A Global Macro Perspective 2017 for Family Offices and Funds

Hosted by FLAIA

https://flaia2020.s3.amazonaws.com/wp-content/uploads/2016/09/01083119/globalmacro2017.jpg

 

The Florida Alternative Investment Association, which was formed in 2007, is an exclusive not-for-profit trade association, dedicated to informing and uniting the growing population of Florida’s alternative investment cluster. Its goals include connecting alternative investment fund managers, investors, service providers and community members. The group also aims to establish Florida’s brand as an internationally leading center for Alternative Investment Management.

The main goal of the conference is to give participants a snapshot of the prospective Macro-Economic Scene worldwide for next year. The topics will include: global macro trends, geo-politics and macroeconomic events to better help you prepare for 2017.

The conference is taking place on November 29th, 2016 from 12-7pm at the Epic Hotel in Downtown Miami. Address is 270 Biscayne Blvd Way, Miami, FL 33131.  

“By the time the discussion starts, the nation and world will know who will occupy the White House over the next four years,” Corcelli said. “Less certain will be the road to tax reform, changes in entitlement programs, long-term fiscal policy and security.”

On the global macro panel, the discussion will be focused on the reemergence of “divergence” in global monetary policy and economic outlook; dominant investment themes and trade.

Experts will also discuss developments and outlook for sustainable investing across asset classes, with a major focus on real estate and sustainable infrastructure.

Cyber security threats against the private and public sectors will be the event’s final discussion agenda topic.

FLAIA is hosting the event in conjunction with Art Basel, North America’s most comprehensive international contemporary art fair, with 267 galleries from 31 countries showcasing works by over 4,000 artists. 

The event will be an opportunity to network with Principals of family offices and funds. Lunch, hors d’oeuvres and cocktails will be served. The cocktail reception is being sponsored by Greenberg Traurig and will begin at 5pm on the 44th floor of the Wells Fargo building across the street from the Epic Hotel.

Speakers will include a number of leading players from the public and private sectors, including decision makers from the Alternative Investment world.

They are:

–Bradley Belt, a former executive director of the Pension Benefit Guaranty Corporation (PBGC) of the United States, is vice chairman of Orchard Global Asset Management. He is an expert on retirement security and its impact on financial markets and the economy. He also serves as the CEO for Palisades Capital and was a managing director for the Milken Institute. He holds a law degree from Georgetown University and a bachelor’s in business administration from the University of Nebraska.

–Michael Tanner, senior fellow at the Cato Institute, heads research into a variety of domestic policies with an emphasis on poverty and social welfare policy, health care reform and Social Security. Under Tanner’s direction, Cato launched the Project on Social Security Choice, which is widely considered the leading impetus for transforming the system into a private savings program. Tanner is the author of numerous books on public policy, including, “Going for Broke: Deficits, Debt and the Entitlement Crisis.” He writes a weekly column for National Review Online.

–Keith McCullough, founder and CEO of Hedgeye Risk Management of Stamford, Connecticut. Prior to founding Hedgeye in 2008, he built a successful track record as a hedge fund manager at Carlyle-Blue Wave Partners, Magnetar Capital, Falconhenge Partners, and Dawson-Herman Capital Management. A regular market guest on financial TV and radio including CNN and Fox Business, as well as a contributor for CNBC and Bloomberg, he is the author of “Diary of a Hedge Fund Manager.” He holds an economics degree from Yale University.

Matthew Luzzetti is a senior economist at Deutsche Bank. Previously, he served as a research analyst at the Federal Reserve Bank in Philadelphia and as an Economics Assistant at the U.S. Treasury’s Office of Financial Research. He holds degrees from the University of California at Los Angeles and Villanova University in Philadelphia.

