Thank you to the following sponsors of our 15th annual … · 2019-03-18 · GIOA CONFERENCE AGENDA...

Thank you to the following sponsors of our 15th annual conference!

Diamond Sponsors

Platinum Sponsors

Gold Sponsors

Exhibitor Sponsors

GIOA CONFERENCE AGENDA 2019

Tuesday, March 19, 2019 4pm-6pm Early Registration for Government Attendees - Egyptian Conference AreaWednesday, March 20, 2019 (Government Attendees Only)

8:15 am Registration Begins - Breakfast Provided - Egyptian Conference Area - Exhibit Area Open

Intermediate Session of Pre-Conference Workshop Advanced Session of Pre-Conference Workshop

9:00 am Monetary/Fiscal Policy Fundamentals The Speculation Miscalculation

Greg Balls, CFA FTN Financial Main Street Advisors

Dan Rusk, FTN Financial Main Street Advisors Jason Klinghoffer, CFA Mischler Financial

10:30 am Refreshment Break

Asset Class Strategy Discussions Taking Liquidity Management to the Next Level

10:45 am Money Market Instruments

CP, CDs, MMFs, LGIPs, CD Placement, FICA, Repo

Henley Smith, StoneCastle

11:30 am Callables and Floating Rate Notes

Ellis Phifer, CFA, CMT Raymond James Laura Glenn, CFA St. of Georgia John Donohue, RBC

12:00 pm Lunch Provided - Rice & Company - Sponsored by Wells Fargo Securities

1:30 pm Federal Agencies and Supranationals A Modern Approach to Short-Intermediate Term Investing

Dan Krieter, CFA BMO Capital Markets

2:05 pm Asset-Backed Securities and Corporate Notes

Jim Womack, CFA Atlanta Capital

Chris Daniel, CFA City of Albuquerque

Deanne Woodring, CFA Government Portfolio Advisors

2:45 pm Refreshment Break

3:00 pm From Policy to Practice 3:00 pm Trading and Price Discovery

Garret Sloan, CFA Wells Fargo Securities Hubie White, CFA City and County of San FranciscoGuy Boccasile, City of Ontario Ray Johnson, Bloomberg

3:30 pm Late Cycle Credit Investing

Adnan Virani & Max Anthony, Sterling Capital

4:00 pm Pre-Conference Workshop Concludes 3:00 pm - 4:00 pm Corporate Attendees Early Registration

5:30-6:00 pm Diamond Sponsor Reception (Government Attendees Only--Raffle Drawings) - Luxor North Pool Patio

6:00-8:00 pm Welcome Reception (All Attendees Invited) - Luxor North Pool Patio - Sponsored by RBC Capital Markets

Thursday, March 21, 2019 (All Attendees Invited)

7:45 am Registration Begins (Full Buffet Breakfast) - Egyptian Conference Area

8:30 am GIOA Founder's Welcome 8:40 am Economic and Market Update

Rick Phillips, President & Chief Investment OfficerFTN Financial Main Street Advisors

President's Welcome

Chris Daniel, CFA City of Albuquerque Craig Dismuke, Vining Sparks

Continued of Reverse

This session will review some of the behavioral biases portfolio

managers exhibit when making investment decisions during market

cycles. We will examine the impact of these traits on performance

and show the cost/benefit of employing various strategies.

The Fed has hiked rates ten times, the U.S. and global

economy seems to be slowing, the yield curve has flattened.

We will discuss what the economy and rates may do this

year and beyond.

A government may create better risk-adjusted return outcomes

by strategically investing cash assets using a liquidity/core

bifurcation approach. This session will discuss sector allocations

versus security selection.

With companies issuing investment grade credit at record levels,

this session will discuss the state of the credit markets.

This session will discuss the tools of evaluating offers and

opportunity costs. TRACE, BVAL, ALLQ, IMGR and other functions

as well as G, I, Z spreads will be discussed to assist portfolio

managers with best execution.

This session will discuss monetary and fiscal policy

relationships with your portfolio. We will also cover

creating an Investment Plan, with a thorough discussion of

cash flow modeling and liquidity management.

In order to preserve capital while maximizing return, liquidity

managers contend with many interconnected variables. This

session will provide an in-depth view of the decisions surrounding

portfolio construction, sector allocation, credit analysis, and

operations and risk management.

After discussing the various asset classes and strategies in

prior sessions, participants will group together to

formulate portfolios given various market scenarios with

the direction of the presenter.

Thursday, March 21, 2019 (continued)

9:40 am SOFR, So Good 4:10pm Dealing with ESG (Socially Responsible Investing)

Priya Misra, TD Securities (Moderator) Dave Carr, City of Santa Monica

Anthony Silva, Fannie Mae David Jones, City of Oakland

Kayla Gjata, Freddie Mac

Don Sinclair, World Bank 5:00 pm Thursday Session Concludes

Ed Bridge, FHLB Andrea Ruiz, State of Wisconsin

10:45 am Refreshment Break 5:30-8:00 pm Market Maddness Basketball Party (All Attendees)

11:00 am Seven Habits of Highly Effective Investment Sponsored by Vining Sparks - Velvet Room

Programs Big screen basketball, food, and fun! A great

opportunity to get to know your peers.

Friday, March 22, 2019

(All Attendees Invited)

7:45 am Registration Begins - Full Buffet Breakfast

8:00 am Certified Government Investment Professional

(CGIP) Awards and Informational Update

8:15 am Economic and Market Update

12:00 pm Lunch Provided - Esports Arena

1:15 pm CP/CDs/Corporates: Are Credit Securities

Worth the Risk?

