John Rutledge
John Rutledge is the Chief Investment Strategist at Safanad, a global principal investment firm, where he serves on the Investment Committee and helps guide the firm’s allocations across global fixed income, public and private equity, real estate, and marketable securities. He is also a Senior Research Professor at Claremont Graduate University, specializing in monetary policy, financial economics, and the dynamics of financial crises. A recognized authority on macroeconomics, financial markets, and global investment strategy, Rutledge was a key architect of the Reagan Economic Plan in the early 1980s and later advised the Bush administration on tax reform and post-war economic planning in Iraq. He has testified before numerous Congressional committees and has counseled senior policymakers in the U.S., U.K., Ireland, China, and Kuwait.
John Rutledge Professional Experience / Academic History
Professional Experience
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Chief Investment Strategist
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Economics Contributor
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Associate Professor of Economics
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Assistant Professor of Economics
Academic History
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B.A., Economics
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Ph.D., Economics
CURRENT AFFILIATIONS
Founder, Tara's Kids
Chairman of the Board, Early Learning Academies
Board of Directors, Element Critical
Chief Advisor for Finance, Governor of the Haidan District, Beijing
CONSULTING EXPERTISE
Rutledge was the Founder of Rutledge Capital, a middle market private equity investment firm, where he led more than 30 leveraged buyouts.
He has advised Fortune 500 CEOs and institutional investors on restructuring, capital management, and investment issues.
He has advised the Trump administration on trade and has testified before Congress on economic issues.
He has served on the boards of directors of many public and private companies.
Rutledge first published his Asset Market Shift framework for analyzing capital markets in the Wall Street Journal in the 1980s.
The framework applies theoretical work drawn from non-equilibrium thermodynamics to portfolio management.
Over the past 40 years, he has used this framework on economic analysis, asset allocation, portfolio selection, business strategy, restructuring, acquisitions and divestitures.
RECOGNITIONS
2008 Beijing's Great Wall Friendship Award
2007 Honorary Professor, China Agricultural University
2007 Honorary Professor, Harbin Institute of Technology
2006 Honorary Professor, Hunan University
2005 Honorary Professor, Shenyang University
MEDIA & PUBLICATIONS
Rutledge appears weekly on CNBC shows including Squawk Box, Squawk on the Street, Fast Money, Closing Bell, and CNBC Asia.
His written work has appeared in the Wall Street Journal, Forbes, The New York Times, the Financial Times, Barrons, Fortune, Business Week, US News and World Report, Corporate Finance, China Daily, the Arab Times, the Frankfurter Allgemeine, and Les Echos.
He has appeared in CNBC, Wall Street Week, Nightly Business Report, Forbes on Fox, Bloomberg, and Reuters TV.
He wrote the Business Strategy column for Forbes magazine for more than a decade and was a cast member of Forbes on Fox.