Because of a volatile business environment and constant regulatory changes, it’s vital for Public Finance Professionals -- Underwriters, Bankers, Municipal Advisors, and Compliance Professionals – and Sales and Trading professionals to have efficient access to comprehensive data relevant to pricing new issues and assessing secondary market trades. In this on-demand webinar, Muni market experts [...]
Examining the Muni Sector’s Accelerated Adoption of TechnologyOlivia Durr2022-01-18T10:43:09-05:00
Watch The Bond Buyer's discussion on how the municipal market participants are using technology in an industry that often lags behind. Experts Unmesh Bhide, CFA, chief product officer and co-founder of PricingDirect, Lumesis CEO Gregg Bienstock and Munite/PFM director of municipal investor relations John M. Murphy join moderator Lynn Funk, innovation editor at The [...]
NAMA Webinar: Municipal Advisor Pricing DutiesOlivia Durr2022-01-05T11:29:46-05:00
Lumesis CEO, Gregg L. Bienstock, and Jeff Smith of Omnicap discuss recent conversations by regulators and market participants on Muni Advisor Pricing Duties and provided insights and strategies for how MAs can best approach - and document - pricing services that they provide to clients.
SEC Rule 15c2-12 – Reasonable Diligence and Issuer-Focused Disclosure Management five years post MCDC SettlementsOlivia Durr2021-10-13T09:45:50-04:00
Join Lumesis & Ballard Spahr for a live, complimentary webinar to revisit SEC Rule 15c2-12 – Reasonable Diligence and Issuer-Focused Disclosure Management five years post MCDC Settlements.
Municipal Data & Technology: Increasing Transparency & EfficiencyShalmali Shahane2021-10-22T17:14:33-04:00
Automation is increasingly being used to identify relative value for municipal bonds. This session explores the new data and technology developments of 2021.
Muni Technology Update: DIVER New Issue & Secondary Pricing and ICE Municipal AAA Yield Curve IntegrationShalmali Shahane2021-10-08T15:32:39-04:00
In this webinar, we highlight the integration of the ICE Municipal AAA Yield Curve into Lumesis’ New Issue and Secondary Market Pricing services and unveil enhancements and real use cases of the Pricing services. We will also discuss the ICE Municipal AAA Yield Curve, its construction and what distinguishes it from other muni benchmarks.
Municipal Bond Market Structure – Fed Intervention, Technology, SEC Exemptive Relief for MAs.Shalmali Shahane2021-10-08T15:30:29-04:00
Bond Dealer’s of America National Fixed Income Webinar Discussion with Lumesis COO, Tim Stevens.
Life in the new normal: managing in the age of COVID and near-zero yieldsShalmali Shahane2021-10-08T15:35:46-04:00
Bond Dealer’s of America National Fixed Income Webinar Discussion with Lumesis CEO, Gregg Bienstock.
Advancements in New Issue & Secondary Market PricingOlivia Durr2021-10-08T15:41:22-04:00
Lumesis Founders, Gregg Bienstock and Tim Stevens, discuss where new issue and secondary market pricing is heading and the key advantages of applying advanced technology to both processes.
Municipal Advisors: Technology and Tools to Help Better Serve Your ClientsOlivia Durr2021-10-08T15:42:50-04:00
Learn about best in class technology that enables exceptional service delivery to your clients and effectively leverages your professionals.
Issuer 15c2-12 Disclosure Management with Ballard SpahrOlivia Durr2021-10-08T15:50:51-04:00
Lumesis and Ballard Spahr co-hosted a webinar with The Bond Buyer on 15c2-12 disclosure for municipal issuers.