Banco Popular de Puerto Rico

Stephen Galiani is managing director and senior portfolio manager for the Wells Capital Management Fixed Income team, where he is involved in municipal strategy, portfolio management, credit research and trade execution. Stephen co-manages the California and Colorado tax-exempt funds, and also manages a number of private accounts. Prior to joining the firm in 1997, he served as director of fixed income and senior portfolio manager for Qualivest Capital Management in Portland, Oregon. Stephen began his investment industry career in 1975. His investment experience includes: Galiani Asset Management, president & portfolio manager; Keystone Custodian Funds, manager of the municipal bond group, senior municipal portfolio manager; and Eaton Vance, portfolio manager. Stephen holds a bachelor of arts in English language and literature from Manhattan College (New York), a master’s of business administration with an emphasis in finance from Boston University, and a master’s in the humanities from the Dominican University of California. He is a member of the Municipal Bond Club of San Francisco, and a published poet.

Tim Schaefer is the founder of Magis Advisors, a public finance consulting firm in Orange County, California. He has more than forty years of experience in the municipal securities industry.Prior to entering the financial advisory field, Tim managed the national municipal trading desk at Chemical Bank in New York City. He also managed the Public Finance Division of Bank of America in San Francisco.He served more than twenty years on the Technical Assistance Committee to the California Debt and Investment Advisory Commission (including three terms as its chairman) and three years as a private sector advisor to the Standing Committee on Governmental Debt of the Government Finance Officers Association.He is a co-author of the California Public Funds Investment Primer, published by CDIAC in 2006 and has authored a number of articles on the field of municipal finance. Tim is a member of the California Society of Municipal Analysts, the Risk Management Association, the Government Finance Officers Association, and the International City Management Association. He is a registered investment advisor representative.

Ms. Pelej is Vice President and Group Manager of the Federal Compliance Group at Willdan Financial Services. She and her team have provided annual disclosure report preparation, dissemination, and investor support services to bonded debt issuers for over 15 years. Her expertise in the field of post-issuance compliance combined with her background in education has helped numerous municipal debt issuers supply comprehensive and timely information to secondary market investors and regulatory agencies.Ms. Pelej is frequently asked to present on the topics of continuing disclosure and arbitrage rebate compliance reporting and has supplied educational programs for the:League of California Cities (LCC)California Debt Investment Advisory Commission (CDIAC)California Society of Municipal Finance Officers (CSMFO)Alaska Government Finance Officers Association (AGFOA)Florida Government Finance Officers Association (FGFOA)Washington Government Finance Officers Association (WGFOA)California Association of School Business Officials (CASBO)California Municipal Treasurer’s Association (CMTA)Ms. Pelej came to Willdan Financial Services in 1994, after 10 years in the Credit Insurance Industry, where she served in both the Actuarial and Policy Owner Services Departments.Ms. Pelej holds a Bachelor of Science degree from San Francisco State University and a California State Teaching Credential.

Christopher Liedel is the Executive Vice President and Chief Financial Officer for the National Geographic Society, Washington, DC. He is responsible for operations and financial administration of the Society, reporting to the President and Board of Trustees on oversight of more than $1 billion in investments, information services, systems and technology, purchasing, distribution and facilities management, production, and operating infrastructure. Liedel was tapped as chief financial office in 1997, not long after joining the Society in 1996 as vice president for strategic planning. Previously he held increasingly responsible management positions with Ringier America, from 1991 to 1996, ending as senior vice president of operations. Liedel was general manager of America Signature Technologies in Atlanta from 1988 to 1991. He is affiliated with Nobel Prize Education Fund, National Philanthropic Trust, United States Golf Association, Amazon Center for Environmental Educational and Research (ACEER), Foundational Questions in Physics Institute (FQXI) Templeton Foundation, Institute for Gravitation and Cosmos (IGC), NOVICA.com, and National Geographic School Publishing, Inc. Liedel earned a bachelor’s degree from Bowling Green State University in Ohio, a master’s degree in decision science from Georgia State University, and is currently a Wharton Fellow from the University of Pennsylvania.

Amy S. Doppelt is a managing director in Fitch Ratings’ public finance department and head of its Western Region Tax-Supported group.  Her responsibilities include overseeing ratings for general obligation, lease, tax allocation, and other tax-backed debt. Amy also is a member of the department’s Criteria and Credit Issues Committee. Prior to joining Fitch in 1989, Amy was vice president at Capital Re Management Corp.  Earlier, she was a vice president at L.F. Rothschild & Co. She began her career at Standard & Poor’s.Amy has been named to the All-Star Municipal Analysts Teams for the last several years. She recently completed two terms as an advisor to the Government Finance Officers Association’s Standing Committee on Economic Development and Capital Planning. She was a member of the California Debt and Investment Advisory Commission’s Technical Advisory Committee for 14 years. Amy is a member of the California Society of Municipal Analysts and the National Federation of Municipal Analysts. A cum laude graduate of Smith College, Amy earned a Bachelor of Science degree in government and economics. She currently serves on the college’s President’s Council.

