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Hosted by  CFA Tampa Bay

Economic and Market Outlook

Special Event Parking Prices will be in effect. See Parking Informatin below.

Despite years of unprecedented sums of money being pumped into the global economic and financial systems, uncertainty continues to roil the world markets. Driven by numerous global macro issues, wild swings in the financial markets accompany the continuing unsettled state of global economic affairs, thereby making the job of managing one's assets all the more difficult.

In such a climate, investors are faced with many challenging issues such as:

  • Will the multi-year deleveraging process
         derail the global growth story?

  • Can highly profitable corporations maintain
         their strong financial condition?

  • Will overheating emerging economies
         achieve a hard or soft landing?

  • What effect will politics have on the economy
         and markets as the US enters a presidential
         election year?

Vinny Catalano, CFA, will moderate as our panel of experts discuss and debate the economic, financial, and geo political environment facing investors. This is one of our most popular meetings throughout the season, so remember to make your reservation early.

5:30 pm - Networking and Cash Bar
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes

 

Thanks to our meeting sponsor




Parking Information
Park in the Old Fort Brooke Municipal Garage (corner of Whiting and Franklin) On the third floor of the parking garage, take the walkway to One Tampa City Center.

The Tampa Bay Lightning is hosting the Kings. Game time is 7:30 pm. Event parking prices (estimated $12) will go into effect 2 hours prior.


Please use one of the reservation options below .

Tuesday, February 7, 2012
5:30 PM - 7:30 PM

Location

The University Club of Tampa
38th Floor
201 N Franklin St
Tampa   FL   33602
 
Website for Location
Map for Location


Speakers

View Speaker Profiles

Vincent Catalano, CFA
Blue Marble Research
Dinner & Program


Timothy W. Hayes, CMT
Chief Global Investment Strategist
Ned Davis Research
Dinner & Program


Louise Purtle
Founder
ARFIDLife
Dinner & Program


Donald J. Rissmiller
Partner, Chief Economist
Strategas Research Partners
Dinner & Program


Philip J. Roth, CMT
Miller Tabak and Co., LLC
Dinner & Program



Speaker Profiles

 


Vincent Catalano, CFA
Blue Marble Research

Vinny Catalano, CFA is President and Global Investment Strategist with Blue Marble Capital Management (BMCapM) and author of "Sectors and Styles" (Wiley 2006). A leading investment strategist and asset manager, Mr. Catalano appears regularly in the media (Bloomberg TV & Radio, foxbusiness.com, BNN TV, CNBC, New Delhi TV), is frequently quoted in various professional publications (Wall Street Journal, Barrons, Financial Times, Reuters), and is a guest speaker at major forums (Indexing and ETFs, Alternative Investing).

Vinny also produces and conducts timely topical and educational programs with various CFA Societies and other groups, including the highly acclaimed "Market Forecast Series". Prior to forming BMCapM, Catalano was a Senior Financial Advisor with Merrill Lynch providing investment advice and counseling to high net worth individuals. During this time, he also provided educational and informational instruction to senior and mid level corporate executives with publicly-traded and privately held companies. Vinny is a past president of the New York Society of Security Analysts and a Nonresident Senior Fellow at the Information Technology and Innovation Foundation.




Timothy W. Hayes, CMT
Chief Global Investment Strategist
Ned Davis Research

Timothy W. Hayes, CMT, is NDRG’s Chief Global Investment Strategist. He has been with the firm since 1986. Tim directs NDRG’s global asset allocation services, develops strategy and major investment themes, and establishes NDRG’s weightings for global asset allocation, presenting his views on the cyclical and secular outlook globally.

Tim oversees NDRG’s monthly Investment Strategy, covering global strategy and allocation, and his timely market commentaries and studies are featured in Global Strategy publications, which focus on global allocation and the most significant global developments. Tim has been featured many times on CNBC and Bloomberg TV, and his market views are often quoted in The Wall Street Journal and other financial media in the U.S. and internationally. He is author of The Research-Driven Investor, published in November 2000, and he has contributed to several other books. His research articles have appeared in the Journal of Technical Analysis, Technical Analysis of Stocks and Commodities, and other publications.

Tim received his Bachelor of Arts degree from Kenyon College, and he is a Chartered Market Technician. In 2008, the Investorside Research Association honored Tim with its Research Excellence Award for “Exiting Equities in ‘07.” In 1996, the Market Technicians Association awarded Tim the Charles H. Dow Award for groundbreaking research, recognizing an outstanding original work that best expounds on the principles of technical analysis.




Louise Purtle
Founder
ARFIDLife

In a career spanning 25 years and several countries, Louise has developed a range of skills that give her a unique perspective on global credit strategy and ideally equip her for her role as CreditSights' Chief Strategist.

Louise joined the firm in 2002. Previously she was a Director and Head of U.S. Credit Strategy at Deutsche Bank where she was responsible for the formulation of the bank’s macro credit strategy and the marketing of this platform to a global client base. In 1993, she was in Australia as a specialist in the area of inflation indexed fixed income securities, and then moved to the United States in 1995. After a three-year stint as a senior fixed income salesperson for global government fixed income product she moved into the corporate arena in 1998 specializing first in the newly developing European market and then assuming the mantle of U.S. Credit Strategist in 2000.




Donald J. Rissmiller
Partner, Chief Economist
Strategas Research Partners

Mr. Rissmiller is a founding Partner of Strategas and has been the Firm's Chief Economist since 2006, directing its macroeconomic research effort. He oversees Strategas' high-frequency econometric forecasting and thematic economic research. Mr. Rissmiller's research has been consistently recognized by Institutional Investor magazine in their annual survey: he was ranked best up and coming economist in 2008, and was 3rd in their 2009 All-America Independent Research Team survey. He is frequently quoted in the financial press.

Prior to co-founding Strategas in 2006, Mr. Rissmiller was an Economist and Managing Director at International Strategy & Investment (ISI) Group. Before joining ISI, he worked as an economist at the Federal Reserve Bank of New York, where he focused on the analysis of U.S. macroeconomic data and price/wage forecasting models. Mr. Rissmiller earned his bachelors degree magna cum laude in Economics from Harvard.




Philip J. Roth, CMT
Miller Tabak and Co., LLC

Philip J. Roth, a Chartered Market Technician (CMT) joined Miller Tabak + Co., LLC in 2002 as Chief Technical Market Analyst after a long distinguished career at Morgan Stanley. He came to Morgan Stanley through Dean Witter Reynolds which he joined in October, 1989. Philip Roth has been a Wall Street professional since 1966, and worked at E.F. Hutton (from 1979 until 1987) and then, Shearson when it merged with Hutton. Prior to 1979, Roth was a market analyst for Merrill Lynch and for Loeb Rhoades.

A former Director of the New York Society of Security Analysts and Past President and long time Board Member of the Market Technicians Association, Roth was among the first recipients of the Chartered Market Technician designation. He earned a Bachelor's degree in economics from the University of Notre Dame and did graduate work in economics at Rutgers. He is a frequent market commentator in the printed media and on CNBC.

He has been teaching a graduate level course in Technical Analysis in the Graduate School of Business Administration at Fordham University since 2002 and has lectured at Rutgers, Cornell, the University of Richmond, Baruch, Howard, Seton Hall, Ohio State, and Tulane.



Registration Fee
 
Non-Member
$30.00