• John O'Connor and Allen Parker of J.H. Whitney - Trade Wars and What That Means for the Global Economy

  • Jun 5 2024
  • Duración: 56 m
  • Podcast

John O'Connor and Allen Parker of J.H. Whitney - Trade Wars and What That Means for the Global Economy

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  • This week on Weighing the Risks we are joined by John O’Connor and Allen Parker, the CEO and President of J.H. Whitney respectively.John O’Connor has served as Chairman of J.H. Whitney Investment Management, LLC since January 2005. From January 2009 through March 2011, he served as CEO of Tactronics Holdings, LLC, a Whitney Capital Partners portfolio holding company that provided tactical integrated electronic systems to US and foreign military customers as well as composite armor solutions for military vehicles through its Armostruxx division. Previously, John was Chairman of JP Morgan Alternative Asset Management, Inc. and an Executive Partner of JP Morgan Partners. He was also a member of the Risk Management Committee of JP Morgan Chase, which was responsible for policy formulation and oversight of all market and credit risk-taking activities globally. John has extensive experience in transaction leadership, structuring and portfolio management and is a member of J.H. Whitney’s Investment Committee, contributing significant global renewable and energy investment, regulatory, and operational expertise to the Investment Manager’s team. John earned a B.A. in economics from Tulane University and an M.B.A. from Columbia University Graduate School of Business.Allen Parker became a Senior Advisor to J.H. Whitney Investment Management and its affiliates after most recently serving for three years as an executive at Wells Fargo & Company, where he was Interim Chief Executive Officer for seven months and General Counsel for the remainder of his tenure. Throughout his time at Wells Fargo, he was also a member of the Wells Fargo Operating Committee, which is the company’s senior-most business committee responsible for considering and deciding on key strategic, business, and operational matters. Prior to his work at Wells Fargo, Allen was a partner for 27 years at the New York law firm Cravath, Swaine & Moore LLP, where he was a member of the firm’s corporate governance and board advisory practice and held a variety of leadership roles, including as Cravath’s Presiding Partner, the firm’s chief executive officer. Allen has extensive experience in matters relating to corporate governance, crisis management, financial institution regulation, financing, mergers and acquisitions, and derivative transactions in the United States and over 20 foreign countries. Allen earned an undergraduate degree from Duke University, an M.A. from the University of Chicago, and a J.D. from the Columbia University School of Law.Key Takeaways[02:30] - Learn more about each of their backgrounds and their work at J.H. Whitney.[05:17] - How do each of them define risk and how should investors think about risk?[09:32] - What was the genesis behind creating the critical tech and intellectual property index that they put together?[15:31] - What are some characteristics to look for when gauging the relative importance of IP and its protection? Applying that today, how much of IP protection is just saber rattling and how much is real at this point?[20:49] - What criteria do they need at their firm to add a 15th type of critical Tech or IP to their index and what criteria do they need to no longer deem one of these 14 critical?[24:06] - How are countries classified by risk and what differentiates a low risk country from a neutral country? How much do government related contracts factor into this also?[27:15] - How do de-coupling and de-risking differ, if at all, and where do they think the US stands on this spectrum at the moment?[31:45] - A base case market scenario and how this might affect their index.[49:20] - Are there any other risks that advisors and investors should be thinking about? Quotes[08:05] ~ “For me, and this is really what we are going to talk about today, I think the primary shortcoming in risk management, at the corporate level today, is in risk identification. ” ~ Allen Parker [18:19] ~ “The SEC has begun to become much more aggressive in terms of disclosure, with respect to IP on the one hand, and…with respect to cyber penetration on the other. So if it’s worth a lot of money, and it is at risk from Cyber, you as an issuer really need to talk about it now.” ~ John O’ConnorLinksJohn O’Connor on LinkedInJ.H. Whitney Investment Management“Fanfare for the Common Man” by Aaron Copeland“Big Iron” by Marty RobbinsConnect with UsMeet Rusty Vanneman, Orion’s Chief Investment OfficerCheck Out All of Orion’s PodcastsPower Your Growth with OrionDisclosure(s) -Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”)Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any ...
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