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Venue

Hyatt Regency San Francisco
5 Embarcadero Center
San Francisco, CA 94111
Tel: (888) 421-1442

FREE Golf Tournament

Don't miss your opportunity to meet & network with California's leading municipal bond professionals, at the historic Presidio Golf Course.

Wednesday, October 17
10:30am
Modified Shot Gun Start!

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Sponsored by:
IPREO
Morgan Stanley

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Conference Agenda

Tuesday, October 16, 2012

4:15 PM - 6:00 PM
Standard & Poor's Municipal Bankruptcy Discussion & Cocktail Reception

Sponsored by:

Wednesday, October 17, 2012

8:15 AM - 2:30 PM
CDIAC Pre-Conference
8:15 AM -
CDIAC Registration Opens
9:00 AM - 9:10 AM
CDIAC Welcome and Introduction
9:10 AM - 10:00 AM
Pre-Conference Workshop: Understanding Credit Capacity in the Post-Recession Era
Jordan Levine, Economist and Director of Economic Research, BEACON ECONOMICS LLC
10:00 AM - 10:45 AM
Pre-Conference Workshop: Credit Criteria: Historical and Current Measurers of Credit Quality
Tim Schaefer, Principal Owner, MAGIS ADVISORS
Paul Sutherlen, Senior Vice President and Senior Credit Products Officer, BANK OF AMERICA MERRILL LYNCH
10:30 AM -
GOLF OUTING AT THE PRESIDIO
10:45 AM - 11:00 AM
Pre-Conference Morning Refreshment & Networking Break
11:00 AM -
Pre-Conference Workshop: In the Rear View Mirror: Credits Under Stress
Tim Schaefer, Principal Owner, MAGIS ADVISORS
Tom McLoughlin, Managing Director, UBS CORP
Moderator: James Spiotto, Partner, CHAPMAN AND CUTLER LLP
11:45 AM - 1:00 PM
Pre-Conference Luncheon (Registered Workshop Participants and Speakers)
Bill Lockyer, Treasurer, STATE OF CALIFORNIA
1:00 PM - 1:45 PM
Pre-Conference Workshop: The Market’s Response to Changing Conditions and Emerging Needs?
Melanie Tung, Senior Municipal Research Analyst, WELLS CAPITAL MANAGEMENT
Marc Joffe, Principal Consultant, PUBLIC SECTOR CREDIT SOLUTIONS
Matthew Reining, Director and Analytical Manager, STANDARD AND POOR’S
1:45 PM - 2:30 PM
Pre-Conference Workshop: Preparation for the Next Crisis: Roundtable
David Brodsly, Managing Director, KNN PUBLIC FINANCE
Douglas Willmore, City Manager, CITY OF BELL
Scott Johnson, Assistant City Administrator, CITY OF OAKLAND
Bill Statler, Consultant and Trainer and Former Director of Finance & Information Technology, CITY OF SAN LUIS OBISPO
2:00 PM -
Main Conference Registration Begins
3:15 PM -
OPENING REMARKS
Michael Stanton, Publisher, THE BOND BUYER
R. Alexander Burnett, Managing Director, Public Finance - Investment Banking, J.P. MORGAN
Justin Cooper, Partner, ORRICK, HERRINGTON & SUTCLIFFE LLP
3:30 PM - 4:30 PM
GLOBAL ECONOMIC AND INTEREST RATE ENVIRONMENT … AND HOW MUNIS ARE PRICED AS A RESULT
Moderator: Ian Parker, Managing Director, GOLDMAN, SACHS CO.
Kevin Klowden, Director, California Center; Managing Economist, MILKEN INSTITUTE
Scott Richbourg, Head of Public Finance, BUILD AMERICA MUTUAL ASSURANCE
Jose Ursua, Economist, Global Economics Team, GOLDMAN, SACHS & CO.
John Wiley, Senior Vice President & Portfolio Manager, FRANKLIN TEMPLETON INVESTMENTS
4:30 PM - 6:00 PM
THE CALIFORNIA BUSINESS CLIMATE AND THE POLITICAL LANDSCAPE
Ed De La Rosa, President, DE LA ROSA &CO.
Dan McAllister, Treasurer-Tax Collector, SAN DIEGO COUNTY
Eric Friedland, Head of Municipal Research, SCHRODERS ASSET MANAGEMENT
Moderator: Steven Zimmermann, Managing Director & General Manager, STANDARD & POOR'S
Fred Silva, Senior Fiscal Advisor, CALIFORNIA FORWARD
6:00 PM - 7:30 PM
OPENING COCKTAIL RECEPTION

