On Wednesday, October 23, 2019, BDA held the Fixed Income Legal & Compliance Roundtable, hosted by BDA member firm Quarles & Brady. Over 30 attendees participated in this roundtable at which member firms discussed pressing regulatory and legal issues, shared examination experiences and networked at dinner. Full recap below. Please contact us with any questions or…
Category: Event Recaps
Event Recap: Public Finance Leadership Roundtable October 24th – Chicago, IL
On Thursday, October 24th, the BDA held its Public Finance Leadership Roundtable in Chicago, IL, which was sponsored by Build America Mutual and Lumesis. The Roundtable was attended by over 25 representatives at BDA member firms, which provided a venue for information sharing and discussion on the most recent market and regulatory topics. At the…
Recap: Institutional Fixed Income Roundtable – August 22nd
On Thursday, August 22nd, over 50 fixed income leaders from BDA member firms attended BDA’s Institutional Fixed Income Roundtable at the Ritz-Carlton in Dallas, TX. Attendees heard from taxable and municipal market experts, engaged in active discussions on fixed income market disintermediation, new liquidity providers, market dynamics and trends, issuance expectations, and the buy-side outlook. Following…
EVENT RECAP: BDA Holds Public Finance Leadership Roundtable on June 20th – Chicago, IL
On Thursday, June 20th, the BDA held its Public Finance Leadership Roundtable at Quarles & Brady’s offices located in Chicago, Illinois. The roundtable was attended by over 30 representatives at BDA member firms and was sponsored by Quarles & Brady and Lumesis. The discussion focused on the most recent market and regulatory topics facing middle-market…
RECAP: BDA Fixed Income Market Structure Working Group Fly-in
Monday, June 17, 2019, several members of BDA’s Fixed Income Market Structure Working Group attended a Washington, D.C. fly-in focused on fixed income market disintermediation, business conditions, and specific regulatory issues impacting middle-market and regional broker-dealers. Meetings included SEC Chairman Jay Clayton, FINRA CEO Robert Cook, and MSRB President and CEO Lynnette Kelly, as well as…
Event Recap: BDA Fixed Income Legal & Compliance Roundtable
On Thursday, June 6th, the BDA held its summer Fixed Income Legal & Compliance Roundtable in Washington, DC. Over 20 attendees participated in this year’s event at which BDA member firms discussed current regulatory and compliance topics, shared regulatory examination experiences, and networked at dinner. We also heard directly from senior staff at the MSRB,…
Recap: Retail Fixed Income Roundtable – Hosted in St. Louis by Wells Fargo Advisors
On May 9th, the BDA held its annual Fixed Income Retail Roundtable in St. Louis, Missouri. The event included a networking reception and dinner at Vin de Set sponsored by DPC Data on the evening of Wednesday, May 8th. The roundtable was hosted by Wells Fargo Advisors and was attended by over 35 retail fixed-income…
Recap: BDA’s Annual Sales Manager Roundtable
On Thursday, April 25th the BDA held its annual Fixed Income Sales Manager Roundtable, hosted by FTN Financial in Memphis, Tennessee. The event was attended by sales managers and fixed-income leaders from middle-market firms nationwide and there was an active discussion of the biggest sales-related issues facing middle-market broker-dealers in the fixed-income markets. The roundtable…
BDA Submits Testimony Outlining Priorities to House Ways and Means
Today (April 8, 2019), after consultation with Municipal Bond Committee leadership, the BDA submitted written testimony to the House Committee on Ways and Means in response to their recent hearing titled, “The 2017 Tax Law and Who it Left Behind.” The testimony focused on BDA priorities, including the reinstatement of advance refundings, expansion of PABs, BQ bonds,…
The 2019 National Municipal Bond Summit hosted by the BDA and Bond Buyer Event Recap
The BDA, in partnership with the Bond Buyer, held its Annual National Municipal Bond Summit at the Renaissance Nashville Hotel in Nashville, TN on March 25-27. The Summit offered market leaders the opportunity to meet and network with senior issuers, state and local officials, as well as transaction participants from across the country. The Summit featured…