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.
-
Tim Coffin is vice president and manager, Municipal Finance for Fidelity Capital Markets (FCM) the brokerage and trading division of Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Mr. Coffin joined FCM in early 2007 and is responsible for establishing and managing the firm�s presence in the municipal banking market to help meet the growing investment needs of Fidelity�s brokerage clients. Prior to joining Fidelity in 2007 with over 20 years of municipal bond experience, Mr. Coffin was president of the New England regional municipal bond firm, Corby Capital Markets � a fully disclosed correspondent of National Financial Services LLC (�NFS�), Fidelity�s clearing firm. In addition to his background working with municipal issuers, Mr. Coffin acted as vice president, Institutional Sales with both RBC Dain Rauscher and Donaldson Lufkin & Jenrette. Mr. Coffin received his bachelors degree from Hobart College and acts as a Governor of the Municipal Bond Club of Boston. He currently holds FINRA (formerly NASD) Series 7 Series 63, 65 and 24 certifications.
-
Alex Fraser heads the Standard and Poors office in Dallas, Texas. Previously, he led the state and local government ratings team serving the southwestern region with an analytical focus on bonds secured by tax pledges or dedicated revenues. He has served on the rating committees for the states of Texas, California, Louisiana, Tennessee, Mississippi, and Arkansas, among others. Alex has been a board member of the Southern Municipal Finance Society since 2003 and served on the Board of Governors of the National Federation of Municipal Analysts from 2004-2009.Before joining Standard & Poors in 1992, Mr. Fraser was a Senior Budget Analyst with the City of New York where he oversaw the citys Economic Development capital plan and the operating budgets of several related agencies. Mr. Fraser holds a Master of Public Administration degree from Columbia University and a B.A. in Government from Hamilton College in Clinton, NY.
-
John F. Dragovits serves as Executive Vice President and Chief Financial Officer of Parkland Health & Hospital System.Before joining Parkland, he served as Vice President of the Cerner Corporation in Kansas City, Missouri. Prior to that, Dragovits was with Children's Medical Center of Dallas. From 1992 to 2003, he served as Executive Vice President and Chief Operating Officer. In addition, he served as Senior Vice President and Chief Financial Officer at Children's from 1986 to 1992. Prior to that, Dragovits worked at Deloitte in Dallas from 1981 to 1986.He served in the U.S. Navy from 1977 to 1981 as a Naval Officer. He is a Certified Public Accountant and holds a master's degree in accounting and a bachelor's degree in economics from Rice University in Houston.He is a member of several professional organizations, including Healthcare Financial Management Association, Healthcare Information and Management Systems Society, Dallas Chapter of Texas Society of CPAs, Texas Society of Certified Public Accountants and American Institute of Certified Public Accountants.
-
William Bill Gimson is the Executive Director of the Cancer Prevention and Research Institute of Texas (CPRIT). Mr. Gimson brings 35 years of program and administrative experience with the Centers for Disease Control and Prevention (CDC) in Atlanta, Georgia, from where he recently retired as the Chief Operating Officer. At the CDC he had oversight for more than 15,000 employees and an annual budget in excess of $10 billion and worked in partnership with the CDC director and executive leadership to implement a number of strategic initiatives, including re-engineering CDCs administrative and organizational structure. Gimson, among other accomplishments, developed the first ever performance measures of CDCs business indicators, executed an almost 4 million square foot capital improvement plan totaling $1.6 billion dollars, improved agency security and continuity of operations following 9/11, and assisted CDC and the Nation in preparing for an outbreak of pandemic influenza. Mr. Gimson was one of the first CDC employees to travel to Iraq in 2005, and then later in early 2007 under a USAID-funded project to provide technical assistance to the Ministry of Health in strengthening performance management for the Government of Iraq. He subsequently volunteered to serve from December 2007 through May 2008 on a U.S. Department of State Provincial Reconstruction Team (PRT) as the health section team lead and was assigned to Contingency Operating Base, Speicher (100 miles northeast of Baghdad). The PRT was paired with the 1st Brigade Combat Team of the 101st Airborne Division (the Screaming Eagles). As the only civilian