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...

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...

In this report, green bond basics are explained in detail. Additionally, market growth and trends for green bonds are examined.

John Stoecker from California Municipal Finance Authority gives a presentation on how private activity bonds are assisting with the financing of economic development and charitable activities in communities throughout California.

In this presentation, Gray Smith, President and CEO of the Chester County Economic Development Council, examines rural financing strategies. Aggie Bonds are explained in detail, including eligibility and the application process.

John Wooten of Wells Fargo Bank explains the power of tax-exempt private activity bonds.

John Wooten of Wells Fargo discusses the structure of tax-exempt bond financing.

This report looks at the various ways to pay for sufficiently profitable projects. Energy-efficiency projects reduce or eliminate expenses that would otherwise be incurred, typically by using proven technologies and time-tested methods. This chapter...

Vicki Elmer with UC Berkeley begins this paper with some general facts about bonds before moving into a discussion of the decision to borrow. Different types of bonds are described along with the bond issuance process.

Odis Jones of the Public Lighting Authority of Detroit discusses the financing mechanisms behind the installation of LED light bulbs for streetlights throughout Detroit.

John Kamins of Foster Swift Collins & Smith PC explains the basics behind bond financing in Michigan, including the types of projects, laws associated with the issuance of bonds, and the key players in issuing bonds.

This case study and explanation of the Oregon Express Bond Program was presented by Don Krogh of Classic Foods, Ltd., Pat Campbell of West Coast Bank, Carol McCoog of K&L Gates, LLP, and David Weiss of Business Oregon. Details include the program...

The bond issuer plays an important role in bond financing which is presented by Tony Sertich of the California Housing Finance Agency.

Diane Quan of Hawkins, Delafield & Wood LLP covers the duties of bond counsel in bond deal structures.

The various types of bonds and important bond terms are explained by James Hamill of Bridge Strategic Partners.

Bob Gamble of Public Financial Management gives an introductory overview of bond financing.

Jose Matamoros of The Bank of New York Mellon details the role a trustee plays in a bond transaction including administrative duties, trust funds, debt service and more.

The responsibilities of the underwriter in a bond financing agreement is outlined by Russell Goings of Hutchinson, Shockey, Erley & Co.

Information on tax-exempt bonds and differences with taxable bonds is detailed by Dan Bronfman of Growth Capital Associates, Inc.

Ben Barker of the California Municipal Finance Authority describes the many rules governing the issuance of tax-exempt bonds including the private business use test, use of proceeds, TEFRA hearings, compliance issues, and more.

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.

This whitepaper from Norton Rose Fulbright provides a background on the SEC Municipalities Continuing Disclosure Cooperation (MCDC) Initiative, and details on recommended actions and identifying possible violations.

In this paper, New Philanthropy Capital (NPC) examines the evolution of Social Investment Bonds (SIBs) from the perspective of providers and sector experts who attended their roundtable in April 2014.

The Arizona Department of Commerce created this document to help businesses understand the advantages and process of accessing tax-exempt financing and applying for volume cap.

RBC Capital Markets provides a report on green bonds. Included in the report is an overview of green bonds, what the current market looks like globally, and the growth opportunity for green bonds in North America.

The Arizona Commerce Authority provides a quick history and summary of Private Activity Bonds (PABs) and how they are used in the state.

Daniel McRae with Seyfarth Shaw discusses the Georgia Bond Market. The presentation includes information on backing the bonds, tax-exempt bonds, manufacturing bonds, 501(c)(3) bonds and much more.

Dianne McNabb with Public Financial Management describe the current bond market in Georgia and show how they were used for an Olympic stadium in Atlanta.

Kirk Claussen with Public Financial Management explores Seaport debt alternatives and the framework for evaluating Seaport Project Finance.

Ed Gray III with Capital Trust Agency discusses the bond process including case studies from around Florida.

Cheryl Strickland of Stifel, Nicolaus & Company, Inc. presents information on market and economic trends in Florida as well as the national municipal bond market and the role that bonds play in development finance.

The Clean Energy + Bond Finance Initiative created this recommended financing model factsheet for clean energy development. The Qualified 501(c)(3) model achieves low-cost capital for renewable energy installations at nonprofit facilities.

This report from CDFA, Brookings Institution Metropolitan Policy Program and Clean Energy Group demonstrates the tremendous potential for state and local bonding agencies to support clean energy investment through the bond market.

The Municipal Securities Rulemaking Board's annual Fact Book provides comprehensive and historical statistics on the municipal market trading patterns, continuing and primary market disclosure, interest rate resets and more.

During this webcast, Lynette Kelly of the MSRB, Leo Karwejna from Public Financial Management and John McNally of Hawkins Delafield & Wood LLP explained the role of the MA and discussed the proposed draft Rule G-42.

The Municipal Bonds Investor's Guide from Raymond James is a tremendous resource for those seeking to understand the fundamentals of municipal bonds including basic facts, tax exemption, yields, market risk, types of municipal bonds, and common...

The IRS released “Avoiding Troubled Tax-Advantaged Bonds” from the TEB Compliance Practice Research Team which identifies a number of considerations for issuers of municipal bonds and outlines steps toward producing public resource products to...

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...

In August 2012, Goldman Sachs Bank’s Urban Investment Group (UIG) announced the first social impact bond (SIB) in the United States, a $9.6M loan it would make to support the delivery of therapeutic services to teenagers incarcerated on Rikers...

The Clean Energy + Bond Finance Initiative released this report detailing how states and cities are using bonds and other existing tools to finance clean energy development. The report explores state and city examples of new financial structures,...

This Investor Guide, prepared by the Municipal Securities Rulemaking Board (MSRB), includes information to help investors learn about municipal bonds before making an investment. The MSRB regulates certain financial professionals in the municipal...

Edwin Oswald and Michael Larsen from Orrick, Herrington & Sutcliffe offer a comprehensive overview of Clean Renewable Energy Bonds. The paper provides information on the mechanics of CREBs, qualified issuers, allocation of national CREB volume...

This report, prepared by IHS Global Insight, assesses the major types of state and local infrastructure that is supported by tax-exempt bond financing and estimated the economic impact of spending cuts precipitated by municipal bond tax exemption...

Private Activity Bonds (PABs) provide profitable firms with capital cost savings stemming from the difference between taxable and tax-exempt interest rates. The Michigan Strategic Fund issues PABs on behalf of the borrower and lends the bond...

Cheryl Strickland of Stifel, Nicolaus & Company, Inc. presents information on market and economic trends in Georgia as well as the national municipal bond market and the role that bonds play in development finance.

Blake Sharpton of Peck, Shaffer & Williams LLP provides an overview of bonds, tax allocation districts (TADs), and special district finance. Sharpton also describes the importance of repayment revenue sources and the bond financing process.

The Clean Energy + Bond Finance Initiative created this recommended financing model for clean energy development. The BBIA model leverages bond financing to achieve relatively low cost capital for renewable energy. Furthermore, this model allows for...

As summarized by Morrison Foerster, this "Cheat Sheet" outlines the basic impacts of The Dodd-Frank Wall Street and Consumer Protection Act. Signed into federal law by President Barack Obama on July 21, 2010 and passed as a response to the...

This document, prepared by the Joint Committee on Taxation, summarizes the provisions and discusses economic issues of allowing a deduction for certain State and local taxes, tax-exempt and tax-credit bond provisions, income tax, and the treatment...

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...