Join us as we unpack the future of munis with Barnet Sherman, founder of the Tenbar Group, a professor at Boston University, and a senior contributor to Forbes. In this episode, we explore the convergence of municipal bonds and technology. Disc

#11 - Megan Kilgore: Muni Zoomies & Governance Strategies

Mar 5th, 2024 30m 48s

Megan Kilgore is the City Auditor for Columbus, Ohio, bringing a wealth of experience in government financial management to her role. With a keen eye for technology’s impact on municipal operations, Megan is at the forefront of leveraging innov

#10 - Tom Doe: Municipal Bonds and Climate Resilience

Nov 16th, 2023 30m 34s

Join us in insightful conversations as we delve into the dynamic intersection of municipal bonds and climate resilience. In this episode, we sit down with Tom Doe, President and Founder of Municipal Market Analytics, to unravel the intricate la

#9 - Marc Joffe: Fundamental Data & Muni Transformation

Oct 11th, 2023 25m 55s

In this episode, we sit down with Marc Joffe, a policy analyst at the CATO Institute, to delve into the essential topic of fundamental data in the municipal bond market. Join us as we explore how technologies and transformative changes are set

#8 - Abhishek Lodha: AG Analytics

Aug 24th, 2023 26m 41s

In this episode, we explore the intersection of advancing technologies and credit analysis with our guest, Abhishek Lodha. Abhishek has spearheaded a paradigm shift in municipal bond credit assessment by leveraging advanced analytics, machine l

#7 - Liz Farmer: AI & Munis, What's Next?

Jun 28th, 2023 26m 6s

Get ready for an engaging episode of the Muni Matrix featuring our guest, Liz Farmer, a fiscal policy expert and journalist. With a deep understanding of finance and a passion for staying ahead of the curve, Liz joins the hosts to explore the e

#6 - Liz Sweeney: President of Nutshell Associates & MSRB Board Member

Apr 18th, 2023 25m 4s

In this episode, we have a special guest, Liz Sweeney, President of Nutshell Associates and board member of the Municipal Securities Rulemaking Board (MSRB), who will be sharing her insights on the Financial Data Transparency Act (FDTA). Get re

#5 - Matthew Smith: Spline Data

Feb 28th, 2023 24m 38s

Join the Muni Matrix hosts as they share a special announcement while diving into quantitative curves and the impacts of machine learning and muni analytics. Matthew Smith, CEO of Spline Data, opines on next generation curves and how they will

#4 - Patrick Duffner: IMTC & Portfolio Management Solutions

Dec 8th, 2022 19m 42s

In this episode, the Muni Matrix hosts discuss powerful tools in the market to assist portfolio managers across the fixed income space. We dive in to the thought processes behind these decision makers and how technology is changing the landscap

#3 - John Hallacy: Timeless Tips

Oct 26th, 2022 30m 26s

In this episode, the Muni Matrix hosts dive into the past several decades of muni bonds with John Hallacy, President of John Hallacy Consulting, LLC. Tune in as they discuss the evolution of munis on both a technological and holistic level.

#2 - Doug Rogers: ESG and Komodo Analytics

Sep 21st, 2022 30m 31s

In our second episode, The Muni Matrix team is joined by Doug Rogers, COO of Komodo Analytics, a company that has created a custom framework to compare municipal ESG bonds and identify risks and opportunities. Doug gives his insight into how ES

#1 - Introduction

Aug 24th, 2022 9m 14s

In our introductory episode, Matthew Gerstenfeld & Michael Lieberman introduce themselves and outline the foundation of The Muni Matrix. They discuss how the workplace environment has transformed since the pandemic and touch upon investor behav

Rate