State of the Union Policy Series
Video
About This Event

Foreign Affairs and Defense
Monday, January 23, 12:00-1:30 PM, in B-338 of the Rayburn House Office Building. Lunch will be served. Please RSVP to tim.welter@aei.org.

Though America’s continuing economic malaise dominates the national political conversation, major developments abroad will demand the president’s attention in 2012. Social unrest in the Arab world and Russia, the rise (and decline) of China, Iranian brinksmanship, terrorism, and maintaining a capable military in an era of budget cuts are serious challenges for the commander in chief.

Before President Barack Obama delivers his annual State of the Union address to Congress and the nation, join American Enterprise Institute scholars Leon Aron, Daniel Blumenthal, Mackenzie Eaglen and Frederick Kagan for a lively conversation. AEI Vice President for Foreign and Defense Policy Danielle Pletka will moderate the discussion.

Related material:

"Strait talk with Iran" by Frederick W. Kagan

"Following One's conscience, part 2: a quest for democratic citizenship" by Leon Aron

"Against the East Asia 'pivot'" by Dan Blumenthal

"What's likely in the new Pentagon strategy" by Mackenzie Eaglen

Economy

Tuesday, January 24, 8:30-10:00 AM, in B-338 of the Rayburn House Office Building. Breakfast will be served. Please RSVP to john.cusey@aei.org.

The economy continues to be the top policy issue for the American public, and it is likely to continue as a primary concern in 2012 and beyond. What should congressional staff look for in 2012? Will there be an economic recovery? How about job growth? What will happen with taxes and entitlements? Will Europe’s economic problems impact us? What is our economic outlook?

On the morning of President Obama’s State of the Union address, join members of the AEI economic policy team, Kevin Hassett, Alex Brill, Alan Viard and John Makin, for a discussion about the state of our economy in 2012 and beyond.

Health Care

Wednesday, January 25, 12:00-1:30 PM, in CVC Congressional Meeting Room North. Lunch will be served. Please RSVP to sara.huneke@aei.org.

In 2012, a number of health care-related issues promise to be on the minds of policymakers and the public. The Department of Health and Human Services will implement more of the Affordable Care Act, impacting states and the insurance market structure. Medicare and Medicaid will exert increasing pressure on the budget and will impact policy decisions. The FDA will face challenges, including drug shortages that began in 2011.

Join AEI health policy scholars Joe Antos, Thomas Miller, and Robert Helms for a discussion about health and budget policy challenges this year.   

Energy

Thursday, January 26, 12:00-1:30 PM, in B-338 of the Rayburn House Office Building. Lunch will be served. Please RSVP to cristin.datch@aei.org.

In 2011, the Environmental Protection Agency exercised an unprecedented amount of regulatory authority, the green jobs movement shifted into relative obscurity, and the call for increased domestic oil production grew louder. In 2012, we are sure to see an even greater number of changes in the energy sector, particularly as policymakers continue to tie domestic energy production to job growth.

Join AEI’s Ken Green and Steve Hayward for a discussion of the data and rationale behind current energy policy in the U.S. and a preview of what we might see in 2012 and beyond.

Financial Services

Friday, January 27, 9:00-10:30 AM, in B338 of the Rayburn House Office Building. Breakfast will be served. Please RSVP to john.cusey@aei.org.

The American financial system is fragile and still recovering from the mortgage bubble. Dodd-Frank implementation will continue through 2012 and policymakers will be faced with how to deal with systematic risk. Is FHA following the path to insolvency that Fannie and Freddie took? What other risks are out there? How healthy are the banking and housing finance systems in this country? How will Europe’s financial situation impact our financial services system?

At the end of State of the Union week, please join Peter Wallison, Alex Pollock, Desmond Lachman and Ed Pinto from the AEI Financial Services policy team for a discussion about the State of the Union and the challenges facing our financial services system in 2012 and beyond.

 

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AEI Participants

 

Joseph
Antos
  • Joseph Antos is the Wilson H. Taylor Scholar in Health Care and Retirement Policy at the American Enterprise Institute (AEI), where his research focuses on the economics of health policy — including the Affordable Care Act, Medicare, the uninsured, and the overall reform of the health care system and its financing. He also studies the impact of health care expenditures on federal budget policy.

