Date: Wednesday, May 14, 2014
Topic: Straight Talk About Safety, Tax Exemption, Liquidity, and Munis
Speaker: Jim Lebenthal, Chairman Emeritus, Lebenthal & Co.
Jim Lebenthal, the man who spent 49 years making municipal bonds household words, will lead an in-depth presentation on the many considerations investors must take into account when purchasing municipal bonds. Some of the topics he will consider include: the binding nature of the general obligation to pay, whether municipal bonds be taxed retroactively, and whether there should be transparency regarding secondary market pricing. He will also discuss monetary policy, unsustainable low interest rates and assaults on investor confidence.