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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Natalie Brill has served as the Chief of Debt Management in the Office of the City Administrative Officer, City of Los Angeles, since 2000. Ms. Brill manages a $5.8 billion debt portfolio, consisting of general obligation bonds, judgment obligation bonds, lease revenue obligations as well as special fund debt such as the City’s wastewater system revenue bonds, sanitation revenue bonds, and various assessment bonds. Since assuming her current position, the City issued its first synthetic General Fund fixed-rate debt instrument, involving the execution of $235.2 million in two competitively bid swap agreements, instituted a $335 million General Fund commercial paper program, and four direct loans or private placements. Each of these programs has produced thousands of dollars of savings to the City and its taxpayers.Ms. Brill co-negotiated the proposed New Hall and Event Center Project at the Los Angeles Convention Center (LACC) with AEG, developing the financing plan. This project consists of a new stadium at the current West Hall site to be replaced by the New Hall over Pico Boulevard. This is project is dependent on a NFL team coming to Los Angeles. To ensure the best possible convention center, Ms. Brill worked on the private management contract for the LACC and is currently developing the financing plan for Plan B for the LACC, if AEG cannot secure a NFL team.Ms. Brill has had many assignments for the City Administrative Officer, including conducting management audits of internal City operations, analyses of Federal and State grants, and preparing the budgets for capital programming, public works and operating departments. She served eight years in the City’s Finance Group, where she was responsible for overall budget balancing and budget preparation. During that time, Ms. Brill was the project manager for the development and implementation of the City’s Budget System. Her recommendations on streamlining budget preparation was one of the criteria cited for the City receiving the GFOA’s Distinguished Budget Preparation Award in 1998 and each year since then.In 2011, Ms. Brill received the California Public Service Association “2011 Award in Excellence” and the National Women in Public Finance (WPF) “2011 She’s My Hero Award.”Ms. Brill has served on the GFOA Debt Committee. She is the Assistant Secretary and Treasurer for the City’s financing authority, Municipal Improvement Corporation of Los Angeles (MICLA). She is the Treasurer of the WPF LA Chapter and the new Latinos in Public Finance. She is active and volunteers in her religious community, serving on various boards.Ms. Brill has a Bachelor of Arts degree in Government from PomonaCollege and a Master of Arts Degree in Humanities from the University of Chicago.�
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Mr. Engelbrecht is a Director of the Public Finance Investment Banking segment of Wells Fargo Government & Institutional Banking. He has more than 24 years of capital markets and financial consulting experience during which he has provided financial advisory and investment banking services to utility, special district, and general municipal clients in California and nationally. Mr. Engelbrechts primary focus is providing investment banking services to municipal water and power utilities throughout the Western United States. His experience includes assisting urban and agricultural water agencies obtain credit ratings and credit enhancement. Several unique transactions completed by Mr. Engelbrecht include financings for underground water storage facilities secured by third-party contracts. Michael earned his B.A. in economics from Wheaton College and an M.B.A. from the University of Southern California. Michael maintains FINRA Series 7 and 63 licenses.Michael currently serves on the board of In His Steps Ministries, Inc. in Canton, MS.
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Julia Harper Cooper, Director of Finance, City of San Jose, has over two decades of local government experience. She is responsible for the day-to-day management oversight of four divisions within the Finance Department encompassing 114 direct and indirect reports in the Accounting, Treasury, Revenue Management and Purchasing Divisions. As Assistant Director, day-to-day management includes debt management, investments/cash management, payment processing, billing, accounts receivable, delinquent tax/revenue collections, payroll, accounts payable, financial reporting, procurement services and central warehouse operations.Ms. Cooper has been intimately involved in the management of the City’s debt program since 1990 involving the issuance of over 100 debt financings totaling over $5.0 billion; with a debt portfolio including general obligation, special assessment, community facilities districts, airport revenue, sewer revenue, certificates of participation, lease revenue bonds, multi-family housing revenue and tax allocation. Portfolio includes tax-exempt and taxable debt in fixed, variable rate and commercial paper securities. She is also a Board Member of the City of San Jose’s Deferred Compensation Advisory Committee responsible for fiduciary oversight of over $500 million in employee/retiree 457 Plan contributions, and a current member of GFOA Executive Board (June 2010 – June 2013).
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Michael L. Placencia is a member of William Blair�s Infrastructure Investment Banking Group and is based in San Francisco. Mr. Placencia leads the Firm�s efforts relating to airports and transportation issuers and is part of the national Public-Private Partnership team. Mr. Placencia joined William Blair in 2009 from Merrill Lynch and has over 13 years of experience providing investment banking and advisory services to a variety of municipal transportation, airport and general infrastructure clients. He served as a lead concession advisor on the Texas Department of Transportation�s Comprehensive Development Program (CDA), TxDOT�s PPP program and was a lead team member of the winning team for the initial Trans Texas Corridor I-69 Program. Mr. Placencia is also an airport expert, having senior managed several billion dollars of airport debt with various security features including PFCs, Customer Facility Charges, General Airport Revenues, and lease revenues. Some of his airport clients have included Denver International Airport, Minneapolis-St. Paul Metropolitan Airports Commission, Atlanta Hartsfield-Jackson International Airport, Salt Lake City Airport, and Tucson Airport Authority.He has also provided investment banking services to transportation clients such as the Harris County Toll Road Authority, Fort Bend County Toll Road Authority, Metropolitan Atlanta Rapid Transit Authority, Dallas Area Rapid Transit, and the Oklahoma Transportation Authority. He has structured several federal aid revenue and grant securitizations, and developed or executed transactions involving GARVEE programs for clients including the Virginia Department of Transportation, Georgia State Road and Tollway Authority, and the State of Ohio. In addition to his transportation expertise, Mr. Placencia has also served as a general infrastructure banker for clients such as the City of San Antonio, Texas, Shelby County, Tennessee, the Texas Water Development Board, San Antonio Independent School District, Rice University, and the University of North Texas. Prior to entering the municipal finance industry, Mr. Placencia worked for the California Governor�s Office and California State Resources Agency. He received a B.A. in Economics and Political Science from the University of California at Berkeley, and an M.B.A. from the Wharton School of the University of Pennsylvania.
