Join us on September 12, 2024 for OptimumBank's Virtual Banking Conference hosted by Florida Atlantic University. This complimentary webcast will feature insights from top experts in finance, macroeconomics, and banking—a must-watch for every discerning investor.
The OptimumBank team, in collaboration with Nasdaq, S&P Global, and Florida Atlantic University, has gathered the finance industry's most sought-after speakers and leaders. Join us for opening remarks from John Kasich, former Ohio Governor and the only Chair of the US House of Representatives Budget Committee to balance the federal budget in the last 50 years. Afterward, hear two panel discussions on some of the most relevant topics in today's investing landscape. Lastly, closing comments will be delivered by former FDIC Chair Sheila Bair, credited with navigating the FDIC through the depths of the Global Financial Crisis of 2008.
Scroll down to view the speakers and the virtual conference agenda.
The Conference
Speakers
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President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets.
Jim appears regularly on CNBC, Bloomberg and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Prior to joining Arbor and Bianco Research, Jim was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).
JIM BIANCO
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Sheila Bair has had a long and distinguished career in government, academia, and finance. Twice named by Forbes Magazine as the second most powerful woman in the world, she is perhaps best known as Chair of the Federal Deposit Insurance Corporation (FDIC) from 2006 to 2011, when she steered the agency through the worst financial crisis since the Great Depression. For her efforts to protect bank depositors and homeowners during the crisis, she received the Kennedy Library's Profiles In Courage Award, and was named the "little guy's protector in chief" by Time Magazine.
A former finance professor and college president, Ms. Bair has been nationally recognized for her innovative initiatives to make college more accessible and affordable.
She is a frequent commentator and op-ed contributor on financial regulation and the student debt crisis, as well as author of the NY Times Best Seller, Bull by the Horns, her 2012 memoir of the financial crisis. She is also author of Albert Whitman’s Money Tales series for young people. https://www.moneytalesbooks.com
Ms. Bair currently serves on the board of Bunge Ltd, as Deputy Chair and Chair of the Corporate Governance and Nominations Committee, and Lion Electric, as Chair of the Nominations and Governance Committee. She is also a member of the International Advisory Board to the Santander Group. Her past corporate boards include Fannie Mae, where she served as the first woman Chair; Thomson Reuters, where she chaired the Risk Committee; and Host Hotels. She is a founding director of the Volcker Alliance, established by former Federal Reserve Board Chair Paul Volcker to build trust in government. She continues her work on financial regulation and stability as the founding chair of the Systemic Risk Council, and as a Senior Fellow at the Center for Financial Stability. She serves as Senior Advisor to the Peter G. Peterson Foundation on its Student Debt Smarter initiative to promote transparency in the student debt system. She is also a trustee of the prestigious Economists for Peace and Security.
SHEILA BAIR
ALBERT E. DOTSON, JR.
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Albert E. Dotson, Jr. serves as CEO and Managing Partner of commercial law firm Bilzin Sumberg, where he handles federal and local government procurement contracts and compliance for a wide array of clients. He also represents real estate developers in securing land use, zoning and other government approvals and permits for large-scale real estate developments.
Al is nationally recognized for his work on government contracts and public-private partnerships (P3). As head of Bilzin Sumberg’s P3 team, he has led the firm’s engagement on various multi-billion dollar public-private partnerships in Florida, including rail and transit facilities, airports, marinas, sports facilities, convention centers, healthcare/life sciences facilities, educational institutions, water and sewer facilities, parking structures, and various other infrastructure developments.
Committed to serving the local community and passionate about public service, Al is an active member of the boards of 100 Black Men of America, Miami-Dade Beacon Council, and The Orange Bowl Committee, and is a Trustee of United Way Miami.
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Dr. Cole is the Lynn Eminent Scholar Chaired Professor of Finance in the College of Business at Florida Atlantic University in Boca Raton, FL. Previously, he has taught at DePaul University in Chicago, the University of New South Wales in Sydney and the University of Auckland in New Zealand. He received his PhD in Business Administration from the University of North Carolina in 1988, after which he spent ten years working as a financial economist in the Federal Reserve System.
Dr. Cole is a special advisor to the Asian Development Bank, the International Monetary Fund, the World Bank and other non-governmental organizations, providing training and technical assistance to central banks around the world in more than 60 countries.
Dr. Cole has published peer-reviewed articles in top academic journals that include the Journal of Finance, the Journal of Financial Economics, the Journal of Financial & Quantitative Analysis, the Journal of Financial Intermediation, the Journal of Corporate Finance, the Journal of Banking & Finance, the Journal of Real Estate Finance and Economics and Real Estate Economics. His primary areas of research are commercial banking, commercial real estate, corporate governance, entrepreneurship, and financial institutions. Many of his papers use sophisticated survival models to analyze the factors explaining the failures of banks and small businesses.
