Boca Country Club 17751 Boca Club Blvd Boca Raton, FL 33487
Financial Markets Forecast 2015
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 2015.
This year's panel will feature:
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!
Agenda and Location: 5:00PM - Networking* and Registration 6:00PM - Filet Mignon Dinner** 6:45PM - Panel Discussion
*Includes one complimentary drink **Alternative available upon advance request
Earn 1.5 Hours of CE Credit For This Event!
Bob Luck serves as the Director - Member & Society Liaison for the CFA Institute Centre for Financial Market Integrity. He works to develop communications and resources for members of the CFA Institute in the areas of professional standards, investment performance standards, and capital market policy.
Bob joined the Institute of Chartered Financial Analysts (ICFA) in 1982 and served as CFO and Treasurer for both the ICFA and the Financial Analyst Federation prior to their merger and the creation of AIMR in 1990. As VP of Curriculum and Examinations for 12 years, he was responsible for curriculum development, exam development, and exam grading. He has previous experience as a staff consultant with Arthur Anderson and in private industry.
Bob holds both a BS and an MS from the University of Virginia. He holds the Chartered Financial Analyst designation and is a Certified Public Accountant.
In a career spanning 25 years and several countries, Louise 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.
Vinny Catalano President, Chief Investment Strategist Blue Marble Research
Vinny Catalano, CFA, is the 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). 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, Barrons, Financial Times, Reuters), and is a guest speaker at various major forums. Vinny also conducts timely topical and educational programs with many CFA Societies and other groups, including the highly acclaimed New York Society of Security Analysts "Market Forecast Series".