Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions. We have been providing customized strategies centered on the goals of our clients since 1881 — using our extensive experience, resources, research, and knowledge to help advance society, improve our communities, and leave the world a better place.

Orrick is a global law firm serving the technology, energy, infrastructure, finance, and life sciences sectors across 25+ markets worldwide. For over a century, Orrick has advised governments, public agencies, developers, investors, and lenders on complex infrastructure and public finance transactions. Ranked Band 1 byChambers USA for Public Finance, P3s, Energy Transition, Renewables, and Power, Orrick combines market-leading public finance and infrastructure capabilities to help clients deliver critical projects through innovative financing and procurement solutions. Over the past five years, the firm has advised on more than $624 billion in public finance transactions and $188 billion in P3 and alternative delivery projects.

Assured Guaranty, the leading provider of municipal bond insurance, has helped reduce the cost of municipal finance and protected municipal investors for four decades. It guarantees timely payment of bonds’ principal and interest. Bond insurance from Assured Guaranty makes small, medium, and large municipal bond issues more cost-efficient for issuers because it creates greater security and market liquidity for investors, who prize not only the unconditional and irrevocable promise of payment but also Assured Guaranty’s credit underwriting, negotiated terms and surveillance. The group’s holding company, Assured Guaranty Ltd., is listed on the New York Stock Exchange (ticker symbol AGO) and is held to the transparency standards of both the exchange and U.S. securities law.

Learn more at AssuredGuaranty.com

Helping government & nonprofit finance teams do their best work

DebtBook helps finance teams manage debt, cash, leases, and subscriptions with modern, cloud-based software, purpose-built for governments and nonprofits.

Client-focused investment banking, brokerage and advisory services

Academy Securities is our nation’s first Post-9/11 veteran-owned and operated investment bank with strengths in capital markets, asset management, public finance, geopolitical intel, fixed income and equity trading. We operate at the intersection of geopolitical risk and finance.

Invest Smarter, Build Stronger with BAM-Insured Bonds.

BAM Mutual-insured bonds help investors build a better portfolio and support essential infrastructure projects. Let our exclusive focus be your strategic advantage

Whether raising capital in Singapore or financing equipment in Los Angeles, hedging currencies in Frankfurt or expanding a business in Huntsville, we understand the challenges our clients face around the world. We combine local knowledge and global perspective to tailor solutions to meet clients’ goals. We are the largest U.S. commercial and industrial lender. And we have one of the top market-making and investment banking platforms.

Barnes & Thornburg operates 26 offices across the United States, enabling more than 900 lawyers to serve clients nationwide. As one of the 100 largest law firms in the country, we provide seamless coast-to-coast coverage for high-stakes litigation, complex transactions and innovative IP matters. Barnes and Thornburg has one of the country’s leading public finance practices, with the issuance of more than $1 trillion of tax-exempt obligations nationwide. We advise a broad range of public and private participants in public finance transactions, including governmental and quasi-governmental entities, education and institutional clients, and organizations in healthcare, housing and community services.

HilltopSecurities is a full-service municipal investment bank and wealth advisory firm providing a full suite of financial services for public entities, institutional investors, housing finance agencies, broker-dealers, and individual investors. Founded in 1946, its primary areas of focus include public finance, capital markets, structured finance, retail brokerage, clearing services, and securities lending. Hilltop Securities Inc.’s goal is to build long-term relationships to help communities, businesses, and individuals thrive. A wholly owned subsidiary of Hilltop Holdings Inc. (NYSE: HTH), HilltopSecurities’ affiliates include Momentum Independent Network, HilltopSecurities Asset Management, HilltopSecurities Insurance, PlainsCapital Bank, and PrimeLending. Learn more at HilltopSecurities.com. Member: NYSE/FINRA/SIPC.

Nixon Peabody is recognized as one of the most highly regarded Public Finance practices in the country. We craft innovative solutions for federal, state, and local governments to finance critical infrastructure and community projects. With over 40 years of public finance experience, we guide clients through any project.

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.

We are an innovative, trusted partner to our clients with in-depth expertise in capital markets, banking and finance.

Siebert Williams Shank is an independent non-bank financial services firm that offers investment banking, sales and trading, research, and advisory services. We provide customized solutions incorporating comprehensive financial advisory, capital raising and risk management guidance with the mission of delivering the highest level of value-added services to our clients.

