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PROGRAM Thriving Within the New Economic Cycle FINANCE – ENERGY – BUSINESS STRATEGY April 4, 2011 Palm Beach County Convention Center www.pbstrategicforum.com THE INTERNATIONAL ECONOMIC FORUM OF THE AMERICAS PLATINUM SPONSORS
Transcript

PROGRAM

Thriving Within theNew Economic CycleFINANCE – ENERGY – BUSINESS STRATEGY

April 4, 2011Palm Beach County Convention Center

www.pbstrategicforum.com

THEINTERNATIONALECONOMIC FORUMOF THE AMERICAS

PLATINUM SPONSORS

2

Sponsors

GOLD

PLATINUM

SILVER

MEDIA

PRESENTED BY

FAMILY JEWELERS SINCE 1954

MONTRÉAL - PALM BEACH

WORKFORCE DEVELOPMENT PARTNER

www.pbcalliance.com

THEINTERNATIONALECONOMIC FORUMOF THE AMERICAS

3

The first edition of the Palm Beach Strategic Forum will reflect on how

private and public companies, entrepreneurs and governments can con-

tribute, within the context of an uncertain recovery, to the development of

strategic sectors of the economy. Competition for world markets is greater

than ever and our ability to compete internationally increasingly affects our

standards of living. At the same time, the business world requires man-

agers to manoeuvre within a highly complex and uncertain environment. What business mod-

els are best suited to thrive within this new economic environment? Are governments on the

right track in the shift to austerity? Can international trade still contribute to wealth creation for

local businesses? How can the U.S. energy sector play a key role in a sustainable recovery?

Against the background of this period of potentially profound economic change, the objec-

tives of this first Palm Beach Strategic Forum are threefold:

1.To provide a realistic and comprehensive portrait of today’s and tomorrow’s

international economy: What are the new rules of the game in terms of finance and

innovation?

2.To provide participants with strategic information on how to succeed in the changing

international marketplace: How can businesses take advantage of these new rules?

3.To provoke productive thinking on the part of participants by focusing discussions on

finance and innovation.

I wish to thank our partners and sponsors, who made this Forum possible. Enjoy the con-

ference and we look forward to welcoming you again next year.

Sincerely,

Message from the President and Chief Executive Officer

Nicholas RémillardPresident and Chief ExecutiveOfficer

THEINTERNATIONALECONOMIC FORUMOF THE AMERICAS

4

Monday, April 4FINANCE – ENERGY – BUSINESS STRATEGY

7:30

SESSION 1 (BALLROOM BC)Taking Advantage of Trends in the Global MarketCertain persistent factors, including an unemployment rate hovering around 9% and its associ-ated negative impact on consumer spending, impede prospects for a self-sustaining and long-term economic recovery. In this context, identifying investment and business opportunities is anincreasingly complex task. Where should businesses and investors turn for stable profits andROIs? Should they worry about inflation? Do emerging markets represent a viable place to investin the long run?

Chair Martin Cass, Managing Director, Alpern Rosenthal

Speakers George LeMieux, Former U.S. Senator, Florida

Nicholas P. Sargen, Senior Vice President and Chief Investment Officer, Western & Southern Financial Group

Jim Adams, Vice President for the East Asia and Pacific Region, The World Bank

Hisham El Sherif, Chairman, Nile Capital (Egypt)

Concludingremarks Rex B. Kirby, President and General Manager, Southeast Region,

Suffolk Construction Company, Inc.

10:30

WORDS OF WELCOME (BALLROOM BC)Gil Rémillard, Founding Chairman, International Economic Forum of the Americas

Jonathan Spector, President and CEO, The Conference Board Inc.

8:30

OPENING PLENARY SESSION (BALLROOM BC)Understanding the New Economic Cycle: What Has Changed? The financial crisis has altered the economic landscape in the U.S. and the rest of the world.Businesses as well as governments and civil society are wondering what the next driver of theeconomy will be. What has changed? Which economic indicators should we be looking at? Isthere a new governance model for the financial sector? How will rising interest rates impact theeconomy? What kind of economic policy can we expect from Washington?

Chair William Berger, Palm Beach County Managing Shareholder, Greenspoon Marder

Opening keynotespeech Dennis P. Lockhart, President and Chief Executive Officer, Federal Reserve Bank of Atlanta

Speakers Warren Jestin, Senior Vice President and Chief Economist, Scotiabank

Mthuli Ncube, Chief Economist and Vice President, African Development Bank Group

Susan Lund, Director of Research, McKinsey Global Institute

Concludingremarks Douglas E. Turnbull, Deputy Chairman, TD Securities Inc.

9:00

REGISTRATIONBreakfast offered by Allied Energy

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SESSION 2 (BALLROOM BC)Sustainable Recovery and the Energy Question: Meeting Energy Demand in the 21st Century The global energy market faces a surging demand, due to the rapid development underway inemerging economies. In this context, the stability of energy prices constitutes a key factor in asustainable economic recovery. How can public and private investments in renewable energy-supply technologies contribute to both job creation and a significant increase in energy outputfrom the U.S.? Why has China overtaken the U.S. as a leader in the clean energy sector? Whenwill conventional oil and natural gas reserves peak, and what will this mean for the U.S.?

