Eighth Annual Rocky Mountain Economic Summit

Date: Thursday, July 14, 2016
Teton Springs Lodge & Spa, Victor, ID

Event Detail

Eighth Annual Rocky Mountain Economic Summit

Thursday July 14th

8:30 a.m. | Registration and Coffee

9:00 a.m. | Welcoming Remarks

  • Michael Drury, Chief Economist at McVean Trading and Investments and GIC Chairman
  • Tyler Norton, Founder and CEO, Hero Partners

9:15 a.m. | Keynote Address by Dennis Lockhart, President, Federal Reserve Bank of Atlanta

  • Moderator: Jean LaTorre, Chief Investment Officer and Corporate Economist, Aetna Inc.

10:00 a.m. | Session I – CEO Spotlight & Entrepreneurial Panel

  • Mark Gottfredson, Managing Partner, Bain & Co.
  • John Pestana, Co-Founder, Omniture and Chairman, Observepoint
  • Cameron Gunter, CEO, PEG Development, Inc.
  • Moderator: Jeff Hayzlett, Chairman, C-Suite Network

11:15 a.m. | Break

11:30 a.m. | Session II – Monetary Policy

  • Manuel Balmaseda, Chief Economist, CEMEX and GIC Board Member
  • John Ryding, Chief Economist and Founding Partner, RDQ Economics
  • Ellen Zentner, Chief U.S. Economist and Managing Director, Morgan Stanley Research
  • Moderator: Bill Dunkelberg, Chief Economist, NFIB and GIC Board Member

12:45 p.m. | Lunch

1:45 p.m. | Session III – Financial Outlook

  • Ray Dillon, President and CEO, Deltic Timber Corporation
  • Danielle DiMartino Booth, President, Money Strong
  • Jack Rivkin, Chief Executive Officer & Chief Investment Strategist, Altegris Advisors and GIC Board Member
  • Moderator: William Strauss, Senior Economist and Economic Advisor Federal Reserve Bank of Chicago and GIC Board Member

3:00 p.m. | Concluding Remarks

  • Michael Drury, Chief Economist at McVean Trading and Investments and GIC Chairman

Friday July 15th

8:30 a.m. | Registration and Coffee

9:00 a.m. | Welcoming Remarks

  • Don Rissmiller, Chief Economist at Strategas Research Partners and GIC Vice Chairman
  • Tyler Norton, Founder and CEO, Hero Partners

9:30 a.m. | Our Nation Can’t Afford Past-Its-Sell-Date Economic Orthodoxy

  • Paul McCulley, Senior Fellow, Jack G. Clarke Program on the Law and Regulation of Financial Institutions and Markets at the Cornell University Law School and former chief economist of PIMCO

10:00 a.m. | The World Post-Brexit: United States

  • John Silvia, Chief Economist, Wells Fargo Securities and GIC Vice Chairman
  • Don Rissmiller, Chief Economist at Strategas Research Partners and GIC Vice Chairman
  • Moderator: Michael McKee, Economics Editor, Bloomberg Radio/TV

10:45 a.m. | The World Post-Brexit: UK and Europe

  • Megan Greene, Chief Economist, Manulife Asset Management
  • Manuel Balmaseda, Chief Economist, CEMEX and GIC Board Member
  • Moderator: Michael McKee, Economics Editor, Bloomberg Radio/TV

11:30 a.m. | The World Post-Brexit: China and Japan

  • Michael Drury, Chief Economist at McVean Trading and Investments and GIC Chairman
  • Kozo Koide, Chief Economist, DIAM
  • Moderator: Michael McKee, Economics Editor, Bloomberg Radio/TV

12:15 p.m. | Concluding Remarks

  • Don Rissmiller, Chief Economist at Strategas Research Partners and GIC Vice Chairman

 

Hotel Information

July 12-16: Hotel Room Block at  the Teton Springs Lodge and Spa.

Guests can call 888-451-0156 and refer to the Rocky Mountain Economic Summit.  Here are the rates per room:

Deluxe room: $289 ++
1 Bedroom Suite: $329 ++
2 Bedroom Suite: $519  ++

Rooms are limited and should be booked well in advance.

