Events
ESG & Municipal Bonds: The State of the Market
This session will help participants identify eligible projects and gain an understanding of related requirements and best practices surrounding green, social, and sustainability bond issues.
Public Finance Podcasts & Webinars
Events
Innovative Infrastructure Delivery under the Infrastructure & Investment Act
The bipartisan infrastructure legislation will provide $973 billion over the next five years, including $550 billion in new investments for all modes of transportation, water, power and energy and broadband.
Events
Financing affordable housing with 501(c)(3) bonds
In a market where volume cap is becoming less available, 501(c)(3) entities provide an alternative means of accessing capital to provide affordable housing. This webinar will be a discussion of the different ways 501(c)(3) entities can be used.
Events
How to Explain Pension Obligation Bonds to Your Governing Board
Panelists on this Web Seminar will discuss and analyze the issuance of pension obligation bonds from the decision-making perspective of an issuer.
Insight
Webinar: 2020 Update on the Low Income Housing Tax Credit
December.28.2020
An overview of the 4% Low Income Housing Tax Credit rate included in the 2020 COVID relief legislation bill.
Insight
Webinar: Healthcare Finance: A Look Ahead to 2021
December.14.2020
Orrick and the Bond Buyer provide an overview of some of the key challenges and opportunities that will affect healthcare borrowers in 2021.
Insight
Webinar: Distressed Higher Education: What higher education institutions and investors should be thinking about after COVID-19
June.26.2020
In this webinar, Orrick and Bond Buyer provide some market intelligence and educate higher education institutions on some of our thinking on problems ...
Events
COVID-19 Disclosures: How Health Care Borrowers Can Navigate Financial Reporting in an Uncertain Environment
This webinar is intended to help nonprofit health care borrowers prepare their EMMA filings.
Events
Webinar: Rating Agencies Speak on COVID-19
COVID-19 is having and will continue to have myriad effects, many unprecedented, on the operations, revenues and debt service coverage of municipal market issuers and borrowers. Orrick has assembled a panel of all four rating agencies for a special Orrick and Bond Buyer hosted webinar.
Insight
Webinar: Current Thinking on Advance Refunding Alternatives
by Barbara Jane League and Larry Sobel | April.02.2020
Orrick's Barbara Jane League and Larry Sobel discuss the status of advance refunding alternatives, including the elusive Cinderella bond structure.
Events
Webinar: COVID-19 & Tax Exempt Debt
In case useful to you or anyone on your team, Orrick has created a COVID-19 Resource page with answers to questions arising in real-time, training videos and links to useful resources.
Additional information relating to COVID-19 and tax-exempt debt:
Tax Issues for VRDO Liquidity Problems
COVID-19 ...
Insight
Demystifying P3: A Review of Essential Public-Private Partnership Concepts
by Devin Brennan, Charles C. Cardall, Richard Chirls and Vincent Casey | December.17.2019
Orrick and The Bond Buyer co-hosted a webinar discussing the use of public-private partnerships or P3s in the public finance market.
Events
Post-Issuance Compliance Webinar: 2019 Updates from the Front Line
Orrick and BLX hosted a webinar on recent post-issuance compliance topics, including new rules and regulations, and audits relating to tax-exempt debt from experts who regularly interact with Treasury department officials and the IRS.
Insight
Webinar: Variable Rate Demand Obligations for Affordable Housing
by Justin Cooper and Jeffrey Philp | April.11.2019
Watch this on-demand webinar from Orrick and The Bond Buyer to learn more about VRDOs in the context of affordable housing.
Events
Webinar: The LIBOR Phase Out
LIBOR is the most widely used reference rate in the financial markets and it may be discontinued after 2021. For U.S. dollar-denominated contracts, it is expected to be replaced with SOFR. Join us for a webinar to learn more about the expected transition from LIBOR to SOFR.
Events
Opportunity Zones – New U.S. Tax Benefits Stimulating Community Investment
Orrick and The Bond Buyer co-hosted a webinar discussing Opportunity Zone investments on December 4th at 9:00 am Pacific/Noon Eastern.
Insight
Webinar: Current Developments in Securities Regulation and Enforcement
by James Hernandez, Alison Radecki and Christine Reynolds | November.08.2018
Orrick and The Bond Buyer held a webinar discussing the current developments in securities regulation and enforcement.
Events
A Deep Dive into Opportunity Zones: New Tax Incentives Stimulating Community Investment
Recorded video featuring Orrick Partners Quinn Moss and Richard Chirls speaking as part of a panel on Legislative Updates from Tax and OZ Thought Leaders at the Impact Capital Forum event on October 22, 2018.
Insight
Webinar: Understanding P3 Financing for Public Charter School Construction
May.16.2018
In this webinar from Orrick and The Bond Buyer, market experts describe a new federal public-private partnership subsidy program for financing public ...
Insight
Webinar: Advance Refunding Substitutes and Related Issues
by Charles C. Cardall, Richard Chirls, Roger Davis and Barbara Jane League | April.19.2018
The recent tax law changes generally eliminated the ability to issue tax-exempt bonds to advance refund outstanding bonds. In this webinar from The ...
Insight
Webinar: The Tax Cuts and Jobs Act: The Impact on the Municipal Bond Market
by Charles C. Cardall, Edwin Oswald, Justin Cooper, John Stanley and Patricia L. Eichar | January.10.2018
This webinar from Orrick and The Bond Buyer looks at the possible effects of recently-passed tax reform legislation on the municipal bond market.
