Municipal Market Disclosure: Application to Pension Disclosure | State of California Office of the State Treasurer

Municipal Market Disclosure:
Applications to Pension Disclosure

May 3, 2012
Ziggurat Building
707 Third Street
West Sacramento, California

Although municipal bonds are a mainstay of public finance, understanding their economic value requires specialized knowledge and expertise. The vocabulary, financial concepts and calculations, and market incentives may be unfamiliar, if not entirely new, to public agency officials. This two-part, intermediate level webinar focuses on the mathematical concepts and calculations underlying bond pricing and structure.

Presentation Materials

Day 1 Slides by Session

Session 1 | Overview: SEC Regulations and the Disclosure Process
Session 2 | Pension Mechanics and Math
Session 3 | Pension Disclosure Practices and Issues
Session 4 | Disclosure Reporting Standards for Pension Obligations
Session 5 | Good Pension Disclosure Roundtable-What Does It Look Like?

Speakers

Mark Adler, Managing Director, Piper Jaffray
Mark Blake, Deputy City Attorney, City and County of San Francisco
David Brodsly, Managing Director, KNN Public Finance
Dan Deaton, Partner, Nixon Peabody LLC
Stephen Heaney, Board member, Municipal Securities Rulemaking Board
Jennifer Johnston, Vice President/Research Analyst, Franklin Templeton
Sandra Kim, Executive Director, Capital Markets Finance, University of California Office of the President
Tracy Mc Craner, Director/Treasurer, Administrative Services, City of Newport Beach
Robert McCrory, Executive Vice President, EFI Actuaries
John McNally, Partner, Hawkins Delafield and Wood and President of The National Association of Bond Lawyers
Stephen Melikian, Partner, Jones Hall
Alan Milligan, Chief Actuary, California Public Employee Retirement System
David Sundstrom, Treasurer-Tax Collector, County of Sonoma and Board member of Government Accounting Standards Board
Brian Whitworth, Senior Vice President, First Southwest Company