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7:30 PM -
Dinner (By Invitation Only)

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Thursday, October 18, 2012

Click on any of the track details below to view a detailed explanation
Track 1 Track 2 Track 3: Dealing With Distress
7:30 AM -
CONTINENTAL BREAKFAST

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7:30 AM - 8:30 AM
Breakfast Roundtable: OpporMUNIties in Chapter 9: What Distressed Investors Should Know?
Lewis Feldman, Partner, GOODWIN PROCTER LLP
Emanuel Grillo, Partner, GOODWIN PROCTER LLP
Christopher Klein, Chief Judge, UNITED STATES BANKRUPTCY COURT FOR THE EASTERN DISTRICT OF CALIFORNIA
William Nolan, Senior Managing Director-Corporate Finance, FTI CONSULTING, INC.

Hosted by:

8:30 AM - 9:30 AM
REALIGNMENT AND THE CALIFORNIA BUDGET
Moderator: John Sheldon, Managing Director, MORGAN STANLEY & CO.
Diane Cummins, Special Advisor to the Governor on Realignment, STATE OF CALIFORNIA
Keith Curry, Mayor pro Tem, City of Newport Beach, DIRECTOR, CENTER FOR PUBLIC POLICY, CONCORDIA UNIVERSITY
Gabriel Petek, Senior Director- US Public Finance, State and Local Government, STANDARD & POOR'S PUBLIC FINANCE RATINGS
Jeffrey Smith, County Executive, SANTA CLARA COUNTY
Leah Wilson, Principal Administrative Analyst, ALAMEDA COUNTY ADMINISTRATOR'S OFFICE
9:30 AM - 10:00 AM
MORNING NETWORKING AND REFRESHMENT BREAK

Sponsored by:

10:00 AM - 10:45 AM
Keynote Address
The Honorable Darrell Steinberg , Senate President pro Tem, STATE OF CALIFORNIA
10:45 AM - 11:45 AM
ECONOMIC DEVELOPMENT AND LOCAL INFRASTRUCTURE FINANCING IN THE POST-RDA ERA
Moderator: Stephen Heaney, Managing Director, STONE & YOUNGBERG, A DIVISION OF STIFEL NICOLAUS
Dan Carrigg, Legislative Director, LEAGUE OF CALIFORNIA CITIES
Mark Curran, Managing Director Public Finance, PIPER JAFFRAY & CO.
Lewis Feldman, Partner, GOODWIN PROCTER LLP
Trisha Ortiz, Shareholder, RICHARDS WATSON GERSHON
Karen Ribble, Senior Director, FITCH RATINGS
11:45 AM - 1:15 PM
LUNCHEON & KEYNOTE ADDRESS
The Honorable Victor Fazio, Former US Congressman, SENIOR ADVISOR, AKIN GUMP STRAUSS HAUER & FELD LLP

Sponsored by:

