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Venue

Barton Creek Resort & Spa
8212 Barton Club Drive
Austin, TX 78735
Tel: (512) 329-4000

Conference Agenda

Sunday, February 12, 2012

1:00 p.m -
Complimentary Golf Outing

Sponsored by:

2:00 PM - 3:30 PM
Pre-Conference Workshop: Bringing Your Bonds to Market
Boyd London, Managing Director, FIRSTSOUTHWEST
Kim Edwards, Vice President, Municipal Finance, FIDELITY CAPITAL MARKETS
3:30 PM - 5:00 PM
Pre-Conference Workshop: Staying in Compliance
Ritta McLaughlin, Senior Director, Market Leadership, MUNICIPAL SECURITIES RULEMAKING BOARD
Bob Griffo, Lead Tax Law Specialist, INTERNAL REVENUE SERVICE
5:30 PM - 6:00 PM
Keynote Address
John Heleman, Chief Revenue Estimator and Texas Comptroller of Public Accounts, STATE OF TEXAS
6:00 PM - 7:00 PM
Cocktail Reception in the Exhibit Area

Monday, February 13, 2012

Click on any of the track details below to view a detailed explanation
Track 1 Track 2
7:45 AM - 8:45 AM
Continental Breakfast in the Exhibit Area

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7:45 AM - 5:30 PM
Registration Open

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8:45 AM - 9:00 AM
Welcoming Remarks
Moderator: Michael Stanton, Publisher, THE BOND BUYER
Douglas R. Hartman, Executive Director, J.P. MORGAN SECURITIES LLC
Rick Witte, Partner, ANDREWS KURTH LLP
9:00 AM - 9:30 AM
Keynote Address: The Lone Star State's Economic Overview
Dr. Steve Murdock, former Director of the U.S. Census Bureau, RICE UNIVERSITY DIRECTOR, HOBBY CENTER FOR THE STUDY OF TEXAS, ALLYN AND GLADYS CLINE CHAIR IN SOCIOLOGY
9:30 AM - 10:30 AM
The State of the Market
Gavin Murphy, Editor in Chief, THE BOND BUYER
Sarah Chessin, Executive Director, J.P. MORGAN SECURITIES LLC
Peter DeGroot, Managing Director and Head of Municipal Research, JP MORGAN
Ronald Green, Controller, CITY OF HOUSTON
Justin Land, Senior Vice President-Portfolio Manager, WASMER, SCHROEDER & COMPANY
Dennis Whittaker, Vice President & Fixed Income Portfolio Manager, ARVEST ASSET MANAGEMENT
10:30 AM - 11:00 AM
Morning Networking Refreshment Break in the Exhibit Area

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11:00 AM - 12:00 PM
Credit Markets Update and Alternatives
Moderator: Douglas Benton, Vice President / Senior Municipal Credit Manager, CAVANAL HILL INVESTMENT MANAGEMENT
Eric Isban, Vice President, SUMITOMO MITSUI BANKING CORPORATION
Timothy McKeon, SVP & Managing Director, USBANK
Bart Mosley, Co-President, Trident Municipal Research (TMR), CHIEF INVESTMENT OFFICER, ALPRION CAPITAL MANAGEMENT LP
12:15 PM - 1:45 PM
Luncheon & Address

