NATIONAL FEDERATION OF MUNICIPAL ANALYSTS
ADVANCED SEMINAR ON REAL ESTATE BACKED BONDS
JANUARY 26 – 27, 2012
LIST OF REGISTRANTS
Jay Abrams Gregory Aikman FMSbonds, Inc. BNY Mellon Wealth Management Chief Municipal Credit Analyst VP The FMS Building 4775 Technology Way One Boston Place 7th Fl 024-0071 Boca Raton, FL 33431 Boston, MA 02108-4402 (561) 893-6115 (617) 722-7168 [email protected] [email protected]
Scott Andreson Todd Anson Hartford Investment Management Company Common Bond Capital Partners, LLC SVP & Head of Municipal Bond Research Managing Director 55 Farmington Ave 720 Glorietta Blvd Hartford, CT 06105 Coronado, CA 92118 (860) 297-6833 619-319-5319 [email protected] [email protected]
Lee Arnold Evan Arrowsmith T. Rowe Price George K. Baum & Co. Credit Analyst VP 100 E. Pratt St 1400 Wewatta St Ste 800 Baltimore, MD 21202 Denver, CO 80202 410-345-2480 (303) 391-5483 [email protected] [email protected]
Christina Ashmore Jon Barasch Raymond James and Associates Interactive Data Corp Assoc. Muni Desk Analyst Director 880 Carillon Parkway 100 Church St, 11th fl St. Petersburg, FL 33716 New York, NY 10007 727-567-2896 (212) 497-3266 [email protected] [email protected]
Vincent Barberio Scott Bayliss Fitch Ratings Saybrook Capital Managing Director Managing Director One State St Plaza 401 Wilshire Blvd #850 New York, NY 10004 Santa Monica, CA 90401 (212) 908-0505 310-899-9200 [email protected] [email protected]
Thomas Bell Douglas Benton Assured Guaranty Cavanal Hill Investment Management Director VP/Senior Municipal Credit Manager One Market, 1550 Spear Tower 333 W. Campbell Ste 130 San Francisco, CA 94105 Richardson, TX 75080 415-995-8050 214576-0814 [email protected] [email protected]
Dan Berger Thomas Berry Thomson Reuters Nuveen Investments Senior Municipal Strategist Senior Research Analyst 3 Times Square - 18th Fl 333 W Wacker Dr 30th Fl New York, NY 10036 Chicago, IL 60606-1286 646-223-4396 312-917-8017 [email protected] [email protected]
Peter Bianchini Gregg Bienstock Mesirow Financial Lumesis, Inc. Managing Director, Senior Municipal Strategist Co-Founder 150 California St Ste 2000 333 Ludlow St Ste 803, South Tower San Francisco, CA 94111 Stamford, CT 06908 415-623-7220 203.274.8611 [email protected] [email protected]
Zachary Bishop Jason Black D.A. Davidson & Co. Fundamental Advisors VP VP 1600 Broadway Ste 1100 745 Fifth Ave FL 30 Denver, CO 80220 New York, NY 10151 (303) 764-5759 212-205-5000 [email protected] [email protected]
Daniel Bleck Warren Bloom Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. Greenberg Traurig Member Attorney-at-Law One Financial Center 450 S. Orange Ave. Ste 650 Boston, MA 02111 Orlando, FL 32801 617.348.4498 407-420-1000 [email protected] [email protected]
Jonathan Brandon Lina Brandow Mesirow Financial Municipal Bond Analyst VP 55 Undercliff Rd 150 California St Ste 2000 Millburn, NJ 7041 San Francisco, CA 94111 646337-0442 415-623-7224 [email protected] [email protected]
Mark Capell Christopher P. Chafizadeh Assured Guaranty National Public Finance Guarantee Director Managing Director One Market 1550 Spear Tower 113 King St San Francisco, CA 94105 Armonk, NY 10504 415-995-8023 914 765-3447 [email protected] [email protected]
