PhAMAS

Panel Discussion

Wednesday,February 26, 2020

New Frontiers of Data Analysis

Date: Wednesday, February 26, 2020

Time:  3:00 – 5:00

Location:  
Janney Montgomery Scott
1717 Arch Street, 20th Floor
Philadelphia, PA 19103

Details:

Municipal analysts are increasingly interested in the potential of new and emerging data and technology tools. In this session, you'll learn about:

- Research efforts using Natural Language Processing (NLP) to identify risks in municipal disclosure

- Developments in fully machine-readable structured muni data.

Together, these trends stand to offer powerful new ways to access and utilize data and better understand municipal risk.

**Please note that this event is closed to the press.**

Presenters:

Mark Schmidt, CFA, Vice President Municipal Research at Morgan Stanley.
Liz Sweeney, President, Nutshell Associates LLC, and member, Standard Government Reporting Working Group

Mark Schmidt, CFA is a Vice President in Morgan Stanley’s Research Department.  He is a member of the Municipal Fixed Income Strategy Team, which has been recognized by Institutional Investor’s All-America Fixed Income Research poll, as well as Smith’s Research & Gradings.  As a Municipal Strategist, he analyzes market trends and data, conducts credit analysis, and writes research publications for client and firm use.  He has also contributed to the firm’s Public Policy research efforts, with an emphasis on tax reform.  Prior to joining the Research Department, he worked as a bond specialist for Morgan Stanley Wealth Management. 

Liz Sweeney was formerly managing director and criteria officer for US public finance at S&P Global. She is now President of Nutshell Associates, a municipal advisory, risk management, and credit training firm based in Baltimore. She is also on the faculty at Georgetown University's business school, a board member of the University of Maryland Medical System, and a member of the Standard Government Reporting working group, a collaborative industry-wide effort to bring machine readable standards and user-friendly technology to reporting by local, state, and federal governments. 

Cost: $25 members; $75 non-members; state, local, municipal officials (please check with your state & organization rules), and students can attend for free by emailing Ken Weinstein at [email protected].

Registration: You can RSVP and make your payment using the PayPal button below. Please indicate the name of the person you are paying for if applicable.

Are you a member of PHAMAS?

Member $25.00 USD Not a Member $75.00 USD

Name of Person Attending

Organization

The Philadelphia Area Municipal Analyst Society (PhAMAS) is a not-for-profit association with members located in the Philadelphia region, including southern New Jersey, Delaware and Maryland.