Public finance

Marc Livolsi to Lead Assured Guaranty’s Public Finance New Issue Marketing and Business Development

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星期一, 三月 18, 2024
Finance, Banking, Professional Services, Asset Management, Insurance, Assured Investment Management, Growth, Public finance, Knowledge, AGM, Business development, Security (finance), Record, Senior, Risk, AGC, Marketing, Guarantee

Assured Guaranty Municipal Corp. (AGM)* and Assured Guaranty Corp. (AGC)* announced today that Marc Livolsi, Managing Director, will assume leadership of Assured Guaranty’s U.S. Public Finance New Issue Marketing and Business Development, and Evan Boulukos, Managing Director, will lead Assured Guaranty’s Secondary Markets desk.

Key Points: 
  • Assured Guaranty Municipal Corp. (AGM)* and Assured Guaranty Corp. (AGC)* announced today that Marc Livolsi, Managing Director, will assume leadership of Assured Guaranty’s U.S. Public Finance New Issue Marketing and Business Development, and Evan Boulukos, Managing Director, will lead Assured Guaranty’s Secondary Markets desk.
  • In the relatively short time they have worked at Assured Guaranty, they have already contributed to our growth.
  • In his new role, Mr. Livolsi will focus primarily on maintaining and expanding relationships with public finance professionals on sales and trading desks and executing new business originations across all public finance sectors, in addition to supporting Assured Guaranty’s investor outreach.
  • About Ms. Litten, Mr. Livolsi said, “We are delighted to have Paige join our Public Finance team.

Oppenheimer Further Expands Public Finance Banking Team with Appointment of Frank Sanchez Reed As Head of the Southwest Region

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星期二, 三月 12, 2024
Momentum, University, Public finance, UBS, Merrill (company), Hospital, Acquisition, Head, Morgan Stanley, City, Senior, Water, Beth, Hires, Oppenheimer Holdings

NEW YORK, March 12, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading financial services firm and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that Frank Sanchez Reed has joined the Public Finance team as Managing Director, Head of the Southwest Region, where he will focus on large issuer coverage and strategy, including in California. He is based in Texas and will report to Elizabeth (Beth) Coolidge, the recently appointed Head of Public Finance.

Key Points: 
  • He is based in Texas and will report to Elizabeth (Beth) Coolidge, the recently appointed Head of Public Finance.
  • "I'm happy to welcome Frank to Oppenheimer," said Coolidge, a Managing Director who leads the Public Finance team from Chicago.
  • Previously, he served as Head of the Central Region at UBS, leading the firm's public finance business in nine states.
  • Earlier in his career, Reed worked at Morgan Stanley, Merrill Lynch and managed J.P. Morgan's public finance business in Texas.

Norton Rose Fulbright continues New York growth with two public finance lawyers

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星期三, 二月 28, 2024
Brooklyn Law School, Radecki, Education, Alison, Growth, Disclosure, Private law, University, Public finance, Smith College, Lawyer, Orrick, Herrington & Sutcliffe, Security (finance)

New York, Feb. 28, 2024 (GLOBE NEWSWIRE) -- Global law firm Norton Rose Fulbright announced today that public finance lawyers Alison Radecki and Helen Pennock have joined the New York office as a partner and senior counsel, respectively.

Key Points: 
  • New York, Feb. 28, 2024 (GLOBE NEWSWIRE) -- Global law firm Norton Rose Fulbright announced today that public finance lawyers Alison Radecki and Helen Pennock have joined the New York office as a partner and senior counsel, respectively.
  • Jeff Cody, Norton Rose Fulbright’s US Managing Partner, said:
    “Norton Rose Fulbright has enjoyed exciting growth this year, having now added five new partners in 2024, including several in New York.
  • They will be very valuable additions to our public finance team.”
    Radecki, who joins with Pennock from Orrick, Herrington & Sutcliffe, said:
    “Norton Rose Fulbright has one of the leading public finance practices in the country with a deep bench of talented practitioners.
  • Norton Rose Fulbright provides a full scope of legal services to the world’s preeminent corporations and financial institutions.

Preston Hollow Community Capital Closes $202,500,000 Tax-Exempt Pooled Securities (TEPSTM ) Financing

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星期一, 二月 26, 2024
Banking, Professional Services, Training, Other Construction & Property, State, Local, Asset Management, University, Construction & Property, Education, Public Relations, Investor Relations, Communications, Finance, Public Policy, Government, Kutak Rock, PHCC, Class, Disclosure, Public finance, LLP, Sponsor

Preston Hollow Community Capital (“Preston Hollow” or “PHCC”), a provider of specialized impact financing solutions for projects of social and economic importance to local communities, announces the February 14, 2024 pricing and February 23, 2024 closing of a $202.5 million Tax-Exempt Pooled Securities (“TEPSTM”) financing through the Public Finance Authority (“PFA”).

