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Online Resource Database

Most resources in the ORD are available to CDFA members only. CDFA members should login with their CDFA Account at the top of the page to access the full set of resources. Non-members are encouraged to join CDFA today to gain access to the entire database.

Search Results: Bond Finance

Displaying 1 - 50 of 2018

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New TEFRA Regulations for Qualified Private Activity Bonds

Bond Finance | Federal | Internal Revenue Service (IRS) | U.S. Dept. of Treasury

Beginning April 1, 2019, issuers of qualified private activity bonds will be governed by a new set of TEFRA regulations (the Final TEFRA Regulations). The Final TEFRA Regulations, which stem from the Treasury Department’s 2017 Proposed Regulations...

CDFA - PFM Capital Markets Webinar Series: Financing for Climate Resilience

Bond Finance | Green Finance | Webcasts

During this webinar, Eric Espino with PFM, Heather Green with the City and County of San Francisco, and Bob Gamble with PFM discussed how cities are addressing the challenges of climate change and the types of bond and financing structures being...

Case Studies - Chris Burnham Members only

Chris Burnham with Development Finance Authority of Summit County presents a case study during Intro Bond Finance WebCourse.

The Basics of Bond Finance - James Hamill Members only

James Hamill with California Statewide Communities Development Authority presents the basics of bond finance during the Intro Bond Finance WebCourse.

The Partners Involved - Jeff Freese Members only

Jeff Freese with KeyBanc Capital Markets presents on The Partners Involved during the Intro Bond Finance WebCourse.

Types of Tax Exempt Bonds - Lynda Templen Members only

Lynda Templen with Husch Blackwell LLP presents on the Types of Tax Exempt Bonds during the Intro Bond Finance WebCourse.

Why Bond Financing? - Toby Rittner Members only

Toby Rittner with the Council of Development Finance Agencies presents on Why Bond Financing during the Intro Bond Finance WebCourse.

The Partners Involved - Gregory Jordan Members only

Gregory Jordan with U.S. Bank speaks on the Partners Involved during the Intro Bond Finance WebCourse.

The Partners Involved - Richard Raphael Members only

Richard Raphael, with Long View Consulting, presents on the Partners Involved during the Intro Bond Finance WebCourse.

The Partners Involved - Michael Allen Members only

Michael Allen with Ice Miller presents on the Partners Involved during the Intro Bond Finance WebCourse.

The Partners Involved - David Weiss Members only

David Weiss with Business Oregon presents on the Partners Involved during the Intro Bond Finance WebCourse.

Closing the Deal - Dan Massiello Members only

Dan Massiello with Kosmont Companies presents on Closing the Deal during the Intro Bond Finance WebCourse.

Issuing the Bonds - The Rules - Ben Barker and Lauren Mack Members only

Ben Barker with the California Municipal Finance Authority and Lauren Mack with Reyes Kurson present on Issuing Bonds - The Rules during the Intro Bond Finance WebCourse.

Structuring the Deal - Brian Cooper and Doug Green Members only

Brian Cooper with Umbaugh and Doug Green with Springsted Incorprated present on Structuring the Deal during the Intro Bond Finance Webcourse.

Growing the U.S. Green Bond Market Members only

Agriculture Finance | Bond Finance | Energy Finance | Green Finance | Infrastructure Finance | (more)

The United States’ deteriorating infrastructure is woefully underprepared to address the challenge of adapting to climate change. The funding gap has presented an opportunity for global capital markets to create investment vehicles that provide...

CDFA - PFM Capital Markets Webinar Series: Regulatory Landscape with MSRB and SEC Framework Members only

Bond Finance | Municipal Securities Rulemaking Board (MSRB) | U.S. Securities and Exchange Commission (SEC) | Webcasts

This session discussed the recent amendments and how to prepare. The discussion included insights and reminders about how to remain compliant in all areas from main regulatory bodies for bond financing in the capital markets. Speakers on this...

Unlocking the Development Finance Toolbox Members only

Access to Capital | Bond Finance | Development Finance Toolbox | Economic Development | Opportunity Zones | (more)

Toby Rittner, President and CEO of CDFA, presents the development finance toolbox during the Fundamentals of Economic Development Finance WebCourse.