Insight
Webinar: The Tax Cuts and Jobs Act: The Impact Today and Strategies for Tomorrow
by Charles C. Cardall, Justin Cooper, Patricia L. Eichar and John Stanley | November.16.2017
This webinar looks at significant changes which the Tax Cuts and Jobs Act would make to tax rules that apply to tax-exempt bonds and related matters.
Insight
The Puerto Rico Debt Crisis – An Update
by Lorraine McGowen, Robert Loeb and Kevin Roche | September.20.2017
Orrick and The Bond Buyer held a webinar on the latest issues that have come into play as financial markets look to solve Puerto Rico’s debt crisis.
Insight
Webinar: Recent Developments in Pension Obligation Bonds
by Jenna Magan, Roger Davis and Patricia L. Eichar | August.16.2017
This webinar from Orrick and The Bond Buyer looks at increases in unfunded pension liabilities, a widespread problem affecting many public entities.
Insight
Why Disclosure Really Matters Now - The S.E.C. Enforcement Agenda
by Robert Feyer and Alison Radecki | July.27.2017
In this webinar, Orrick lawyers discuss S.E.C. enforcement with Public Finance Abuse Unit Chief Leeann Ghazil Gaunt.
Insight
Successful Investing in Charter Schools Part III - Market Advancements
by Todd Brewer and Eugene Clark-Herrera | June.07.2017
This webinar, from Orrick and The Bond Buyer, examines the expanding array of financial tools used by charter schools to address facilities needs.
Insight
Comparing Financing Structures for Student Housing
by Charles C. Cardall, John Wang and Roger Davis | July.29.2016
This webinar focuses on comparing and contrasting four different tax-exempt bond financing structures for student housing.
Insight
Webinar: Nonprofit Senior Living Providers
by Jenna Magan, Todd Brewer, Greg Blonde and Patricia L. Eichar | May.12.2016
Approaching Your Bond Obligations When Considering Sales, Affiliations, Mergers and Acquisitions
General Article
Tax Video Series: Tax Talks with Ed Oswald & Larry Sobel
March.31.2016
Tax Video Series: Orrick partners Ed Oswald and Larry Sobel offer insights on tax compliance issues for tax-exempt bonds.
Insight
Successful Investing in Charter Schools Part II – Evolution of the Sector
by Eugene Clark-Herrera | April.22.2015
This webinar, from Orrick and The Bond Buyer, presents current trends and analysis on the evolution of this fast-growing high yield market sector.
Insight
California's SB 222 - What a Statutory Lien Means for California School and Community College District GO Bonds
by Eugene Clark-Herrera, Mary Collins, Donald Field and John Palmer | March.30.2015
New legislation, drafted by Orrick, improves the security for California School and Community College District General Obligation Bonds.
Insight
Continuing Disclosure after MCDC
by Eileen Heitzler, Robert Feyer and Alison Radecki | February.05.2015
This webinar examines the SEC’s Municipal Continuing Disclose Compliance Initiative, which has shone a spotlight on continuing disclosure.
Insight
The Changing Landscape of Municipal Bankruptcy
by Lorraine McGowen and Marc Levinson | September.23.2014
This webinar examines changes in the landscape of municipal bankruptcy, which has been shaped during the past 6 years by several chapter 9 cases.
Insight
IRS Audits of Tax-Exempt Bonds: What To Do When the IRS Comes Knocking at Your Door
by Larry Sobel and Richard Chirls | July.23.2014
This webinar introduces governmental issuers, borrowers of tax-exempt debt and other interested parties to the IRS tax-exempt bond audit process.
Insight
The S.E.C. is Serious About Continuing Disclosure: What Issuers, Obligors and Underwriters Need to Know About the New Self-Reporting Initiative
by Alison Radecki and Robert Feyer | May.14.2014
The SEC in 2013 for the first time brought enforcement actions arising from violations of continuing disclosure obligations pursuant to Rule 15c2-12.
Insight
July 1st will be here sooner than you think: Have you analyzed the Municipal Advisor Rule to see how it affects you?
by Alison Radecki and Eileen Heitzler | March.06.2014
The Dodd-Frank Wall Street Reform and Consumer Protection Act added a new requirement that "municipal advisors" register with the SEC.
Insight
Successful Investing in Charter Schools Part I – Successful Investing
June.05.2013
This webinar, from Orrick and The Bond Buyer, includes a discussion of the history and market trends in the charter school facilities finance sector.
Insight
November 2010 Election Results: Lessons Learned for School District Bond and Other Local Tax Measures
November.27.2010
Donald Field led a teleconference on the November 2010 election results for school district general obligation bond and other local tax measures.
Insight
New Developments in California Transportation Financing
March.09.2010
Orrick partners Roger Davis and Mary Collins led a teleconference on new developments in California Transportation Financing.
Insight
The American Recovery and Reinvestment Act of 2009 Program
by Edwin Oswald, Eileen Heitzler and Richard Chirls | March.29.2009
Orrick Public Finance and Tax Groups led a teleconference on the American Recovery and Reinvestment Act of 2009 and its effects on financing options.
Insight
Lessons Learned from the American Recovery and Reinvestment Act of 2009
by Roger Davis, Edwin Oswald and Charles C. Cardall | October.25.2009
Orrick's Public Finance and Tax Groups led a teleconference on Lessons Learned from the American Recovery and Reinvestment Act of 2009.