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Hosted by Northeast Florida FPA

Annual Economic Forum

FPA of Northeast Florida will again be hosting a leading independent forum on major economic, geo political and financial market matters. Key issues will be discussed and our presenters will give their opinions and predictions for 2019.

Program Agenda
  1:45 pm - Registration & Networking
  2:00 pm - Event Kickoff 
  2:30 pm - The Impact of the US Energy Production Boom
                    with Jeremy Held
  3:30 pm - Afternoon Break
  3:45 pm - Local Economic Trends Driving the First Coast
                   Forward with Patrick J. Greive, II, CFA, CFP®
  4:45 pm - Chapter Annual Meeting
  5:00 pm - Holiday Social Hosted by SS&C Black Diamond

This program has been accepted for two (2) hours of continuing education by CFP Board, The American College (PACE). 2 units for Registered Financial Consultants.

Register today by using one of the reservation methods at the bottom of the page.

Wednesday, December 12, 2018
2:00 PM - 6:00 PM


Building 700 - 5th Floor
9000 Southside Blvd
Jacksonville   FL   32256

Speaker Profiles


Patrick J. Greive, II, CFA, CFP®
Director of Finance and Administration/CFO
Consolidated Government of Jacksonville, Florida

Patrick “Joey” Greive, CFA, CFP® is Director of Finance and Administration / Chief Financial Officer for the consolidated government of Jacksonville, Florida. As CFO for Florida’s largest city, and the 12th largest in the country, he is tasked with management and oversight of the city’s Treasury, Accounting, Risk Management, Budget, IT, Fleet, and procurement divisions. Included in these responsibilities is oversight of multi-billion dollar debt, cash, and investment programs. As CFO he also sits on the nine member Board of Trustees overseeing the General Employees and Corrections Officer’s retirement systems.

Prior to being appointed to his current role, he served as Treasurer, Chief Investment Officer and Pension Administrator for the City where he oversaw and managed the City’s pension, DC plan, cash and operating investment assets. Before joining the City in August 2010, he was with Merrill Lynch where he served in various investment advisory, leadership, and talent development roles.

Mr. Greive has a dual-major in Finance and Real Estate from Florida State University, is an instrument-rated pilot, avid golfer, cyclist, and is an active member of CFA Society Jacksonville, where he currently fills the Brand Awareness role and most recently served as President from 2012 through 2014.

Jeremy D. Held
Director of Research
ALPS Advisors

Jeremy Held began his career at ALPS in 1996 and has held a variety of leadership roles at the firm over the past two decades. In 2007, he helped launch the firm's asset management division, which has grown to over 17 billion in assets under management. Jeremy is currently responsible for manager selection, product development, and business strategy for ALPS Advisors.


Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.

DateCourse Title/DescriptionStartCFP®PACERFC
Dec 12, 2018 Registration and Networking Plan to arrive early. Due to security procedures, all attendees will need to check-in at the reception desk and then be directed to the meeting room. 1:45 P
Event Kickoff 2:00 P
Session 1: The Impact of the US Energy Production Boom Jeremy D. Held This session is designed to educate Institutional Investors, RIAs and Financial Advisors on the state of the energy industry and how it impacts your portfolio. Top industry leaders will provide insight into the energy sector. Learning Objective(s) Attendees will receive an update on the current state of the energy markets, where things stand in the midstream energy space, and hear about current opportunities within clean energy. 2:30 P 1.00 1.00 1.00
Afternoon Break Enjoy refreshments, networking with colleagues and friends, check your messages. 3:30 P
Session 2: Local Economic Trends Driving the First Coast Forward Patrick J. Greive, II, CFA, CFP® As the cultural, commercial, and financial center of the region, Jacksonville drives the North Florida economy. Learning Objective(s) In this session, attendees will gain a greater understanding of the forces driving the economy of the First Coast of Florida. 3:45 P 1.00 1.00 1.00
FPA Chapter Annual Meeting 4:45 P
Holiday Social Hosted by SS&C BlackDiamond 5:00 P

Registration Fee
No Charge
No Charge