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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: Investing Bond Proceeds
Displaying 1 - 25 of 25 Previous | Next | New Search
Advanced Topics in ArbitrageMembers only Login
This lesson from the IRS reviews the elements of the different derivative and hedge products used in the municipal market. Derivative structures often involve credit enhancement in various forms. This lesson also reviews the requirements and...
IRS Publication 4078: Private Activity BondsMembers only Login
This IRS Publication 4078, Tax-Exempt Private Activity Bonds, provides a revised overview of the general federal tax law rules that apply to qualified private activity bonds.
IRS Publication 4077: 501(c)(3) BondsMembers only Login
This publication from the IRS describes rules that apply to a particular type of qualified private activity bonds: qualified 501(c)(3) bonds. This Publication also addresses practices and steps an issuer or 501(c)(3) organization can take to protect...
Issuing Bonds - The RulesMembers only Login
Ben Barker of the California Municipal Financial Authority and Linda Schakel of Ballard Spahr LLP detail the various rules and items to monitor during issuance of tax exempt bonds.
Issuing Bonds - The RulesMembers only Login
Linda Schakel of Ballard Spahr LLP and Jeff Demonbrun of Gates Capital detail the various rules and items to monitor during issuance of tax exempt bonds.
Closing the DealMembers only Login
Bob Swanger of Stern Brothers & Co. details the final phase of bond transactions, examining the participants, documents and proceedings of bond closing.
Investing Bond ProceedsMembers only Login
Christopher Harris and Michael Steinbrook with PFM Asset Management explain investment strategies for bond proceeds.
Issuing Bonds - The RulesMembers only Login
Ben Barker of the California Municipal Financial Authority and Linda Schakel of Ballard Spahr LLP detail the various rules and items to monitor during issuance of tax exempt bonds.
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 Partners Involved: Bond CounselMembers only Login
Diane Quan of Hawkins, Delafield & Wood LLP covers the duties of bond counsel in bond deal structures.
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.
Issuing Bonds - The RulesMembers only Login
Kim Betterton of Ballard Spahr details the rules of bond financing, touching on governmental bonds, private activity bonds, private business use, reimbursement limitations, post-issuance compliance and more.
Investing Bond Proceeds - Investment StrategiesMembers only Login
Christopher Harris and Michael Steinbrook with PFM Asset Management explain investment strategies for bond proceeds.
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...
Issuing Bonds - The RulesMembers only Login
Linda Schakel from Ballard Spahr LLP covers the strict series of rules governing tax-exempt bonds depending on project type, and bond being used. Linda explains the private business use test, alternative minimum tax, volume cap, use of proceeds and...
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.
IRS Conference: Arbitrage Yield Restrictions & Rebate ComplianceMembers only Login
The IRS Office of Tax Exempt Bonds provided this presentation on arbitrage yield restrictions and rebate compliance. Topics include an arbitrage overview, filing requirements, and the rebate claims process.
The Role of the TrusteeMembers only Login
The role of a trustee and the investment of bond proceeds are covered by John Doherty of U.S. Bank in this presentation.
Investing Bond ProceedsMembers only Login
John Doherty from U.S. Bank Corporate Trust gives this presentation about investing bond proceeds. He reviews investing funds in trust accounts and common investment vehicles for tax-exempt bonds with particular attention to guaranteed investment...
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...
The Role of the TrusteeMembers only Login
This presentation by John J. Doherty of U.S. Bancorp discusses the role of the trustee in bond deals. Topics covered include bond delivery and authentication, common trust accounts, debt service payments, and proceed investment.
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,...
Investing Bond ProceedsMembers only Login
John Doherty of U.S. Bank discusses rules and guidelines for the investment of bond proceeds in this presentation.
Investing Bond Proceeds
This resources is an excerpt from a CDFA course about Investing Bond Proceeds. Robert Kaplan presented excerpts from the Code of Virginia about public investments and how they can be used.
Investing Bond Proceeds
This is a presentation by Steve Miles about investing bond proceeds. The presentation discusses short-term treasury returns, investment options, as well as investment strategy.
Displaying 1 - 25 of 25 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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