Thursday Event Schedule

Lunch hosted by BAM: 12:00 pm - at 5th & Mad
7 E 36th St

Morning Tour of The Morgan Library & Museum: 10:30 am
225 Madison Avenue

Historical Gilded Age Walking Tour: 1:30 pm
will meet at 7 E 36th St

Afternoon Tour of The Morgan Library & Museum: 2:00 pm
225 Madison Avenue

Welcome Reception hosted by Assured Guaranty: 5:30 pm - at Somewhere Nowhere
112 W 25th St

NOTE: All Thursday events require pre-registration. Space is limited.

Forum Day Details

When: Friday, October 25

Where: J.P. Morgan, 383 Madison Ave, NYC

Friday Event Schedule

• 7:00 am: Registration and Light Breakfast

• 8:00 am - Welcome Remarks

  • Meredith Mitchell, Head of Public Finance Investor Marketing, J.P. Morgan

  • Rachel Perlman, Chair of Municipal Bond Women’s Forum, Stifel Financial

• 8:15 am - Interactive Table Session - Icebreakers

  • Darian Gerasta, Office of the CIO, J.P. Morgan CIO

  • Cassandra Mullany, Public Finance Debt Capital Markets, J.P. Morgan

  • Gillian Sheeran, Co-Head Municipal Brokerage Sales, Morgan Stanley

• 9:15 am - Break

• 9:30 am - State of the Markets Panel

  • Moderator: Jackie Mischler, Public Finance Syndicate, J.P. Morgan

  • Eileen Braden, Head of State and Local Government Relations, J.P. Morgan Chase

  • Peter DeGroot, Head of Municipal Research & Strategy, J.P. Morgan Research

  • Neene Jenkins, Head of Municipal Research, J.P. Morgan Asset Management

• 10:30 am - Break

• 10:45 am - AI & Technology Panel

  • Moderator: Mikaela Rix, Public Finance Sales, J.P. Morgan

  • Adrian Budischak, Head of Public Finance Digital Platform & Co-Head of Short Term Trading, J.P. Morgan

  • Amani Smathers, Municipal Legal Solutions, Chapman & Cutler

  • Manuela Veloso, Head of AI Research, J.P. Morgan

• 11:45 am - Swirl to Seat Assignment 2 & Lunch Break

• 12:15 pm - Platinum Sponsors Highlight

• 12:30 pm - WHOW - Women Helping Other Women Panel

  • Moderator: Frances Lewis, Head of Municipal Credit Research, MacKay Shields

  • Lee Chu, Partner and Portfolio Manager, Capital Group

  • Kristen DeJong, Portfolio Manager, Nuveen

  • Alex Petrone, Director of Fixed Income, Rockefeller Asset Management

  • Deborah Trachtenberg, Director of Municipal Bond Trading, Eaton Vance (Retired)

  • Spencer Whipkey, Public Finance Syndicate, J.P. Morgan

• 1:30 pm - Break

• 1:45 pm - Interactive Table Session - Navigating Your Career

  • Eileen Cheng, Public Finance Trading, J.P. Morgan

  • Michelle Hallam, Portfolio Manager, J.P. Morgan Asset Management

• 2:45 pm - Break

• 3:00 pm - Keynote Speaker - Fireside Chat with Jamie Dimon

  • Jamie Dimon, Chairman and CEO, J.P. Morgan

  • Host: Annie Marinaro, Head of Public Finance Debt Capital Markets, J.P. Morgan

• 3:45pm - Closing Remarks

• 4:00 pm - Cocktail Reception, J.P. Morgan - 2nd Floor

• 7:00-9:00 pm: Karaoke Party at RPM Underground (space is limited, pre-registration is required) 246 West 54th Street

Saturday’s Adventure

When: Saturday, October 26, 2024, 2:00 pm

Where: Music Box Theater, 239 W. 45th St. - Suffs (additional charge of $149 per ticket)