Bermuda Captive Conference

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John Stoltzfus

Chief Strategist, Oppenheimer

Session: MacroEconomist View: How Global Events Shape Captive Strategies

John Stoltzfus joined Oppenheimer as Managing Director and Chief Market Strategist in April 2012 from Ticonderoga Securities, LLC. A veteran of the financial services industry with over thirty years of experience in the financial markets, his work emphasizes inter-market analysis of multiple asset classes, combined with global market strategies. John follows cyclical and secular trends, sectors, geopolitics and macroeconomics. He is known for the potential opportunities his analysis provides and his clear, often witty writing and presentations to clients and Financial Advisors alike. John joined Oppenheimer from Ticonderoga Securities, LLC. He also serves as an adjunct professor at the School of Continuing and Professional Studies at New York University, where he teaches post-graduate courses: Inter-Market Analysis for Industry Professionals and for Non-Finance Professionals. He has also worked as a Senior Market Strategist at Bank of America and as Vice President and Manager of International Equity Marketing and Group Head of Domestic Equity Marketing at Morgan Stanley. His present responsibilities require him to speak with industry leaders and public sector executives. He is a frequent guest on CNBC, Bloomberg Radio and TV, Reuters Television and Yahoo Financial among other media groups. In addition to NYU, he has lectured on global strategic outlooks at the University of South Florida and Chapman University. When he is not on duty, he enjoys listening to blues and jazz. He is also a guitarist who plays Rock n' Roll music at a professional level. He is fluent in Spanish.