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52nd Financial Virtual Forum - with Speaker Bios
Tuesday, June 15, 2021, 3:00 PM to Thursday, June 17, 2021, 4:30 PM EDT
Category: Events

Due to the COVID-19 pandemic, the 52nd Financial Forum will be held virtually via zoom on June 15th, 16th & 17th, 2021.

Registration is free to paid SURFA members.  Anyone who is not a paid member and wishes to participate in the Forum will have the opportunity to join SURFA as a new member at a $100 fee.

Tues., June 15, 2021, 3:00PM - 4:30PM (EDST)

A Business Cycle Like No Other - Might Fiscal & Monetary Stimulus Become Too Much of a Good Thing

Speaker:  John Lonski, Chief Economist, Moody's Capital Markets Research, Inc.

Please use the following link to access John Lonski's Bio:

John Lonski bio.pdf

Course Level:  Intermediate

Wed., June 16, 2021, 3:00PM - 4:30PM (EDST)

Wall Street's Perspective

Moderator: Tommy Oliver, CRRA, Vice President, Interim CFO, Treasurer & Secretary


Ryan Wobbrock, CRRA, Vice President - Senor Credit Officer, Moody's Investor Service, Inc.

Michael Gaugler, Managing Director - Research, Janney Montgomery Scott

Shaan Goswami, Senior Vice President - Natural Resources Investment Banking Group

Greg Gordon, Managing Director, Zimmer Partners, LP

Pease use the following links to access the speakers' bios:

Ryan Wobbrock Bio 2021-04.pdf

Michael Gaugler.pdf 

Shaan Goswami Bio.pdf

Greg Gordon.pdf

Course Level:  Advanced

Thurs., June 17, 2021, 3:00PM - 4:30PM (EDST)

Do Cost of Equity Models, e.g., DCF, Understate the Cost of Equity?

Moderator:  Edward Kaufman, CRRA, Principal Utility Specialist, Virginia State Corporation Commission


Stephen G. Hill, CRRA, Principal, Hill Associates

Julien Dumoulin-Smith, Managing Director, Head of US Power, Utilities & Alt. Energy Research, BofA Securities, Inc.

Vincent V. Rea, CRRA, Managing Director, Regulatory Finance Associates, LLC

Please use the following links to access the speakers' bios:


Julien Dumoulin-Smith _Bio.pdf

Bio - Vincent Rea.pdf

Course Level:  Advanced

Although the 52nd Forum is free to SURFA members, registration is required.  To register please use the following link:

2021 Virtual Financial Forum Registration

To participate in the Interest Rate & Stock Market Level, please use the following link:

Interest Rate & Market Forecast