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Hosted by CFA Tampa Bay

Forecast 2020

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. Jennifer Garbowicz, CFA, CIPM 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

Thursday, February 20, 2020
5:15 PM - 8:00 PM

Location

Feather Sound Country Club
2201 Feather Sound Dr
Ballroom B
Clearwater   FL   33762
 
Website for Location
Map for Location




Speaker Profiles

 


Samantha Azzarello
Global Market Strategist
J.P. Morgan Asset Management

Samantha Azzarello, Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. In this role, Samantha develops and communicates timely market and economic insights to retail and institutional clients across the U.S.

Samantha joined J.P. Morgan in 2015. Before she joined the firm, Samantha worked at Bank of America Merrill Lynch Wealth Management as a multi-asset investment strategist within the Chief Investment Office. She was involved in formulating and communicating the firm’s economic and market outlook as well as asset allocation views.

Samantha also worked at CME Group as an economist, where she conducted research and analyzed global economic developments that impacted the company’s business. She has published articles in the Review of Financial Economics and Journal of Investing.

Samantha earned a master’s degree in Economics from New York University with a concentration in Econometrics. She received a bachelor’s degree in Economics from the University of Toronto. Samantha holds series 7 and 66 licenses.




Linda Duessel, CFA, CPA, CFP®
Senior Vice President, Senior Equity Strategist
Federated Investors

As Senior Equity Strategist, she works as part of the team responsible for formulating Federated's views about various equity market conditions and the firm's positioning strategies. In addition, she is responsible for articulating the strategy, process, positioning and performance of Federated's equity portfolios.




Jennifer R. Garbowicz, CFA, CIPM
Senior Vice President
Bank of America Private Bank



Mary Ellen Stanek, CFA
Managing Director, Chief Investment Officer
Baird

Mary Ellen has over 40 years of investment experience managing a broad range of fixed income portfolios. She is responsible for the formulation of fixed income strategy as well as the development and implementation of all fixed income asset management services. Mary Ellen serves on the board of Baird Financial Group, as President of the Baird Funds and is chair of the Baird Diversity Steering Committee. Mary Ellen obtained her undergraduate degree from Marquette University and her MBA from the University of Wisconsin-Milwaukee. She received the Chartered Financial Analyst designation in 1983. Mary Ellen is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mary Ellen was President and Chief Executive Officer of Firstar Investment Research and Management Company (FIRMCO) and was Director of Fixed Income.