|The State Debt Management Network invites you to participate in its next nationwide educational webinar on
Wednesday, April 20, 2016 from 3:30 to 5:00 p.m. EDT.
Come join the next State Debt Management Network webinar that will focus on the pricing of a negotiated bond transaction.
The pricing of a negotiated bond transaction is more an art than a science. This webinar will provide an overview of the many things that issuers need to consider during the course of a negotiated pricing process, including: pre-pricing research and analysis; investor outreach; syndicate composition, rules and compensation; terms of the bond purchase agreement; timing and schedule of pricing events; setting the initial interest rate scale and takedown; monitoring the flow of orders during the sale; adjustments to the scale and takedown based on the order book; and post pricing review and monitoring.
Jocelyn Mortensen, Senior Managing Director, Public Resources Advisory Group (West Coast)
Tom Huestis, Senior Managing Director, Public Resources Advisory Group (East Coast)
Laura Lockwood-McCall, Director of Debt Management for the Oregon State Treasury, will facilitate the webinar.
Biographical information of the speakers and other available materials will be circulated to all registrants prior to the webinar. Time will be allowed for questions and answers. Please note that this webinar is open to only state treasurers, state debt managers, their staff, and NAST Corporate Affiliate members.