Delegation to Argentina
Wednesday, March 7, 2018
Auditorium at the Universidad del Cema, Reconquista 775, Buenos Aires, Argentina
GIC’s Delegation to Argentina on March 8-9, 2018 is limited to 20 spaces, which filled up quickly. To be placed on a waiting list to join the delegation please call GIC at 215.238.0990. To register for only the conference at Universidad Del Cema on March 8, please select the option below.
- The Global Role and Status of GSE Debt | Douglas Duncan
- Pensions and Funding in the U.S. | Stephen Sexauer
- The effect of Automation, Offshoring, and Low-Skilled Immigration in the U.S. Labor Market | Federico Mandelman
- US Monetary Policy and Economic Outlook: Three Questions | Dave Altig
- The Global Role and Status of GSE Debt
- Session I: US Monetary Policy and Economic Outlook
- Pensions and Funding in the U.S.
- Session II: The Americas Center of the Federal Reserve Bank of Atlanta Part 1
- Session II: The Americas Center of the Federal Reserve Bank of Atlanta Part 2
- Session III – Global Economic Outlook and Markets
Delegation to Argentina
GIC’s first delegation-type program in Latin America was a great success, and we look forward to returning this spring on this trip led by David Kotok of Cumberland Advisors and Ramiro Lopez Larroy of Integras Capital.
This exclusive event is limited to only 20 spaces. These 20 spaces filled up quickly and the 3-day delegation package is no longer available. To be placed on a waiting list please call GIC at 215.238.0990.
GIC’s conference on Thursday, March 8 at Universidad del CEMA will be open to the public. Please note that registering at the $100 dollar rate only includes this conference.
Thursday, March 8, 2018 | Universidad del CEMA
9:00 AM | Welcome
- David Kotok, CIO, Cumberland Advisors and GIC Board Member
- Ramiro Lopez Larroy, Partner – Director, Integras Capital
9:15AM | Local Outlook
- Marcos Buscaglia, Founding Partner, Alberdi Partners
10:15AM | The Global Role and Status of GSE Debt
- Doug Duncan, Chief Economist, Fannie Mae
10:45AM | Break
11:00AM | Session I – US Monetary Policy and Economic Outlook
- Dave Altig, Executive Vice President and Director of Research, Federal Reserve Bank of Atlanta
11:30AM | Pensions and Funding in the U.S.
- Steve Sexauer, CIO, San Diego County Employees Retirement Association
12:00 PM | Lunch
12:45PM | Session II – The Americas Center of the Federal Reserve Bank of Atlanta
- Stephen J. Kay, Americas Center Director, Research Department, Federal Reserve Bank of Atlanta
- Federico Mandelman, Research Economist and Associate Adviser, Federal Reserve Bank of Atlanta
2:00PM | Session III – Global Economic Outlook and Markets
- Constance Hunter, Chief Economist, KPMG
- Rajeev Dhawan, Director of Economic Forecasting Center, Robinson College of Business at Georgia State University
- José Siaba Serrate, Professor at UCEMA and Co-chair of the An International Financial Architecture for Stability and Development Task Force
- Moderator Lisa McIntire Shaw, Managing Partner, Cygnus Asset Management
3:00PM | Concluding Remarks
- David Kotok, CIO, Cumberland Advisors and GIC Board Member
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David E. Altig, Ph.D.Executive Vice President and Director of Research, Federal Reserve Bank of Atlanta
Dr. David E. Altig is executive vice president and director of research at the Federal Reserve Bank of Atlanta. In addition to advising the Bank president on monetary policy and related matters, Dr. Altig oversees the Bank's regional executives and the Bank's research department.
Marcos BuscagliaFounding Partner, Alberdi Partners
Buscaglia was for five years chief Latin America economist at Bank of America Merrill Lynch in New York. In that role, he advised investment funds and major companies in the world on the economic and political developments in Latin America.
Rajeev Dhawan, Ph.D.Carl R. Zwerner Chair of Economic Forecasting and Director, Economic Forecasting Center, Robinson College of Business, Georgia State University
Professor Rajeev Dhawan wears a dual hat as holder of the Zwerner Chair of Economic Forecasting and as Director of the Economic Forecasting Center at the Robinson College of Business at Georgia State University in Atlanta, Georgia. As director of one of the country’s premiere forecasting centers, Dhawan develops forecasts for the U.S., Southeast regional and local metro Atlanta economies.
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.
Constance HunterChief Economist, KPMG, LLP
Constance Hunter is the Chief Economist of KPMG, LLP. She is an economic thought leader focusing on how economic factors impact asset prices and business performance worldwide. In her role at KPMG Constance works closely with the firm’s leadership and clients to identify inflection points, risks and opportunities that arise in the constantly evolving economic landscape. Known for correctly calling economic indicators that presage market turning points such as the Russian currency devaluation in 1998, the Dotcom bubble in 2001, the real estate and credit crisis in 2007-08, the recovery of the housing market and concurrent low bond yields in 2012 and the continued low bond yields into 2015.
Stephen Kay is the center director of the Atlanta Fed's Americas Center. Dr. Kay is part of the financial markets team. His research focuses on political economy and public policy in Latin America. His articles on pension reform in Latin America have appeared in the Journal of Comparative Politics, Foreign Policy Journal, Journal of Aging & Social Policy, Journal of European Social Policy, Journal of Interamerican Studies and World Affairs, International Social Security Review, Latin American Politics and Society, Social Security Bulletin, and the Atlanta Fed's Economic Review. Dr. Kay is a coeditor of Lessons from Pension Reform in the Americas (with Tapen Sinha, Oxford University Press) and an author of Social Security in Latin America: Pension Reform and the Challenge of Universal Coverage (with Carolina Felix and Tapen Sinha, Cambridge University Press, forthcoming). He has testified twice before committees of the United States Congress on pension reform in Latin America. Dr. Kay received his bachelor's degree from the University of California and his doctorate in political science from the University of California, Los Angeles.
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 a master’s in philosophy from the University of Pennsylvania.
Ramiro Lopez LarroyPartner and Director, Integras Capital
Ramiro Lopez Larroy has worked with Integras Capital since 2009 and is a Partner and Director. Prior to joining Integras Capital, Ramiro worked with Santander Private Banking as a Sr. Vice President and Director of Strategy & Marketing. He also worked with McKinsey & Company as an Associate Principal. Ramiro holds an MBA in business […]
Federico MandelmanResearch Economist and Associate Adviser on the Macroeconomics and Monetary Policy Team, Federal Reserve Bank of Atlanta
Federico Mandelman is a research economist and associate adviser on the macroeconomics and monetary policy team in the research department of the Federal Reserve Bank of Atlanta. He is also a member of the Americas Center. His major fields of study are international macroeconomics, banking, and monetary economics.
José Siaba SerrateEconomist at the University of Buenos Aires and the UCEMA
José Siaba Serrate is an economist at the University of Buenos Aires and the UCEMA.
Stephen SexauerChief Investment Officer, The San Diego County Employees Retirement Association
Stephen Sexauer is SDCERA’s Chief Investment Officer and oversees SDCERA’s $12 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.
Lisa McIntire Shaw
Lisa McIntire Shaw is a founding partner of Cygnus Asset Management, LLC based in Charlotte, NC. She has more than 20 years of experience in the financial arena. Her areas of special interest include international markets; charitable trusts; strategic wealth preservation; and domestic, corporate, government and municipal bonds.