Resumé

HONORS

  • Selected by 2006 Los Angeles Times West Magazine as one of the 100 most powerful people in Southern California
  • 2009 Arrowhead Distinguished Executive Officer
  • Regional Champion, Southern California Association of Governments, 2008
  • President’s Award, Inland Empire Economic Partnership, 2006
  • California State University San Bernardino

EDUCATION

  • B.S. cum laude Saint Mary's College of California Classics & Economics 1962
  • M.A., Ph.D. Claremont Graduate University Economics 1965, 1971
    Dissertation: Economic Impact of Defense Closures on the Inland Empire

RECENT CLIENTS HAVE INCLUDED:

  • Port of Los Angeles / Port of Long Beach
  • Southern California Metropolitan Water District
  • Southern California Association of Governments
  • Port of Los Angeles
  • Port of Long Beach
  • Southern California Metropolitan Water District 
  • Southern California Association of Governments
  • Yellow Freight Systems
  • March Inland Global Port
  • Southern California Edison
  • Verizon
  • Granite Construction
  • Lehigh Permanente
  • Hillwood (©A Perot Company)
  • Citizens Business Bank
  • Burlington Northern Santa Fe Railroad
  • City National Bank
  • Cambridge Systematics
  • Wilbur Smith Economic Consulting
  • Inland Empire Economic Partnership
  • Orange County Transportation Agency
  • Inland Valley Development Agency
  • Southern California Logistics Airport
  • General Growth Properties
  • Forest City Development
  • Riverside County Transportation Commission
  • San Bernardino Associated Governments
  • Western Riverside Council of Governments
  • Coachella Valley Economic Partnership
  • GE Capital
  • California Speedway
  • San Bernardino County
  • Riverside County
  • Arrowhead Credit Union
  • Entrepreneurial Capital Group
  • San Bernardino Valley Municipal Water District
  • State of California
  • Inland Empire Utilities Agency
  • PFF Bank
  • 40 Cities

POSITIONS HELD

  • Principal, Economics & Politics, Inc. & Predecessor, Economics & Finance, 1981-Present
  • Editor/Writer, Inland Empire Quarterly Economic Report Economic Research 1988-Present
  • Executive Committee, CA Community College Strategic Plan Community Colleges 2005
  • Columnist, The Business Press, Inland Empire Newspaper 1998-2006
    Executive Committee Inland Empire Economic Partnership Economic Development 1995-2003
  • President, Inland Empire Economic Partnership Economic Development 1994
  • Principal, Economics & Politics, Inc. & predecessor, Economics & Finance, 1981-Present
  • Chief Economist, Inland Empire Economic Partnership, Economist,
    2010-Present
  • Weekly Commentator, KVCR FM, Economist, 2012-Present
  • Editor/Writer, Inland Empire Quarterly Economic Report, Economic Research, 1988-Present
  • Executive Committee, CA Community College Strategic Plan Community Colleges, 2005
  • Columnist, The Business Press, Inland Empire Newspaper, 1998-2006
  • Executive Committee, Inland Empire Economic Partnership, Economic Development, 1995-2003
  • President, Inland Empire Economic Partnership, Economic Development
    1994
  • Economist, CSU San Bernardino, Economic Research, 1990-1992
  • Senior Consultant, California State Assembly Majority Services Analyst 1980-1984
  • Associate Professor, San Bernardino Valley College, Business & Economics, 1966-1981

SAMPLES OF RECENT APPLIED RESEARCH

  1. Demographic, Economic & Quality of Life Reports for Inland Empire cities, 1995-Present (samples below)
    Prepare reports on every major and most smaller Inland Empire city containing up to 104 pages of analysis and up to 144 exhibits describing their demographic, housing, employment, payroll, retail sales, industrial real estate, office real estate, crime, school performance and quality of life indicators.  This work was done for 40 cities, many for several years, the most recent reports were in 2012 for Rancho Cucamonga, Chino and Eastvale. 
Barstow

Grand Terrace

Rialto

Beaumont

.Eastvale

La Quinta

Palm Springs

Big Bear Lake

Highland

San Bernardino

Cathedral City

Hemet

Moreno Valley

Perris

Chino

Montclair

29 Palms

Coachella

Indian Wells

Murrieta

Rancho Mirage

Chino Hills

Ontario

Upland

Corona

Indio

Norco

Riverside

Colton

R. Cucamonga

Victorville

Desert Hot Spr

Lake Elsinore

Palm Desert

Temecula

Fontana

Redlands

Yucca Valley

Coastal County Cites:

