Seventh Annual Rocky Mountain Economic Summit

Date: Friday, July 10, 2015 - Saturday, July 11, 2015
Teton Springs Resort and Club, 10 Warm Creek Lane Victor, ID 83455

Save the date for the seventh annual Rocky Mountain Economic Summit, to be held just outside of beautiful Jackson Hole!

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Event Detail

2015 Rocky Mountain Economic Summit

AGENDA
8:30 – 9 a.m. | Registration and Breakfast

9 – 9:30 a.m. | Welcoming Remarks

Michael Drury, Chief Economist at McVean Trading and Investments and GIC Chairman
Tyler Norton, Founder and CEO, Hero Partners

9:30 – 10:30 a.m. | Keynote Address

Eric Rosengren, President, Federal Reserve Bank of Boston
Moderator: Sangeetha Ramaswamy, Herman Global LLC – Millennium

10:30 – 10:45 a.m. | Break

10:45 – 11:30 a.m. | Session I – CEO Spotlight

John Cushman, Chairman of Cushman & Wakefield
Aaron Wagner, CEO of White Knight Capital
Moderator: Steve Sexauer, CIO of the San Diego County Employees Retirement Association and GIC Board Member

11:30 a.m. – 12:00 p.m. | Session II – Escape Fandango

Paul McCulley, Former Chief Economist of PIMCO and GIC Board Member
Moderator: Donald Rissmiller, Chief Economist, Strategas Research Partners and GIC Vice Chairman of Programs

12 – 1:15 p.m. | Lunch

1:15 – 2:45 p.m. | Session III – Monetary Policy at Home and Abroad

Axel A. Weber, Chairman of the Board of Directors, UBS Group AG
Charles Plosser, Former President and CEO of the Federal Reserve Bank of Philadelphia
Moderator: Mike McKee, Economics Editor, Bloomberg

2:45 – 4 p.m. | Session IV – Financial Outlook

Chris Whalen, Senior Managing Director and Head of Research, Kroll Bond Rating Agency
Mary Ann Bartels, Chief Investment Officer of Portfolio Solutions, Merrill Lynch
Jerry Webman, Chief Economist at OppenheimerFunds, Inc.
John Silvia, Chief Economist, Wells Fargo and GIC Vice Chairman of the Central Banking Series
Moderator: Bill Dunkelberg, Chief Economist of NFIB and GIC Board Member

4 p.m. | Concluding Remarks

Michael Drury, Chief Economist at McVean Trading and Investments and GIC Chairman

5:30 – 8:30 p.m. | Maserati After Party

Report Continuing Education Credit
The Institute of Certified Bankers has approved the Rocky Mountain Economic Summit for 5.5 CTFA credits. CTFA credits should be distributed as follows: 4 FID, 1.5 INV. This statement should not be viewed as an endorsement of this program or its sponsor. ICB Members must report these credits at www.icbmembers.org.

The Investment Management Consultants Association (IMCA) has accepted this program for three hours of CE credit towards the CIMA^®, CIMC^® and CPWA^® certifications. If you hold the CIMA^®, CIMC^® or CPWA^® certification(s), you may report this CE program online by logging into your My IMCA account at www.imca.org/user. Detailed reporting instructions can be found at http://www.imca.org/pages/onlinereporting. When reporting online, leave the provider name field blank and fill in the program ID# (222375) and date attended fields only.

For a printable flyer regarding this event, please click here.

Click here to download driving directions from JAC Airport to Teton Springs Lodge.

Event Location

Date: Friday, July 10, 2015 - Saturday, July 11, 2015 City: Victor Teton Springs Resort and Club Download iCal

Speakers

Eric Rosengren, Ph.D.

President and CEO of the Federal Reserve Bank of Boston

Eric Rosengren is president and CEO of the Federal Reserve Bank of Boston, one of 12 regional Federal Reserve banks. Eric is a participant in the Federal Open Market Committee, the monetary policymaking body of the United States. As CEO, Eric leads the Boston Fed’s work, which includes economic research and analysis, banking supervision and financial stability efforts, community economic development activities, and a wide range of payments, technology, and finance initiatives.

Charles I. Plosser, Ph.D.

Board Member, FINRA and Former President and CEO, Federal Reserve Bank of Philadelphia

Dr. Charles Plosser was president and chief executive officer of the Federal Reserve Bank of Philadelphia. In this role, he participated on the Federal Reserve System's Federal Open Market Committee, which is responsible for conducting our nation's monetary policy. He currently serves on the FINRA Board of Governors.

Axel A. Weber, Ph.D.

