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Delegation to Argentina

Wednesday, March 7, 2018 - Friday, March 9, 2018

GIC looks forward to returning to Argentina next spring on this trip led by David Kotok of Cumberland Advisors and Ramiro Lopez Larroy of Integras Capital.

GIC's Delegation to Argentina is limited to 20 spaces, which filled up quickly. To be placed on a waiting list please call GIC at 215.238.0990.

Event Detail

Delegation to Argentina

GIC’s first delegation-type program in Latin America was a great success, and we look forward to returning next spring on this trip led by David Kotok of Cumberland Advisors and Ramiro Lopez Larroy of Integras Capital.

This exclusive event will be limited to only 20 spaces.

Agenda

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
  • Representative from Banco Itau TBA
  • 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 - Friday, March 9, 2018 City: Buenos Aires Download iCal

Speakers

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

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.

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.

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

Chief 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.

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Stephen Kay

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.

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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 a master’s in philosophy from the University of Pennsylvania.

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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 administration and management from Harvard Business School and a BA in economics from Universidad Católica Argentina.

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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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.

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Stephen Sexauer

Chief 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.

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