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.
Latest NewsMr. Zampol has 15 years of banking experience having specialized in providing advisory and financing services to clients in the infrastructure space.� He is a Managing Director and Head of the Infrastructure Group at Drexel Hamilton, the nation’s largest Disable Veteran’s owned Broker-Dealer.� The firm is currently lead advisor on a liquid bulk terminal in the Southern US.� In 2015, Mr. Zampol was the lead banker on the Axium Infrastructure consortium’s successful acquisition of Montreal Gateway Terminals (MGT). During the acquisition process, Mr. Zampol’s firm served as sole acquisition advisor, lead debt arranger, joint bookrunner, administration agent and swap counterparty.� Also in 2015, Mr. Zampol supported the acquisition of the Billy Bishop Passenger Terminal at Toronto City Airport by InstarAGF, JP Morgan, the Kilmer Group and the Partners Group.� In that acquisition, his firm was again the sole acquisition advisor.� In 2014, he was the lead banker for Walter Energy on the sale of the Blue Creek Terminal in Mobile, and he served as co-lead debt manager on the $1.15 billion Florida East Coast Railway and Industries financings and the $400 million All Aboard Florida financing. Prior to 2014, he served as transaction advisor to clients ranging from Cenovus Energy to Goldman Sachs Infrastructure Partners.
�Jim Preusch is the Chief Financial Officer of the Alameda Corridor Transportation Authority. Preusch initially became involved with ACTA as a part of his role as CFO of the Port of Los Angeles. Serving as Treasurer of the ACTA JPA, from 1989 to 1999, Preusch assembled the financing team and crafted the multi-sourced funding plan to pay for the $2.4 billion grade separation and rail trench project. He spearheaded negotiations with the US DOT, leading to a flexible $400 million loan that supported much of the up front costs of the project. Preusch also worked extensively with the rating agencies and bond insurers to build credibility and understanding of the ACTA project, leading to successful bond ratings, and bond insurance. He led the financing team in the sale of almost $1.2 billion in senior, subordinate, taxable and tax-exempt debt, and together with the ACTA management and other members of the financing team negotiated the terms of a $347 million grant from LA MTA. Preusch also assisted in the 1994 railroad right-of-way negotiations, leading to property acquisition transactions of $386 million. From 2002 to 2004, Preusch served as co-financial advisor to ACTA.Preusch rejoined ACTA as its CFO in September 2004, and since that time has revitalized ACTA’s accounting, financial reporting, and revenue collection. In recent years Preusch has worked extensively toward restructuring ACTA’s outstanding debt. In 2012 ACTA closed a Railroad Rehabilitation & Infrastructure Finance (RRIF) transaction with the US Department of Transportation Federal Rail Administration to refund about $84 million of 1999 debt, and in 2013, ACTA sold $248 million in refunding bonds to redeem additional callable 1999 debt. In 2016 ACTA sold $591 million in refunding bonds to restructure inflexible 2004A capital appreciation bonds improving the potential to match future revenue and debt service. These transactions along with other debt redemption measures have served to reduce ACTA’s debt service requirements and improve coverage over the next several years.
Ozgur Kan is a Managing Director with Berkeley Research Group and leads the Credit Analytics practice.
David Litvack is a Managing Director and Head of Tax Exempt Research at U.S. Trust, Bank of America Private Wealth Management. In this role, he is charged with leading the research and investment strategy for municipal securities. Prior to joining U.S. Trust, David was a managing director and the group credit officer of U.S. Public Finance for Fitch Ratings. He received his Master of Business Administration from The Wharton School at University of Pennsylvania and his Bachelor of Science from Tufts University. David holds the CFA designation and is a member of the Municipal Analysts Group of New York and the National Federation of Municipal Analysts.
