Welcome Reception Wednesday October 23 5:30-8:30 Bryant Park Grill hosted by Citi


Forum Hosted by Goldman Sachs Thursday October 24


8:00am-9:30am-Registration, Light Breakfast, and Breakout Sessions

9:30am-9:45am Welcome Remarks Chairwoman Rachel Perlman, Director Institutional Sales Boenning & Scattergood, Host and Moderator for the Forum Sylvia Yeh, Managing Director

9:45am-10:45am Let’s Make a Deal….Creating a new municipal bond issue from inception,the issuer to the finale, the investor

Moderator-Debe Trachtenberg



Financial Advisor

Research Sell Side


Trader Sell Side


Research Buy Side

Trader Buyside

Portfolio Manager

10:45am-11:00am Break

11:00am-12:00pm Fireside Chat

Participants TBA

12:00pm-12:15pm Break

12:15pm-1:30pm Keynote Speaker and Lunch

Maria Fiorini Ramirez President and CEO MFR Global Economic Consulting

1:30pm-1:45pm Break

1:45pm-2:45pm Life as a Digital Driven Elected Official

Moderator TBD

Rebecca Rhynhart Philadelphia City Controller

Mayor Karen Weaver Mayor Flint Michigan

2:45pm-3:00pm Break

3:00pm-4;00 pm Leaders in the Industry

Moderator TBD

Margie Backstrom- Managing Director Morgan Stanely
Nisha Patel- Vice President Eaton Vance Management
Rachel Perlman-Director Institutional Sales Boenning & Scattergood
Simone Santiago- Vice President Senior Municipal Trading Eaton Vance
Marie Sheehan- Blackrock
Barbara Smallwood- Citi

4:00pm-4:45pm Closing Remarks Sylvia Yeh Managing Director Goldman Sachs

5:00pm-7:00pm Cocktails and Appetizers Goldman Sachs Sky Lobby
Host Assured Guaranty


Friday October 25  11am-4pm World Yacht Cruise Boat Tour