Venue

Doral Golf Resort & Spa
4400 N.W. 87th Avenue
Miami, FL 33178

Conference Participants

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Conference Agenda

Wednesday, March 17, 2010

12:00 PM - 5:30 PM
Golf Tournament

Sponsored by:

3:45 PM - 7:00 PM
Registration Open
6:30 PM - 7:45 PM
Opening Cocktail Reception

Sponsored by:

6:30 PM - 6:45 PM
Local Welcome

Thursday, March 18, 2010

7:00 AM - 5:00 PM
Registration Open
7:00 AM - 7:45 AM
Continental Breakfast in the Exhibit Area

Sponsored by:

7:45 AM - 8:00 AM
Welcoming Remarks
Michael Stanton, Publisher, THE BOND BUYER
Michael Nicholas, Chief Executive Officer, BDA
8:00 AM - 8:30 AM
Keynote Address
Moderator: G. Edward DeSeve, Consultant, Task Force on the State Budget Crisis, FORMER SPECIAL ADVISOR TO THE PRESIDENT, ARRA
8:30 AM - 9:45 AM
The State of The Market – The Leadership Roundtable
Moderator: Amy Resnick, Editor-in-Chief, THE BOND BUYER
Bernard Beal, CEO, M. R. BEAL & COMPANY
Phil Culpepper, Deputy Executive Director, ILLINOIS HOUSING DEVELOPMENT AUTHORITY
Darlene Green, Comptroller, CITY OF ST. LOUIS
Michael Imhoff, Managing Director, STIFEL, NICOLAUS & COMPANY, INCORPORATED
James Lebenthal, Director, LEBENTHAL & CO.
Lyle McCoy, Managing Director, Group Head Public Finance, BMO CAPITAL MARKETS
Moderator: Theodore Sobel, Managing Director, SAMUEL A. RAMIREZ & CO., INC.
9:45 AM - 11:00 AM
ARRA: One Year Later
Moderator: Bill Daly, Senior VP for Government Relations, BOND DEALERS OF AMERICA
Peter Coffin, President, BRECKENRIDGE CAPITAL ADVISORS INC.
Kemp Lewis, Managing Director, MORGAN KEEGAN & COMPANY, INC
Bill Hogan, Senior Managing Director, ASSURED GUARANTY CORP.
James E. Pass, Managing Director, Municipals Portfolio Manager, GUGGENHEIM PARTNERS
Moderator: Mitchell Rapaport, Partner, NIXON PEABODY LLP
Ben Watkins, Director of Bond Financing, STATE OF FLORIDA
11:00 AM - 11:15 AM
Networking Refreshment Break in the Exhibit Area

Sponsored by:

11:15 AM - 11:45 AM
Presentation: Identifying Today’s Muni Buyer
J.R. Rieger, Vice President, Fixed Income Indices, STANDARD & POOR'S INDICES
Bill Sherman, Global Head of Data Strategy and Analytics, IPREO
11:45 AM - 12:45 PM
Distribution Roundtable
Peter Clarke, Managing Director and Vice Chairman of Public Finance, J.P. MORGAN SECURITIES LLC
Jim Colby, Senior Municipal Strategist/Portfolio Mgr, VAN ECK
Peter Delahunt, National Trading Manager, RAYMOND JAMES & ASSOCIATES, INC.
Steve Pulley, First Vice President, CREWS & ASSOCIATES, INC.
Moderator: Richard Ryffel, Managing Director Investment Banking, EDWARD JONES
12:45 PM - 2:00 PM
Luncheon Keynote
Alan Krueger, Assistant Secretary for Economic Policy, UNITED STATES DEPARTMENT OF THE TREASURY

Sponsored by:

2:00 PM - 3:00 PM
Credit Outlook Panel
Peter Bianchini, Senior Managing Director, Senior Municipal Strategist, MESIROW FINANCIAL
Patrick Early, Chief Municipal Analyst, WELLS FARGO ADVISORS LLC
John Hallacy, Head of Municipals Research, BANK OF AMERICA MERRILL LYNCH
Robin Prunty, Senior Director, STANDARD & POOR’S PUBLIC FINANCE RATINGS
Gail Sussman, Managing Director - U.S. Public Finance, MOODY'S INVESTORS SERVICE
3:00 PM - 3:45 PM
Chapter 9: Entering a New Era?
Moderator: Ted Molin, Managing Director, RANGEMARK SOLUTIONS, INC.
Richard Ciccarone, Managing Director and Chief Research Officer, MCDONNELL INVESTMENT MANAGEMENT LLC
Moderator: Eric Friedland, Head of Municipal Research, SCHRODERS ASSET MANAGEMENT
James Spiotto, Partner, CHAPMAN AND CUTLER LLP
3:45 PM - 4:00 PM
Networking Refreshment Break in the Exhibit Area

Sponsored by:

4:00 PM - 4:45 PM
Signal vs. Noise: Using Quantitative Analysis to Improve Efficiency
Dennis J. Enright, Principal, NW FINANCIAL GROUP, LLC
Andy Kalotay, Ph.D., President, ANDREW KALOTAY ASSOCIATES INC.
Brian Mayhew, Chief Financial Officer, MTC/BATA
4:45 PM - 5:30 PM
Comeback Story? The Outlook for the Tax-Exempt Floating Rate Markets and Municipal Finance Products
Peter Shapiro, Managing Director, SWAP FINANCIAL GROUP
Euriah Bennett, Vice President Head of Municipal Derivatives Group, DEXIA
Daniel McManus, Jr., General Counsel, NATIONAL PUBLIC FINANCE GUARANTEE CORP.
James Moncur, Deputy Director, MAYOR'S OFFICE, CITY OF HOUSTON
5:30 PM - 7:00 PM
Cocktail Reception in the Exhibit Area

Sponsored by:

7:15 PM -
Speakers' Dinner

Sponsored by:

Friday, March 19, 2010

7:30 AM - 11:15 AM
Registration Opens
7:30 AM - 8:30 AM
Continental Breakfast in the Exhibit Area

Sponsored by:

8:30 AM - 9:00 AM
Keynote Address
Mark Vitner, Senior Economist & Managing Director, Securities and Investment Group, WELLS FARGO SECURITIES, LLC
9:00 AM - 9:45 AM
The Challenge of Transparency in a Thinly Traded Market
Jon Barasch, Senior Manager, Municipal Evaluations, INTERACTIVE DATA PRICING AND REFERENCE DATA
Robert Nelson, Managing Analyst TM3/MMD, THOMSON REUTERS
Moderator: Michael O'Connor, Director, STANDARD & POOR'S SECURITIES EVALUATIONS
9:45 AM - 10:30 AM
Re-Regulation and Municipals
Alexandra MacLennan, Partner, SQUIRE, SANDERS & DEMPSEY
Michael Marz, Vice Chairman, Capital Markets and Structured Products, FIRST SOUTHWEST COMPANY
Mary N. Simpkins, Esq., Senior Special Counsel, OFFICE OF MUNICIPAL SECURITIES
10:30 AM -
Conference Concludes