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Ninth Annual Rocky Mountain Economic Summit

Join the Global Interdependence Center (GIC), Bronze Buffalo Club, and C-Suite Network for this annual two-day summit of economists, bankers, academics, and finance industry representatives. Charles Evans, President and CEO of the Federal Reserve Bank of Chicago, will deliver the keynote address and GIC will present Dennis P. Lockhart with the 2017 Global Citizen Award. 

Attendees of the Ninth Annual Rocky Mountain Economic Summit can receive credit from the following organizations:

  • AFCPE Post Certification (6 credits)
  • The Institute of Certified Bankers (ICB) (7.25 credits)
  • CFP Board (6 CE credit hours)

Teton Springs Lodge & Spa
10 Warm Creek Lane
Victor, ID 83455

Thursday July 13th

8:30 – 9: 15 a.m. | Registration and Coffee

9:15 a.m. – 9:30 a.m. | Welcoming Remarks

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

 9:30 – 10:30 a.m. | Keynote Address

  • Charles Evans, President of the Federal Reserve Bank of Chicago

 10:30 – 11:30 a.m. | Session I:  International Economic Outlook

  • John Silvia, Chief Economist, Wells Fargo – United States
  • Manuel Balmaseda, Chief Economist, CEMEX and GIC Board Member – Latin America
  • Megan Greene, Chief Economist, Manulife – Europe
  • Michael Drury, Chief Economist at McVean Trading and Investments and GIC Chairman – China/Moderator

11:30 a.m. – 11:45 a.m. – Break

 11:45 a.m. – 12:45 p.m. | Session II – Executive Perspectives with Jeff Hayzlett – Energy’s Impact on the Economy

  • Featuring Matt Lanfear the CEO of Great Eastern Energy

12:45 p.m. – 1:45 p.m. | Lunch

2:00 p.m.– 3:00 p.m. | Session III  – Industry: Small Business, Manufacturing and Construction

  • William Strauss, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago
  • Bill Dunkelberg, Chief Economist, NFIB  – Small Business Outlook
  • Manuel Balmaseda, Chief Economist, CEMEX and GIC Board Member

 3:00 p.m. – 4:00 p.m.  | Session IV – Financial Outlook 

  • Dick Mayo, Game Creek Capital
  • Chris Whalen, Whalen Global Advisors and GIC Board Member
  • Don Rissmiller, Chief Economist of Strategas Research Partners and GIC Vice Chairman
  • Moderator: Bill Kennedy, Fieldpoint Private

4:00 p.m. | Concluding Remarks

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

 

Friday July 14th

8:30 – 9: 15 a.m. | Registration and Coffee

9:15 a.m. – 9:30 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.– 10:00 a.m. | Presentation of the Global Citizen Award to Dennis Lockhart

  • Presented by Michael McNiven, Managing Director, Cumberland Advisors

Followed by a Q&A with Michael McKee, Bloomberg International Economics and Political Correspondent

 10:00 a.m. – 10:45 a.m. | Keynote Address

  • Paul McCulley, Senior Fellow, Financial Macroeconomics, Cornell Law School’s Jack G. Clarke Program on the Law and Regulation of Financial Institutions and Markets

 10:45 a.m.  – 11:00 a.m. – Break

11:00 a.m. – 11:45 a.m.  Corporate Challenges for Today’s CEO

  • Ray Dillon, Former CEO of Deltic Timber Corporation and GIC Board Member
  • Mark Stidham CEO of LLR, Inc.
  • Wally Hawley, Co-Founder of InterWest Partners
  • Moderator: Bradley Bateman is the CEO of Dome Technology

11:45 a.m. | Concluding Remarks

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

Event Location

Date: Thursday, July 13, 2017 - Friday, July 14, 2017 City: Victor, ID Teton Springs Lodge & Spa Download iCal

Speakers

Charles Evans

President of the Federal Reserve Bank of Chicago

Charles L. Evans is the ninth president and chief executive officer of the Federal Reserve Bank of Chicago. In that capacity, he serves on the Federal Open Market Committee (FOMC), the Federal Reserve System’s monetary policymaking body.

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Dennis P. Lockhart

Former President and CEO of the Federal Reserve Bank of Atlanta

Dennis Lockhart’s career includes time in the private sector, academia, and government. He recently stepped down from the position of president and CEO of the Federal Reserve Bank of Atlanta. In this role, Lockhart was responsible for all the Bank’s activities including monetary policy, bank supervision and regulation, and payment services. In addition, he served on the Federal Reserve’s chief monetary policy body, the Federal Open Market Committee (FOMC). Within the Federal Reserve System, he chaired the Conference of Presidents for his final two years and earlier chaired the Information Technology Oversight Committee.

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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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Bradley S. Bateman

Chief Executive Officer, Dome Technology

Bradley S. Bateman is the Chief Executive Officer for Dome Technology, an international industrial construction company that provides storage and handling systems for dry bulk materials. In this role, Bateman is responsible for all business and construction activities, both foreign and domestic. He has traveled extensively in Asia, Europe, North and South America, Africa, and the Middle East.

