Financial Markets and the Economy

Apr 11, 2019

| $50

Event Navigation

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

Buy Tickets


Wednesday – 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
Adam Johnson, Founder & Author of Bullseye Brief, an Investment News Letter
Moderator: Maryanne Waldman, RBC, Boston, MA

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, National President, AARP. Formerly, President and CEO, Wells College, Aurora, NY.
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
Paul Bova, Director of Development and/or Dr. GJ de Vreede, Dean, University of South Florida Sarasota-Manatee College of Business

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, Deputy Chief Investment Officer, Strategy and Planning Department, Abu Dhabi Investment Authority,
Moderator: John Authers, Author and Bloomberg Columnist

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