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courses.
OUTSOURCED CHIEF INVESTMENT OFFICER: A STEADY HAND DURING M sset Management C | pfmcom 2 To provide historical context on the speed of the market decline, the closest modern comparison within the last 50 years was a 38 day period that began on August 25, 1987 and included the infamous “Black Monday.”DAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New Orleans SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where hisPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States.STEPHEN MACERONI
Stephen Maceroni Director PFM Financial Advisors LLC Steve Maceroni has more than 25 years of public finance experience. He joined PFM in September 2011 and has been aZACHARY WILLIARD
Zachary Williard Director PFM Financial Advisors LLC Zach joined PFM in 2006 and currently serves as a director in the firm’s Harrisburgoffice.
JOHN W. MOLLOY, CFA
John W. Molloy, CFA Managing Director PFM Asset Management LLC John is a managing director and joined PFM in 2002. John is the co-leader of PFM’s investment advisory services in the ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More. FUNDAMENTALS OF PUBLIC FINANCE VIRTUAL Register Now. PFM’s Fundamentals of Public Finance Virtual Seminar takes topics from an intensive week-long in-person training and divides them into single sessions offered over several weeks on a virtual basis. The sessions are categorized into Core courses for Asset Management and/or Financial Advisory Tracks, and Electivecourses.
OUTSOURCED CHIEF INVESTMENT OFFICER: A STEADY HAND DURING M sset Management C | pfmcom 2 To provide historical context on the speed of the market decline, the closest modern comparison within the last 50 years was a 38 day period that began on August 25, 1987 and included the infamous “Black Monday.”DAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New Orleans SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where hisPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States.STEPHEN MACERONI
Stephen Maceroni Director PFM Financial Advisors LLC Steve Maceroni has more than 25 years of public finance experience. He joined PFM in September 2011 and has been aZACHARY WILLIARD
Zachary Williard Director PFM Financial Advisors LLC Zach joined PFM in 2006 and currently serves as a director in the firm’s Harrisburgoffice.
JOHN W. MOLLOY, CFA
John W. Molloy, CFA Managing Director PFM Asset Management LLC John is a managing director and joined PFM in 2002. John is the co-leader of PFM’s investment advisory services in the ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | HEALTHCARE
Clients. For over 30 years, PFM’s healthcare practice has generated powerful results for not-for-profit healthcare providers of all sizes ranging from multi-state health systems to academic medical centers, community hospitals and senior care providers. Our multiple locations across the nation allow us to remain geographically close to our SEAN WAHL | SENIOR MANAGING CONSULTANT Sean joined PFM’s Ann Arbor financial advisory practice in 2015 as an analyst and rejoined the Ann Arbor team in July of 2020 as a seniormanaging consul
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FUND OBJECTIVE: The fund seeks to provide long-term capital appreciation. Any income received is incidental to this objective. FUND STRATEGY: The fund will utilize a "multi-manager" approach, allocating assets to one or more sub-advisers who act independently and in keeping with their distinct investment styles. Assets are primarily invested in common stock of U.S.-based companies.DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitALEXANDER GOLDSMITH
Alex Goldsmith is a Senior Managing Consultant in PFM’s Outsourced Chief Investment Officer (OCIO) team who manages public retirement plans throughout Pennsylvania and the north SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
JAY GLOVER - PFM.COM Jay Glover is a Managing Director with PFM. He has more than 20 years of experience providing financial advisory services to cities, counties, school districts and special authoriDAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where hisJOHN W. MOLLOY, CFA
John W. Molloy, CFA Managing Director PFM Asset Management LLC John is a managing director and joined PFM in 2002. John is the co-leader of PFM’s investment advisory services in the ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
OUTSOURCED CHIEF INVESTMENT OFFICER: A STEADY HAND DURING M sset Management C | pfmcom 2 To provide historical context on the speed of the market decline, the closest modern comparison within the last 50 years was a 38 day period that began on August 25, 1987 and included the infamous “Black Monday.”ALEXANDER GOLDSMITH
Alex Goldsmith is a Senior Managing Consultant in PFM’s Outsourced Chief Investment Officer (OCIO) team who manages public retirement plans throughout Pennsylvania and the northDAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New Orleans SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where hisPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States.ZACHARY WILLIARD
Zachary Williard Director PFM Financial Advisors LLC Zach joined PFM in 2006 and currently serves as a director in the firm’s Harrisburgoffice.
