The IMCP organizes the Defining Markets Conferences each year for the community. The conference series focuses on major events shaping the economy, business, and markets, with the goal of helping attendees better position their portfolios and businesses.
November 14, 2024
11:30am- 2:45pm
Discovery World, 500 N. Harbor Dr., Milwaukee, WI
Lunch will be provided
Pre-Recessionary Vibes
Speaker: Doug Ramsey, CFA, CMT
Chief Investment Officer & Co-Portfolio Manager, Leuthold Group
Presentation on the recent developments in U.S. monetary and fiscal policy, and their impact on the economy and financial markets.
Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund. In addition, he is the lead writer for Leuthold’s highly regarded institutional research publications.
Prior to joining Leuthold in 2005, Doug was Chief Investment Officer at Treis Capital and a portfolio manager at Principal Global Investors. He is a Phi Beta Kappa graduate of Coe College and earned an M.A. degree in Economics from Ohio State University.
Volatility and the Markets
Speaker: Mark Shore, Director and Economist, CME Group
Dr. Mark Shore, Director and Economist, CME Group, is responsible for generating economic analysis on global financial markets by identifying emerging trends, evaluating economic factors, and forecasting their potential impact on CME Group’s various asset classes. He is also an adjunct professor at DePaul University.
He conducts educational workshops, webinars, and is frequently invited to speak at industry and academic conferences. Mark has contributed research to several global organizations.
Mark received his Doctorate in Business Administration (DBA) from DePaul University with his dissertation topic related to alternative investments. He received his MBA from the University of Chicago.
What Drives the Economy: Consumer Spending, Business Investment, or Government Stimulus?
Speaker: Dr. Mark Skousen, Doti-Spogli Endowed Chair of Free Enterprise Chapman University
Dr. Skousen introduces a new macro statistic, Gross Output (GO), which measures spending at all stages of production. Unlike GDP, it includes the value of the supply chain and will cause you to rethink what drives the economy.
Dr. Mark Skousen is “America’s Economist.” He holds the Doti-Spogli Chair of Free Enterprise at Chapman University. In 2018, he was awarded the Triple Crown in Economics. He was an economic analyst for the CIA, taught at Columbia Business School, and has written 25 books, including The Making of Modern Economics and The Maxims of Wall Street. (www.skousenbooks.com). Since 1980, he has edited Forecasts & Strategies. He also produces FreedomFest (www.freedomfest.com). Based on his work “The Structure of Production,” the federal government began publishing a more accurate measure of the economy, Gross Output (GO), every quarter along with GDP (www.grossoutput.com).
Previous programs included those below:
Presenters:
Shawn Harrison, Vice President of Communications & Investor Relations, Plexus
Xia Liu, Executive Vice President and Chief Financial Officer, Wisconsin Energy
Presenters:
John Neis, Executive Managing Director, Venture Investors LLC
Michael Rogers, Principal (retired), Ernst & Young
Pete Witte, Associate Director, U.S. Private Equity, Ernst & Young
Presenters:
Anthony Campagna, Global Director of Fundamental Research, Institutional Shareholder Services
Patricia Dörig, ESG Analyst, Institutional Shareholder Services
Presenters:
Brian Jacobsen, Senior Investment Strategist, Wells Fargo
Tobias Levkovich, Chief U.S. Equity Strategist, Citigroup
This panel answered important questions about current macro conditions and financial markets. A recording of this discussion is not available.
Past Conferences
Defining Markets Conference, September 2019
Equity Investing
Brian Hellmer, Managing Director, Public Equities, State of Wisconsin Investment Board
Matt Rose (moderator), Consultant, Alpha Investment Consulting Group
Investment Strategy
Jeff deGraaf, Chairman, Renaissance Macro Research LLC
William Delwiche, Managing Director and Investment Strategist, Robert W. Baird & Co.
Mike Roth (moderator), Founding Principal, Stark Investments
IoT: Can It Solve the U.S. Productivity Problem?
David Aho, Director of Engineering, Eaton Corp. Power Systems Division
Joe Mariani, Research Manager, Deloitte Services LP
David Vasko, Director of Advanced Technology, Rockwell Automation
Kathleen Gallagher (moderator), Pulitzer Prize Winning Journalist and Executive-in-Residence, UWM Lubar College of Business
Defining Markets Conference, January 2018
Main Issues Transforming the Global Economy & Health Care
Healthcare Panel
Kathleen Gallagher, (Moderator), Pulitzer Prize winner & Executive-in-Residence, Lubar College of Business
Mike Anderes, (Speaker), Chief Innovation & Digital Officer for Froedtert Health and President of Inception Health
Coreen Dicus-Johnson, (Speaker), President & Chief Executive Officer of Network Health
Catherine Jacobson, (Speaker), President & Chief Executive Officer of Froedtert Health
Brian Pinsker, (Speaker), Healthcare Portfolio Manager/CEO of 11:11 Capital, former head of North American Equities for Proprietary Trading Business of JP Morgan
Investment Strategy Panel
Bob Bukowski, (Moderator), Principal & Senior Consultant, Alpha Investment Consulting Group
Scott Opsal, (Speaker), Director of Equities for Leuthold Weeden Capital Management
Michael Roth, (Speaker), Founding Principal of Stark Investments
Defining Markets Conference, November 2016
Technical Analysis and the VIX as a Marketing Indicator
Speakers:
Philip J. Roth, CMT, Market Technicians Association Educational Foundation
Russell Rhoads, CFA, Director of Education, CBOE Options Institute
Kevin Spellman, CFA, David O. Nicholas Director of Investment Management (Moderator)
Defining Markets Conference, October 2015
Investment Strategy and the Next Boom
Speakers:
Dennis DeBusschere, Senior Managing Director, Portfolio Strategy, Evercore ISI
Doug Ramsey, Chief Investment Officer, The Leuthold Group
Jack Plunkett, CEO, Plunkett Research, Ltd.
Joseph Veranth, Chief Investment Officer & Portfolio Manager, Dana Investment Advisors (Moderator)
Defining Markets Conference, February 2015
Investment Strategy, Geopolitics & Strategic Surprise
Speakers:
Tobias Levkovich, Managing Director and Chief U.S. Strategist, Citigroup
Francois Trahan, Partner and Investment Strategist, Cornerstone Macro
Dr. Milo Jones, Visiting Professor, IE Business School in Madrid
Joseph Veranth, Chief Investment Officer & Portfolio Manager, Dana Investment Advisors (moderator)
Defining Markets Conference, September 2014
Business Outlook and M&A Capital Use Trends
Speakers:
Ted Crandall, Senior Vice President & CFO, Rockwell Automation
Christopher Goller, Regional President, PNC Bank
Ron Miller, Managing Director, Cleary Gull
David Westgate, CEO, Jason Industries
2024 Conference Sponsors
Arlyn Fredrick, PhD, and Jacquelyn Fredrick
Sponsorship opportunities are available!
Proceeds support Investment Management
Certificate Program student scholarships.