$20,250,000
Monterey County Regional Fire District
2019 Taxable Pension Obligation Bonds
December 2019

$9,500,000
Taxable Certificates of Participation
(2019 CalPERS Financing Project)
Evidence Direct, Undivided Fractional Interests of the Owners Thereof in Lease Payments to be made by the City of Shasta Lake
(Shasta County, California)
October 2019

$17,330,000
Independent Cities Finance Authority
Mobile Home Park Revenue Refunding Bonds
(Westlake and Millbrook Mobile Home Parks)
Series 2017A
December 2017
*through our affiliate Newcomb, Williams Financial Group

$27,015,000
Independent Cities Finance Authority
Mobile Home Park Revenue Refunding Bonds
(The Woods Mobile Home Park)
Series 2016A
October 2016
*through our affiliate Newcomb, Williams Financial Group

$3,335,000
Independent Cities Finance Authority
Mobile Home Park Revenue Refunding Bonds
(The Woods Mobile Home Park)
Series 2016B
October 2016
*through our affiliate Newcomb, Williams Financial Group

$5,760,000
Successor Agency to the Loma Linda Redevelopment Agency
Tax Allocation Refunding Bonds
Series 2016A
August 2016
*through our affiliate Newcomb, Williams Financial Group

$27,950,000
Successor Agency to the Loma Linda Redevelopment Agency
Tax Allocation Refunding Bonds
Series 2016B (Federally Taxable)
August 2016
*through our affiliate Newcomb, Williams Financial Group

$14,160,000
Independent Cities Finance Authority
Mobile Home Park Revenue Refunding Bonds
(Santa Rosa Leisure Mobile Home Park)
Series 2016
August 2016
*through our affiliate Newcomb, Williams Financial Group

$5,615,000
City of Loma Linda
Water Revenue Refunding Bonds
Series 2016
July 2016

$1,475,000
Successor Agency to the Paradise Redevelopment Agency
Paradise Redevelopment Project
2016 Subordinate Tax Allocation Refunding Bonds
June 2016
*through our affiliate Newcomb, Williams Financial Group

$345,000
Independent Cities Finance Authority
Mobile Home Park Revenue Bonds
(Mooney Grove Mobile Manor)
Series 2016B (Federally Taxable)
January 2016
*through our affiliate Newcomb, Williams Financial Group

$11,330,000
Independent Cities Finance Authority
Mobile Home Park Revenue Bonds
(Mooney Grove Mobile Manor)
Series 2016A
January 2016
*through our affiliate Newcomb, Williams Financial Group

$13,150,000
Successor Agency to the Former Sonoma Community Development Agency
Sonoma Redevelopment Project
2015 Subordinate Tax Allocation Refunding Bonds
December 2015

$15,395,000
Successor Agency to the Blythe Redevelopment Agency
Redevelopment Project No. 1
Tax Allocation Refunding Bonds
Series 2015
May 2015
*through our affiliate Newcomb, Williams Financial Group

$4,235,000
Housing Authority of the City of Palmdale
Multifamily Housing Revenue Bonds, Series 2015
(Impressions. La Quinta, Park Vista and Summerwood Apartments)
June 2015
*through our affiliate Newcomb, Williams Financial Group

$37,235,000
Independent Cities Finance Authority
Mobile Home Park Revenue Refunding Bonds
San Juan Mobile Estates
July 2015
*through our affiliate Newcomb, Williams Financial Group

Shasta Lake Public Finance Authority
Tax Allocation Revenue Refunding Bonds, Series 2014 Bank Qualified
AA Bam Insured
October 2014

$10,415,000
Independent Cities Finance Authority
Mobile Home Park Revenue Refunding Bonds
Hacienda Valley Estates series 2014
A
November 2014
*through our affiliate Newcomb, Williams Financial Group

$4,530,000
Successor Agency to the Blythe Redevelopment Agency
Redevelopment Project No 1
Tax Allocation Refunding Bonds Series 2013
NR
November 2014
*through our affiliate Newcomb, Williams Financial Group

