Join us at The 4th Annual Summit on Taxable and Tax-Exempt Municipal Bonds! This year's market-driven agenda highlights best approaches for overcoming credit challenges, employing performance analysis, and thriving in the new world of Build America Bonds. Expert speakers will also share actionable tactics for using technology to enhance operational efficiency and navigate SEC 2A7.

The Reality

Given the sunset provision to Bush's tax policy and Obama's likely 3% tax hike for individuals earning more than two hundred thousand dollars annually, the demand for tax exempt investment products is undoubtedly on the rise. However, the municipal bonds market is confronted by significant credit transparency issues and increased defaults at the state and local levels. To succeed, leading Municipal Bond Traders and Portfolio Managers must not only overcome these challenges, but also leverage proven strategies for employing performance analysis to highlight profitable approaches, and build taxable munis into the greater portfolio.

Keynote and Featured Speakers

The Future of Taxable and Tax-Exempt Muni-Bonds in America Stephen Winterstein Managing Director PNC Capital Advisors, LLC Viewing Muni Bonds in a Global Economic Context Sean Flannery Fellow - Weatherhead Center for International Affairs HARVARD UNIVERSITY Partner HARRISON FIDUCIARY GROUP

"Crossover" Trading Between Tax-Exempt and Taxable Munis Anthony Criscuolo Director of Relationship Management STANDISH MELLON ASSET MANAGEMENT Key Perspectives from the Municipal Bond Issuer Kathleen Warner District Director for Congressman Jim Himes STATE OF CONNECTICUT Straight Talk on Tax-Exempt Munis and BABs Jim Lebenthal Sr. Author LEBENTHAL ON MUNIS

The Panel Discussions
Assembled at this event are 20+ municipal bond investors and industry leaders from elite financial institutions to share view points and best practices in interactive panel discussions. Join them as they address...

The Networking
World Research Group recognizes the importance of capturing new opportunities, strategies and connections. We are delighted to offer extended networking breaks throughout the conference. We are serious in ensuring that your time at this conference is a great investment.

Discounts Available
We offer both group rates and other discounts. Register today by calling 800-647-7600 or 781-939-2500 to reserve your place - we look forward to greeting you personally in New York City!

For more information or to register, please contact the World Research Group toll free by phone at (800) 647-7600 or via e-mail at info@worldrg.com.