Sentences with phrase «cumberland advisors»

You then have to be standing there to catch it,» advised David Kotok, chairman and chief investment officer of Cumberland Advisors.

He cofounded Cumberland Advisors in 1973 and has been its chief investment officer since inception.

William Dudley, President and CEO (Speaker) Date: Thursday, March 30, 2017 Time: 4:30 PM EDT Subject: The Importance of Financial Conditions in the Conduct of Monetary Policy Event: Financial Literacy Day & Laboratory Dedication Organizers: University of South Florida Sarasota - Manatee and Cumberland Advisors Location: University of South Florida Sarasota - Manatee at the Selby Auditorium 8350 North Tamiami Trail Sarasota, FL 34243

At Cumberland Advisors, we are not exuberant supporters of «2 - and - 20» hedge funds, funds of hedge funds, and other alternative investments.

Cumberland Advisors and the University of South Florida Sarasota - Manatee were proud host Financial Literacy Day on March 30, 2017.

The day also featured the dedication of the new David Kotok / Cumberland Advisors Financial Information Laboratory equipped with Bloomberg Professional Services.

David Kotok and Cumberland Advisors were featured in the October 2016 edition of SCENE Magazine (pg.

The Cumberland Advisors CIO explains why he's buying health care, and which ETFs he's using to do it.

Every year, David Kotok, chief executive of Sarasota, Fla. - based Cumberland Advisors, invites about 50 economists, money managers, former central bankers and others to a fishing camp at the northern edge of Maine.

Source: Bob Eisenbeis, Cumberland Advisors (estimate)(2) Source: Federal Reserve 2016 Annual Report (pages 412 and 420).

Camp Kotok («CK») is a «by invitation» event for individuals associated either directly with Cumberland Advisors or with the financial industry, generally.

David Kotok of Cumberland Advisors started the event after narrowly escaping death in the World Trade Center on 9/11.

Cumberland Advisors have authored a new book on the municipal bond market.

This is not a routine Cumberland Advisors Commentary!

Some of the best economists, fund managers and industry leaders attend this event organized by David Kotok, the Chairman and Chief Investment Officer at Cumberland Advisors.

Leo Chen, Ph.D., Portfolio Manager & Quantitative Strategist for Cumberland Advisors, will join me to speak on July 12th for an annual gathering of economists, bankers, academics, and finance industry representatives known as the Rocky Mountain Economic Summit.

USF Sarasota - Manatee, Cumberland Advisors and the Global Interdependence Center are partnering to host Financial Literacy Day.

Cumberland Advisors is a registered investment advisory firm headquartered in Sarasota, FL (with a branch office in Vineland, NJ).

Cumberland Advisors» portfolio management emphasizes long - lasting relationships and continuous personalized discussion among clients, their consultants, tax advisors and the assigned portfolio management contact at Cumberland.

Cumberland Advisors» disclosure form ADV Part II is available here.

Cumberland Advisors is a dedicated fee - for - service only asset manager joining market leading knowledge, analysis, and management with very low fees.

Cumberland Advisors also provides financial advisory services to state and local governments and furnishes advice with respect to investments.

As Cumberland Advisors shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law.

At Cumberland Advisors we appreciate the trust you have placed in us, and we want to maintain that trust.

Information Safeguarding Cumberland Advisors will internally safeguard your nonpublic personal information by restricting access to only those employees who provide services to you or those who need access to your information to service your account.

Bob Eisenbeis, vice chairman at Cumberland Advisors, discusses the Fed's jobless rate forecast for 2018.

Dr. Robert A. Eisenbeis serves as Cumberland Advisors» Vice Chairman and Chief Monetary Economist.

Cumberland Advisors is in a celebration and «fully invested» on the U.S tax bill, according to Chairman and Chief Investment Officer David Kotok.

David R. Kotok, Chairman & Chief Investment Officer for Cumberland Advisors, sits down with Asset TV to discuss the Department of Labor's potential rules change to fiduciary responsibilities and how it would affect the disclosure of «pay to play» fees.

David R. Kotok, Chairman & Chief Investment Officer for Cumberland Advisors, sits down with Asset TV to talk about how the election cycle will affect markets going forward as the uncertainty over party candidates wanes.

David Kotok, Cumberland Advisors» chairman and chief investment officer, discusses his investment strategy on «What'd You Miss?»

John Mousseau, Executive Vice President and Director of Fixed Income at Cumberland Advisors in Sarasota, speaks more on the subject.

David Kotok, Chairman and CIO, Cumberland Advisors joins BNN to give us his thoughts on the U.S. election and also gives us an update on his calls from earlier on in the year.

Cumberland Advisors provided a grant to USF Sarasota - Manatee and to GIC to assist this event aimed at public education.

John Mousseau of Cumberland Advisors joined other panelists during a seminar at the American Enterprise Institute that took stock of Puerto Rico's post-hurricane economic prospects.

Panelists & Participants: - Andrew Biggs, AEI - Jose Carrion, Financial Oversight and Management Board for Puerto Rico - Anne Krueger, Paul H. Nitze School of Advanced International Studies - Desmond Lachman, AEI - John Mousseau, Cumberland Advisors - Alex J. Pollock, R Street Institute - Antonio Weiss, Harvard Kennedy School

Prior to joining Cumberland Advisors, he worked for a local construction company while attending college.

Cumberland Advisors and the University of South Florida Sarasota - Manatee are proud to invite you to our Financial Literacy Day being held on March 30, 2017.

David Kotok, chairman and chief investment officer of Cumberland Advisors, «One man's income is another man's expenses.

MoneyShow Las Vegas — May 15 - 18, 2017 From May 15th to 18th, John Mousseau of Cumberland Advisors will join the nation's top financial minds at The MoneyShow Las Vegas where they'll discuss the economy, the markets, and how the changing political climate will impact them in the coming year.

He serves as a Portfolio Manager and Fixed Income Analyst for Cumberland Advisors» Fixed Income Department.

Mr. Himelberger is located in Cumberland Advisors» headquarter office in Sarasota, Florida.

«I'm taking advantage of these markets and am heavily overweighted financials and banks,» said David Kotok, chairman and chief investment officer Of Cumberland Advisors in Sarasota, Florida.

In his time outside of Cumberland Advisors, he enjoys participating in fishing competitions, recreational fishing, and golfing.

Daniel Himelberger, joined Cumberland Advisors in July 2013 after graduating Cum Laude from the University of South Florida, where he earned a B.A. in Finance.

Cumberland Advisors and the University of South Florida Sarasota - Manatee are proud to present Financial Literacy Day, held at the University of South Florida Sarasota - Manatee campus this March 30, 2017.

David Kotok, chairman at Cumberland Advisors, discusses the Fed's policy path next year, the impact of the rate hikes on the bond market and his outlook for 2016.

David Kotok: Valuations Are Extreme in Our View Cumberland Advisors chairman and CIO David Kotok discusses major market predictions with Bloomberg's Alix Steel and Scarlet Fu on «What'd You Miss?»

Slow growth environment for equities and bonds will continue into next year says John Mousseau, Director of Fixed Income at Cumberland Advisors.

USF Sarasota - Manatee, Cumberland Advisors and the Global Interdependence Center are partnering to host Financial Literacy Day on April 5th, 2017.