Current Topics in Tax-Exempt Finance
Friday, October 21, 2011, Seaport Boston Hotel
WELCOME AND OPENING REMARKS
— Gregory P. Bialecki, MassDevelopment Board of Directors, Chair
KEYNOTE ADDRESS
— Jeffrey Fuhrer, Federal Reserve Bank of Boston, Executive VP and Senior Policy Advisor
STATE OF THE MARKET
Moderator:
— Lyle Lawrence, MassDevelopment
Panel:
— Frank Vitiello, Barclays Capital
— Matthew Kirschner, Morgan Stanley
— Mark Liff, BofA Merrill Lynch
— James Dearborn, Columbia Management
POST ISSUANCE COMPLIANCE
Moderator:
— Steve Chilton, MassDevelopment
Panel:
— Bruce Serchuk, Nixon Peabody
— Barbara Hunt, KPMG
— Barbara Kroncke, McCarter English
— James Held, Internal Revenue Service
EXECUTIVE ROUNDTABLE
Moderator:
— Jami Loh, MassDevelopment
Panel:
— Lori Abrams Berry, Lynn Community Health Center
— William Grigg, Southcoast Health System
— Jeffrey Solomon, Worcester Polytechnic Institute
ALTERNATIVE WAYS OF APPROACHING THE MARKET: WHAT’S NEW?
Moderators:
— Deborah Boyce, MassDevelopment
— Benny Wong, MassDevelopment
Panel:
— John Mannila, People’s United Bank
— George Nicholson, JPMorgan Chase
— Beth Veasey, J.P. Morgan
— Blake Cullimore, Standard & Poor’s





