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Venue

La Costa Resort & Spa
2100 Costa Del Mar Road
Carlsbad, CA 92009

Wednesday, September 14, 2011

9:00 AM -
WELCOME
Mark Campbell, Executive Director, CALIFORNIA DEBT AND INVESTMENT ADVISORY COMMISSION
Michael Stanton, Publisher, THE BOND BUYER
9:15 AM -
Pre-Conference Workshop: A CALL TO ACTION FOR PUBLIC OFFICIALS
Moderator: Stephen Heaney, Managing Director, STONE & YOUNGBERG, A DIVISION OF STIFEL NICOLAUS
9:30 AM -
Pre-Conference Workshop: THE GAME HAS CHANGED-FISCAL STRESS AND PERSONAL LIABILITY FOR LOCAL GOVERNMENT OFFICIALS
Glenn Byers, Assistant Treasurer-Tax Collector, COUNTY OF LOS ANGELES
Robert Doty, President, AGFS
10:45 AM -
Pre-Conference Workshop: LEARNING FROM EXPERIENCE: MAKING GOOD DECISIONS ABOUT YOUR FINANCINGS
Tim Schaefer, Principal Owner, MAGIS ADVISORS
Gary Caporicci, Principal, CAPORICCI CPA
Kevin Civale, Partner, STRADLING YOCCA CARLSON AND RAUTH
Keith Curry, Mayor pro Tem, City of Newport Beach, DIRECTOR, CENTER FOR PUBLIC POLICY, CONCORDIA UNIVERSITY
12:00 PM -
Pre-Conference Workshop LUNCH & ADDRESS
Dean Misczynski, Adjunct Fellow, PUBLIC POLICY INSTITUTE OF CALIFORNIA
1:15 PM -
Pre-Conference Workshop: ON-GOING DISCLOSURE: WHAT’S AN ISSUER TO DO?
Moderator: Paul Rosenstiel, Principal, DE LA ROSA & CO.
Julia Harper Cooper, Director of Finance, CITY OF SAN JOSE
Luke Gilroy, Research Analyst, FIDELITY INVESTMENTS
Robert Olson, Partner, SQUIRE SANDERS & DEMPSEY
Chuck Wolf, Partner, NIXON PEABODY LLP
2:00 PM -
Pre-Conference Workshop: WHAT MATTERS ABOUT YOUR PENSION OBLIGATIONS?
Moderator: Daniel Deaton, Partner, NIXON PEABODY LLP
David Brodsly, Managing Director, KNN PUBLIC FINANCE
Bradley Gewehr, Director, Municipal Credit Advisory, BANK OF AMERICA MERRILL LYNCH
Moderator: John McNally, Partner, HAWKINS DELAFIELD & WOOD LLP
2:00 PM -
3:15 PM -
OPENING REMARKS
Michael Stanton, Publisher, THE BOND BUYER
Robert E. Spangler, Managing Director and Manager, West Region, RBC CAPITAL MARKETS
Travis Gibbs, Partner, NIXON PEABODY LLP
3:30 PM -
Part I: Tested Under Fire: Assessing Demand for Municipals in the Post-BAB Era
Moderator: Frank Sulzberger, Managing Director, BNY MELLON
Peter DeGroot, Managing Director and Head of Municipal Research, JP MORGAN
Jaime Durando, Managing Director, Head - Municipal Syndication, RBC CAPITAL MARKETS
Moderator: Eric Friedland, Head of Municipal Research, SCHRODERS ASSET MANAGEMENT
Dan McAllister, Treasurer-Tax Collector, SAN DIEGO COUNTY
J. Timothy Romer, Managing Director, GOLDMAN SACHS AND CO.
4:30 PM - 5:00 PM
Standard & Poor's Live Market Survey
Moderator: Steven Zimmermann, Managing Director & General Manager, STANDARD & POOR'S
Lewis Feldman, Partner, GOODWIN PROCTER LLP
John Hallacy, Head of Municipals Research, BANK OF AMERICA MERRILL LYNCH
Fred Silva, Senior Fiscal Advisor, CALIFORNIA FORWARD
5:00 PM -
European Waves Felt On the US Shores
Torsten Slok, Chief International Economist, DEUTSCHE BANK
5:15 PM -
Part II: And Who Shall Sell Them? Rethinking Industry Business Models in a Supply Drought
Gavin Murphy, Editor in Chief, THE BOND BUYER
Esther Berg, Director, WILLIAM BLAIR
Ryan Donovan, Director, Municipal Capital Markets, DEUTSCHE BANK
Dominic Frederico, President & CEO, ASSURED GUARANTY LTD.
David Leifer, Managing Director, KNN PUBLIC FINANCE
Moderator: Andy Nakahata, Director, CITIGROUP GLOBAL MARKETS INC.
6:15 PM -
COCKTAIL RECEPTION

