Banco Popular de Puerto Rico

Alan D. King is the Director, Energy Partnerships in the Office of the Assistant Secretary of the Army for Installation and Environment. In this role Mr King has oversight of all renewable and alternative energy projects that are executed under a Public Private Partnership. He guides the Army’s approach to energy projects and partnerships without negatively impacting core training and readiness missions of the installation. Mr King started working this position 1 March 2010. Mr. King has 27 years of experience as a governmental service employee with intimate knowledge of Department of Defense, installation hierarchy, installation management and strategic planning processes. Mr King has served on the Army Staff as a Program Manager in the Office of the Assistant Chief of Staff for Installation Management where he was one of the co-founders of the Enhanced Use Lease program. Mr King interfaces with congressional staffers on the benefits of private sector development on federal properties.

Mr. Caputo has real estate development and asset management responsibilities for Clark Realty.  Since joining Clark in 2000 he has been involved in the development and acquisition of approximately $750 million of real estate and the asset management of its $4.0 billion military and market rate housing portfolio.Prior to joining the Clark Realty team, Mr. Caputo was a Senior Vice President with a large Chicago-based real estate property management and development company where he was involved in development, acquisitions and property management operations.

David Rozen is the Vice President of Finance for Picerne Military Housing and has over 15 years of Fixed Income and Real Estate Development Experience. Since joining the company in 2004 he has been responsible for all financial aspects of Picerne’s nearly 20,000 unit portfolio including the $1.4 billion in debt outstanding and $700 million in invested capital. His extensive Military Housing background includes the procurement and acquisition of over 12,000 units, raising $675 million in private placement and municipal financing, and multiple restructurings and workouts.Prior to joining Picerne, he worked as a Senior Vice President for a major real estate developer in Silicon Valley. In this role he was responsible for project financing and refinancing in both commercial and residential real estate. For 5 years prior to that, David was an Institutional Fixed Income Trader of Municipal Securities for Fidelity Investments. Mr. Rozen holds both a BA and an MBA from Boston University with a concentration in Finance.

James has held Municipal Sales related roles for 30+ years, mostly with Lehman Brothers (1987-2008).   He co-led the marketing effort for Municipal Structured Products at Lehman Brothers from 2004-2008. For the last 10 years, James has been focused more on structured transactions, such as Military Housing.James has an undergraduate degree from Princeton University.

Chetan Marfatia is the founder of Fixed Income Investors Credit Services. Mr. Marfatia’ goal in launching FiiCS is to create an independent credit, structuring and advisory company offering comprehensive analysis and insight into the Military Housing Privatization sector. Mr. Marfatia, who has 22 years of experience in the taxable and tax-exempt affordable housing finance industry, including the last 12 years at Ambac Assurance Corp., was an instrumental player in the development of the Military Housing Privatization sector over the past decade. While at Ambac, Mr. Marfatia successfully structured $8 billion in financings in the military housing sector, involving over 50 separate military installations across all service branches. He maintains extensive, longstanding relationships with industry participants, including developers, investment bankers, property managers, construction consultants, and loan servicers, providing FiiCS with virtually unfettered access to sources of information regarding industry trends and financial and operating disclosure.Prior to launching FiiCS, Mr. Marfatia was a Managing Director at Ambac Assurance Corp. and Head of their Housing Finance Group. Mr. Marfatia’ primary expertise is in assessing credit risk and structuring transactions in the military housing sector. Mr. Marfatia is also an authority at evaluating credit risk for a variety of other structures, such as mortgage revenue bonds secured by whole loan pools or Federal agency mortgage-backed securities, privatized student housing bonds for colleges and universities, FHA-insured, Section 8-subsidized multi-family housing bonds and affordable housing bonds. While at Ambac, he was responsible for credit and underwriting analysis, transaction origination and all marketing relationships within the above noted sectors. In total, Mr. Marfatia oversaw a portfolio of approximately $11 billion in the Military Housing, Affordable Housing and State Agency Housing sectors. Mr. Marfatia developed Ambac’s risk criteria in the Military Housing Privatization sector which was utilized in the underwriting of all their financings.Prior to joining Ambac in 1998, Mr. Marfatia worked as an investment banker in the municipal finance industry. For four years he was a Vice President in the Municipal Bond Department at Lehman Brothers and for two years he was an Analyst in the Public Finance Division at Donaldson, Lufkin & Jenrette. As an investment banker in municipal finance, Mr. Marfatia has significant transactional experience with a wide range of municipal housing issuers across the country. Mr. Marfatia also spent four years at MBIA from 1988 to 1992.Mr. Marfatia holds a Bachelor of Arts in Economics and History from the State University of New York at Stony Brook.

Mr. McGough manages BMO Capital Markets not for profit healthcare investment banking practice.  Mr. McGough is directing and implementing the structuring and delivery of investment banking products and services to clients across the nation.  Over the course of his career, he has been responsible for a variety of tax-exempt and taxable healthcare financings in excess of $10 billion including virtually every type of cash market and derivative structure.  Mr. McGough has also provided financial advisory services ranging from long-term capital market planning to debt capacity, mergers and acquisitions and asset-liability management.Mr. McGough recently completed transactions for the University of Chicago Medical Center, Catholic Healthcare Partners, Cincinnati Children’s Hospital, All Children’s Medical Center, Sarasota Memorial Hospital, Northwestern Memorial Hospital, Evanston Northwestern Healthcare, Scripps Health, University of Maryland Medical System and Elmhurst Memorial Healthcare among others.Prior to joining BMO Capital Markets, Mr. McGough led the healthcare investment banking practice at RBC Capital Markets and Banc One Capital Markets and was a senior investment banker at JP Morgan & Co. prior to that.  Mr. McGough also practiced law with a national law firm in the areas of securities, tax and bond law.A graduate of Bradley University, Mr. McGough received his juris doctorate degree from Northern Illinois University.  

Prior to founding Melio & Company LLC, Mark Melio had been an investment banker with J.P. Morgan since 1997. Most recently, Mark served as Head of Investment Banking for J.P. Morgan's Tax-Exempt Capital Markets Group. In this capacity, he directed all of the investment banking services that J.P. Morgan provided to its state and local government, energy, transport, housing, healthcare, higher education and other not-for-profit clients. Prior to this position, Mark was the head of J.P. Morgan�s not-for-profit healthcare, higher education, cultural and mid-tier investment banking groups. Before joining J.P. Morgan, Mark spent nearly 10 years in the healthcare and higher education investment banking group at Goldman Sachs & Co. In the early to mid 1980�s, Mark was a healthcare consultant and auditor with Touche Ross & Co. (now Deloitte).Mark received an M.S. in Management & Policy Analysis from Carnegie-Mellon and a B.S. in Economics from the Pennsylvania State University. He is a Certified Public Accountant. Mark is also a FINRA Registered Securities Principal, Municipal Principal, and a Financial and Operations Principal. He serves on the Investment Subcommittee for Trinity Health.Mark is based in Chicago. He can be reached at 847.441.2900, and can be contacted via email at mark@meliocompany.com.