Neil Howe, a prominent demographer at Hedgeye, is a renowned authority on generations and social change in America. An acclaimed bestselling author and speaker, he is the nation’s leading thinker on today’s generations—who they are, what motivates them, and how they will shape America’s future. A historian, economist, and demographer, Howe is also a recognized authority on global aging, long-term fiscal policy, and migration. He is a senior associate to the Center for Strategic and International Studies (CSIS) in Washington, D.C., where he helps direct the CSIS Global Aging Initiative. Howe received his B.A. at the University of California-Berkeley and holds graduate degrees in economics and history from Yale University.

–Teo Babun, is the founder of BG Consultants of Miami, which advises companies on the potential of a future free market in Cuba. Born in Cuba, he and his family were expelled from the Communist nation after their assets were confiscated shortly after the Castro revolution. A trained engineer, he holds bachelor’s degrees from Michigan Technological University.

–Steven Menna is national segment hedge fund leader at KPMG and a partner in the firm’s Dallas office. He works with both domestic and international clients within the hedge fund, private equity and venture capital sectors, as well as with the firm’s funds of funds clients. He also leads KPMG’s Alternative Investments practice in Dallas. Menna has extensive experience with fair valuation of various derivative products, including swaps, futures, forwards, securities lending, reverse repurchase agreements, debt and equity securities, and private equity and venture capital investments. A graduate of the State University of New York at New Paltz, he holds degrees in accounting and business administration.

–Burton Weinstein is a co-founder and managing partner at Cedarview Capital Management, L.P. which started in 2004.Weinstein served as a director of Plures Technologies, Inc. from April 2013 to April 2014. He earned an MBA in finance from New York University and a Bachelor of Science in Accounting from Yeshiva University.

–Theresa Gusman is founder and CEO of Endurance LLC of New York, a sustainability performance consultancy that works with corporate leaders, asset owners and investment professionals. A veteran of more than 20 years in the asset and wealth management fields, she is a past managing director at Deutsche Bank and Scudder. She serves on the board of trustees of the Securities Industry Institute and holds an economics degree from Stony Brook University in New York.

–J. Paul Haynes is CEO of eSentire, a cybersecurity company based in Cambridge, Ontario, Canada. His business acumen, in-depth understanding of technology and strong leadership has made him a respected and reliable voice on the topic of cybersecurity in North America and Europe. He holds both a B.Sc. and M.Sc. in Engineering from the University of Guelph in Ontario.

–Meyer Ben-Reuven is the founder and current CEO of Chelsea Technologies, which was launched in 1990 to provide customized, state-of-the-art IT programs and support to the financial services community. He began his career in 1987, when he worked for Chase Manhattan Bank as a member of its trading room redevelopment team. While at Chase, he built and implemented applications to support a number of technology infrastructure initiatives. He is a graduate of New York University with a Bachelor of Science degree in mathematics and computer science.

ABOUT FLAIA

Formed in 2007, the Florida Alternative Investment Association is an exclusive not-for-profit trade association, dedicated to informing and uniting the growing population of Florida’s Alternative Investment cluster. FLAIA’s mission spans a broad-range of areas including Community Building, Education, Branding, Capital Attraction, Business Attraction, and Policy Optimization. For more information, visit http://www.new.blog.flaia.org/main/

    Author

    • Michael Corcelli

      Title
      Managing Member
      @
      Company
      Role
      author

      Mr. Corcelli is the Founder & Chairman of the FLAIA and has played a critical role in stablishing the vision and building the management team for the FLAIA. In addition to his work with the FLAIA, he is a Managing Partner at Alexander Alternative Capital, LLC based in Miami. Prior to joining Alexander Alternative Capital, Michael worked for UBS AG where he was responsible for portfolio management and tactical asset allocation for private clients of UBS Global Wealth Management & Business Banking. Michael holds a Bachelor of Science degree from the University of Miami where he studied Business with a focus in Finance.

    About

    FLAIA

    FLAIA is an open access platform of alternative investments for institutions, wealth advisors, family offices, RIAs, and accredited investors. General Partners gain access to a vertically integrated digital & traditional fintech marketplace. Investors gain access to special opportunities, educational webcasts and digital events. All of our digital events, educational content and alternative investment opportunities are available in one place under a single sign on.