Chair Kathryn Schmidt, President and CEO, Workforce Alliance

Keynote address Karen Harbert, President and CEO, Institute for 21st Century Energy

Speakers Carole Cameron Inge, President and CEO, National Institute for the Commercialization of Clean Energy (NICCE)

Lissa Morgenthaler-Jones, CEO and Co-Founder, LiveFuels Inc.Joseph Hooper, Director of Business Development, Allied Energy

Concluding remarks Josué Tanaka, Corporate Director for Energy Efficiency and Climate Change,

European Bank for Reconstruction and Development (EBRD)

3:00 PM

SESSION 3 (BALLROOM BC)International Trade: Business Strategies for the New Economic Order Co-Hosted by the Global Center for Development and Democracy

Economic integration is at the heart of political stability and global prosperity. However, in thecontext of high unemployment, current account imbalances and large-scale public budgetdeficits, priorities are changing. What does this mean for exporters, importers and the interna-tional trade agenda? Which sectors of the U.S. economy would benefit from greater openness?How will trade and currency imbalances evolve in the coming years?

Chair Barry Featherman, Executive Director, Global Center for Development and Democracy

Keynote address Martín Torrijos, Former President of Panama

Speakers José Barrios Ng, Deputy Administrator, Panama Canal Authority

Kevin Lynch, Vice-Chair, BMO Financial Group

Manuel A. Mencia, Senior Vice President and COO, International Trade and Business Development ENTERPRISE FLORIDA, INC.

Beatrice E. Rangel, Founding Partner, AMLA Consulting

Concludingremarks Gary Rabbior, President, Canadian Foundation for Economic Education

4:15 PM

12:00 LUNCHEON (GRAND BALLROOM)Chair Fabiola Brumley, Southeast Business Banking Regional Executive, Bank of America

PART 1: Global Economic Recovery and Difficult Policy Challenges AheadKeynote speaker Mickey D. Levy, Chief Economist, Bank of America

Introduced by Jorge Pesquera, President and CEO, Palm Beach County Convention and Visitors Bureau

Thanked by Scott A. Harris, Executive Vice President, Allied Energy

PART 2: Special AddressKeynote speaker Rick Scott, Governor of Florida

Introduced by Christopher W. Jamroz, President and CEO, Garda Cash Logistics

Interviewed by John Yearwood, World Editor, The Miami HeraldConcluding

remarks Martín Torrijos, Former President of Panama

Word of thanks Kelly L. Smallridge, President and CEO, Business Development Board of Palm Beach County

Monday, April 4FINANCE – ENERGY – BUSINESS STRATEGY

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Biographical notes

Jim Adams Mr. Adams is Vice President for the East Asia and Pacific Region of the World Bank. In this capacity,he has overall responsibility for World Bank strategy, operations, and partnerships in one of theworld’s most dynamic regions, covering more than a dozen states, ranging from the world’s mostpopulous country to the smallest and most remote Pacific Islands states. Previously, Mr. Adamswas Vice President and Head of Network, Operations Policy and Country Services, at the WorldBank. In this role, he was responsible for operational policy development, procurement and financialmanagement activities, relations with United Nations and nongovernmental organizations, andsupport to regional staff working in all these areas. Before joining the Bank, Mr. Adams worked forMerchants Bank in Syracuse, New York, and with the General Agreement on Tariffs and Trade inGeneva, Switzerland.

Jim Adams Vice President forthe East Asia andPacific Region, The World Bank

José Barrios NgJosé Barrios Ng holds a Bachelor of Science in Electrical Engineering from Louisiana State University(LSU); a Master of Science in Electrical Engineering from Georgia Institute of Technology and aMaster of Science in Economic Engineering from University of California, Los Angeles (UCLA). Hecompleted graduate studies in corporate finance at Massachusetts Institute of Technology (MIT) andstudies leading to a Ph.D. in Operations Research at UCLA. In February 2002, Mr. Barrios joined thePanama Canal management team as Chief Financial Officer. On March 12, 2007, the Board ofDirectors appointed him as the Deputy Administrator, while the PCA is being realigned to focus onits international relevance and successful completion of the waterway expansion. José Barrios Ngwas recently the negotiator on behalf of the PCA for the Free Trade Agreement between Panamaand the United States.

José Barrios NgDeputyAdministrator,Panama CanalAuthority

William BergerA successful litigator of 40 years, William Berger now focuses his efforts on the growth ofGreenspoon Marder, helping to triple the size of the full-service business law firm over 10 years.Berger is an accomplished businessman and attorney, and with his concierge-style approach toclient service, he has become a trusted advisor. Berger is managing shareholder in Palm BeachCounty and co-chair of the litigation group. He has represented banks, corporations, real estatedevelopers, and individuals. He is a founding member of Paradise Bank of Broward and Palm Beachcounties. Berger lends his expertise to numerous community, charitable, and business/economicdevelopment groups. Most notably, he serves on the Board of Directors for the BusinessDevelopment Board of Palm Beach County; was appointed by Gov. Charlie Crist to the Board ofTrustees of Palm Beach State College where he is presently Chairman and as Commissioner to theJudicial Nominating Commission Fourth District Court of Appeals. In 2010, President Obamaawarded Berger the President’s Call to Service Award for extensive service to the community.

