Tenth Annual Rocky Mountain Economic Summit
Thursday, July 12, 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
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.
Ray DillonFormer 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.
Danielle DiMartino BoothPresident, 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.
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 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.
Megan E. GreeneManaging 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.
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 HydeFounder 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.
William KennedyChief 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.
David KotokCIO 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.
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.
Mike 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 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.
John E. Silvia, Ph.D.Managing Director, Chief Economist, Wells Fargo Securities LLC
John Silvia is a managing director and the chief economist for Wells Fargo. Based in Charlotte, N.C., he has held his position since he joined Wachovia in 2002 as the company's chief economist.
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.