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The Evolving Market Landscape

Date: Thursday, October 10, 2013 - Saturday, October 12, 2013
Fairmont Hamilton Princess, 76 Pitts Bay Rd, HM08, Bermuda

Event Detail

The Evolving Market Landscape

The Evolving Market Landscape
Plus a special feature on
America’s Cities

 

CFA_qualified_activity_CMYK

CFA Institute has approved this program, offered by the Global Interdependence Center and the CFA Society of Bermuda, for 7 CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.

October 10, 2013

Venue: Harbor View Ballroom

8:30 a.m. | Registration and Coffee

9 a.m. | Welcome to Bermuda

  • CFA President Nathan Kowalski, Chief Financial Officer of Anchor Investment Management Ltd.

9:10 a.m. | Opening Remarks: “Why are we here?”

  • David Kotok, CIO and Co-Founder of Cumberland Advisors and GIC Vice Chair of the Central Banking Series

9:20 – 10:30 a.m. | Session I – Global Economic Outlook

  • Edward Keon, Jr., Managing Director and Portfolio Manager for Quantitative Management Associates
  • Kathleen Stephansen, Chief Economist and Senior Managing Director at AIG
  • Doug Duncan, Chief Economist of Fannie Mae
  • Moderator Vincent Lowry, Founder and Chairman of VTL Associates LLC

10:30 – 10:45 a.m. | Coffee Break

10:45 a.m. – 12 p.m. | Session  II – QE and Inflation

  • Herb Taylor, Vice President and Corporate Secretary of the Federal Reserve Bank of Philadelphia and GIC Board Member
  • Michael Bryan, Vice President and Senior Economist of the Federal Reserve Bank of Atlanta
  • Moderator Susan Kalla, Contributor at Forbes

12 – 1:30 p.m. | Keynote and Lunch

  • Paul McCulley, Chair of the Global Society of Fellows, Former Senior Partner of PIMCO and GIC Board Member
  • Moderator George Tsetsekos, Dean Emeritus of Drexel’s LeBow College of Business and GIC Board Chair

 1:30 – 2:45 p.m. | Session III – Banks: Too Big or Too Many

  • Harvey Rosenblum, Executive Vice President and Senior Policy Advisor at the Federal Reserve Bank of Dallas
  • Stephen Sexauer, Chief Investment Officer, Allianz Global Investors Solutions
  • Don Rissmiller, Founding Partner and Chief Economist, Strategas Research Partners
  • Moderator Tom Donlan, Editorial Page Editor of Barron’s

2:45 – 3 p.m. | Closing Remarks 

  • William Dunkelberg, Chief Economist, NFIB, Chairman, Liberty Bell Bank and GIC Board Member

October 11, 2013
Roundtable Discussion: “Focus on America’s Cities
Venue: Harbor View Ballroom

9 a.m. | Coffee and Registration

9:30 a.m. | Welcome

  • David Kotok, CIO and Co-Founder of Cumberland Advisors and GIC Vice Chair of the Central Banking Series

9:40 a.m. | Session I

  • Dennis Archer, Former Mayor, City of Detroit (1994-2001), Chairman and CEO of Dennis W. Archer PLLC and Chairman Emeritus of Dickinson Wright PLLC: “Can the cities be saved?”
  • Mary Francoeur, Managing Director at Assured Guaranty: “Insuring the Cities”
  • Moderator Peter Gold, Esq., TheGoldGroup, LLC and GIC Board Member

10:40 a.m. | Coffee Break

11 a.m. | Session II

  • Robert Kurtter, Managing Director of Public Finance, Moody’s Investors Service: “Cities and credit markets: A rating agency view”
  • Catherine Mann, Barbara and Richard M. Rosenberg Professor of Global Finance, Brandeis University and GIC Board Member: “Municipal Bonds: Foreign investors, the new kid on the block?”
  • Moderator John Mousseau, Executive Vice President and Director of Fixed Income, Cumberland Advisors

12 p.m. | Conclusion

  • David Kotok, CIO and Co-Founder of Cumberland Advisors and GIC Vice Chair of the Central Banking Series

12:15 – 1:45 p.m. | Lunch

October 12, 2013
Golf Outing Hosted by CFA
For more details, please view the invitation here.  All registrations should be directed to Siobhan Rose, [email protected], by October 7.

 

Hotel Accommodations
Please call the  Fairmont Princess Hotel directly at  1-441-298-5725 to reserve your room.

Event Location

Date: Thursday, October 10, 2013 - Saturday, October 12, 2013 City: Hamilton Fairmont Hamilton Princess Download iCal

Speakers

Michael Bryan

Michael Bryan

Vice President and Senior Economist, Federal Reserve Bank of Atlanta

Mike Bryan is a vice president and senior economist in the Research Department of the Federal Reserve Bank of Atlanta. He is responsible for organizing the Atlanta Fed's monetary policy process.

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Harvey Rosenblum, Ph.D.

Harvey Rosenblum, Ph.D.

Executive Vice President and Senior Policy Advisor, Federal Reserve Bank of Dallas

Harvey Rosenblum is executive vice president and senior policy advisor at the Federal Reserve Bank of Dallas. In this capacity, he serves as economic policy advisor to the Bank's president and as an associate economist for the Federal Open Market Committee, which formulates the nation's monetary policy.

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Herbert Taylor, Ph.D.

Herbert Taylor, Ph.D.

Vice President and Corporate Secretary, Federal Reserve Bank of Philadelphia

Herb Taylor is an economist, vice president, and corporate secretary with the Federal Reserve Bank of Philadelphia. In his current role, he is charged with the administration of the Federal Reserve Bank of Philadelphia’s board of directors and the Office of the President.

