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MoAF Newsletter

February 15, 2024

Winter Issue Now Available

Financial History, Issue 148Thursday, February 8, 2024

Check out the latest issue of Financial History, available for FREE as a full-color digital edition! Highlights include:

Charlie Munger: The Life and Legacy of our Late, Eminent Friend

The Unexpected Legacy of a Prudent Man

The Russian Debt Default, 25 Years Later

Anna Sutherland Bissell: America’s First Female CEO

The Birth of the Fixed Income Analyst

An Investment Banker Lights the World

A Divorce of Bank and State: The Role of the Independent Treasury in the 19th Century

The Personal Finances of Presidents, Part 6: Gerald Ford

Book Review: The Mysterious Case of Rudolf Diesel

2024 MoAF Gala

2024 Gala Honoring Richard H. Clarida, Howard Marks, Charles M. Royce and Tina Byles Williams
Thursday, March 7, 2024 6:00 PM to 9:00 PM

The Museum honored the achievements of four financial leaders with awards at its 2024 Gala on March 7. CNBC Senior Markets Correspondent Bob Pisani and “WealthTrack” Executive Producer and Managing Editor Consuelo Mack served as masters of ceremony.

Richard H. Clarida, PIMCO's global economic advisor and former vice chairman of the Board of Governors of the US Federal Reserve System, received the Whitehead Award for Distinguished Public Service and Financial Leadership. Charles M. Royce, founder, chairman and portfolio manager of Royce Investment Partners, received the 2024 Financial Innovation Award. The Museum of American Finance Lifetime Achievement Award honored the career of Howard Marks, co-chairman and co-founder of Oaktree Capital Management. A Special Recognition honor was presented to Tina Byles Williams, the CEO, CIO and founder of Xponance, a $14 billion multiple strategy investment company.

View the program, video, photos and more from our 2024 Gala here.

MoAF/NYPL Retirement Series

"Retirement A to Z" Series
Tuesday, January 23, 2024 12:00 PM to Tuesday, March 26, 2024 1:30 PM

Join the Museum, in partnership with the New York Public Library’s Thomas Yoseloff Business Center, for a free 10-part series on retirement planning. These programs are designed to introduce you to the many possible sources of retirement income and resources, including social security; Medicare; pension options including 401(k)s, individual retirement accounts and annuities; as well as the complex issues faced when planning for loved ones with wills and/or trusts. The series aims to provide participants with the information needed to help them secure their finances for the future. Register today.

MoAF/Fordham Financial Issues Forum (Virtual)

Gregory Makoff on "Default: The Landmark Court Battle Over Argentina’s $100 Billion Debt Restructuring"
Tuesday, March 12, 2024 12:00 PM to 1:00 PM

Harvard fellow, US Treasury adviser and author Gregory Makoff discusses the riveting story of Argentina's sovereign debt drama. In Default, Makoff describes the intense fight over the role of the IMF in Argentina's 2005 debt restructuring and the ensuing decade of bitter litigation with holdout creditors. This cautionary tale lays bare the institutional, political and legal pressures that come into play when a country cannot repay its debts.

Watch event video.

MoAF/Fordham Financial Issues Forum (Virtual)

Mark J. Higgins on "Investing in US Financial History: Understanding the Past to Forecast the Future"
Tuesday, March 19, 2024 12:00 PM to 1:00 PM

Investors who neglect to study the past are forced to rely primarily on their life experience to make decisions. This often causes them to overlook powerful, cyclical forces that repeatedly reshape economies and markets. Mark Higgins, author of Investing in U.S. Financial History, discusses several of the most important lessons that help contextualize challenges that the United States currently faces.

Watch event video.

MoAF/Fordham Financial Issues Forum (Virtual)

Jennifer Burns on "Milton Friedman: The Last Conservative"
Tuesday, March 26, 2024 12:00 PM to 1:00 PM

In this program, Stanford University historian Jennifer Burns discusses her latest book, Milton Friedman: The Last Conservative. Burns provides lucid and lively context for Friedman’s groundbreaking work on everything from why dentists earn less than doctors, to the vital importance of the money supply, to inflation and the limits of government planning and stimulus. She also explores Friedman’s key role in creating a new economic vision and a modern American conservatism.

Watch event video.

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