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xul. Any pending legal damns ,rod bngnnons ngmnst the fmn. I egol ornons ei,o,mi rho frn, m the pr~,ius frve yon,s shall he mclaned.
<br />Please reference Appendix C for our response.
<br />Describe tree It nt's and selected personners experience within the lost thrity-sfx (36) months regord,ny the issuance of Persian Obligations Bonds. Please
<br />mclude hur nor hmrreu ro the fallawmq iems (Q Nome of Munmglnbry or IJrsrnrr, (u)Amnunt of Oobt rCaemie, (tit) vnr amuunr of rJehr iiv'pd, (Iv) numher
<br />of underwnten within it,, engagement -if r UIUPIC undcrwrit 1i, indicutc if cp or senior.
<br />Leadership in Pension Obligation Bonds. BofA is the leading
<br />underwriter of POBs nationally based on par amount. Over
<br />Lhe lass 36 Months, BorA's assigned personnel have worked
<br />on 9 POBs as senior manager totaling $1.5 billion in par. This
<br />includes a $432.1 million POB offering for the City of Riverside,
<br />which is the loraest California city POB financing over this
<br />tinieframe. The assigned team also has worked on 5 co -
<br />managed engagements totaling over $2.4 billion in par. In the
<br />following tables, we detail of our team's senior- and co -
<br />managed pension obligation financing experience over the
<br />past 36 months.
<br />National POB Rankings
<br />Oer„SeG V 4�viET ��'%
<br />S,ilrl
<br />Mi'.Iign
<br />Sourer: Thomson Reurers.
<br />National Senior Managed Pension Obligation Bond
<br />$113.58S
<br />Downey, City of
<br />02/09/21
<br />BofA Securities
<br />Jeff/Holly/Jorge/Brad/Geoff/Catherine
<br />147.210
<br />El Cajon, City of
<br />01/13/21
<br />BofA Securities
<br />-
<br />Jeff/Holly/Jorge/Brad/Geoff/Catherine
<br />101.490
<br />Gardena, City of
<br />11/10/20
<br />BofA Securities
<br />One
<br />left/Holly/Jorge/Brad/Geoff/Catherine
<br />70,075
<br />Azusa, City of
<br />09/17/20
<br />BofA Securities
<br />-
<br />Jeff/H011y/Jorge/Brad/Geoff/Catherine
<br />206,080
<br />Gainesville, City of [FL)
<br />09/11/20
<br />BofA Securities
<br />One
<br />Jorge/Brad/Catherine
<br />167.155
<br />Fort Lauderdale, City of (FL)
<br />n6/25/20
<br />enfA SPCIIntipS
<br />-
<br />IOrgii, grad/Cath BrinO
<br />432.165
<br />Riverside, City of
<br />06/04/20
<br />ROfA Securities
<br />One
<br />Jeff/Jorge/Road/Catherine
<br />300.000
<br />Illinois, State of
<br />03%26119
<br />BnfA Serunties
<br />One
<br />Jorge/Brad/Catherine
<br />43.150
<br />Muskegon, Cnty of (MI)
<br />12/11/18
<br />BofA Securities
<br />-
<br />Jorge/Brad/Catherine
<br />National Co -Managed Pension Obligation Bond
<br />$349. 1 ,
<br />Torrance, Cily of
<br />10/14/20
<br />One
<br />Two
<br />Jeff/Holly/Jorge/Rrad/Geoff/Catherine
<br />1 /4.flfr_1
<br />Arhngbrn, Oly of ( IX)
<br />O8%l//m
<br />One
<br />seven
<br />Jorge/Rrad/C21,herine
<br />1,065.16"1
<br />(en[1WlVdn1a Slate Unn9er511V
<br />05/05/20
<br />One
<br />Five
<br />Jorge/Brad/CaLliprine
<br />/19.5JJS
<br />Riverside, City of
<br />04/22/20
<br />One
<br />Ihret,
<br />Jeff/Holly/Jurge/Bred/Catherine
<br />131.205
<br />Pasadena, City of
<br />(j2/05/20
<br />Une
<br />Unc
<br />Jeff/Holly/Jorge/Brad/Githerinc
<br />Proposers shall provide a Unef summary of tlleirfirm'sf!xctllncome marAeGnpmoil d(stnbution copabihnes, specificolly taxoole municipal bonds. Descapuon
<br />offTri's corporatobondsoles andfrndwtl mPublliticsshpllinclude, but not be Grnitcdto LhefoPvo ,p-(7number ofrules andtrudinupersunnef, (ii)/cuyuc
<br />rabies/rankings and `tv) personnei assigned to selltoxoble riunibpoibonds_
<br />BoJA's Distribution Network. Our approach to marketing and selling the City's POBS is to leverage our domestic
<br />and global distribution networks, as detailed below, to reach a broad universe of individual retail and
<br />institutional investors— both domestically and internationally.
<br />381 institutional sales reps 683 retail offices 77 retail offices"I 7 retail officesl'I
<br />23 offices nationwide 17,442 retail financial advisors 2,173 retail financial advisors 290 retail financial advisors
<br />0) ioarce: Bonk ofAmencn. Global Wenith and Investment Managemenr (GWIM) is the wrnl[i1 antl;nvestment mnno0emrn[ nws;on of Bank afAmericn Carperotion. As of
<br />..,nc. 10,)a 19 GWIM cbad, iI In< o/ sJ Ri,,h... _ Cprr 9Iva rr. .. J .ur.r nprn.<+v rquMJnJ GWIM -r re nb+. hrok.any.. n....,
<br />osseti m nrt[otly of GWIM endues, loon bolances pod deposits Of LWIM 61811s held at Bank ofAmencn, NA. and offtlmted books_
<br />f2) ladudes bon, Merrill cod U. s_ Trust Offfccs.
<br />• Institutional Platform: Our inslilulional dialribulion network cores is of 23 in5llluliorldl sdles ufrlces doors
<br />tho natinn with 381 sales profrssionAls — inrluding M drdicatrd municipal sales sporialists — offering
<br />Council 23 — 105 5/18/2021
<br />Page BofA SECURITIES
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