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Hosted by CFA Tampa Bay

Forecast 2018

Helping Investors Make Informed Decisions
CFA Society Tampa Bay will again be hosting a leading independent forum on major economic, geo political and financial market matters. Each year we invite you to hear from our distinguished panel of speakers who discuss the outlook for growth, inflation and policy in the year ahead.

This event has a history of providing great insight and for generating interesting conversations. Please join us for cocktails, a delicious meal and a fun, content-driven panel with talented financial professionals.

About the Evening
Join us for cocktails followed by a delicious meal with wine service. The highlight of the evening is our content-driven panel with talented financial professionals. Ben Padilla will be our moderator for the evening. Plus, you will have the opportunity to ask questions of our panelist!

Who Should Attend
Business and financial executives who require insight into the economic outlook and wish to strengthen their understanding of the key trends, uncertainties and strategic implications, should attend.

Connect with colleagues and prepare for the year ahead by attending our annual Economic Forecast Event.

This is one of our most popular meetings throughout the season, so remember to make your reservation early.

Sponsorships are still available. Download brochure.

5:15 pm - Networking and Cash Bar
6:15 pm - Dinner and Program
8:00 pm - Meeting Concludes

Tuesday, February 20, 2018
5:15 PM - 8:00 PM

Location

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



Pay now at our secure PayPal payment area where you can pay by credit card, debit card or PayPal account


Non-CFA Members - $75

University Students - $50

Gold Sponsor - $1000 (table of 8)

Silver Sponsor - $500 (4 seats)

Speaker Profiles

 


Robert C. Doll, CFA
Managing Director, Senior Portfolio Manager, Chief Equity Strategist
Nuveen Asset Management, LLC

Bob Doll is a senior portfolio manager and chief equity strategist at Nuveen Asset Management. Bob manages seven portfolios, including large caps and alternatives. He is a highly-respected authority on the equities markets among investors, advisors and the media. As the author of widely-followed weekly commentaries and annual market predictions, Bob provides ongoing, timely market perspectives.

Prior to joining Nuveen Asset Management, Bob held similar roles at other large asset management firms, including serving as chief equity strategist at BlackRock, president and chief investment officer of Merrill Lynch Investment Managers and chief investment officer of Oppenheimer Funds, Inc. He has 37 years of portfolio management experience, received a B.S. in accounting and a B.A. in economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and holds the Chartered Financial Analyst designation from the CFA Institute

Bob appears regularly on CNBC, Bloomberg TV and Fox Business News discussing the economy and markets. He has also been quoted in major business publications such as The Wall Street Journal, Barron’s and Financial Times.




Gabriela D. Santos
Global Market Strategist
J.P. Morgan Asset Management

Gabriela D. Santos, Vice President, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. In this role, Gabriela is responsible for delivering timely market and economic insights to institutional and retail clients across Latin America and the U.S. In addition, Gabriela conducts research on the global economy and capital markets and is responsible for the development of the flagship quarterly Guide to the Markets – Brazil and other publications. Since joining the team, Gabriela has played an instrumental role in the expansion of the Market Insights program in Latin America.

Prior to joining J.P. Morgan in 2012, Gabriela worked at HSBC’s Private Bank for three years, stationed in Singapore, Switzerland and Mexico. In her role as a banker in Singapore, Gabriela provided strategic advice to High Net Worth European clients on managing their personal and family wealth. Previously, she was a trader on the structured products trading desk in Geneva, Switzerland and helped launch a credit platform in Mexico City, Mexico.

Gabriela graduated summa cum laude from the University of Pennsylvania with a Bachelor of Arts degree in Philosophy, Political Science, and Economics, as well as French. She is fluent in Portuguese, English and French and proficient in Spanish.



Registration Fee
Member
No Charge
 
Non-Member
$75.00

Event ID  148