Join the Global Interdependence Center on Friday, March 20, 2020 for a program on energy policy. Held in partnership with Cumberland Advisors, the University of South Florida Sarasota-Manatee campus, and with support from the Alliance for Market Solutions and First Trust, in Sarasota, FL. This half-day conference will explore investing in energy, policy approaches to climate change, and energy’s affect on Fed policy, featuring Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence LLC, and other speakers.

Agenda

8:15 a.m. | Registration

8:45 a.m. | Welcome

• David Kotok, CIO, Cumberland Advisors and GIC Board Member

9:00 – 10:30 a.m. | Session I – Investing in Energy

• James Murchie, President, CEO and Co-Portfolio Manager, EIP
• Matt McAleer, Executive Vice President and Director of Equity Strategies, Cumberland Advisors: Market Strategies for Energy Related Investments
• Patty Healy, Senior Vice President of Research, Cumberland Advisors: Credit Issues Impacted by the Energy Complex
• Moderator: Judy Schwartzbaum, Senior Partner of the Schwartzbaum Urfer Group, Morgan Stanley

10:30 a.m. | Break

10:45 – 11:15 a.m. | Energy Sector and Federal Reserve: Oil Prices, Energy and How Does Energy Affect Fed Policy

• Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence LLC

11:15 a.m. – 12:15 p.m. | Session II – Governmental Affairs

• Samuel Rines, Chief Economist, Avalon Advisors: Energy Policy: Three State Comparison: California, Texas & Florida
• Jim Lucier, Capital Alpha Partners: Energy Policy: National Perspective
• Moderator: Casey Welch, Director of the Institute for Public Policy and Leadership at the USF Sarasota-Manatee campus

12:15 – 1:15 p.m. | Lunch

1:15 – 2:30 p.m. | Session III – Policy Approaches to Climate Change

• Gwen Graham, Former Congresswoman, 2nd District of Florida
• Carlos Curbelo, Former Congressman, 26th District of Florida
• Jim Slutz, Director of Study Operations, National Petroleum Council
• Moderator: Alex Flint, Executive Director, Alliance for Market Solutions

2:30 p.m. | Conclusion

• David Kotok, CIO, Cumberland Advisors and GIC Board Member

Event Location