Andrew Chintz Gregory Clark National Public Finance Guarantee Corporation Concordia Advisors, LLC Director Senior Municipal Credit Analyst 113 King St 1350 Ave of the Americas Ste 3202 Armonk, NY 10504-1610 New York, NY 10019 (914) 765-3308 (212) 389-6310 [email protected] [email protected]
Steve Cochrane Natalie R Cohen Moody's Analytics Wells Fargo Securities, LLC Managing Director Managing Director 121 North Walnut St Ste 500 375 Park Ave West Chester, PA 19380 New York, NY 10152 610-235-5114 212-214-8014 [email protected] [email protected]
Michael Comes Sussan Corson Cumberland Advisors Standard & Poor's Research Analyst Director 614 Landis Ave 55 Water St 38th Fl Vineland, NJ 08360 New York, NY 10041 800.257.7013 x 313 212-438-2014 [email protected] [email protected]
Rachel Cortez Joseph Crowley Moody's Investors Service De La Rosa & Co. VP/Senior Analyst SVP 100 North Riverside Plaza Ste 2220 10866 Wilshire Blvd., Ste 1650 Chicago, IL 60606 Los Angeles, CA 90024 (312) 706-9956 (310) 207-1975 [email protected] [email protected]
Kelly Cruse William Delahunty McDonnell Investment Management, LLC Eaton Vance Mgmt Sr. Research Analyst VP 1515 West 22nd St, 11th Fl Two International Place Oakbrook, IL 60523 Boston, MA 02110 630-684-8629 617 672-8461 [email protected] [email protected]
Jason Diefenthaler Robert Doty Wasmer Schroeder & Co, Inc AGFS SVP, Portfolio Manager President 600 Fifth Ave, South STE 210 1721 Eastern Ave Ste 4 Naples, FL 34102 Sacramento, CA 95864-1745 239.263.6877 916 483-7378 [email protected] [email protected]
Jim Doyle Roy Eappen Assured Guaranty Wells Fargo Securities Municipal Credit Officer Sr Associate 31 West 52nd St 25th Fl 375 Park Ave New York, NY 10019 New York, NY 10152 212 339-3462 (212) 214-8045 [email protected] [email protected]
Patrick Early Julie Egan Wells Fargo Advisors Community Capital Management Chief Municipal Analyst SVP and Portfolio Manager 1 N Jefferson Mail Code H0004-061 13850 Ballantyne Corporate Place Ste 500 St. Louis, MO 63103 Charlotte, NC 28277 (314) 955-2576 704.887.5272 [email protected] [email protected]
Courtney Eudaly Matt Fabian Belle Haven Investments Municipal Market Advisors Credit Analyst 544 Riverside Ave 1133 Westchester Ave Westport, CT 6880 White Plains, NY 10604 203-226-2398 (203) 629-3323 [email protected] [email protected]
Suzanne Finnegan Patrick Flanagan Wells Fargo Bank, NA Fannie Mae EVP Portfolio Risk Manager 1050 Green Level to Durham Rd 3900 Wisconsin Ave NW Cary, NC 27519 Washington, DC 20016-2892 (919) 469-1368 202.752.1073 [email protected] [email protected]
Sheelagh M Flanagan Barbara Flickinger Assured Guaranty National Public Finance Guarantee Managing Director Managing Director 1 Market St 1550 Spear Tower 113 King St. San Francisco, CA 94105 Armonk, NY 10504 415 995-8009 (914) 765-3705 [email protected] [email protected]
Mary Francoeur Alexander Fraser Assured Guaranty Corp Standard & Poor's Managing Director Managing Director 31 W. 52nd St 27th Fl 500 N Akard Ste 3200 New York, NY 10019 Dallas, TX 75201 (212) 408-6051 (214) 871-1406 [email protected] [email protected]
