Tenth Annual Rocky Mountain Economic Summit

Date: Thursday, July 12, 2018 - Saturday, July 14, 2018
Teton Springs Lodge & Spa, Victor, ID

Event Detail

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)

 

Agenda

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 McCulleySenior 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

 

Hotel Information

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.

Event Location

Date: Thursday, July 12, 2018 - Saturday, July 14, 2018 City: Victor, ID Teton Springs Lodge & Spa

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

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Speakers

Patrick T. Harker

Patrick T. Harker

President 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.

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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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Ray Dillon

Ray Dillon

Former 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.

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Danielle DiMartino Booth

Danielle DiMartino Booth

President, Money Strong

Danielle DiMartino Booth is President of Money Strong, an economics consultancy. She writes a widely followed newsletter and offers a unique perspective to global audiences seeking expertise in the financial markets, the economy, and the growing role played by central banks. She is a regular guest on Fox News, CNBC and Bloomberg.

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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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Bill Dunkelberg, Ph.D.

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. 

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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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Megan E. Greene

Megan E. Greene

Senior 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.

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Wally Hawley

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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Justin Hyde

Justin Hyde

Founder and Chairman, The Bronze Buffalo Club

Justin Hyde is the Co-Founder and CEO of Hero Partners, the Founder and Chairman of The Bronze Buffalo Club, Chairman of The Bronze Buffalo Land & Management Company, and Chairman of The Bronze Buffalo Foundation. 

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William Kennedy

William Kennedy

Chief Investment Officer, Fieldpoint Private

Mr. Kennedy is the Chief Investment Officer of Fieldpoint Private and was appointed to the bank’s Board of Directors in December 2015. He chairs the firm’s Investment Committee and is responsible for all investment functions including capital market and manager research, asset allocation, portfolio construction, and performance/risk reporting.

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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 an M.A. in philosophy from the University of Pennsylvania.

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Richard (Dick) Mayo

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

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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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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Jim Parke

Jim Parke

CEO, 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.

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Donald Rissmiller

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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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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Bill Strauss

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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Sponsors

Bronze Buffalo Club