• September 12, 2019
    12:00 pm - 1:30 pm

Speaker

  • Kate Warne
    Kate Warne, Ph.D., CFA, joined the Edward Jones Research department in 1997. She became a principal with the firm in 2000 and a member of the Investment Policy Committee in 2003. Warne is the firm’s investment strategist, primarily serving U.S investors. She interprets market conditions and recommends appropriate investment strategies to aid clients in reaching their long-term financial goals. Warne holds a doctorate in economics, specializing in finance and competitive strategy, from Yale University, a master of science from the London School of Economics and a bachelor’s degree with high honors from Swarthmore College. She earned her Chartered Financial Analyst designation in 1997.

Kate Warne, PhD, CFA, Edward Jones, will discuss the investment environment, including the Edward Jones outlook for the economy, interest rates and the markets. She will provide perspective on current issues and their potential impact and provide some recommendations for how investors can positition themselves for the road ahead. (more…)


  • June 3, 2019
    11:00 am - 1:30 pm

Speaker

  • Tom Barkin
    Tom Barkin is the president and chief executive officer of the Richmond Fed. He joined the Richmond Fed in January 2018. In this role, he is responsible for the Bank’s monetary policy, bank supervision and regulation, and payment services as well as oversight of the Federal Reserve System’s information technology organization. Barkin served as a voting member in 2018 on the Federal Reserve’s chief monetary policy body, the Federal Open Market Committee. Prior to joining the Richmond Fed, Barkin was a senior partner and chief financial officer at McKinsey & Company, a worldwide management consulting firm. Barkin oversaw McKinsey’s offices in the southern United States and provided strategic counsel to a diverse portfolio of clients. Barkin also served on the board of directors for the Federal Reserve Bank of Atlanta from 2009 to 2014 and was the board’s chairman from 2013 to 2014. Barkin is a member of the Emory University Board of Trustees and the Greater Washington Partnership. Barkin earned his bachelor’s, master’s and law degrees from Harvard University.

Pres. Barkin will share his perspective and discuss critical levers for long-term economic growth.


  • May 7, 2019
    12:00 pm - 1:30 pm

Speaker

  • Mark Vitner
    Mark Vitner is a managing director and senior economist at Wells Fargo Securities, LLC, where he is responsible for tracking U.S. and regional economic trends. Based in Charlotte, North Carolina, he also writes for the company’s Monthly Economic Outlook report and the Weekly Economic & Financial Commentary, provides regular updates on the housing markets, commercial real estate, regional economies, consumer spending, and issues impacting small business. Mark joined a Wells Fargo predecessor institution in 1993. Before that, he spent nine years as an economist for Barnett Banks in Jacksonville, Florida. His commentary has been featured in the New York Times, The Wall Street Journal, Bloomberg, and many other publications. Originally from Atlanta, Mark earned a B.B.A. in economics from the University of Georgia and an M.B.A. from the University of North Florida. He has completed further graduate work in economics at the University of Florida ,and has also completed the National Association for Business Economics (NABE) Advanced Training in Economics program at Carnegie Mellon University. Mark is a member of NABE and its inaugural Certified Business Economist class. He is a past president and co-founder of the NABE Charlotte chapter, The Charlotte Economics Club. He currently chairs the Foundation for the Charlotte Jewish Community and serves as a distinguished lecturer and practitioner at the University of Georgia. He is a member of the American Economic Association and the Western Economic Association. He also chaired the Economic Advisory Council for the California Chamber of Commerce for three years. He is a member of the Blue Chip economic forecasting panel and the Western Blue Chip forecasts panel, and he serves on the Joint Advisory Board of Economists for the Commonwealth of Virginia.

