Jon Taylor Email & Phone Number

Exploring new opportunities.

Serve as the head of global and international bonds for Principal Global Investors in London. Oversaw a small team of investment professionals in London and the U.S. Portfolio configurations include: sovereign bonds; global bonds; Canadian bonds; Hong Kong dollar bonds and Sukuk bonds. Previously served as the lead portfolio manager on dollar denominated emerging market debt portfolios.

As the Chief Investment Officer, I managed a team of 17 investment professionals and oversaw the management of the Firm’s investment activity across all major Australian asset classes. At the global group level, I served as Research Coordinator for the Global Asset Management Group and served as a member of the Global Investment Strategy Group.

Served as the Chief Investment Officer and Head of the Asset Allocation Committee in Australia. At the regional level, I served as a senior investment person providing investment expertise on an ad hoc basis for the firm’s activities in Seoul, Shanghai and other Asian undertakings.

As the Chief Investment Officer, I was responsible for investment management across all major asset classes. I supervised a staff of 39 investment professionals.

I oversaw a team of 7 investment professionals managing international equity portfolios. Investment activity was focused on country and currency selection. I also served as a Director of Westpac Investment Management Pty., Limited.

Managed the investment activity of Yasuda Kasai Brinson Investment Management Company, Ltd. Funds under management were invested primarily in Japanese equities and fixed income securities. Eleven investment professionals reported to me. Prior to the establishment of the joint venture, I served as President & Representative Director of Brinson Partners (Japan) Co., Limited.

Worked as a Senior Multi Asset Analyst in the asset allocation division of First Chicago Investment Advisors. Managed the firm’s derivative product activity including hedging, risk management and the design and management of structured products such as portfolio insurance and market-linked certificates of deposit.

Fixed income broker responsible for business development and customer service for the Bank’s interest rate risk management products and services including: interest rate swaps and FRAs, caps and floors, options, financial futures, arbitrage, rate sensitivity analysis, portfolio hedging and futures trading.

Provided foreign exchange brokerage services to institutional clients (primarily inter-bank foreign exchange traders) and directed a foreign exchange advisory service which included fundamental and technical analysis. Traded a house account using momentum models.

Worked as a staff economist in the Economics Department. Monitored and assessed economic and financial developments in Europe and Canada and their potential impacts on the Bank and the Bank’s clients. Conducted country risk assessments for Eastern Europe which were used to set lending limits. Prepared and presented the Bank’s international foreign exchange and interest rate forecasts for Europe. Conducted quarterly briefing trips to Europe briefing the Bank’s Treasury and foreign exchange clients on the outlook for interest and exchange rates.Produced economic and financial country assessments on all of the countries covered.

Acted as a liaison officer on bilateral and multilateral economic and financial issues of concern to both the United States and Canada. Performed research on Canadian financial markets and the economy. Assisted in the formulation and articulation of the U.S. Government’s position on bilateral economic and financial issues between the U.S. and Canada. Provided quarterly macroeconomic forecasts of the Canadian economy.

Desk Officer responsible for economic and financial developments and issues in Italy, the Netherlands, Belgium, Luxembourg and the European Community. Formulated policy recommendations when appropriate. Monitored and evaluated the development of the European Monetary System and provided assessments on the impact of the proposed system on the international monetary system and the implications for U.S. exchange rate policy.

Performed research, analysis, and evaluation of developments, problems, and proposals concerning the economic, technical, and administrative aspects of international taxation.

Conducted analysis and evaluation of programs and projects in terms of their operation, feasibility, cost, benefit, and potential impact. Projects participated in included: impact studies; feasibility studies; relocation studies; and overall project evaluations.

Master Of Arts (Ma), Economics

Bachelor Of Arts (Ba), Political Science