NATIONAL FEDERATION OF MUNICIPAL ANALYSTS
ADVANCED SEMINAR ON BANKRUPTCY AND WORKOUTS HOTEL MARLOWE CAMBRIDGE, MASSACHUSETTS
OCTOBER 15& 16, 2009
REGISTRATION LIST Gregory Aikman Tamzin Anderson VP Vice President BNY Mellon Wealth Management Prime Advisors One Boston Place 7th Floor 024-0071 22635 NE Marketplace Drive Ste. 160 Boston, MA 02108-4402 Redmond, WA 98053-5885 (617) 722-7168 (425) 202-2055 [email protected] [email protected]
Scott Andreson Aaron Applebaum Vice President Investment Analyst Hartford Investment Management Company Capital Research 55 Farmington Avenue 11100 Santa Monica Blvd. 15th Fl Hartford, CT 06105 Los Angeles, CA 90025 860-297-6833 310-996-6398 [email protected] [email protected]
Marie Autphenne David Bannard Muni Credit Group Partner Stone & Youngberg LLC Foley & Lardner LLP One Ferry Building 111 Huntington Avenue San Francisco, CA 94111 Boston, MA 02199 415-445-2339 617-342-4033 [email protected] [email protected]
Dan Barton Scott Bayliss Senior Research Analyst Managing Director Standish Mellon Asset Mgmt Saybrook Capital 201 Washington St 401 Wilshire Boulevard #850 Boston, MA 02108-4408 Santa Monica, CA 90401 617-248-6362 310-899-9200 [email protected] [email protected]
David Belton Mark Berman Head of Municipal Bond Research Partner Standish Mellon Asset Management Nixon Peabody LLP BNY Mellon Center 201 Washington Street 100 Summer Street Boston, MA 02108-4408 Boston, MA 02110 (617) 248-6039 617.345.6037 [email protected] [email protected]
Warren Bloom Renee Boicourt Attorney-at-Law Managing Consultant Greenberg Traurig Lamont Financial Services 450 S. Orange Ave. Suite 650 201 Willowbrook Blvd. Orlando, FL 32801 Wayne, NJ 07043 407-420-1000 (973) 785-8900 [email protected] [email protected]
Derek Bonifer Lina Brandow Director Municipal Bond Analyst BMO Capital Markets Western Asset Management 233 S Wacker Dr 300 Sears Tower 620 Eighth Avenue 50th Floor Chicago, IL 60606 New York, NY 10018 312-441-2563 212/601-6043 [email protected] [email protected]
Joe Bridy Mike Buckley Partner Partner Hamlin Capital Management Reed Smith LLP 477 Madison Avenue Suite 520 101 2nd Street 18th Floor New York, NY 10022 San Francisco, CA 94105 212-752-8777 1.415.659.4761 [email protected] [email protected]
Jeffrey Burger Geoffrey Buswick Senior Analyst Managing Director/Boston Office Head Standish Mellon Asset Management Standard & Poor's 201 Washington Street 225 Franklin St. 15th Fl Boston, MA 02108 Boston, MA 02110-2804 617 248 6078 617-530-8311 [email protected] [email protected]
Nicole Byrd Mark Capell Vice President Director Wilmington Trust Assured FSA 1100 North Market Street One Market 1550 Spear Tower Wilmington, DE 19890 San Francisco, CA 94105 302-651-1157 415-995-8023 [email protected] [email protected]
James Capruso Daniel Carter Principal President Capruso and Associates ITG Holdings, LLC 205 Hudson St., #1001 13490 Old Livingston Road Hoboken, NJ 07030 Naples, FL 34109 201 208-3310 239-514-4484 [email protected] [email protected]
Richard Cascio Christina Cassotis Managing Director Vice President Alvarez & Marsal Sh&E, Inc. 600 Lexington Avenue 1 Main St New York, NY 10022 Cambridge, MA 02142 561-213-4610 [email protected] [email protected]
Gregory A Clark Julia Clark Director VP, Portfolio Mgr UniCredit Group Landesbank Hessen-Thüringen 150 East 42nd Street 31st Floor 420 Fifth Avenue 24th Floor New York, NY 10017 New York, NY 10018-2729 (212) 672-5771 212.703.5325 [email protected] [email protected]
Natalie R Cohen Mary Colby President Managing Director National Municipal Research Charles Schwab Investment Mgmt 30 West Street #12A 215 Fremont St 215FRMT-4-416 New York, NY 10004 San Francisco, CA 94105 9176793172.00 (415) 667-7585 [email protected] [email protected]