Eric Friedland Richard Froelich Schroders Investment Management New York City HDC Head of Municipal Credit Research COO, EVP, General Counsel 875 Third Ave. 212 854 3414 New York, NY 10022 [email protected] 212-641-3815 [email protected]
Dana S. Fusaris Eileen Gallagher Fundamental Advisors, LP Stone & Youngberg Managing Director Managing Director 7887 East Belleview Ave Ste 1250 One Ferry Building, Ste 275 Englewood, CO 80111 San Francisco, CA 94115 720-279-7560 415-445-2311 [email protected] [email protected]
Daniel Gangwish Alexis Garson Guggenheim Securities Common Bond Capital Partners, LLC Managing Director Analyst 100 Wilshire Blvd 11th Fl 720 Glorietta Blvd Santa Monica, CA 90401 Coronado, CA 92118 310-526-2073 619-319-5319 [email protected] [email protected]
Scott Gates Gordon Gendler Wells Fargo Wells Fargo Bank, N.A. Analyst VP 45 Fremont St 29th Fl 625 Marquette Ave S Mac N9311-115 San Francisco, CA 94105 Minneapolis, MN 55479 415644-3206 (612) 667-8154 [email protected] [email protected]
Douglas Gibbs Robin Ginsburg Invesco Raymond James Senior Analyst Managing Director 1 Parkview Plz Ste 100 125 Half Mile Rd, Ste 207 Oakbrook Terrace, IL 60181 Red Bank, NJ 07701 630 684-6099 732-788-7093 [email protected] [email protected]
Charles Giordano Paul R. Glassman Fitch Ratings Stradling Yocca Carlson and Rauth Senior Director Shareholder One State St Plaza 100 Wilshire Blvd. Ste 440 New York, NY 10004 Santa Monica, CA 90401 212-908-0607 (424) 214-7021 [email protected] [email protected]
Lisa Good Terry Goode NFMA Wells Capital Management Executive Director Senior Portfolio Manager Po Box 14893 525 Market St. 10th Fl Pittsburgh, PA 15234 San Francisco, CA 94105 (412) 341-4898 415-396-2292 [email protected] [email protected]
Sid Goudie Richard Grattan Williams Jones & Assoc. Wells Fargo Bank Associate SVP 717 Fifth Ave 1021 East Cary St MAC R3529-071 New York, NY 10022 Richmond, VA 23219 212-935-8757 (804) 697-7328 [email protected] [email protected]
Paul Greaves James Han Debtwire Kayne Anderson Rudnick Managing Editor Trader 11 West 19th St 2nd Fl 1800 Ave Of The Stars 2nd Fl New York, NY 10011 Los Angeles, CA 90067 646-378-3194 (310) 284-5519 [email protected] [email protected]
Betsy Harkins Judith Harvey NFMA George K. Baum, Inc. Administrative Manager SVP P O Box 14893 6608 Naomi Drive Pittsburgh, PA 15234 Minneapolis, MN 55439 412.341.4898 952-944-1004 [email protected] [email protected]
Kjerstin Hatch Francenia (Frannie) Heizer Lapis Advisers, LP McNair Law Firm, P.A. Managing Principal Bond Attorney 353 Sacramento Ste 740 Post Office Box 11390 San Francisco, CA 94111 Columbia, SC 29211 (415) 376-6286 (803) 799-9800 [email protected] [email protected]
Thomas Hickman Bradley Hill TS Bank Seven One Inc Risk Analyst President 15 E. Main St. P.o. Box A 910 Lenora St S501 Treynor, IA 51575 Seattle, WA 98121 (712) 487-0369 206441-2926 [email protected] [email protected]
Virginia Housum Bill Huck Wells Fargo Bank Common Bond Capital Partners VP President and CEO 625 Marquette, 11th Fl MAC #N9311-115 720 Glorietta Blvd Minneapolis, MN 55479 Coronado, CA 92118 (612) 667-7337 (619) 319-5319 [email protected] [email protected]
