Second Annual Financial Literacy Day: An Update on the Financial Markets and Economy

Date: Thursday, April 5, 2018
University of South Florida Sarasota-Manatee, Sarasota, FL

Event Detail

Second Annual Financial Literacy Day: An Update on the Financial Markets and Economy

Save the date, Thursday, April 5, 2018, for the Second Annual Financial Literacy Day: An Update on the Financial Markets and Economy. This program, in partnership with University of South Florida Sarasota-Manatee College of Business and Cumberland Advisors, features a keynote address from Raphael Bostic, President and CEO of the Federal Reserve Bank of Atlanta.

Click here to view a map of USFSM’s campus.

Attendees of this event can receive credit from the following organizations:

  • AFCPE Post Certification (7 credits- Please email Colleen Murphy to receive your certificate)
  • CFP Board (7 CE credit hours)

Agenda

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

8:30  – 8:45 a.m. | Welcoming Remarks

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

8:45 – 10:15 a.m. | Session I – Municipal Financial Market Developments

  • Natalie Cohen, Managing Director Municipal Securities Research, Wells Fargo Securities – Condition of State/Local Pensions/Post Employment Funding
  • John Mousseau, Executive Vice President and Director of Fixed Income, Cumberland Advisors – Fixed Income Overview – Treasuries & Munis
  • William J. Hogan, Senior Managing Director, Assured Guaranty – Condition of Municipal Bond Insurers
  • Hector Negroni, Co-CEO & Chief Investment Officer Fundamental Credit Opportunities (FCO) – Puerto Rico and Municipal Bond Market in General
  • Moderator: Jim Pullen, Morgan Stanley

10:15 – 10:30 a.m. | Break

10:30 – 11:30 a.m. | Session II – Use of Quantitative Measurement/Technical Analysis in the Stock Market

  • Katie Stockton, Founder and Managing Partner, Fairlead Strategies, LLC
  • Leo Chen, Professor of Math at USF and Quantitative Analyst and Portfolio Manager, Cumberland Advisors –  Quantitative Measurement and the US Stock Market
  • Moderator: Alison Gardner, Senior Vice President – Financial Advisor RBC Wealth Management

11:30 a.m. – 12:00 p.m. | Special Report on the Use of the Bloomberg Laboratory – One Year Later

  • Jim Curran, Dean, University of South Florida Sarasota-Manatee College of Business

12:00 – 1:00 p.m. | Lunch

1:00 – 1:30 p.m. | Keynote Address

  • Raphael Bostic, President and CEO of the Federal Reserve Bank of Atlanta

1:30 – 2:45 p.m. | Session III – Outlook for the US Stock Market and the World

  • Jeff Saut, Chief Investment Strategist, Raymond James
  • Jeremy Schwartz, Director of Research, WisdomTree Asset Management, Inc.
  • Adam Johnson, The Bullseye Brief
  • Matt McAleer, Director of ETF Strategies, Cumberland Advisors
  • Moderator: Bill Kennedy, Chief Investment Officer, Fieldpoint Private

2:45 – 3:00 p.m. | Break

3:00 – 3:30 p.m. | The US Banking System

  • Chris Whalen, Chairman, Whalen Global Advisors LLC and GIC Board Member

3:30 – 4:30 p.m. | Session IV – Global Economic Outlook

  • Michael Drury, Chief Economist, McVean Trading & Investments
  • Jeff Uscher, Head of Research, Jeff Uscher’s Japan Insider
  • Leland Miller, Chief Executive Officer of China Beige Book International
  • Moderator: Michael McKee, Bloomberg

4:30 – 4:45 p.m. | Concluding Remarks

  • David Kotok, CIO Cumberland Advisors and GIC Board Member

4:45 – 6:00 p.m. | Reception and Book Signing

  • Featuring Chris Whalen, Chairman, Whalen Global Advisors LLC

Event Location

Date: Thursday, April 5, 2018 Time: 8:00 AM - 4:30 PM City: Sarasota, FL University of South Florida Sarasota-Manatee

Address: Selby Auditorium, 8350 N Tamiami Trail, Sarasota, FL 34243

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Speakers

Raphael W. Bostic

Raphael W. Bostic

President and CEO, Federal Reserve Bank of Atlanta

Dr. Raphael W. Bostic took office June 5, 2017, as the 15th president and chief executive officer of the Federal Reserve Bank of Atlanta. He is responsible for all the Bank's activities, including monetary policy, bank supervision and regulation, and payment services. In addition, he serves on the Federal Reserve's chief monetary policy body, the Federal Open Market Committee (FOMC).

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Leo Chen

Leo Chen

Portfolio Manager & Quantitative Strategist, Cumberland Advisors

Leo Chen serves as Portfolio Manager and Quantitative Strategist. He specializes in quantitative analysis, particularly in time-series empirical research. Leo works with stochastic calculus and Brownian motion.

