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2015 GIOA Corporate Attendees

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2015 GIOA Corporate Attendees 2015 GIOA Corporate Attendees Last Name First Name Title Entity Hall Wes Vice President, Investments Alamo Capital Mullally Ben Vice President, Investments Alamo Capital Bove Dave Managing Director Amherst Pierpont Brudzinski Beau Vice President Amherst Pierpont DiCamillo, CFA Dan Vice President Amherst Pierpont Markaity Dan Consultant Amherst Pierpont Teifeld Mike Managing Director Amherst Pierpont Holmen Christopher Investments Andress Enterprises Deshmukh Nisha Vice President, Business Development ASPN Solutions Li Shen Trader Bank of America Merrill Lynch Hayes Sean Vice President, SSA Origination & Syndicate Bank of Montreal Conley Craig Vice President - Fixed Income Bank of the West Ching Jerry Agency Trader Barclays Fisher Michael Rates Sales Barclays Bjursten Peter Director Barclays Capital Boyd Lewis Agency Trader BB&T Capital Markets Short Tom Senior Vice President BB&T Capital Markets Tollefsen Ed Senior Vice President Blaylock Beal Van LLC Graham Scott Co-Head Fixed Inc Sales US/Head Prim Dealer BMO Capital Markets Pilsbury Bill Interest Rate Sales BMO Capital Markets Mitrovich Mark Vice Pres - Institutional Market BMO Harris Bank Preiner David B. National Director - Relationship Devel BMO Trust & Custody Services Gavula Steve Vice President - Fixed Income BNP Paribas Mulhern Stephen Vice President BNP Paribas Shubert Craig Director BNP Paribas Hennessy Anna Vice President, Sales BNY Mellon Isaac David Managing Director BNY Mellon Jacobs Christopher Head of Sales BNY Mellon Coughlin Sean Vice President BNY Mellon Capital Markets Jemison Johnnie VP, Senior Portfolio Manager BNY Mellon Wealth Management Glidden Jason Vice Pres - Institutional Fixed Income BOSC, Inc Lewis Camee Vice President BOSC, Inc Maher Brian Taxable Trader BOSC, Inc Rietveld Joel Fixed Income Strategy BOSC, Inc Fitzpatrick Michael (Mike) Managing Director Brean Capital, LLC Sapoch William (Bill) Director Brean Capital, LLC Wells Les Marketing Consultant Business Data Links, Inc. Finkelstein Ben Managing Director Cantor Fitzgerald & Co. Webb Kevin Director Cantor Fitzgerald & Co. Carter Scotte Fixed Income Therapist Castle Oak Securities Sloop David Managing Director, Fixed Income Sales CastleOak Securities Flyge William (Bill) Managing Director - Public Sector Citi Garrison Thad Director Citi Taylor Andy Director Citi Neibaur Brian Business Development Clearwater Analytics Noble Jon Business Development Clearwater Analytics Scuderi Joseph Director Rates Sales Credit Agricole Patronis Chris Director Credit Suisse N.Y. Warnock Robert Managing Director CRT Capital Group, LLC Buttine Sam Managing Director CRT Capital Group, LLC Calcagni John Rates Sales CRT Capital Group LLC Salinas Traci Senior Vice President D.A. Davidson & Co 2015 GIOA Corporate Attendees Last Name First Name Title Entity Simonton H.T. Senior Vice President D.A. Davidson & Co. Stark Sharon Managing Director, Chief Strategist D.A. Davidson & Co. Moore Thomas Executive Director Daiwa Capital Markets America Inc. Tamayo Andy Director - Fixed Income Daiwa Capital Markets America Inc. Miller Paul Vice President Deutsche Bank Pontius Jo Assistant Vice President Deutsche Bank Sison Steven Vice President Deutsche Bank Thornton Sue Director Deutsche Bank Jefferson Jesse Senior Vice President Drexel Hamilton, LLC Williams LouAnn Senior Vice President Drexel Hamilton, LLC McNally Helen Senior Product Manager Fannie Mae Pronio Astin Trader Fannie Mae Owens Rob Mgr - Capital Mkts/Fixed Inc Investor Relat Dir Farmer Mac Laforte Robert Senior Managing Director/Head of Sales FCStone Partners L.P. Doran Glenn Managing Director- Finance Federal Farm Credit Banks Funding Corp Lipinski Jonathan Vice President Federated Investors Rasmussen Josh Vice President Federated Investors de Bombelles Denise VP, Global Investor Relations FHLB - Office of Finance Tkachuk Violeta Short Term Funding Officer FHLB - Office of Finance Sterling David Senior Portfolio Manager FHLB Chicago Johnson Steve Senior Vice President Fidelity Investments Zielinski Peter Senior Vice President Fidelity Investments Craig Brandon Research Analyst Fixed Income Academy Munson Susan Chief Education Officer Fixed Income Academy Reeves Melissa Student Support Fixed Income Academy La Fleur Kerrie Portfolio Management Director Freddie Mac Blackmon Ben Senior Vice President FTN Financial Howell Taylor Vice President, Capital Markets FTN Financial Lowe David Senior Vice President FTN Financial MacGregor Heather Vice President FTN Financial Snipes Shawn Senior Vice President FTN Financial Horn Jeff Senior Vice President FTN Financial Balls Greg Portfolio Manager and Analyst FTN Financial Main Street Advisors Dazzio Tonya Chief Operating Officer FTN Financial Main Street