|
|
 |
Date |
 |
Advisor |
 |
Event |
 |
Organization |
 |
Slides |
 |
 |
12/8/2011 |
 |
David Kotok |
 |
Inside Commodities
|
 |
Index Universe
|
 |
|
 |
 |
7/30/2010 |
 |
David Kotok |
 |
Rocky Mountain Economic Summit
|
 |
Multiple Sponsors
|
 |
n/a
|
 |
 |
6/16/2010 |
 |
Peter Demirali |
 |
U.S. State and Local Government Debt Markets
|
 |
Global Interdependence Center
|
 |
n/a
|
 |
 |
4/30/2010 |
 |
John Mousseau |
 |
South Florida FPA Conference
|
 |
FPA
|
 |
n/a
|
 |
 |
4/30/2010 |
 |
David Kotok |
 |
South Florida FPA Conference
|
 |
FPA
|
 |
n/a
|
 |
 |
12/14/2009 |
 |
David Kotok and Bob Eisenbeis |
 |
Cumberland Advisors Special Reception
|
 |
Cumberland Advisors
|
 |
n/a
|
 |
 |
9/17/2009 |
 |
David Kotok |
 |
Morgan Stanley Smith Barney and Cumberland Advisors
|
 |
Morgan Stanley Smith Barney
|
 |
n/a
|
 |
 |
8/21/2009 |
 |
David Kotok |
 |
Annual Convention and Golf Tournament
|
 |
Utah Association of Financial Services
|
 |
n/a
|
 |
 |
8/5/2009 |
 |
Peter Demirali |
 |
Global Financial Crisis 2009: Preparing for the Future
|
 |
PLI Practising Law Institute
|
 |
n/a
|
 |
 |
6/24/2009 |
 |
David Kotok |
 |
Investors and Advisory Board Meeting
|
 |
First Priority Bank
|
 |
n/a
|
 |
 |
6/23/2009 |
 |
David Kotok |
 |
Business Forum
|
 |
Liberty Bell Bank
|
 |
n/a
|
 |
 |
5/27/2009 |
 |
David Kotok |
 |
GIC/Bank of Zambia 2009 Food and Water Conference Series
|
 |
Global Interdependence Center
|
 |
n/a
|
 |
 |
5/21/2009 |
 |
David Kotok |
 |
Board of Director's Meeting
|
 |
Greater Philadelphia Area Chamber of Commerce
|
 |
n/a
|
 |
 |
5/10/2009 |
 |
David Kotok |
 |
2009 Financial Markets Conference - Financial Innovation and Crises
|
 |
Federal Reserve Board of Atlanta
|
 |
n/a
|
 |
 |
5/1/2009 |
 |
John Mousseau |
 |
29th Annual South Florida FPA Conference
|
 |
South Florida FPA
|
 |
n/a
|
 |
 |
4/22/2009 |
 |
David Kotok |
 |
2009 PMI Forum
|
 |
Portfolio Management Institute
|
 |
n/a
|
 |
 |
4/1/2009 |
 |
David Kotok |
 |
Fishing Financial Markets for the Big One
|
 |
Charlotte Economics Club and CFA NC Society
|
 |
n/a
|
 |
 |
3/31/2009 |
 |
David Kotok |
 |
Rotary Annual Meeting
|
 |
Vineland Rotary
|
 |
n/a
|
 |
 |
3/10/2009 |
 |
David Kotok |
 |
Investment Symposium
|
 |
CFA Society, Tampa Bay
|
 |
n/a
|
 |