The Shield Newsletter 3/3

Credit Rating Factors in a Post-Pandemic World

Blue Rose Marketing

Jun 22, 20206 min read

Credit Rating Factors in a Post-Pandemic World

In the 90-plus days since COVID-19 interrupted the 2020 Spring term in an historically unprecedented fashion, the credit rating agencies...

Debt Restructuring Alternatives – Additional Tools in the Toolbox

Blue Rose Marketing

May 21, 20203 min read

Debt Restructuring Alternatives – Additional Tools in the Toolbox

By: Erik Kelly, President It is evident that issuers and borrowers across the public finance sector – from States and State agencies to...

Blue Rose Marketing

May 1, 20205 min read

The Shield - April Edition

By Erik Kelly Summary In Minnesota, spring weather is typically rather erratic. This has been evidenced once again in 2020, which has...

Take Action Now for Money Available Under the CARES Act

Blue Rose Marketing

Apr 6, 20202 min read

Take Action Now for Money Available Under the CARES Act

Paycheck Protection Program—Available to Institutions With Less Than 500 Employees* By Ann Bolin The recently signed CARES Act contains a...

Helping Institutions Keep an Eye on the Medium- and Long-Term Implications of the COVID-19

Blue Rose Marketing

Apr 1, 20205 min read

Helping Institutions Keep an Eye on the Medium- and Long-Term Implications of the COVID-19

By Justin Krieg The current COVID-19 health pandemic is creating tremendous concern for the higher education sector: Moody’s has...

The Shield: A Special Market Update Edition

Blue Rose Marketing

Mar 4, 20203 min read

The Shield: A Special Market Update Edition

By: Erik Kelly, President Interest rates have never been lower. Yes, participants in the fixed income and public finance markets have...

Connecting with Blue Rose Advisors in 2020

Blue Rose Marketing

Jan 31, 20206 min read

Connecting with Blue Rose Advisors in 2020

By Megan Roth Happy new year! At Blue Rose, we welcome the new year as it presents our advisory team and our clients with another...

Blue Rose Marketing

Dec 20, 20196 min read

2019 Municipal Market Year in Review

The year began with a significant amount of market uncertainty, with many market participants anticipating impending market-wide turmoil....

Blue Rose Marketing

Nov 30, 20194 min read

Your Blue Rose Capital Advisor Update

Blue Rose Capital Advisors is thankful for the new opportunities and progress made during this holiday season. One advancement that Blue...

Being of Service - An Annual & Ongoing Tradition

Blue Rose Marketing

Oct 31, 20194 min read

Being of Service - An Annual & Ongoing Tradition

By: Erik Kelly In my house, baseball season turns to football season, which quickly turns to my favorite – basketball season. For many...

Blue Rose Marketing

Sep 30, 20196 min read

How to Cope with Adverse Swap Values

By: Brandon Lippold & Craig Haymaker Rates have fallen and yield curves have flattened (and in some areas inverted) significantly since...

As Rates Continue to Fall, Taxable Advance Refundings Emerge as Potential Savings Opportunities

Blue Rose Marketing

Aug 30, 20196 min read

As Rates Continue to Fall, Taxable Advance Refundings Emerge as Potential Savings Opportunities

By: Max Wilkinson With the passage of tax reform in late 2017, refinancing opportunities for municipal borrowers took a significant hit...

FY2018 Rating Medians are Out: Credit Analysts Report Similar Trends Within Higher Education

Blue Rose Marketing

Jul 31, 20197 min read

FY2018 Rating Medians are Out: Credit Analysts Report Similar Trends Within Higher Education

By: Adrienne Booker Over the last two months, S&P Global Ratings (S&P), Moody’s Investors Service (Moody’s) and Fitch Ratings Inc....

Blue Rose Marketing

Jun 30, 20195 min read

June 2019 Municipal Market Update

By: Brandon Lippold The objective of this update is to provide insight into key municipal market developments that have occurred since...

Market Update on Public Private Partnerships in Higher Education

Blue Rose Marketing

May 31, 20194 min read

Market Update on Public Private Partnerships in Higher Education

By: Justin Krieg Ph.D. Public-Private Partnerships (P3s) in higher education continue to grow across several dimensions, including...

Blue Rose Marketing

Apr 30, 20193 min read

Conference Season is Here!

by Heidi Lindahl Spring is in the air, and that means conference season is here as well. It doesn’t take much research to find a...

Changes to Rule 15c2-12 and Their Effect on Issuers’ Continuing Disclosure Requirements

Blue Rose Marketing

Mar 31, 20195 min read

Changes to Rule 15c2-12 and Their Effect on Issuers’ Continuing Disclosure Requirements

By: Max Wilkinson Last year, the SEC announced its plans to amend Rule 15c2-12. This proposed amendment recently took effect at the end...

An Update on the Transition from LIBOR to SOFR

Blue Rose Marketing

Feb 28, 20198 min read

An Update on the Transition from LIBOR to SOFR

Last June, Blue Rose published an article discussing the troubles facing LIBOR and introducing the rate pegged to replace it – SOFR

The Shape of the Current Yield Curve – Historical Context and Potential Market Opportunities

Blue Rose Marketing

Jan 31, 20193 min read

The Shape of the Current Yield Curve – Historical Context and Potential Market Opportunities

By: Scott Talcott In recent months, the growing flatness of the yield curve has been a consistently discussed topic in the market....

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