CDFA PFM Capital Markets Webinar Series: Effects of the Tax Cuts and Jobs Act One Year Later Members only

Bond Finance | Development Finance Toolbox | Webcasts

During this webinar, Daniel Kozloff with PFM, Jeffrey Pearsall with PFM, and Jay Bartlett with Citigroup Global Markets Inc. featured the pros and cons and the questions that remained twelve months into the new tax law.

2019 Proposed Bond Reissuance Regulations Members only

Bond Finance | Internal Revenue Service (IRS) | U.S. Dept. of Treasury

The Department of the Treasury's IRS released new Proposed Regulations regarding Bond Reissuance. The Proposed Regulations address the subject of “reissuance” in connection with issues of tax-exempt obligations. The Proposed Regulations...

CDFA PFM Webinar: Capital Markets Today Members only

Slides from the CDFA PFM Webinar: Capital Markets Today.

CDFA PFM Webinar Series: Capital Markets Today Members only

This webinar shares insights on today’s capital market, including insight and the role rating agencies play in the capital market. Speakers include Robert Gamble, Michael Todd Fraizer, and Kenneth Schiebel from Public Financial Management, as well...

Ask the Strategist: Taxable Municipal Bonds Members only

Municipal bonds are a particularly popular investment vehicle because interest earned is not subject to federal income tax. However, many investors do not realize that not all municipal bonds are free from Uncle Sam’s tax bite. Alan Schankel,...

How to Capitalize a Revolving Loan Fund - OH Members only

Access to Capital | Bond Finance | Revolving Loan Funds (RLFs)

Chris Burnham with the Development Finance Authority of Summit County presents on their bond fund and the Akron Community Revitalization Fund.

Redevelopment of Rock Hill, SC - JEDA Members only

Bond Finance | Redevelopment

Harry Huntley with the South Carolina Jobs-Economic Development Authority presents on several conduit issuances in Rock Hill, SC including the issue for Rock Hill Arena.

Taking the Mystery Out of Conduit Bonds - TX Members only

Bond Finance | Infrastructure Finance

Seth Crone with The Bank of New York Mellon and Chris Fisher with the Port of Beaumont present on several recent bond issues by the Port of Beaumont.

CDFA Disaster-area Recovery Bonds Memorandum

Bond Finance | Disaster Recovery & Relief | Legislative

The CDFA Disaster-area Recovery Bonds Memorandum outlines the CDFA national legislative proposal for a permanent category of Disaster-area Recovery Bonds.

Disaster Recovery Bond Financing: Considerations for Congress

Bond Finance | Disaster Recovery & Relief

In their report, the National Association of Bond Lawyers detail the national importance of a permanent category of disaster recovery bonds, and offer recommendations for Congress to consider.

Taking the Mystery Out of Conduit Bonds - Husch Blackwell LLP Members only

Lynda Templen and Daniel Gentges with Husch Blackwell LLP present on the basics of using conduit bonds and walk through the steps of the bond process.

Taking the Mystery Out of Conduit Bonds - OR & NE Members only

Les Krone with Stern Brothers and Michael Schrader with Orrick Herrington & Sutcliffe present on the bonds that supported Red Rock Biofuels and Prairie Catalytic.

Financing Hospitals and Health Care Facilities in Underserved Communities - MA Members only

Bond Finance | Community Development

Naomi Baruch and Robert Seega from MassDevelopment present several case studies and strategies for financing hospitals and healthcare facilities in Massachusetts.

Assembling Capital for Adaptive Reuse - OH Members only

Bond Finance | Redevelopment | Tax Credits | Tax Increment Finance (TIF)

Ryan Kozak with Huntington Capital Markets and Caleb Bell with Bricker & Eckler LLP present on the redevelopment of the Cleveland Athletic Club.

Financing Hospitals and Health Care Facilities in Underserved Communities - WI Members only

Bond Finance | Community Development

Dennis Reilly with the Wisconsin Health & Educational Facilities Authority (WHEFA) presents on the financing programs they offer and several case studies of Hospitals they have assisted through bond financing.

