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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: Advance Refundings
Displaying 1 - 19 of 19 Previous | Next | New Search
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.
The Latest in Bond Financing across FloridaMembers only Login
Steve Eikenberry walks through bond deals and explores strategies for maximizing the tool throughout the state. He also discusses the current state of Private Activity Bonds structures.
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...
Introduction to Advance RefundingsMembers only Login
Jeff Freese from KeyBanc Capital Markets gives this presentation on the basics of refunding bonds. He reviews advance, current, and taxable refunding bonds, the basic mechanics of advance refundings, and gives some case study examples
Advance RefundingsMembers only Login
Robert Kaplan and Michael Graff with McGuire Woods cover advance refundings topics including: basics, general prohibitions, limitations, and arbitrage.
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.
2013 in Statistics: Refunding Opportunity Dries UpMembers only Login
Bond Buyer released their annual review of the municipal bond market, highlighting major trends and activities across the industry. Highlights include: refunding decline, insurance, state revenue outlooks and more.
Advance Refundings - Basics, Limitations, Arbitrage & MoreMembers only Login
Robert Kaplan and Michael Graff with McGuire Woods cover advance refundings topics including: basics, general prohibitions, limitations, and arbitrage.
Accessing the U.S. Capital MarketsMembers only Login
Sidley Austin produced this excellent primer for entities interested in accessing the U.S. capital markets. This resource provides an overview of securities regulations and laws, the offering process, compliance obligations, exempt offerings, a...
Accelerating the Payment of PACE AssessmentsMembers only Login
This Clean Energy Financing Policy Brief from Lawrence Berkeley National Laboratory is a short and simple document that addresses various complex issues such as bond default, how property assessment acceleration works, protecting mortgage holders,...
The Partners Involved: TrusteeMembers only 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.
Advance RefundingsMembers only Login
Jeff Freese from KeyBanc Capital Markets gives this presentation on the basics of refunding bonds. He reviews advance, current, and taxable refunding bonds, the basic mechanics of advance refundings, and gives some case study examples.
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,...
Advance Refunding BondsMembers only Login
Tina Neal of Piper Jaffray explains advanced refundings in this presentation.
Advance Refundings: Discussion and Case Studies
This presentation by Wayne Seaton of M.R. Beal & Company explains how advanced refundings work and why they should be considered, what types of issues are eligible, and several case studies.
Advance Refundings: Discussion and Case Studies
Wayne A. Seaton's presentation defines advance refunding, methods of advance refunding and explains each method. He also walks through escrow and arbitrage yield and explains what securities can be used in escrow. The presentation does provide case...
CDFA Spotlight: What are Advanced Refundings and How Do They Work?
This article discusses advance refunding of tax-exempt bonds, why they are done, and how these transactions are executed.
Displaying 1 - 19 of 19 Previous | Next | New Search

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