Banco Popular de Puerto Rico

Mr. Gass is responsible for the management of a portfolio of military housing bond transactions located throughout the United States.  TriMont serves as the Bondholder Representative under the bond documents that provide for the construction, renovation and operation of privatized military housing communities located on or close to military bases in the United States.  TriMont serves as the Bondholder Representative on 21 military housing bond transactions with over $5BB of bonds issued on transactions improving housing for the Air Force, Army, Marines and Navy. Mr. Gass’s responsibilities include management of the Public Finance team that reviews draft documents prior to bond closing, reviewing the closing flow of funds and monitoring compliance with bond documents terms post closing.  Typical responsibilities include reviewing flow of funds for all trust accounts, approving construction draws and operating disbursements; monitoring compliance with bond document terms/covenants and performing site inspections with the developers and construction inspectors. The TriMont Public Finance team currently has 6 full time employees and 2 part time employees.

Mr. Alpi is a principal of Pathfinder Renewables LLC, and its affiliate Pathfinder Capital Advisors, LLC, a closely-held boutique investment bank and advisory group that focuses on raising capital for companies in the energy sector through structured transactions. Since the Pathfinder group was founded in 2001, Pathfinder has raised more than $1.0 billion in capital for its clients from a variety of sources primarily relating to the monetization of tax benefits (also referred to as tax equity). Prior to joining Pathfinder, Mr. Alpi was a tax partner with the law firm of Skadden, Arps, Slate, Meagher & Flom LLP until December 2007, during which time he was the co-head of the firm’s alternative energy practice in Washington, DC. During his 21 years at Skadden, Mr. Alpi specialized in advising clients on the structuring and financing of alternative energy projects, including wind, solar, biofuels, and geothermal power projects. His clients included major utilities, financial institutions and investment funds.

Mr. Gaertner has 20 years experience in Public Finance investment banking. Mr. Gaertner has experience in financing general government, quasi-governmental and privatized infrastructure projects.  Experienced in financing general government needs, he has maintained an emphasis on real estate finance with a specialization in financing the privatization of military assets including housing and lodging. His financings have included tax-exempt and taxable municipal bonds as well as 144A corporate debt in public, private and global offerings.  He has served as lead banker for Project Finance Magazine’s “North America Public Private Partnership Deal of the Year” as well as for innovative tax-exempt issues highlighted as “Deal in the Spotlight” by The Bond Buyer.  Mr. Gaertner received his undergraduate degree with General Honors from the University of Miami and a Masters in Business Administration from Stetson University.  He is a Registered Municipal Securities Principal and a Registered General Securities Principal.

Chris Jumper is a senior director and sector head for Fitch’s Public Power Group. At Fitch Chris participates as a senior analyst in credit decisions throughout public finance with a primary focus on public power, electric cooperatives and prepaid commodity tractions. Additionally, Chris actively participates in updating existing ratings criteria and the development of new ratings guidelines. Chris was previously a Managing Director in the Global Utilities Group of MBIA’s Public Finance Division. He has extensive domestic and international experience covering investor owned utilities, project finance, public power and other revenue backed public finance sectors.Chris earned a BBA in Finance from Iona College and an MBA in Accounting from Pace University.

Ed Oswald, a partner in the Washington, D.C., office, is a member of the Tax Group. Mr. Oswald's practice concentrates in the taxation of municipal finance including healthcare, public power, higher education and nonprofit issues, housing financing, refinancings and arbitrage matters.Mr. Oswald's practice also includes advising on post-issuance tax compliance matters including working with non-profit borrowers of tax-exempt bonds on new IRS Schedule K annual reporting matters.     He served in the Office of Tax Legislative Counsel at U.S .Treasury Department, where he developed policy, legislative initiatives and regulations affecting public finance and structured finance.

Mr. Roggenburg’s career has spanned more than 26 years in the municipal market, including public finance investment banking, municipal derivatives marketing and structuring, and credit enhancement. Prior to co-founding Cityview, an independent financial advisory firm, he spent nearly two decades at Goldman Sachs, JPMorgan and UBS Securities. He managed the issuer-side municipal derivative marketing effort at UBS and JPMorgan, which included not for profit institutions and state and local governments. He also spearheaded product development and capital markets solutions at JPMorgan. At Goldman Sachs, prior to his role in derivatives marketing, Mr. Roggenburg served as a public finance investment banker focusing on the University of Minnesota, Vanderbilt University, North Shore - Long Island Jewish Health System, The City of New York and related entities, and other not for profit healthcare and higher educational institutions. Mr. Roggenburg has implemented some of the more innovative financial structures in the municipal market, including the first inflation-indexed tax-exempt bonds (Muni CPIs) for the City of Orlando, Florida. Mr. Roggenburg was a founder of Connie Lee. Authorized by an act of Congress in 1986, Connie Lee was established as the only AAA-rated bond insurer specifically chartered to target the higher education and teaching hospital 501(c)3 market. He came to Connie Lee from an affiliate of MBIA and assisted in the start-up of other monoline guarantors.Matt is the past chairman of SIFMA’s Municipal Financial Product Committee and was a founding member of GASB’s task force for its newly-developed derivative accounting standards. He is frequently invited to speak at industry conferences.Mr. Roggenburg earned a Bachelors of Science in Economics from The Wharton School of the University of Pennsylvania.

Laura Powell, Executive Director in J.P. Morgan's Higher Education/Non-Profit Group, has more than 11 years of investment banking experience, with a particular focus on higher education and non-profit issuers. Ms. Powell has executed more than $15 billion in tax-exempt and taxable financings for a wide range of clients, including private colleges, public universities, cultural institutions, and foundations. Her higher education and non-profit experience also includes research and management positions with Espiritu Santo University in Ecuador, the University of Texas at Austin, the Fulbright Scholars Program and the Brookings Institution/The World Bank. Ms. Powell received a B.A. in the Political Economy of Development from Stanford University, an M.S. in Community and Regional Planning from the University of Texas at Austin and an M.B.A. in Finance from Columbia University. She is a Board Member of the San Antonio Parks Foundation.