Ukraine: One Year Later – Session I: Monetary Policy and Market Implications | Day OneVIDEO February 18, 2023
Speaker / Author
Karen Holbrook, Ph.D.
Karen A. Holbrook, Ph.D., is the Regional Chancellor at USF Sarasota-Manatee, following a year as the Interim President for Embry-Riddle Aeronautical University. Before assuming the position at Embry-Riddle she worked as a higher education consultant and the Senior Advisor to the President at the University of South Florida, where she was, until recently, the Senior Vice President for Research and Innovation then Senior Vice President for Global Affairs and International Research. Dr. Holbrook served as the President of The Ohio State University from 2002-2007 and was previously the senior vice president for academic affairs and provost at the University of ... Read More
David Kotok co-founded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. David’s articles and financial market commentaries have appeared in the New York Times, the Wall Street Journal, Barron’s, and other publications. He is a frequent contributor to Bloomberg TV and Bloomberg Radio, Yahoo Finance TV, and other media. He has authored or co-authored four books, including the second edition of "From Bear to Bull with ETFs" and "Adventures in Muniland". He holds a B.S. in economics from the Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from the School of ... Read More
Major General Scott Gray
Major General Scott Gray, USAF, (Ret) has held numerous staff positions at the numbered air force, major command, Air Staff, Secretary of the Air Force and Joint Chiefs of Staff levels, and has commanded in support and operational organizations. The general's operational commands include tactical, strategic airlift and air refueling organizations. General Gray also commanded the 89th Airlift Wing at Andrews AFB, Md., overseeing worldwide special airlift, logistics and communications support for the President, Vice President, Secretary of State, Secretary of Defense and other senior leaders of the United States. Awarded his wings in 1978, General Gray is a command ... Read More
Loretta J. Mester, Ph.D.
Loretta J. Mester is president and chief executive officer of the Federal Reserve Bank of Cleveland. In that role, she participates in the formulation of U.S. monetary policy and oversees more than 1,000 employees based at the Bank’s Cleveland office and Branch offices in Cincinnati and Pittsburgh who conduct economic research, supervise banking institutions, promote community development, and provide payment services to depository institutions and the U.S. Treasury. Mester represents the Fourth District on the Federal Open Market Committee (FOMC). Mester began her career at the Federal Reserve Bank of Philadelphia in 1985 as an economist and was executive vice president ... Read More
Matt McAleer serves as the Executive Vice President and Director of Equity Strategies. He is also a member of Cumberland’s Board of Directors and Executive Committee. Matt is also the Chairman of the firm’s Investment Committee and has over 25 years of investment management experience.
Matt is responsible for overseeing all aspects of Cumberland Advisors’ equity group, including portfolio management, research, and trading. With a focus on quantitative research, Matt uses detailed trend, price, and relative strength analysis to manage portfolio construction and to identify ... Read More
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
Ed Keon retired in 2023 after a 25-year career in the securities brokerage and asset management businesses of Prudential Financial. During the past 15 years he was managing director, portfolio manager and chief investment strategist of QMA, Pru’s quantitative investment firm. He led a team that managed $ 80 billion for clients including corporate pension plans, foundations, Taft Hartley plans and variable annuity funds. On the sell-side Ed was Director of Quantitative Research and Chief Investment Strategist for Prudential Securities. He was repeatedly voted onto the Institutional Investor All-American research team, achieving #1 in the Quantitative Research category. Prior to Prudential, ... Read More
Patty Healy serves as Senior Vice President of Research. She provides integral market and individual credit research and insight while serving as a member of the team managing the fixed-income strategies. Patty joined the firm in 2016. She was most recently Senior Director for BayernLB, where she oversaw the public finance portfolio as well as the firm’s tender option bond liquidity program. Previously, Patty served as a credit analyst at TD Securities and at Offitbank. Patty has experience at the credit rating agencies: At Standard & Poor’s she focused on utilities, and at Fitch she focused on infrastructure and later ... Read More
Byron Callan, Managing Director is a near forty-year veteran of Wall Street. He’s spent three years on the buy-side, most recently as a Portfolio Manager at Lion’s Path Capital. From 2007-2010, Callan was an analyst and cofounder of Perella Weinberg Partners’ Aerospace Defense Security investment fund. For the previous two years, he was a senior vice president at Prudential Equity Group, responsible for A&D equity research. From 1993-2005, Callan was first vice president at Merrill Lynch, covering A&D stocks and serving as the sector’s global coordinator. For nine years prior to that, he covered electronic warfare and engineering stocks at PEG. ... Read More
G. William Hoagland is a BPC senior vice president. In this capacity, he helps direct and manage fiscal, health, and economic policy analyses. Before joining BPC in September 2012, Hoagland served as vice president of public policy for CIGNA Corporation, working with business leaders, trade associations, business coalitions, and interest groups to develop CIGNA policy on health care reform issues at both the federal and state levels. Prior to joining CIGNA, Hoagland completed 33 years of federal government service, including 25 years on the U.S. Senate staff. From 2003 to 2007, he served as the director of budget and appropriations in the ... Read More
Lisa McIntire Shaw
Lisa McIntire Shaw is a founding partner of Cygnus Asset Management, LLC based in Charlotte, NC. She has more than 30 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