25-1089_Pre-Proposal Conference Sign in Sheets_Bond Underwriting Services RFP 2 of 3.pdf
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- Attached to
- RFP- Bond Underwriting Services
- Solicitation number
- 26-557THA-FINAN-B-51492
- Issued by
- Illinois
About this file
This is a Pre-Submission Conference Sign-In Sheet for the State of Illinois's Request for Proposal for Bond Underwriting Services (BB Number B-51492). The RFP seeks to establish contracts with a pool of qualified municipal bond senior underwriters that meet or exceed the mandatory requirements specified in the solicitation. The pre-proposal conference was held on August 4, 2026, at 1:00 PM via Microsoft Teams Meeting and was not mandatory for attendance. Written vendor questions must be submitted by 5:00 PM on August 6, 2026, to smtaylor@getipass.com. The RFP was published on July 27, 2026, with a response due date of August 28, 2026. All submissions must be made electronically, as paper responses are not accepted pursuant to CPO Notice 2020.06.
The sign-in sheet documents attendance from multiple financial services firms and bond underwriting companies, including Stifel, Nicolaus & Company, BofA Securities, Siebert Williams Shank, Goldman Sachs, Loop Capital, Jefferies LLC, Mischler Financial Group, and Academy Securities, among others. Several attendees represent businesses with BEP (Business Enterprise Program) certification or pending certification, indicating a focus on certified business participation. The document lists 25 attendees with their titles, company affiliations, telephone numbers, and email addresses, reflecting significant industry interest in the opportunity.
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PRE-SUBMISSION CONFERENCE SIGN-IN
V.20.1 Page of
ATTENDEES
PLEASE PRINT CLEARLY
NAME AND TITLE
COMPANY REPRESENTED
TELEPHONE
EMAIL ADDRESS
NAME AND TITLE
COMPANY REPRESENTED
TELEPHONE
EMAIL ADDRESS
STATE EMPLOYEES IN ATTENDANCE
11.0.0.20130303.1.892433.887364
| CurrentPage: |
| PageCount: |
| BidDescription: Bond Underwriting Services |
| BBNumber: B-51492 |
| SolPubDate: 2026-07-27 |
| DueDate: 2026-08-28 |
| VCDateTime: August 4, 2026 01:00PM |
| ConfLocation: Microsoft TEAMS Meeting |
| DropDownList1: Not Mandatory |
| TextField1: Pablo Torres Ramirez & Co., Inc. (BEP Certified) |
| TextField1: Sophia Ford Stifel, Nicolaus & Company, Incorporated fords@stifel.com |
| TextField1: Rosemary Sammarco Stifel, Nicolaus & Company, Incorporated sammarcor@stifel.com |
| TextField1: Antti Suhonen, BofA Securities, Inc. antti.suhonen@bofa.com |
| TextField1: Rushda Mustafa BofA Securities, Inc. rushda.mustafa@bofa.com |
| TextField1: Rose Coughlin BofA Securities, Inc. rose.coughlin@bofa.com |
| TextField1: Collin Teague Siebert Williams Shank & Co., LLC cteague@siebertwilliams.com |
| TextField1: Gwendolyn Wingrey |
| TextField1: Gilletta Stewart |
| TextField2: Nico Antieri Mischler Financial Group (BEP Certified) |
| TextField3: James Carter Academy Securities (BEP Certification Pending) |
| TextField4: Leslie Song Huntington Capital Markets |
| TextField5: Mike Fadel, Siebert Williams Shank (BEP Certified) |
| TextField6: Riley Benz Goldman Sachs Riley.Benz@gs.com |
| TextField7: Matthew Webb Loop Capital matthew.webb@loopcapital.com |
| TextField8: John Gust Jeffries LLC jgust@jefferies.com |
| TextField9: Jeremy Newston, Stifel, Nicolaus & Company, Incorporated newstonj@stifel.com |
| TextField10: Omar Daghestani Stifel, Nicolaus & Company, Incorporated dashestanio@stifel.com |
| TextField11: Claude Lockhart Stifel, Nicolaus & Company, Incorporated LockhartC@stifel.com |
| TextField12: Christopher Valentino Stifel, Nicolaus & Company, Incorporated valentinoc@stifel.com |
| TextField13: Kyle Rosen Stifel, Nicolaus & Company, Incorporated rosenk@stifel.com |
| TextField14: Brett Knorr Stifel, Nicolaus & Company, Incorporated knorrw@stifel.com |
| TextField14: Brittany Tatum |
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