1:00 – 1:20 pm

OPENING REMARKS

Jay Clayton, Chairman, SEC

Hester Peirce, Commissioner, SEC

Elad Roisman, Commissioner

Allison Herren Lee, Commissioner, SEC

Rebecca Olsen, Director, Office of Municipal Securities, SEC

1:20 – 2:10 p.m.

PANEL 1: Voluntary Disclosure Practices in the Secondary Market:

A discussion of municipal issuer and conduit borrower voluntary disclosure practices in the secondary market.

• Moderator: Adam Wendell, Senior Special Counsel, Office of Municipal Securities, SEC
• Jennifer Brown, Director of Finance, City of Sugar Land, Texas
• James Mclntyre, Director of Capital Markets, New York State Homes and Community Renewal
• Chris Meister, Executive Director, Illinois Finance Authority
• Stacey Lewis, Partner, Pacifica Law Group

2:10-3:00 pm

PANEL 2: Perspectives from the Buy Side:

A discussion of secondary market disclosure from perspective of the buy side.

• Moderator: Ahmed Abonamah, Deputy Director, Office of Municipal Securities, SEC
• Nicole Byrd, Senior Investment Professional, Nationwide Mutual Insurance
• Sandy Pae Goldstein, Director, Fundamental Credit Opportunities
• Hugh McGuirk, Portfolio Manager, T.Rowe Price
• Maryann Santos, Business Operations Manager, Capital One Public Funding, LLC

3:00-4:00 p.m.

PANEL 3: Secondary Market Disclosure Hot Topics:

A discussion of hot topics in the area of secondary market disclosure, including COVID-19 related disclosures.

• Moderator: Rebecca Olsen, Director, Office of Municipal Securities, SEC
• Patrick Brett, Managing Director, Citigroup
• Dan Deaton, Partner, Nixon Peabody LLP
• Megan Kilgore, City Auditor, City of Columbus, Ohio
• Mark Kim, Executive Vice President and Chief Operating Officer, MSRB
• Lisa Washburn, Managing Director, Municipal Market Analytics, Inc.

Slide Presentations:

• Mark Kim
• Lisa Washburn