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Seminar Materials

• Session One: Roles and Responsibilities of the Issuer and Trustee
  • Jose Matamoros, Vice President, Bank of New York Mellon
  • Brian Mayhew, Chief Finance Officer, BATA/MTC (New as of 2/8/11)
• Session Two: Important Documents and Managing Debt Service
  • Timothy J. Reimers, Partner, Quateman LLP
  • Tim Tung, Financial Analyst, City of San Jose (New as of 2/8/11)
• Session Three: Post Compliance: Understanding Arbitrage, Calculations and Rebate
  Russell A. Miller, Partner, Hawkins Delafield and Wood LLP
  Takashi Iwata, FAS Director, Hawkins Delafield and Wood LLP
• Session Four: Investing Bond Proceeds
  Glenn R. Casterline, Managing Director, Bond Logistix
• Session Five: Refunding and Reorganizing Your Agency’s Debt Obligations
  Marc Hughes, Debt Manager, San Francisco Public Utilities Commission
  Kevin Kone, Assistant Deputy Airport Director-Capital Finance, San Francisco City and County Airport Commission
  Andrew Nakahata, Director, Public Finance Department, Citigroup Global Markets
• Session Six: Continuing Disclosure Responsibilities (Updated 2/8/11)
  Robert Olson, Partner, Squire Sanders & Dempsey LLP
  Jacquelynne Jennings, Partner, Lofton & Jennings