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SMITH's State & Local Government Finance Conference
October 20-21, 2010
The
Standard Club
Chicago, Illinois
State and local governments face huge
challenges because of the economic recession, the housing
crisis, and shrinking tax rolls.
SMITH's
Annual State and Local Government Finance Conference
addresses some of the major issues states and local governments
are facing:
● How are states meeting today’s
challenges?
● Will states and cities be able to
maintain the same level of services going forward given the
fiscal environment and the difficulty or inability to raise
taxes?
● Will municipal governments be able
to survive without a federal bailout?
● With federal government spending
out of control, is there any money left for states and cities?
● Is the previously unthinkable – a
major municipal default – now a possibility? What happens then?
● What are some of the alternatives
to debt states and cities are using to balance their budgets?
● What will future bonding programs
look like?
● How will states and cities finance
their obligations to pension funding and OPEB?
SMITH's Annual State and Local Government Finance Conference
helps participants find and develop actionable solutions to
these challenges. Program faculty and attendees include some of
the nation's top analysts, leading bond buyers and major public
issuers.
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Who Should Attend?
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Chief Investment Officers
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Directors of Taxable & Tax-Exempt
Fixed-Income
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Portfolio Managers
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Credit Analysts at Investment Firms
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Wall Street Analysts
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Rating Agency
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Financial Advisors
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Bond Counsel
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Accounting Firms
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Bond Insurance
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SMITH’s Research & Gradings
SMITH’s Research and Gradings was founded by Terence
Smith in 1992 to provide independent research and third-party
analysis for institutional investors. SMITH’s has become
a bellwether research, often predicting significant trends and
spotlighting controversial subjects sometimes months before they
come to light elsewhere. SMITH's. provides independent
third-party research and analysis for institutional investors.
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Sponsors and
Exhibitors
Gold Corporate Sponsors
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Sponsors & Exhibitors |
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Registration Information
Registration Fees
$650 per person General.
$315 State & Local Governments.
$375 Investors
Registration fee includes course materials, breakfast, lunch,
and breaks during the conference.
Payment by credit card, company check or personal check is
required prior to the conference.
Discounts
Groups of 3 Standard or more receive a reduced rate of $585
per person. Groups of 3 or more State/Local
issuers - $285 per person.
Groups of 3 or more Investors $340 per person.
Cancellations
Cancellations are subject to a $100 service fee. Cancellations
will be accepted up to 30 days prior to the Conference in order
to receive a refund.
Cancellations after the 30 day cut-off will receive a
registration credit toward a future SMITH’s conference program.
Credits will be issued at the original registration rate and
will be valid for 12 months. Registration credit requests must
be received by the last day of the conference.
Substitutions
Substitutions from your company will be accepted any time prior
to the conference.
As a SMITH's Conference attendee, you will receive a
complimentary edition of SMITH's Research &
Gradings — the leading independent source for credit opinions.
Program
Cancellation
In the event that SMITH's Research & Gradings cancels a scheduled
program, all registrants will be notified in writing.
Registration fees will be refunded. In the event that a
conference is cancelled, SMITH's Research & Gradings cannot be
held liable for non-refundable transportation costs. In the case
of inclement weather, or acts of God, if the seminar takes
place, the registration is not refundable.
Complaint
Resolution
Address any complaints to Pamela Kilbourn, SMITH's, 20 Poe
Court, Fairfield, CT 06825
Fax to 203-659-4773; email to pamkilbourn@smithsresearch.net or
phone 203-362-2154. Complaints will be handled in as timely a
manner as possible.
Privacy Policy &
Records Retention
SMITH's values your privacy. SMITH's retains information
submitted during the registration process with regard to your
name, company and contact information. Credit card information
is destroyed once the transaction has been processed. We will
never willfully sell, lease, or rent any of your
personally identifiable information to any third party
As a SMITH's Conference attendee, you will receive a
complimentary edition of SMITH's Research &
Gradings — the leading independent source for credit opinions.
Dress Code
Business Casual.
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Hotel
The Standard Club
320
South Plymouth Court
Chicago, Illinois 60604
Phone:
312-427-9100
http://www.stclub.org
A block of rooms is being held until September
20, 2010 for SMITH’s Research &
Gradings at a rate of $165
per night. Please call Hollis at The Standard Club at
312-408-2819 for reservations and mention SMITH's for the group
rate.
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Nationally recognized as
one of the most prestigious private city clubs in the country,
The Standard Club has been an integral part of Chicago's
business elite and fashionable society since its founding in
1869. The Club is revered as one of Chicago's civic treasures,
an organization whose incomparable prestige and principles have
attracted the city's business, cultural and charitable leaders
for generations. |
Contact Information
Phone:
(203) 362-2149
Fax: (203) 659-4773
Email: smiths@smithsresearch.net
Web: www.smithsresearch.net
Mail: TMS Holdings, Inc.,
20 Poe Court, Fairfield, CT 06825
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Conference Agenda
2010 STATE & LOCAL GOVERNMENT FINANCE CONFERENCE
October 20-21, 2010 |
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Conference Registration |
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Welcome
SMITH’S has been out in
front of state & local financing issues since 1992.
Even as the economy recovers, municipal
governments will face huge challenges for years to come,
including high unemployment, the housing mess, shrinking
tax rolls, and increasing demand for services.
The editor & publisher
of SMITH’S Research & Gradings presents an overview of
the sector.
Terence Smith
Editor & Publisher
SMITH's Research & Gradings
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U.S. Economic Review
A discussion about the
current condition of the U.S. economy and how it will
likely impact state and local government budgets in the
coming year.
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State of the states
Chief financial officers
and government officials provide insight on the
challenges state governments face and how they’re
dealing with them, from day-to-day operations to aging
infrastructure to funding retirement systems.
Will state
governments be able to maintain the same level of
services going forward given the fiscal environment and
the difficulty or inability to raise taxes?
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State of the Cities
Local financial officers
and officials look at how some of the larger national
issues impact city and county governments.
Will
municipal governments be able to survive without a
federal bailout? With federal government spending out
of control, is there any money left to help states and
cities?
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Build america bonds
Issuers and investment bankers discuss what they’re
learned from the first year of this new and
revolutionary program and what they expect going
forward.
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Institutional Investor Panel
Some of the
top buyers of municipal general obligation bonds discuss
their views on the current market and where they’re
putting their money.
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PUBLIC
SECTOR RETIREMENT PROGRAMS
An update on the current
state of public sector retirement programs, including
investments, pension fund values, and mandates.
How will
states and cities finance their obligations to pension
funding and OPEB?
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DEAL OF THE YEAR
SMITH’S Research &
Gradings presents its Deal of the Year award to the most
significant financing in the G.O. sector in the past
year. The issuer, investment banker, financial adviser,
and credit rating agency involved in the deal discuss
the mechanics of the issue.
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LIFETIME ACHIEVEMENT
AWARD
SMITH’S Research &
Gradings presents its first Lifetime Achievement Award
in the general obligation bond category
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