“Puerto Rico Debt” Welcoming Remarks and Session I

VIDEO January 19, 2014

Speaker / Author

Vincent T. Lowry

Founder and Chairman of VTL Associates LLC

Vincent T. Lowry is the founder and chairman of VTL Associates LLC.  He is the chief portfolio manager for the Revenue-Weighted Indexes. Prior to starting VTL Associates, Vince was a managing director at Smith Barney, a division of CitiGroup Global Markets Inc. During his career, Vince has provided consulting services to insurance companies such as Leucadia National, Colonial Penn, Fidelity Mutual Life, the Insurance Department of Pennsylvania, Pennsylvania Treasury and Ohio Treasury. Vince was an early proponent of liability driven asset allocation, implementing custom liability index in 1996 for several large insurance pools.  In recent years he has applied fundamental indexing ... Read More

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

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

Joseph Engelhard

Senior Vice President, Capital Alpha Partners

Joseph Engelhard is a senior vice president at Capital Alpha Partners, a 20-year veteran of public policy issues and has held a wide variety of senior-level positions in the U.S. government. As deputy assistant secretary for trade & investment policy at the U.S. Treasury Department, Joe led the free trade agreement negotiations in the banking and securities sectors and also chaired the inter-agency CFIUS meetings that performed a national security review of any purchase of a U.S. company by foreign governments or corporations. As general counsel of the Joint Economic Committee and as senior counsel at the Domestic and International Monetary ... Read More

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 late 2010 as part of the Global Economics and Research group, at Wells Fargo Securities. She was previously president of National Municipal Research, Inc., an independent consulting company focused on state and local fiscal condition. Prior to National Municipal Research, she was managing director at Financial Security Assurance, a bond insurance company. She has also held positions in high yield municipal bond insurance at Enhance Financial Service Group, now Radian, and American Capital Access. In addition to bond insurance, Natalie was a vice president ... Read More