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Special Thanks to Our SponsorsGOVERNMENT FINANCE OFFICERS ASSOCIATION OF TEXAS
Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
Platinum
ors OF TEXAS
Investing in Relationships for 20 Years
At Coastal Securities, we emphasize relationships - those with our clients, related industry groups and each other. As an employee-owned company, each client receives dedicated service and attention from "owners" in every department.
Our staff realizes that every client’s situation is different. It is our goal to help you meet the unique challenges of your own situation and make investment decisions that are tailor-fit to your individual needs. Our Public Finance professionals offer over 100 years of combined experience in the underwriting and sale of municipal securities. In addition, our Financial Strategies department can provide portfolio analytics in order to help you make smart investment decisions regardless of the current economic conditions. We invite you to put us to work for you.
HOUSTON · AUSTIN · SAN ANTONIO · NEW ORLEANS 5555 SAN FELIPE · SUITE 2200 · HOUSTON, TEXAS 77056-2725
(713) 435-4300 · (800) 489-3232 · FAX (713) 435-4444
www.coastalsecurities.com
Platinum
Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
Platinum
ors OF TEXAS
Platinum
FirstSouthwest is a trusted leader in public finance, consistently ranking among the top financial advisory and underwriting firms in the nation. Since 1946, our professionals have helped clients throughout the United States achieve their financing goals.
A diversified investment bank, we offer a wide range of services including public finance, asset management, corporate finance, capital markets and correspondent clearing. Known for our specialized experience and personalized service, we build trusting and durable relationships with our clients based on integrity and open knowledge sharing.
To learn more about FirstSouthwest, please contact us today.
214.953.4000 FirstSW.com
© 2010 First Southwest Company. All rights reserved. Member FINRA/SIPC. EXE0410091
F i r s t S o u t h w e s t
Specialized Experience. Personalized Service.
Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
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ors OF TEXAS
Platinum
Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
Platinum
ors OF TEXAS
Gold
National ResourcesRegional Expertise
BLX is proud to be serving the needs
of issuers throughout the great state of
Texas. For Arbitrage Rebate, Post Issuance
Compliance and integrated solutions
for tax-exempt transactions, please give
us a call at 866 342 5259 or
e mail: [email protected]
phone: 214 989 2726
www.blxgroup.com
Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
Gold Successful money management requires
proven experience and unwavering trust.
No one in Texas exemplifies this better
than First Southwest Asset Management
and JPMorgan Asset Management, two
nationally recognized financial services
firms that have a long history of investing
public funds.
LOGIC, a AAA-rated investment pool
tailored to the needs of local Texas
governments, is now under the direction
of First Southwest and JPMorgan – two
firms that understand the needs and
challenges of managing your money.
To learn more about the LOGIC program,
call 1.800.895.6442 or visit www.logic.org.
When It Comes To Managing Your MoneyWe Know The Ropes.
© Copyright First Southwest Asset Management, Inc. All Rights Reserved. An SEC Registered Investment Advisor. TSX0310053
ors OF TEXAS
Gold
Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
Gold
ors OF TEXAS
From our cityto yours
Southwest Securities’ investment bankers provide awide variety of financial services to cities across the
Southwest. Our bankers handle assignments asfinancial advisors, negotiated underwriters and spe-cialized consultants to help communities and city
managers get down to the business of growth.
Dallas 214.859.9450Austin 512.320.5859
Longview 903.758.0111San Antonio 210.226.8677Albuquerque 505.217.2920
Southwest Securities, Inc., 1201 Elm Street, Suite 3500, Dallas TX 75270, 214.859.1800
publicfinance.swst.comMember NYSE and SIPC
Gold
Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
The TexSTAR government investment pool, powered by First Southwest and JPMorgan, uniquely positions the combined capabilities of two nationally recognized financial services leaders to provide investment options focused on the needs of its participants: security, liquidity and diversification.
Put the power of TexSTAR to work for you. For information, call 1.800.839.7827 or visit www.texstar.org.
© Copyright First Southwest Asset Management, Inc. All Rights Reserved. An SEC Registered Investment Advisor. TSX0310060
Star Power
Gold
Prudent Investing for Public Funds• Administered by the Texas Comptroller of
Public Accounts
• Managed and serviced by Federated Investors
• Used by over 2,000 entities for their short-term investment needs
1-866-TEXPOOL • www.texpool.comFederated Investment Counseling 43182 (11/10)
ors OF TEXAS
No one understands Texas local governments
like Tyler. Our Munis,® Incode, Eden® and
Fundbalance product suites do more than
meet your needs. They anticipate them.
Little wonder that Tyler continues to set the
standard for seamless, scalable, ROI-based
financial software and support. To find out
more, visit us at tylertech.com or email us at
No one understands T
. Our Munis,ylerlike TTy
exas local governmentsands TTe
. Our Munis,® Incode, Eden® and
. Our Munis,ylerlike TTy
Fundbalance product suites do more than
meet your needs. They anticipate them.