Baker Tilly is a top 10 advisory, tax, and assurance firm connecting with organizations to uncover what drives their performance and translate that insight into distinct strategic advantage.

Our work is grounded in enduring, collaborative relationships and strengthened by deep industry intelligence across 30+ sectors. Designed specifically for the middle market, we understand its complexity, demands, and opportunities and how to navigate them with ambition and clarity.

Backed by professionals across the U.S. and in leading global financial centers, we provide access to a full platform of capabilities from validated financial performance to mitigated risk, managed operations, strategic transformation, personal wealth, enhanced tax value, and more. All to reach your organization’s full potential.

Blaylock Van, LLC is Wall Street’s longest continuously operated African American investment banking and financial services company, providing corporate debt and equity underwriting, sales and trading and municipal finance for over 30 years.

As a global financial services company, we oversee more than $59.4 trillion* in assets for our clients – managing it, moving it and keeping it safe.

For over 240 years, we have been creating new solutions that benefit businesses, communities and people everywhere.

No matter what the future brings, we’ll be ready and we’ll be working. Making money work for the world.

Fidelity Capital Markets ® (FCM) provides innovative trading and technology solutions, and execution services across multiple asset classes for institutional investors. Our offering includes a suite of electronic brokerage products for equities, options, prime brokerage, securities lending, fixed income, municipal- and bank-issued brokered CD underwriting, and FOREX. For more than 30 years, FCM has successfully worked with asset managers, hedge funds, family offices, endowments, banks, and brokerage firms in support of their business goals. Fidelity has one of the largest retail and institutional presences; this expansive network provides institutional investors with a differentiated offering and greater access to liquidity. We can help clients maximize their investment strategies with our leading market insight, advanced technology solutions, and high-quality trade execution.

For more than four decades, Investortools has been a leading SaaS provider, delivering solutions regarded by the industry as a prerequisite for fixed-income investment management. Its comprehensive product suite covers portfolio, order, and execution management, performance analytics, 2a-7 compliance, and credit analysis. Trusted by over 200 firms managing more than $1 trillion in assets, Investortools supports SMA managers, fund managers, broker-dealers, and other key market participants.

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, health care, intellectual property, litigation, real estate, restructuring, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.

KBRA is a global, full-service credit rating agency committed to setting a higher standard of excellence, integrity, and transparency in credit analysis. Founded in 2010, KBRA provides rigorous credit opinions, ratings, research, and risk assessments across a broad range of asset classes, supported by clearly articulated methodologies and timely insight. With extensive coverage across the U.S., UK, Europe, and APAC, KBRA delivers an independent credit rating perspective informed by in-depth regional expertise. In addition to ratings, KBRA Analytics provides high-quality data, toolsets and platforms with actionable research designed to support informed investment and risk management decisions. KBRA’s culture emphasizes collaboration, diversity of thought, and innovation, reflecting our belief that thorough analysis, transparent communication, and fresh perspectives remain fundamental as global capital markets continue to evolve.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

At PNC Public Finance, we’re more than a financial provider—we’re your partner in progress. From essential credit solutions to capital markets and treasury management, we tailor capabilities to fit your organization’s needs. We’re also one of the most active public finance firms in the country—committed to helping public and nonprofit organizations move their mission forward.

U.S. Bank is a valued service provider for a broad range of corporate and municipal financings in addition to a wide variety of escrow services.  Their experienced professionals understand the complexities of these transactions and use their expertise and the latest technology available to exceed each customers individual needs and fulfill their expectations for timeliness and accuracy.  Experience their support services and make U.S. Bank your provider of choice.

Wells Fargo Government Banking provides access to specialized products and services to address the distinctive needs of local and state governments, with a focus on building long-term relationships.

• Government Banking and Public Fund Deposits
• Municipal Credit & Direct Purchase Facilities
• Specialized Treasury Management Services
• Public Finance & Bond Underwriting
• Fixed Income Investments

American Veterans Group PBC, Wall Street’s first and only Public Benefit Corporation, provides capital market services to corporate and municipal clients while driving measurable social impact. For clients seeking more than a check-the-box approach, we offer a dynamic, results-driven alternative—one that aligns financial success with a commitment to lasting impact.  SOCIAL IMPACT-FOCUSED.  DISABLED-VETERAN LED.

