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Corporate Affiliate


Stifel (formally George K. Baum)

This‎ Higher Education Finance ‎‎team‎ includes some of‎ the ‎industry’s ‎most seasoned bankers, advisors, quantitative & research professionals, as well as former rating analysts. Since 2000, we have provided independent financial advisory or underwriting services for 529 higher education issues exceeding $20 billion, $1.9 billion of which were completed in 2018.

Member Meeting on Collaboration
     Presenter: 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2019
Business Efficiency Programs Manual Sponsor: 2019, 2020
The Spotlight eNewsletter Monthly Contributor

CONTACT: Linda Eremita at eremital@stifel.com or 412-923-5927

To go to their website, click here


2017 Brian Mitchell Award for Collaboration 
Don Francis (AICUP), Linda Eremita (George K. Baum), 
Tim Alexander (AICUP), Brian Mitchell

AICUP Debt Financial Advisory & Bond Program


Through this Program, AICUP members have managed all aspects of their debt portfolio including: The program’s highly experienced team includes the national Higher Education Practice Group of Stifel, Ballard Spahr, and The Bank of New York Mellon Trust Company (as Trustee). The same individual team members employed by the program’s participating firms have worked with the program since its inception in 1997, saving AICUP members both time and costs of issuance.

Contact: Linda Eremita, eremital@stifel.com or 412-923-5927

OUTCOMES:

  • AICUP Member Participants: 40
  • Dollar Volume Since 1997: Over $1.25 Billion

Unique Program Features:

  • Savings of University Finance Staff Time and Transaction Costs
  • Efficient professional team with standardized base documents
  • Program commitment of not-to-exceed fees
  • Program discounts related to fees

map  101 North Front Street, Harrisburg, PA 17101-1404    l    Phone: (717) 232-8649    l    Fax: (717) 233-8574    l    Email: info@aicup.org