Who We Are

Dr. Philippa Malmgren is a specialist in the interaction between policy and markets. Dr. Malmgren has had extensive experience in the US, European and Asian financial markets and has a deep knowledge of the political and policy dynamics that affect asset prices. She specializes in helping investors and business people better understand how the political, policy and geopolitical developments across the world's major economies will influence the financial markets. She rejoined the Canonbury Group after serving in the White House on the National Economic Council as the President’s advisor on all financial market issues. Her background as a currency and fixed income strategist helps her translate the decisions of politicians and policy-makers into concrete views about how markets and prices will respond. She tends to focus on the G7 and China although developments in places such as the Middle East or geopolitical issues in other regions may have a material impact on the policies that will influence the markets. Her end goal is to help give all decision makers more accurate and reliable basis for decision-making.

For over 30 years Paul O'Donnell has worked in financial markets in Australia, Asia, Europe/UK and the USA. His background has been in investment banking, commercial banking and asset management. He now focuses upon asset management, particularly in asset gathering and business development for major financial institutions. He founded the Global Fund Advisors Network with Independent Research Associates in 2001.

Mr. Armando Falcon was, until recently, the chief regulator for Fannie Mae, Freddie Mac and one of America’s leading experts on mortgage, property and securitizations markets. He was appointed by President Clinton and remained in his regulatory role under President Bush well into his second term.  Prior to serving as a financial regulator, Mr. Falcon was the Chief Counsel for the committee in Congress that dealt with all financial policy matters. He is now serving as an advisor to investors, banks and governments on all financial policy issues and with particular reference to agency, mortgage and securitization matters.