Blue Rose Advisors Blog
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
Our Additional Advisory Services include Investment Consulting Search Services
Wondering how else Blue Rose can assist your organization?
Basis Points – Reinvest Market Update
What can Blue Rose offer when it comes to reinvestment services?
Reinvestment advisory services – How can Blue Rose help?
Derivatives Advisory Services – LIBOR Transition
Blue Rose – Derivatives Advisory
Laura Klingelhutz joins Blue Rose Capital Advisors as Marketing Generalist Intern
Debt Advisory – What Can Blue Rose Offer?