Kristin V. Collins Cormac Cullen Assistant Vice President and Counsel Fidelity Investments MFS Investment Management One Spartan Way TS2D 500 Boylston Street Merrimack, NH 03054 Boston, MA 02116 (603) 791-7582 617-954-5195 [email protected] [email protected]
Lee Cunningham Rick Dent Vice President Credit Analyst Federated Investors T. Rowe Price 1001 Liberty Ave 100 E. Pratt Street Pittsburgh, PA 15222-3779 Baltimore, MD 21202 412 288-7896 410-345-2480 [email protected] [email protected]
Paul Devine Jason Diefenthaler Investment Officer Portfolio Manager MFS Investment Mgmt Wasmer Schroeder & Co, Inc 500 Boylston St 23rd Floor 600 Fifth Avenue, South STE 210 Boston, MA 02116-3740 Naples, FL 34102 617 954-5938 239.263.6877 [email protected] [email protected]
Michelle Dougherty Renee Dougherty AVP and Senior Research Analyst Managing Director Nuveen Investments Charles Schwab Investment Management 333 W. Wacker Drive 215 Fremont St. SF215FMT-04-440 Chicago, IL 60606 San Francisco, CA 94105 312-917-8265 415.667.7544 [email protected] [email protected]
David Dubrow Susan Dushock Partner Director Arent Fox LLP Columbia Management (BOA) 1675 Broadway One Financial Center 12th Floor New York, NY 10019 Boston, MA 02111 (212) 484-3957 (617) 585-4017 [email protected] [email protected]
Patrick Early Curtis Erickson Municipal Analyst Executive Director Wells Fargo Advisors JP Morgan Securities 1 N Jefferson 383 Madison Avenue 8th Floor St. Louis, MO 63103 New York, NY 10179 314.955.2576 212-834-2653 [email protected] [email protected]
Craig Falduto Robert Fanning Executive Director Managing Partner Van Kampen Investments Millennium Health Solutions 1 Parkview Plz 4th Floor 54 High Ridge Road Oakbrook Terrace, IL 60181-4400 Boxford, MA 01921 (630) 684-6364 978-273-0422 [email protected] [email protected]
Chris Felton Ann Ferentino Senior Investment Officer Senior Investment Analyst Liberty Mutual Federated Investors 175 Berkeley Street 1001 Liberty Ave Boston, MA 02117 Pittsburgh, PA 15222-3779 (617) 574-5883 412 288-1773 [email protected] [email protected]
Robert Fernandez Justine Fisher Research Analyst Analyst Opus Investment Management Goldman Sachs 440 Lincoln Street 1 New York Plaza 45th Fl Worcester, MA 01653 New York, NY 10004 (508) 855-8258 2123576711.00 [email protected] [email protected]
Mark Flaherty Andrew Folland Managing Director of Research VP- Senior Research Analyst Fidelity Investments Nuveen Investments One Spartan Way Ts2d 333 W Wacker Dr 30TH Floor Merrimack, NH 03054 Chicago, IL 60606-1286 603-791-1215 312.917.8118 [email protected] [email protected]
Mary Francoeur Eric Friedland Managing Director Managing Director Assured Guaranty Corp Fitch Ratings 1325 Avenue of the Americas 18th Floor 33 Whitehall Street New York, NY 10019 New York, NY 10004 212.408.6051 212-908-0632 [email protected] [email protected]
Luke Gilroy Eric Golden Research Analyst Research Analyst Fidelity Investments Fidelity Investments One Spartan Way TS2D One Spartan Way TS2D Merrimack, NH 03054 Merrimack, NH 03054 (603) 791-1992 (603) 791-5201 [email protected] [email protected]
Lisa Good Ellen Gordon Executive Director Executive Director NFMA JPMorgan PO Box 14893 383 Madison Avenue 8th Floor Pittsburgh, PA 15234 New York, NY 10179 (412) 341-4898 (212) 834-2450 [email protected] [email protected]
Bruce Gordon Michael Griffin First Vice President Head of Municipal Research Ambac Assurance Corp. The Vanguard Group One State Street Plaza Po Box 2600 V31 New York, NY 10004 Valley Forge, PA 19482 (212) 208-3155 610 503-5727 [email protected] [email protected]
Huberto Gutierrez Betsy Harkins Director Administrative Associate Barclays Capital NFMA 745 Seventh Avenue P O Box 14893 New York, NY 10019 Pittsburgh, PA 15234 (212) 528-1058 412.341.4898 [email protected] [email protected]
