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

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

Dr. Leo Chen joined Cumberland Advisors as a consultant in 2014 and became a portfolio manager in 2016. Dr. Chen is an investment adviser representative. He is also a visiting professor of finance at the University of South Florida.

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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 over 33 years in the financial services industry.  She is Senior Vice President in the Wealth Management division and, as a Senior Portfolio Manager, utilizes the best fundamentals with a Point and Figure overlay for performance and risk management.  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

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

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Matthew McAleer

Matthew McAleer

Managing Director and Portfolio Manager, Cumberland Advisors

Matthew McAleer serves as a Managing Director and Portfolio Manager for Cumberland’s domestic and international strategies. With a focus on quantitative research, Mr. McAleer uses detailed trend and relative strength analysis to manage portfolio construction and identify investment opportunities across multiple asset classes.

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Mike McKee

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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Leland R. Miller

Leland R. Miller

Chief Executive Officer, China Beige Book International

Leland R. Miller is the Chief Executive Officer of China Beige Book International and heads up strategic management of the firm.

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John Mousseau

John Mousseau

Executive Vice President and the Director of Fixed Income at Cumberland Advisors

John R. Mousseau, CFA, joined Cumberland Advisors in 2000 and serves as an Executive Vice President and the Director of Fixed Income.

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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

Director of Research, WisdomTree

As Director of Research, Jeremy is responsible for the WisdomTree equity index construction process and oversees research across the WisdomTree family.

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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

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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Partners

University of South Florida Sarasota-Manatee

Sponsors

Cumberland Advisors