Follow Us

join fsbitools twitter page join fsbitools facebook group join fsbitools youtube channel join fsbitools linkedin group

2011 RMES

 2011 Rocky Mountain Economic

Friday, July 29, 2011
The Third Annual Rocky Mountain Economic Summit & Retreat

We are proud to present the Third Annual Rocky Mountain Ecconomic Summit and Retreat July 29th.

Join us in partnership with the Global Interdependence Center, Jackson Hole Center for Global Affairs, and the University of Utah David Eccles School of Business.

This page will give you an overview of our world class, guest speakers joining us this year.

At the bottom of the page we have provided links for additional information on the agenda, registration and directions. If we can be of further assistance please contact us.

A special thank you to all of our speakers and sponsors who help make this event possabile!

Guest Speakers:

 


Bill Strauss

Senior Economist
Federal Reserve Bank of Chicago

William A. Strauss is a senior economist and economic advisor in the economic research department at the Federal Reserve Bank of Chicago, which he joined in 1982. His chief responsibilities include analyzing the current performance of both the Midwest economy and the manufacturing sector for use in monetary policy. He produces the monthly Chicago Fed Midwest Manufacturing Index and organizes the Bank's Economic Outlook Symposium and Automotive Outlook Symposium. In addition, he conducts several economic workshops and industrial roundtables throughout the year.

Strauss has taught as an adjunct faculty member at Loyola University Chicago and Webster University in Chicago. He currently teaches at DePaul University Kellstadt Graduate School of Business and at the University of Chicago Graham School of General Studies. At the latter institution, he was named winner of the 2010 Excellence in Teaching Award in the Business and Professional Programs.

His research papers include analysis of the manufacturing sector, the automotive sector, the Midwest regional economy, the trade-weighted dollar, business cycles, and Federal Reserve payments operations.

Strauss has been interviewed on numerous television and radio shows and quoted in the major business magazines and newspapers. He has also provided testimony concerning manufacturing issues to the U.S. Senate.

 

He is a past president of the Chicago Association of Business Economists; a past board member for the National Association for Business Economics; a member of the National Business Economics Issues Council; a member of the Dean’s Advisory Council for the University at Buffalo; and a member of the Advisory Council for the University of Illinois at Chicago’s Center for Economic Education.

 

Strauss earned a B.A. in economics and geography from the State University of New York at Buffalo, and an M.A. in economics from Northwestern University

 


 

Kevin Kliesen

   
  Business Economist at the Federal Reserve Bank of St. Louis

Kevin L. Kliesen is a business economist in the Supervisory Policy and Risk Analysis Unit at the Federal Reserve Bank of St. Louis, which is located in the Bank Supervision and Regulation Division. He came to the Bank in 1988 after graduating from Colorado State University with an M.A. in Economics. Previously, he was part of the Research Division.

As a business economist, his duties comprise reporting on and analyzing current U.S. macroeconomic developments and trends. In this capacity, he writes the Bank's monthly Report on Economic Activity, an internal report on general economic conditions that is prepared prior to each Board of Directors meeting. He also briefs the Bank president and staff economists on U.S. economic conditions prior to each Federal Open Market Committee meeting. He also prepares internal reports on macroeconomic conditions and their implication for monetary policy and bank supervisory policy for internal Bank officers and employees. Another important aspect of this position involves speaking to the general public and other interested groups about U.S. economic and monetary policy developments. Besides writing for the Regional Economist, a quarterly publication written for a nontechnical audience, he also writes for the Review, which is the Bank's peer-reviewed economic journal. He has also written for professional economics journals, and he has authored several book reviews. He also developed (with his former colleague, Doug Smith) the St. Louis Financial Stress Index.

