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Munis & Tech: Capitalizing on Opportunities in 2021

Watch our on-demand webinar to learn more about what we’re watching in the muni space this year, moderated by Chris Ferreri, COO of HTD.

Panelists include

  • Patty Healy, SVP of Research & portfolio manager at Cumberland Advisors
  • Craig Maschmeyer, associate portfolio manager at Goelzer Investment Management
  • John Markowitz, assistant treasurer at Transurban

What’s Coming for Munis in 2021?

As we enter 2021, the municipal bond market is in a good position to recover from the strains of the COVID pandemic, though not without some potential speedbumps.  Portfolio managers are considering many shifting aspects – including the role of cities and business centers as more companies continue working from home, the stimulus package and increasing taxes from the new majority-led administration, and the continued strong demand vs. supply of munis.  However, in order to take advantage of opportunities, muni managers need to accelerate into the future with tech that enables them to take advantages of the opportunities this year provides. 

Join our webinar to hear leading muni experts discuss how to re-think your muni investment process and gain an advantage in the market.  

Discussion topics include

  • How the impact of COVID, working from home, and the pandemic recovery will affect munis this year.
  • Why muni investors need to reconsider their approach to technology and data to capitalize on market opportunities.
  • How to approach portfolio optimization in a year that offers incredible potential in conjunction with many new government unknowns.

Panelists

Below, find our esteemed panelist lineup, all of whom share expertise within the fixed income space, specifically as it pertains to munis. Click on headshots to view panelists’ bios.

chris ferreri headshot

Chris Ferreri

COO, HTD
Moderator

patty healy headshot

Patty Healy

SVP of Research & portfolio manager, Cumberland Advisors

Craig Maschmeyer

Associate portfolio manager, Goelzer Investment Management

John Markowitz headshot

John Markowitz

Assistant treasurer, Transurban

Chris Ferreri

Chris Ferreri is an electronic brokerage pioneer with over 35 years of experience in business development, product positioning, systems design, development, and deployment. Chris is best known for his leadership in financial market evolution and for his capacity to analyze, strategize, educate, and advocate for changes at the firm-wide, nationwide, and even global markets-wide levels.

The trading model that he helped to design and deploy remains the predominant trading platform for the interdealer fixed income market across the globe. He has held senior executive positions at ICAP, is a recognized market leader, a mentor at Columbia University’s Master of Science in IT Management and has served for three terms as the Chairman of the Wholesale Markets Brokers Association, Americas.

He is currently the President of RW Smith & Associates and the Chief Operating Officer of Hartfield, Titus & Donnelly, leaders in the Municipal Securities Broker’s Broker space.

Patty Healy

Patty Healy serves as SVP of Research. She provides integral market and individual credit research and insight while serving as a member of the team managing the fixed income strategies. Patty joined the firm in 2016. She was most recently senior director for Bayern LB, where she oversaw the public finance portfolio as well as the firm’s tender option bond liquidity program. Patty has experience at the credit rating agencies, at Standard & Poor’s where she focused on utilities and at Fitch where she focused on infrastructure and later financial guaranty companies. She has experience in all sectors, with a keen interest and expertise in water and wastewater financing issues.

Patty contributes to water industry discussions and is active in the public finance community, participating in conferences and in committee positions. Her comments have appeared in the New York Times, the Philadelphia Inquirer, and WalletHub. She was co-chair of the National Federation of Municipal Analysts committee to update recommended best practices in disclosure for the water and sewer sector.

Patty holds a B.S. in finance from the State University of New York at New Paltz and she is a holder of the Chartered Financial Analyst (CFA) designation. She belongs to the CFA Institute, and the CFA Societies of New York and Tampa Bay.   She is a member of the National Federation of Municipal Analysts and is an at large board member of the Southern Municipal Finance Society.

Craig Maschmeyer

Craig Maschmeyer is an associate portfolio manager at Goelzer Investment Management. He manages over $150 million in municipal bonds to help successful families and institutions Dream, Invest, and Live. Previously, Craig acted as an investment advisor for state and local governments working to both issue bonds and invest bond proceeds.

Craig holds a bachelor’s degree in finance from Ball State University and spends his free time playing soccer and studying for CFA exams.

John Markowitz

John Markowitz is assistant treasurer for Transurban helping to manage treasury, corporate finance, accounting, and FP&A functions for Transurban’s North American assets and operations. He plays key roles in structuring, negotiating, and financing managed toll lane developments and bid submissions from project inception and construction, through operation.

John previously served as treasurer at the Massachusetts Bay Transportation Authority, the oldest and fifth-largest mass transit agency in the country. Before that John worked at MassDevelopment managing infrastructure bond programs and at Stifel as VP of Public Finance underwriting infrastructure bonds (tax increment and special assessment financings) for municipalities across the country to stimulate economic development and redevelopment.

John is a frequent speaker on infrastructure and transportation finance. He holds a BA in Political Science from the University of Virginia.