William BergerPalm Beach County ManagingShareholder,Greenspoon Marder

Fabiola BrumleyFab Brumley is the Southeast Business Banking Regional Executive for Bank of America and alsoserves as the Market President for Palm Beach County. Bank of America is one of the world'slargest financial institutions, serving individual consumers, small- and middle-market businesses andlarge corporations with a full range of banking, investing, asset management and other financial andrisk management products and services. Fab represents the Bank as Vice Chair of the Palm BeachCounty Business Development Board, serves on the Board of the Economic Council of Palm BeachCounty, and is on the Board of the Palm Beach Black Business Investment Corporation. She alsochairs the Governing Board of the West Boca Raton Medical Center. Fab graduated from FloridaAtlantic University with a B.Sc. in Accounting.

Fabiola BrumleySoutheast BusinessBanking RegionalExecutive, Bank of America

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Martin CassMr. Cass has over 30 years of public accounting experience in taxation, litigation support, businessvaluation and consulting services. He has provided support to attorneys and their clients, and testifiedwith respect to diverse areas of the law including divorce, bankruptcy and insolvency, commerciallitigation, fraud investigations, damages and loss of earnings, and personal injury. Mr. Cass has beenappointed as trustee by the court and is a former member of the Fifteenth Circuit Florida Bar FeeArbitration Committee. His consulting services include mergers and acquisitions, business consulting,financial planning and financial management. Additionally, he has served as past President andDirector of both the Palm Beach Tax Institute and the Palm Beach Fringe Benefit Council. Mr. Casscurrently serves as a member of the Business Development Board in Palm Beach County.

Martin CassManaging Director,Alpern Rosenthal

Hisham El-Sherif Dr. El-Sherif is a recognized business, technology and development leader in Egypt and the MiddleEast region. He is the Chairman of Nile Capital, a leading private equity firm and the first regionalfund in technology. He was the founder of the Information and Decision Support Center (IDSC)initiatives in Egypt, which helped spur the country’s transition to a modern information society(1500 centers + 900 projects). He is the founding Chairman of RITSEC, a leader in softwareengineering, and a major contributor to societal innovation, reform and social work, including areassuch as: education, poverty, childhood and motherhood, special needs, culture, media, knowledgeand economic, social, and human development. Of note, Dr. El-Sherif is a Professor Emeritus atAmerican University in Cairo (AUC). Dr. El-Sherif also served as a member of the US-EgyptPresident’s Council until 2002.

Hisham El-SherifChairman, Nile Capital

Barry FeathermanBarry Featherman was appointed by President Alejandro Toledo to serve as the Executive Directorof the Global Center for Development and Democracy in the Spring of 2010. Mr. Featherman bringsto this role nearly two decades of working with Latin America. He has collaborated with the majorregional multilateral organizations and governments throughout Latin America, and served as theDirector of the Transition Team for the Assistant Secretary General of the Organization of AmericanStates. Mr. Featherman served as a Member of the Obama National Leadership Council, and hasextensive contacts and experience in Washington, DC and Latin America. He serves as a Memberof the National Advisory Committee of the United States Environmental Protection Agency, and theTrade Advisory Board of FOCAL (the Canadian Foundation for the Americas).

Barry FeathermanExecutive Director,Global Center forDevelopment andDemocracy

Karen Alderman HarbertKaren Alderman Harbert is president and chief executive officer of the U.S. Chamber of Commerce’sInstitute for 21st Century Energy (Institute). Under Harbert’s leadership, the Energy Institute hasevolved into a premier national and increasingly international organization truly dedicated toadvancing a constructive energy agenda and transforming the energy and environmental debateinto a widely supported plan of action. At the Institute, she was instrumental in formulating 88specific policy recommendations that were presented to President Obama and the members of the111th Congress. Harbert is the former assistant secretary for policy and International Affairs at theU.S. Department of Energy (DOE). She was the primary policy advisor to the Secretary and to thedepartment on domestic and international energy issues, including climate change, fossil, nuclear,and renewable energy and energy efficiency. Harbert gained experience on issues associated witheconomic reform and privatization through earlier positions at the USAID, the Organization ofAmerican States, and the International Republican Institute.

Karen AldermanHarbertPresident and CEO,Institute for 21st

Century Energy, U.S. Chamber OfCommerce

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Biographical notes

Christopher W. JamrozIn his role he is responsible for strategic leadership and all Garda Cash Logistics operations focusingon new business development, forming close strategic partnerships with clients, best-in-classservice quality, product development and technological innovation as well as effective cross-sellingof Garda’s broader value-added service offering. Previously, Mr. Jamroz, senior client executive atJ.P.Morgan Chase & Co., was one of the most trusted and respected advisors to executivemanagement teams and boards of directors of leading corporations. Earlier in his career, he helda variety of senior management positions in the United States, Canada and the United Kingdominvolved with international mergers and acquisitions, evaluating and executing retail banking andbrokerage expansion strategies. Mr. Jamroz is a tenured mentor to MBA and graduate businessprograms students at Schulich School of Business, and serves as a member of the Royal OntarioMuseum Board of Trustees.

