Dr. John Rutledge is chief investment strategist of Safanad, a global principal investment house, and a member of its investment committee, directing investments in private equity, real estate, and marketable securities. Dr. Rutledge wrote the Business Strategy column for Forbes magazine for more than a decade and was a regular cast member of Forbes on Fox for many years. He is a senior research fellow and clinical full professor at Claremont Graduate University where he teaches complexity economics and finance and chairs dissertations. He is a member of the board of directors of several privately owned companies including Global School Management, Pansophic, Early Learning Academies, and Element Critical data centers. Dr. Rutledge has had a long career in private equity investing and served on many boards of directors. He is the founder of Rutledge Capital, a private equity investment firm focused on US middle market companies, where he led more than 30 leveraged buyouts.
Dr. John Rutledge has decades of experience in the private equity, real estate, and public market arenas. In this talk, he’ll explain why you should forget the Federal Reserve. That’s yesterday’s story. He believes inflation and interest rates will surprise on the downside, while spending and growth will surprise on the upside. Stock prices will increasingly reflect company performance, rather than Fed policy. That means investors will need to better understand intrinsic value and intrinsic risk. John will share the new set of tools they need to identify and capture value and monitor and control risk.