Conference Agenda | The Municipal Finance Conference

Venue

Boston Park Plaza Hotel
50 Park Plaza at Arlington Street
Boston, MA 02116-3912
Tel: (800) 225-2008

CPE Credits

CPE Credits Offered

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Thursday, August 1, 2013

Click on any of the track details below to view a detailed explanation
2:00 PM -
2:30 PM -
Welcoming Remarks
Daniel Bergstresser, Associate Professor of Finance, BRANDEIS INTERNATIONAL BUSINESS SCHOOL
Richard Ryffel, Private Banker, JP MORGAN
Michael Stanton, Publisher, THE BOND BUYER
2:45 PM - 3:15 PM
Opening Address
James Lebenthal, Director, LEBENTHAL & CO.
3:15 PM - 4:30 PM
Track: Public Policy and Public Finance View Track Looking Over the Horizon: Retiree Health Benefits and Long-Term Fiscal Health
Moderator: Kurteric Forsgren, Managing Director, STANDARD & POOR'S RATINGS SERVICES
Byron Lutz, FEDERAL RESERVE BOARD
Louise Sheiner, FEDERAL RESERVE BOARD
Jean Burson, FEDERAL RESERVE BANK OF CLEVELAND
John Carlson, FEDERAL RESERVE BANK OF CLEVELAND
O. Emre Ergungor, FEDERAL RESERVE BANK OF CLEVELAND
Patricia Waiwood, FEDERAL RESERVE BANK OF CLEVELAND
Gordon Latter, RYAN LABS ASSET MANAGEMENT
John Sugden, Senior Director, State and Local Government Group, STANDARD & POOR'S RATING SERVICES
Discussant: Winthrop Smith, President, WIN ANALYTICS LLC
Amy Kessler, PRUDENTIAL RETIREMENT
3:15 PM - 4:30 PM
Track: The Municipal Bond Market Under the Hood View Track Inside the Syndicate: Underwriting Methods and Performance
Moderator: Michael Baumrin, RBC CAPITAL MARKETS
Tima Moldogaziev, Assistant Professor of Public Finance & Budgeting, UNIVERSITY OF GEORGIA
Craig Johnson, INDIANA UNIVERSITY
Marty Luby, UNIVERSITY OF SOUTH CAROLINA
Justin Marlowe, Endowed Professor of Public Finance and Civic Engagement Faculty, UNIVERSITY OF WASHINGTON
Miles Barnett, MUNICIPAL MARKET ADVISORS
Randolph Cohen, M.I.T.
Mattia Landoni, Finance Assistant Professor, SOUTHERN METHODIST UNIVERSITY
Johan Rosenberg, Chairman, BLUE ROSE CAPITAL ADVISORS
Bill Laverty, Vice President Municipal Underwriting, FIDELITY CAPITAL MARKETS
4:30 PM - 4:45 PM
4:45 PM - 6:00 PM
Track: Public Policy and Public Finance View Track Does Wall Street "Get" Main Street? Political Economy and the Bond Market
Bart Hildreth, Professor, GEORGIA STATE UNIVERSITY
Atsushi Chino, INTERNATIONAL UNIVERSITY OF JAPAN
Hae Mi Choi, LOYOLA UNIVERSITY CHICAGO
Edward Rice, UNIVERSITY OF WASHINGTON
Pengjie Gao, UNIVERSITY OF NOTRE DAME
Yaxuan Qi, CITY UNIVERSITY OF HONG KONG
Natalya Shnitser, YALE LAW SCHOOL
Discussant: Christopher Mier, Managing Director, Analytical Services Division, LOOP CAPITAL MARKETS
Moderator: Colin MacNaught, THE COMMONWEALTH OF MASSACHUSETTS
Discussant: Robert Donahue, Managing Director, MUNICIPAL MARKET ADVISORS
4:45 PM - 6:00 PM
Track: The Municipal Bond Market Under the Hood View Track Assessing the Secondary Market: Overcoming the Illiquidity Challenge
Moderator: Tom Vales, CEO, TMC BONDS
John Chalmers, UNIVERSITY OF OREGON
Jay Wang, UNIVERSITY OF OREGON
Andy Kalotay, Ph.D., President, ANDREW KALOTAY ASSOCIATES INC.
Sean Wilkoff, SEC
Peter Orr, President, INTUITIVE ANALYTICS
Discussant: Daniel Berger, THOMSON REUTERS
Jeff Klein, Principal, KENSINGTON CAPITAL ADVISORS, LLC
6:00 PM - 7:00 PM
Cocktail Reception

