"A good mix of theory and application. Very much 'real world' with knowledge ready to take home and take to work."

- Wayne, UK Provost Resource Management

Community Trust and Investment Company presents
"Handicapping the Market"

Join us Thursday, October 10, for a morning of networking and discussion with Jason Trennert, a regular guest host on CNBC's "Squawk Box". Following Jason Trennert's keynote, local industry leaders will join Trennert in a panel discussion and Q&A.

Early-Bird Cost: $69 Early-bird price if you register by September 27.
Regular Registration: After September 27, the price increases to $87 per person
Date: Thursday, October 10, 2013, 8:00 a.m. - 11:30 a.m.
Location (Directions & Parking): Keeneland Pavilion Race Course, Lexington, KY

Business attire is suggested for the conference but not mandatory. After the conference, if you have made reservations for the afternoon in the Keeneland Clubhouse and Dining Rooms, Keeneland requires the business attire (shirt and tie).


8:00 a.m. - 9:00 a.m. - Check-in/Continental Breakfast/Networking
9:00 a.m. - 9:05 a.m. - Welcome and Bill Thomason Introduction, Andy Waters, President and CEO, CTIC
9:05 a.m. - 9:10 a.m. - Bill Thomason, President and CEO, Keeneland
9:10 a.m. - 10:00 a.m. - "U.S. Economics & Market Outlook for 2014 and Beyond," Jason Trennert keynote speech
10:00 a.m. - 10:15 a.m. - Break
10:15 a.m. - 11:15 a.m. - Panel Discussion and Q&A

Panel Moderator: Ken Troske, University of Kentucky's Gatton College of Business & Economics

Panel Members:

  • Jason Trennert, Strategas Research Partners, LLC
  • John Cheshire, Community Trust and Investment Company
  • Chris Meng, Community Trust and Investment Company
  • Brad Jordan, University of Kentucky's Gatton College of Business & Economics

11:15 a.m. - Concluding Remarks
11:30 a.m. - Adjourn


Jason DeSena Trennert is the Managing Partner and Chief Investment Strategist of Strategas Research Partners LLC and the Chairman and Chief Executive Officer of the firm's broker-dealer subsidiary, Strategas Securities, LLC. In 2006, Mr. Trennert co-founded Strategas, which originally began with just five employees. Today, the firm employs over forty-five research analysts, institutional salesmen, and sales traders, at its offices in New York and Washington DC., and is fortunate to count among its clients some of the worlds largest mutual funds, investment advisors, pensions and endowments, and hedge funds.

Over the course of his career, Mr. Trennert has earned a reputation for being a keen and thoughtful market observer. His thorough analysis and humorous, often contrarian research pieces are read by top institutional investors and corporate executives across the globe. Widely quoted in the domestic and foreign press, he is a regular guest host on CNBC's Squawk Box and Bloomberg Surveillance with Tom Keene. He is the author of the popular investment book, New Markets, New Strategies, published in 2005 by McGraw Hill.

Prior to founding Strategas, Mr. Trennert was the Chief Investment Strategist and a Senior Managing Director at International Strategy & Investment (ISI) Group where he built and oversaw two of that firm's most visible and impactful research efforts, its Company Surveys and Investment Strategy groups. He has an MBA from The Wharton School at the University of Pennsylvania and BS in International Economics from Georgetown University.

Mr. Trennert is the Treasurer and a member of the Board of Trustees for La Scuola dItalia, the countrys only K-12 bilingual school where children are instructed in both Italian and English. He also serves on the Board of Governors of the Columbus Citizens Foundation, a non-profit organization committed to fostering an appreciation of Italian-American heritage and providing scholarships to underprivileged students.


Chris Meng

Chris Meng has worked in the investment industry for 25 years. As Senior Vice President, he is responsible for the oversight of our investment department at Community Trust and Investment Company (CTIC). Chris began his career with CTIC in 2009. Chris has extensive investment experience that he has developed over the years through working with Cincinnati Asset Management, Carillon Advisors and Pacholder Associates all located in Cincinnati, OH. He became a Chartered Financial Analyst in 1996. He graduated from The Ohio State University, MBA program in 1988 and graduated Cum Laude, B.A. in Finance from Marietta College in 1988.