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Natalie Cohen

Natalie Cohen

Managing Director and Head of Municipal Research, Wells Fargo

Natalie Cohen is managing director and head of municipal research, a coverage area that launched in 2010 for the Global Economics and Research Group.

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James M. Curran, Ph.D.

James M. Curran, Ph.D.

Dean, University of South Florida Sarasota-Manatee College of Business

Jim Curran has over 40 years of experience working, teaching, and researching in the field of marketing. Dr. Curran has taught courses on more than twenty different topics in marketing and management.

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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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Alison Gardner

Alison Gardner

Senior Vice President – Financial Advisor, RBC Wealth Management

Alison Gardner has enjoyed 35 years in the financial services industry. She is Senior Vice President in the Wealth Management division and, as a Senior Portfolio Manager, utilizes quality fundamentals with a rules-based technical overlay for performance, risk management and to remove emotion. She maintains a rigorous focus on both analytics and investment knowledge.

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William J. Hogan

William J. Hogan

Senior Managing Director, Public Finance, Assured Guaranty

Bill manages the public finance business for the Assured Guaranty family of companies which includes Assured Guaranty Corp. and Assured Guaranty Municipal.

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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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Adam Johnson

Adam Johnson

Founder and Author of Bullseye Brief

Adam Johnson is Founder and Author of Bullseye Brief, an investment letter which presents thematic and actionable stock ideas twice each month.

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William Kennedy

William Kennedy

GIC Vice Chair of Programs and Co-Founder, CEO and CIO of RiskBridge Advisors

Bill Kennedy co-founded RiskBridge Advisors, an Outsourced Chief Investment Officer (OCIO) firm providing tailored investment management and unconflicted guidance and implementation to endowments & foundations, insurers, family offices, and their principals. 

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David Kotok

David Kotok

Chief Investment Officer of Cumberland Advisors

David Kotok co-founded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. David’s articles and financial market commentaries have appeared in the New York Times, the Wall Street Journal, Barron’s, and other publications. He is a frequent contributor to Bloomberg TV and Bloomberg Radio, Yahoo Finance TV, and other media.

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Matthew McAleer

Matthew McAleer

Executive Vice President and Director of Equity Strategies, Cumberland Advisors

Matt McAleer serves as the Executive Vice President and Director of Equity Strategies. He is also a member of Cumberland’s Board of Directors and Executive Committee. Matt is also the Chairman of the firm’s Investment Committee and has over 25 years of investment management experience.

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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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Leland R. Miller

Leland R. Miller

Chief Executive Officer, China Beige Book International

A leading authority on China’s economy and financial system, Leland works closely with chief investment officers and corporate boards on their trading and investment strategies, while helping them mitigate long-term risks using China Beige Book’s™ proprietary forecasting platform.

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John Mousseau

John Mousseau

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

John Mousseau is currently the President, Chief Executive Officer, and Director of Fixed Income at Cumberland Advisors. In this capacity, John also serves as a portfolio manager and has overall responsibility for portfolio construction, management, analysis, trading, and research for all tax-free and taxable bond accounts. His comments and analyses have appeared in The Bond Buyer, Barron’s, the Wall Street Journal, Bloomberg, Forbes, the Philadelphia Inquirer, and the New York Times.

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Hector Negroni

Hector Negroni

Co-Founder, Co-Chief Executive Officer, and Chief Investment Officer of Fundamental Credit Opportunities (FCO)

Hector Negroni is the Co-Founder, Co-Chief Executive Officer, and Chief Investment Officer of Fundamental Credit Opportunities (FCO).

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James H. Pullen

James H. Pullen

Corporate Retirement Director, Morgan Stanley

James H. Pullen is a Certified Financial Planner, TM & Chartered Retirement Plans Specialist, TM.

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Jeff Saut

Jeff Saut

Chief Investment Strategist, Raymond James

A disciple of the markets for more than 46 years, Jeff possesses a breadth of experience in the field few can match. He was managing director of research at Roney & Co. when it became part of Raymond James in 1999. Prior to that, he was managing director of equity capital markets for Sterne, Agee & Leach. His responsibilities there included equity research, investment banking, institutional sales and syndicate.

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Jeremy Schwartz

Jeremy Schwartz

Executive Vice President, Global Head of Research, WisdomTree

Jeremy Schwartz has served as our Executive Vice President, Global Head of Research since November 2018 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios.

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Katie Stockton

Katie Stockton

Founder and Managing Partner, Fairlead Strategies, LLC

Katie Stockton is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research provider that provides technical analysis to institutional investors.

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Jeff Uscher

Jeff Uscher

Head of Research, Jeff Uscher’sJapan Insider

Jeff Uscher's Japan Insider provides professional investors with the news, information and insight they need to enhance their understanding of Japanese financial markets, the Japanese economy and politics in Japan.

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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

University of South Florida Sarasota-Manatee

Sponsors

Cumberland Advisors