Srinivas Thiruvadanthai, Director of Research, Managing Director
Srinivas Thiruvadanthai originally joined the Jerome Levy Forecasting Center in 1998 and worked here for eight years. He rejoined the Jerome Levy Forecasting Center in 2009. He has full mastery of the profits perspective and has been involved in every aspect of the research and forecasting operations. Srinivas brings a broad and critical approach to economics because of his diverse background, which includes experience in alternative investments, banking, technology, and psychology as well as economics.
At the Jerome Levy Forecasting Center, Srinivas has done ground-breaking research in a number of areas: the stock “wealth effect” on consumer behavior and its implications for total business profits; the persistent and pervasive overstatement of corporate earnings; mortgage equity extraction and its effect on the personal saving rate; the financial sector’s vulnerabilities to the housing bubble; the evolution of Japan’s balance sheets during its bubble and its aftermath; and the financial evolution of the Asian economies.
During his break from the Jerome Levy Forecasting Center, Srinivas worked for three years for Kenmar, a fund of hedge funds, where he was a member of the investment committee. He was responsible for guiding the firms’ top-down asset allocation decisions and investment strategy. Additionally, he crafted an emerging markets investment program after traveling extensively to Asia, Europe and Latin America and meeting with numerous investment managers.
Srinivas has a PhD in economics from Washington University in St. Louis (Hyman Minsky’s last teaching post, where Srinivas studied with some of Minsky’s closest colleagues), an MBA, and a C.F.A. Before coming to the United States, Srinivas spent three years as a lending officer at ICICI Bank in India.
Srinivas is an avid bridge player and became the under-21 bridge champion of India in 1988 and represented India in the World Junior Bridge Championship in England, 1989.