An Outlook on Energy Policy

Date: Friday, March 20, 2020
Sarasota, FL

$75.00

Register now to join us for our return to Sarasota, FL on Friday, March 20, 2020!

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Event Detail

An Outlook on Energy Policy

Join the Global Interdependence Center on Friday, March 20, 2020 for a program on energy policy. Held in partnership with Cumberland Advisors, the University of South Florida Sarasota-Manatee, and with support from the Alliance for Market Solutions and First Trust, we are delighted to return to Sarasota, FL. This half-day conference will explore investing in energy, policy approaches to climate change, and energy’s effect on Fed policy, featuring Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence LLC, and other speakers.

 

Agenda

8:15 a.m. | Registration

8:45 a.m. | Welcome

  • David Kotok, CIO, Cumberland Advisors and GIC Board Member

9:00 – 10:30 a.m. | Session I – Investing in Energy

  • James Murchie, President, CEO and Co-Portfolio Manager, EIP
  • Matt McAleer, Executive Vice President and Director of Equity Strategies, Cumberland Advisors: Market Strategies for Energy Related Investments
  • Patty Healy, Senior Vice President of Research, Cumberland Advisors: Credit Issues impacted by the energy complex
  • Moderator: Judy Schwartzbaum, Senior Partner of the Schwartzbaum Urfer Group, Morgan Stanley

10:30 a.m. | Break

10:45 – 11:15 a.m. | Energy Sector and Federal Reserve: oil prices, energy and how does energy affect Fed policy

  • Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence LLC

11:15 a.m. – 12:15 p.m. | Session II – Governmental Affairs

  • Samuel Rines, Chief Economist, Avalon Advisors: Energy Policy: Three State Comparison: California, Texas & Florida
  • Jim Lucier, Capital Alpha Partners: Energy Policy: National Perspective
  • Moderator: Casey Welch, Director of the Institute for Public Policy and Leadership at USF Sarasota-Manatee

12:15 – 1:15 p.m. | Lunch

1:15 – 2:30 p.m. | Session III – Policy Approaches to Climate Change

  • Gwen Graham, Former Congresswoman, 2nd District of Florida
  • Carlos Curbelo, Former Congressman, 26th District of Florida
  • Jim Slutz, Director of Study Operations, National Petroleum Council
  • Moderator: Alex Flint, Executive Director, Alliance for Market Solutions

2:30 p.m. | Conclusion

  • David Kotok, CIO, Cumberland Advisors and GIC Board Member

Event Location

Date: Friday, March 20, 2020 Time: 8:15 AM - 2:30 PM

University of South Florida Sarasota-Manatee
Address: Selby Auditorium, 8350 N Tamiami Trail, Sarasota, FL 34243
Click here to view a map of USFSM’s campus.

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Speakers

Carlos Curbelo

Carlos Curbelo

Former Member of United States Congress serving the 26th District of Florida

Carlos Curbelo was born in Miami, Florida in 1980, to political refugees who fled tyranny and oppression Cuba. He was educated in the public school system and then at Belen Jesuit. From there he became a student at the University of Miami where he obtained a Bachelor's in Business Administration while majoring in Political Science. He later returned to UM for a Masters in Public Administration. 

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Danielle DiMartino Booth

Danielle DiMartino Booth

CEO & Chief Strategist for Quill Intelligence LLC

Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC, a research and analytics firm celebrating its one-year anniversary of launching The Daily Feather and the four-year anniversary of the Weekly Quill.  

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Alex Flint

Alex Flint

Executive Director, Alliance for Market Solutions (AMS)

Alex Flint is the executive director of the Alliance for Market Solutions (AMS), an organization of conservative leaders addressing two of America’s most pressing challenges: the need to reduce carbon pollution and grow the economy. Recognized as one of Washington’s top lobbyists, he led the Nuclear Energy Institute’s advocacy program as the senior vice president of governmental affairs for a decade before joining AMS in May 2017.

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Patricia Healy

Patricia Healy

Senior Vice President of Research and Portfolio Manager, Cumberland Advisors

Patricia M. Healy joined the firm in the summer of 2016 as a Senior Vice President of Research and Portfolio Manager.

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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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James Lucier

James Lucier

Managing Director, Capital Alpha

James Lucier is a managing director at Capital Alpha, where he leads the energy, environmental, & tax practices. Lucier provides predictive, insightful analysis of trends in Washington energy and climate policy for an array of clients including asset managers, private equity investors, commodity traders, and investment bankers.

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Matthew McAleer

Matthew McAleer

Managing Director and Portfolio Manager, Cumberland Advisors

Matthew McAleer serves as a Managing Director and Portfolio Manager for Cumberland’s domestic and international strategies. With a focus on quantitative research, Mr. McAleer uses detailed trend and relative strength analysis to manage portfolio construction and identify investment opportunities across multiple asset classes.

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James Murchie

James Murchie

President, CEO and Co-Portfolio Manager, EIP

James Murchie co-founded EIP in 2003 with Linda Longville and Eva Pao. He is the President, CEO and Co-Portfolio Manager of EIP’s Funds and products which seek to focus on high-payout energy infrastructure securities such as Master Limited Partnerships (MLPs), MLP affiliates, Utilities, Yield Corporations (YieldCos) and Energy Infrastructure Real Estate Investment Trusts (REITs).

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Samuel E. Rines

Samuel E. Rines

Chief Economist, Avalon Advisors

Samuel E. Rines is Chief Economist at Avalon Advisors. Prior to joining Avalon, Samuel was an Economist and Analyst at Chilton Capital Management. His writing has appeared in the Wall Street Journal, The National Interest, on CNBC and has been covered by Bloomberg and Reuters along with other media outlets.

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Judith Schwartzbaum

Judith Schwartzbaum

Senior Partner of the Schwartzbaum Urfer Group, Morgan Stanley

Judy has worked with families since 1985 to help them prepare for the important things in their lives – college for children and grandchildren, planning for and funding their retirement years, and for all of the unexpected things that happen in life.

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Jim Slutz

Jim Slutz

Director of Study Operations for the National Petroleum Council (NPC)

Jim Slutz is the Director of Study Operations for the National Petroleum Council (NPC), an independent federal advisory committee to the United States, reporting to the Secretary of Energy.  Prior to NPC, Jim led a global consulting practice with projects in North America, Asia, and Europe.

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Casey Welch

Casey Welch

Director of the Institute for Public Policy and Leadership at USF Sarasota-Manatee

Casey Welch serves as the Assistant Vice President for External Affairs and Government Relations at the University of South Florida Sarasota-Manatee. As a member of the University of South Florida System Office of Government Relations he serves as the official liaison between USF Sarasota-Manatee and government entities. Under External Affairs he oversees Community Engagement and Corporate Partnership activities for USFSM.

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Partners

Cumberland Advisors
University of South Florida Sarasota-Manatee

Sponsors

Alliance for Market Solutions
First Trust