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2015 Debt Issuance Seminars - CDIAC
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2015 Debt Issuance and Public Investment Webinars, Seminars and Conferences
Rethinking Development Finance: Financing Development in a Post-Redevelopment World
In collaboration with UC Davis Extension
This seminar examines the current programs and strategies available for development finance in post-redevelopment California. It will address how communities can achieve the goals of redevelopment with available authorities and financing opportunities, as well as discuss promising new strategies.
Assembly Bill No. 2, Alejo, Community Revitalization Authority 2015-2016
CA Assembly Bill No. 313, Atkins, Toni, Enhanced Infrastructure Financing Districts, 2015-2016
CA Senate Bill No. 107, Committee on Budget and Fiscal Review. Local government, 2015-2016
CA Senate Bill No. 628, Beall, Jim, Enhanced Infrastructure Financing Districts, 2013-2014
Webster, Keeley, Redevelopment Inches Back in California, The Bond Buyer, September 23, 2015
Opportunities to Use Assessment Districts to Finance Facilities and Services in California Today, CDIAC No. 15.07, July 2015
Questions For Public Agencies Considering Public-Private Partnerships, CDIAC No. 08.08, August 2008
Public–Private Partnerships: A Guide To Selecting A Private Partner, CDIAC No. 08.02, March 2008
Privatization vs. Public-Private Partnerships: A Comparative Analysis, Issue Brief CDIAC No. 07.04, August 2007
CDIAC’s 14th Annual Pre-Conference, Electronic Trading: Market Efficiency and Why It Matters to Issuers, at The Bond Buyer’s 25th Annual California Public Finance Conference
The municipal securities market is far less regulated and transparent than other segments of the nation�s capital markets. Trades occur in a decentralized, over the counter fashion to a much higher extent than in corporate securities markets. Industry regulators, including the Securities and Exchange Commission (SEC), have expressed concern that structural deficiencies render the market inefficient and unfair to issuers as well as to investors. Furthermore, illiquid markets present unique challenges for establishing accurate bond pricing in both the secondary and primary markets. This pre-conference program examines the opportunities for market participants to benefit from advances in technology and the market, in particular the benefits derived from heightened information on pricing and transaction costs offered by electronic trading. It also considers the role of existing alternative trading systems (ATS) in operation today and the challenges they face in expanding transparency, efficiency, and fairness to the entire municipal market.
Disclosure Policies: What Every Issuer Should Consider
10:00 AM � 11:45 AM PDT
The Securities and Exchange Commission (SEC) had stressed the importance of adopting written disclosure policies and procedures for issuers to ensure the accurate and timely communication of material information to the municipal market. More recently, various SEC enforcement actions coming out of the Municipalities Continuing Disclosure Cooperation (MCDC) Initiative have imposed written disclosure policies and associated training as an element of the settlements. The results of the SEC�s review of issuers� disclosure practices under the MCDC Initiative are expected to be released in the near future. In an effort to provide guidance to the market, the National Association of Bond Lawyers has released a report titled Crafting Disclosure Policies, which explores the benefits and practical considerations in drafting written policies and procedures. This webinar will provide a detailed discussion of the report as well as the key elements to address in the policy development process.
Crafting Disclosure Policies, National Association of Bond Lawyers, August 2015
Report on the Municipal Securities Market, SEC, July 2012
Recommended Best Practices in Disclosure for State Government General Obligation and Appropriation Debt, National Federation of Municipal Analysts, September 2015
The Public Investment Portfolio: A Step-by-Step Examination of Public Investment Securities
This CDIAC investment webinar series is designed to guide public agencies in the development and management of an investment portfolio. Public fund management in California allows for the investment officer to select instruments set forth in Government Code sections 16429.1, 53601, 53601.6, 53601.7, 53601.8, 53635, 53635.2, 53638 and 53684. Each investment instrument comes with a differing level of risk, requiring public investors to undertake a full assessment of each. To help public investment officials in this process, CDIAC intends to provide a series of webinars that focus on major investment categories and the investment options within each. These webinars will examine each instrument type, review the statutory authority, and analyze how the investment’s features may or may not achieve a local agency’s investment policy objectives.
Note: This series is a companion to CDIAC’s Public Investment Primer and Local Agency Investment Guidelines.
To register for multiple webinars, use the shopping cart feature through CDIAC’s online registration system.