Tom Juarez, City of Los Angeles Vincent Deluard, INTL FCStone Financial

RC Kinzly, County of San Diego 9:10 am The Bank's View: Considerations for Your Cash

2:10 pm Callables/Structured Notes: Behind the Curtain

Discussion with a Trading Desk

George Barbar, Mesirow Financial Michael Brady, Citibank

3:00 pm Refreshment Break

3:15 pm Mixed Messages in Money Markets 10:00 am How I Learned to Stop Worrying and Love Losses

Ben Finkelstein, CFA Cantor Fitzgerald

Margaret Kerins, CFA BMO Capital Markets

11:00 am Conference Concludes

GIOA Officers/Board Members: Chris Daniel, President (City of Albuquerque), Nicole Muegge, Vice-President (Thurston Co)

Laura Glenn, Treasurer (St. of Georgia), Hubie White, Secretary (City/Co San Francisco), Shawn Nydegger, Past President (St. of Idaho)

Rick Phillips, Co-Founder (FTN Main Street Advisors), Tonya Dazzio, Co-Founder (FTN Main Street Advisors), Jen Felger, Executive Director

Ever wonder how the Federal Agencies decide

what maturity, call structure, and step

coupons they issue? This session will provide

insight on issuance as well as analysis to see if

callables are a fit for your portfolio.

Seismic shifts in the money market space,

including heavy Treasury bill supply, corporate

repatriation, and the Fed's monetary policy

are changing the landscape of the front of the

yield curve. This session will explore these

topics and the implications for fixed income

market investors.

Many cities, counties, states, etc. have

incorporated Socially Responsible Investment

guidelines. The speakers will discuss the politics

and challenges associated with ESG.

From Savings Glut to a Savings Squeeze: A

Demographic Case for Higher Rates

A supply and demand model for interest rates,

the great savings glut of 1998, the great savings

squeeze of 2018, why foreigners will not bail out

the Treasury's increased issuance (OPEC, Russia,

and China), and why aging demographics will

lead to higher rates.

This session will focus on a bank's perspective

regarding a government's cash deposits, and

considerations that are important for financial

institutions in offering different liquidity

products. The session will also discuss the scary

thought of possible future U.S. negative interest

rates and their potential effects on deposits.

No topic seems to tongue-tie a public fund

portfolio manager faster than having to explain,

defend or rationalize why a portfolio reported a

loss. This session will coach participants in how

to defang the various criticisms that surround

portfolio mark-to-market.

This session will discuss the transition from

LIBOR to the Secured Overnight Financing Rate

and its implications and opportunities for

governmental investors.

Rick Phillips, FTN Main Street Advisors

Credit securities provide additional yield as

compared to government bonds. This session

will provide analysis to help you decide if they

are right for your portfolio and in what

allocations.

Kevin Webb, CFA Piper Jaffray

What makes a great governmental investment

program? Why is Main Street different than Wall

Street? This session will discuss the importance of

having a repeatable process of best practices for

your entity's treasury operations to ensure you are

meeting your primary objectives of safety, liquidity,

and income.

State First Name Last Name Title EntityAlaska Carmen Randle CFO AMLIP & City of FairbanksAlaska Jay Sweeney Chief Finance and Administrative Officer City and Borough of SitkaAlaska Brandi Harbaugh Finance Director Kenai Peninsula BoroughArizona Marleita Begay Treasurer Apache CountyArizona Dawn Yarosh Chief Deputy Treasurer Apache CountyArizona Candice Davis Accountant Apache County TreasurerArizona Catherine Traywick Treasurer Cochise CountyArizona Jack Fitchett Administrative Operations Manager Coconino County TreasurerArizona Luke Mournian Senior Management Analyst Mohave County TreasurerArizona Randy VanderPlaats Chief Deputy Treasurer Mohave County TreasurerArizona Pat Beckwith Chief Deputy Treasurer Pinal County TreasurerArizona Dale Politi Assistant Treasurer Salt River ProjectArizona Raymond Sawyer Treasury Analyst Salt River ProjectArizona Steve Kelly Assistant Director of Investments University of ArizonaArizona Duc Ma Assistant Vice President University of ArizonaArizona Stan Park Investment Analyst University of ArizonaArizona Mark Swingle Investment Analyst University of ArizonaCalifornia Hank Levy Treasurer-Tax Collector Alameda CountyCalifornia Pauline Marx Special Advisor to the Treasurer Alameda CountyCalifornia Vishal Thacker Chief Investment Officer Alameda CountyCalifornia Brian Mayhew Chief Financial Officer Bay Area Toll AuthorityCalifornia Susan Woo Director Treasury/Revenue Operations Bay Area Toll AuthorityCalifornia Troy Kidd Treasurer-Tax Collector Butte CountyCalifornia Tara Dunn Research Analyst California Debt and Investment Advisory CommissionCalifornia Angelica Hernandez Manager, Policy Research Unit California Debt and Investment Advisory CommissionCalifornia Laura Labanieh Administrator CalTRUSTCalifornia Jose Cisneros San Francisco Treasurer City and County of San FranciscoCalifornia Ichieh Dion Senior Administrative Analyst City and County of San FranciscoCalifornia Tajel Shah Chief Assistant Treasurer City and County of San FranciscoCalifornia Robert Shaw Chief Investment Officer City and County of San FranciscoCalifornia Hubert R. White III Investment Officer/Assistant Portfolio Manager City and County of San FranciscoCalifornia Henry Oyekanmi Director City of BerkeleyCalifornia Rosario Riche Treasury Manager City of BerkeleyCalifornia Debbie Kukta City Treasurer City of BurbankCalifornia Wendy Norman Treasury Technician City of BurbankCalifornia Douglas Sanders City Treasurer City of ComptonCalifornia Brenda Cooley Olwin Finance Director Treasurer City of East Palo AltoCalifornia Crista Binder City Treasurer City of El SegundoCalifornia Dino Marsocci Deputy City Treasurer II City of El SegundoCalifornia Rafi Manoukian City Treasurer City of GlendaleCalifornia Guia Murray Assistant City Treasurer City of GlendaleCalifornia Karen Nowicki City Treasurer City of Hermosa BeachCalifornia Alisa Backstrom Elected City Treasurer City of Huntington BeachCalifornia Colin Stevens Treasury Analyst City of Huntington BeachCalifornia Wanda Brown City Treasurer City of InglewoodCalifornia Peggy Velasquez Deputy City Treasurer City of InglewoodCalifornia Laura Parisi City Treasurer City of Laguna BeachCalifornia Cassandra Tan Assistant City Treasurer City of Long BeachCalifornia Tom Juarez Chief Investment Officer City of Los AngelesCalifornia Veronica Barnett Treasury Accountant II City of Los Angeles California Sheila Harding Deputy City Treasurer City of LynwoodCalifornia David Jones Treasury Administrator City of OaklandCalifornia Madhukar Kumar Investment Officer City of OaklandCalifornia Guy Boccasile Chief Investment/Bond Officer City of OntarioCalifornia Bob Chandler Management Services Director City of OntarioCalifornia Thomas Metz Deputy City Treasurer City of Palm DesertCalifornia Vic Erganian Treasurer City of PasadenaCalifornia Mike Compton City Treasurer City of Paso RoblesCalifornia John Furtado Senior Accountant City of PleasantonCalifornia Charly Yang Financial Services Manager City of PleasantonCalifornia Steven Diels Treasurer City of Redondo BeachCalifornia Nilesh Mehta Chief Deputy City Treasurer City of Redondo BeachCalifornia Edward Enriquez Chief Financial Officer/Treasurer City of Riverside California Qianyu Sun Principal Investment Officer City of San JoseCalifornia Dave Carr Assistant City Treasurer City of Santa MonicaCalifornia Belinda Zhu Assistant County Treasurer Contra Costa County TreasurerCalifornia Karoll Diaz Accountant County of FresnoCalifornia Frank Gomez Accounting & Financial Division Chief County Of Fresno

