RESEARCH and EDUCATION
Sage Conference: Perspectives on the Future (Austin, TX)
September 24th-26th, 2003
- Dr. Donald J. Boyd, Rockefeller Institute
"Candid Analysis of the Challenges Threatening Municipal Finances"- Donald Boyd is Director of the Fiscal Studies Program which conducts studies of state and local taxes and expenditures. Prior to coming to the Institute, Boyd spent 16 years analyzing state and local fiscal issues. His previous positions include director of the economic and revenue staff for the New York State Division of the Budget and director of the tax staff for the New York State Assembly Ways and Means Committee. Boyd holds a Ph.D. in Managerial Economics from Rensselaer Polytechnic Institute in Troy, New York.
- Dr. Donald J. Boyd
- The Rockefeller Institute of Government
- www.rockinst.org
- Adrien LaBombarde, Milliman USA
- "Asset/Liability Matching as a Strategic Finance Tool"
- Adrien LaBombarde is a principal and consulting actuary for Milliman USA in Houston. He joined the firm in 1986 to launch Milliman’s Employee Benefits Research Group in Washington, D.C. He has over 20 years of extensive experience in research and analysis of pensions and other employee benefits, specializing in the development and application of decision making tools and solutions for employee benefit programs. He advises consultants, employers, and governmental agencies on a wide range of topics including pension nondiscrimination and coverage rules, pension funding requirements, and practical solutions for complex employee benefit problems.
- Adrien LaBombarde
- The Rockefeller Institute of Government
- www.milliman.com
- Joseph Mysak, Jr., Bloomberg
- "Four Things to Worry About in the Muni Bond"
- Joe Mysak writes a weekly column on the municipal finance industry for Bloomberg News. He focuses on the state and local level from rating agencies to various forms of municipal financing. Mysak joined Bloomberg in 1999 from Grant's Municipal Finance and had been the editor and publisher of The Bond Buyer. He is the author of several books, most recently The Handbook for Municipal Bond Issuers in 1998. Mysak holds a bachelor’s degree from Columbia College.
- Joseph Mysak, Jr.
- Bloomberg Business News
- www.bloomberg.com
- Edward “Ted” Siedle, The Benchmark Companies
- "Fiduciary Responsibility: A Review of Emerging Trends and Developments"
- Ted Siedle is the owner of The Benchmark Companies. Mr. Siedle is a federal securities attorney, investment banker, brokerage entrepreneur and writer, who has been featured in The New York Times, The Wall Street Journal, Pensions and Investments, and Institutional Investor. Over the past decade, he has founded and managed investment banking and brokerage firms offering specialized services to municipalities, pension funds and money mangers. He holds a J.D. from Boston College Law School.
- Edward “Ted” Siedle
- Benchmark Financial Services
- www.benchmarkalert.com
- Dr. Frank Sortino, Pension Research Institute
- "The Evolution of Portfolio Management"
- Frank Sortino is finance professor emeritus from San Francisco State University and Director of the Pension Research Institute. He writes a quarterly analysis of mutual funds for Pensions and Investments Magazine and co-authored a book on “Managing Downside Risk in Financial Markets” with Professor Stephen Satchell at Cambridge University. Dr. Sortino serves on the Advisory Board of The Foundation for Fiduciary Studies. His current research is focused on quantitative programs to assist high net worth investors and 401k participants. He received his MBA from U.C. Berkeley, and a Ph.D. in Finance from The University of Oregon.
- Dr. Frank Sortino
- Pension Research Institute
- www.sortino.com
- Pamela Stumpp, Moody’s Investors Service
- "Credit Developments in North America: Beyond the Inflection Point"
- Pamela Stumpp is the Managing Director and Chief Credit Officer of the U.S. Corporate Finance Group of Moody’s Investors Service in New York. She serves as the Senior Ratings Committee Chair and Portfolio Manager with broad management oversight for ratings quality within the U.S. Corporate Finance Group. She previously was a Managing Director at The Chase Manhattan Bank where she was responsible for debt restructurings and loan workouts. She holds an MBA from New York University’s Graduate School of Business Administration.
- Pamela Stumpp
- Moody’s Investors Service
- www.moodys.com