Banco Popular de Puerto Rico

Banco Popular de Puerto Rico
  • Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.

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    Ursula Parks is the Director of the Texas Legislative Budget Board (LBB). Ms. Parks has been on the staff of the LBB since 1993.During her tenure at the LBB, Ms. Parks has worked in various capacities including a budget analyst, a budget team manager, an assistant director, and the agency's deputy director.�Ms. Parks has been directly involved in the development of budget and policy recommendations for numerous state agencies and institutions within all state government functions; for much of her tenure she was involved specifically in the area of public education finance. �She is an expert not only in big-picture state fiscal policy but also in the details of developing state appropriations.Ms. Parks is a life-long Austinite, and holds a bachelor's degree from American University.

    James “J.R.” Rieger is Managing Director and Global Head of Fixed Income Indices at S&P Dow Jones Indices (S&P DJI). With over 30 years of fixed income experience, J.R. leads S&P DJI’s global fixed income efforts, overseeing a team of subject matter specialists tasked with the creation and management of fixed income indices around the globe.Under J.R.’s management, S&P Dow Jones Indices has launched a global suite of fixed income indices, which includes a focus on transparency for municipal, corporate, and high-yield bonds, senior loans, commercial paper, sovereign debt, credit default swaps, Sukuk securities, and the Australian bond market. Recent innovations include the S&P 500� Bond Index covering corporate bonds issued by the companies in the S&P 500, the S&P U.S. Aggregate Bond Index, as well as indices that track the global developed sovereign, China onshore, Pan Asia, ESG, Indian, and African bond markets.J.R. serves as the firm’s voice to media outlets on the bond markets, in addition to performance and attribution topics. His research and unique metric innovations are frequently cited in national publications, and he has contributed as a guest on CNBC’s Squawk Box and Bloomberg News. He frequently speaks to industry leaders at conferences around the world on the current state of the global debt markets.Previously, J.R. was vice president, global evaluations at Standard & Poor’s Securities Evaluations, Inc. Active in the financial community, J.R. is a member of the Municipal Bond Club of New York, New York Society of Security Analysts, Municipal Analysts Group of New York, and the National Federation of Municipal Analysts. In 2012, J.R. served as Adjunct Professor at Adelphi University’s Robert B. Willumstad School of Business, teaching Investments for the graduate school program.J.R. holds a B.S. from Widener University and an MBA from Adelphi University.

    Mr. Harris is a Managing Director in Public Finance at Academy Securities. His primary responsibilities include coverage of clients in the Southwest region of the country. He has served as a senior banker for Texas clients including Dallas Independent School District, the City of Houston, the North Texas Tollway Authority and the City of Tyler among others. Throughout his career, he has participated in numerous venues sharing his infrastructure expertise at industry conferences and client presentation though out the country.�He is a graduate of the United States Military Academy at West Point where he earned a BS in Mechanical Engineering and was commissioned a Second Lieutenant in the U.S. Army Ordnance Corp. Upon completion of his military commitment, Mr. Harris resigned as a Captain and matriculated into the University of Pennsylvania’s Wharton School where he earned an MBA in Finance and Marketing. He is a Municipal Principal holding FINRA Series 7, 63 & 53. Mr. Harris resides in New York City and serves on a variety of local public boards.

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    George Friedlander is widely recognized as a leader in the municipal bond marketplace. He is frequently quoted in the financial press on his ideas related to trends and investment patterns in the municipal bond market. Prior to joining Court Street Group, he was employed by� Citigroup and its predecessor firms for 41 years.� He has a BS in Math from the State University at Stony Brook and an MBA with Distinction in Finance from Pace University. Mr. Friedlander� has perennially been ranked within the top three� in municipal strategy in various investor surveys. More recently, he has adjusted his focus to policy analysis within the muni market, as well as the implications of accelerating technological change for state and local governments. Mr. Friedlander has further been recognized with awards from SIFMA and its predecessor firms, the Bond Market Association and the Public Securities Association, and from the National Federation of Municipal Analysts. He was voted the National Federation’s Analyst of the Year in 1989, and received the Chairman’s Contribution Award of the Bond Market Association in 1997. In 2011 Mr. Friedlander received the Lifetime Achievement Award in a poll of institutional investors by Smith's Research and Gradings. �He is currently actively working with state and local public interest groups on ways to respond to potential threats to the tax-exempt status of municipal bonds.

