Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
General Session: Market Update- WD 400AB | Jonathan Azoff, Director of Debt Management & Senior Counsel, Ohio Treasurer of State, Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group, Jason Headings, Vice President Public Funds, Meeder Investment Management, John Cindric, Managing Director, Institutional Investment Group, Huntington Investment Company | 1 | View |
Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
FIN 109: Basics of Borrowing-WD 420 | Allison Binkley, Partner, Squire Patton Boggs LLP, Brian Cooper, Director, Baketilly Municipal Advisors | 1 | View |
Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
ETH 228: The Ohio Ethics Law - Upholding Trust in Government (2)-WD 400C | Susan Willeke, Education & Communications Administrator, Ohio Ethics Commission | 1 | View |
OPCS Training-WD 412 | Zach Prouty, Legislative Liaison, Treasurer of State, Patrick Castleman, Compliance Analyst 2- Trust Department, Treasurer of State | 1 | View |
Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
INV 106: Basics of Investing-WD 420 | Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group, Jennifer C. Trowbridge, CFA, Managing Principal & Portfolio Manager, RedTree Investment Group | 1 | View |
Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
General Session: Current Trends in Public Finance- WD 400AB | Eileen Stanic, CTP, Senior Public Funds Advisor, Meeder Investment Group, Andrew Laskey, Vice President, RBC Capital Markets | 1 | View |
Course Name | Speaker(s) | Hours Available | |
---|---|---|---|
Panel Discussion: Financial Technology Trends (Digital Transformation, Blockchain)- WD 400AB | Dusten Kohlhorst, Director of IT Services, Ohio Treasurer of State, Mary Butler-Everson, SVP Healthcare Product Innovations, PNC Bank, Tony Franco, Co-Founder and CEO, Safechain | 1 | View |
[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102
Jonathan Azoff is the Director of the Office of Debt Management and Senior Counsel with the Ohio Treasurer’s office. In that capacity, he manages the debt issuance process for the various general obligation, revenue, and special obligations for which the Treasurer serves as the issuing authority. He also oversees the servicing of the State’s approximately $10.5 billion debt portfolio.
Jonathan is an advisory board member of the National Association of State Treasurers—State Debt Management Network. Prior to joining the State, he was an attorney with the law firm of Arnall Golden Gregory LLP in Atlanta, Georgia. Jonathan earned his J.D. from the Emory University School of Law and his B.A. from Tulane University.
[email protected]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (513) 758-8494
Ryan has over 25 years of experience in the investment industry with extensive knowledge concerning fixed income markets. For the last 18 years, he has specialized in assisting public entities and other agencies with their fixed income needs. Ryan leads business development at RedTree and oversees the firm’s investment process. His dedication to delivering unmatched service is evident by the many long-standing client relationships he maintains.
Prior Experience
• Baird Public Investment Advisors, Director and Portfolio Manager
• Seasongood Asset Management, LLC, Chief Investment Officer
• Fort Washington Investment Advisors, Inc., Fixed Income Portfolio Manager
Speaking Engagements
Ryan speaks regularly at professional development and continuing education training events, including those offered by the Ohio Treasury’s Center for Public Investment Management (CPIM). He is a sought-after speaker on financial topics and frequently presents to industry groups across the midwestern U.S. Ryan’s speaking topics include: Economic outlook, Interest rates, Ohio Revised Code (ORC) Chapter 135 Allowable Investments, and The Federal Reserve.
Education
Master of Business Administration, Xavier University
Bachelor of Science in Accounting, University of Kentucky
Certifications
Chartered Finance Analyst (CFA)
Series 7, 24, 65 (inactive)
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 760-2111
Jason Headings holds a B.S. in Marketing and a B.S. in Finance from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 12 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.
[email protected]
41 South High Street
Columbus, OH 43287
Phone: 419-249-3314
John Cindric is an Institutional Investment Representative covering Northwest Ohio for Huntington Investment Company. John joined Huntington in 2014. He began his career with Huntington in 2006 and spent 2011 - 2014 working for Fifth Third Securities’ Institutional Investment Group. His specialty is fixed income investments with a customer base that includes public funds, banks, private corporations and insurance companies. He is a graduate of the University of Richmond and completed his M.A. at the University of North Carolina - Greensboro in 2004. John holds both Series 7 and 63 NASD licenses.
