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Managing Private Wealth in a Global Economy



Start Time

1/17/2009 8:30 AM

End Time

1/17/2009 12:30 PM


To Register contact or phone:
(561) 297-0637. See the Event Website for details.

Member Price


Non-Member Price


Candidate Price


Location Info

FAU Office Depot Center for Executive Education
777 Glades Rd
Boca Raton, FL 33431

Event Description

Managing Private Wealth in a Global Economy

The Barry Kaye School of Finance, Insurance and Economics is pleased to present the first in a series of Executive Roundtable programs dealing with important issues affecting the financial and economic vitality of businesses and individuals in  Florida, the nation, and the world.

This is an exclusive seminar with limited space. Register today to secure your seat!


​Executive Roundtable Speakers

Stuart Schweitzer, Managing Director and Global Market Strategist for J.P. Morgan Private Bank and J.P. Morgan Asset Management. Mr. Schweitzer is a graduate of City College of New York and holds a Ph.D. in Economics from the University of Minnesota.​

John Lipsky, Deputy Director, International Monetary Fund and former Chief Economist of J.P. Morgan. Mr. Lipsky earned a bachelor's degree in economics at Wesleyan University and was awarded an M.A. and a Ph.D. in economics from Stanford University.

Francis Goodhue, III, Senior Vice President—Investments, UBS Financial Services Prior to joining UBS, Mr. Goodhue spent 27 years with J.P. Morgan. He holds degrees from Boston University and Columbia University's M.B.A program.​

Donald  J. Shepard, Chairman of the Board of Directors, U. S. Chamber of Commerce. Mr. Shepard retired as chairman of the     Executive Board and CEO of AEGON N.V. in April 2008. He holds an M.B.A. from the University of Chicago.

Saturday January 17, 2009
8:30 am — 12:30 pm


​I.  Welcoming Remarks:

Cecelia Kempler, Director,
Barry Kaye School of Finance, Insurance and Economics

II.    Introductions and Overview:

Donald Shepard, Chairman of the Board
U.S. Chamber of Commerce

III.  Speaker Presentations covering:

A. Current Environment and Challenges

B. Global portfolios

C. Balancing short term and long term investment decisions

D. Can anyone predict the future with a reasonable level of confidence, given     recent U.S. and global economic developments?

IV.  Conclusion:

Dennis Coates, Ph.D., CPA, Dean
Barry Kaye College of Business


Our venue is the Case Study Room in the college’s Office Depot Center for Executive Education.


Please call Natalya Sabga at 1.561.297.0637 or email at for more information.

Register Online by clicking the link "Register Online" on the left hand side.

Fee: $100.00
Jan. 17, 2009
Time: 8:30 a.m. – 12:30 p.m.
Florida Atlantic University 
Boca Raton Campus - Office Depot Center for Executive Education 

This program is generously underwritten by JP Morgan

Additional sponsors include

Barry Kaye Associates
Cecelia Kempler
Juan and Zoraida Castillo
One Thousand Ocean

FAU Office of Executive Programs
Office Depot Center for Executive Education
Boca Raton, FL 33431-0991
Phone: 561-297-2709 | FAX: (561) 297-2179 

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All Day Event





1/17/2009 12:30 PM



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Content Type: MyCFA Calendar
Created at 7/17/2016 9:07 AM by Ursula Auger
Last modified at 7/19/2016 4:14 PM by Ursula Auger