As a follow-up to last December's rating agency presentations, the Rhode Island Treasurer's Office is holding another ratings-related issuer education conference.
Date: Monday, July 16, 2018 Time: 1:45 p.m. - 4:15 p.m. Place: New England Tech Media Presentation Theatre 1 New England Tech Blvd, East Greenwich, RI 02818
This session will focus on rating agency relationship best practices, including: issuers' perspectives on establishing relationships with the rating agencies; examples of key rating presentation elements & follow-up; and an investor's perspective on issuers' communication with the market and adequacy of disclosure.
Attendees will have the opportunity to hear directly from representatives from national rating agencies, financial advisory firms, an institutional investor, an underwriter and Rhode Island Treasury.
We encourage municipal employees from across Rhode Island, including mayors, finance directors, CFOs, finance directors, as well as employees of quasi-public corporations, to attend.
1:45 - 2:00 Arrival and Registration
2:00 - 2:15: Treasurer Magaziner Welcome and Brief Remarks
2:15 - 3:45: Panels
Panel A: Best Practices - Rating Agency Relationships and Investor Communication • Sarah Thompson - Analyst, Fidelity Investments. • Tom Huestis - Senior Managing Director, Public Resources Advisory Group. • Frank Quinn - Director of Debt Management, Office of General Treasurer.
Panel B: Best Practices - Rating Agency Presentations; Views From Financial Advisors and Underwriters • Victor Medeiros - Director, S&P and Joseph Manoleas, Moody's. • Bill Fazioli - Director, PFM and Adam Krea -Hilltop Securities. • Vivian Altman, Head of Public Finance, Janney Montgomery Scott.
3:45 - 4:00 Question & Answer Session
4:00 - 4:15: Networking
This meeting is open to the public, but space is limited. If you or a member of your team would like to reserve space, please RSVP to Francis.Quinn@treasury.ri.gov.