Lynn Hutchins Jennifer Johnston Goldfarb & Lipman LLP Franklin Templeton Partner VP/Analyst 1300 Clay St 11th Fl One Franklin Parkway Oakland, CA 94612 San Mateo, CA 94403 510-836-6336 (650) 312-3675 [email protected] [email protected]
Mary Rose Kaddo Jason Kissane Syncora Guarantee Inc National Public Finance Guarantee Corp. AVP Managing Director One Worldwide Plaza 825 8th Ave 100 Spear St Ste 1750 New York, NY 10019 San Francisco, CA 94105 (212) 478-3620 (415) 352-3052 [email protected] [email protected]
Jason Kosty Jeff Kovala MFS Investment Management Columbia Management Investment Officer Municipal Bond Analyst 500 Boylston St., 23rd Fl 216 Ameriprise Financial Center Boston, MA 02116-3740 Minneapolis, MN 55474 617 954-5931 612-678-8015 [email protected] [email protected]
Amy Laskey Sandra Letourneau Fitch Ratings Eaton Vance Mgmt Managing Director VP One State St Plaza 28th Fl Two International Place New York, NY 10004 Boston, MA 02110 212 908-0568 617 672-8496 [email protected] [email protected]
Dean Lewallen Bud Littman AllianceBernstein Investments Western Asset VP, Municipal High-Yield Credit Analyst Analyst 1345 Ave of the Americas, 37th FL 620 Eigth Ave New York, NY 10105 New York, NY 10018 (212) 969-6288 212-601-6084 [email protected] [email protected]
Timothy Maniccia Lisa May Policy Innovation George K Baum & Co Founder First Vice President 126 State St. 5th Fl 1400 Wewatta St Ste 800 Albany, NY 12207 Denver, CO 80202 (518) 465-6017 (303) 391-5434 [email protected] [email protected]
J. Nick Mclaughlin David Mealy First Western Capital Management Urban Analytics LLC VP & Assistant Portfolio Manager Principal 1900 Ave of the Stars Ste 900 582 Market St Ste 1002 Los Angeles, CA 90067 San Francisco, CA 94104 310400-2941 (415) 781-2800 [email protected] [email protected]
Edward Merrigan Joyce Miller BC Ziegler and Company BMO Capital Markets GKST Director Of Research Managing Director 1185 Ave Of The Americas 32nd Fl 115 South LaSalle, 37th Fl New York, NY 10036 Chicago, IL 60603 212-284-5451 312-845-2068 [email protected] [email protected]
Ron Mintz Pedro Miranda The Vanguard Group Squire, Sanders & Dempsey (US) LLP Principal Partner 100 Vanguard Blvd V-31 200 S. Biscayne Blvd. Ste 4100 Malvern, PA 19355 Miami, FL 33131 (610) 669-5329 (305) 577-7707 [email protected] [email protected]
Rich Moche Robert Moore Mintz Levin, Cohn, Ferris, Glovsky & Popeo, P.C. Radian Asset Assurance Member Consultant One Financial Center 335 Madison Ave Boston, MA 02111 New York, NY 10017 617-348-1696 212-984-9264 [email protected] [email protected]
Jessalynn Moro Julie Morrone Fitch Ratings Rosemawr Management, LLC Managing Director Principal One State St Plaza 156 West 56th St. Ste. 2005 New York, NY 10004 New York, NY 10019 212-908-0608 212-286-9474 [email protected] [email protected]
Alda Mostofi, CFA Jeannie Moy Standard & Poor's Prudential Financial Associate VP 1 Market St. Steaurt Twr 15th Fl Two Gateway Center, 3rd Fl San Francisco, CA 94105 Newark, NJ 07102 (415) 371-5061 973.802.7289 [email protected] [email protected]
Kevin Mulshine Eric Nelmark MBS Capital Markets, LLC Sit Investment Associates, Inc. Senior Trader Research Analyst 8583 Strawberry Lane 80 South Eighth St Ste 3300 Longmont, CO 80503 Minneapolis, MN 55402 (303) 652-0205 (612) 359-2598 [email protected] [email protected]
