E13: Money and Might — Financing the Future of Defense
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Defense spending is on the rise amid the ongoing conflicts in Ukraine and the Middle East, and the United States is also looking to deter threats and avoid conflict elsewhere in the world. This has implications not only for traditional contractors but also for venture-backed companies that operate in the “defense tech” sector.
Join Citi’s Rob Rowe, U.S. Regional Director of Research, and Jason Gursky, U.S. Aerospace & Defense Analyst, as they talk about the current spending priorities of the U.S. and its allies, how Silicon Valley is helping drive innovation in defense, and the importance of deploying assets in the ultimate high ground: space.
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Rob Rowe, Head of Global Strategy and Macro Research and U.S. Regional Director of Research
Rob Rowe is Head of the Global Strategy and Macro Group (GSMG) as well as the U.S. Regional Director of Research. GSMG unites all of Citi's economists with fixed income, FX, equity and commodities strategists to create a common team providing research on the world's major economies and asset classes. Rob has been with Citi for 30 years serving in various capacities. He originally joined Smith Barney Harris Upham & Company in 1989, working in investment banking, fixed income sales and research. In addition to his managerial responsibilities, he continues to provide portfolio strategy for select clients as part of his previous role overseeing the Global Bond Portfolio Analysis team. He has written numerous articles and publications on fixed income and portfolio strategy.
Jason Gursky, U.S. Aerospace & Defense Analyst
Jason Gursky is a Managing Director and lead Analyst at Citi Research covering Aerospace and Defense. Prior to re-joining Citi in August 2022, he served as the Corporate Treasurer and Head of Investor Relations at Maxar Technologies. He worked at Citi Research from 2008 to 2017, covering both Aerospace and Defense and the Technology Supply Chain, and at JP Morgan from 2003 to 2008 covering IT Distribution. He has also held several management roles in the telecommunications industry both in the US and Latin America. Jason has an MBA from University of California, Berkeley; an MA from Johns Hopkins University; and a BA from University of California, Davis.
