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.
Presentation Documents
- Special Report on the Use of the Bloomberg Terminals | Eddie Sanchez, Jr.
- Canada: Your Friend, Partner, Ally | Susan Harper
Presentation Videos
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
Speakers
Christine Brown
Partner, Ideas. Inc. and Chapter Executive, FPA SuncoastChristine Brown, partner at Ideas Inc, an association management company, has been working with financial planning and investment professionals since 1995.
Alison Gardner
Senior Vice President – Financial Advisor, RBC Wealth ManagementAlison 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.
Gabriel Hament
Investment Advisor Representative, Cumberland AdvisorsGabriel Hament joined Cumberland in late 2015 to assist with the firm’s Foundation and Charitable Accounts. Gabriel is an Investment Advisor Representative.
Susan Harper
Canadian Consul General in Miami and Former Economic Minister for Embassy of CanadaSusan Harper (Master of Business Administration, Ivey School of Business, Western University; Bachelor of Arts with Honours [Math, English] Queen’s University).
Karen Holbrook, Ph.D.
Regional Chancellor, USF Sarasota-ManateeKaren 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.
David Kotok
Chief Investment Officer of Cumberland AdvisorsDavid 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.
Lisa Marsh Ryerson
President of AARP FoundationLisa 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.
Matthew McAleer
Executive Vice President and Director of Equity Strategies, Cumberland AdvisorsMatt McAleer serves as the Executive Vice President and Director of Equity Strategies. He is also a member of Cumberland’s Board of Directors and Executive Committee. Matt is also the Chairman of the firm’s Investment Committee and has over 25 years of investment management experience.
Lisa McIntire Shaw
Founding Partner of Cygnus Asset Management, LLCLisa McIntire Shaw is a founding partner of Cygnus Asset Management, LLC based in Charlotte, NC. She has more than 30 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.
Erin McLeod
President & CEO for the Friendship CentersErin 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.
Leland R. Miller
Chief Executive Officer, China Beige Book InternationalLeland is the co-founder and CEO of China Beige Book, the world’s leading data analytics and economic-forecasting firm focused on China, as well as operator of the largest proprietary data-collection network ever developed to track a closed economy.
Judith Monroe, MD
President and CEO of the CDC FoundationDr. Judith Monroe, president and CEO of the CDC Foundation, has dedicated her career to protecting people and saving lives. She joined the CDC Foundation in February 2016 as president and CEO, following her role as a deputy director of the U.S. Centers for Disease Control and Prevention (CDC) and director of CDC’s Office of State, Tribal, Local and Territorial Support.
Gretchen Morgenson
Senior Special Writer in the Investigations Unit at The Wall Street JournalGretchen 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.
Paul F. O’Brien, Ph.D.
Former Deputy Chief Investment Officer, Strategy and Planning Department, Abu Dhabi Investment Authority, ADIAPaul O’Brien was Head of Fixed Income Strategy and Deputy Chief Investment Officer at the Abu Dhabi Investment Authority, from 2009 through 2018.
Eddie Sanchez, Jr.
Director, Bloomberg Financial Markets Lab, USF Sarasota-Manatee College of BusinessEddie 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.
Maryanne Waldman
First Vice President – Financial Advisor, RBC Wealth ManagementMaryanne 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.
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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