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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 - $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, 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.



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.
Event ID  260