CFA Society Naples

A Member of the CFA Institute Global Network of Societies

​​​​​​​​​CFA Society Naples Annual Forecast Dinner

February 8, 2018

 5:30 PM Registration & Cocktails  | 6:30 PM Dinner & Presentation
Naples Grande Beach Resort
Naples, Florida
 Members: $85 | Non-Members: $100 | Table of 8: $750
Includes valet parking, one drink ticket for the bar, live music by The Woodwork, and a three-course dinner served during the presentation.

Naples Grande Beach Resort

Register Now!

 

Please join us on Thursday, February 8, 2018 at the Naples Grande Beach Resort in Naples, FL for our most anticipated event of the membership year, our 2018 Annual Forecast Dinner. The evening will commence with a networking reception including live music by indie-jazz quartet The Woodwork.  Dinner will be served over a lively discussion on the state of the economy and financial markets and led by our panel of industry experts including Mr. Brian C. Rogers, CFA, CIC, Chairman of the Board for T. Rowe Price Group; Ms. Gina Martin Adams, CFA, CMT, Chief Equity Strategist for Bloomberg Intelligence; and Mr. Stuart Hoffman, Senior Economic Advisor for PNC Financial Services Group. We welcome back Mr. Jeff Diermeier, CFA, Independent Director at Janus Henderson Investors, as the panel moderator.

 

Moderator

Sonders Hi Res.jpg 
 
Jeffrey Diermeier, CFA
Independent Director 
Janus Henderson Investors

Mr. Diermeier has had a long career working in the investment management industry.  Currently he is an independent director at Janus Henderson Investors where he also serves as Chair of the Audit Committee. 

Most recently he was Chair of the Financial Accounting Foundation which is responsible for overseeing the Financial Accounting Standards Board (FASB) and the Government Accounting Standards Board (GASB). 

He is the former president and chief executive officer of the Chartered Financial Analyst (CFA) Institute, a role in which he served from 2005 until his retirement in 2008. He also served on the CFA Institute's Board of Governors from 2002 to 2008.

Previously, Mr. Diermeier was global chief investment officer at UBS Global Asset Management, a position he held from 2000 to 2004. In that role, he oversaw the management of more than $400 billion in assets, covering asset allocation, equities, fixed income, real estate, and currencies. Mr. Diermeier was with UBS and its predecessors, primarily Brinson Partners Inc., since joining the former First National Bank of Chicago as an equity analyst in 1975. In his almost 30 years, he served as head of asset allocation, head of the U.S. equity division, and deputy chief investment officer and co-head of global equity.

Mr. Diermeier serves on the boards of Adams Street Partners (a private investment management organization) and the University of Wisconsin Foundation (where he previously chaired the Investment Committee). He is the founder of Diermeier Family Foundation and serves on several boards supporting disadvantaged youth. He previously served as a member of the SEC Advisory Committee on Improvements to Financial Reporting.

Mr. Diermeier has a B.B.A and M.B.A both from the University of Wisconsin at Madison. He is a chartered financial analyst.

 

 Panelists
Kalish.jpg
 
Brian C. Rogers, CFA, CIC
Chairman of the Board 
T. Rowe Price Group
 

Brian C. Rogers is Chairman of the Board of T. Rowe Price Group.  Brian has 37 years investment experience, 34 of which have been at T. Rowe Price.

Mr. Rogers is a member of the Johns Hopkins Medicine Boards of Trustees, and its Executive Committee. He is a director of United Technologies Corporation, Harvard Management Company and the Brookings Institution. Brian is also a member of the Maryland Economic Development Commission and chairman of the Archdiocese of Baltimore's finance committee. In addition, he is the past chairman and current board member of the Greater Baltimore Committee. He is a director of United Technologies Corporation and Harvard Management Company.

Mr. Rogers earned an A.B. in Economics from Harvard University and an M.B.A. in Finance from Harvard Business School. He is accredited as a Chartered Financial Analyst and as a Chartered Investment Counselor.


 

 JeffDiermeier.png

Gina Martin Adams, CFA, CMT
Chief U.S. Equity Strategist 
Bloomberg Intelligence

 

Gina Martin Adams, CFA, CMT, is the Chief U.S. Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI <GO>. 

Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She frequently presents her views at industry conferences, professional associations and investment organizations, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors' All-America Research survey.

