Cryptocurrency and the Future of Global Finance

Sarasota, FL | April 20, 2023

We invite you to join us for the upcoming two-day conference taking place April 20-21, 2023 at the University of South Florida Sarasota-Manatee in Sarasota, FL. Our speakers will explore cryptocurrency in depth through two days of panel discussions including keynote remarks from Christopher J. Waller, Ph.D., Member of the Board of Governors of the Federal Reserve System, and Kevin Rudd, Ph.D., Australia’s Ambassador to the United States of America.

 


 

Agenda

Thursday, April 20, 2023 | Cryptocurrency and the Future of Global Finance – Day 1

8:00 – 8:30 a.m. | Registration, Continental Breakfast, and Book Sale
Hosted by Cumberland Advisors and RiskBridge Advisors, LLC

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 II: Cryptocurrency in Investments, Financial Markets, and Regulations

  • Katie Stockton, Founder and Managing Partner, Fairlead Strategies LLC
  • Dave Nadig, Financial Futurist, VettaFi
  • Brent Donnelly, President, Spectra Markets
  • Ian Katz, Managing Director, Capital Alpha Partners
  • Moderator: Dr. Eddie Sanchez Jr., Assistant Professor of Instruction, Muma College of Business, University of South Florida Sarasota-Manatee

9:45 – 10:30 a.m. | Session II: Cryptocurrency Outside the U.S.

  • Nicholas Colas, Co-Founder, DataTrek Research
  • Jessica Rabe, Co-Founder, DataTrek Research
  • Paul O’Brien, Ph.D., Former CIO, Abu Dhabi Investment Authority
  • Michael Drury, Chief Economist, McVean Trading & Investments and GIC Board Member

10:30 – 11:00 a.m. | Break and Book Signing with Brent Donnelly

11:00 – 11:30 a.m. | Special Report: Fiat Currencies during the last year and in response to the Russian invasion

  • Brent Donnelly, President, Spectra Markets
  • Moderator: David R. Kotok, Chairman and CIO, Cumberland Advisors and GIC Board Member

11:30 a.m. – 12:00 p.m. | Session III: FTX Aftermath and Bankruptcy Laws

  • David Adler, Partner, McCarter & English, LLP
  • Moderator: Jaynee LaVecchia, Partner, McCarter & English

12:00 – 12:30 p.m. | Keynote: Cryptocurrency and Central Banks

  • Introductory Remarks: Dr. Joni L. Jones, Campus Dean and Associate Professor, Muma College of Business, University of South Florida Sarasota-Manatee
  • Keynote: Dr. Christopher Waller, Governor, Federal Reserve System
  • Moderator: David R. Kotok, Chairman and CIO, Cumberland Advisors and GIC Board Member

12:30 p.m. | Concluding Remarks

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

Friday, April 21, 2023 | Cryptocurrency and the Future of Global Finance – Day 2: Outlook on Asia

8:00 – 8:30 a.m. | Registration, Continental Breakfast, and Book Sale
Hosted by Cumberland Advisors and RiskBridge Advisors, LLC

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. | Morning Keynote: Military National Security

  • Herbert J. “Hawk” Carlisle, Commander, Air Combat Command, Langley Air Force Base, Virginia

9:30 – 10:30 a.m. | Session I: Panel Discussion about China’s Economics

  • Leland R. Miller, CEO, China Beige Book International
  • Michael Drury, Chief Economist, McVean Trading & Investments, LLC
  • Malcom Riddell, Founder, CHINADebate & Editor, CHINAMacroReporter, Associate in Research, Harvard Fairbank Center for Chinese Studies
  • Moderator: Alejandra Grindal, Chief Economist, Ned Davis Research Group

10:30 – 11:00 a.m.| Break and Book Signing with Jonathan Ward

11:00 – 11:30 a.m. | Special Report: Geopolitical View – Focus on China

  • Jonathan Ward, Ph.D., Founder and President, Atlas Organization
  • Moderator: Kelly Caldwell, CEO President, and Senior Trust Officer, Caldwell Trust Company