    Before joining AEI, Antos was assistant director for health and human resources at the Congressional Budget Office (CBO). He has also held senior positions in the US Department of Health and Human Services, the Office of Management and Budget, and the President’s Council of Economic Advisers. He recently completed a seven-year term as health adviser to CBO, and two terms as a commissioner of the Maryland Health Services Cost Review Commission. In 2013, he was also named adjunct associate professor of emergency medicine at George Washington University.

    Antos has a Ph.D. and an M.A. in economics from the University of Rochester and a B.A. in mathematics from Cornell University.



    Follow Joseph Antos on Twitter.

  • Phone: 202-862-5938
    Email: jantos@aei.org
  • Assistant Info

    Name: Neil McCray
    Phone: 2028625826
    Email: Neil.McCray@aei.org

 

Leon
Aron
  • Leon Aron is Resident Scholar and Director of Russian Studies at the American Enterprise Institute. He is the author of three books and over 300 articles and essays. Since 1999, he has written Russian Outlook, a quarterly essay on economic, political, social and cultural aspects of Russia’s post-Soviet transition, published by the Institute. He is the author of the first full-scale scholarly biography of Boris Yeltsin, Yeltsin: A Revolutionary Life (St. Martin’s Press, 2000); Russia’s Revolution: Essays 1989-2006 (AEI Press, 2007); and, most recently, Roads to the Temple: Memory, Truth, Ideas and Ideals in the Making of the Russian Revolution, 1987-1991 (Yale University Press, 2012).


    Dr. Aron earned his Ph.D. from Columbia University, has taught a graduate seminar at Georgetown University, and was awarded the Peace Fellowship at the U.S. Institute of Peace. He has co-edited and contributed the opening chapter to The Emergence of Russian Foreign Policy, published by the U.S. Institute of Peace in 1994 and contributed an opening chapter to The New Russian Foreign Policy (Council on Foreign Relations, 1998).


    Dr. Aron has contributed numerous essays and articles to newspapers andmagazines, including the Washington Post, the New York Times, theWall Street Journal Foreign Policy, The NewRepublic, Weekly Standard, Commentary, New York Times Book Review, the TimesLiterary Supplement. A frequent guest of television and radio talkshows, he has commented on Russian affairs for, among others, 60 Minutes,The Newshour with Jim Lehrer, Charlie Rose, CNN International,C-Span, and National Public Radio’s “All Things Considered” and “Talk of theNation.”


    From 1990 to 2004, he was a permanent discussant at the Voice of America’s radio and television show Gliadya iz Ameriki (“Looking from America”), which was broadcast to Russia every week.


    Follow Leon Aron on Twitter.

  • Phone: 202-862-5898
    Email: laron@aei.org
  • Assistant Info

    Name: Katherine Earle
    Phone: 202-862-5872
    Email: katherine.earle@aei.org

 

Dan
Blumenthal
  • Dan Blumenthal is the director of Asian Studies at the American Enterprise Institute, where he focuses on East Asian security issues and Sino-American relations.  Mr. Blumenthal has both served in and advised the U.S. government on China issues for over a decade.  From 2001 to 2004, he served as senior director for China, Taiwan, and Mongolia at the Department of Defense.  Additionally, he served as a commissioner on the congressionally-mandated U.S.-China Economic and Security Review Commission since 2006-2012, and held the position of vice chairman in 2007.  He has also served on the Academic Advisory Board of the congressional U.S.-China Working Group. Mr. Blumenthal is the co-author of "An Awkward Embrace: The United States and China in the 21st Century" (AEI Press, November 2012).

  • Phone: 202.862.5861
    Email: dblumenthal@aei.org
  • Assistant Info

    Name: Shannon Mann
    Phone: 202-862-5911
    Email: Shannon.Mann@aei.org

 

Alex
Brill
  • Alex Brill is a research fellow at the American Enterprise Institute (AEI), where he studies the impact of tax policy on the US economy as well as the fiscal, economic, and political consequences of tax, budget, health care, retirement security, and trade policies. He also works on health care reform, pharmaceutical spending and drug innovation, and unemployment insurance reform. Brill is the author of a pro-growth proposal to reduce the corporate tax rate to 25 percent, and “The Real Tax Burden: More than Dollars and Cents” (2011), coauthored with Alan D. Viard. He has testified numerous times before Congress on tax policy, labor markets and unemployment insurance, Social Security reform, fiscal stimulus, the manufacturing sector, and biologic drug competition.

