BEST PRACTICES FOR REACHING RETAIL

This session defines retail investors and their role in the national municipal bond market, addressing questions such as: What is a retail investor and what are the differences between the various definitions?  What is the appropriate syndicate structure and how is the syndicate put together?  How are syndicate rules written or what retail order period strategies can be implemented to make sure that retail investors truly have an opportunity to have orders filled and the issuer can benefit from the retail demand?  What are the effective methods for presale communications when marketing to retail investors?