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June 8-10, 2009
Inn of the Hills Resort & Conference Center
1001 Junction Highway
Kerrville, Texas 78028
Phone: (830) 895-5000
Agenda
Monday, June 8
| 7:30 a.m. |
Morning Coffee |
| 8:00 a.m.-5:00 p.m. |
Registration |
| 8:30 a.m. |
Opening General Sessions
Presiding: The Honorable Sharon Reynolds, Brazoria County Treasurer |
| 8:30 a.m. |
"Legislative Update"
Mr. Paul Emerson, State Financial Analyst, Texas Association of Counties |
| 9:20 a.m. |
"Government Bailout of Fannie Mae and Freddie Mac-Recent Developments"
Mr. Sanford Leeds, Red McCombs School of Business Faculty, University of Texas at Austin |
| 10:10 a.m. |
Break |
| 10:40 a.m. |
"The Eyes of the External Auditor are Upon You"
Ms. Julia Petty, AERS Director, Deloitte & Touche, LLP |
| 11:30 a.m. |
Lunch (on your own) |
| 1:00 p.m. |
"Hard Times "
Mr. David Boone, American Beacon Advisor, Dallas |
| 1:50 p.m. |
"Economic Assessment and Fixed Income Outlook"
Mr. William E. Ehling, CFA, Vice President and Client Portfolio Manager, Federated Investors, Pittsburgh |
| 2:40 p.m. |
Break |
| 3:10 p.m. |
"The Debt Underwriting Process"
Mr. Terry Thornton, Vice President, Goldman Sachs & Company, Houston |
| 4:00 p.m. |
"Stimulus Plan Impacts Municipal Bonds"
Mr. Edwin Harrison, Harris County Director of Finance, Houston |
Tuesday, June 9
| 7:30 a.m. |
Morning Coffee |
| 8:30 a.m. |
"What Happens When A Bank is Taken Over by the FDIC"
Mr. Jerry M. Fain, Regional Analyst, Division of Resolution and Receiverships, Dallas |
| 9:20 a.m. |
"Leveraging of America"
Mr. J. David Miller, PhD, Lecturer, Dept. of Finance, McCombs School of Business, University of Texas at Austin |
| 10:10 a.m. |
Break |
| 10:40 a.m. |
"Investment Strategies in the Current Interest Rate Enviroment "
Mr. Scott Waltmon, Vice President, Raymond James & Associates, Houston |
| 11:30 a.m. |
Lunch (on your own) |
| 1:00 p.m. |
"Explanation of the Yield Curve and How the Economy Affects the Yield Curve"
Mr. David McLeroy, Vice President, Raymond James & Associates, Houston |
| 1:50 p.m. |
"How Does TCDRS Invest Your Retirement Money?"
Mr. Paul Williams, Texas County and District Retirement System, Austin |
| 2:40 p.m. |
Break |
| 3:10 p.m.-4:50 p.m. |
"Ethics and Professionalism in a Changing World-No Right Way to do a Wrong Thing"
Mr. Mark Warren, Training Consultant, Texas Association of Counties |
Wednesday, June 10
| 7:30 a.m. |
Morning Coffee |
| 8:30 a.m. |
"Texas Public Funds Investment Act Update"
Mr. Clay Binford, Attorney, Fulbright & Jaworski L.L.P., San Antonio
Mr. Carey Troell, Senior Counsel, Fulbright & Jaworski, L.L.P., San Antonio |
| 9:20 a.m. |
"Issuing Depository Request for Proposal "
Ms. Susan Anderson, CEO, Anderson Financial Management, Austin |
| 10:10 a.m. |
Break |
| 10:40 a.m. |
"How Do You Benchmark Your Portfolio?"
Honorable Suzanne Kucera, CIO, Retired Matagorda County Treasurer |
| 11:30 a.m. |
Lunch (on your own) |
| 1:00 p.m. |
"Automated Clearing House (ACH) Popularity Creates a Need for Fraud Prevention "
Mr. Charles Schuchardt, Executive Vice President, Frost Bank, San Antonio |
| 1:50 p.m. |
"Letters of Credit-Revisited"
Mr. Steve Otto, Director of Member Sales, Federal Home Loan Bank of Dallas |
| 2:40 p.m. |
Break |
| 3:10 p.m. |
"Collateral"
Mr. Van Carter, Vice President, Frost Bank, San Antonio |
Conference Adjourned
*agenda subject to change
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