1:15 PM - 2:15 PM
Track: Track 1 View Track Direct Lending
Moderator: Greg Blonde, Senior Associate, ORRICK
Richard Kolman, Managing Director, Head of Muni Securities Group, U.S. BANK
James Lansing, Managing Director, Head of Credit and Debt Capital Markets, J.P. MORGAN
Laura Lockwood-McCall, Director, Debt Management Division, STATE OF OREGON
Moderator: Alison J. Radecki, Partner, Public Finance, ORRICK HERRINGTON & SUTCLIFFE LLP
1:15 PM - 2:15 PM
Track: Track 2 View Track Higher Education: What is the future of tax-exempt funding for higher education?
Moderator: Andy Nakahata, Director, CITIGROUP GLOBAL MARKETS INC.
Odile Disch-Bhadkamkar, Treasurer, STANFORD UNIVERSITY
Edie Behr, VP/Sr Credit Off - Mgr, MOODY'S INVESTORS SERVICE
Charles Cardall, Partner, ORRICK, HERRINGTON & SUTCLIFFE LLP
Peter Taylor, Chief Financial Officer, UNIVERSITY OF CALIFORNIA
1:15 PM - 2:15 PM
Track: Track 3: Dealing With Distress View Track Finding the Political Will for Restructuring
Moderator: John Filan, Vice President, DSI Civic, LLC, FORMER COO, STATE OF ILLINOIS
Duf Sundheim, CEO, Global Policy Strategies, APC, FORMER CALIFORNIA REPUBLICAN PARTY CHAIRMAN
Bill Brandt, President & CEO, Development Specialists, Inc., CHAIRMAN, ILLINOIS FINANCE AUTHORITY
Joe Yew, Senior Vice President, FirstSouthwest, FORMER CFO, CITY OF OAKLAND
2:20 PM - 3:20 PM
Track: Track 1 View Track Airports and Ports: Capital Planning Strategies to Enhance Competitive Position in a Challenging Economic Environment
Moderator: Kevin Carney, Director, WELLS FARGO
Sean Boyea, Principal, THE WILLIAMS CAPITAL GROUP
Sam Joumblat, CFO, PORT OF LONG BEACH
Kevin Kone, Assistant Deputy Airport Director, Capital Finance, SAN FRANCISCO AIRPORT COMMISSION
Jessica Soltz Rudd, Senior Director, FRASCA & ASSOCIATES, L.L.C.
2:20 PM - 3:20 PM
Track: Track 2 View Track California’s Public Power Utilities: Meeting the Challenges of Implementing Socially Responsible Energy Policies While Maintaining Competitive Rates and High Credit Quality
Moderator: Christine Pihl, Executive Director, JP MORGAN SECURITIES
Charles Perl, Deputy CFO, SFPUC
Mark Jacobson, Head of Atmosphere and Energy Department, STANFORD UNIVERSITY
Gary Krellenstein, Managing Director, KROLL BOND RATING AGENCY
Jim Pope, General Manager, NORTHERN CALIFORNIA POWER AGENCY
Jim Tracy, CFO, SACRAMENTO MUNICIPAL UTILITY DISTRICT
2:20 PM - 3:20 PM
Track: Track 3: Dealing With Distress View Track Avoiding the Worst-Case Scenario: Tools Municipalities, Creditors, Employees, Retirees and Insurers Need to Use to Avoid or Mitigate Bankruptcy Disasters
Moderator: Karol Denniston, Partner, SCHIFF HARDIN LLP
Blake Anderson, Managing Director, Institutional Sales and Trading, MESIROW FINANCIAL
David Crane, President, GOVERN FOR CALIFORNIA
Celeste Davis, Managing Director, RBC CAPITAL MARKETS
Eric Hoffmann, SVP and Manager, MOODY'S INVESTORS SERVICE
Mike Oliver, President, MUNICIPAL RESOURCE GROUP
3:25 PM - 3:55 PM
AFTERNOON NETWORKING AND REFRESHMENT BREAK
3:55 PM - 4:55 PM
Track: Track 1 View Track Roads, The Presidio Parkway Project
Moderator: Dan Champeau, Head of U.S. Public Finance and Global Infrastructure/Project Finance, FITCH RATINGS
Kome Ajise, P3 Program Manager, CALTRANS
Barney Allison, Partner, Infrastructure Practice Group, NOSSAMAN LLP
Kendra Fretz, Analyst, MERIDIAM
Barbara Lloyd, Managing Director, Infrastructure Advisory Services, KPMG
Jose Luis Moscovich, Executive Director, SAN FRANCISCO COUNTY TRANSPORTATION AUTHORITY
Kate Speir, Vice President, HOCHTIEF PPP SOLUTIONS NORTH AMERICA INC.
3:55 PM - 4:55 PM
Track: Track 2 View Track A Challenging Future for Water and Wastewater Agencies
Moderator: Lisa Marie Harris, Senior Vice President, SIEBERT BRANDFORD SHANK & CO., L.L.C.
Margie Backstrom, Executive Director, MORGAN STANLEY & CO., LLC
Gary Breaux, Chief Financial Officer, METROPOLITAN WATER DISTRICT OF SOUTHERN CALIFORNIA
Gary Hall, Executive Director, J.P. MORGAN SECURITIES, LLC
Victor Hsu, Partner, FULBRIGHT & JAWORSKI L.L.P.
Lakshmi Kommi, Director of Debt Management, CITY OF SAN DIEGO
Henry McLaughlin, Chief of Administrative Services Public Utilities Department, CITY OF FRESNO
Richard Morales, Debt Manager, SAN FRANCISCO PUBLIC UTILITIES COMMISSION
Eric Sandler, Director of Finance, EAST BAY MUD
3:55 PM - 4:55 PM
Track: Track 3: Dealing With Distress View Track Latest Developments in Chapter 9
Moderator: John Knox, Partner, ORRICK, HERRINGTON & SUTCLIFFE LLP
Andy Belknap, Regional Vice President, MANAGEMENT PARTNERS
Tom Clark, Shareholder, STRADLING YOCCA CARLSON & RAUTH
Rebecca Winthrop, Shareholder, BROWNSTEIN HYATT FARBER SCHRECK, LLP
5:00 PM - 6:00 PM
Track: Track 1 View Track High Speed Rail
Moderator: John McCray-Goldsmith, Director, BARCLAYS CAPITAL
Virginia Harrington, Deputy CEO, CALTRAIN
Jim Hartnett, Board Member, CALIFORNIA HIGH-SPEED RAIL AUTHORITY
Terry Matsumoto, Chief Financial Services Officer & Treasurer, LA COUNTY MTA
5:00 PM - 6:00 PM
Track: Track 2 View Track Toll Roads [HOVs]
Moderator: Michael Carlson, Managing Director, J.P. MORGAN SECURITIES LLC
Sohail Bengali, Managing Director, STONE & YOUNGBERG, A DIVISION OF STIFEL NICOLAUS
Kimberly Koenig, Fiscal Resources Manager, Department of Finance, SANTA CLARA VALLEY TRANSPORTATION AUTHORITY
Rudy Salo, Senior Associate, NIXON PEABODY LLP
5:00 PM - 6:00 PM
Track: Track 3: Dealing With Distress View Track Asset Sales and Other Ways of Restoring Fiscal Balance
Moderator: Harriet Welch, Partner, SQUIRE SANDERS
Natalie Brill, Chief of Debt Management, CITY OF LOS ANGELES
Russell Fehr, City Treasurer, CITY OF SACRAMENTO
Moderator: Mary Francoeur, Managing Director, Project Finance and Utilities - Americas, ASSURED GUARANTY CORP.
Thomas Lanctot, Partner and Group Head, Infrastructure Investment Banking, WILLIAM BLAIR
6:00 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)