At Argent Institutional Trust, every partnership starts with a simple promise: You, First.

As we look ahead,  we’re proud to stand alongside public finance leaders who share that same commitment to serving communities with care, accountability, and purpose.

In public finance, there’s no margin for uncertainty—only trust, precision, and performance. That’s why our trust solutions are designed with your priorities at the center. Whether supporting bond issuances, managing escrow accounts, or navigating complex compliance requirements, we focus on delivering clarity and confidence so you can focus on what matters most: the communities you serve.

For us, “You, First.”, means anticipating your needs before they arise, simplifying the complex, and ensuring every detail is handled with the highest level of diligence and security.

We look forward to connecting with you and continuing the conversations that move public finance forward—together.

Bancroft Capital is a Certified Service-Disabled Veteran-Owned Small Business (SDVOSB) with a dedicated public finance team committed to providing best-in-class service to municipal issuers and tax-exempt investors. Bancroft is founded upon a commitment to service – service to our clients, service to our country, and service to our veterans who have sacrificed on our behalf.

Basefund is the leading platform to secure and insure institutional money movement. Having protected over $60B in transactions, the platform gives issuers, trustees, underwriters and their counterparties a verified channel for high-value transactions. Basefund validates payment instructions and protects wire transfers against fraud, misdirection and human error; shifting liability away from participants and allowing coordinators to satisfy their regulatory and professional obligations.

As one of the world’s top three credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by providing supplementary credit analysis, ratings, research, and commentary to financial market participants. For over 100 years, Fitch Ratings has been creating value for global markets through its rigorous analysis and deep expertise, which have resulted in a variety of market leading tools, methodologies, indices, research, and analytical products. Fitch Ratings is part of Fitch Group, a global leader in financial information services with operations in more than 30 countries, which also includes Fitch Solutions. With dual headquarters in London and New York, Fitch Group is owned by Hearst. For additional information, please visit fitchratings.com.

Huntington Securities, Inc.’s (“HSI”) parent company, Huntington Bancshares Incorporated (“HBI”), is a publicly traded bank holding company (NASDAQ: HBAN) providing full-service commercial, small business, and consumer banking services, mortgage banking services, treasury management and foreign exchange services, equipment leasing, wealth and investment management services, trust services, and brokerage services through approximately 26,600 team members in over 1,500 offices throughout the nation. HBI conducts its municipal securities underwriting business through Huntington Securities, Inc. doing business as Huntington Capital Markets. HSI’s headquarters is located at 41 South High Street, Columbus, OH 43287.

The national law firm of Ice Miller positions its broad collective insights and deep bench to provide the highest level of service to its clients, helping businesses, investors, and state and local governments deploy their capital, solve complex problems, and make smart business decisions. We bring the right team of lawyers from across our unified platform to address client needs with rigor and vision. Together we collaborate to offer the right legal and business solutions tailored to our clients and their specific needs.

Lexton Infrastructure Solutions is an infrastructure advisory firm specializing in project finance, public-private partnerships, and strategic capital solutions. Drawing on more than 30 years of experience, LIS advises developers, investors, governments, and infrastructure sponsors on financing, business strategy, and complex infrastructure transactions across transportation, higher education, healthcare, aviation, and other essential sectors.

As a leading global provider of credit ratings, research, and analysis, Moody’s Ratings offers valuable insights into the financial stability and creditworthiness of organizations, debt instruments, and securities. Our credit ratings help inform issuers during the decision-making process to create timely, go-to-market debt strategies and capture wider investor focus. Investors gain a broad view of global debt markets through our credit ratings and research, helping decision-makers navigate market volatility.

Samuel A. Ramirez & Co., Inc. (“Ramirez”) is a nationwide, full-service investment bank, brokerage and advisory firm serving the needs of thousands of individual investors, business owners and top institutional investors, corporations and government agencies in the U.S. Since 1971, our mission has been to help clients succeed by executing with integrity, experience, teamwork and performance.

