Arbitrage and Rebate: Beyond the Basics 


This panel addresses intermediate and advanced hypothetical situations designed to generate discussion of questions faced by practitioners in the current legal and financial environment. The session plan assumes that the audience has a general understanding of arbitrage and rebate principles, but topics were selected to have broad appeal.

Panel Chair: Matthias Edrich, Kutak Rock LLP, Denver, CO

Panelists

William Bill Glasso, Causey Demgen & Moore P.C., Denver, CO
Vanessa Albert Lowry, Greenberg Traurig, LLP, Philadelphia, PA
John F. Stanley, Orrick, Herrington & Sutcliffe LLP, San Francisco, CA
Carla A. Young, Nixon Peabody LLP, Washington, DC

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Financings of Charter Schools 

 

This panel, in recognition of the significant expansion in charter schools, explores the issues associated with the financing of charter schools, including marketing of charter school debt. Because charter schools are creatures of state law, their corporate status, the security that can be offered for a financing and the limits on the terms of charters necessarily will vary. In turn, those variations will directly affect the available financing structures. The panel discusses those structures and the issues faced by the parties to a charter school financing. 

Panel Chair:Stephen E. Weyl, Butler Snow LLP, Boston, MA

Panelists

Kerrigan R. Bennett, Stradling Yocca Carlson & Rauth, P.C., San Francisco, CA  
Matthew DeAngelis, D.A. Davidson & Co., Denver, CO

Michael J. Melliere, Ice Miller LLP, Columbus, OH
Sarah C. Smith, McCarter & English, LLP, Boston, MA

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GASB Session

 

This panel discusses the recent and planned GASB Statements and the effect it has on the Bond Lawyers Practice. It's related to what used to be called “operating leases,” now considered “financings,” the expanded definition of “debt,” the proposed definition of “conduit debt,” public private partnerships, and the identification of troubled “going concern” notes in a government’s financial statements. GASB also considered action related to the reporting of the replacement of the London Interbank Offered Rate (LIBOR) index with the Secured Overnight Financing Rates (SOFR) index.

Panel Chair: Wayne D. Gerhold, Law Offices of Wayne D. Gerhold, Puttsburgh, PA

Panelists

Jeffrey J. Previdi, Governmental Accounting Standards Board, Norwalk, CT
Earle R. Taylor, III, Nelson Mullins Riley & Scarborough LLP, Atlanta, GA
Elizabeth E. Thomas, Butler Snow LLP, Gulfport. MS