[email protected]
2000 Huntington Center
41 South High Street
Columbus, OH 43215
Phone: (614) 365-2799
Allison Binkley focuses her practice on serving as bond counsel, underwriter’s counsel and purchaser’s counsel on general obligation financings, tax increment financings, utility revenue financings and special obligation financings. Her client base includes the State of Ohio, counties, municipalities, townships, port authorities, school districts, state universities, trustees, letter of credit banks, investment banking firms and financial institutions. Allison has also served as bond counsel on 501(c)(3) and health care conduit financings.
Allison has been recognized as a 2024 Best Lawyers in America for Public Finance Law and an Ohio Super Lawyer Rising Star from 2012-2017. Allison is a member of the Ohio Government Finance Officers Association, for which she serves as a trustee and on the education committee. Allison also serves on the board of Women in Public Finance – Ohio Chapter. She is also a member of the National Association of Bond Lawyers.
Prior to beginning her legal career, Allison served as an economist for the Ohio Legislative Service Commission. In that position, she staffed the Senate Finance and Financial Institutions Committee for which she drafted amendments to and coordinated the State of Ohio’s biennial operating and capital budget bills.
[email protected]
175 South Third Street
Suite 1250
Columbus, OH 43215
Phone: (614) 987-1681
Brian Cooper concentrates on general obligation, income tax revenue, non-tax revenue and special revenue bonds. Since 2003, Cooper has worked on 120 distinct project financings in Ohio representing over $2.75 billion in financed projects for municipal finance, economic development, utilities and infrastructure. Cooper graduated from the Ohio State University in 2001 and is a municipal advisor registered with the Securities and Exchange Commission (SEC) and with the Municipal Securities Rulemaking Board (MSRB).
He has been a presenter at the Council of Development Finance Agencies’ national conference and serves as their muni bond advisor for both beginner and advanced bond courses and has also presented at the annual conferences for the Ohio Economic Development Association, the Ohio Government Finance Officers Association and is a guest lecturer at the Ohio State University.
Cooper joined Umbaugh in 2015 when his practice, ACI Advisors, LLC, merged with Umbaugh. He is based in Umbaugh’s Columbus, Ohio, office and lives in Worthington, Ohio with his wife Patty and their three boys, Alex, Calvin and Ivan.
[email protected]
30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090
Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking. Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach. In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature. Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.
Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio. In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”
[email protected]
30 East Broad St
10th Floor
Columbus, OH 43215
Phone: 614-752-8479
Zach Prouty serves as the Assistant Manager of Treasury Services in the Office of Ohio Treasurer Robert Sprague. Treasury Services assists in managing the state’s banking relationships, providing operational oversight to various divisions within the office, and management of certain special projects. Zach has been in this role since January 2019.
He previously spent five years working in various legislative roles in the administration of former Governor John Kasich, including positions at the Ohio Department of Commerce, Ohio Department of Administrative Services, and the Governor’s Office.
Zach is a graduate of The Ohio State University where he earned a bachelor’s degree in Political Science, as well an MBA and MPA.
[email protected]
30. East Broad St, 9th Floorr
Columbus, OH 43215
Phone: 614-629-8374
Grew up in Dayton, Ohio. Graduated from The Ohio State University with a Bachelors in Finance. Prior to joining the Treasurer’s Office I was an Financial Advisor for one of the country’s biggest financial firms. I’ve been with the Treasurer’s Office for almost 2 years, and have been working with the Ohio Pooled Collateral System since the implementation.
[email protected]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (513) 758-8494
Ryan has over 25 years of experience in the investment industry with extensive knowledge concerning fixed income markets. For the last 18 years, he has specialized in assisting public entities and other agencies with their fixed income needs. Ryan leads business development at RedTree and oversees the firm’s investment process. His dedication to delivering unmatched service is evident by the many long-standing client relationships he maintains.
Prior Experience
• Baird Public Investment Advisors, Director and Portfolio Manager
• Seasongood Asset Management, LLC, Chief Investment Officer
• Fort Washington Investment Advisors, Inc., Fixed Income Portfolio Manager
Speaking Engagements
Ryan speaks regularly at professional development and continuing education training events, including those offered by the Ohio Treasury’s Center for Public Investment Management (CPIM). He is a sought-after speaker on financial topics and frequently presents to industry groups across the midwestern U.S. Ryan’s speaking topics include: Economic outlook, Interest rates, Ohio Revised Code (ORC) Chapter 135 Allowable Investments, and The Federal Reserve.