In addition to his responsibilities at the Federal Reserve Bank of St. Louis, he has taught economics part-time for the Department of Economics at Washington University in St. Louis since 2007. Professionally, he is a member of the American Economic Association, the National Association for Business Economics (NABE), and the Association of Christian Economists. He was President of the St. Louis Gateway Chapter of NABE from 1999 to 2000. From 2002 to 2005, he served on the Board of the Directors of the national NABE organization.

   
 



Terri Yeckley

    
Terri Yeckley, CFA®
Family Wealth Director
Senior Vice President-Wealth-Management

Terri Yeckley 

has been serving clients using a wealth management approach with Morgan Stanley Smith Barney (MSSB) and predecessor firms since 1993. In addition to helping high net worth individuals and families, Terri advises many business owners, foundations and non-profit organizations. 

Terri holds an MBA degree with an emphasis in finance from the University of Utah.  In 1991, she received the designation of Chartered Financial Analyst while working as a financial analyst for Philips NV. She is also a Senior Investment Management Consultant though MSSB’s Consulting Group. She received the designation of Accredited Investment Fiduciary® in 2009.  The next year, Terri earned MSSB’s prestigious title of Family Wealth Director, aimed providing potential solutions for the ultra high net worth client sector.  She is one of less than 200 advisors at MSSB to have achieved this status. 

Terri is committed to serving the philanthropic needs of the community. She currently serves as a member of the board of directors for Ronald McDonald House Charities. Terri concluded her six year term on the board of the Make-A-Wish Foundation of Utah in 2006.   In 2002 she was honored by the Salt Lake Chamber of Commerce and Utah Business magazine as one of Utah’s “Top Thirty Women on the Move.”   Terri is a member of the CFA Institute and the Salt Lake Society of Financial Analysts.

   
   
   

John Silvia

    

Chief Economist of Wells Fargo

John Silvia is the Chief Economist of Wells Fargo. He joined Wachovia Corporation in February 2002 as chief economist for the Bank. Previously, John worked on Capitol Hill as senior economist for the U.S. Senate Joint Economic Committee and chief economist for the U.S. Senate Banking, Housing and Urban Affairs Committee. Prior to that, he was chief economist of Kemper Funds and managing director of Scudder Kemper Investments, Inc. John holds a B.A. and a Ph.D. degree in economics from Northeastern University in Boston and has a Master’s degree in economics from Brown University in Providence, RI.




William Dunkelberg

    

Chief Economist for the National Federation of Independent Business

Currently Professor of Economics at the School of Business and Management , Temple University, where he served as Dean from 1987 through 1994 and as Director of the Center for the Advancement and Study of Entrepreneurship. His prior appointments were at the Krannert Graduate School of Management, Purdue University, the Graduate School of Business, Stanford University and the Survey Research Center at the University of Michigan. He has served as the Chief Economist for the National Federation of Independent Business (600,000 member firms) since 1971. He has a B.A., M.A. and Ph.D. degrees in Economics from the University of Michigan.

Dr. Dunkelberg is a nationally known authority on small business, entrepreneurship, consumer behavior and consumer credit and government policy. He was reported by the New York Times to be one of four final candidates for Vice Chairman of the Board of Governors of the Federal Reserve System in 1981, served as an advisor to the Secretary of Commerce, and was appointed to the Consumer Advisory Council of the Federal Reserve System in 1989 [2 year term]. He is a past president and a Fellow of the National Association for Business Economics [NABE]. He was appointed to the Census Advisory Committee representing the American Economic Association in 1992 and again in 1995 (serving as chair) and served on the board of The National Bureau of Economic Research from 1996 to 1999. He is an elected member of the Conference of Business Economists (and chairman in 2003) and the National Business Economic Issues Council and the first recipient of the Small Business Administration’s Research Advocate of the Year award.

