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3rd Annual CHEFA Client Conference

Wednesday, November 4, 2015
8:00 a.m. - 12:30 p.m.

Sheraton Hartford South Hotel 
100 Capital Blvd, Rock Hill, CT 

8:00-8:25- Registration and Breakfast -
8:25-8:30WelcomeJeanette W. Weldon, Executive Director
8:30-9:15Credit Market Trends and OutlookJohn Lonski
Chief Financial Markets Economist
Moody’s Analytics
9:15-10:00Everything You Ever Wanted To Know About
Allocation And Accounting, But Were Afraid
To Ask - A Primer on How To Use Certain
IRS Treasury Regulations To Your Best
Advantage
Michela Daliana, Partner, Tax Counsel
Hawkins, Delafield & Wood LLP
10:00-10:15- Break - 
10:15-11:15Bank Direct Purchases -
Alternative Financing Structures to Consider
Jeremy Bass, Managing Director
Public Financial Management, Inc.   

Dev Talvadkar, First Vice President
George K. Baum & Company

11:15-12:15The Next America:
Demographic Change in the 21st Century

Paul Taylor, Lecturer on demographic
change and author of  
The Next America: 
Boomers, Millennials and the
Looming Generational Showdown

12:15-12:30Closing RemarksJeanette W. Weldon, Executive Director