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
Matt McQueen – Head of Global Municipal Banking and Markets, Global Mortgages and Securitized Products, BofA Securities

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

9:45 am - The Federal Environment & its Impact on the Municipal Market
Moderator:
Kerri Jobling - Municipal Underwriting, BofA Securities
Panelists:
Grace Boraas - Senior Portfolio Manager, Vanguard
Laura Macdonald - Managing Director and Analytical Manager, S&P Global Ratings
Ian Rogow, Co-Head of Municipal Research, Bofa Securities

10:45 am - Break

11:00 am - Trends in Not For Profit Healthcare
Moderator:
Suellen Hartigan - Municipal 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 - Be Healthy, Wealthy & Wise
Moderator:
Amy Floyd - Municipal Capital Markets, BofA Securities
Panelists:
Alisa Fitzgerald - Senior Municipal Trader, Morgan Stanley
Teri Kelley - Financial Advisor, Morgan Stanley
Marlo Lyons - Executive Coach, Marlo Lyons Coaching

1:00 pm - Lunch

2:15pm - Fireside Chat with Kate Gallego, Mayor of Phoenix, Arizona
Moderator: Holly Vocal, Municipal West Coast Banking, BofA Securities

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!