Banco Popular de Puerto Rico

Tim Schaefer is a Deputy Treasurer for Public Finance for California Treasurer John Chiang. Prior to joining the Treasurer’s Office, he was then-State Controller John Chiang’s Senior Finance Advisor. Before entering State service, Tim was the principal owner of Magis Advisors, a public finance consulting firm in Orange County, California.� He has more than forty years of experience in the municipal securities industry.�He managed the Public Finance Division of Bank of America in San Francisco and was the manager of the national municipal trading desk at Chemical Bank in New York City.�Tim served more than twenty years on the Technical Assistance Committee to the California Debt and Investment Advisory Commission (including three terms as its chairman) and three years as a private sector advisor to the Standing Committee on Governmental Debt of the Government Finance Officers Association.�He is a co-author of the California Public Funds Investment Primer, published by CDIAC in 2006. He was part of a four person team engaged in early 2014 to edit and revise the California Debt Issuance Primer, also published by CDIAC. He is a frequent speaker in the field of public finance.�Tim is a member of the Risk Management Association, the International City/County Management Association, the National Federation of Municipal Analysts, the Government Finance Officers Association, the Appraisal Institute and the California Society of Municipal Finance Officers.�

Teveia Barnes is the Executive Director of California Infrastructure and Economic Development Bank.� Barnes was commissioner at the California Department of Financial Institutions from 2012 to 2013. �From 2005 to 2012, Barnes was a partner at Foley and Lardner LLP. �She has 35 years of finance and regulatory experience representing banks and other financial institutions as well as for profit and not-for-profit companies.

Lisa Danka is responsible for management and compliance of ADOT’s debt program, including more than 40 bond issues secured by excise taxes, highway revenues and federal aid. Lisa has developed an extensive debt management database which tracks and produces various management reports on annual post issuance compliance activity. Previously, she managed ADOT’s federal-aid highway funding, cash management and the capital budget.Prior to joining ADOT, Lisa managed several state business incentive programs, Arizona’s private activity bond volume cap, and served as the Executive Director of the Greater Arizona Development Authority. She received an MBA from Bradley University and a Bachelor’s degree in Political Science from Western Illinois University.

Michael Gaughan is a Director with National Development Council (NDC), which is the oldest national non-profit community and economic development organization in the United States. In this role, he provides technical assistance, training, and financial services to public and private clients as a member of the East Coast Coverage Team. Michael was previously an investment banker with PNC Capital Markets LLC focusing on origination of redevelopment, housing, and charter school projects. In addition to financial products, he has a wide-ranging background in the development field with over a decade of experience in real estate market analysis, proforma modeling, and fiscal impact evaluation.�Michael earned a Bachelor of Arts from Middlebury College and a Master of City Planning from the University of Pennsylvania.

Previous positions include Partner, Bingham McCutchen LLP; Associate General Counsel, JPMorgan Chase & Co.; General Counsel for Hambrecht & Quist; and attorney in the enforcement branch of the San Francisco Office of the U.S. Securities and Exchange Commission.� Board member, The Marin Symphony Association.� Violist in the Marin Symphony since 1982.

Beau Goldie is the CEO of the Santa Clara Valley Water District, a public agency providing Silicon Valley a safe, clean and a reliable water supply, flood protection and environmental stewardship. The agency serves about 2 million people in Santa Clara County, encompassing 15 cities.Beau leads an organization of 752 employees with a $478 million FY 2016 operating and capital budget. The budget reflects significant investment in the county’s comprehensive water resources management system, including rehabilitating the county’s aging water infrastructure and accelerating recycled/purified water supply to develop a more drought resilient water supply. Since beginning his career at the water district in 1984, Beau has led projects in all areas of the organization: water supply, flood protection and environmental stewardship. Beau is the 2015 Chair of the California Urban Water Agencies Board of Directors, and also serves on the boards of the Joint Venture Silicon Valley, Bay Area Council, the San Jose Silicon Valley Chamber, the State Water Project Contractors Authority, and Destination Home. He is also member of numerous local and regional organizations and committees, including the Santa Clara City Manager’s Association, the State and Federal Water Contractors Agency, the San Luis & Delta-Mendota Water Authority, the Bay Delta Conservation Plan Committee, the State Water Contractors Committee, and the BDCP Resolution Committee.Beau is a registered civil engineer in California, and holds a Bachelor of Science degree in Environmental Resources Engineering, and a Master’s Degree in Civil Engineering. He is a member of American Leadership Forum Class XXV.

