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Leadership. Responsibility. Growth. Sustainability.
Program in partnership with the National Association of State Treasurers (NAST) Foundation
About
Empowering the Nation’s Top Public Finance Leaders
Public Treasury Management Program
Partnership with the NAST Foundation
NASBA CPE Sponsor
Curriculum
Faculty and Speakers
Advisory Boards
Board of Trustees
Academic Advisory Board
Investments and Pensions Advisory Board
Public Finance and Debt Management Advisory Board
Executive Treasury Management Advisory Board
Contact
Register
Celebrating 10 Years of Empowering Public Finance Leaders | July 20–23, 2025 | Pepperdine University | Malibu, CA
Celebrating 10 Years of Empowering Public Finance Leaders | July 20–23, 2025 | Pepperdine University | Malibu, CA
Register
About
Empowering the Nation’s Top Public Finance Leaders
Public Treasury Management Program
Partnership with the NAST Foundation
NASBA CPE Sponsor
Curriculum
Faculty and Speakers
Advisory Boards
Board of Trustees
Academic Advisory Board
Investments and Pensions Advisory Board
Public Finance and Debt Management Advisory Board
Executive Treasury Management Advisory Board
Contact
About
Empowering the Nation’s Top Public Finance Leaders
Public Treasury Management Program
Partnership with the NAST Foundation
NASBA CPE Sponsor
Curriculum
Faculty and Speakers
Advisory Boards
Board of Trustees
Academic Advisory Board
Investments and Pensions Advisory Board
Public Finance and Debt Management Advisory Board
Executive Treasury Management Advisory Board
Contact
Jake Abbott
Investment Officer, San Bernardino County Employees’ Retirement Association (SBCERA)
Anthony Bassili
Head of Asset Allocators, Coinbase International
Thomas Beadle
President, NAST Board of Directors
Treasurer, State of North Dakota
Larissa Belova
CIO, UBS
Vineer Bhansali
Founder, CIO, LongTail Alpha
Rachel Biar
Deputy State Treasurer for Savings Programs, State of Nebraska
Young Boozer
Faculty Lead, Executive Treasury Management
Treasurer, State of Alabama
Lee Borsai
Co-Founder, Wave Digital Assets
Gavin Boyles
Deputy Treasurer, State of Vermont
Peter Braffman
Managing Director, GCM Grosvenor
Michael Brakebill
CIO, Tennessee Department of Treasury
Gregory Brown
Faculty Lead, Investments and Pensions
Executive Director, Kenan Institute of Private Enterprise; Sarah Graham Kenan Distinguished Professor of Finance, UNC Kenan-Flagler Business School
Wesley Bull
Founder and CEO of Sentinel Resource Group (SRG)
Julie Burger
Co-head of Public Finance, Wells Fargo
Elizabeth Caldas
Deputy CIO, Rhode Island Department of Treasury
Alicia Callanan
Deputy Treasurer, Iowa State Treasurer's Office
Jeff Chanay
Assistant State Treasurer/General Counsel, Office of Kansas State Treasurer
Andréa Comer
Chief of Staff, Connecticut State Treasury
William R. Daley
Managing Director, Public Sector & Infrastructure Banking, Goldman Sachs
Fernando Diaz
Chief People & Financial Product Officer, Office of the Illinois State Treasurer
Sara Dube
Director, Fiscal and Economic Policy, The Pew Charitable Trusts
Mike Elio
Partner, StepStone Group
Daniel Elliott
Treasurer, NAST Board of Directors
Treasurer, State of Indiana
Nicholas J. Elward, Sr.
Senior Vice President, Managing Regional Director, Natixis
Rachael Eubanks
Senior Vice President, NAST Board of Directors
Treasurer, State of Michigan
Andrea Feirstein
Chair, Executive Treasury Management
Managing Director, AKF Consulting Group
Kristen Fontana
Director, Head of Public Finance Credit Strategy, Co-Head of Municipal Sustainable Finance, Wells Fargo Securities
Barry Ford
Chief Program Officer, Oregon State Treasury
Michael Frerichs
Immediate Past President, NAST Board of Directors
Treasurer, State of Illinois
Dominic Garcia
Chief Pension Investment Strategist, CBRE
Stacy Garrity
Treasurer, Commonwealth of Pennsylvania
Charlie Giffin
Managing Director, Head of Public Finance, J.P. Morgan
Laura Glenn
Senior Director of Investment Services, Public Trust Advisors
Deborah B. Goldberg
State Treasurer and Receiver General, Commonwealth of Massachusetts
Jonathan Grabel
CIO, Los Angeles County Employees Retirement Association (LACERA)
Corey Grant
Chief Operations Offier, Michigan Department of Treasury
Josh Haeder
Treasurer, State of South Dakota
Matthew Hage
Director and Portfolio Manager, MacKay Shields
Derek Hansel
Chief Financial Officer, Bay Area Toll Authority
Kevin Healy
Dan Heflin
Partner, Co-CEO, and Co-CIO, Torchlight
Daniel Heimowitz
Director of Credit and Retail Strategies, RBC Capital Markets
Rick Hindman
Deputy Executive Director, Iowa Public Employees Retirement System
Samuel Hull
Vice President, Plenary Americas
Kyle Jeffers
CIO, ACORE Capital
Steven Johnson
Treasurer, State of Kansas
Claiborne Johnston
Managing Director, Head of Americas Real Assets Private Capital Markets, Morgan Stanley
Sharmila Kassam
Fellow, AIF Institute
Pete Keliuotis
Executive VP & Head of Alternatives Consulting, Callan
Shoaib Khan
CIO, New Jersey Division of Investment
Megan Kilgore
City Auditor, City of Columbus, Ohio
Rob Kochis
Managing Director, The Townsend Group
Clemens Kownatzki
Faculty Lead, Investments and Pensions
Assistant Professor of Finance and Associate Dean‚ Academic Programs, Graziadio Business School, Pepperdine University
Emily Kowtoniuk
Director of Policy & Legislative Affairs, Massachusetts Treasurer & Receiver General
Mike Krems
Partner, Pan-Alts, Aksia
Raelan Lambert
President, RMRL & Co.
