October 17, 2018

MunicipaL bond Research roundtable

Presented by Merritt Research Services LLC & Investortools, Inc. 

11:30 pm - 12:30 pm                Lunch

Municipal Market & Attribution Presentation 

  • Cadmus Hicks, Managing Director, Nuveen Asset Management

12:40 pm - 5:30 pm                  Industry Panels and Speakers

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

Under-appreciated Credit Quality Aspects in the Bad Actor States

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

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         

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
  • Robert Reardon, Senior Investment Officer, State Farm Insurance  

Uncovering Municipal Credit Trends Using Demographic and Economic Data  

  • Thomas Stoeckmann,  Head of Municipal Research,  Wells Fargo Asset Management
  • Richard Ciccarone, President and CEO, Merritt Research Services, LLC  

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

Roundtable Discussion Among Day’s Participants And Audience

 5:30 pm                                        Cocktail Reception

October 18, 2018

Investortools USER FORUM

 8:30 am -  9:30 am                  Hot Buffet Breakfast

 9:30 am  - 10:30 am                Opening Remarks, Product Keynote

10:30 am -  11:30 am               Trading Platform - Citigroup Global Markets & Investortools

11:30 pm - 12:45 pm                Lunch

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

 1:00 pm -  5:00pm                   Breakout Sessions &  Round-Table Discussions

      Investortools experts will lead sessions on topics including

  • Trading and Allocation
    • CUSIP Structure allocator
    • Family rules
    • New issues
  • ESG
  • New Perform: FPC features for funds
  • Operations - FIX / Hot back up / Web Server
    • Client Peer groups
    • Factor based attribution
    • And More...

    5:15 pm                             Cocktail Reception

    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

    8:00 am - 11:30 am               Hands-on Training including:

    • In-depth training on previous day's topics
    • Report writer training
    • Portfolio strategy training
    • 1-on-1/Q&A training opportunities

    11:30 am                                   Conference Adjourns