Refunding Webinar Series

In this popular 3-part webinar series, Intuitive Analytics addresses the following:

Just click on any of the video screens down below to watch these webinars on-demand.


50 Years of Refunding: Which Policies Persevere?

This webinar will help you:
  • Visualize 5 common refunding policies' performance over 50 years of rate history
  • See which polices perform in both easing and tightening monetary environments
  • Learn the 4 characteristics of good refunding policies
  • Explore the impact of refunding policies on refunding generations
  • Learn what savings really is
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Understanding the Refunding Problem: What You Don't Know IS Costing You

In this webinar, Peter Orr explains the challenges presented by using standard option models for evaluating the municipal refunding decision and offers a powerful new alternative that provides the ability to directly evaluate the success of refunding policies.



New Breakthroughs: Measurably Better Refunding Policies

In this webinar, we In this webinar we:
  • Review results from the first two Refunding Webinars
  • Using only a relevant historical period, calculate expected present value (EPV) savings from any refunding policy
  • Estimate losses from removal of advance refundability 
  • Compare refunding policies for bonds of varying coupons, maturities, and call dates
  • Learn how to calculate 1st generation (EPV1) and 2nd generation (EPV2) refunding savings
  • See a refunding policy that dominates in all tested market scenarios
  • For issuers and investors, learn how to compute real-world probabilities of refunding