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Gurtin Fixed Income Presentation_TBP Conference_10.4.12

Gurtin Fixed Income Presentation_TBP Conference_10.4.12

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Published by: annawitkowski88 on Oct 09, 2012
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10/14/2012

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TBP Conference2012 Municipal Market Overview
 
No part of this presentation may be copied, reproduced, stored in a retrieval system, or transmitted in any form or by any meanselectronic, mechanical, photocopying, recording, or otherwise —without the written permission of Gurtin Fixed Income Management, LLC.This presentation is incomplete without the accompanying oral commentary and discussion.
Copyright © 2012 by Gurtin Fixed Income Management, LLC
Chicago | San Diego
2
The Municipal Market in 2012
Don’t believe everything you read (or hear).What’s going on in California and is it a precursor for the rest of the country? (A Case Study)
 
No part of this presentation may be copied, reproduced, stored in a retrieval system, or transmitted in any form or by any meanselectronic, mechanical, photocopying, recording, or otherwise —without the written permission of Gurtin Fixed Income Management, LLC.This presentation is incomplete without the accompanying oral commentary and discussion.
Copyright © 2012 by Gurtin Fixed Income Management, LLC
Chicago | San Diego
3
Municipal debt has many “self proclaimed” experts.Our View: there are few seasoned and skilled professionalstrained in true fundamental municipal credit analysis.
The Municipal Market in 2012: Thesis

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