Bryan Lewis
Chief Investment Officer, United States Steel Corporation
Roscoe Lewis
Finance Manager, Iowa Treasurer's Office
Cameron Lochhead
Managing Director and Global Head, PGIM
Doug Logigian
Co Managing Partner & President, Kennedy Lewis Investment Management
Brant Maller
Chair, Investments and Pensions
Founder and CEO, AIF Global
Gary Mangiofico
Academic Chair, Executive Treasury Management
Executive Professor of Organizational Theory and Management and MS in Organization Development Academic Director Pepperdine Graziadio Business School
Kevin Marchetti
Chief Credit Officer, Man Varagon
Andrew Messer
Vice Chair, Investments and Pensions
Executive Director, AIF Global and the AIF Institute
Abha Mohla
Director, Market Regulation (Legal), Municipal Securities Rulemaking Board
Laura Montoya
Treasurer, State of New Mexico
Nicole Munchbach
Assistant Controller, Commonwealth of Massachusetts
Mary Murphy
Project Director, Fiscal and Economic Policy, State Fiscal Health, Pew Charitable Trusts
Justin Muzinich
CEO, Muzinich & Co; Former U.S. Deputy Secretary of the Treasury
Ashley Nabors
Assistant Treasurer, Financial Empowerment
Eric Naisbitt
Chief of Staff, North Carolina Department of State Treasurer
David Natelson
Government Solutions Vice President, Fiserv
George Naughton
Deputy Treasurer, State of Oregon
Hector Negroni
Chair, Public Finance and Debt Management
Founder and CEO, Foundation Credit
Jeffrey R. Nipp
Senior Vice President, Segal Marco Advisors
Veronica Oganovich
Chief of Human Resources, Illinois State Treasurer's Office
Ruth Pan
Co-Head of National Infrastructure and West Region, Goldman Sachs
Abraham Park
Academic Chair, Public Finance and Debt Management
Senior Associate Dean Academic Affairs and Associate Professor of Finance Pepperdine Graziadio Business School
Heidi Pease
SVP Head of Special Operations, Wave Digital Assets
Anthony (Tony) Pecore
SVP & Director, Digital Asset Management, Franklin Templeton
Joseph Perry
Treasurer, State of Maine
Andrea Phelan
Managing Director and Product Management, Data Solutions and Services (DSS), BNY
Tom Reardon
Co-Head of North America, PSG Equity
Christine Reynolds
Partner, Public Finance Department, Orrick
Rebecca Ruff
Director, Debt Management, Maryland State Treasurer's Office
Todd Russ
Treasurer, State of Oklahoma
Erick Russell
Faculty Lead, Public Finance and Debt Management
Treasurer, State of Connecticut
Dave Sanchez
Director, Office of Municipal Securities, U.S. Securities and Exchange Commission
Andrew Sawyer
Former CIO, Maine Public Employees Retirement System
Chris Schiavone
Head of Private Credit Strategies, 400 Capital Management
Ford Scudder
Former State Treasurer, State of New Jersey
John Skjervem
CIO, Utah Retirement Systems
Samuel Smalls
Manager of Treasury & Debt Management, Metropolitan Water District of Southern California
Shaun Snyder
CEO, National Association of State Treasurers
Zachary Solomon
Executive Director, Co-Head of Public Finance Investment Banking, Morgan Stanley
Elizabeth Steiner, M.D.
Treasurer, State of Oregon
Thomas J. Stipanowich
William H. Webster Chair in Dispute Resolution
Jason Suggs
CEO, Orange Reef Sustainable Business Results; Fractional Executive
Michael Troncoso
Of Counsel, Robbins Geller Rudman & Dowd LLP
Vivian Tsai
Managing Director, Head of Relationship Management, TIAA Education Savings
Kirsten Van Ry
Chief of Staff, Nevada State Treasurer's Office
Jonathan Wackrow
Managing Director, Sentinel Resource Group; Former U.S. Secret Service Special Agent, CNN Law Enforcement Analyst
Melissa Waller
Executive Program Director, National Institute of Public Finance
President, AIF Global and the AIF Institute
Ben Watkins
Director, Division of Bond Finance, State of Florida
Greg Whipple
Director, Public Funds Solutions
Jordan Wilcox
Responsible AI Governance and Risk Leader, Ascensus
Ash Williams
Vice Chair, J.P. Morgan Asset Management; Former Executive Director and CIO, Florida State Board of Administration
Karyn Williams
CIO, North America, Zurich Global Investment Management
Brian Wilson
Chief of Staff and Deputy State Treasurer, State of Mississippi
Jeremy Wolfson
Chief Investment Officer at Los Angeles Department of Water and Power
Shawn T. Wooden
Partner, Chief Public Pension Strategist, Client and Product Solutions in Greenwich, Apollo; Former Treasurer, State of Connecticut
Marc Young
Partner and Co-Chief Investment Officer, Torchlight Investors
Alexander Zaman
Head of Transportation Banking and Urban Development, Morgan Stanley