Speakers: Sam Stovall, CFP, Managing Director,
Sam Stovall, CFP, Managing Director, US Equity Strategist, S&P Global Market Intelligence, Equity Research
Sam Stovall is Managing Director of U.S. Equity Strategy at S&P Global Market Intelligence. He serves as analyst, publisher and communicator of S&P’s outlooks for the economy, market, and sectors. Sam is the Chairman of the S&P Investment Policy Committee, where he focuses on market history and valuations, as well as industry momentum strategies. He is the author of The Standard & Poor’s Guide to Sector Investing. In addition, Sam writes a weekly investment piece on S&P Global Market Intelligence’s MarketScope Advisor platform and his work is also found in S&P’s flagship weekly newsletter The Outlook.
Sam joined Standard & Poor’s in 1989. Prior to S&P, he served as Editor In Chief at Argus Research, an independent investment research firm in New York City.
He holds an MBA in Finance from New York University and a B.A. in History/Education from Muhlenberg College, in Allentown, PA. He is a CFP® certificant and is a Trustee of the Securities Industry Institute®, the executive development program held annually at The Wharton School of The University of Pennsylvania.
Alan Georgeson, President, British American Business Council Miami
Alan is current President of The Miami Chapter of the British-American Business Council (BABC), the largest transatlantic business network, with 22 Chapters and over 2,000 member companies based in major business centers throughout North America and the United Kingdom. Its membership includes many of the world’s largest multinationals, as well as hundreds of middle market and smaller companies.
Dave Prodger, the Miami Consul General
David Prodger took up his appointment as British Consul General in Miami in August 2014.
David has served in a number of roles, both in the UK and overseas, within the Foreign and Commonwealth Office (FCO) since joining in 1999. Prior to this he worked in the private sector as a land surveyor, project manager and business development manager.
His previous post was as Deputy Head of Security Policy in FCO London where his prime responsibility was leading UK European security policy.
David has also served as Deputy Head of Mission and Consul General at the British Embassy in Brussels, where he also led the political and public diplomacy team
The Consul General is the senior UK official in a Consulate General, which is a subordinate office to the Embassy or High Commission, usually located in another major city. The Consul General represents the UK government and is typically responsible for consular, visa and trade activities in their city or region.
Moderator: Julie Neitzel, Partner, WE Family Offices
Julie Neitzel joined the firm during 2013 and has an extensive background in the family office arena and in family wealth enterprise management.
She is the former President of Miami for GenSpring Family Offices, spending 10 years involved with many of the firm’s growth and expansion efforts given her prior role heading the national team of business development professionals.
For more than 25 years Julie has worked extensively with entrepreneurs and wealthy families in areas including the acquisition and financing of closely-held businesses, real estate portfolio acquisition and management, investment capital management, estate planning, beneficiary mentoring and education, in addition to other aspects of multi-generational planning. Her professional passion lies in helping families solve complex wealth issues.
Julie earned her MBA in Finance from American Graduate School of International Management and her Bachelor of Arts degree in International Studies from Bradley University, graduating magna cum laude. She has held many leadership roles at not-for-profit organizations supporting education, the arts and public service areas. She has been a guest lecturer and speaker on topics including women & investing, entrepreneurship, private equity investing, real estate investing and wealth challenges. Julie speaks Spanish fluently and is proficient in Portuguese given her extensive travel in Latin America.
(Thursday) 12:00 PM - 2:00 PM
Morton's The Steak House
1200 Brickell Ave, Miami, FL 33131
Miami Finance Forum
Schedule: 8:45am-9:30am- Registration, Networking, Breakfast 9:30am-10am- Key Note Speaker 10am-11:30am- 1st Panel 11:30am-12:15pm- Lunch 12:15pm-1:30pm- 2nd Panel 1:30pm-2:00pm-Closing Remarks/Closing Key Note
8:45am-9:30am– Registration, Networking, Breakfast
9:30am-10am– Key Note Speaker
10am-11:30am– 1st Panel
12:15pm-1:30pm– 2nd Panel
1:30pm-2:00pm-Closing Remarks/Closing Key Note
(Friday) 8:45 AM - 2:00 PM
1395 Brickell Ave, Miami
Miami Finance Forum