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Ray Dillon

Former President and Chief Executive Officer, Deltic Timber Corporation

Ray Dillon became President and Chief Executive Officer for Deltic Timber Corporation on July 1, 2003. Since his arrival, Mr. Dillon has brought to the company a revitalized focus on efficiency and personal accountability within all levels of Deltic’s operations. The effects of this enhancement in core operating principles can be seen in the recent improvements in both the operating and financial results reported by the company.

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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.

Chief Economist, NFIB

William Dunkelberg is professor emeritus of economics at the School of Business and Management, Temple University, where he served as dean from 1987 through 1994 and as director of the Center for the Advancement and Study of Entrepreneurship.

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Megan E. Greene

Managing Director and Chief Economist, Manulife Asset Management

Megan E. Greene is a managing director and chief economist at Manulife Asset Management, responsible for forecasting global macro-economic and financial trends and analyzing the potential opportunities and impacts to support the firm’s investment teams around the world. Previously, Megan ran her own London-based economics consulting practice, Maverick Intelligence, serving clients who leveraged her analysis of economic, political, policy and social developments and the impact these were likely to have on the global economy.

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Wally Hawley

Co-Founder of InterWest Partners

Wally Hawley is a co-founder of InterWest Partners (1979), one of the larger venture capital partnerships in the United States, formed to make equity investments in diversified U.S. growth companies. His prior experience includes seven years as President of SHV North America Holding Corp., a wholly owned subsidiary of a Netherlands corporation, and seven years with McKinsey and Co. His current affiliations include Chairman Emeritus of the Advisory Board to the Stanford Institute for Economic Policy Research; guest lecturer at the Stanford Graduate School of Business; former Chairman of the Board of Trustees of Young Life; Board Member of Stanford Alumni Association; Advisory Board Member of Rosewood Venture Capital; and Director of several educational companies including several online companies.

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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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William Kennedy

Chief Investment Officer, Fieldpoint Private

Mr. Kennedy is the Chief Investment Officer for Fieldpoint Private and a member of the bank’s Board of Directors. He is responsible for the firm’s investment philosophy, process and platform including capital market research, asset allocation, portfolio construction and risk management. He chairs the firm’s Investment Committee. Mr. Kennedy directly manages discretionary investment portfolios for families and institutions and manages the bank’s fixed income securities portfolio. He is the author of Fieldpoint Private’s market publications “The Point” and “Global Investment Strategy” and makes frequent media appearances including Fox Business News and Bloomberg radio.

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Matthew Lanfear

CEO, Great Eastern Energy

Matt Lanfear is an energy management and procurement executive with over 20 years of experience in developing energy management plans for small business entrepreneurs, product development, business operations, and strategy.

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Richard (Dick) Mayo

Chairman and Chief Strategist, Game Creek Capital

Richard Mayo is Chairman and Chief Strategist at Game Creek Capital, a firm he helped start and has been invested in for ten years.

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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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Mike 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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Michael McNiven, Ph.D.

Managing Director & Portfolio Manager, Cumberland Advisors

Dr. Michael D. McNiven serves as a managing director and a portfolio manager for Cumberland’s international and global equity portfolio styles. He is also an investment advisor representative for the firm explaining all of Cumberland’s investment options to individual and institutional clients.

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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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Donald Rissmiller

Founding Partner of Strategas

Donald Rissmiller is a founding partner of Strategas and has been the firm’s chief economist since 2006, directing its macroeconomic research effort. He oversees Strategas’ high-frequency econometric forecasting and thematic economic research. Mr. Rissmiller’s research has been consistently recognized by Institutional Investor magazine in their annual survey: he was ranked best up and coming economist in 2008, and was third in their 2009 All-America Independent Research Team survey. He is frequently quoted in the financial press.

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John Silvia, Ph.D.

Managing Director and Chief Economist, Wells Fargo Securities, LLC

John Silvia, Ph.D., is a managing director and chief economist for Wells Fargo Securities, LLC. Based in Charlotte, N.C., he has held his position since he joined Wachovia in 2002 as the company’s chief economist.

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Mark Stidham

LuLaRoe Co-Founder & Chief Executive Officer

In 2017, LuLaRoe Co-Founder and Chief Executive Officer Mark Stidham is poised at the helm of the nation’s fastest growing apparel brand, building a network of Independent Fashion Retailers who bring the style, comfort and simplicity of LuLaRoe to homes across America. Founded in 2013, the “Social Retail” startup is on track to reach the $2 Billion mark this year, through a sales strategy that has veered steeply from the omnichannel retail model, while winning the hearts of families who seek a simple business model to gain back our most closely cherished commodities: time and freedom.

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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

Chairman, Whalen Global Advisors LLC

Christopher Whalen is an investment banker and author who lives in New York City. He is Chairman of Whalen Global Advisors LLC and works as a consultant and analyst focused on the financial services, mortgage finance and related technology companies.

Christopher edits The Institutional Risk Analyst newsletter. From 2014 through 2017, Christopher was Senior Managing Director and Head of Research at Kroll Bond Rating Agency, where he was responsible for ratings by the firm’s Financial Institutions and Corporate Ratings Groups.

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