Register to join Session III of GIC’s upcoming series, Ukraine: One Year Later. We invite you to join us 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. 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 Michael McKee will join in moderating that discussion.

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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 March 23, 2023

8:30 – 8:45 a.m. | Welcoming Remarks

• Karen Holbrook, Ph.D., 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: 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

9:45 – 10:30 a.m. | Session II: Reactions in World Stock Markets in U.S., Europe, Russia, and Other Countries

• Doug Ramsey, CIO, The Leuthold Group, LLC
• Jeremy Schwartz, Global Chief Investment Officer, WisdomTree Asset Management
• Todd Engelhardt, Regional Director of Investments, Cumberland Advisors
• Moderator: Thomas Smith, Ph.D., Associate Professor, Grant Thornton Fellow, University of South Florida

10:30 – 10:45 a.m. | Break

10:45 – 11:15 a.m. | Keynote I: Is Globalization in Retreat? Implications for the US Economy

• Jay Bryson, Ph.D., Managing Director and Chief Economist, Wells Fargo
• Moderator: Kiyoung Chang, Ph.D., Professor, Muma College of Business, University of South Florida Sarasota-Manatee

11:15 – 11:45 a.m. | Special Report: Sanctions on Russia’s Trade

• Elina Ribakova, Deputy Chief Economist, Institute of International Finance

11:45 a.m. – 12:15 p.m. | Keynote II: A Global Perspective

• William Kennedy, Board Chair, Global Interdependence Center, and CIO, RiskBridge Advisors LLC
• Moderator: David R. Kotok, Chairman and CIO, Cumberland Advisors

12:15 p.m. | Concluding Remarks

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

 

Friday, March 24, 2023

8:30 – 8:45 a.m. | Welcoming Remarks

• Karen Holbrook, Ph.D., 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: 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

9:30 – 10:15 a.m. | Session II: Oil and Gas Panel

• James Slutz, Director of Study Operations, National Petroleum Council
• Christine Tezak, Managing Director – Research, ClearView Energy Partners, LLC
• Moderator: Todd Engelhardt, Regional Director of Investments, Cumberland Advisors

10:15 – 10:30 a.m. | Break

10:30 – 11:30 a.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, Ph.D., Member of the Monetary Policy Committee of the Bank of England
• Katarzyna M. Zajdel-Kurowska, Former Member of the 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

11:30 a.m.  – 12:00 p.m. | Bank Panic and Lessons from History

• Joseph Mason, Ph.D., Professor of Finance at Louisiana State University and Senior Fellow at the University of Pennsylvania’s Wharton School, and an Academic Affiliate at the BVA Group
• David R. Kotok, Chairman and CIO, Cumberland Advisors and GIC Board Member

12:00 p.m. | Concluding Remarks

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