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The Condition of State and Local Governments: Municipal Bonds

Date: Tuesday, April 2, 2013 - Wednesday, April 3, 2013
Harry Sudakoff Conference Center, 5845 General Dougher Place Sarasota, FL

In partnership with New College of Florida: A discussion of Municipal Bonds and new taxes in 2013.

Event Detail

The Condition of State and Local Governments: Municipal Bonds

State and local governments have yet to completely emerge from the financial crisis as the lingering affects continue to weigh down on their finances. During the last few years we have seen headlines about state pension problems, cities defaulting on their debts and water and sewer systems entering bankruptcy. What is the current state of affairs for state and local government finances and how will they be impacted by federal government fiscal issues? Join us as we answer these questions and more with our panels of public officials and industry experts.

Agenda

3:30 – 4:30 p.m. |  Session I:  National, State and Local Municipal Bonds

  • John Mousseau, Executive Vice President and Director of Fixed Income, Cumberland Advisors, Inc.
  • Natalie Cohen, Managing Director & Head of Municipal Research, Wells Fargo
  • Robert Kurtter, Managing Director for U.S. State & Regional Ratings, Moody’s Investors Service
  • Daniel Bergstresser, Associate Professor of Finance, Brandeis International Business School

4:30 – 4:40 p.m. | Break

4:40 – 5:30 p.m. |   Session II:  Sarasota County & Regional Municipal Credit Financial Status

  • Karen Rushing, Sarasota County Clerk of the Circuit Court and County Comptroller
  • David Verinder, Chief Financial Officer of Sarasota Memorial Hospital
  • Rick Piccolo, President of Sarasota Bradenton International Airport
  • Stephen DeMarsh, Sarasota County Attorney

Moderators: John Mousseau and John Wagner of Williams Parker Attorneys at Law

Event Location

Date: Tuesday, April 2, 2013 - Wednesday, April 3, 2013 Time: 3:30 PM City: Sarasota Harry Sudakoff Conference Center Download iCal

Speakers

John Mousseau

John Mousseau

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

John 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.

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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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Karen Rushing

Karen Rushing

Sarasota County Clerk of the Circuit Court and County Comptroller

Described by the Sarasota Herald Tribune as “intelligent, energetic and forward looking,” Karen Rushing has literally built her entire executive career on seizing opportunities to improve the world around her.

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Partners

New College of Florida