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Venue


The Hilton New York
1335 Avenue of the Americas
New York, NY 10019

Conference Agenda

Monday, September 20, 2010

Click on any of the track details below to view a detailed explanation
Breakout Sessions: Hospitals Breakout Sessions: Higher Education
7:30 AM -
Registration Opens

Sponsored by:

7:30 AM - 8:30 AM
Continental Breakfast in the Exhibit Hall

Sponsored by:

8:30 AM - 8:45 AM
Conference Chairs' Welcoming Remarks
Rick Chisholm, Managing Director, Education & Nonprofit Group, WELLS FARGO SECURITIES
Diana Hoadley, Managing Director and Head of the Higher Education/Non-Profit Group, J.P. MORGAN SECURITIES LLC
Brian McGough, Managing Director, Investment Banking - Healthcare, BMO CAPITAL MARKETS
8:45 AM - 9:15 AM
Keynote Address
Joseph LaVorgna, Managing Director and Chief US Economist, DEUTSCHE BANK SECURITIES, INC.
9:15 AM - 10:15 AM
THE STATE OF THE MARKET
Moderator: Nancy Feldman, Managing Director, Credit Strategies, WELLS FARGO SECURITIES
Peter Clarke, Managing Director and Vice Chairman of Public Finance, J.P. MORGAN SECURITIES LLC
Edward Malmstrom, Managing Director & Manager, Health Care Group, BANK OF AMERICA MERRILL LYNCH
Robert Muller, Managing Director Credit Analysis & Investor Marketing, J.P. MORGAN SECURITIES LLC
Matthew Roggenburg, Managing Director, CITYVIEW CAPITAL SOLUTIONS, LLC
Paul Williams, Executive Director, DASNY
10:15 AM - 10:45 AM
Morning Refreshment & Networking Break in the Exhibit Hall

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10:45 AM - 11:30 AM
Definitions of Liquidity Risk: Challenged and Upended
John Nelson, Managing Director, MOODY'S INVESTORS SERVICE
Mike Craft, Research Analyst, FIDELITY MANAGEMENT & RESEARCH COMPANY
Anne Sullivan, EVP for Finance, COLUMBIA UNIVERSITY
11:30 AM - 12:10 PM
Managing Debt Capital Risk in a Rapidly Changing Credit Environment: PART A
Moderator: Jeff Klein, Principal, KENSINGTON CAPITAL ADVISORS, LLC
Edward Boyles, Managing Director, Southeast Region, WELLS FARGO SECURITIES
Kristopher Kapoor, Chief Investment Officer, FURMAN UNIVERSITY
Tyler Smith, Esq., HAYNSWORTH SINKLER BOYD, P.A.
12:15 PM - 1:30 PM
Luncheon & Keynote Address
Andy Busch, Global Foreign Currency and Public Policy Strategist, BMO CAPITAL MARKETS

Sponsored by:

1:45 PM - 5:45 PM
Cultural Institutions Round Table
Moderator: Rick Chisholm, Managing Director, Education & Nonprofit Group, WELLS FARGO SECURITIES
Rick Johnson, Vice President and Chief Financial Officer, LAS VEGAS PERFORMING ARTS CENTER FOUNDATION, THE SMITH CENTER FOR THE PERFORMING ARTS
Douglas Kilcommons, Senior Director and Sector Head Education & Nonprofit Institutions, FITCH RATINGS
Chris Liedel, Executive Vice President and Chief Financial Officer, NATIONAL GEOGRAPHIC SOCIETY
Rick Perkins, Chief Financial Officer, KIMMEL CENTER FOR THE PERFORMING ARTS
Peter Shapiro, Managing Director, SWAP FINANCIAL GROUP
Nikolai Sklaroff, Managing Director - Investment Banking Division, LOOP CAPITAL MARKETS
Steven Wolff, Principal, AMS PLANNING & RESEARCH CORP., AUDIENCE INSIGHT LLC

Discussion will be broken into three segments. The round table format will facilitate an active exchange of ideas from a wide variety of capital markets participants.