Pomona

Garden Grove

  1. White Paper:  California’s Regulatory Environment’s Adverse Impact on Marginally Educated Workers, 2013
    White Paper written for Inland Empire Economic Partnership which has served as the basis for California wide discussion of the public health and social justice implications of California regulatory environment hindering the ability of the manufacturing, logistics, construction and mining sectors to create jobs.  The impact is cutting marginally educated workers off from accessing the middle class with deleterious impacts on their health.  A disproportionate share are Hispanic and African American with social justice implications.  Inland Empire Economic Partnership, 2013
  2. Expert Testimony, Litigation, 2013
    Served as expert witness in wide variety of trials including most recently business contract litigation (2013), , economic impact of mining (2013), bankruptcy (2007).  Also, served as expert witness in lost earnings cases.
  3. Economic Impact of Logistics, 2013
    Assisted several development clients in preparing economic impact of their projects as part of the permitting process in several Inland Empire cities.  2013 clients:  Hillwood @ Perot Company; Watson Land Company; McShane Development Company; TREH Partners
  4. Economic Impact of Underwater Homes, San Bernardino County, 2012
    Detailed look at the degree to which underwater homes pose a short and long term threat to the economy of San Bernardino County.  Study analyzed the impact on families and likelihood of their losing their homes.  It investigated the relationship of police and fire calls for service to single family rentals versus other forms of dwellings. It discussed policies for dealing with the crisis and the length of time it is likely to continue in the absence of policy.  Client:  Shute, Mihaly & Weinberger
  1. Inland Empire Quarterly Economic Report, 1965-1969; 1988-present
    Author of the respected Inland Empire QER, a publication now in its 16th year that is distributed to 12,000 business and governmental leaders.  The QER gives hard data on the Inland Empire economy, discusses the impacts of economic trends and governmental policies.  Sponsors:  IEEP, Riverside County Transportation Commission, San Bernardino Associated Governments, Lee & Associates.
  2. Economic Impact of the Parkway 1e11 on the Coachella Valley, 2012
    Study looking at the potential for the Parkway 1e11 linking together the major cities of the Coachella Valley and allowing the use of bicycles, walking, jogging and neighborhood electric vehicles to move between them.  Study investigated the impact of cycling and marathon events, tourism, property values, gasoline savings and public health programs.  Client: Coachella Valley Association of Governments
  3. Economic Development Strategy, Southern California, 2010-2012 
    Held lengthy one on one discussions with the entrepreneurs and executives in the sectors bringing money into the Inland Empire’s economy.  Identified strategy lines for expanding those sectors as part of a Southern California economic development strategy.  Clients:  Southern California Association of Governments, San Bernardino County.
  4. San Bernardino & Riverside County Response to SB 375, 2010  Conducted one on one interviews the 52 planning directors of the two inland Southern California economies.  Work with the results and the staff of the San Bernardino Associated Governments, Western Riverside Council of Governments, Coachella Valley Association of Governments and Southern California Association of Governments to create population, housing and employment forecasts for the two counties and each of their cities.  Client:  Southern California Association of Governments.
  5. SCAG Regional Goods Movement Study, 2008-2010
    Develop database of each distribution facility located in Southern California (over 10,000).  Developed GIS location of each facility.  Developed a classification system for each type of warehousing and trucking facility in collaboration with knowledgeable executives from logistics associations.  Extensively interviewed executives managing each type of facility.  Also interviewed executives of major firms building and leasing facilities as well as corporate supply chain managers.  Interviewed numerous commercial brokers attempting to lease facilities.

