Fourth Annual Financial Literacy Day:

Understanding Global Markets and Finance

Friday, February 14, 2020

University of South Florida Sarasota-Manatee
Selby Auditorium, 8350 N Tamiami Trail, Sarasota, FL 34243

Agenda

8:00 – 8:30 a.m. | Registration and Coffee

8:30 – 8:45 a.m. | Welcoming Remarks

• David R. Kotok, CIO, Cumberland Advisors and GIC Board Member
• Karen Holbrook, Regional Chancellor, USF Sarasota-Manatee

8:45 – 9:00 a.m. | Update on USF Sarasota-Manatee Financial Education and Bloomberg Terminal

• Eddie Sanchez, Jr., Director, Bloomberg Financial Markets Lab, USF Sarasota-Manatee College of Business

9:00 – 10:15 a.m. | The Bond Market

Examining the categories of debt and the influences on them including budget deficits and larger issues like central bank QE and its impacts on interest rates for this debt

• John Mousseau, President and Chief Executive Officer, and the Director of Fixed Income, Cumberland Advisors on State and local government debt/Munis
• Jay Bryson, Managing Director and Acting Chief Economist, Wells Fargo & Co. on US government debt
• Chris Hartshorn, Ph.D., Chief Commercial Officer, risQ on municipal risk as related to climate change
• Moderator: William Strauss, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago

10:15 – 10:30 a.m. | The Danger of Deficits and Debt and What Can be Done About It

• Senator Kent Conrad, Former Chairman of the Senate Budget Committee

10:30 – 10:45 a.m. | Break

10:45 – 11:45a.m. | Real Time Payments (RTP)