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

Thursday, April 11, 2019
Sarasota, FL

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

Save the date, Wednesday, 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 a keynote address from Gretchen Morgenson, Senior Special Writer in the Investigations unit at The Wall Street Journal.

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

 

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
  • Adam Johnson, Founder & Author of Bullseye Brief, an Investment News Letter
  • Moderator, Maryanne Waldman, RBC, Boston, MA

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. Formerly, President and CEO, Wells College, Aurora, NY.
  • Moderator, Gabriel Hament, Cumberland Advisors

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

  • Paul Bova, Director of Development and/or GJ de Vreede, Dean, University of South Florida 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. | Keynote Address

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

  • Leland Miller, CEO, China Beige Book International
  • Paul O’Brien, Deputy Chief Investment Officer, Strategy and Planning Department, Abu Dhabi Investment Authority, ADIA.
  • Moderator, Lisa Shaw, CFP, CIMA, Managing Partner, Cygnus Asset Management, LLC

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

4:15 – 6:00 p.m. | Reception

Event Location

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

Speakers

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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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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Lisa McIntire Shaw

Lisa McIntire Shaw

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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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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Gretchen Morgenson

Gretchen Morgenson

Assistant Business and Financial Editor, The New York Times

Gretchen Morgenson is assistant business and financial editor and a columnist at the New York Times. She has covered the world financial markets for the Times since May 1998 and won the Pulitzer Prize in 2002 for her "trenchant and incisive" coverage of Wall Street.

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Paul F. O’Brien, Ph.D.

Paul F. O’Brien, Ph.D.

Head of Fixed Income Strategy, Strategy Unit, Abu Dhabi Investment Authority

Paul O’Brien, Ph.D., is head of fixed income strategy in the strategy unit at the Abu Dhabi Investment Authority, where he is responsible for asset-allocation issues involving fixed income.

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Partners

University of South Florida Sarasota-Manatee

Sponsors

Cumberland Advisors