2019 Government Attendees

State First Name Last Name Title Entity2019 Government Attendees

California Tracy Kennedy Treasurer-Tax Collector County of MaderaCalifornia Gerald Frank Assistant Finance Director County of MonoCalifornia Bret Prebula Assistant Treasurer-Tax Collector County of NapaCalifornia Lisa Soder Asst. Treasurer-Tax Collector County of NapaCalifornia Dave Matuskey Investment Officer County of SacramentoCalifornia Kevin Foley Investment Officer County of San DiegoCalifornia RC Kinzly Investment Officer County of San DiegoCalifornia Dan Chandler Investment Officer County of Santa BarbaraCalifornia Harry Hagen Treasurer-Tax Collector-Public Administrator County of Santa BarbaraCalifornia LeAnne Hagerty Treasury Finance Chief County of Santa BarbaraCalifornia Kim Tesoro Assistant Treasurer-Tax Collector County of Santa BarbaraCalifornia David Zweig Investment Officer County of Santa CruzCalifornia Steven Harrah Treasurer and Tax Collector County of SutterCalifornia Frank Vigario Chief Accountant - Treasury County of TulareCalifornia Sue Horgan Assistant Treasurer/Tax Collector County of VenturaCalifornia Kevin Loewen General Manager El Dorado Hills Community Service DistrictCalifornia Amy Christensen Senior Treasury Assistant Humboldt CountyCalifornia Jennifer Davis Treasury Analyst Irvine Ranch Water DistrictCalifornia Bret Black Principal Treasury Investment Officer Kern County TreasurerCalifornia Anthony Loza Treasury Manager Kings CountyCalifornia Matthew Curtis Investment Manager LADWPCalifornia Mario Ignacio Assistant Chief Financial Officer LADWPCalifornia Jessica Brown Finance Officer Lake Arrowhead Community Services DistrictCalifornia Nancy Cardenas Treasurer/Tax Collector Lassen CountyCalifornia Laura Dennis Assistant Treasurer/Tax Collector Lassen CountyCalifornia Karen Adams Treasurer Tax Collector Merced County California Isela Licea Assistant Investment Manager Riverside County Treasurer-Tax CollectorCalifornia Rouz Nouredini Sr. Financial Analyst Sacramento Municipal Utility DistrictCalifornia Katherine Casey Treasury Office Manager San Benito CountyCalifornia Melinda Casillas Treasurer/Tax Collector/Public Administrator San Benito CountyCalifornia Parth Bhatt Investment Officer San Bernardino County California Damani Brown Investment Analyst San Bernardino County California John Johnson Chief Deputy Treasurer San Bernardino County California Tiffany Htwe Financial Service Manager II San Mateo CountyCalifornia Steven Hale Securities Analyst Santa Clara CountyCalifornia Brian Muir Auditor-Controller Shasta CountyCalifornia Jonathan Kadlec Assistant Auditor-Controller-Treasurer Sonoma CountyCalifornia Jeffrey Wurm Assistant Director State Treasurer's OfficeColorado Michael Wallace Deputy Treasurer Arapahoe CountyColorado Michelle Clare Accounting Manager Arapahoe County Colorado Sue Sandstrom Treasurer Arapahoe County Colorado Jan Walker District Manager Bear Creek Water and Sanitation DistrictColorado Michael Shannon Manager, Debt, Investments & Treasury City of AuroraColorado Jay Valentine Director of General Services City of Grand JunctionColorado Tim Kauffman Management Advisor CSAFEColorado Matt Watford Treasurer Denver Health and Hospital AuthorityColorado Thomas Moore Finance Analyst Denver WaterColorado David Gill Treasurer Douglas County TreasurerColorado Pat Neef Investment Administrator Douglas County TreasurerFlorida Dawn Richards VP, CFO Health Care District of Palm Beach CountyGeorgia Amy Davis Finance Director Chatham CountyGeorgia Scott Fairclough Treasurer City of AtlantaGeorgia Kevin Hurley Sr. Director Treasury MARTAGeorgia Laura Glenn Portfolio Manager State of GeorgiaHawaii Jack Kulp Treasurer County of MauiHawaii Judy Dang Funds Custody Manager State of HawaiiIdaho Ben M. Chilanga Financial Analyst Ada County TreasurerIdaho Tim Cline Finance Manager Ada County TreasurerIdaho Jason Faulkner Finance Director City of Post FallsIdaho Shawn Nydegger Investment Officer Idaho State TreasurerIdaho Paul Stewart Investment Officer Idaho State TreasurerIllinois Mary Christine Jackman Assistant Treasurer / DCIO Chicago Treasurer's OfficeIllinois Mark Myslinski Portfolio Manager City of ChicagoIllinois Joe Aguilar Director of Investment Analysis And Due Diligence Office of the Illinois State TreasurerIllinois Rodrigo Garcia Deputy Treasurer & Chief Investment Officer Office of the Illinois State TreasurerIllinois Angel Herrera Director of Portfolio and Risk Analytics Office of the Illinois State TreasurerIllinois Jacob Stuckey Deputy Director of State Investments and Banking Office of the Illinois State TreasurerIndiana Michael Frick Chief Deputy Treasurer Indiana State Treasurer


