Banco Popular de Puerto Rico

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.

Russell Bills is an executive with over 30 years of domestic, international and Dept. of Navy experience spanning industries that include commercial real estate and investment banking, luxury home development and construction, real estate development and finance, hospitality services and capital markets and public private partnerships with DON. His primary focus has been on Public/Private Ventures privatizing Navy and Marine Corp. housing assets between the Dept. of Navy and the private sector. Most recently he has spent time negotiating with the Government of Japan and Ministry of Defense along with Guam utility and government agencies. In addition Russell holds a current SECRET Clearance with DON.

Jan Blazewski joined Raymond James on May 3, 2010.  He has originated over $11 billion in health care financings and has 26 years of experience.  Mr. Blazewski has worked on variable & fixed-rate bond issues, credit analysis, debt capacity, merger and acquisitions, asset sales, balance sheet management, and derivatives applications for all types of health care institutions. He has served as senior banker on transactions in New Jersey, New York, Maine, Maryland, Nebraska, Vermont and Rhode Island.  For the last 10 years, Mr. Blazewski worked at Cain Brothers.  He was with A.G. Edwards & Sons, Inc. from 1996-2000. He worked at Chemical Securities Incorporated from 1992 to 1996. In addition, Mr. Blazewski worked at the New Jersey Health Care Facilities Financing Authority from 1984 to 1992 as a senior project manager.  While at the Authority, he was responsible for the development, design, and implementation of public and private health care financings.Mr. Blazewski's other employment experience includes the New Jersey Bankers Association, where he managed investing and accounting activities for insurance and pension funds; and IBM Corporation.  Mr. Blazewski has a B.A. in Business Administration from Glassboro State College.  He is a member of the Healthcare Financial Management Association.

Mr. Klein is a partner at Kensington Capital Advisors, an independent derivative advisory firm representing borrowers who need advice and counsel related to interest rate, commodity and foreign exchange derivative applications. The practice is national in scope and the Company’s clients operate as non-for-profit (501c3) and municipal organizations, government sponsored entities, tax credit investors, investment banks, and both conventional and non-for-profit real estate developers.Prior to his work at Kensington Capital Advisors, Mr. Klein was a derivative specialist on Bank of America’s derivative trading desk starting in 1995. The client base served by this group encompassed indirect issuers of tax-exempt and taxable municipal debt and public finance professionals, including municipal bond underwriters, financial advisors, municipal reinvestment brokers and bond counsels. The group was responsible for all tax-exempt liability hedging such as swaps for VRDN’s and forward issued municipal bonds. In addition, the group was responsible for all derivative investment products for municipal bond proceeds including forward supply agreements, GIC’s and flexible repurchase agreements for construction funds, reserve funds, debt service funds, escrows, etc.Mr. Klein joined Bank of America (formerly NationsBank) in 1993, after two years with PNC Financial Corporation in the Investment Management and Trust Division. In 1995, Jeff began with the Interest Rate Risk Management Group after working for two years as an analyst in the Bank’s Corporate Finance Department focusing on relationships throughout the southeast and also within industry groups such as Forest Products and Textiles. Mr. Klein’s educational accomplishments include a BS in Business Economics and International Finance from Brown University (1990) and the Danish International School of Business in Copenhagen, Denmark (1988). He has received his series 6, 7 & 63 securities licenses as well as the Chartered Financial Analyst™ (CFA®) designation.

Mr. Bond serves as Managing Director of BLX’s New York office. In addition to overseeing the day-to-day activities of the BLX professionals located in New York, Mr. Bond is responsible for BLX’s Post-Issuance Tax Compliance practice group. Mr. Bond has been a featured panelist at numerous conferences discussing the importance of post-issuance tax compliance reporting requirements for 501(c)(3) nonprofit organizations. Mr. Bond has personally served as project manager for many of BLX’s largest clients including the Art Institute of Chicago, Cal Tech, Dartmouth, and the School of American Ballet.Mr. Bond is a graduate of Southern Methodist University where he received a BA in Finance. He is a registered investment advisor representative, holding a FINRA Series 65 license.

A partner in the Public Finance Department, Eileen Heitzler focuses her practice on municipal finance matters, serving as bond counsel, underwriters counsel, issuer’s counsel and bank counsel in a broad variety of financings. Her experience includes general obligation notes and bonds, revenue obligations, variable rate multimodal debt, derivative products, single- and multi-family housing bonds, and financings for colleges, universities, cultural institutions, hospitals, and other nonprofit entities.Ms. Heitzler has been involved as bond counsel, underwriters’ counsel or institution's counsel with respect to bonds issued to benefit such cultural institutions as The Museum of Modern Art, the American Museum of Natural History and Carnegie Hall; such educational institutions as Cornell University, New York University, Rockefeller University, Catholic University and University of Vermont; such health care organizations as Memorial Sloan-Kettering Cancer Center, North Shore University Hospital, and Fletcher Allen Health Care, Inc. and such other not-for-profit organizations as United Jewish Appeal - Federation of Jewish Philanthropies of New York, Inc. and The Nature Conservancy. She has also participated in financings for projects providing hundreds of units of affordable housing. Ms. Heitzler regularly serves as bond counsel or underwriters’ counsel for a variety of issuers in New York State, including the Dormitory Authority of the State of New York, the New York State Housing Finance Agency, the New York City Housing Development Corporation and the Trust for Cultural Resources of the City of New York.Before joining Orrick, Ms. Heitzler was a partner at Webster & Sheffield in New York.