Upcoming webcast
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Webinar Series: Perspectives on Treasury and Capital Markets in the COVID-19 Crisis

When

Where

Online

Following the enthusiastic reception of our webinar with rating agency representatives on April 14, Kaufman Hall’s Treasury & Capital Markets practice group is pleased to announce a webinar series that will give you a variety of “through the lens of” looks at key issues in liquidity management, credit management and debt capacity, compliance, and capital markets. Register once to be enrolled in all webinars in this series. 
  

 

Part 1: Liquidity Management
April 28  | View Recording
We will discuss how hospitals and health systems are planning for additional liquidity formation, as well as the eventual unwinding of liquidity tapped to date (including funds received from federal programs). 

Speakers include:

  • Brad Bond, University Hospitals Health System, Vice President – Treasury
  • Dan Majka, Kaufman Hall, Managing Director
  • Geoff Stenger, Kaufman Hall, Senior Vice President

The discussion will be moderated by Robert Turner and Eric Jordahl, Managing Directors in Kaufman Hall's Treasury and Capital Markets practice.

Part 2: Rating Agency Update
May 5 | View Recording
We will continue the discussion with representatives from Fitch, Moody’s, and Standard & Poor’s. What have we learned since April 14?

Panelists include:

  • Suzie Desai, Senior Director, S&P Global Ratings
  • Lisa Goldstein, Associate Managing Director, Moody’s Investors Service
  • Kevin Holloran, Senior Director, Fitch Ratings

The discussion will be moderated by Eric Jordahl and Terri Wareham, Managing Directors in Kaufman Hall’s Treasury & Capital Markets practice.

Part 3: The Now, Near and Far of Invested Asset Management 
May 12 | View Recording
This webinar will look through the lens of investment advisory and outsourced chief investment officer perspectives to provide helpful observations regarding invested asset portfolios and strategies in these COVID-19 market conditions.

Speakers:

  • Meggan O'Shea, CFA, Partner at Pavilion (a Mercer practice)
  • Carolyn Tavares, Lead Portfolio Manager at Goldman Sachs

Moderators:

  • Eric Jordahl, Kaufman Hall, Managing Director
  • David Ratliff, Kaufman Hall, Senior VP

Part 4: The Now, Near and Far of Debt Financing
May 19 | View Recording
This webinar will look through the lens of underwriters and institutional investors to provide helpful observations regarding accessing external debt capital in markets that have been impacted by COVID-19.

Speakers:

  • Robin Fisher, Franklin Templeton
  • Robert Servas, J.P. Morgan Securities
  • Frances Pak, J.P. Morgan Securities

Moderators:

  • Eric Jordahl, Kaufman Hall, Managing Director
  • Terri Wareham, Kaufman Hall, Managing Director

Part 5: Rating Agency Update
June 2 | 10 am PT / 1 pm ET
The Rating Agencies return to continue the discussion on the effects of COVID-19.

Panelists include:

  • Suzie Desai, Senior Director, S&P Global Ratings
  • Lisa Goldstein, Associate Managing Director, Moody’s Investors Service
  • Kevin Holloran, Senior Director, Fitch Ratings

The discussion will be moderated by Eric Jordahl and Terri Wareham, Managing Directors in Kaufman Hall’s Treasury & Capital Markets practice.

Unable to join the webinars live? Register anyway and we'll provide a link to the recordings after each webinar is complete.