Bond Basics 101


Wednesday, November 7: 10:45am – 12:00pm

Attend this session to learn everything you wanted to know about the basics of bond deals! This panel will focus on how to structure bond deals, discuss current trends and issues in structuring bond deals, and review sample transactions of recent bond deals.


Moderator:

Joseph (Joey) Hague, Red Capital Markets, LLC
Joseph R. Hague, IV, Red Capital Markets, LLC Mr. Hague joined Red Capital Markets, LLC in January 2007. Mr. Hague specializes in structuring tax-exempt, FHA, and Fannie Mae debt financings for affordable housing transactions. Mr. Hague has worked with and advised local housing authorities, non-profit developers and for-profit housing developers on capital structures and financings. Prior to joining RED, Mr. Hague worked as a Financial Analyst in National City's Commercial Banking Development Program. He received his Bachelor of Business Administration Degree from Ohio University where he majored in Accounting and Finance.


Speakers:

Bob Labes, Squire Patton Boggs (US) LLP
Bob Labes (University of Michigan, J.D., cum laude, Order of the Coif, 1988, B.A., with high distinction, 1985). Bob Labes' practice focuses on serving as counsel on complex real estate financing transactions, often by public bodies for the benefit of private entities, primarily in the areas of multifamily housing, healthcare facilities and other nonprofit facilities. He has extensive experience working on transactions involving tax-exempt bonds, low-income housing tax credits, new markets tax credits, historic rehabilitation tax credits, and EB-5 financings. He also has extensive experience working on traditional municipal finance transactions representing local governments on financing matters. Bob has been listed in The Best Lawyers in America® since 2008, an honor based on an exhaustive peer-review process, and he has received the highest ranking for legal ability and professional ethics from the Martindale-Hubbell Peer Review Ratings.

Michael R. Sturges, The Sturges Company
The Sturges Company ("TSC") was founded in 1985 to offer investment banking services to developers exclusively for affordable multifamily housing projects. The firm is the longest running investment bank with uninterrupted combinations with other firms or owners/partners providing such services in the country. TSC has closed over 290 affordable multifamily housing tax-exempt bond issues representing over $1.9B of par value of securities. Prior to founding TSC, Mike was one of three original partners in another Columbus Investment Bank for six years that provide similar services. He also served as a Tax Senior specializing in real estate taxation at Deloitte & Touche for four years. Mike holds both a master's degree in real estate & finance and an undergraduate degree in Accounting & Economics from The Ohio State University.

David Lakari, Renewal Housing Associates LLC

Kent Neumann