Join us on

Download Brochure 

Venue

Doral Golf Resort & Spa
4400 N.W. 87th Avenue
Miami, FL 33178
1-800-713-6725

Conference Agenda

Wednesday, March 14, 2012

1:00 PM -
Registration Opens
3:00 PM - 4:00 PM
THE STATE OF THE SOUTHEAST
Jerry McDaniel, Director, Governor's Office of Policy and Budget and Office of Fiscal Accountability and Regulatory Reform, STATE OF FLORIDA
John Sugden, Director, State and Local Government Group, STANDARD & POOR'S
4:00 PM - 5:00 PM
2012 MUNI MARKET OUTLOOK: Volume and Distribution
Moderator: Ed De La Rosa, President, DE LA ROSA & CO.
Thomas Kozlik, Director & Municipal Credit Analyst, JANNEY CAPITAL MARKETS
Craig Noble, Managing Director, Retail Fixed Income, WELLS FARGO ADVISORS
Martin Vogtsberger, Managing Director, FIFTH THIRD SECURITIES, INC.
Ben Watkins, Director of Bond Financing, STATE OF FLORIDA
5:00 PM - 6:30 PM
Opening Night Cocktail Reception Poolside

Sponsored by:

Thursday, March 15, 2012

7:30 AM - 8:30 AM
Continental Breakfast in the Exhibit Hall
7:30 AM -
Registration Opens
8:30 AM - 8:45 AM
Building a Public Constituency for Infrastructure Investment
James Lebenthal, Director, LEBENTHAL & CO.
8:45 AM - 9:45 AM
KEYNOTE ROUNDTABLE: The Need for Infrastructure Spending
Moderator: Michael McDermott, Managing Director, FITCH RATINGS
Dana Levenson, CFO, MASSACHUSETTS DEPARTMENT OF TRANSPORTATION
James McIntire, Treasurer, STATE OF WASHINGTON
9:45 AM - 10:30 AM
How Municipal Bonds Are Supporting Economic Development
10:30 AM - 11:00 AM
Networking Break in the Exhibit Hall
11:00 AM - 11:45 AM
THE NEW CHANNEL: Direct Bank Lending and Municipal Finance
Moderator: Ted Galgano, Managing Director, NATIONAL PUBLIC FINANCE GUARANTEE CORPORATION
Ronald Rumack, Senior Vice President and Team Leader, SUMITOMO MITSUI BANKING CORPORATION
12:00 PM - 1:30 PM
LUNCHEON & KEYNOTE: DC Political Climate and the Race for the White House
A. B. Stoddard, Associate Editor & Columnist, THE HILL
1:45 PM - 3:00 PM
The Politics of Restructuring
Moderator: John Filan, Vice President, DSI CIVIC
Bill Brandt, President & CEO, DEVELOPMENT SPECIALISTS, INC.
1:45 PM - 3:00 PM
BEST PRACTICES FOR REACHING RETAIL
Moderator: Richard Ryffel, Managing Director Investment Banking, EDWARD JONES
Timothy Coffin, Vice President, FIDELITY CAPITAL MARKETS
Jerry Ford, President, FORD ASSOCIATES, INC.
Johan Rosenberg, Chairman, BLUE ROSE CAPITAL ADVISORS
3:00 PM - 3:30 PM
Networking Break in the Exhibit Hall

Sponsored by:

3:30 PM - 4:45 PM
DEALING WITH DISTRESS: One Size Does Not Fit All
Moderator: Eric Friedland, Head of Municipal Research, SCHRODERS ASSET MANAGEMENT
Bill Hogan, Senior Managing Director, ASSURED GUARANTY CORP.
Yaffa Rattner, Managing Director, PIPER JAFFRAY & CO.
J.R. Rieger, Vice President, Fixed Income Indices, STANDARD & POOR'S INDICES
James Spiotto, Partner, CHAPMAN AND CUTLER LLP
Anne Van Praagh, Managing Director and Chief Credit Officer for Public Finance, MOODY'S INVESTORS SERVICE
4:45 PM - 5:30 PM
MAKING TRANSPARENCY PAY
Gregg Bienstock, Co-Founder, LUMESIS, INC.
Otis Casey, VP Credit Products, MARKIT
Joseph Fichera, CEO, SABER PARTNERS, LLC
5:30 PM - 6:30 PM
Cocktail Reception in the Exhibit Hall

Sponsored by:

7:00 PM -
Speakers’ Dinner [by invitation only]

Sponsored by:

Friday, March 16, 2012

7:15 AM -
Registration Opens
7:15 AM - 8:15 AM
Continental Breakfast in the Exhibit Hall

Sponsored by:

8:15 AM - 8:35 AM
ONE ON ONE WITH THE MSRB
Bill Daly, Senior VP for Government Relations, BOND DEALERS OF AMERICA
Alan Polsky, Chairman, Board of Directors, MSRB, SVP, DOUGHERTY & CO., LLC
8:35 AM - 9:30 AM
A NEW WORLD: Understanding How the New Regulatory Environment Affects Bankers, Traders and Other Broker-Dealer Functions
Moderator: Elizabeth Columbo, Partner, NIXON PEABODY LLP
Michael Marz, Vice Chairman, Capital Markets and Structured Products, FIRST SOUTHWEST COMPANY
Vince Sampson, President, EDUCATION FINANCE COUNCIL
9:30 AM - 10:30 AM
KEYNOTE: Rewriting the Rules: SEC Regulatory Efforts in 2012
10:30 AM - 11:30 AM
TAX-Exemption and the 2012 Election
James E. Pass, Managing Director, Municipals Portfolio Manager, GUGGENHEIM PARTNERS
11:30 AM -
Conference Concludes
12:30 PM -
Golf Outing – The Red Course

Sponsored by: