Public Finance Division

Bond Sale Appointments

Please direct questions regarding firm appointments to the Public Finance Division at (800) 900-3873.

Municipal Advisor Appointments

  • General Fund Programs [General Obligation (GO) and Public Works Board (PWB) Bonds]: Public Resources Advisory Group; Montague DeRose and Associates; and KNN Public Finance

Counsel Appointments

  • GO Bond Counsel: Orrick, Herrington & Sutcliffe LLP
  • Co-Appendix A Disclosure Counsel: Orrick, Herrington & Sutcliffe LLP and Stradling, Yocca, Carlson & Rauth
  • GO Co-Disclosure Counsel: Nixon Peabody LLP and Orrick, Herrington & Sutcliffe LLP

IBANK - California State Teachers' Retirement System Headquarters Expansion Lease Revenue Bonds, Series 2019 (Green Bonds - Climate Bond Certified)

Senior Manager: RBC Capital Markets, LLC
Co-Senior Manager: Great Pacific Securities
Co-Managers: 280 Securities LLC
Academy Securities, Inc.
Alamo Capital
Caldwell Sutter Capital Inc.
FTN Financial Capital Markets
Jefferies LLC
Morgan Stanley & Co. LLC
Stifel, Nicolaus & Company, Incorporated
UBS Financial Services Inc.

Regents of the University of California - Medical Center Pooled Revenue Bonds

Joint Senior Manager: Barclays Capital Inc.
J.P. Morgan Securities LLC
Co-Senior Manager: Goldman Sachs & Co. LLC

California Health Facilities Financing Authority: No Place Like Home Program Senior Revenue Bonds, Series 2019 (Social Bonds) (Federally Taxable)

Joint Senior Managers: Citigroup Global Markets Inc.
Raymond James & Associates, Inc.
Co-Senior Managers: Backstrom McCarley Berry & Co., LLC
Rice Financial Products Company
Co-Managers: Blaylock Van, LLC
BofA Securities, Inc.
Cabrera Capital Markets, LLC
Mischler Financial Group, Inc.
Morgan Stanley & Co. LLC
Piper Jaffray & Co.
Ramirez & Co., Inc.
Siebert Cisneros Shank & Co., L.L.C.
Stern Brothers & Co.
TD Securities (USA) LLC
Wells Fargo Bank, NA

California Earthquake Authority: Revenue Bonds, Series 2020 (Federally Taxable)

Senior Manager: Citigroup Global Markets Inc.
Co-Senior Managers: Goldman Sachs & Co. LLC
J.P. Morgan Securities LLC