Eric D. Tashman, a public finance partner in the San Francisco office and head of the firm’s West Coast Public Finance Practice group, joined the firm in 1975. His municipal finance experience includes acting as bond counsel and underwriter’s counsel to states, cities, counties and special districts throughout the country, and as counsel to banks and other financial institutions on the issuance of credit support instruments for such transactions. Mr. Tashman has special experience in the financing of electric utility, airport, port and other transportation, water and sewer, and resource recovery projects. He has also advised States and municipalities on the privatization of such facilities. Mr. Tashman has been at the forefront of the development of the securitization of municipal or statutorily created assets, including tobacco securitizations and the securitization of stranded costs, hurricane recovery costs, rate stabilization costs and environmental recovery costs for investor-owned utilities. Mr. Tashman has also advised numerous colleges, universities and other non-profit institutions on their financing needs. Mr. Tashman is a frequent lecturer to the municipal bond industry.

Robert M. Specter joined the University of Delaware as Vice President for Finance in February of 2007. In September 2010, he became Chief Business Officer of UD's 1743 Holdings LLC, which owns and is redeveloping a former Chrysler automobile assembly plant site adjacent to the University. Mr. Specter serves as a founding officer of First State Marine Wind LLC, which built and operates a utility-scale wind turbine facility in Lewes, DE. He has served as Vice President for Administration and Finance at the City University of New York's Baruch College and in similar positions at Oregon State University and Montana State University. Mr. Specter earned his bachelor's degree at the University of Rochester, an MS degree at the New Mexico Institute of Mining and Technology and an MBA at Arizona State University's W. P. Carey School of Business.

Susan Fitzgerald joined Prager & Co., LLC in 2010 where she is a senior member of the Firm’s financial advisory practice. She works with a diverse group of higher education and not for profit organizations in the areas of capital planning and debt management, strategic planning, financial modeling, operational and debt risk assessments, development of strategic policies and procedures, and rating agency and investor relations.Prior to joining Prager, Susan led Moody’s Investors Service Higher Education and Not-for-Profit Ratings Team, where she worked with over 500 colleges and universities during her thirteen year tenure with the firm. She managed corporate and foundation relations for The Johns Hopkins School of Advanced International Studies prior to joining Moody’s. Susan is a frequent speaker at industry conferences, such as the National Association of College and University Business Officers and The Treasury Institute. Susan holds a Master’s degree in International Studies and Economics from The Johns Hopkins University and an A.B. degree from Occidental College. She is a FINRA registered representative.

Tom Weyl is a vice president and director of municipal research of Eaton Vance Management. He manages a staff of analysts and directs the firm’s research efforts in the municipal market, while covering many typical municipal credit sectors away from health care. Tom joined Eaton Vance in 1995 as a municipal bond analyst specializing in hospitals, nursing homes and senior living financings. In 1997, he was promoted to director of municipal research. Prior to joining Eaton Vance, Tom worked as a corporate high-yield portfolio manager and a workout analyst for Van Kampen Merritt Investment Advisory Corp. While at Van Kampen, he was responsible for a portfolio of defaulted or problem bond issues, a majority of which were health care issues. In addition, he has held health care finance positions with G.E. Capital, MBIA and Smith Barney, and received commercial bank credit training at Continental Illinois.Tom earned a B.S. in finance and management information systems as well as an M.B.A. from the State University of New York at Albany. He has been active in municipal bond industry activities since 1998, when he co-chaired the National Federation of Municipal Analysts (NFMA) Hospital Bond Disclosure Sub-committee. Since that time, Tom has co-authored or participated in the development of two NFMA Recommended Best Practices in Disclosure, two NFMA White Papers or special projects (Hospital Bond Term Sheet and Security Law White Paper) and several position statements of the NFMA. In addition, he led the NFMA’s effort to submit an amicus brief to the U.S. Supreme Court in the Davis vs. Kentucky case. The NFMA’s brief was quoted repeatedly in the opinions written by the justices. Tom has also served in an executive capacity in the Boston Municipal Analysts Society and has served as the Chairperson of the NFMA.

Sean Boyea manages William Capital Group’s West Coast Investment Banking. Sean has 25 years and over $25 billion of investment banking and financial advisory experience. He has demonstrated valuable and proven expertise and market intelligence in developing successful solutions for large scale and complex client challenges. Sean has managed and advised on financings for prominent transportation clients including the Port of Los Angeles, Port of Seattle, Alameda Corridor Transportation Authority, Los Angeles International Airport, JFK International, LAXFUEL, LACMTA, Sound Transit, and BART. Utility and project finance clients served by Sean include: Sacramento Municipal Utility District, California Department of Water Resources, Metropolitan Water District of Southern California, Northern California Gas Authority, and East Bay MUD. Sean is also proud to have served top-tier Government and Education clients including: the State of California, University of California, Alameda County, and Los Angeles County. Prior to joining the Williams Capital Group, Sean held senior investment banking positions with Goldman Sachs, Morgan Stanley, and M. R. Beal and senior financial advisory positions with Boyea Capital Markets and PFM. Sean also served on an Advisory Board for a regional transportation authority and has spoken at events for organizations including Airports Council International. He received his MBA from the UCLA Anderson Graduate School of Management.