Antonio Portuondo, is a Managing Director and President of The Bank of New York Mellon Trust Company N.A., a subsidiary of The Bank of New York Mellon Corporation.� Tony is the Segment Head of the Bank’s Corporate Trust Public not for Profit Business.� Primary responsibilities include sales and relationship management, risk, new business, and client service delivery.Prior to his current role Tony managed the Corporate Trust Public Finance business and also served as the Public Finance Chief Administration Officer initiating and leading strategic initiatives, as well as managing its Best Practices program.�Tony has more than 19 years of corporate trust experience holding various business administration, business development, and management positions.He received an undergraduate degree in Political Science from the University of Florida, and a Master of Public Administration specializing in Public Finance from FloridaInternationalUniversity.��

�Jan Perry is the General Manager of the Los Angeles Economic andWorkforce Development Department (EWDD). Mayor Garcetti appointedher to the position in 2013. Both Perry and the Mayor share a passion forjob creation and the revitalization of neighborhoods that results inimproving the quality of life for all Angelenos.As General Manager of the Economic and Workforce DevelopmentDepartment, Ms. Perry leads a staff of 175, some in economic developmentcharged with brokering city loans, and bonds. On the workforce side, thedepartment oversees 17 WorkSource centers for adults that offerspecialized training, and career development services. In addition, thedepartment administers 16 YouthSource centers that focus on careerexploration, tutoring and computer skills, college prep and work readinessskills.The EWDD was created in 2013 with a goal to spur business activity thatcreates jobs and a strong tax base. Ms. Perry knows that economicdevelopment and employment stimulates growth in a city and brings aboutmore housing, increased demand for goods and services and flourishingcommunities.Ms. Perry is the former Los Angeles City Councilmember for the 9th District,which included Bunker Hill, Little Tokyo and South Los Angeles. During her12 years in office she oversaw major changes in the district’s infrastructure.This resulted in quality job development and training and the expansion ofhousing in all income levels.Perry earned her bachelor’s degree from the USC School of Journalism,cum laude, and her master’s degree from USC in public administration.

Reid Smith is Chief Investment Officer for Ziegler BPG Fixed Income Strategies and Senior Portfolio Manager. Prior to joining Ziegler Capital Management, LLC in 2015, Mr. Smith was Head of Barclays Fixed Income Portfolio Management at Barclays Wealth and Investment Management in the Americas. At Barclays, Mr. Smith was responsible for the development, strategy, implementation and ongoing management of the Fixed Income Portfolio Management offering in the U.S.Prior to joining Barclays in 2011, Mr. Smith worked at Vanguard Group for 17 years. During his tenure, he held increasingly senior fixed income strategic and portfolio management positions including Head of the Long Term Bond Desk, Municipal Credit Strategy Team Leader, Municipal Rates Strategy Team member, and Co-Head of Municipal Strategy. While at Vanguard, Mr. Smith managed two high-profile funds with $12.5 billion in assets: a high yield tax exempt portfolio (1996-2009) and a long-term tax-exempt portfolio, both of which were highly rated by Morningstar during his leadership. Additionally, he played a key role in developing the facets of Vanguard’s municipal bond fund strategies including duration, credit, fund structure, hedging and risk metrics.Mr. Smith is a CFA charterholder and earned both an MBA in International Business and a BBA in Marketing from the University of Hawaii.