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.
Panelists
Martye M. Kendrick, Sara Leon & Associates LLC, Houston, TX
Mark Mamantov, Bass, Berry & Sims PLC, Knoxville, TN
Purchase
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.
Panelists
Camille M. Evans, Virtus LLP, Winter Park, FL
Tyler J. Kalachnik, Ice Miller LLP, Indianapolis, IN
Purchase
Closing Logistics
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.
Panelists
James T. Birchall, Bradley Arant Boult Cummings LLP, Birmingham, AL
Sani A. Williams, Bryant Rabbino LLP, New York, NY
Purchase