In June of 2020, we closed our latest bond issuance using Julius Capital and Immaculata Law Firm, a
$25,000,000 general obligation bond. This was the 16th transaction they have helped us consummate over
the last eleven years.

Julius Capital has served as a terrific partner to our diocesan finance staff. Their analytical tools and
knowledge of the capital markets have really added to the ability of our staff to creatively meet the financial
needs of a growing diocese. Julius Capital provided pivotal assistance in 2015 by helping us design a
funding solution to replace our deposit and loan program with a $35,000,000 general obligation bond
financing.

ImmacuLaw has served as bond counsel for our bond transactions, including secured and unsecured general
obligation bonds, tax exempt school bonds, and taxable mortgage bonds. If bond financing is appropriate for
a particular financial need, ImmacuLaw works creatively with us to determine what structure will best meet
our requirements. ImmacuLaw has consistently helped us close these transactions on schedule and without
drama.

 

Joe Anderson

CFO, Diocese of Phoenix