 

Earn Continuing Education Credit

CFP Board has approved this program for 6 credit hours. Please email [email protected] for the program ID.

IMCA® has accepted Rocky Mountain Economic Summit for 6 hours of CE credit towards the CIMA®, CIMC®, and CPWA® certifications. If you hold the CIMA®, CIMC®, or CPWA® certification, you may report CE credit for this program online at www.imca.org/pages/onlinereporting. When reporting online, leave the Provider Name field blank. Enter the Program ID and the Date Attended. Email [email protected] for the Program ID.

Rocky Mountain Economic Summit has been approved for  7 CTFA credits.  CTFA credits should be distributed as follows: 7 INV.  This statement should not be viewed as an endorsement of this program or its sponsor. ICB Members must report these credits at www.icbmembers.org.

AFCPE has approved this program for 5 credit hours. Upon completion of the approved conference or workshop, each Certificant must complete the Individual CEU Form at http://my.afcpe.org.

 

Event Location

Date: Thursday, July 14, 2016 City: Victor Teton Springs Lodge & Spa Download iCal

Speakers

Dennis P. Lockhart

Dennis P. Lockhart

Former President and CEO of the Federal Reserve Bank of Atlanta

Dennis Lockhart’s career includes time in the private sector, government, and academia. In 2017, he stepped down from the position of president and CEO of the Federal Reserve Bank of Atlanta, a position he held for ten years. In this role, Lockhart served on the Federal Reserve’s chief monetary policy body, the Federal Open Market Committee (FOMC).  His tenure spanned the financial crisis, the Great Recession, and several years of recovery.

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Manuel Balmaseda

Manuel Balmaseda

Chief Economist, CEMEX

Manuel Balmaseda is the Chief Economist at CEMEX, a leading global building materials corporation. Previously he served as Chief Economist for Spain and Europe at BBVA, Chief Economist for Capital Markets at BBV, professor of economics at CEMFI and visiting researcher at the Federal Reserve Bank in Minneapolis.

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Ray Dillon

Ray Dillon

Former President and Chief Executive Officer, Deltic Timber Corporation

Ray Dillon was President and Chief Executive Officer for Deltic Timber Corporation from 2003-2016. Since his arrival, Mr. Dillon brought to the company a revitalized focus on efficiency and personal accountability within all levels of Deltic’s operations.

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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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Michael Drury

Michael Drury

Chief Economist, McVean Trading & Investments

Michael Drury is the chief economist for McVean Trading & Investments, LLC. He joined the firm in 1992, after serving for five years as senior economist with Allen Sinai at Shearson Lehman Brothers and its successor firms. Michael began his career in New York in 1982 as senior economist at A. Gary Shilling and Company. He received his B.S. in economics from the Georgia Institute of Technology and did his graduate work at the University of Wisconsin-Madison.

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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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Megan E. Greene

Megan E. Greene

Senior Fellow at the Harvard Kennedy School

Megan has been a leading voice in global macroeconomics on both sides of the Atlantic for the past 15 years. She is currently a Senior Fellow at the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School. Her role includes teaching and writing, and her main focus is the drivers of wage and income inequality globally.

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Mark Gottfredson

Mark Gottfredson

Partner, Bain and Company, Dallas Office

Mark Gottfredson is a partner in the Dallas office of Bain and Company, which he founded in 1990. Over the past 30 years, Mark has advised chief executives and top-level managers in a wide range of industries. He has served in a range of leadership positions within Bain, including leader of the global Performance Improvement practice and as a member of the firm’s Board of Directors.

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Cameron Gunter

Cameron Gunter

CEO, PEG Development, Inc.

Cameron Gunter graduated from Idaho State University, where he received a Bachelor of Business Administration with an accounting emphasis. Prior to the founding of PEG Development, Cameron worked in private and public accounting, city management, and construction and development services.

