July 15-17, 2007
The Barclay InterContinental
New York, New York
National Association of
State Treasurers
2760 Research Park Drive
Lexington, KY 40578-1910
859-244-8175
859-244-8053 (fax)
nast@csg.org
www.nast.org
NAST Issues Conference: Public Funds Management
The 2007 NAST Issues Conference
brought hundreds of state government and private sector financial
experts together for an extremely successful forum on public funds
management. Some of the nation's leading corporate executives and
investment specialists offered their perspectives on issues
including the economy, municipal finance, and globalization. The
Conference provided attendees with a unique opportunity to learn
about these dynamic topics from the people who lead change in the
financial markets.
Immediately preceding the NAST
Issues Conference, CSPN conducted a seminar covering pertinent
topics for state college savings plans administrators. Presentations
from both events are available for viewing below.
© 2007, The Nasdaq
Stock Market, Inc. Reprinted with permission
State Treasurers Lasana Mack (DC), Robin Wiessmann (PA),
Kay Ivey (AL), Tate Reeves (MS), Jonathan Miller (KY), Dawn Marie Sass
(WI), and Ken Wingate (SC) joined officials from the NASDAQ for the
market's closing ceremony in Times Square on Tuesday, July 17, 2007.
Conference
Program
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Saturday,
July 14, 2007 (College Savings Plans Seminar) |
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7:30 - 8:30 a.m. Whitney Room |
Seminar Breakfast | |
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8:30 - 8:40 a.m. Astor Ballroom II |
Welcoming Remarks Jackie Williams, Executive Director, Ohio Tuition Trust Authority & Chair, CSPN |
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8:40 - 10:00 a.m. Astor Ballroom II |
Federal Legislative and Regulatory Update | |
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Moderator: Hon. W. Daniel Ebersole,
Georgia State Treasurer & Chair, NAST/ CSPN Federal Initiatives Task
Force Speakers: |
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James W. C. Canup, Partner, Troutman Sanders
LLP & Chair,
CSPN Corporate Affiliate Advisory Board Susan B. Hirschmann, Partner, Williams & Jensen Elizabeth Varley, SIFMA Vice President for Retirement Policy Len Weiser-Varon, Esquire, Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. |
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10:15 a.m. - 12:00 p.m. Astor Ballroom II |
New Marketing Paradigms for 529 Plans | |
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Moderator: Joan Marshall, Executive
Director, College Savings Plans of Maryland & CSPN Executive Board
Member Speakers: |
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Matt Greitzer,
Director of Search Marketing, Avenue A / Razorfish Mark Hollander, President and Founder of Group 8020 Marion Murphy, Managing Partner, Director of Direct Marketing, MindShare INTERACTION |
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12:00 - 1:00 p.m. Whitney Room |
Seminar Lunch | |
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1:00 - 2:30 p.m. Astor Ballroom II |
Understanding the Media's View of 529 Plans | |
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Moderator: Jackie Williams, Executive
Director, Ohio Tuition
Trust Authority & Chair, CSPN Speakers: |
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Sandra Block, USA Today Personal Finance
Columnist Gail MarksJarvis, Chicago Tribune Personal Finance Columnist and Author |
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| 2:30 - 5:00 p.m. |
Roadmap to Operational Excellence |
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| 2:45-3:45 p.m. | Breakout I | |
| Astor Ballroom II | Program Evaluation | |
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Facilitators: Andrea Feirstein, Managing Member, AKF Consulting LLC Brenda Mathis, Program Director, DC College Savings Plan Raquel Meyer Alexander, Assistant Professor, University of Kansas (Contact Raquel at raquela@ku.edu for information about her presentation) LeAnn Luna, Assistant Professor, University of Tennessee |
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| Astor Ballroom I | Communications to Account Holders | |
| Facilitator: Betty Lochner, Director, Washington Guaranteed Education Tuition | ||
| Whitney Room | Operations | |
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Facilitator: John Stevens, Deputy Director, Tuition Account
Program, Pennsylvania Treasury |
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| 4:00-5:00 p.m. | Breakout II | |
| Astor Ballroom II | Leading Edge Online Security & Privacy Issues | |
| Facilitator: Mary Anne Busse, Managing Director, Great Disclosure LLC | ||
| Astor Ballroom I | Paperless Office/Imaging | |
| Facilitator: Kathleen McGrath, Director, Tuition Account Program, Pennsylvania Treasury & CSPN Treasurer | ||
| Whitney Room | Rollovers | |
| Facilitator: Heidi Jones, Project Manager, Washington Guaranteed Education Tuition | ||
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Sunday,
July 15, 2007 (College Savings Plans Seminar) |
