=0D=0AIn t= he spring of 2009, the world economy teetered on the edge of a global = economic and financial abyss the likes of which the world has not seen= since the Great Depression. Since then, stocks have staged a record-b= reaking rally suggesting to many that the V-shaped stock market rally = will be followed by a V-shaped economic recovery. To others, however, = the world economy is far from out of the woods and doubts regarding th= e sustainability of an economic recovery abound. Will the global econo= my experience a return to prosperity or does the optimism represent a = false dawn?
=0D=0AClick here to pay for this Forum
=0D=0AOn = February 10, 2010 The CFA Society of Orlando will bring together a pan= el of experts to discuss and debate the various crosscurrents in econo= mic and financial market conditions facing investors. Among the many q= uestions to be answered are:
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= =0D=0APlan to attend this event as we engage in a robust discussion on= the key investment and economic issues facing every investor today. == 0D=0A
=0D=0APANEL SPEAKERS:=0D=0A
= =0D=0A
=0D=0A=0D=0AMary Ann Bartels- Chief U.S.=
Market Analyst & Head of U.S. Technical and Market Analysis, Bank of =
America/Merrill Lynch– Ms. Bartels brings over 20 years of in=
vestment experience to this role and is well known by clients and busi=
ness partners for developing various proprietary models for equity pai=
rs trading and for her sector, industry and stock selection. Bartels i=
s also known for her extensive work on hedge funds. She is the lead an=
alyst on research publications such as Market Analysis Comment, Hedge =
Fund Monitor and Monthly Chart Portfolio of Global Markets. She has be=
en voted to the Institutional Investor All-American Research team for =
the past three years and was awarded second place in 2008. She appears=
on CNBC and Bloomberg and is often quoted in various publications inc=
luding The Wall Street Journal and the Financial Times. Bartels earned=
BS and MA degrees in economics from Fordham University. =0D=0A== 0D=0A
=0D=0A=0D=0ADavid A. Hendler- Head of US Fi=
nancial Services Research, CreditSights – Mr. Hendler brings =
25+ years of experience to the fore in his role as the Head of CreditS=
ights' US Financial Institutions Group. He is well known for his stron=
g voice and highly regarded for his timely insights which leverage a u=
nique combination of extensive experience in both credit and equity re=
search. David joined CreditSights from Credit Suisse First Boston (199=
8-2001), where he was a Director and, as part of the U.S. Bank team, c=
overed multinational, super-regional and processing banks. In 2000 the=
team achieved the Institutional Investor All-American ranking for equ=
ity research. Prior to that he spent three years at Smith Barney (199=
4-1997) as Managing Director and Head of Corporate Bond Research. In =
1995, David was ranked an Institutional Investor All-American in recog=
nition of his fixed income research on U.S. banks. David started his f=
inancial services career at New York Life Insurance (1983-1987) where =
he was a private placement and public bonds analyst. He received an M=
BA in Finance from New York University’s Stern School (1986) and holds=
a Bachelor of Science in Economics from The Wharton School of the Uni=
versity of Pennsylvania (1983). David is popular on the speaker circui=
t and is frequently quoted in the financial media. He is a member of t=
he Fixed Income Analysts Association, the Capital Markets Credit Analy=
st Association, the CFA Institute, the New York Society of Security An=
alysts, and the Financial Analysts Association.=0D=0A=0D=0A<= img src="/site/images/RKang.jpg"/ alt="Richard C. Kang photo" align="left">== 0D=0A=0D=0ARichard C. Kang- Chief Investment Officer & Directo= r of Research, Emerging Global Advisors– Mr. Kang has served = as Emerging Global Advisors’ Chief Investment Officer and Director of = Research since September 1, 2008. He has been active in both instituti= onal and individual asset/risk management for over thirteen years with= extensive experience in alternative asset classes, especially hedge f= unds and managed futures, as well as strategies applying the use of pa= ssively managed instruments. Mr. Kang is frequently engaged as a speak= er on a broad array of topics ranging from instrument types (ETFs, hed= ge funds, derivatives), portfolio management (strategies involving ass= et allocation, use of alternative investments, Emerging Markets) as we= ll as risk measurement/management. He has been quoted in a number of p= ublications including The Wall Street Journal, Reuters, Investors Busi= ness Daily, SmartMoney, CBS MarketWatch and BusinessWeek. In addition = to business television appearances and writing articles for various in= dustry publications and journals, Mr. Kang has served as a chairman, m= oderator, panelist and advisory board member at numerous industry conf= erences in the United States.=0D=0A
=0D=0A
=0D=0A=
=0D=0A Daniel V. O’Connell, Vice-President, M&I Investment Man=
agement – Mr. O’Connell is the Portfolio Manager for M&I’s Al=
ternative Investment Strategies. Prior to joining M&I Investment Mana=
gement, Mr. O’Connell held various responsibilities in investment mana=
gement and in the capital markets. Most recently, he spent three year=
s with Matrix Capital Advisors, as the portfolio manager of the Compou=
nd Return Fund, a multi-manager, multi-strategy “fund of hedge funds.”=
In addition, Mr. O’Connell was with First Chicago for 14 years, begin=
ning in 1983 as head proprietary dealer on the foreign exchange tradin=
g desk, later becoming President of First Chicago Capital Markets Asia=
(Hong Kong). Upon returning to Chicago in 1990, Mr. O’Connell assume=
d responsibility as a hedge fund manager in a multi-strategy fund whic=
h invested in financial instrument derivatives and index products. Mr=
. O’Connell managed and monitored the bank’s major hedge fund trading =
relationships. He also spent three years with Bankers Trust (Chicago) =
managing the foreign exchange trading desk and three years with the No=
rthern Trust.=0D=0A=0D=0AMODERATOR:=0D=0A
= =0D=0A
=0D=0AVincent Catalano CFA, President and Global Investme=
nt Strategist with Blue Marble Research and author of "Sector=
s and Styles”. Vinny is a past president of the New York Society of Se=
curity Analysts. He appears regularly on TV including CNBC’s "Morning =
Call" and ‘Kudlow & Company’, Canada’s leading business network "Busin=
ess News Network" (BNN), New Delhi TV, forbes.com’s MoneyMasters, as w=
ell as on various business radio programs. Vinny is frequently quoted =
in professional publications, such as the Wall Street Journal, the Fin=
ancial Times, Barrons, the Globe and Mail, and Business Week, among ot=
hers. Additionally, Vinny produces and conducts numerous events includ=
ing the highly popular "Market Forecast Series" with various local CFA=
Societies.=0D=0A=0D=0AEvent URL: http://www.cfaorlando.org/site/Event=
s_view.aspx?Eventid=45=0D=0A=0D=0AEvent location: The Tap Room at Dubs=
dread Golf Club=0D=0A=0D=0ALocation Address:=0D=0A549 W Par Street, Or=
lando =0D=0A=0D=0ALocation Directions:=0D=0AClick here for directions=0D=0A
View Larger Map=0D=0A DTEND:20100211T023000Z LOCATION;ENCODING=QUOTED-PRINTABLE:The Tap Room at Dubsdread Golf Club PRIORITY:0 DTSTART:20100210T233000Z STATUS:NEEDS ACTION SUMMARY;ENCODING=QUOTED-PRINTABLE:CFA Society of Orlando ’s 6th Annual= Investment Dinner Forum URL:http://www.cfaorlando.org/site/Events_view.aspx?Eventid=45 END:VEVENT END:VCALENDAR