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Seminar Materials

Ongoing Debt Administration
September 6, 2017
Tsakopoulos Library Galleria
Sacramento, California

September 6, 2017

• Introduction: Overview of Debt Administration
  Angelica Hernandez, Manager, Policy Research Unit, CDIAC
• Session 1: Bond Documents, Debt Service, and Who Is Responsible for What
  Rudy Salo, Partner, Nixon Peabody LLP
  Brian Wong, Debt Manager, City of Sacramento, Office of the City Treasurer
• Session 2: Continuing Disclosure Responsibilities
  Jeffrey R. Higgins, Managing Director, BLX Group
  Jenna Magan, Partner, Public Finance, Orrick
• Session 3: Post-Issuance Filing and Reporting and Managing Debt Policies
  Brooke D. Abola, Deputy City Attorney, Office of the San Francisco City Attorney, San Francisco International Airport
  Robert Berry, Deputy Executive Director, CDIAC
  Ronda Chu, Acting Capital Finance Director and Debt Manager, City and County of San Francisco, Airport Commission
• Session 4: Understanding Arbitrage and IRS Tax Compliance
  Katia Frock, Director of Arbitrage Rebate Practice, PFM Asset Management LLC
• Session 5: Investing Bond Proceeds
  Monique Spyke, Managing Director, Western Region Asset Management, PFM Asset Management LLC