Banco Popular de Puerto Rico

Dave is a Managing Director and Sector Head for Healthcare and Higher Education in the Public Finance and Infrastructure Group. His team provides comprehensive investment banking services to health, education and cultural institutions. Mr. Johnson has over 25 years of investment banking experience and has senior managed more than $30 billion of financing transactions for NFP organizations. He advised on the development of Medanta/MediCity, a new 1,600-bed academic medical center in Gurgaon, Delhi India. Mr. Johnson is a frequent speaker and author on topics related to health care policy, markets and finance. This includes authoring a monthly BMO series on market-based healthcare reform. Mr. Johnson and Dean Nancy Kane of the Harvard School of Public Health co-authored a chapter, “The U.S. Health System: A Product of American Values and History”, in The Fragmentation of the U.S. Health System (published by Oxford Press 2010).Mr. Johnson holds a Bachelors of Arts degree in English Literature from Colgate University and a Master’s degree in Public Policy from Harvard University. Mr. Johnson was an Education Peace Corps Volunteer in Liberia, West Africa and a United States Presidential Management Intern. Mr. Johnson is a member of the Visiting Committee of the Harris School of Public Policy at the University of Chicago, a member of the Buck Advisory Council for the Buck Institute and an occasional lecturer at the Harvard School of Public Health and the University of Chicago. Mr. Johnson has the following professional affiliations: he serves on the Board of Directors, Executive and Finance Committees of the Chicago Council on Global Affairs; he is an executive member of the Health Management Academy’s CFO, Senior Executive and Treasurer Forums; he is a member of the Audit Committee for CHRISTUS Health; and he is co-chair of the Chicago Council’s Global Healthcare Roundtable. Mr. Johnson was an elected member of the Overseers Visiting Committee for the Harvard Medical School and the Harvard School of Dental Medicine (2001-2006), the U.S. Chair of the Executive Committee for the British-American Project (1998-2000) and the former Chair of the Finance Committee of the Terence Cardinal Cooke Health Center (1991-1996), a 700-bed health care institution in New York City.

Rondy Jennings, Managing Director, is a member of the Public Sector and Infrastructure Department and is responsible for investment banking relationships with large not-for-profit healthcare organizations. He joined Goldman Sachs as a managing director in 2008. Rondy has executed tax-exempt and taxable financings for a variety of healthcare clients ranging from community hospitals to academic medical centers. In addition, he has served as financial advisor on transactions involving both acute care hospital facilities and managed care organizations. Prior to joining Goldman Sachs, he was a managing director and co-head of the municipal healthcare group at UBS Securities LLC. Rondy began his career at JP Morgan & Co. Rondy earned a BA in economics from Swarthmore College and an MBA from Stanford University. He serves on the Board of Directors for Access Group, Inc.