Key Points: 
  • Preston Hollow Community Capital (“Preston Hollow” or “PHCC”), a provider of specialized impact financing solutions for projects of social and economic importance to local communities, announces the February 14, 2024 pricing and February 23, 2024 closing of a $202.5 million Tax-Exempt Pooled Securities (“TEPSTM”) financing through the Public Finance Authority (“PFA”).
  • The Certificates are secured by a collateral pool of tax-exempt bonds, the vast majority of which were directly originated by PHCC.
  • TEPSTM provides PHCC with an attractive cost of capital, a more standardized financing structure and reliable access to long-term funding through the tax-exempt capital markets.
  • Jim Thompson, Chairman and CEO of Preston Hollow, commented, “This is our second TEPSTM transaction following our successful 2023 inaugural issuance, and we’re gratified by the strong market reception.

Cadiz Inc. Announces Appointment of Barbara Lloyd to its Board of Directors

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星期五, 三月 1, 2024
Public policy, Woman, LOS, Audit, Lloyd's of London, Compensation, Irvine Ranch Water District, California State Assembly, City, Water resources, Government, MBA, California High-Speed Rail, Treasury, Stanford University, Climate change, University, UC, University of California, Davis, Public finance, Barclays, Veterans' affairs, Transport, KPMG, Water, Financial services

LOS ANGELES, March 1, 2024 /PRNewswire/ -- Cadiz, Inc. (NASDAQ: CDZI / CDZIP, the "Company") announced that Barbara Lloyd, a leading professional in the project finance industry with deep experience in public-private infrastructure financing in California, was appointed today to the Company's Board of Directors.

Key Points: 
  • "Cadiz will be the first Company in the world to convert natural gas pipelines for water conveyance.
  • Lloyd's appointment filled an existing vacancy on the Cadiz Board and is effective immediately.
  • The Board also appointed Lloyd to serve on the Audit & Risk and Compensation committees.
  • The appointment of Lloyd makes the Cadiz Board a majority women directors for the first time in the Company's history.

Oppenheimer Further Expands Public Finance Banking Team with Appointments of Kristin Stephens and David Moffett

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星期四, 二月 8, 2024
Build, Growth, ABN AMRO, Holocene, Head, History, Beth, Jefferies, PwC, AMRO Bank, Accenture, Quality of life, Space, ABN, Public finance, J. P. Morgan, Acquisition, Oppenheimer Holdings, BofA Securities, Bank, UBS, Executive officer, Management

NEW YORK, Feb. 8, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading financial services firm and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that Kristin Stephens and David Moffett have joined the Public Finance team as Managing Directors. Ms. Stephens will be based in New York and serve as Head of the Northeast Region while Mr. Moffett will work out of Atlanta and be Head of the Southeast Region. Each will report to Elizabeth (Beth) Coolidge, the newly appointed Head of Public Finance.

Key Points: 
  • Each will report to Elizabeth (Beth) Coolidge, the newly appointed Head of Public Finance.
  • "We are thrilled to have Kristin and David join our team," said Coolidge, who leads the Public Finance team from Chicago.
  • These appointments bolster Oppenheimer's Public Finance team, which includes approximately 25 professionals.
  • I am excited to join such a forward-thinking team and to help enhance Oppenheimer's Public Finance capabilities in the Southeast Region."

HilltopSecurities Names Jason Lisec Head of Fixed Income Capital Markets

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星期三, 二月 7, 2024
REIT, Finance, Banking, Professional Services, Construction & Property, Multimedia, Municipality, Risk management, Head, Lisec, Public finance, A. G. Edwards, BofA Securities, Bank

Hilltop Securities Inc. (HilltopSecurities) has named Executive Managing Director Jason Lisec as Head of Fixed Income Capital Markets.

Key Points: 
  • Hilltop Securities Inc. (HilltopSecurities) has named Executive Managing Director Jason Lisec as Head of Fixed Income Capital Markets.
  • Lisec joined HilltopSecurities in 2009 and served as Co-Head of Fixed Income Capital Markets since 2020.
  • View the full release here: https://www.businesswire.com/news/home/20240207424492/en/
    “Jason has a proven record as an outstanding leader who brings clarity, decisiveness, and expertise to his roll with our Fixed Income Capital Markets division,” said Brad Winges, President and CEO of HilltopSecurities.
  • “I am excited for the opportunity to continue leading HilltopSecurities’ Fixed Income Capital Markets division as we seek opportunities to expand our capabilities and effectively serve clients across the nation,” Lisec said.

