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16TH ANNUAL PRE-CONFERENCE AT THE BOND BUYER CA PUBLIC FINANCE CONFERENCE EXAMINING THE ROLES OF SPECIAL CONSULTANTS IN DEBT ISSUANCE AND ADMINISTRATION September 25, 2017 SESSION ONE OVERVIEW OF VARIOUS MUNICIPAL FINANCE INDUSTRY CONSULTANTS and THEIR EXPERT WORK PRODUCTS Presented by Gilbert Southwell III, Vice President/Senior Municipal Analyst, Wells Capital Management Katie Koster, Managing Director, Public Finance Investment Banking, Piper Jaffray Definition of Expert Work Products 3 What Are Expert Work Products  Products used in disclosure documents to support proposed  work project Can be found in Official Statements  Not updated as part of Continuing Disclosure  Expert Work Products Means 4 Feasibility studies and reports  Economic and financial projections, forecasts and  analysis Real estate appraisals and other asset valuations  Other third party reports used by municipal market  participants Used to illustrate the feasibility of start-up or  expansion projects associated with bonds Utilized by Industry Sectors 5 Land-based securities  Multi-family housing  Toll roads  Water, sewer, electric, and other types of municipal utilities  Airports and maritime ports  Private activity projects  Healthcare, continuing care, and assisted living projects  Charter or independent schools  Convention centers and related hotels  Stadiums  Project Finance  Who Are Special Consultants? 6 Assessment  Accountants and auditors  Appraisers  Business valuation consultants  Feasibility consultants  Other Consultants (e.g., Lawyers)  Sell-side Perspective- Example 7 In California, land-secured financing is a common  approach in constructing infrastructure needs for schools, roads, freeways, sewer projects and other public facilities Buy-side Perspective- Example 8 QUESTIONS Overview of Various Muni Finance Consultants and Expert Work Products SESSION TWO EVALUATING EWPS: RISK ASSESSMENTS Facilitator: Gill Southwell III, Vice President /Senior Municipal Analyst, Wells Capital Management Jim Miller, Senior Economist, San Diego Association of Governments Lisa Greer Quateman, Principal, Polsinelli Heidi Schrader, Manager, Eastern Municipal Water District

Description:
Views (2011). 4). AICPA Has Standards to Generate Examination Opinions Only . completed by Consultant(s) – build the scope first. □ Internal
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16TH ANNUAL PRE-CONFERENCE AT THE BOND BUYER CA PUBLIC FINANCE CONFERENCE EXAMINING THE ROLES OF SPECIAL CONSULTANTS IN DEBT ISSUANCE AND ADMINISTRATION September 25, 2017 SESSION ONE OVERVIEW OF VARIOUS MUNICIPAL FINANCE INDUSTRY CONSULTANTS and THEIR EXPERT WORK PRODUCTS Presented by Gilbert Southwell III, Vice President/Senior Municipal Analyst, Wells Capital Management Katie Koster, Managing Director, Public Finance Investment Banking, Piper Jaffray Definition of Expert Work Products 3 What Are Expert Work Products  Products used in disclosure documents to support proposed  work project Can be found in Official Statements  Not updated as part of Continuing Disclosure  Expert Work Products Means 4 Feasibility studies and reports  Economic and financial projections, forecasts and  analysis Real estate appraisals and other asset valuations  Other third party reports used by municipal market  participants Used to illustrate the feasibility of start-up or  expansion projects associated with bonds Utilized by Industry Sectors 5 Land-based securities  Multi-family housing  Toll roads  Water, sewer, electric, and other types of municipal utilities  Airports and maritime ports  Private activity projects  Healthcare, continuing care, and assisted living projects  Charter or independent schools  Convention centers and related hotels  Stadiums  Project Finance  Who Are Special Consultants? 6 Assessment  Accountants and auditors  Appraisers  Business valuation consultants  Feasibility consultants  Other Consultants (e.g., Lawyers)  Sell-side Perspective- Example 7 In California, land-secured financing is a common  approach in constructing infrastructure needs for schools, roads, freeways, sewer projects and other public facilities Buy-side Perspective- Example 8 QUESTIONS Overview of Various Muni Finance Consultants and Expert Work Products SESSION TWO EVALUATING EWPS: RISK ASSESSMENTS Facilitator: Gill Southwell III, Vice President /Senior Municipal Analyst, Wells Capital Management Jim Miller, Senior Economist, San Diego Association of Governments Lisa Greer Quateman, Principal, Polsinelli Heidi Schrader, Manager, Eastern Municipal Water District

Description:
Views (2011). 4). AICPA Has Standards to Generate Examination Opinions Only . completed by Consultant(s) – build the scope first. □ Internal
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