Monday, October 22, 2018

Sunlake Students, School Board Members to Get Lesson in Finance From Raymond James


Who: Pasco County School Board, Sunlake High School Academy of Finance students, and district administrators

What: Certificates of Participation pricing and lesson on finance

When: 8:30 a.m. to 11:30 a.m. Tuesday, October 23, 2018,

Where: Raymond James headquarters at 880 Carillon Parkway, Tower II, St. Petersburg, Florida 33716

Why: The district will price approximately $75 million Certificates of Participation. Raymond James invited the Sunlake High School Academy of Finance to the pricing. With the recent focus on “financial literacy” education, this is a perfect demonstration of students getting a first-hand lesson.

How: There will be 36 students attending, who will hear a presentation describing the history of the transaction, the roles of the financing team participants, and the structure of the financing.

8:30 a.m. Arrival and Security Check‐In (ATTENTION: MEDIA OUTLETS MUST PROVIDE NAMES OF REPORTERS AND PHOTOGRAPHERS TO THE CONTACTS BELOW BY THE END OF THE DAY TODAY.)

8:45 a.m. Introductions & Pricing Overview

9:00 a.m. Market Update, Pre‐Marketing Results, Syndicate Price Views & Pricing Recommendation

9:15 a.m. Transaction Release and Overview of IPREO (PFM Financial Advisors)

9:30 a.m. Financing Process, Best Practices, Roles and Responsibilities

9:45 a.m. Legal Aspects of Certificates of Participation

10:00 a.m. Tour 1 of Fixed Income Underwriting Desk/Career Discussion

10:25 a.m. Tour 2 of Fixed Income Underwriting Desk/Career Discussion

10:50 a.m. Update on Pricing Status

11:15 a.m. Repricing Discussion

11:30 a.m. Closing Remarks and Dismissal