    Before joining AEI, Brill served as the policy director and chief economist of the House Ways and Means Committee. Previously, he served on the staff of the White House Council of Economic Advisers. He has also served on the staff of the President's Fiscal Commission (Simpson-Bowles) and the Republican Platform Committee (2008).

    Brill has an M.A. in mathematical finance from Boston University and a B.A. in economics from Tufts University.

  • Phone: 202-862-5931
    Email: alex.brill@aei.org
  • Assistant Info

    Name: Brittany Pineros
    Phone: 202-862-5926
    Email: brittany.pineros@aei.org

 

Mackenzie
Eaglen
  • Mackenzie Eaglen has worked on defense issues in the U.S. Congress, both House and Senate, and at the Pentagon in the Office of the Secretary of Defense and on the Joint Staff. She specializes in defense strategy, budget, military readiness and the defense industrial base. In 2010, Ms. Eaglen served as a staff member of the congressionally mandated Quadrennial Defense Review Independent Panel, a bipartisan, blue-ribbon commission established to assess the Pentagon's major defense strategy. A prolific writer on defense related issues, she has also testified before Congress.


     


    Follow Mackenzie Eaglen on Twitter.

  • Phone: (202) 862-7183
    Email: mackenzie.eaglen@aei.org
  • Assistant Info

    Name: Charles Morrison
    Phone: (202) 862-5945
    Email: charles.morrison@aei.org

 

Kenneth P.
Green

 

Kevin A.
Hassett
  • Kevin A. Hassett is the State Farm James Q. Wilson Chair in American Politics and Culture at the American Enterprise Institute (AEI). He is also a resident scholar and AEI's director of economic policy studies.



    Before joining AEI, Hassett was a senior economist at the Board of Governors of the Federal Reserve System and an associate professor of economics and finance at Columbia (University) Business School. He served as a policy consultant to the US Department of the Treasury during the George H. W. Bush and Bill Clinton administrations.

    Hassett has also been an economic adviser to presidential candidates since 2000, when he became the chief economic adviser to Senator John McCain during that year's presidential primaries. He served as an economic adviser to the George W. Bush 2004 presidential campaign, a senior economic adviser to the McCain 2008 presidential campaign, and an economic adviser to the Mitt Romney 2012 presidential campaign.

    Hassett is the author or editor of many books, among them "Rethinking Competitiveness" (2012), "Toward Fundamental Tax Reform" (2005), "Bubbleology: The New Science of Stock Market Winners and Losers" (2002), and "Inequality and Tax Policy" (2001). He is also a columnist for National Review and has written for Bloomberg.

    Hassett frequently appears on Bloomberg radio and TV, CNBC, CNN, Fox News Channel, NPR, and "PBS NewsHour," among others. He is also often quoted by, and his opinion pieces have been published in, the Los Angeles Times, The New York Times, The Wall Street Journal, and The Washington Post.

    Hassett has a Ph.D. in economics from the University of Pennsylvania and a B.A. in economics from Swarthmore College.

  • Phone: 202-862-7157
    Email: khassett@aei.org
  • Assistant Info

    Name: Emma Bennett
    Phone: 202-862-5862
    Email: emma.bennett@aei.org

 

Steven F.
Hayward
  • Steven F. Hayward was previously the F.K. Weyerhaeuser Fellow at AEI. He is the author of the Almanac of Environmental Trends, and the author of many books on environmental topics. He has written biographies of Presidents Jimmy Carter and Ronald Reagan and of Winston Churchill, and the upcoming book, The Politically Incorrect Guide to the Presidents. He contributed to AEI's Energy and Environment Outlook series. 

 

Robert B.
Helms
  • Robert B. Helms has served as a member of the Medicaid Commission as well as assistant secretary for planning and evaluation and deputy assistant secretary for health policy at the U.S. Department of Health and Human Services (HHS). An economist by training, he has written and lectured extensively on health policy and health economics, including the history of Medicare, the tax treatment of health insurance, and compared international health systems. He currently participates in the Health Policy Consensus Group, an informal task force that is developing consumer-driven health reforms. He is the author or editor of several AEI books on health policy, including Medicare in the Twenty-First Century: Seeking Fair and Efficient Reform and Competitive Strategies in the Pharmaceutical Industry.
  • Phone: 2028625877
    Email: rhelms@aei.org
  • Assistant Info