Robert Mattix is a managing director in the FTI Healthcare group of the FTI Corporate Finance practice and is based in Brentwood. Mr. Mattix has 14 years of experience in the healthcare industry. He uses his operational and financial expertise to implement complex improvement initiatives and assess strategic options for FTI Healthcare clients. Mr. Mattix’s expertise also includes project management; operations improvement; financial assessment; financial modeling; bankruptcy and insolvency; creditor relations; physician practice management; diagnostic service development; debt covenant reviews; hospital and physician practice acquisition and disposition; and hospital productivity evaluation. From tracking performance improvement to modeling expansion potential or coordinating sale and divestiture processes, Mr. Mattix has assisted independent not-for-profit hospitals, for-profit physician management companies, large urban teaching hospitals and integrated delivery systems in achieving and surpassing their goals. He often utilizes his organizational and management skills, both onsite and offsite to provide support and coordination to the project. Mr. Mattix develops and delivers high impact presentations, communicating complex issues in a concise, informative and persuasive manner. Recently, Mr. Mattix has assisted a private college of medicine with $1.2 billion in annual revenue through an intensive performance improvement initiative. During his oversight tenure, he facilitated the design and implementation of more than a dozen financial and operational improvement projects that improved the college’s financial performance by more than $60 million (or 5% of revenue) annually. Mr. Mattix was instrumental in achieving an incremental $15 million in annual revenue improvement from its faculty group practice’s healthcare service billings and over $45 million from a myriad of other operational improvements designed to enhance financial performance while preserving mission focus in the clinical, research and teaching arenas. During this project, he served as the budget planning architect and thought-leader in devising an alternative method for the distribution of unrestricted funding to departments and programs based on measureable outcomes criteria for the upcoming fiscal year that will seek to capture an additional $30 million in improvements annually.Mr. Mattix served as a Consultant to a County struggling to restructure over $4 billion in public debt and balance its General Fund operating budget following the loss of over $70 million in annual revenues. He evaluated the County’s departmental budgets and structures; identifying immediately implementable revenue and expense improvement options available balance the budget.Mr. Mattix served as the lead Financial Advisor to a 4 hospital integrated health system facing earnings deterioration and a liquidity crisis. He established a cash management protocol to stabilize liquidity and created a rolling 13 week cash flow projection. He reopened discussions with the creditor constituencies and expanded the project to include a complete operational assessment and turnaround plan development.For a 4 hospital inner-city hospital system in crisis, Mr. Mattix developed daily cash flow reports and 13 week projections. He worked with insolvency counsel to prepare the organization for a chapter 11 filing. He participated in negotiations with three prospective purchasers and oversaw due diligence efforts. He analyzed the liquidation value of the organization and estimated the recovery waterfall by claim status and priority.For a three hospital district in chapter 9 bankruptcy, Mr. Mattix worked as the Financial Advisor to a consortium of bank groups holding secured debt exceeding $80 million. The turnaround plan for the system ultimately required the sale of all hospital operations; providing the bank group with a par plus accrued plus expense recovery.Mr. Mattix served as the Financial Advisor/Chief Restructuring Officer to a non-profit community hospital. He evaluated the recovery options and ultimately maximized the enterprise’s value through court oversight of the asset sales, free and clear of liabilities; allowing for the ongoing mission of the organization.For a two-hospital system in bankruptcy, Mr. Mattix worked as a Financial Advisor to the official committee of unsecured creditors. He monitored the financial performance of the organization and created a weekly tracking vehicle for the critical performance indicators. He participated in mediations with the secured creditors and facilitated the enhanced recovery to the unsecured creditors by 300 percent.For an integrated delivery system, Mr. Mattix performed financial and operations analyses; monitored productivity; tracked EBIDA improvement plan progress; coordinated the asset marketing, due diligence and sale process; and provided post-sale organization wrap-up. For a large, for-profit physician management firm, Mr. Mattix evaluated the existing and proposed business plan. He designed and implemented an organizational restructuring and force reduction. He worked with the management team to prepare the organization for a Chapter 11 filing. He modeled the financial performance of the existing portfolio and evaluated its liquidation value. He participated in divestiture negotiations and asset dispositions.For a large, urban teaching hospital in default of its debt covenants, Mr. Mattix evaluated and projected the impact of the management team’s improvement initiatives on the financial performance of the organization. He developed a model to incorporate the improvement plan into the hospital’s existing budget and, using this model, evaluated the influence of multiple variables on the success or failure of the improvements plans. This analysis assisted the management in negotiating a forbearance agreement with the secured creditors by establishing specific quarterly criteria for monitoring improvement.For a rapidly growing community hospital, Mr. Mattix assessed the global performance of the organization and evaluated a proposed facility expansion project. For a county hospital, Mr. Mattix provided project management and coordination for a complete assessment of the declining organization. He reviewed the senior management team’s effectiveness and made recommendations to the board chair. He compiled and edited the final report and developed the board presentation materials. For many other hospitals or health systems, Mr. Mattix has participated in operations and financial assessments, often serving in the roles of restructuring advisor and project manager, providing final report development and delivering the board presentation. Mr. Mattix joined FTI when it acquired Cambio Health Solutions in June of 2005. He had been with Cambio since 1995. His previous healthcare experience includes serving as the regional vice president of operations for a primary care physician practice management firm, as the project specialist for a national hospital marketing firm and as an operations consultant for a state governor’s office of finance and administration. He holds a M.B.A. in management from Middle Tennessee State University and a B.A. in economics from DePauw University. He is a member of the Association of Insolvency and Restructuring Advisors and the Turnaround Management Association. He is also a certified insolvency and restructuring advisor and a certified turnaround professional.

June Matte, Managing Director and head of PFM’s Higher Education Group, located in the firm’s Boston office.Ms. Matte serves as financial advisor to numerous higher education institutions across the country where she provides advice in the areas of strategic planning, governance, credit strategies and risk management in addition to traditional transaction management services. Among the institutions she has serviced are: University System of Maryland, the University of Illinois, Georgetown University, Boston College, and the University of Richmond. Prior to joining the firm in 1988, Ms. Matte was a Vice President in the Public Finance Department of a major Wall Street firm.Ms. Matte earned a Bachelor of Science degree in Economics from the School of Foreign Service at Georgetown University and a Master of Business Administration degree in Finance from Boston University.

