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

Save the date, Thursday, April 5, 2018, for the Second 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 Raphael Bostic, President and CEO of the Federal Reserve Bank of Atlanta.

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

Attendees of this event can receive credit from the following organizations:

• AFCPE Post Certification (7 credits- Please email Colleen Murphy to receive your certificate)
• CFP Board (7 CE 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

8:45 – 10:15 a.m. | Session I – Municipal Financial Market Developments

• Natalie Cohen, Managing Director Municipal Securities Research, Wells Fargo Securities – Condition of State/Local Pensions/Post Employment Funding
• John Mousseau, Executive Vice President and Director of Fixed Income, Cumberland Advisors – Fixed Income Overview – Treasuries & Munis
• William J. Hogan, Senior Managing Director, Assured Guaranty – Condition of Municipal Bond Insurers
• Hector Negroni, Co-CEO & Chief Investment Officer Fundamental Credit Opportunities (FCO) – Puerto Rico and Municipal Bond Market in General
• Moderator: Jim Pullen, Morgan Stanley

10:15 – 10:30 a.m. | Break

10:30 – 11:30 a.m. | Session II – Use of Quantitative Measurement/Technical Analysis in the Stock Market

• Katie Stockton, Founder and Managing Partner, Fairlead Strategies, LLC
• Leo Chen, Professor of Math at USF and Quantitative Analyst and Portfolio Manager, Cumberland Advisors –  Quantitative Measurement and the US Stock Market
• Moderator: Alison Gardner, Senior Vice President – Financial Advisor RBC Wealth Management

11:30 a.m. – 12:00 p.m. | Special Report on the Use of the Bloomberg Laboratory – One Year Later

• Jim Curran, Dean, University of South Florida Sarasota-Manatee College of Business

12:00 – 1:00 p.m. | Lunch

1:00 – 1:30 p.m. | Keynote Address

• Raphael Bostic, President and CEO of the Federal Reserve Bank of Atlanta

1:30 – 2:45 p.m. | Session III – Outlook for the US Stock Market and the World

• Jeff Saut, Chief Investment Strategist, Raymond James
• Jeremy Schwartz, Director of Research, WisdomTree Asset Management, Inc.
• Adam Johnson, The Bullseye Brief
• Matt McAleer, Director of ETF Strategies, Cumberland Advisors
• Moderator: Bill Kennedy, Chief Investment Officer, Fieldpoint Private

2:45 – 3:00 p.m. | Break

3:00 – 3:30 p.m. | The US Banking System

• Chris Whalen, Chairman, Whalen Global Advisors LLC and GIC Board Member

3:30 – 4:30 p.m. | Session IV – Global Economic Outlook

• Michael Drury, Chief Economist, McVean Trading & Investments
• Jeff Uscher, Head of Research, Jeff Uscher’s Japan Insider
• Leland Miller, Chief Executive Officer of China Beige Book International
• Moderator: Michael McKee, Bloomberg

4:30 – 4:45 p.m. | Concluding Remarks

• David Kotok, CIO Cumberland Advisors and GIC Board Member

4:45 – 6:00 p.m. | Reception and Book Signing

• Featuring Chris Whalen, Chairman, Whalen Global Advisors LLC