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Fourth Annual Financial Literacy Day:

Understanding Global Markets and Finance

Friday, February 14, 2020

University of South Florida Sarasota-Manatee
Selby Auditorium, 8350 N Tamiami Trail, Sarasota, FL 34243

Agenda

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

8:30 – 8:45 a.m. | Welcoming Remarks

  • David R. Kotok, CIO, Cumberland Advisors and GIC Board Member
  • Karen Holbrook, Regional Chancellor, USF Sarasota-Manatee

8:45 – 9:00 a.m. | Update on USFSM Financial Education and Bloomberg Terminal

  • Eddie Sanchez, Jr., Director, Bloomberg Financial Markets Lab, USF Sarasota-Manatee College of Business

9:00 – 10:15 a.m. | The Bond Market

Examining the categories of debt and the influences on them including budget deficits and larger issues like central bank QE and its impacts on interest rates for this debt

  • John Mousseau, President and Chief Executive Officer, and the Director of Fixed Income, Cumberland Advisors on State and local government debt/Munis
  • Jay Bryson, Managing Director and Acting Chief Economist, Wells Fargo & Co. on US government debt
  • Chris Hartshorn, Ph.D., Chief Commercial Officer, risQ on municipal risk as related to climate change
  • Moderator: William Strauss, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago

10:15 – 10:30 a.m. | The Danger of Deficits and Debt and What Can be Done About It

  • Senator Kent Conrad, Former Chairman of the Senate Budget Committee

10:30 – 10:45 a.m. | Break

10:45 – 11:45a.m. | Real Time Payments (RTP)

Examining Bitcoin, Libra, Venmo and the new versions of electronic money

  • Nick Colas and Jessica Rabe, Co-Founders of DataTrek
  • Dave Nadig, CIO & Director of Research, ETF Trends & ETF Database
  • Christopher Whalen, Chairman, Whalen Global Advisors LLC
  • Moderator: Michael McKee, Political and Economic Correspondent, Bloomberg

11:45 a.m. – 12:30 p.m. | Keynote Speech

Introduced by Michael Drury, Chief Economist, McVean Trading & Investments and GIC Vice Chair of International

  • Loretta J. Mester, President of the Federal Reserve Bank of Cleveland

12:30 p.m. | Concluding Remarks

  • David R. Kotok, CIO, Cumberland Advisors and GIC Board Member

Speakers

Loretta Mester, Ph.D.

Loretta J. Mester, PhD

President and CEO

Federal Reserve Bank of Cleveland

 

Jay Bryson

Jay Bryson, PhD

Managing Director and Acting Chief Economist

Wells Fargo & Company

 

 Nicholas Colas Co-Founder, DATATREK Research

Nicholas Colas

Co-Founder

DATATREK Research

 

Kent Conrad Senator Kent Conrad, Former Chairman of the Senate Budget Committee

Kent Conrad

Senator Kent Conrad

Former Chairman of the Senate Budget Committee

Michael Drury Chief Economist, McVean Trading & Investments

Michael Drury

Chief Economist

McVean Trading & Investments

Chris Hartshorn CEO and Founder of Xibus Systems

Chris Hartshorn

CEO and Founder

Xibus Systems

Karen Holbrook Regional Chancellor, USF Sarasota-Manatee

Karen A. Holbrook, PhD

Regional Chancellor

USF Sarasota-Manatee

David Kotok CIO of Cumberland Advisors

David R. Kotok

CIO

Cumberland Advisors

Michael McKee International Economics and Politics Correspondent, Bloomberg Radio/TV

Michael McKee

International Economics and Politics Correspondent

Bloomberg Radio/TV

 

John Mousseau President, Chief Executive Officer & Director of Fixed Income, Cumberland Advisors

John R. Mousseau

President, Chief Executive Officer & Director of Fixed Income

Cumberland Advisors

Dave Nadig Managing Director of ETF.com

Dave Nadig

CIO & Director of Research

ETF Trends & ETF Database

Jessica Rabe Co-Founder, DataTrek Research

Jessica Rabe

Co-Founder

DataTrek Research

Eddie Sanchez, Jr. Director, Bloomberg Financial Markets Lab, USF Sarasota-Manatee College of Business

Eddie Sanchez, Jr., PhD

Professor of Finance & Director of Bloomberg Financial Markets Lab

USF Sarasota-Manatee

 

Kathleen Stephansen Senior Economist, Haver Analytics

Kathleen Stephansen

Senior Economist

Haver Analytics

Bill Strauss Senior Economist and Economic Adviser, Federal Reserve Bank of Chicago

Bill Strauss

Senior Economist and Economic Adviser

Federal Reserve Bank of Chicago

Christopher Whalen Chairman, Whalen Global Advisors LLC

Christopher Whalen

Chairman

Whalen Global Advisors LLC

 

 

Please click here to read speakers' biographies.

Registration

 
Registration Fee: $50.00 register button