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Sixth Tribal Finance Conference

June 18-19, 2024

Pechanga Resort Casino – Temecula, CA

Event Details

Native Nation Events’ Sixth Tribal Finance Conference will be held June 18-19, 2024 at the Pechanga Resort Casino in Temecula, CA.

This exclusive two-day event will focus on one of the most important aspects of a tribe’s economic future – financial management. You will learn about the state of the economy, building a financial constitution, both long-term and short-term investments, alternative investment options, and much more. This symposium will answer any questions you and your tribe or organization may have about financial management.

We ensure our attendees get to know their peers and interact with one another throughout the event by providing a variety of engaging sessions, numerous networking opportunities, and impressive business solutions.

Four Conferences for the Price of One!
This event is being held in conjunction with our:

When you register for one, you will have access to all four conferences!

Who Should Attend:

  • Tribal Leaders
  • Council Members
  • Chief Financial Officers
  • Tribal Treasurers
  • Finance Officers
  • Investment Managers

To speak with a representative about attending, speaking, or sponsoring, please call us at 201-857-5333 or email sales@nativenationevents.org.

At Native Nation Events, we pride ourselves on offering best-in-class networking events in a fun and relaxed atmosphere. No need for suits and ties; business casual is the preferred dress code for our conferences. 

Register Now To Attend

For Tribal or Tribal Enterprise Representatives

Tribal Super Early Bird

$845

Tribal Early Bird

$945

Tribal Standard Rate

$1045

Group Rate (Must have four or more registered)

Group Tribal Super Early Bird

$745

Group Tribal Early Bird

$845

Group Tribal Standard Rate

$945

Industry Professionals

Pro Super Early Bird

$945

Pro Early Bird

$1045

Pro Standard Rate

$1145

VENUE INFORMATION

Embassy Suites Temecula

29345 Rancho California Road
Temecula, CA 92591
951-676-5656

Pechanga Resort Casino is currently sold out for Monday June 17th and Tuesday June 18th. Please book your stay at Embassy Suites Temecula.

The reservation number for Embassy Suites Temecula is 951-676-5656 or you can book online using this link below.

If you would like to be put on the waiting list for Pechanga Resort Casino please email Julia O’Connor at julia@nativenationevents.org for additional details.

Book Your Room Here

Sixth Tribal Finance Conference

June 18-19, 2024

Pechanga Resort Casino – Temecula, CA

Tuesday, June 18, 2024

7:45 - 9:00 AM

Registration and Networking Breakfast

Summit Ballroom C

9:00 - 9:15 AM

Welcoming Remarks

Summit Ballroom AB

Justin O'Connor

President | Native Nation Events

Ken Perez

President | Pechanga Development Corporation

9:15 - 10:45 AM

The State of Native America Through the Eyes of Tribal Leaders

Summit Ballroom AB

Jamie Fullmer - Moderator

Chairman and Chief Executive Officer | Blue Stone Strategy Partners

Mark Fox

Chairman | MHA Nation

ROBERT MIGUEL - Chairman of Ak-Chin Indian Community

Robert Miguel

Chairman | Ak-Chin Indian Community

Marcellus W. Osceola Jr.

Chairman | Seminole Tribe of Florida

Russell Attebery

Chairman | Karuk Tribe

Listen as tribal leaders delve into what they believe are the most pressing topics within Native America currently. What, if any, areas have tribes improved on in the last year? What are some current issues that need to be addressed within Native America? How will the upcoming election year affect tribes? How are tribes preparing the future generations? Tribal leaders will answer these questions and more, giving an overview of the state of Native America.

10:45 - 11:15 AM

Morning Networking Break

Summit Ballroom C

11:15 - 11:30 AM

Finance Conference Opening Remarks

Elderberry

Bernard Machlovitch

Managing Director | Rockefeller Capital Management

11:30 AM - 12:30 PM

Economy Update: What Can We Expect During An Election Year?

Elderberry

Bernard Machlovitch - Moderator

Managing Director | Rockefeller Capital Management

Martin Tucker

Chief Financial Officer | Choctaw Nation of Oklahoma

Lorenzo Hines Jr.

Chief Financial Officer | Wilton Rancheria

Industry experts and leaders will go over what to expect for the remaining election year and after the election. What regulations are important for tribal leaders and CFOs to be aware of, and how could they potentially change within the next year? Kick off the Tribal Finance Conference with this in-depth look at the current state of the economy.

12:30 - 1:30 PM

Networking Lunch

Summit Ballroom C

1:30 - 2:30 PM

Finance Directors Interview

Elderberry

Matt Borkowski - Moderator

Director of Business Applications Sales | Arctic IT

Rabih Ghanem

Chief Financial Officer | La Jolla Band of Luiseño Indians

Lorenzo Hines Jr.

