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<br />RAMIRL4
<br />17 member taxable municipal sales
<br />specialists with an average 20 years of
<br />municipal bond sales experience.
<br />16 member investment grade/corporate
<br />Ronnl6 f}ananxeA
<br />Anthony ChSaro, Mµr.
<br />bond sales group that will expand the
<br />Steven bUQ,12Ch0
<br />ErcK ccfw
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<br />investor base with cross over buyers and
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<br />ann.n r.,ylo,
<br />non-traditional investors.
<br />rtntrnm Deer,
<br />H, nand Abramounix
<br />Piilip Uenitola
<br />Aaron HNgnemV
<br />The
<br />3 member sales Years with 70+
<br />group,
<br />Cfl+sropher Gatod
<br />Rlcnrdo cnrr,d„
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<br />combined experience, targeting pension
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<br />Angrlo WAR,
<br />flow to and
<br />from investor:
<br />funds and municipal governments.
<br />brndGen,elq:
<br />Pt,diG Dodd,
<br />is coordin.and
<br />R„rna,dao,don
<br />and managed
<br />The Ramirez
<br />& Co. Advantage:
<br />T,,nci'fyI'rooston
<br />nr.K,axmry
<br />hVthelead
<br />Robert Koty ,..
<br />KAmn I.Ind
<br />undctw,ite,
<br />Municipal Focus. The City's POB will be
<br />meter Kncn
<br />S tr, M:artln
<br />the most important assignment for
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<br />Myer j
<br />tol, z�hafnM
<br />Ramirez & Co. Since 80% of our Firm's
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<br />revenues are generated by Public
<br />Finance, the firm's entire sales force,
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<br />f°y t Lela
<br />both Municipal and corporate, will focus
<br />MarKw•�Iraee
<br />Q 4oGt er In:nkes
<br />n,,
<br />on the City's PCBs. We commit not to
<br />Robyn Marchand I
<br />Thomas Ch nery {
<br />senior manage any other municipal
<br />transaction on the day we price Santa Ana POBs.
<br />Available Capital. Ramirez & Co. has sufficient capital to underwrite a $3.15 billion issue, as sole
<br />manager. 100% of our capital will be available to the City on the day of pricing -
<br />Ramirez & Co.: A top ranked underwriter of taxable municipal bonds. Since 2017, Ramirez & Co. has
<br />underwritten 241 taxable municipal bond issues totaling $50.6 billion; 21%of all taxable municipal bonds
<br />sold in the municipal market nationally. Appendix G lists all taxable municipal bond transactions.
<br />Senior Managed
<br />Par Amount $6.4 billion
<br />Number of Transactions 44
<br />Co -Managed
<br />544.7 hillinn
<br />197
<br />Total
<br />$SO.B billion
<br />241
<br />Corporate Sales and Trading -Taxable Bond Distribution Capabilities. The Firm employs 39 institutional
<br />salespeople; including 16 corporate fixed income salespeople covering 350 corporate fixed income
<br />investors, comprised of large money managers and pension funds, as well as middle market investors.
<br />Recent Joint -Lead Manager assignments showcase our corporate taxable bond distribution capabilities.
<br />$ 400,000,000
<br />SUSfO,OnbrLfVt3GO,IS
<br />t , ,,
<br />Ramirez & Co.
<br />Jo/nr Sookrunner
<br />Mwcf tun
<br />$ 1.200.000.000
<br />AHr,Qate
<br />5'Ona 10-yOxsr dotes
<br />Ram/roz& Co.
<br />JolmBooknirmer
<br />Nwumbo 2020
<br />$7,50,000.000
<br />'^ PEP$ICO
<br />0. 400% Sr. Mr res
<br />due. 202?
<br />Ramirez& Co.
<br />Jomr600krunner
<br />Ocm,w 2020
<br />$700.000.000
<br />DUKE
<br />z"ENERGY,
<br />(-1g,1w, 202P
<br />Ramirez & Co.
<br />Jolm Bookrunner
<br />AuguA 2020
<br />$750.000,000
<br />VnM,
<br />0 450% 11o0 2022
<br />Ramirez & Co.
<br />JOIm BOokrunner
<br />July 2020
<br />City Council
<br />7 23 — 245
<br />5/18/2021
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