    Name: Kelly Funderburk
    Phone: 202.862.5855
    Email: Kelly.Funderburk@AEI.org

 

Desmond
Lachman
  • Desmond Lachman joined AEI after serving as a managing director and chief emerging market economic strategist at Salomon Smith Barney. He previously served as deputy director in the International Monetary Fund's (IMF) Policy Development and Review Department and was active in staff formulation of IMF policies. Mr. Lachman has written extensively on the global economic crisis, the U.S. housing market bust, the U.S. dollar, and the strains in the euro area. At AEI, Mr. Lachman is focused on the global macroeconomy, global currency issues, and the multilateral lending agencies.
  • Phone: 202-862-5844
    Email: dlachman@aei.org
  • Assistant Info

    Name: Emma Bennett
    Phone: 202.862.5862
    Email: emma.bennett@aei.org

 

John H.
Makin
  • John H. Makin is a resident scholar at the American Enterprise Institute (AEI) where he studies the US economy, monetary policy, financial markets, corporate taxation and banking. He also studies and writes frequently about Japanese, Chinese and European economic issues.

    Makin has served as a consultant to the US Treasury Department, the Congressional Budget Office, and the International Monetary Fund. He spent twenty years on Wall Street as the chief economist, and later as a principal of Caxton Associates a trading and investment firm. Earlier, Makin taught economics at various universities including the University of Virginia. He has also been a scholar at the Bank of Japan, the Federal Reserve Bank of San Francisco, the Federal Bank of Chicago, and the National Bureau of Economic Research. A prolific writer, Makin is the author of numerous books and articles on financial, monetary, and fiscal policy. Makin also writes AEI's monthly Economic Outlook which pairs insightful research with current economic topics.

    Makin received his doctorate and master’s degree in economics from University of Chicago, and bachelor’s degree in economics from Trinity College.


    Follow John Makin on Twitter.

  • Phone: 202-862-5828
    Email: jmakin@aei.org
  • Assistant Info

    Name: Brittany Pineros
    Phone: 202-862-5926
    Email: brittany.pineros@aei.org

 

Thomas P.
Miller
  • Thomas Miller is a former senior health economist for the Joint Economic Committee (JEC). He studies health care policy and regulation. A former trial attorney, journalist, and sports broadcaster, Mr. Miller is the co-author of Why ObamaCare Is Wrong For America (HarperCollins 2011) and heads AEI's "Beyond Repeal & Replace" health reform project. He has testified before Congress on issues including the uninsured, health care costs, Medicare prescription drug benefits, health insurance tax credits, genetic information, Social Security, and federal reinsurance of catastrophic events. While at the JEC, he organized a number of hearings that focused on reforms in private health care markets, such as information transparency and consumer-driven health care.
  • Phone: 202-862-5886
    Email: tmiller@aei.org
  • Assistant Info

    Name: Neil McCray
    Phone: 202-862-5826
    Email: Neil.McCray@aei.org

 

Edward J.
Pinto
  • American Enterprise Institute (AEI) resident fellow Edward J. Pinto is the codirector of AEI’s International Center on Housing Risk. He is currently researching policy options for rebuilding the US housing finance sector and specializes in the effect of government housing policies on mortgages, foreclosures, and on the availability of affordable housing for working-class families. Pinto writes AEI’s monthly Housing Risk Watch, which has replaced AEI’s FHA Watch. Along with AEI resident scholar Stephen Oliner, Pinto is the creator and developer of the AEI Pinto-Oliner Mortgage Risk, Collateral Risk, and Capital Adequacy Indexes.


    An executive vice president and chief credit officer for Fannie Mae until the late 1980s, Pinto has done groundbreaking research on the role of federal housing policy in the 2008 mortgage and financial crisis. Pinto’s work on the Government Mortgage Complex includes seminal research papers submitted to the Financial Crisis Inquiry Commission: “Government Housing Policies in the Lead-up to the Financial Crisis” and “Triggers of the Financial Crisis.” In December 2012, he completed a study of 2.4 million Federal Housing Administration (FHA)–insured loans and found that FHA policies have resulted in a high proportion of working-class families losing their homes.

    Pinto has a J.D. from Indiana University Maurer School of Law and a B.A. from the University of Illinois at Urbana-Champaign.

