​​​​​​​​​2017 Annual Forecast Dinner

January 12, 2017

Naples Grande Beach Resort

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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.​


 
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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

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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.


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

 Annual Forecast Dinner Photos

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