The first Rocky Mountain Economic Summit was a small group of businessmen and investors who assembled “down the hill” from Trout Ranch and talked about issues they confronted. They were a part of the Bronze Buffalo Club. I wasn’t there.
The second one featured Bill Poole, past president of the St. Louis Fed; John Silvia, now of Wells Fargo; and me. We convened in the Afton, Wyoming, community center. Justin Hyde and Tyler Norton had made the arrangements, and as the program chair of the Global Interdependence Center (GIC), I introduced the idea of partnering together for a conference.
The third Rocky Mountain Economic Summit was held in Jackson Hole and filled a room in the community’s performing arts center. This year the event is being held at the Teton Springs Lodge & Spa in Victor, Idaho.
This year’s is the 10th annual Summit, and the Bronze Buffalo Foundation and the GIC are partnering again. Details are available here: https://www.interdependence.org/events/browse/tenth-annual-rocky-mountain-economic-summit/?mc_cid=bd31d8a48f&mc_eid=b81a830df4. Featured speakers are Patrick Harker, president of the Philly Fed, and Paul McCulley, who is a longtime friend from PIMCO days, a former GIC leader, and a fishing buddy from the old days. Paul and I have a lot of catching up to do.
The whole day and a half program (including Chatham House roundtable) is below. But let me point out an item for those who missed the opportunity to attend the Sarasota Financial Literacy Day on April 5.
We are going to repeat and expand the panel on stock market technical analysis and the uses of quantitative methods. The panel will be moderated by yours truly, and the three featured speakers are experienced professional practitioners. They are:
• Katie Stockton, Founder and Managing Partner, Fairlead Strategies, LLC
• Leo Chen, Professor of Math at USF and Quantitative Analyst and Portfolio Manager, Cumberland Advisors
• Alison Gardner, Senior Vice President, RBC Wealth Management
Our discussion plan is to examine hands-on applications of quant and technical analysis that may benefit the audience. This session will repeat and expand the one held in Sarasota.
Here is the full program. The public is invited. Any GIC member is welcome at the roundtable, and the roundtable admission is included in the registration price. Again, the link for more information and to register is https://www.interdependence.org/events/browse/tenth-annual-rocky-mountain-economic-summit/?mc_cid=bd31d8a48f&mc_eid=b81a830df4.
Agenda
8:30 – 9:00 a.m. | Registration and Coffee
9:00 – 9:15 a.m. | Welcoming Remarks
- Tyler Norton, Founder and CEO, Hero Partners
- Don Rissmiller, Chief Economist at Strategas Research Partners and GIC Chairman
9:15 – 10:15 a.m. | Session I: International Economic Outlook
- John Silvia, Chief Economist, Wells Fargo
- Manuel Balmaseda, Chief Economist, CEMEX
- Megan Greene, Chief Economist, Manulife
- Michael Drury, Chief Economist at McVean Trading and Investments and GIC Chair Emeritus
- Moderator: William Strauss, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago
10:15 – 11:15 | Morning Keynote
- Patrick Harker, President of the Federal Reserve Bank of Philadelphia
11:15 – 11: 30 a.m. | Break
11:30 a.m. – 12:30 p.m. | Session II: Entrepreneurial and CEO’s Outlook
- Bill Dunkelberg, Chief Economist, National Federation of Independent Business
- Ray Dillon, Former CEO of Deltic Timber and GIC Board Member
- Moderator: Michael Pope, CEO Veyo Partners
12:30 – 1:30 p.m. | Lunch
1:30 – 2:15 p.m. | Afternoon Keynote: Dollar Bill Civics
- Paul McCulley, Senior Fellow in Financial Macroeconomics for Cornell Law School’s Jack G. Clarke Program on the Law and Regulation of Financial Institutions and Markets
2:15 – 3:15 p.m. | Session III: Technical Analysis in the Stock Market
- Katie Stockton, Founder and Managing Partner, Fairlead Strategies, LLC
- Leo Chen, Professor of Math at USF and Quantitative Analyst and Portfolio Manager, Cumberland Advisors
- Alison Gardner, Senior Vice President, RBC Wealth Management
- Moderator: David Kotok, CIO, Cumberland Advisors and GIC Board Member
3:15 – 4:15 p.m. | Session IV: Financial Markets Outlook
- Bill Kennedy, Chief Investment Officer, Fieldpoint Private
- Dick Mayo, Chairman and Chief Strategist, Game Creek Capital
- Danielle DiMartino Booth, Founder, Money Strong LLC
- Moderator: Michael McKee, Economics and Policy Correspondent, Bloomberg TV
4:15 p.m. | Concluding Remarks
- Don Rissmiller, Chief Economist at Strategas Research Partners and GIC Chairman
David R. Kotok
Chairman and Chief Investment Officer
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