Indiana Duane Jasheway Assistant Portfolio Manager Indiana State TreasurerIndiana Rodney Shine Deputy Treasurer - CFO Marion County TreasurerMaryland Andy Marschhauser Investment Portfolio Manager Montgomery CountyMassachusetts Kenneth Ciriello Treasury & Capital Funding Manager Massachusetts Port AuthorityMichigan Rhonda McKay Cash Forecasting & Investing Supervisor City of DetroitMichigan Connie Slack Treasury Manager Wayne County Airport AuthorityMinnesota Rose Ackerman Office Support Specialist City of BloomingtonMinnesota Jan Almquist Cash Management Accountant City of BloomingtonMinnesota Ray Waaraniemi Investment Compliance Administrator City of MinneapolisMinnesota Fran Windschitl Interim Investment Officer Rice CountyMinnesota Steven Kuettel Portfolio Manager State of MinnesotaMinnesota Robert Hiivala Auditor/Treasurer Wright CountyMissouri Tom Darrough Treasurer Boone CountyMissouri Matthew Lue Director of Finance City of WarrensburgMissouri Bruce Ring Director of Investments Missouri State TreasurerMissouri Andrew Durket Treasurer St. Louis CountyMontana Julie Hawes City Treasurer City of KalispellNevada Linda Rothery Clerk/Treasurer Churchill County TreasurerNevada Maria Gamboa Accounting Manager City of HendersonNevada Cory DeMille Sr. Financial Analyst City of Las VegasNevada Jennifer Grover Financial Analyst City of North Las VegasNevada Ken Diaz Assistant County Treasurer Clark CountyNevada Laura Fitzpatrick County Treasurer Clark CountyNevada Janz Pena Coordinator III, Cash and Investment Manager Clark County School DistrictNevada Brett Borek Utility Finance Manager Clark County Water Reclamation DistrictNevada Maggie Chan Departmental Fiscal Services Administrator Clark County Water Reclamation DistrictNevada Hailey Gwak Principal Accountant Clark County Water Reclamation DistrictNevada Susan Heltsley Assistant General Manager, Finance Clark County Water Reclamation DistrictNevada Michael Malinowski Financial Analyst II Clark County Water Reclamation DistrictNevada Susan Paprocki Comptroller Elko Convention & Visitors AuthorityNevada Cheryl Paul Treasurer Elko CountyNevada Pernecia Johnson Deputy Treasurer Eureka CountyNevada Kevin Bethel Chief Financial Officer Las Vegas Valley Water DistrictNevada Shawn Frehner Treasurer Lincoln CountyNevada Kimberly Shafer Deputy Treasurer - Investments Nevada State Treasurer Nevada Osvaldo Hernandez Senior Accountant Southern Nevada Water AuthorityNevada Richard Snelding Controller Southern Nevada Water AuthorityNevada Nathan Palani CAFR Accountant I State of NevadaNevada Lisa Broussard CAFR Accountant I State of Nevada Controller's OfficeNevada Tammi Davis Washoe County Treasurer Washoe County TreasurerNevada Catherine Bakaric Treasurer White Pine CountyNew Mexico Kenneth Scott Deputy Treasurer Bernalillo County New Mexico Ryan Travelstead Principal Accountant Bernalillo County New Mexico Sanjay Bhakta Chief Financial Officer City of AlbuquerqueNew Mexico Christopher Daniel CIO City of AlbuquerqueNew Mexico Jessica Ortiz Administrative Services Director City of EspanolaNew Mexico Patricia Holland Chief Financial Officer City of GallupNew Mexico Florence Butler Secretary Department of the InteriorNew Mexico Pamela Jurgensen Director of Investments Department of the InteriorNew Mexico Vikki Hanges Chief Investment Officer NM State Treasurer's OfficeNew Mexico Laura M. Montoya Treasurer Sandoval County TreasurerNew Mexico Katherine Miller County Manager Santa Fe CountyNew Mexico Theresa Romero Operations Manager Santa Fe CountyNew Mexico Patrick J. Varela SF County Treasurer Santa Fe CountyNew Mexico Jennifer J. Manzanares Chief Deputy Treasurer Santa Fe County TreasurerNorth Carolina Rodney Miller Assistant City Manager/ CFO City of HickoryOhio Rebecca Ruffing Assistant Investment & Cash Management Officer Cuyahoga County TreasurerOhio Teresa Black Sr. Investment Analyst OPERSOklahoma Lisa Murray Chief Investment Officer Oklahoma State TreasurerOklahoma Jason Carini County Treasurer Rogers CountyOregon Laurie Steele Treasurer Marion CountySouth Carolina Mike Addy Senior Investment Officer South Carolina Retirement System Investment CommissionSouth Carolina Nicole Waites Investment Officer South Carolina Retirement System Investment CommissionTennessee Michael Snyder Sr. Analyst Tennessee Valley AuthorityTexas Thomas Roberts Portfolio Manager Employees Retirement SystemTexas Crystal Cooper Assistant County Treasurer Galveston CountyTexas Reagan Grimes Investment Manager Travis CountyUtah Debra Glenn Controller/Assistant Vice President Salt Lake Community College


