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Syllabus* 

Updated 1/9/2021

*(Dates, Topic, Speaker subject to change)


Date   Topic  Speaker Firm 

 February 2nd

Tuesday

 Investing Today for Your Tomorrow with Municipal Bonds

 James Corcoran

Senior Vice President

 Wells Fargo Advisors

 February 9th,

Tuesday

 The Issuers Perspective

 Patrick McCoy

Director of Finance

 Metropolitan Transportation Authority

 February 11th,

Thursday

Navigating the Buy Side 

 Nisha Patel

Director Portfolio Manager

James Welsh

Portfolio Manager

Colleen Meehan

Fund Manager

 Parametric Portfolio Associates


Principal Global Investors


The Dreyfus Corporation 

 February 23rd, Tuesday  Rating Municipal Bonds

 Oscar Padilla

Associate Director

 S&P Global Ratings
 February 25th, Thursday  Environmental, Social and Governance (ESG) Investing

 Dana Villanova

Executive Director

 IHS Markit

 March 2nd,

Tuesday

 Post Issuance Compliance - Arbitrage Rebate and Yield Restriction

 Takashi Iwata

Managing Director

 Hawkins Delafield & Wood

 March 9th,

Tuesday

 Bond Insurance

 Lenny Lasek

Vice President of Public Finance 

 Assured Guaranty Corporation

 March 11th,

Thursday

 Primary Market/Underwriting

 Brian Wynne

Managing Director

 Glen Balanoff

Executive Director 

 Morgan Stanley


Morgan Stanley


 March 18th,

Thursday

 Secondary Market/Trading

 Robert Massari

Director

 Sumridge Partners

 March 23rd,

Tuesday

Analyzing Macro Factors and Media Reports 

 John Hallacy

President 

 John Hallacy Consulting 

The Municipal Bond Club of New York

P.O. Box 2141
Radio City Station
New York, NY 10101-2141


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