Speakers
Speakers
Explore the experts who shared their perspectives on California’s evolving municipal market.
Viewing Speakers from
Co-Chairs
Steffi Chan
Senior Associate
Orrick
Andy Nakahata
Executive Director
California IBank
Keynote
Malia Cohen
Controller
California
Eleni Kounalakis
Lieutenant Governor
California
Fiona Ma, CPA
California State Treasurer
State Treasurer Office
Speakers
Michael Ballinger
Publisher
The Bond Buyer
Ronald Banaszek
Executive Director
Blaylock Van
Marc Bauer
Partner
Orrick
Esther Berg
Director
Barclays
Robert Berry
Executive Director
CDIAC
Anna Burnatowski
Senior Vice President
U.S. Bank
Adam Christian
Managing Director
Baker Tilly
Alexandra Cimmiyotti
Senior Vice President
Moody's Ratings
Phil Cox
Partner
P2 Public Affairs
Mike Downey
Assistant Deputy Director
California State Water Resources Control Board
Shawn Dralle
Assistant Treasurer & Tax Collector
Los Angeles County
Lori Ann Farrell
Chief Executive Officer
Los Angeles County Affordable Housing Solutions Agency
Samantha Funk
Head of Public Finance
PNC
Lynne Funk
Senior Director, Strategy and Content, Live Media
The Bond Buyer
Joseph Giordano
Managing Director
TD Cowen
Jonathan Guz
Partner
Stradling
Ken Haber
Managing Director, Head of Education & Non-Profit Banking
Flagstar
Robert Hannay
Treasury Manager
East Bay Municipal Utility District
Derek Hansel
Chief Financial Officer
Metropolitan Transportation Commission
Lisa Marie Harris
Director of Finance
San Diego County Water Authority
Ryan Higgins
Vice President of Municipal Finance
Fidelity Capital Markets
Rob Hillman
Managing Director
Siebert Williams Shank
Tony Hughes
Managing Director
Barclays
Nathaniel Johnson
Director, Public Finance Investment Banking
Bank of America
Andrew Kalotay, Ph.D.
President
Kalotay Advisors LLC
Ryan Kaplan
Director
PFM Financial Advisors LLC
Chris Karwick
Chief Operating Officer
Silicon Valley Power
Doug Kilcommons
Managing Director
KBRA
William Kim
Founder & CEO
MuniPro, Inc
Mark Kim
President and Chief Executive Officer
Municipal Securities Rulemaking Board (MSRB)
Hal Kotowsky
Acting Director of Capital Finance
San Francisco International Airport
Robert Larkins
Managing Director
Loop Capital Markets
Vien Le
Managing Director
Oppenheimer & Co.
David Leifer
Senior Managing Director
KNN Public Finance, LLC
Josh Lentz
Senior Vice President
Hilltop Securities
Jeff Lipton
Market Intelligence Analyst
The Bond Buyer
Bree Mawhorter
Chief Financial Officer
SF Municipal Transportation Agency
Alexander Meeks
Director
Milken Institute Finance
Cynthia Mendonza
Chief Deputy Executive Director and Chief Operating Officer
California IBank
Janie Mines
Head of Inclusion & Innovation
Academy Securities
Safdar Mirza
Executive Director
J.P. Morgan Securities LLC
Scott Monroe
Senior Director
Fitch Ratings
Phil Moos
Vice President, Capital Markets
Build America Mutual (BAM)
Chris Mount-Benites
Deputy Superintendent, Business Operations
San Francisco Unified School District
Leigh Nader
Managing Director, Healthcare & Higher Education
Assured Guaranty
Guy Nagahama
Managing Director
Ramirez & Co., Inc.
Giles Nicholson
Senior Managing Director
Siebert Williams Shank
Leslie Norwood
Managing Director
Securities Industry and Financial Markets Association (SIFMA)
William Oh
Vice President
Moody's Ratings
Cameron Parks
Managing Director
Truist Securities
Mookie Patel
Director of Aviation
San Jose Mineta International Airport
Gabe Petek
Legislative Analyst
California Legislative Analyst's Office
Nick Peters
Sr. Product Director – Municipal Bonds
ICE Data Services
Jennifer Poersch
Partner
GuidePost Strategies
Shannon Rinehart
Co-Head of Municipal Investments, Senior Portfolio Manager
Columbia Threadneedle Investments
Joe Rothman
Director of Investment and Capital Structure
John Muir Health
Rudy Salo
Partner
Nixon Peabody
Dave Sanchez
Director, Office of Municipal Securities
U.S. Securities and Exchange Commission (SEC)
Scott Shad
Associate Director, Americas Public Finance
S&P Global Ratings
Dan Silva
CEO & Co-Founder
Adaje
Nathaniel Singer
Senior Director
PFM
Nikolai Sklaroff
Capital Finance Director
San Francisco Public Utilities Commission
Jason Spotts
Security and Emergency Management Program Manager
California State Water Board's Division of Drinking Water
Monika Suarez
Managing Director, Western Region Manager
PNC Bank
Aimee Tabor
Senior Vice President and Geographical Leader
Wilmington Trust
Erwin Tam
Director of Financing
California Housing Finance Agency
Tyler Traudt
Co-Founder, CEO
Monetary
Stephanie Wiggins
CEO
LA County Metropolitan Transit Authority
Simon Wirecki
Managing Director, Head of Western Region for Public Finance
Jefferies
Co-Chairs
Andy Nakahata
Executive Director
California IBank
Jade Turner-Bond
Partner
Orrick
Keynote
Fiona Ma, CPA
California State Treasurer
State Treasurer Office
Speakers
Anton Aboukhalil
Managing Director
Assured Guaranty
Michael Ballinger
Publisher
The Bond Buyer
Marc Bauer
Partner
Orrick
Graham Beck
Partner
Nixon Peabody LLP
Euriah Bennet
Vice President, Municipal Finance
Fidelity
Robert Berry
Executive Director
California Debt and Investment Advisory Commission
John Chino
Senior Vice President
Arthur J. Gallagher & Co.
Helen Cregger
Vice President, Senior Credit Officer
Moody's Ratings
Frank Doyle
Director, Municipal Finance
SMBC
Donald Field
Partner
Orrick Herrington & Sutcliffe LLP
Mike Fine
Chief Executive Officer
Fiscal Crisis & Management Assistance Team (FCMAT)
Dave George
Chief Executive Officer
Schools Excess Liability Fund (SELF)
Jon Guz
Partner
Stradling
Lisa Marie Harris
Director of Finance
San Diego County Water Authority
Doug Kilcommons
Managing Director
KBRA
Henry Levy
Treasurer-Tax Collector
Alameda County
Paige Litten
Director, Public Finance
Assured Guaranty
Katherine S. Newman
UC System Provost and Executive Vice President for Academic Affairs
University of California
Michael Osborn
Vice President, Senior Credit Officer, US Public Finance Group
Moody's Ratings
Oscar Padilla
Director
S&P Global Ratings
Karma Pemba
Managing Director
RBC Capital Markets
Michael Pott
Chief Operating Officer/Chief Legal Counsel
Public Risk Innovation, Solutions, and Management (PRISM)
Dale Scott
Founder
WireSafe
Erwin Tam
Director of Financing
California Housing Finance Agency
Tyler Traudt
Co-Founder, CEO
Monetary
Lori Treviño
Assistant Vice President, Analyst US Public Finance, Local Government
Moody's Ratings
Samantha Weisman
Debt Finance Manager
County of San Diego