Christopher W.Jamroz President and CEO,Garda CashLogistics

Scott HarrisAs a Founder of Allied Energy, Scott Harris’ background and contributions have been critical in thesuccessful capitalization and growth of the company. Mr. Harris serves as a member of Allied'sBoard of Directors and has played a key role in developing strategic business relationships for thecompany, while ensuring a clear channel of communication with Allied's investor partners andshareholders. Prior to his role with Allied Energy, Mr. Harris held senior management positions instartup and developing companies, where his expertise was integral to the expansion of two multi-national companies. Mr. Harris is often invited to participate as a speaker or panelist in EconomicSummits and Investment Conferences such as "World Money Show", "Cambridge House WorldResource Conference" and "FreedomFest". Mr. Harris is a graduate of Murray State University witha Bachelors Degree in Agriculture Science and a teaching certificate. Prior to college, he served inthe Armed Forces as a proud member of the U.S. Marine Corps, specializing in WarehouseManagement and Supply.

Scott HarrisExecutive Vice President,Allied Energy Inc

Carole Cameron IngeDr. Carole Cameron Inge is the Founder, President and CEO of the National Institute for theCommercialization of Clean Energy (NICCE), which works in collaboration with numerous publicand private groups such as Virginia Tech, the Virginia Tobacco Commission, the University of Virginia,Old Dominion University's Virginia Modeling, Analysis, and Simulation Center and some of the largestnational defense companies like General Dynamics, SAIC, Lockheed Martin, etc. Inge has played anintegral role in identifying national energy problems and emerging energy technologies that havepotential for commercial scalability. Dr. Inge also founded and now leads the Virginia Clean EnergyBusiness Incubator. Her knowledge of technology policy has led to her appointment to severalleadership service boards, including the Joint Commission on Technology and Science (JCOTS), theCouncil on Technology Services (COTS - to which she was appointed by Virginia's Governor), andthe Statewide Advisory Board for Assistive Technology.

Carole Cameron IngePresident andCEO, NationalInstitute for theCommercializationof Clean Energy(NICCE)

Joseph HooperJoseph Hooper is the Director of Business Development at Allied Energy, a publicly traded compa-ny that specializes in the independent exploration and development of petroleum and natural gas.He is involved with Allied’s development of 2 proven fields covering over 10,000 acres currentlyowned with plans to acquire an additional 10,000 acres all in Grimes County, Texas. Joseph hasbeen in the Securities industry for most of his adult life, with a keen understanding of the collab-orate concept of building relationships and focusing on the needs of Allied’s partners. Josephholds Series 7, 3, 63 and 22 Securities Licenses and was an investment banker for more than 15years, contributing to his experience which is a critical component in the exponential growth ofthe company.

Joseph HooperDirector of BusinessDevelopment, AlliedEnergy

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Rex B. Kirby Rex Kirby possesses over 30 years of construction industry experience. He joined Suffolk in Marchof 1999 as Senior Vice President. Since that time, he has been the guiding force behind thecompany's growth in revenue, helping it to more than triple its employees. Based on Mr. Kirby’ssignificant contributions to this tremendous growth and success, he was promoted to his currentposition as President and General Manager of Suffolk’s Southeast Region in October of 2003 – thefirst such appointment within Suffolk Construction. In this capacity, Mr. Kirby is directly responsiblefor overseeing the management of all projects, ensuring on-time delivery of the highest qualityconstruction, building lasting client relationships, and maintaining the company’s strategic vision.Under his direction, Suffolk has become one of the major construction management firms in thestate, the biggest firm headquartered in Palm Beach County and fourth largest in South Florida.

Rex B. KirbyPresident andGeneral Manager,Southeast Region,Suffolk ConstructionCompany, Inc.

George LeMieuxThroughout his career, George LeMieux has demonstrated a consistent commitment to publicservice. He has been called upon to serve as Florida's Deputy Attorney General where he managedmore than 400 attorneys. He was asked to serve as chief of staff to the Governor, helping to overseeall state agencies and operations. After returning to private practice in 2008 at Gunster, a prominentFlorida law firm, George was soon called back into service when Mel Martinez retired before theend of his term. While serving as Florida’s 34th United States Senator, George was a member of theSenate Armed Services Committee, the Commerce Committee, and the Special Committee onAging. Senator LeMieux saw several of his legislative priorities signed into law including Medicareanti-fraud legislation and an export promotion act. At the conclusion of his term in 2011, Georgereturned to Gunster where he currently serves as Chairman of the Board.

George LeMieuxFormer U.S. Senator,Florida

Warren JestinDr. Jestin is Scotiabank’s Chief Economist and has been with the Bank since 1979. He has alsoworked at the Bank of Canada and taught at several Canadian universities. Warren is on advisoryboards for the University of Guelph Heritage Fund and the Sobey School of Business at St. Mary’sUniversity. He has served on the C.D. Howe Institute’s Monetary Policy Council and has beeninvolved with policy committees of the Canadian and Ontario Chambers of Commerce and theToronto Board of Trade. Warren is also on the Board of Markham-Stouffville Hospital. As Chair ofScotiabank’s Sponsorship and Donations Committee, Warren works closely with a wide variety ofcharitable institutions.

