Employee

Gail Robertson

Arbitrage Specialist/Financial Advisor

Department: Services

Gail joined Ehlers as an Arbitrage Specialist/Financial Advisor in 2007. Her role at Ehlers includes managing our Arbitrage Monitoring Services. She has 13 years of experience in providing arbitrage calculations and escrow verifications. Prior to joining Ehlers, Gail managed arbitrage practices at RSM McGladrey, Inc. and Grant Thornton, LLP. Her proactive approach to arbitrage compliance assists clients with understanding and managing their arbitrage responsibilities.

AREAS OF EXPERTISE

Pre-Issuance Arbitrage Assistance

• Educate clients of the arbitrage regulations and their responsibilities
• Assist clients with selecting debt structuring strategies and arbitrage elections to maximize net investment earnings
• Recommend investments and record keeping practices

Maintain Database for Arbitrage Computations
Review Expenditure & Investment Information
Prepare Annual Arbitrage Reports
Prepare IRS Tax Forms of Arbitrage Rebate
and Yield Reduction Payments
Prepare Final Arbitrage Reports
Provide Arbitrage Recommendations

• Record Keeping Practices
• Investments
• Future Computations

Verification of Advance and Current Refundings, Escrow Restructurings and Cash Defeasances

PROFESSIONAL MEMBERSHIPS

• Minnesota Institute of Public Finance
• Minnesota Government Finance Officers Association
• National Government Finance Officers Association

EDUCATION

• Juris Doctor Degree,
  Hamline University School of Law, St. Paul, MN
• Bachelor of Science Degree (Finance),
  University of Minnesota, Carlson School of Management, Minneapolis, MN