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«Conference Program and Agenda 2014 PUBLIC POLICY & MUNICIPAL FINANCE CONFERENCE February 19 & 20, 2014 TIAA-CREF Charlotte, North Carolina Southern ...»

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Southern Municipal Finance Society (SMFS)

Proudly Presents




February 19 & 20, 2014


Charlotte, North Carolina

Conference Program and Agenda



February 19 & 20, 2014


Charlotte, North Carolina

Southern Municipal Finance Society (SMFS) Day 1: Wednesday, February 19, 2014 2:00 – 2:30 PM Registration Opens 2:30 – 2:35 PM Welcoming Remarks Barbara VanScoy, Chairwoman – Southern Municipal Finance Society 2:35 – 2:45 PM Lisa Black, Senior Managing Director – Head of Global Public Markets, TIAA-CREF 2:45 – 4:00 PM Panel Topic: Municipal Challenges With low interest rates depressing investment returns, home prices only recently stabilizing and the need for ser- vices at an all-time high, governments are under financial siege. Let this panel of senior government officials and rating agency analysts walk you through the current landscape and discuss measures municipalities are taking to improve their future.

MODERATOR: Clark Case, City Treasurer – City of Winston-Salem Gail Sussman, Managing Director – Moody’s Investors Service Greg Gaskins, Chief Financial Officer – City of Charlotte Michael J. Marz, Vice Chairman – FirstSouthwest 4:00 – 4:15 PM Networking Break 4:15 – 5:30 PM Panel Topic: Public Policy and Finance The public policy we shape drastically affects the long term outcomes of municipalities. Whether it be fiscal, social or economic policy, the downstream effects on municipal balance sheets are often not predictable.

MODERATOR: Jack Vogt, Retired Professor of Public Finance, UNC-CH School of Government and Former Member, N.C. Local Government Commission John Hallacy, Managing Director – Assured Guaranty Steve Schemmel, Managing Director, Public Finance Banker – Bank of America Scott Greer, City Treasurer – City of Charlotte Tim Romocki, Director of Debt Management - State of North Carolina 5:30 – 6:30 PM Networking Cocktail Hour 6:30 – 8:30 PM Dinner & Keynote Welcome Message by: The Honorable Nikki Haley, Governor – South Carolina Topic: Pension Challenges and Reform Pension reform has become synonymous with municipal finance. With reporting and measurement standards evolving quickly, practitioners need to be armed with the most up-to-date knowledge. Presenting is Charles E.F.

Millard. Mr. Millard is the former Director of the Pension Benefit Guarantee Corporation (PBGC) holding the rank of United States Under Secretary and is the current head of Citigroup’s pension relationship business.

–  –  –

Presenter: Bill Oliver, NFMA Industry and Media Liaison – National Federation of Municipal Analysts 11:15 – 12:00 PM Topic: MSRB Update 2014 The Municipal Securities Rule Making Board (MSRB) will be presenting an early 2014 update on challenges and changes for the upcoming year. MSRB policy greatly shapes the lives of municipal governments – understanding the changes coming forth can give an analyst a competitive advantage on the market.

Presenter: Ernesto A. Lanza, Deputy Executive Director – MSRB 12:00 – 1:30 PM Lunch & Keynote Municipal analysts are often responsible for their own document review. Allen Robertson, newly elected President of the National Association of Bond Lawyers, will walk us through the common pitfalls and misconceptions in document review and highlight what every municipal analyst must know about their covenants. A necessity for all experience levels.

–  –  –

Martin Arrick Martin D. Arrick is a Managing Director in the Corporate and Government Ratings group at Standard & Poor’s Ratings Services. He is the senior analytical leader and group spokesman for the not-for-profit healthcare group. He is based in New York and leads a team of healthcare analysts throughout the country. Martin is actively involved in all aspects of the healthcare practice, including criteria development, and serves as chair for many healthcare committees. Martin is also active in the long-term care practice, the ratings of several national and regional health systems, and has primed a number of public and privatized hospital systems.

Previous to joining Standard & Poor’s in 1990, Martin was a healthcare analyst in the New York State Comptroller’s Office.

