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Conference Agenda

Wednesday, October 6, 2010

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Track 1 Track 2 Pre-Conference Workshop
7:30 AM - 8:30 AM
Track: Pre-Conference Workshop View Track Continental Breakfast
8:00 AM -
Track: Pre-Conference Workshop View Track Registration Opens
8:50 AM - 2:45 PM
Track: Pre-Conference Workshop View Track Pre-Conference Workshop: Re-Writing the Rulebook: Regulatory Change and the Municipal Market
Presented by the California Debt and Investment Advisory Commission
Michael Stanton, Publisher, THE BOND BUYER
Mark Campbell, Executive Director, CALIFORNIA DEBT AND INVESTMENT ADVISORY COMMISSION
9:00 AM - 9:45 AM
Track: Pre-Conference Workshop View Track Assessing California’s Fiscal Climate and the Impact on the State’s Economy
Jennifer Johnston, Vice President and Research Analyst, Franklin Templeton, CHAIR OF CALIFORNIA SOCIETY OF MUNICIPAL ANALYSTS
Gary Schlossberg, Senior Economist, WELLS CAPITAL MANAGEMENT
Mac Taylor, Legislative Analyst, STATE OF CALIFORNIA
9:45 AM - 10:00 AM
Track: Pre-Conference Workshop View Track Morning Break
10:00 AM - 11:00 AM
Track: Pre-Conference Workshop View Track What Are the Proposed Regulatory Changes?
Lynnette Hotchkiss, Executive Director, MUNICIPAL SECURITIES RULEMAKING BOARD
Carol Lew, Shareholder, STRADLING YOCCA CARLSON & RAUTH
Leslie Norwood, Managing Director & Associate General Counsel, Municipal Securities and Co-Head of Municipal Securities Division, SIFMA
11:00 AM - 11:15 AM
Track: Pre-Conference Workshop View Track Local Regulatory Initiatives
Preston DuFauchard, Commissioner, CALIFORNIA DEPARTMENT OF CORPORATIONS
11:15 AM - 12:15 PM
Track: Pre-Conference Workshop View Track PRIMARY IMPACT: How Will the Changes Affect Local Debt Sales?
Moderator: Rich Saskal, Far West Bureau Chief, THE BOND BUYER
Mark Adler, Managing Director, PIPER JAFFRAY & CO.
Stephen Heaney, Managing Director, Head of Public Finance, STONE AND YOUNGBERG LLC
Anne Pelej, Vice President of Federal Compliance, WILLDAN FINANCIAL SERVICES
12:15 PM - 1:15 PM
Track: Pre-Conference Workshop View Track Lunch Address
Bill Lockyer, Treasurer, STATE OF CALIFORNIA
1:15 PM - 2:00 PM
Track: Pre-Conference Workshop View Track SECONDARY AFFECT: Changes that Impact Issuers’ Balance Sheets and Investments
Kay Chandler, President, CHANDLER ASSET MANAGEMENT
Julia Harper Cooper, Assistant Director of Finance, CITY OF SAN JOSE
Nat Singer, Managing Director, SWAP FINANCIAL
Nikolai Sklaroff, Managing Director - Investment Banking Division, LOOP CAPITAL MARKETS
2:00 PM - 2:45 PM
Track: Pre-Conference Workshop View Track Will It Work?
Kenneth Gambone, Director, BARCLAYS CAPITAL
Lakshmi Kommi, Director of Debt Management, CITY OF SAN DIEGO
Moderator: Tim Schaefer, Principal Owner, MAGIS ADVISORS
2:30 PM -
Main Conference Registration Begins

