California Debt and Investment Advisory Commission

  • 2009
  •   |  
  • 2008
  •   |  

2008 Debt Issuance and Public Investment Seminars and Conferences

Investing Public Funds: Fundamentals of Managing Your Portfolio
November 20-21, 2008, Hilton Pasadena
Pasadena, California

This one and one-half day seminar provides investment officers and their staff with information about the investment of public funds. Topics include investment concept fundamentals, cash flow analysis, the investment of operating funds and bond proceeds, the role of investment advisors and broker/dealers, and the use of benchmarks to manage a portfolio.

Fundamentals of Debt Financing
October 2-3, 2008, Doubletree Hotel San Diego Mission Valley
San Diego, California

This one and one-half day seminar is the first in a series of three debt issuance courses. Topics include roles and responsibilities of financing team members, types of short- and long-term financings, the decision to use credit enhancement, and the credit rating process. The session will conclude with a discussion of issuer responsibilities for initial and continuing disclosure.

Understanding Municipal Securities Regulations
September 19, 2008, Sheraton San Diego Hotel & Marina
San Diego, California

This one-day seminar covers the disclosure of municipal securities information to the market. Topics include federal securities laws and regulations, issuer responsibilities, and continuing disclosure compliance.

The Bond Buyer California Public Finance Conference
The Future of the Municipal Securities Market
September 15, 2008, Hyatt Regency Embarcadero
San Francisco, California

This half-day seminar preceding The Bond Buyer California Public Finance Conference is intended to make sense of the rapidly evolving municipal securities market. Topics include the state of the bond insurance industry, the use of credit ratings, and the possible future application of a global rating scale to both corporate and municipal bonds. The seminar will conclude with a discussion on whether the municipal market will be able to regulate itself in the future. This pre-conference event is open to both public and private sector representatives of the municipal finance industry.

Living with an Issue: On-going Debt Administration
April 10-11, 2008, Burlingame, California

This one and one-half day seminar is the third in a series of three CDIAC debt issuance seminars and is designed to assist issuers with the ongoing administration of their debt instruments. The seminar covers such topics as the roles and responsibilities of trustees and issuers, arbitrage rebate, continuing disclosure, compliance monitoring, refundings, variable rate financings, and interest rate swaps.

The Mechanics of a Bond Sale
March 13-14, 2008, Oakland, California

This one and one-half day seminar is the second in a series of three CDIAC debt issuance seminars. This seminar covers such topics as structuring the financing, developing a debt management policy, utilizing a plan of finance, approaches to credit enhancement, preparing legal documents, marketing an issuance, understanding federal arbitrage rules and regulations, and investing bond proceeds.

NEW - Keynote Speaker State Treasurer Bill Lockyer

Fundamentals of Land-Secured Financing
February 28, 2008, Ontario, California

This one-day workshop focuses on Mello-Roos Community Facilities District and Assessment District Financings. This workshop covers such topics as financing structures, pre-formation considerations, the district formation process, project implementation, bond issuance mechanics, and the administration of liens and bonds.

Mello Roos Financing Team:
Larry Rolapp, Fieldman Rolapp & Associates
Susan Goodwin, Goodwin Consulting Group
Robert Davison, County of Sacramento

Assessment District Financing Team:
Sam Sperry, Orrick Herrington & Sutcliffe, LLP
Joan Cox, Harris & Associates
Jenine Windeshausen, County of Placer

Foreclosure Counsel:
Susan Feller, Sherman & Feller

CDIAC and the California Association of School Business Officials: ABCs of School Debt Financing
January 24, 2008, Ontario, California

This one-day seminar, held in both Northern and Southern California, is tailored to new school business officials and staff members involved or interested in understanding the mechanics of school debt financing. This seminar covers such topics as sources of financing, school financing techniques, and ongoing administration and accounting issues.

Program Facilitator and Speaker:
Robert Whalen, Stradling Yocca Carlson & Rauth

Ruth Alahydoian, Kelling, Northcross & Norbriga
Geoffrey Kiehl, Chief Business Officer/Associate Superintendent, Fremont Union High School District
Dawn Vincent, Stone & Youngberg LLC