California Debt and Investment Advisory Commission

Seminar Materials

Assessing California’s Fiscal Climate and the Impact on the State’s Economy

Jennifer Johnston, Vice President and Research Analyst, Franklin Templeton Investment and Chair of California Society of Municipal Analysts
Gary Schlossberg, Senior Economist, Wells Capital Management

What Are the Proposed Regulatory Changes?

Justin Pica, Director Uniform Practice Policy, Municipal Securities Rulemaking Board (MSRB)
Carol Lew, Shareholder, Stradling Yocca Carlson & Rauth
Leslie Norwood, Managing Director and Associate General Counsel, Securities Industry and Financial Markets Association (SIFMA)

PRIMARY IMPACT: How Will the Changes Affect Local Debt Sales?

Moderator: Rich Saskal, Bureau Chief, Bond Buyer
Mark Adler, Managing Director, Piper Jaffray
Stephen Heaney, Managing Director, Stone and Youngberg LLC
Anne Pelej, Vice President of Federal Compliance, Willdan Financial Services

SECONDARY EFFECT: Changes that Impact Issuers’ Balance Sheets and Investments

Kay Chandler, President, Chandler Asset Management
Julia Cooper, Assistant Director of Finance, City of San Jose
Nat Singer, Managing Director, Swaps Financial Group
Nikolai Sklaroff, Managing Director, Loop Capital Markets

Will It Work?

Kenneth G. Gambone, Director, Barclays Capital
Lakshmi Kommi, Director of Debt Management, City of San Diego
Tim Schaefer, President, Magis Advisors