HomeMy WebLinkAboutA01 Financing ParticipantsQuint & Thimmig LLP
1/29/24
TUSTIN PUBLIC FINANCING AUTHORITY
Water Revenue Bonds, Series 2024
(Subordinate Lien)
AUTHORITY / CITY
Ms. Jennifer King
Finance Director/Treasurer
Mr. Sean Tran
Deputy Director -Administrative Services
City of Tustin
300 Centennial Way
Tustin, CA 92780
(714) 573-3079 (King)
(714) 573-3078 (Tran)
jking@tustinca.org
stran@tustinca.org
CITY ATTORNEY/AYTHORITY COUNSEL
David E. Kendig, Esq.
Woodruff, Spradlin & Smart, P.C.
555 Anton Boulevard, Suite 1200
Costa Mesa CA 92626
(714)415-1083
dkendig@wss-law.com
MUNICIPAL ADVISOR
Mr. James V. Fabian
Principal
Ms. Un Chu Reardon
Senior Vice President
Ms. Mindy Kays
Associate
Fieldman, Rolapp & Associates
19900 MacArthur Boulevard, Suite 1100
Irvine, CA 92612
(949) 246-2344 (Fabian)
(415) 933-0968 (Reardon)
(808) 342-6165 (Kays)
jfabian@fieldman.com
ureardon@fieldman.com
mkays@fieldman.com
PLACEMENT AGENT
Ms. Sara Oberlies Brown
Mr. Luke Czepiel
Stifel, Nicolaus & Company, Incorporated
One Montgomery Street, 35th Floor
San Francisco, CA 94104
(415) 364-6872 (Brown)
(213) 443-5012 (Czepiel)
sbrown@stifel.com
czepiell@stifel.com
Financing Participants
PLACEMENT AGENT COUNSEL
Juan Galvan, Esq.
Jones Hall
475 Sansome Street, Suite 1700
San Francisco, CA 94111
(415)391-5780 x229
jgalvan@joneshall.com
TRUSTEE
Mr. Seth Crone, CFA, CPA
Senior Vice President
Ms. Deborah Young
Vice President
Mr. Patrick A. Olan
Associate, Client Service II
The Bank of New York Mellon
Trust Company, N.A.
333 South Hope Street, Suite 2525
Los Angeles, California 90071
(713) 483-6568 (Crone)
(213) 630-6260 (young)
(213) 553-4413 (Olan)
seth.crone@bnymellon.com
deborah.young@bnymellon.com
aldrinpatrick.olan@bnymellon.com
TRUSTEE'S COUNSEL
Laura L. Bilas, Esq.
Foley & Lardner LLP
321 North Clark Street, Suite 3000
Chicago, IL 60654-4762
(312)832-4533
lbilas@foley.com
20027.04
PURCHASER
Mr. Jonathan A. Lewis
President / Manager
Ms. Maryann Santos
Mr. Drew Scrivener
Mr. John Flaherty
Mr. James Mullins
Ms. Catherine M. DeLuca
Mr. Robert Steimel
Mr. Paul Sottnik
Ms. Brenda C. Barnes
Mr. Jeffrey D. Sharp
Senior Vice President
Director of Business Development
Capital One Public Funding, LLC
1307 Walt Whitman Road, 3rd Floor
Melville, New York 11747
(631) 531-2824 (Lewis)
(631) 776-3843 (Santos)
(631) 776-3844 (Scrivener)
(631) 776-3715 (Flaherty)
(631) 776-3733 (Mullins)
(631) 531-2802 (DeLuca)
(631) 776-3847 (Steimel)
(516) 272-6783 (Sottnik)
(860) 422-3612 (Barnes)
(505) 400-0860 (Sharp)
jonathan.lewis@capitalone.com
maryann.santos@capitalone.com
drew.scrivener@capitalone.com
john.flaherty@capitalone.com
james.mullins@capitalone.com
catherine.deluca@capitalone.com
robert.steimel@capitalone.com
paul.sottnik@capitalone.com
brenda.barnes@capitalone.com
jeffrey.sharp@capitalone.com
PURCHASER'S COUNSEL
Jonathan Cristy, Esq.
Kronick, Moskovitz, Tiedemann & Girard
1331 Garden Highway, 2nd Floor
Sacramento, CA 95833
(916)321-4571
jcristy@kmtg.com
BOND COUNSEL
Brian D. Quint, Esq.
Quint & Thimmig LLP
(415) 925-4200 x101
(415) 272-8100 (Cell)
bquint@qtllp.com