JOHN W. MOLLOY, CFA
John W. Molloy, CFA Managing Director PFM Asset Management LLC John is a managing director and joined PFM in 2002. John is the co-leader of PFM’s investment advisory services in the ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
OUTSOURCED CHIEF INVESTMENT OFFICER: A STEADY HAND DURING M sset Management C | pfmcom 2 To provide historical context on the speed of the market decline, the closest modern comparison within the last 50 years was a 38 day period that began on August 25, 1987 and included the infamous “Black Monday.”ALEXANDER GOLDSMITH
Alex Goldsmith is a Senior Managing Consultant in PFM’s Outsourced Chief Investment Officer (OCIO) team who manages public retirement plans throughout Pennsylvania and the northDAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New Orleans SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where hisPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States.ZACHARY WILLIARD
Zachary Williard Director PFM Financial Advisors LLC Zach joined PFM in 2006 and currently serves as a director in the firm’s Harrisburgoffice.
JOHN W. MOLLOY, CFA
John W. Molloy, CFA Managing Director PFM Asset Management LLC John is a managing director and joined PFM in 2002. John is the co-leader of PFM’s investment advisory services in the ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
PFM | HEALTHCARE
Clients. For over 30 years, PFM’s healthcare practice has generated powerful results for not-for-profit healthcare providers of all sizes ranging from multi-state health systems to academic medical centers, community hospitals and senior care providers. Our multiple locations across the nation allow us to remain geographically close to our FUNDAMENTALS OF PUBLIC FINANCE VIRTUAL Register Now. PFM’s Fundamentals of Public Finance Virtual Seminar takes topics from an intensive week-long in-person training and divides them into single sessions offered over several weeks on a virtual basis. The sessions are categorized into Core courses for Asset Management and/or Financial Advisory Tracks, and Electivecourses.
RESUMES OF KEY PROFESSIONALS Venessa Ripoll Assistant District Manager PFM Group Consulting LLC Venessa Ripoll joined the District Management team at PFM in August 2018. Prior to joining PFM Group Consulting, LLC, sheMARY FRANCOEUR
Mary Francoeur Managing Director PFM Financial Advisors LLC Mary Francoeur brought her 35 years of experience in public finance to PFM in 2016 when she became aJOHN W. MOLLOY, CFA
John W. Molloy, CFA Managing Director PFM Asset Management LLC John is a managing director and joined PFM in 2002. John is the co-leader of PFM’s investment advisory services in theALEX GURVICH, PH.D.
Alex Gurvich, Ph.D. Director of Research PFM Asset Management LLC Alex has over 20 years of experience in finance, investment research, portfolio management, alternative investments, privateNATHANIEL WATSON
Nathaniel Watson Director PFM Financial Advisors LLC Nate joined PFM’s Michigan practice in 2007 based out of the firm’s Ann Arbor office. He provides transaction management andALEXANDER GOLDSMITH
Alexander Goldsmith Senior Managing Consultant PFM Asset Management LLC Alex Goldsmith is a Senior Managing Consultant in PFM’s Outsourced Chief Investment Officer (OCIO) team who manages ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Diversity & Inclusion at PFM. At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients; in creating a dynamic and welcoming work environment for our colleagues; in partnering with external stakeholders; and in realizing our overarching purpose of providing advice for people who transform theirworld.
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States.DAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New Orleans SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where his ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Diversity & Inclusion at PFM. At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients; in creating a dynamic and welcoming work environment for our colleagues; in partnering with external stakeholders; and in realizing our overarching purpose of providing advice for people who transform theirworld.
