Takashi Iwata

Takashi Iwata has devoted his career to helping issuers of municipal bonds comply with the arbitrage rebate and yield restriction rules and regulations.  For over a quarter century, he has worked at Hawkins Delafield & Wood LLP in the Financial Analysis & Services Group (“FAS”).

Takashi has worked on tens of thousands of arbitrage rebate and yield restriction compliance reports for cities, counties, states, housing authorities, corporations, agencies and school districts.   He has worked on a wide variety of arbitrage rebate and yield restriction matters, including refundings, defeasances, penalty in lieu of rebate, pooled financings, parity reserve fund analysis, transferred proceeds analysis, universal cap analysis, common fund analysis and investment valuations.

Takashi is responsible for the overall day-to-day management of arbitrage services and serves as the team leader and primary contact person for his the clients. Mr. Iwata mobilizes the arbitrage team to carry out the engagement in a timely and efficient manner and will coordinate all activities to ensure there is complete integration of bond law, tax law and financial analysis.

Additionally, Takashi has served as a panelist at various conferences on arbitrage rebate and yield restriction matters (e.g., Government Finance Officers Association, Association of Environmental Authorities and California Debt and Investment Advisory Commission) and a regular speaker at the Bond School in New York City.