Warren JestinSenior Vice-President andChief Economist,Scotiabank

Mickey D. Levy As Chief Economist for Bank of America, Dr. Levy analyzes and forecasts national and internationaleconomic performance and financial market behavior, and conducts research on monetary andfiscal policies. He sits on the Bank's Asset Liability and Market Risk Committee. In addition to hiswork with Bank of America, Dr. Levy serves on the Shadow Open Market Committee and is anadvisor to several Federal Reserve Banks. He is on the Membership Committee of the EconomicClub of New York and the Panel of Economic Advisors of the Institute for International Finance. Dr.Levy is also a member of the Governance Board of the Research Alliance for New York City Schools.Dr. Levy has testified before U.S. Congressional committees on topics concerning the FederalReserve and monetary policy, fiscal and budget policies, economic and credit conditions and thebanking industry.

Mickey D. LevyChief Economist,Bank of America

10

Biographical notes

Manuel A. MenciaManuel (Manny) A. Mencia is Senior Vice President and Chief Operating Officer of the InternationalTrade and Business Development unit of Enterprise Florida, Inc., a not-for-profit government businesspartnership established to guide the development of Florida’s economy. Mr. Mencia joined EnterpriseFlorida in 1996. Prior to that, he served as Vice President of World Marketing at The Beacon Councilbetween 1992 and 1996. He has acquired extensive international trade expertise, having served invarious executive positions at the Florida Department of Commerce between 1977 and 1991. Heserves on the Board of Directors of the National States’ International Development Organization(SIDO), Florida Export Finance Corporation, World Trade Center-Miami, Florida Trade Partners Alliance,Southeast U.S.-Japan and the Florida District Export Council. In 2003, the International BusinessCouncil of South Florida named him International Businessman of the Year.

Manuel A. MenciaSenior VicePresident and COO,International Tradeand BusinessDevelopmentENTERPRISE FLORIDA, INC.

Kevin G. LynchKevin G. Lynch is Vice-Chair of the BMO Financial Group. In this role, Mr. Lynch is a key strategicadvisor to senior management. Prior to joining BMO, Mr. Lynch served the Government of Canadaas Clerk of the Privy Council, Secretary to the Cabinet, and Head of the Public Service of Canadaand its 260,000 public servants. Mr. Lynch began his public service career at the Bank of Canada in1976 and has held a number of senior positions in the Government of Canada. These include thepost of Deputy Minister of Industry, from 1995 to 2000, and Deputy Minister of Finance, from 2000to 2004. From 2004 to 2006, he served as Executive Director (for the Canadian, Irish and Caribbeanconstituency) at the International Monetary Fund in Washington, D.C. Mr. Lynch holds a PhD inEconomics from McMaster University; an MA in Economics from University of Manchester; and aBA (Honours) in Economics from Mount Allison University.

Kevin G. LynchVice-Chair, BMOFinancial Group

Susan LundSusan Lund is Director of Research at the McKinsey Global Institute (MGI), McKinsey & Company’sbusiness and economics research arm. Founded in 1990, MGI’s mission is to develop newmicroeconomic insights into the most important global macroeconomic issues today. Dr. Lund’sresearch focuses on global financial markets and on economic growth. Her most recent reports haveassessed the implications of long-term shifts in global investment and saving on interest rates,examined the economic consequences of debt and deleveraging for mature economies as theyemerge from the crisis, and assessed the long-term growth prospects for African economies. Lund hasauthored numerous articles in leading business and academic publications and is a frequent speakerat conferences on economics and financial markets. She holds a Ph.D. in Applied Economics fromStanford University and a B.A. with highest distinction in Economics from Northwestern University.

Susan LundDirector ofResearch, McKinseyGlobal Institute(MGI)

Dennis P. LockhartDennis P. Lockhart took office March 1, 2007, as the 14th president and chief executive officer of theFederal Reserve Bank of Atlanta. In this role, he serves on the Federal Reserve’s chief monetary policybody, the Federal Open Market Committee (FOMC). From 2003 to 2007, Lockhart served on the facultyof Georgetown University’s Walsh School of Foreign Service, teaching in the master’s program. From2001 to 2003, Lockhart was managing partner at the private equity firm Zephyr Management, L.P.,based in New York with activity in Africa and Latin America. Prior to joining Zephyr, Lockhart workedfor 13 years at Heller Financial, where he served as executive vice president and director of the parentcompany and as president of Heller International Group. Lockhart held various positions, bothdomestic and international, with Citicorp/Citibank (now Citigroup) between 1971 and 1988. Lockhartwas born on Feb. 1, 1947, in Bakersfield, Calif. He earned a B.A. in political science and economics fromStanford University in 1968 and an M.A. in international economics and American foreign policy fromthe Johns Hopkins University School of Advanced International Studies in 1971.

Dennis P.LockhartPresident and CEO,Federal ReserveBank of Atlanta

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Lissa Morgenthaler-Jones

Lissa Morgenthaler-Jones is the founding CEO of LiveFuels Inc. The company started in 2006 as amini-Manhattan Project to replace petroleum with algae-based biofuels. LiveFuels spent a year instrategic planning with Sandia National Labs and NREL. The company raised $10 million and wenton to partner with researchers around the world, aiming to reduce the cost of algal biocrude to$1/gallon. In 1985, Lissa co-founded Murenove Inc., a joint venture investment advisory firm withCazenove Inc. While there, Lissa was portfolio manager of a biotech mutual fund and in spring2000, became the #1 mutual fund manager out of all 8,000+ U.S. mutual funds. For the past 30years, Lissa has been a limited partner of one of the nation’s oldest venture capital groups. She iswidely quoted in the press and has served on Governor Schwarzenegger’s Finance Committee.Lissa graduated from Princeton with a B.A. in Economics.