$515,000
Independent Cities Finance Authority*
Vista de Santa Barbara Mobilehome Park
Mobile Home Park Revenue Refunding Bonds
(Pillar Ridge) Series 2014B
BBB
May 2014
*through our affiliate Newcomb, Williams Financial Group

$29,865,000
Independent Cities Finance Authority*
Vista de Santa Barbara Mobilehome Park
Mobile Home Park Revenue Refunding Bonds
(Pillar Ridge) Series 2014A
BBB
May 2014
*through our affiliate Newcomb, Williams Financial Group

$8,430,000
Independent Cities Finance Authority*
Vista de Santa Barbara Mobilehome Park
Mobile Home Park Revenue Bonds
BBB+
September 2013
*through our affiliate Newcomb, Williams Financial Group

$4,605,000
City of Scotts Valley
2013 Refunding Certificates of Participation
A+
September 2013

$21,475,000
Independent Cities Finance Authority*
Rancho Vallecitos Mobile Estates
Mobile Home Park Revenue Refunding Bonds
BBB
April 2013
*through our affiliate Newcomb, Williams Financial Group

$2,925,000
City of Sonoma
2012 Taxable Pension Obligation Bonds
AA-
December 2012

$4,460,000
City of Scotts Valley
2012 Taxable Pension Obligation Bonds
June 2012

$9,260,000
Monterey County Regional Fire District
2012 Taxable Pension Obligation Bonds
April 2012

$15,750,000
CDA of the City of Sonoma
2011 Tax Allocation Bonds
March 2011

$10,120,000
CDA of the City of Sonoma
2010 Tax Allocation Refunding Bonds
October 2010

$2,225,000
City of Jackson
Water Revenue Refunding Bonds
January 2010
Par Value - $131,010,000

King City Public Financing Authority
2009 Refunding Certificates of Participation
May 2009
$4,990,000

Redevelopment Agency of the City of Desert Hot Springs
Merged Redevelopment Project
Tax Allocation Bonds
Series 2008A- (taxable)
$19,965,000

Redevelopment Agency of the City of Desert Hot Springs
Merged Redevelopment Project
Tax Allocation Bonds
Series 2008A-2
$15,870,000

City of Palm Desert
Community Facilities District No. 91-1
(Indian Ridge Public Improvements)
Special Tax Refunding Bonds
Series 2008
$10,935,000

King City Public Financing Authority
2007 Certificates of Participation, Series A
Sewer Main Installation Improvement Project
(Bank Qualified)
$4,000,000

City of Palm Desert
Community Facilities District No. 2005-1
$17,915,000

Ukiah Redevelopment Agency
Tax Allocation Refunding Bonds, Series 2007
$5,595,000

City of Palm Desert
Limited Obligation Improvement Bonds, Series 2007
$29,430,000

Shasta Lake Public Financing Authority
Tax Allocation Revenue Bonds (Non-rated)
$6,225,000

City of Palm Desert
Community Facilities District
Special Tax Bonds (Non-rated)
$50,000,00

Woodland Finance Authority
Wastewater Revenue Bonds (Aaa)
$17,635,000

Woodland Finance Authority
Lease Revenue Bonds (Aaa)
$20,390,000

Riverside County Valley Sanitary District
Limited Obligation Improvement Bonds (Non-rated)
$8,848,000

Scotts Valley Water District
Public Facilities Corporation
Refunding Certificates of Participation (AAA)
$4,010,000

Shasta Lake Public Financing Authority
Refunding Installment Sale Revenue Bonds (Baa2)
$11,480,000

City of Stockton
Community Facilities District
Special Tax Refunding Bonds (Non-rated)
$6,690,000

City of Palm Springs
Assessment District Limited Obligation Improvement Bonds (Non-rated)
$1,300,000

City of Woodland
Community Facilities District (Non-rated)
$33,050,000

City of Albany
Sewer Revenue Bonds (AAA)
$8,675,000

City of Woodland
Community Facilities District (AAA)
$5,585,000

City of Indio
Assessment District Limited Obligation Improvement Bonds (Non-rated)
$1,890,000