  • Phone: 240-423-2848
    Email: edward.pinto@aei.org
  • Assistant Info

    Name: Emily Rapp
    Phone: 202-419-5212
    Email: emily.rapp@aei.org

 

Danielle
Pletka

  • As a long-time Senate Committee on Foreign Relation senior professional staff member for the Near East and South Asia, Danielle Pletka was the point person on Middle East, Pakistan, India and Afghanistan issues. As the vice president for foreign and defense policy studies at AEI, Pletka writes on national security matters with a focus on Iran and weapons proliferation, the Middle East, Syria, Israel and the Arab Spring. She also studies and writes about South Asia: Pakistan, India and Afghanistan.


    Pletka is the co-editor of “Dissent and Reform in the Arab World: Empowering Democrats” (AEI Press, 2008) and the co-author of “Containing and Deterring a Nuclear Iran” (AEI Press, 2011) and “Iranian influence in the Levant, Egypt, Iraq, and Afghanistan” (AEI Press, 2012). Her most recent study, “America vs. Iran: The competition for the future of the Middle East,” was published in January 2014.


     


    Follow Danielle Pletka on Twitter.


  • Phone: 202-862-5943
    Email: dpletka@aei.org
  • Assistant Info

    Name: Alexandra Della Rocchetta
    Phone: 202-862-7152
    Email: alex.dellarocchetta@aei.org

 

Alex J.
Pollock
  • Alex J. Pollock is a resident fellow at the American Enterprise Institute (AEI), where he studies and writes about housing finance; government-sponsored enterprises, including Fannie Mae, Freddie Mac, and the Federal Home Loan Banks; retirement finance; and banking and central banks. He also works on corporate governance and accounting standards issues.


    Pollock has had a 35-year career in banking and was president and CEO of the Federal Home Loan Bank of Chicago for more than 12 years immediately before joining AEI. A prolific writer, he has written numerous articles on financial systems and is the author of the book “Boom and Bust: Financial Cycles and Human Prosperity” (AEI Press, 2011). He has also created a one-page mortgage form to help borrowers understand their mortgage obligations.


    The lead director of CME Group, Pollock is also a director of the Great Lakes Higher Education Corporation and the chairman of the board of the Great Books Foundation. He is a past president of the International Union for Housing Finance.


    He has an M.P.A. in international relations from Princeton University, an M.A. in philosophy from the University of Chicago, and a B.A. from Williams College.


  • Phone: 202.862.7190
    Email: apollock@aei.org
  • Assistant Info

    Name: Emily Rapp
    Phone: (202) 419-5212
    Email: emily.rapp@aei.org

 

Alan D.
Viard
  • Alan D. Viard is a resident scholar at the American Enterprise Institute (AEI), where he studies federal tax and budget policy.

    Prior to joining AEI, Viard was a senior economist at the Federal Reserve Bank of Dallas and an assistant professor of economics at Ohio State University. He has also been a visiting scholar at the US Department of the Treasury's Office of Tax Analysis, a senior economist at the White House's Council of Economic Advisers, and a staff economist at the Joint Committee on Taxation of the US Congress. While at AEI, Viard has also taught public finance at Georgetown University’s Public Policy Institute. Earlier in his career, Viard spent time in Japan as a visiting scholar at Osaka University’s Institute of Social and Economic Research.

    A prolific writer, Viard is a frequent contributor to AEI’s “On the Margin” column in Tax Notes and was nominated for Tax Notes’s 2009 Tax Person of the Year. He has also testified before Congress, and his work has been featured in a wide range of publications, including Room for Debate in The New York Times, TheAtlantic.com, Bloomberg, NPR’s Planet Money, and The Hill. Viard is the coauthor of “Progressive Consumption Taxation: The X Tax Revisited” (2012) and “The Real Tax Burden: Beyond Dollars and Cents” (2011), and the editor of “Tax Policy Lessons from the 2000s” (2009).

    Viard received his Ph.D. in economics from Harvard University and a B.A. in economics from Yale University. He also completed the first year of the J.D. program at the University of Chicago Law School, where he qualified for law review and was awarded the Joseph Henry Beale prize for legal research and writing.
  • Phone: 202-419-5202
    Email: aviard@aei.org
  • Assistant Info

    Name: Regan Kuchan
    Phone: 202-862-5903
    Email: regan.kuchan@aei.org

 

Peter J.
Wallison
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