Judith Harvey Christopher Heavey Senior Vice President Analyst George K. Baum, Inc. Fidelity Investments 6608 Naomi Drive 82 Devonshire ST V5c Minneapolis, MN 55439 Boston, MA 02109-3614 952-944-1004 617-563-5142 [email protected] [email protected]
William Hogan Debbie Hontz Managing Director of the Public Finance Group Vice President, Senior Municipal Bond Analyst Assured Guaranty M&T Securities 31 West 52nd Street 27th Floor 25 South Charles Street 12th Floor, MD2-CS42 New York, NY 10019 Baltimore, MD 21201 212 408-6006 410-244-4746 [email protected] [email protected]
Ann-Ellen Hornidge Virginia Housum Esq. Vice President Mintz Levin Wells Fargo Bank One Financial Center 625 Marquette, 11th Floor Mac #n9311-115 Boston, MA 02111 Minneapolis, MN 55479 617.542.6000 (612) 667-7337 [email protected] [email protected]
Bill Huck Janine Idelson CEO, S&Y Capital Group Fixed Income Counsel Stone & Youngberg, LLC Mass Financial Services 4350 La Jolla Village Drive Suite 140 500 Boylston Street 23rd Floor San Diego, CA 92122 Boston, MA 02116 858-795-8700 617-954-5185 [email protected] [email protected]
Jennifer Johnston Paul Jungquist Vice President/Analyst Portfolio Manager Franklin Templeton Sit Investment Associates One Franklin Parkway 80 S Eighth St Ste 3300 San Mateo, CA 94403 Minneapolis, MN 55402 650 312-3675 612 359-2546 [email protected] [email protected]
Jeffrey Kaufmann John Kerber Managing Director Senior Investment Analyst AIG Investments Federated Investors 70 Pine Street 13th FL 1001 Liberty Ave New York, NY 10270 Pittsburgh, PA 15222 (212) 770-9313 412 288-2904 [email protected] [email protected]
Erik Kimball Jason Kosty U.S. Bankruptcy Judge Investment Officer U.S. Bankruptcy Court MFS Investment Management 1515 N. Flagler Drive Suite 801 500 Boylston St., 23rd Floor West Palm Beach, FL 33401 Boston, MA 02116-3740 561.514.4140 617 954-5931 [email protected] [email protected]
Amy Laskey Lisa Kreiling Managing Director PNC Capital Advisors Fitch Ratings 1600 Market Street, 19th Floor One State Street Plaza 28th Fl Philadelphia, PA 19103 New York, NY 10004 215-585-7340 212 908-0568 [email protected] [email protected]
Thomas Lauria Brian Lees Partner Managing Director White & Case LLP M&T Securities 200 S. Biscayne Blvd. Suite 4900 25 South Charles Street MD2-CS42 Miami, FL 33131 Baltimore, MD 21201 305-317-2700 410-244-4810 [email protected] [email protected]
Dean Lewallen Amy Lowen President Associate DTL Analytic Services Greenberg Traurig, P.A. 21 Maple Street 450 South Orange Avenue Suite 650 Brooklyn, NY 11225 Orlando, FL 32801 347-789-3381 407 999 2529 [email protected] [email protected]
Lois Lupica Bedford Lydon Maine Law Foundation Professor of Law Senior Fixed Income Research Analyst University of Maine School of Law McDonnell Investment Management 246 Deering Avenue 1515 W. 22nd St. 11th floor Portland, ME 04102 Oak Brook, IL 60523 207-780-4599 (630) 684-8644 [email protected] [email protected]
Christopher W Martin Bruce Mattaway Vice President FVP Loews Corporation Ambac Assurance Corporation 655 Madison Avenue 8th Floor One State Street Plaza New York, NY 10065 New York, NY 10004-1505 212-521-2941 212 208-3449 [email protected] [email protected]
Sheila May Jane McCart Vice President Senior Vice President Wellington Management Company Northern Trust Global Investments 75 State Street 18th Floor 50 S LaSalle St M-12 Boston, MA 02109 Chicago, IL 60603 617 951-5839 312-557-3020 [email protected] [email protected]
Matt McNulty Joshua McIntyre Senior Investment Officer 159 Lexington Street #11 Liberty Mutual Auburndale, MA 02466 175 Berkeley Street (617) 795-0399 Boston, MA 02117 [email protected] (617) 574-5883 [email protected]
