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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    Ed Oswald, a partner in the Washington, D.C., office, is a member of the Tax Group. Mr. Oswald's practice concentrates in the taxation of municipal finance including healthcare, public power, higher education and nonprofit issues, housing financing, refinancings and arbitrage matters.Mr. Oswald's practice also includes advising on post-issuance tax compliance matters including working with non-profit borrowers of tax-exempt bonds on new IRS Schedule K annual reporting matters.     He served in the Office of Tax Legislative Counsel at U.S .Treasury Department, where he developed policy, legislative initiatives and regulations affecting public finance and structured finance.

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    Mr. Roggenburg’s career has spanned more than 26 years in the municipal market, including public finance investment banking, municipal derivatives marketing and structuring, and credit enhancement. Prior to co-founding Cityview, an independent financial advisory firm, he spent nearly two decades at Goldman Sachs, JPMorgan and UBS Securities. He managed the issuer-side municipal derivative marketing effort at UBS and JPMorgan, which included not for profit institutions and state and local governments. He also spearheaded product development and capital markets solutions at JPMorgan. At Goldman Sachs, prior to his role in derivatives marketing, Mr. Roggenburg served as a public finance investment banker focusing on the University of Minnesota, Vanderbilt University, North Shore - Long Island Jewish Health System, The City of New York and related entities, and other not for profit healthcare and higher educational institutions. Mr. Roggenburg has implemented some of the more innovative financial structures in the municipal market, including the first inflation-indexed tax-exempt bonds (Muni CPIs) for the City of Orlando, Florida. Mr. Roggenburg was a founder of Connie Lee. Authorized by an act of Congress in 1986, Connie Lee was established as the only AAA-rated bond insurer specifically chartered to target the higher education and teaching hospital 501(c)3 market. He came to Connie Lee from an affiliate of MBIA and assisted in the start-up of other monoline guarantors.Matt is the past chairman of SIFMA’s Municipal Financial Product Committee and was a founding member of GASB’s task force for its newly-developed derivative accounting standards. He is frequently invited to speak at industry conferences.Mr. Roggenburg earned a Bachelors of Science in Economics from The Wharton School of the University of Pennsylvania.

  • Laura Powell, Executive Director in J.P. Morgan's Higher Education/Non-Profit Group, has more than 11 years of investment banking experience, with a particular focus on higher education and non-profit issuers. Ms. Powell has executed more than $15 billion in tax-exempt and taxable financings for a wide range of clients, including private colleges, public universities, cultural institutions, and foundations. Her higher education and non-profit experience also includes research and management positions with Espiritu Santo University in Ecuador, the University of Texas at Austin, the Fulbright Scholars Program and the Brookings Institution/The World Bank. Ms. Powell received a B.A. in the Political Economy of Development from Stanford University, an M.S. in Community and Regional Planning from the University of Texas at Austin and an M.B.A. in Finance from Columbia University. She is a Board Member of the San Antonio Parks Foundation.

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    Roger L. Davis is partner in the San Francisco office and Chair of the Public Finance Department, which for most of the last two decades has ranked as number one both as bond counsel and underwriters counsel for state and local government bonds throughout the United States. He is also partner in charge of ancillary businesses, which includes Bond Logistix LLC, a leading provider of arbitrage rebate compliance, investment and swap advisory, continuing disclosure and other post-bond issuance compliance services.Mr. Davis has been Public Finance Department Chair since 1981 and has presided over the growth of Orrick's public finance department from 12 lawyers in San Francisco to more than 90 public finance and tax attorneys in San Francisco, New York, Los Angeles, Sacramento, Seattle, Portland and Washington, D.C. As Chair, he has responsibility for planning, direction and standards of practice for public finance in all Orrick offices.Mr. Davis spends most of his time maintaining a substantial practice in public finance, and is lead counsel on an average of more than 40 transactions a year. He has served as bond counsel, underwriters counsel, disclosure counsel, borrower counsel, bank counsel, derivatives counsel, and other roles in more than 900 transactions involving virtually every type of state and local governmental obligation in most of the western states and several Pacific islands.Mr. Davis also frequently speaks and writes on matters related to public finance, develops new financial products, and drafts legislation enacted in several states and territories to facilitate borrowing by public entities for a wide variety of projects and programs.

  • Joe Fielding is a partner at Bain & Company.

    Joe Fielding is a New York-based partner at Bain & Co.

    March 14