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CDFA // BNY Mellon Development Finance Webcast Series
January 16, February 20, March 19, April 16, May 21, June 18, July 16, August 20, September 17, October 22, November 19, & December 17
2:00 PM - 3:00 PM Eastern

-Overview

CDFA is excited to partner again with The Bank of New York Mellon on the CDFA // BNY Mellon Development Finance Webcast series! This year, CDFA will host twelve, 1-hour long webinars exploring bond finance and the many ways that bonds can drive impactful economic development. As always, these webinars are free and will be viewable after the recording.

Register

-Agenda

Tuesday, January 16, 2024

Tue 2:00 PM - 3:00 PM
Bond Market 2024 Forecast
Rising interest rates, inflation, and increased economic uncertainty. What are your prospects for the U.S. municipal market performance in 2024? What are the drivers for the bond market? During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, panelists will identify trends shaping national bond markets and discuss the economic opportunities to expect for local projects.
Moderator(s)
  • Oreste Casciaro, Senior Vice President, Relationship Management, The Bank of New York Mellon
Speaker(s)

Tuesday, February 20, 2024

Tue 2:00 PM - 3:00 PM
Economic Development & Bond Finance
Tax-exempt bonds are the bedrock development finance tool that communities traditionally use for capital projects, but this type of tool can be versatile when used in conjunction with more targeted approaches to drive economic development. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, panelists will share how communities can use bonds in conjunction with tax increment financing, federal legislative programs, and other development financing tools for an array of projects.
Moderator(s)
  • Oreste Casciaro, Senior Vice President, Relationship Management, The Bank of New York Mellon
  • Mitchell Smith, Senior Director, Government & External Affairs, Council of Development Finance Agencies
Speaker(s)
  • Nicole Krippel, Director, Tax Exempt Financing, PIDC (Philadelphia Industrial Development Corporation)
  • Larry Wiemer, Executive Director, Wisconsin Health and Educational Facilities Authority

Tuesday, March 19, 2024

Tue 2:00 PM - 3:00 PM
The Re-emergence of Bond Banks
Bond banks play a crucial role in facilitating economic development and public infrastructure projects. They are instrumental in providing cost-effective financing solutions, mitigating risks, and streamlining the bond issuance process. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, panelists will discuss the importance of bond banks, explore their roles, and focus on how they help communities move forward.
Moderator(s)
  • Tammy Davis, Senior Vice President, Senior Relationship Management, The Bank of New York Mellon
  • Zeyu Zhang, Manager, Research & Technical Assistance, Council of Development Finance Agencies
Speaker(s)

Tuesday, April 16, 2024

Tue 2:00 PM - 3:00 PM
Why Bond Deals Go Bad
Over the last few years, several high-profile bond deals have gone south prior to their closing, leaving many wondering what went wrong. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, panelists will explore factors that contributed to the challenges these high-profile deals encountered and discuss best practices for development finance practitioners to set the stage for successful bond finance in their communities.
Moderator(s)
  • Angela Blatt, Director, Research & Technical Assistance, Council of Development Finance Agencies
  • James Young, Senior Vice President | Relationship Manager, The Bank of New York Mellon

Tuesday, May 21, 2024

Tue 2:00 PM - 3:00 PM
AI & Bonds
In an era marked by an influx of new technology, exploring the application of artificial intelligence (AI) in the municipal market is imperative. What does this mean for the dynamics of the municipal market, and what ripple effects would AI create? During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, panelists will unravel the multifaceted dimensions of AI's role in the municipal market, potential advantages and challenges that arise from embracing AI, and its impact on development finance.
Moderator(s)
  • Troy Pitman, Vice President, Relationship Management, The Bank of New York Mellon
  • Zeyu Zhang, Manager, Research & Technical Assistance, Council of Development Finance Agencies

Tuesday, June 18, 2024

Tue 2:00 PM - 3:00 PM
Impacts of Inflation on Bond Yields, Arbitrage, and Rates
Since 2020, the Federal Reserve has raised interest rates by five percentage points in an effort to curb inflation. These rate hikes have had significant implications for the bond market, especially with yield and arbitrage considerations for bond issues closed before the rate hikes. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, panelists will walk through the impact of rate hikes on yield and arbitrage and share best practices for managing these impacts.
Moderator(s)
  • Mitchell Smith, Senior Director, Government & External Affairs, Council of Development Finance Agencies
  • Patricia Trlak, Senior Vice President, Relationship Management, The Bank of New York Mellon

