Home ->> CDIAC ->> Education ->> 2013 Debt Issuance and Public Investment Seminars and Conferences ->> Seminar Materials

Seminar Materials

Municipal Debt Essentials
October 22-24, 2013
Oakland Marriott City Center, Oakland CA

October 22, 2013 - Debt 1: Debt Basics

• Introduction to the Bond Market
  • Gary Hall, Senior Managing Director & National Head of Investment Banking, Siebert Brandford Shank & Co., LLC
• Session One: Bond Concepts and Overview
  Gary Hall, Senior Managing Director & National Head of Investment Banking, Siebert Brandford Shank & Co., LLC
  Jan Mazyck, Principal, Mazyck Advisors, LLC
• Session Two: Long-Term Debt Financing Options: Understanding Best Practices
  Eileen Gallagher, Managing Director, Stifel Nicolaus & Co, Inc
  Brian Quint, Partner, Quint & Thimmig LLP
• Session Three: Current Short-Term Financing Options
  Donald S. Field, Partner, Public Finance, Orrick, Herrington & Sutcliffe LLP
  Kenneth G. Gambone, Director, Head of Short-term Public Finance Banking, Barclays Capital
• Session Four: Changing Roles and Responsibilities of Debt Issuers and Finance Team Members
  David Brodsly, Managing Director, KNN Public Finance
  Katano Kasaine, City Treasurer, City of Oakland
  Vincent McCarley, Chief Executive Officer, Backstrom McCarley Berry & Co., LLC
  Michelle Sexton, Partner, Rosales Law Partners LLP
• Session Five: Cost of Issuance
  David Brodsly, Managing Director, KNN Public Finance
  Angelica Hernandez, Administration, Data & Education Manager, CDIAC
• Session Six: Initial Disclosure
  Christopher K. Lynch, Attorney and Vice President, Jones Hall

October 23, 2013 - Debt 2: Accessing the Market

• Introduction: Recent Trends in the Bond Market
  Tony Hughes, Managing Director, Barclays Capital
• Session One: Debt Capacity and Affordability
  Tony Hughes, Managing Director, Barclays Capital
  Danny Kim, Partner, Norton Rose Fulbright
• Session Two: Debt Policy and a Plan of Finance
  Ruth Alahydoian, Vice President, KNN Public Finance
  Robert A. Porr, Vice President, Fieldman Rolapp and Associates
• Session Three: Debt Structuring
  Anand Kesavan, Senior Vice President, Siebert Brandford Shank & Co., LLC
• Session Four: Credit Quality and the New Dynamics of Credit Ratings
  Robert Sakai, Vice President, Union Bank
  Andrew Ward, Director, Fitch Ratings
• Session Five: Marketing and Pricing
  Tim Schaefer, Founder & Principal, Magis Advisors
• Session Six: Market Efficiency: Improving an Agency’s Cost Effectiveness
  Debra Saunders, Vice President, Municipal Finance, Fidelity Capital Markets

October 24, 2013 - Debt 3: Debt Administration

• Introduction: Finance Officers in Today’s Market
  Joseph T. Yew, Senior Vice President, First Southwest
• Session One: Roles and Responsibilities of the Issuer and Trustee
  Dennis Coleman, Treasurer and Finance Director, Elk Grove Water District
  Josephine Libunao, Managing Director, Bank of New York Mellon Trust Company
• Session Two: Bond Documents and Debt Service
  Richard Morales, Debt Manager, San Francisco Public Utilities Commission
  Sean Tierney, Partner, Hawkins Delafield and Wood LLP
• Session Three: Understanding Arbitrage
  Katia Frock, Senior Managing Consultant and Senior Manager of Arbitrage Rebate Practice, PFM Asset Management LLC
• Session Four: Investing Bond Proceeds
  Glenn Casterline, Managing Director, BLX Group
• Session Five: Refunding Your Agency’s Debt Obligations
  Sarah Hollenbeck, Senior Managing Consultant, PFM Group
  Bryon Rockwell, Managing Director, Bank of America Merrill Lynch
• Session Six: Continuing Disclosure Responsibilities
  Justin Pica, Director of Product Management, Market Transparency, Municipal Securities Rulemaking Board
  Timothy J. Reimers, Principal, Polsinelli LLP