assigned to the health section, he lead a team of Civil Affairs Army Reservists working closely with the Iraqi Directorate of Health for the Province of Salah ad Din increasing access to healthcare for Iraqi citizens, forming a province-wide coalition to prevent cholera and helping cosponsor the largest conference of Iraq and U.S. health professionals to be held in the northern provinces of Iraq up to that time.As CPRITs executive director, Mr. Gimson is responsible for working with the CPRIT Oversight Committee to create and implement a strategic vision designed to enable the Institute to make its mark in the fight against cancer. He is also charged with developing and managing a new team a dream team of scientific, executive and operational staff that will develop the processes for soliciting, awarding and monitoring the performance of the very best prevention and research projects in the field. Mr. Gimson and the CPRIT team are currently focusing on an impartial review process directed by top scientists from outside of Texas to distribute taxpayer dollars; funded projects will be innovative and critically important to the field; the entire research spectrum will be supported basic, translational, clinical and prevention with the goal of fundamental discoveries that can be put into practice; ten percent of all funding will be directed at innovative and unique prevention services to help Texans; and new, superb talent will be recruited to the state.Mr. Gimson, who spent his formative years in Texas (Dallas & Houston), holds a masters degree in business administration from Duke University and a bachelors degree from the University of Wisconsin-Milwaukee. Bill and his wife, Susana have three children, William, Alex, and Gabrielle.
-
Doug joined the San Antonio Water System (SAWS) in 2005 after holding key management positions with UtiliCorp United, United Energy in Australia, and Black and Veatch.� SAWS is a $5 billion utility which provides water and wastewater services to over one million consumers in the San Antonio area. As Sr. VP/CFO, Doug is responsible for the overall financial operations of the organization including direct responsibility of the company�s treasury, finance, accounting, purchasing, supply, and information systems activities.He is a CPA and holds an MBA from the University of Missouri-Kansas City and a BS from the University of Kansas.� Doug has previously served on a number of Boards including the San Antonio Chapter of Financial Executives International and the Greater San Antonio YMCA.
-
Bob Griffo is a Supervisory Tax Law Specialist in Compliance and Program Management for Tax Exempt Bonds at the Internal Revenue Service. He is involved in the Voluntary Compliance Program and the Technical Education Program for tax-advantaged bonds. He is a Group Manager and the Team Leader of the Financial Restructuring Compliance Team. Prior to joining the Service in June 2009, he was in private law practice for over twenty seven years with a special emphasis on federal income tax matters related to public finance. His prior law firm experience in Washington, D.C. and Dallas included obtaining legislative provisions, regulation provisions, and private letter rulings for public finance clients.He received his J.D. from Case Western Reserve University School of Law and his LL.M. in Taxation from New York University.
-
Rodney Ellis was elected to the Texas Senate in 1990. During his tenure, Senator Ellis has earned praise as a leader on economic development, education, civil rights, responsible environmental policy, tax cuts for the middle class, criminal justice, and workforce development issues.Senator Ellis has passed over 500 pieces of legislation. One of his most notable accomplishments includes passage of the TEXAS Grant program, which has disbursed almost $1.8 billion in tuition and fees to over 207,000 students. The program continues to educate students for the improvement of the Texas workforce.Senator Ellis also passed a middle class tax relief bill that created a 3-day sales tax holiday and provided businesses franchise tax relief for job creation, capital investment, and research and development. The bill has saved taxpayers over $3.6 billion--$2.7 billion in sales tax savings on several items, including energy efficient appliances, back to school items, and nonprescription medicine--and over $827 million in franchise tax savings for job credits, research and development credits, and small business credits.Most recently, Senator Ellis passed an amendment to create a green jobs development and training program to help Texans prepare for employment in the burgeoning green technology industry and to usher the state of Texas into a environmentally responsible and secure future.