Utah Travis Kartchner Treasurer/Associate Controller Salt Lake Community CollegeUtah Allen Rollo Investment Officer State of UtahUtah Mel Smith Director, Banking & Operational Investments University of UtahVirginia Joe Bergeron Investment Officer Virginia Resources AuthorityVirginia Edward Riley Investment Analyst Virginia Retirement SystemWashington Andrew Hicks Chief Deputy Treasurer Benton County TreasurerWashington Jessica Robinson Investment Officer Benton County TreasurerWashington Debbie Litchfield Treasurer Chelan County Public Utility DistrictWashington Zemed Yitref Investment & Debt Manager City of BellevueWashington Kelley Wood Fiscal Services Manager City of RedmondWashington Teresa Sedmak City Treasurer City of TacomaWashington Rachel Wilson Investment Officer Clark County WashingtonWashington Stuart Burke Accountant Franklin County TreasurerWashington Josie Koelzer Treasurer Franklin County TreasurerWashington Russ Stetskiy Chief Deputy Franklin County TreasurerWashington Meredith Green Treasurer Kitsap CountyWashington Rodney Reynolds Chief Deputy Treasurer Lewis CountyWashington Diane Campbell Treasury Manager Port of SeattleWashington Josh Adams Sr. Financial Analyst and Deputy Treasurer Port of TacomaWashington Arif Kanji Investment Officer Snohomish CountyWashington Michael Baumgartner Treasurer Spokane CountyWashington John Christina Finance Deputy Spokane County TreasurerWashington Jeff Gadman Treasurer Thurston County TreasurerWashington Nicole Muegge Investment & Banking Officer Thurston County TreasurerWashington Lisa Stober Chief Deputy Treasurer Walla Walla CountyWashington Amanda Hutson Portfolio Manager Washington State TreasurerWashington Shawn Reed Portfolio Manager Washington State TreasurerWashington James Rosenkoetter Senior Portfolio Manager Washington State TreasurerWashington Karen Thomas Chief Deputy Treasurer Whatcom County, WAWest Virginia Karl Shanholtzer Chief Financial Officer WV Board of Treasury InvestmentsWest Virginia Steve Smith Internal Auditor WV Board of Treasury InvestmentsWisconsin David Gawenda City Treasurer City of MadisonWisconsin David Schmiedicke Finance Director City of MadisonWisconsin Andrea Ruiz Portfolio Manager - Fixed Income State of Wisconsin Investment Board

First Name Last Name Title EntityMatt McQuillen Co-Head of Short Term Liquidity Academy SecuritiesMiguel Sanchez Analyst, Short Term Liquidity Academy SecuritiesZachary Green Global Head, Liquidity Sales AllianceBernsteinJean Bart Director Amherst PierpontBeau Brudzinski Director Amherst PierpontDavid Bowe Managing Director Amherst PierportAndrew Centauro PM Amundi Pioneer Ana Kotamraju Principal Treasury Specialist Asian Development BankPierre Van Peteghem Treasurer Asian Development BankEvan Gerhard President ASL Capital Markets IncMichael Weir Managing Director Sales/Trading ASL Capital Markets IncJim Womack Managing Director, Principal Atlanta CapitalMichael Spatacco Director of Cash Management Bancroft Capital, LLCEwa Urban Director-Agency and SSA Trader Bank of America Merrill LynchPeter Bjursten Director Barclays CapitalWes Barton SVP - Relationship Manager BBVA CompassJames Manning Senior Vice President - Government & Institutional Banking BBVA CompassTony Becraft Co-CEO & CCO Bethesda Securities, LLCNancy Keener Director BlackRockCharlie Praska Vice President BlackRockRaymond Johnson Fixed Income Specialist BloombergChris Whiting Sales BloombergCourtney Gulan US High Grade Syndicate & Origination BMO Capital MarketsSean Hayes Head of US High Grade Syndicate BMO Capital MarketsMargaret Kerins MD Head Global FICC Macro Strategy BMO Capital MarketsDaniel Krieter Director BMO Capital MarketsBill Pilsbury FICC Institutional Sales BMO Capital Markets Mark Mitrovich Director BMO Harris BankMatthew Pelletier Marketer - Wholesale Dealing BNP ParibasChristopher Jacobs Director BNY MellonTerry Salzer VP BNY MellonPatrick Smith Vice President BOK Financial SecuritiesRyan Weller VP BOK Financial SecuritiesMattheq Lynch Institutional Sales Brean CapitalJoey Speyrer TFI Trader Brean CapitalTim Coffin Senior Vice President Breckinridge Capital AdvisorsKatelyn Coburn Account Executive Broadridge Investment AccountingJoe Cole Senior Director of Account Management Broadridge Investment AccountingRobert Aguilar Chief Operating Officer Cabrera Capital MarketsFilma Gebrezgher Investment Banking Associate Cabrera Capital MarketsSteven Goff Taxable Fixed Income Cabrera Capital MarketsJeremy Giderof Fixed Income Trader Cabrera Capital, LLCBen Finkelstein Managing Director Cantor Fitzgerald & Co.James Shamoun Vice President Cantor Fitzgerald & Co.Itai Benosh Managing Director, Agency & Supra Capital Markets CastleOak SecuritiesMatthew Middendorf Managing Director CastleOak SecuritiesDave Sloop Managing Director, Fixed Income Sales CastleOak SecuritiesJason Battle VP, Financing Sales CF SecuredMichael Ellsworth MD, Head of FI Financing CF SecuredLou Bonnet Head US Money Markets CIBCPeter Canelli Managing Director CIBCGuillaume de Dalmas Managing Director & Vice-Chair CIBCPriya Radha Executive Director, Corporate Solutions CIBCJoseph Notaro Director- Fixed Income Sales CIBC World Markets CorpMichael Novack Executive Director - Head of US Treasury Trading CIBC World Markets CorpMichael Brady Director-Liquidity Management CitiThad Garrison Director CitiJennifer Tanseco Vice President CitiAndy Taylor Director Citi

