Wednesday, October 17, 2018
Welcome Cocktail Party Sponsored by Citi October 17th 5:30-8:30 p.m.

The Battery Club San Francisco

Thursday, October 18, 2018
St. Francis Yacht Club

8:30am -9:45am Registration and Light Breakfast
9:45am-10am Welcome Remarks and Forum Moderator -
Lindsey Wetzel , Executive Director Trading Morgan Stanley

10am-11am Credit Panel In Dedication We Trust

Moderator - Claire Voorhees , Director Wells Fargo Investment Portfolio
Meghan Burke, Chair Public Finance Mintz Levin
Nancy Feldman, Managing Director, Head of Public Finance
Transportation and Credit Strategies Group Wells Fargo
Jennifer Johnston, Vice President and Analyst Franklin Templeton
Frances Lewis, Senior Managing Director of Research MacKay Shields

11:15am-12:15pm Advancing Women in our Industry

           Moderator - Daniela Durao , Senior Municipal Bond Evaluator Bloomberg
Chris Ryon, Portfolio Manager and Director Thornburg Investment Management
  Belma McCaffrey,  Founder and CEO Work Bigger
Susan Taylor, Partner Scott-Bennett, Inc


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

             Keynote Speaker - Lisa Marie Harris, Director Finance/Treasurer San Diego Water Authority

1:45pm-2:45pm The Changing Face of Municipal Technology- Can old fashioned analysis
                                 and communication really be replaced?


            Moderator - Kirsten Adelhock, Institutional Sales Bank of America
                                    Roundtable Conversation

3:00pm- 4:30pm Trail Blazers in the Industry
           Moderator - 
Betsy Kiehn , Managing Director Municipal Underwriting Stifel Nicolaus
Pinky Kottoor, Director Citi Municipal Securities Division
                    Nancy Mullally, Chairman, CEO, CFO Alamo Capital
                    Carrie Higgins, Vice President and Portfolio Manager Franklin Templeton Advisers
                    Linda Matkowski, Chief Operating Officer Stern Brothers
                    Teri Hansen, Executive Director, Middle Market Sales Morgan Stanley
                     Julie Morrone, Principal and Director of Research Rosemawr Management

Cocktails and Dinner following forum  Wayfare Tavern Please RSVP hosted by Assured Guaranty

Friday October 19, 2018 Trip to
Rams Gate Winery ** sold out** please contact us at to be added to wait list