-
Corrine Steeger is Assistant Director/Treasury Manager in the City Controllers Office, City of Dallas. Her responsibilities include supervision of the Citys treasury operations, including banking, investments, debt management, and deferred compensation plan administration. Corrine has also served as Treasury Manager for the City of Arlington, City Treasurer of Austin, and Associate Director for the Center for Public Management, a division of the Department of Public Administration at the University of North Texas. The Center for Public Management provides professional development programs for public sector officials and administrative services for organizations serving the public sector. Corrine currently serves as a board member of the Government Finance Officers Association of Texas and is an honorary lifetime member of the Government Treasurers Organization of Texas. She has actively promoted the passage of legislation to improve public funds management in Texas, often testifying before the State Legislature on these issues. She frequently speaks and writes on public funds management and has provided the investment training required by the Public Funds Investment Act for the Texas Municipal League, the Government Finance Officers Association of Texas, the Government Treasurers Organization of Texas, the Texas Water Conservation Association, and the Texas Higher Education Coordinating Board.Corrine received B.A. and M.A. degrees in Government from the University of Texas at Austin and an M.B.A. in Finance from Columbia University.
-
Peter Bianchini, located in San Francisco, serves as the senior municipal strategist for Mesirow Financial�s Institutional Sales and Trading department. He has more than 25 years of experience in the industry and is responsible for credit research support for the Global Markets Division. Prior to joining Mesirow Financial, Peter was a managing director and the head of West Coast Origination at XL Capital Assurance. Before that, Peter was a vice president at Charles Schwab, where he was responsible for research and analytical support for 10 municipal funds, totaling approximately $21 billion under management. Peter began his career in Public Finance at Standard & Poor�s in NY and San Francisco, working on a broad range of credits including Transportation, Infrastructure, Not-For- Profit and General Government. Peter is very involved in industry organizations, including the National Federation of Municipal Analysts, which he chaired in 2002 and the Society of Municipal Analysts. He holds many professional achievements, notably the National Federation of Municipal Analysts Meritorious Service Award (May 2005) and multiple-year recognition as a First Team or Second Team All-Star by Smith�s Research & Ratings Review. Peter earned his Bachelor of Science degree and Masters of Business Administration degree from New York University.
-
Paul is a partner in the Washington, D.C. office of Bracewell.� Paul’s career has intertwined with the SEC’s regulation of the municipal market from the very beginning, when as a young lawyer in the SEC’s Division of Enforcement he participated in preparing the SEC’s September 1977 and 1979 Staff Reports on New York City.� After practice as a securities, project finance, and bond lawyer in New York and Boston, �Paul returned to the SEC in 1994 to work for Chairman Levitt and serve as the first Director of the SEC’s Office of Municipal Securities. During that time, he participated in drafting the continuing disclosure amendments to Rule 15c2-12, oversaw SEC activity relating to Orange County California and advised the Commission on institution and settlement of over 100 enforcement actions in the municipal securities market.�Today, Paul defends states, local governments, and their officials, brokers, dealers, municipal securities dealers, municipal advisors, and their officers and employees, as well as individuals in investigations and enforcement proceedings by the SEC, Department of Justice, FINRA, and states Attorneys General.� Paul also serves as Counsel to a NRSRO, or Rating Agency, on regulatory and enforcement matters.� He advises clients on compliance with SEC and MSRB regulations, and corporate governance matters, conducts internal investigations, and serves as special disclosure counsel in securities transactions.Paul received the "Chairman's Award for Excellence" for his work in developing the amendments to Rule 15c2-12, while at the SEC, and received "The National Federation of Municipal Analysts�Industry Contribution Award" in 2001. Paul is listed in The Best Lawyers in America� in securities law, 2005 - 2010; in corporate governance and compliance law, 2006 -�2010;�and public finance law, 2005�- 2010.� Additionally, he is listed in Who's Who and What's What on Wall Street, Who's Who in America, Who's Who in American Law,The Lawdragon 500 Leading Lawyers in America 2005 edition, and Washington D.C. Super Lawyers 2007 for securities and corporate finance.Paul is frequently interviewed and quoted as an authority on securities regulation in international news media including The National, FTSE Global Markets, BBC News, The Business Times Singapore, and The Singapore American, as well as U.S. media, including The New York Times, The Wall Street Journal, Bloomberg News, the Associated Press, Reuters, and The Bond Buyer.
April 4











