Oct
19
8:30am 8:30am

2017 Forum

Registration is now closed. 

8:30am to 9:45am- Registration and Light Breakfast

9:45am to 10:00am-Opening Remarks

10:00am to 11:00am-Panel Discussion on Trends in Trading

Moderator: Rebecca Rogers- Director of Trading at Wilmington Trust Investment Advisors

Daniela Durao- Senior Bond Evaluator at Bloomberg

Amy Catlin Haklisch- Director of Institutional Sales at Citi

Melissa Plunkett- Head of High Grade Trading at Bank of America Merrill Lynch

Debe Trachtenberg- Director of Trading at Eaton Vance

Lindsey Wetzel- Executive Director, Municipal Trading at Morgan Stanley

11:15am to 12:15pm- Panel Discussion on Millennials and Changes in the Industry

 Moderator: Sarah LambertPortfolio Manager at BNY Mellon

Ellen Carman- Portfolio Manager at BNY Melllon

Annie Cheslin- Vice President, Municipal Trading at Wells Fargo

Lauren Olsen- Associate at Credit Suisse

Stephanie Woeppel- VP, Senior Analyst & Team Leader of MFI Reasearch at Northern Trust Asset Management

12:30pm to 1:30pm- Lunch and Keynote Speaker:  Introduction by: Beth Wolchock - Oppenheimer & Co. Inc, Head of Municipal Underwriting

Ritta McLaughlin

1:45pm to 2:45pm- Panel Discussion on Enviromental Changes and Impact on Municipal Credits

Moderator:  Barbara Flickinger- Former Managing Director at MBIA/National Public Finance Guarantee

Tiphany Lee-Allen- Assistant Vice President at Moody's Investors Service

Nicole Martin- Senior Director at S&P Global Infrastructure Ratings

Karen Weigert- Senior Fellow Global Cities at the Chicago Council on Global Affairs

3:00pm to 4:30pm- Panel Discussion Trailblazing Women in the Industry

Moderator:  Debe Trachtenberg- Director of Trading at Eaton Vance

Margaret Byrne- Managing Director at J.P. Morgan Asset Management

Mary Francoeur- Managing Director at PFM Financial Management, Inc. 

Dawn Mangerson-  Managing Director at McDonnell Investments

Jane McCart- Senior Vice President, Fund Manager at Northern Trust 

Kirsten L. Starace- Institutional Sales at Bank of America Merrill Lynch

Stella S. Wong- Vice President, Portfolio Manager at Frankin Templeton

4:30pm Closing Remarks

5:00pm-7:00pm – Cocktail Reception

The forum is being set up to have round table discussions with a panels to discuss current trends within the market from different points of view. 

   

Recommended Accommodations:

***Be sure to mention you are attending the Womens Forum at Mesirow to receive a discounted rate***
The Langham
330 North Wabash Avenue
Reservations: (312)-923-9988
Westin River North
320 North Dearborn Street   
Reservations: (312)-744-1900
Palomar
505 North State Street
Reservations: (877)-731-0505
The Peninsula
108 East Superior Street 
Reservations: (312)-337-2888

Additional Accommodations in the Area:

Hyatt Place Chicago/River North

66 W Illinois St

Reservations: (312) 755-1600

Residence Inn by Marriott Chicago Downtown/River North

410 N Dearborn St

Reservations: (312) 494-9301

Fairfield Inn & Suites by Marriott Chicago Downtown/River North

60 W Illinois St

Reservations: (312) 836-1700

 

 

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Oct
20
8:30am 8:30am

2016 Forum

Attendees to the welcome reception hosted by National Public Finance Guarantee. Special thanks to everyone who came out to this year's Forum! Stay tuned for information regarding next year!! 

Attendees to the welcome reception hosted by National Public Finance Guarantee.

Special thanks to everyone who came out to this year's Forum! Stay tuned for information regarding next year!! 

8:30am to 9:45am- Registration and Light Breakfast

9:45am to 10:00am-Opening Remarks

10:00am to 11:00am-Panel Discussion on Pricing and Evaluation:  Moderator -Tricia Filter-Trader at PNC Capital Advisors

Elizabeth Duggan - Interactive Data Corporation, Managing Director, Global Evaluated Pricing Business Development

Jayme Fagas- Thomson Reuters, Global Head Valuations

Mary Jo Guida -Bloomberg, Senior Municipal Bond Valuation Analyst

Jenna Varcoe - IHS Markit, Vice President Sales

11:15am to 12:15pm- Panel Discussion on Credit Current Events: Moderator- Simone Santiago- Eaton Vance, Senior Municipal Bond Trader

Kate S. Chanoux, CFA - Eaton Vance Management, Senior Municipal Analyst

Maureen Newman, CFA - Standish Mellon, Senior Analyst

Megan Poplowski - MFS Investment, Investment Officer and Fixed Income Research Analyst

Lauren Sepolen, CFA - BNY Mellon, Research Analyst

12:30pm to 1:30pm- Lunch and Keynote Speaker:  Moderator - Cindy Clemson - Eaton Vance, Co- Director of Municipal Investments

Ann-Ellen Hornridge

1:45pm to 2:45pm- Panel Discussion on Technology in the Municipal MarketModerator -Rebecca Rogers- Wilmington Trust Investment Advisors, Inc., Director of Trading

Mary Gillick - TMC, Director Sales and Marketing

Annette Halprin- MarketAxess, Head of Sales

Lauren Reilly - Sumridge Partners, RIA Sales Associate

3:00pm to 4:30pm- Panel Discussion Trailblazing Women in the IndustryModerator -Debe Trachtenberg - Eaton Vance, Director of Trading

Sara Chanda - Breckinridge Capital Advisors, Senior Vice President, Portfolio Management

Ashton Goodfield, CFA - Deutsche Asset and Wealth Management, Managing Director

Mary Collette O'Brien, CFA - BNY Mellon, Managing Director and Director of Fixed Income Portfolio Management

Christine Santucci - Citigroup, Director Institutional Sales Municipal Securities Division

Beth Wolchock - Oppenheimer & Co. Inc, Head of Municipal Underwriting  

4:30pm Closing Remarks

5:00pm-7:00pm – Cocktail Reception

The forum is being set up to have round table discussions with a panels to discuss current trends within the market from different points of view. 

Jennifer Kelly and Sarah Wu from Factset

Jennifer Kelly and Sarah Wu from Factset

 

Recommended Accommodations:

INTERCONTINENTAL BOSTON

510 Atlantic Avenue

Reservations: 617 217 5030

 

BOSTON HARBOR HOTEL

70 Rowes Wharf

Reservations: 800 752 7077

 

HILTON HOTELS & RESORTS

89 Broad Street

Reservations: 617 556 0006

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