Webinar 1: Treasuries May 21
Webinar 2: Agencies June 17
Webinar 3: Municipals June 24
Webinar 4: Money Markets
Part 1: Banker’s Acceptances, Commercial Paper July 8
Part 2: Certificates of Deposit, Deposit Placement Services and Collateralized Bank Deposits Postponed to September 9
Part 3: Repurchase Agreements, Reverse Repos and Securities Lending Aug 5
Webinar 5: Corporates Aug 19
Webinar 6: Asset-Backed Securities, Mortgage-Backed Securities, Collateralized Mortgage Obligations Sept 2
Webinar 7: Mutual Funds, Money Market Mutual Funds and Local Government Pooled Investments Sept 16
Webinar 1: Treasuries - May 21
Webinar 2: Agencies - June 17
Webinar 3: Municipals - June 24
Part 1: Banker’s Acceptances, Commercial Paper - July 8
Part 2: Certificates of Deposit, Deposit Placement Services and Collateralized Bank Deposits - Postponed to September 9
Part 3: Repurchase Agreements, Reverse Repos and Securities Lending - Aug 5
Webinar 5: Corporates - Aug 19
Webinar 6: Asset-Backed Securities, Mortgage-Backed Securities, Collateralized Mortgage Obligations - Sept 2
Webinar 7: Mutual Funds, Money Market Mutual Funds and Local Government Pooled Investments - Sept 16
California Public Fund Investment Primer, CDIAC No.09-02
Local Agency Investment Guidelines: Update for 2015, CDIAC No.15.02
Managing Market Risk in Investment Portfolios, Government Finance Officers Association (GFOA), October 2009
Using Commercial Paper in Investment Portfolios, GFOA, October 2009
Establishing a Policy for Repurchase Agreements, GFOA, October 2010
Monitoring the Value of Securities in Repurchase Agreements, GFOA, February 2006
Securities Lending Agreements Issue Brief, CDIAC No.05-05
Local Government Investment Pools, GFOA, October 2008
Presenting Securities Lending Transactions in Financial Statements, GFOA, January 1998
Managing Interest Rate Risk in a Fixed Income Portfolio, CDIAC No. 08-11
Duration Basics, CDIAC No. 06-10
Principal Protected Notes, CDIAC No. 13-10
A Primer on Floating-Rate Notes, Fannie Mae, March/April 2011
Local Agencies' Ability to Buy Their Own Debt � A Digest, CDIAC NO. 13-03
Supranational Securities: A Panacea for California Code?, Chandler Asset Management, October 2014
Demystifying Supranationals, The World Bank Treasury, November 2014
Guide to Agency & Government-Related Securities, Lehman Brothers
Assessment of Local Government Investment Pools: A Survey of California County Pools, CDIAC, January 2000
Disclaimer: The information presented in this webinar series is intended to assist public investment professionals. The content presented is informational and does not constitute investment advice or the recommendation to invest in any or all of the investment instruments discussed. When choosing an investment instrument for a public portfolio, the whole portfolio, investment policy, suitability, financial needs of the public agency and any associated risks should be considered. In addition, the information in each webinar is set to reflect the period in time in which it is presented and any changes that may affect any of the instruments discussed, such as legislation, reform or market conditions, or that may alter the relevancy of any of these webinars, will not be reflective in the post archival recordings. In such instances, viewers should be advised to use the information only as a reference as no updates to the recordings will be made. Please consult the California Debt and Investment Advisory Commission’s publication, Local Agency Investment Guidelines for any interpretive updates.
Land-Secured Financing Current Topics and Practices
Community facilities districts (CFDs) and assessment districts (ADs) continue to provide public agencies resources to finance public facilities and services. They have filled the void in public financing for these purposes left by Proposition 13. This intermediate course provides public officials with an understanding of these financial structures and an update on current topics and practices related to their use and administration.
Disclosure Guidelines for Land-Based Securities, California Debt Advisory Commission (CDAC), September 1996
Guidelines for Mello-Roos Financing, CDAC, October 1991
Mello-Roos Community Facilities Districts Yearly Fiscal Status Report (2012), CDIAC No. 13.07
Mello-Roos Financing in California, CDAC, September 1991
Special Financing Districts: An Introduction to Special Assessments and Special Taxes, NBS, January 2011
Proposition 218 Omnibus Implementation Act
California Government Code Sections 53750-53756
California Elections Code Section 4000
CA Constitution Article XIII C
CA Constitution Article XIII D
Proposition 218 Implementation Guide, League of California Cities
Municipal Debt Essentials
Municipal Debt Essentials is a seminar series delivered over three consecutive days. Debt 1: Debt Basics will supply the foundational concepts for issuing debt; Debt 2: Accessing the Market will provide an understanding of the strategic planning that occurs prior to debt issuance; and Debt 3: Debt Administration will explain the fundamental responsibilities of debt administration after bond issuance. The seminar series is designed to build upon concepts from each day. However, participants may choose to take individual courses or the entire series based upon their educational needs.
Agenda - Debt 1
Agenda - Debt 2
Agenda - Debt 3
Bond Insurance as a Form of Credit Enhancement in California's Municipal Bond Market, CDIAC, June 2003
Municipal Market Disclosure: CAFR Filings – A Test of Compliance Among California Issuers, CDIAC, 2011
California Debt Issuance Primer, California Debt and Investment Advisory Commission, 2006
Glossary of Municipal Securities Terms, Municipal Securities Rulemaking Board, August 2013
Report on the Municipal Securities Market, U.S. Securities and Exchange Commission (SEC), July 2012
Best Practice: Debt Management Policy, Government Finance Officers Association, October 2012
Registration of Municipal Advisors Frequently Asked Questions, SEC, May 2014
An Overview of Local Government General Obligation Bond Issuance Trends (1985-2005), CDIAC, April 2008
Summary Outline Accompanying CDIAC's Webinar �Regulatory Update: The Municipal Advisory Rules and Their Effect on Public Investments� Offered on June 23, 2014
Statement on Making the Municipal Securities Market More Transparent, Liquid, and Fair, U.S. Security and Exchange Commission (SEC), February 2015