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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\Bond Deal Structuring
Displaying 1 - 50 of 170 Previous | Next | New Search
Hawkins Advisory: Revised IRS Form 8038-CPMembers only Login
Please be advised that on Tuesday, January 21, 2020, the Internal Revenue Service released a revised Form 8038-CP, Return for Credit Payments to Issuers of Qualified Bonds (“IRS Form 8038-CP”).
Managing the Data Revolution in the Municipal MarketMembers only Login
While digital technology has transformed virtually every industry, in certain respects the muni bond market continues to operate in ways that date back to its origins more than 200 years ago. In this Bond Buyer white paper, find out how new...
CDFA Conduit Bond Fee Study
The CDFA Conduit Bond Fee Study evaluates the landscape of current conduit bond fees in order to share best practices and common structures employed by conduit bond issuers across the country. The CDFA Conduit Bond Fee Study only looks at fees...
CDFA // BNY Mellon Webcast Series: Conduit Bond Fees - A Look Behind the NumbersMembers only Login
As the bond market changes, bond issuers must work diligently to keep their fee structures up to date. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, we looked beyond the fee structures and broke down the...
The Partners Involved - Lisa HaganMembers only Login
Lisa Hagan with Hawkins Delafield & Wood presents on the Partners Involved.
CDFA - PFM Capital Markets Webinar Series: What Your Bond Finance Team Worries AboutMembers only Login
During this webinar, Bethany Pugh, Managing Director at PFM, Todd Fraizer, Managing Director at PFM, Austin McGuan, Director, Stifel Nicolaus & Company, Matthew Eisel, Managing Director at PFM, and Robert McCarthy, Partner with Bricker & Eckler LLP...
CDFA PFM Capital Markets Webinar Series: Effects of the Tax Cuts and Jobs Act One Year LaterMembers only Login
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.
Structuring The Deal: Sizing A Bond IssueMembers only Login
Tina Neal, Principal at Perseverance Capital Advisors LLC, discusses the financial feasibilities of potential bond projects.
Bonds, Bond Documents and Financing Structures
Arthur Cohen from Hawkins Delafield & Wood LLP presents on bedrock tools.
The Latest on Bond Financing across FloridaMembers only Login
Maik focuses on how bonds can be used today to provide a significant portion of a project's capital stack with a special focus on bond financing programs in Florida.
The Latest in Bond Financing Across KentuckyMembers only Login
Bond financing remains the bedrock development finance tool for economic development. This session will focus on the Kentucky Bond Development Corporation and their investment in projects across the Commonwealth. Joe Lakofka from Ross, Sinclaire &...
Kentucky Bond Development Finance Corporation (KBDC) Members only Login
Bond financing remains the bedrock development finance tool for economic development. This material focuses on the Kentucky Bond Development Corporation and their investment in projects across the Commonwealth. Roger Peterman from Dinsmore & Shohl...
Negotiating Professional FeesMembers only Login
Tina Neal from Perseverance Capital Advisors LLC presents on negotiating professional fees in bond finance deals.
The Partners Involved: The Role of the Investment BankerMembers only Login
Bob Swanger of Stern Brothers presents on the role of the investment banker in bond deals.
The Partners Involved: Municipal AdvisorMembers only Login
Doug Green from Springsted Incorporated presents on the municipal advisors role in bond financing.
The Partners Involved: The Role of the TrusteeMembers only Login
Christine Robinette from U.S. Bank presents on the role of the trustee in bond finance deals.
The Partners Involved: The Role of Bond CounselMembers only Login
Austin Root from Ice Miller LLP presents on the role of bond counsel in bond finance deals.
Bonds, Bond Documents and Financing StructuresMembers only Login
Arthur Cohen of Hawkins Delafield & Wood presents on the basics of bond finance.
Option Redemption EnhancementMembers only Login
El Paso County this month completed a $50 million bond sale with an option redemption enhancement, the first such transaction in the Lone Star State. Ramirez & Co., which introduced the feature in January, says the option redemption enhancement, or...
Structuring the Deal Part IIMembers only Login
Brian Cooper of Umbaugh describes the considerations that should be taken into account when structuring a bond deal such as potential sources and uses of funds, project costs, interest rate and credit considerations.
Role of TrusteeMembers only Login
Greg Jordan from U.S. Bank speaks on the role of the trustee in a bond financing transaction, starting with their initial appointment and detailing through to the closing day of bond deals.
Role of the UnderwriterMembers only Login
Jeff Freese of KeyBanc Capital Markets details the role and duties of the underwriter in a bond transaction as part of the 2016 Intro Bond Finance WebCourse.
Structuring the Deal: Sizing a Bond IssueMembers only Login
Tina Neal at Davenport & Company looks at sources and uses of funds and explains how best to structure a bond deal to address the unique needs of the borrower.
The Partners Involved - Ratings AgencyMembers only Login
Richard Raphael of Long View Consulting shares how a rating agency is involved in a bond transaction, defining the key factors and process.
The Partners Involved, The IssuerMembers only Login
David Weiss of Business Oregon presents the roles and responsibilities common to most issuers of tax-exempt bond financing transactions.
Bonds, Bond Documents and Financing StructuresMembers only Login
Arthur Cohen of Hawkins Delafield & Wood LLP presents the basics of bond finance, including key documents and players, credit enhancement, and deal structuring for the Fundamentals WebCourse.
Sizing the DealMembers only Login
Bob Swanger of Stern Brothers & Co. discusses the many items to consider when in the process of structuring a bond deal.
Structuring the DealMembers only Login
Brian Cooper of Umbaugh describes the considerations that should be taken into account when structuring a bond deal such as potential sources and uses of funds, project costs, tax analysis and due diligence.
