Fourth Annual Financial Literacy Day: Understanding Global Markets and Finance

Date: Friday, February 14, 2020
Sarasota, FL

$50.00

Register to join GIC, USFSM, and Cumberland Advisors on Friday, February 14, 2020 for our annual conference on understanding global markets and finance.

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Event Detail

Fourth Annual Financial Literacy Day: Understanding Global Markets and Finance

Register to join us on Friday, February 14, 2020 for the Fourth Annual Financial Literacy Day! We are once again delighted to partner with the University of South Florida Sarasota-Manatee College of Business and Cumberland Advisors to bring another year of expert presentation and discussion to Sarasota, including a keynote address from Loretta J. Mester, President and CEO, Federal Reserve Bank of Cleveland.

Continuing Education: Attendees of the Fourth Annual Financial Literacy Day can receive continuing education credit from the Certified Financial Planner Board for 3 credit hours. Please email Colleen at [email protected] for more details.

Agenda

8:00 – 8:30 a.m. | Registration and coffee

8:30 – 8:45 a.m. | Welcoming Remarks

  • Karen Holbrook, Regional Chancellor, USF Sarasota-Manatee
  • David R. Kotok, CIO, Cumberland Advisors and GIC Board Member

8:45 – 9:00 a.m. | Update on USFSM Financial Education and Bloomberg Terminal

  • Eddie Sanchez, Jr., Director, Bloomberg Financial Markets Lab, USF Sarasota-Manatee College of Business

9:00 – 10:15 a.m. | The Bond Market
Examining the categories of debt and the influences on them including budget deficits and larger issues like central bank QE and its impacts on interest rates for this debt

  • John Mousseau, President and Chief Executive Officer, and the Director of Fixed Income, Cumberland Advisors on State and local government debt/Munis
  • Jay Bryson, Managing Director and Acting Chief Economist, Wells Fargo & Co. on US government debt
  • Moderator: William Strauss, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago

10:15 – 10:30 a.m. | The Danger of Deficits and Debt and What Can be Done About It
Introduced by Kathleen Stephansen, Senior Economist, Haver Analytics and GIC Chair

  • Senator Kent Conrad, Former Chairman of the Senate Budget Committee

10:30 a.m. | Break

10:45 a.m. – 11:45 a.m. |  Real Time Payments (RTP)
Examining Bitcoin, Libra, Venmo and the new versions of electronic money

  • Nick Colas and Jessica Rabe, Co-Founders of DataTrek
  • Dave Nadig, CIO & Director of Research, ETF Trends & ETF Database
  • Christopher Whalen, Chairman, Whalen Global Advisors LLC
  • Moderator: Michael McKee, Political and Economic Correspondent, Bloomberg

11:45 a.m. – 12:30 p.m. | Keynote Speech
Introduced by Michael Drury, Chief Economist, McVean Trading & Investments and GIC Vice Chair of International

  • Loretta J. Mester, President of the Federal Reserve Bank of Cleveland

12:30 p.m. | Concluding Remarks

  • David R. Kotok, CIO, Cumberland Advisors and GIC Board Member

Event Location

Date: Friday, February 14, 2020 Time: 8:00 AM - 12:30 PM

University of South Florida Sarasota-Manatee
Address: Selby Auditorium, 8350 N Tamiami Trail, Sarasota, FL 34243
Click here to view a map of USFSM’s campus.

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Speakers

Loretta J. Mester, Ph.D.

Loretta J. Mester, Ph.D.

President and CEO, Federal Reserve Bank of Cleveland

As president and chief executive officer of the Federal Reserve Bank of Cleveland, Loretta J. Mester participates in the formulation of U.S. monetary policy, and oversees 1,000 employees in Cleveland, Cincinnati, and Pittsburgh who conduct economic research, supervise banking institutions, and provide payment services to commercial banks and the U.S. government. She assumed her role as president and CEO in June 2014.

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Jay Bryson

Jay Bryson

Managing Director and Acting Chief Economist, Wells Fargo & Company

Jay Bryson is the managing director and acting chief economist for Wells Fargo Securities. He has been the acting chief economist since August 2018. Between 1998 and 2018, he was Wells Fargo’s global economist, a role in which he provided analysis on macroeconomic and financial developments in the major economies of the world.

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Nicholas Colas

Nicholas Colas

Co-Founder, DATATREK Research

Nick is a 30+ year veteran of Wall Street with experience in equity research, money management and investment banking.

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Kent Conrad

Kent Conrad

Senator Kent Conrad, Former Chairman of the Senate Budget Committee

Kent Conrad is a BPC senior fellow and co-chair of its Commission on Retirement Security and Personal Savings, which released its comprehensive recommendations in 2016. As a former senator from North Dakota, he was chairman of the Senate Budget Committee.

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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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Karen Holbrook

Karen Holbrook

Regional Chancellor, USF Sarasota-Manatee

Karen A. Holbrook, Ph.D., is the Regional Chancellor at USF Sarasota-Manatee, following a year as the Interim President for Embry-Riddle Aeronautical University. Before assuming the position at Embry-Riddle she worked as a higher education consultant and the Senior Advisor to the President at the University of South Florida, where she was, until recently, the Senior Vice President for Research and Innovation then Senior Vice President for Global Affairs and International Research.

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David Kotok

David Kotok

CIO 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.

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Michael McKee

Michael McKee

International Economics and Politics Correspondent, Bloomberg Radio/TV

Michael McKee is the International Economics and Policy Correspondent for Bloomberg TV and Radio, covering market and political developments, economic trends and central banks in the United States and around the globe.

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John Mousseau

John Mousseau

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

John R. Mousseau, CFA, joined Cumberland Advisors in September 2000. He is currently President and Chief Executive Officer, and the Director of Fixed Income at Cumberland Advisors. In this capacity, Mr. Mousseau is a portfolio manager and has overall responsibility for portfolio construction, management, analysis, trading, and research for all tax-free and taxable bond accounts.

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Dave Nadig

Dave Nadig

CIO & Director of Research, ETF Trends & ETF Database

Dave Nadig is the Chief Investment Officer and Director of Research of ETF Trends (ETFTrends.com) and ETF Database (ETFdb.com).

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Jessica Rabe

Jessica Rabe

Co-Founder, DataTrek Research

Jessica started her career on Wall Street working as a research associate for a NYC brokerage firm when she was 19. She was Vice President of Market Strategy at Convergex Group prior to co-founding DataTrek Research. Jessica wrote economic and market commentary for the Morning Markets Briefing, a daily financial report widely followed by the investment community and media.

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Eddie Sanchez, Jr.

Eddie Sanchez, Jr.

Director, Bloomberg Financial Markets Lab, USF Sarasota-Manatee College of Business

Eddie Sanchez, Jr. is a finance professor at the University of Sarasota- Manatee. Currently, he is a Doctoral candidate in the DBA program at the University of Florida.

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Kathleen Stephansen

Kathleen Stephansen

Senior Economist, Haver Analytics

Kathleen Stephansen is an Independent Trustee for the AXA-Equitable Trusts, a Senior Economist for Haver Analytics and a Senior Economic Advisor to the Boston Consulting Group Henderson Institute Center for Macroeconomics. 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.

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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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Christopher Whalen

Christopher Whalen

Chairman, Whalen Global Advisors LLC

Richard Christopher Whalen is an investment banker and author who lives in New York City. He is Chairman of Whalen Global Advisors LLC and focuses on the financial services, mortgage finance and technology sectors. Christopher is a member of FINRA and is associated with J.V.B. Financial in New York.

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Partners

Cumberland Advisors
University of South Florida Sarasota-Manatee