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Jeffrey Hayzlett

Jeffrey Hayzlett

Chairman, C-Suite Network

Jeffrey Hayzlett is a global business celebrity, a prime time television show host on C-Suite TV, and a radio host on CBS Radio’s Play.it and C-Suite Radio. From small businesses to international corporations, his creativity and extraordinary entrepreneurial skills have enabled him to lead ventures blending his leadership perspectives, insights into the c-suite and business strategy, mass marketing prowess and affinity for social media. He is a well-traveled public speaker, the author of the bestselling business books, The Mirror Test and Running the Gauntlet, and one of the most compelling figures in business today.

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Kozo Koide

Kozo Koide

Asset Management One Co.  Ltd

Kozo Koide is the Chief Economist at Asset Management One Co.  Ltd.,  which  is  the largest Japanese asset management company with about 52 trillion yen (approximately 505 billion US$) assets under its management in October 2016.

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Jean C. LaTorre

Jean C. LaTorre

Chief Investment Officer and Corporate Economist, Aetna Inc.

Jean C. LaTorre, CFA, is the Chief Investment Officer and Corporate Economist of Aetna Inc. in Hartford, Connecticut. In this role, she oversees and directs Aetna’s $26 billion diversified investment portfolio. Ms. LaTorre also oversees Aetna’s Large Case Pension business as well as Aetna’s own $13 billion of retirement assets.

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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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Tyler Norton

Tyler Norton

Founder and CEO, Hero Partners

Tyler Norton is founder of Hero Partners and a founding partner of The Hyde-Norton Group. Tyler has 17 years of experience in the risk management and financial services industry, including 9 years of executive leadership with Beneficial Financial Group where he served as vice president, senior vice president and chief distribution officer.

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John Pestana

John Pestana

Co-Founder, Omniture and Chairman, Observepoint

John Pestana is the Co-founder of ObservePoint, an enterprise software company based in Provo, Utah. ObservePoint builds innovative data governance technology that improves the data quality of online marketing technologies.

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Donald Rissmiller

Donald Rissmiller

Founding Partner 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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Jack Rivkin

Jack Rivkin

Chief Executive Officer, Chief Investment Strategist, Altegris

As Chief Executive Officer, Jack Rivkin leads the strategic and day-to-day management of the Altegris companies. He is also Vice Chairman of the board of Altegris. In his role as Chief Investment Strategist, he provides insight and guidance to the Altegris Research and Investment Solutions Group, which has overall responsibility for identifying, selecting, and monitoring fund managers across multiple investment disciplines, and managing risk and asset allocation. He is Chairman of the Altegris Investment Committee.

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John Ryding

John Ryding

Chief Economist and Founding Partner, RDQ Economics

John Ryding is the Chief Economist and a founding partner of RDQ Economics. John was at Bear Stearns from 1991 to 2008 (most recently as the Chief U.S. Economist) where he was responsible for analyzing and forecasting U.S. economic trends and monetary policy. John has considerable experience in global central banking and monetary policy. Prior […]

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John Silvia, Ph.D.

John Silvia, Ph.D.

CEO, Dynamic Economic Strategy

John Silvia is enjoying the process of launching his firm, John E. Silvia, Dynamic Economic Strategy. John recently retired from his position as Managing Director and Chief Economist for Wells Fargo. Based in Charlotte, N.C., he held that position since he joined Wachovia in 2002 as the company's Chief Economist, this new launch will permit John to open his schedule for additional Speaking opportunities and Board positions while indulging in his passion for travel.

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Bill Strauss

Bill Strauss

Senior Economist and Economic Adviser, Federal Reserve Bank of Chicago

William A. Strauss is a senior economist and economic adviser in the economic research department at the Federal Reserve Bank of Chicago, which he joined in 1982. His chief responsibilities include analyzing the current performance of both the Midwest economy and the manufacturing sector for use in monetary policy.

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Ellen Zentner

Ellen Zentner

Chief U.S. Economist, Managing Director, Morgan Stanley

Ellen Zentner is the Chief U.S. Economist and a Managing Director at Morgan Stanley, joining the firm in 2013. Ms. Zentner has been named to “Bloomberg Best” list of top forecasters of the U.S. economy and has more than 17 years’ experience as a Fed watcher and markets-based economist, with a keen eye toward early identification of market-moving trends.

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