Report from San Diego

Author: David R. Kotok, Post Date: January 25, 2018
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Dear Readers,

We had the wonderful opportunity to present the Heldring Award to Boston Fed president Eric Rosengren at the GIC meeting in San Diego, held on Friday, January 12, at the Rady School of Management. This is GIC’s second year in San Diego but the first time in partnership with Rady, which provided a first-rate venue.

The conference theme was “Money, Models and Digital Innovation” and included cryptocurrency issues and discussion of the outlook for the economy and interest rates and volatilities. Speakers included President Rosengren, Dave Altig of the Federal Reserve Bank of Atlanta, Don Rissmiller of Strategas, and Nobel Prize winner Harry Markowitz, professor of finance at Rady.  Imagine the thrill; we had lunch Harry M.  He is super sharp, quick wit and does it at age 90.

We are sharing links below so that you can join, after the fact, the 75 or so of us who packed the Rady business school to enjoy the excellent presentations. Links include the presentations themselves, press coverage, the Rady business school blog post about the event, attendees’ comments, and a photo of the award presentation.

The presentations: https://www.interdependence.org/events/browse/programs/gic-frederick-heldring-award-global-leadership/.

The press coverage: https://www.interdependence.org/news/money-models-digital-innovation/.

The blog post that the Rady School shared on January 17: https://t.co/7VaTuMfmWr.

Feedback from the guests, collected here in PDF format: Attendee Feedback

Photo of the award presentation with GIC’s board/advisory council members: http://www.cumber.com/wp-content/uploads/2018/01/Award-to-Rosengren.jpg.

Note that all GIC events may be found at www.interdependence.org. Next up for us is the event in Sarasota on February 22, when we will examine the issues surrounding Cuba and the Caribbean. The detailed presentations will include commentary on hurricanes and geopolitics, energy, and recovery. For the detailed agenda and registration see http://usfsm.edu/event/cuba-and-the-caribbean-what-now/.

Note that all GIC events may be found at www.interdependence.org. Next up for GIC is the event in Sarasota on February 22, examining the issues surrounding Cuba and the Caribbean. The detailed presentations will include commentary on hurricanes and geopolitics, energy, and recovery. I will deliver the opening remarks and Jill Fornito whom many of you have come to know at Camp Kotok events will be in attendance. For the detailed agenda and registration see http://usfsm.edu/event/cuba-and-the-caribbean-what-now/. The small collage shown here was made from Sharon Prizant’s photos taken during a brief discovery trip to Cuba. She’ll be happy to share many more if you’re able to make this event in Sarasota.

Visit Cumberland Advisors website to see pictures documenting the struggles of the Florida Keys after Irma and a handful from inside Cuba.

Cumberland Advisors is a proud sponsor and member of the Global Interdependence Center.

David R. Kotok
Chairman and Chief Investment Officer
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