1:45 PM - 2:30 PM
Track: Breakout Sessions: Hospitals View Track Managing Debt Capital Risk in a Rapidly Changing Credit Environment: PART B
Moderator: Jeff Klein, Principal, KENSINGTON CAPITAL ADVISORS, LLC
Scott Smith, Head, Capital Markets Group, CAIN BROTHERS & COMPANY LLC
Brett Whysel, Managing Director, Healthcare Finance, ZIEGLER
1:45 PM - 2:30 PM
Track: Breakout Sessions: Higher Education View Track Non-Profit Balance Sheets in the Post Crisis World
Moderator: Richard Raffetto, SVP & Head of Public Sector & Financial Institutions Banking, U.S. BANK
Edie Murphree, Vice President for Finance, EMORY UNIVERSITY
Josh Stern, Director, Private Investments, ROCKEFELLER UNIVERSITY
2:30 PM - 3:30 PM
Track: Breakout Sessions: Hospitals View Track M&A - Survival of the Fittest or Maybe Just the Biggest?
Moderator: Iain Briggs, Senior Managing Director - Healthcare, FTI CONSULTING
Carsten Beith, Managing Director, CAIN BROTHERS
Simon Gisby, Managing Director, DELOITTE CORPORATE FINANCE LLC
Brent McDonald, VP, Acquisition & Development, TENET HEALTHCARE CORPORATION
Keith Pitts, Vice Chairman, VANGUARD HEALTH SYSTEMS, INC.
Tony Shaffer, Senior Attorney, SQUIRE, SANDERS & DEMPSEY L.L.P.
Karleen Strayer, Managing Director, NATIONAL PUBLIC FINANCE GUARANTEE CORPORATION
2:30 PM - 3:30 PM
Track: Breakout Sessions: Higher Education View Track Higher Education : Will the Growth Continue?
Mary Peloquin Dodd, Managing Director, Senior Analytical Leader, STANDARD & POOR'S
Edward Adelman, Executive Director, MASSACHUSETTS STATE COLLEGE BUILDING AUTHORITY
Leonard Aubrey, Vice President for Financial Affairs, CFO and Treasurer, NEW YORK INSTITUTE OF TECHNOLOGY
Jay Bellwoar, Managing Director, BANK OF AMERICA MERRILL LYNCH
Michael Cooney, Partner, NIXON PEABODY LLP
3:30 PM - 4:30 PM
Track: Breakout Sessions: Hospitals View Track The Risk You Didn’t Count On
Moderator: Brian McGough, Managing Director Investment Banking – Healthcare, BMO CAPITAL MARKETS
Jan Blazewski, Managing Director, RAYMOND JAMES & ASSOCIATES
Faraz Khan, Vice President of Finance, SETON FAMILY OF HOSPITALS
Leigh Nader, Director, Healthcare and Higher Education Group, ASSURED GUARANTY CORP./ASSURED GUARANTY MUNICIPAL
Jeff Schaub, Managing Director, Nonprofit Healthcare, FITCH RATINGS
3:30 PM - 4:30 PM
Track: Breakout Sessions: Higher Education View Track Forging Partnerships—Innovative Strategies for Financing New Facilities
Moderator: Laura Powell, Executive Director, J.P. MORGAN SECURITIES LLC
Neil Buckley, Vice President of Finance and Administration, EMMANUEL COLLEGE
Kathy Collins, Vice President for Finance, RICE UNIVERSITY
Anne Ogilby, Partner, Head Public Finance Group, ROPES & GRAY LLP
4:30 PM - 4:45 PM
Afternoon Refreshment & Networking Break in the Exhibit Hall

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4:45 PM - 5:45 PM
Track: Breakout Sessions: Hospitals View Track Track: Breakout Sessions: Higher Education View Track Academic Medical Centers: Remaining at the Forefront of Medicine in Patient Care, Research and Education While Responding to the Challenges of Healthcare Reform
Moderator: Mark Melio, Managing Director, MELIO & COMPANY
Martin Arrick, Managing Director, Sr. Analytical Leader, STANDARD & POOR'S
Lawrence Furnstahl, Chief Financial & Strategy Officer, THE UNIVERSITY OF CHICAGO MEDICAL CENTER & BIOLOGICAL SCIENCES
John Miller, Treasurer, UNIVERSITY OF MISSOURI
Brett Sweet, Vice Chancellor for Finance and CFO, VANDERBILT UNIVERSITY
6:00 PM -
Cocktail Reception in the Exhibit Hall

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Tuesday, September 21, 2010

Click on any of the track details below to view a detailed explanation
Breakout Sessions: Hospitals Breakout Sessions: Higher Education
7:30 AM - 8:30 AM
Registration & Continental Breakfast in the Exhibit Hall

Sponsored by:

8:30 AM - 9:15 AM
In the Age of Disclosure
Eileen Heitzler, Partner, Public Finance, ORRICK HERRINGTON & SUTCLIFFE LLP
Dave Kvam, Director, Financing Coordination, DASNY
Tom Weyl, Director of Municipal Research, EATON VANCE MANAGEMENT
9:15 AM - 10:15 AM
501(c)3s as Economic Development Engines
Moderator: Diana Hoadley, Managing Director and Head of the Higher Education/Non-Profit Group, J.P. MORGAN SECURITIES LLC
Joanne DeStefano, Vice President for Finance and CFO, CORNELL UNIVERSITY
Michael Morand, Associate Vice President for New Haven and State Affairs, YALE UNIVERSITY
Robert Specter, Vice President for Finance, UNIVERSITY OF DELAWARE
10:15 AM - 10:30 AM
Morning Refreshment & Networking Break

Sponsored by:

10:30 AM - 11:15 AM
Keynote Address
Bob Kerrey, President, The New School, FORMER GOVERNOR & US SENATOR, STATE OF NEBRASKA
11:15 AM - 12:00 PM
Renown Health System: A Case Study in Post-Issuance Compliance
Moderator: Edwin Oswald, Partner, ORRICK HERRINGTON & SUTCLIFFE LLP
Alan Bond, Managing Director, BLX
Toni Muetze, Manager, RENOWN HEALTH
Janette Townsend, Chief Accounting Officer, RENOWN HEALTH
12:00 PM -
Conference Concludes