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitDAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New OrleansPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States. SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where hisPFM | HEALTHCARE
Clients. For over 30 years, PFM’s healthcare practice has generated powerful results for not-for-profit healthcare providers of all sizes ranging from multi-state health systems to academic medical centers, community hospitals and senior care providers. Our multiple locations across the nation allow us to remain geographically close to ourASSET MANAGERS
Advice for people transforming their world. At PFM, asset managers, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain thePFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
CORNEEL BOULARD
Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements for upcomingbond issues, which
HOME PAGE
FUND OBJECTIVE: The fund seeks to provide long-term capital appreciation. Any income received is incidental to this objective. FUND STRATEGY: The fund will utilize a "multi-manager" approach, allocating assets to one or more sub-advisers who act independently and in keeping with their distinct investment styles. Assets are primarily invested in common stock of U.S.-based companies. OUTSOURCED CHIEF INVESTMENT OFFICER: A STEADY HAND DURING M sset Management C | pfmcom 2 To provide historical context on the speed of the market decline, the closest modern comparison within the last 50 years was a 38 day period that began on August 25, 1987 and included the infamous “Black Monday.” MUNICIPAL BOND MAY 2021 M inancial Adisors C Spot Rates Term Current 1 Week Ago 1 Month Ago 1 Year Ago 4/30/2021 4/23/2021 3/31/2021 4/30/2020 2-Year 0.10 0.07 0.140.91
RESUMES OF KEY PROFESSIONALS Corneel Boulard Municipal Bond Assistant II PFM Financial Advisors LLC Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements forGEOFFREY STEWART
Geoffrey Stewart Managing Director PFM Financial Advisors LLC Geoff Stewart is a managing director based in the firm’s Philadelphia office. Over the course of his career, Geoff has ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Diversity & Inclusion at PFM. At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients; in creating a dynamic and welcoming work environment for our colleagues; in partnering with external stakeholders; and in realizing our overarching purpose of providing advice for people who transform theirworld.
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States.DAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New Orleans SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where his ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Diversity & Inclusion at PFM. At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients; in creating a dynamic and welcoming work environment for our colleagues; in partnering with external stakeholders; and in realizing our overarching purpose of providing advice for people who transform theirworld.
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States.DAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New Orleans SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where hisPFM | HEALTHCARE
Clients. For over 30 years, PFM’s healthcare practice has generated powerful results for not-for-profit healthcare providers of all sizes ranging from multi-state health systems to academic medical centers, community hospitals and senior care providers. Our multiple locations across the nation allow us to remain geographically close to ourASSET MANAGERS
Advice for people transforming their world. At PFM, asset managers, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain thePFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
CORNEEL BOULARD
Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements for upcomingbond issues, which
HOME PAGE
FUND OBJECTIVE: The fund seeks to provide long-term capital appreciation. Any income received is incidental to this objective. FUND STRATEGY: The fund will utilize a "multi-manager" approach, allocating assets to one or more sub-advisers who act independently and in keeping with their distinct investment styles. Assets are primarily invested in common stock of U.S.-based companies. OUTSOURCED CHIEF INVESTMENT OFFICER: A STEADY HAND DURING M sset Management C | pfmcom 2 To provide historical context on the speed of the market decline, the closest modern comparison within the last 50 years was a 38 day period that began on August 25, 1987 and included the infamous “Black Monday.” MUNICIPAL BOND MAY 2021 M inancial Adisors C Spot Rates Term Current 1 Week Ago 1 Month Ago 1 Year Ago 4/30/2021 4/23/2021 3/31/2021 4/30/2020 2-Year 0.10 0.07 0.140.91
RESUMES OF KEY PROFESSIONALS Corneel Boulard Municipal Bond Assistant II PFM Financial Advisors LLC Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements forGEOFFREY STEWART
Geoffrey Stewart Managing Director PFM Financial Advisors LLC Geoff Stewart is a managing director based in the firm’s Philadelphia office. Over the course of his career, Geoff has ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Diversity & Inclusion at PFM. At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients; in creating a dynamic and welcoming work environment for our colleagues; in partnering with external stakeholders; and in realizing our overarching purpose of providing advice for people who transform theirworld.
