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Montague J. Lord

NATIONALITY: USA and Spain
PO Box 500157, Marathon, FL 33050
TELEPHONE: 1-202-332-9444  -  FAX: 1-202-318-8585
mlord@montaguelord.com     www.montaguelord.com


EDUCATION

Ph.D., Economics, University of Texas at Austin,1979
Postdoctoral studies, Oxford University, 1981-82
Postdoctoral studies, London School of Eco¬nomics, 1981-82
Postdoctoral studies, George Washington Uni¬v., 1983-84
Graduate studies, University of Massa¬chu¬setts, 1968-69
B.S., John Carroll University, Eco¬nomics, 1968

OTHER TRAINING

Visiting Professor, London School of Economics and Pol. Sci., 1981-82.
Research Fellow, Oxford Univ., Inst. of Econ. and Statistics, 1981-82.
Research Fellow, Oxford Univ., Queen Elizabeth House, 1981-82.
Review¬er for Oxford Uni¬v. Press, JDE, Journal of Policy Modeling, World Development, Applied Economics.
University Selection Com¬mittee, Hubert Humphrey Fellowship Program.

LANGUAGE & DEGREE OF PROFICIENCY

English (mother tongue - proficient) 
Spanish (mother tongue – proficient)

PROFESSIONAL SOCIETIES     

Royal Economic Society • American Eco¬n. Associa¬tion • Econometric Society • Cosmos Club

COUNTRIES OF WORK EXPERIENCE     

East Asia: Brunei, Cambodia, Indonesia, Laos, Malaysia, Myanmar, Philippines, Thailand, Viet Nam. Middle East: Egypt, Jordan. Micronesia: Fed. States of Micronesia, Kiribati, Marshall Islands, Palau, Tuvalu. Eastern Europe: Romania. Central Asia: Kazakhstan, Kyrgyzstan, Uzbekistan. Central America and Caribbean: Belize, Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua, Panama; Dominican Republic, Jamaica, Trinidad and Tobago. South America: Argentina, Bolivia, Brazil, Chile, Colombia, Ecuador, Peru, Suriname, Uruguay, Venezuela.

EMPLOYMENT RECORD

FROM 1992 to Present

Self-Employed, Montague Lord International LLC

International consultant, with particular emphasis on Southeast Asia, Latin America, Middle East and FSU countries in the fields of trade policy reform, macroeconomics, econometric modeling, export development strategies, investment promotion and project identification. Also visiting professor of economics at West Virginia University. Director of numerous projects for universities, government agencies, national and international organizations including the World Bank, IMF, OECD, ADB, IDB, WTO and JICA.

From 1972 TO 1992

Inter-American Development Bank (Washington, DC)

International Trade and Development Economist and Acting Chief of International Trade Section. Managed team of international economists supporting IDB lending operations, and coordinated activities in trade, finance and macroeconomics. Developed prototype macroeconomic model for application and extension by country economists and estimated alternative macroeconomic policies. Designed international trade policy models to quantitatively assess impact of multilateral trade liberalization, free trade areas and WTO negotiations. Prepared studies on market structure and industry studies..

CONSULTING ASSIGNMENTS

2006    

Project & Location: EC, Tax Revenue Forecasting, Viet Nam

Year & Duration: 2006 (0.5 months)

Position: Financial Specialist

Services Rendered: Determined options for revenue forecasting methods of Government tax department.

Project & Location: EC/World Bank, Tax and Tax Administration Burden on SMEs, Laos,

Year & Duration: 2006 (1 months)

Position: Financial Specialist

Services Rendered: Assessment of the tax system in Laos and impact on business environment.

Project & Location: ADB, Poverty Reduction Strategy Program (PRSP) Evaluation, Azerbaijan

Year & Duration: 2006 (3 month)

Position: Poverty Specialist

Services Rendered: Poverty Reduction Strategy Paper (PRSP) and Country Poverty Analyses (CPA).

