• This event has passed.

Financial Literacy Day

Mar 30, 2017

Event Navigation

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.

USF Sarasota-Manatee at the Selby Auditorium
8350 N. Tamiami Trail
Sarasota, FL 34243

Parking Information:
Please use the parking lots on the south side of Seagate Drive. You will not need a parking permit if you’re attending this event.

Schedule of Events



  • David Kotok, Chairman & CIO, Cumberland Advisors
  • David BersonSenior Vice President and Chief Economist, Nationwide Mutual
  • Michael ChrisztVice President & Public Affairs Officer, Federal Reserve Bank of Atlanta
  • Tracy CollinsAssistant Professor of Economics, New College of Florida
  • Neal D. ColtonFormer Shareholder (retired), Cozen O’Connor (Philadelphia, PA) 
  • 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
  • Edward F. Keon, Jr.Managing Director and Portfolio Manager, QMA 
  • Kozo KoideChief Economist, Asset Management One Co. Ltd. (Japan)
  • Ramiro Lopez Larroy, Partner & Director, Integras Capital
  • Cheryl LoefflerRealtor & Former Chairman Board of Trustees of Ringling College of Art & Design
  • Laura Mattia PhD., CFP ®Financial Planning Program Director, University of South Florida
  • Michael McNiven, PhD., Managing Director & Portfolio Manager, Cumberland Advisors
  • John Mousseau, CFA, Executive Vice President and Director of Fixed Income, Cumberland Advisors
  • Dr. Donal O’SheaPresident & Professor of Mathematics – Natural Sciences, New College of Florida
  • Kimberly Walker, Attorney specializing in Labor & Employment, Williams Parker


  • Judy Hangartner, CPAAssistant Professor, State College of Florida
  • Alison GardnerFirst Vice President — Wealth Management, Morgan Stanley
  • Michael McKee, Radio Host and Economic Editor for Bloomberg Television
  • Janet SperlingSenior Vice President, Investments, WMS, Raymond James (Sarasota, FL)

Live Stream

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 services accessible to financial professionals and students in the Sarasota-Manatee area.