According to Google Scholar, his works have been cited by other scholars almost 14,000 times. According to Web of Science, his works have been cited more than 3,000 times. Most of his research papers are available for download from his webpages at http://www.rebelcole.com.
Dr. Cole is a frequent commentator in the financial press. He has been quoted in, or appeared on: Accounting Today, the American Banker, the Bloomberg Businessweek, CNN Money, the Financial Times, Fox Business News, the Huffington Post, the New York Times, National Public Radio, the PBS Nightly Business Report, the Street.com, the Voice of America, the Wall Street Journal, the Washington Post and Yahoo Finance.
DR. REBEL COLE
TAVI COSTA
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Otavio (“Tavi”) Costa is a Member and Macro Strategist at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat’s macro models as part of our thematic investment process. His research has been featured in financial publications such as Bloomberg, The Wall Street Journal, Reuters, Yahoo Finance, Real Vision, and others. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.
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Nathan Stovall is the director of the financial institutions research team for S&P Global Market Intelligence, which is responsible for data-driven news and research focused on banks and insurers. Nathan has more than 20 years of experience covering the financial institutions sector, with a focus on U.S. banks.
He is the author of the banking blog, Street Talk, and host of the podcast by the same name. He publishes quarterly outlooks for the U.S. banking industry as well as a separate outlook focused exclusively on U.S. community banks.
During his tenure, he has regularly covered and participated on the conference circuit as a speaker and moderator of panels and webinars focused on major issues facing banks. He has been quoted in a number of trade publications and the national press, including The Wall Street Journal, The New York Times, The Financial Times, The Economist and has appeared on CNBC, Yahoo Finance, Fox Business News and NPR's Planet Money.
Nathan holds a Bachelor of Arts degrees from Washington & Lee University, where he majored in business journalism.
NATHAN STOVALL
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Two-term former Ohio Governor John R. Kasich is a politician, a New York Times best- selling author, a contributor for MSNBC and NBC News, and ultimately an American citizen who believes that unity is the answer to our most common problems.
Governor Kasich closed an $8 billion budget shortfall without a tax increase, reduced taxes by $5 billion and created an improved business climate that led to the creation of more than 500,000 new jobs in the Buckeye State.
Under his tenure, Ohio budget reserves grew from 89 cents to $2.7 billion.
The Governor was a leading voice in promoting bipartisan solutions to health care reform, immigration and international trade. He has been one of the few Republicans to advocate for Medicaid’s expansion.
Kasich has had a storied career in both the public and private sectors. He served as a member of Congress from central Ohio for 18 years. He was elected to the U.S. House at just 30 years old, after having become the youngest state senator in Ohio history. He went on to become the chairman of the House Budget Committee and balanced the Federal Budget four times — a feat not accomplished since. After leaving Congress in 2000, Kasich worked as a managing director in the Investment Banking Division of Lehman Brothers, where he helped companies secure the resources they needed to succeed and create jobs. He undertook a high- profle run for President in 2016, ultimately earning 154 delegates and shifting the tenor of debate from negative personal attacks to one of "light and hope." He was the final major challenger to Donald Trump for the Republican nomination.
Following his second term as Governor of Ohio, he became the founder and CEO of The Kasich Company. The Kasich Company draws on high profle and high- pressure decision-making experiences in government, private sector, media and politics to provide direct, timely advice and strategy that is specifically designed with your success in mind.
THE HONORABLE JOHN KASICH
DANIEL LACALLE
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Economist and fund manager as well as author of four economy and energy best-sellers. Married with three children, lived in London between 2004 and 2016 and currently resides in Madrid.
Previous member of the board and strategy advisor of various global companies (Lonestar Resources, Oro Negro), voted for five consecutive years Top Buyside professional at the Thomson Reuters Extel Survey, in General Strategy, Oil and Gas and Utilities.
Economist by degree (Universidad Autónoma de Madrid), PhD in Economics (UCV, 2016), hold the CIIA title (Certified International Investment Analyst), a master’s degree in Economy Investigation (UCV) and post-graduate degree with IESE (Universidad de Navarra).
Author of "Life In The Financial Markets" (Wiley 2014), "The Energy World Is Flat" (Wiley, 2014), “Escape From The Central Bank Trap” (Business Expert Press, 2016) and “Freedom or Equality” (PostHill Press, 2020). I collaborate regularly with CNBC, BBC, Bloomberg TV, NTD News, Epoch Times, Mises and Zero Hedge.
Given lectures and classes at Instituto de Empresa (2014-22), London School of Economics (2013, 2014), AFI (2012) and MEMFI master by UNED (2013, 2014 and 2015).
