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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



CFA Society Tampa Bay may have photographers and/or videographers at this event. By attending this event, you grant CFA Socity Tampa Bay permission to publish or display photographic or video images of you. Images may be used in any promotional material, publications or other applications.


Become a Forecast Partner

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

Location

Hilton Saint Petersburg Bayfront
333 1st St SE
Saint Petersburg   FL   33701
(727)894-5000
 
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-CFATB Society Member - $75

Gold Partnership - $1,000 10 Available

Silver Partnership - $750 10 Available

Bronze Partnership - $500 10 Available

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

Jennifer Garbowicz is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Based in St. Petersburg and having more than 15 years of wealth management experience, Jennifer leads a team of seasoned professionals who create a strategic approach to understand what is important for clients and help them manage the complexities of wealth with both today’s needs and the needs of future generations in mind. Jennifer and the team are dedicated to providing a range of services unique to each client’s needs and goals. Whether it is providing guidance on wealth transfer strategies, investment management, liquidity event planning, credit structuring, and philanthropy, the team is focused on placing clients’ dreams, goals, and priorities first.

Prior to joining Bank of America Private Bank, Jennifer Garbowicz was a Principal at Sabal Trust Company, working as a portfolio manager with experience managing equities and fixed-income assets for high-net-worth individuals, trusts, and charitable organizations. She was also responsible for client acquisition, served on the Investment Committee, and took the lead on many cross-disciplinary projects. Jennifer’s academic background includes a Bachelor of Arts degree in management from Eckerd College and MBA with a Finance Concentration from the University of Tampa. She holds the Chartered Financial Analyst® designation and is a member of the CFA® Institute, and a graduate of the ABA National Trust School.

Jennifer is passionate about her community and has been involved with many non-profit organizations. She served on the Board of Trustees of St. Anthony's Hospital Foundation and American Stage Theatre Company. Jennifer is Past President of the Board of Directors of CFA® Society Tampa Bay, and was elected by her peers through the CFA® Institute as the Presidents Council Representative for the Southeastern U.S. Region.




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.