City of Palm Desert
Refunding Improvement Bonds (Non-rated)
$ $2,955,000

Palm Desert Financing Authority
Lease Revenue Bonds (AAA)
$22,310,000

City of Woodland
Special Tax Bonds
$2,520,000

Palm Desert Financing Authority
Tax Allocation Revenue Bonds (AAA)
$4,745,000

Palm Desert Financing Authority
Tax Allocation Revenue Bonds (AAA)
$19,000,000

Palm Desert Financing Authority
Assessment Revenue Bonds (Non-rated)
$4,423,000

Scotts Valley Water District
Water Revenue Refunding Bonds (AAA)
$2,240,000

Palm Desert Financing Authority
Tax Allocation Refunding Revenue Bonds (AAA)
$22,070,000

Palm Desert Financing Authority
Tax Allocation Refunding Revenue Bonds (AAA)
$15,745,000

Shasta Lake Public Financing Authority
Certificates of Participation (Non-rated)
$10,616,000

Woodland Finance Authority
Lease Revenue Bonds (AAA)
$33,195,000

Perris Elementary School District
Special Tax Bonds (Non-rated)
$1,975,000

State of California
PWB Lease Revenue (AAA)
$173,005,000

Scotts Valley Water District
Certificates of Participation (BBB+)
$5,475,000

City of Stockton
Community Facilities District Brookside Estates (Non-rated)
$6,335,000

San Joaquin County
Assessment District Limited Obligation Improvement Bonds (Aaa/AAA)
$22,975,000

Palm Desert Financing Authority
Tax Allocation Bonds (AAA)
$17,310,000

City of Stockton
Community Facilities District Spanos Park West (Non-rated)
$21,460,000

City of Atlanta
Wastewater Revenue Bonds (Aaa/AAA)
$415,310,000

City of Woodland, Community Facilities District Gibson Ranch
Special Tax Refunding Bonds (Non-rated)
$7,045,000

Palm Desert Financing Authority
Tax Allocation Bonds (AAA)
$15,695,000

ABOUT US | SERVICES | TRANSACTIONS | CHARITABLE PARTNERS

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Co-Managed Transactions

$19,745,000
Successor Agency to the
Redevelopment Agency of the
City and County of San Francisco
2017 Series E Subordinate
Tax Allocation Refunding Bonds
(San Francisco Redevelopment Projects)
November 2017

$116,665,000
Successor Agency to the
Redevelopment Agency of the
City and County of San Francisco
2017 Series D Taxable Subordinate
Tax Allocation Refunding Bonds
(San Francisco Redevelopment Projects
November 2017

$36,095,000
City and County of San Francisco
Community Facilities District No. 2014-1
(Transbay Transit Center)
Special Tax Bonds, Series 2017A
(Federally Taxable)
October 2017

$171,405,000
City and County of San Francisco
Community Facilities District No. 2014-1
(Transbay Transit Center)
Special Tax Bonds, Series 2017B
(Federally Taxable - Green Bonds)
October 2017

$89,765,000
Successor Agency to the Redevelopment Agency
Of the City and County of San Francisco
2017 Series A Taxable Third Lien
Tax Allocation Bonds (Affordable Housing Projects)

$19,850,000
Successor Agency to the Redevelopment Agency
Of the City and County of San Francisco
2017 Series B Third Lien
Tax Allocation Bonds (Transbay Infrastructure Projects)

$43,400,000
Successor Agency to the Redevelopment Agency
Of the City and County of San Francisco
2017 Series C Taxable Subordinate Tax Allocation Bonds
(Mission Bay New Money and Refunding Housing Projects)

$1,014,335,000
City of Chicago
Chicago O'Hare International Airport
General Airport Senior Lien Revenue Refunding Bonds
November 2016

