Bond Dealers of America

Events

A Convener of Industry Leaders

Bond Dealers of America holds regular meetings and conferences that promote an open exchange of ideas and insights. Our roundtables bring together fixed income professionals to deliberate issues and address challenges while networking and building relationships. We host the only annual conference dedicated to regional, middle-market fixed income dealers. Featuring panels and keynote speakers covering both the taxable and tax-exempt fixed income markets, the conference attracts senior fixed income professionals from dealers and banks across the country.
BDA Annual Strategy Session
February 5-6, 2015
Four Seasons Hotel, Dallas, TX
6th Annual National Fixed Income Conference
October 2-3, 2014
Trump International Hotel and Tower, Chicago, IL

View the Recap here.

Fixed Income Seminar on Regulation, Compliance and Enforcement
October 2, 2014
Trump International Hotel & Tower, Chicago, IL
Fixed Income Legal and Compliance Roundtable
October 1, 2014
Trump International Hotel & Tower, Chicago, IL
REGISTER HERE!>
Institutional Fixed Income Roundtable
August 14, 2014
Trump International Hotel and Tower, Chicago, IL
REGISTER HERE!>
Legal and Compliance Fixed Income Roundtable
July 24, 2014
Nixon Peabody Offices, Washington, DC
REGISTER HERE!>
BDA Board – Annual Meetings with Federal Policy Makers and Legislators
June 11-12, 2014
Washington, DC
Retail Fixed Income Roundtable
May 15, 2014
Wells Fargo Advisors
Municipal Market Seminar on Regulation, Compliance and Enforcement – Featuring FINRA and MSRB
May 14, 2014
The Four Seasons, St. Louis, MO

(Coordinated with the St. Louis Municipal Bond Club)

REGISTER HERE!>
The Bond Buyer and BDA’s 2014 Annual National Municipal Bond Summit
March 26-28, 2014
Fontainebleau Miami Beach, Miami Beach, FL
Click here for more information>
5th Annual National Fixed Income Conference
October 10-11, 2013
The Ritz Carlton Hotel, Chicago, IL

For a conference re-cap, please click here.

To view the full conference re-cap, complete with presentation links, please click here.   Please note, this is only available to BDA members and is available in our Member Resources section under “Best Practices”.  If you need a password to access the section, please email Jen Elmi at jelmi@bdamerica.org

REGISTER HERE!>
Fixed Income Legal and Compliance Roundtable
October 9, 2013
The Ritz Carlton Hotel, Chicago, IL

This event is tied to BDA’s National Fixed Income Conference.

Institutional Fixed Income Roundtable
August 21, 2013
The Metropolitan Club, Chicago, IL
Fixed Income Legal and Compliance Roundtable – July 11, 2013
July 11, 2013
The Dupont Circle Hotel, Washington, DC

Please contact Jen Elmi at jelmi@bdamerica.org to RSVP or for additional information.

Retail Fixed Income Roundtable
June 20, 2013
Wells Fargo Advisors, St. Louis, MO

Please contact Jen Elmi at jelmi@bdamerica.org to RSVP or for additional information.

Municipal Market Seminar on Regulation, Compliance and Enforcement
June 19, 2013
The Chase Park Plaza Hotel, St. Louis, MO
Register here!>
BDA Board Annual Meetings with Federal Policy Makers
June 5-6, 2013
Washington, DC
BDA 4Q Board Meeting and Annual Strategy Session
February 7-8, 2013
L'Auberge Del Mar Hotel, San Diego, CA
Webinar on Fixed Income Compliance and Trade Order Management (Bloomberg and the BDA)
January 16, 2013
Municipal Market Seminar on Regulation, Compliance and Market Trends
October 11, 2012
The Ritz Carlton Hotel, Chicago, IL

Co-hosted with the MSRB

BDA 3Q Board of Director’s Meeting (tied to National Fixed Income Conference)
October 10, 2012
The Ritz Carlton Hotel, Chicago, IL
BDA 2Q Board of Directors’ Meeting
August 16, 2012
Conference Call
Institutional Fixed Income Roundtable and Dinner
August 9, 2012
The Metropolitan Club, Chicago, IL
MSRB’s Education and Outreach Seminar
July 24, 2012
San Francisco
For more information, please click here.>
Fixed Income Legal & Compliance Roundtable and Dinner
June 7, 2012
BDA Offices, Washington, DC
Municipal Market Seminar on Regulation, Compliance and Enforcement
May 2, 2012
The Four Seasons Hotel, St. Louis, MO

Co-hosted with the MSRB and coordinated with St. Louis Muni Bond Club Outing.  To view an agenda, please click here.

Register here!>
BDA 1Q Board Meeting and Annual Meetings with Federal Policy Makers
May 2012
BDA Offices, Washington, DC
Fixed Income Electronic Roundtable – Memphis, TN
April 19, 2012
Westin Beale Street, Memphis, TN

To view a detailed agenda, click here.

Register Here!>
Fixed Income Electronic Roundtable – Chicago, IL
April 17, 2012
The Westin River North, Chicago, IL

To view a detailed agenda, click here.

Register Here!>
National Municipal Bond Summit (Co-hosted with The Bond Buyer)
March 14-16, 2012
The Doral Resort, Miami, FL

To register for this conference, please click here.

Taxable Fixed Income Roundtable
March 1, 2012
New York, NY

Co-hosted with Thomson Reuters’ IFR

Roundtable for Retail Fixed Income Leadership (Co-hosted with Wells Fargo Advisors)
February 16, 2012
St. Louis, MO

Please contact Jen Elmi at (202) 204-7903 to RSVP or for more information.