Jennifer Megret Edward Merrigan Vice President Director Of Research Ambac Assurance BC Ziegler and Company One State Street Plaza 1185 Ave Of The Americas 32nd Floor New York, NY 10023 New York, NY 10036 (212) 658-7427 212-284-5451 [email protected] [email protected]
Michael S Miller Rich Moche Director Member Bridge Associates LLC Mintz Levin, Cohn, Ferris, Glovsky & Popeo, P.C. 1616 Westgate Circle One Financial Center Brentwood, TN 37027 Boston, MA 02111 615-695-0094 617-348-1696 [email protected] [email protected]
Joy Molack Loren Moran Vice President Portfolio Manager Loomis Sayles & Co Progressive Capital Management 1 Financial Center 3 Parklands Drive Boston, MA 02111 Darien, CT 06820 (617) 346-9766 (203) 656-6023 [email protected] [email protected]
Jeannie Moy Gerard Murray Vice President Managing Director Prudential Financial National Public Finance Guarantee Corp. Two Gateway Center, 3rd Floor 113 King Street Portfolio Surveillance Newark, NJ 07102 Armonk, NY 10504 973.802.7289 (914) 765-3171 [email protected] [email protected]
Gordon Murray Jeffrey Noonan Vice President - Senior Credit Analyst Fixed Income Research Associate Belle Haven Investments MFS Investment Management 1133 Westchester Ave. 500 Boylston Street White Plains, NY 10604 Boston, MA 02116 (973) 900-1388 617-954-5626 [email protected] [email protected]
Stephen O'Connell Thea Okin Senior Vice President Director Putnam Investments FGIC One Post Office Square 125 Park Avenue Boston, MA 02109 New York, NY 10017 (617) 760-1419 (212) 312-3237 stephen_o'[email protected] [email protected]
William Oliver Colin O'Neill SVP President AllianceBernstein Bond Advisors LLC 1345 Avenue Of The Americas Fl 37 21 Locust Ave, Ste 2D New York, NY 10105-0302 New Canaan, CT 06840 212 969-1141 (203) 966-3366 [email protected] [email protected]
Brian Pepe Robert Persico Manager High Yield Municipal Evaluations Analyst Interactive Data Corp Interactivedata 498 7th Ave 19th floor 498 7th Ave new york, NY 10018 New york, NY 10018 212-497-3279 212-497-3311 [email protected] [email protected]
Andrew Pickering Kevin Ponton Chief Risk Officer - Public Finance Senior Research Analyst Assured Guaranty Standish / BNY Mellon 31 W. 52nd St. 27th Floor One Boston Place 30th Floor New York, NY 10019 Boston, MA 02108-4408 (212) 261-5529 617-248-6142 [email protected] [email protected]
Lauren Post Brian Poulter Director, Municipal Credit Group Assistant Vice President Stone & Youngberg LLC Ambac Assurance Corp. One Ferry Building One State Street Plaza San Francisco, CA 94111 New York, NY 10004 415-445-2602 (212) 658-7505 [email protected] [email protected]
Kevin Ramundo Michi Rives Research Analyst Research Analyst Fidelity Investments Fidelity Investments One Spartan Way TS2D One Spartan Way Ts2d Merrimack, NH 03054 Merrimack, NH 03054 (603) 791-6659 704-374-4195 [email protected] [email protected]
David Rosenbaum Michael T. Roye President Director Landrock Capital LLC Columbia Management Group, Inc. 875 N. Michigan Avenue Ste 2550 1 Financial Ctr Chicago, IL 60611 Boston, MA 02111 (312) 794-7867 617 772-3795 [email protected] [email protected]
Kurt Rust Andrew Sanford Senior Research Analyst Analyst Allstate Investments, LLC ITG Holdings, LLC 3075 Sanders Rd Ste G3A 13490 Old Livingston Road Northbrook, IL 60062-7127 Naples, FL 34109-3855 847 402-7137 (239) 514-4484 [email protected] [email protected]
Guy Sansone Debra Saunders Managing Director CEO Alvarez and Marsal Saunders Consulting 600 Lexington Avenue 6th Floor 4-74 48th Ave Atp 30H New York, NY 10022 New York, NY 11109 2127639774.00 917 399 4229 [email protected] [email protected]