Dr. Dunkelberg has presented expert testimony before the U.S. House and Senate on consumer credit, inflation, tax reform, the minimum wage, small business, electronic funds transfer systems, energy efficiency standards, health care and monetary and fiscal policy. He has appeared on CNN, CNBC, the ABC, CBS and NBC Evening News programs, Good Morning America, and numerous local news and business TV and radio shows. He is frequently quoted in major news publications including the Wall Street Journal, Business Week, the New York Times, U.S. New and World Report, Grants Interest Rate Observer, USA Today, Time, the Washington Post and Newsweek and serves on the economic forecasting panels for USA Today and Business Week and Forbes. He has authored and co-authored numerous books and articles and writes a monthly small business economic report for the National Federation of Independent Business. He had his own radio show on WPHT 1210 AM Philadelphia every Sunday for 2 years and his editorials have been carried by KYW NEWS RADIO for fourteen years.

His board service includes NCO Group, ADVANTA Corp.(1989-2001), Active-e Solutions (sold to Neoware), Penn Fishing Tackle Mfg. (sold 12/02), Made4me.com (a founder,dba Intellifit.com), Ensoniq Corporation (sold to Creative Labs), the Global Interdependence Center (Chair), the Credit Research Center (Georgetown Univ.), the Commonwealth Foundation, the International Visitors Council, The Ben Franklin Innovation Investment Advisory Committee, the National Economist Club (2001), the Javie Foundation for Charity, the Laboratory for Student Success, Consumer Credit Counseling Services of Delaware Valley, and the Pennsylvania Council on Economic Education. Dr. Dunkelberg has served as a regional judge for the Ernst & Young Entrepreneur of the Year program for 14 years, a national judge in 2001 and 2003, and as a member of the board of the Greater Philadelphia Chamber of Commerce. He is currently a member of the 

uality of Markets Committee for the Philadelphia Stock Exchange.

Richard Yamarone

    

Senior Economist, Bloomberg Brief: Economics
Bloomberg Professional

Richard Yamarone is an economist who has more than two decades of experience and focuses on monetary & fiscal policy, economic indicators, fixed income, commodities, and general macroeconomic conditions for Bloomberg Brief: Economics, a daily newsletter that features analysis, data and news on the forces shaping the global economy. Mr. Yamarone and the Bloomberg Briefs economics team provide in-depth analysis of macroeconomic data, policy and trends and how they will impact financial markets.

Mr. Yamarone forecasts U.S. economic statistics and trends, builds macroeconometric models, and analyzes possible outcomes. He is the creator of the Bloomberg Orange Book -- a compilation of macroeconomic anecdotes gleaned from comments CEOs and CFOs made on quarterly earnings conference calls. He travels extensively to speak to clients and corporate executives on the economic outlook, public speaking, and career and management coaching.

The Bloomberg Brief: Economics is one of several specialized newsletters that combine Bloomberg data and news with industry-specific original content and commentary. Bloomberg Briefs are a product of the Bloomberg Professional® service. Bloomberg Briefs are available to customers of the Bloomberg Professional® service at no additional cost at BRIEF . Non-Bloomberg users can subscribe to the newsletters at www.Bloomberg.com/brief

Earlier in his career, Mr. Yamarone was director of economic research at Argus Research and a member of the firm's investment policy committee. He has consulted to monetary and fiscal policymakers and served as an economic adviser to major U.S. corporations. In addition, Mr. Yamarone has held senior positions for several international and domestic money center and investment banks.

He has taught numerous courses on macroeconomics and economic indicators at several colleges and institutions. He has served as president of the prestigious Downtown Economists Club of New York City.

The author of Trader’s Guide to Key Economic Indicators (Bloomberg Press, 2007), Mr. Yamarone is a member of the National Association for Business Economists, the American Economic Association, the New York State Economics Association and the Money Marketeers of New York University. He has won numerous accolades for his work, including being featured as one of the top 10 economists in the U.S. by USA Today in 2007 and “Nosttradamus of the Financial Industry” by Bank Advisor in 2008 for his prediction of the financial crises.

