Webinar: Nonprofit Senior Living Providers

The Bond Buyer
May.12.2016

Approaching Your Bond Obligations When Considering Sales, Affiliations, Mergers and Acquisitions

This informative webinar focuses on the key issues affecting bond obligations that come into play for non-profit senior living providers when considering a sale, affiliation or merger.

Topics addressed include:

What are the factors that are driving consolidation?
What are the typical transactional structures?
What are the key contractual compliance issues?
How can existing debt be addressed?
Will the bonds remain tax-exempt?
What are best practices for meeting continuing disclosure obligations and investor expectations?
What to consider for your next bond financing?

Presenters

Jenna Magan Partner, Public Finance

Sacramento

See my bio

D:+1 916 329 7980
E: [email protected]

Practice:

Finance Sector
Public Finance

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Jenna Magan Partner

Sacramento

Jenna has worked on all structures available in public finance, including fixed and variable, tax-exempt and taxable, insured, letter of credit and liquidity supported bonds, conversions, tenders, exchanges, restructurings and reofferings, senior/subordinate, capital appreciation and convertible capital appreciation bonds, securitizations, project finance, direct purchases, bank-qualified transactions and 144A and Section 4a2 offerings.

Jenna's practice focuses on the following areas, in which she has acted as bond, borrower’s, disclosure, underwriter's, and bank/direct purchaser’s counsel:

Healthcare, Senior Living and Other 501(c)(3) Financings
Local Government Lease, Enterprise (Water, Wastewater, Airport, Solid Waste), Pension Obligation and Short-Term Financings
State of California Bond Financings
Project Financings
Tobacco Securitization Financings
Post-Issuance Compliance

Greg Blonde Partner, Public Finance

Portland

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D:+1 503 943 4823
E: [email protected]

Practice:

Finance Sector
Public Finance

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Greg Blonde Partner

Portland

Greg primarily focuses on health care/senior living finance, airport transactions and traditional municipal bond work for cities, counties and special districts.

Greg has completed conduit bond transactions for the most active healthcare borrowers in the Pacific Northwest, including Legacy Health, Oregon Health & Science University, Salem Health, Asante, Samaritan Health Services, St. Charles Health System, Columbia Memorial Hospital and PeaceHealth. He also regularly works on financings for many nonprofit senior living providers, including Pacific Retirement Services, Transforming Age, Terwilliger Plaza, Rose Villa, Mary's Woods, Dallas Retirement Village and Capital Manor, and has worked on senior living bond transactions in Oregon, Washington, California, Texas, Wisconsin, Nebraska and Florida. Greg also maintains an active traditional municipal finance practice, serving as bond counsel for public bodies and municipalities such as The Port of Portland, the City of Lake Oswego and the City of West Linn.

Since 2011, Greg has provided pro bono legal services to Iraqi refugees through the International Refugee Assistance Project. Greg is also a past member of the Board of Directors of Youth, Rights & Justice, a nonprofit law firm that serves underprivileged children (primarily foster children) in the Portland area.

Patricia L. Eichar Partner, Public Finance

Portland; Sacramento

See my bio

D:+1 916 329 7917
E: [email protected]

Practice:

Finance Sector
Public Finance

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Patricia L. Eichar Partner

Portland; Sacramento

Ms. Eichar has represented issuers, underwriters and borrowers in taxable and tax-exempt municipal financings for health care organizations, senior living communities, and other types of 501(c)(3) organizations. In addition, Ms. Eichar has represented various municipal issuers, including the State of California, in the issuance of general obligation bonds, deficit bonds, revenue anticipation notes, lease revenue bonds, enterprise revenue bonds, pension obligation bonds and land-secured bonds, and in municipal lease and redevelopment financing.

As disclosure counsel to myriad public agencies, Ms. Eichar advises on matters including the content of primary offering documents as well as continuing disclosure filings.

In addition to her work in municipal financings, Ms. Eichar has taken on multiple pro bono projects, including prosecuting guardianships for Sacramento's Voluntary Legal Services Program and assisting veterans with appeals of denial of disability benefits before the Board of Veterans Appeals.