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California Debt and Investment Advisory Commission


Municipal Market Disclosure:
Applications to Pension Disclosure


May 3, 2012
Ziggurat Building
707 Third Street
West Sacramento, California

Agenda

Although municipal bonds are a mainstay of public finance, understanding their economic value requires specialized knowledge and expertise. The vocabulary, financial concepts and calculations, and market incentives may be unfamiliar, if not entirely new, to public agency officials. This two-part, intermediate level webinar focuses on the mathematical concepts and calculations underlying bond pricing and structure.

Presentation Materials


  • Session 1 | Overview: SEC Regulations and the Disclosure Process
  • Session 2 | Pension Mechanics and Math
  • Session 3 | Pension Disclosure Practices and Issues
  • Session 4 | Disclosure Reporting Standards for Pension Obligations
  • Session 5 | Good Pension Disclosure Roundtable-What Does It Look Like?

Speakers

  • Mark Adler, Managing Director, Piper Jaffray
  • Mark Blake, Deputy City Attorney, City and County of San Francisco
  • David Brodsly, Managing Director, KNN Public Finance
  • Dan Deaton, Partner, Nixon Peabody LLC
  • Stephen Heaney, Board member, Municipal Securities Rulemaking Board
  • Jennifer Johnston, Vice President/Research Analyst, Franklin Templeton
  • Sandra Kim, Executive Director, Capital Markets Finance, University of California Office of the President
  • Tracy Mc Craner, Director/Treasurer, Administrative Services, City of Newport Beach
  • Robert McCrory, Executive Vice President, EFI Actuaries
  • John McNally, Partner, Hawkins Delafield and Wood and President of The National Association of Bond Lawyers
  • Stephen Melikian, Partner, Jones Hall
  • Alan Milligan, Chief Actuary, California Public Employee Retirement System
  • David Sundstrom, Treasurer-Tax Collector, County of Sonoma and Board member of Government Accounting Standards Board
  • Brian Whitworth, Senior Vice President, First Southwest Company