Financial Literacy Day III is set for April 11 at the campus' Selby Auditorium.

USF Sarasota-Manatee to host Financial Markets and the Economy: Financial Literacy Day III

By: Rich Shopes

Posted: March 19, 2019

USF Sarasota-Manatee, Cumberland Advisors and the Global Interdependence Center are partnering to host Financial Markets and the Economy: Financial Literacy Day III, a daylong forum on economic and financial matters with renowned experts, including senior investigative reporter Gretchen Morgenson of The Wall Street Journal.

The event – scheduled for Thursday, April 11, at the Selby Auditorium at the University of South Florida Sarasota-Manatee, 8350 N. Tamiami Trail, Sarasota – is open to the public and designed to appeal to a wide range of financial interests.

Topics include:

  • The outlook for U.S. stocks/global economic outlook
  • Special session: Health, Hunger and Philanthropy
  • Surveying the global economic/geopolitical landscape
  • Keynote Speaker: Gretchen Morgenson, senior writer, Investigations Unit, The Wall Street Journal
  • A conversation with Susan Harper, Canada’s consul general in Miami

David Kotok, chairman and chief investment officer of Sarasota-based Cumberland Advisors, and USFSM Regional Chancellor Dr. Karen Holbrook will offer introductory remarks starting at 8:30 a.m.

Karen Holbrook

“We are thrilled to partner once again with Cumberland Advisors and the Global Interdependence Center on what has become a much-anticipated annual community event,” Dr. Holbrook said. “The quality and depth of speakers is phenomenal, and the fact that they explore financial topics that appeal to most anyone makes this an important and not-to-be-missed experience.”

This will be the third Financial Literacy Day. Among the speakers are Matt McAleer, executive vice president and director of equity strategies, Cumberland Advisors; Richard Hoey, senior economic advisor, BNY Mellon Wealth Management; Judith Monroe, president and CEO, Centers for Disease Control Foundation; Lisa Marsh Ryerson, president, AARP Foundation; Leland Miller, CEO, China Beige Book International; and Paul O’Brien, deputy chief investment officer, Strategy and Planning Department, Abu Dhabi Investment Authority.

Tickets are $50 (includes lunch). To register or for more information, visit sar.usfsm.edu/event/financial-markets-and-the-economy/.

The agenda is as follows:

8 – 8:30 a.m. | Registration and coffee

8:30 – 8:45 a.m. | Welcoming Remarks

  • David Kotok, CIO, Cumberland Advisors and board member, Global Interdependence Center
  • Karen Holbrook, PhD, regional chancellor, University of South Florida, Sarasota-Manatee

9 – 10 a.m. | Session I – The Stock Market

  • Matt McAleer, executive vice president and director of equity strategies, Cumberland Advisors
  • Richard Hoey, senior economic advisor, BNY Mellon Wealth Management
  • Tripp Zimmerman, director of research, WisdomTree Asset Management, Inc.
  • Moderator: Maryanne Waldman, RBC, Boston, Mass.

10 – 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
  • 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. – Noon| Special Report on the Use of the Bloomberg Terminals – Two Years Later

  • Paul Bova, director of development, and/or GJ de Vreede, PhD, interim dean, College of Business, USF Sarasota-Manatee

Noon – 1 p.m. | Lunch

1 – 1:15 p.m. | Report on National and International Financial Literacy online exams

  • Christine Brown, CFA Tampa Bay, society executive, Tampa

1:15 – 2 p.m. | A Conversation with Canada’s Consul General in Florida

  • Susan Harper, Canadian consul general in Miami and former economic minister, Embassy of Canada

2 – 3 p.m. | Session III – How the World Looks to Me

  • Leland Miller, CEO, China Beige Book International
  • Paul O’Brien, deputy chief investment officer, Strategy and Planning Department, Abu Dhabi Investment Authority
  • Moderator: John Authers, author and Bloomberg columnist

3 – 3:15 p.m. | Break

3:15 – 4 p.m. | Keynote Speaker

  • Gretchen Morgenson, senior writer, Investigations Unit, The Wall Street Journal

4 p.m. | Concluding Remarks

Reception and Book Signing

For more about USF Sarasota-Manatee, visit usfsm.edu.

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