8:30 AM08:30

2015 Forum

  • PNC Bank Building, 1600 Market Street 3rd Floor (map)
  • Google Calendar ICS

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 EventsModerator -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 IndustryModerator -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. 

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