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Hosted by CFA Tampa Bay

Forecast 2019

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. Garrett Komiskey, CFA, 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.

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

Wednesday, February 20, 2019
5:15 PM - 8:00 PM

Location

The Westshore Grand
4860 W Kennedy Blvd
Tampa   FL   33609
(813)286-4400
 
Website for Location
Map for Location




Speaker Profiles

 


Colin A. Robertson
Managing Director of Fixed Income
Northern Trust

Colin A. Robertson is an Executive Vice President at Northern Trust in Chicago. Colin is the Managing Director of Fixed Income for Northern Trust Asset Management with responsibility for more than $300 billion in fixed income assets. Colin is responsible for overseeing fixed income investments for individual and institutional investment management accounts at Northern Trust as well as for Northern Funds and Northern Institutional Funds. Through his leadership managing interest-rate sensitive and credit-sensitive fixed income portfolios, Northern Trust has built a world-class fixed income team, investment process and products.

Prior to joining Northern Trust as a Senior Vice President in July 1999, Colin worked for Mellon Financial Corporation where he was the Chief Investment Officer of securities lending cash reinvestment. At the same time, Colin was a senior manager representing investment activities for Mellon Capital Management and The Boston Company. Prior to Mellon Financial, Colin managed short/intermediate portfolios and funds for Harris Investment Management. In addition, he has 7 years of experience as a sell-side trader of mortgages, Treasuries, asset-backed, corporate, agency and various other fixed-income asset types across the entire yield curve spectrum.

Colin is a board member and trustee of the LaGrange, Illinois Firemen's Pension Fund, and a board member and vice president of the LaGrange, Illinois Policemen's Pension Fund.  In addition, Colin is a board member of the American Bankers Association Investment Advisory Committee.

Colin received a B.S. in business from Indiana University and an MBA in finance/international management from the Kellogg Graduate School at Northwestern University.




Sam Stovall, CFP®
Chief Investment Strategies of U.S. Equity Strategy
CFRA

Sam Stovall is Chief Investment Strategist of U.S. Equity Strategy at CFRA. He serves as analyst, publisher and communicator of S&P’s outlooks for the economy, market, and sectors. Sam is the Chairman of the S&P Investment Policy Committee, where he focuses on market history and valuations, as well as industry momentum strategies. He is the author of The Standard & Poor’s Guide to Sector Investing and The Seven Rules of Wall Street. In addition, Sam writes a weekly investment piece, featured on S&P Global Market Intelligence’s MarketScope Advisor platform and his work is also found in the flagship weekly newsletter The Outlook.

Prior to joining S&P Global in 1989 and CFRA in 2016, Sam served as Editor In Chief at Argus Research, an independent investment research firm in New York City.

Sam holds an MBA in Finance from New York University and a B.A. in History/Education from Muhlenberg College, in Allentown, PA. He is a CFP® certificant and is a Trustee of the Securities Industry Institute®, the executive development program held annually at The Wharton School of The University of Pennsylvania.



Registration Fee
Member
No Charge
 
Non-Member
$75.00

Event ID  158