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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Otis Casey is a director of credit research at Markit and is the firms lead analyst and commentator on fixed income markets in North America. His publications and insight on the CDS, bonds, and leveraged loans markets are regularly cited by major financial media, including Bloomberg, the Wall Street Journal, the Financial Times and industry press. Mr. Caseys white papers on the changes in the corporate credit derivatives industry, specifically the convention and rules changes from the CDS Big Bang and CDS Small Bang, have been used as the basis for training materials by investors and major banks alike. These papers have also been used in graduate course materials at NYU and Columbia University.Mr. Casey has been involved in industry discussions from an early stage on the design of loan-only credit default swaps and was a co-author of the white paper detailing the new North American bullet LCDS contract.Mr. Casey joined Markit in 2002 starting as a leveraged loans analyst and has written extensively since that time on market conditions and secondary activity. In 2006, he became the head of the North American credit analyst team. Mr. Casey has an undergraduate degree in Political Science and History from Wabash College and a MBA in Finance from Indiana University.
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Alex Wallace is an 18-year veteran of the municipal securities industry with broad experience across many aspects of municipal finance. Alex is Head of the Public Finance Banking Team of the U.S. Bancorp Municipal Securities Group. Alex joined U.S. Bancorp in August 2009. At Wachovia Securities (1996 - 2008), Alex was Co-Head of the Municipal Securities Group and was responsible for the Public Finance Group. Alex also led a number of other businesses including Municipal Credit Origination, Syndications, and Municipal Leasing. He also spent a year as the Head of Mid-Atlantic Region for Loop Capital Markets. Prior to joining Wachovia Securities, Alex worked for the State Treasurer's Office of the State of North Carolina. Alex is a Past Chairman of the Carolinas Municipal Advisory Council and Past President of the CityWest Community Development Corporation. He has also been a long-time member of the National Federation of Municipal Analysts, the New York Municipal Forum, North Carolina Society of Financial Analysts, and has served on policy committees for the Securities Industry and Financial Markets Association ("SIFMA"). Alex has BA degrees in Economics and Business Management from North Carolina State University and a Master of Public Administration with a concentration in Public Finance from North Carolina State University.
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Gabriel Petek, CFA is a Managing Director in the U.S. States Division of the U.S. Public Finance Department of Standard & Poor’s Credit Market Services in San Francisco. Mr. Petek is S&P’s primary analyst for the states of Alaska, California, Hawaii, Michigan, Nevada, Oregon, Utah, Washington, and Wisconsin. Mr. Petek represents the Public Finance Department on S&P’s North American Credit Conditions Committee and helps coordinate its research and thought leadership efforts.Mr. Petek holds a Master in Public Policy from Harvard University’s Kennedy School of Government and earned his BA, magna cum laude, in political science from Loyola Marymount University where he was awarded the Stanley Chan Award, given to the top political science scholar as recognized by the faculty. A portion of Mr. Petek’s undergraduate work was completed at the London School of Economics and Political Science where he was a Hansard Scholar. Mr. Petek holds the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Society of San Francisco. Mr. Petek is an advisor to the GFOA’s Committee on Governmental Budgeting and Fiscal Policy. In addition, Mr. Petek is a member of the National Federation of Municipal Analysts (NFMA) and is on the board of the California Society of Municipal Analysts, the local affiliate of the NFMA. Prior to joining Standard & Poor’s, Mr. Petek worked as a budget analyst at the City of Boston’s Office of Budget Management.
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Ms. Schafer assumed the role of the Authority's Director of Finance/Chief Financial Officer beginning June, 2005 and reports directly to the Executive Director. Ms. Schafer is responsible for the overall financial related activities including financial reporting, budgeting, debt administration, cash management and management of financial information systems. In addition to financial related duties, the Chief Financial Officer is also responsible for managing the day to day operational functions and developing policies/procedures of the Authority as directed by the Executive Director. Ms. Schafer has over 15 years of experience in the accounting profession from the public, private and government sector.Ms. Schafer is a licensed CPA in the State of Florida and is a member of the Florida Institute of Certified Public Accountants and Government Finance Officers Association. Ms. Schafer holds a Bachelor degree in Accounting from Florida International University and a Masters degree in Accounting from Saint Thomas Archdiocese University.
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Vijay Kapoor is the Director of PFMs Workforce Consulting practice in the firms Management and Budget Consulting group. Prior to joining PFM, he founded a company that provided operational and workforce consulting services to state and local governments. Previously, Mr. Kapoor also served in state government in positions including Executive Director of the Commonwealth of Pennsylvanias Office of Management and Productivity. In this capacity, Mr. Kapoor was responsible for leading both enterprise-wide and agency-specific cost savings projects towards the goal of reaching $1.5 billion in annual savings from Commonwealth operations. He also previously practiced as a labor and employment attorney in Philadelphia, where he specialized in public sector labor relations matters. Mr. Kapoor graduated from the University of Chicago with degrees in economics and public policy studies (with honors) and received his J.D. from the University of Pennsylvania Law School, where he received the labor law prize and was Symposium Editor for the Journal of Labor and Employment law. He also received a certificate in Business and Public Policy from the Wharton School of the University of Pennsylvania. He has been certified as a Senior Professional in Human Resources (SPHR) since 2008.
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Mark Saladino is the Treasurer of Los Angeles County, and also serves as Tax Collector, Public Administrator, and a trustee of LACERA, the County pension system. From 1982 to 1990 he worked as an attorney in New York City and Los Angeles, specializing in financial transactions. Mr. Saladino joined Los Angeles County in 1990 in the Office of the County Counsel, and was appointed to his current position in 1998. He holds a Bachelor of Science degree in Finance with High Honors from the University of Illinois, and a Juris Doctor degree from New York University. He is admitted to practice law in New York, California and the District of Columbia.