$73,890,000
Successor Agency to the Redevelopment Agency of the City and County of San Francisco
2016 Series A Tax Allocation Refunding Bonds
Mission Bay North Redevelopment Project
May 2016

$67,955,000
Successor Agency to the Redevelopment Agency of the city and County of San Francisco
2014 Series B, Taxable Subordinate Tax Allocation Refunding Bonds
San Francisco Redevelopment Projects
December 2014

$28,650,000
Successor Agency to the City of Hollister
Hollister Community Redevelopment Project
2014 Tax Allocation Refunding Bonds
AA, BAM insured
August 2014

$7,000,000
Successor Agency to the City of El Monte Improvement District
2014 Tax Allocation Refunding Bonds
AA, Insured by Assured Guaranty
July 2014

$67,445,000
Successor Agency to the City of Pittsburg
Los Medanos Community Development Project
Tax Allocation Refunding Bonds, series 2014
AA, Insured by Assured Guaranty
June 2014

$333,690,000
City of Chicago, Illinois
Chicago Midway Airport Revenue Refunding Bonds
(Series A,B and C)
A-
November 2013

$897,905,000
City of Chicago, Illinois
Chicago O'Hare International Airport
General Airport Senior Lien Revenue Bonds
(Series A,B,C and D)
A-
October 2013

$17,995,000
City of Salinas
Sanitary Sewer System Revenue Bonds, Series 2012
February 2012

$15,585,000 (Series A)
$2,255,000 (Series B)
Pittsburg Infrastructure Financing Authority
2011 Reassessment Revenue Refunding Bonds
August 2011

$3,445,000 (Series A)
$1,285,000 (Taxable Series B)
CFD 97-1 of the City of Scotts Valley
2011 Special Tax Refunding Bonds
August 2011

$3,275,000,000
State of California
GO Bonds (Taxable and BABs)
November 2010

$1,250,000,000
State of California
GO Bonds (Tax exempt)
November 2010

$144,025,000
University of California Regents
General Revenue Bonds
June 2010

$23,375,000
City of Gilroy
2010 Wastewater Revenue Refunding Bonds
March 2010

Riverside County Palm Desert Financing Authority
Lease Revenue Bonds
2008 Series A
November 2008
(co-manager)
$72,455,000

State of California
State Public Works Board
Lease Revenue Refunding Bonds 2007 Series A
$166,125,000

State of California
State Public Works Board
Lease Revenue Refunding Bonds 2007 Series B
$49,850,000

State of California
State Public Works Board
Lease Revenue Refunding Bonds 2007 Series C
$120,920,000

State of California
General Oblication Refunding Bonds
$4,096,410,000

State of California
Economic Recovery Bonds
$7,921,515,000

City of Atlanta
Water and Wastewater Revenue Bonds Series 2001A
$415,310,000

City of Stockton
2001 Combined Assessment District Refunding
$1,980,000

Susanville Public Financing Authority
2000 Revenue Bonds
(Cady Springs Project)
$6,800,000

Scotts Valley Water District
2000 Water Storage Project Loan (A-)
$1,045,000

City of Susanville
Certificates of Participation
Public Facilities Project
$1,670,000

City of Merced
1999 Limited Obligation Refunding Bonds
North Merced Sewer Improvement Refunding Reassessment District
$4,024,381

City of Oakland
Joint Powers Financing Authority
Reassessment Revenue Bonds, Series 1999 (A-)
$7,255,000

City of Palm Desert
Assessment District No. 98-1 (The Canyons at Bighorn)
Limited Obligation Improvement Bonds, Series 1998
$34,760,000

Palm Desert Financing Authority
Tax Allocation Revenue Bonds (AAA)
$11,020,000

Scotts Valley California
1997-1 Refunding Certificates of Participation (A-)
$4,940,588

Yuba City California
1997-1 Refunding Certificates of Participation
$3,040,000

Palm Desert Financing Authority
Tax Allocation Refunding Revenue Bonds, Series A (AAA)
$30,915,000

