Speakers Bureau: Municipalities

Marie Autphenne

Managing Director, Senior Muni Credit Analyst
Fixed Income Municipal Credit Group

Possible Topic Title(s):
The Ins and Outs of Municipal Bonds

Brief Topic Description(s):
A discussion of the fundamentals and technicals of the municipal bond market, with a focus on credit trends and surveillance best practices.

Target Audience:
Municipalities, Banks, Total Return

Vinny Bleau

Vice President, Fixed Income Analyst
Total Return and Relative Value Group

Possible Topic Title(s):
Fixed Income Strategies for the Current Economic Environment, Sector Valuations, Portfolio Strategy, Relative Value, Yield Curve Strategy, Total Return Ideas

Brief Topic Description(s):
Fixed income strategies for the current economic environment: There is always some uncertainty in the market. We use a top-down approach to help you invest in the current economic environment.

Sector valuations: We will discuss the various investment grade sectors and where and why certain attractive investments exist.

Portfolio strategy: Strategies to help improve portfolio performance during different economic cycles.

Relative value: We analyze where relative value(s) exist(s) in the market today.

Yield curve strategy: Interest rate cycles can last for years at a time. We help investors position their portfolios as the curve twists and turns.

Total return ideas: We discuss which investment strategies and tactics will help you outperform on a total return basis.

Target Audience:
Economics, Municipalities, Total Return, Banks

Hunter Meisenheimer, CFA^®

Managing Director, Senior Mortgage Analyst
Fixed Income Research

Possible Topic Title(s):
Mortgage Market, Relative Value, Yield Curve Strategy, Portfolio Strategies, Primers on Fixed MBS, ARMs and CMOs

Brief Topic Description(s):
Mortgage Market Issues and Trends: GSE updates, spread, price and prepay risk and trends, current hot topics

Relative Value: Identify quality sectors and bond types for risk/return for current rates, rising/declining rates and curve shifts

Yield Curve Strategy: What factors are driving rates in the current market environment and how to position your portfolio to maximize its potential

Portfolio Strategies: Strategies to help improve portfolio performance, tools and reports to identify reinvestment opportunities, timely market commentary and sector analysis

Primers on Fixed MBS, ARMs and CMOs: Basic discussion for beginning investors

Target Audience:
Municipalities, Banks, Total Return, Credit Unions

Blake Mills

Director
Senior Municipal Strategist
Fixed Income Municipal Credit Group

Possible Topic Title(s):
Community Reinvestment Act (CRA): Investing in Municipals, Municipal Surveillance

Brief Topic Description(s):
Investing in municipal bonds for CRA: General overview of tools, resources and procedures that are commonly used to identify CRA municipal investments

Developing an investment policy for municipal bonds: Guidance into structuring a municipal investment policy that meets regulatory requirements as well as leaves enough flexibly to find value within the market

General credit monitoring procedures for municipal bonds: Guidance into monitoring municipal investments from a credit perspective on both a pre-purchase and post-purchase basis

Fundamental understanding of municipal bonds: Provides a general overview of the municipal bond market

Target Audience:
Banks, Credit Unions, Municipalities

Ted Ruddock

Managing Director, Head of Fixed Income Private Wealth
Fixed Income Solutions

Possible Topic Title(s):
Municipal Bond Fundamentals; Tax-efficient Opportunities for Private Wealth Clients; Relative Value Opportunities Across Fixed Income Products.

Brief Topic Description(s):
Municipal Bond Fundamentals; Munis 101 – learn the basics, and appreciate the risk characteristics of municipal bonds while generating tax-efficient income.

Tax-efficient Opportunities for Private Wealth Clients: learn about municipal bonds for long term buy and hold investors.

Relative Value Opportunities Across Fixed Income Products: gain understanding of how different fixed income products -- Treasuries, CDs, Corporate and Municipal bonds -- can meet a variety of investment objectives in current market environment.

Target Audience:
Financial advisors, clients / prospects

Richard Szalkowski

Managing Director, Senior Muni Credit Analyst
Municipal Credit and Strategy Group

Possible Topic Title(s):
Nonprofit Hospital and Health Systems

Brief Topic Description(s):
Analyzing nonprofit hospital and health system credits. Reviewing credit trends and spreads for nonprofit hospitals and health systems.

Target Audience:
Municipalities, Banks, Total Return