David Walters, CFA, CAIA, CTP

David specializes in arbitrage compliance and investment strategies for tax-exempt bond proceeds. David has experience working with a range of tax-exempt issuers including, municipalities, educational institutions, transportation authorities, healthcare systems, states and numerous others. He has advised issuers on complex compliance issues related to variable rate debt, commercial paper programs, transferred proceeds, universal cap allocation, liability forecasts, and more.

He enjoys speaking at conferences and other industry association events across the country.