US Public Finance Special Tax Methodology
Virtual Event
Moody's Ratings has published an update to its special tax methodology that expands the instruments rated using US states and territories, cities and counties, and K–12 public school district methodologies to include special tax (non-property taxes) instruments and assigns these ratings in relation to the issuer rating.
In the webinar, we will discuss:
- The scope of the new approach and with which methodology credits will be rated going forward
- How special tax debt instrument ratings will be assigned in relation to the issuer rating
- The ratings impact and process for resolving ratings on review
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SpeakersJulie Beglin Vice President - Senior Credit Officer Moody’s Ratings
Valentina Gomez Vice President-Senior Analyst Moody's Ratings
David Levett Vice President - Senior Analyst Moody's Ratings
Lori Trevino Assistant Vice President - Analyst Moody’s Ratings
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Event Manager
If you have any questions about the event, please contact Suheylee Fragoso at Suheylee.Fragoso@moodys.com.
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Julie is a Vice President and Senior Credit Officer in the Methodology and Model Development Group (MMDG),where she has specialized in developing and authoring new analytical frameworks used across the company.
Julie has used Agile principles to lead the US Public Finance Group in conceptualizing and delivering innovative new methodologies that cover more than three-quarters of Moody’s-rated state and local government debt. She co-led the multi-team working group behind Moody’s newly proposed Net Zero Assessment framework and product.
Previous to her MMDG role, Julie was a voting member of the Methodology Review Group, the seven-person approval body for credit rating methodologies globally. Before joining MRG, Julie managed a team of analysts covering local government ratings along the East Coast, with overall responsibility for their ratings and research quality. Julie’s team covered the high-profile credits of: Miami, Atlanta, Atlantic City (NJ) and hundreds of others.
Julie returned to Moody’s in the team lead role in July 2010, following several years of independent consulting. She was originally with Moody’s from 1997 to 2004, during which time she was the lead analyst for local government ratings in numerous states.
She received her BA from Tufts University, where she was also editor-in-chief of the daily student newspaper. She received an MPA from Columbia University, where she also co-founded a policy magazine, Metropolitics. Prior to attending graduate school, Julie was a newspaper reporter with The Star-Ledger of New Jersey and Hartford Courant of Connecticut.
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.
David is a Vice President on the Midwest Regional Ratings Team. He is the lead analyst for the City of Detroit and the City of Chicago. He was previously the lead analyst for Chicago Public Schools and Cook County, as well as the state lead for Illinois and Michigan local government credits. David has experience working in state government, local government and the non-profit sector. Most recently, he was a Financial Analyst for the City of Rochester Hills in Southeast Michigan. David holds a MPA degree from the University of Delaware and a BA in political science from Western Michigan 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.