Charter School Investor Conference Reinforces Sector Commitment
The 2026 conference reflected Baird's ongoing commitment to investor engagement, industry collaboration and supporting charter schools' access to capital.
Supporting charter schools goes beyond executing financings. We believe it's equally important to cultivate relationships, share knowledge and foster dialogue across the charter school finance market. Hosting the Charter School Investor Conference is one way we demonstrate that commitment and help build a strong foundation for schools seeking capital to support their long-term goals.
Brian Colon, Managing Director and Head of Baird’s National Charter School Finance Group
Helping charter schools finance new facilities, campus expansions and other long-term capital projects involves more than executing financings. Success also depends on a deep understanding of the charter school sector and strong relationships across the charter school finance market, including the institutional investors who invest in charter school bonds. As one example of that commitment, Baird's National Charter School Finance Group recently hosted the 2026 Charter School Investor Conference, convening institutional investors, charter school leaders, rating agencies, legal advisors and other industry participants from across the country to discuss the evolving charter school sector and financing landscape.
WHY INVESTOR ENGAGEMENT MATTERS
- Strengthens investor familiarity with charter school credits
- Supports broad participation in charter school financings
- Promotes continued access to capital for charter school borrowers
- Supports charter school financings across varying market conditions
As No. 1 underwriter of charter school bonds1, Baird believes ongoing investor education and industry dialogue are important to supporting a healthy charter school finance market. By helping investors to better understand the charter school sector and the unique characteristics of charter school credits, Baird strengthens investor familiarity with those credits and supports broad investor participation in charter school financings across varying market conditions. Together, these efforts help charter schools reach a broad investor base as they finance new facilities, campus expansions and other projects that benefit students and communities.
The conference featured educational sessions and panel discussions on charter school operating trends, market dynamics, investor perspectives, facilities and real estate, credit quality and ratings, and Baird’s charter school financing pipeline.
Since 2003, Baird's National Charter School Finance Group has completed more than 350 charter school financings totaling $11.5 billion across 22 states and Washington, D.C. According to LSEG (as of December 31, 2025), Baird ranks as the No. 1 underwriter of charter school bonds nationwide by number of issues and par amount since 20091.
Hosting the Charter School Investor Conference is one example of Baird's broader commitment to the charter school sector. By bringing together investors, charter school leaders and other market participants, Baird fosters the relationships and market dialogue that support a strong charter school finance market and help charter schools finance facilities and long-term investments that advance their missions.
Learn more about Baird's National Charter School Finance Group and how we partner with charter schools to access capital for new facilities, campus expansions and long-term growth.
1Source: LSEG as of December 31, 2025, by number of issues and par amount.