Advisors Phillips Ruth Administrative Services Manager FTN Financial Main Street Advisors DiMeglio Mike Director GE Capital McQuillen Matt Managing Director GE Capital Cole Leslie R. Vice President Global Liquidity Braunstein Lynda Senior Vice President Government Perspectives, LLC Hanan Morris (Mo) Senior Vice President Government Perspectives, LLC Fitzgerald Bob "Fitz" Institutional Sales Great Pacific Securities Mills Kris Account Executive Great Pacific Securities Bart Jean Director - Fixed Income Sales Guggenheim Securities LLC Roberts Garrett Director Guggenheim Securities LLC Fletcher Isla Public Sector DCM HSBC Securities (USA) Inc. Han Sang Senior Vice President Syndicate HSBC Securities (USA) Inc. McCarty Liz Rate Sales HSBC Securities (USA) Inc. Wang Xiao Vice President HSBC Securities (USA) Inc. Baker William Vice President ICD (Institutional Cash Distributors LLC) Munday Ruth Vice President ICD (Institutional Cash Distrivutors LLC) Flodeen Bud Vice President Incapital LLC Herrle Louise Managing Director, Capital Markets Incapital LLC 2015 GIOA Corporate Attendees Last Name First Name Title Entity Kazak Steve Vice President Incapital LLC Murphy Diane Vice President, Institutional Sales Incapital LLC Tirosh Amit Managing Director Incapital LLC Waber Jodi Vice President Incapital LLC Drasser Matthew Vice President Income Research + Management Gordon Jamie Senior Vice President Income Research + Management Suriani Meghan (Meg) Vice President INTL FCStone Partners L.P. Chae Christina Agency Trader J.P. Morgan Singh Richard Executive Director J.P. Morgan Bordokas George Managing Director J.P. Morgan Securities LLC Davidoff Andy Senior Vice President Jefferies LLC Kauftheil Ken Senior Vice President Jefferies LLC Triolo Joe Managing Director Jefferies LLC Bilsky Ryan Government Bond Trader KeyBanc Capital Markets Boyle Jim Fixed Income Sales KeyBanc Capital Markets Noble Mark Head of Agencies/Structured Notes KGS - ALPHA Singh Shibahn Fixed Income Sales KGS - Alpha Capital Markets Modesto Art US Agencies/Structured Products Manager MarketAxess Barbar George Senior Managing Director Mesirow Financial Edmonds Glenn Managing Director Mesirow Financial Riley Joe Senior Managing Director Mesirow Financial Willis Mike Managing Director Mesirow Financial Kite Dennis Senior Vice President - Fixed Inc Sales Mischler Financial Group Klinghoffer, CFA Jason Director Mischler Financial Group Burdette, CFA Ian C. Managing Director Mizuho Securities USA Smith Sean Director, Fixed Income Mizuho Securities USA Kaicher Michael Executive Director Morgan Stanley Waldeck Kevin Executive Director Morgan Stanley Witt Andrew Vice President Morgan Stanley Caulfield Tom Account Executive Multi-Bank Securities, Inc. Maccagnone David Chief Executive Officer Multi-Bank Securities, Inc. Yanez Peter Vice President Multi-Bank Securities, Inc. Schneider Luke Fixed Income Strategy Group Mutual Securities Kloepfer Bill Executive Director Nomura Securities Ligon-Miller David Executive Director Nomura Securities Hamel Erich Executive Director Nomura Securities International da Silva Ariel Senior Vice President Oakwood Capital Management Anderson Mark Managing Director Oppenheimer & Co. Inc Mansouri Behzad Director Oppenheimer & Co. Inc Schnall Alan Institutional Sales/Fixed Income Oppenheimer & Co. Inc Barry Kevin Institutional Sales - Fixed Income Piper Jaffray Johnson, CFA Tim Senior Fixed Income Strategist Piper Jaffray Legge Jeffrey Managing Director Piper Jaffray Sammons Greg Principal Piper Jaffray Nguyen Michael SVP, Director of Investment Solutions PMA Financial Network Renieris Francoise AVP - Cash Manager Private Export Funding Corporation (PEFCO) Duffy Sheila Director, Investment Advisory Services Public Trust Advisors, LLC Rosa Judite (Judy) Director, Education & Training QED Financial Systems Wiener Jack Sales Consultant QED Financial Systems McLean Betsy Vice President, Fixed Income Sales Raymond James Perry Kathryn First Vice President Raymond James Phifer Ellis Fixed Income Strategist Raymond James 2015 GIOA Corporate Attendees Last Name First Name Title Entity Schulte Rosa Senior Vice President, Fixed Income Sales Raymond James Attanasio David Director, Central Funding Group RBC Capital Markets Hall Wally Director RBC Capital Markets Ajlouny Eric Associate RBC Capital Markets Novak Ken MD - Sales Manager RBC Capital Markets Nelson Ryan Managing Principal RedTree Investment Group Trowbridge Jennifer Managing Principal RedTree Investment Group Greenawalt Ryan Managing Director Samuel A. Ramirez & Co. Kelly Edward (Justin) Vice President Samuel A. Ramirez & Co. Marcus Tracy Managing Director Samuel A. Ramirez & Co. Collins Tom Director ScotiaBank Ruberti Kim Vice President Societe Generale Smith Michael Director Societe Generale Motafram Freya Fixed Income eCommerce Sales Societe Generale
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