Conference DETAILS
Wednesday, March 8th
Arrival Cocktails 4:30-7 PM
Altitude Bar & Grill
Evergreen Lodge
250 S Frontage Road W
Vail, CO 81657
Thursday, March 9th
Cocktails and Dinner 6-10 PM
Larkspur Restaurant
458 Vail Valley Drive
Vail, CO 81657
Guest Speaker: Eric Kazatsky
Bloomberg
Friday, March 10th
Apres Ski 3-6 PM
Vail Chophouse
675 Lionshead Place
Vail, CO 81657
Registration:
This year the registration fee will be $300 for the events. Please see online registration page to register.
Eric Kazatsky
2023 Guest Speaker
Thursday, March 9th
Eric Kazatsky has 23 years successful experience involving municipal bonds. He has spent his career in various aspects of the industry including sell side, buy side, a large municipal issuer and now for Bloomberg Intelligence.
Eric Is Bloomberg Intelligence’s Head of Municipal Strategy and is responsible for creating municipal focused research for Bloomberg Terminal clients. Eric manages the Muni Credit Connect chat on Bloomberg IB. With 748 registered members, it has become the industry standard for information and research for the municipal marketplace. His Thursday night presentation is a must attend for municipal market participants. It provides context for the past year and defines the conditions of the market for the year to come. The Colorado Municipal Bond Club is privileged to have him as our keynote speaker.
Prior to work at Bloomberg he served as the institutional desk strategist at Janney Montgomery Scott and municipal portfolio manager SEI Investments. At Janney he distributed weekly research notes specifying relative value opportunities for both Janney inventory and secondary market customer sales. At SEI he oversaw credit and portfolio management for a $3 billion separately managed account platform.
Eric has a B.A. in finance and economics from the University of Pittsburgh, an M.B.A. in finance from St. Joseph’s University, and an M.S. in investment management from Temple University.
We would like to thank our sponsors for making this event possible!
Platinum Sponsor
Gold Sponsor
Silver Sponsor
Photo Galleries
2022 Outing
2020 Outing
2017-2019 Outings
About Us
Mission Statement:
The Colorado Municipal Bond Club’s objective is to further the height standards and principles of the municipal bond industry through good fellowship and social interaction throughout the year
Officers:
President: David Isaak (Isaak Bond Investment)
Co-Vice Presidents: Jim Kubik & Joe Kubik (Northland Securities)
Secretary: Joe Esrock (Northland Securities)
Treasurer: currently open
Original 2017 Founding Firms:
Beech Hill Securities
Hilltop Securities
Isaak Bond Investments
Northland Securities
Security Capital Brokerage, Inc.
Stifel, Nicklaus & Company
Board of Directors:
Alan Murphy (Retired - Municipal Underwriting)
Jim Kubik (Northland Securities)
Joe Kubik (Northland Securities)
David Isaak (Isaak Bond Investment)
Dustin Osborn (Stifel Nicolaus)
Drew Hayes (C.L. King)
Buddy Harding (Carty & Co.)
Kevin Easterday (Country Club Bank)
Wilkes Coleman (Middlegate Securities)
Pamela Jaderlund (R.W. Smith)
Tedy Weber (Middlegate Securities)
Justin Sheldon (D.A. Davidson)
Membership:
The CMBC continues to accept new members and attendees to our conference. Please contact one of our board members or officers to be added to our email list. Please be sure to specify your preferred email address and broker/dealer affiliation.
Contact us
Get in touch and we’ll get back to you as soon as we can. We look forward to hearing from you!
You may reach out to any officer or board member.
David Isaak, President