Colorado Municipal Bond Club
Association for Professionals in the municipal bond industry
MARCH 6TH - MARCH 8TH 2024
VAIL BOND OUTING
Mark your calendars for a thrilling escapade with your coworkers, jam-packed with snowy slopes, belly laughs, thrilling explorations, and a chance to reconnect.
Platinum Sponsor
Platinum Sponsor
Gold Sponsor
We would like to thank our current sponsors for this year!
We are also looking for new sponsorships.
HOTEL ACCOMODATIONS
HERE ARE A FEW HOTELS TO CHOOSE FROM. tHE CLOSER WE GET TO MARCH THE HIGHER THE RATES ARE SO YOU SHOULD BOOK AS SOON AS POSSIBLE TO GUARANTEE YOURSELF A ROOM AS THEY DO TEND TO SELL OUT FAST THIS TIME OF YEAR.
nOTE: EVERGREEN LODGE AT VAIL IS OFFERING A 10% DISCOUNT TO OUR GROUP UP TO 20 ROOMS. THIS IS A FIRST COME FIRST SERVE BASIS. THE ROOMS ARE NOT BEING HELD THIS IS JUST WHILE ROOMS ARE AVAILABLE SO THE SOONER YOU MAKE YOUR RESERVATION THE BETTER.
Below is online booking link, as offered with 10% group discount.
https://reservations.travelclick.com/3057?RatePlanId=8165268
IF YOU GO TO THE WEBSITE INSTEAD, THERE IS A DROP-DOWN MENU FOR CORPORATE RATE OR DISCOUNT CODE...GO TO THE DISCOUNT CODE AND ENTER: 8165268 JUST CLICK ON THE LINKS BELOW:
GRAND HYATT VAIL
Details Regarding the Vail Conference
march 6 - 8, 2024
THURSDAY MARCH 7TH DAYTIME
SKIING
FOR NON-SKIERS MANY
OTHER ACTIVITIES
ARE AVAILABLE
SNOWMOBILING: https://vailbackcountrytours.com/
ICE SKATING, SNOWSHOE, FAT TIRE BIKING, CROSS COUNTRY SKIING, SKATE SKIING
https://www.vailrec.com/vail-recreation/nordic
THURSDAY MARCH 7TH EVENING
COCKTAILS 6:00 - 7:00PM
DINNER 7:00 - 9:00
LARKSPUR RESTAURANT
458 VAIL VALLEY DRIVE
970-754-8050
FRIDAY MARCH 8TH
APRES SKI
VAIL CHOPHOUSE
675 W. LIONSHEAD CIRCLE
VAIL, CO. 81657
970-477-0555
3:30-6:00 PM
Sign Up and Join the Fun!
This year's event registration fee is $300. Hurry and register online before spots fill up.
Get ready to welcome Eric Kazatsky, who will be reporting live from Bloomberg!
SKI LIFT TICKETS AND SKI RENTAL INFORMATION
If you are skiing, you should buy your lift tickets in advance to save the most money.
Create account and a Login
Click Passes tab at top (select 2 day or 1 day) Epic Day Pass | Epic Season Pass (epicpass.com)
2 day pass should be $212 and 1 day $110 MAKE SURE your pass includes VAIL MOUNTAIN. YOU HAVE TO PURCHASE BY NOVEMBER 18TH.
This pass (card) will be mailed to you.
Use the same login to rent skis/boots and receive a 20% discount, https://www.epicmountainrentals.com/
Epic Mountain Rentals | Ski Rentals
Rent from True North inside the Hythe Resort (they offer ski valet services – they hold your boots, skis, and poles, you hold your helmet)
REGISTRATION INFORMATION
The registration fee for 2024 is $300 per person. The fee includes the event on Wednesday, the Cocktails and Dinner on Thursday and the Apres Ski on Friday.
Please be sure to register all spouses, significant others, etc., if you plan to attend the dinner Thursday night and bring a second!! We are charged for all who attend!
REGISTRATION FOR THE 2024 COLORADO MUNICIPAL BOND CONFERENCE:
If you have any questions, please reach out to one of the contacts on the About Us page and we will respond as soon as possible.
PHOTOS FROM 2023 OUTING
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 NICOLAUS & CO.
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
ABOUT OUR GUEST SPEAKER
Eric Kazatsky
guest speaker thursday march 7th
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.