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FULL AGENDA PACKET_2021-05-18
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FULL AGENDA PACKET_2021-05-18
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Clerk of the Council
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5/18/2021
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or <br />Raul Amezcua, Senior Managing oiroctor <br />T: (213) 605-5120 <br />E: raul.amezcua@ramirezco.com <br />Michael Meiia, Senior Vico President <br />M: (510) 364-1423 <br />E: michael.mejia@ramirezco.com <br />xiii. Any pendinq legal actions and litigations ogainst the firm. Leqal actions against the firm in the previous five years. <br />RAMIRL4 <br />There are currently three legal actions related t0 underwritings for iSsuerS within the State Of Puerto Rico. <br />I he legal actions include several underwriting firms and we believe there will be no material adverse <br />impact to Ramirez & Co. Further details are provided in Appendix F. <br />Describe the firm's and selected personnel's experience within the last thirty-six (36) months regarding the issuance of Pension <br />nhligntinns Rnnrl . <br />Pension Obligation Bond Experience. Since 2017, Ramirez & Co. has underwritten 9 P06s nationally with <br />a total par of $6.2 billion. Michael Mejia, Fernando Guerra, and Patty McGrorry, all assigned to the City of <br />Santa Ana, have participated in all POBs outlined in the table below, bringing a wealth of knowledge to <br />successfully structure any POB transaction. Moreover, Raul Arnezcua who recently joined Ramirez & Co., <br />completed recent POB financings for Placentia, Riverside and Chula Vista. <br />Par <br />Sale Date Issuer Amount Ramirez Ramirez Team Underwriters <br />Role <br />Pending' <br />San Fernando <br />$45.00 <br />Sole <br />RA, MM, FG, PM <br />1 <br />Pending," <br />City of Philadelphia <br />$10&00 <br />Co -Sr <br />MM, PM <br />2 <br />2/2/2021 <br />Monterey Park <br />$106.30 <br />Lead <br />RA, MM, FG, PM <br />2 <br />11/19/2020 <br />Coachella <br />$17.S0 <br />Sole <br />MM, FG, PM <br />1 <br />8/13/2020 <br />Pomona <br />$219.80 <br />Co -Mgr <br />MM, FG, PM <br />2 <br />6/9/2020 <br />El Monte <br />$118.70 <br />Lead <br />MM, FG, PM <br />2 <br />9/24/2019 <br />Hawthorne <br />$121.80 <br />Sole <br />MM, FG, PIN <br />1 <br />2/20/2019 <br />Baldwin Park <br />$S4.10 <br />Sole <br />MM, FG, PM <br />1 <br />12/20/2017 <br />HousLun,Texas <br />$1,005.10 <br />Co-ME1 <br />PM <br />8 <br />10/2S/2017 <br />Illinois <br />$4,500.00 <br />Co -Mgr <br />PM <br />23 <br />7/12/2017 <br />Brawley <br />$1G.30 <br />Sole <br />MM, FG, PM <br />1 <br />Total Par Amount <br />$6,304.60 <br />RA - Raul Amezcua; MM- Michael Mejia; FG-Fernando Guerra; PM -Patty McGrorry <br />Proposers shall provide a brief summary of their firm's fixed income marketing and distribution capabilities, specifically taxable <br />municipal bonds. Description of firm's corporate bond soles and trading capabilities shall include, but not be limited to the <br />fnllnwinq: i. Numher of snles and trndinq pr•rsnnnrl ii.l s•nqur tnhles/rnnlcings iii. Persnnnel nssigned fn sell tnxnhip muniripnl hnnds <br />Fixed Income Marketing and Distribution Capabilities. Developed over 50 years, Ramirez & Co.'s taxable <br />bond distribution capabilities rival any firm on Wall Street, based on the number of sales people and <br />experience. Led by our lead underwriter, Patty McGrorry, who underwrote the City's last two transactions <br />(Gas Tax and TAB refundings), Ramirez & Co. utilizes 3 distribution channels when pricing California POBs: <br />City Council <br />6 23 — 244 <br />5/18/2021 <br />
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