Investing in Competitive Clean Energy Act

Bond Finance | CDFA Original Research | Energy Finance | Green Finance | Legislative

The Investing in Competitive Clean Energy Act is a CDFA legislative proposal that would fund credit enhancement tools and provide credit support for clean energy bond finance structures.

Strategically Reacting to an Identified Community/Economic Development Finance Need: The Akron Community Revitalization Fund Members only

Bond Finance | Brownfield Financing | Community Development | Economic Development | Redevelopment | (more)

Chris Burnham with the Development Finance Authority of Finance Authority of Summit County discusses a loan program dedicated to the revitalization of his community.

Disaster Recovery Bond Financing: Considerations for Congress Members only

Bond Finance | Disaster Recovery & Relief | Legislative

This report, produced by the National Association of Bond Lawyers, provides Congress with a blueprint for permanent disaster relief financing mechanisms.

Government Finance Officers Association Debt 101-Volume 1-Issuing Bonds Members only

Governmental entities have been using debt (most often in the form of “municipal bonds”) for over 200 years to fund public infrastructure such as government buildings, water distribution systems, schools, police stations and many other projects that...

Industrial Development Bonds: An Often Overlooked Opportunity for Expansion Members only

Industrial development bonds (IDBs) are a relatively unpublicized and often misunderstood source of tax-advantaged financing for business that declined in usage during the recession. Now, however, as the economy strengthens and companies begin to...

Financing Supportive Housing with Tax-Exempt Bonds and 4% Low-Income Housing Tax Credits Members only

Tax-exempt bonds partnered with 4% Low-income Housing Tax Credits (LIHTC) have been widely used by affordable housing developers. It has taken longer for this financing structure to be used by permanent supportive housing developers since most...

Industrial Development Bond Financing Members only

This resource deals with tax-exempt bond financing. This is a special form of financing available for construction of new manufacturing facilities, for an expansion of existing manufacturing facilities and for rehabilitation of existing...

IRS Publication 5005- Your Responsibilities as a Conduit Issuer of Tax-Exempt Bonds Members only

The IRS Publication 5005, provides an overview for state and local governments of the responsibilities of the conduit issuer with respect to the tax compliance in municipal financing arrangements commonly known as conduit financings.

Financing Options for Local Government Members only

Access to Capital | Bond Finance

Indiana Bond Bank Presentation on Financing Options for Local Government

Private Activity Bonds: An Introduction Members only

Access to Capital | Bond Finance

An Introduction on Private Activity Bonds from the Congressional Research Service

Introduction to Qualified 501(c)(3) Bonds Members only

Access to Capital | Bond Finance

An Introduction to Qualified 501(c)(3) Bonds Presentations at the Annual Institute on Advising Nonprofit Organizations

Tax-Exempt 501(c)(3) Bonds 201 Members only

Tax-Exempt 501(c)(3) Bonds Presentation by the National Association of Health and Educational Facilities Finance Authorities.

501(c)(3) Bonds 101 Members only

Webinar Presentation on 501(c)(3) Bonds by Marc Feller, Samuel Cooper, and Mark Vacha from Dilworth Paxson Law.

The Partners Involved: Municipal Advisor Members only

Bond Finance | Economic Development

Wes Hall of PFM discusses the role of the municipal advisor in bond finance deals.

Bond Case Studies - Illinois Finance Authority Members only

Bond Finance | Economic Development

Rich Frampton from the Illinois Finance Authority presents bond case studies from his work in Illinois.

Understanding TIF Bond Financing Members only

Bond Finance | Economic Development | Tax Increment Finance (TIF)

Sara Davis-Buss from Eckert Seamans & Chris Sheehan from Stifel present on TIF bond financing.

Financing Options for Local Government Members only

This document will show how the Indiana Bond Bank (IBB) can be an asset to local government. The IBB provides financing options for essential equipment, short-term infrastructure projects, and fuel budgeting; is set up to assist with debt issuance;...

Bond Case Studies - Illinois Members only

Bond Finance | Economic Development

Rich Frampton from the Illinois Finance Authority presents some bond financing case studies.

Displaying 1 - 50 of 2018

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