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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 Deal Structuring
Displaying 1 - 50 of 152 Previous | Next | New Search
CDFA PFM Capital Markets Webinar Series: Effects of the Tax Cuts and Jobs Act One Year Later
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 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...
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.
Bonds, Bond Documents and Financing StructuresMembers only Login
Arthur Cohen of Hawkins Delafield & Wood LLP provides an in-depth analysis of bond finance.
Financing a Disaster: Strategies for Local Governments and School DistrictsMembers only Login
Lauren Trialonas of Squire Patton Boggs LLP presents a variety of financing strategies for local governments and school districts after a disaster, while also providing several accompanying examples in New York State.
Bond BasicsMembers only Login
David Weprin of Stern Brothers & Co. discusses the basics behind bonds, as well as the players, process, and structuring considerations.
Bedrock Tools: Role of the UnderwriterMembers only Login
Terry Finn of Stern Brothers covers the basic role of the underwriter within a bond transaction going over the structure, process, and some case studies.
The Fundamentals of Economic Development Finance: Bonds, Bond Documents, and Financing StructuresMembers only Login
Arthur Cohen with Hawkins Delafield & Wood explains elements of a bond, applications to public agencies, participant roles, financing documentation and more.
Role of a Bond IssuerMembers only Login
The bond issuer plays an important role in bond financing which is presented by Tony Sertich of the California Housing Finance Agency.
Structuring the DealMembers only Login
Russell Goings of Hutchinson, Shockey, Erley & Co. illustrates how to structure bond deals touching on various topics including repayment sources, security features, credit enhancements, and other tools.
Closing the Deal: An Overview of How Bonds are Paid For and DeliveredMembers only Login
Dan Massiello from Kosmont Companies details the final phase of bond transactions, examining the participants, documents and proceedings of bond closing.
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 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 - TrusteeMembers only Login
David Massa from U.S. Bank speaks on the role of the trustee in a bond financing transaction. He mentions the duties of establishing holding funds, investments, disbursements & receipts, debt service payments, maintaining account records, and...
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.
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 - Bond CounselMembers only 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.
Displaying 1 - 50 of 152 Previous | Next | New Search

CDFA National Sponsors

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