Former President of the Deutsche Bundesbank

Axel A. Weber was elected to the Board of Directors (BoD) of UBS AG at the 2012 AGM and of UBS Group AG in November 2014. He is Chairman of the BoD of both UBS AG and UBS Group AG. He has chaired the Governance and Nominating Committee since 2012 and became Chairperson of the Corporate Culture and Responsibility Committee in 2013.

Paul McCulley

Senior Fellow, Financial Macroeconomics, Cornell Law School's Jack G. Clarke Program on the Law and Regulation of Financial Institutions and Markets

Paul McCulley is Senior Fellow in Financial Macroeconomics for Cornell Law School’s Jack G. Clarke Program on the Law and Regulation of Financial Institutions and Markets. Prior, he was the Chief Economist and Managing Director at PIMCO where he served as a member of the Investment Committee in Newport Beach, and authoring the publication, Macro Perspectives.

Mary Ann Bartels

Chief Investment Officer of Portfolio Solutions, Bank of America Merrill Lynch’s Investment Management and Guidance

Mary Ann Bartels is the Chief Investment Officer of Portfolio Solutions within the Office of the CIO for Bank of America Merrill Lynch’s Investment Management and Guidance (IMG). She is responsible for contributing to the thought leadership for investment guidance and portfolio solutions for the firm’s financial advisors and clients. Additionally she is leading the marketing and communications for IMG’s content platform, product launches and publications. Formerly, she was Head of the U.S. Technical & Market Analysis department at Bank of America Merrill Lynch Global Research.

John Cushman

Chairman of Cushman & Wakefield

John C. Cushman, III is a leader in the commercial real estate industry. He is responsible for formulating and articulating strategic policies and initiatives for the company on a domestic and global basis. He has been acknowledged by a variety of media sources as the top office leasing broker in the country.

Michael Drury

Chief Economist, McVean Trading & Investments

Michael Drury is the chief economist for McVean Trading & Investments, LLC. He joined the firm in 1992, after serving for five years as senior economist with Allen Sinai at Shearson Lehman Brothers and its successor firms. Michael began his career in New York in 1982 as senior economist at A. Gary Shilling and Company. He received his B.S. in economics from the Georgia Institute of Technology and did his graduate work at the University of Wisconsin-Madison.

Bill Dunkelberg, Ph.D.

Chief Economist, National Federation of Independent Business (NFIB)

William Dunkelberg is professor emeritus of economics in the College of Liberal Arts, Temple University, where he served as dean of the School of Business and Management from 1987 through 1994 and as director of the Center for the Advancement and Study of Entrepreneurship. He served as the Global Interdependence Center’s Chairman for 20 years.

Michael McKee

International Economics and Politics Correspondent, Bloomberg Radio/TV

Michael McKee is the International Economics and Policy Correspondent for Bloomberg TV and Radio, covering market and political developments, economic trends and central banks in the United States and around the globe.

Tyler Norton

Founder and CEO, Hero Partners

Tyler Norton is founder of Hero Partners and a founding partner of The Hyde-Norton Group. Tyler has 17 years of experience in the risk management and financial services industry, including 9 years of executive leadership with Beneficial Financial Group where he served as vice president, senior vice president and chief distribution officer.

Donald Rissmiller

Founding Partner and Chief Economist of Strategas

Mr. Rissmiller is a founding Partner of Strategas and has directed the Firm's macroeconomic research efforts since 2006. He oversees Strategas' thematic research as well as high-frequency econometric forecasting.

Stephen Sexauer

Chief Investment Officer, The San Diego County Employees Retirement Association

Stephen Sexauer is SDCERA’s Chief Investment Officer and oversees SDCERA’s $14 billion Trust Fund, investment team, and investment consultants. In addition to the day-to-day operation of SDCERA’s Investment Division, he also assists SDCERA’s Board with determining the Fund’s investment policies, strategy and asset allocation.

Aaron Wagner

Founder and Managing Partner, White Knight Capital

Mr. Wagner is one of the Founders and managing partners of White Knight Capital. Mr. Wagner has a diverse background in Real Estate, Lending, Debt, Investment and Private Equity, having participated full time in the industry since 2009.

Jerry Webman, Ph.D.

Chief Economist, OppenheimerFunds, Inc.

Dr. Jerry Webman is chief economist at OppenheimerFunds, Inc. In this capacity, Dr. Webman provides strategic viewpoints on the overall financial and economic markets to investment management and the financial advisor and investor communities. Previously, he served as director of fixed income, where he oversaw portfolio managers, analysts and traders managing fixed income assets.

Christopher Whalen

Chairman, Whalen Global Advisors LLC

Richard Christopher Whalen is an investment banker and author who lives in New York City. He is Chairman of Whalen Global Advisors LLC and focuses on the financial services, mortgage finance and technology sectors. Christopher is a member of FINRA and is associated with J.V.B. Financial in New York.