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Ukraine: One Year Later – Session III: Food, Famine, and Energy, plus the Effects of the War on Central Bank Policy and Financial Markets

Date: Thursday, March 23, 2023 - Friday, March 24, 2023
Sarasota, FL

$50.00$100.00

Register below to join GIC in Sarasota, FL for our two day conference or click here to attend virtually.

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Event Detail

Ukraine: One Year Later – Session III: Food, Famine, and Energy, plus the Effects of the War on Central Bank Policy and Financial Markets

Register to join Session III of GIC’s upcoming series, Ukraine: One Year Later. We invite you to join us in person or virtually March 23-24, 2023 to explore U.S. and world bonds, world stock markets, food and famine, oil and gas, and how monetary policymakers deal with spillover effects from food, energy, and geopolitical shocks following the 2022 invasion of Ukraine through panels through two days of panel discussions.

This Session will consider the depth of market reactions in the world’s bond markets, stocks markets, and other markets of various types. A special keynote speech and book signing by Bob Pisani, Senior Markets Correspondent, CNBC, will end the first-day program before lunch. Day two will dive deep into the food and famine outcomes inflicted by Putin’s war on the world and its implications. There will be an examination of the energy issues, including impacts on oil and gas and the market effects from this war. Lastly, Catherine L. Mann, Ph.D., Member of the Monetary Policy Committee of the Bank of England, will discuss the spillover effects of the war on policymakers and offer observations as a sitting central banker. A former Polish central banker and World Bank executive will join the discussion. Bloomberg’s Mike McKee will join in moderating that discussion. 


Ukraine: One Year Later is a four-part series examining the impact of the war in Ukraine hosted in partnership with the University of South Florida Sarasota Manatee, and the Florida West Coast Chapter of the Air and Space Forces Association. This hybrid series will take place virtually and in-person between February – April in 2023, and cover themes such as the military-geopolitical outlook, the financial-economic arena, implications on agriculture, cybersecurity, and world trade.

The conference series is co-chaired by Major General David Scott Gray, US Air Force (retired) and David R. Kotok, Chairman and CIO, Cumberland Advisors. They are developing the program so it blends the finance and economics issues of Russia-Ukraine with the military and defense components. This is the second year of the series following a successful and quickly assembled first year held shortly after Russia invaded. The events will be held in-person at the Selby Auditorium at the University of South Florida Sarasota – Manatee and virtually via zoom.

 

Agenda

Thursday March 23, 2022

8:00 – 8:30 a.m. | Registration and Coffee

8:30 – 8:45 a.m. | Welcoming Remarks

  • Karen Holbrook, Regional Chancellor, USFSM
  • David R. Kotok, Chairman and CIO, Cumberland Advisors and GIC Board Member
  • Major General David Scott Gray, U.S. Air Force (Ret), Chair, President, and CEO of the Combat Wounded Veteran Challenge

8:45 – 9:30 a.m. | Session I: Reactions in World Bond Markets and U.S. Bond Markets

  • Patricia Healy, CFA, Senior Vice President of Research and Portfolio Manager, Cumberland Advisors
  • Michael Lee, Founder, Michael Lee Strategy
  • Peter Tchir, Head of Macro Strategy, Academy Securities
  • Moderator: Alison Gardner, Senior Vice President, Sage Advisors/Mass Mutual

9:30 – 10:15 a.m. | Session II: Reactions in World Stock Markets in U.S., Europe, Russia, and Other Countries

  • Matt McAleer, Executive VP, Director of Equity Strategies, Cumberland Advisors
  • Jeremy Schwartz, Global Chief Investment Officer, WisdomTree Asset Management  
  • Doug Ramsey, CIO, The Leuthold Group, LLC
  • Moderator: Thomas Smith, Associate Professor, Grant Thornton Fellow, University of South Florida

10:15 – 10:30 a.m. | Break

10:30 – 11:15 a.m. | Session III: Market Reactions in All Types of Markets

  • Megan Greene, Senior Fellow, Mossavar-Rahmani Center for Business and Government, Harvard Kennedy School
  • Reid Steadman, Managing Director and Global Head of ESG & Innovation at S&P Dow Jones Indices
  • Moderator: Kiyoung Chang, Professor, Muma College of Business, University of South Florida Sarasota-Manatee

11:15 a.m. – 12:00 p.m. | Keynote

  • Bob Pisani, Senior Markets Correspondent, CNBC

12:00 p.m. | Concluding Remarks

  • David R. Kotok, Chairman and CIO, Cumberland Advisors and GIC Board Member

12:15 p.m. | Lunch featuring Book Signing with Bob Pisani
Hosted by Cumberland Advisors and RiskBridge Advisors, LLC