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3:30 PM - 3:45 PM
Opening Remarks
Roger Davis, Partner, Chair of the Public Finance Department, ORRICK, HERRINGTON & SUTCLIFFE LLP
Steven Dworkin, Managing Director, JP MORGAN SECURITIES
3:45 PM - 4:45 PM
Build America Bonds - A Second Look
Kathleen Brown, Chairman of Investment Banking for the Midwest Region, GOLDMAN, SACHS & CO.
Raul Amezcua, Principal, DE LA ROSA & CO.
Charles Cardall, Partner, ORRICK, HERRINGTON & SUTCLIFFE LLP
Steven Chamberlin, Manager, Tax Exempt Bonds, IRS
Peter Clarke, Vice Chairman Public Finance, Senior Underwriter, J.P. MORGAN SECURITIES LLC
4:45 PM - 5:00 PM
Ratings Recalibration: How the Market Has Changed
Peter Bianchini, Senior Managing Director, Senior Municipal Strategist, MESIROW FINANCIAL
Sam Smalls, Managing Director, JEFFERIES & COMPANY, INC.
5:00 PM - 6:00 PM
THE STATE OF THE TAX-EXEMPT MARKET
Moderator: James Cervantes, Chair, CALPSA
Moderator: Timothy Coffin, Vice President, FIDELITY CAPITAL MARKETS
Stephen Galiani, Managing Director, Municipal Bond Team, WELLS CAPITAL MANAGEMENT
Sean McCarthy, COO, ASSURED GUARANTY
Christopher Mukai, Managing Director, CITI
6:00 PM - 6:30 PM
Rules of Engagement: Inside the SEC's Muni Market Project
Robert Doty, President, AGFS
Elaine Greenberg, National Chief, Municipal Securities and Public Pensions Unit, SEC
6:30 PM -
Cocktail Reception

9:30 PM - 11:00 PM
Dessert Reception (By Invitation Only)

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Thursday, October 7, 2010

Click on any of the track details below to view a detailed explanation
Track 1 Track 2 Pre-Conference Workshop
7:30 AM -
Registration Opens

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8:00 AM - 9:00 AM
Continental Breakfast in the Exhibit Area

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9:00 AM - 10:30 AM
A Road to Reform? The State Fiscal Crisis and the November Ballot
Moderator: Steven Zimmermann, Managing Director & General Manager, STANDARD & POOR'S
Howard Cure, Director of Municipal Research, EVERCORE WEALTH MANAGEMENT, L.L.C.
John Moorlach, Supervisor, ORANGE COUNTY
Fred Silva, Senior Fiscal Advisor, CALIFORNIA FORWARD
Sunne Wright McPeak, President & CEO, CALIFORNIA EMERGING TECHNOLOGY FUND
10:30 AM - 11:00 AM
Morning Networking and Refreshment Break

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11:00 AM - 12:00 PM
Coping With the Fiscal Crisis: Local Budget Tactics
Debra Saunders, Vice President, FIDELITY CAPITAL MARKETS
Amy Doppelt, Managing Director, FITCH RATINGS
Jay Goldstone, COO, CITY OF SAN DIEGO
Kimberly Quinones, Managing Director, RAMIREZ & CO., INC.
Mark Saladino, Treasurer and Tax Collector, LOS ANGELES COUNTY
12:00 PM - 12:45 PM
Coping With the Fiscal Crisis II: Assest Monetization
Moderator: Jim Reynolds, CFA, Chair & CEO, LOOP CAPITAL MARKETS, LLC
Lewis Feldman, Partner, GOODWIN PROCTER LLP
Michael Placencia, Director, WILLIAM BLAIR & COMPANY
Moderator: Emily Raimes, Vice President/Senior Analyst, State and High Profile Ratings, MOODY'S INVESTORS SERVICE
Eric Zampol, Vice President, BMO CAPITAL MARKETS
12:45 PM - 2:30 PM
Lunch Address
Gray Davis, Former Governor, STATE OF CALIFORNIA

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2:30 PM - 3:30 PM
Track: Track 1 View Track Breakout Session: TOLL ROADS: An Answer to the Backlog?
Moderator: Tony Hughes, Managing Director, BARCLAYS CAPITAL
Kome Ajise, P3 Program Manager, CALTRANS
Terry Matsumoto, Chief Financial Services Officer & Treasurer, LAMTA
Ian Parker, Vice President, GOLDMAN, SACHS & CO.
Theresia Trevino, CFO, RCTC
2:30 PM - 3:30 PM
Track: Track 2 View Track Breakout Session: HIGHER EDUCATION
Moderator: Sean Tierney, Partner, HAWKINS DELAFIELD & WOOD LLP
Sally Bednar, Executive Director, MORGAN STANLEY & CO. INC.
Odile Disch-Bhadkamkar, Treasurer, STANFORD UNIVERSITY
Moderator: Susan Fitzgerald, Managing Director, PRAGER, SEALY & CO., LLC
Sandra Kim, Executive Director, External Finance Office of the President, UNIVERSITY OF CALIFORNIA
3:30 PM - 4:00 PM
Afternoon Networking and Refreshment Break

