Stock Market targeted on April 5

Author: David R. Kotok, Post Date: March 13, 2018

The stock market will be a prominent topic at the April 5 Financial Literacy Day in Selby Auditorium on the USFSM Sarasota campus.

In the first stock market session, nationally known technical analyst Katie Stockton will pair with Cumberland’s quantitative mathematician, Professor Leo Chen, in a broad discussion of techniques used in stock market management. Alison Gardner of RBC Wealth Management will moderate that session.

The second stock market session is a powerhouse that includes Jeff Saut, chief investment strategist of Raymond James; Jeremy Schwartz, director of research at WisdomTree; Adam Johnson, formerly an anchor at Bloomberg TV and now the author of Bullseye Brief; and Cumberland’s director of ETF strategies, Matt McAleer. This top-flight panel will be moderated by Bill Kennedy, chief investment officer at Fieldpoint Private. Anyone interested in the stock market is in for an exceptional day.

This April 5 event is an open forum: Individual investors, state and local officials, financial institutions, pension trustees, philanthropy activists, and policy makers are all welcome. At Cumberland we believe everyone benefits from increased financial education.

A full program will be offered on April 5. In addition to the keynote speech by Atlanta Fed President Raphael Bostic, featured speaker Chris Whalen, Chairman of Whalen Global Advisors LLC and Global Independence Center (GIC) board member, will discuss the US banking system. Panel discussions will cover not only munis but also the outlook for the US and world stock markets, the global economic outlook, and the use of quantitative measurement and technical analysis in the stock market.

The cost is only $50 to register ($25 students), and that is just to help cover GIC’s and the University of South Florida Sarasota-Manatee’s expenses. Cumberland is sponsoring the event and hosting lunch and the closing reception. Attendees are welcome for the whole day or part of the day.

Please reserve your spot soon – we expect to have a full auditorium. The event is open to public participation. All are invited and welcome. You can make your reservation online and learn more at GIC’s website

David R. Kotok
Chairman and Chief Investment Officer
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