Banco Popular de Puerto Rico

Nat Singer joined Swap Financial Group as a Senior Managing Director in January 2008 after spending 21 years at Bear Stearns. �Mr. Singer was formerly the head of Bear Stearns’ Municipal Derivative Products Group and Chief Operating Officer of the Municipal Bond Department from 1998 to 2007. �In these roles, he was responsible for the design and implementation of innovative financial products to help municipal issuers lower their debt service cost, increase earnings on assets and hedge interest rate risk. �Mr. Singer also managed Bear Stearns’ Tender Option Bond program. �Prior to joining the Municipal Derivative Products Group, Mr. Singer managed Bear Stearns’ proprietary tax-exempt bond position from 1987 to 1998 and served as National Sales Manager for the Municipal Bond Department from 1995 to 1998. �He is a frequent speaker on topics relating to both the municipal cash market as well as the derivatives market, and has authored numerous papers focusing on financing and trading opportunities in the municipal market. �Mr. Singer received a B.S.E. in Civil Engineering from Princeton University. �Mr. Singer is currently Chair of the Municipal Securities Rulemaking Board.

John joined Moody’s in 1991 and is currently Managing Director of Moody’s Health Care, Higher Education and Not-for-Profit rating teams. His teams produce the most research in the capital markets on financial and credit risks facing not-for-profits. Moody’s rates more than 1,200 hospital, university and other not-for-profit borrowers in the U.S, and assigns additional ratings in Canada, Europe and Asia.  He has spent two decades analyzing financial trends in these sectors and has personally visited more than 200 universities and hospitals, meeting with board members, presidents, CFOs, CIOs and other senior management officers. John has also spoken at more than 100 different conferences, seminars and board meetings for various public and private colleges and universities. He is also a member of Moody’s Global Public Sector Credit Committee (PSCC). Prior to joining Moody’s, John managed an executive staff of corporate planners for the Port Authority of New York and New Jersey. He also spent four years as a country risk analyst for Republic National Bank, as well as two years as budget advisor to New York’ City Council President.  John received a B.A. in History with a course concentration in Economics from Binghamton University in New York in 1976, a Masters of Public Policy from the University of Texas at Austin in 1979.  He was also a research associate at the Aspen Institute for Humanistic Studies in Aspen, Colorado in 1979. John is currently Adjunct Associate Professor of Public Administration at New York University focusing on financial analysis of not-for-profit organizations.

Mary Peloquin-Dodd is a managing director in Standard & Poor’s Corporate and Government Ratings.  She is the senior analytical leader for U.S. higher education and not-for-profit corporation ratings.   Since joining Standard and Poor’s in 1987, Mary has worked in public finance in a variety of sectors.  Since 1990 she has worked extensively in the United States higher education sector and on other not-for-profits such as hospitals and health systems, cultural institutions, foundations, membership organizations and research institutions.  From 1987-1990, she worked in Standard & Poor’s short-term/structured finance group and on state and local government obligations and structured finance transactions.  Currently her responsibilities include ratings for public and private colleges in the U.S., independent schools, and domestic non-profit corporations.  Standard and Poor’s rates the uninsured debt of several hundred U.S. colleges and universities and over one hundred other not-for-profit corporations. Mary frequently chairs higher education/healthcare/and not-for-profit rating committees at Standard & Poor’s.  She is a frequent author in the field of higher education finance and regularly speaks at national and regional higher education conferences.   Mary holds both a Bachelors Degree in Geology and a Masters Degree in City and Regional Planning from the University of North Carolina at Chapel Hill and has completed additional graduate course work in public finance at New York University.  She is the corporation’s primary representative to the National Association of College and University Business Officers (NACUBO) and is a member of the Municipal Analysts Group of New York and the National Federation of Municipal Analysts.            

Mr. Gisby is the National Practice Leader for Healthcare at Deloitte Corporate Finance LLC. Prior to joining Deloitte, Mr. Gisby was a Director with Houlihan, Lokey, where he specialized in the financial restructuring of Healthcare Companies. Mr. Gisby was previously a Director in the Global Healthcare Investment Banking Group of UBS Investment Bank and PaineWebber, where he structured and completed numerous merger and acquisitions, initial public offerings and other capital markets transactions. Mr Gisby was educated at Oxford University and is a Chartered Financial Analyst.

Diana Hoadley, Managing Director and Head of Higher Education/Non-Profit Group, has over 25 years of higher education/healthcare and non-profit investment banking experience. Ms. Hoadley has been involved in over $50 billion of tax-exempt and taxable financings, derivative and investment products, loan pools, leases, mergers, acquisitions, and divestitures for institutions ranging from private colleges and public universities to research institutes, cultural institutions, and foundations. Ms. Hoadley’s banking practice is focused on asset liability management, capital raising, debt restructuring, academic medical centers, credit analysis and rating agency strategy.Ms. Hoadley is a founding Board Member of The Women in Public Finance – Northeast Chapter; United Cerebral Palsy of New York City – Women Who Care Board Member; a Regional Chair for Princeton University Annual Giving; and a member of the J.P. Morgan Investment Banking Women‘s Network. Ms. Hoadley received an AB in psychology (Certificate of Science in Human Affairs) from Princeton University and an MBA in finance from New York University.

