Avoiding Private Activity (Real World Examples)

 

This session discussed hypotheticals that involve the application of certain private activity bond rules to tax-exempt municipal bond transactions.

Panelists
Martye M. Kendrick, L.L.M., Sara Leon & Associates PLC, Houston, TX
Benjamin Kitto, Ice Miller LLP, Columbus, OH
Brooke D. Abola, Office of the San Francisco City Attorney, San Francisco, CA

 

Purchase


 

Bank Direct Purchases

 

This session discussed 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
Jody L. Finklea, Florida Municipal Power Agency, Tallahassee, FL
Kareem J. Spratling, Bryant Miller Olive P.A., Tampa, FL
Ellen P. Torres, MassDevelopment, Boston, MA

 

 
Closing Logistics
 
 

An overview of the logistics of closing a bond transaction, including drafting of various closing papers, preparing the Form 8038-G, and DTC's role prior to, during, and after a bond closing. 

Panelists
Lee T. Birchall, Bradley Arant Boult Cummings LLP, Birmingham, AL
Daniel C. Opperman, New Mexico Finance Authority, Santa Fe, NM
Lindsey A. Rader, Funk & Bolton, P.A., Baltimore, MD

 

Purchase