Direct Placements
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The Workshop 2023: Session Bundle
All recorded sessions from our 2023 annual conference held in Chicago, IL from October 18 – 22. [[Purchase or Registration Required]]
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Bank Products & Direct Purchases — General Considerations (Non-Tax)
Panel covering bank direct purchases and other commercial bank products, including the structuring and legal considerations that arise.
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Discussion on Legislative Technical Corrections
Member-exclusive discussion on various legislative proposals and potential technical corrections that could improve the tax-exempt bond market.
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Private Placement or Direct Purchase
The negotiated offering of a new issue of bonds directly to one or a limited number of purchasers without using an underwriter.
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Lender’s Counsel
An attorney or firm of attorneys engaged to represent the lender in a private placement.
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Lender
The entity or entities, typically commercial banks, which purchases the bonds pursuant to a private placement for its own portfolio.
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Loan Agreement
In a private placement, the agreement between the issuer and a lender (e.g., a bank) pertaining to the loan of the bond proceeds to the issuer. In conduit financings, the agreement…
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Updating the Small Borrower Exemption
Modernize Financing Options Available to Our Smallest Communities
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Tax Concepts In Bank Direct Purchase And Bank Qualification [Workshop 2022]
In this session, tax law practitioners discuss the tax law issues that arise in bank direct placements and bank loans, with a portion of the session devoted to tax considerations…
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Bank Direct Purchase – General Considerations (Non Tax) [Workshop 2022]
In this panel, we discuss structuring and legal considerations that arise in private placement bond issues and bank loans. Topics include: trends in bank loans and other direct-placement financings, such…
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Tax Concepts in Bank Direct Purchase and Bank Qualification [Workshop 2021]
In this session, tax law practitioners discuss the tax law issues that arise in bank direct placements and bank loans, with a portion of the session devoted to tax considerations…