Avoiding Private Activity (Real World Examples)
Discussion of hypotheticals that involve the application of certain private activity bond rules to tax-exempt municipal bond transactions.
Martye M. Kendrick, Sara Leon & Associates LLC, Houston, TX
Mark Mamantov, Bass, Berry & Sims PLC, Knoxville, TN
Bank Direct Purchases
Discussion of direct purchases (private placements) by banks of bonds, including why issuers want this product, why banks provide this product, documentation requirements, and associated securities law issues.
Camille M. Evans, Virtus LLP, Winter Park, FL
Tyler J. Kalachnik, Ice Miller LLP, Indianapolis, IN
An overview of the logistics of closing a bond transaction, including drafting of various closing papers, preparing the Form 8038G, and DTC's role prior to, during, and after a bond closing.
James T. Birchall, Bradley Arant Boult Cummings LLP, Birmingham, AL
Sani A. Williams, Bryant Rabbino LLP, New York, NY