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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...
Blue Rose Marketing
Jun 22, 20206 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 21, 20203 min read

Budgetary Relief with Interest Rate Swaps
By Samuel Gruer As a result of the economic slowdown caused by the COVID-19 pandemic, many budgets are strained and borrowers continue to...
Blue Rose Marketing
May 18, 20202 min read

Restructuring Escrows with Pre-Refunded Municipal Securities
By Georgina Walleshauser As many of you are aware, interest rates on US Treasury securities have recently fallen significantly....
Blue Rose Marketing
May 8, 20202 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...
Blue Rose Marketing
May 1, 20205 min read

Basis Risk Between SIFMA and LIBOR in the Current Market
By Georgina Walleshauser Many issuers with outstanding variable rate demand bonds (“VRDBs”) have been closely tracking the SIFMA index in...
Blue Rose Marketing
May 1, 20202 min read

Hedging Treasuries in an Uncertain Market
By Samuel Gruer, Managing Director Many higher education institutions and other borrowers in the municipal market are enticed by the low...
Blue Rose Marketing
Apr 24, 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...
Blue Rose Marketing
Apr 6, 20202 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...
Blue Rose Marketing
Apr 1, 20205 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...
Blue Rose Marketing
Mar 4, 20203 min read

Money Market Funds vs. Laddered Portfolios Part 1: Market Expectations
By Georgina Walleshauser Blue Rose recently has seen many issuers contemplate whether to reinvest their bond proceeds in a money-market...
Blue Rose Marketing
Feb 28, 20202 min read

Blue Rose’s Scott Talcott, promoted to Senior Vice President
Mr. Talcott provides financial advisory services to the firm’s clients with respect to the planning and execution of all types of debt,...
Blue Rose Marketing
Feb 11, 20201 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
Jan 31, 20206 min read

Blue Rose’s Max Wilkinson, promoted to Associate
MINNEAPOLIS, MN – January 9, 2019 Mr. Wilkinson provides in-depth modeling, research, and analytics in support of the delivery of capital...
Blue Rose Marketing
Jan 16, 20201 min read

Benefiting From A Longer Duration In An Inverted Yield Curve Environment
By Georgina Walleshauser Generally, in a positively sloped yield curve environment, issuers benefit from investing the bond proceeds in...
Blue Rose Marketing
Dec 30, 20192 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
Dec 20, 20196 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...
Blue Rose Marketing
Nov 30, 20194 min read

Utilization of a Laddered Portfolio Investment Strategy for Debt Service Reserve Funds
By: Georgina Walleshauser Recently, some of our clients have been utilizing a “rollover” laddered portfolio investment strategy for their...
Blue Rose Marketing
Nov 26, 20192 min read

Blue Rose' James McNulty, promoted to Managing Director
MINNEAPOLIS, MN - November 14, 2019 Mr. McNulty specializes in providing lead advisory services and financial analysis for higher...
Blue Rose Marketing
Nov 14, 20191 min read

Comparing SLGS and OMS Escrow Portfolios in the Current Market
By: Georgina Walleshauser By design, the yields on State and Local Government Series (SLGS) securities are slightly lower than the yields...
Blue Rose Marketing
Oct 31, 20193 min read
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