2025 AGENDA

Westin Kierland Resort
Scottsdale, AZ

Wednesday, October 22

2:00 - 4:00 pm - Golf and Networking Event
Show off your skills at a custom 5 hole putting course with obstacles, sponsored by BofA Securities.
Location: Driving Range and Golf Academy, Westin Kierland Resort

3:00 - 4:00 pm - Outdoor Yoga
Join our very own Darian Gerasta of JPM CIO for a Vinyasa Yoga Flow and Guided Meditation, sponsored by BofA Securities.
Location: Marshall's Outpost Lawn, Westin Kierland Resort
(Sorry, this event is at capacity and no new registrations are available).

5:30 pm - Welcome Reception hosted by BAM
Location: Northern Sky Terrace, Westin Kierland Resort

Thursday, October 23

8:00 am - Check in, Breakfast

9:00 am - Opening Remarks:
Rachel Perlman - Institutional Sales, Stifel and Chairwoman Municipal Bond Women’s Forum

9:15 am - Interactive Session: Connections Around the Table
Moderators:
Kirsten Adelhock - Head of Marketing, BofA Securities
Melissa Plunkett - Head of High Grade Trading, BofA Securities

9:45 am - Panel: Federal Environment & Impact on Municipal Market
Moderator:
Kerri Jobling - Municipal Underwriting, BofA Securities
Panelists:
Grace Boraas - Senior Portfolio Manager, Vanguard
Laura MacDonald - Education and Not-For-Profits Analyst, S&P Global Ratings

10:45 am - Break

11:00 am - Trends in Not For Profit Healthcare
Moderator:
Suellen Hartigan - Institutional Marketing, BofA Securities
Panelists:
Kim Nakahara - Senior Research Analyst and Portfolio Manager, Allspring Global Investments
Catherine Crews - Co-Head Municipal Underwriting, RBC Capital Markets
Jamie Brooke Forseth - Head of Research and Business Strategy, Tower Bay Asset Management

12:00 pm - Wellness Panel: Be Healthy, Wealthy & Wise
Moderator:
Amy Floyd - Capital Markets, BofA Securities
Panelists:
Alisa Fitzgerald-Trader - Senior Municipal Trading, Morgan Stanley
Teri Kelley - Financial Advisor, Morgan Stanley
Marlo Lyons - Executive Coach, Marlo Lyons Coaching

1:00 pm - Lunch

2:15pm - Keynote Speaker: Phoenix Mayor Kate Gallego

3:15 pm - Trailblazers, Leaders in the Industry
Moderator:
Robin Panzarella - Municipal Underwriting, BofA Securities
Panelists:
Julie Burger - Public Finance, Wells Fargo
Susan Joyce - Head of Municipal Trading and FI Market Structure, Alliance Bernstein
Betsy Kiehn - Head of Municipal Capital Markets, Stifel
Julie Morrone - Director of Research, Rosemawr Management
Amy Plyler Nunez - Fixed Income Trader, Nuveen

4:15 pm - Closing Remarks

5:00 pm - Cocktails at Westin Kierland

5:30-9:30 - Dinner and Entertainment at Culinary Dropout, hosted by Assured Guaranty

Thank you to our Host!