Chris is active in the community and currently serves on the Board of Directors for Parkinson Support Center of Kentuckiana and is the Chairman for the Trivia Bowl for Parkinsons held here in Lexington, KY. Chris sees the value in education and is an Adjunct Professor at The University of Kentucky in the Gatton School of Business.


John Cheshire

John Cheshire has been in the investment industry for 22 years. As the Equity Strategist, he is responsible for the equity process and management for Community Trust and Investment Company (CTIC). John began his career with CTIC in 2004 and prior to joining CTIC; John was Vice President and Portfolio Manager with National City Bank (Lexington, KY) where he was employed for 10 years. John was also an Investment Executive at Paine Webber (Lexington, KY) for 3 years. He graduated from the University of Kentucky, B.B.A.

John currently serves on the Executive Committee as a board member of KHEAA/KHESLC and has since 2006. John has also served on a variety of community boards, including Big Brothers and Big Sisters, The Lexington Philharmonic and the Bluegrass Sportsmans Club.


Ken Troske

Kenneth Troske is the senior associate dean of the Gatton College of Business, the William B. Sturgill Professor of Economics at the University of Kentucky and a research fellow with the Institute for the Study of Labor in Bonn, Germany. Troske served as a member of the Congressional Oversight Panel whose task was to assess the existing condition of Americas financial markets and the regulatory system and closely monitor the actions of the U.S. Department of the Treasury and financial institutions to determine if their actions are in the best interest of the American economy. He is also a member of the Federal Reserve Bank of Cleveland Lexington Business Advisory Council. Before moving to Kentucky, Troske was an assistant professor and an associate professor of economics at the University of Missouri. His primary research areas are labor and human resource economics. Troske has authored a number of widely known papers using employer-employee matched data on topics such as education, productivity, technology and discrimination. His most recent work has focused on evaluating various aspects of the Workforce Development System in the U.S., the role of human capital in promoting the economic growth of a region and the impact of tax incentives on the creation of jobs in a region. His papers have appeared in many leading journals in economics including the Quarterly Journal of Economics, the Journal of Labor Economics, the Journal of Human Resources, the Review of Economics and Statistics and the American Economic Review.


Brad Jordan

Bradford D. Jordan is Professor of Finance and holder of the Richard W. and Janis H. Furst Endowed Chair in Finance in the Gatton College of Business and Economics at the University of Kentucky. He received a BSBA and PhD in Finance from the University of Florida. He joined the Gatton College in 1997 after serving on the faculties of the University of Georgia and the University of Missouri. Dr. Jordan specializes in corporate finance and financial asset valuation. He has published numerous articles in leading finance journals and has received a variety of research awards.

Dr. Jordan's recent research examines the pricing of U.S. Treasury obligations, the effect of taxes on security values, the valuation of exotic options, and the pricing of IPOs. His recent publications include The Good News in Short Interest, with E. Boehmer and Z.R. Huszar, Journal of Financial Economics, 96, 2010, 80 - 97 (2010 Fama/DFA prize winner); Analyst Behavior Following IPOs: The Bubble Period Evidence, with D.J. Bradley and J.R. Ritter, Review of Financial Studies, 21, 2008, 101 - 134; and Penny Stock IPOs, with D.J. Bradley, J.W. Cooney, and S.D. Dolvin, Financial Management 35, Spring 2006, 5 - 30 (lead article).

Dr. Jordan is coauthor of Fundamentals of Corporate Finance 10/e and Essentials of Corporate Finance 8/e, two of the most widely used business finance textbooks in the world, along with Fundamentals of Investments: Valuation and Management 6/e, a widely used investments text. He is an associate editor of The Review of Financial Economics and The Financial Review and a past-President of the Southern Finance Association. 


Community Trust

Executive Education at the Gatton College of Business and Economics keeneland Dean Dorton


Executive Education Center | 331 Gatton College of Business & Economics Building, Lexington, KY 40506-0034 | eec.ed@uky.edu | [tel] 800.284.6407 | [fax] 859.257.4822

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