HilltopTalks: Politics & Finance with Tom Kozlik: Recent Episodes
HilltopSecurities
Tom Kozlik, Head of Municipal Research & Analytics at HilltopSecurities, hosts conversations with industry leaders that intersect the world of politics and finance. Join us as we explore relevant topics that impact the municipal market.
With nearly two decades of experience in the fixed income industry, Kozlik is a nationally recognized strategist who brings unique insight and perspectives to his commentary and analysis of municipal market trends, opportunities and challenges. In 2020, Smith’s Research and Gradings included him on the first team in the generalist category of its Municipal All-Star Team for the third consecutive year. He was voted to Institutional Investor’s All-America Fixed Income Research Team and Greenwich Associates named him one of the Most Helpful Analysts in Municipal Bonds in 2015. In addition, Kozlik has taught graduate-level public finance courses at the University of Pennsylvania’s Fels Institute of Government, where he earned a Master's of Government Administration.
The HilltopTalks Podcast is back! Episode #20 features HilltopSecurities Head of Municipal Research & Analytics, Tom Kozlik, and Senior Credit Officer of Moody’s Investors Service, Tom Aaron, as they discuss important topics surrounding pensions and how they are still a risk for many finance credit profiles.
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik speaks with Richard Ciccarone, President, Merritt Research Services in episode 19 of HilltopTalks. We discuss how the restructuring of city life and remote work impacts commercial real estate.
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik speaks with Geoffrey Buswick, Managing Director, S&P Global Ratings in episode 18 of HilltopTalks. We discuss how global cyber security, inflation rates, and pensions are affecting public finance.
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik speaks with Omid Rahmani, Associate Director: US Public Finance at Fitch Ratings in episode 17 of HilltopTalks. We discuss how the use of cyber-attacks as geo-political weapons pose a threat to public finance.
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik speaks with James Morris, senior vice president at Investortools, Inc., in episode 16 of HilltopTalks. We discuss how municipal investors streamline trading workflows with the Investortools' dealer network.
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik speaks with Amanda Kass, Associate Director of the Government Finance Research Center at UIC in episode 15 of HilltopTalks. We discuss how state and local governments have spent CARES (2020) & Rescue Plan Act (2021) dollars.
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik speaks with Omid Rahmani, Associate Director: US Public Finance at Fitch Ratings in episode 14 of HilltopTalks. We discuss the basics of cybersecurity and how cyberattacks pose a threat to public finance.
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik speaks with Brett Bolton, Vice President for Formal Legislative and Regulatory Policy at Bond Dealers of America in episode 13 of HilltopTalks. As Congress averted a federal government shutdown, can they pass infrastructure legislation and extend the debt ceiling, too?
Exploring Chicago Budget Challenges, Police Funding, and Federal Relief Spending
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik speaks with Amanda Kass, Associate Director, Government Finance Research Center, on Chicago budget challenges, police funding, and federal relief spending.
How Fitch Approaches the COVID-19 Crisis and Incorporates ESG Into Its Ratings
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik speaks with Arlene Bohner, Head of U.S. Public Finance at Fitch Ratings, to discuss what the public finance sector is most at risk from in terms of the COVID-19 Delta variant, and how Fitch is approaching ESG.
How Local Governments Are Managing the New Arizona Flat Tax, Wildfires in Calif., and COVID-19
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik speaks with Lori Trevino, AVP, Public Finance Ratings Analyst at Moody’s Investors Service to discuss the economic impact that governments might be facing with a fourth wave of the COVID-19 pandemic.
Fitch Ratings Questions U.S. Governance, Identifies a Breakdown in Political Norms
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik sits down with Charles Seville, senior director, sovereign ratings at Fitch Ratings to discuss how Fitch Ratings questions U.S. governance and identifies a breakdown in political norms.
What’s the Potential for D.C. Lawmakers to Deliver on Infrastructure?
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik speaks with Chris Iacovella, CEO of the American Securities Association, to discuss the potential for D.C. lawmakers to deliver on infrastructure in 2021.
U.S. State Revenue Update: The Good and the Bad
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik speaks with Lucy Dadayan, Senior Research Associate, Urban-Brookings Tax Policy Center, to discuss an update on the U.S. state revenue.
How ESG Criteria Impacts Texas and New York City
HilltopSecurities Head of Municipal Research & Analytics Tom Kozlik speaks with Nicholas Samuel, VP and Senior Credit Officer, Manager, for the States and High-Profile Ratings Team at Moody's Investors Service, to discuss ESG criteria and how these factors impact Texas and New York City.
The Importance of Sustainable Investing in Municipal Bonds
Tom Kozlik speaks with Ksenia Koban, co-chair of Payden & Rygel’s ESG committee about the importance of sustainable investing in municipal bonds.
S&P Global on How They Approach Emerging ESG Themes in U.S. Public Finance
Tom Kozlik speaks with Director and ESG Lead for U.S. Public Finance at S&P Global Nora Wittstruck to discuss how S&P Global approaches emerging ESG themes in U.S. Public Finance.
Tom Kozlik Municipal Commentary
- A Boom Is Coming. Are Governments Ready?
https://www.hilltopsecurities.com/media/4732/municipal-commentary_5721-v2.pdf
Gabe Petek Commentary
- A Framework for Allocating Federal Recovery Funds
https://lao.ca.gov/Publications/Report/4422?utm_source=t.co&utm_medium=referral&utm_campaign=4422
Stress Testing U.S. State Budgets One Year After COVID-19
HilltopSecurities Head of Municipal Credit & Strategy Tom Kozlik sits down Moody’s Analytics Director Dan White to discuss stress testing U.S. state budgets one year after COVID19.
Municipal Demand, Potential State and Local Relief, and the Threat of Another COVID Spike
HilltopSecurities Head of Municipal Credit & Strategy Tom Kozlik sits down with Bloomberg Intelligence’s Head of Municipal Strategy Eric Kazatsky to discuss the supply and demand dynamic, the future of COVID-19, the threat to tax exemption, deficit reduction efforts and more.