2015 Forum
2015 Agenda
8:30am to 9:45am- Registration and Light Breakfast
9:45am to 10:00am-Opening Remarks
10:00am to 11:00am-Panel Discussion on Market Liquidity: Moderator -Tricia Vincent-Trader at PNC Capital Advisors
Thalia Meehan, CFA- Managing Director at Putnam Investments
Barbara Samett- Senior Municipal Analyst at Vanguard
Debe Trachtenberg- Director of Trading at Eaton Vance
11:15am to 12:15pm- Panel Discussion on Compliance and Regulation: Moderator- Erin Soccio- Director, Senior Municipal Sales Representative at US Bancorp Investments
Karen Du Brul- Law Offices Karen Du Brul LLC
Mary Glancey- Chief Compliance Officer at Janney Montgomery Scott LLC
Kim McManus- President Alternative Regulatory Solutions
12:15pm to 12:30pm- Presentation of Ladies First by Suzanne Mayes- Founding Member
Presentation of Northeast Women in Public Finance by Vivian Altman- Co-President and Kimberly Lyons- Co- President
12:30pm to 1:30pm- Lunch and Keynote Speaker: Rebecca Rhynhart- Budget Director, City of Philadelphia
1:45pm to 2:45pm- Panel Discussion on Credit Current Events: Moderator -Constance I DuHamel- Senior Vice President Institutional Sales at Drexel Hamilton
Lisa Kreiling, CFA- Senior Municipal Bond Analyst at PNC Capital Advisors
Claire Voorhees- Vice President, Credit Analyst at Fundamental Credit Opportunities
Jaclyn Glazer- Vice President and Municipal Credit Analyst at Citigroup
3:00pm to 4:30pm- Panel Discussion Trailblazing Women in the Industry: Moderator -Vivian Altman- Head of Origination and National Strategy, Managing Director at Janney Montgomery Scott LLC
Cindy Clemson- Co-Director of Municipal Investments at Eaton Vance
Mary DiMartino- Executive Director Public Finance at JP Morgan
Ruth Levine-Principal and Senior Analyst at Vanguard
Suzanne Shank - President and CEO of Siebert Brandford Shank & Co., LLC.
Pepe Prince Finn- Chairman and CEO of Stern Brothers & Co.
Suzanne Mayes- Chair, Public & Project Finance at Cozen O'Connor
4:30pm Closing Remarks
5:00pm-7:00pm – Cocktail Reception at Sofitel Philadelphia- 120 S 17th St, Philadelphia
The forum is being set up to have round table discussions with a panels to discuss market liquidity, and current trends within the market from different points of view. The panel will include views from the issuer, banker, buyside, sellside and credit analysts. The keynote speaker is Rebecca Rhynhart Budget Director, City of Philadelphia.