2019 Corporate Attendees

First Name Last Name Title Entity2019 Corporate Attendees

Jerry Ching Director CitigroupJason Pizer Managing Director CitigroupEric Dzwilewski Business Development Clearwater AnalyticsBrandon Pelfrey Business Development Clearwater AnalyticsGreg Whipple Enterprise Sales Clearwater AnalyticsBruce Deane Managing Director Credit Agricole CIBTimothy Blind Managing Director Credit Industriel et CommercialJohn Maley VP Institutional Sales DA Davidson & CoMarcus Nield SVP, Institutional Sales DA Davidson & CoJim Rice Head of Taxable Fixed Income Trading DA Davidson & CoAndy Tamayo Director - Fixed Income Sales Daiwa Capital Markets AmericaRob Warnock Director Daiwa Capital Markets AmericaThomas Moore Executive Director Daiwa Capital Markets America Chris Fitzpatrick Director Deutsche BankPaul Miller Institutional Sales Deutsche BankNeal Ganatra Director Deutsche Bank LondonJessica Gunsch VP, Funding and Investor Relations Dexia Credit Local, NY BranchJesse Jefferson Sr. Vice President Drexel HamiltonCarlton Young Director of Operations Emphasys - SymProAlon Gilat Vice President Western US FactSetJanet Post VP, Sales Manager FactSetMatthew Ross Portfolio Analytics Specialist FactSetCourtney Fratzke Senior Trader Fannie MaeHelen McNally Senior Marketing Strategist Fannie MaeAnthony Silva Director Fannie MaeRobert Owens Fixed Income Strategy Director Farmer MacSusan Bilotta Vice President - Finance Federal Farm Credit Banks Funding CorporationRegina M Gill Senior Vice President - Investor Relations Federal Farm Credit Banks Funding CorporationMichael Blinn Capital Markets Associate Federal Home Loan Bank - Office of FinanceAdam Segal Portfolio Manager Federal Home Loan Bank of ChicagoLouis Solimine Treasurer Federal Home Loan Bank of New YorkAash Khatri Senior Portfolio Manager Federal Home Loan Bank of SFJonathan Lipinski Vice President, Liquidity Management Division Federated InvestorsEd Bridge Director of Funding FHLB Office of FinanceDenise de Bombelles SVP, Global Investor Relations FHLB Office of FinanceKyle Lynch Strategist FHLB Office of FinanceVioleta Tkachuk Funding Desk FHLB Office of FinanceDebbie Young Senior Capital Markets Trader FHLBank AtlantaPeter Zielinski Senior Vice President Fidelity Institutional Asset ManagementMiles Painter Director ALM First Abu Dhabi Bank USA N.V.Zachary Allen VP of Investments First Financial Equity CorpThomas Dunn Senior Vice President - Investments First Financial Equity CorpRosa Halelooyan V.P. Investment Solutions and Services FISKaren Tanaka Sr Account Relationship Manager FIS APS 2Constantine Schidlovsky Associate Director Fitch RatingsLeslie Morales Director of Development Fixed Income AcademyKayla Gjata Sr. Director-Funding and Liquidity Freddie MacBen Blackmon Senior VP FTN FinancialMatthew Doran SVP - Institutional Fixed Income Sales FTN FinancialJeff Horn Sr. Vice President FTN FinancialTaylor Howell VP Sales FTN FinancialDavid Lowe SVP FTN FinancialHeather MacGregor Vice President FTN FinancialGreg Balls Portfolio Manager & Analyst FTN Main Street AdvisorsRick Phillips President FTN Main Street AdvisorsRuth Phillips Administrative Services Manager FTN Main Street AdvisorsDaniel Rusk Portfolio Manager & Analyst FTN Main Street AdvisorsTonya Dazzio Chief Operating & Compliance Officer FTN Main Street Advisors Christine Wilson Operations Analyst FTN Main Street Advisors


Yvette Duenas Investment Analyst Garcia Hamilton & AssociatesTodd Evans Vice President Goldman Sachs & Co.Mike Clark Senior Portfolio Advisor Government Portfolio AdvisorsSusan Munson Managing Director/Senior Portfolio Advisor Government Portfolio AdvisorsDeanne Woodring President/Senior Portfolio Advisor Government Portfolio AdvisorsLeah Belfiore Institutional Account Representative Great Pacific SecuritiesPeter Li Institutional Sales Great Pacific SecuritiesBrian Merhar Institutional Fixed Income Great Pacific SecuritiesKris Mills Institutional Account Representative Great Pacific SecuritiesScott Stelmach Managing Director Guggenheim PartnersLeslie Hillsamer Senior Associate Guggenheim SecuritiesLiz Rotem Managing Director Guggenheim SecuritiesDave Peacock Vice President - Fixed Income Sales Hilltop Securities Inc.John Calcagni Fixed Income Sales ICBC Financial Services LLCClaude Seide Executive Director IncapitalChad Nicholson Managing Director Incapital Laura Fan Head of Funding Inter-American Development BankTom Ceusters Director, Treasury Market Operations International Finance CorporationUmpai Israngkura Na Ayudhya Financial Officer, Treasury Market Operations International Finance CorporationZauresh Kezheneva Associate Financial Officer, Treasury Market Operations International Finance CorporationVincent Deluard Global Macro Strategist INTL FCStoneSam Butine Director INTL FCStone Paul Le Director - Institutional Fixed Income Trading INTL FCStone Andy Davidoff SVP-Rates Sales Jefferies LLCDaniel Kim Trading Jefferies LLCScott Lewis SVP - Rates Sales Jefferies LLCTom Simons Money Market Economist Jefferies LLCJustin Hoogendoorn MD/Head of Strategy and Analytics Jon HighumLindsay Sovde Executive Director, Government Banking JP MorganGeorge Bordokas Executive Director JP Morgan James McKeon Director Kamakura CorporationJames Alexander Director KeyBanc Capital MarketsJim Boyle Director - Fixed Income KeyBanc Capital MarketsBill Chambers Director KeyBanc Capital MarketsKenneth Kauftheil Director Fixed Income Sales KeyBanc Capital MarketsJoseph Farris Vice President, Government Banking KeyBankCary Cicurel Managing Director - Fixed Income Loop Capital MarketsJulie Karr Partner Loop Capital MarketsEileen Piechocki Partner Loop Capital MarketsPaul Toner Sales MarketaxessEric Trenaman Dealer Sales MarketAxessJason Click President Meeder Investment ManagementJason Headings Sr. Vice President Meeder Investment ManagementJason Szabo Assistant Portfolio Manager Meeder Investment ManagementGeorge Barbar Senior Managing Director Mesirow FinancialDanny Clanton Vice President-Institutional Sales and Trading Mesirow FinancialJoe Riley Senior Managing Director Mesirow FinancialMike Willis Managing Director Mesirow FinancialJason Klinghoffer,CFA Director, Debt Capital Markets Mischler Financial GroupSteven Muchnikoff Managing Director Mischler Financial GroupSean Smith Executive Director Mizuho Americas USAMichael Stackpole GSE Trading and Underwriting Mizuho Americas USABenjamin Sehy Portfolio Manager Moreton Asset ManagementJason Williams Managing Partner Moreton Asset ManagementGlenn Scott SVP/ Portfolio Manager / Corporate Cash Investment Director Morgan StanleyKevin Waldeck Executive Director Morgan Stanley Investment ManagementAndrew Witt Executive Director Morgan Stanley Investment ManagementJonathan Rosenberg Vice President, Global Custody Services MUFG Union BankDoug Gasher Vice President Multi-Bank Securities, Inc.


