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Item 23 - Pension Debt Refinancing Update and Underwriter Selection
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Item 23 - Pension Debt Refinancing Update and Underwriter Selection
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4/9/2024 4:32:45 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Clerk of the Council
Item #
23
Date
5/18/2021
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(DL <br />Lead Banker/Project Oversight <br />Raul Amezcua <br />Senior Managing Director <br />M: (213) 605-5120 <br />E: raul.amezcua@ramirezco.com <br />Dav-to-Dav Contact <br />Michael Mejia <br />Senior Vice President <br />M: (510) 364-1423 <br />E: michael.mejia@ramirezco.com <br />Banking Support <br />Dr. Fernando Guerra <br />Managing Director <br />M: (310) 993-1440 <br />E: fernando.guerra@ramirezco.com <br />Banking Support <br />Tiffany Lee <br />Vice President <br />M: (626) 862-8920 <br />E: tiffany.lee@ramirezco.com <br />Analytical Support <br />Esther Feliz <br />Analyst <br />P: (212) 248-3848 <br />E: esther.feliz@ramirezco.com <br />Technical and Quantitative Support <br />Arthur Chan <br />Managing Director <br />P: (212) 248-0509 <br />E: Arthur.chan@ramirezco.com <br />i' <br />✓ 30+ years of municipal finance experience <br />✓ Joined Ramirez & Co. in 2021. Most recently, he managed <br />Stifel's California Public Finance Group and served on the <br />Executive Committee from 2014 to 2020 <br />✓ Completed 250 senior -managed issues exceeding $30 billion <br />✓ MBA from the Anderson School of Business at UCLA, B.S. USC <br />✓ 15+ years of municipal finance experience <br />✓ Structured over 150 municipal financings totaling $4.5 billion <br />✓ California POB specialist (completed 8 California POB <br />transactions) <br />✓ B.S. in Environmental Economics and Policy from UC <br />Berkeley <br />✓ 30+ years of California municipal finance experience <br />✓ B.A. in International Relations from the University of <br />Southern California and M.A. and Ph.D. in Political Science <br />from the University of Michigan <br />✓ 4 years of public finance experience <br />✓ Responsible for large issuer coverage <br />✓ Structured dozens of transactions totaling more than $500 <br />million <br />✓ B.A. in Economics from UC San Diego <br />✓ Transactional and quantitative support (lead support banker <br />for the City of New York, Los Angeles, State of California, etc.) <br />✓ B.A. in Economics and International Political Economy from <br />Fordham University <br />✓ Joined Ramirez in April 2018 with over 33+ years of <br />experience <br />✓ As former Head of the Debt Solutions Group at RBC Capital <br />Markets, Mr. Chan has worked on $101 billion in senior - <br />managed transactions for numerous state and local issuers <br />nationwide <br />✓ Bachelor's degree in Computer Science - Artificial <br />Intelligence from the University of Wisconsin at Madison <br />and a Master's in Finance and Management from the <br />University of Chicago <br />
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