Project & Location: EC, Multrap Evaluation, Cambodia and Lao PDR

Year & Duration: 2006 (2 month)

Position: Trade and Investment Specialist

Services Rendered: Assess of Multilateral Trade Assistance Project (MULTRAP) in Cambodia and Laos.

Project & Location: ADB, BIMSTEC Transport Logistics Study, Maldives

Year & Duration: 2006 (2 month)

Position: Trade Logistics Specialist

Services Rendered: Study to promote trade among the Member States of the Bay of Bengal Initiatives for Multi-Sectoral Technical and Economic Cooperation (BIMSTEC).

2005    

Project & Location: ADB, Commercialization of Agriculture in the Maldives, Maldives

Year & Duration: 2005 (3 month)

Position: Team Leader, Private Sector Development Specialist

Services Rendered: Study on assessment and prioritization of commercial opportunities for agriculture and identify key elements of a strategy for agricultural commercialization that includes pilot projects.

Project & Location: ADB, Small Scale Technical Assistance for Capacity Building of Ministry of Finance To Support Tariff, Industry and Subsidy Analysis for the Purpose of WTO Accession, Viet Nam

Year & Duration: 2005(2 months)

Position:

Services Rendered: Trade capacity building for Vietnam’s market access negotiations of WTO accession, providing tools for analyzing effective rates of assistance.

Project & Location: USAID, Impact Assessment of Economic Policy Reforms, Egypt

Year & Duration: 2005 (2 months)

Position: Team Leader, Macroeconomist and International Financial Economist

Services Rendered: Impact assessment of trade policy and customs reforms from donor-assisted policy based cash transfer programs and technical assistance projects.

Project & Location: DFID, Partial Scope Agreement between Belize and Guatemala, Belize

Year & Duration: 2005 (1 month)

Position: Trade and investment specialist

Services Rendered: Assessed Partial Scope Agreement (PSA) with Guatemala on investment, transportation, and implications for trade taxes and industry-specific production and employment levels.

2004    

Project & Location: ADB, Bhutan Country Assistance Program Evaluation (CAPE)

Year & Duration: 2004 (5 months)

Position: Team Leader, Evaluation Specialist

Services Rendered: Country assistance program evaluation (CAPE) of loans and technical assistance in the last 20 years to meet national and ADB sector and country strategy objectives.

Project & Location: ADB, Small Scale Technical Assistance for Capacity Building of Ministry of Finance To Support Tariff, Industry and Subsidy Analysis for the Purpose of WTO Accession, Viet Nam

Year & Duration: 2004 (5 months)

Position: Team Leader, Trade and Investment Specialist

Services Rendered: Trade capacity building for Vietnam’s market access negotiations of WTO accession, providing tools for industry-level and tax revenue implications of potential offers.

Project & Location: ADB, Uzbekistan Economic Growth and Macro-Modeling Study, Uzbekistan

Year & Duration: 2004 (4 months)

Position: Trade and Private Sector Development Specialist

Services Rendered: Macroeconomic analysis of growth sources from product and expenditure sides, and development of macro-modeling capabilities based on RMSM-X methodology.

Project & Location: DfiD, Evaluation of DFID Support to Trade Capacity Building

Year & Duration: 2004 (3 months)

Position: Team Leader, Trade and investment specialist

Services Rendered: Conducted national assessment of trade-related capacity building and evaluated donor assistance on trade to derive lessons for DFID activities.

Project & Location: USAID, Impact Assessment of Colombia-United States Bilateral Trade Agreement

Year & Duration: 2004 (2 months)

Position: Trade and investment specialist

Services Rendered: Developed quantitative models to assess impact of FTAA and bilateral trade liberalization on trade, and effective rates of protection changes on production levels.

Project & Location: ADB, ADTA

Project Preparation for Commercialization of Agriculture in the Maldives

Year & Duration: 2004 (1 month)

Position: Trade and Private Sector Development Specialist

Services Rendered: Prepared technical assistance project for commercialization of agriculture to support private sector activity in high-value products targeted at niche markets.

