General Investing >> Money Manager Interviews >> March 5, 2012

Asset Mix Shifts As U.S. Economic Outlook Improves – Peter Jackson, Steven Hall & Sukyong Yang – Cumberland Private Weal

Steven Hall, CFA, is an Investment Analyst at Cumberland with responsibility for research and analysis of Canadian and U.S. equities. He is a Member of Cumberland's investment committee. Before Cumberland, Mr. Hall was an Investment Analyst for U.S. equities at a Toronto-based investment counseling firm. He has more than 10 years of experience in investment research, sales and trading. Mr. Hall obtained his MBA from The Schulich School of Business at York University in 2002. He is a shareholder of Cumberland Partners Limited, the firm's parent company.Peter Jackson Chief Investment Officer of Cumberland Private Wealth Management, is responsible for overseeing Cumberland's investment mandates, and for managing the team of Research Analysts and Portfolio Managers. He is the Senior Portfolio Manager for our Canadian Equities, North American Equities investment mandates, as well as the Manager of the Cumberland Special Opportunities and Energy Funds. Before Cumberland, Mr. Jackson managed a private investment partnership that acted as a subadviser for Elliott and Page Investment Counsel. Previously, he was a Portfolio Manager and Investment Analyst at Barclays McConnell and Sun Life, respectively, with a focus on Canadian equities stock selection and research. Mr. Jackson has more than 25 years' experience in the investment management business. He is a Director and shareholder of Cumberland Partners Limited, the firm's parent company.Sukyong Yang, CFA, joined Cumberland in 2009. Ms. Yang heads the Global Core Equity and International Funds. She has diverse experience in portfolio management and comprehensive knowledge of global equities. She is a Chartered Accountant. Before joining the firm, Ms. Yang had a portfolio management company, Concordia Capital, where she managed money for high net worth individuals. Before establishing Concordia Capital, Ms. Yang managed international equities for institutions and private clients as a Partner at KBSH Capital Management. She began her investment career at Ontario Teachers' Pension Plan board as an Analyst specializing in financial institutions, energy and utility sectors. With more than 18 years of experience in the investment management business, she also spent several years as a Consultant and Auditor at KPMG in its Amsterdam, Seoul and Toronto offices. Profile
TWST: Please start with a brief history and overview of Cumberland Private Wealth Management.

Mr. Jackson: I'll give you a quick overview of Cumberland and then I will introduce a couple of my