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 Mester, President and CEO, Federal Reserve Bank of Cleveland.

 

Agenda

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

8:30 – 8:45 a.m. | Welcoming Remarks

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

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 – 10:30 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
  • Megan Greene, Senior Fellow at the Mossavar-Rahmani Center for Business and Government, at the Harvard Kennedy School on European Debt
  • Jay Bryson, Managing Director and Acting Chief Economist, Wells Fargo & Co. on US government debt
  • Chris Hartshorn, Ph.D., Chief Commercial Officer, risQ on municipal risk as related to climate change
  • Moderator: William Strauss, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago

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, Managing Director of ETF.com
  • Moderator: Michael McKee, Political and Economic Correspondent, Bloomberg

11:45 a.m. – 12:30 p.m. | Keynote Speech

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

12:30 p.m. | Concluding Remarks

  • David R. Kotok, CIO, Cumberland Advisors, 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 Mester, Ph.D.

Loretta 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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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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Chris Hartshorn

Chris Hartshorn

CEO and Founder of Xibus Systems

Chris has helped to drive innovation as CEO and Founder of Xibus Systems, a developer of faster food safety solutions; as Chief Research Officer of Lux Research, an emerging technology subscription intelligence service to hundreds of the world’s most innovative companies and agencies; and as Chief Technology Officer at Callaghan Innovation, the government agency responsible for catalyzing innovation in New Zealand.

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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

Managing Director of ETF.com

Dave Nadig is the Managing Director of ETF.com. Dave has over 20 years in the investment management and ETF business, having served as the Director of Exchange Traded Funds at FactSet Research Systems, Chief Investment Officer of ETF.com and managing director of BGI.

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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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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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Partners

Cumberland Advisors
University of South Florida Sarasota-Manatee