David M. Robertson

  • Position: Vice President
  • Experience:
  • Location:
  • Email: david@lewisyoung.com
  • Phone: 801-456-3903
  • Cell: 801-647-4823
Contact:
BIOGRAPHY

Personal Experience & Biography

Mr. Robertson began his experience in the bond business in 2000 whenhe joined Lewis Young Robertson & Burningham, Inc. He works closely with special districts, cities, counties, and charter schools. He has participated in structuring over $1.5 billion in municipal bonds, in both fixed and variable rate models. These transactions have included water, sewer, lease, and sales tax revenue bonds and general obligation bonds along with charter school finance. As a part of the structuring of variable rate debt, Mr. Robertson has secured liquidity facilities and executing various derivatives including interest rate caps and swaps.

To gain a broader base of experience in 2001, he worked at Ballard Spahr LLP (national law firm) in the Public Finance sector and in the office of Congressman Chris Cannon, 3rd District, Utah in Washington D.C. Upon returning from Washington in 2002, he again joined LYRB as a quantitative analyst. Mr. Robertson currently serves on the American Water Works Association Conference Committee.

Indicative clientele includes Central Utah Water Conservancy District, Jordan Valley Water Conservancy District, Weber Basin Water Conservancy District, South Ogden Conservation District, Uintah Water Conservancy District, Wasatch County, Draper City, South

Experience

  • Development of Comprehensive Financial Sustainability Plans to assist local governments in prioritizing capital projects, identifying methods of repayment, managing expenditures and modeling of multi-year cash flows.
  • Structuring and marketing of debt for many local governments including Utility Revenue Bonds, General Obligation Bonds, Excise Tax Bonds, Special Assessment Bonds, and other local government bonds. This has included marketing bonds on the public and private markets.
  • Serving as the municipal advisor to conduit issuers and borrowers alike for charter schools throughout the western states

Education

  • Bachelor Degree with a Minor in Business, University of Utah

Licenses

  • Series 7 – General Securities Representative
  • Series 50 – Municipal Advisor Representative
  • Series 63 – Uniform Securities Agent - State

Selected Presentations

  • American Water Works Association – Intermountain Section
  • Government Finance Officers Association Conferences in the West
  • Utah Association of Public Charter Schools
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