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2:00 PM - 5:30 PM
Breakout Panel Discussions
2:00 PM - 3:00 PM
Track: Track 1 View Track The Politics of Restructuring
Moderator: John Filan, Vice President, DSI CIVIC
Bill Brandt, President & CEO, DEVELOPMENT SPECIALISTS, INC.
Noe Hinojosa, President & CEO, ESTRADA HINOJOSA & COMPANY, INC.
William King, Houston Chronicle Columnist, FORMER MAYOR OF KEMAH, TEXAS
Royce West, Senator, STATE OF TEXAS
2:00 PM - 3:00 PM
Track: Track 1 View Track Water
Moderator: Thomas Liu, Managing Director, BANK OF AMERICA MERRILL LYNCH
Susan Bandy, Deputy Director Public Works and Engineering, CITY OF HOUSTON
Melanie Callahan, Executive Administrator, TEXAS WATER DEVELOPMENT BOARD (TWDB)
Timothy Peterson, Executive Director, J.P. MORGAN SECURITIES LLC
Doug Scott, Managing Director, FITCH RATINGS
2:00 PM - 3:00 PM
Track: Track 2 View Track K-12
Moderator: Tom Sage, Partner, ANDREWS KURTH LLP
Kristin Button, Vice President/Senior Analyst, MOODY'S INVESTORS SERVICE
David Dunn, Executive Director, TEXAS CHARTER SCHOOLS ASSOCIATION
3:00 PM - 4:00 PM
Track: Track 1 View Track Renewable Energy
Wayne A. Seaton, Managing Director, Sustainable Public Infrastructure, WELLS FARGO SECURITIES
Paula Gold-Williams, Executive Vice President, Chief Financial Officer & Treasurer, CPS ENERGY
Gary Krellenstein, Managing Director, KROLL BOND RATING AGENCY
Peter Murphy, Senior Director, US Public Infrastructure Group, STANDARD & POOR'S RATING SERVICES
Jacqueline Sargent, SVP - Power Supply and Market Operations, AUSTIN ENERGY
Fredric Weber, Partner, FULBRIGHT & JAWORSKI L.L.P.
3:00 PM - 4:00 PM
Track: Track 2 View Track Transportation: Ships, Planes, Trains & Automobiles
Moderator: Barron F. Wallace, Partner, BRACEWELL & GIULIANI LLP
James M. Bass, Chief Financial Officer, TEXAS DEPARTMENT OF TRANSPORTATION
Ellen Erenbaum, Finance & Administration/ Assistant Aviation Director, SAN ANTONIO AIRPORT SYSTEM
Billy Hamilton, Interim EVP Finance & Administration, CAPITAL METRO RAIL
John LaRue, Executive Director, PORT OF CORPUS CHRISTI AUTHORITY
Christopher Poinsatte, Executive Vice President-Chief Financial Officer, DFW INTERNATIONAL AIRPORT
Kirk Rummel, CFO/Deputy Director of Aviation, HOUSTON AIRPORTS SYSTEM
Nicholas Samuels, Vice President/Senior Analyst, MOODY'S INVESTORS SERVICE
Moderator: Dan Heimowitz, Managing Director, RBC CAPITAL MARKETS
Glenn Opel, Partner, BRACEWELL & GIULIANI LLP
4:00 PM - 4:30 PM
Refreshment Break in the Exhibit Area

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4:30 PM - 5:30 PM
Track: Track 1 View Track Higher Education
Moderator: Pam Clayton, Director, WELLS FARGO SECURITIES
Todd Brewer, Partner, ANDREWS KURTH LLP
Eric Kim, Director, FITCH RATINGS
Jerry Turner, Chairman Board of Regents, TEXAS TECH UNIVERSITY SYSTEM
4:30 PM - 5:30 PM
Track: Track 2 View Track Transportation (Continued)
5:30 PM -
Cocktail Reception in the Exhibit Area

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7:15 PM -
Speaker Dinner [by invitation only]

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Tuesday, February 14, 2012

Click on any of the track details below to view a detailed explanation
Track 1 Track 2
7:30 AM - 8:30 AM
Continental Breakfast in the Exhibit Area

Sponsored by:

7:30 AM - 12:00 PM
Registration Open

Sponsored by:

8:30 AM - 9:15 AM
A Different Approach to Economic Development in Texas
Moderator: Mary Francoeur, Managing Director, Project Finance and Utilities - Americas, ASSURED GUARANTY CORP.
Mark Arnold, Partner, ANDREWS KURTH LLP
Lee Deviney, Chief Financial Officer, Economic Development and Tourism, OFFICE OF THE GOVERNOR, THE STATE OF TEXAS
Brenda Eivens, City Manager, CITY OF CEDAR PARK
Paul Jack, Managing Director, ESTRADA HINOJOSA & COMPANY, INC.
Devina Rankin, Assistant Treasurer, WASTE MANAGEMENT, INC.
9:15 AM - 9:45 AM
Keynote Address
Mike Morrissey, Senior Advisor to the Governor, STATE OF TEXAS
9:45 AM - 10:30 AM
Under the Microscope: Responding to Regulatory Inquiries
Moderator: Peter Flynn, Partner, LOCKE LORD LLP
Bob Griffo, Lead Tax Law Specialist, INTERNAL REVENUE SERVICE
Paul S. Maco, Partner, BRACEWELL & GIULIANI LLP
David Woodcock, Regional Director, SEC
10:30 AM - 11:15 AM
Best Practices in Investor Relations Strategy Development
Moderator: Marshall Crawford, Managing Director, J.P. MORGAN SECURITIES LLC
Bill Chapman, Chief Financial Officer, CENTRAL TEXAS REGIONAL MOBILITY AUTHORITY
Dyer Greer, Senior Fixed Income Analyst, USAA INVESTMENT MANAGEMENT COMPANY
Whitney Henry, Senior Financial Analyst, THE UNIVERSITY OF TEXAS SYSTEM
11:15 AM - 12:00 PM
Maximizing Retail Participation
Moderator: David Faris, Director, EDWARD JONES
Kim Edwards, Vice President, Municipal Finance, FIDELITY CAPITAL MARKETS
Timothy Earl Nelson, Director of Bond Finance, TEXAS DEPARTMENT OF HOUSING AND COMMUNITY AFFAIRS
Michael Newman, SVP, FIRST SOUTHWEST
Devin Phillips, Director, CITIGROUP GLOBAL MARKETS INC.
12:00 PM -
Conference Concludes