Role of TrusteeMembers only Login
Greg Jordan from U.S. Bank speaks on the role of the trustee in a bond financing transaction, starting with their appointment and detailing through the closing day of bond deals.
Role of the Investment Banker/UnderwriterMembers only Login
The duties of an investment banker/underwriter in a bond transaction are explained by Ron Braun of Stern Brothers & Co. in this presentation for the Intro Bond Finance Course.
Understanding TIF Bond FinancingMembers only Login
The processes and mechanics of using bonds in tax increment financing projects is revealed by Karl Marschel of Bryan Cave LLP.
Negotiated Professional FeesMembers only Login
Tina Neal with Davenport & Company discusses how to select the most competent and qualified professionals, including bond counsels, underwriters, placement agents, financial advisors, and trustees.
Florida's City of Venice Issues $15.4M Green Muni BondMembers only Login
The City of Venice, Florida, has issued a $15.4M green muni bond. It has 18 tranches with maturities ranging from 2016-2035 and coupons between 2-5%. The bond is rated AA, Aa2 and AA by S&P, Moody's and Fitch respectively.
Partners Involved - Bond CounselMembers only Login
Michael Graff with McGuire Woods LLP explains the important role of the bond counsel in general bond transactions, and specifically related to the ABC Manufacturing case study presented during the Intro Bond Finance WebCourse.
Partners Involved - IssuerMembers only Login
David Weiss of Business Oregon presents on the roles and responsibilities common to most issuers of tax-exempt bonds in bond financing transactions.
Structuring the Deal-Combining and Leveraging Other Tools With BondsMembers only Login
Enzo Incandela, attorney with Ice Miller, gives information on combining bonds with existing tools such as TIF, SBA 504 loans, and special assessment districts to fill gaps.
Partners Involved - Rating AgencyMembers only Login
Bern Fischer of Fitch Ratings details the roles of the rating agency in a bond transaction including information on credit, general obligation bonds, revenue bonds and the rating process overall.
Partners Involved - Financial AdvisorMembers only Login
Steve Eikenberry at First American Bank provides great insight about the role of the bank/financial advisor in a bond transaction, including details about financing options and an indicative timeline.
Partners Involved - UnderwriterMembers only Login
Bob Swanger of Stern Brothers & Co. details the role and duties of the underwriter in a bond transaction as part of the 2014 Intro Bond Finance WebCourse.
Partners Involved - TrusteeMembers only Login
Greg Jordan from U.S. Bank speaks on the role of the trustee in a bond financing transaction, starting with their appointment and detailing through the closing day of bond deals.
Prepayment Comparison: Fixed Rate Loans Vs. Interest Rate SwapsMembers only Login
While low Treasury yields are a dream from some, they are a nightmare for others. KPM Financial explains in this whitepaper how fixed rate loan prepayment penalties and interest rate swap terminations require very different calculations.
Bedrock ToolsMembers only Login
This introduction on how bond financing works is presented by Chuck Gleason of Stern Brothers & Co.
Bonds, Bond Documents, and Financing StructuresMembers only Login
Arthur M. Cohen of Hawkins Delafield & Wood LLP presents the basics of bond finance, including key documents and players, credit enhancement, and deal structuring for the Fundamentals WebCourse.
Mixed-Use and Economic Development Financing Structures and OptionsMembers only Login
Strafford's shows special districts can provide a win-win-win situation for the local jurisdiction, the developer, and the ultimate owners of the benefited properties. Lending institutions, which advance credit to borrowers on properties located in...
Creative Bond Financing Strategies - Part 2Members only Login
John Haines, Mercy Corps Northwest; Carol McCoog, Hawkins Delafield & Wood LLP; Michael E. Schrader, Orrick, Herrington & Sutcliffe LP; and Geoff Urbina, KeyBanc Capital Markets discussed the outlook for bonds in the Oregon and consider creative...
Creative Bond Financing Strategies - Part IMembers only Login
John Haines, Mercy Corps Northwest; Carol McCoog, Hawkins Delafield & Wood LLP; Michael E. Schrader, Orrick, Herrington & Sutcliffe LP; and Geoff Urbina, KeyBanc Capital Markets discussed the outlook for bonds in the Oregon and consider creative...
Understanding TIF Bond FinancingMembers only Login
The processes and mechanics of using bonds in tax increment financing projects is revealed by Karl Marschel of Bryan Cave LLP.
Understanding TIF Bond FinancingMembers only Login
Peter Raphael of William Blair expounds upon TIF bonds as a revenue stream including structural issues, various types of bonds, and a case study of a village in Illinois.
Southeast Overtown/Park West TIF Bonds Official StatementMembers only Login
This official statement for the Southeast Overtown/Park West Community Redevelopment Agency Tax Increment Revenue bonds provides a wealth of information on the TIF and bond structure for the BBB+ rated, $55.9M project.
Southeast Overtown/Park West TIF Bonds Official StatementMembers only Login
This official statement for the Southeast Overtown/Park West Community Redevelopment Agency Tax Increment Revenue bonds provides a wealth of information on the TIF and bond structure for the BBB+ rated, $55.9M project.
Displaying 1 - 50 of 170 Previous | Next | New Search

CDFA National Sponsors

  • Alaska Industrial Development and Export Authority
  • Baker Tilly Virchow Krause
  • BNY Mellon
  • Bricker & Eckler LLP
  • Bryan Cave Leighton Paisner LLP
  • Business Oregon
  • CohnReznick
  • FBT Project Finance Advisors LLC
  • Fifth Third Bank
  • Frost Brown Todd, LLC
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McCarter & English, LLP
  • McGuireWoods
  • MuniCap, Inc.
  • NW Financial Group, LLC
  • Petros PACE Finance
  • SB Friedman Development Advisors
  • Stern Brothers
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Wilmington Trust
  • Z. The Bond Buyer
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