Douglas E Nelson Cody Noll Waddell & Reed Fundamental Advisors AVP Associate 6300 Lamar Ave 745 Fifth Ave FL 30 Shawnee Mission, KS 66202 New York, NY 10151 (913) 236-3745 212-205-5000 [email protected] [email protected]
Stephen O'Connell Michael J O'Connor Putnam Investments Standard & Poor's Securities Evaluations, Inc SVP Director One Post Office Square 55 Water St 45th Fl Boston, MA 02109 New York, NY 10041 (617) 760-1419 (212) 438-4407 stephen_o'[email protected] michael_o'[email protected]
William Oliver Daniel Petrush Alliancebernstein Thornburg Investment Management SVP Assistant Portfolio Manager 1345 Ave Of The Americas Fl 37 2300 N Ridgetop Rd New York, NY 10105-0302 Santa Fe, NM 87506 212 969-1141 505-467-7185 [email protected] [email protected]
Andrew Porges Lauren Post National Public Finance Guarantee Corporation Stifel Financial Corp. VP Director, Municipal Credit Group 100 Spear St Ste 1750 One Ferry Building San Francisco, CA 94105 San Francisco, CA 94111 415-352-3068 415-445-2602 [email protected] [email protected]
Chad Rach Laura Radcliff Capital Research Company Stifel Nicolaus VP SVP - Public Finance 11100 santa monica Blvd Ste 1500 501 N. BRdway santa monica, CA 90025 St. Louis, MO 63102 310-996-6395 314-342-2153 [email protected] [email protected]
Wendy Rader Yaffa Rattner Union Bank Piper Jaffray VP Managing Director 3105 Stonegate Drive 345 Park Ave 13th Fl Alamo, CA 94507 New York, NY 10167 925 324 5728 212-284-9307 [email protected] [email protected]
Chip Reilly Karen Ribble Syncora Guarantee Inc. Fitch Ratings Managing Director, Head of Public Finance and Senior Director Project Finance Surveillance 650 California St 4th Fl 135 West 50th Strett, 20th Fl. San Francisco, CA 94108 New York, NY 10020 (415) 732-5611 (212) 478-3576 [email protected] [email protected]
Michael Rinaldi Michi Rives Fitch Ratings Fidelity Investments Senior Director Research Analyst One State St One Spartan Way TS2D New York, NY 10004 Merrimack, NH 3054 (212) 908-0833 603 791 3137 [email protected] [email protected]
Bill Rizzo David Rodriguez National Public Finance Guarantee Corp. Saybrook Capital Director VP, Senior Research Analyst 113 King St 401 Wilshire Blvd #850 Armonk, NY 10504 Santa Monica, CA 90401 914-765-3897 310-899-9200 [email protected] [email protected]
Amanda Rosenblum Scott Rosenblum Assured Guaranty Wasmer, Schroeder & Company Analyst Research Analyst One Market 1550 Spear Tower 600 Fifth Ave South Ste 210 San Francisco, CA 94105 Naples, FL 34108 (415) 995-8059 (239) 262-7617 [email protected] [email protected]
Kurt Rust P. Miyoko Sato Allstate Investments, LLC Mintz Levin Senior Research Analyst Partner 3075 Sanders Rd Ste G3A One Financial Center Fl 40 Northbrook, IL 60062-7127 Boston, MA 2111 847 402-7137 (617) 348-1896 [email protected] [email protected]
John Schorle Jon Schotz Invesco Saybrook Capital 1 Parkview Plaza Portfolio Manager Oakbrook Terrace, IL 60181 401 Wilshire Blvd. Ste 850 (630) 684-6547 Santa Monica, CA 90401 [email protected] 310-899-9200 [email protected]
