US Public Finance Special Tax: Proposed Methodology Update
Moody's recently published a proposed new methodology for rating certain US state and local government special tax instruments.
Moody's recently published a proposed new methodology for rating US state and local government special tax debt (debt supported by taxes and fees other than property taxes). Analysts will provide an overview of the scope of the proposed special tax methodology and instrument ratings guidance for special tax ratings. Implementation of the proposed new methodology, timing and how to submit comments will also be discussed.
- Scope of credits included in proposed new methodological approach
- Process of development of new methodology
- Key factors and instrument ratings guidance
- How to submit comments on the proposed methodology
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SpeakersGeordie Thompson Vice President – Senior Credit Officer, Methodology Development Group Moody’s Investors Service
Valentina Gomez VP-Senior Analyst, US Public Finance Group Moody's Investors Service
Baye Larsen Vice President - Senior Credit Officer, Public Project and Infrastructure Finance Moody's Investors Service
Lori Trevino Assistant Vice President - Analyst Moody’s Investors Service
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Geordie Thompson is a Vice President and Senior Credit Officer in the Methodology Development Group (MDG), where he specializes in developing the analytical frameworks used by MIS in assigning ratings to US public finance, project finance and corporate finance issuers and obligations.
MDG works with rating groups, Ratings and Process Oversight and the Rating Models Group to create methodologies that promote ratings accuracy and consistency, burnish Moody’s reputation for credit expertise and sector knowledge, and meet rigorous internal requirements as well as regulatory requirements.
Geordie has used Agile principles to lead a broad range of projects. Among these are the Higher Education and Gaming sector methodologies, and the Financial Statement Adjustments in the Analysis of Non-Financial Corporations cross-sector methodology, which serves as a foundation for our analysis of financial metrics.
Before joining MDG, Geordie managed a team of analysts on the PFG local governments team and had overall responsibility for ratings and research on local government credits in most of the eastern US. Prior to managing the team, Geordie was a lead analyst covering local governments in the region, including high-profile cities such as Memphis, Nashville and Philadelphia .
Before joining Moody’s in 2000, Geordie worked in non-profit fundraising in Chicago, including as manager of Corporate & Foundation Giving at WTTW, Chicago’s premier public television station.
Geordie has a bachelor’s degree in English from Columbia University and a master’s degree in public administration from Columbia’s School of International and Public Affairs.
Valentina Gomez is a Vice President/Senior Analyst for the New York Local Governments Ratings Team. She is the state lead for Florida and Virginia.
Prior to joining Moody’s, Valentina was a Senior Budget Analyst in New York City’s Office of Management & Budget and an Analyst at Morgan Stanley. Valentina holds an MPA from New York University and a BA in Economics from Tufts University.
Lori Treviño is an Assistant Vice President - Analyst on the Western Regional Local Governments Ratings Team covering municipal credits throughout western states, serving as the local government lead for Arizona, Washington, and California cities. She has taken a lead role in updates to property assessment and tax increment finance rating methodologies. She has published research on tiered water rate structures, the impact of oil prices on local governments, California state school bonds, and the role of social factors in disaster recovery, and San Francisco’s proposed purchase of PG&E assets.
Lori serves on the PFG Moody’s Bankruptcy and Distress Taskforce and PFG ESG Social Risks Taskforce. She helped establish an analytical framework for evaluating environmental, social, and governance risks for public K-12 school districts across the U.S. Lori is also a co-chair of the PFG Analyst Education Task Force and a member of the MIS Rating Process Champions.
Prior to joining Moody’s, Lori was a Financial Analyst and Redevelopment Manager for the City of El Cerrito, a Managing Consultant at Seifel Consulting, and a Management Analyst for the City of Fremont. Lori holds an AB in Mass Communications and History from the University of California, Berkeley and an MPP from the Harvard Kennedy School.