Institute Highlights
The Institute annually brings together the most experienced bond lawyers in the country for the highest level of educational offerings available in public finance law. In today's quickly changing legal landscape, the Institute is well timed to provide the critical information on the most challenging legal issues facing the public finance sector. Come and join an outstanding faculty in a spectacular location for this "can't miss" event.
The Institute will again offer two tracks of instruction - one focusing on tax law and one on securities law. The tax sessions will include offerings on taxable bonds, including Build America Bonds and Recovery Zone Economic Development Bonds, and other tax credit bonds. A session pn private activity bond topics will include mixed-used allocation issues. The 501(c)3 financing session will include any relevant developments spawned by health care reform initiatives. IRS enforcement panels will be offered that provide insights from both government regulators and from practitioners. A session on exempt facility bonds will focus on recent developments in the solid waste area as well as the use of Recovery Zone Facility Bonds. A highlight of the seminar will be the tax law Super Session on Friday morning, which includes government representatives as well as leading tax practitioners.
The securities law environment is evolving at least as rapidly as the tax area, and the securities topics are expected to be particularly timely this year. A significant focus of the securities law track will be on recent initiatives in the continuing disclosure area, including the amendments to SEC Rule 15c2-12. The impact that these proposals will have on disclosure in the variable rate bond market will also be discussed. The Institute will also offer a unique perspective on the concerns and requirements of investors in the VRDN market in a panel entitled “Variable Rate Disclosure: A View from the Buy Side.” The panel will include representatives from some of the largest purchasers of variable rate demand bonds in the country. A special session examining disclosure issues relating to taxable bonds, tax credit bonds and other ARRA reforms will be offered. Other sessions will explore SEC enforcement matters, private placement transactions and disclosure issues in primary offerings. Lastly, the Institute will offer a spirited panel discussion exploring the expanding regulatory role of the federal government in the municipal securities arena with representatives from a cross section of the municipal finance community.
At lunch on Thursday, a special ethics session will be offered that will focus on opinions in a taxable bond world. The role of bond counsel in taxable bond issues, include tax credit bonds, raises a myriad of difficult ethical issues, particularly under Circular 230, and this lunch session should provide valuable insight on these issues.
Take advantage of the practical scheduling and casual atmosphere. The Institute’s schedule recognizes the many demands on attendees and provides regularly scheduled breaks throughout the day so you can check voice-mail and e-mail. The Institute concludes at 12:15 pm on Friday, allowing you to return home that same day.
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