Register to join Session I of GIC’s upcoming series, Ukraine: One Year Later. We invite you to join us in person or virtually February 16-17, 2023 to explore investment implications, the defense budget, and the role of the financial system and Central Banks in war following the 2022 invasion of Ukraine through two days of panel discussions. Joining us for Keynote Remarks will be Loretta J. Mester, Ph.D., President and CEO of the Federal Reserve Bank of Cleveland.

This two-day meeting will be held in person and virtually. It will address monetary policy issues and financing issues related to the federal budget and defense expenditures. There will also be a session on financial market reactions and implications of the Russian invasion of Ukraine. The opening series will include a military update by a retired supreme allied American commanding general, General Philip M. Breedlove, Commander, Supreme Allied Command, Europe, of the United States Air Force.

We are pleased to offer Continuing Education (CE) credits for this program. Please email Colleen Murphy at cmurphy@interdependence.org for more information on how attendees can receive credit from the Certified Financial Planner Board of Standards, Inc. (4 CE credit hours).

 

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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, February 16, 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
• 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

• Loretta J. Mester, Ph.D., President and CEO of the Federal Reserve Bank of Cleveland
• Moderator: David R. Kotok, Chairman and CIO, Cumberland Advisors

9:30 – 10:30 a.m. | Session I: A Conversation on Investment Implications

• Matt McAleer, Executive VP, Director of Equity Strategies, Cumberland Advisors
• William Kennedy, GIC Board Chair, and CEO, RiskBridge Advisors, LLC
• Ed Keon, Former Managing Director, Portfolio Manager and Chief Investment Strategist, Quantitative Management Associates
• Moderator: Patricia Healy, Senior Vice President of Research and a Portfolio Manager, Cumberland Advisors

10:30 – 10:45 a.m. | Break

10:45 – 11:45 a.m. | Session II: Composition of the Defense Budget and its Implications

• Byron Callan, Managing Director, Capital Alpha Partners, LLC
• Bill Hoagland, Former Director, Senate Budget Committee, Senior VP, Bipartisan Policy Center
• Moderator: Lisa McIntire Shaw, Managing Partner, Cygnus Asset Management and GIC Vice Chair of Programs

11:45 a.m. | Concluding Remarks

• David R. Kotok, Chairman and CIO, Cumberland Advisors

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

 

Friday, February 17, 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
• Major General David Scott Gray, U.S. Air Force (Ret), Chair, President, and CEO of the Combat Wounded Veteran Challenge

8:45 – 10:00 a.m. | Morning Keynote

• General Philip M. Breedlove, Commander, Supreme Allied Command, Europe, United States Air Force
• Moderator: Major General David Scott Gray, U.S. Air Force (Ret), Chair, President, and CEO of the Combat Wounded Veteran Challenge

10:00 – 10:15 a.m. | Break

10:15 – 11:00 a.m. | Session I: The Role of the Financial System in War

• Danielle DiMartino Booth, CEO and Chief Strategist, Quill Intelligence LLC
• David Berson, Chief U.S. Economist, Cumberland Advisors
• Moderator: Maryanne Waldman, First Vice President and Financial Advisor, RBC Wealth Management and GIC Board Member

11:00 a.m. – 12:00 p.m. | Session II: Central Banks During the Wartime Setting

• Zdenek Tuma, Former Governor, Czech National Bank and GIC College of Central Bankers Fellow
• Alfonso Prat-Gay, Former President of Central Bank of Argentina and GIC College of Central Bankers Fellow
• Moderator: Kathleen Stephansen, Senior Economist for Haver Analytics, Trustee of EQAT Trust Funds, and GIC Chair Emerita

12:00 p.m. | Concluding Remarks

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

12:00 p.m. | Lunch
Hosted by Cumberland Advisors and RiskBridge Advisors, LLC

 

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Registration fees are subject to a full refund until 72-hours in advance of the scheduled program.