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Financial Markets and the Economy

Apr 11, 2019

| $50

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Join us!
Cumberland Advisors, USF Sarasota-Manatee and Global Interdependence Center are pleased to invite you to our third annual Financial Literacy Day.

Panel Discussions Include:

  • Outlook for the US Stock Market & Global Economic Outlook
  • Special Session: Health, Hunger and Philanthropy
  • How the World Looks in Economics and Geopolitics
  • Keynote Speaker: Gretchen Morgenson, The Wall Street Journal: Senior Special Writer, Investigations Unit
  • A Conversation with Susan Harper, Canada’s Consul General in Miami

Thursday, April 11, 2019
8:00 A.M. – 5:00 P.M.

Selby Auditorium at USF Sarasota-Manatee:
8350 N. Tamiami Trail
Sarasota, FL 34243

Cost: $50
Coffee, pastries and lunch included

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Thursday – April 11, 2019

8:00 – 8:30 a.m. | Registration and Coffee

8:30 – 9:00 a.m. | Welcoming Remarks
David R. Kotok, CIO, Cumberland Advisors, GIC Board Member
Karen Holbrook, Regional Chancellor, USF Sarasota-Manatee

9:00 – 10:00 a.m. | Session I – The Stock Market
Matt McAleer, Executive VP & Director of Equity Strategies, Cumberland Advisors
Richard Hoey, Senior Economic Advisor to BNY Mellon Wealth Management
Tripp Zimmerman, Director of Research at WisdomTree Asset Management, Inc.
Moderator: Maryanne Waldman, First Vice President – Financial Advisor at RBC

10:00 – 10:15 a.m. | Break

10:15 – 11:30 a.m. | Session II – Health Hunger and Philanthropy
Judith Monroe, President and CEO, CDC Foundation
Erin McLeod, CEO, Friendship Centers, Sarasota, FL
Lisa Marsh Ryerson, President, AARP Foundation.
Gabriel Hament, Cumberland Advisors
Moderator: Lisa Shaw, CFP, CIMA, Managing Partner, Cygnus Asset Management, LLC

11:30 a.m. – 12:00 p.m. | Special Report on the Use of the Bloomberg Terminals – Two Years Later
Eddie Sanchez, Finance Instructor & Director of David Kotok & Cumberland Advisors Bloomberg Lab at USFSM

Noon – 1:00 p.m. | Lunch

1:00 – 1:15 p.m. | Report on National and International Financial Literacy on-line exams
Christine Brown, CFA Tampa Bay, Society Executive, Tampa, FL

1:15 – 2:00 p.m. | A Conversation with Canada’s Consul General in Florida
Susan Harper, Canadian Consul General in Miami, Former Economic Minister for Embassy of Canada

2:00 – 3:00 p.m. | Session III – How the World Looks to Me
Leland Miller, CEO, China Beige Book International
Paul O’Brien, Former Deputy Chief Investment Officer, Strategy and Planning Department, Abu Dhabi Investment Authority,
Moderator: Alison M. Gardner, Senior Vice President – Financial Advisor and Senior Portfolio Manager, RBC Wealth Management

3:00 – 3:15 p.m. | Break

3:15 – 4:00 p.m. | Keynote Speaker
Gretchen Morgenson, Senior Special Writer in the Investigations unit at The Wall Street Journal

4:00 p.m. | Concluding Remarks

Reception and Book Signing