Search Results: Bond Arbitrage & Rebate
CIFA: Analysis of State Bond Banks Login
Council of Infrastructure Financing Authorities Analysis of State Bond Banks prepared by Government Finance Group broadly explains bond banks, components, and strategies.
Governmental and Private Activity Bonds Login
This presentation by Linda Schakel discusses state and local government bonds as well as private activity bonds. Topics include qualified management contracts, types of bonds, volume cap allocations, 501(c)(3) bonds, and arbitrage rules.
Rebate and How to Calculate Yield and Rebate Login
Kristen Kalinowski from BNY Mellon gives this presentation outlining the basic steps for calculating yield and rebate. She gives an overview of the arbitrage laws, explains calculation and reporting requirements, and gives some example calculations.
Arbitrage Rebate and Yield Restriction Compliance Login
Kristen Kalinowski from BNY Mellon gives this detailed presentation on the arbitrage and rebate. She discusses the basic rules of arbitrage, proceeds subject to rebate, exceptions to rebate requirements, and important documentation steps. among...
CDFA Bond Finance Resource Center
The CDFA Bond Finance Resource Center is a one-stop hub for all of the resources, reports, headlines, and projects that CDFA collects and publishes related to bond finance. Find links to resource tags, market reports, original research, upcoming...
Advanced Bond Finance Reference Guide
The Advanced Bond Finance Reference Guide is written for professionals who already have an understanding of tax-exempt financing and seek detailed instruction on complex financing techniques, including the application of financial derivatives,...
Tax Arbitrage by Colleges and Universities
This Congressional Budget Office report examines indirect arbitrage by colleges and universities utilizing tax-exempt bond financing. The report was requested by Senator Charles Grassley (IA) to examine if colleges and universities are taking...
Overview of the Arbitrage Laws
This presentation given by Brian Helming from Pinnacle Arbitrage Compliance LLC examines the issue of arbitrage. It includes an explanation of how to calculate the rebate amount and other technical aspects of arbitrage transactions. The presentation...
CDFA Spotlight: Arbitrage and Rebate
This article explores the world of arbitrage and rebate. Arbitrage and rebate violations in various forms account for a very large percentage of issues audited by the IRS and, in turn, found to have violations. Learn the basics of arbitrage and...
Overview of the Arbitrage Laws
This presentation highlights arbitrage, arbitrage rebate, as well as computation rates. The presentation also includes a sample of fixed rate and variable rate bond yields.
Arbitrage and Rebate
This resource is a Olivia Shay-Bryne presentation about high yield investments. She defines arbitrage and rebates, and outlines the key terms of high yield investments. It includes case studies of recent 501(c)(3) deals.