This symposium is designed to educate public entities about the aspects of municipal debt financing including bond elections, bond pricing, financing alternatives and communicating with investors and rating agencies. This symposium will provide a great opportunity to prepare staff to meet upcoming challenges involved with today's debt issues. A must-attend!
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(Tentative, subject to change.)
Welcome Comments Dan McAllister Treasurer-Tax Collector
County of San Diego
Go or No-Go? Is It Time for Your Bond Election? Recent bond authorizations have largely been approved by voters and are a critical first step to getting projects built. This panel will help guide you through an election, the recent state Supreme Court ruling on citizen ballot initiatives, and considerations when deciding to bring a bond before voters.
Scott Lewis Editor in Chief
Voice of San Diego
Alex Evans Senior Principal
Joy Tatarka Partner
TBWB Strategies, San Francisco
Tom Shepard President & CEO
Tom Shepard & Associates, Inc.
The ABCs of Municipal Bond Pricing Bond pricing has been described as both an art and a science. This panel will discuss the decisions you and your municipal adviser will need to make for a successful sale, including choosing between a negotiated and competitive sale, what happens during a negotiated pricing, and what investors care about.
Tom Paolicelli Chief Deputy Treasurer
San Diego County Treasurer-Tax Collector's Office
Nat Singer Senior Managing Director
Swap Financial Group
Betsy Kiehn Managing Director
Chris Mukai Managing Director
Alternative Financing for Issuers Considering a negotiated bond underwriting? Other financing alternatives may be more cost effective. The panel will discuss options you can consider like bank loans and pooled loan programs through the state, including GO SAVERS and SRF loans for water and sewer issuers.
Lakshmi Kommi Director of Debt Management
City of San Diego
James Hamill Managing Director
California Statewide Communities Development Authority
Simon Gutman Vice President
Jonathan Millard Senior Vice President and Market Leader
Bank of America Merrill Lynch
Lunch is served
The Importance of Municipal Disclosure
Bill Bothwell Partner
Getting Your Message Across You can tell your story most effectively. Communicating with investors and rating agencies can make a difference in your ratings and your bond pricing. This panel will focus on the benefits of investor outreach and what matters to the rating agencies and investors alike.
Michelle Issa Senior Managing Director, Partner
Public Resources Advisory Group
Colin MacNaught CEO & Co-Founder
Stephen Walsh Director
Matt Buscone Executive Vice President, Portfolio Manager
Breckinridge Capital Advisors
Kim Nakahara Senior Research Analyst, Municipal Fixed Income
Wells Fargo Asset Management; Wells Capital Management
An invoice will be sent to the email address provided during registration. Checks can be made payable to "San Diego County Symposium Fund" and mailed to:
County Treasurer-Tax Collector
Attn: Symposium Coordinator
1600 Pacific Highway, Room 102
San Diego, CA 92101
Credit card payments are not accepted at this time. Although no refunds or credits will be given for cancellations, you may opt to send a substitute from your organization.
County of San Diego employees may pay via DART transfer.