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

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: