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Hosted by  CFA Tampa Bay

Sold Out -- Forecast 2013: The End of "Kick the Can Down the Road?"

It's a Sell Out! We are no longer taking reservations for Forecast 2013!

There is every reason to believe that 2013 will begin a new era for policy makers, business leaders, and investors. Decisions will have to be made as "kick the can down the road" reaches its limits.

Front page stories about fiscal cliffs, the continuing saga known as the Eurozone crisis, and power shifts in China are some of the headlines. But the major trends and themes that will likely impact the economic and investment climate for years to come lie deeper into the economic, geo political, and investment secular trends and themes at work. Understanding these often "hard to quantify" issues will give the more insightful investor a comparative advantage.

On February 12, 2013, Vinny Catalano, CFA returns to moderate a team of experts to explore and explain these and other important issues with a clear goal of helping investors make the most informed decisions possible.

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
6:15 pm - Dinner and Program
8:00 pm - Meeting Concludes

Tuesday, February 12, 2013
5:30 PM - 8:00 PM

Location

Marriott Hotel Westshore
1001 N Westshore Blvd
Tampa   FL   33607
(813)287-2555
FAX    (813)289-5464
Website for Location
Map for Location


Speakers

View Speaker Profiles

Vincent Catalano, CFA
Blue Marble Research
Dinner & Program


Jonathan Mackay
Senior Fixed Income Strategist
Morgan Stanley
Dinner & Program


Tom Tzitzouris
Fixed Income Strategist
Strategas
Dinner & Program


Steven Wieting
Managing Director, Economic and Market Analysis Team
Citigroup
Dinner & Program


Richard Yamarone
Bloomberg
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.




Jonathan Mackay
Senior Fixed Income Strategist
Morgan Stanley

Jonathan Mackay is a senior fixed income strategist for Morgan Stanley. Mr. Mackay focuses on taxable fixed income, where his specialty is credit strategy. In this role, he works closely with economists and other fixed income strategists from both Morgan Stanley and Citigroup to formulate and communicate investment strategy ideas, fixed income asset allocations and portfolio recommendations for clients. He authors a monthly publication called The Credit Report and is a contributor to Basis Points, the GIC Monthly, On the Markets and The Current Outlook.

Mr. Mackay started his career in February of 2000, and has worked as a high yield and high-grade corporate credit strategist and an emerging markets/sovereign strategist. Prior to that, he was an associate at Emerging Markets Securities L.L.C., where he worked on the creation of structured trade credit transactions.

Mr. Mackay graduated from Brown University in 1997.




Tom Tzitzouris
Fixed Income Strategist
Strategas

Mr. Tzitzouris is a Vice President at Strategas, directing the Firm's fixed income research efforts. His work touches on all aspects of broad market fixed income strategy, as well as clients' asset/liability management needs. His focus includes interest rate and credit term structure strategies, callable bond analysis, sector relative value research, and valuation analysis for Treasury, Agency, and high grade corporates. Prior to joining Strategas, Mr. Tzitzouris worked as a senior analyst at Fannie Mae, leading Fannie's independent debt valuation team, and had previously spent time as a debt and derivatives analyst at Freddie Mac. Mr. Tzitzouris began his career as a quantitative research analyst with JPMorgan Asset Management's fixed income group. Mr. Tzitzouris holds an MS in Mathematics from Fairfield University, an MA in Economics from George Mason University, and a BS in Finance from Bryant University.




Steven Wieting
Managing Director, Economic and Market Analysis Team
Citigroup

Steven Wieting is a managing director of Citigroup's Economic & Market Analysis team, responsible for the firm's global economic forecasts and policy analysis. Mr. Wieting, based in New York, serves as the lead economist for the US institutional equities business where he advises the firm's clients globally on macroeconomic issues.

In addition to forecasting and interpreting economic developments, Mr. Wieting's research focuses heavily on financial markets, investment risks and opportunities. He publishes his research in the weekly Portfolio Economics and also contributes to the firm's Comments on Credit and Portfolio Strategist. His quarterly Inside the S&P 500 provides projections of corporate earnings for the S&P 500 and its industry sectors, a macro-driven check on analysts' earnings expectations, and the first report of its kind on Wall Street. Mr. Wieting is also a member of the Morgan Stanley Smith Barney Global Investment Committee Advisory Council.

Prior to joining Smith Barney in 1996, Mr. Wieting was an economics correspondent with Dow Jones, where he followed financial markets, economic forecasts and reported on the views of Federal Reserve policymakers and monetary policy developments. He also served as a contributor to The Wall Street Journal's "Credit Markets" column. Previously, Mr. Wieting worked for the US Department of Commerce.

Mr. Wieting received an M.S. in quantitative economics at Baruch College. He also has acquired credits toward a Ph.D. in economics at the City University Graduate Center




Richard Yamarone
Bloomberg

Mr. Yamarone is an economist who has more than two decades of experience and focuses on monetary and fiscal policy, economic indicators, fixed income, commodities, and general macroeconomic conditions for Bloomberg Brief: Economics, a daily newsletter that features analysis, data and news on the forces shaping the global economy. Yamarone and the Bloomberg Briefs economics team provide in-depth analysis of macroeconomic data, policy and trends and how they will impact financial markets.



Registration Fee
 
Non-Member
$75.00