An Outlook on Energy Policy
Date: Friday, March 20, 2020
Register now to join us for our return to Sarasota, FL on Friday, March 20, 2020!
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 aﬀect on Fed policy, featuring Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence LLC, and other speakers.
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
12:15 – 1:15 p.m. | Lunch
1:15 – 2:30 p.m. | Session III – Policy Approaches to Climate Change
- 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
Carlos CurbeloFormer 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.
Danielle DiMartino BoothCEO & 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.
Alex FlintExecutive 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.
Patricia HealySenior 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.
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.
James LucierManaging 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.
Matthew McAleerManaging 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.
James MurchiePresident, 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).
Samuel E. RinesChief 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.
Judith SchwartzbaumSenior 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.
Jim SlutzDirector 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.