Education
Master of Business Administration, Xavier University
Bachelor of Science in Accounting, University of Kentucky
Certifications
Chartered Finance Analyst (CFA)
Series 7, 24, 65 (inactive)
[email protected]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (888) 596-2293
Jennifer is a Managing Principle and Portfolio Manager at RedTree Investment Group. She has been in the investment industry for over 17 years with a primary focus on the fixed income markets. For over 10 years her experience has centered on developing fixed income investment strategies for public entities and other agencies. At RedTree, she is responsible for the implementation of each client's specific investment strategy and portfolio risk management.
Jennifer earned her undergraduate and MBA degrees in finance from Xavier University. She has received the Chartered Financial Analyst designation.
[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: 440-662-8268
Eileen Stanic is a Senior Public Funds Advisor with Meeder Investment Management. She has over 30 years of treasury management and investment management experience including more than a decade of Ohio public funds investment advisory experience. Over the years, she has presented at various Ohio public funds educational seminars and has served as a CPIM instructor. Eileen is a graduate of Cleveland State University where she was the recipient of the Wall Street Journal Award. She is a Certified Treasury Professional (CTP) and a member of AFP, the Association for Financial Professionals. Based in the greater Cleveland area, Eileen is also member of the CFA Institute and the CFA Society of Cleveland.
Since 1974, Meeder Investment Management and its affiliates have provided comprehensive investment solutions to its clients. Meeder provides various investment advisory services to state and local governments in Ohio, as well as administrative and participant services to both STAR Ohio and STAR Plus.
[email protected]
212 East Fifth Street
Suite 1000
Cincinnati, OH 45202
Phone: (513) 826-0582
Mr. Laskey is a Director in the Cincinnati, Ohio Municipal Finance office of RBC Capital Markets and has worked at RBC Capital Markets since July of 2006. Andrew has worked with hundreds of local governmental entities throughout Ohio on debt offerings including school districts, cities, counties, townships as well as the State of Ohio. Additionally, Andrew has presented at numerous conferences on a variety of topics related to municipal bond issues and the bond underwriting process.
Andrew currently serves on the Board of Trustees for the Ohio Municipal Advisory Council, a repository of statistical information relating to Ohio municipal issuers and their securities. Mr. Laskey formerly served on the Board of Trustees for Clovernook Center for the Blind in Cincinnati but remains actively involved in the organization.
Andrew attended the University of Cincinnati and graduated Magna Cum Laude from the Honors-PLUS business program. He is a Registered Securities Representative, registered with the NASD and SEC.
[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102
Dusten is the IT Director for the Ohio Treasurer’s Office and has nearly 20 years of experience in technology and project management. In his position, Dusten manages all aspects of the IT department including daily operations, website initiatives, internal & external security controls, cybersecurity, and vendor management. Before the Ohio Treasurer of State’s office, Dusten worked in project management at Nationwide Insurance and as Network Technology & Security Officer and Chief Information Officer at the Ohio House of representatives.
[email protected]
The Tower at PNC
300 Fifth Avenue
Pittsburg, PA 15222
Phone: 412-762-0135
Mary Butler-Everson is Senior Vice President of Healthcare Product Innovation, part of Treasury Management services at PNC Financial Services at the company’s corporate headquarters in Pittsburgh, PA. Mary and her team are responsible for developing identifying and launching new products and services to continually streamline the flow of data and dollars for delivers and payers of healthcare services. In the last two years she and members of her team have led the evaluation, testing and market-development of blockchain based solutions.
Prior to joining PNC Healthcare in 2011, Mary served as Senior Vice President and Chief Marketing Officer for a national life and health insurance company. In her role she was responsible for corporate strategy; product development; brand and marketing; strategic partnerships; and project management.
Before making the move to financial services, Mary spent nearly twenty years working in health systems leading strategy, business development, mergers/acquisitions, a variety of outpatient clinical services including the development of a 40+ member multi- specialty physician practice plan and a state-wide women’s health franchise.
Mary has a Master of Science from Carnegie Mellon University and a Bachelor of Science from Pennsylvania State University.
[email protected]
250 Civic Center Dre
Suite 550
Columbus, OH 43215
Phone: 412-980-3769