Oppenheimer Names Elizabeth Coolidge Head of Public Finance

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星期二, 一月 16, 2024
Oppenheimer Holdings, Woman, UBS, The Bond Buyer, Head, Beth, Acquisition, Investment banking, Public finance

NEW YORK, Jan. 16, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that it has named Elizabeth (Beth) Coolidge as Head of Public Finance. Based in Chicago, Coolidge will report to Robert Lowenthal, President of Oppenheimer and Head of Investment Banking.

Key Points: 
  • NEW YORK, Jan. 16, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that it has named Elizabeth (Beth) Coolidge as Head of Public Finance.
  • Based in Chicago, Coolidge will report to Robert Lowenthal, President of Oppenheimer and Head of Investment Banking.
  • Coolidge, who formerly led UBS's Midwest public finance unit for over six years, joins Oppenheimer with UBS colleagues Liberty Ziegahn and Madison Maher.
  • Oppenheimer will now have three women at the helm of its Public Finance, Municipal Underwriting and Municipal Sales departments: Coolidge, Beth Wolchock and Cynthia Henry Pinto, respectively.

HilltopSecurities Welcomes Senior Managing Director Michele Vobach and Team of Five Public Finance Professionals

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星期四, 一月 11, 2024
Personal Finance, Finance, Banking, Professional Services, Asset Management, Senior, UBS, Head, Business, ESG, Rice University, Public finance, Management

Hilltop Securities Inc. (HilltopSecurities) today announced that Michele Vobach has joined the firm’s Public Finance division as Senior Managing Director, Head of Healthcare, in its Dallas headquarters, along with a team of five experienced investment bankers in Chicago and New York City.

Key Points: 
  • Hilltop Securities Inc. (HilltopSecurities) today announced that Michele Vobach has joined the firm’s Public Finance division as Senior Managing Director, Head of Healthcare, in its Dallas headquarters, along with a team of five experienced investment bankers in Chicago and New York City.
  • “HilltopSecurities remains focused on hiring the industry’s most talented public finance professionals, and we are excited to welcome these newest members of our team,” said Brad Winges, President and CEO of HilltopSecurities.
  • “We are proud to welcome such experienced and proven professionals to HilltopSecurities, and we look forward to Michele’s leadership in supporting our healthcare clients,” said Mike Bartolotta, Co-Head of Public Finance.
  • “HilltopSecurities is a recognized leader in public finance, and I’m excited to join a firm with the deep resources and strong reputation they’ve built over more than 75 years in the industry,” Vobach said.

Greenberg Traurig's Atlanta Public Finance Practice Serves as Co-Disclosure Counsel for The Bond Buyer's 2023 Deal of the Year, Southeast Region

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星期五, 十二月 22, 2023
Associate, Work, LLP, Melissa, The Bond Buyer, City, Public finance, Transport, Creativity, Security (finance)

ATLANTA, Dec. 22, 2023 /PRNewswire-PRWeb/ -- Attorneys from Greenberg Traurig, LLP's Atlanta-based Public Finance & Infrastructure Practice served as co-disclosure counsel for the City of Atlanta's $410 million general obligation bond financing, which was recognized as The Bond Buyer's 2023 Deal of the Year, Southeast Region.

Key Points: 
  • Attorneys from Greenberg Traurig, LLP's Atlanta-based Public Finance & Infrastructure Practice served as co-disclosure counsel for the City of Atlanta's $410 million general obligation bond financing, which was recognized as The Bond Buyer's 2023 Deal of the Year, Southeast Region.
  • ATLANTA, Dec. 22, 2023 /PRNewswire-PRWeb/ -- Attorneys from Greenberg Traurig, LLP 's Atlanta -based Public Finance & Infrastructure Practice served as co-disclosure counsel for the City of Atlanta's $410 million general obligation bond financing, which was recognized as The Bond Buyer's 2023 Deal of the Year, Southeast Region.
  • Now in its 22nd year, TheBond Buyer Deal of the Year award recognizes "outstanding achievement in municipal finance," according to its website .
  • Attorneys from Riddle & Schwartz, LLC of Atlanta also served as co-disclosure counsel for the city in this transaction.