• We are one of the nation’s top 10 managing municipal bond underwriters, routinely involved in one in four negotiated bond transactions.
• Our Investment Banking team provides capital markets services to more than 25 percent of the Fortune 500 corporations in the U.S.
• Our Fixed Income team has provided retail and institutional trading and market making expertise in municipal bonds and taxable fixed income securities, including government bonds, agency bonds, corporate bonds, mortgage-backed securities, high-yield debt.
• Our Institutional Equity group offers performance enhancing products and services with “Agency Only”/non-conflicting trade execution.
• Our oldest division, Wealth Management, continues to provide customized financial advice and investment solutions to generations of high-net-worth families and business owners.

At Ramirez, we know that our clients’ success is essential to our own. We’re growing at a robust pace because we are a different kind of firm. We pride ourselves on working together to break new ground and do what is best for our clients. As a result, we stand apart from our peers and deliver exceptional performance in all of our core areas of business through various market conditions.

S&P Global Ratings, a division of S&P Global Inc. (NYSE: SPGI), is a leader in providing credit ratings insight for the public and not-for-profit sectors. Our public finance analysts provide a deep understanding of markets with sector-specific experience. Learn how our perspective can help you make better-informed financing decisions. Visit spglobal.com/uspublicfinance

Squire Patton Boggs is one of the world’s leading full-service law firms, operating at the intersection of law, business, and public policy. With more than 40 offices across four continents, the firm combines deep local insight with global reach to help clients navigate complex legal, regulatory, and commercial challenges. Founded in 1886, Squire Patton Boggs serves a diverse client base ranging from Fortune 100 and FTSE 100 companies to local and national governments, public agencies, and growing enterprises with practical, business-focused counsel across a full spectrum of legal disciplines. Through innovation, collaboration, and industry knowledge, the firm delivers strategic solutions that help clients manage risk, seize opportunities, and achieve lasting success.

Stifel Public Finance is a national leader in municipal finance, combining local market expertise with the reach of a top underwriting platform. Stifel ranks #1 in California, leading all underwriters by number of negotiated municipal bond issues statewide. Backed by dedicated California offices and sector specialists, Stifel delivers tailored financing strategies, deep investor distribution, and proven execution for issuers across the State’s cities, counties, school districts, and special districts.

Following time on Wall Street and State Debt Manager, Ms. Hamilton founded Sycamore Advisors in 2004. With $33B in deals –DOTY finalist 4 times – Sycamore focuses on first in class analytical and debt modeling and ratings strategies; having created multiple new credits with dedicated revenue streams to support major capital programs, relieving pressure on GO credits.

Founded in 1885 with a 140-year legacy rooted in the historic Taft family, today Taft is one of the nation’s fastest-growing law firms. As a modern law firm with a non-headquarter operating model and more than 1,250 attorneys, Taft is fully committed to delivering the highest level of service to today’s organizations and individuals. Taft’s public finance attorneys have a long history of delivering innovative financing solutions and aiding clients with complex, legally novel issues in the major areas of tax-exempt and taxable financing. Our professionals are regularly sought after and retained as bond, issuer’s, tax, borrower’s, disclosure, and underwriter’s counsel on a wide variety of public and nonprofit sector financings. We regularly assist in development and infrastructure financings to fund the improvement and expansion of existing municipalities, as well as engage in financings for large-scale projects. We have been pivotal in the growth of numerous cities and towns throughout the Midwest, Mountain West, and Southwest.

For more than 80 years, The Bond Buyer’s Municipal Marketplace® – also known as the “Red Book” – remains the leading and most authoritative source that senior decision-makers and issuers in the municipal-bond industry rely on for correct and current contact information. The Red Book diligently gathers and qualifies the firms that help bring billions of dollars in bond issues to market every year, and thousands count on its data to connect them to this dynamic marketplace and make business happen. Its contacts include more than 850 qualified firms that work on the issuance of municipal bonds, 2,200+ offices located throughout the United States, 1,500+ municipal-bond issuers, and more than 14,000 industry professionals.

Institutional Banking

Steadfast partner. Sophisticated solutions.

Beyond traditional banking, UMB offers deep expertise and consultative partnership across the institutional marketplace, from community banks and municipalities, to some of the largest corporations, broker-dealers and fund companies in the U.S. and abroad.

WireSafe is a software security platform that protects financial wire transfer instructions from cyber threats. Trusted by banks, financial institutions, businesses, and government agencies, WireSafe safeguards against sophisticated fraud attempts to alter wire instructions for the transfer of funds at closing.