Tuesday, July 16, 2024

Tue 2:00 PM - 3:00 PM
Navigating ESG in the Bond Market
Environmental, Social, and Governance (ESG) principles have become a mainstay across the finance industry. However, many practitioners remain uncertain about what those principles represent and how financial institutions and markets are impacted by them. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, panelists will discuss ESG principles, how they have impacted the bond market, what role they play in the larger financial market, and where they see those impacts continuing in 2024 and beyond.
Moderator(s)
  • Troy Pitman, Vice President, Relationship Management, The Bank of New York Mellon
  • Zeyu Zhang, Manager, Research & Technical Assistance, Council of Development Finance Agencies

Tuesday, August 20, 2024

Tue 2:00 PM - 3:00 PM
Financing Charter Schools with Social Bonds
Among the many social bonds issued nationally, only a small percentage focus on the education sector. Impact investors have generally shied away from the education sector due in part to the ROI. Leveraging social bonds presents a compelling strategy to attract increased investment in the education sector, particularly with charter schools. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, panelists will discuss how social bonds can be used to provide low-interest loans to high-performing public charter schools to provide transformative educational opportunities for students.
Moderator(s)
  • Oreste Casciaro, Senior Vice President, Relationship Management, The Bank of New York Mellon
  • Fawn Zimmerman, Director, Research & Technical Assistance, Council of Development Finance Agencies

Tuesday, September 17, 2024

Tue 2:00 PM - 3:00 PM
Exploring New IIJA Bond Categories
The Infrastructure Investment and Jobs Act (IIJA) created two new qualified uses for private activity bonds - carbon capture and broadband - yet few projects have successfully made use of these new categories since the IIJA’s enactment in 2021. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, panelists will provide an overview of these two new categories and illustrate how they might be better utilized in communities across the country.
Moderator(s)
  • Wayne Edmiston, Senior Vice President/Senior Relationship Manager, The Bank of New York Mellon
  • Zeyu Zhang, Manager, Research & Technical Assistance, Council of Development Finance Agencies

Tuesday, October 22, 2024

Tue 2:00 PM - 3:00 PM
Bond Rating Roundtable
Bond ratings serve as a valuable piece of information for both bond issuers and buyers alike when evaluating projects, yet different credit rating agencies assess credit quality and repayment risk differently. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, speakers from various credit rating agencies will discuss their rating criteria and methodology. The discussion will also encompass factors influencing bond ratings, along with case studies highlighting projects that experienced positive outcomes due to improved bond ratings.
Moderator(s)
  • Brendan Barry, Coordinator, Research & Technical Assistance, Council of Development Finance Agencies
  • Seth Crone, Senior Vice President, Relationship Management, The Bank of New York Mellon

Tuesday, November 19, 2024

Tue 2:00 PM - 3:00 PM
Bond Financing for Manufacturers & Non-Profits
Tax-exempt bond financing offers a powerful tool for manufacturers and 501(c)(3) organizations to fund essential capital improvements at lower interest costs. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, panelists will tap into the core principles of tax-exempt financing for manufacturers and 501(c)(3) organizations, covering key aspects such as eligible issuers, assets, and projects, private business use test, and best practices.
Moderator(s)
  • Patricia Trlak, Senior Vice President, Relationship Management, The Bank of New York Mellon
  • Zeyu Zhang, Manager, Research & Technical Assistance, Council of Development Finance Agencies

Tuesday, December 17, 2024

Tue 2:00 PM - 3:00 PM
Exploring Common Bond Reserve Funds
Through Common Bond Reserve Funds, development finance agencies can issue tax-exempt or taxable revenue bonds on behalf of private borrowers to provide lower interest rates on long-term financing, providing credit enhancement for businesses and projects in need of affordable rates. During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, local practitioners will present their Common Bond Reserve Fund program models to demonstrate the potential of this innovative pathway for increasing access to capital.
Moderator(s)
  • Tammy Davis, Senior Vice President, Senior Relationship Management, The Bank of New York Mellon
  • Mitchell Smith, Senior Director, Government & External Affairs, Council of Development Finance Agencies

-Location

The CDFA // BNY Mellon Development Finance Webcast Series will take place on Zoom. You must have access to a computer and internet to attend the webinars.

Webinars will be recorded and placed online for participants to access afterwards. Attendees who miss a webinar will have access to the online recordings as well.

-Registration

Registration for the CDFA // BNY Mellon Development Finance Webcast Series is free for CDFA members and for non-members.

To register for the CDFA // BNY Mellon Development Finance Webcast Series, click on the Register button below.

Register