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Hosted by  CFA Tampa Bay

Navigating 2025 with Linda Duessel and Gabriela Santos

Please make plans to join us for a special evening bringing together investment management, financial planning, wealth management, trust and estate professionals and key decision makers throughout our community.


As a leading investment professional, you are tasked with making strategic decisions that maximize your clients’ wealth in an increasingly complex and unpredictable economic environment. Attending this exclusive in-person economic forecast event, featuring renowned experts Linda Duessel of Federated Hermes and Gabriela Santos of JP Morgan, offers you the unique opportunity to gain forward-looking insights directly from two of the most respected voices in global macroeconomics and market strategy.


Learn how both experts are positioning their portfolios in response to changing market dynamics, from interest rate policies to the evolving inflationary landscape. Whether you're managing multi-asset portfolios or focusing on equity, fixed income, or alternative investments, their insights will help refine your strategies for 2025.


5:00 PM - Registration and Networking
6:10 PM - Dinner Service
7:00 PM - Program Begins
8:00 PM - Evening Concludes


Don’t miss out on this opportunity to engage with two of the most sought-after voices in economics and investment strategy. Join us for an enriching experience that will arm you with the knowledge, tools, and connections to stay at the forefront of financial decision-making in 2025.

Thursday, February 27, 2025
5:00 PM - 8:00 PM Eastern Time

Location

Feather Sound Country Club
2201 Feather Sound Dr
Clearwater   FL   33762
(727)573-5666
 
Website for Location
Map for Location



Continue and pay now by credit card, debit card, PayPal account or mailed check


CFA Tampa Bay - Members and Associates - $0

Non-Society Members & CFAI Global Passport- $100

Event Sponsors, Table of 8 - $1,000

Event Sponsors, Half-table of 4 - $500

Speaker Profiles

 


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

As senior equity strategist, Linda Duessel is part of the team responsible for formulating Federated Hermes’ views about various equity market conditions and the firm’s positioning strategies. She is also responsible for articulating the strategy, process, positioning and performance of Federated Hermes’ equity portfolios. Linda has 40 years of investment experience.

Linda has been a regular contributor to CNBC’s “Closing Bell” and other programs. In addition, she has appeared on Fox News “Your World With Neil Cavuto” and Bloomberg Television. Linda has been extensively quoted by Associated Press, The Wall Street Journal and Barron’s and has been featured in the annual roundtables for USA Today and Smart Money Magazine. In addition to her media appearances, Linda offers timely value add seminars for both advisors and clients on topics ranging from AI to Behavioral Finance.

Linda earned her master’s degree from Carnegie Mellon University and bachelor’s degree from Wharton School of the University of Pennsylvania. She is a CFA® charterholder, CPA and a CFP® professional, and a member of the CFA® Society of Pittsburgh.




Charles H. Kard, CFA, CFP®
Senior Vice President and Chief Investment Officer
Adelphi Trust Company

Charles Kard is Senior Vice President and Chief Investment Officer of Adelphi Trust Company and is our moderator for the evening.

Charles has a 28-year career in portfolio management and has worked with individuals, trusts, not-for-profit organizations, family foundations, and corporate entities. His experience includes securities analysis, portfolio management and relationship management with prominent national and state bank and trust companies.

Charles holds the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designations. He is the past president and current board member of CFA Society Tampa Bay. He is also a member of the Suncoast and Pinellas estate planning councils and serves on an advisory panel for the University of South Florida – Kate Tiedemann School of Business & Finance.

Charles is a native of St. Petersburg, Florida, and has spent his career serving Florida clients, primarily in the Tampa Bay region.




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

Gabriela D. Santos, Managing Director, is the Chief Market Strategist for the Americas on the Global Market Insights Strategy Team at J.P. Morgan Asset Management. In this role, Gabriela provides valuable insight and perspective on the global economy and markets to institutional and retail clients across the Americas. Gabriela’s research focuses on emerging markets, especially China. She is responsible for the development of the Guide to the Markets, Guide to China and Guide to the Markets – Latin America, amongst other publications.

Gabriela is also a frequent guest on CNBC, Bloomberg, and other financial news outlets and is often quoted in the financial press.

Prior to joining J.P. Morgan in 2012, Gabriela worked at HSBC’s Private Bank, stationed in Singapore, Switzerland and Mexico. She held various roles including banker, structured products trader and business manager.

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 English, Portuguese, Spanish and French.



Registration Fee
Member
No Charge
 
Non-Member
$100.00

Event ID  260