Randall Bartlett, Cfa Email & Phone Number

Lévis, Québec, Ca

With the Chief Economist, help establish and manage a research agenda & satellite team in Toronto focused on the ex-Quebec Canadian economy, with particular emphasis on provincial and regional forecasting & analysis. Provide regional and provincial analysis & forecasts via a new provincial forecast publication, including economic growth, housing markets, labour markets, household finance and fiscal policy analysis.Coordinate forecasts, publicly disseminated views and ideas with the rest of the Economic Studies Department. Stay abreast of major developments and variables affecting covered markets. Monitor key risks and anticipate new trends and themes. In conjunction with the Macro Strategist, provide colour to clients and the fixed income desk on important developments within areas of coverage. Regularly write and oversee analytical reports on fiscal and macroeconomic topics of importance for the Canadian economy. Provide thought leadership on key structural issues shaping the Canadian economy in the medium-term. Prepare and deliver keynote presentations for an array of stakeholders across Desjardins’s platforms & across Canada. Sit frequently for television, print and other media interviews. Build and maintain strong relationships with credible and influential members of the media to help promote Desjardins’s expertise and grow the economic team’s profile outside Quebec. Help modernize the team’s outreach and distribution using social media posts, videos, podcasts and other media.Represent Desjardins at meetings with officials (Finance departments, regulators, BoC, etc.). Forge and strengthen ties with key stakeholders (industry associations, regulators, CMHC, etc.).Develop, use and improve programming tools to optimize spreadsheet data file management, analytical content production and updates. Oversee processes, projects and deadlines.

Toronto, On, Ca

Lead the Development of a Country Assessment Framework for Investing GloballyCollaborate with a wide variety of investment teams to develop analytics in support of the optimal country and asset class allocation globally. This framework also accounts for economic and political opportunities and risks, as well as tax, legal, regulatory, and currency considerations, which are then aggregated to generate sovereign credit ratings for over 100 countries. This exercise has required extensive internal consultations and consensus building. Develop Global Macroeconomic Models and ForecastsConstruct macroeconometric models to forecast real GDP, CPI inflation, interest rates, and debt and deficits for the United States, Canada, the United Kingdom, Euro Area, China, Japan, Australia, and India, on a top-down and bottom-up sector basis. Develop the baseline global forecast as well as upside and downside risk scenarios, and work to incorporate the contributions of others for a single view from Economic Research. Communicate Economic Views with Investment Teams and Senior ManagementFrequently provide views to investment teams on incoming economic data and its implications for Economic Research’s global and country-specific outlooks. Prepare commentaries and give presentations on topics ranging from economic data releases to long-term underlying trends to a wide audience of investors, including the Senior Executive Team. Undertake investment-specific research and analysis to support investment strategies and individual asset purchases. Contribute to the development of an internal website to host this analysis as well as the country assessment framework.

Ottawa, Ontario, Ca

Manage a comprehensive research agenda relevant to Canadian federal and subnational governments, on topics related to the Canadian fiscal state and underlying factors which drive fiscal planning.Prepare regular reports on the impact of economic outcomes on the projected fiscal plans of various levels of government. Provide leadership in preparing thoroughly researched reports using sophisticated simulation and accounting models and ensure that the appropriate databases, methodologies and analytical techniques are used. Exhibit professional and managerial leadership in developing and applying approaches, tools and methodologies to acquire a broad range of economic and fiscal intelligence.Lead in developing answers to fiscal and economic questions directed to the IFSD, and assure the thorough and timely analysis of such questions based on objective analysis to draw evidenced-based, non-partisan conclusions. Provide the appropriate assessments and advice on emerging and existing economic and monetary conditions, how they might evolve, and their implications for the national economy and federal finances as well as their equivalents at the subnational and international levels. Ensure that the IFSD has the capacity to collect and assess information on macroeconomic trends and developments to produce analysis on evolving national and international macroeconomic conditions. Make a major contribution to ongoing technical improvements to the IFSD's economic and fiscal analysis to ensure that it builds on information provided and adds value to it. Develop models and analytical products that assess and challenge the assumptions used by the government to support fiscal planning. The Chief Economist acts as a senior representative of the IFSD and a subject-matter expert in regular contact with the media, Members of Parliament and their staff, financial institutions, and public sector officials, as well as their subnational and international equivalents.

