November 20-21, 2008
Renaissance Houston Hotel
6 Greenway Plaza
Houston, Texas
(713) 629-1200
Educational Co-Sponsor: Lyndon B. Johnson School of Public Affairs, University of Texas at Austin
Agenda
Thursday, November 20
| 7:30-10:00 a.m. |
Registration Open |
| 8:15 a.m. |
Welcome |
| 8:30-9:20 a.m. |
“Internal Controls and Risk” Rodney Noble |
| 9:20-9:40 a.m. |
Break |
| 9:40-10:30 a.m. |
“Evaluating Depository/Banking Proposals/Reviewing RFP” Ben Arvizu |
| 10:30-11:30 a.m. |
“Recent Developments in the Municipal Bond Market - Down Grading of Insurance” Panel Discussion: Steve Murray, Mal Fallon, Edwin Harrison |
| 11:30-1:00 p.m. |
Lunch - on your own |
| Concurrent Sessions |
| 1:00-1:50 p.m. |
|
Advanced Track |
“Discussion of Floating and Variable Rate Securities” Steve Albert |
Basic Track |
“Working with Brokers or Investment Managers-How to Find the Right Broker” Susan Anderson |
| 1:50-2:40 p.m. |
|
Advanced Track |
“Case Study of Florida’s Investment Pool” Scott McIntyre |
Basic Track |
“Nuts & Bolts of the Texas Public Funds Act” Clark Lord |
| 2:40-3:10 p.m. |
Break |
| 3:10-4:00 p.m. |
|
Advanced Track |
“Best Practices in Recordkeeping for Arbitrage Rebate” Shelley Weiske |
Basic Track |
“Historical Relationship Between the Bond Market and the Stock Market” Robert Ross |
| 4:00-4:50 p.m. |
|
Advanced Track |
“Investing in the Commodity Markets” Ehud Ronn |
Basic Track |
“Consumer Confidence” Howard LeDet |
| 5:00-7:00 p.m. |
Reception |
Friday, November 21
| 8:30-9:20 a.m. |
“Public Finance ” Robert Henderson |
| 9:20-9:40 a.m. |
Break |
| 9:40-10:30 a.m. |
"Reviewing a Bank's Financials (Detailed)” Sanford Leeds |
| 10:35-11:30 a.m. |
"Economic Forecast" Adriana Fernandez |
| 11:30-11:45 a.m. |
Closing remarks, conference adjourns |
*agenda subject to change