Little wonder that T
standard for seamless, scalable, ROI-based
financial software and support. T
more, visit us at tylertech.com or email us at
. Our Munis,® Incode, Eden® and
Fundbalance product suites do more than
meet your needs. They anticipate them.
yler continues to set theat TTy
standard for seamless, scalable, ROI-based
o find outre and support. TTo
more, visit us at tylertech.com or email us at
Gold
Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
Gold
ors OF TEXAS
ving goverSer nments for more than 30 yearsving governments for more than 30 yearsnments for more than 30 years
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Side by side, community by community, state by state. Opportunity at every step.Our specialized client teams work side by side with you
to turn challenges into opportunities. We’re here with
advice and a range of solutions including credit, treasury
and liquidity. Bringing the capabilities of a global financial
services organization to the state and community level.
For more information visit bankofamerica.com/government
“ Bank of America Merrill Lynch” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated, which are both registered broker-dealers and members of FINRA and SIPC, and, in other jurisdictions, locally registered entities. Investment products offered by Investment Banking Affiliates: Are Not FDIC Insured • May Lose Value • Are Not Bank Guaranteed. ©2010 Bank of America Corporation.
Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
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Citybase.net/McLain DecisionSupport Systems
ors OF TEXAS
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Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
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HDR Engineering
ors OF TEXAS
Municipal Advisory Council of Texas
www.mactexas.com
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Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
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Software
ors OF TEXAS
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Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
Silve
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ors OF TEXAS
Crowe Horwath LLP is an independent member of Crowe Horwath International, a Swiss verein. Each member firm of Crowe Horwath International is a separate and independent legal entity. Crowe Horwath LLP and its affiliates are not responsible or liable for any acts or omissions of Crowe Horwath International or any other member of Crowe Horwath International and specifically disclaim any and all responsibility or liability for acts or omissions of Crowe Horwath International or any other Crowe Horwath International member. Accountancy services in Kansas and North Carolina are rendered by Crowe Chizek LLP, which is not a member of Crowe Horwath International. © 2010 Crowe Horwath LLP PSS9749A
Audit | Tax | Advisory | Risk | Performance
The Unique Alternative to the Big Four®
To learn more, contact Kevin W. Smith at 214.574.1008 or [email protected].
www.crowehorwath.com/gov
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Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
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Kasner and Associates
Carolyn Marshall, CPA
ors OF TEXAS
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Special Thanks to Our SponsoGOVERNMENT FINANCE OFFICERS ASSOCIATION
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Time is Money...Start pre-funding now to
save on retiree health costsThe PARS GASB 45/OPEB Trust Program:
� 15 years of OPEB Trust Administration experience
� Flexible investment strategies & risk tolerance level
� 115 Trust validated by prominent Texas Counsel
� Maximum fiduciary protection by Union Bank
� IRS approved Section 115 OPEB Trust
� High degree of personal service
Call Mitch Barker x 116 with PARS today!© 2010 Public Agency Retirement Services (PARS). All rights reserved.
800.540.6369www.pars.org
ors OF TEXAS
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GOVERNMENT FINANCE OFFICERS ASSOCIATION
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Rosie Vela, CPA
OF TEXAS
s Notes
PLATINUMBank of Texas
Coastal SecuritiesFidelity Capital Markets
First Southwest CompanySpecialized Public Finance, Inc.
Texas CLASSWells Fargo
GOLDBelt Harris Pechacek, LLLP
BLXLOGIC
McCall Parkhurst & Horton, LLPMcCreary, Veselka, Bragg & Allen, P.C.
Moody's Investors ServiceMuniservices, LLC
Regions BankSiemens
Southwest SecuritiesTexPOOLTexSTAR
TriStem, LTDTyler Technologies
Weaver LLPWebb Watch Corporation
SILVER
Allen, Gibbs & Houlik, L.C.Bank of America Merrill Lynch
BKDCrews and Associates
CityBase.Net/McLain Decision Support SystemsDuncan-Williams, Inc.
Fitch RatingsGabriel Roeder Smith & Company
HDR Engineering, Inc.MAC of Texas
Null-Lairson, P.C.Eddie Peacock, CPA
Springbrook SoftwareStandard and Poor’s
Stifel, Nicolaus and CompanyTexasTERMTMLIEBPBRONZE
Arbitrage Compliance Specialists, Inc.Crowe Horwath LLP
EGAPP, Inc.Frost
Kasner and AssociatesCarolyn Marshall, CPA
Maximus, Inc.MGT of America, Inc.
Neptune Technology GroupPARS
Patterson and AssociatesSAIC
STW, Inc.TML Intergovernmental Risk Pool
TrafficPayment.com, LLCRosie Vela, CPA
Special Thanks to Our Sponsors