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Friday, August 2, 2013

7:30 AM - 8:15 AM
8:00 AM -
8:15 AM - 9:30 AM
GENERAL SESSION: Why Tax-Exempt Bonds? Investigating Munis’ Effectiveness and Efficiency as an Incentive for Infrastructure Investment
Chris Mauro, Head, U.S. Municipals Strategy, RBC CAPITAL MARKETS
George Friedlander, Managing Director and Senior Municipal Strategist, CITIGROUP INC.
Harvey Galper, TAX POLICY CENTER, BROOKINGS INSTITUTE
Joseph Rosenberg, TAX POLICY CENTER
Kim Rueben, THE URBAN INSTITUTE
Eric Toder, TAX POLICY CENTER
Kenneth Daniels, VIRGINIA COMMONWEALTH UNIVERSITY
Jayaraman Vijayakumar, VIRGINIA COMMONWEALTH UNIVERSITY
Thomas Kozlik, Director & Municipal Credit Analyst, JANNEY CAPITAL MARKETS
Discussant: Philip Fischer, Head of Municipals and Indices Research, BANK OF AMERICA MERRILL LYNCH
Discussant: Joseph Fichera, CEO, SABER PARTNERS, LLC
9:30 AM - 10:45 AM
GENERAL SESSION: Learning from Experience - Applying New Data and Analysis to Credit Assessments
Moderator: Roy Eappen, Municipal Securities Research, WELLS FARGO
Jess Cornaggia, GEORGETOWN UNIVERSITY
Sharon Kioko, SYRACUSE UNIVERSITY
Tima Moldogaziev, Assistant Professor of Public Finance & Budgeting, UNIVERSITY OF GEORGIA
Craig Johnson, INDIANA UNIVERSITY
Bob Griffo, Supervisory Tax Law Specialist in Compliance and Program Management for Tax Exempt Bonds, INTERNAL REVENUE SERVICE
Edwin Oswald, Partner, ORRICK HERRINGTON & SUTCLIFFE LLP
Richard Ciccarone, Managing Director and Chief Research Officer, MCDONNELL INVESTMENT MANAGEMENT LLC
Merxe Tudela Carreres, Vice President, Credit Policy Research, MOODY'S INVESTORS SERVICE
10:45 AM - 11:00 AM
11:00 AM - 12:15 PM
Track: Public Policy and Public Finance View Track Whose Moral Hazard? Insurance and Fiscal Distress
Discussant: David Abel, Managing Director, WILLIAM BLAIR & COMPANY
Sean Wilkoff, SEC
Sutirtha Bagchi, UNIVERSITY OF MICHIGAN
Alyssa Lee, PEW CHARITABLE TRUSTS
Jason Falzon, ASSURED GUARANTY
Lori Raineri, GOVERNMENT FINANCIAL STRATEGIES
Laura Levenstein, Chief Risk Officer, BUILD AMERICA MUTUAL
11:00 AM - 12:15 PM
Track: The Municipal Bond Market Under the Hood View Track "There is No National Municipal Market:" Market Segmentation and its Impact on Pricing
Discussant: Timothy Coffin, BRECKINRIDGE CAPITAL ADVISORS
Dwight Denison, UNIVERSITY OF KENTUCKY
Robert Greer, DEPARTMENT OF PUBLIC ADMINISTRATION AND POLICY, UNIVERSITY OF GEORGIA
Paul Schultz, UNIVERSITY OF NOTRE DAME
David Brown, UNIVERSITY OF FLORIDA
Stace Sirmans, UNIVERSITY OF FLORIDA
Michael Smale, INCAPITAL
Matt Fabian, Managing Director, MUNICIPAL MARKET ADVISORS
Moderator: Bart Mosley, Co-President, Trident Municipal Research (TMR), CHIEF INVESTMENT OFFICER, ALPRION CAPITAL MANAGEMENT LP
12:15 PM - 1:45 PM
Luncheon Keynote
James Bullard, President & CEO, FEDERAL RESERVE BANK OF ST. LOUIS
1:45 PM - 2:30 PM
Closing Panel - Making Research Actionable
Moderator: Richard Ryffel, Private Banker, JP MORGAN
Michael Decker, Managing Director, Co-Head of Municipal Securities, SIFMA
Lynnette Kelly, Executive Director, MUNICIPAL SECURITIES RULEMAKING BOARD
Ben Watkins, Director of Bond Financing, STATE OF FLORIDA