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

Date: Thursday, April 11, 2019

Join GIC, USFSM, and Cumberland Advisors for our annual conference on the economy and financial markets.

Registration is currently not available for this event.

Event Detail

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

Join us on Thursday, April 11, 2019, for the Third 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 keynote addresses from Gretchen Morgenson, Senior Special Writer in the Investigations unit at The Wall Street Journal and Susan Harper, Canadian Consul General in Miami and Former Economic Minister for Embassy of Canada. Click here to register through USFSM.

Please email [email protected] for more information on how attendees can receive credit from the following CE organizations:

  • CFP Board (3 CE credit hours)
  • AFCPE Post Certification (3 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

9:00 – 10:15 a.m. | Session I – “The Stock Market”

  • Matt McAleer, Executive VP & Director of Equity Strategies, Cumberland Advisors
  • Richard Hoey, Senior Economic Advisor to BNY Mellon Wealth Management
  • Tripp Zimmerman, Director, Research, WisdomTree Asset Management, Inc.
  • Moderator, Maryanne Waldman, First Vice President – Financial Advisor, RBC Wealth Management, GIC Board Member

10:15 – 10:30 a.m. | Break

10:30 – 11:30 a.m. | Session II – “Health Hunger and Philanthropy”

  • Judith Monroe, President and CEO, CDC Foundation
  • Erin McLeod, CEO, Friendship Centers, Sarasota, FL
  • Lisa Marsh Ryerson, National President, AARP Foundation. Formerly, President and CEO, Wells College, Aurora, NY.
  • Gabriel Hament, Cumberland Portfolio Manager, Charitable and Foundation Accounts
  • Moderator: Lisa McIntire Shaw, CFP, CIMA, Managing Partner, Cygnus Asset Management, LLC

11:30 a.m. – 12:00 p.m. | Special Report on the Use of the Bloomberg Terminals – Two Years Later

  • Eddie Sanchez, Jr., Director, Bloomberg Financial Markets Lab, USF Sarasota-Manatee College of Business

12:00 – 1:00 p.m. | Lunch

1:00 – 1:15 p.m. | Report on National and International Financial Literacy on-line exams

  • Christine Brown, CFA Tampa Bay, Society Executive, Tampa, FL

1:15 – 2:00 p.m. | A conversation with Canada’s Consul General in Florida

  • Susan Harper, Canadian Consul General in Miami and Former Economic Minister for Embassy of Canada

2:00 – 3:00 p.m. | Session III – “How the World Looks to Me” 

  • Leland Miller, CEO, China Beige Book International
  • Paul O’Brien, Former Deputy Chief Investment Officer, Strategy and Planning Department, Abu Dhabi Investment Authority, ADIA
  • Moderator: Alison Gardner, Senior Vice President – Financial Advisor, RBC Wealth Management

3:00 – 3:15 p.m. | Break

3:15 – 4:00 p.m. | Keynote Speaker 

  • Gretchen Morgenson, Senior Special Writer in the Investigations unit at The Wall Street Journal

4:00 – | Concluding Remarks

Event Location

Date: Thursday, April 11, 2019 Time: 8:00 AM - 6:00 PM City: Sarasota, FL

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

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Speakers

Christine Brown

Christine Brown

Partner, Ideas. Inc. and Chapter Executive, FPA Suncoast

Christine Brown, partner at Ideas Inc, an association management company, has been working with financial planning and investment professionals since 1995.

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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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Gabriel Hament

Gabriel Hament

Investment Advisor Representative, Cumberland Advisors

Gabriel Hament joined Cumberland in late 2015 to assist with the firm’s Foundation and Charitable Accounts. Gabriel is an Investment Advisor Representative.

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Susan Harper

Susan Harper

Canadian Consul General in Miami and Former Economic Minister for Embassy of Canada

Susan Harper (Master of Business Administration, Ivey School of Business, Western University; Bachelor of Arts with Honours [Math, English] Queen’s University).

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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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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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Lisa Marsh Ryerson

Lisa Marsh Ryerson

President of AARP Foundation

Lisa Marsh Ryerson is president of AARP Foundation, the charitable affiliate of AARP. A bold, disciplined and collaborative leader, she sets the Foundation’s strategic direction and steers its efforts to realize an audacious vision: a country free of poverty, where no older person feels vulnerable. Since she took the helm, AARP Foundation has developed pioneering initiatives, explored new avenues for collaboration, and secured unprecedented funding to support programs and services that truly change lives.

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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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Lisa McIntire Shaw

Lisa McIntire Shaw

Founding Partner of Cygnus Asset Management, LLC

Lisa McIntire Shaw is a founding partner of Cygnus Asset Management, LLC based in Charlotte, NC. She has more than 20 years of experience in the financial arena. Her areas of special interest include international markets; charitable trusts; strategic wealth preservation; and domestic, corporate, government and municipal bonds.

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Erin McLeod

Erin McLeod

President & CEO for the Friendship Centers

Erin is President & CEO for the Friendship Centers, a regional nonprofit with a $17M+ annual budget that has served seniors, families, caregivers and promoting health, dignity and quality of life throughout the journey of aging since 1973. She started with the organization in 2004 as director of communications, became chief operating officer in 2006, senior VP in 2012, and was appointed as the organization’s second only president and CEO in January 2016.

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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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Judith Monroe

Judith Monroe

President and CEO of the CDC Foundation

Judith Monroe, MD, is president and CEO of the CDC Foundation, a position she began in February 2016. Monroe is a former deputy director of the Centers for Disease Control and Prevention (CDC) and director of the Office of State, Tribal, Local and Territorial Support. She also previously served as Indiana’s state health commissioner.

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Gretchen Morgenson

Gretchen Morgenson

Senior Special Writer in the Investigations Unit at The Wall Street Journal

Gretchen Morgenson is a senior special writer in the investigations unit at the Journal. Following a stint on Wall Street, she began covering the financial markets in 1986 at Forbes.

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Paul F. O’Brien, Ph.D.

Paul F. O’Brien, Ph.D.

Former Deputy Chief Investment Officer, Strategy and Planning Department, Abu Dhabi Investment Authority, ADIA

Paul O’Brien left the Abu Dhabi Investment Authority at the end of 2018. He worked most recently as Deputy CIO, helping lead both strategic and tactical asset allocation, after starting at ADIA as Head of Fixed Income Strategy.

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Eddie Sanchez, Jr.

Eddie Sanchez, Jr.

Director, Bloomberg Financial Markets Lab, USF Sarasota-Manatee College of Business

Eddie Sanchez, Jr. is a finance professor at the University of Sarasota- Manatee. Currently, he is a Doctoral candidate in the DBA program at the University of Florida.

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Maryanne Waldman

Maryanne Waldman

First Vice President – Financial Advisor, RBC Wealth Management

Maryanne Waldman is the First Vice President – Financial Advisor for RBC Wealth Management. Prior to her current position, Maryanne was a vice president at Morgan Stanley Wealth Management.

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Tripp Zimmerman

Tripp Zimmerman

Director, Research, WisdomTree Asset Management, Inc.

Tripp Zimmerman, CFA is a Director, Research at WisdomTree Asset Management, Inc. Tripp leads the Firm’s data analytics group, responsible for index creation, maintenance and reconstitution.

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Partners

University of South Florida Sarasota-Manatee

Sponsors

Cumberland Advisors