Jude Scaglione Jon Schotz Research Analyst Portfolio Manager Columbia Management Saybrook Capital One Financial Center 13th Floor 401 Wilshire Blvd. Ste 850 Boston, MA 02111 Santa Monica, CA 90401 (617) 310-5393 310-899-9200 [email protected] [email protected]
Benjamin Schuler James Schwartz Analyst Managing Director Fidelity Investments BlackRock One Spartan Way Ts2d 800 Scudders Mill Rd Merrimack, NH 03054 Plainsboro, NJ 08536 (603) 791-5790 (609) 282-1784 [email protected] [email protected]
Mary-Kay Sells Regina Shafer VP Assistant Vice President First Southwest Company USAA Investment Management Company 12 Ridge Street 9800 Fredericksburg Rd Trade Rm - A3E Basking Ridge, NJ 07920 San Antonio, TX 78288 (908) 766-7100 210 498-7559 [email protected] [email protected]
Debra Sloan William P. Smith Assistant Deputy Treasurer Partner Partners HealthCare McDermott Will & Emery LLP 101 Merrimac St. 4th Floor 227 West Monroe St. Suite 4400 Boston, MA 02114 Chicago, IL 60606 617-726-5433 312.984.7588 [email protected] [email protected]
Lewis Spence Adam Stern Professor of Practice Research Analyst Harvard Graduate School of Education and Breckinridge Capital Advisors Harvard Kennedy School 200 High Street 25 Concord Square Boston, MA 02110 Boston, MA 02118 617 443 0779 6172364410.00 [email protected] [email protected]
Mark Stockwell Jane Sun Director of Municipal Research Assistant Vice President PNC Capital Advisors MBIA Insurance Corp. 1600 Market Street 113 King Street Philadelphia, PA 19103 Armonk, NY 10504 (215) 585-6927 (914) 765-3798 [email protected] [email protected]
Steve Tisdell William Trauner Principal Investment Officer Bridge Associates LLC State Farm Insurance Companies 1616 Westgate Circle One State Farm Plaza E-8 Brentwood, TN 37027 Bloomington, IL 61710 6153103438 309-766-2371 [email protected] [email protected]
Anne Van Praagh Thierry Valat De Cordova Vice President / Senior Credit Officer Wellington Management Company Moody's Investors Service 75 State St 7 World Trade Center 250 Greenwich Street Boston, MA 02109 New York, NY 10007 617-263-4016 212-553-3744 [email protected] [email protected]
Marc Vincent Michael Walls Managing Director Vice President Redstone Advisors Inc. Waddell & Reed 8100 E 22nd St Bldg 800 6300 Lamar Wichita, KS 67226 Shawnee Mission, KS 66202 (316) 687-2143 913 236-2209 [email protected] [email protected]
Elizabeth Ware Lisa Washburn Senior Research Analyst Managing Director Columbia Management Moody's Investors Service 1 Financial Ctr 13 Flo 7 WTC at 250 Greenwich Street 23rd Floor Boston, MA 02111 New York, NY 10007-2796 617 772-3757 (212) 553-4133 [email protected] [email protected]
Gavin Wilkinson Jeffrey M. Wilson Vice President Managing Director Wells Fargo Corporate Trust Saybrook Capital LLC 625 Marquette Mac #n9311-115 303 Twin Dolphin Dr Ste 600 Minneapolis, MN 55479 Redwood City, CA 94065 612-667-3777 650 632-4522 [email protected] [email protected]
Eric Wise Derek S. Wolff Partner Senior Analyst Gibson Dunn & Crutcher LLP Nuveen Investments 200 Park Avenue 333 West Wacker Drive 30th Floor New York, NY 10166-0193 Chicago, IL 60606 (212) 351-2620 312-917-7927 [email protected] [email protected]
Ben Woo Chris Woodward VP, Director Vice President Riversource Investments Breckinridge Capital Advisors 216 Ameriprise Financial Center 200 High St Minneapolis, MN 55474 Boston, MA 02110 612-678-7536 617-443-0779 [email protected] [email protected]
Robert Yolland Daniel Zaldivar SVP Senior Analyst Franklin Templeton Allstate Investments, LLC One Franklin Parkway 3075 Sanders Road Suite G3A San Mateo, CA 94403 Northbrook, IL 60062 650 312-3023 847-402-8046 [email protected] [email protected]
Scott Zuchorski Vice President Ambac Assurance Corporation One State Street Plaza
New York, NY 10004 (212) 208-3306 [email protected]