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. 

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

The California Infrastructure and Economic Development Bank (IBank) is a state government agency housed within the Governor ‘s Office of Business and Economic Development (GO-Biz). IBank is a capital access bank that finances public infrastructure and private development. IBank is California state government’s only general-purpose financing authority. IBank issues both tax-exempt and taxable revenue bonds as 501(c)3 bonds, exempt facility bonds, and public agency revenue bonds.

In addition to bond financing, IBank offers infrastructure loans to municipalities, small business loan guarantees to increase capital access by reducing risk for lenders, and  a venture capital program designed to increase access to venture capital and expand the VC ecosystem.

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.

Tyler began his career in the Public Finance Investment Banking group at Citigroup in New York before becoming a financial advisor at a top 10-ranked firm in the Southeast. He served as financial advisor for finance teams in local government, higher education, and healthcare for nearly eight years before founding DebtBook to build powerful and easy-to-use treasury and accounting software for public finance teams.

Douglas J. Kilcommons is a Managing Director at KBRA. As head of the U.S. Public Finance team, Doug is responsible for the integrity and timeliness of a portfolio of municipal issuers, including tax-supported state and local government credits and revenue-supported credits in the higher education, not-for-profit health care, and transportation sectors. He also serves as Chair of Rating Committee, is actively involved in methodology development and refinement, and frequently represents KBRA at various industry events.

Prior to joining KBRA, Doug served as a senior credit officer and member of the Executive Loan Committee at First Republic Bank. He has also held senior positions at Wells Fargo Bank, where he served as National Credit team manager for the Education/Nonprofit Banking team; Moody’s Investor Service, where he was head of the Public Finance Local Government Surveillance team; and Fitch Ratings, where he was head of the Education/Nonprofit and Tax Exempt Housing Sectors. During his time at Wells Fargo, Moody’s, and Fitch, Doug refined analytic policies and practices, authored risk acceptance criteria and rating methodologies, and oversaw development and implementation of credit monitoring and surveillance systems. He also held positions at Radian Asset Assurance, Neuberger Berman, and Barclays. Doug began his career as a municipal analyst at Standard & Poor’s, focusing on enterprise credits, including higher education, health care, and transportation.

Doug holds a B.S. in financial management from the State University of New York at Binghamton and an MBA in investment management from Pace University.

Lisa Marie is a qualified financial expert with significant governance and regulatory compliance experience. She is the board president for the San Diego City Employment Retirement System (SDCERS) serving on the audit and investment committees, a board of director for the California Fixed Income Trust (CalFIT) serving as Treasurer and Secretary and a board member of the Wakeland Housing Corporation LLC., serving on the Finance Committee. While serving as the Board President of SDCERS, Harris oversaw and guided the board through the transformation of a closed pension plan to a restructured open plan to comply with State law requiring several years of negotiation with the pension plan sponsor, employee unions and the pension plan. 

Lisa Marie is serving as the Chief Financial Officer for the San Diego County Water Authority in San Diego California. Under her leadership, Lisa Marie directs a team of over 30 finance professionals providing operational leadership and strategic financial expertise that has been regionally recognized by the San Diego Business Journal as CFO of the year for exceptional operational oversight of the multi-billion utility and for the execution of financial strategies involving a complex Private-Public P3 refinancing of the San Diego Desalination Plant, largest in the Western Hemisphere as well as a unique financing restructuring resulting in protecting the financial position of the water utility during the financial crisis caused by COVID-19. In addition, the National Bond Buyer and Women in Public Finance awarded Harris as a Trailblazer in Public Finance for outstanding contributions to the industry and as a top-ranked Chief Financial Officer. In addition, Harris was recognized by the Secretary of State for the State of California, for her outstanding contributions to public finance and her leadership at the San Diego County Water Authority. 

Lisa Marie has also served on numerous boards for California and national nonprofit organizations. Lisa Marie is a past board member for San Diego County Pension System (SDCERA), and currently serves on the Investment Committee for the San Diego Girl Scouts. Recently honored as a finalist for the San Diego Girl Scouts Cool Women for her leadership in the region. Lisa Marie is a past national board member for Governmental Finance Officers Association (GFOA), Women in Public Finance and founder of the San Diego Chapter of Women in Public Finance serving on the executive and finance committees.