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forum99_agenda

MSRB - FORUM ON LAND-SECURED DISCLOSURE

MSRB

FORUM ON LAND-SECURED DISCLOSURE

September 14, 1999 in Washington, DC
September 15, 1999 in Houston, Texas
September 16, 1999 in Costa Mesa, California

Preliminary Program Schedule*
9:30 a.m. – 9:45 a.m. Introduction
  • Scott C. Sollers, Managing Director and Chairman, Stone & Youngberg, LLC
    Chairman, Municipal Securities Rulemaking Board
9:45 a.m. – 10:30 a.m. Presentation of National Federation of Municipal Analysts’ Draft "Best Practices for Land-Secured Disclosure"
  • Fritz Goss, Co-Chair, National Federation of Municipal Analysts Disclosure Subcommittee on Land Secured Finance, Director, MuniFinancial
  • Ron Mintz, Co-Chair, National Federation of Municipal Analysts Disclosure Subcommittee on Land Secured Finance, Director of Research, Stone & Youngberg, LLC
10:30 a.m.– 11:45 p.m. The Role of Developers in Providing Disclosure—A Discussion of How to Achieve "Best Practices" with a Practical Focus on Current Practices and Controversies
  • David A. Doomey, Assistant Superintendent Facilities Planning, Capistrano Unified School District (Costa Mesa)
  • Ann E. Eppinger, Managing Director, Prager, McCarthy & Sealy (DC)
  • Charles W. Fish, Chairman and Chief Executive Officer, Charles Fish Investments Inc. (Costa Mesa)
  • John V. Guthrie, Director of Finance, City of San Jose, California (DC and Houston)
  • Cliff L. Kavenaugh, Senior Vice President, First Southwest Company (Houston)
  • Bill Oliver, Senior Vice-President, Alliance Capital Management (DC)
  • John R. Orrick Jr., Linowes and Blocher LLP, (DC)
    •
  • Fredric A. Weber, Partner, Fulbright & Jaworski L.L.P. (Houston)
  • John P. Yeager, Partner, Hewitt & McGuire, LLP (Costa Mesa)

MODERATOR: Stephen E. Heaney, Managing Director, Stone & Youngberg LLC

 
11:45 a.m. – 1:15 p.m.

Luncheon

  • Speaker - Paul Maco, Director, Office of Municipal Securities, Securities & Exchange Commission
    Discussion of Good Disclosure Practices and the Impact in the Primary and Secondary Markets
1:15 p.m. – 2:15 p.m. Appraisal Methodologies, Absorption Analyses, Valuation Methods, and Lien Calculations—A Discussion of How To Best Represent Value In Land-Secured Financing Transactions
  • Nathan S. Betnun, Legg Mason Wood Walker, Inc. (DC)
  • Peter F. Dennehy, Managing Director, The Meyers Group (DC and Houston)
  • James B. Harris, President and Principal, Harris Realty Appraisal (Costa Mesa)
  • Joseph Janczyk, President, Empire Economics (Costa Mesa)
  • Susan McCormack, Putnam Investment Mgmt. Inc. (DC and Houston)
  • Scott Owens, Vice-President, Franklin Templeton Group (Costa Mesa)
  • Chris Stallings, Senior Managing Director, CB Richard Ellis (Houston)
  • Oakleigh J. Thorne, Principal, Thorne Consultants (DC)
  • William D. (Danny)Tyler, Partner, Nabors, Giblin & Nickerson, P.A. (DC)

MODERATOR: Lawrence G. Rolapp, President and Managing Principal, Feldman, Rolapp & Associates (Houston)                         Timothy J. Schaefer, Principal, Fieldman, Rolapp & Associates (DC and Costa Mesa)

 
2:15 p.m. – 3:00 p.m. Issues Involving Dissemination of Disclosure Information—Timing, Frequency and Format of Disclosure
  • Rick Ashburn, Managing Director, MuniFinancial (Costa Mesa)
  • Peter McStravick, Deputy Controller, City of Houston (Houston)
  • Gary Moyer, Senior Vice President, Severn Trent Environmental Services (DC)
  • Ed Nahmias, Vice-President, Capital Research Co. (DC and Costa Mesa)
  • Samuel A. Sperry, Orrick, Herrington & Sutcliffe, LLP (DC, Houston and Costa Mesa)
  • Linda Thomason, Deputy County Executive Officer, Riverside County (DC, Houston and Costa Mesa)

MODERATOR: Thomas F. Walsh, Senior Vice President, Franklin Templeton Group

 
3:00 p.m. – 3:45 p.m. Questions and Answers: Roundtable Discussion of National Federation of Municipal Analysts’ Draft "Best Practices for Land-Secured Disclosure"

MODERATORS: Fritz Goss and Ron Mintz, Co-Chairs, National Federation of Municipal Analysts Disclosure Subcommittee on Land-Secured Finance

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* Please note that this is a preliminary program schedule. Additional forum speakers will be announced at a later date.

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