What did you learn in 2020?  Was it mastering Zoom or that you hate/love working remotely?  Did you pick up a new hobby or re-learn algebra to help your kids?  Congratulations on your new skills, but let’s be honest, you did it because you had no choice. How did working from home affect your investment process and decision-making?  Was investment performance affected by these changes?  These are just a few of the important questions that this panel will attempt to answer.    

In this session, you will hear what industry colleagues and a special guest from U.S. Treasury learned in 2020.  Hear how they adapted to the new realities and what new tools they are using to survive and thrive in this environment.   It is our hope that this session will help us all learn that we are not alone and that NFMA colleagues and friends are ready to help.  Let’s work smarter and not harder! 

Moderator:  John M. Murphy, Director Municipal Investor Relations – PFM/Munite

Speakers:  Greg Saulnier, Managing Analyst, US Municipal Bonds, Refinitiv (TM3/MMD) or Peter Franks, Senior Analyst, US Municipal Bonds, Refinitiv (TM3/MMD); Patricia M. Healy, CFA, Senior Vice President of Research and Portfolio Manager, Cumberland Advisors;  Brian Olson, Desk Analyst, RBCCM; William Kannel, Bankruptcy Section Head, Mintz Levin;  Melissa Moye, Director, Office of State and Local Governments, US Treasury

Complimentary registration is a benefit of NFMA membership. The link to the replay is posted on the Webinars page (accessible to NFMA members).