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Title

Financial Markets Forecast 2019

Speaker(s)/Highlights

​Philip Camporeale, managing director, JP Morgan; Doug Kass, Founder and President, Seabreeze Partners; Vincent Randazzo, CMT, Senior Market Analyst, Lowry Research; and Moderator Vinny Catalano, CFA, Chief Investment Officer, Redmount Capital Partners

Start Time

1/16/2019 5:00 PM

End Time

1/16/2019 8:00 PM

Global Passport Eligible?

Yes

Registration

​​Pre-Pay through 1/14​/19 and save $5! Event Eligible for CFA Institute's Global Passport Program.

Member Price

$30

Non-Member Price

$55

Candidate Price

$55

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 2019.

This year's panel will feature:

  • ​Philip Camporeale, managing director, JP Morgan
  • Doug Kass, Founder and President, Seabreeze Partners
  • Vincent Randazzo, CMT, Senior Market Analyst, Lowry Research
  • Moderator: Vinny Catalano, CFA, Chief Investment Officer, Redmount Capital Partners 

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!


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

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

Earn 2.0 Hours of CE Credit For This Event! 

Panelists:

2018-12-07-Camporeale.jpg

Philip Camporeale, managing director at JP Morgan, is a client portfolio manager in Multi-Asset Solutions, based in New York City. Philip focuses on a variety of the group’s retail strategies for income and total return. Philip has also appeared in various media outlets including CNBC and The Wall Street Journal. An employee since 2000, Philip was previously a portfolio manager in the New York fixed income group where he was responsible for managing duration and yield curve strategies. Philip earned a B.S. in Accounting and an M.B.A. in Finance from Fordham University. He is Series 7 and 63 licensed.

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."

2019-vincent_randazzo.jpg

Vincent Randazzo, CMT
Senior Market Analyst
Lowry Research

Vincent Randazzo, CMT, is a Senior Market Analyst at Lowry Research with professional equity market experience in research, research sales and market intelligence dating back to 2002.

Prior to joining Lowry, Vincent held the position of Chief Technical Analyst at NASDAQ, as well as Director of Research at ICAP and as an Equity Research Salesperson at both Morgan Stanley and UBS in New York City. He has written numerous articles for Bloomberg, Tabb Forum, Interactive Brokers as well as NASDAQ.

Vincent holds a BA in Economics from Drew University and has been a Chartered Market Technician (CMT) since January, 2008.​



Moderator: Vinny Catalano, CFA

Chief Investment Officer
Redmount Capital Partners

Vinny Catalano is Chief Investment Officer for Redmount Capital Partners, 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, foxbusiness.com, 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

Panel

Education Topic

Economics; Equity Investments

Event Region

Americas

CE Credit

2

SER Credit

0

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 admin@cfasouthflorida.org​ 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.​​

All Day Event

 

Recurrence

 

End

1/16/2019 8:00 PM

Date

1/16/2019

Event Manager Email

admin@cfasouthflorida.org
Approval Status Approved
 

Attachments

Content Type: MyCFA Calendar
Created at 12/16/2018 9:42 AM by 38
Last modified at 1/4/2019 7:52 AM by 38