Where Are We Now?

Date: Monday, July 18, 2016 - Tuesday, July 19, 2016
Terrace Room at the Lawrence Street Center, Denver, CO

Event Detail

Where Are We Now?

The Global Interdependence Center, in partnership with the Denver Association of Business Economists, presents “Where Are We Now?”

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Monday, July 18, 2016
Denver, Colorado

Venue: Terrace Room at the Lawrence Street Center
Location:
1380 Lawrence Street

 


8:30AM                Registration and Breakfast Buffet

9:00AM                                 Welcome

  • Ron New, Capital Markets Consultant and Board Member, Denver Association of Business Economists
  • David Kotok, CIO, Cumberland Advisors and GIC Board Member

9:15AM                                 Session I: Global Outlook

  • Kozo Koide, Chief Economist of DIAM Co. Ltd.
  • William Clark, Senior Vice President and CIO, Federal Reserve Office of Employee Benefits
  • John Mousseau, Executive Vice President and the Director of Fixed Income at Cumberland Advisors
  • Moderator David Kotok, CIO, Cumberland Advisors and GIC Board Member

10:15AM               Keynote Address by Charles Plosser, Board Member, FINRA and  Former President of the Federal Reserve Bank of Philadelphia 

11:00AM               Coffee Break

11:15AM               Session II: Industry

  • John Harpole, Founder & President, Mercator Energy LLC
  • Jay Rollins, Co-Founder & Managing Principal, JCR Capital
  • Marty Schmitz, Chairman, Citywide Banks
  • Moderator: Roberto Caccia, Faculty Director of the Burridge Center of Finance at Leeds School of Business

12:30PM               Conclusion

Event Location

Date: Monday, July 18, 2016 - Tuesday, July 19, 2016 Time: 8:30 AM City: Denver Terrace Room at the Lawrence Street Center Download iCal

Speakers

Charles I. Plosser, Ph.D.

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.

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Roberto Caccia

Roberto Caccia

Faculty Director of the Burridge Center of Finance at Leeds School of Business

Roberto Caccia is part of the faculty in the finance department of the Leeds School of Business. His teaching experience covers investments and portfolio management, derivatives and special topics in investment banking. As Burridge Center Director, Roberto promotes the connection between the school and the industry, through a number of initiatives involving student body and faculty.

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William Clark

William Clark

Senior VP & CIO, Federal Reserve Office of Employee Benefits

William G. Clark has directed the investments for the Federal Reserve’s defined benefit and defined contribution plans since March 2010. In total, the plans have approximately $12 billion in assets under management and cover approximately 30,000 participants.

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John Harpole

John Harpole

President, Mercator Energy LLC

John Harpole is founder and president of Mercator Energy LLC, a natural gas services, brokerage and energy market analysis company. Mercator assists both producers and end users throughout the United States in selling and sourcing approximately 1 BCF per day of natural gas supplies. Mercator also conducts specific research projects for client groups exploring the impact of industry trends on various regional markets. Mercator’s analysis on “Poverty and Fracking” was featured in a Wall Street Journal editorial and on Fox News.

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Kozo Koide

Kozo Koide

Asset Management One Co.  Ltd

Kozo Koide is the Chief Economist at Asset Management One Co.  Ltd.,  which  is  the largest Japanese asset management company with about 52 trillion yen (approximately 505 billion US$) assets under its management in October 2016.

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David Kotok

David Kotok

CIO of Cumberland Advisors

David R. Kotok cofounded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. He holds a B.S. in economics from The Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from The School of Arts and Sciences at the University of Pennsylvania, and an M.A. in philosophy from the University of Pennsylvania.

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John Mousseau

John Mousseau

President, Chief Executive Officer & Director of Fixed Income, Cumberland Advisors

John R. Mousseau, CFA, joined Cumberland Advisors in September 2000. He is currently President and Chief Executive Officer, and the Director of Fixed Income at Cumberland Advisors. In this capacity, Mr. Mousseau is a portfolio manager and has overall responsibility for portfolio construction, management, analysis, trading, and research for all tax-free and taxable bond accounts.

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Jay Rollins

Jay Rollins

Managing Principal and Co-Founder, JCR

Jay Rollins is a Managing Principal and Co-Founder of JCR. In this position he leads the firm strategy and investment policy. From 1999 to 2005, Mr. Rollins was a Managing Director at GMAC Commercial Mortgage and ran a 500 million high yield investment program.

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Marty Schmitz

Marty Schmitz

Chairman of the Board, Citywide Banks

As Chairman of Citywide Banks, Marty oversees business development and all of the bank’s commercial banking operations. In addition, he is active in the bank's credit management, audit oversight and regulatory compliance functions. Marty represents the second generation of family leadership for the bank holding company. Prior to joining Citywide, Marty spent 18 years in the Denver commercial real estate business as Vice President with a commercial real estate group specializing in investment and acquisition. He holds bachelors degrees in accounting, economics and business administration.

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Partners

Denver Association of Business Economists (DABE)

Sponsors

Cumberland Advisors
Citywide Banks