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2017 Forum

  • Mesirow Financial 353 North Clark Street Chicago, IL, 60654 United States (map)
Registration is now closed. 

8:30am to 9:45am- Registration and Light Breakfast

9:45am to 10:00am-Opening Remarks

10:00am to 11:00am-Panel Discussion on Trends in Trading

Moderator: Rebecca Rogers- Director of Trading at Wilmington Trust Investment Advisors

Daniela Durao- Senior Bond Evaluator at Bloomberg

Amy Catlin Haklisch- Director of Institutional Sales at Citi

Melissa Plunkett- Head of High Grade Trading at Bank of America Merrill Lynch

Debe Trachtenberg- Director of Trading at Eaton Vance

Lindsey Wetzel- Executive Director, Municipal Trading at Morgan Stanley

11:15am to 12:15pm- Panel Discussion on Millennials and Changes in the Industry

 Moderator: Sarah LambertPortfolio Manager at BNY Mellon

Ellen Carman- Portfolio Manager at BNY Melllon

Annie Cheslin- Vice President, Municipal Trading at Wells Fargo

Lauren Olsen- Associate at Credit Suisse

Stephanie Woeppel- VP, Senior Analyst & Team Leader of MFI Reasearch at Northern Trust Asset Management

12:30pm to 1:30pm- Lunch and Keynote Speaker:  Introduction by: Beth Wolchock - Oppenheimer & Co. Inc, Head of Municipal Underwriting

Ritta McLaughlin

1:45pm to 2:45pm- Panel Discussion on Enviromental Changes and Impact on Municipal Credits

Moderator:  Barbara Flickinger- Former Managing Director at MBIA/National Public Finance Guarantee

Tiphany Lee-Allen- Assistant Vice President at Moody's Investors Service

Nicole Martin- Senior Director at S&P Global Infrastructure Ratings

Karen Weigert- Senior Fellow Global Cities at the Chicago Council on Global Affairs

3:00pm to 4:30pm- Panel Discussion Trailblazing Women in the Industry

Moderator:  Debe Trachtenberg- Director of Trading at Eaton Vance

Margaret Byrne- Managing Director at J.P. Morgan Asset Management

Mary Francoeur- Managing Director at PFM Financial Management, Inc. 

Dawn Mangerson-  Managing Director at McDonnell Investments

Jane McCart- Senior Vice President, Fund Manager at Northern Trust 

Kirsten L. Starace- Institutional Sales at Bank of America Merrill Lynch

Stella S. Wong- Vice President, Portfolio Manager at Frankin Templeton

4:30pm Closing Remarks

5:00pm-7:00pm – Cocktail Reception

The forum is being set up to have round table discussions with a panels to discuss current trends within the market from different points of view. 


Recommended Accommodations:

***Be sure to mention you are attending the Womens Forum at Mesirow to receive a discounted rate***
The Langham
330 North Wabash Avenue
Reservations: (312)-923-9988
Westin River North
320 North Dearborn Street   
Reservations: (312)-744-1900
505 North State Street
Reservations: (877)-731-0505
The Peninsula
108 East Superior Street 
Reservations: (312)-337-2888

Additional Accommodations in the Area:

Hyatt Place Chicago/River North

66 W Illinois St

Reservations: (312) 755-1600

Residence Inn by Marriott Chicago Downtown/River North

410 N Dearborn St

Reservations: (312) 494-9301

Fairfield Inn & Suites by Marriott Chicago Downtown/River North

60 W Illinois St

Reservations: (312) 836-1700



Earlier Event: October 18
2017 Welcome Reception
Later Event: October 18
2018 Forum