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States.DAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New Orleans SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where his ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Diversity & Inclusion at PFM. At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients; in creating a dynamic and welcoming work environment for our colleagues; in partnering with external stakeholders; and in realizing our overarching purpose of providing advice for people who transform theirworld.
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States.DAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New Orleans SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where hisPFM | HEALTHCARE
Clients. For over 30 years, PFM’s healthcare practice has generated powerful results for not-for-profit healthcare providers of all sizes ranging from multi-state health systems to academic medical centers, community hospitals and senior care providers. Our multiple locations across the nation allow us to remain geographically close to ourASSET MANAGERS
Advice for people transforming their world. At PFM, asset managers, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain thePFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
CORNEEL BOULARD
Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements for upcomingbond issues, which
HOME PAGE
FUND OBJECTIVE: The fund seeks to provide long-term capital appreciation. Any income received is incidental to this objective. FUND STRATEGY: The fund will utilize a "multi-manager" approach, allocating assets to one or more sub-advisers who act independently and in keeping with their distinct investment styles. Assets are primarily invested in common stock of U.S.-based companies. MUNICIPAL BOND MAY 2021 M inancial Adisors C Spot Rates Term Current 1 Week Ago 1 Month Ago 1 Year Ago 4/30/2021 4/23/2021 3/31/2021 4/30/2020 2-Year 0.10 0.07 0.140.91
OUTSOURCED CHIEF INVESTMENT OFFICER: A STEADY HAND DURING M sset Management C | pfmcom 2 To provide historical context on the speed of the market decline, the closest modern comparison within the last 50 years was a 38 day period that began on August 25, 1987 and included the infamous “Black Monday.” RESUMES OF KEY PROFESSIONALS Corneel Boulard Municipal Bond Assistant II PFM Financial Advisors LLC Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements forGEOFFREY STEWART
Geoffrey Stewart Managing Director PFM Financial Advisors LLC Geoff Stewart is a managing director based in the firm’s Philadelphia office. Over the course of his career, Geoff has ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Diversity & Inclusion at PFM. At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients; in creating a dynamic and welcoming work environment for our colleagues; in partnering with external stakeholders; and in realizing our overarching purpose of providing advice for people who transform theirworld.
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States.DAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New Orleans SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where his ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Diversity & Inclusion at PFM. At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients; in creating a dynamic and welcoming work environment for our colleagues; in partnering with external stakeholders; and in realizing our overarching purpose of providing advice for people who transform theirworld.
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States.DAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New Orleans SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where hisPFM | HEALTHCARE
Clients. For over 30 years, PFM’s healthcare practice has generated powerful results for not-for-profit healthcare providers of all sizes ranging from multi-state health systems to academic medical centers, community hospitals and senior care providers. Our multiple locations across the nation allow us to remain geographically close to ourASSET MANAGERS
Advice for people transforming their world. At PFM, asset managers, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain thePFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
CORNEEL BOULARD
Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements for upcomingbond issues, which
HOME PAGE
FUND OBJECTIVE: The fund seeks to provide long-term capital appreciation. Any income received is incidental to this objective. FUND STRATEGY: The fund will utilize a "multi-manager" approach, allocating assets to one or more sub-advisers who act independently and in keeping with their distinct investment styles. Assets are primarily invested in common stock of U.S.-based companies. MUNICIPAL BOND MAY 2021 M inancial Adisors C Spot Rates Term Current 1 Week Ago 1 Month Ago 1 Year Ago 4/30/2021 4/23/2021 3/31/2021 4/30/2020 2-Year 0.10 0.07 0.140.91
OUTSOURCED CHIEF INVESTMENT OFFICER: A STEADY HAND DURING M sset Management C | pfmcom 2 To provide historical context on the speed of the market decline, the closest modern comparison within the last 50 years was a 38 day period that began on August 25, 1987 and included the infamous “Black Monday.” RESUMES OF KEY PROFESSIONALS Corneel Boulard Municipal Bond Assistant II PFM Financial Advisors LLC Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements forGEOFFREY STEWART
Geoffrey Stewart Managing Director PFM Financial Advisors LLC Geoff Stewart is a managing director based in the firm’s Philadelphia office. Over the course of his career, Geoff has ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Diversity & Inclusion at PFM. At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients; in creating a dynamic and welcoming work environment for our colleagues; in partnering with external stakeholders; and in realizing our overarching purpose of providing advice for people who transform theirworld.