Rick Chisholm joined Wells Fargo Securities in August 2009 and co-heads the firm’s Education & Nonprofit investment banking practice.  He previously served as co-head of the Education & Nonprofit Group at Bank of America Merrill Lynch.   With over 20 years of experience focused exclusively on raising capital for higher education and nonprofit organizations, Mr. Chisholm has executed more than 400 transactions totaling over $8 billion.In addition to serving a large number of higher education and research institute clients, Rick has also served as lead banker for major cultural institution financings. These include Orange County Performing Arts Center, Fine Arts Museums of San Francisco, Dallas Center for the Performing Arts, Kauffman Center for the Performing Arts, Museum of Fine Arts – Boston, Los Angeles Music Center, Colburn School for the Performing Arts, and the Sterling and Francine Clark Art Institute.  Mr. Chisholm is a frequent speaker to 501(c)(3) organizations on capital markets trends and issues.  Recent venues include The Bond Buyer’s Cultural Forum, CFO/Arts, Boston Consortium of Colleges and Universities, WACUBO, and the Association of Independent Research Institutes.Rick holds an MBA in Finance and a BA in History from the University of California, Berkeley.  He currently serves on the Boards of National University and the YMCA of San Francisco.

Leigh M. Nader, CFADirector, Public Finance, Eastern RegionAssured GuarantyLeigh Nader is a Director in Assured Guaranty’s Public Finance group focusing on enterprise credits for the eastern region.� In her role, Ms. Nader is the [primary] underwriter for healthcare and public higher education transactions.� As a senior underwriter on her team, she was also responsible for high profile restructuring transactions such as those for Jefferson County Sewer and Detroit Water & Sewer.� Ms. Nader joined Assured Guaranty in 2005, as a Vice President in the healthcare group. �Prior to joining Assured Guaranty, Ms. Nader was a founding member of the healthcare underwriting group for CIFG. She also worked as an underwriter in the public finance group of XL Capital Assurance, where she was responsible for not-for-profit transactions. Ms. Nader began her career as an analyst in the Merrill Lynch Investment Managers Municipal Funds Group, where she was the lead analyst for the senior living and high yield hospital sectors. A CFA charterholder, Ms. Nader has a BS in Management from Boston University.� She is a member of the National Federation of Municipal Analysts (NFMA), Municipal Analysts Group of New York (MAGNY) and a member of the professional networking organization, Women in Public Finance.�Fun Facts:Ms. Nader’s favorite vacation destination with her family is Nantucket.� She has two boys, ages 5 and 3 and loves to explore local farms with them. �

Diana Hoadley, Managing Director and Head of Higher Education/Non-Profit Group, has over 25 years of higher education/healthcare and non-profit investment banking experience. Ms. Hoadley has been involved in over $50 billion of tax-exempt and taxable financings, derivative and investment products, loan pools, leases, mergers, acquisitions, and divestitures for institutions ranging from private colleges and public universities to research institutes, cultural institutions, and foundations. Ms. Hoadley’s banking practice is focused on asset liability management, capital raising, debt restructuring, academic medical centers, credit analysis and rating agency strategy.Ms. Hoadley is a founding Board Member of The Women in Public Finance – Northeast Chapter; United Cerebral Palsy of New York City – Women Who Care Board Member; a Regional Chair for Princeton University Annual Giving; and a member of the J.P. Morgan Investment Banking Women‘s Network. Ms. Hoadley received an AB in psychology (Certificate of Science in Human Affairs) from Princeton University and an MBA in finance from New York University.

Andrew joined Cain Brothers in 2008 and heads Cain Brother’s Capital Markets Group. He also serves on the firm’s Executive Committee and Board of Directors. Andrew has worked in the finance industry for over 29 years, most recently as head of the Tax-Exempt Securities Division at Morgan Stanley where he was responsible for Public Finance, Short Term and Long Term Syndicate, Sales, Trading, Proprietary Trading, Derivatives, and Financial Products. Prior to Morgan Stanley, Andrew helped build the Financial Products Group at Lehman Brothers and began his career as an investment banker at PaineWebber.Andrew has had a diverse career in municipal, public sector, higher education, not-for-profit, and health care finance starting initially as investment banker for clients such as the City of Chicago, State of California, and the Commonwealth of Puerto Rico. As a financial products specialist , Andrew has worked with a wide range of hospitals and hospital systems, universities and other Not for Profits to obtain lowest cost financing by creating innovative bond and financial product structures that meet client risk and return profiles. As a business leader and manager, Andrew has been responsible for founding and growing numerous businesses including national investment banking practices in the not-for-profit health care, higher education, and museum and foundation sectors; the student loan industry and housing/real estate sectors; a tax-exempt high yield syndicate, sales and trading operation; a regional dealer financial product desk; a global structured note origination and trading operation; and a bank liquidity and line of credit facility, among others. Andrew is a frequent speaker at industry conferences and is a past member of the Municipal Division Executive and the Financial Product Committees of SIFMA (formerly the BMA). He is a graduate of Colgate University and earned an MBA from Harvard University.

Martin D. Arrick is a Managing Director in the Corporate and Government Ratings group at Standard & Poor�s Ratings Services. He is the senior analytical leader and group spokesman for the not-for-profit healthcare group. He is based in New York and leads a team of healthcare analysts throughout the country. Martin is actively involved in all aspects of the healthcare practice, including criteria development, and serves as chair for many healthcare committees. Martin is also active in the long-term care practice, the ratings of several national and regional health systems, and has primed a number of public and privatized hospital systems.Previous to joining Standard & Poor�s in 1990, Martin was a healthcare analyst in the New York State Comptroller�s Office. He has also held administrative positions in a hospital, a health maintenance organization, and the New York City Department of Health.Martin has been ranked in Modern Health�s list of the 100 most influential people in the healthcare sector, and was named to Smith�s all-star research team. He has authored numerous publications and special reports on the healthcare sector, and is a member of the Healthcare Financial Management Association�s Principles and Practices Board.Martin holds a bachelor of arts degree from Case Western Reserve University, a master of business administration degree and a master�s degree in Public Health from Columbia University.