  • April 9, 2019
    12:00 pm - 1:30 pm

Speaker

  • Jonathan Smoke
    Smoke leads Cox Automotive’s economic industry insights team, which leverages data to expand Cox Automotive’s deep expertise in all aspects of the automotive industry. The industry insights team tracks new and used vehicle sales, supply, prices, retail and fleet demand, consumer credit and auto financing, and dealer sentiment to understand the key trends impacting both the wholesale and retail markets for vehicles informed by the proprietary data from all of the company’s businesses and platforms including Manheim, Autotrader, Kelley Blue Book, and Dealertrack. For more than 23 years, Smoke has focused on translating data and trends into relevant, actionable insights for the industries that represent the biggest purchases that consumers make in their lifetimes: real estate and automotive. Prior to joining Cox Automotive, Smoke served as Realtor.com’s chief economist. Before that, he was the chief economist for Hanley Wood, a media and market intelligence company, and also served in a variety of roles at Beazer Homes, including senior vice president of strategy and innovation. Smoke is an executive member of the board for the Atlanta Economics Club and an active member of the Harvard Industrial Economists and the National Association of Business Economists. He has spoken at major industry conferences such as the NADA and NIADA conventions, Automotive News World Congress, and Used Car Week. His views on the economy and the auto industry are featured regularly in industry and national news outlets such as Automotive News, Auto Remarketing, The Wall Street Journal, USA Today, Bloomberg, and CNBC. Follow him on Twitter @SmokeonCars to keep up with the latest industry insights. Smoke holds a bachelor’s degree in economics and religious studies from Rhodes College and a master’s degree in business from The University of Texas at Austin.

  • March 19, 2019
    12:00 pm - 1:30 pm

Speaker

  • Dr. Catherine Mann
    Dr. Catherine L. Mann is the Global Chief Economist at Citibank since February 2018 where she is responsible for thought leadership, research guidance of a global team of economists, and cross-fertilization of research across macroeconomics, fixed-income, and equities. Prior to this position, she was Chief Economist at the OECD, where she also was Director of the Economics Department and was Finance Deputy to the G20 (2014-2017). Prior to the OECD, she held the Barbara '54 and Richard M. Rosenberg Professor of Global Finance at the International Business School, Brandeis University, where she also directed the Rosenberg Institute of Global Finance (2006-2014). She spent 20-plus years in Washington, DC (1984-2006) where her positions included Senior Fellow at the Peter G. Peterson Institute for International Economics; Economist, Senior Economist, and Assistant Director in the International Finance Division at the Federal Reserve Board of Governors; Senior International Economist on the President's Council of Economic Advisers; and Adviser to the Chief Economist at the World Bank. Dr. Mann received her PhD in Economics from the Massachusetts Institute of Technology and her undergraduate degree is from Harvard University. In research, Dr. Mann’s work has addressed the US trade deficit, international capital flows, and the dollar; and a global-markets perspective on information technology, services trade, and employment dynamics. Her research guidance at the OECD focused on macro and structural policies for globalization, productivity, and financial crises considered through the lens of different income groups, firms of different sizes and sectoral characteristics, and regional exposures and disparities. Her research guidance at Citi focuses on the interaction between financial market decision-making and real-side consumer and business investment decision-making using a global lens, and both macro top-down and micro bottom-up analysis that draws on the detailed data and capabilities of Citi’s global research teams. Her published work includes Is the US Trade Deficit Sustainable? (1999), Global Electronic Commerce: A Policy Primer (2000), Accelerating the Globalization of America: The Role for Information Technology (2006) and notable articles including: “Managing Exchange Rates: Evidence of Global Re-balancing or Global Co-dependency?” Business Economics (2004) and “Perspectives on the US Current Account Deficit and Sustainability,” Journal of Economic Perspectives (2002). “Assessing the Potential Benefit of Trade Facilitation: A Global Perspective,” World Economy (2005), “The US Current Account, New Economy Services, and Implications for Sustainability,” Review of International Economics (2004), and “Has Quantitative Easing Affected the U.S. Treasury Auction Market?,” Atlantic Economic Journal (2014) . She has authored or co-authored seven books, 60-plus articles, and numerous shorter pieces and testimony. She frequently appears on Bloomberg, CNBC, and public broadcasting, and has been quoted in Businessweek and The Economist among other media and publications. She has delivered key-note speeches and engaged in consulting projects on technology, and macro and structural policy in numerous countries ranging from China, Vietnam, Tunisia, South Africa, and Brazil, to Australia, Finland, France, and Germany, among others.