James Bullard

    

President and Chief Executive Officer
Federal Reserve Bank of St. Louis

James Bullard took office as president and chief executive officer of the Federal Reserve Bank of St. Louis in April 2008. He directs the activities of the Bank's head office in St. Louis as well as its three branches in Little Rock, Ark., Louisville, Ky., and Memphis, Tenn. In addition, he participates in the Federal Open Market Committee (FOMC), the Federal Reserve's principal monetary policymaking body.

The Federal Reserve Bank of St. Louis is one of 12 regional Reserve banks that, along with the Board of Governors, constitute the Federal Reserve System. As the nation's central bank, the Fed is responsible for conducting monetary policy, supervising banks and operating the nation's payment system.

Dr. Bullard joined the Research division of the Federal Reserve Bank of St. Louis as an economist in 1990 and attained positions of increasing responsibility. Prior to being appointed president, he was deputy director of research for monetary analysis.

A native of Forest Lake, Minn., Dr. Bullard holds a Bachelor of Science degree in quantitative methods and information systems and economics from St. Cloud State University in St. Cloud, Minn., and a doctorate in economics from Indiana University in Bloomington.

Dr. Bullard has written numerous scholarly papers published in professional journals and has been a peer reviewer for over two dozen periodicals or institutions. He has participated in over 150 conferences, symposia or lectures sponsored by foreign central banks, academic institutions and monetary policy groups around the world.

Dr. Bullard enjoys bicycling and tennis. He is married to Jane Callahan; they have two daughters.

Dennis P. Lockhart

    

                        President and Chief Executive Officer of the Federal Reserve Bank of Atlanta

 

Dennis P. Lockhart took office March 1, 2007, as the 14th president and chief executive officer of the Federal Reserve Bank of Atlanta. In this role, Lockhart is responsible for all the Bank's activities, including monetary policy, bank supervision and regulation, and payment services. In addition, he serves on the Federal Reserve's chief monetary policy body, the Federal Open Market Committee (FOMC).

From 2003 to 2007, Lockhart served on the faculty of Georgetown University's Walsh School of Foreign Service, teaching in the masters program. In this role, he chaired the program's concentrations in international business–government relations and global commerce and finance, teaching courses in international finance and investment, global business strategy, and other subjects. He also was an adjunct professor at Johns Hopkins University's School of Advanced International Studies. During this period, he was also chairman of the Small Enterprise Assistance Funds, a sponsor/operator of emerging markets venture capital/private equity funds.

From 2001 to 2003, Lockhart was managing partner at the private equity firm Zephyr Management LP, based in New York with activity in Africa and Latin America. Prior to joining Zephyr, Lockhart worked for 13 years at Heller Financial, where he served as president of Heller International Group, which had activities in commercial finance and merchant banking in Latin America, Europe, and Asia. In 2000, he served as chairman of the advisory committee of the U.S. Export-Import Bank.

From 1971 to 1988, Lockhart held various positions, both domestic and international, with Citicorp/Citibank (now Citigroup). Early in his career with Citibank, he worked in the Middle East in Lebanon, Saudi Arabia, Greece, and Iran. From 1978 to 1986, he served in Atlanta as Citicorp's senior corporate officer and head of corporate banking for the Southeast. And from 1987 to 1988, he was head of the firm's Latin American debt-to-equity swap investment program, designed to restructure sovereign debt.

Lockhart currently serves on the board of directors and executive committee of the Metro Atlanta Chamber of Commerce, on the boards of directors of St. Joseph's Health System and the World Affairs Council of Atlanta, and as a trustee of Agnes Scott College and Atlanta International School.

Lockhart was born in 1947 in Bakersfield, Calif. He earned a BA in political science and economics from Stanford University in 1968 and an MA in international economics and American foreign policy from the Johns Hopkins University School of Advanced International Studies in 1971. He also attended the Senior Executive Program at MIT, Sloan School of Management, in 1994. He served as an officer in the U.S. Marine Corps Reserve from 1968 to 1974.

