Joe Engelhard Email & Phone Number

Washington DC-Baltimore Area

SpecOptima provides management consulting and advisory services to institutional investors and financial services companies on how to assess and manage upcoming opportunities or risks arising from financial market and policy changes.

Washington D.C. Metro Area

• Established MetLife's global policy team and developed fact-based analysis and insights to influence government policy at the federal, state and global levels that impacts MetLife's business operations and investments.
• Designed and implemented a policy initiative that convinced federal, state and international policy makers to remove MetLife’s designation as systemically risky and replace it with a sector wide activities-based.
• Proactively advised MetLife's investment management and finance teams on upcoming legislative and regulatory policy developments that could affect investment or capital management strategies.
• Represented MetLife with senior officials at the Federal Reserve, Treasury, FDIC, Financial Stability Board, Financial Stability Oversight Committee, IAIS, and IOSCO.

• Provided differentiated analysis and predictive insights to institutional investors on policy, legislative and regulatory developments in the areas of banking, insurance and exchanges.
• Advised investor clients during the 2008 financial crisis that led to early investments in the banking, asset management and insurance sectors, which resulted in significant ROI gains.
• Delivered proactive insights to Morgan Stanley's equity, fixed income, and banking teams on the likely impact of the Dodd-Frank Act on specific financial activities and sectors.
• Organized quarterly meetings in Washington, DC between institutional investor clients and key legislators, regulators and policy experts.

Managed the EVP’s internal process to review loans and grants before going to the Board for approval and led change management projects including development effectiveness and business climate improvement initiatives.

Washington, District Of Columbia, United States

Responsible for the management of the offices of Trade, Investment Policy, Trade Finance and Financial Sector Negotiations.

Washington DC-Baltimore Area

Responsible for legislation and hearings related to monetary policy, the IMF, World Bank, Exim Bank and other topics related to money and banking.

U.S. Congress

Counsel at Joint Economic Committee from 1995 to 1996 and General Counsel from 1997 to 1998.

Juris Doctorate

B.A., Political Science

Activities and Societies: Phi Beta Kappa