4th Quarter BDA Board of Directors Meeting and Strategy Session
February 9 and 10, 2012
The Grand Del Mar Hotel, San Diego, CA

The Bond Dealers of America held its 2012 Strategy Session for Members on Friday, February 10 at the Grand Del Mar Resort in San Diego, CA.

At the Strategy Session, over two dozen key contacts at BDA member firms discussed federal advocacy priorities, conferences and events, BDA internal and external structure and goals for the BDA by 2015. Many issue areas were discussed but a small selection of those were determined to be the top priority issues for 2012, as described below in the summary.

BDA welcomed 5 new members to its Board of Directors:

  • John Crawford, Vining Sparks IBG
  • Cindy Higgins, Comerica Securities, Inc.
  • Noe Hinojosa, Estrada Hinojosa & Company, Inc.
  • Mark Salter, National Alliance Securities
  • Marty Vogtsberger, Fifth Third Securities, Inc.

FY 2012 BDA Board Executive Committee was approved:

  • Chair: Larry Bowden, Stephens Inc.
  • Vice Chair: Craig Noble, Wells Fargo Advisors
  • Treasurer: Maud Daudon, Seattle-Northwest Securities Corporation

Summary of Strategy Session:

Identification of priorities for 2012, including issues such as tax reform, regulatory & legislative items, media & events, and association growth.

The Legislative & Regulatory update consisted of discussion of strategy for outreach, grassroots efforts and internal BDA Committee development.

BDA Priority Issues for 2012:

  • Federal Tax Reform and implications for the municipal market
  • TRACE expansion to structured products
  • Proposal to impose a Fiduciary Standard on retail broker dealers
  • Definition of Municipal Advisor and regulation of non-dealer muni financial advisors
  • Bank-Qualified Bonds
  • Market Access Rule
  • Volcker Rule
  • BABs Issue Pricing

Items discussed included the above priority items and more, described below:

  • Lack of a definition of municipal advisor from the SEC.
  • Point of sale disclosure and lack of clarity from FINRA
  • Taxable issues including TRACE reporting
  • Concern with the potential for elimination of the muni tax exemption in the President’s 2013 budget.
  • Volcker rule – implications for principal trading at middle market, bank affiliated dealers
  • Bank Qualified Bonds – watching the House and Senate closely especially the Senate transportation bill.
  • Fiduciary standard for retail BDs
  • Markups/markdowns
  • BABs Issue Price
Thank you to those who were able to attend this very successful strategy session.  We look forward to working with you on those issues we identified as needing action.  As always, feel free to reach out to us for more information or to further discuss issues of importance to the Fixed Income Market.
Roundtable for Municipal Fixed Income Legal & Compliance (Co-hosted with Morgan Lewis & Bockius, LLP)
December 1, 2011
Philadelphia, PA

Featuring the SEC, FINRA and the MSRB.

Municipal Market Seminar on Regulation, Compliance and Market Trends
October 6, 2011, 8:30 - 11:30 a.m. MT
The Four Seasons Hotel, Denver, CO

Hosted by the MSRB and BDA

3rd Quarter BDA Board of Directors Meeting
October 5, 2011, 2:00 – 5:00 p.m. MT
The Four Seasons Hotel, Denver, CO
2nd Quarter BDA Board of Directors Meeting
August 11, 2011, 8:30am – 11:00am CT
Chicago, IL
Heads of Fixed Income Roundtable & Dinner
August 10, 2011, 2:00 - 5:00 p.m. CT
The Metropolitan Club, Chicago, IL

Please RSVP to Jen Elmi or call (202) 204-7903.  To view an agenda for this event, please click here.

The BDA, in partnership with The Bond Buyer, has published a booklet chronicling this roundtable. Over 30 fixed income leaders were present for the three hour roundtable discussion, which was sponsored by BDA member firms Broadridge, Knight BondPoint, and Tradeweb Retail.

A copy of the PDF version of the booklet can be found here.

Fixed Income Legal and Compliance Roundtable and Dinner
June 23, 2011, 2:00 - 5:00 p.m. ET
Washington, DC
Annual BDA Board Meetings with Federal Regulators, Legislators & Policy Makers
12:00 p.m. ET, June 15 through 3:00 p.m. ET, June 16, 2011
Washington, DC
Municipal Market Seminar on Regulation, Compliance and Enforcement
May 12, 2011
The Grand Hotel, Minneapolis, MN

Hosted by the MSRB and BDA.

1st Quarter BDA Board of Directors Meeting
April 21, 2011, 2:00 – 4:30pm ET
Conference Call
The National Municipal Bond Summit
March 30 – April 1, 2011
The Fountainebleau Hotel, Miami, FL

BDA held its Third Annual National Municipal Bond Summit in Miami Beach, Florida, March 30-April 1. View a video of summit highlights:

5th Annual National Fixed Income Conference

For a conference re-cap, please click here.

To view the full conference re-cap, complete with presentation links, please click here.   Please note, this is only available to BDA members and is available in our Member Resources section under “Best Practices”.  If you need a password to access the section, please email Jen Elmi at jelmi@bdamerica.org

The National Municipal Bond Summit

BDA held its Third Annual National Municipal Bond Summit in Miami Beach, Florida, March 30-April 1. View a video of summit highlights:

events
6th Annual National Fixed Income Conference