Disclosure

Disclosure

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Session Details

Date: Wednesday, October 22

Time: 2:10 pm - 3:00 pm ET

1 CPE credits

The purpose of disclosure is to help investors assess the rewards and risks associated with municipal bonds after their initial issuance, creating a line of communication between an issuer and an investor of municipal bonds. It is the issuer’s responsibility to ensure consistent and accurate disclosure information regarding financial health, bond value, and repayment timelines. Investors appreciate careful attention to the quality and timing of those disclosures. Attend this session to get a comprehensive overview of the different types of disclosure documents and requirements and a one-on-one discussion between an issuer and an investor on what works, what doesn't work and walk away with several best practices to keep that line of communication open. 

Speakers

  • Dave Sanchez

    Director, Office of Municipal Securities, U.S. Securities and Exchange Commission

  • Olyvia E. Jarmoszka

    Director of Debt Management, Cook County Illinois

  • Molly Shellhorn

    Managing Director, Senior Research Analyst, Municipal Fixed Income Team, Nuveen Asset Management

  • Emily S. Brock

    Director, Federal Liaison Center, Washington, DC