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[2021 Investor Webinar Series] An Analyst's Approach to Munis & Corporates with Putnam Investments

Taxabale offerings attract a wide variety of interest that spans traditional muni holders, corporate buyers, and international investors.

Hal will detail his unique experiences working with municipal and corporate issuers on both taxable and tax-exempt offerings during this webinar. Issuers who understand the similarities between these markets and recognize what researchers expect from both types of sellers can gain a meaningful advantage with the buy-side.

This corporate perspective could be particularly critical if the Build America Bond program is re-authorized by the federal government. It's also valuable for issuers who seek to make inroads with international buyers when issuing Green Bonds or with investors who focus on ESG factors in their evaluations.

Available Recordings

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[2021 Investor Webinar Series] Get More Buy-In From the Buy-Side with Charles Schwab

A lot happens between the time a bond sale hits the new issue calendar and an investor actually places an order. Regardless of market conditions, fund inflows, or other prevailing factors, municipal analysts are constantly re-evaluating new offerings to make sure they fit their investment criteria.

Mary Colby and Tammy Eng, two leaders from Charles Schwab, detailed all the ‘little things’ municipal issuers can do to stand out and get a definitive “yes” from buy-side decision makers. They even offered real examples of what has helped or hurt deals they’ve researched lately so issuers have a clear view of how internal rating systems are functioning today.


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[BondLink & Nixon Peabody Present...] Disclosure Checklist & Final Takeaways

The first three sessions in our event with Nixon Peabody focused on areas of disclosure that are evolving rapidly. For the final session, we recapped considerations for the use of social media to connect with the market, ESG disclosures, and emergency event disclosures and offered a comprehensive checklist so that you and your financing team are as prepared as possible going forward.


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[BondLink & Nixon Peabody Present...] COVID-19 Disclosures: What We’ve Learned & Lessons for Going Forward

COVID-19’s economic and fiscal impact was widespread across issuer sectors in the municipal market. Following that experience in 2020, bond investors are calling for targeted event disclosures from issuers moving forward. What did we learn from the events of 2020? And what proactive disclosure practices can issuers embed now into their bond programs to be prepared to communicate with the market when faced with the next emergency situation?


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[BondLink & Nixon Peabody Present...] Issuer Disclosure Requirements for Selling ESG, Sustainable Bonds

Sustainable financing is accelerating across the municipal market as more and more issuers are selling Green or Sustainable Bonds to meet the growing demand from ESG-focused investors. At the same time, bond investors and regulators are seeking common standards and reporting requirements relating to the statements made by issuer offering documents. In this session, we outlined the investing and regulatory trends tied to ESG financings. We also discussed any disclosure considerations when issuers dedicate bond proceeds for these needs.


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[BondLink & Nixon Peabody Present...] Social Media and Other Digital Channels to Connect With Investors

“Marketing your bond sale” and communicating with investors digitally have both been prominent subjects recently. Whether you're reaching out to retail investors, new taxable or international buyers, or existing traditional institutional investors, there are a lot of simple steps issuers can take to improve their digital presence and attract more investor interest to their financings. When it comes to disclosure requirements, what are the best practices to incorporate into your program?


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[2021 Investor Webinar Series] What the Rise of SMAs Means for Today's Municipal Issuers with Evercore Wealth Management

Our market, once dominated by individual mom & pop buyers, has experienced a massive institutional shift over the past decade. In fact, customer purchases over $1 million have grown 46% during this time. Issuers who understand the lasting impacts of these shifts today, and how to continue adapting to them, can undoubtedly benefit from this growing class of investors.

Howard Cure, Partner & Director of Municipal Bond Research at Evercore Wealth Management, joined this session to discuss how SMAs are approaching credit evaluations today, and what his shop specifically looks for in new deals.