Sponsored by:

Thursday, September 15, 2011

7:00 AM -
REGISTRATION OPENS

Sponsored by:

8:30 AM -
MANAGING REALIGNMENT
Moderator: Laurence Pelosi, Director, RBC CAPITAL MARKETS, LLC
Ana Matosantos, Director, Finance Department, STATE OF CALIFORNIA
Karen Ribble, Senior Director, FITCH RATINGS
Carmen Vargas, Senior Vice President - Public Finance, CABRERA CAPITAL MARKETS, LLC
Jose Vera, Director, STIFEL
9:30 AM - 10:30 AM
Crossroads for Redevelopment Agencies
Moderator: Jason Kissane, Managing Director, Head of Western Region, NATIONAL PUBLIC FINANCE GUARANTEE CORPORATION
Jim Kennedy, Interim Executive Director, CALIFORNIA REDEVELOPMENT ASSOCIATION
Janice Weinrick, Deputy Executive Director, SAN DIEGO REDEVELOPMENT AGENCY
Kurt Yeager, Shareholder, STRADLING YOCCA CARLSON & RAUTH
10:30 AM - 11:00 AM
11:00 AM - 12:00 PM
MUNICIPAL DEFAULTS AND BANKRUPTCIES
Moderator: John Knox, Partner, ORRICK, HERRINGTON & SUTCLIFFE LLP
James E. Pass, Managing Director, Municipals Portfolio Manager, GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT
Robert Stout, Finance Director, CITY OF VALLEJO
Rebecca Winthrop, Counsel, BALLARD SPAHR LLP
12:00 PM - 12:45 PM
PENSION DEBATE
Emily Raimes, Vice President-Senior Credit Officer, MOODY'S INVESTORS SERVICE
Ed De La Rosa, President, DE LA ROSA &CO.
Moderator: John Filan, Vice President, DSI Civic, LLC, FORMER COO, STATE OF ILLINOIS
Lynnette Kelly, Executive Director, MUNICIPAL SECURITIES RULEMAKING BOARD
Brian Whitworth, Senior Vice President, FIRST SOUTHWEST
12:45 PM - 2:15 PM
LUNCH & KEYNOTE ADDRESS
John Chiang, Controller, STATE OF CALIFORNIA [INVITED]

Lunch Sponsored by:

2:30 PM -
Track: 09/14/2011 View Track WHY SHOULD YOU CARE ABOUT WATER?
Moderator: Matthew Challis, Senior Vice President, PIPER JAFFRAY
Phyllis Currie, General Manager, PASADENA WATER & POWER
Eric Hoffmann, SVP and Manager, MOODY'S INVESTORS SERVICE
Chuck Rathbone, CFO, EASTERN MUNICIPAL WATER DISTRICT
Deven Upadhyay, Manager, Water Resource Management Group, METROPOLITAN WATER DISTRICT
2:30 PM -
Track: Afternoon Breakout Session I View Track PORTS: Challenges in This Economic Climate
Moderator: Jacqueline Knights, Principal, Director of Public Finance, THE WILLIAMS CAPITAL GROUP, L.P.
Sam Joumblat, CFO, PORT OF LONG BEACH
Karl Pan, CFO, PORT OF LA
James Preusch, CFO, ALAMEDA CORRIDOR TRANSPORTATION AUTHORITY
Lisa Quateman, Office Managing Partner, POLSINELLI SHUGHART LLP
2:30 PM -
Track: Afternoon Breakout Session II View Track HIGHER EDUCATION: Managing the Risk
Moderator: Daniel Deaton, Partner, NIXON PEABODY LLP
Catherine Bando, Director, CITI
Sandra Kim, Executive Director, External Finance Office of the President, UNIVERSITY OF CALIFORNIA
John Stoecker, Financial Advisor, CALIFORNIA MUNICIPAL FINANCE AUTHORITY
3:30 PM - 4:00 PM
4:00 PM - 5:00 PM
Track: 09/14/2011 View Track Municipal Financing of Distributed Solar PV Projects
Moderator: Michael Karlosky, Director, Sustainable Public Infrastructure, WELLS FARGO SECURITIES
Tomakin Archambault, Vice President of Investment, Global Special Situations Group, SUNEDISON
Justin Cooper, Partner, ORRICK, HERRINGTON & SUTCLIFFE LLP
Diana Chuang, Shareholder, RICHARDS WATSON & GERSHON
Isaac Sine, Vice President, BANK OF AMERICA MERRILL LYNCH
4:00 PM - 5:00 PM
Track: Afternoon Breakout Session I View Track AIRPORTS: Managing in a Turbulent Market
Moderator: Guy Nagahama, Senior Vice President, JEFFERIES & COMPANY, INC.
Scott Brickner, Director, Financial Planning & Budget, SAN DIEGO COUNTY REGIONAL AIRPORT AUTHORITY
Kevin Kone, Assistant Deputy Airport Director, Capital Finance, SAN FRANCISCO AIRPORT COMMISSION
Jessica Soltz Rudd, Senior Director, FRASCA & ASSOCIATES, L.L.C.
Amanda Thomas, Deputy Director of Finance & Administration, SACRAMENTO COUNTY AIRPORT SYSTEM
Mary Ellen Wriedt, Director, STANDARD & POOR'S
Ryan Yakubik, Director of Capital Development and Budget, LAX & ONTARIO
4:00 PM - 5:00 PM
Track: View Track POLITICS OF RESTRUCTURING
Bill Brandt, President & CEO, Development Specialists, Inc., CHAIRMAN, ILLINOIS FINANCE AUTHORITY
Moderator: John Filan, Vice President, DSI Civic, LLC, FORMER COO, STATE OF ILLINOIS
Eric Sedler, CEO, ASGK PUBLIC STRATEGIES
Victor Sahn, Member, SULMEYERKUPETZ
Duf Sundheim, CEO, Global Policy Strategies, APC, FORMER CALIFORNIA REPUBLICAN PARTY CHAIRMAN
4:00 PM - 5:00 PM
Track: Afternoon Breakout Session II View Track IS TOLLING HOV/HOT LANES THE ANSWER?
Moderator: Michael Carlson, Managing Director, J.P. MORGAN SECURITIES LLC
Greg Hulsizer, CEO, SOUTH BAY EXPRESSWAY
Terry Matsumoto, Chief Financial Services Officer & Treasurer, LA COUNTY MTA
Brian Mayhew, Chief Financial Officer, MTC/BATA
Moderator: Kevin O'Brien, Director, BANK OF AMERICA MERRILL LYNCH
5:00 PM - 7:00 PM
COCKTAIL RECEPTION