 

Friday, March 24, 2023

8:00 – 8:30 a.m. | Registration and Coffee

8:30 – 8:45 a.m. | Welcoming Remarks

  • Karen Holbrook, Regional Chancellor, USFSM
  • David R. Kotok, Chairman and CIO, Cumberland Advisors and GIC Board Member
  • Major General David Scott Gray, U.S. Air Force (Ret), Chair, President, and CEO of the Combat Wounded Veteran Challenge

8:45 – 9:45 a.m. | Session I: Food and Famine Panel

  • Seth Meyer, Ph.D., Chief Economist, USDA
  • Brandon Zick, CIO, Ceres Partners, LLC
  • John Newton, Ph.D., Chief Economist, Committee on Agriculture, United States Senate
  • Moderator: William Kennedy, GIC Board Chair and CEO, RiskBridge Advisors, LLC

9:45 – 10:45 a.m. | Session II: Oil and Gas Panel

  • Sam Rines, Managing Director, CORBU
  • James Slutz, Director of Study Operations, National Petroleum Council
  • Christine Tezak, Managing Director – Research, ClearView Energy Partners, LLC

10:45 – 11:00 a.m. | Break

11:00 a.m.  – 12:00 p.m. | Session III: How do Monetary Policy Makers Deal with Spillover Effects from Food, Energy, and Geopolitical (War?) Shocks that are Beyond the Policy Makers’ Control?

  • Catherine L. Mann, Member of the Monetary Policy Committee of the Bank of England
  • Katarzyna M. Zajdel-Kurowska, Former Member, Management Board of the National Bank of Poland and Fellow of GIC College of Central Bankers
  • Moderator: Michael McKee, International Economics and Politics Correspondent, Bloomberg Radio/TV

12:00 p.m.. | Concluding Remarks

  • David R. Kotok, Chairman and CIO, Cumberland Advisors and GIC Board Member

12:15 p.m. | Speakers’ Lunch
Hosted by Cumberland Advisors and RiskBridge Advisors, LLC

Event Location

Date: Thursday, March 23, 2023 - Friday, March 24, 2023

University of South Florida Sarasota-Manatee
Address: Selby Auditorium, 8350 N Tamiami Trail, Sarasota, FL 34243
Click here to view a map of USFSM’s campus.

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Speakers

Bob Pisani

Bob Pisani

Senior Markets Correspondent, CNBC

A CNBC reporter since 1990, Bob Pisani has covered Wall Street and the stock market for over 25 years. Pisani covered the real estate market for CNBC from 1990-1995, then moved on to cover corporate management issues before becoming On-Air Stocks Editor in 1997.

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Kiyoung Chang, Ph.D.

Kiyoung Chang, Ph.D.

Professor, Muma College of Business, University of South Florida Sarasota-Manatee

Dr. Kiyoung Chang is born in Republic of Korea and received his Ph.D. from the University of Wisconsin-Milwaukee. He is currently teaching advanced corporate finance and principles of finance at University of South Florida (USF).

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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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Major General Scott Gray

Major General Scott Gray

U.S. Air Force (Ret), Chair, President, and CEO of the Combat Wounded Veteran Challenge

Major General Scott Gray, USAF, (Ret) has held numerous staff positions at the numbered air force, major command, Air Staff, Secretary of the Air Force and Joint Chiefs of Staff levels, and has commanded in support and operational organizations.

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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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Patricia Healy

Patricia Healy

Senior Vice President of Research, Cumberland Advisors

Patty Healy serves as Senior Vice President of Research. She provides integral market and individual credit research and insight while serving as a member of the team managing the fixed-income strategies. Patty joined the firm in 2016.

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William Kennedy

William Kennedy

GIC Board Chair and CEO, RiskBridge Advisors, LLC

William Kennedy is the co-founder, CEO, and Chief Investment Officer of RiskBridge Advisors, an independent, full-service investment office serving insurers, endowments and foundations, and individual investors. He is responsible for RiskBridge’s business and investment activities and has over 30 years of capital market research and investment experience.

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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

Chief Investment Officer of Cumberland Advisors

David 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.

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Michael Lee

Michael Lee

Founder, Michael Lee Strategy

Michael Lee is the founder of Michael Lee Strategy, an investment management and wealth planning firm. A 20+-year veteran of the financial services industry, he is one of the most sought-after voices in the industry.

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Catherine L. Mann, Ph.D.

Catherine L. Mann, Ph.D.