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Dennis Wayne Archer, Esq.

Dennis Wayne Archer, Esq.

Chairman and CEO of Dennis W. Archer PLLC

Dennis W. Archer is chairman and CEO of Dennis W. Archer PLLC and chairman emeritus of Dickinson Wright PLLC, a Detroit-based law firm with more than 350 attorneys, with six offices in Michigan; Las Vegas; Nashville; Phoenix; Toronto; Columbus, Ohio; and Washington, D.C. He sits on the corporate boards of Johnson Controls Inc. and Masco Corporation.

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Thomas G. Donlan

Thomas G. Donlan

Editorial Page Editor, Barron's

Thomas G. Donlan, Editorial Page Editor of Barron’s National Business and Financial Weekly, has been writing on business, finance and government for Barron’s since 1979.

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Douglas G. Duncan, Ph.D.

Douglas G. Duncan, Ph.D.

Senior Vice President and Chief Economist of Fannie Mae

Douglas G. Duncan is Fannie Mae’s senior vice president and chief economist. He is responsible for providing all forecasts and analyses on the economy, housing and mortgage markets for Fannie Mae.

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Bill Dunkelberg, Ph.D.

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. 

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Peter A. Gold, Esq.

Peter A. Gold, Esq.

Principal, TheGoldGroup LLC

Peter A. Gold, Esquire is the founder and president of TheGoldGroup, LLC ( www.thegoldgrp.com). The consultancy brings businesses, colleges and universities, governments and not-for-profits together to create value, seize new opportunities, leverage assets, and reduce exposure to the risks created by today’s global economy principally through identifying “high value” initiatives and stakeholders in new institutes, centers of excellence and other initiatives. TheGoldGroup, LLC assists its clients to obtain their individual objectives better, quicker and in a more cost effective and efficient manner.

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Susan Kalla

Susan Kalla

Contributing Editor at Forbes

Susan Kalla is a contributing editor for Forbes and a partner in KHX Investments with holdings in public and private equity and venture capital.

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Edward Keon

Edward Keon

Managing Director and Portfolio Manager for Quantitative Management Associates

Edward F. Keon, Jr. is a managing director and portfolio manager for Quantitative Management Associates (QMA), as well as a member of the asset allocation team.

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David Kotok

David Kotok

Chief Investment Officer of Cumberland Advisors

David Kotok co-founded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. David’s articles and financial market commentaries have appeared in the New York Times, the Wall Street Journal, Barron’s, and other publications. He is a frequent contributor to Bloomberg TV and Bloomberg Radio, Yahoo Finance TV, and other media.

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Nathan Kowalski

Nathan Kowalski

CFO and Senior Portfolio Manager, Anchor Investment Management Ltd.

Nathan Kowalski is the chief financial officer and senior portfolio manager at Anchor Investment Management Ltd. He sits on the firm’s investment committee and finance committee and has been with the company since 2003.

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Robert Kurtter

Robert Kurtter

Managing Director for U.S. State and Regional Ratings, Moody's Investors Service

Robert Kurtter has been with Moody’s since 1991 and is the managing director for U.S. State and Regional Ratings. He formerly was the team leader for the State & High Profile Ratings team as well as the lead analyst for New York City.

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Vincent T. Lowry

Vincent T. Lowry

Founder and Chairman of VTL Associates LLC

Vincent T. Lowry is the founder and chairman of VTL Associates LLC. He is the chief portfolio manager for the Revenue-Weighted Indexes.

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Catherine L. Mann, Ph.D.

Catherine L. Mann, Ph.D.

Member of the Monetary Policy Committee, Bank of England

Dr Catherine L Mann joined the Monetary Policy Committee of the Bank of England on 1 September 2021. She is a member of the Council on Foreign Relations and the American Economic Association, among others. Previously she was Chair of the Economic Advisory Committee of the American Bankers Association.

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Paul McCulley

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.

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John Mousseau

John Mousseau

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

John Mousseau is currently the President, Chief Executive Officer, and Director of Fixed Income at Cumberland Advisors. In this capacity, John also serves as a portfolio manager and has overall responsibility for portfolio construction, management, analysis, trading, and research for all tax-free and taxable bond accounts. His comments and analyses have appeared in The Bond Buyer, Barron’s, the Wall Street Journal, Bloomberg, Forbes, the Philadelphia Inquirer, and the New York Times.

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Donald Rissmiller

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.

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Stephen Sexauer

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.

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Kathleen Stephansen

Kathleen Stephansen

GIC Chair Emeritus, Senior Economist for Haver Analytics and Trustee of EQAT Trust Funds

Kathleen Stephansen is GIC Chair Emeritus, Senior Economist for Haver Analytics and Trustee of EQAT Trust Funds. She is the former Chief Economist of Huawei Technologies, Chief Economist of the American International Group (AIG) and AIG Asset Management’s Senior Strategist and Global Head of Sovereign Research. Prior to joining AIG in 2010, Kathleen was Chief Economist at Aladdin Capital Holdings, Credit Suisse’s Head of Global Economic Research, and Donaldson, Lufkin and Jenrette Securities Corporation’s co-head of Fixed Income economic research and Chief International Economist.

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George Tsetsekos, Ph.D.

George Tsetsekos, Ph.D.

Francis Professor of Finance and Dean Emeritus Drexel’s LeBow College of Business

Dr. George Tsetsekos, serves as the Francis professor of Finance and Director of the Risk Management Center at the LeBow College of Business. He served as Dean of LeBow (2002-2012) and under his transformative leadership the college achieved national rankings and quality milestones in research and teaching.

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Partners

CFA Society of Bermuda

Sponsors

Butterfield
Anchor Investment Management Ltd.
Corporation of Hamilton