    Held extensive meetings with planning directors of communities where warehousing facilities have been extensively located and where they are starting to locate.  Participated in several goods movement round tables made up of truckers, warehouse owners, supply chain managers, port and railroad executives, city planners and managers, state legislators, regional planners dealing with funding logistics infrastructure, environmentalists, and public health advocates.  Client:  Southern California Association of Governments.
  6. Inland Empire Economic Recovery Corporation, 2009-2010
    Helped establish and provided research and strategies to a public-private corporation designed to acquire foreclosed properties en masse from public agencies and private financial groups, use local contractors to restore them to marketable conditions, and local realtors to sell them to owner occupant buyers.  Clients:  San Bernardino & Riverside Counties
  1. The Housing Crisis, Issues and Potential Strategies, Riverside County, 2008
    Undertook study looking at the impact of the housing crisis on Riverside County and strategies for dealing with it.  Issue raised were underwater mortgages, vacant homes, code enforcement, decaying homes, impact of absentee-owned rentals, inability of new homes to compete with foreclosure prices, effect of fees on building costs.  Recommended strategies for dealing with each of these.  Clients: Western Riverside Council of Governments, City of Riverside, Greater Riverside Chamber of Commerce, County of Riverside, Riverside Building Industries Association
  1. Analyze/criticize U.S. Fish & Wildlife economic impact study of San Bernardino Kangaroo Rat, Santa Ana Sucker, 2002, 2004, 2010-2012
    A
    fter a thorough review of the U.S. Fish & Wildlife economic impact studies of the San Bernardino Kangaroo Rat and Santa Ana Sucker, wrote critiques and criticism of them.  The service redid their work and admitted that the impacts were far above their estimates.  Clients:  SB Valley Municipal Water District, SB County Flood Control.
  2. Annual Budget Forecasts. 1992-2012
    Researched and documented annual budget forecasts for key variables for San Bernardino and Riverside counties, plus the sales tax revenues from San Bernardino Associated Government’s Measure “I”.  Clients:  San Bernardino & Riverside Counties; SANBAG
  1. Coachella Valley Economic Development Report, 2000-2011
    On-going reports analyzing the Coachella Valley economy based solely on data from within the region.
  1. Moody's, Fitch's and Standard & Poor Bond Ratings, 1993-2012
    Researched the impact of the California recession/recovery on the near & long term health of the Inland Empire.  Made repeated presentations to the New York and San Francisco offices of Fitch's, Moody's and Standard & Poor bond rating agencies on behalf of Inland Empire counties, school districts and transportation authorities.  Feature speaker Bond Buyer conference on California municipal securities, 1995.  Clients:  San Bernardino & Riverside Counties and Transportation agencies
  2. Economic Impact of Liberty Quarry on Southwest Riverside County, 2007, 2012
    Analysis of impact of proposed quarry on that area of Riverside County.  Client:  Granite Construction
  1. Economic Analysis of the Clean Truck Program at the Ports of Los Angeles and Long Beach, 2007
    Analysis of the complex issues of the manner in which the Clean Truck Program would reorganize the movement of cargo from the ports into and through Southern California  This work involved extensive discussions with the individuals working on the logistics issues surrounding the ports and movement of goods.  These included ocean carriers, Pacific Merchants Shippers Association, trucking companies, supply chain managers of beneficial cargo owners (e.g. retailers), warehousing managers, railroads, National Resources Defense Fund, Southern California Air Quality Management District, California Air Resources Board, public health advocates, neighborhood associations, manufacturers of clean vehicles, business associations, regional planning groups, local and state political leaders, International Long Shore Workers Union, Teamsters, Change To Win.  Client:  Ports of Los Angeles and Long Beach.
  1. Multi-County Goods Movement Action Plan, Southern California, 2006-2007
    Develop model of sectors making up the goods movement “sector” and the occupations within each sector.  Developed data on the pay for each occupation in each sector as well as the total payroll and employment in each sector.  Developed data on educational level required for each occupation within each sector as well as the years of experience and created workforce ladders up which workers could progress.  Created demand model for logistics sector and forecast of demand.  This permitted creation of an economic impact model showing the effect of the logistics sector on of the sectors on Southern California’s economy and the over all economic impact on the seven Southern California counties.  Impact work included opening of upper mobility for blue collar workers as well as the dollar and overall job impacts given the labor force difficulties in principal alternative sectors:  construction and manufacturing.  Client:  Seven Southern California Transportation Agencies, SCAG, CALTRANS
  1. Logistics & Distribution: An Answer to Regional Upward Social Mobility, 2004
    Analysis of Southern California’s declining per capita income status, the need for a sector to replace manufacturing as a source of upward mobility for marginally educated workers, and the case why the logistics industry can play this role if its infrastructure issues are met.  Client:  Southern California Association of Governments
