Financial Literacy Day

Mar 30, 2017

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Cumberland Advisors and the University of South Florida Sarasota-Manatee are proud to invite you to our Financial Literacy Day being held on March 30, 2017. This event will feature panel discussions by experts on:

  • Fiduciary/Trustee Roles and Responsibilities
  • Women’s Financial Issues
  • Investment Options/Outlook for Investors and Financial Markets
  • The Global Economic Outlook

The keynote remarks will be given by William C. Dudley, President and CEO of the Federal Reserve Bank of New York.


Schedule of Events



 Tickets


Speakers:

  • David Kotok, Chairman & CIO, Cumberland Advisors
  • David BersonSenior Vice President and Chief Economist, Nationwide Mutual
  • Tracy CollinsAssistant Professor of Economics, New College of Florida
  • Ray Dillon, President & CEO, Deltic Timber Corporation (Retired)
  • Michael DruryChief Economist, McVean Trading & Investments, LLC.
  • Megan Greene, Managing Director and Chief Economist, Manulife Asset Management
  • Ramiro Lopez Larroy, Partner & Director, Integras Capital
  • Cheryl Loeffler, Realtor & Former Chairman Board of Trustees of Ringling College of Art & Design
  • Dr. Laura MattiaFinancial Planning Program Director, University of South Florida
  • Dr. Michael McNivenManaging Director & Portfolio Manager, Cumberland Advisors
  • John Mousseau, Executive Vice President and Director of Fixed Income, Cumberland Advisors
  • David RosenbergChief Economist & Strategist, Gluskin Sheff & Associates, Inc. (Toronto, Canada)
  • Kim Walker, Attorney specializing in Labor & Employment, Williams Parker

Moderators: 

  • Kathleen Hayes, Bloomberg
  • Michael McKeeBloomberg
  • Gary Russell, VP Academic Affairs, State College of Florida

Dedication of the
David Kotok/Cumberland Advisors Financial Information Laboratory

The day will also feature the dedication of the new David Kotok/Cumberland Advisors Financial Information Laboratory equipped with Bloomberg Professional Services. This new Lab will provide access to the same data and analysis used by financial experts and managers around the world to students across the Sarasota-Manatee region. David Kotok and Cumberland Advisors were recently featured in the October 2016 edition of SCENE Magazine (pg. 50 – 51), explaining the importance of having these terminals accessible to financial professionals and students in the Sarasota-Manatee area.