The Federal Reserve Bank of Atlanta serves the Sixth Federal Reserve District, which covers Alabama, Florida, and Georgia, and parts of Louisiana, Mississippi, and Tennessee. The Bank has branches in Birmingham, Jacksonville, Miami, Nashville, and New Orleans.


Paul McCulley

    

Chairman of the Society of Fellows of the Global Interdependence Center (GIC)

Paul McCulley is Chairman of the Society of Fellows of the Global Interdependence Center (GIC), Philadelphia, Pennsylvania. The Society, founded in late 2010, is an evolving work, with its inaugural event slated for Spring 2012.

Prior to endowing the Society and becoming its first Chair, Paul was a senior partner at PIMCO, the world's premier fixed income investment advisory firm, where he was a member of the Investment Committee from its inception, manager of multi-billion dollar portfolios and founding author of the research publication, Global Central Bank Focus.

A devout Keynesian and interpreter of the work of Hyman Minsky, Paul coined the terms Minsky Moment and Shadow Banking System. While at PIMCO, he appeared regularly in the business media, including CNBC and PBS' Wealth Track. Paul was also a member of the US Treasury's Borrowing Advisory Committee (TBAC).

Mr. McCulley earned his BA from Grinnell College, Grinnell, Iowa, where he now sits on the Board of Trustees, and his MBA from Columbia University's Graduate School of Business.

In his retirement from active portfolio management, Paul spends a lot of time fishing and listening to his whiskers grow, while nurturing his family life as a father and life partner. He also pursues his philanthropic visions as President of the Morgan le Fey Dreams Foundation, which he founded and endowed in 2006.

Rudolph G. Penner

    

Institute fellow at the Urban Institute

Rudolph G. Penner is an Institute fellow at the Urban Institute and holds the Arjay and Frances Miller Chair in Public Policy. Previously, he was a managing director of the Barents Group, a KPMG Company. He was director of the Congressional Budget Office from 1983 to 1987. From 1977 to 1983, he was a resident scholar at the American Enterprise Institute. Previous posts in government include assistant director for economic policy at the Office of Management and Budget, deputy assistant secretary for economic affairs at the Department of Housing and Urban Development, and senior staff economist at the Council of Economic Advisors. Before 1975, Dr. Penner was a professor of economics at the University of Rochester.

He is past president of the National Economists Club and, in 1989, he was elected to the Board of Directors of NABE. In 2003, he received the Jesse Burkhead Award for the best article published in Public Budgeting and Finance in 2002.

John Mousseau

    

Managing Director and responsible for Cumberland Advisors’ municipal bond portfolios

John Mousseau, CFA, is a Managing Director and responsible for Cumberland Advisors’ municipal bond portfolios, overseeing management, as well as research. Mr. Mousseau has over 30 years of investment management experience. Prior to joining Cumberland Advisors, John was a Portfolio Manager and Director of Municipal Bond Investments for Lord Abbett & Company from 1993 to 2000. Before this, he served as First Vice-President and Director of Municipal Portfolio Analysis for Shearson Lehman Brothers and a predecessor firm, E.F. Hutton from 1981 to 1993.

His comments and analysis have appeared in The Bond Buyer, Barron's, The Wall Street Journal, Bloomberg, Forbes, The New York Times, The San Francisco Chronicle, and The Newark Star Ledger. In addition, he has appeared on Bloomberg Radio and Television, Reuters, and CNBC for commentary on fixed income markets.

Mr. Mousseau holds an A.B. degree in economics from Georgetown University and a M.A. degree in economics from Brown University. He is a holder of the Chartered Financial Analyst designation and a member of the Philadelphia Chapter of Business Economists. The New York Society of Securities Analysts, where he serves on the Society's High Net Worth Investors Committee, The National Federation of Municipal Analysts (NFMA) and a past chair of the Municipal Bond Buyers Conference. In addition, he has served as an instructor at the New York Institute of Finance and Bond Market Association.

