Where Are We Now?
Date: Monday, July 18, 2016 - Tuesday, July 19, 2016
Terrace Room at the Lawrence Street Center, Denver, CO
The Global Interdependence Center presents a program in partnership with the Denver Association of Business Economists.
- Investing in the Slow Lane - William Clark
- A Macro View: Japan with comments on other Asian countries - Kozo Koide
- The Future of the US Energy Industry - John Harpole
- Where Are We Now? - David Kotok
- Where Are We Now? – John Mousseau
Where Are We Now?
The Global Interdependence Center, in partnership with the Denver Association of Business Economists, presents “Where Are We Now?”
Monday, July 18, 2016
Venue: Terrace Room at the Lawrence Street Center
Location: 1380 Lawrence Street
8:30AM Registration and Breakfast Buffet
- 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
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.
Roberto CacciaFaculty 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.
William ClarkSenior 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 $12 billion in assets under management and cover approximately 30,000 participants.
John HarpolePresident, Mercator Energy LLC
John Harpole is founder and president of Mercator Energy LLC, a natural gas services, brokerage and energy market analysis company. Mercator assists both producers and end users throughout the United States in selling and sourcing approximately 1 BCF per day of natural gas supplies. Mercator also conducts specific research projects for client groups exploring the impact of industry trends on various regional markets. Mercator’s analysis on “Poverty and Fracking” was featured in a Wall Street Journal editorial and on Fox News.
Kozo KoideAsset Management One Co. Ltd
Kozo Koide is the Chief Economist at Asset Management One Co. Ltd., which is the largest Japanese asset management company with about 52 trillion yen (approximately 505 billion US$) assets under its management in October 2016.
David KotokCIO 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.
John MousseauPresident, 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.
Jay RollinsManaging 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.
Marty SchmitzChairman 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.