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Lisa Smith

Lisa Smith

Lisa A. Smith has over 20 years of experience as a municipal investment banker and financial advisor focusing on issuers in California. Ms. Smith started her career at First Interstate Bank working in their Public Finance and Corporate Banking Divisions. After attending business school, she ventured back into the municipal finance field working as an investment banker in the Los Angeles offices of Donaldson, Lufkin and Jenrette and Stone & Youngberg. In 2002, she co-founded and served as the day to day managing partner of financial advisory firm Gardner, Underwood & Bacon LLC. In January 2011, Ms. Smith negotiated the sale of Gardner, Underwood & Bacon LLC to Loop Capital Markets. She recently served as a Managing Director and Co-Head of the Western Region for Loop and was responsible for the managing and marketing of the firm’s resources on the west coast.Throughout her career, Ms. Smith has managed over $20 billion in transactions, structured numerous innovative financings and provided complex technical and analytical expertise for a variety of issuers. She has utilized virtually every type of debt instrument in assisting clients in the structuring of new money and refunding issues including general obligation, pension obligation bonds, tax and revenue anticipation notes, revenue, lease backed financings, multi-family housing bonds and tax allocation bonds. Ms. Smith has worked with a variety of issuers including the State of California, the cities of Chicago, Long Beach, Los Angeles, Oakland and Phoenix, as well as Alameda County, Cook County, Los Angeles County, San Bernardino County, Los Angeles Unified School District, Chicago Public Schools, UC Regents, California State University and the Metropolitan Water District of Southern California.Ms. Smith has a B.A. from Amherst College in Economics and a MBA in Finance from UCLA, Anderson School of Management. She holds Series 52, 53 and 63 licenses as well as is a 2008 graduate of Leadership LA. In January 2012, Ms. Smith was honored by her peers with the 2012 “She’s Our Hero” Award given by the national organization of Women in Public Finance.In addition to her professional career, she currently serves on the Los Angeles Advisory Board of the Posse Foundation, is a Finance Committee Member and Board Member for the Campaign for College Opportunity, is the Technology Chair for Women in Public Finance.