11:30 a.m. – 12:00 p.m. | Special Report: China, Russia, and Ukraine: Critical Minerals and Global Supply Chains

  • Nayantara Hensel, Chief Economist and Senior Advisor, Seaborne Defense
  • Moderator: David R. Kotok, Chairman and CIO, Cumberland Advisors

12:00 p.m. – 12:30 p.m. | Afternoon Keynote: Outlook on Asia, Global Risk, and Policy

  • Kevin Rudd, Ph.D., Australia’s Ambassador to the United States of America
  • Moderator: David R. Kotok, Chairman and CIO, Cumberland Advisors and GIC Board Member

12:30 | Concluding Remarks

  • Major General David Scott Gray, U.S. Air Force (Ret), Chair, President, and CEO of the Combat Wounded Veteran Challenge

Sarasota, FL

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Speakers

Christopher J. Waller, Ph.D.

Christopher J. Waller took office as a member of the Board of Governors of the Federal Reserve System on December…

Kevin Rudd, Ph.D.

HE the Hon Dr. Kevin Rudd AC is Australia’s Ambassador to the United States of America, taking up his posting…

Gen. Herbert J. “Hawk” Carlisle

Gen. Herbert J. “Hawk” Carlisle Commander, Air Combat Command, Langley Air Force Base, Virginia. As the commander, he is responsible…

David Adler

David Adler’s practice encompasses bankruptcy and other insolvency proceedings. He represents a broad range of clients, including debtors, creditors’ committees,…

Kelly Caldwell

G. “Kelly” Caldwell Jr., Caldwell Trust Company CEO and president, began his professional career in 1988 when he returned to…

Nicholas Colas

Nick is a 30+ year veteran of Wall Street with experience in equity research, money management and investment banking. From…

Brent Donnelly

Brent Donnelly has been trading currencies since 1995 and is currently a senior FX trader at HSBC New York. He…

Michael Drury

Michael Drury joined McVean Trading & Investments, LLC as Chief Economist in 1992, after serving for five years as Senior…

Major General Scott Gray

Major General Scott Gray, USAF, (Ret) has held numerous staff positions at the numbered air force, major command, Air Staff,…

Alejandra Grindal

Alejandra Grindal is the Senior International Economist for Ned Davis Research Group. She is the primary person in charge of…

Nayantara Hensel, Ph.D.

Dr. Nayantara Hensel has done extensive work over the past two decades on the defense industrial base, the importance of…

Karen Holbrook, Ph.D.

Karen A. Holbrook, Ph.D., is the Regional Chancellor at USF Sarasota-Manatee, following a year as the Interim President for Embry-Riddle…

Joni Jones, Ph.D.

Joni Jones is an associate professor in the School of Information Systems and Management. She also serves as campus dean for…

Ian Katz

Ian Katz is a managing director and oversees the financials practice at Capital Alpha Partners, an independent policy research firm…

David Kotok

David Kotok co-founded Cumberland Advisors in 1973 and served as its Chief Investment Officer through 2024. He remains a Strategic…

Jaynee LaVecchia

Jaynee LaVecchia was appointed an Associate Justice of the New Jersey Supreme Court, effective February 1, 2000.  Having now served…

Leland R. Miller

Leland is the co-founder and CEO of China Beige Book. A noted authority on China’s economy and financial system, he…

Dave Nadig

Dave Nadig is the Financial Futurist at VettaFi. He is former Chief Investment Officer and Director of Research of ETF…

Paul F. O’Brien, Ph.D.

Paul O’Brien was Head of Fixed Income Strategy and Deputy Chief Investment Officer at the Abu Dhabi Investment Authority, from…

Jessica Rabe

Jessica started her career on Wall Street working as a research associate for a NYC brokerage firm when she was…

Eddie Sanchez, Jr.

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

Katie Stockton

Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused…

Jonathan Ward, Ph.D.

Dr. Jonathan D. T. Ward is an internationally recognized expert on Chinese global strategy and US-China competition. He earned his…

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