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Financial Markets Forecast 2011


Maria Fiorini Ramirez, Louise Purtle, Peter McMullin, CFA, Jeff T. Zipper, CFA, CMT, CFP

Start Time

1/19/2011 5:00 PM

End Time

1/19/2011 8:30 PM

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Location Info

Crowne Plaza Hotel
1601 Belvedere Road
West Palm Beach, FL 33406

Event Description

2011: A Dynamically Complex World

Usually the third year of a US President’s term is a relatively tranquil and certain one. The economy is in expansion mode and financial assets are on the rise. Yet, 2011 promises to be anything but tranquil or certain.

Investors are trying hard to make sense of a complex and dynamic set of circumstances where developed economies (US, Europe, and Japan) are experiencing below potential growth and extremely low inflation at the same time emerging economies are trying to cope with economic and inflationary overheating.

In the US, the Federal Reserve Bank has stepped into the economic breach and is attempting to enable the economy to achieve an escape velocity from governmental support (and thereby avoid a Japan style deflationary trap) by providing more governmental support in the form of quantitative easing. In the process, the US Fed’s monetary actions have raised concerns among virtually all countries – high and low growth – with threats of capital controls and currency wars. At the same time, fiscal policy is in retreat (federal, state, and local) made all the more rigid by the midterm election outcomes.

Despite the complexity, US corporations are back to record earnings levels by taking advantage of global growth opportunities and improved resource management. And so are many of the world’s stock markets.

On January 19, 2011, we will gather a group of experts to help sort out these and other important issues at the CFA Society of South Florida's Annual “Market Forecast” dinner. 


Maria Fiorini Ramirez Maria Fiorini Ramirez is President & Chief Executive Officer of Maria Fiorini Ramirez, Inc., (MFR) an independent global economic and financial consulting firm formed in August 1992. Her firm is highly regarded for its consistently accurate, unbiased analysis of economic trends and other issues that affect markets and investment decisions. Maria is a frequent speaker at U.S. and international forums and is a regular guest on various media outlets. Before starting her own firm, Maria’s career in the financial services industry included positions at American Express International Banking Corporation, Merrill Lynch, and Drexel Burnham Lambert. MFR Securities, Inc., is MFR’s Broker-Dealer subsidiary, operating as an institutional brokerage firm specializing in taxable and municipal securities, with offices in New York, Miami and San Francisco. Maria has utilized her economic and financial expertise to great advantage as a Director of a diverse group of corporations and not-for-profit organizations.

Louise Purtle 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.

​​​ Peter McMullin Peter McMullin, CFA, Chief Equity Strategist, Blue Shores Division, IPC, has been involved in equity research and sales throughout his career and has worked as an analyst, Director of Research (3 times, including Dominion Securities, Canada's largest broker/dealer) and an institutional broker with supervisory capacity. Peter has received several awards in recognition of his stock picking abilities. Over time, he has supervised analysts covering a wide variety of fields, including consumer discretionary, energy, mines and metals, healthcare, big cap pharma, technologies and telecom. In addition, Peter co-founded two broker-dealers in south Florida– Gulf Stream Financial, a subsidiary of Kemper and Southeast Research Partners. Peter has served as an inside director and outside director of private and public firms.
Jeff T. Zipper, CFA, CMT, CFP
Jeff T. Zipper, CFA, CMT, CFP
is Senior Vice President / Senior Investment Advisor at PNC Wealth Management in Palm Beach, FL. Prior to joining PNC he served as Senior Portfolio Manager at SunTrust Personal Asset Management, where he managed the mid cap growth equity product achieving consistent outperformance using both technical and fundamental analysis. He has also worked at other major financial institutions such as FleetBoston and PaineWebber throughout his career. Mr. Zipper was recently interviewed by the South Florida Business Journal regarding the financial markets and had articles published in the past on various investment topics. He is the winner of the 2008 Strategas Research Partners Institutional Stock Contest. Mr. Zipper holds an MBA from Suffolk University in Boston and a BA from University at Albany, in addition to holding the following professional designations: Chartered Financial Analyst (CFA), Chartered Market Technician (CMT), Certified Financial Planner (CFP). He is a former board member of the CFA Society South Florida and current chair of the Market Technicians Association South Florida Chapter.

Don't miss this once yearly, in-depth opportunity to hear 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 ($500, 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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1/19/2011 8:30 PM



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Content Type: MyCFA Calendar
Created at 3/12/2016 11:34 PM by Ursula Auger
Last modified at 7/24/2016 5:06 PM by Ursula Auger