2003    

Project & Location: ADB, Prioritizing Strategic Directions for BIMP-EAGA, Brunei, Indonesia, Malaysia, Philippines

Year & Duration: 2003 (4 months)

Position: Team Leader, Trade and Investment Specialist

Services Rendered: Revised growth area strategy on trade, agro-business, transport and trade for Brunei Darussalam, Indonesia, Malaysia and Philippines.

Project & Location: ADB, Regional Cooperation Initiative, Maldives

Year & Duration: 2003 (4 month)

Position: Trade and Investment Specialist

Services Rendered: Regional cooperation strategy with South Asian countries in private sector development, agriculture, aquaculture, transport and communications, and fisheries.

Project & Location: USAID, Evaluation of Competitiveness Initiatives, Global

Year & Duration: 2003 (4 months)

Position: Trade and Private Sector Development Specialist

Services Rendered: Evaluated competitiveness initiatives throughout the world by public and private organization, and conducted country-specific evaluations on overseas missions.

Project & Location: ADB, Greater Mekong Subregion (GMS) Trade and Investment Information System.

Year & Duration: 2003 (3 months)

Position: Trade and Private Sector Development Specialist

Services Rendered: Development of trade and investment information system for the Greater Mekong Sub-Region for cross-border transactions, published on the ADB’s Internet site.

Project & Location: World Bank, Study of Selected Asian Countries in Developing Trade and Investment Relations with Africa: Incentives and Linkages, Asia and Africa

Year & Duration: 2003 (2 months)

Position: Trade and investment specialist

Services Rendered: Analyzed Asian trade and investment flows to Africa and the effects of donor aid policies and related institutional arrangements on trade and investment initiatives.

2002    

Project & Location: EC, Implementation of EU-Jordan Association Agreement, Jordan

Year & Duration: 2002 (6 person-months)

Position: Trade and investment specialist

Services Rendered: Responsible for overall strategy, annual work plan and bridging activities for Government of Jordan through support of European Commission.

Project & Location: USAID, Accession to WTO Government Procurement Agreement (GPA), Jordan

Year & Duration: 2002 (5 person-months)

Position: Team Leader, Trade and Investment Specialist

Services Rendered: Advised on accession to WTO GPA, developed time-line for negotiations and identified technical assistance needs, and evaluation of the WTO GPA, drafting of the entity offer for negotiations and preparation of a policy paper for high-level officials.

Project & Location: USAID, Assessment of Competitiveness Initiatives, Global 

Year & Duration: 2002 (5 person-months)

Position: Trade and investment specialist

Services Rendered: Evaluated competitiveness initiatives throughout the world by public and private organizations and conducted country-specific evaluations on overseas missions.

Project & Location: ADB, Exploring the Maldives’ Subregional Economic Cooperation Potential, Maldives

Year & Duration: 2002 (4 person-months)

Position: Trade and investment specialist

Services Rendered: Designed action plan for sub-regional cooperation based on the Asian growth area model in trade and tourism, and held workshop on findings in action areas.

Project & Location: ADB, Development of Trade and Investment Information System for the Greater Mekong Sub-region (GMS), GMS

Year & Duration: 2002 (3 person-months)

Position: Trade and investment specialist

Services Rendered: Developed trade and investment information system for GMS for cross-border transactions. The information system was published on the ADB’s internet site.

Project & Location: EC, Study Supporting to Implementation of EU-Jordan Association Agreement, Jordan

Year & Duration: 2002 (3 person-months)

Position: Team Leader, Trade and Investment Specialist

Services Rendered: Responsible for overall strategy, annual work plan and bridging activities, and project reports.

Project & Location: DfID, Trade Policy Impact Training Course, Thailand

Year & Duration: 2002 (1 person-months)

Position: Trade and investment specialist

Services Rendered: Delivered a training course for trade policy impact on poverty alleviation, with special case studies on Southeast Asian economies.