Sponsored by:

Friday, October 19, 2012

7:00 AM - 8:30 AM
ASIAN AMERICANS IN PUBLIC FINANCE BREAKFAST (by invitation)
7:30 AM -
CONTINENTAL BREAKFAST

Sponsored by:

8:45 AM -
MORNING KEYNOTE
Elisse Walter, Commissioner, U.S. SECURITIES AND EXCHANGE COMMISSION
9:15 AM - 10:15 AM
THE NEW MARKET ORDER
Moderator: Timothy Reimers, Partner, POLSINELLI SHUGHART LLP
Arto Becker, Partner, HAWKINS DELAFIELD & WOOD LLP
Julia Harper Cooper, Director of Finance, CITY OF SAN JOSE
Richard Han, Managing Director, EDWARD JONES
Peter Shapiro, Managing Director, SWAP FINANCIAL GROUP
10:15 AM - 10:30 AM
NETWORKING AND REFRESHMENT BREAK

Sponsored by:

10:30 AM - 11:15 AM
MARKET TOOLS OF THE FUTURE
Moderator: Eric Isban, Vice President, SUMITOMO MITSUI BANKING CORPORATION
Timothy Batler, Senior Managing Director, STATE STREET
Bill Hogan, Senior Managing Director, ASSURED GUARANTY CORP.
Nat Singer, Managing Director, SWAP FINANCIAL