[CircleUp] NAFOA Webinar - Tribal Economic Development Bonds

[Info]

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NAFOA Webinar Series
'Tribal Economic Development Bonds' Understanding and Making the Most of
Your Opportunity

Thursday, August 6 - 4:30 PM EDT / 1:30 PM PDT

Participant Dial-In Number:
U.S. Only: 800-965-6503
Conference ID #: 23552120

To join the webinar portion click here
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Then fill in requested fields and "join as participant."

Discussion will include:
. Use of TEDBs generally
. August 15 deadline
. Applicant, not IRS, determines applicability
. Tribal enterprises as Qualified Issuers
. Section 17 corporations
. Participation of Tribal Enterprises in TEDB transactions
. Application of Private Business rules generally
. 10% test
. Projects must be located on reservations
. Definition of Reservation
. Inclusion of trust lands
. Requirement that gaming facilities must be excluded
. Casino hotels must be architecturally separate buildings
. No gaming machines allowed in the hotel
. Section G: Finance Plan (step by step discussion of section requirements
per Notice 2009-51)
. Credit considerations: putting together your financing
. Current market conditions/credit cycles

PRESENTERS:

Richard A. Helde
Partner, Public Finance
Dorsey & Whitney LLP

Richard Helde regularly serves as counsel to the underwriter, counsel to the
placement agent and bond counsel in connection with a wide variety of
tax-exempt and taxable bond offerings, including Tribal bond and loan
transactions. These offerings primarily include 501(c)(3) bonds, housing
bonds, hospital and other health care revenue bonds, industrial revenue
bonds, lease revenue bonds and syndications of participation interests in
tax-exempt and taxable loan, note and lease transactions. He received his
B.A. from Carleton College and J.D. from the University of Minnesota Law
School.

Jeanette Bettles
Vice President
Bank of America Merrill Lynch

Jeanette Bettles has 11 years of finance and capital markets experience. She
has applied a wide range of financing tools while working with Tribes of
various credit profiles including the Dry Creek Rancheria Band of Pomo
Indians, the Pueblo of Pojoaque, the Confederated Tribes of the Coos, Lower
Umpqua and Siuslaw Indians, the Pueblo of Santa Ana, and the Picayune
Rancheria of Chukchansi Indians. Jeanette joined Merrill Lynch from Deutsche
Bank Securities in New York where she worked in Debt Capital Markets
covering Fortune 500 companies as a derivatives specialist. She has also
provided advisory services to real estate clients within the hospitality and
leisure practice at Ernst & Young LLP. Jeanette earned her B.S. at Cornell
University and M.B.A. from Columbia University.

Moderated by:

Bill Lomax
President, NAFOA

Along with serving as elected President of NAFOA, Bill Lomax is Senior
Portfolio Manager for the San Manuel Band of Mission Indians. Bill has spent
much of his career on Wall Street assisting Tribes with financing and
investments. He is a graduate of the University of British Columbia Law
School and the Columbia University Graduate School of Business. 

 

NAFOA - Since 1982 - Bill Lomax - President

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