Tenth Annual Rocky Mountain Economic Summit
Date: Thursday, July 12, 2018 - Saturday, July 14, 2018
Teton Springs Lodge & Spa, Victor, ID
$500.00 – $700.00
Our Rocky Mountain Economic Summit conference will take place on Thursday, July 12th. On Friday morning, July 13th, GIC will host a private roundtable discussion. This meeting will be open only to GIC Members and held under Chatham House Rule*. Seating is limited. Please choose the appropriate registration option from the dropdown below:
- The International Economic Outlook | John Silvia
- Risks to Global Growth | Megan Greene
- Is the Chinese Roller Coaster Near the Bottom? | Michael Drury
- Session II: Entrepreneurial and CEO’s Outlook – Bill Dunkelberg
- Fairlead Strategies, LLC Approach to Technical Analysis | Katie Stockton
- Quantitative Finance and Stock Market | Leo Chen
- Tactical Management Using Point and Figure and Relative Strength | Alison Gardner
- Investor Presentation | Dick Mayo
- Session IV: Financial Markets Outlook | Danielle DiMartino Booth
- Financial Markets Outlook | Bill Kennedy
- Session I: International Economic Outlook
- Morning Keynote: A Conversation with Patrick Harker
- Session II: Entrepreneurial and CEO’s Outlook
- Afternoon Keynote: Dollar Bill Civics
- Session III: Technical Analysis in the Stock Market
- Session IV: Financial Markets Outlook
Tenth Annual Rocky Mountain Economic Summit
Join the Global Interdependence Center and the Bronze Buffalo Foundation on July 12 for this annual gathering of economists, bankers, academics, and finance industry representatives in Victor, Idaho, just outside of Jackson Hole, Wyoming. The Tenth Annual Rocky Mountain Economic Summit will bring together economists and entrepreneurs from around the country to discuss issues and opportunities relating to the global economy. Patrick Harker, President and CEO of the Federal Reserve Bank of Philadelphia, will deliver a keynote address. GIC Members are invited to stay for the private Roundtable Discussion on Friday morning, July 13 from 9:00 a.m. – 12:00 p.m.
*When a meeting, or part thereof, is held under the Chatham House Rule, participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed.
Please email [email protected] for more information on how attendees of the Tenth Annual Rocky Mountain Economic Summit can receive credit from the following organizations:
- CFP Board (6 CE credit hours)
- AFCPE Post Certification (6 credits)
8:30 – 9:00 a.m. | Registration and Coffee
9:00 – 9:15 a.m. | Welcoming Remarks
- Justin Hyde, Chairman, Bronze Buffalo Club
- Don Rissmiller, Chief Economist, Strategas Research Partners and GIC Chairman
9:15 – 10:15 a.m. | Session I: International Economic Outlook
- John Silvia, Chief Economist, Wells Fargo
- Megan Greene, Chief Economist, Manulife
- Michael Drury, Chief Economist, McVean Trading and Investments and GIC Chair Emeritus
- Moderator: William Strauss, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago
10:15 – 11:15 | Morning Keynote: A Conversation with Patrick Harker
- Patrick Harker, President of the Federal Reserve Bank of Philadelphia
- Facilitator: Michael McKee, Economics and Policy Correspondent, Bloomberg TV
11:15 – 11: 30 a.m. | Break
11:30 a.m. – 12:30 p.m. | Session II: Entrepreneurial and CEO’s Outlook
- Bill Dunkelberg, Chief Economist, National Federation of Independent Business
- Ray Dillon, Former CEO, Deltic Timber and GIC Board Member
- Jim Parke, CEO, Otter Products, LLC
- Wally Hawley, Co-Founder, InterWest Partners
- Moderator: Kevin Taylor, Managing Director, Veyo Partners
12:30 – 1:30 p.m. | Lunch
1:30 – 2:15 p.m. | Afternoon Keynote: Dollar Bill Civics
- Paul McCulley, Senior Fellow in Financial Macroeconomics for Cornell Law School’s Jack G. Clarke Program on the Law and Regulation of Financial Institutions and Markets
2:15 – 3:15 p.m. | Session III: 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
- Alison Gardner, Senior Vice President, RBC Wealth Management
- Moderator: David Kotok, CIO, Cumberland Advisors and GIC Board Member
3:15 – 4:15 p.m. | Session IV: Financial Markets Outlook
- Bill Kennedy, Chief Investment Officer, Fieldpoint Private
- Dick Mayo, Chairman and Chief Strategist, Game Creek Capital
- Danielle DiMartino Booth, Founder, Money Strong LLC
- Moderator: Lisa McIntire Shaw, Founding Partner, Cygnus Asset Management, LLC
4:15 p.m. | Concluding Remarks
- Don Rissmiller, Chief Economist, Strategas Research Partners and GIC Chairman
Please call Teton Springs Lodge & Spa directly at 208-787-7235 and reference the Rocky Mountain Economic Summit or Booking ID 1004421 to receive the discounted group rate.