  1. Ontario General Plan Updates, 1994-2008
    Provided economic analysis of the status of the Ontario city economy, which now has nearly 100 million square feet of warehousing and distribution operations.  Helped formulate the strategy for the location of these facilities and their juxtaposition to Ontario International Airport and unfettered access routes to the I-15, I-10 and State Route 60 freeways.  Work stressed the need for blue collar jobs in an economy where 50.5% of adults had no college experience.  It stressed the need to keep warehousing and distribution facilities away from residential, retail, school, entertainment areas because neither the distributors or people in those other sectors wanted to intermingle.
  1. San Bernardino County General Plan Update, Economic Background & Strategies, 2007
    440 page analysis of each of six economic zones in San Bernardino County looking at its history, demographics, housing, employment, retail trade, competitive location characteristic and quality of life indicators.  Client:  San Bernardino Co.
  1. Build-out in the Westend of San Bernardino County, 2007
    Conducted the first study of what build-out will look like and the pace at which it is likely to be achieved in the industrial, office, retail, multi-tenant and single family real estate markets of the Fontana, Rancho Cucamonga, Ontario, Upland, Chino and Chino Hills area.  Client: Inland Empire Utility Agency.
  1. Workforce Development Strategy, County of San Bernardino, 2007
    Interviewed SB county’s economic development, workforce development and human services staff; interviewed every community college president and regional occupational program director in the county; interviewed several adult school directors and high school skills specialists; interviewed 15 apprenticeship coordinators; based on this designed a workforce development strategy integrating their institutions.  Client:  San Bernardino County
  1. Transportation Uniform Mitigation Fees (TUMF). 2004, 2007
    Researched the impact of Western Riverside County’s TUMF fees on non-residential projects in that area compared to Orange County and San Bernardino County.  Client:  Western Riverside Council of Governments
  1. Economic Impact of Santa Fe Intermodal Rail Yards, 1995, 2001
    Researched the job and economic impact of developing a 500,000 lift capacity intermodal rail yard in the City of San Bernardino.  Work explained the location advantage of intermodal rail for warehousing & manufacturing firms in an era County.  Client:  BNSF Railroad
  1. Economic Impact of Roadway Express cross docking facilities on the efficiency of goods movement in the I-10 Corridor of San Bernardino County, 1999
    Study of how locating Roadway’s cross docks near to Burlington Northern Santa Fe Railroad intermodal yard, Ontario International Airport and the 200 million feet of industrial space developed since 1985 will increase the efficiency, lower the cost and increase the competitiveness of the goods moving industry in that area.  Client:  Roadway Express
  1. Helped Coordinate Successful Effort to Stop Closure of Naval Warfare Assessment Division, Norco, 1995
    Modeled cumulative employment and dollar impact of adding NWAD to the Norton, George, & March AFB closures and/or downsizing.  Documented weaknesses in Navy's case for closing NWAD.  Helped coordinated local lobbying efforts.  Testified before BRAC 1995 & 1993.  Wrote sections of Governor Wilson's BRAC testimony both years.  1,500 direct jobs saved at NWAD.  Client:  City of Norco, Consortium of Riverside County agencies.
  2. 2000-2030 Long Term Population, Job & Housing Forecasts, Inland Empire, 2000 & 2003-2004
    As part of the SCAG long term forecasting process, helped create the forecasts of jobs, housing and population with emphasis on the Inland Empire.  Client: variously performed under contract to the San Bernardino Associated Governments, the City of Moreno Valley and SCAG.
  3. Reorganization of Riverside County Transportation Commission, 2002
    Facilitated and later mediated discussions between elected representatives of the 24 cities and Riverside County Board of Supervisors that resulted in the reorganization of RCTC from a seven person board to a board with one representative of each city and all five supervisors.  The negotiation also resulted in the establishment of a formula for allocating SB 45 transportation funds between the Coachella Valley and the Western Riverside areas.  Client:  Riverside County
  4. Comparative Economic Behavior of  Inland Empire versus L.A. & Orange Counties, 1995 and 2002
    Researched the reasons why the Inland Empire economy has added jobs faster than the larger adjacent counties and why this trend will continue into the foreseeable future.  Identified the strengths and weaknesses of the inland area vis-à-vis coastal counties and policy issues arising.  Clients: Verizon; Riverside County; Orange County Transportation Agency.
  1. Community College Role In Economic Development & Upward Social Mobility, 2001 & 2004
    Analysis of the changing education needs of entry-level and adult workers and the role of the community colleges, economic development community and business community in designing and implementing programs to fill them.  Clients: San Bernardino Community College District; Chaffey Community College District.

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Updated 07/20/2013