City of Scotts Valley (A-)
1997-1 Certificates of Participation
$4,250,000

Palm Desert Financing Authority
Tax Allocation Revenue Bonds, Series A and B (AAA)
$19,050,000

City of Shasta Lake
1996-2 Certificates of Participation (AAA)
$17,050,000

City of Shasta Lake
Series A 1996 - 1 Certificates of Participation
$675,000

City of Shasta Lake
Series B 1996 - 1 Certificates of Participation (Taxable)
$445,000

City of Woodland
Limited Obligation Improvement Refunding Bond Series 96-1
$15,030,000

Palm Desert Financing Authority
1995 Revenue Bonds, (AAA)
Assessment Districts Nos. 83-1, 84-1R and 87-1
$7,540,000

Berrenda Mesa
Water District Refunding General Obligation Bonds
Issue of 1995 (First Issue, Series E)
$3,035,000

City of Shasta Lake
Limited Obligation Improvement Bonds
Rosamond Avenue Area Assessment District
$3,035,000

City of Shasta Lake
Limited Obligation Improvement Bonds
Rosamond Avenue Area Assessment District
$189,277

City of Marina
Limited Obligation Improvement Bonds
(Marina Greens Business Park Improvement Assessment District)
$1,044,334

Mendota Redevelopment Agency
Mendota Redevelopment Project No. 1
1994 Tax Allocation Bonds
$7,245,000

Community Development Agency of the City of King
Tax Allocation Refunding Revenue Bonds, Series 1994
$5,500,000

City of Oakdale
Limited Obligation Improvement Bonds
G & J streets Refunding Assessment District
$4,000,000

Scotts Valley Water District
1994 Water Revenue Refunding Bonds (A-)
$2,640,000

City of Scotts Valley
Limited Obligation Improvement Bonds
Gateway South Assessment District, Phase II, 1993 Series C
$2,124,819

City of San Rafael
Limited Obligation Refunding Improvement Bonds
Peacock Gap Reassessment District
$2,405,000

Scotts Valley Public Financing Authority
1993 Local Agency Revenue Bonds
$27,195,000

City of Brentwood
Limited Obligation Improvement Bonds
Brentwood Improvement Projects Nos. 1 & 2
Refunding Reassessment District Series 1993
$6,727,000

County of Contra Costa Public Financing Authority
1993 A Authority Revenue Bonds
$11,589,371

Housing Authority of the City of Redding
Multi-Unit Rental Housing Revenue Refunding Bonds
1993 Series A
$4,974,000

Housing Authority of the City of Redding, California
Multi-Unit Rental Housing Revenue Refunding Bonds
1993 Taxable Series B
$625,000

City of Anaheim
Variable Rate Multifamily Housing Revenue Bonds (A+/A1)
(Bel Age Apartments)
1990 Series A
$10,000,000

City of Sacramento
Variable Rate Demand Multifamily Hosing Refunding Bonds (A+/A1)
(Smoketree Apartments), 1990 Series A
$15,495,000

County of San Bernardino
Variable Rate Demand Multifamily Housing Refunding Bonds (A+/A1)
(Park Heights Apartments), 1990 Series A
$5,520,000

City of Pleasanton
Variable Rate Multifamily Mortgage Revenue Demand Bonds (A+/A1)
(Valley Plaza II Apartments), 1989 Issue A
$8,160,000

City of Woodland
Variable Rate Multifamily Mortgage Revenue Demand Bonds (A+/A1)
(Crossroads Village Apartment), 1989 Issue A
$5,320,000

Housing Authority of the County of Riverside
Variable Rate Demand Multifamily Housing Revenue Bonds (A+/A1)
(San Tropez Project), 1987 Series A and B
$29,300,000

City of Tracy
Refunding Improvement Bonds
(City of Tracy Assessment District No. 84-1, Wastewater Facilities Reassessment Project), Series 1986-A
$17,150,000

City of Millbrae
Refunding Improvement Bonds
(Plaza Bay Assessment District Reassessment Project)
Series 1986-A
$1,638,000