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States.DAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New Orleans SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where his ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Diversity & Inclusion at PFM. At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients; in creating a dynamic and welcoming work environment for our colleagues; in partnering with external stakeholders; and in realizing our overarching purpose of providing advice for people who transform theirworld.
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States.DAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New Orleans SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where hisPFM | HEALTHCARE
Clients. For over 30 years, PFM’s healthcare practice has generated powerful results for not-for-profit healthcare providers of all sizes ranging from multi-state health systems to academic medical centers, community hospitals and senior care providers. Our multiple locations across the nation allow us to remain geographically close to ourASSET MANAGERS
Advice for people transforming their world. At PFM, asset managers, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain thePFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
CORNEEL BOULARD
Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements for upcomingbond issues, which
HOME PAGE
FUND OBJECTIVE: The fund seeks to provide long-term capital appreciation. Any income received is incidental to this objective. FUND STRATEGY: The fund will utilize a "multi-manager" approach, allocating assets to one or more sub-advisers who act independently and in keeping with their distinct investment styles. Assets are primarily invested in common stock of U.S.-based companies. MUNICIPAL BOND MAY 2021 M inancial Adisors C Spot Rates Term Current 1 Week Ago 1 Month Ago 1 Year Ago 4/30/2021 4/23/2021 3/31/2021 4/30/2020 2-Year 0.10 0.07 0.140.91
OUTSOURCED CHIEF INVESTMENT OFFICER: A STEADY HAND DURING M sset Management C | pfmcom 2 To provide historical context on the speed of the market decline, the closest modern comparison within the last 50 years was a 38 day period that began on August 25, 1987 and included the infamous “Black Monday.” RESUMES OF KEY PROFESSIONALS Corneel Boulard Municipal Bond Assistant II PFM Financial Advisors LLC Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements forGEOFFREY STEWART
Geoffrey Stewart Managing Director PFM Financial Advisors LLC Geoff Stewart is a managing director based in the firm’s Philadelphia office. Over the course of his career, Geoff has ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION PFM is a team of dedicated asset managers and financial professionals, helping our clients plan for their futurePFM | PUBLIC POWER
Power providers face many challenges in today's environment. How can municipal power providers build the required infrastructure, remain flexible enough to respond to future oppor FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Information and PFMs diversity and inclusion. PFM | SPORTS, LEISURE & CULTURAL FACILITIESDUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitDAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New OrleansPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States. SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where his ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Diversity & Inclusion at PFM. At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients; in creating a dynamic and welcoming work environment for our colleagues; in partnering with external stakeholders; and in realizing our overarching purpose of providing advice for people who transform theirworld.
