Munis: Chicago, Detroit, Puerto Rico and More

New York

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# (15GIC006) and date attended fields only.

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

180 Central Park South New York, NY 10019

Munis: Chicago, Detroit, Puerto Rico and More
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