Montréal, Québec, Ca

Provide the Vice President, Economics, Research and Market Strategy, Senior Management, the Board of Directors and PSP’s investment groups with economic analysis, forecasts and research in order to support the investment activities of PSPIB.Play a leading role in the global economic monitoring, analysis and forecasting function of the Economics, Research and Market Strategy Group.Lead and manage the development of models to enhance the economic and financial-market forecasting process at PSP. Develop short-term economic tracking models as well as longer-term forecasting models to enhance the ERMS group’s short and long-term economic forecasts and improve the department’s process for forecasting portfolio returns.Provide key input and insights in the development of economic briefings and presentations for the Senior Management Group Committee (SMGC), the Board of Directors and/or various departments, as required. Present to the Board of Directors, SMGC and business units as requested by the Vice President, Economics and Market StrategyChief Economics Commentator of the ERMS flagship publication, the “PSP Digest”.Develop investment themes and participate in strategy implementation discussions and allocation decisions.Play a leading role in the integration of the economics function within PSP’s investment groups and help manage the relationship with other business units within PSP. Manage, develop and provide guidance to a team of analysts.

Toronto, Ontario, Ca

Lead analyst in current economic analysis and the development of medium-term (5-year)projections of the Canadian economy, including all components of expenditure- and incomebasedGDP as well as labour market variables, Consumer Price Index (CPI) inflation, andpotential GDP. This entails the extensive use of EVIEWS and Microsoft Excel in theconstruction of detailed forecasting models, error-correction models, vector autoregressions,age and sex cohort models, and principal-component models.Author of reports on a wide variety of topics, including CPI inflation, business investment,economic impacts of lower energy prices, select labour market issues, and detailed federalfiscal forecasts, in addition to quarterly reports related to Canadian economic forecasts.These reports are available to the public at http://www.td.com/economics/. This is supportedby extensive media engagement and presentations to varied groups. The Senior Economistrole also entails the supervision of analysis and publications by junior economists.

Lead analyst in economic monitoring and developing medium-term projections of the Canadian and U.S. economies, including commodity prices, as well as contributing to the development of long-term economic projections. Engaged in the application of economic shock scenarios and projections under alternative sets of assumptions. This entails the extensive use of EVIEWS, in addition to Microsoft Excel.Coauthored several flagship publications, such as the Economic and Fiscal Outlook and Fiscal Sustainability Report, as well as ad hoc publications (all are available upon request or at http://www.pbo-dpb.gc.ca/en/).

Ottawa, Ontario, Ca

Applied econometric methods to the estimation and projection of specific Canadian macroeconomic variables related to the Department of Finance’s primary Canadian economic and fiscal forecasting model. Worked as primary analyst on a secondary Canadian open-economy macroeconomic forecasting model. This entailed the use of statistical software such as EVIEWS and TROLL, in addition to Microsoft Excel.Developed satellite models to estimate and forecast the current account, trade, exchange rates, housing prices, potential output, unit labour cost, inflation, monetary policy rules, employment, profits, in addition to developing filters for de-trending data, constructing forecast fan charts, and producing a framework for analyzing economic turning points. Provided additional analysis on financial market related topics, including illustrating the use of derivatives in financial markets transactions.Contributed to the Budget and Update of Economic and Fiscal Projections and coordinating others’ contributions to the Canadian economic chapter. Also, acted as lead on a weekly Deputy Ministers briefing material on the Canadian, U.S., and global economies.

Ottawa, Ontario, Ca

Examined circumstances and outcomes surrounding current account imbalances, exchange rate misalignments and the impacts of the global financial crisis, both theoretically and empirically, as well as examined policy consequences. Additionally, gave policy and technical advice based on thorough analyses of relevant issues of the IMF reform process.Provided analysis on 34 countries in Europe and the CIS, including briefing senior management on economic developments, evaluated IMF programs, and participated in international meetings representing the Department of Finance.Supported senior Department of Finance officials and the Secretariat to the Advisory Panel on Canada’s System of International Taxation by providing policy and data analysis with regard to the domestic taxation of both inbound and outbound investment, the tax structures of international corporations, and estimates of potential revenue impacts of policy changes.Examined specific scenarios in the application of transfer pricing methods, analysis of data surrounding the market capitalization of income trusts, updated and improved models and analysis of business and international tax expenditures, analysed international tax models, and designed systems which verify tax return data appropriately and efficiently.

Master Of Arts (M.A.), Economics

Bachelor Of Arts (B.A.), Mathematical Economics