Prior to joining Bloomberg, she was the head of U.S. Equity Strategy for Wells Fargo Securities, where she provided analysis and investment allocation recommendations for Wells Fargo Securities' institutional clients.Previously, she was an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.

Mrs. Adams has a bachelor's of science degree in business administration with concentrations in Finance and Marketing from the University of Florida. She holds the Chartered Financial Analyst and Chartered Market Technician designations, and is a member of the CFA Institute, the New York Society of Security Analysts, the Market Technicians Association, the American Association of Professional Technical Analysts, the Financial Women's Association, and 100 Women in Hedge Funds.

 

 

 JeffDiermeier.png

Stuart G. Hoffman
Senior Economic Advisor
The PNC Financial Services Group

 

Stuart G. Hoffman is senior economic advisor for The PNC Financial Services Group. In this role, Hoffman works with PNC clients to provide expert analysis and forecasts for national, regional and global economic and financial trends.  

Prior to being named to his new role in April 2017, he served as PNC's chief economist and was principal spokesperson on all economic issues. Hoffman has been recognized as one of the most accurate economic and interest rate forecasters in the prestigious Wall Street Journal economic survey covering the 1988 to 2016period.

Hoffman joined PNC in 1980 after a six-year tenure with the Federal Reserve Bank of Atlanta. He became vice president and senior economist for PNC in 1987 and was elected senior vice president and chief economist in 1991.

He has been frequently quoted in The Wall Street Journal, The New York Times, Financial Times and Barron's. He was a regular guest on CNBC and Bloomberg TV. In addition, he was regularly interviewed by the Associated Press, Reuter's news wire services and NPR.

Hoffman is past president and lifetime member of the American Bankers Economic Advisory Committee, which meets regularly with the Federal Reserve Board of Governors chaired by Janet Yellen. He also serves on the board of directors of The Economic Club of Pittsburgh, the local chapter of National Association for Business Economics (NABE), and VisitPITTSBURGH. Hoffman is a member of the University of Cincinnati Foundation board of trustees.

Hoffman is a 1971 graduate of Pennsylvania State University. He received a master's degree in 1973 and a doctorate degree in economics in 1975, both from the University of Cincinnati, where he was a Charles Phelps Taft Memorial Fellow. In 2004, the University of Cincinnati honored him as a Distinguished Alumnus and in 2011 presented him with The Carl Lindner Award for Outstanding Business Achievement.

A special thank you to our Diamond Sponsor for their generous support!

Additional sponsorship opportunities available. Please click here or contact admin@cfanaples.org for more information.

 

      

​    ​ 

 

 ‭(Hidden)‬ Older 2017 Details

​​​​​​​​​2017 Annual Forecast Dinner

January 12, 2017

Naples Grande Beach Resort

Sonders Hi Res.jpg
 
Liz Ann Sonders
Chief Investment Strategist, Charles Schwab & Co., Inc. 

​​​As Chief Investment Strategist at Charles Schwab, Liz Ann has a range of investment strategy responsibilities reaching from market and economic analysis to investor education, all focused on the individual investor. She analyzes and interprets the economy and markets on behalf of Schwab's clients. The output of Liz Ann's work is via written reports, audio and video recordings, conference calls, and webcasts. She is a regular contributor to Schwab's publications and the keynote speaker at many of the company's corporate and client events. She is also a keynote speaker at many outside conferences, including for Barron's, NYSSA, FPA, CFA Institutes, Morningstar and IMCA. Liz Ann is also a Senior Vice President and member of the Investment Committee at Windhaven Investment Management, Inc., which oversees Windhaven's research initiatives and investment decisions.* 

In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a Managing Director and member of its Investment Policy Committee. Before U.S. Trust, Liz Ann was a Managing Director and Senior Portfolio Manager at Avatar Associates (1986-1999), an original division of the Zweig/Avatar Group. She is a regular guest and guest host on many CNBC programs, as well as on Fox Business News, Nightly Business Report, Bloomberg TV & Radio, CNN, Wall Street Week, PBS NewsHour, Yahoo! Finance and TheStreet.com. She was a regular panelist and guest host on PBS's original Wall $treet Week With Louis Rukeyser. Liz Ann is also regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron's, Financial Times, Market Watch and Associated Press articles.

Liz Ann has been named one of SmartMoney's "Power 30," their list of the most influential people on Wall Street; the best strategist of the year by Kiplinger's; one of the "25 Most Powerful Women in Finance" by American Banker/US Banker; and one of the "50 Top Women in Wealth" by Wealth Manager/AdvisorOne. Most recently, she was named to the "IA 25" by Investment Advisor, their list of the 25 most important people in and around the financial advisory profession.

In 2005, Liz Ann was appointed to and served on the President's Advisory Panel on Federal Tax Reform, President Bush's bi-partisan tax reform commission. From 2007 through 2013 Liz Ann served on the national board of directors for the Make-A-Wish Foundation of America; and now serves on its CT Chapter's board. In 2008 Liz Ann was honored by the Girl Scouts of New York as an "Exceptional Role Model for Young Women."

Liz Ann received her B.A. in economics and political science from the University of Delaware, and has served on its Investment Visiting Committee since 2000. In 2013 Liz Ann was inducted onto the University's "Alumni Wall of Fame" alongside Vice President Joe Biden and New Jersey Governor Chris Christie; and gave the Winter Commencement Address in 2014 for which she received an honorary doctorate degree. She received her M.B.A. in finance from Fordham University's Gabelli School of Business.​


 
Kalish.jpg
 

 
Joseph Kalish 
Chief Global Macro Strategist, Ned Davis Research Group 

Mr. Kalish has been following and studying financial and economic trends for over 30 years. Joe and his team are responsible for all of the firm's bond and economic analysis. The Macro team assists the firm's equity strategists by identifying relevant economic trends and fundamental themes and providing historical market perspectives. They collaborate with the Global Strategy team and provide economic analysis through global and regional commentary. They also work closely with the U.S. Strategy team in helping to formulate the economic outlook for the major sectors of the economy. In recent years, Joe has been particularly focused on credit trends and credit-sensitive sectors of the economy, including residential and commercial real estate, banking, autos, manufacturing and trade, and has written extensively on these topics. Joe was also a portfolio manager and trader for an equity mutual fund for five years. He is a member of the National Association for Business Economics, and is regularly quoted and interviewed by the financial media in the U.S. and internationally. Joe received his Bachelor of Science degree in Information Systems Management cum laude from the University of Maryland and his Master of Business Administration degree in Finance, with distinction, from the Stern School of Business of New York University.
 

Moderator

 JeffDiermeier.png

Jeffrey J. Diermeier, CFA
Director, Janus Capital

​​Mr. Diermeier has had a long career working in the investment management industry.  Currently he is an independent director at Janus Capital Group where he also serves as Chair of the Audit Committee. Most recently he was Chair of the Financial Accounting Foundation which is responsible for overseeing the Financial Accounting Standards Board (FASB) and the Government Accounting Standards Board (GASB). He is the former president and chief executive officer of the Chartered Financial Analyst (CFA) Institute, a role in which he served from 2005 until his retirement in 2008. He also served on the CFA Institute's Board of Governors from 2002 to 2008.Previously, Mr. Diermeier was global chief investment officer at UBS Global Asset Management, a position he held from 2000 to 2004. In that role, he oversaw the management of more than $400 billion in assets, covering asset allocation, equities, fixed income, real estate, and currencies. Mr. Diermeier was with UBS and its predecessors, primarily Brinson Partners Inc., since joining the former First National Bank of Chicago as an equity analyst in 1975. In his almost 30 years, he served as head of asset allocation, head of the U.S. equity division, and deputy chief investment officer and co-head of global equity. Mr. Diermeier serves on the boards of Adams Street Partners (a private investment management organization) and the University of Wisconsin Foundation (where he previously chaired the Investment Committee).  He also chairs the board of the L. B. White Company (a private Midwest industrial company). He previously served as a member of the SEC Advisory Committee on Improvements to Financial Reporting.Mr. Diermeier has a B.B.A and M.B.A both from the University of Wisconsin at Madison. He is a chartered financial analyst.


rs!

      PNC.jpg

 

​​​    ​ Bloomberg.png


MFS Logo.jpg 


  
 

Here are some of the highlights from ​our Annual Forecast Dinners in 2016 and 2017

 Annual Forecast Dinner Photos