Blue Rose Advisors Blog

Annual Meeting

Blue Rose Capital Advisors Annual Meeting 2024

Once a year, the stars align—well, not literally, but close enough! -and this September, Blue Rose Capital Advisors joined our sister company, HedgeStar, for an all-team annual meeting in the scenic town of Stillwater, Minnesota. Our team enjoyed a historic trolly ride that highlighted the town’s rich history, a scenic guided hike to the waterfall at Willow River State Park, and enjoyed team camaraderie through dinners and meetings.

Erik Kelly

Blue Rose Capital Advisors is Presenting at the CACUBO 2024 Annual Meeting

Blue Rose Capital Advisors’ Erik Kelly, President, is presenting at the CACUBO Annual Meeting held in Indianapolis, IN, September 29th – October 1st, 2024. Mr. Kelly will present on the How to Host a Banker Day: Bankers Everywhere All at Once at Your Place panel from 1:15 – 2:15 pm on Tuesday, October 1st.

James McNulty

Blue Rose Capital Advisors is Presenting at the CACUBO Annual Meeting

Blue Rose Capital Advisors’ James McNulty, Managing Director, is presenting at the CACUBO Annual Meeting held in Indianapolis, IN, September 29 – October 1, 2024. Mr. McNulty will present on the Make Workforce Development Work: Building an Environment Focused on Student Outcomes panel from 2:00 – 3:00 pm on Sunday, September 29th.

Engaging a Municipal in Pricing Tax-Exempt Bonds

Engaging a Municipal in Pricing Tax-Exempt Bonds

What Are Tax-Exempt Bonds? Let’s Get Started! To start, let’s begin with the basics of what exactly are tax-exempt bonds (here, used interchangeably with “municipal securities” or “muni bonds”).

James McNulty

Blue Rose Capital Advisors is Presenting at the NACUBO Annual Meeting

Blue Rose Capital Advisors’ James McNulty, Managing Director, is presenting at the NACUBO Annual Meeting in Chicago, IL, July 20th – 23rd, 2024. Mr. McNulty will present on the Make Workforce Development Work: Building an Environment Focused on Student Outcomes panel from 4:00 – 5:15 pm on Sunday, July 21st

announcement

Blue Rose Capital Advisors LLC is Excited to Announce Its Partnership with Excelsior Capital Advisory Services LLC

Blue Rose Capital Advisors LLC is excited to announce its partnership with Excelsior Capital Advisory Services LLC. Blue Rose, an independent municipal advisor to higher education and non-profit organizations, will serve as a co-advisor with Excelsior in providing various capital planning and debt-execution advisory services to Excelsior’s clients