LissaMorgenthaler-Jones,CEO & Co-Founder,LiveFuels Inc.

Gary RabbiorGary Rabbior is a leader in promoting economic and financial capability. He has been President ofCFEE, a non-profit, non-partisan organization, since 1981. He has developed school curricula,advised governments on economic/financial literacy and entrepreneurship development, writtennumerous education books and articles – two books with over 300,000 copies in circulation inCanada. Gary did work for the Canadian Government’s Task Force on Financial Literacy. He alsocoordinates the Classroom Edition of the Globe and Mail - Canada’s national newspaper. Gary wasselected as one of 1,000 educators in the world to participate in the Qatar Foundation’s globalconference on innovation in learning. Gary was awarded the "Consumer Educator of the YearAward" by the Ontario Ministry of Consumer and Commercial Relations and the OutstandingTeacher Award by the University of Waterloo.

Gary RabbiorPresident, CanadianFoundation forEconomic Education(CFEE)

Jorge PesqueraA 30-year travel and tourism industry veteran, Jorge Pesquera joined the Palm Beach County CVBin November 2007 to lead the region’s destination marketing organization with a staff of 45 and abudget of $9.5 million. Prior to accepting this position, Pesquera was president and CEO of theAruba Hotel and Tourism Association and was recognized as the Hotel Association Executive ofthe Year at the annual Caribbean Hotel Industry Conference (CHIC). He spent ten years as presidentof the Puerto Rico Convention Bureau, spearheading the construction of the $450 million PuertoRico Convention Center and surrounding district and repositioning the destination in the meetingsmarketplace. Pesquera is a member of the accreditation board of Destination Marketing AssociationInternational (DMAI), the Professional Convention Management Association (PCMA), the AmericanSociety of Association Executives (ASAE), Meeting Professionals International (MPI) and the Boardof Visit Florida.

Jorge Pesquera President and CEO,Palm Beach CountyConvention &Visitors Bureau

Mthuli NcubeProfessor Mthuli Ncube is the Chief Economist and Vice President of the African Development BankGroup. As Chief Economist, he oversees the Economics Complex, which is focused on the processof knowledge management within the bank and with its partners, and general economic strategicdirection of the bank. Before joining the Bank, he was Dean of the Faculty of Commerce, Law andManagement at the University of the Witwatersrand (Wits), Johannesburg, South Africa, and beforethat was Dean and Professor of Finance at Wits Business School. He has extensive experience asan Investment Banker, and was founding Chairman of Barbican and Selwyn Capital. Professor Ncubewas also a regulator, and served as a Board member on the South African Financial Services Board(FSB). He is also Chairman of the Board of the African Economic Research Consortium, a networkthat trains economists in Africa.

Mthuli NcubeChief Economist andVice President, the AfricanDevelopment BankGroup

12

Biographical notes

Nick SargenNick Sargen is the Senior Vice-President and Chief Investment Officer of Western & SouthernFinancial Group based in Cincinnati, Ohio. He is also the Chief Investment Officer at Fort WashingtonInvestment Advisors, Inc., a wholly owned subsidiary. In this role, Mr. Sargen is responsible foroverseeing the investment activity for all assets under management by Fort Washington and itssubsidiaries, which were nearly $38 billion as of Sept. 30, 2010. Prior to joining Fort Washington inJune, 2003, Mr. Sargen’s experience encompassed many years as an international economist andglobal money manager. He previously served as Managing Director for JP Morgan Chase in NewYork, where he was Chief Investment Strategist for JP Morgan Private Bank. He has also served asManaging Director for Prudential Insurance Company, where he was Chief Investment Officer forGlobal Fixed Income Advisors.

Nick Sargen,Senior Vice-President and ChiefInvestment Officer,Western & SouthernFinancial Group

Nicholas RémillardAfter graduating with a Law degree from Ottawa University in 2001, Nicholas Rémillard wasappointed Deputy General Manager of the Conference of Montreal. Since then, he has been withthe International Forum of the Americas, contributing to the rapid expansion of the organization asVice President in charge of development. In 2007, he launched the Toronto Forum for Global Cities,an international conference fostering expert dialogue on key economic, energy and innovationissues of our times. As President and CEO of the Toronto Forum, Nicholas has become a role modelfor young Canadians, appearing in several media outlets in the last few years. In 2011, Nicholas wasnewly appointed President and CEO of the Palm Beach Strategic Forum, an event that bringstogether international stakeholders to foster dialogue about important economic and global issues.

