About
Catalpa’s investment management activities and research focus exclusively on the identification and analysis of discontinuous change and its impact on the global economy and financial markets. In contrast to incremental changes within an ongoing equilibrium, discontinuous change marks a radical break to the equilibrium itself, disrupting the status quo and ushering in new innovation. These changes can arise gradually as tipping points or suddenly when gales of Schumpeterian creative destruction rip through economies.
Catalpa manages assets for investors directly and through partnerships with financial advisors. Catalpa’s investment strategies are offered through separately-managed accounts and other investment vehicles. To find out more, please click on investments.
Catalpa publishes the following macroeconomic research: Daily Intelligence Briefings; Macro Deck; Global Country Monitor; Macro Insights, and Catalpa Perspectives. To find out more, please click on research.
For more information, please contact Nelly Nyambi, Catalpa’s Director of Marketing and Client Relations: nelly.nyambi[at]catalpacapital.com
Catalpa Capital is headed by Joseph McAlinden, who, in his former role as Chief Investment Officer of Morgan Stanley Investment Management, oversaw more than $400 billion invested across multiple asset classes, strategies, and global markets. Catalpa’s team has more than 70 years of combined experience in portfolio management, economic analysis, asset allocation, and trading in the global markets.
Catalpa Capital Advisors is based in New York City and focuses on the identification of “discontinuous change” in the markets and global economy. In contrast to incremental changes within an ongoing equilibrium, discontinuous change marks a radical break to the equilibrium itself, disrupting the status quo and ushering in new innovation.
Discontinuities can be caused by disruptions in technology, business-cycle turning points, government regulations, innovative business models, and natural events.
These changes can arise gradually as tipping points or suddenly when gales of Schumpeterian creative destruction rip through economies.
The Daily Intelligence Briefing, or “DIBs,” is a compilation of data points, media reports, and blog entries that broadly relate to change or resistance to change. The DIBs serves as the springboard for the team’s morning meeting and is posted in the afternoon for the benefit of those who may have an interest in the team’s research.
For further information, please contact info[at]catalpacapital.com.
Joe is the chief investment officer at Catalpa Capital and has over 40 years of investment experience. Previously, he was at Morgan Stanley Investment Management for over twelve years, first as Chief Investment Officer and then as Chief Global Strategist where he developed and articulated the firm‘s investment policy and outlook.
Prior to joining Morgan Stanley in 1995, Joe was chief investment officer and chairman of the investment review committee of Dillon Read. Previously, he held a number of positions at Argus Research, ultimately serving as president and CEO. Before that, Joe was a research analyst and junior trader at W.E. Burnet & Co., which he joined after starting his career on the floor of the New York Stock Exchange.
Joe received a B.A. cum laude in Economics from Rutgers University and holds the Chartered Financial Analyst designation. He has served on the boards of the Covent of the Sacred Heart and the New York Regional Board of the American Ireland Fund. He frequently appears in the financial media.
Warren is the chief investment strategist at Catalpa Capital and has over twelve years of relevant industry experience. Previously, he was an investment strategist on the Global Strategy team at Morgan Stanley Investment Management and a portfolio manager on the Allocator and Global Thematic Opportunities funds.
Prior to joining Morgan Stanley in 1999, Warren was a research associate at Queen Elizabeth House, Oxford, England. Warren received a B.A. in History from the University of Utah, an M.A. in Russian and International Policy Studies from the Monterey Institute of International Studies, and a Ph.D. in Political Science from the University of Oxford. Warren holds the Chartered Financial Analyst Designation.
Nelly is the director of client relations at Catalpa Capital and has over 10 years of industry experience. Prior to joining Catalpa Capital, she was at PMA Capital Management, an Asia ex-Japan hedge fund group, where she managed the firm’s relationships with pension funds, endowments, foundations, family offices, and funds-of-funds.
Prior to PMA, she worked at Altura Capital, Fimat –Societe Generale and Citigroup, where she began her career in sales and trading. Nelly is fluent in English, French and Spanish. She holds a B.A in Economics from Columbia University.
The information presented in this presentation (the “Presentation”) has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell Interests or any other security or instrument or to participate in any trading strategy. No representation or warranty (express or implied) is made or can be given with respect to the accuracy or completeness of the information in this Presentation. No person has been authorized to make any representations concerning the Interests described in this Presentation that are inconsistent with the statements contained in this Presentation.
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