PHIL MACINTOSH
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Phil Macintosh manages Nasdaq’s microeconomic research to encourage capital formation and increase investor returns through better market structure. His weekly newsletter, Market Makers, is read by more than 55,000 subscribers and covers topics ranging from IPO markets, ETF trading, retail investor activity, why Nasdaq has the best markets, and more.
Phil’s ability to simplify the complicated and explain what the economic data really means is highly regarded. He is frequently a featured speaker at conferences and often speaks with the media on macroeconomic themes and outlooks.
Phil joined Nasdaq in 2018, bringing over 30 years of financial, operational and trading experience. He has held senior trading and research roles at KCG/Virtu Financial, Credit Suisse and County Investment Management. He started his career at KPMG and is also a Chartered Accountant.
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David Rosenberg is the president and chief economist and strategist of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions.
Prior to Rosenberg Research, David was chief economist and strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was chief North American economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was chief economist and strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Woods survey of Canadian economists for 10 years in a row.
Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in economics from the University of Toronto.
DAVID ROSENBERG
GARETH SOLOWAY
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Chief Market Strategist Gareth Soloway has been an avid swing and day trader since his days at Binghamton University where he studied Economics. After college, Gareth quickly excelled as a financial adviser but his heart was always in swing and day trading. He had this long standing belief that he could help investors make more money by advising them on shorter term investments (holding a stock for days to weeks) than the buy and hold crowd who lost 50% of their money during every market collapse. “Why not profit during the bear markets just like the bull markets”, he said. While helping others gain financial independence during the day, he spent his nights studying charts and price action, developing a unique market trading system that put his profits on a rocket ship. Some nights he would barely sleep when he found a new technique that was proven, once back-tested.
After building his personal wealth through trading in 2004, he left the financial industry to trade his own money and continue to study charts and technical signals. This is when he met Nicholas Santiago. The two top traders spent days trading stocks/futures together and nights putting their collective brain power into pure genius that would become the PPT Methodology.
InTheMoneyStocks was launched in 2007 once the PPT Methodology was perfected. Gareth’s goal was to help average investors beat the best hedge funds and traders on Wall Street by teaching them the methodology and giving them his trades as he took them LIVE!
Since 2007, Chief Market Strategist Gareth Soloway has maintained an over 80% success rate on swing trade alerts (verified 300+ trades per year) given to members in Verified Investing Alerts and a verified 94% success rate on day trades in the Live Day Trading Room. He has given lectures at colleges, is invited regularly to speak at the largest financial media outlets, trains hedge fund traders and taught thousands of investors around the world how to invest and trade profitably; achieving their dreams of financial independence. He lives life to the fullest and puts his heart and soul into teaching those willing to learn his winning PPT Trading Methodology.
MANDEEP TRIVEDI
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Mandeep Trivedi is the firm's managing partner for the Forensics, Litigation, and Valuation Services Practice. As the leader of the FLVS team, she brings more than 20 years of experience to complex business valuations and financial analysis. She works with clients in a diverse range of industry verticals, including hedge funds and other alternative investment vehicles, technology, software development and licensing, entertainment, construction, staffing, hospitality and restaurants, and medical and dental practices, as well as a broad variety of service, manufacturing, and wholesale distribution companies.
Leading the firm’s Forensics, Litigation, and Valuation Services Practice, Mandeep manages the preparation and delivery of top-quality valuations of businesses, private equity, professional practices, and income-generating assets such as derivatives, intellectual property such as music and literary catalogues, and other complex securities. In the area of valuation and economic damages measurement, she helps clients address a variety of matters, including financial reporting compliance, mergers and acquisitions, estate and gift tax planning, corporate financial planning, shareholder actions, matrimonial actions, commercial damages, and other economic damages.
Mandeep is qualified as an expert witness before the Supreme Court of the State of New York. She testified before the September 11th Victim Compensation Fund regarding the economic damages suffered as a result of a wrongful death of a New York City firefighter during the September 11, 2001 terrorist attack, among other testimony.
Prior to joining Citrin Cooperman, Mandeep was a public equity analyst and financial advisor to high net worth clients.
Agenda
September 12, 2024
9:00 AM to Noon
Opening Remarks
The Honorable John Kasich
FIRST PANEL
Navigating Global Economic Trends: Risks, Opportunities, and Banking Insights
Panelists: Daniel Lacalle, Phil Mackintosh, David Rosenberg, Gareth Soloway
Moderator: Mandeep Trivedi
SECOND PANEL
Inflation Impact: Aligning Monetary Policy with Banking Investment Strategies
Panelists: Jim Bianco, Rebel Cole, Tavi Costa, Nathan Stovall