8:45 am 9:00 am Introduction
Christopher Taylor,
Executive Director, Municipal Securities Rulemaking Board
Ann Gillespie, Executive Director, Continuing Care
Accreditation Commission
9:00 am 9:30 am Presentation
of National Federation of Municipal Analysts Draft
Recommended Best Practices in Disclosure for Long-Term Care/Senior
Living Debt
Steve
Hiatt, Franklin Templeton Investments
Jerome Solomon, Bear, Stearns & Co. Inc.
9:30 am 10:15 am What To Tell
The Market Debating the Content of Disclosure
Ernesto
Lanza, Municipal Securities Rulemaking Board (Moderator)
Lawrence Bradshaw, Asbury Services, Inc.
Steve Fillebrown, New Jersey Health Care Facilities
Financing Authority
Thalia Meehan, Putnam Investment
10:30 am 11:15 am When and How to Tell
the Market Discussing the Timing and Method
of Disseminating Disclosure Information
Charles
Emrich, Legg Mason Wood Walker, Inc. (Moderator)
Gail Kohn, Collington Care Services
Marie Pisecki, BB&T Capital Markets
Karen Szerszen, Allstate Insurance Company
11:15 am Noon
Debating the Legal Issues Surrounding Disclosure
Dean Pope, Hunton & Williams
(Moderator)
Maureen Cafferty, Presbyterian Homes of New Jersey
Martha Haines, Office of Municipal Securities,
Securities & Exchange Commission
William Scott, Nixon Peabody LLP
Tom Weyl, Eaton Vance Management Company
Noon 12:30 pm
Question and Answer Roundtable Discussion
Alan Polsky, Dougherty & Company (Moderator)
Steve Fillebrown, New Jersey Health Care Facilities
Financing Authority
Steve Hiatt, Franklin Templeton Investments
Gail Kohn, Collington Care Services
Dean Pope, Hunton & Williams