NicholasRémillardPresident and CEO,InternationalEconomic Forum of the Americas

Gil RémillardGil Rémillard is Founding Chairman of the International Economic Forum of the Americas, whichannually presents the Palm Beach Strategic Forum in April, the Conference of Montreal in June, andthe Toronto Forum for Global Cities in October. He is Counsel for the law firm Fraser Milner CasgrainLLP and holds degrees in Philosophy, Political Science, Economics, as well as a Ph.D. in law. His fieldsof practice are corporate, regulatory, and international law. The author of several books and articleson administrative and international law, he is also a professor at the École nationale d’administrationpublique (ENAP Montreal). Gil Rémillard was formerly Justice Minister in the Quebec government(1985-1994). He acted as special advisor to the governments of the Czech Republic, Romania, andBulgaria on their law reform to become members of the European Union. Mr. Rémillard has receivedthe distinction Advocatus Emeritus (AD.E.) from the Quebec Bar. He was appointed a Member of theOrder of Canada in 2001, was awarded the Queen’s Golden Jubilee Medal in 2002, and was alsomade Knight of the Ordre national du Québec and Knight of l’Ordre de la légion d’honneur by thePresident of the French Republic. He is a Member of the Board of the Institute for CanadianCitizenship and Chairman of the Board of Directors of l’Université de Sherbrooke.

Gil RémillardFounding Chairman,InternationalEconomic Forum ofthe Americas

Beatrice E. RangelMs. Rangel is an accomplished International Business Executive with broad expertise in analyzing,developing negotiating and implementing short and long-term corporate investment strategies andacquisitions throughout the Latin American and Caribbean communities. A former Chief of Staff &Minister of the Secretariat during the Presidency of Carlos Andrés Pérez (Venezuela), Ms. Rangelmaintains strong government and business contacts throughout the region. Prior to founding AMLA,Dr. Rangel was the Senior Advisor to the Chairman & Corporate Vice President of the Cisneros Groupof Companies. Dr. Rangel holds a BA in International Affairs and a MA degree in DevelopmentEconomics from Boston University and a MA degree in Public Administration from Harvard University.

Beatrice E. RangelFounding Partner,AMLA Consulting

Jonathan SpectorJonathan Spector is president and chief executive officer of The Conference Board, the most widelycited private source of business intelligence. Previously, he served in several executive roles,including adjunct professor and vice dean of The Wharton School at the University of Pennsylvania,and as chief executive officer of several venture-funded companies. Spector began his career atMcKinsey & Company, where he spent 20 years and was elected a senior partner. He is the co-author of We Are Smarter than Me (2007), which highlights how businesses can harness the powerof collective intelligence. Spector serves on the board of the March of Dimes and is a TrusteeEmeritus of Wesleyan University.

Jonathan SpectorPresident and CEO, The ConferenceBoard Inc.

Kelly L. SmallridgeKelly L. Smallridge is the President and CEO of the Business Development Board of Palm BeachCounty, where she has worked for 21 years. She became the first female President of a SouthFlorida economic development board in 2004 after serving in many different capacities within theorganization. Her primary responsibility is to oversee all relocation and expansion projectsinterested in Palm Beach County. In addition to her responsibilities with the Business DevelopmentBoard, she also played an active role in the creation of the InternetCoast, a tri-county effort tobrand South Florida as a global technology hub. She also serves on the boards of the FloridaEconomic Development Council, Workforce Alliance of Palm Beach County, Office Depot Foundation,the Education Commission of Palm Beach County and the county's OEDP Committee (OverallEconomic Development and Planning).

Kelly L. SmallridgePresident and CEO,BusinessDevelopment Boardof Palm BeachCounty

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Kathryn SchmidtKathryn is a successful business executive who was born, raised and educated in Florida. She hasbeen the President and Chief Executive Officer of Workforce Alliance, Inc. since 2004, havingpreviously served as the Executive Vice President, Employer Services for the same organization.After graduating with honors from Florida Atlantic University she embarked on a career thatincluded several positions of increasing responsibility in the Human Resources field, earning herSPHR (Senior Professional Human Resources). She is very involved in community service and civicactivities and serves on the Board of Directors of the Palm Beach County Business DevelopmentBoard, the Overall Economic Development Program, and is a member of Leadership Palm BeachCounty, Leadership Florida, and the Palm Beach County Education Commission. She is also amember of the County’s Economic Council, the local Chamber of Commerce and a number of otherbusiness and professional organizations.

Kathryn SchmidtPresident and CEO,Workforce Alliance

Rick ScottFlorida’s 45th Governor, Rick Scott, is known as the “Jobs Governor” because of his 7-7-7 Plan tocreate 700,000 jobs in seven years. He is eliminating job-killing regulation, holding state governmentaccountable and making sure Florida has the best-educated workforce. His business backgroundmeans he has experience in making the tough budget choices that will make Florida the No. 1 statefor job creation. His budget proposal shrinks state government by reducing state spending by over$5 billion and returns $2 billion directly to taxpayers. To create a world-class education system thatresponds to the needs of the 21st century workforce, he believes Florida must measure educatorperformance, reward the best educators, and give parents the flexibility to choose the besteducation possible for each child.

Rick ScottGovernor of Florida

Martín TorrijosMartin Torrijos Espino was the 42nd President of the Constitutional Republic of Panama, servingfrom September 1, 2004 to June 30, 2009. He was elected as leader of the Democratic RevolutionaryParty (PRD). He holds degrees in Economics and Political Science from the prestigious Texas A & MUniversity. For over two decades Torrijos was an economic advisor to international companies inthe communication, construction, agricultural-exports, and maritime industries. As President, hisadministration oversaw the country's economic growth with social stability, significant foreigninvestment, the implementation of the Canal expansion project, the modernization of the State, avigorous program of public investment in infrastructure, an increase in the tourism sector, andsocial policy on various fronts. Among other roles, Torrijos currently acts as Panama's Deputy in theCentral American Parliament, Vice-President of the Permanent Conference of Political Parties ofLatin America (COPPPAL) and is a member of the International Advisory Board of the Global Centerfor Development and Democracy.