Mr. Mousseau resides in Maplewood, NJ where he is active in community affairs and a board member for the local YMCA and Rotary Club.


Ron Florance

    

Senior Vice President and director of asset allocation and strategy with Wells Fargo

Mr. Florance is a senior vice president and director of asset allocation and strategy with Wells Fargo. Mr. Florance rejoined Wells Fargo in 2005, where his responsibilities include providing comprehensive strategic asset allocation, financial planning and investment management solutions for affluent and high-net-worth individuals and families. Mr. Florance has more than 20 years experience in financial services, with 15 of them in investment management.
Prior to joining Wells Fargo Private Client Services, Mr. Florance was responsible for asset allocation strategy for Bank of America and he served as a senior portfolio manager at City National Investments. In his earlier career at Wells Fargo, Mr. Florance worked for Wells Fargo/Nikko Investment advisors, and was lead portfolio manager in the strategic wealth group, after managing the quantitative equity strategies at First Interstate. Ron started his career in financial services at Wilshire Associates and as the director of index management at The Vanguard Group. Mr. Florance received his Bachelor of Arts in Applied Mathematics and Economics from Brown University. Mr. Florance was awarded a Chartered Financial Analyst® designation in 1995, and is a member of the Los Angeles Society of Financial Analysts and the Association for Investment Management and Research.

David R. Kotok

    

CIO Cumberland Advisors

David R. Kotok co-founded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. He holds a B.S. in Economics from The Wharton School of the University of Pennsylvania, an M.S. in Organizational Dynamics from The School of Arts and Sciences at the University of Pennsylvania, and a Masters in Philosophy from the University of Pennsylvania.

Mr. Kotok’s articles and financial market commentary have appeared in The New York Times, The Wall Street Journal, Barron's, and other publications. He is a frequent contributor to CNBC programs, including Morning Call, Power Lunch, Kudlow & Company, Squawk on the Street, Squawk Box Asia, and Worldwide Exchange. He co-authored Invest in Europe, Now!

Mr. Kotok currently serves as a Director and Program Chairman of the Global Interdependence Center (GIC) (www.interdependence.org), whose mission is to encourage the expansion of global dialogue and free trade in order to improve cooperation and understanding among nation states, with the goal of reducing international conflicts and improving worldwide living standards. Mr. Kotok chairs its Central Banking Series, and organized a five continent dialogue held in Philadelphia, Paris, Zambia (Livingstone), Hanoi, Singapore, Prague, Capetown, Shanghai, Hong Kong, Rome, Milan, Tallinn and Santiago, Chile. He has received the Global Citizen Award from GIC for his efforts.

Mr. Kotok is a member of the National Business Economics Issues Council (NBEIC), the National Association for Business Economics (NABE), serves on the Research Advisory Board of BCA Research, and is also a member of the Philadelphia Council for Business Economics (PCBE).

Mr. Kotok has served as a Commissioner of the Delaware River Port Authority (DRPA) and on the Treasury Transition Teams for New Jersey Governors Kean and Whitman. He has also served as a board member of the New Jersey Economic Development Authority and as Chairman of the New Jersey Casino Reinvestment Development Authority.

Mr. Kotok hosts an annual Maine fishing trip, where, it is rumored, most of   the nation’s important financial and economic decisions are actually made. 

 

Friday, July 29, 2011
The Grand View Ballroom
Snow King Resort
400 East Snow King Avenue
Jackson Hole, WY


Agenda

Directions

Registration

 

Registration: GIC Members $200 • Non-Members $300 (includes one year membership) For information on hotel accommodations at the Snow King Resort, please contact GIC at jfornito@interdependence.org

____________________________________________________________________________________________________

2010 Rocky Mountain Economic Summit & Retreat:

 

 


 

® Copyright 2010 FSBITools.com, all rights reserved. View our Privacy Policy or Terms of Use.