Leases & Non-Traditional Financings


This session provided an overview of certain transactions that do not fit typical structures but are common such as leases, installment payment contracts, pool programs, and others.

G. Mark Mamantov, Bass, Berry & Sims PLC, Knoxville, TN
Luisella Perri, Holland & Knight LLP, Washington, DC




Practical Due Diligence/ Drafting the Disclosure Document


This session provided and overview of the due diligence process with which practitioners should be familiar in municipal bond transactions and practical guidance for preparing disclosure documents. 

Deanna L.S. Gregory, Pacifica Law Group LLP, Seattle, WA
Teri M. Guarnaccia, Ballard Spahr LLP, Baltimore, MD
Sani A. Williams, Bryant Rabbino LLP, New York, NY


Qualified 501(c)(3) Bonds



Introduction to the rules applicable to the issuance of 501(c)(3) bonds, including: ownership and use requirements and issues specific to hospital, residential housing, and school financings as well as commonly used financial structures. 

Lorraine M. Tyson, Greenberg Traurig LLP, Chicago, IL
John F. Stanley, Orrick, Herrington & Sutcliffe LLP, San Francisco, CA