Teton Springs Lodge & Spa
10 Warm Creek Lane
Victor, ID 83455
Patrick T. HarkerPresident and Chief Executive Officer, Federal Reserve Bank of Philadelphia
Patrick T. Harker took office on July 1, 2015, as the 11th president and chief executive officer of the Federal Reserve Bank of Philadelphia. In this role, Dr. Harker participates on the Federal Open Market Committee, which formulates the nation’s monetary policy.
Leo ChenPortfolio 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.
Ray DillonFormer President and Chief Executive Officer, Deltic Timber Corporation
Ray Dillon was President and Chief Executive Officer for Deltic Timber Corporation from 2003-2016. Since his arrival, Mr. Dillon brought to the company a revitalized focus on efficiency and personal accountability within all levels of Deltic’s operations.
Danielle DiMartino BoothCEO & Chief Strategist for Quill Intelligence LLC
Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC,a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered with the goal of not only guiding portfolio managers, but promoting financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.
Michael DruryChief 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.
Bill Dunkelberg, Ph.D.Chief Economist, National Federation of Independent Business (NFIB)
William Dunkelberg is professor emeritus of economics in the College of Liberal Arts, Temple University, where he served as dean of the School of Business and Management from 1987 through 1994 and as director of the Center for the Advancement and Study of Entrepreneurship. He served as the Global Interdependence Center’s Chairman for 20 years.
Alison GardnerSenior 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.
Megan E. GreeneSenior 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.
Wally HawleyCo-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.
Justin HydeCo-Founder and CEO, The Bronze Buffalo Club
Justin Hyde is the Co-founder & CEO of Bronze Buffalo Club Companies and Chairman of The Bronze Buffalo Foundation.
William Kennedy, CFABoard Chair, Global Interdependence Center and CEO, Chief Investment Officer, RiskBridge Advisors, LLC
William Kennedy is the co-founder, CEO, and Chief Investment Officer of RiskBridge Advisors, an independent, full-service investment office serving insurers, endowments and foundations, and individual investors. He is responsible for RiskBridge’s business and investment activities and has over 30 years of capital market research and investment experience.
David KotokChief 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.
Richard (Dick) MayoChairman 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.
Paul McCulleySenior 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.
Michael McKeeInternational 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.
Jim ParkeCEO, Otter Products
As CEO of Otter Products, Jim Parke drives strategic development. Parke brings to this role a deep understanding of corporate structure and finance as well as experience developing and mentoring start-up and early stage companies.
Donald RissmillerFounding Partner and Chief Economist of Strategas
Mr. Rissmiller is a founding Partner of Strategas and has directed the Firm's macroeconomic research efforts since 2006. He oversees Strategas' thematic research as well as high-frequency econometric forecasting.
Katie StocktonFounder 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.
Bill StraussSenior 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.