Conference Agenda

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2100 Costa Del Mar Road
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Wednesday, September 14, 2011

8:00 AM -

Pre-Conference Workshop REGISTRATION OPENS

9:00 AM -

CDIAC PRE-CONFERENCE WORKSHOP --TAKE LEADERSHIP OF YOUR FINANCINGS

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

10:30 AM -

MORNING NETWORKING AND REFRESHMENT BREAK

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 -

MAIN CONFERENCE REGISTRATION BEGINS

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3:00 PM -

Pre-Conference Workshops Adjourns

3:15 PM -

OPENING REMARKS

Michael Stanton, Publisher, THE BOND BUYER

Robert E. Spangler, Managing Director and Manager, West Region, RBC CAPITAL MARKETS, LLC

Travis Gibbs, Partner, NIXON PEABODY LLP

3:30 PM -

THE STATE OF THE MARKET ROUNDTABLES

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 of Syndication, RBC CAPITAL MARKETS, LLC

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

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Thursday, September 15, 2011

7:00 AM -

REGISTRATION OPENS

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7:30 AM -

CONTINENTAL BREAKFAST IN THE EXHIBIT AREA

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8:30 AM -

MORNING GENERAL SESSIONS

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, STONE & YOUNGBERG LLC

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

NETWORKING AND REFRESHMENT BREAK

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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

Lunch Sponsored by:

2:30 PM -

AFTERNOON BREAKOUTS

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

Networking and Refreshment Break

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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 &AMP; 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

Kevin O'Brien, Director, BANK OF AMERICA MERRILL LYNCH

5:00 PM - 7:00 PM

COCKTAIL RECEPTION

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7:00 PM -

SPEAKERS’ DINNER (by invitation)

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9:30 PM -

DESSERT RECEPTION (by invitation)

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Friday, September 16, 2011

7:30 AM -

REGISTRATION OPENS

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7:30 AM -

CONTINENTAL BREAKFAST IN THE EXHIBIT AREA

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7:30 AM -

ASIANS IN PUBLIC FINANCE BREAKFAST (by invitation)

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 -

CLOSING GENERAL SESSIONS

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, Senior Associate, NIXON PEABODY LLP

Moderator: John Sheldon, Managing Director, MORGAN STANLEY & CO.

Nat Singer, Managing Director, SWAP FINANCIAL

Moderator: 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, BARCLAYS CAPITAL

Vernon D. Oates, Director of Finance and Accounting, SCPPA

John Rhow, Director, BARCLAYS CAPITAL

12:00 PM -

CONFERENCE ADJOURNS

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

Venue

FREE Golf Tournament

Don't miss your opportunity to meet & network with California's leading municipal bond professionals, at the Aviara Golf Club. Click Here For More Information Sponsored by: