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Financial Markets Forecast 2017


Doug Kass, Founder and President, Seabreeze Partners; Glenn Reynolds, CEO and Co-Founder, CreditSights; Jeremy Schwartz, Director of Research, Wisdom Tree; and Vinny Catalano moderator

Start Time

1/18/2017 5:00 PM

End Time

1/18/2017 8:30 PM

Global Passport Eligible?



Register Here!​​

​​Pre-Pay with PayPal through 1/17​/17 and save $5! Event Eligible for CFA Institute's Global Passport Program.

Member Price


Non-Member Price


Candidate Price


Location Info

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

Event Description

​​Join us for the CFA Society of South Florida Annual Financial Markets Forecast dinner where our diverse panel of experts will present their economic and financial market outlooks for 2017.

This year's panel will feature:

  • Doug Kass, Founder and President, Seabreeze Partners
  • Glenn Reynolds, CEO and Co-Founder, CreditSights
  • ​​Jeremy Schwartz, CFA Director of Research, Wisdom Tree 

The panel will be moderated by Vinny Catalano, President and Chief Investment Strategist of Blue Marble Research.

Don’t miss this timely opportunity to listen and ask questions as our experts address the major themes that will impact the economy and markets in coming months!

Seating is Limited - Register early for this exciting lineup!

5:00PM - Networking* and Registration
6:00PM - Filet Mignon Dinner**
7:00PM - Panel Discussion

*Includes one complimentary drink
**Alternative available upon advance request
***Free parking; Paid valet available

Earn 1.5 Hours of CE Credit For This Event! 


Doug Kass 

Doug Kass
Founder and President
Seabreeze Partners Management Inc.​

Doug Kass is the president 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."

Glenn Reynolds
CEO and Co-Founder

Glenn Reynolds is the CEO and Co-Founder of CreditSights, a leading independent research provider to the debt and equity markets since 2000. CreditSights has over 115 employees with its main operations in New York, London, and Singapore. Prior to CreditSights, Reynolds served as a Managing Director of Global Credit Research at Deutsche Bank. Prior to Deutsche, he was a Managing Director at Lehman Brothers (1986-1997) serving in such roles as Director of Global Credit Research and Chief Credit Officer. He has supervised analysts across New York, London, Frankfurt, Sydney, Tokyo, Hong Kong, New Delhi, and Singapore. On the buy side, he worked at Prudential Insurance on a range of high yield and high grade portfolios after previously working as a CPA for Deloitte. He has received Institutional Investor All America recognition across a range of categories including corporate strategy, autos, transportation, industrials, and energy and has testified before various Senate and House Committees and the SEC on topics such as Enron, the auto industry restructuring, and rating agency reform. Reynolds was inducted into the Fixed Income Analysts Society Hall of Fame in 2012. He graduated from Harvard College in 1980 with an AB in History and Economics and received an MS in Accounting from NYU in 1981.

Jeremy D. Schwartz, CFA, 
Director of Research
WisdomTree Asset Management, Inc.

Jeremy Schwartz, CFA: As Director of Research, Jeremy is responsible for the WisdomTree equity index construction process and oversees research across the WisdomTree family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper "What Happened to the Original Stocks in the S&P 500?"   Jeremy is a graduate of The Wharton School of the University of Pennsylvania and currently stays involved with Wharton by hosting the Wharton Business Radio program "Behind the Markets" on SiriusXM 111. Jeremy is also a member of the CFA Society of Philadelphia.​



Vinny Catalano
President, Chief Investment Strategist
Blue Marble Research

Vinny Catalano, is president and global investment strategist with Blue Marble Research, a past president of the New York Society of Security Analysts, and author of the investment strategy book “Sectors and Styles” (Wiley, 2006). Vinny is also the managing member of Adriatic Capital Partners, a New York based advisory group focused on the investment opportunities arising in the Adriatic region of central Europe. Vinny appears regularly in the media (Bloomberg TV & Radio,, BNN TV, CNBC, New Delhi TV, CCTV - America), is frequently quoted in various professional publications (Wall Street Journal, Barron's​, Financial Times, Reuters), and is a guest speaker at various major forums. Vinny also produces and conducts timely topical and educational programs with various CFA Societies and other groups, including the highly acclaimed "Market Forecast Series".

Event Type

Society; Educational

Society Category


Education Topic

Economics; Equity Investments

Event Region


CE Credit


SER Credit


Event Terms

On-site registrations are accepted on an exception basis and are payable with credit card only. To cancel, please send an email to​​ with your name, email address and CFA SFL member ID if applicable.
Advance registrations that fail to attend or that fail to cancel prior to 48 hours before the event will be billed at the non-member walk-in rate quoted for the event. If the event is subsidized for both members and non-members, late cancellations and no-shows may be billed at the actual cost per attendee. Cancellations for a full refund must be made at least 48 hours before an event. Registrations cancelled within the last 48 hours prior to an event are not eligible for a refund.

Location Name

Boca Country Club

All Day Event





1/18/2017 8:30 PM



Event Manager Email

Location Address

17751 Boca Club Blvd

Location City

Boca Raton, FL 33487

Event Link


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Event Short Info

Approval Status Approved


Content Type: MyCFA Calendar
Created at 12/30/2016 6:34 AM by 38
Last modified at 5/27/2019 10:02 AM by 38