2001    

Project & Location: ADB, Macroeconomic and Poverty Impact Model of Cambodia, Cambodia

Year & Duration: 2001(4 person-months)

Position: Macroeconomist and International Financial Economist

Services Rendered: Developed macroeconomic model technique for forecasting and measuring policy impact.

Project & Location: ADB, Macroeconomic Model, Bangladesh

Year & Duration:  2001 (4 person-months)

Position: Macroeconomist and International Financial Economist

Services Rendered: Developed macroeconomic modeling technique for measuring impact of macroeconomic policies on poverty incidence.

Project & Location: USAID, WTO Government Procurement Agreement (GPA), Jordan

Year & Duration:  2001 (3 person-months)

Position: Trade and investment specialist

Services Rendered: Evaluated impact of joining WTO Government Procurement Agreement (GPA) for key industries based on costs of production and effective rates of protection.

Project & Location: USAID, Assessment of Impact of Jordan-US Free Trade Agreement (FTA), Jordan

Year & Duration: 2001 (4 person-months)

Position: Trade and investment specialist

Services Rendered: Assessed the impact of the Jordan-US FTA on bilateral trade in goods and services and identified competitive Jordanian industries.

Project & Location: World Bank, Trade Policy Reform of Viet Nam, Viet Nam

Year & Duration: 2001 (3 person-months)

Position: Trade and investment specialist

Services Rendered: Analyzed likely impact of liberalization of trade regulations, trade policy reforms, and WTO adjustments required.

2000 

Project & Location: USAID, Assessment of Tariff Reforms and Impact on the Macroeconomy of Egypt, Egypt

Year & Duration: 2000 (6 person-months)

Position: Team Leader, Trade and Investment Specialist

Services Rendered: Led the assessment of proposed tariff reforms and their impact on the macro-economy as well as specific products and sectors of the country.

Project & Location: ADB, East-West Economic Corridor

Project, Myanmar, Thailand, Lao PDR, and Central Viet Nam

Year & Duration: 2000 (4 person-months)

Position: Trade and investment specialist

Services Rendered: Analyzed trade and investment policies and projects for the East-West Economic Corridor countries in the Greater Mekong Subregion.

Project & Location: ADB, Macroeconomic Model of Bangladesh, Bangladesh

Year & Duration: 2000 (4 person-months)

Position: Macroeconomist and International Financial Economist

Services Rendered: Led macroeconomic modeling project under fixed and flexible exchange rate systems.

Project & Location: USAID, Trade and Investment Policy Study, Honduras

Year & Duration: 2000 (3 person-months)

Position: Team Leader, Trade and Investment Specialist

Services Rendered: Evaluated and designed sector policy reform program and technical support project in support of structural adjustment program.

1999    

Project & Location: ADB, Global Trade Linkages Analysis for ASEAN Members, Southeast Asia Region

Year & Duration: 1999 (4 person-months)

Position: Trade and investment specialist

Services Rendered: Analyzed major determinants of global trade linkages for ASEAN members and factors affecting foreign direct investments (FDI) and portfolio capital flows in each country.

Project & Location: USAID, Balance of Payments Macroeconomic Model, Egypt

Year & Duration: 1999 (3 person-months)

Position: Macroeconomist and International Financial Economist

Services Rendered: Designed and estimated balance of payments model macroeconomic project to calculate fundamental equilibrium exchange rate.

Project & Location: USAID, Furniture Industry Study, Egypt

Year & Duration: 1999 (3 person-months)

Position: Private sector development specialist

Services Rendered: Studied international competitiveness of furniture industry based on calculations of effective rates of protection and trade indicators.

Project & Location: JICA, Investment Guide, Kazakhstan

Year & Duration: 1999 (1 person-months)

Position: Trade and investment specialist

Services Rendered: Prepared an investment guide to promote investment in the machinery industry, including compartive cost analysis of competing countries in the region.

View full resume for listing of other consulting assignments.