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Delegation to Argentina

Date: Wednesday, March 7, 2018 - Saturday, March 10, 2018
Auditorium at the Universidad del Cema, Reconquista 775, Buenos Aires, Argentina

Event Detail

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.

Agenda

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

Event Location

Date: Wednesday, March 7, 2018 - Saturday, March 10, 2018 City: Buenos Aires Auditorium at the Universidad del Cema, Reconquista 775 Download iCal

Speakers

David E. Altig, Ph.D.

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.

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Marcos Buscaglia

Marcos Buscaglia

Founding 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.

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Rajeev Dhawan, Ph.D.

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.

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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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Constance Hunter

Constance Hunter

Executive Vice President, Global Head of Strategy & ESG, AIG

Constance Hunter is executive vice president at AIG where she leads the company’s global strategy and ESG program. She is also a member of AIG’s Executive Leadership team.

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Stephen Kay

Stephen Kay

Center Director, Americas Center, Federal Reserve Bank of Atlanta

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.

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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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Ramiro Lopez Larroy

Ramiro Lopez Larroy

Partner 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 […]

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Federico Mandelman

Federico Mandelman

Research 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.

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José Siaba Serrate

José Siaba Serrate

Economist at the University of Buenos Aires and the UCEMA

José Siaba Serrate is an economist at the University of Buenos Aires and the UCEMA.

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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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Lisa McIntire Shaw

Lisa McIntire Shaw

Founding Partner of Cygnus Asset Management, LLC

Lisa McIntire Shaw is a founding partner of Cygnus Asset Management, LLC based in Charlotte, NC. She has more than 30 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.

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Partners

Universidad del Cema