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitDAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New OrleansPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States. SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where hisPFM | HEALTHCARE
Clients. For over 30 years, PFM’s healthcare practice has generated powerful results for not-for-profit healthcare providers of all sizes ranging from multi-state health systems to academic medical centers, community hospitals and senior care providers. Our multiple locations across the nation allow us to remain geographically close to ourASSET MANAGERS
Advice for people transforming their world. At PFM, asset managers, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain thePFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
CORNEEL BOULARD
Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements for upcomingbond issues, which
HOME PAGE
FUND OBJECTIVE: The fund seeks to provide long-term capital appreciation. Any income received is incidental to this objective. FUND STRATEGY: The fund will utilize a "multi-manager" approach, allocating assets to one or more sub-advisers who act independently and in keeping with their distinct investment styles. Assets are primarily invested in common stock of U.S.-based companies. OUTSOURCED CHIEF INVESTMENT OFFICER: A STEADY HAND DURING M sset Management C | pfmcom 2 To provide historical context on the speed of the market decline, the closest modern comparison within the last 50 years was a 38 day period that began on August 25, 1987 and included the infamous “Black Monday.” MUNICIPAL BOND MAY 2021 M inancial Adisors C Spot Rates Term Current 1 Week Ago 1 Month Ago 1 Year Ago 4/30/2021 4/23/2021 3/31/2021 4/30/2020 2-Year 0.10 0.07 0.140.91
RESUMES OF KEY PROFESSIONALS Corneel Boulard Municipal Bond Assistant II PFM Financial Advisors LLC Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements for STATE OF NEW MEXICO TAX STRUCTURE: ISSUES AND ALTERNATIVES State of New Mexico Tax Structure: Key Issues and Alternatives . December 2020 . PFM Group Consulting, LLC . BNY Mellon Center . 1735 Market Street . 43rd Floor . Philadelphia, PA 19103 SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Diversity & Inclusion at PFM. At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients; in creating a dynamic and welcoming work environment for our colleagues; in partnering with external stakeholders; and in realizing our overarching purpose of providing advice for people who transform theirworld.
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitDAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New OrleansPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States. SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where his ASSET MANAGEMENT, FINANCIAL ADVICE & CONSULTATION Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.PFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
FIXED INCOME APRIL 2021 PFM Asset Management C Spot Prices and Benchmark Rates Index Mar 31, 2020 Feb 28, 2021 Mar 31, 2021 Monthly Change 1-Month LIBOR 0.99%0.12% 0.11% -0.01%
DIVERSITY & INCLUSION AT PFM Diversity & Inclusion at PFM. At PFM, diversity and inclusion are foundational to the firm’s success – in serving our clients; in creating a dynamic and welcoming work environment for our colleagues; in partnering with external stakeholders; and in realizing our overarching purpose of providing advice for people who transform theirworld.
PFM | SPORTS, LEISURE & CULTURAL FACILITIES Sports, Leisure & Cultural Facilities. High profile facility construction projects that can unite a community also carry serious risks: poorly structured financings can undermine any budget, and success typically depends on the delicate coordinated support of public and private entities. Tailored to the specific needs of each ofour clients in
DUNCAN BROWN
Duncan started his career at PFM in 2006, and is based in PFM’s Portland and Seattle offices. He advises clients on debt transactions under many different structures and securitDAVID EICHENTHAL
David Eichenthal Managing Director PFM Group Consulting LLC David Eichenthal is a Managing Director with PFM’s Management and Budget Consulting practice and leads the firm’s New OrleansPAULINA WOO
Paulina Woo Managing Director PFM Asset Management LLC Paulina joined PFM in 2007 and manages client relationships for public agencies located throughout the western United States. SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
DAVID ANDERSON
David Anderson Director PFM Financial Advisors LLC David has more than 30 years of experience as a financial advisor and heads PFM’s Milwaukee financial advisory practice where hisPFM | HEALTHCARE
