Syllabus Dates and times subject to change |
Investing Today for Your Tomorrow with Municipal Bonds Tuesday 4/2/2024 | James Corcoran Senior Vice President Wells Fargo Advisors |
The Issuers Perspective Tuesday 4/9/2024 6:00 PM START TIME | Patrick McCoy Deputy Chief Financial Officer Gateway Development Commission |
Primary Market / Underwriting Tuesday 4/16/2024 | Taylor Ryan Vice President Morgan Stanley & Co, LLC Jason Tejada Executive Director Morgan Stanley & Co. LLC |
An Analyst's Analysis Tuesday 4/23/2024 | Rajiv Vyas Senior Vice President Genter Capital Management |
Secondary Market Trading Thursday 4/30/2024 |
Josh Rosenblum Principal/Head Algorithmic Trading Brownstone Investment Group LLC |
Post Issuance Compliance: Arbitrage, Rebate and Yield Restriction Tuesday 5/7/2024 | Takashi Iwata Managing Director of FAS Hawkins Delafield & Wood LLP |
Municipal Bond Insurance Tuesday 5/14/2024 | Leonard Lasek Director Assured Guaranty Corporation |
Rating Municipal Bonds Tuesday 5/21/2024 | Chloe Pickett Associate Director Healthcare Team S&P Global Ratings Anthony Polanco Associate Director Local Governments Team S&P Global Ratings |
Pricing Municipal Bonds Tuesday 5/28/2024 | Daniela Durao Executive Director JP Morgan |
Panel Discussion A View from the Buy-Side City National Rochdale | Moderator Colleen Meehan Project Manager The Dreyfus Corporation |