Each year, Orrick and the Bond Buyer present an overview of the charter school facilities bond sector, highlighting transaction fundamentals, sector-level research data, and credit and structure trends. This year, in Part III of the series, the webinar examines the expanding array of financial tools used by charter schools to address facilities needs by assembling a roster of experienced market participants to present current trends and analysis on the sector.

The featured speakers, Drew Masterson of First Southwest a Division of Hilltop Securities, Paula Permenter of BB&T Capital Markets and Oscar Davis of Regions Bank, will provide insights regarding evolving credit structures for both public capital markets and commercial loan facilities financing for charter schools. Todd Brewer and Eugene Clark-Herrera of Orrick will review transaction fundamentals and discuss trends affecting the growth of the sector.

Who Should Attend?

  • State and Local Education Finance Officers
  • Charter School Leaders, CFOs and Finance Directors
  • Institutional Investors and Commercial Lenders
  • Investment Analysts
  • Education-Focused Investment Bankers

Key Speakers

Drew Masterson
First Southwest a Division of Hilltop Securities
Paula Permenter
BB&T Capital Markets
Oscar Davis
Regions Bank
Todd Brewer
Orrick
Eugene Clark-Herrera
Orrick