Virtual Summit

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Event Date Mon Oct 18 PDT - Wed Oct 20 PDT (about 1 year ago)
In your timezone (EST): Mon Oct 18 2:00pm - Wed Oct 20 5:05pm
Location Virtual Summit
Region Americas

Fortifying the nation — in California and beyond

WIth the long-term impact of the pandemic still unclear, the muni community is facing serious questions as it looks toward recovery. Added factors like climate change, accelerated adoption of new tech, extremely low interest rates and a new infrastructure package make this a truly pivotal moment for the municipal finance industry.

from The Bond Buyer, will gather academics, experts, practitioners, issuers and regulators to dive deep into these issues and more. This is where leaders will gather to produce actionable insights and strategies that muni professionals can use to navigate uncertainty and help fortify our nation.

We are live in Examining these critical issues will yield actionable insights:

Assessing infrastructure impact
What will the final federal infrastructure package look like and what will it mean for the municipal finance community?

More than a trend, a solution
How can ESG help satisfy investor demands and constituency concerns about climate change, social justice and governance issues?

Mitigating the risks of innovation
How can the community continue to adopt new and beneficial technologies while mitigating the risks of cyber and ransomware attacks?Mitigating the risks of innovation


2021 Speakers

Mikiyon Alexander
Senior Director, U.S. Public Finance, Fitch Ratings

Bryan Baebler
Vice President, Head of Pricing and Secondary Markets, Build America Mutual Assurance Company

Arto Becker
Partner, Hawkins Delafield & Wood LLP

Robert Berry
Executive Director, CDIAC

Unmesh Bhide, CFA
Chief Product Officer, Co-founder, PricingDirect Inc.

Gregg Bienstock
CEO, Lumesis, Inc.

Marla Bleavins
Deputy Executive Director of Finance and Administration and Chief Financial Officer, Port of Los Angeles

Patrick Brett
Chairman, MSRB

Natalie Brill
Chair of National WPF DEI Committee and former Debt Manager, City of Los Angeles

Emily Brock
Director, Federal Liaison Center, GFOA

Douglas Brown
Managing Director, Wells Fargo

Matt Buscone
Co-head, Portfolio Management, Breckinridge

Tom Chan
Senior Credit Analyst, Refinitiv, an LSEG business

Justin Cooper
Partner, Orrick, Herrington & Sutcliffe LLP

Rick Cosgrove
Partner, Chapman

Karen Daly
Senior Managing Director, KBRA

Gregory Dawley
Managing Director and Manager, California Municipal Finance, RBC Capital Markets

Anna Van Degna
Director, Controller’s Office of Public Finance, City and County of San Francisco

Francis Doyle
Vice President and Senior Client Executive, Municipal Finance, Specialized Finance Department, SMBC

Kevin Dunphy
Managing Director and Head of Public Finance, MUFG

Timothy Ewell
Chief Assistant County Administrator, County of Contra Costa

Lynne Funk
Innovation Editor, The Bond Buyer

Susan Gaffney
Executive Director, National Association of Municipal Advisors

Eileen Gallagher
Managing Director, Stifel, Nicolaus & Company, Incorporated

Ron Galperin
Controller, LA City

Bianca Gaytan Burrell
Senior Director/Analytical Manager, S&P

Richard Gentry
President & CEO, San Diego Housing Commission

Randall (Randy) Gerardes
Managing Director, Assured Guaranty

Jason Giordano
Director, Fixed Income Product Management, S&P Dow Jones Indices

Jeree Glasser
Vice President, Jamboree Housing Corporation

Kyle Glazier
Washington Bureau Chief, The Bond Buyer

Jay M. Goldstone
Chief Operating Officer, City of San Diego

Terry Goode
Senior Portfolio Manager, WFAM Global Fixed Income

Lisa Marie Harris
Finance Director/Treasurer, San Diego County Water Authority

Robert Hertzberg
Senate Majority Leader

Peter J. Hill
Managing Director and Head of Public Finances, UBS

Amos Himmelstein
Vice President & Chief Operating Office for Finance, Planning & Operations, Occidental College

Eric Hoffmann
Senior Vice President and Manager, Moody's Investors Service

Leonard Jones
Managing Director - Public Finance, Moody's Investors Service

Janet King
VP of Research, Arizent

Robert Larkins
Managing Director, Loop Capital Markets

Dave Lawrence
Vice Chancellor and CFO, National University (San Diego)

Carol Lew
Shareholder, Stradling Yocca Carlson & Rauth

Fiona Ma, CPA
California State Treasurer

Brian Mayhew
Chief Financial Officer, Metropolitan Transportation Commission

James McIntyre
Chief Strategy Officer, Inclusive Prosperity Capital

Tom McLoughlin
Managing Director, Chief Investment Office Head of Americas Fixed Income, UBS

Louis Mirante
Legislative Director, California YIMBY

Nik Modi
Managing Director, RBC Capital Markets

Jacky Morales-Ferrand
Housing Department Director, City of San Jose

John Murphy
Director of Municipal Investor Relations, Munite/PFM

Andy Nakahata
Managing Director and Regional Head of the Public Finance West Region, UBS

Leslie Norwood
Managing Director and Associate General Counsel, Head of Municipal Securities, SIFMA

Sara Oberlies Brown
Managing Director, Stifel Public Finance

Michael Osborn
Vice President/Senior Analyst US Public Finance Group, Moody's Investors Service

John Palmer
Partner, Orrick Herrington & Sutcliffe LLP

Gabriel Petek
Legislative Analyst, California Legislative Analyst’s Office

Jenny (Jennifer) Poree
Senior Director & Sector Leader, Utility Revenue, S&P Global

Omid Rahmani
Associate Director, Fitch Ratings

Rich Saskal
National Editor - The Bond Buyer, Arizent

Michael Scarchilli
Editor in Chief, The Bond Buyer

Tim Seufert
Managing Director, NBS

Jamie Shilling
Deputy Credit Officer, Build America Mutual Assurance Company

Rich Simon
Director, Western Region & Higher Education, Assured Guaranty

Nikolai J. Sklaroff
Deputy Director of Finance, Debt & Treasury Management Division, City of San José

Lisa Smith
Managing Director – Public Finance, MUFG

Monika Suarez
Managing Director - Public, Nonprofit and Affordable Housing Finance, Western Alliance Bank

Barbara Valiente
Associate Vice President for Finance/Controller, Occidental College

Kurt Van Kuller, CFA
Portfolio Manager, Sit Investment Associates, Inc.

Carmen Vargas
Director, Barclays

Bryan Victor
Partner, Orrick Herrington & Sutcliffe LLP

Tom Weyl
Executive Director, Co-Head of Municipal Desk Analytics, Morgan Stanley

Stephen Winterstein
Head of Municipal Fixed Income, MarketAxess Holdings Inc.

Scott Wu
Executive Director, IBank

Grace Yuen
Managing Director & Head of West Region, Siebert Williams Shank & Co. LLC

Alex Zaman
Director, Citigroup

Sponsors & Partners

2021 Sponsors and Partners

• Orrick
• Assured Guaranty
• Build America Mutual
• BofA Securities
• Barclays
• IBank
• Chapman and Cutler
• Fitch Ratings
• Hawkins
• Pricing Direct
• Diver
• Moodys Investors Service
• Munite
• Polsinelli
• RBC Capital Markets
• Refinitiv
• S&P Dow Jones Indices
• S&P Global Ratings
• Siebert Williams Shank
• Stifel
• Stradling
• Wells Fargo
• Western Alliance Bank
• Accuity