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Financial Markets Forecast 2012


Douglas A. Kass, Louise Purtle, Dr. Beth Ann Bovino, Phil Roth, CMT, & Vinny Catalano

Start Time

1/18/2012 5:00 PM

End Time

1/18/2012 8:30 PM

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Location Info

Boca Country​ Club
17751 Boca Club Blvd
Boca Raton, FL 33487

Event Description

Financial Markets Forecast 2012

On January 18, 2012, we will gather a group of experts to discuss the markets and the economy at the CFA Society of South Florida's Annual “Market Forecast” dinner. Philip J. Roth, CMT will be speaking by phone with his outlook just before the full panel begins.


Philip J Roth, a Chartered Market Technician (CMT) joined Miller Tabak + Co., LLC in 2002 as Chief Technical Market Analyst after a long distinguished career at Morgan Stanley. He came to Morgan Stanley through Dean Witter Reynolds which he joined in October, 1989. Philip Roth has been a Wall Street professional since 1966, and worked at E.F. Hutton (from 1979 until 1987) and then, Shearson when it merged with Hutton. Prior to 1979, Roth was a market analyst for Merrill Lynch and for Loeb Rhoades. A former Director of the New York Society of Security Analysts and Past President and long time Board Member of the Market Technicians Association, Roth was among the first recipients of the Chartered Market Technician designation. He earned a Bachelor's degree in economics from the University of Notre Dame and did graduate work in economics at Rutgers. He is a frequent market commentator in the printed media and on CNBC. Additionally, he has been teaching a graduate level course in Technical Analysis in the Graduate School of Business Administration at Fordham University since 2002 and has lectured at Rutgers, Cornell, the University of Richmond, Baruch, Howard, Seton Hall, Ohio State, and Tulane.

Douglas A. Kass 
is the president and founder of Seabreeze Partners Management Inc. Until 1996, he was senior portfolio manager at Omega Advisors, a $6 billion investment partnership. Before that he was executive senior vice president and director of institutional equities of First Albany Corporation and JW Charles/CSG. He also was a General Partner of Glickenhaus & Co., and held various positions with Putnam Management and Kidder, Peabody. Kass received his bachelor's from Alfred University, and received a master's of business administration in finance from the University of Pennsylvania's Wharton School in 1972. He co-authored "Citibank: The Ralph Nader Report" with Nader and the Center for the Study of Responsive Law and currently serves as a guest host on CNBC's "Squawk Box."

In a career spanning 25 years and several countries, Louise Purtle has developed a range of skills that give her a unique perspective on global credit strategy and ideally equip her for her role as CreditSights' Chief Strategist. Louise joined the firm in 2002. Previously she was a Director and Head of U.S. Credit Strategy at Deutsche Bank where she was responsible for the formulation of the bank's macro credit strategy and the marketing of this platform to a global client base. She joined in 1993 in Australia as a specialist in the area of inflation indexed fixed income securities, and then moved to the United States in 1995. After a three-year stint as a senior fixed income salesperson for global government fixed income product she moved into the corporate arena in 1998 specializing first in the newly developing European market and then assuming the mantle of U.S. Credit Strategist in 2000. Prior to joining Deutsche, Louise spent 10 years at Macquarie Bank in Australia where she gained exposure to a broad range of markets including foreign exchange, bullion and commodities, fixed income, derivatives and funds management. Louise received a Master of Business Administration from Columbia Business School in 1999. She is a popular presenter on the institutional speaker circuit and has frequently authored articles for financial markets periodicals. Louise writes the "No Strings Attached" columns for Credit and U.S. Credit and the "Credit Conscience" column for Credit Wrap. 

Dr. Beth Ann Bovino is a senior economist at Standard & Poor’s, based in New York. In this position, she works with David Wyss, the chief economist, on S&P’s economic forecasts and publications, and co-authors the weekly Financial Notes and Weekly Economics Call. Beth Ann has created Industry Drivers reports for analyst research. She is quoted regularly in the press and has appeared on many major television programs. Further, she has written many articles for popular and professional publications. Beth Ann holds a PhD in Economics from Columbia University, a Master's in International and Development Economics from Yale University, and a BS in Economics from the Wharton School at the University of Pennsylvania.​

Moderated by:

Vinny Catalano
President, Chief Investment Strategist
Blue Marble Research

Vinny Catalano, CFA, is president and global investment strategist for Blue Marble Research, past president of the New York Society of Security Analysts, and author of “Sectors and Styles: A New Approach to Outperforming the Market” (Wiley, 2006)

Don't miss this once a year chance to listen to in-depth commentary and interact with some of the best minds on Wall Street and with many leading South Florida financial professionals!

Seating is Limited - Register early for this exciting lineup!

Register and pay today to ensure your spot! Or, buy a whole table ($400, seats 10) and bring your clients/co-workers! Reservations for preferred table seating include:

  1. Priority table placement (front and center, in order of purchase)
  2. Acknowledgment in the program and at the event
  3. By preference, in order of purchase and by request, the opportunity to have a panelist, or the moderator, sit at your table (utilizing one of your 10 seats) 

Email [email protected] to reserve your table today! Seating is Limited - Register early for this exciting lineup!

​Earn 1 Hour of PD Credit For This Event! 

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All Day Event





1/18/2012 8:30 PM



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Approval Status Approved


Content Type: MyCFA Calendar
Created at 3/12/2016 11:29 PM by Ursula Auger
Last modified at 7/17/2016 9:36 PM by Ursula Auger