He has also held administrative positions in a hospital, a health maintenance organization, and the New York City Department of Health.

Martin has been ranked in Modern Health’s list of the 100 most influential people in the healthcare sector, and was named to Smith’s all-star research team. He has authored numerous publications and special reports on the healthcare sector, and is a member of the Healthcare Financial Management Association’s Principles and Practices Board.

Martin holds a Bachelor of Arts degree from Case Western Reserve University, a master of business administration degree and a master’s degree in Public Health from Columbia University.

Lisa Black Lisa Black is senior managing director and Head of Global Public Markets for the TIAA-CREF organization. Ms. Black is responsible for overseeing all of the organization’s public fixed-income investment activities, including Portfolio Management, Research, Trading, Derivatives and Quantitative Portfolio Management. Previously, she served as Head of public fixedincome portfolio management and was the Head of public-fixed income trading. Prior to that, Ms. Black has held other roles at TIAA-CREF, including portfolio manager of the short-term and intermediate-term bond funds. She joined the TIAA-CREF organization in 1987 as a corporate credit analyst where she covered paper/forest products, banks and finance companies.

Ms. Black holds an A.B. in economics from Smith College and an M.B.A. from the Ross School of Business at the University of Michigan. She is a member of the Fixed Income Analysts Society and the CFA Institute.

Thomas Caine Thomas Caine is President of Caine Mitter & Associates Incorporated. Ranked #1 or #2 in housing since its creation in 1978, Caine Mitter currently serves as financial advisor, quantitative consultant, swap advisor and/or MBS secondary market pipeline manager to 16 State and four local housing finance agencies. With over 45 years of experience, including trading municipal bonds and managing a public finance department at a major investment bank, Mr. Caine has been involved in the creation of many of the innovative techniques used in single family and multifamily housing finance.

Jeremy A. Carter

Mr. Carter joined DEC Associates at its inception in 2004 and works at the firm’s Charlotte, NC office. During his 17-year career in public finance and banking, he has been engaged in numerous public and private transactions ranging from commercial real estate to local government financings in both North Carolina and Georgia. Since 2004, Mr. Carter has acted as a financial advisor to NC clients including, among others, the City of Charlotte, Greensboro, Raleigh, and Winston-Salem, as well as many counties including Chatham, Cumberland, Durham, and Forsyth. In his role as financial advisor, he has participated in more than 200 financings including General Obligation Bonds, Certificates of Participation, Utility Revenue Bonds, Airport Revenue Bonds, Special Obligation Bonds, VRDBs, and directly placed debt with financial institutions.

Speaker Biographies

Clark Case

Clark Case is Assistant Financial Officer and Treasurer for the City of Winston-Salem. He has been with the City of WinstonSalem for 30 years. He presently manages Treasury, Accounts Payable, Investments, Debt Management, Revenue Billing & Collections, and Financial Systems. He previously has managed Purchasing, Payroll, Workers’ Compensation, Pensions, Employment Taxes, and Employee Benefits for the City.

Before coming to the City of Winston-Salem, he worked in financial management positions for the Mutual Broadcasting System, Pizza Hut, and Arthur Andersen. He has a Bachelors of Science degree and an MBA degree from the University of Kansas.

E. Chase Coale Chase concentrates her practice in the area of public finance and is able to serve clients in various roles of a bond financing including underwriter's counsel, bank counsel, borrower's counsel and trustee's counsel in North and South Carolina. She has worked with clients on general obligation bonds, revenue bonds, certificates of participation and commercial paper financings. She previously worked for NationsBank in Frankfurt, Germany, and for RJ Reynolds in Cologne, Germany. Chase was the recipient of the J. William Fulbright Scholarship in 1993-1994

George Friedlander

George Friedlander is a Managing Director and Chief Municipal Strategist with Citigroup Investment Research and Analysis.

Mr. Friedlander is widely recognized as a leader in the municipal bond marketplace. He is frequently quoted in the financial press on his ideas related to trends and investment patterns in the municipal bond market. He joined Smith Barney, a predecessor firm, in 1975. He has a BS in Math from the State University at Stony Brook and an MBA with Distinction in Finance from Pace University.