Scott Brickner has been Director of Finance for the San Diego County Regional Airport Authority since April 2009, responsible for the Authority’s financial planning and analysis, budgeting, treasury operations, financing and grant funding programs.Mr. Brickner began his career in 1995 at the St. Louis headquarters of McDonnell Douglas Corporation as a member of its Fiscal Development Program for high-potential new hires. In 1998, he joined Emerson Electric Company in St. Louis and was responsible for managing foreign currency risk and short-term borrowing. In 2000, Mr. Brickner joined Peregrine Systems in San Diego, becoming Treasurer in 2002 and playing an integral role in the company’s successful emergence from bankruptcy and ultimate sale to Hewlett Packard in 2006. From 2006 to 2008, he served as Treasurer for Wireless Facilities, Inc., filling a vital role in transforming the company from a provider of wireless services to a provider of defense and security solutions. He received a Bachelor of Business Administration from Benedictine College in Kansas, an MBA from St. Louis University and is currently working to obtain his CPA license.

Geoffrey S. Chatas is the Chief Financial Officer and Senior Vice President of Business and Finance for The Ohio State University, where he leads all financial activities, including the oversight of a $5 billion annual budget. A financial executive with significant experience in the higher education, power, aviation, and banking sectors, Geoff has had extensive experience in multi-cultural management, having worked and lived across Europe and the United States. In September 2012, Columbus Business First recognized him twice, naming him CFO of the Year and awarding him Transaction of the Year honors for the university�s sale of $500 million worth of 100-year bonds � making Ohio State the first public university to issue century bonds.� Also in 2012, Geoff served on a Fulbright-sponsored delegation of U.S. CFOs to Germany to study lean management practices in higher education.Mr. Chatas was appointed Senior Vice President for Business and Finance and Chief Financial Officer at The Ohio State University in February 2010.� He oversees all of the fiscal activities for both the Ohio State University and the Wexner Medical Center, the university�s academic medical center.� While at Ohio State he has championed resource generation initiatives with the goal of generating revenue to be reinvested in the academic core.� He successfully negotiated a parking transaction resulting in $483 million for the university�s Long-term Investment Pool.�� This investment generated $50 million in earnings in FY 2013, approximately $20.5 million of which was immediately available for expenditure on faculty, student, arts and sustainability/transportation initiatives.� He also leads streamlining efforts which netted $30 million in procurement savings in FY 2013.�In early 2014, Mr. Chatas assumed an additional role at the Ohio State University Wexner Medical Center as Senior Vice President for Optimization and Integration and Medical Center Chief Transformation Officer.� In this position, Geoff serves as an internal catalyst for growth at the Medical Center, bringing the same skills he has successfully used to generate new funding streams to fuel the University's core academic mission and foster greater operating effectiveness including hospitals, centers, institutes, out-patient sites, and affiliated faculty practices.Geoff came to Ohio State from JP Morgan Asset Management where he was Managing Director for the Infrastructure Investments Group. Prior to JP Morgan, Mr. Chatas spent most of his career focused on the energy and aviation sectors.�

Roger Patterson is the Vice President for Business and Finance at Washington State University and Treasurer of the Board of Regents. He joined the University in August 2010. He is responsible for a number of financial and facilities service areas, real estate and local relations, public safety, environmental health and safety, risk management and several auxiliary functions. Roger has over 26 years experience in higher education and 8 years experience in public accounting. Prior to joining WSU in August 2010, he served as the Associate Vice Chancellor for Finance at the University of North Carolina at Chapel Hill for 15 years and held several positions at Clemson University over a 9 year period. Roger co-author the Decision Support and Information Reporting Chapter in NACUBO’s College and University Business Administration (CUBA), 7th Edition [2009], co-authored an article in Leadership Exchange entitled “The Dueling Goals in Higher Education: Can a Focus on Students and a Market Ideology Co-exist?” [April 2006], co-authored a NACUBO Business Officer Article titled “Peak Performance” [April 2005] and authored the Introductory Chapter for NACUBO’s New Online Book on Managerial Analysis and Decision Support [July 2004]. He has spoken at several national and regional higher education conferences. Roger is a certified Public Accountant, a Certified Internal Auditor and was a recipient of NACUBO’s Daniel D. Robinson Award for 2006. He holds a BBA in Accounting from the University of Georgia where he was a Member of Beta Alpha Psi, the national accounting honorary society. During his career, Roger has been active in several civic organizations including the Orange County Rape Crisis Center and Civitan International.

Gary Sokolow is a director in Fitch Ratings’ public finance health care group. He joined Fitch in 2007 and is responsible for analyzing and rating acute care hospitals, continuing care retirement communities, and nursing homes.Prior to joining Fitch’s health care group, Gary worked in administration in the division of cardiology at the NYU School of Medicine. Prior to NYU, he was at the Greater New York Hospital Association as the manager of programs and grants in its foundation.Gary is a graduate of the Baruch/Mount Sinai MBA program in health care administration.