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Lisa Greer Quateman is the Managing Partner of Polsinelli�s Los Angeles office.� Polsinelli is one of the top 100 law firms in the country, with more than 740 attorneys in 19 cities from Los Angeles to New York.� Lisa and her colleagues in Polsinelli�s California office have extensive public finance experience, including on behalf of port, airport, utility and general governmental issuers, and for underwriters and letter of credit providers.� Lisa often advises on new programs, disclosure obligations and complex financings.� Polsinelli attorneys also have a very strong practice in health care and non-profit finance transactions.� Currently Lisa serves as pro bono General Counsel for the UCLA Alumni Association.Lisa received her Bachelor of Arts from University of California, Los Angeles, summa cum laude, Phi Beta Kappa, Dean�s Honor List, and her Juris Doctor from University of California, Los Angeles School of Law.� She is admitted to practice in California and New York.
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Tony joined Barclays Capital in 2009 from Citi, where he was a Managing Director andWestern Region Manager. He has been providing investment banking services to stateand local governments in the western states since 1983 and has structuring expertisewhich includes long-term fixed rate and variable rate revenue bonds, general obligationbonds, toll revenue bonds, sales tax backed special purpose bonds, certificates ofparticipation, lease revenue bonds and tax and revenue anticipation notes. Since 1983,Tony has senior managed over $80 billion worth of transactions including twoInstitutional Investor Deals of the Year, three Bond Buyer Deals of the Year andseveral transactions which were the first of their kind including the first taxable municipaloffering, the first foreign currency denominated municipal transaction and the first nonrecoursefinancing for a start-up toll road. Tonys list of senior managed transportationclients include the Los Angeles County Metropolitan Transportation Authority, SantaClara VTA, the San Diego Regional Transportation Commission (SANDAG), the ContraCosta County Transportation Authority, the San Bernardino Association of Governments(SANBAG), the San Diego Metropolitan Transit Development Board of Directors, theTransportation Corridor Agencies (Orange County), the Bay Area Toll Authority (BATA)and six financings for transit agencies issued through the California Transit FinanceCorporation. Tony received his bachelor's degree in Mathematics from the University ofCalifornia, Los Angeles and an M.B.A. degree in Finance from the University ofCalifornia, Berkeley. At Barclays Capital, Tony sits as a member of the Pubic FinanceOperating Committee. Prior to becoming an investment banker, Tony was a middle andhigh school math teacher.
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Rich leads a team of 170 banking professionals at U.S. Bancorp who serve the credit, capital markets and non-credit relationship banking services needs of state & local governments, 501(c)3 sector nonprofit institutions and financial institutions nationwide. These businesses serve 2,000 clients, provide $10 billion in committed credit facilities and generate over $250 million in revenue. Rich has 20 years of corporate and institutional banking, debt finance and municipal / nonprofit client sector experience. Prior to joining U.S. Bancorp in 2007, Rich spent 14 years at The Bank of New York, where he held numerous corporate and institutional banking client facing and managerial roles. Prior to BNY, Rich served in financial analyst and client coverage roles at National Westminster Bancorp and Kidder Peabody & Co. Rich holds an MBA in finance with distinction from New York Universitys Stern School of Business and a BS degree in finance with cum laude honors from the University of Pennsylvanias Wharton School of Business. He also holds FINRA Series 7 & 63 securities licenses.
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Steve Heaney is a Managing Director Stifel. With more than 35 years of municipal finance experience, he has directed billions of dollars in public offerings for a wide variety of capital improvement projects throughout California and Nevada. Mr. Heaney has been a leader in creating public financing techniques to address the infrastructure needs of both large and small development and redevelopment projects, and is a frequent speaker on infrastructure finance issues. He is currently the Vice Chairman of the Board of the Municipal Securities Rule Making Board (the �MSRB�), and a former member of the Board of Trustees for the California City Management Foundation.
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Faraz Khan is Vice President of Finance for the Seton Family of Hospitals which has 10 hospitals and over 200 employed physicians. Faraz has an MBA as well as a CPA and has worked in healthcare finance for more than 15 years. She is a Texas Health & Human Services Commission appointee to the Hospital Payment Advisory Committee. Faraz is also on the State of Texas Tobacco Settlement Advisory Committee. She serves on local boards including, Treasurer for Seton Cove and finance committee of the Indigent Care Collaboration.