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[2021 Investor Webinar Series] The Growing Importance of the SMA Investor with Appleton Partners

Separately managed accounts, or SMAs, have steadily become more important to #muniland issuers as their assets under management have ballooned. In fact, over one third of outstanding muni bonds are now held in SMAs or mutual funds. Given the rise of SMAs over the past decade, issuers & their finance teams will benefit from having a granular understanding of the unique opportunities and challenges the “professional retail” buyer now presents for future bond sales.


Nathan Harris, Senior Vice President & Co-Director, Municipal Research at Appleton, joined us to discuss how one leading SMA approaches their credit research, surveillance, and investment selections.


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[2020 Virtual IR Leadership Conference] New Strategies to Reach New, Sustainable Buyers with Breckinridge Capital Advisors, NYS Homes & Community Renewal, SFPUC, and Connecticut Green Bank

Environmental, Sustainable, and Governance (ESG) continues to be a prevalent theme for investors in markets all over the world. Munis are no exception, and issuers tried different approaches to reach more ESG-focused investors throughout 2020.

Tim Coffin of Breckinridge Capital explored the various efforts several BondLink issuer-clients have undertaken with 2020 financings. Each issuer outlined their investor engagement strategy, detail what worked, and discuss what didn’t. We’re big believers in issuers collaborating on best practices, and this is a rare, high-value opportunity for such an important topic.


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[2020 Virtual IR Leadership Conference] BondLink's Partnership Network: New Tools for 2021 with ICE Data Services, IHS Markit, and Municipal Market Analytics, Inc.

The pace of new technology investments in the muni bond market have accelerated over the last two years. Everyone has a platform, and being interconnected to as many facets of the market has never been so important for issuers.

At BondLink, we recognize that significance for our issuer clients and have created a high-value partnership network. Check out this recording to hear what we’re building today and what opportunities the new tools and integrations mean for your bond programs.


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[2020 Virtual IR Leadership Conference] Leveraging the Finance Team to Drive Investor Demand: MA’s & Bankers with Swap Financial Group, Citi, and JPMorgan

COVID-19 is forcing traditional #muniland bond investors to double-down on their issuer credit research ahead of bond sales. Meanwhile, new taxable buyers helped drive demand in 2020 and their influence is expected to grow. These factors make investor transparency and outreach more important than ever.

The most successful issuers are leveraging the deep knowledge and market-reach of key members of their external finance team, namely their Municipal Advisors and Bankers. This is a rare opportunity to hear from a collection of leaders in those fields about their ideas for high-impact investor engagement.


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[2020 Virtual IR Leadership Conference] Top Ten List: Tips & Ideas from a Portfolio Manager with AllianceBernstein

Guy Davidson has led AllianceBernstein’s municipal investment efforts for the last twenty five years. Over that time, he has seen all kinds of markets, all kinds of bonds, and has been part of the digital and data evolution in #muniland. For this session, Guy downloaded his experience, outlined what opportunities are available to issuers, and offered his perspective on the most effective approaches.


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[2020 Virtual IR Leadership Conference] Advanced Corporate IR Strategies with Ford Motor Company, BNY Melon, and Allegiant Air

Corporate CFOs have been investing in IR for decades, benefitting from knowing their investors and developing long-term relationships. This field of IR is far more established than what’s currently practiced in #muniland, and issuers of all sizes could benefit from some of the best practices undertaken by corporate finance professionals. This panel of corporate IR leaders highlighted the countless opportunities that stronger investor engagement presents.


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[2020 Virtual IR Leadership Conference] New Taxable Buyers: How to Engage for Long-Term Value with MacKay Shields

One of the biggest factors that has contributed to a stronger muni market after COVID-19’s initial disruption has been the incredible increase in participation of new, taxable bond buyers. This trend began in 2019 and accelerated significantly into 2020. Issuers tapped taxable capital, including real international investors, often to refinance outstanding tax-exempt bonds. Many market participants think this new pool of demand will only grow in 2021.

MacKay Shields is one of the largest investors in the municipal market, including on the taxable side. John Loffredo, who co-heads the firm’s muni investment strategy and portfolio management, believes there are major opportunities for issuers who proactively engage these investors.

Check back soon, more events will be added regularly!

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