Home > Resources > RMES 2018: Session IV: Financial Markets Outlook

RMES 2018: Session IV: Financial Markets Outlook

VIDEO July 20, 2018

Speaker / Author

William Kennedy

Chief Investment Officer, Fieldpoint Private

Mr. Kennedy is the Chief Investment Officer of Fieldpoint Private and was appointed to the bank’s Board of Directors in December 2015. He chairs the firm’s Investment Committee and is responsible for all investment functions including capital market and manager research, asset allocation, portfolio construction, and performance/risk reporting. Mr. Kennedy directly manages discretionary investment portfolios for families and institutions. Prior to joining Fieldpoint Private in 2012, he was the Global Director of Research for Citigroup Global Markets, Inc. He also held senior positions at Century Atlantic Capital Management, Guy Carpenter & Company, and the DuPont Pension Fund. Mr. Kennedy has ... Read More

Richard (Dick) Mayo

Chairman and Chief Strategist, Game Creek Capital

Richard Mayo is Chairman and Chief Strategist at Game Creek Capital, a firm he helped start and has been invested in for ten years.  After receiving his undergraduate degree from the University of Virginia in 1964, Mr. Mayo began his investment career with the First Union National Bank in Charlotte, N.C. He received his M.B.A. from the University of Virginia's Darden Graduate School of Management in 1968. After graduation, he was a security analyst for the Keystone Custodian Growth Fund. He was a founder of Batterymarch Financial Management in 1969, where he served as a portfolio manager. Mr. Mayo was a Founding Partner ... Read More

Danielle DiMartino Booth

CEO & Chief Strategist for Quill Intelligence LLC

Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC, a research and analytics firm celebrating its one-year anniversary of launching The Daily Feather and the four-year anniversary of the Weekly Quill.   DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered with the goal of not only guiding portfolio managers, but promoting financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. Since inception, commentary and data from DiMartino Booth’s The ... Read More

Lisa McIntire Shaw

Founding Partner of Cygnus Asset Management, LLC

Lisa McIntire Shaw is a founding partner of Cygnus Asset Management, LLC based in Charlotte, NC. She has more than 20 years of experience in the financial arena. Her areas of special interest include international markets; charitable trusts; strategic wealth preservation; and domestic, corporate, government and municipal bonds. Lisa earned her Certified Financial Planner (CFP®) designation from the College of Financial Planning and her credentials as a Certified Investment Management Analyst (CIMA®) from the Wharton School at the University of Pennsylvania. She also holds a bachelor's degree in international studies from the University of North Carolina, Chapel Hill. A native ... Read More