Banco Popular de Puerto Rico

With 30 years of utility experience, Heather Bailey has specialized in regulatory, transmission, and business issues. Her career includes the Texas PUC, utility transmission executive management, and consulting. Ms. Bailey also held controller, treasurer, and deputy CFO positions at the Lower Colorado River Authority (LCRA). As a utility executive at LCRA she was responsible for transmission projects, regulatory strategy, land acquisition, surveying and mapping and financial management. She was active in developing strategies to leverage assets in a regulated environment, manage costs, and establishing a separate transmission affiliate that expanded statewide. She has consulted on financial, regulatory, and utility strategy matters and has been active in the CREZ process. While working at the Texas PUC, she managed the regulatory compliance division and testified in utility rate cases. Ms. Bailey holds a BBA from Sam Houston State University and a MBA from the University of Texas. She is also a CPA.

Mr. Turner joined RETA as the Executive Director in April, 2009. Mr. Turner has 10 years of experience in the financial industry in both marketing and financial analysis. Prior to joining RETA, Mr. Turner spent 8 years with the New Mexico Finance Authority where he was the Director of Finance and Chief Financial Advisor. During that time, Mr. Turner closed more than $300 million in loans, and oversaw over one billion of other transactions. Mr. Turner earned a Bachelor of Science in Agricultural Economics/Agricultural Business and a Master of Business Administration from New Mexico State University.

Mr. Neal advises businesses and their owners on the federal income tax aspects of a broad range of matters, including mergers and acquisitions, sales, joint ventures, reorganizations, debt offerings, disputes with taxing authorities, and general business tax planning. He also regularly advises clients on tax issues relating to renewable energy projects, including production tax credits, investment tax credits and federal grants. He is a member of the Tax Council of the Virginia Bar Association.

Scott T McKillip, P.E., has twenty-two years of engineering and consulting experience and has held positions of increasing senior management responsibility within the Energy, Environment and Infrastructure Group of SAIC since 2004. He has a very diverse background in engineering and construction, spanning environmental, civil/infrastructure, homeland security, and energy-related projects within the private and public sectors. Scott currently serves as both the President of SAIC Engineering, Inc. and as a Vice President of The Benham Companies, LLC. He provides Operations Management of Design/Build programs for the Energy Services business sector. Benham is an engineering and life-cycle technology implementation firm with over 800 employees and 13 U.S. locations that serves Fortune 500 commercial and federal government customers. Benham offers a full range of capabilities in consulting, engineering, architecture and design/build, including specialized expertise in energy management, alternative fuels, process engineering, industrial manufacturing, facilities, software development and integration, and advanced visualization and communication systems. Benham was acquired by Science Applications International Corporation(SAIC) in 2007 and operates as a wholly owned subsidiary of SAIC.

Mr. Gass is responsible for the management of a portfolio of military housing bond transactions located throughout the United States.  TriMont serves as the Bondholder Representative under the bond documents that provide for the construction, renovation and operation of privatized military housing communities located on or close to military bases in the United States.  TriMont serves as the Bondholder Representative on 21 military housing bond transactions with over $5BB of bonds issued on transactions improving housing for the Air Force, Army, Marines and Navy. Mr. Gass’s responsibilities include management of the Public Finance team that reviews draft documents prior to bond closing, reviewing the closing flow of funds and monitoring compliance with bond documents terms post closing.  Typical responsibilities include reviewing flow of funds for all trust accounts, approving construction draws and operating disbursements; monitoring compliance with bond document terms/covenants and performing site inspections with the developers and construction inspectors. The TriMont Public Finance team currently has 6 full time employees and 2 part time employees.

Mr. Alpi is a principal of Pathfinder Renewables LLC, and its affiliate Pathfinder Capital Advisors, LLC, a closely-held boutique investment bank and advisory group that focuses on raising capital for companies in the energy sector through structured transactions. Since the Pathfinder group was founded in 2001, Pathfinder has raised more than $1.0 billion in capital for its clients from a variety of sources primarily relating to the monetization of tax benefits (also referred to as tax equity). Prior to joining Pathfinder, Mr. Alpi was a tax partner with the law firm of Skadden, Arps, Slate, Meagher & Flom LLP until December 2007, during which time he was the co-head of the firm’s alternative energy practice in Washington, DC. During his 21 years at Skadden, Mr. Alpi specialized in advising clients on the structuring and financing of alternative energy projects, including wind, solar, biofuels, and geothermal power projects. His clients included major utilities, financial institutions and investment funds.

Mr. Gaertner has 20 years experience in Public Finance investment banking. Mr. Gaertner has experience in financing general government, quasi-governmental and privatized infrastructure projects.  Experienced in financing general government needs, he has maintained an emphasis on real estate finance with a specialization in financing the privatization of military assets including housing and lodging. His financings have included tax-exempt and taxable municipal bonds as well as 144A corporate debt in public, private and global offerings.  He has served as lead banker for Project Finance Magazine’s “North America Public Private Partnership Deal of the Year” as well as for innovative tax-exempt issues highlighted as “Deal in the Spotlight” by The Bond Buyer.  Mr. Gaertner received his undergraduate degree with General Honors from the University of Miami and a Masters in Business Administration from Stetson University.  He is a Registered Municipal Securities Principal and a Registered General Securities Principal.

Chris Jumper is a senior director and sector head for Fitch’s Public Power Group. At Fitch Chris participates as a senior analyst in credit decisions throughout public finance with a primary focus on public power, electric cooperatives and prepaid commodity tractions. Additionally, Chris actively participates in updating existing ratings criteria and the development of new ratings guidelines. Chris was previously a Managing Director in the Global Utilities Group of MBIA’s Public Finance Division. He has extensive domestic and international experience covering investor owned utilities, project finance, public power and other revenue backed public finance sectors.Chris earned a BBA in Finance from Iona College and an MBA in Accounting from Pace University.