Double Feature – Monetary Policy and Ethical Tech

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Presenters: Dr. Narayana Kocherlakota and Mark Lanterman

Hour I: Dr. Narayana Kocherlakota - Monetary Policy and the Economy

Dr. Narayana Kocherlakota, the 12th president of the Federal Reserve Bank of Minneapolis will discuss the state of the economy. Dr. Kocherlakota will touch on domestic economic trends and forecasts. Items to be covered will include but not be limited to: current economic events, governmental policies, short-term prospects for 2015 growth, and longer term projections.

Learning Objectives

By the end of the session, attendees will:

  • Be able to communicate current economic and market trends and behavior to their clients.
  • Be able to identify potential opportunities and risks in the global markets and make changes to client portfolios if appropriate.
  • Understand the current investment environment.

Hour II: Mark Lanterman - Ethical Use of Evolving Technologies

From cloud computing to smart phones, from social media to QR codes, from email to hacking... technology is a changing field. All financial advisors are ethically responsible for providing competent service to clients, and that includes ensuring that confidential client information is properly handled. But how do advisors ensure they are acting competently when using new technologies, such as social media, devices including (but not limited to) smartphones, and “the cloud”? The ethical touchstone is reasonableness, but what does that mean for the use of particular types of technology? Computer forensics expert Mark Lanterman will help you understand your ethical obligations when using these and related technologies.

Learning Objectives

By the end of the session, attendees will:
  1. Understand their ethical responsibility when using new technology.
  2. Better understand how to safeguard their client's confidential information.
  3. Know how the ethical touchstone of reasonableness relates to the use of technology.
Narayana Kocherlakota - President, Federal Reserve Bank of Minneapolis

Dr. Narayana Kocherlakota
President, Federal Reserve Bank of Minneapolis
Narayana Kocherlakota became the 12th president of the Federal Reserve Bank of Minneapolis on Oct. 8, 2009. As president, Kocherlakota serves on the Federal Open Market Committee, the policymaking arm of the Federal Reserve System, consisting of the presidents of the 12 Federal Reserve banks and the members of the Board of Governors. The FOMC meets every six to eight weeks in Washington, D.C, to determine monetary policy for the nation. The Federal Reserve Bank of Minneapolis is responsible for the Ninth Federal Reserve District, which includes Montana, North and South Dakota, Minnesota, northwestern Wisconsin and the Upper Peninsula of Michigan. In addition to participation in monetary policymaking, the Federal Reserve Bank of Minneapolis supervises numerous banking organizations, and provides a variety of payment services to financial institutions and the U.S. government.Kocherlakota has published more than 30 articles in academic journals, including Econometrica, Journal of Political Economy, Journal of Economic Theory, Journal of Monetary Economics and Journal of Money, Credit and Banking. His work includes theoretical and empirical contributions to macroeconomics, monetary economics, financial economics and public finance.Kocherlakota has authored a book from Princeton University Press titled The New Dynamic Public Finance, which describes an approach to tax design pioneered by him and others over the past decade.
Mark Lanterman - CEO and Chief Technology Officer
Mark Lanterman
Computer Forensic Services
Mark Lanterman is the Chief Technology Officer of Computer Forensic Services. Before entering the private sector, Mark spent 11 years as a sworn police investigator and as a member of the U. S. Secret Service Electronic Crimes Taskforce.Mark provides regular commentary on cyber security issues for national print and broadcast media, including NBC, ABC, Bloomberg, and The Wall Street Journal. Mark is currently retained by the Hennepin County Sheriff's Office as their computer forensic expert. Mark has worked on several high profile cases, including the Tom Petters investigation, the Denny Hecker investigation and the Paul McCartney divorce.