Member of the Monetary Policy Committee, Bank of England

Dr Catherine L Mann joined the Monetary Policy Committee of the Bank of England on 1 September 2021. She is a member of the Council on Foreign Relations and the American Economic Association, among others. Previously she was Chair of the Economic Advisory Committee of the American Bankers Association.

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Matthew McAleer

Matthew McAleer

Executive Vice President and Director of Equity Strategies, Cumberland Advisors

Matt 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.

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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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Seth Meyer, Ph.D.

Seth Meyer, Ph.D.

Chief Economist, U.S. Department of Agriculture

Dr. Seth Meyer was appointed USDA’s Chief Economist in January of 2021, returning to USDA after two years. Prior to his return, Seth was a Research Professor and the Associate Director for the Food and Agricultural Policy Research Institute (FAPRI) at the University of Missouri.

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John Newton, Ph.D.

John Newton, Ph.D.

Chief Economist at U.S. Senate Committee on Agriculture, Nutrition & Forestry

Dr. Newton is the former Chief Economist for American Farm Bureau Federation, the largest organization of independent farmers in the United States. In this role, Dr. Newton was responsible for the management of Farm Bureau’s economics department and coordinates and conducts analyses used for the development and advocacy of Farm Bureau policy on Capitol Hill.

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Doug Ramsey

Doug Ramsey

Chief Investment Officer of The Leuthold Group, LLC

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

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Samuel E. Rines

Samuel E. Rines

Chief Economist, Avalon Advisors

Samuel E. Rines is Chief Economist at Avalon Advisors. Prior to joining Avalon, Samuel was an Economist and Analyst at Chilton Capital Management. His writing has appeared in the Wall Street Journal, The National Interest, on CNBC and has been covered by Bloomberg and Reuters along with other media outlets.

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Jeremy Schwartz

Jeremy Schwartz

Global Chief Investment Officer, WisdomTree

Jeremy Schwartz has served as our Global Chief Investment Officer since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios.

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Jim Slutz

Jim Slutz

Director of Study Operations for the National Petroleum Council (NPC)

Jim Slutz is the Director of Study Operations for the National Petroleum Council (NPC), an independent federal advisory committee to the United States, reporting to the Secretary of Energy.  Prior to NPC, Jim led a global consulting practice with projects in North America, Asia, and Europe.

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Tom Smith, Ph.D.

Tom Smith, Ph.D.

Associate Professor, Grant Thornton Fellow, University of South Florida

Tom Smith is the Grant Thornton Professor, teaching intermediate financial accounting and a PhD seminar in archival accounting. He was awarded the Lynn Pippenger School of Accountancy Advisory Council Outstanding Teaching Award in 2016 and in 2020, he was the recipient of the USF Outstanding Undergraduate Teaching Award.

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Reid Steadman

Reid Steadman

Managing Director, S&P Dow Jones Indices

Reid Steadman is Managing Director and Global Head of Environmental, Social & Governance (ESG) at S&P Dow Jones Indices (S&P DJI).  Reid is responsible for the development, methodology, and commercial strategy governing all ESG indices at S&P DJI, focusing on providing cutting-edge benchmarks for clients around the globe.

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Peter Tchir

Peter Tchir

Head of Macro Strategy, Academy Securities

Academy Security’s Macro Strategy department is led by Peter Tchir and is designed to help companies and investors navigate markets and the economy by creating content that analyzes developments in a provocative way.

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Christine Tezak

Christine Tezak

Managing Director, ClearView Energy Partners, LLC

Christine Tezak is a veteran energy analyst who leads ClearView’s coverage of electricity markets, interstate pipelines, energy infrastructure and U.S. environmental policy.

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Katarzyna Zajdel-Kurowska

Katarzyna Zajdel-Kurowska

Alternate Executive Director at the World Bank Group

Katarzyna Zajdel-Kurowska serves as Alternate Executive Director at the World Bank Group since June 1, 2018, representing Azerbaijan, Kazakhstan, Kyrgyz Republic, Poland, Serbia, Switzerland, Tajikistan, Turkmenistan, and Uzbekistan.

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Brandon Zick

Brandon Zick

Chief Investment Officer, Ceres Partners

Brandon Zick joined Ceres Partners in 2010.  He is responsible for managing all investments at Ceres, including farmland and private equity strategies. In this role he supervises valuation analysis, acquisition due diligence, tenant management and acquisition negotiations.

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Partners

Air and Space Forces Association: Florida West Coast Chapter
University of South Florida Sarasota-Manatee

Sponsors

Cumberland Advisors
RiskBridge Advisors