Category: Bonding Time

This installment of Bonding Time featuring Tom Kozlik of HilltopSecurities discusses the continued debate over a potential federal infrastructure spending package, and the possibilities of achieving bipartisanship. The podcast also debates potential pay-for and the increased push to repurpose COVID state and local funds to pay for the package as outlined in a recent BondBuyer op-ed. Bonding Time…

This installment of Bonding Time featuring Tom Kozlik of Hilltop Securities discusses the American Rescue plan which provides $350 billion in unencumbered funding to state and local governments, and the growing potential this provides for a post-COVID economic boom.  We also discuss lessons learned from the Great Recession recovery and how that is impacting current policy. Bonding Time…

Topics of Discussion Prospects of Muni Legislation in the Context of Infrastructure this year; Potential vehicles, or lack thereof, other than infrastructure spending for munis; Clean Energy for America Act of 2021 and its bond provisions; Other APPA and BDA priorities for 2021. John Godfrey, Senior Director of Governmental Relations, American Public Power Association

This installment of Bonding Time featuring Tom Kozlik of Hilltop Securities discusses the positive outcomes from extensive federal infrastructure and state and local stimulus investment, creating a potential “golden age of public finance.” Bonding Time will continue to feature a selection of market experts to discuss the current state of the municipal market combined with Federal legislative and…

Leo HarmonSenior Managing Director, Chief Investment Officer, Portfolio Manager | Equity ManagementMesirow Financial Bonding Time is a regular BMA podcast featuring leadership in the US bond markets and covering a range of topics – including market structure, muni credit analysis, fixed income technology, regulation, and the BMA policy agenda, and diversity and inclusion in the…

This episode of Bonding Time features a discussion with Jessica Giroux from the National Association of Bond Lawyers (NABL). Topics of Discussion: Prospects of Muni Legislation in the Context of Infrastructure by Fall 2021 NABL and BDA Legislative Priorities for 2021 Creation and Growth of the NABL Government Affairs Committee and the  Growing Coordination Between…

This episode of Bonding Time features a discussion with Tim Stevens of Lumesis on the firm’s evolution from business to now business plus fintech and market structure solutions.  And on a recent paper from Lumesis – “Machine Learning Applied to Municipal Scale Interpolation and Extrapolation”.       Tim Stevens President, COO & Co-Founder Lumesis, Inc.…

This installment of Bonding Time featuring Tom Kozlik of Hilltop Securities discusses the potential credit impact of the recent weather disaster in Texas and the midwest, an update on state and local funding in stimulus, and a turn to infrastructure in DC. Bonding Time will continue to feature a selection of market experts to discuss the current state…

A continued monthly feature from the BDA in 2021 will be the DC Update installment of the BondingTime podcast featuring a variety of DC insiders, issuer representatives, staffers, and other fixed-income policy experts. As Congress and the Biden Administration works through additional COVID relief and turns attention to a potential infrastructure package, munis will continue to…