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4:00 PM - 5:00 PM
Track: Track 2 View Track Breakout Session: RECOVERY ZONE BONDS: Ready for Prime Time?
Moderator: Jacqueline Knights, Principal, Director of Public Finance, THE WILLIAMS CAPITAL GROUP, L.P.
Natalie Brill, Chief of Debt Management, CITY OF LOS ANGELES
Stan Hazelroth, Executive Director, CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK
Jon Penkower, Program Manager, CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY (CALIFORNIA COMMUNITIES)
Sean Spear, Executive Director, CA DEBT LIMIT ALLOCATION COMMITTEE
Harriet Welch, Partner, SQUIRE, SANDERS & DEMPSEY L.L.P.
4:00 PM - 5:00 PM
Track: Track 1 View Track Break-out Session: PRUDENT STRATEGIES to Increase Near-Term Cashflow
Moderator: Sean Boyea, Managing Director, M. R. BEAL & COMPANY
Henry Gardner, Principal, GARDNER, UNDERWOOD & BACON
Richard Hiscocks, Partner, ORRICK, HERRINGTON & SUTCLIFFE LLP
Peter Taylor, Chief Financial Officer, UNIVERSITY OF CALIFORNIA
5:00 PM - 6:30 PM
Cocktail Reception

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7:00 PM -
Speakers' Dinner

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Friday, October 8, 2010

Click on any of the track details below to view a detailed explanation
Track 1 Track 2 Pre-Conference Workshop
7:30 AM -
Registration Opens

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

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8:30 AM - 9:30 AM
Nothing To See Here: Will Employee Benefits Make Munis the Next Credit Crisis?
Bradley Gewehr, Director, Municipal Credit Advisory, BANK OF AMERICA MERRILL LYNCH
Mark Curran, Managing Director Public Finance, PIPER JAFFRAY & CO.
Dan McAllister, Treasurer-Tax Collector, SAN DIEGO COUNTY
Robert Stout, Finance Director, CITY OF VALLEJO
Eric Tashman, Partner, SIDLEY AUSTIN LLP
Brian Whitworth, Senior Vice President, FIRST SOUTHWEST
9:30 AM - 10:00 AM
Reactions Today to Pension Headlines
Terry Atkinson, Managing Director, MORGAN STANLEY & CO. INC.
Moderator: Richard Kolman, Managing Director, Head of Muni Securities Group, U.S. BANK
10:00 AM - 11:00 AM
MUNICIPAL DISCLOSURE: Making It Pay for Issuers
Chuck Wolf, Partner, NIXON PEABODY LLP
Julia Harper Cooper, Assistant Director of Finance, CITY OF SAN JOSE
Lolly Enriquez, Partner, RICHARDS, WATSON & GERSHON
Stephen Heaney, Managing Director, Head of Public Finance, STONE AND YOUNGBERG LLC
Tim Reimers, Partner, QUATEMAN LLP
Mark Stockwell, Chair, Board of Governors, NATIONAL FEDERATION OF MUNICIPAL ANALYSTS
11:00 AM - 12:00 PM
Short-Term Options: The Market for LOCs and Alternatives
Moderator: Tom Carlson, Director, Municipal Products Group, RBC CAPITAL MARKETS
Gary Breaux, Finance Director, EAST BAY MUD
Michael Engelbrecht, Director, Public Finance Investment Banking, WELLS FARGO SECURITIES
Moderator: Richard Raffetto, SVP & Head of Public Sector & Financial Institutions Banking, U.S. BANK
Adam Sherman, Group Head, Public and Infrastructure Finance Group, SUMITOMO MITSUI BANKING CORPORATION
Brian Thomas, Assistant GM/CFO, METROPOLITAN WATER DISTRICT OF SOUTHERN CALIFORNIA
12:00 PM -
Conference Adjourns