Cumberland Advisors & USF Will Hold Panel on Post-Election Financial Markets

Author: , Post Date: November 16, 2020
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To help sort through the election results and guide investors through these uncertain times, Cumberland Advisors and the University of South Florida will host a virtual panel discussion on financial markets on Nov. 17 from noon-1:30 p.m. Economists, Portfolio Managers, Researchers, and Academics from the Sarasota-Manatee campus within the USF Muma College of Business and Sarasota-based Cumberland Advisors will share their insights about investment strategies in our current climate.

The 90-minute “Post-Election Financial Markets” discussion is free and open to the public. Individuals need to register in advance here. David Kotok, who co-founded Cumberland Advisors in 1973, is a  USF supporter and frequent contributor to financial press. The event also is sponsored by the Global Interdependence Center, based in Philadelphia.

Panelists from Cumberland include John Mousseau, president, chief executive officer and director of fixed income; Robert Eisenbeis, chief monetary economist; Patricia M. Healy, senior vice president of research and portfolio manager; Matthew McAleer, executive vice president and director of equity strategies; Bill Witherell, chief global economist and portfolio manager; and Leo Chen, portfolio manager and quantitative strategist.

Jean Kabongo, campus dean in the Muma College of Business and a professor of strategic management and entrepreneurship, will facilitate the panels. Also set to participate is Eddie Sanchez, a finance instructor at USF, director of the Bloomberg Financial Markets Lab at the Sarasota-Manatee campus and a longtime hedge fund portfolio manager and securities analyst.

The agenda and topics follow:

Noon to 1:30 p.m. Welcome

Dr. Karen A. Holbrook, Regional Chancellor, USF Sarasota-Manatee campus

Jean Kabongo, PhD, Campus Dean, Muma College of Business

12:10-12:25 p.m. Overview of the Political and Economic
LandscapeDavid R Kotok, Chairman & Chief Investment Officer Cumberland Advisors
12:25 to 12:50 p.m. Bond Markets and Credit – Interest Rates, the Fed and Congress

Eddie Sanchez, PhD, Finance Instructor, University of South Florida, Sarasota-Manatee Campus

John R. Mousseau, CFA, President, Chief Executive Officer & Director of Fixed Income, Cumberland Advisor

Robert A. Eisenbeis, PhD, Vice Chairman and Chief Monetary Economist, Cumberland Advisors

Patricia M. Healy, CFA, Senior Vice President of Research and Portfolio Manager, Cumberland Advisors

12:50 p.m. to 1:15 pm Domestic and International Equity Markets Post Election

Matthew McAleer, Executive Vice President & Director of Equity Strategies, Cumberland Advisors

Bill Witherell, PhD, Chief Global Economist & Portfolio Manager, Cumberland Advisors

Leo Chen, PhD, Portfolio Manager & Quantitative Strategist. Cumberland Advisors

1:15 to 1:30 p.m. Questions and Answers with Panelists

 

See speaker bios and more here: https://www.sarasotamanatee.usf.edu/events/post-election-financial-markets.aspx

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Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.
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