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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    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.

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    Jim Koetting is the author of "Public Fund Investing for Dummies" and the CEO of PFITR, a bond accounting and analytics tool.

    Robert Campbell is the elected Auditor-Controller for Contra Costa County.�Mr. Campbell has worked for Contra Costa for 30 years.�He received a Bachelor of Science degree in business administration from the California State University, Hayward.�Mr. Campbell was appointed by the State Treasurer to the Task Force on Bond Accountability and by the State Controller to the California Uniform Construction Cost Accounting Commission.�Mr. Campbell is the current Chair of the Legislative Committee for the State Association of County Auditors and is a member of the Association’s Accounting Standards and Procedures committee.��

    Kyle Vinson is a Vice President in Goldman Sachs’ San Francisco office. He joined the firm in 2009 after two years at a national public financial advisory firm. His responsibilities include covering clients throughout the Western U.S., with a focus on general government, surface transportation, and water issuers, as well as being a member of the firm’s National Airports and Ports coverage team.His experience includes transactions for the Port of Portland, Alaska Airports, San Francisco International Airport, Transbay JPA, Los Angeles Community College District, BAWSCA, and the LACMTA.Kyle earned a Bachelor of Arts in History from Pomona College.

    Jase Wilson

    Jase Wilson is CEO of Neighborly, a San Francisco and New York based fintech startup modernizing access to public finance for issuers and investors