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Item 23 - Pension Debt Refinancing Update and Underwriter Selection
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Item 23 - Pension Debt Refinancing Update and Underwriter Selection
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4/9/2024 4:32:45 PM
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Agenda Packet
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Clerk of the Council
Item #
23
Date
5/18/2021
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Contact <br />Background <br />Credit Strategies <br />Brad Gewehr <br />Role: Credit Strategist & Investor Relations <br />Senior Vice President <br />Experience: Mr. Gewehr provides municipal credit expertise to our West <br />One Bryant Park, 12th Floor <br />Coast clients. Prior to joining BofA, he was with UBS where he was the <br />New York, NY 10036 <br />head of their municipal credit strategies group. He has over 34 year of <br />(646) 743-1336 <br />experience in public finance and has assisted numerous municipal issuers <br />bradIey.gewehr@bofa.com <br />on credit analyses and strategies. Importantly, Mr. Gewehr spent many <br />years at Moody's as a Managing Director where he supervised a staff of <br />analysts responsible for assigning and maintaining ratings on municipal <br />tax -backed, utility revenue, and lease credits in 26 states. <br />Background: B.A. —Amherst College; M.B.A. — New York University <br />Banking Support <br />Geoffrey Sauers <br />Role: Senior Execution Banker <br />Vice President <br />Related Experience: Mr. Sauers has 8 years of public finance experience <br />333 S. Hope Street, Suite <br />and joined BofA in April 2011. Since joining BofA, Mr. Sauers has assisted <br />3820 <br />on a variety of debt financings such as general obligation bonds, revenue <br />Los Angeles, CA 90071 <br />bonds, and COP/LRB transactions. Mr. Sauers has lead analytical and <br />(213) 345-9581 <br />execution support for numerous local government financings including the <br />geoffrey.sauers@bofa.com <br />City and County of Los Angeles, City and County of Honolulu, City of Azusa, <br />City of Huntington Beach and Missoula County. <br />Background: B.A. — University of Southern California <br />Katy Liu <br />Role: Support Banker <br />Associate <br />Experience: Ms. Liu joined BofA's Western Region group in the summer <br />333 S. Hope Street, Suite <br />of 2016 upon university graduation, after having served as a summer <br />3820 <br />intern in 2015. Ms. Liu's public finance experience includes recent <br />Los Angeles, CA 90071 <br />transactions for Bay Area Toll Authority, Bay Area Rapid Transit District, <br />(213) 345-9583 <br />the Department of Water and Power of the City and County of Los <br />katy.liu@bofa.com <br />Angeles, among other West Coast financings. <br />Background: B.S. — University of Southern California <br />Underwriting <br />Catherine Crews <br />Role: Lead Underwriter <br />Managing Director <br />Experience: Ms. Crews Buell is a member of the underwriting desk and has <br />One Bryant Park, 9th Floor <br />approximately 16 years of experience in in the municipal business. She has <br />New York, NY 10036 <br />underwritten over $50 billion in senior managed deals covering a wide <br />212-449-5081 <br />range of credit types and structures. Prior to joining the underwriting desk <br />catherine.crews@bofa.com <br />in 2005, Ms. Crews Buell was a financial analyst in the Health Care and <br />Higher Education Group, where she provided quantitative and analytical <br />analysis. <br />Background: B.A. - Bucknell University <br />Brendan Troy <br />Role: Co -Lead Underwriter <br />Managing Director <br />Experience: Mr. Troy has 22 years of experience in the underwriting of <br />One Bryant Park, 9th Floor <br />both fixed rate and variable rate securities, and he is currently one of <br />�( W)6 BofA SECURITIES ��IV- <br />
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