Banco Popular de Puerto Rico

With 18 years leadership experience in the securities industry, Alex McKenzie brings strong management skills, expertise working with high net worth investors and the ability to drive ideas to IFS.�He has been with IFS since 2007 when he took over the leadership position.� McKenzie started his career in 1993 working with a New York boutique brokerage firm specializing in equity and soon became the largest producer.�Later, he helped start a broker/dealer firm with responsibility for training and supervising brokers; funding; and producing as a broker with his personal production accounting for 30 to 40 percent of the firm�s business.�McKenzie also owned and operated a million dollar plus branch of Vanguard Capital � the Rockville Centre, New York branch.�McKenzie maintains a Series 7, 24,79, 63, and 99 license.

A finance specialist since 1980, Adela Cepeda, president of A.C. Advisory, Inc., has led the firm to a national leadership position in municipal financial advisory services with over $120 billion in completed transactions.� Since 2005, the Firm has been one of the top 10 municipal financial advisors in the nation.�Ms. Cepeda serves on the boards of the UBS Funds, Consulting Group Capital Markets Mutual Funds and the Mercer Mutual Funds. �She is also a director of BMO Financial Corporation, the U.S. holding company for BMO Harris Bank, with over 15,000 employees and 600 branches located principally in the Midwest.Ms. Cepeda is an honors graduate of Harvard College with a major in Economics and has an MBA from the University of Chicago School of Business.

Susan Dushock joined SunTrust Bank�s Investment Strategy Group in May 2011 after spending 6 years at Bank of America Global Capital Management. She is responsible for municipal research within Private Wealth Management.Susan began her municipal career at Lehman Brothers doing housing bond analysis; later expanding into health care and higher education. She pioneered early work on prepayments and worked closely with housing issuers to provide useful and timely disclosure to interested parties in the municipal bond market.Susan has been named an Institutional Investor, Global Guaranty and Smith�s All-Star team member, most recently in 2014 (Smith�s All-Star, Generalist). She speaks regularly at industry conferences, including the National Council of State Housing Finance Agencies (HFA), the National Association of Local HFA�s, the National Federation of Municipal Analysts (NFMA), the Government Officers Finance Association (GFOA), The Bond Buyer and Smith�s Research and Gradings Review. She has also been named a Trailblazer in Public Finance by Northeast Women in Public Finance.She served as President of the Municipal Bond Women�s Club of New York, is a past Chair of the Southern Municipal Analysts Society, and recently completed her term as Chair of the National Federation of Municipal Analysts. Susan was a member of the steering committee that established the New England chapter of Women in Public Finance. She received her BA from Queens College, CUNY and pursued graduate studies at Pace University, NYC.

Vincent J. Marriott III leads Ballard Spahr's Bankruptcy, Reorganization and Capital Recovery Group. Vince has led teams of attorneys assisting in the representation of major bondholders in the Chapter 9 bankruptcy proceedings of Detroit and San Bernardino. He is also experienced in representing corporate and other types of commercial businesses, financial institutions and trade creditors, and acquirers of distressed assets in the areas of corporate finance, workouts and reorganizations, recapitalizations, and asset purchases and sales, both inside and outside of insolvency proceedings. Vince has extensive experience representing secured lenders, trade creditors and creditors' committees in Chapter 11 bankruptcy proceedings.

Greg Pacifico is an underwriter in BAM’s Eastern Regional Group. �Greg is a general credit analyst with a primary focus on Texas and MUDs. �He joined BAM from Assured Guaranty, where he was an analyst in the Public Finance Group.

Mr. Walsh who leads the Sales effort at DPC DATA, joined the firm in 2014.��DPC DATA, which was founded in 1992, provides solutions to address disclosure-related regulatory compliance, investment suitability, portfolio surveillance and underwriting due diligence.� His background includes extensive Sales and Business Development experience across the Capital Markets. Prior to DPC Data, he was a Director of Strategic Accounts at Moody’s Analytics. He was previously at Lehman Brothers, IntraLinks, Bloomberg Financial Markets and SEI Investments. Mr. Walsh is also a Chartered Financial Analyst (CFA), since 2001 and graduated from Pennsylvania State University with a B.S. in Economics in 1992.� �

Since 2001, Jordan Dorfman has served as an attorney in the State Revolving Fund Branch, Office of Wastewater Management.� Jordan was a member of a team which implemented and evaluated the Clean Water State Revolving Fund (CWSRF) and provided technical assistance to EPA�s regional offices and State CWSRF programs.� Jordan spent 2004 as a Brookings Institution Fellow working on the personal staff of Senator Mark Dayton on environmental, energy, and judicial reform issues.� More recently, Jordan was the staff lead for the implementation effort for the Office of Water for the American Recovery and Reinvestment Act of 2009.� In that role he coordinated cross Office actions to support and oversee implementation of the ARRA program.� He also conducted state and borrower oversight and testing of financial transactions for compliance with eligibility and programmatic requirements.�� Jordan assisted in the development of the security features and legal requirements of a proposed US Territory Infrastructure Bank.� Currently, Jordan is staff lead for the development and implementation of the Water Infrastructure Finance and Innovation Act program (WIFIA).Before joining EPA, Jordan was an estate planning and probate attorney at a small law firm in Washington, D.C.� Jordan received his J.D. from George Washington University Law School and his B.A. in International Relations from the University of Pennsylvania.

Tyson has been an executive in the brokerage industry for fifteen years. While on the leadership teams at multiple brokerage technology firms, Tyson built his knowledge of operations, sales and executive leadership as a conversion lead, head of client accounts and sales.� Tyson earned a Bachelor of Science degree from Ball State University and completed the SII Leadership Training at the Wharton School of Business at University of Pennsylvania. �