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Newport, Rhode Island

Webinar

Smith's Municipal Bond Conference

July
22
23
,
2021
Thursday
July
22
23
Time
9:00 am
Time
9:00 am
 – 
12:00 pm
Venue
Hotel Viking

Smith's  Municipal Bond Conference

Join us LIVE.

With a focus on leading indicators in a post-pandemic world, market participants will discuss their outlook for the municipal bond market in 2021 and beyond. Topics include trends in infrastructure, the state of the states, big cities, public finance volume, direction of ESG investing and more.

To find out how your firm can maximize its presence at Smith's Muni Bond Conference with a Sponsorship Package,

please contact Pamela Kilbourn at (571) 299-4954

Smith's  Municipal Bond Conference

Join us LIVE.

With a focus on leading indicators in a post-pandemic world, market participants will discuss their outlook for the municipal bond market in 2021 and beyond. Topics include trends in infrastructure, the state of the states, big cities, public finance volume, direction of ESG investing and more.

To find out how your firm can maximize its presence at Smith's Muni Bond Conference with a Sponsorship Package,

please contact Pamela Kilbourn at (571) 299-4954

Program at a Glance

Thursday, July 22, 2021

8:30 am

CONFERENCE REGISTRATION

Continental Breakfast

9:00 am

WELCOME

The Honorable Jeanne-Marie Napolitano

Mayor, City of Newport

9:15 am

WHAT JUST HAPPENED AND WHERE ARE WE GOING?

Panelists will discuss the impact of the pandemic on regulatory changes and federal funding of infrastructure

Ian Rogow* - Moderator

Director, Co-Head Municipal Bond Research

BofA Securities

Michael Rowan

Managing Director, Global Public, Project and Infrastructure Finance Group

Moody's Investors Service

Eden Perry

Head of U.S. Public Finance

S&P Global Ratings

Arlene Bohner

Head of U.S. Public Finance

Fitch Ratings

Douglas Kilcommons

Managing Director

Kroll Bond Ratings

10:30 am

COFFEE NETWORKING BREAK

11:00 am

ESG INVESTING

Whether it is referred to as sustainable investing, socially responsible investing, or impact investing, ESG has become more than a niche sector. Investors are committed to sustainability, but questions remain: How to incorporate ESG into muni bond portfolios? Are bonds designated as Green really Green? What parameters should be used when evaluating Green bonds?

Zachary Solomon

Executive Director

Morgan Stanley

Samphas "Sammi" Chhea

Senior Vice President

Jefferies LLC

Leonard Jones

Managing Director

Moody's Investors Service

Chris Fornal*

Managing Director

BlackRock (Invited)

11:30 am

MUNI MARKET STRATGIES

The COVID-19 pandemic has created a Golden Era for Sellside Municipal Strategists. Panelists will provide an outlook on market volume for 2021, new tax policies and how states will spend federal dollars. As the use of Artificial Intelligence becomes more prevalent we will hear about how it gets incorporated into the investment process and what that means for the role of analysts.

Mikhail Foux

Managing Director

Barclays Investment Bank

Tom Kozlik

Head of Municipal Strategy and Credit

HilltopSecurities Inc.

Michael Zezas, CFA

Managing Director

Morgan Stanley

12:00 pm

LUNCHEON

Keynote Speaker:

Maria Lehman, P.E., ENV SP, F.ASCE — U.S. Infrastructure Lead, GHD

President-Elect, American Society of Civil Engineers (ASCE)

1:30 pm

STATE AND LOCAL GOVERNMENTS — HERE'S SOME STIMULUS, NOW WHAT?

Expectations of widespread and long-lasting economic stresses and credit deterioration have not come to be. But just because the economy is forecast to have a historic second half surge and Federal stimulus dollars are flowing; state and local issuers are still facing challenges. How will the federal funds beyond COVID reimbursables be spent? Local businesses have closed and office usage uncertain – how will economic development play a role? Pension and OPEB pressures remain. Join us to hear from a banker, rating analyst and city official outline what to look for in the coming months.

Geoffrey Buswick

Managing Director & Sector Lead

S&P Global Ratings

Bill Fazioli

Director of Planning & Economic Development

City of East Providence, Rhode Island

Kristen Stephens

Managing Director

Head of Credit Strategies

UBS

2:15 pm

MUNICIPALIZATION OF UTILITIES

The energy industry is transforming. Panelists will discuss some of the new approaches to create  a grid that is reliable, affordable, and contributes to slowing climate change.

Dan Aschenbach - Moderator

President

AGVP LLC

The Honorable Henry Beck, Esq.

Maine State Treasurer

Tom Falcone

Chief Executive Officer

Long Island Power Authority (LIPA)

Michael Mace

Managing Director

PFM Financial Advisors LLC

3:00 pm

BUYERS PANEL

Bill Black, CFA

Managing Director, Senior Portfolio Manager

City National Rochdale

Patricia Healy

Senior VP Research & Portfolio Manager

Cumberland Advisors

Additional Panelists to be Announced

4:00 pm

DAY ONE ADJOURNS

5:30 pm

MUNI BONDS ON THE HALF SHELL - COCKTAIL RECEPTION

(Sponsorship Opportunity)

Friday, July 23, 2021

7:30 am

CONFERENCE REGISTRATION

Continental Breakfast

8:30 am

INVESTMENT BANKING PANEL

What are the strategies for a rising rate environment? Taxable versus tax-exempt — does it make a difference? How to leverage Federal funds for infrastructure? Will the recover increase deal flow? Panelists will tackle these topics and more.