Janie Sechrest Ruben Selles Southwest Securities Radian Asset Assurance Inc. SVP VP 2600 Michaelson Ste 740 335 Madison Ave. Irvine, CA 92612 New York, NY 10017 949-717-2000 (212) 984-9135 [email protected] [email protected]
Josh Sherman Jamie Shilling Wells Fargo Wells Fargo Bank NA Credit Analyst SVP 1700 Lincoln St. 8th Fl 550 California St 10th Fl Denver, CO 80465 San Francisco, CA 94104 (303) 863-5955 415-396-9457 [email protected] [email protected]
Lisa Shirley Howard Sitzer Franklin Templeton Bank of America Securities - Merrill Lynch VP/Research Analyst Director One Franklin Pkwy One Bryant Park 15th Fl San Mateo, CA 94403 New York, NY 10036 (650) 312-5937 (646) 743-1472 [email protected] [email protected]
Gene Slater Scott Smith CSG Advisors Incorporated CSG Advisors Incorporated Chairman VP 1 Post St, Ste 2130 1 Post St, Ste 2130 San Francisco, CA 94104 San Francisco, CA 94104 (415) 956-2454 415-956-2454 [email protected] [email protected]
Gilbert Southwell III Steven Spears Wells Capital Management California HFA VP Chief Deputy Director 100 Heritage Reserve [email protected] Menomonee Falls, WI 53051 (414) 359-3776 [email protected]
Matthew Stephan Mandy Stewart Standard & Poor's Franklin Templeton Investments Rating Analyst Research Analyst 225 Franklin St. FL15 One Franklin Parkway Boston, MA 02110 San Mateo, CA 94403 (617) 530-8316 650-312-4788 [email protected] [email protected]
Mark Stockwell Andy Struckhoff PNC Capital Advisors Municipal Fixed Income PGAV Planners Director Of Municipal Research Associate Director 1600 Market St 200 N BRdway Ste 1000 Philadelphia, PA 19103 St. Louis, MO 63102 (215) 585-6927 (314) 231-7318 [email protected] [email protected]
Andrew Teras William Trauner Standard and Poor's State Farm Insurance Companies Associate Investment Officer 225 Franklin St 15th Fl One State Farm Plaza E-8 Boston, MA 02110 Bloomington, IL 61710 (617) 530-8315 (309) 766-2371 [email protected] [email protected]
Robert Tucker Ryan Volpe Assured Guaranty S&P Evaluations Managing Director Pricing Analyst 31 West 52nd St 27th Fl 55 Water St 45th Fl New York, NY 10019 New York, NY 11580 212-339-0861 212-438-4414 [email protected] [email protected]
John Wagner Lisa Washburn Kutak Rock Municipal Market Advisors Partner Managing Director 1650 Farnam St One Main St Ste 202 Omaha, NE 68102-2186 Chatham, NJ 07928 402) 346-6000 (973) 665-7000 [email protected] [email protected]
Tom Weyl Dennis Whittaker Barclays Capital ARVEST Asset Management Director VP 745 Seventh Ave 11331 Arcade Drive New York, NY 10022 Little Rock, AR 72212 212-526-0751 501-379-7685 [email protected] [email protected]
James Wilhelm John Williams American Campus Communities, Inc Syncora Guarantee Inc. EVP Managing Director 12700 Hill Country Blvd Ste T-200 135 W. 50th St Austin, TX 78738 New York, NY 10020 (512) 732-1000 (212) 478-3575 [email protected] [email protected]
Jeffrey M. Wilson Jonathan Woloshin Saybrook Capital LLC UBS Managing Director Executive Director 303 Twin Dolphin Dr Ste 600 Lincoln Harbor 800, 1000, 1200 Lincoln Harbor Blvd Redwood City, CA 94065 Weehawken, NJ 07086 650 632-4522 [email protected] [email protected]
Florence Zeman Moody's Investors Service SVP 7 World Trade Center @ 250 Greenwich St New York, NY 10007 212 553-4836 [email protected]