Welcome Reception hosted by


Wednesday, October 23rd, 5:30 - 8:30pm

Bryant Park Grill


Forum Hosted by


200 West Street, New York, NY

Thursday, October 24th

8:00 - 9:00am: Registration and Light Breakfast

9:00- 9:15am: Welcome Remarks

Rachel Perlman - Chairwoman, Director Institutional Sales, Boenning & Scattergood

Sylvia Yeh- Host and Moderator, Managing Director, Goldman Sachs

9:15 - 10:30am: Let’s Make a Deal - Creating a New Municipal Bond Issue From Inception, the Issuer to the Finale, the Investor

Moderator - Deborah Trachtenberg, Director of Municipal Bond Trading, Eaton Vance Management

Banker - Freda Wang, Managing Director, Goldman Sachs/ Susan Benz, Managing Director, Goldman Sachs

Issuer - Marj Henning, Deputy Comptroller for Public Finance, New York City

Insurer - Leigh Nader, Managing Director, Assured Guaranty

Financial Adviser - Jill Jaworski, Managing Director, PFM Financial Advisors LLC

Rating Agency - Eden Perry, Head of U.S. Public Finance, S&P Global Ratings

Research Sell Side - Susannah Page, Manager of Research, Roosevelt & Cross, Inc.

Underwriter - Betsy Kiehn, Managing Director, Head of Municipal Capital Markets, Stifel Nicolaus & Co.

Trader Sell Side - Annie Cheslin, Director, Wells Fargo Securities

Sales - Erin Soccio, Executive Director, UBS Financial Services Inc.

Research Buy Side - Kate Chanoux, CFA, Senior Municipal Analyst, Eaton Vance Management

Trader Buyside - April Goodman, Fixed Income Trader, Putnam Investments

Portfolio Manager - Liz Kleinerman, CFA, Managing Director, Fixed Income Wellington Management

10:30 - 11:00am: Break

11:00 - 12:00pm: Mentoring Women at Work - Male Leaders in Our Industry-

Moderator- Rachel Perlman, Director Institutional Sales Boenning & Scattergood

Dane Holmes- Head of Human Capital Management, Goldman Sachs

Peter Grauer - Chairman, Bloomberg

Patrick Haskell - Managing Director and Head of Municipal Securities, Morgan Stanley

12:00 - 12:45pm: Break/Lunch

12:45 - 1:30pm: Keynote Speaker

Maria Fiorini Ramirez - President and CEO, MFR Global Economic Consulting

1:30 - 2:00pm: Break

2:00 - 3:00pm: Life as a Digital Driven Elected Official

Moderator - Amanda Albright, Reporter, Bloomberg News

Simone Brody - Executive Director, What Works Cities

Mayor Vi Lyles - Charlotte, North Carolina

Rebecca Rhynhart - Philadelphia City Controller

Mayor Karen Weaver - Flint, Michigan

Joan Allman - Advisor

3:00 - 3:30pm: Break

3:30 - 4:30pm: Leaders in the Industry

Moderator - Alexa Gordon, Portfolio Manager, Goldman Sachs Asset Management

Margie Backstrom - Managing Director of Public Finance, Morgan Stanley

Nisha Patel - CFA, Portfolio Manager, Eaton Vance Management

Rachel Perlman -Director Institutional Sales, Boenning & Scattergood

Simone Santiago - Senior Municipal Trading, Eaton Vance Management

Helen Marie Sheehan - Managing Director, Portfolio Manager Municipal Institutional & Wealth Management, BlackRock

Barbara Smallwood - Managing Director Institutional Sales, Citigroup

4:30 - 4:45pm: Closing Remarks

Sylvia Yeh - Managing Director, Goldman Sachs

5:00 - 7:00pm: Cocktails and Appetizers

Hosted by Assured Guaranty in the Goldman Sachs Lobby


Friday, October 25, 11am - 3pm: World Yacht Cruise Boat Tour Pier 81 W 41st Street