California Debt and Investment Advisory Commission

Conference Materials

  • A Call to Action for Public Officials
  • Session One: The Game Has Changed - Fiscal Stress and Personal Liability for Local Government Officials
  • Session Two: Learning from Experience: Making Good Decisions About Your Financings
    Facilitator: Tim Schaefer, Principal, Magis Advisors
    • Keith Curry, City Councilmember, City of Newport Beach
    • Gary Caporicci, Founder and Principal, Caporicci CPA
    • Kevin Civale, Partner, Stradling Yocca Carlson and Rauth
  • Session Three: On-Going Disclosure: What’s an Issuer to Do?
    Facilitator: Paul Rosenstiel, Principal, De La Rosa & Co
    • Charlene Sun, Debt Administrator, City of San Jose
    • Luke Gilroy, Research Analyst, Fidelity Investments
    • Robert H. Olson, Partner, Squire Sanders & Dempsey LLC
    • John McNally, Partner, Hawkins Delafield & Wood LLP
    • Chuck. C. Wolf, Partner, Nixon Peabody LLP
  • Session Four: What Matters About Your Pension Obligations?
    Facilitator: Daniel Deaton, Attorney, Nixon Peabody LLP
    • David Brodsly, Managing Director, KNN Public Finance
    • Brad Gewehr, Director of Municipal Credit Advisory, Bank of America Merrill Lynch
    • John McNally, Partner, Hawkins Delafield & Wood LLP