The Shield Newsletter

Blue Rose Marketing

6 days ago6 min read

Enrollment Trends for 2024 and Beyond

Higher education has experienced a few years of tumult and recovery since the COVID pandemic.

The Shield - Higher Education Rating Agency Medians

Max Wilkinson

Sep 97 min read

The Shield - Higher Education Rating Agency Medians

In fiscal 2023, the sunsetting of federal pandemic relief aid and growing inflationary pressures weighed on public and private universities

Ben Pietrek

Jul 315 min read

The Shield - July Market Update

While rate volatility has somewhat calmed, the interest rate environment is still elevated relative to the last several years.

The Shield - Transitioning From LIBOR: A Year With SOFR

Brandon Lippold

Jul 124 min read

The Shield - Transitioning From LIBOR: A Year With SOFR

A little over a year ago, the transition from the London Interbank Offered Rate (“LIBOR”) to the Secured Overnight Financing Rate (“SOFR”)

Ben Pietrek

May 155 min read

The Shield - May Market Update

Markets have remained volatile through the first four months of 2024, continuing a theme that we observed at the end of last year.

Blue Rose Marketing

Apr 174 min read

The Shield - Market and Company Update

Blue Rose Presented at the WHEFA Lunch & Learn Webinar. Blue Rose Capital Advisors Erik Kelly, President, and Brandon Lippold, Vice Presi...

FAFSA Delays and SIFMA Index Volatility Among Key Market Considerations to Open 2024

Max Wilkinson

Mar 147 min read

FAFSA Delays and SIFMA Index Volatility Among Key Market Considerations to Open 2024

As FAFSA Challenges Persist, Colleges and Universities Scramble to Adjust. By now, colleges and universities are quite familiar with...

The Shield - Looking Back, Looking Ahead

Erik Kelly

Feb 16 min read

The Shield - Looking Back, Looking Ahead

It is with great joy that our Blue Rose advisory team serves organizations across the country with the goal of improving their financial...

The Shield - An Introduction to Our Outstanding Additional Advisory Services

John Elliott

Dec 12, 20235 min read

The Shield - An Introduction to Our Outstanding Additional Advisory Services

Whether applying our own expertise to tricky problems or assisting clients who are either temporarily or perpetually short-staffed...

The Shield - Third Quarter Market Update

Ben Pietrek

Oct 23, 20235 min read

The Shield - Third Quarter Market Update

The third quarter of 2023 has seen significant market movements and much uncertainty around the United States’ economic outlook for 2024...

The Shield - Final LIBOR Transition Update

Blue Rose Marketing

Aug 30, 20234 min read

The Shield - Final LIBOR Transition Update

LIBOR cessation occurred as scheduled on June 30th of this year, and now most variable instruments which historically referenced LIBOR...

The Shield - Rating Agency Update: New S&P Criteria and FY2022 Medians

Blue Rose Marketing

Aug 1, 20239 min read

The Shield - Rating Agency Update: New S&P Criteria and FY2022 Medians

As we’ve passed the mid-year point in 2023, rating agencies have published higher education sector updates and median data for fiscal year..

The Shield: 2023 First Quarter Market Update

Ben Pietrek

May 9, 20236 min read

The Shield: 2023 First Quarter Market Update

After a whirlwind 2022, many had hoped for calmer markets in the first quarter of 2023.

Blue Rose Marketing

Mar 31, 20234 min read

The Shield: March 2023 LIBOR Update

LIBOR cessation is now just three months away (June 30, 2023), and most of the transition process appears to be going to plan.

The Shield - ESG-Labeled Bonds: Can They Deliver “Greenium?”

John Elliott

Feb 27, 20238 min read

The Shield - ESG-Labeled Bonds: Can They Deliver “Greenium?”

With the tremendous buzz around the political, social, and economic factors at play around ESG (“Environmental, Social...

The Shield - 2022 Municipal Market in Review

Blue Rose Marketing

Jan 13, 20236 min read

The Shield - 2022 Municipal Market in Review

The municipal market landscape in 2022 was a meaningful departure from what we experienced in 2021 and 2020...

The Shield - Thankfulness for Our Team, Our Mission and A Continuing “Service” Tradition

Erik Kelly

Nov 29, 20225 min read

The Shield - Thankfulness for Our Team, Our Mission and A Continuing “Service” Tradition

This year, unlike the prior two, we were able to gather in-person to enjoy the side-by-side work, brainstorming, and camaraderie

The Shield - Keeping Pace with Moody’s New ESG Methodology

Ben Pietrek

Oct 5, 20228 min read

The Shield - Keeping Pace with Moody’s New ESG Methodology

ESG, or “Environmental, Social, and Governance” has been a hot topic of conversation across the financial world for years...

The Shield: Mergers, Acquisitions, and Hard Choices

John Elliott

Sep 1, 20228 min read

The Shield: Mergers, Acquisitions, and Hard Choices

Colleges and universities across the country are facing unprecedented pressures. Inflation and rising costs are the most recent factors...

The Shield: Rising Rates and the Inverted Yield Curve

Blue Rose Marketing

Aug 9, 20225 min read

The Shield: Rising Rates and the Inverted Yield Curve

Out of control inflation, war, geopolitical tensions, and China’s recent mortgage defaults and boycott...

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