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Hosted by  CFA Tampa Bay

Forecast Panel with Vinny Catalano

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Annual Forecast Panel
Vinny Catalano, Moderator

Join us for this annual forecast event.  Our moderator, Vinny Catalano has gathered a panel of experts that will shed light into the trends and themes impacting the hedge fund industry.

Our panelist will include Mary Ann Bartels of Merrill Lynch; Louise Purtle of CreditSights; Richard C. Kang of Emerging Global Advisors; and Daniel V. O'Connell of M&I Investment Management.

As a participant in the CFA Institute Approved-Provider Program, CFA Tampa Bay has determined that this event qualifies for credit under the CFA Institute Professional Development Program. Eligible for 1 credit hour.

Tuesday, February 9, 2010
5:30 PM - 7:30 PM

Location

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


Speakers



Agenda

 


Vincent Catalano, CFA
Blue Marble Research

Mary Ann Bartells
Merrill Lynch

Richard C. Kang
Emerging Global Advisors

Louise Purtle
Founder
ARFIDLife

Daniel V. O'Connell
M&I Investment Management

Feb 9 2010 6:40PM


Economic Forecast Panel




Speaker Profiles

 


Mary Ann Bartells
Merrill Lynch



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.




Richard C. Kang
Emerging Global Advisors



Daniel V. O'Connell
M&I Investment Management



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.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFAI PD
Feb 9, 2010 Economic Forecast Panel Vincent Catalano, CFA Mary Ann Bartells Richard C. Kang Louise Purtle Daniel V. O'Connell 6:40 P 1.00



Registration Fee
Member
Through  February 8 No Charge
 
Non-Member
Through  February 8 $30.00