Mr. Friedlander has been ranked as one of the top 3 municipal strategists by Institutional Investor for 16 of the 18 years for which I. I. has had a Fixed Income All-America team. George and his team were ranked #1 by Institutional Investor in Municipal Market Strategy in 2011 and #2 in 2012 and 2013. He has been ranked #1 in 2013 by two other polls that specifically target the muni investor universe. Mr. Friedlander has further been recognized with awards from SIFMA and its predecessor firms, the Bond Market Association and the Public Securities Association, and from the National Federation of Municipal Analysts. He was voted the National Federation’s Analyst of the Year in 1989, and received the Chairman’s Contribution Award of the Bond Market Association in 1997. He was a member of SIFMA’s Municipal Executive Committee for roughly 25 years through 2009 and remains an associate member. He is currently actively working with state and local public interest groups on ways to respond to potential threats to the tax-exempt status of municipal bonds and related policy issues. He is the Chairman of the Technical Advisory Committee for the Municipal Bonds for America Coalition. In 2011 Mr. Friedlander received the Lifetime Achievement Award in a poll of institutional investors by Smith's Research and Gradings.

Greg C. Gaskins

Greg Gaskins is currently serving as the Chief Financial Officer (CFO) of the City of Charlotte in North Carolina. As the Finance Director, he plans and directs the activities of the Finance Department. The Accounting, Revenue, Treasury, Risk Management and Finance Business Systems functions are included in the Finance Department. Mr. Gaskins uses his financial and legal expertise to support special city economic development initiatives. He also plans risk management policy and strategy and is responsible for the City’s Comprehensive Annual Financial Report. He manages debt of over two billion dollars on behalf of the City’s credit entities and has the responsibility for all of the City’s cash and investments. Mr. Gaskins serves as trustee of the local Firefighter Retirement System.

Speaker Biographies

Scott L. Greer

As City Treasurer, Scott leads the City’s Treasury division and is responsible for the general oversight of the City’s debt issuance programs, banking relationships, revenue estimates and fund investments. Charlotte has over $4.5 billion in outstanding debt and maintains a $1.8 billion investment portfolio. The Treasury division has seven full-time professional employees and provides consultative treasury services to the City of Charlotte’s diverse business enterprises including CharlotteMecklenburg Utilities, Charlotte Area Transit System, Charlotte Storm Water and Charlotte-Douglas International Airport.

Charlotte maintains the highest credit ratings in nearly all categories having been perennially rated “AAA” on its general credit score.

Mr. Greer serves as the Treasurer and Board Member for the Charlotte Firefighters Retirement Board and as a member of the Investment Committee.

Mr. Greer received his bachelor’s degree in Economics from the University of North Carolina at Chapel Hill in 1989 and completed a Master’s degree in Public Administration from the University of North Carolina at Charlotte in 1998. In September 2009 he completed a certificate program in “Advanced Investment Management” at the Wharton School of Business at the University of Pennsylvania.

John J. Hallacy As a Managing Director in Assured Guaranty’s Public Finance Department, John Hallacy has responsibilities in several important business development areas. He is a regular contributor to the company’s weekly municipal publication, develops and enhances the company’s retail marketing effort and supports new business origination.

Mr. Hallacy has an extensive professional history, which encompasses both investment banking and bond insurance. His most recent position was as the Managing Director, Head of Municipal Research with Bank of America Merrill Lynch. In addition to his highly regarded accomplishments as a sell-side municipal analyst, he has significant experience in the bond insurance industry. He helped establish two bond insurance companies and ran underwriting groups at both FGIC and MBIA. He started his career with Standard & Poor’s focusing on credit rating analysis across multiple sectors.

A well-known speaker on topics related to the municipal market, he has also been ranked frequently in the Institutional Investor poll. The National Federation of Municipal Analysts (NFMA) granted him its Award of Excellence in 2001. He graduated from Columbia College of Columbia University and has done graduate work at the University

Tim Hopper

Tim Hopper is a managing director and Chief Economist for TIAA-CREF. He is responsible for the firm’s economic views as well as advising the organization on various asset allocation strategies. He also forecasts economic and financial trends, provides commentary both internally and to clientele and is a prolific public speaker.

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