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8:00 - 9:00 a.m. Whitney Room |
Seminar Breakfast | |
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9:00 - 10:30 a.m. Astor Ballroom II |
CSPN Network Relations Committee | |
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12:00 - 1:00 p.m. Whitney Room |
Seminar Lunch | |
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1:30 - 3:00 p.m. Astor Ballroom II |
CSPN Business Meeting | |
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3:00-5:00 p.m. Astor Ballroom |
NAST Business Meeting | |
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6:00 - 7:30 p.m. Whitney Room |
Conference Opening Buffet Reception |
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| Monday, July 16, 2007 | ||
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7:30 - 8:30 a.m. Astor Ballroom |
Conference Breakfast | |
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9:00-10:00 a.m. Whitney Room |
Conference Opening and Welcome Hon. Tate Reeves, NAST President and Mississippi State Treasurer |
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| The Future of Capital Markets | ||
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Speaker:
David P. Warren, Chief Financial Officer,
The NASDAQ
Stock Market, Inc. |
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10:00 - 11:00 a.m. Whitney Room |
Municipal Market Issues | |
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Moderator: Hon. Jeb Spaulding, Vermont State
Treasurer Speakers: Robert Dailey, Managing Director, JP Morgan Chase Richard Kolman, Co-Head Municipal Bond Department, Goldman, Sachs & Co. |
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| 11:00 a.m.- 12:00 p.m. | A Map of the New World: A Treasury Survival Guide | |
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Introduction: Hon. Denise L. Nappier,
Connecticut State Treasurer Speaker: Robert P. Kelly, CEO, The Bank of New York Mellon Corporation |
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12:00 - 1:30 p.m. Astor Ballroom |
Conference Lunch A Rags-to-Riches Story: From Homelessness to Wall Street |
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Speaker: Christopher Gardner, Author of the
autobiography and inspiration behind the movie, The Pursuit of
Happyness |
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2:00 - 3:00 p.m. Whitney Room |
Plenary Session |
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Introduction: Hon. Lynn Jenkins, Kansas State
Treasurer Speaker: Robert W. Scully, Co-President, Morgan Stanley |
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3:30 - 5:00 p.m. Astor Ballroom |
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Moderator: Hon. Tate Reeves, Mississippi State
Treasurer Facilitator: Brant K. Maller, Partner, Pillsbury Winthrop Shaw Pittman LLP Consultant: Susan Crotty, Senior Vice President, Callan Associates Inc. Private Equity: Lee S. Neibart, Senior Partner, Apollo Real Estate Advisors Kenneth C. Whitney, Senior Managing Director, Blackstone Group Kevin J. Conway, Managing Partner, Clayton Dubilier & Rice Inc. Kelly M. Williams, Managing Director, Credit Suisse First Boston John R. Muse, Chairman, HM Capital Partners LLC. Perry Golkin, Member, KKR & Co. LLC., General Partner, KKR & Co. LP. Hedge Funds: Afsaneh Beschloss, President & CEO, Rock Creek Group Eddie Fishman, CFA & Managing Director, D. E. Shaw & Co., LP. Peter Gerlings, Managing Director, K2 Advisors LLC. Alan H. Dorsey, Co-Head of Portfolio Strategy, Lehman Brothers Inc. Charlie Jacklin, President & CEO, Mellon Capital Management Co. Richard C. Perry, Chairman & CEO, Perry Capital LLC. Ernest T. Patrikis, Partner, Pillsbury Winthrop Shaw Pittman LLP. Sean Simon, Co-President, Ivy Asset Management Co. |
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| 5:45 p.m. |
Transportation Departs from
Main Entrance of Hotel |
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6:30 p.m. Snapple Theatre Center |
Conference Reception and Private Showing of the Off-Broadway Show, "The Fantasticks" | |
| Tuesday, July 17, 2007 | ||
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7:30 - 8:30 a.m. Astor Ballroom |
Conference Breakfast | |
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9:00 - 10:00 a.m. |
Globalization: Wall Street to Main Street to the World | |
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Introduction: Hon. Kay Ivey, Alabama State
Treasurer Speaker: Stan ONeal, Chairman & CEO, Merrill Lynch & Co., Inc. |
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10:00 a.m.-11:00 a.m. Whitney Room |
Economic Outlook |
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Introduction: Hon. Randall Edwards, Oregon
State Treasurer Speaker: David Malpass, Chief Economist, Bear Stearns & Co., Inc. |
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11:00 a.m.-12:00 p.m. Whitney Room |
NAST Corporate Affiliate Membership Meeting | |
| 11:45 a.m. |
Treasurers and Treasury Staff depart from the main
entrance of the hotel |
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| 1:00 p.m. | Lunch and Briefing at the New York Stock Exchange (Treasurers Only) | |