Ezra is a Senior Expert in the Strategy Analytics Center (STAC), McKinsey’s center for advanced analytics in strategy, corporate finance, and macroeconomics. He is a leader of McKinsey’s work in Trends and Global Forces, helping clients to identify and align their strategies with the critical macro trends shaping the global economy. He is also a leader of McKinsey’s Thematic Investing work, advising principal investors on investment strategy, portfolio management, and due diligence.
Ezra’s recent work includes:
- assessing the impact of potential changes in US tax and trade policies on the supply chain and customers for clients across industries
- developing organic and inorganic growth strategies by identifying the key opportunities generated by global trends and technology disruptions
- evaluating how shifting global trade flows impact the value of leading players within the global container shipping industry
- developing a view on global trade flows over the next 25 years as a critical input to strategic planning, network design and capital expenditure decisions
- designing thematic investing programs that uncover underappreciated investment opportunities through a deep understanding of macro forces and industry dynamics
- leading strategic portfolio reviews including a full evaluation of Liability Driven Investment strategies
In his first 10 years with McKinsey, Ezra was a Senior Fellow at the McKinsey Global Institute, where he provided leadership across multiple content areas, including demographics, consumer demand, and the emergence of China and India. Ezra led the development of McKinsey’s Global Macro Scenarios during the financial crisis, working with clients on the implications for their strategies. He also co-founded the North American Knowledge Center, a key node in McKinsey’s global knowledge network.
Published work
“Strategy in the face of disruption: A way forward for the North American building-products industry,” McKinsey & Company, February 2019
“Geostrategic risks on the rise,” McKinsey & Company, June 2016
“Growth and competitiveness in the United States: The role of its multinational companies,” McKinsey Global Institute, June, 2010
“Why baby boomers will need to work longer,” McKinsey Quarterly, November, 2009
“Economic Scenarios for the future: A tool for managing through uncertainty,” McKinsey & Company, May, 2009
“Shaping strategy in an uncertain macro-economic Environment,” McKinsey Working Papers on Risk, No. 8, December 2008
“Talkin’ ’bout my generation: The economic impact of aging U.S. baby boomers,” McKinsey Global Institute, June, 2008
“The ‘bird of gold’: The rise of India’s consumer market,” McKinsey Global Institute, May, 2007
“From ‘made in China’ to ‘sold in China’: The rise of the Chinese Urban Consumer,” McKinsey Global Institute, November, 2006
“Accelerating India’s growth through financial system reform,” McKinsey Global Institute, May, 2006
“Increasing global competition and labor productivity: Lessons from the US automotive industry,” McKinsey Global Institute, November, 2005
“The economics of aging in Japan,” McKinsey Quarterly, May 2005
“The coming demographic deficit: How aging will reduce global savings,” McKinsey Global Institute, December, 2004
Past experience
Client Service Content Pillar at Bridgewater Associates
COO
IHS Global Insight (then Standard & Poor’s DRI)
Principal Economist
Education
McGill University, Montreal
Bachelor’s degree in Economics