Search Results: Understanding Bonds
Internal Revenue Code Provisions to PAB Volume Cap Login
Robert Labes with Squire Sanders shared the provisions relating to private activity bond volume cap he referenced during his presentation. The provisions can be found in the referenced sections of the Internal Revenue Code.
Call to Action: Protect Municipal Bonds Login
The National League of Cities and National Association of Counties produced this document to support preserving tax-exempt municipal bonds. The document explains the critical role municipal bonds play in local infrastructure, jobs, and overall...
California Energy & Bond Financing Programs Login
Michael Paparian with California Pollution Control Financing Authority shares financing innovations CPCFA has in place to incorporate as many tools as possible in order to maximize clean energy investments throughout California.
Clean Energy Finance and Investment Authority Login
Bert Hunter with Connecticut's Clean Energy Finance and Investment Authority shared information about the Authority including strategy, state impact, national clean energy financing trends, deal structures, and more.
Bedrock Tools - Tax-Exempt Financing Trends Login
Tom Nida with United Bank provided an understanding of the tax-exempt programs available for economic development projects. Specifically, Nida discussed bonds, federal tax credit programs, and economic trends.
Targeted Tools - TIF & Special Assessments Login
Melissa Messina with Miles & Stockbridge and David Saikia with MuniCap discuss tax-increment financing and the variety of targeted tools available underneath the umbrella of TIF such as SIDs and BIDs.
How the Tool Works: Qualified Private Activity Bonds Login
This CDFA "How the Tool Works" profile explains Qualified Private Activity Bonds (PABs), which drive most projects involving both the public and private sector. This informative document provides an overview, different types of PABs, model programs,...
Structuring the Bond Issue Login
Tanya Hahn at Robert W. Baird & Co, Inc covers the necessary steps of structuring a deal, including structuring items, collateral, project revenue, debt service funds, rates, amortization, and understanding the market.
Issuing Bonds - The Rules Login
Linda Schakel from Ballard Spahr LLP covers the strict series of rules governing tax-exempt bonds depending on project type, and bond being used. Linda explains the private business use test, alternative minimum tax, volume cap, use of proceeds and...
Bond Finance: Closing the Deal Login
Jeff Freese with KeyBanc Capital Markets wraps up all of the steps leading up to the bond closing and explains the final important steps to closing the deal.
CDFA: Why Bond Financing? Login
Toby Rittner with the Council of Development Finance Agencies shares extensive knowledge about the development finance environment, focusing primarily on bonds.
The Partners Involved: Rating Agencies Login
John DeLuca from Fitch Ratings discusses the important role a rating agencies has in a bond transaction. John details what a rating is and why it is important, key rating factors, the rating process, and impact of regulatory changes on issuers.
The Partners Involved: Trustee Login
John Doherty at U.S. Bank explores the role of the trustee in a bond transaction. John discusses services, delivery of bonds, debt service payment process, investment of proceeds and much more.
The Partners Involved: Financial Advisor Login
Steve Eikenberry at First American Bank provides great insight about the role of the bank/financial advisor in a bond transaction. Steve includes details about financing options and an indicative timeline.
Types of Tax-Exempt Bonds Login
Kate Tompkins and Johnny Hutchinson from Squire Sanders examine the wide variety of tax-exempt bonds, including benefits and uses for the different categories.
The Partners Involved: Issuer Login
Christopher Burnham with Development Finance Authority of Summit County shares experiences and information about the roles that the issuer plays in a bond transaction.
The Partners Involved: Bond Counsel Login
Michael Graff with McGuire Woods LLP explains the important role of the bond counsel in general bond transactions, and specifically as those duties relate to the ABC Manufacturing case study presented to the audience.
Allegheny County: What the Authorities Do Login
Darnell Moses with Allegheny County Economic Development explains the financing functions of economic development authorities, specifically Allegheny County Industrial Development Authority.
Economic Recovery through Bond Finance
John Wooten of Wells Fargo and Lee McCormick of Community Development Associates provide a thorough discussion of tax-exempt bond finance structures and categories.
MSRB Rule G-17 Webinar Presentation Login
The MSRB held this webcast on Rule G-17: Interpretive Notice on Duties of Underwriters to Issuers. Topics include background information, required disclosures, and disclosure timing.