Blue Rose Advisors Blog
Market Update on Public Private Partnerships in Higher Education
Public-Private Partnerships (P3s) in higher education continue to grow across several dimensions, including services/assets where the P3 approach is applied and evolution of different payment models
Negative Arbitrage in Project Funds
We recently completed a reinvest transaction for a Blue Rose client who had a rather short-dated project fund, with a final draw date approximately seven months after the settlement of the bonds
Recapturing Inefficiencies in Escrows
Every month, U.S. Treasury securities are auctioned to determine their appropriate yield
Changes to Rule 15c2-12 and Their Effect on Issuers’ Continuing Disclosure Requirements
Rule 15c2-12 requires underwriters of municipal securities to determine that issuers and obligated persons have entered into an agreement to provide continuing disclosure information to the MSRB on an ongoing basis
An Update on the Transition from LIBOR to SOFR
Fallback language in new and existing LIBOR contracts is a primary concern and dilemma that both the ARRC and ISDA began to address last year and plan to provide official guidance for in the coming months
SLGS Window to Close in March
To create room for ongoing funding of government operations, the U.S. Treasury typically takes so called “extraordinary measures” to create room for debt under the debt ceiling. Included in these measures is suspending the sale of State and Local Government Securities (SLGS)
The Shape of the Current Yield Curve – Historical Context and Potential Market Opportunities
Essentially, while the “normal” shape of the yield curve has historically been positively/upward sloping (with short-term rates lower than long-term rates), the magnitude of this slope has been shrinking significantly
30-year Industry Veteran Sam Gruer Joins Blue Rose Capital Advisors
Blue Rose Capital Advisors, a Municipal Advisor for higher education and non-profit institutions, is pleased to announce that Sam Gruer has joined the firm as Managing Director after Blue Rose acquired the assets of Cityview Capital Solutions, LLC. He will provide advisory services to clients from the firm’s newly established New Jersey office
Justin Krieg Joins Blue Rose Affiliate MuniPriceTracker as Vice President
Blue Rose Capital Advisors, a Municipal Advisor for higher education and non-profit institutions, is pleased to announce that Justin Krieg has joined the Minneapolis office as Vice President at MuniPriceTracker (“MPT”)
Blue Rose Capital Advisors and John S. Vincent & Company Merge
Blue Rose Capital Advisors and John S. Vincent & Company have merged effective December 30, 2014, creating a stronger financial advisory firm for higher education institutions
The SLGS Window is Closed…Now What?
With the SLGS window currently closed and expected to remain so for several more months, issuers of current refunding transactions should consider using open market securities escrows
Basis Points: June Market Update
The Shield – May Market Update
Basis Points: Positive Arbitrage Persists in the Market, Increasing in Certain Circumstances
The Shield – Market and Company Update
Blue Rose’s Lily Greenway passes MSRB Series 50 Exam
Blue Rose Capital Advisors Will Present at the MHEFA Annual Conference
Blue Rose Capital Advisors LLC is Excited to Announce Its Partnership with Excelsior Capital Advisory Services LLC
Blue Rose Capital Advisors is Presenting at the WHEFA Lunch & Learn Webinar
FAFSA Delays and SIFMA Index Volatility Among Key Market Considerations to Open 2024
