Munis: Chicago, Detroit, Puerto Rico and More

Date: Tuesday, September 29, 2015
New York Athletic Club, 180 Central Park South New York, NY 10019

Event Detail

Munis: Chicago, Detroit, Puerto Rico and More

7:45 a.m. | Registration and Continental Breakfast

8:15 a.m. | Welcoming Remarks

  • Jason Trennert, Managing Partner and Chief Investment Strategist of Strategas Research Partners LLC
  • David Kotok, CIO of Cumberland Advisors and GIC Board Member

8:30 a.m. | Session 1: Broad Municipal Market Review – Are Munis Rich or Cheap?

  • John Mousseau, Executive Vice President and Director of Fixed Income, Cumberland Advisors
  • Mary Francoeur, Managing Director of Assured Guarantee
  • Sean Carney, Director, Head of Municipal Strategy, BlackRock
  • Kathleen McNamara, Senior Municipal Bond Strategist, Wealth Management Research, UBS
  • Moderator: Joe Mysak, Editor of Municipal Market, Bloomberg

9:45 a.m. | Session 2: City Credit Review

  • Natalie R. Cohen, Managing Director, Municipal Securities Research, Wells Fargo Securities
  • Tom Tzitzouris, Director, Fixed Income Strategist, Strategas Research Partners
  • Matthew Reining, Senior Director and Analytical Manager, Standard and Poor’s Ratings Services
  • Moderator: Eric Platt, Correspondent, Financial Times

10:45 a.m. | Session 3: Puerto Rico Update

  • Economic Update: Don Rissmiller, Chief Economist of Strategas and GIC Vice Chair of Programs
  • Credit Update: Michael Comes, Vice President of Research and Portfolio Manager, Cumberland Advisors
  • Legislation 870: Chuck Gabriel, President of Capital Alpha Partners
  • Moderator: Mike McKee, Economics Editor, Bloomberg

11:45 a.m. | Closing Remarks

  • David Kotok, CIO of Cumberland Advisors and GIC Board Member

11:45 a.m. | Book Signing: Adventures in Muniland: A Guide to Municipal Bond Investing in the Post Crisis Era
Written by Michael Comes, David Kotok and John Mousseau

 

For a printable version of the flyer, please click here. See location details for building and dress code information.

This program has been approved for  3.25 CTFA credits.  CTFA credits should be distributed as follows: 3.25 INV.  This statement should not be viewed as an endorsement of this program or its sponsor.  ICB Members must report these credits at www.icbmembers.org.

IMCA has accepted this program for 2.5 hours of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you hold the CIMA®, CIMC® or CPWA® certification(s), you may report this CE program online by logging into your My IMCA account at www.imca.org/user. Detailed reporting instructions can be found at http://www.imca.org/pages/onlinereporting. When reporting online, leave the provider name field blank and fill in the program ID# (15GIC006and date attended fields only.

The CFP Board has accepted this program for 2.50 CE credit hours. The program ID is 219721.

Event Location

Date: Tuesday, September 29, 2015 Time: 8:00 AM - 12:00 PM City: New York New York Athletic Club

The program will be held in the Olympic Suites on the 10th Floor.
 

Please note that business attire, with jacket, is required at all times. For more information regarding the dress code, visit www.nyac.org/dress-code.

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Speakers

Sean Carney

Sean Carney

Director, Head of Municipal Strategy, BlackRock

Sean Carney, Director, is the Head of Municipal Strategy at BlackRock, one of the largest managers of U.S. municipal bond assets. He is also a member of the firm's Investment Strategy Team, a nine-member committee led by Peter Hayes and tasked with setting the strategic direction of BlackRock's tax-exempt product suite.

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Natalie Cohen

Natalie Cohen

Managing Director and Head of Municipal Research, Wells Fargo

Natalie Cohen is managing director and head of municipal research, a coverage area that launched in 2010 for the Global Economics and Research Group.

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Michael Comes

Michael Comes

Vice President of Research & Portfolio Manager, Cumberland Advisors

Michael Comes, CFA serves Cumberland Advisors as Vice President of Research and Portfolio Manager. His responsibilities include research of current and prospective bond holdings, both tax-exempts and BABs, as well as trading of tax-exempts and BABs on Cumberland’s fixed income desk.

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Mary Francoeur

Mary Francoeur

Managing Director at Assured Guaranty

Mary Francoeur is Assured Guaranty’s managing director responsible for business development and underwriting for Northeast US Public Finance and Project Finance and Utilities in the Americas.

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Charles Gabriel

Charles Gabriel

President, Capital Alpha

Charles Gabriel is a 32 year veteran of political forecasting for institutional investors and president of Capital Alpha. In addition to election risk and overall policy-related investment strategy, he specializes in trends and developments impacting the mortgage, specialty finance and education sectors.

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David Kotok

David Kotok

CIO of Cumberland Advisors

David R. Kotok cofounded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. He holds a B.S. in economics from The Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from The School of Arts and Sciences at the University of Pennsylvania, and an M.A. in philosophy from the University of Pennsylvania.

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Michael McKee

Michael McKee

International Economics and Politics Correspondent, Bloomberg Radio/TV

Michael McKee is the International Economics and Policy Correspondent for Bloomberg TV and Radio, covering market and political developments, economic trends and central banks in the United States and around the globe.

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Kathleen McNamara

Kathleen McNamara

Senior Municipal Bond Strategist, Wealth Management Research, UBS Financial Services Inc.

Kathleen is a Strategist for Wealth Management Research (WMR), and member of the Fixed Income Team, focusing on the municipal bond market.

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John Mousseau

John Mousseau

President, Chief Executive Officer & Director of Fixed Income, Cumberland Advisors

John R. Mousseau, CFA, joined Cumberland Advisors in September 2000. He is currently President and Chief Executive Officer, and the Director of Fixed Income at Cumberland Advisors. In this capacity, Mr. Mousseau is a portfolio manager and has overall responsibility for portfolio construction, management, analysis, trading, and research for all tax-free and taxable bond accounts.

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Joe Mysak

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.

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Eric Platt

Eric Platt

Correspondent, Financial Times

Eric Platt is US capital markets correspondent for the Financial Times, covering corporate and municipal bonds. He is based in New York.

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Matthew T. Reining

Matthew T. Reining

Analytical Manager for U.S. Public Finance State and Local Government, Standard & Poor's Ratings Services

Matthew T. Reining is the analytical manager for U.S. Public Finance State and Local Government group’s Western region credits at Standard & Poor’s Ratings Services. Based in the San Francisco office, he leads a team of 15 analysts working on local government credit analysis.

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Donald Rissmiller

Donald Rissmiller

Founding Partner of Strategas

Mr. 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.

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Jason DeSena Trennert

Jason DeSena Trennert

Managing Partner and Chief Investment Strategist of Strategas Research Partners LLC

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.

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Tom Tzitzouris

Tom Tzitzouris

Vice President, Strategas Research Partners

Mr. 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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Sponsors

Strategas
Cumberland Advisors