U.S. State & Local Government Debt Markets

PRESENTATION March 26, 2012

Speaker / Author

Peter Demirali

Managing Director, Cumberland Advisors

Peter Demirali joined Cumberland Advisors in 2002 as portfolio manager for the Taxable Bond style, and became a managing director in 2011. Mr. Demirali was a senior portfolio manager at6 Smith Barney Asset Management from 1990 to 1999. In that position, he initiated a corporate bond component for taxable fixed-income portfolios. From 1999 to 2002 he was a partner in Anval, Inc., a commercial real estate brokerage company, where he successfully developed new territories and clients for his firm. He traded zero-coupon bonds at Yamaichi International, a Japanese securities dealer, from 1987 to 1989. Mr. Demirali began his career at Chemical ... Read More

David Kotok

Chief Investment Officer of Cumberland Advisors

David Kotok co-founded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. David’s articles and financial market commentaries have appeared in the New York Times, the Wall Street Journal, Barron’s, and other publications. During his career, he has been a frequent contributor to Bloomberg TV and Bloomberg Radio, Yahoo Finance TV, and other media. He has authored or co-authored four books, including the second edition of "From Bear to Bull with ETFs" and "Adventures in Muniland". He holds a B.S. in economics from the Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from ... Read More

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. He has also been a contributor to the Municipal Finance Journal. In addition, he has appeared on Bloomberg Television and Radio, Reuters, CNBC, and on Sarasota-Manatee’s local media for ... Read More