Frank is the Director of the Center for State & Local Leadership at George Mason University; he teaches in the Graduate School of Public Policy at George Washington University; he has served as the Director for Federal Relations previously with the Municipal Securities Rulemaking Board, the National Governors Association, and the National League of Cities. He has also served as Chief of Staff for former U.S. Rep Jim Moran of Virginia, and as Assistant Counsel for the U.S. Senate Banking Committee. He is a Member of the U.S. Supreme Court Bar, and the author of an eBlog at the GMU Municipal Sustainability site, which focuses on severe municipal fiscal distress.�
Christi Craddick is in the forefront of the newest wave of pragmatic conservatives in leadership roles across Texas. Raised in a strong conservative household, retained as legal counsel by prominent Texas firms, and shaped by more than a decade as a trusted political adviser, Christi has set a clear standard of integrity, self-reliance and innovation in her role as Chairman at the Railroad Commission of Texas.Since her tenure on the Commission began in November 2012, Craddick has pushed to maximize the effectiveness and efficiency of an energy industry that is driving the state’s unparalleled economic success. In the process, she has repeatedly proven that sensible regulations, careful listening and plain talk can foster innovation that has solidified Texas leadership in the energy sector.Making it a top priority, Christi has worked to educate the public about the oil and gas industry and its impact in Texas. She has fought against Washington’s one-size-fits-all environmental policies that would kill jobs and stifle energy production growth. Christi has advocated for recycling in the oilfields, helping to drive the percentage of reclaimed water upwards, an essential achievement in a state enduring a multi-year drought.As part of her efforts to modernize the agency, Christi has championed an Information Technology (IT) overhaul for the Commission, seeking improvements that would upgrade the Geographic Information System, increase public access to the agency’s data, and speed up inspections and permitting times.A native of Midland, Christi earned both her Bachelor’s Degree as a Plan II graduate and her Doctorate of Jurisprudence from The University of Texas at Austin. During her career as an attorney, she specialized in oil and gas, water, tax issues, electric deregulation and environmental policy.Following the example of her father and mother, Craddick has been drawn to public service and politics. As president of a grassroots advocacy firm, she took the lead on work in coalition building in the public policy arena and development and implementation of issue strategies.Christi serves her community as a member of organizations including the State Bar of Texas, University of Texas Liberal Arts Alumni Advisory Council, Southern States Energy Board, The National Petroleum Council and Dell Children’s Medical Center Foundation. Christi resides in Austin with her daughter, Catherine, and is an active member of St. Austin’s Catholic Church.
Julie Egan is Director of Municipal Research, Portfolio Manager at Community Capital Management primarily responsible for municipal credit analysis and research.� She also works with the portfolio management team in structuring new deals on behalf of clients.� Julie was previously a Senior Municipal Research Analyst and Director at Evergreen Asset Management Corporation, Wachovia's asset management arm and currently Wells Cap.� Prior to that, she was a Senior Municipal Research Analyst for John Nuveen & Company, Inc. in Chicago.� Julie began her investment career in 1986 and holds a BBA in Finance from Kent State University and an MBA from Case Western Reserve University.� She has been a consistent nominee for Smith's All-Star Municipal Analyst Team (Housing) and was elected to the 2012 All Star First Team in Housing; 2013 All Star Third Team in Housing; 2014 All-Star Second Team in Housing, 2015 All Star First Team in Housing, and 2016 All-Star Second Team in Housing.� Julie serves on the Board and as Chair of the National Federation of Municipal Analysts. She previously served as President for the Southern Municipal Finance Society from 2008 to 2010 and 2012. Julie is an associate member of the CFA Institute and the CFA North Carolina Society. Julie holds her FINRA Licenses: Series 6 & 63.Experience in Industry: 1986Experience with firm: 2009�
Mark Tarpley is a Vice President in the Dallas Municipal Finance office of RBCCM. His primary responsibilities include client development, advisory and investment banking services to municipal clients of the firm, with a specific focus on the K-12 sector.Mr. Tarpley joined RBC Capital Markets in August 2013 after a career as a Texas school district financial officer.� He brings a wealth of knowledge and expertise in managing the financial and operational systems for large school districts, including state aid analysis, budgeting, forecasting, planning and development.� Mr. Tarpley also served on the Board of Directors of the Texas Association of School Business Officials (TASBO) and is routinely called upon to present on topics at training sessions and conferences.�� Prior to school administration, Mr. Tarpley worked in public accounting as an auditor, performing over 50 school district and other municipal audits every year.Mr. Tarpley is a Certified Public Accountant and holds a BA in Business Administration from Austin College and an MBA in Strategic Management from the University of North Texas.� He is a FINRA registered securities representative holding Series 7, 50, 52, 63 and 79 licenses�
