CFA Society Naples Annual Forecast Dinner
February 8, 2018
5:30 PM Registration & Cocktails | 6:30 PM Dinner & Presentation
Naples Grande Beach Resort
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
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.
Jeffrey Diermeier, CFA
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.
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.
Gina Martin Adams, CFA, CMT
Chief U.S. Equity Strategist
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.
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.
Thank you to our Reception sponsor.
Thank you to our Diamond sponsors.
Thank you to our Platinum sponsor.
Additional thanks to our Gold sponsors.
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