    Jordan Dorfman is the Senior Attorney-Advisor for the WIFIA program.� Jordan advises program staff and management on all legal aspects of the program and is responsible for the development of program regulations, guidance and policy for a new and innovative source of funding for critical water and wastewater infrastructure.� He has served in this capacity since the passage of WIFIA in 2014.Prior to joining the WIFIA program, Jordan served as Attorney-Advisor in the Clean Water State Revolving Fund (CWSRF) program.� Jordan was a member of a team that implemented and evaluated the CWSRF and provided technical assistance to EPA’s regional offices and State CWSRF programs.� He conducted state and borrower oversight and testing of financial transactions for compliance with eligibility and programmatic requirements.�� As staff lead for the implementation effort for the Office of Water for the American Recovery and Reinvestment Act of 2009, he coordinated cross-office actions to support and oversee the successful deployment of $6 billion in funding for shovel-ready water and wastewater infrastructure across the country.� Jordan assisted in the development of the security features and legal requirements of a proposed US Territory Infrastructure Bank.� Jordan spent 2004 as a Brookings Institution Fellow working on the personal staff of Senator Mark Dayton on environmental, energy, and judicial reform issues. 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.

    Amie Riggle Berlin is Senior Trial Counsel at the U.S. Securities and Exchange Commission, where she serves as the lead trial attorney in a broad range of securities enforcement actions.� Ms. Berlin led the S.E.C.'s first trial against a municipality, resulting in a verdict against the City of Miami and its budget director for securities fraud in connection with the City's bond offerings. She also successfully argued the first case concerning whether qualified immunity applies to shield government employees from liability in civil enforcement actions. Among other litigation highlights from Ms. Berlin's ten-year tenure with the S.E.C. are trial verdicts finding defendants liable for: a more than $200 million offering fraud in connection with the Scott Rothstein Ponzi scheme; a more than $300 million international offering fraud in connection with investments in Regions Bank trust accounts; insider trading in Blue Rhino Corp. stock; and insider trading in Neff Corp. stock. Ms. Berlin has also obtained favorable judgments in various emergency injunctive actions to halt ongoing offering frauds, and in the Administrative Proceeding against investment advisor firm ZPR Investment Management, Inc. and its principal, resulting in findings that false claims of compliance with Global Investment Performance Standards violate the anti-fraud provisions of the federal securities laws.Prior to joining the S.E.C., Ms. Berlin worked as a litigator with Fried, Frank, Harris, Shriver & Jacobson in New York and with Greenberg Traurig and Akerman Senterfitt in Miami. She served as a federal judicial law clerk to the Honorable Donald L. Graham and the Honorable Barry L. Garber in the U.S. District Court for the Southern District of Florida.Ms. Berlin obtained her law degree from Columbia Law School, where she was a Harlan Fiske Stone Scholar, and her bachelors degree from the University of Florida, where she was inducted into the University Hall of Fame.

    Tom Meder, Director, joined TMC Bonds in October 2012 and runs the firm's nationwide new business efforts covering both the sell-side and buy-side. �He also directly manages the overall relationships with our consortium dealer owners. �Prior to TMC, Mr. Meder was an institutional fixed income trader at Tahoe Fixed Income covering both Municipal and Taxable markets (Rates, Credit, and MBS). �Previously, Tom had extensive institutional sales & trading roles at Stone & Youngberg (SVP & Partner), Seattle Northwest (VP-Trading),�Wells Fargo Institutional Brokerage (VP-Sales), and Bankers Trust (Principal-Institutional Sales). �He was also the Senior Portfolio Manager for Hewlett Packard's Treasury Department managing a $500 million fixed income portfolio in addition Hewlett Packard's money market balances. �Mr. Meder holds a BS degree in Finance from San Jose State University.