Financial Literacy Day: Session III – Outlook for the US Stock Market

VIDEO April 7, 2018

Speaker / Author

Jeff Saut

Chief Investment Strategist, Raymond James

A disciple of the markets for more than 46 years, Jeff possesses a breadth of experience in the field few can match. He was managing director of research at Roney & Co. when it became part of Raymond James in 1999. Prior to that, he was managing director of equity capital markets for Sterne, Agee & Leach. His responsibilities there included equity research, investment banking, institutional sales and syndicate. After graduating from St. Andrews in early 1971, Jeff began his career on a trading desk in New York, becoming a trading desk manager in 1972. In 1973, he joined E.F. Hutton ... Read More

Jeremy Schwartz

Executive Vice President, Global Head of Research, WisdomTree

Jeremy Schwartz has served as our Executive Vice President, Global Head of Research since November 2018 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and helped with the research and writing of Stocks for the Long Run and The Future ... Read More

Adam Johnson

Founder and Author of Bullseye Brief

Adam Johnson is Founder and Author of Bullseye Brief, an investment letter which presents thematic and actionable stock ideas twice each month. Previously he anchored several business programs at Bloomberg Television, interviewing CEOs, heads of state, and prominent investors. He has also traded global risk assets for ING Furman Selz Asset Management, Louis Dreyfus Energy Corporation and Merrill Lynch. He graduated from Princeton University with a degree in economics. ... Read More

Matthew McAleer

Managing Director and Portfolio Manager, Cumberland Advisors

Matthew McAleer serves as a Managing Director and Portfolio Manager for Cumberland’s domestic and international strategies. With a focus on quantitative research, Mr. McAleer uses detailed trend and relative strength analysis to manage portfolio construction and identify investment opportunities across multiple asset classes. Mr. McAleer has over 20 years of investment management experience and previously led the tactical asset allocation strategies at Hudson Canyon Investment Counselors and Classic Asset Management. The strategy was recognized as a “Top Gun” performer by PSN Informa in 2013. Mr. McAleer holds a BS degree in marketing/economics from Rider University, where he also competed for the wrestling ... Read More

William Kennedy

GIC Vice Chair of Programs

Bill Kennedy co-founded RiskBridge Advisors, an Outsourced Chief Investment Officer (OCIO) firm providing tailored investment management and unconflicted guidance and implementation to endowments & foundations, insurers, family offices, and their principals.  As Chief Executive Officer and Chief Investment Officer, he oversees and is responsible for RiskBridge’s strategic course and all investment decisions. Mr. Kennedy has over 30 years of industry experience.  He previously served as Chief Investment Officer with Fieldpoint Private from 2012-2019, where he was responsible for investment policy, asset allocation, and investment manager selection. Mr. Kennedy also chaired the bank’s Investment Committee and served on the bank’s Board of ... Read More