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Seminar Materials

Municipal Debt Essentials
March 17-19, 2015
Riverside Convention Center, Riverside, CA

Introduction: Evolution of the Bond Market
David Brodsly, Managing Director, KNN Public Finance
Session One: Bond Concepts
David Brodsly, Managing Director, KNN Public Finance
Cheryl Hines, Managing Director, William Blair & Company
Session Two: Long-term Debt Financing Options: Understanding Best Practices
Eileen Gallagher, Managing Director, Stifel, Nicolaus & Company, Inc.
Victor Hsu, Partner, Norton Rose Fulbright US LLP
Session Three: Current Short-term Financing Options
Ken Gambone, Executive Director, Public Finance Investment Banking Group, Mizuho Bank
Theresia Trevino, Chief Financial Officer, Riverside County Transportation Commission
Session Four: The Changing Roles and Responsibilities of Debt Issuers and Finance Team Members
Raul Amezcua, Managing Director, Stifel, Nicolaus & Company, Inc.
Scott Catlett, Assistant Finance Director, City of Riverside
Brian Forbath, Shareholder, Stradling Yocca Carlson & Rauth
Brent Mason, Finance Director, City of Riverside
Scott Smith, Vice President, CSG Advisors, Inc.
Session Five: Cost of Issuance
David Brodsly, Managing Director, KNN Public Finance
Charles Turner, Director of Finance, Eastern Municipal Water District
Session Six: Initial Disclosure
Scott Catlett, Assistant Finance Director, City of Riverside
Scott Ferguson, Shareholder, Jones Hall

Introduction: Recent Trends in the Bond Market
Nikolai J. Sklaroff, Director � West Region, Public Finance, Wells Fargo Securities
Session One: Debt Capacity and Affordability
Danny Kim, Partner, Norton Rose Fulbright US LLP
Nikolai J. Sklaroff, Director � West Region, Public Finance, Wells Fargo Securities
Session Two: Debt Policy and Plan of Finance
Sara Oberlies Brown, Managing Director, Stifel, Nicolaus & Company, Inc.
Robert A. Porr, Senior Vice President, Fieldman, Rolapp & Associates, Inc.
Session Three: Debt Structuring (Updated 3/20/15)
Scott Nagelson, Managing Director, US Bancorp Municipal Securities Group
Anna Sarabian, Senior Vice President, Fieldman, Rolapp & Associates, Inc.
Session Four: Credit Quality and the New Dynamics of Credit Ratings
Jay Goldstone, Managing Director, Public Finance Group, Mitsubishi UFJ Financial Group
Jen Hansen, Associate Director, Standard & Poor�s Ratings Services
Session Five: Marketing and Pricing
Marc Hughes, Managing Director, Public Finance, Mesirow Financial, Inc.
Stephen J. (Jay) Murphy, Managing Director, National Syndicate Manager, Mesirow Financial, Inc.
Session Six: Improving Market Efficiency by Expanding Investor Base
Debra Saunders, Vice President, Municipal Underwriting, Fidelity Capital Markets

Introduction: Finance Officers in Today�s Market
Dennis Coleman, Manager of Finance and Customer Service, Indio Water Authority
Session One: Roles and Responsibilities of the Issuer and Trustee
Dennis Coleman, Manager of Finance and Customer Service, Indio Water Authority
Jose Matamoros, Vice President, The Bank of New York Mellon Trust Company
Session Two: Bond Documents and Debt Service
Eric Goldstein, Principal Administrative Analyst, Metropolitan Water District of Southern California
Jacquelynne M. Jennings, Partner, Schiff Hardin LLP
Session Three: Continuing Disclosure Responsibilities
Justin Pica, Director of Product Management � Market Transparency, Municipal Securities Rulemaking Board
Timothy Reimers, Principal, Polsinelli LLP
Session Four: Understanding Arbitrage
Katia Frock, Director, Senior Manager of Arbitrage Rebate Practice, PFM Asset Management LLC
Session Five: Investing Bond Proceeds
Monique Spyke, Director, Western Region Asset Management, PFM Asset Management LLC
Session Six: Refunding Your Agency�s Debt Obligations
Bryon Rockwell, Managing Director, Bank of America Merrill Lynch
Elena R. Zaretsky, Senior Vice President, FirstSouthwest