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Title

Financial Markets Forecast 2020

Speaker(s)/Highlights

Doug Kass, Founder and President, Seabreeze Partners; Kenny Polcari, CNBC Contributor, and consultant, SlateStone Wealth, LLC; Vincent Randazzo, Senior Market Analyst, Lowry Research Corporation and Vinny Catalano, CFA, moderator

Start Time

1/22/2020 5:00 PM

End Time

1/22/2020 8:00 PM

Global Passport Eligible?

Yes

Registration

​​Pre-Pay through 1/20/2020 and save $5! Event Eligible for CFA Institute's Global Passport Program.


Member Price

$30

Non-Member Price

$55

Candidate Price

$55

Location Info

3715 Golf Road
Boynton Beach, FL 33436​

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 2020.

This year's panel will feature:

  • Doug Kass, Founder and President, Seabreeze Partners
  • Kenny Polcari, CNBC Contributor, financial market specialist, and consultant, SlateStone Wealth, LLC
  • Vincent Randazzo, CMT, Senior Market Analyst, Lowry Research
  • Moderator: Vinny Catalano, CFA, Chief Market Strategist, Stuyvesant Capital Management

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:


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."


polcari-k.jpg

Kenny Polcari

CNBC Contributor, financial market specialist, and consultant

SlateStone Wealth, LLC

As a consultant for SlateStone, Polcari will concentrate on market analysis and interpreting the ever-changing economic and market landscapes and their potential impacts to future investment and planning strategies the firm will incorporate into benefits for clients.

Polcari will continue to be a regular contributor and Market Analyst on CNBC and will continue to be featured across the station's programming schedule.

Prior to aligning with SlateStone, Polcari served as Managing Director/ Member NYSE at William O'Neil & Co. serving the interests of global institutional clients, including hedge funds, mutual funds, pension plans and larger family offices.  Earlier in his career, he built the U.S. equities business at the largest inter-dealer broker, ICAP, and was among the first traders to go direct to institutional money managers, executing on the opportunities market evolution created, and bringing greater transparency and accessibility to the customer.  Prior to that, he ran the Salomon Brothers New York Stock Exchange (NYSE) division during the nineties bull market and was a part of the team that launched the first electronic order delivery system in the industry.

Policari began his career on the floor of the NYSE in 1983. He served as a member of the Exchange for nearly forty years and as a NYSE Governor for more than a decade, representing the interests of institutional asset managers in the global equities markets.  As a voice on the markets, he first started working with the news media after 9/11, at the request of the NYSE, and became a regular contributor during the financial crisis, developing a reputation for being an advocate for Main Street and the investing public. He writes a popular market newsletter, which starts with insights into the trading day's action and ends with a recipe to serve the mood of the markets.

Polcari serves on the Board of Directors of the National Organization of Investment Professionals (NOIP), and is a member of the advisory board of the Headstrong Project, a nonprofit providing free, world-class treatment to veterans coping with the psychological wounds of war. He has a BSBA in Finance from the Boston University School of Management.

SlateStone Wealth, LLC. has locations in Jupiter, Weston and Boca Raton, Florida, as well as Texas and Wisconsin. For more information, please visit www.slatestone.com.


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 to 2002. Prior to joining Lowry, Vincent worked on NASDAQ’s Market Intelligence Desk while holding the position of Chief Technical Analyst. In the years before, he acted as a sales-trading desk analyst and U.S. Director of Apollo Research at ICAP, and as an Equity Research Salesperson with both Morgan Stanley and UBS in New York City. He has written numerous articles for Bloomberg, Tabb Forum, Interactive Brokers, Proactive Advisor Magazine, and NASDAQ. Vincent holds a B.A. in Economics from Drew University and has been a Chartered Market Technician (CMT) since January, 2008.

Lowry Research Corporation was founded in 1938 to provide analysts and investment professionals with an unbiased, factual analysis of the stock market. Our work is based on daily Price Change/Volume statistics of all stocks traded on the New York Stock Exchange and NASDAQ Stock Market. These tabulations are compiled each day that the Markets are open and provide the statistical foundation for our Supply vs. Demand analysis of market trends.


Moderator: Vinny Catalano, CFA

Chief Market Strategist
Stuyvesant Capital Management

Vinny Catalano is Chief Markets Strategist for Stuyvesant Capital Management, 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 Global Investment Strategist with Defoe Redmount, a global multi-asset investment advisory firm based in New York, NY and Newport Beach, CA. 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; Featured

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.

Location Name

Quail Ridge Country Club

All Day Event

 

Recurrence

 

End

1/22/2020 8:00 PM

Date

1/22/2020

Event Manager Email

admin@cfasouthflorida.org

Location Address

3715 Golf Road

Location City

Boynton Beach, FL 33436

Event Link

Financial Markets Forecast 2020

Event Link Leads To New Tab

No

Event Short Info

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 2020.
Approval Status Approved
 

Attachments

Content Type: MyCFA Calendar
Created at 12/30/2019 2:14 PM by 38
Last modified at 1/14/2020 3:30 PM by 38