Seminar Materials
Assessing California’s Fiscal Climate and the Impact on the State’s Economy
Jennifer Johnston, Vice President and Research Analyst, Franklin Templeton Investment and Chair of California Society of Municipal Analysts
Gary Schlossberg, Senior Economist, Wells Capital Management
What Are the Proposed Regulatory Changes?
Justin Pica, Director Uniform Practice Policy, Municipal Securities Rulemaking Board (MSRB)
Carol Lew, Shareholder, Stradling Yocca Carlson & Rauth
Leslie Norwood, Managing Director and Associate General Counsel, Securities Industry and Financial Markets Association (SIFMA)
PRIMARY IMPACT: How Will the Changes Affect Local Debt Sales?
Moderator: Rich Saskal, Bureau Chief, Bond Buyer
Mark Adler, Managing Director, Piper Jaffray
Stephen Heaney, Managing Director, Stone and Youngberg LLC
Anne Pelej, Vice President of Federal Compliance, Willdan Financial Services
SECONDARY EFFECT: Changes that Impact Issuers’ Balance Sheets and Investments
Kay Chandler, President, Chandler Asset Management
Julia Cooper, Assistant Director of Finance, City of San Jose
Nat Singer, Managing Director, Swaps Financial Group
Nikolai Sklaroff, Managing Director, Loop Capital Markets
Will It Work?
Kenneth G. Gambone, Director, Barclays Capital
Lakshmi Kommi, Director of Debt Management, City of San Diego
Tim Schaefer, President, Magis Advisors