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Blue Rose Marketing
Sep 4, 20205 min read
The Shield: Fixed or Variable? A Recent Fed Policy Change Requires Further Consideration
By: Erik Kelly, President Borrowers of long-term debt are always faced with this question: should we borrow on a fixed rate or a variable...
Blue Rose Marketing
Sep 3, 20202 min read
The Perks of Hiring an Escrow Advisor
By Georgina Walleshauser, Associate It is typical for issuers with an upcoming refunding transaction to engage an escrow bidding...
Blue Rose Marketing
Aug 21, 20201 min read
Blue Rose’s Brandon Lippold, promoted to Assistant Vice President
Mr. Lippold joined Blue Rose as a Quantitative Analyst, providing modeling, analytics, market data, and research in support of the...
Blue Rose Marketing
Aug 19, 20201 min read
Blue Rose’s Georgina Walleshauser, promoted to Associate
Ms. Walleshauser joined Blue Rose in 2017. As an Analyst, she was responsible for providing analytical, research, and transactional...
Blue Rose Marketing
Aug 5, 20201 min read
Blue Rose’s Justin Krieg promoted to Senior Vice President
Justin Krieg provides financial and economic consulting services to the firm’s clients. Within the firm’s P3 advisory practice, Dr. Krieg...
Blue Rose Marketing
Aug 4, 20205 min read
The Shield: Main Street Lending Program
By: Brandon Lippold, Assistant Vice President Effective July 17, 2020, through September 30, 2020, Nonprofit entities can obtain federal...
Blue Rose Marketing
Aug 3, 20201 min read
Sunnier Days Ahead!
Looking towards sunnier days ahead!
Blue Rose Marketing
Jul 21, 20202 min read
Realizing the Benefit of an Existing Escrow Through a Tender Offer
By: Georgina Walleshauser There continues to be a disparity in the current market between pre-refunded municipal bonds and Treasury...
Blue Rose Marketing
Jul 14, 20204 min read
The NEIU Social Justice Leadership Housing Award
By: Johan Rosenberg, Chairman The social unrest across our nation prompted me to re-examine our companies’ hiring practices and general...
Blue Rose Marketing
Jul 2, 20206 min read
June 2020 Municipal Market Update
By: Brandon Lippold, Associate Since we published our 2019 Municipal Market Year in Review market update in December, the financial...
Blue Rose Marketing
Jun 25, 20203 min read
Developing Story: Favorable Tax Policy Changes Potentially on the Horizon
The return of tax-exempt advance refundings, among other measures, could come soon. By: Erik Kelly, President of Blue Rose Capital...
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...
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 18, 20202 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 8, 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 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...
Blue Rose Marketing
May 1, 20202 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
Apr 24, 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 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...
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...
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