Damien Grant Vice President Multi-Bank Securities, Inc.Romain Gavaud Director, Money Market Trader Natixis NADavid Kuncio MD, IRD, FX & Treasury Sales Natixis, N.A.Matt McGinnis Portfolio Manager Neuberger BermanMichael Hastings Executive Director - Front End Trading Nomura SecuritiesErich Hamel Managing Director Nomura Securities InternationalClaire Steinglass Executive Director Nomura Securities InternationalDina Noelle Investor Relations Northcross CapitalJason Van Praagh Partner Northcross CapitalIzac Chyou Senior Managing Consultant PFMChristopher Presley Senior Managing Consultant PFMLuke Schneider Director PFM Asset Management LLCJane Fielding Fixed Income Sales Piper Jaffray & CoAnthony Gatto Principal Piper Jaffray & CoJon Highum Sales Manager Piper Jaffray & CoShawn Johnsen Vice President Piper Jaffray & CoJeffrey Legge Managing Director Piper Jaffray & CoLisa Pentz Principal Piper Jaffray & CoStefanie Roberts Assistant Vice President Piper Jaffray & CoAmber Schwartz Principal, Fixed Income Sales Piper Jaffray & CoVictor Ume-Ukeje Sales Piper Jaffray & CoPat Harris Vice President PMA Financial NetworkDan Klus Senior Vice President PMA Financial NetworkMark Ruis Senior Sales Executive Point and PaySteve Johnson Regional Director of Marketing Public Trust Advisors, LLCRandy Palomba Managing Director Public Trust Advisors, LLCMatt Starr Director, Client Relations Public Trust Advisors, LLCKathryn Perry Senior Vice President Raymond JamesEllis Phifer FI Strategist Raymond JamesRosa Schulte Senior Vice President Raymond JamesMark Hernandez Money Markets Origination RBC Capital MarketsEric Ajlouny Vice President RBC Capital Markets David Attanasio Managing Director RBC Global Asset ManagementAmy Carlson Institutional Portfolio Manager RBC Global Asset ManagementAmanda Colon Associate RBC Global Asset ManagementJohn Donohue Managing Director - Head of Liquidity Management RBC Global Asset ManagementLaurie Mount Analyst RBC Global Asset Management Ryan Nelson Co-Founder and Portfolio Manager RedTree Investment GroupAnthony Ivancich Relationship Manager S&P Global RatingsRyan Greenawalt Managing Director Samuel A. Ramirez & Co., IncJustin Kelly Senior Vice President Samuel A. Ramirez & Co., Inc.Dean Christiansen New Business Development South Street Securities LLCAlex Frisch SVP - Repo Sales South Street Securities LLCStephanie Pucci Managing Director South Street Securities LLCJose Vega Cheif Investment Officer South Street Securities LLCPat Donohue Vice President State Street Bank and Trust CompanyMark Kelly Vice President State Street Fund ConnectAlli Morse Vice President State Street Global AdvisorsRiley Jones Senior Vice President Stephens Inc.Max Anthony Head of Institutional Strategy & Client Servicing Sterling Capital Management LLCAdnan Virani Senior Institutional Strategist Sterling Capital Management LLCDebbie Bruce Vice President Stern BrothersChris Ahrens Managing Director StifelBill Blackwill Managing Director StifelJonathan Hyman Managing Director, Fixed Income Strategies StifelMike Bell Managing Director Stifel Fixed Income Capital MarketsPaul LaGaipa Senior Vice President StoneCastleHenley Smith Vice President StoneCastleSusan Beall Vice President-Fixed Income Sales SunTrust Robinson Humphrey


