Welcome to the presentations and background documents associated with the 2019 SURFA Financial Forum.

2019 Forum Agenda.pdf

PANEL 1:  THE STATE OF THE ECONOMY

2019-04_SURFA_Hempstead (Moody's).pdf

SURFA NO APR 2019 Lonski FINAL.pdf

PANEL 2:  ESTABLISHING ALTERNATIVE PROXY GROUPS

DAscendis SURFA Presentation - Alternative Proxy Groups.pptx

Gordon 2019-04-04 DDM Slides For GG SURFA 2019.pptx

 

Woolridge Peer Group Presentation 2019 2.0 - JRW.pptx

Supporting Materials

Hanley,Ahern, Comparable Earnings.pdf

Francis pp. 273-275.pdf

Gordon Article.pdf 

PANEL 3:  WALL STREET'S VIEW OF THE UTILITY INDUSTRY

SURFA Presentation-Gaugler.pdf

Gordon regulated note 4-2-19.pdf

Supporting Materials

Gordon Article.pdf

DINNER SPEAKER: BRANKO TERZIC

BT LI 7 9 2018 PR Trifecta.pdf

ES_Terzic AC Puerto Rico Transforms MW.pdf

NARUC Fin Mkt Terzic 2018.pdf

V2_Terzic AC Puerto Rico Transforms MW.pdf

PANEL 4:  FERC METHODOLOGY FOR DETERMINING THE REQUIRED RETURN ON EQUITY

Hunt - SURFA.pdf

Keyton The FERC’s ROE Methodology.pptx

 

SURFA FERC Methodology Presentation 2019 3.0 - JRWoolridge 4-4-19.pptx

Supporting Materials

D.C. Circuit Court Emera Maine Decision.pdf

E-7-Presentation.pdf

ferc-considering-major-update-to-energy-infrastruc.pdf

MISO Briefing Order.pdf

NETO Briefing Order.pdf

Opinion No. 531-A.pdf

Opinion No. 531-B.pdf

Opinion No. 531.pdf

Opinion No. 551.pdf

PANEL 5:  SECURITIZATION

Fichera SURFA Presentation_FINAL 4-5-19 v2.pptx

Hempstead 2019-04_Securitization (Moody's).pdf

 

McNeal SURFA.pptx

Speaker Bios

Welcome Address

Panel 1

Jim Hempstead Bio.pdf

John Lonski Bio.pdf

Panel 2

Dylan D'Ascendis Bio.docx

Greg Gordon Bio.docx 

Panel 3

Tommy Oliver Bio.doc

Greg Gordon Bio.docx

Michael Gaugler BIo.pdf

John Kiani Bio.docx

Dinner Speaker

Branko Terzic 2019 Bio.docx

 Panel 4

Rita P Scuris BIO.docx

Rohert Keyton Bio.docx

Michael P. Gorman Bio.pdf 

Paul Hunt Bio.docx

Panel 5

Mark Cicchetti Bio.docx

Jim Hempstead Bio.pdf

Steve McNeal Bio.doc