Puerto Rico Debt: Questions and Answers
Date: Wednesday, January 15, 2014 - Thursday, January 16, 2014
NY Athletic Club, 180 Central Park South
New York, NY 10019
Join GIC for its inaugural event in New York City!
Presentations and Papers
- Joe Engelhard's Can Washington Do Anything to Help?
- John Mousseau’s Presentation on Puerto Rico Debt
- Don Rissmiller's The Island's Economics
- Wells Fargo's Municipalities Research
- Capital Alpha Partner's Can Washington Do Anything to Help?
- Robert Kurtter’s Presentation on Puerto Rico’s Debt
- David Hitchcock's Puerto Rico
Video
Event Detail
Puerto Rico Debt: Questions and Answers
Agenda
9 a.m. | Welcoming Remarks
- Tom Tzitzouris, Vice President and Fixed Income Strategist, Strategas Research Partners
- David Kotok, CIO of Cumberland Advisors and GIC Vice Chair of the Central Banking Series
9:15 a.m. | Economics and Policy
- Donald Rissmiller, Founding Partner of Strategas: “The Island’s Economics”
- Natalie Cohen, Managing Director and Head of Municipal Research at Wells Fargo: “PR Pension System Status and What It Means for PR Debt”
- Joseph Engelhard, Senior Vice President of Capital Alpha Partners: “Puerto Rico Debt: Can Washington Do Anything?”
- Moderator Vince Lowry, Founder and Chairman of VTL Associates LLC
10:30 a.m. | Coffee Break
10:45 a.m. | Markets
- John Mousseau, Executive Vice President and Director of Fixed Income at Cumberland Advisors: “Market Reactions to PR Debt News”
- Joseph Mysak, Jr., Editor of “Municipal Market,” a Bloomberg Brief: “Mutual Funds and Puerto Rico Debt”
- Moderator Michael Drury, Chief Economist of McVean Trading and Investments and GIC Vice Chair of Programs
11:45 a.m. | Rating Agency Views
- Robert Kurtter, Managing Director for U.S. State and Regional Ratings, Moody’s Investors Service
- David Hitchcock, Senior Director, Standard & Poor’s Public Finance Ratings
- Moderator David Kotok, CIO of Cumberland Advisors and GIC Vice Chair of the Central Banking Series
12:45 p.m. | Concluding Remarks
- David Kotok, CIO of Cumberland Advisors and GIC Vice Chair of the Central Banking Series
Dress Code: Business attire, with jacket, is required at all times.
Event Location
Speakers
Natalie Cohen
Managing Director and Head of Municipal Research, Wells FargoNatalie Cohen is managing director and head of municipal research, a coverage area that launched in 2010 for the Global Economics and Research Group.
Michael Drury
Chief Economist, McVean Trading & InvestmentsMichael Drury is the chief economist for McVean Trading & Investments, LLC. He joined the firm in 1992, after serving for five years as senior economist with Allen Sinai at Shearson Lehman Brothers and its successor firms. Michael began his career in New York in 1982 as senior economist at A. Gary Shilling and Company. He received his B.S. in economics from the Georgia Institute of Technology and did his graduate work at the University of Wisconsin-Madison.
Joseph Engelhard
Senior Vice President, Capital Alpha PartnersJoseph Engelhard is a senior vice president at Capital Alpha Partners and a 20-year veteran of public policy issues and has held a wide variety of senior-level positions in the U.S. government.
David Hitchcock
Senior Director in Standard and Poor’s State GroupDavid G. Hitchcock has worked at Standard and Poor's for 33 years. He currently is a senior director in Standard and Poor’s state group, involved in state rating and rating committees and serving in particular as primary analyst for the states of New York, Michigan, Arizona, Colorado, Idaho, New Mexico, Kansas, Wyoming and the Commonwealth of Puerto Rico, as well as back up analyst for California, Massachusetts, Connecticut and many other states.
David Kotok
Chief Investment Officer of Cumberland AdvisorsDavid Kotok co-founded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. David’s articles and financial market commentaries have appeared in the New York Times, the Wall Street Journal, Barron’s, and other publications. He is a frequent contributor to Bloomberg TV and Bloomberg Radio, Yahoo Finance TV, and other media.
Robert Kurtter
Managing Director for U.S. State and Regional Ratings, Moody's Investors ServiceRobert Kurtter has been with Moody’s since 1991 and is the managing director for U.S. State and Regional Ratings. He formerly was the team leader for the State & High Profile Ratings team as well as the lead analyst for New York City.
Vincent T. Lowry
Founder and Chairman of VTL Associates LLCVincent T. Lowry is the founder and chairman of VTL Associates LLC. He is the chief portfolio manager for the Revenue-Weighted Indexes.
John Mousseau
President, Chief Executive Officer & Director of Fixed Income, Cumberland AdvisorsJohn Mousseau is currently the President, Chief Executive Officer, and Director of Fixed Income at Cumberland Advisors. In this capacity, John also serves as a portfolio manager and has overall responsibility for portfolio construction, management, analysis, trading, and research for all tax-free and taxable bond accounts. His comments and analyses have appeared in The Bond Buyer, Barron’s, the Wall Street Journal, Bloomberg, Forbes, the Philadelphia Inquirer, and the New York Times.
Joe Mysak
Editor of "Municipal Market"Joe Mysak has been covering the municipal market since January of 1981, when he was hired at The Daily Bond Buyer. He served as copy editor, reporter, assistant managing editor, managing editor, editor, and editor and publisher.
Donald Rissmiller
Founding Partner and Chief Economist of StrategasMr. Rissmiller is a founding Partner of Strategas and has directed the Firm's macroeconomic research efforts since 2006. He oversees Strategas' thematic research as well as high-frequency econometric forecasting.
Tom Tzitzouris
Vice President, Strategas Research PartnersMr. Tzitzouris is a vice president at Strategas, directing the Firm's fixed income research efforts. His work touches on all aspects of broad market fixed income strategy, as well as clients' asset/liability management needs.
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