  • January 10, 2019
    January 10, 2019
    12:00 pm - 1:30 pm

Speaker

  • John Williams
    John D. Williams has been President, Chief Executive Officer of Domtar since January 2009. He is also member of the Board of Directors. Mr. Williams has over 30 years of experience in both consumer products and packaging. He began his career in consumer product sales in 1976, gaining insight into key market dynamics in the U.K. and the U.S. Prior to joining Domtar, he was President of SCA Packaging Europe. Mr. Williams is Lead Independent Director of the Board of Directors of Owens Corning (NYSE: OC); a Director of Form Technologies, Inc., a privately-held leading global group of precision component manufacturers based in Charlotte, North Carolina, the Chair of the advisory board of the Stern Center for Sustainable Business at New York University; the past Chairman of the Paper and Packaging Board (the Paper Check-off); and the past Chairman of the Board for the American Forest & Paper Association (AF&PA). In 2010, he was named North American CEO of the Year by RISI as well as Global CEO of the Year by Pulp & Paper International (PPI). Mr. Williams was named “Executive Papermaker of the Year” for 2012 by PaperAge Magazine. He also serves on the boards of the British-American Business Council of North Carolina, which promotes trade and investment between the state and the United Kingdom, and the nonprofit Camp Blue Skies Foundation, which is dedicated to enhancing the lives of adults with intellectual disabilities. SUBJECT FOR JANUARY MEETING January 10, 2019 The Charlotte Economics Club “The Limits of Regulatory Reform: The hidden costs and risks of shadow regulation” At January’s program, John D. Williams, President and CEO of Domtar, will address the growing influence of de facto regulation, the costs and risks it presents to corporations and advocacy organizations alike, and why the goal of “transparency” needs to become a two-way lens.

At January’s program, John D. Williams, President and CEO of Domtar, will address the growing influence of de facto regulation, the costs and risks it presents to corporations and advocacy organizations alike, and why the goal of “transparency” needs to become a two-way lens.

At January’s program, John D. Williams, President and CEO of Domtar, will address the growing influence of de facto regulation, the costs and risks it presents to corporations and advocacy organizations alike, and why the goal of “transparency” needs to become a two-way lens.


  • CEC December Luncheon
    December 11, 2018
    12:00 pm - 1:30 pm

Speaker

  • Michelle Meyer
    Michelle Meyer is a managing director and head of US economics at BofA Merrill Lynch Global Research. Based in New York, she provides timely analysis of economic data and Federal Reserve policy announcements to the sales force and traders. She is responsible for providing the firm’s US economic forecasts, including the outlook for GDP, inflation and Federal Reserve policy. Meyer’s broad research interest include macroeconomics, public policy and the housing market. Prior to joining BofA Merrill Lynch Global Research in May 2010, Meyer was a senior US economist at Barclays Capital and she started her career on the US economics team at Lehman Brothers. While at Lehman Brothers, she developed a strong following for her housing outlook, warning about the risks of excess in the housing market. Then in 2012, she called the turn higher in home prices. Meyer earned a bachelor’s degree (magna cum laude) and a master’s degree, both in economics, at Boston University. Meyer and team have earned the #2 spot in Economics by the Institutional Investor All America Fixed-Income Research Survey in 2017. She was named by Forbes Magazine as one of 30 under 30 in finance in 2011 and a Rising Star by the Women’s Forum for Economy and Society in 2012. Meyer is a member of the Economics Club of New York. She is a frequent commentator on news media outlets, including CNBC and Bloomberg TV, and is often cited in print and online media.

Join the Charlotte Economics Club for the final meeting for 2018. Michelle Meyer is a managing director and head of US economics at BofA Merrill Lynch Global Research. She will be providing us with an Economic Outlook into 2019.