Independent and Data Driven

Events

Speaking Engagements and Events


Jun
20
9:00 am09:00

New England Municipal Finance Summit

The Market Outlook, Five Months Into The New Administration – A review of the dominant themes in the tax-exempt industry for the first 6 months of 2017 and an outlook for the balance of the year.

Thomas Doe
President and Managing Partner

Jun
5
Jun 6

Darling Consulting Group Annual Balance Sheet Management Conference

Municipal Market and Industry – Current Status and Dynamics – A review of the current conditions in the municipal market with a specific focus on the trends and impact of bank investment portfolios and direct loan holdings.

Thomas Doe
President and Managing Partner

May
24
9:00 am09:00

Government Finance Officers Association National Conference

A Look Into the Future: Market Overview and Expectations – A forward looking discussion regarding the current context of the municipal market regarding conditions for raising capital as well as a discussion of new concepts for raising revenue for infrastructure funding including, inclusion of data companies in infrastructure investment, driverless cars (vehicle miles travelled tax) and regulating drone usage over roads in order totoll for air space usage.

Thomas Doe
President and Managing Partner

May
16
9:00 am09:00

National Federation of Municipal Analysts National Conference

Up-to-Date Interest Rate Curve & Tax Law Changes – A discussion of post-presidential election volatility, the probability of administration tax reform policies impacting primary and secondary markets, valuations, liquidity and the changing investor base – especially international investment in municipals.   Also a perspective on credit conditions particularly the adversity facing the state of Connecticut.

Thomas Doe
President and Managing Partner

May
2
9:00 am09:00

Professional Risk Managers International Association

Changes and impacts of United States Tax Reform and Infrastructure Spending – A discussion of how to fund US infrastructure and review of the potential impact of a corporate tax cut or broader tax reform on the municipal market – particularly the possible shifts in institutional holdings of municipals.

Thomas Doe
President and Managing Partner

Mar
30
9:00 am09:00

Pacific Regional Bond Outing

Trump and Municipals: 1Q17 – A presentation on the first quarter’s activity in the Trump administration and the possible policies in 2017 from the administration and Congress.  In addition, a perspective on the impact of possible changes in bank regulation and how it may revitalize TOB programs and change the fixed-income composition of bank portfolios.

Thomas Doe
President and Managing Partner

Mar
15
Mar 17

The National Municipal Bond Summit

  • Palm Beach Gardens, FL

Municipal Bond Market Liquidity and Electronic Trading

Tripp Kaiser
Managing Director, Municipal Market Analytics

Jan
26
9:00 am09:00

Build American Mutual Leadership Forum

Economic, Interest Rate and Regulatory Outlook 2017 – As the new year began, a perspective of possible impact of a successful Trump presidency – meaning that some of his proposed agenda is enacted in 2017.  In addition, a discussion of the forces on the US economy and how they might impact the municipal bond industry.

Thomas Doe 
President and Managing Partner