Chief Financial Officer | Wilton Rancheria

Listen to a tribal chief financial officers discuss the most important financial issues and emerging trends within the industry. We will hear what these executives believe to be the most important changes coming and how they can affect their tribes investment strategy. More importantly, since COVID what new policies have been enacted to ensure the sustainability of the investment portfolio. Have they created investment policies and procedure documents? How important is it and how do you go about selecting the ideal team?

2:30 - 3:00 PM

Afternoon Networking Break

Summit Ballroom C

3:00 - 4:00 PM

How Can Tribes Benefit From the Evolution of Private Debt?

Elderberry

Bernard Machlovitch - Moderator

Managing Director | Rockefeller Capital Management

David Manzano

Managing Director | Golub Capital

Since the Great Financial Crisis (2008), the market for private debt has exploded in size, diversity and complexity as traditional banks have reduced lending. This panel will explore how Tribes can step into the banks shoes and earn attractive income from investing in private credit solutions secured by Real Estate, Infrastructure, Corporations, and other assets.

4:00 - 4:45 PM

Investment Themes for 2H2024

Elderberry

Jim Paulsen

Regional Vice President | Guggenheim Investments

How will global elections and geopolitical instability effect markets? How will technological innovation and competition continue to transform the economy? Will treasury issuance continue to weigh on rates and crowd out other issuers? Can the fed easing cycle drive long-end rates lower than anticipated? Plus an update on commercial real estate stress, will soft landing hopes will give way to (mild) recession, and opportunity in fixed income.

4:45 PM

Day One Concludes

Wednesday, June 19, 2024

7:30 - 8:30 AM

Registration and Networking Breakfast

Summit Ballroom C

8:30 - 9:30 AM

Improving Your Tribe’s Financial Fitness

Elderberry

Keith Anderson - Moderator

Partner | Aim Law

John Wyda

Senior Portfolio Manager, Senior Investment Analyst, Assistant Vice President | Federated Securities Corp

John Barthel

Founder and Chief Executive Officer | Honest Group

Daune Cardenas

Chief Executive Officer | Pascua Yaqui Development Corporation (PYDC)

Jennifer Hines

Deputy Chief Executive Officer | Medicine Creek Enterprise Corporation

How can your tribe increase income from significant cash balances? Are there flexible/less onerous ways to borrow when your tribe has temporary bridge loan needs? What are market interest rate expectations? How can you use this information to make better choices?

9:30 - 11:00 AM

Tribal Leaders Roundtable: Diversifying Income Sources to Aid Wealth Preservation for Generations to Come

Elderberry

Jamie Fullmer - Moderator

Chairman | Blue Stone Strategy Partners

Sean Vasquez

Board Member | Pechanga Development Corporation

Russell Attebery

Chairman | Karuk Tribe

Jamie Azure

Chairman | Turtle Mountain Band of Chippewa Indians

We will hear from some of the top elected officials within Indian Country about what measures they have taken personally and within the government body to ensure a sound and balanced investment policy. What are some investments that have paid off? What are the tribes leery on when it comes to investment instruments? Is there a “hard pass” on certain investment opportunities? What is their tribe’s overall appetite for risk?

11:00 - 11:15 AM

Exhibitor Raffle Drawing

Elderberry

Winners must be present to win

11:15 AM

Tribal Finance Conference Concludes

Keith Anderson

Partner | Aim Law
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Russell Attebery

Chairman | Karuk Tribe
Read More

Jamie Azure

Chairman | Turtle Mountain Band of Chippewa
Read More

Daune Cardenas

Chief Executive Officer | Pascua Yaqui Development Corporation (PYDC)
Read More

John Barthel

Founder & CEO | Honest Cannabis
Read More

Matt Borkowski

Director of Business Application Sales | Arctic IT
Read More

Jamie Fullmer

Chairman & CEO | Blue Stone Strategy Partners
Read More

Rabih Ghanem

Chief Financial Officer | La Jolla Band of Luiseño Indians
Read More

Jennifer Hines

Deputy Chief Executive Officer | Medicine Creek Enterprise Corporation
Read More

Lorenzo Hines Jr.

Chief Financial Officer | Wilton Rancheria
Read More

Bernard Machlovitch

Managing Director | Rockefeller Capital Management
Read More

David Manzano

Managing Director | Golub Capital
Read More

Robert Miguel

Chairman | Ak-Chin Indian Community
Read More

Martin Tucker

Chief Financial Officer | Choctaw Nation of Oklahoma
Read More

Marcellus W. Osceola Jr.

Chairman | Seminole Tribe of Florida
Read More

Jim Paulsen

Regional Vice President | Guggenheim Investments
Read More

Ken Perez

President | Pechanga Development Corporation
Read More

Sean Vasquez

1st Vice President | Pechanga Development Corporation
Read More

John Wyda

Senior Portfolio Manager, Senior Investment Analyst, Assistant Vice President | Federated Securities Corp.
Read More

Corporate Partners

Gold Sponsors

Exhibitors

Lanyard Sponsor

For sponsorship opportunities, please reach out to our sales team at 201-857-5333 OR SALES@NATIVENATIONEVENTS.ORG