Presentation to ICOC. Adam Bauer. Jim Fabian. Darryl Street. Renee Christensen. Principal Tel:
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1 Prop. S ICOC March 15, 2012, Exhibit 2.3 Presentation to ICOC Adam Bauer Principal Tel: Cell: abauer@fieldman.com Jim Fabian Principal Tel: jfabian@fieldman.com Darryl Street Vice President Tel: dstreet@fieldman.com Renee Christensen Associate Tel: rchristensen@fieldman.com March 15, 2012
2 Who We Are We are a California-based independent financial advisor that provides financial advisory services to public agencies We are headquartered in Irvine, approximately 1 hour from the SDUSD office Top three FA in number of deals every year (including 2011) We have been in the business since years of successful history, premium service and expert advice to clients Employee-owned firm since 2008 Founding member of National Association of Independent Public Finance Advisors (NAIPFA) We offer both school district and overall municipal expertise Registered as a Municipal Advisor with the SEC and MSRB 2
3 No Substitute for Experience : Oil crisis 1978: CA Prop 13 is passed 1981: US Recession begins 1987: Black Monday 1998: SDUSD passes Proposition MM 2000: Prop 39 passes in California 2000: Dot- Com bubble bursts 2001: Terrorist attacks 2008: All FRA employees become owners of Firm 2008: SDUSD passes Proposition S 2011: US credit is downgraded : FRA opens its doors 1974: FRA is incorporated 1979: Energy crisis 1992: FRA opens Walnut Creek office 1997: Asian markets financial crisis 2008: US Credit Crisis /5/1962 1/5/1966 1/5/1970 1/5/1974 1/5/1978 1/5/1982 1/5/1986 1/5/1990 1/5/1994 1/5/1998 1/5/2002 1/5/2006 1/5/2010 U.S. 10-Year Treasury Rates 3
4 Your Advisory Team Primary Team Adam Bauer Engagement/Project Manager 11 years experience Darryl Street Project Manager 9 years experience James Fabian Strategic Advisor 22 years experience Renee Christensen Technical Consultant 2 years experience Support Team Thomas DeMars Chief Executive Officer and President 23 years experience Thomas Johnsen Principal 23 years experience Larry Rolapp Principal 34 years experience Daniel Wiles Principal and General Counsel 28 years experience Robert Porr Senior Vice President 25 years experience Anna Racheva Vice President 8 years experience Paul Pender Vice President 6 years experience Joshua Lentz Assistant Vice President 13 years experience 4
5 Your Financial Advisors Adam Bauer, CIPFA, Engagement Manager Principal Over 11 years of public finance experience Expert Contributor for USC s School Business Management Program Member of CSBA, CASBO, and CASH, as well as a regular presenter at CDIAC and CASH Regular writer for CDIAC s monthly publication: Debt Line Experienced with issuance of debt for school districts: - Anaheim City School District - Los Banos Unified School District - San Dieguito Union High School District - Castaic Union School District - Moreno Valley Unified School District - San Jacinto Unified School District - Coachella Valley Unified School District - Panama-Buena Vista Union School District - San Ysidro Unified School District - Golden Valley Unified School District - Rio Elementary School District - Saugus Union School District - Hemet Unified School District - Riverside Unified School District - Taft Union High School District - Irvine Unified School District - Rosemead School District - Val Verde Unified School District - Lemoore Elementary School District - Saddleback Valley Unified School District - Valley Center-Pauma Unified School District - Los Angeles Unified School District - San Bernardino City Unified School District - Waugh School District 5
6 Your Financial Advisors Jim Fabian, CIPFA, Strategic Advisor Principal Has been with FRA since 1999 and has served as Financial Advisor on the issuance of approximately $2.9 Billion of Bonds Former local government official Member of CSMFO, CRA, and MMASC Has served as co-moderator for the CDIAC seminars entitled: The Fundamentals of Land-Secured Financing in 2005 and In 2011, he served as co-moderator for the UCLA Extension program entitled Mello- Roos and Special Assessment Financing 2011 Update on Issues and Practices Experienced with issuance of debt for school districts: - Castaic Union School District - Panama-Buena Vista Union School District - Rio Elementary School District - Saddleback Valley Unified School District - Saugus Union School District 6
7 Your Financial Advisors Darryl Street, CIPFA, Project Manager Vice President Over 13 years of public finance experience working as Financial Advisor, Investment Banker, Reinvestment Provider and Issuer Served as Financial Advisor on more than $9 billion of bonds Member of CSMFO and CRA Has given presentations on the reinvestment of bond proceeds for both CDIAC and San Diego County Treasurer-Tax Collector Experience with a wide variety of clients including: - San Bernardino City Unified School District - City of Culver City - City of San Juan Capistrano - City of Los Angeles - City of Compton - State of California - County of Los Angeles - City of Tustin - The J. Paul Getty Trust 7
8 Your Financial Advisors Renee Christensen, Technical Consultant Associate Joined the firm in August 2009 Experienced with both competitive and negotiated bond sales Experienced with GO Bond sizings under both the Government Code and the Education Code Experienced with debt management research Experienced with issuance of debt and project work for school districts: - Anaheim City School District - Panama-Buena Vista Union School District - Castaic Union School District - Rosemead School District - Coachella Valley Unified School District - San Bernardino City Unified School District - Irvine Unified School District - San Jacinto Unified School District - Los Angeles Unified School District - Saugus Union School District - Moreno Valley Unified School District -Val Verde Unified School District 8
9 FRA Fees Fees are based on an annual retainer fee of $78,000 Prop S Support TRANs Support Fiscal Advising FRA s fees are paid from two sources General Fund - comprises 1/3 of the fees Proposition S comprises 2/3 of the fees 9
10 Upcoming Items for SDUSD Preparing for new Proposition S issuance Currently scheduled to issue a new series of bonds in May Tax and Revenue Anticipation Notes Issuance of FY TRANs Currently scheduled for issuance in July Potential 2012 General Bond election Possible election to be held in November 2012 for new bond authorization 10
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