Sponsored by:

7:00 PM -
9:30 PM -

Friday, September 16, 2011

7:30 AM -
REGISTRATION OPENS

Sponsored by:

8:45 AM - 9:15 AM
MORNING KEYNOTE: THE DEBT MANAGER
Bill Lockyer, Treasurer, STATE OF CALIFORNIA
9:15 AM - 10:30 AM
GENERAL SESSION: The D.C. Outlook
Moderator: George Greer, Partner, ORRICK, HERRINGTON & SUTCLIFFE LLP
Lynnette Kelly, Executive Director, MUNICIPAL SECURITIES RULEMAKING BOARD
Moderator: John McNally, Partner, HAWKINS DELAFIELD & WOOD LLP
Julio Morales, Finance Director, CITY OF EL MONTE
Leslie Norwood, Managing Director & Associate General Counsel, Municipal Securities and Co-Head of Municipal Securities Division, SIFMA
10:30 AM -
LIQUIDITY FACILITIES AND OTHER SHORT-TERM FINANCING TOOLS
Richard Kolman, Managing Director, Head of Muni Securities Group, U.S. BANK
Ronald Rumack, Senior Vice President and Team Leader, SUMITOMO MITSUI BANKING CORPORATION
Rudy Salo, Partner, NIXON PEABODY LLP
Moderator: John Sheldon, Managing Director, MORGAN STANLEY & CO.
Nat Singer, Managing Director, SWAP FINANCIAL
Harriet Welch, Partner, SQUIRE SANDERS
11:15 AM -
FINANCING RENEWABLE ENERGY PROJECTS IN THIS ECONOMY
Moderator: Stephen Cole, Partner, FULBRIGHT & JAWORSKI LLP
Mike Berwanger, Managing Director, PUBLIC FINANCIAL MANAGEMENT INC.
Richard Helgeson, General Counsel, SCPPA
Stephen Howard, Director and Head, Infrastructure Project Finance, BARCLAYS CAPITAL
Vernon D. Oates, Director of Finance and Accounting, SCPPA
John Rhow, Director, BARCLAYS CAPITAL
12:00 PM -
12:00 - 2:00
POST CONFERENCE WORKSHOP: THE PROPERTY ASSESSMENT PROCESS HAS FOREVER CHANGED – AN INSIDER’S VIEW
Moderator: Paul Cowdery, Director of Sales and Business Development, PARCELQUEST
Paul Abelson, Finance Director, CITY OF OAKLEY, CA
David Butler, Former Assessor, Recorder, County Clerk, COUNTY OF SAN DIEGO
Bruce Kerns, Managing Director, STONE & YOUNGBERG