Direct Placements

If you did not attend The Workshop 2024, you can purchase access to individual sessions or the complete bundle: 10 sessions and 12+ CLE hours.

All recorded sessions from our 2023 annual conference held in Chicago, IL from October 18 – 22. [[Purchase or Registration Required]]

Panel covering bank direct purchases and other commercial bank products, including the structuring and legal considerations that arise.

Member-exclusive discussion on various legislative proposals and potential technical corrections that could improve the tax-exempt bond market.

A type of offering document used in a private placement. 

The negotiated offering of a new issue of bonds directly to one or a limited number of purchasers without using an underwriter. 

An attorney or firm of attorneys engaged to represent the lender in a private placement.

The entity or entities, typically commercial banks, which purchases the bonds pursuant to a private placement for its own portfolio.

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…

Modernize Financing Options Available to Our Smallest Communities

Statement urging Congress to include additional tax tools to help state and local governments in any large domestic policy agenda bill.

Statement for a U.S. House Ways and Means Subcommittee on Select Revenues Measures hearing on March 11, 2021, entitled “Tax Tools to Help Local Governments.”