Lauren Drennan Vice President SunTrust Robinson HumphreyGabby McGaughy Sales Associate SunTrust Robinson HumphreyEric Quick Director SunTrust Robinson HumphreyPeter Bakonyvari Director of Sales SymPro SoftwareStacy Sebastian Sr. Product Specialist SymPro SoftwareJacqueline Cavuoto Director Fixed Income Sales TD SecuritiesKatie Davis Vice President TD SecuritiesPriya Misra Managing Director TD SecuritiesCourtney Rushford Debt Capital Markets TD SecuritiesSteve Shulman MD TD SecuritiesEileen Solla Diaz Managing Director TD SecuritiesJosh Vicini Spread Product Trader TD SecuritiesChanel Vicini VP Fixed Income Sales TD SecuritiesMichael Kahn Director US Fixed Income Sales TD Securities Kelly Holloway Principal, Fixed Income The Williams Capital GroupJason Kelley Treasury Manager ToyotaNicholas Ro National Manager ToyotaDavid Silvas President Tracker.us.comIan Burdette Senior Managing Director Tribal Capital Markets, LLCGreg Reynolds Managing Director Tribal Capital Markets, LLCJerry Waldron Managing Director Tribal Capital Markets, LLCJon Maruya Vice President U.S. BankLee Strom Sr Vice President U.S. BankCharline Botelho SVP, Government Banking U.S. Bank, N.A.Lambo Jayapalan Structured Products Trader UBSDevon King Director UBSJodi Pieczynski Senior Vice President UBSMark Kreymer Institutional Sales UnionBanc Investment Services LLCRoy Lin Fixed Income Trader UnionBanc Investment Services, LLCJohn Daniel VP Vining SparksCraig Dismuke Chief Economist Vining SparksJosh Gorham Vice President Vining SparksDarlyne Haba Senior Vice President Vining SparksJaime Loftin Picunko SVP Vining SparksAnthony Nelson SVP Vining SparksDemetri Patikas National Sales Manager Vining SparksHugh Shackelford SVP Vining SparksBrandon Westbrook SVP Vining SparksMark Walsh President & Founder Walsh Financial ConsultingDon Collins SVP - Capital Markets WedbushMansour Benkreira AGY/TRSY Trader Wells FargoNeil Lambiotte Bank Portfolio Wells FargoTony Young Director Wells FargoCarlos Perezgrovas Head SSA Origination Wells Fargo Lyle Defenbaugh Client Relations Director Wells Fargo Asset ManagementLynn Love GIB-Senior Relationship Manager Wells Fargo Bank N.A.Geddes Alexander VP Wells Fargo SecuritiesDoug Chin Director Wells Fargo SecuritiesJonathan Chuang Fixed Income Sales Wells Fargo SecuritiesDaniel DiCamillo Vice President Wells Fargo SecuritiesTricia Hawkins Director, Fixed Income Sales Wells Fargo SecuritiesBrad Heitman Managing Director Wells Fargo SecuritiesJustin Lewis Vice President Wells Fargo SecuritiesChris Pocino Fixed Income Sales Wells Fargo SecuritiesGarret Sloan Director of Short-Term Market Stategy Wells Fargo SecuritiesTyler Tayrien Fixed Income Sales Wells Fargo SecuritiesKirk Jon Walske Vice-President Wells Fargo SecuritiesJohn Williams Vice President Wells Fargo SecuritiesChristopher Wren Director Wells Fargo Securities


Brad Spartz Director - Agency Trading Wells Fargo Securities Joseph Celentano US Western Regional Manager & Director Wells Fargo Securities, Fixed Income SalesLynnae Pickens Principal - Fixed Income Williams Capital GroupUrvi Mehta Investor Relations World BankDonald Sinclair Lead Financial Officer/Head of ALM World BankThin Aung Senior Financial Officer World Bank Bradley Mayeda VP Institutional Sales Zions Bank Capital MarketsDave Bata SVP Zions Bank Corporate TrustMichael Jones Vice President & Manager Zions Bank Corporate Trust

WESTTOWER

EASTTOWER

TITANIC

BODIES

BLUE MANGROUP

CARROT TOP& FANTASYATRIUM THEATER

RICE &COMPANY

DIABLO’SCANTINA

THE CHAPELAT LUXOR FOOD COURT

STARBUCKS®

STARBUCKS®

STARBUCKS®

SHOWTICKETS

EXHIBITTICKETS

PEARL FACTORY DIABLO’S STORE

ESCALATORTO CASINO LEVEL



ELEVATOR TOCASINO & BUFFET


ESCALATOR TOTHE BUFFET

ELEVATOR TOTHE BUFFET

RACE &SPORTS BOOK

DIABLO’S BAR

LUXOR POOL STORE

LUX VEGAS

THEATER

BOX O

FFICE

MEZZANINELEVEL

CASINO LEVEL

NURTURESPA & SALON

FITNESS CENTER

BUS PLAZA

NORTH ENTRANCETOUR| SHUTTLES

OASIS POOL

ESCALATORTO MEZZANINE LEVEL




ESCALATOR TONORTH ENTRANCE

ESCALATOR TONORTH ENTRANCE

MAIN REGISTRATIONAND CONCIERGEMAIN ENTRANCE

TO THE SHOPPES ATMANDALAY PLACE

SPHINXUBER • RIDESHARE VALET

BELL DESK

BUSINESSCENTER

VIPREGISTRATION AND LOUNGE

M life® Rewards

WEST TOWERELEVATORS

ELEVATOR 2 ELEVATOR 3

THE SHOPPES AT MANDALAY PLACE

ELEVATOR 1

WEST TOWERELEVATORS

EAST TOWERELEVATORS

EAST TOWERELEVATORS

CA

SIN

OC

ASH

IER

HIGHLIMITAREA

24/7

FLIGHTAURORA

LX LOGOSTORE LU

XO

RE

SSEN

TIALS

LUG

GA

GE

+A

LEE

NK

TEC

HN

OLO

GIE

S

ESPORTS ARENA®

TENDERSTEAKHOUSE

PYRAMID CAFÉ

BACKSTAGEDELI

PUBLICHOUSE

VELVETROOM

LIONESSEBEAUTY BAR

PLAYBAR TOURNAMENTAREA

BLIZZFROZENYOGURT

EGYPTIAN BALLROOM

GALLERIA SQUARE

CENTRA

WALKWAY TO EXCALIBUR

BIG CHILL

TO W

EST

PAR

KIN

G G

AR

AG

E

CASINO

CASINO

CASINO

NORTH LOBBY NORTH LOBBY(LOWER LEVEL)

WEST PARKING GARAGE

EAST PARKING LOT

1A FLOORS 2 – 51B FLOORS 22 – 30


CASINO LEVELNORTH ENTRANCE

CASINO LEVELNORTH ENTRANCE



PYRAMID ELEVATORS EAST TOWER ELEVATORS

WEST TOWER ELEVATORS

NORTHDESK

ELEVATOR 4

PROPERTY MAP

Thank you to the following sponsors of our 15th annual … · 2019-03-18 · GIOA CONFERENCE AGENDA...

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Transcript of Thank you to the following sponsors of our 15th annual … · 2019-03-18 · GIOA CONFERENCE AGENDA...