Martín TorrijosFormer President,Republic of Panama

Josué TanakaJosué Tanaka is corporate director responsible for the EBRD strategic and corporate planningfunction and, since 2006, for leading its Energy Efficiency and Climate Change activities includingthe formulation and implementation of the Sustainable Energy Initiative. This initiative aims atscaling up energy efficiency and renewable energy financing in central and Eastern Europe and iscurrently active in 29 countries with an investment portfolio of over €8 billion. The EBRD operatesboth with direct financing to companies and by supporting the development of energy efficiencyfinancing by local banks. Prior to EBRD, Mr. Tanaka worked at the World Bank where he was SpecialAssistant to the President. Mr. Tanaka graduated from Princeton University with a Bachelor ofScience in Engineering degree and holds a Master of Science and Ph.D. from the MassachusettsInstitute of Technology.

Josué TanakaCorporate Director,Strategic and CorporatePlanning EnergyEfficiency and ClimateChange, European Bankfor Reconstruction andDevelopment (EBRD)

14

Biographical notes

Wishes to thank its knowledge partners,without whom this event would not have been possible.

THEINTERNATIONALECONOMIC FORUMOF THE AMERICAS

John YearwoodJohn Yearwood is World Editor of The Miami Herald, where he supervises reporters and editors coveringnational and international news with particular emphasis on Latin America and the Caribbean. Beforebecoming The Herald’s World Editor in 2003, Yearwood served as National/International Editor andAssistant City Editor for Government and Politics at the Fort Worth Star-Telegram in Texas. Prior tojoining the Star-Telegram, he was the founding publisher/editor of IBIS, a Caribbean lifestyle magazinebased in Trinidad. Before founding IBIS, he spent a decade at The Dallas Morning News, where hereported from Europe, Africa, Asia and the Caribbean. Yearwood was also a newsman for theAssociated Press in Connecticut and Oklahoma, a national correspondent for Focus magazine and theNews/Public Affairs Director for WHUS Radio in Connecticut. He is a current board member and formertreasurer of UNITY: Journalists of Color, an umbrella organization representing more than 8,000members of the four minority journalism organizations in the United States.

John YearwoodWorld Editor, The Miami Herald

Douglas E. TurnbullDoug Turnbull is responsible for executive coverage of sovereign, super-sovereign agencies, provincial,crown corporation and quasi-government clients worldwide, with a particular emphasis on developingand enhancing capital market and infrastructure activities with this important client group. Prior to hisappointment, Mr. Turnbull was Managing Director, Global Head of Government Relations. Mr. Turnbullhas 33 years of fixed income capital markets, M&A and advisory experience in Canada, New York andTokyo. He has acted for government, corporate, infrastructure and public sector clients on numerouspublic and private market transactions. In addition, Mr. Turnbull has advised and spoken publicly onvarious topics related to capital markets, debt management, credit ratings, provincial budgets,infrastructure financings and privatizations. Mr. Turnbull is a member of the Ontario Finance Minister’sEconomic Advisory Panel and is a past member of the Ontario Energy Minister’s Energy AdvisoryCommittee. He is Chair of the Board of The Toronto Financial Services Alliance.

Douglas E.TurnbullDeputy Chairman,TD Securities Inc.

INFORMATION AND REGISTRATION: 1 866 865-2225www.conferenceofmontreal.com

A ChangingEconomic Order: New Realities, New Models17th ANNUAL CONFERENCE JUNE 6 TO 9, 2011

Shaukat Aziz, Former Prime Minister of Pakistan

Michel Barnier, Member of the European Commission, Internal Market and Services

Irina Bokova, Director General, United Nations Educational,Scientific and Cultural Organization (UNESCO)

Agustín Carstens, Governor, Central Bank of Mexico

Roger Cohen, Columnist, The New York Times

Carlos Da Silva Costa, Governor, Bank of Portugal

Hikmet Ersek, President and CEO, Western Union

Richard Fenning, CEO, Control Risks

Angel Gurría, Secretary-General, Organisation for Economic Co-operation and Development (OECD)

Robert Hormats, Under Secretary, Economic, Energy andAgricultural Affairs, State Department (United States)

José Miguel Insulza, Secretary General, Organization ofAmerican States (OAS)

Haruhiko Kuroda, President, Asian Development Bank (ADB)

Gérard Mestrallet, Chairman and CEO, GDF Suez

Thomas Mirow, President, European Bank for Reconstructionand Development (EBRD)

Luis Alberto Moreno, President, Inter-American DevelopmentBank (IDB)

Pervez Musharraf, Former President of Pakistan

Strobe Talbott, President, The Brookings Institution (United States)

Jean-Claude Trichet, President, European Central Bank (ECB)

Christopher Viehbacher, CEO, Sanofi-Aventis

Engineering a Greater Balance: New Risks, New Opportunities

5TH ANNUAL CONFERENCE, OCTOBER 24 AND 25, 2011www.forumforglobalcities.com

A FEW CONFIRMED SPEAKERS:


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