Managing Currency Risk in the ETF Space: Welcome and Session I

VIDEO May 22, 2014

Speaker / Author

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. Mr. Kotok’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, Fox Business, and other media. Mr. Kotok has served as ... Read More

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. In 2006, Mr. Trennert co-founded Strategas, which originally began with just five employees. Today, the firm employs over 45 research analysts, institutional salesmen, and sales traders, at its offices in New York and Washington D.C. and is fortunate to count among its clients some of the world’s largest mutual funds, investment advisers, pensions and endowments, and hedge funds. Over the course of his career, Mr. Trennert has earned a reputation for being a keen and thoughtful market observer. His thorough analysis and humorous, often contrarian ... Read More

Dino Kos

Head of Regulatory Affairs, CLS Bank International

Dino Kos joined CLS Bank International as head of regulatory affairs in February 2013. He has more than 25 years of industry and regulatory experience, including over 20 years at the Federal Reserve Bank of New York (FRBNY) in a variety of regulatory and market capacities. During his time at the FRBNY, Dino rose to the position of executive vice president of the markets group, where he was responsible for open market operations, foreign exchange trading, treasury auctions, the discount window and the correspondent banking services provided by the FRBNY to other central banks. He was also manager of the system open ... Read More

Kathleen Stephansen

GIC Chair, Senior Economist for Haver Analytics and Trustee of EQAT Trust Funds

Kathleen Stephansen is GIC Chair, Senior Economist for Haver Analytics and Trustee of EQAT Trust Funds. She is the former Chief Economist of Huawei Technologies, Chief Economist of the American International Group (AIG) and AIG Asset Management’s Senior Strategist and Global Head of Sovereign Research. Prior to joining AIG in 2010, Kathleen was Chief Economist at Aladdin Capital Holdings, Credit Suisse’s Head of Global Economic Research, and Donaldson, Lufkin and Jenrette Securities Corporation’s co-head of Fixed Income economic research and Chief International Economist. Kathleen serves on the board of the Global Interdependence Center (GIC) as the vice-chair of programming. She is ... Read More

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.

Prior to co-founding Strategas in 2006, Mr. Rissmiller was an Economist and Managing Director at International Strategy & Investment (ISI) Group. Before joining ISI, he worked at the Federal Reserve Bank of New York, focusing on the analysis of U.S. macroeconomic data and price/wage forecasting models. He is frequently quoted in the financial press. ... Read More