October 17, 2018

MunicipaL bond Research roundtable

Presented by Merritt Research Services LLC & Investortools, Inc. 

10:00 am - 5:00 pm Registration (Rocky Mountain Ballroom Foyer)

11:30 pm - 12:30 pm                Lunch (Rocky Mountain Ballroom)

Municipal Market & Attribution Presentation 

  • Cadmus Hicks, Managing Director, Nuveen Asset Management

12:40 pm - 5:00 pm                 Industry Panels and Speakers (Rocky Mountain Ballroom)

12:40 pm A Macro Number Look at Developing Municipal Sector and Credit Trends with a Special Focus on  Identifying the Best of the Pack and the Worst of the Litter

  • Richard Ciccarone, President and CEO, Merritt Research Services, LLC

1:15 pm Under-appreciated Credit Quality Aspects in the Bad Actor States

  • Thomas Weyl, Director of Municipal Research, Wasmer Schroeder & Co.

1:45 pm Taking the Pulse on Hospitals

  • George Huang, Director Research & Economics, Wells Fargo Securities, LLC

  • Mark Whitaker, Vice President, High yield Strategy and Research, Mesirow Securities

2:15 pm - 2:30 pm Break

2:30 pm Making the Case for Analyzing Municipal Tax Backed Governments using Government-Wide Financial Statements vs.Fund Accounting focus on the General Fund

  • David Bean, GASB Director of Research and Technical Activities

  • Matt Harvey, State Farm Insurance

3:00 pm Uncovering Municipal Credit Trends Using Demographic and Economic Data  

  • Richard Ciccarone - Relating Demographic Trends to Credit Outcomes
    Municipal Sector Vulnerability When the Tide Goes Out

  • Thomas Stoeckmann, Head of Municipal Research, Wells Fargo Asset Management

3:40 pm What the Pension Data is Telling us about Distinguishing Credit Quality between Single Agent and Public Pension Plans

  • Thomas McLoughlin, Head of Fixed Income Americas, UBS Chief Investment Office

4:15 pm Roundtable Discussion Among Day’s Participants And Audience

 5:00 pm                                        Cocktail Reception (Rocky Mountain Ballroom C)

October 18, 2018

Investortools USER FORUM

8:30 am - 12:00 pm Registration (Rocky Mountain Ballroom Foyer)

8:30 am -  9:30 am              Hot Buffet Breakfast (Rocky Mountain Ballroom Foyer)

 9:30 am  - 10:00 am            Opening Remarks, Product Keynote (Rocky Mountain Ballroom)

  • Mike Green, Chief Operating Officer

  • Scott Bradley, President

10:00 am -  10:45 am            Product Keynote (Rocky Mountain Ballroom)

  • Tim Hadley, Vice President

10:45 am - 11:00 am Break

11:00 am - 11:30 am Browser Perform - where we’ve come from and where we are going...

  • Dan Daniels, President, Software Builders

11:30 am - 12:00 pm Trading Platform - Citigroup Global Markets & Investortools

  • Jon Anderson, Chief Product Officer

  • Peter Chalif, Co-Head Global Spread Products AMM & E-Trading, Citi

12:00 pm - 1:15pm              Lunch Buffet (Rocky Mountain Ballroom)

  • Stuart Graydon, Chairman

  • Peter Chalif, Co-Head Global Spread Products AMM & E-Trading, Citi

 1:30 pm -  2:30 pm                 Breakout Sessions (Rocky Mountain Ballroom)

  1. Perform Trading Center: Best Practices & enhancements

  2. Analytics: Factor Based attribution / Tracking error - Breakout session

  3. IT/Operations: Technical review of operational enhancements including browser interface, FIX, web server, and automation

  4. Genius Bar: Meet with an Investortools expert to answer your product-specific questions.

2:30 pm - 2:45 pm Break

2:45 pm - 3:45 pm Industry Roundtables and Training (Rocky Mountain Ballroom)

  1. Peer Discussion: Trading Tools in Perform

  2. Operations Best Practices: Presentation & Discussion

  3. Credit - Pensions/Dedicated Tax - New Data Added

    • Kristen Wyckoff, Internal Control Analyst, Merritt Research Services

4:00 pm                             Cocktail Reception (Mountain View Terrace)

October 19, 2018

Hands-on Training

Have trouble allocating that last piece? Looking for specific report writing tips or how to set up FIX or browser access? Join the feature specific training sessions, or bring your questions and schedule individual time with Client Service experts and Developers.

8:00 am - 9:00 am             Continental Breakfast (Rocky Mountain Ballroom Foyer)

8:30 am -11:30 am              Hands-on Training, Genius Bar and Live Demonstrations (RM Ballroom)

8:30 am 9:30 am 10:30 am

1.Report Writer 101 2.Advanced Report Writing 3.Report Writing Q & A

1.Operations 2.Credit Models 3.Compliance

1.Portfolio Strategy Score 2.Implementing Portfolio Management Strategy

1.Genius Bar 2.Genius Bar 3.Genius Bar

Throughout the morning: Invtools Labs - Live demonstration of hot backup, web server

11:30 am                                   Conference Adjourns