Clients. For over 30 years, PFM’s healthcare practice has generated powerful results for not-for-profit healthcare providers of all sizes ranging from multi-state health systems to academic medical centers, community hospitals and senior care providers. Our multiple locations across the nation allow us to remain geographically close to ourASSET MANAGERS
Advice for people transforming their world. At PFM, asset managers, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain thePFM | PUBLIC POWER
PFM’s public power practice is an experienced and knowledgeable team with backgrounds in both municipal and agency finance and on Wall Street. While PFM‘s financial advisors generally focus on the debt side of the balance sheet and strategic planning, PFM’s asset management professionals are focused on managing the assets of ourpublic
CORNEEL BOULARD
Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements for upcomingbond issues, which
HOME PAGE
FUND OBJECTIVE: The fund seeks to provide long-term capital appreciation. Any income received is incidental to this objective. FUND STRATEGY: The fund will utilize a "multi-manager" approach, allocating assets to one or more sub-advisers who act independently and in keeping with their distinct investment styles. Assets are primarily invested in common stock of U.S.-based companies. OUTSOURCED CHIEF INVESTMENT OFFICER: A STEADY HAND DURING M sset Management C | pfmcom 2 To provide historical context on the speed of the market decline, the closest modern comparison within the last 50 years was a 38 day period that began on August 25, 1987 and included the infamous “Black Monday.” MUNICIPAL BOND MAY 2021 M inancial Adisors C Spot Rates Term Current 1 Week Ago 1 Month Ago 1 Year Ago 4/30/2021 4/23/2021 3/31/2021 4/30/2020 2-Year 0.10 0.07 0.140.91
RESUMES OF KEY PROFESSIONALS Corneel Boulard Municipal Bond Assistant II PFM Financial Advisors LLC Corneel began his career in public finance at PFM in 2020. His primary responsibility includes preparing Official Statements for STATE OF NEW MEXICO TAX STRUCTURE: ISSUES AND ALTERNATIVES State of New Mexico Tax Structure: Key Issues and Alternatives . December 2020 . PFM Group Consulting, LLC . BNY Mellon Center . 1735 Market Street . 43rd Floor . Philadelphia, PA 19103 SARAH FREY | DIRECTOR Sarah Frey is a director in the firm’s Arlington office. Since 2002, she provides financial advisory services to clients throughoutVirginia and North
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WITH YOU ALL THE WAY Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomestomorrow.
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WITH YOU ALL THE WAY Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomestomorrow.
Learn More
PFM SPEAKS
PFM's Bethany Pugh will be joining a panel discussion on county credit ratings during NACo's 2020 Legislative Conference in Washington,D.C.
Learn More about Bethany WE VALUE YOUR SECURITY Understanding how and why data breaches occur is the first line ofdefense.
Learn about data breaches and how PFM is working to keep you safe.Learn More
WHAT WE DO
DIVERSITY + GRIT = RESOURCEFULNESSRecession Readiness
June marks the 10th anniversary of the low point of the Great Recession. PFM's report, “_Recession Readiness in the Public Sector,_” outlines a set of concrete action steps that state or local governments can take during periods of revenue growth to prepare for the next inevitable downturn.Learn More
HOW MAY WE HELP?
Select an option How do we structure a sustainable pension program? How do we make our area's tax policies appropriate and attractive to employers? We want an affordable, long-term financing plan to help fund our ambitions What is the best way to manage our cash? We need help with collective bargaining negotiationsSelect an option
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* How do we structure a sustainable pension program? * How do we make our area's tax policies appropriate and attractiveto employers?
* We want an affordable, long-term financing plan to help fund ourambitions
* What is the best way to manage our cash? * We need help with collective bargaining negotiations OUR TRANSPORTATION TEAM LEVERAGES IN-DEPTH EXPERTISE TO PROVIDE ACLEAR PATH FORWARD
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WHAT COMES NEXT FOR STATE AND CITY BUDGETS? AS THE NATIONALLY RECOGNIZED LEADER IN PUBLIC FINANCE, WE WILL WORK WITH YOUR NEEDS TO DIG DEEP AND DEVELOP SOLUTIONS.Learn More
LIFE-CHANGING RESEARCH DOESN’T JUST HAPPEN IN THE LAB. TAP INTO OUR EXPERTISE IN THE HEALTH CARE INDUSTRY.Learn More
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