Conference Agenda | The Bond Buyer's Healthcare & Higher Education Super Conference


 

 

 


CPE credits are offered.

Sunday, October 26, 2014

Monday, October 27, 2014

7:30 a.m. - 8:30 a.m.
7:30 a.m. - 8:30 a.m.
8:30 a.m. - 8:45 a.m.
Conference Chairs’ Welcoming Remarks
Michael Ballinger, Publisher, THE BOND BUYER
Ila Afsharipour, Managing Director, U.S. BANCORP MUNICIPAL SECURITIES GROUP
Anastasia Khokhryakova, Partner, BALLARD SPAHR LLP
8:45 a.m. - 9:15 a.m.
Economic Address
Timothy Leach, Chief Investment Officer, U.S. BANK WEALTH MANAGEMENT
9:15 a.m. - 10:00 a.m.
Market Roundtable
Moderator: Jennifer Brown, Managing Director, PONDER & CO.
Jeremy Bass, Managing Director, THE PFM GROUP
Garrett Espeso, Vice President and a Senior Municipal Research Analyst, HARTFORD INVESTMENT MANAGEMENT
Joe Plonski, Higher Ed Analyst, BLACKROCK
10:00 a.m. - 10:30 a.m.
10:30 a.m. - 11:30 a.m.
Financing Techniques –What’s in the Tool Box?
Moderator: Dennis Reilly, Executive Director, WISCONSIN HEFA
Linda MacDonald, VP for Treasury Services, CATHOLIC HEALTH INITIATIVES
Ila Afsharipour, Managing Director, U.S. BANCORP MUNICIPAL SECURITIES GROUP
Whitney Henry, Director, Capital Budget and Financing, PRINCETON UNIVERSITY
11:30 a.m. - 12:30 p.m.
Regulatory Update – Living with the SEC’s new rules and initiatives
Moderator: Pamela Lenane, Vice President & Acting General Counsel, ILLINOIS FINANCE AUTHORITY
Shelley Aronson, President, FIRST RIVER ADVISORY L.L.C.
Elaine C. Greenberg, Partner, ORRICK, HERRINGTON & SUTCLIFFE
Gerald Mayfield, Senior Counsel, WELLS FARGO LAW DEPARTMENT
Leslie Norwood, Managing Director & Associate General Counsel, SIFMA
12:30 p.m. - 2:00 p.m.
Luncheon & Keynote Address
Dr. Jo Ivey Boufford, President, THE NEW YORK ACADEMY OF MEDICINE AND NYC HEALTH AND HOSPITALS CORPORATION

Sponsored by:

2:00 p.m. - 3:00 p.m.
Track: Healthcare View Track An Emphasis on Value
Moderator: Jean Hemphill, Partner, BALLARD SPAHR LLP
Martin Arrick, Managing Director, Sr. Analytical Leader, STANDARD & POOR'S
Brian Carter, Director, WELLS FARGO SECURITIES
Robert S. Shapiro, Executive Vice President and Chief Financial Officer, NORTH SHORE-LIJ HEALTH SYSTEM
2:00 p.m. - 3:00 p.m.
Track: Higher Education View Track Federal Aid and “College Ratings”
Moderator: John Augustine, Managing Director, BARCLAYS
Geoff Chatas, CFO/SVP, OHIO STATE UNIVERSITY
Joanne Ferrigan, Director & Sector Head Education & Nonprofits, FITCH RATINGS
Matt Hamill, SVP, NATIONAL ASSOCIATION OF COLLEGE & UNIVERSITY BUSINESS OFFICERS
Roger Benjamin, President, COUNCIL FOR AID TO EDUCATION
3:00 p.m. - 4:00 p.m.
Track: Healthcare View Track New Alliances
Brian McGough, Managing Director, U.S. BANCORP
Matthew Kirschner, Vice President, Treasurer, UNITYPOINT HEALTH
Michael Maloney, VP, Acquisition & Development, TENET HEALTHCARE
Beth Wexler, Sr. Credit Officer, MOODY'S INVESTORS SERVICE
3:00 p.m. - 4:00 p.m.
Track: Higher Education View Track Tough Times Ahead
Moderator: Robert Blake, Director, Portfolio Surveillance, NATIONAL PUBLIC FINANCE GUARANTEE
Edie Behr, VP/Senior Credit Officer and Manager, MOODY'S INVESTORS SERVICE
Linda Eremita, Managing Director Education Investment Banking, M&T INVESTMENT BANKING GROUP
Stefano Falconi, Principal, FESTINADOCTE
4:30 p.m. - 5:45 p.m.
Track: Healthcare View Track Managing Real Estate Assets
Moderator: Wilkingson Germain, Investment Officer, VENTAS, INC.
Fred Campobasso, Managing Director, NAVIGANT CONSULTING, INC.
Michael Burke, Senior Vice President and Vice Dean, Corporate Chief Financial Officer, NYUMC
Jonathan Winer, Senior Managing Director & CIO, SEAVEST HEALTHCARE PROPERTIES, LLC
4:30 p.m. - 5:45 p.m.
Track: Higher Education View Track On Campus /Off the Balance Sheet
Moderator: Steve Park, Partner, BALLARD SPAHR LLP
Holly Crawford, Sr. Associate Vice President, UNIVERSITY OF ROCHESTER
Frank Dicola, President, DCO ENERGY
Craig Underwood, President & CEO, BLX GROUP
5:45 p.m. -

Tuesday, October 28, 2014

7:30 a.m. -
7:30 a.m. - 8:30 a.m.
8:30 a.m. - 9:15 a.m.
Morning Address - Lessons Learned on the Road From Underwriter to Issuer
Craig Carnaroli, Executive Vice President, UNIVERSITY OF PENNSYLVANIA
9:30 a.m. - 10:45 a.m.
Risk Management – The Comprehensive Approach
Moderator: Peter Shapiro, Managing Director, SWAP FINANCIAL GROUP
Peter Orr, President, INTUITIVE ANALYTICS
James Iglewski, Managing Director, U.S. TRUST
Michael Quinn, Managing Director, ZIEGLER INVESTMENT BANKING
David Rubenstein, VP for Finance and University Treasurer, GEORGETOWN UNIVERSITY
10:45 a.m. - 11:45 a.m.
Incubators and Accelerators
Moderator: Gregory O'Connor, Director of New Ventures, THE RESEARCH FOUNDATION FOR SUNY
Deborah Alden, Managing Director, PRATT INSTITUTE | BROOKLYN FASHION + DESIGN ACCELERATOR
David Hamilton, Director, Business Development, CLEAN ENERGY BUSINESS INCUBATOR PROGRAM (CEBIP)
David Hochman, Executive Director of Business Incubator Association, NEW YORK STATE, INC.
11:45 a.m. -