Bob Spangler

Managing Director & Head of Municipal Finance

RBC Capital Markets

Randall (Randy) Gerardes

Managing Director, Public Finance Marketing

Assured Guaranty

Additional Panelists to be Announced

9:15 am

THE NEXT PANDEMIC COULD BE ELECTRONIC - CYBER RISKS IN MUNILAND

First, they came for your water (Oldsmar).  Then they came for your energy (Colonial Pipeline).  Then they came for your food (JBS).  Are just standing by and watching or are you preparing?   Issuers throughout public finance are not immune and in many cases as targeted by cyber-criminals. Join us to hear from a former CIA officer about who is attacking and how; a local official who has long been warning about electronic fraud; and a rating analyst trying to gauge credit impacts.  We’ll all attempt to answer, “What can be done?” and “Will this get worse before it gets better?”

Hans Holmer

CISO, Smith Information Services LLC and former CIA Case Officer

Geoffrey Buswick

Managing Director & Sector Lead

S&P Global Ratings

Ernie Almonte

Chief of Staff

Rhode Island Lt. Governor Sabina Matos

10:00 am

COFFEE NETWORKING BREAK

10:30 am

ALTERNATIVE FINANCING APPROACHES FOR TRANSPORTATION INFRASTRUCTURE

Michael Ross (Moderator)

Senior Correspondent

Smith's Research & Gradings

Damian Georgino

Senior Counsel

Norton Rose Fulbright US LLP

Peter Stettler

Municipal Credit Analyst, Director

Piper Sandler

Additional Panelists to be Announced

11:15 am

HEALTHCARE AFTER COVID

Understanding how hospitals coped with COVID-19 and implications for credit analysis.

John Mitchell

Senior Vice President and Municipal Bond Credit Analyst

Bessemer Trust

Sandy Pae Goldstein

Managing Director

Foundation Credit

Additional Panelists to be Announced

12:00 pm

CONFERENCE ADJOURNS

*Pending approval

Registration Fees

$1,250 per person Standard Rate: (Broker/Dealer & Underwriting Firms, Sell-Side Firms, Commercial Banks, Financial Advisors, Attorneys, Credit Enhancers, Corporate Trust, Rating Agencies)

$700 per person Investor Rate: (Mutual Funds, ETFs, Hedge Funds, Asset Managers, Portfolio Managers)

$400 per person Issuer/Governmental Rate

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 event.

Group Discounts

Groups of 3 or more Standard Rate — $1,125 per person.

Groups of 3 or more Investors — $630 per person.

Groups of 3 or more Issuer/Governmental Rate — $360 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 paid 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.

Program Cancellation

In the event that Smith's Research & Gradings cancels a scheduled program, all registrants will be notified in writing via email.

Registration fees will be refunded. In the event that the scheduled program is canceled, 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 scheduled program takes place, the registration fee is not refundable.

Complaint Resolution

Address any complaints to Pamela Kilbourn, Smith's Research & Gradings, P.O. Box 1195, Great Falls, VA 22066; email to pamkilbourn@smithsresearch.net or phone (571) 299-4954. Complaints will be handled in as timely a manner as possible.

Privacy Policy & Records Retention

Smith's Research & Gradings values your privacy. Smith's retains information submitted during the registration process with regard to your name, company and contact information. 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.

Registration

Business Casual

Register by Phone: (571) 299-4954;

Email: smiths@smithsresearch.net ;

Online: Smith's Store

Mail: TMS Holdings, Inc., P.O. Box 1195, Great Falls, VA 22066

Payment

Payment is required prior to the conference.  We accept company or personal checks; MC, Visa, American Express and Discover credit cards or, via PayPal using all major credit or debit cards.

Hotel Viking, One Bellevue Avenue, Newport, RI 02840

Phone: 401-847-3300

https://www.hotelviking.com

The room block at the Viking is sold out. Reservations may be made at the prevailing rate (currently high) by calling reservations at 1-800-556-7126.

An alternate room block has been set up at the Wyndham Newport Hotel,  240 Aquidneck Ave, Middletown, Rhode Island 02842 (2.2 miles from the Viking)

$269 Weds, July 21; $287 Thurs, July 22

Reservations:  Smiths Research & Gradings Room Block   or phone: 401-236-2020                                                            

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Don't miss our Latest publication insights!

Smith's Research & Gradings focuses on the people, sectors and news that matter the most to you. Smith's analysis is an indispensable part of Wall Street and the world's capital markets. Our approach was inspired by the need for a consistent analytical approach across all asset classes. Smith's Gradings are a time-tested, performance proven, and principles-based approach to risk. We go beyond the numbers to connect the dots for the world's decision makers. We can enhance the performance of investments in assets around the globe, while helping to ensure the safety of portfolios here at home.

Subscribe To Download