Advanced Arbitrage: There and Back Again
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Workshop 2023 Bundle
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This panel session is intended to be a higher-level discussion of arbitrage issues applicable to tax-exempt municipal bonds and the structuring of various transactions. The panel will also focus on investment considerations and investment-related issues and opportunities arising in a higher yield environment, including strategies and approaches to investing without violating yield-restriction rules, as well as for minimizing any rebate or yield reduction payment liability through permitted elections made on the issue date or other permitted structuring tools.
- Adam R. Baird, Kutak Rock, LLP
- David J. Cholst, Chapman and Cutler LLP
- David A. Sutton, Raymond James Financial, Inc.
- Laurie Scott, Integrity Public Finance Consulting LLC