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California Debt and Investment Advisory Commission


Presents the 16th Annual CDIAC Pre-Conference to
The Bond Buyer’s 27th Annual California Public Finance Conference:

Examining the Roles of Special Consultants
in Debt Issuance and Administration


September 25, 2017
Omni La Costa Resort & Spa Conference Center
2100 Costa Del Mar Rd, Carlsbad, CA 92009

Agenda

Since 1986, the California Debt and Investment Advisory Commission (CDIAC) has partnered with municipal finance professionals to provide training and guidance to California public agencies issuing debt. This year’s CDIAC Bond Buyer Pre-Conference flips the script. Representatives from a variety of local agencies take the lead in identifying valuable topics and provide their perspective on the California bond market. In addition to exploring strategies to improve industry practices, agencies will discuss the obstacles they encounter while issuing debt and how they manage to work around them.

Presentaion Materials

Full Slide Deck
  • Session 1 | Overview of Various Municipal Finance Industry Consultants and Their Expert Work Products
  • Session 2 | Evaluating EWPs: Risk Assessments
  • Session 3 | Setting Standards of Practice for Consultants
  • Session 4 | Regulation and Your Consultants: Drawing the Line

Speakers

  • Mike Ballinger, Publisher, The Bond Buyer (Opening Remarks)
  • Mark Campbell, Executive Director, CDIAC (Opening Remarks)
  • Gary Caporicci, Partner, The Pun Group
  • John Chiang, California State Treasurer (Keynote)
  • Robert Doty, President and Proprietor, AGFS
  • Susan Gaffney, Executive Director, National Association of Municipal Advisors
  • Lisa Greer Quateman, Principal, Polsinelli
  • Leo J. Karwejna, Managing Director/Chief Compliance Officer, PFM Asset Management LLC
  • Lakshmi Kommi, Director of Debt Management, City of San Diego
  • Katie Koster, Managing Director, Investment Banking/Public Finance, Piper Jaffray & Co.
  • Jim Miller, Senior Regional Economist, San Diego Association of Governments
  • Leslie Norwood, Managing Director and Associate General Counsel, SIFMA
  • Heidi Schrader, Financial Manager Eastern Municipal Water District
  • Mary Simpkins, Senior Special Counsel, Office of Municipal Securities, SEC
  • Nat Singer, Managing Director, Swap Financial Group
  • Gilbert Southwell III, Vice President/Senior Municipal Analyst, Wells Capital Management