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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Mitchell Rapaport has been a partner in the Washington D.C. office of Nixon Peabody since 1995. Before joining Nixon Peabody, Mitchell Rapaport a partner with Mudge Rose Guthrie Alexander & Ferdon. He spent his early career with the Internal Revenue Service in the Office of the Chief Counsel, Legislation and Regulations Division, and more recently in the Department of the Treasury, Office of Tax Policy. During his time at the Treasury, Mr. Rapaport assisted in drafting the proposed private-activity bond regulations, the arbitrage regulations, and the rules relating to changes of use of bond-financed facilities and management contracts.Mr. Rapaport has participated in a wide variety of tax-exempt financings, including numerous refunding transactions,�public power transactions, stadium and convention center transactions, and education, multifamily housing and solid waste disposal financings, and he has provided advice in a number of privatization transactions. Mr. Rapaport has also worked on a variety of legislative and regulatory matters. Mr. Rapaport is involved with a number of IRS audits in areas that include solid waste disposal facilities and natural gas prepayments.�In addition, Mr. Rapaport has assisted a number of clients on legislative and regulatory matters, including the Government Finance Officers Association, the Large Public Power Council, and the Regional Bond Dealers Association.� Mr. Rapaport has also represented a number of clients in connection with IRS audits, including issuers, underwriters and other market participants.� With�over 25 years of experience in the tax aspects of public finance transactions, he is nationally recognized in his fieldMr. Rapaport is an active member of the National Association of Bond Lawyers, having served as Chair of the Association’s General Tax Matters Committee and of its Washington Seminar.
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Mr. Marz principal responsibilities for Hilltop Securities Inc., and First Southwest Asset Management, Inc are in the credit and rate risk management space. Additionally, in his leadership role as Head Risk Officer within the capital markets area, Mr. Marz also oversees the Structured Finance Department, which includes working within the mortgage space, State Housing Agencies and Structured Products groups, Mr. Marz is provides expertise as an advisor on macro, strategic and tax issues surrounding governmental and non-profit entities. � �ProfileHas more than 30 years experience in capital markets, asset based financing, structured products, derivatives.Joined First Southwest in 1993.Has principal management responsibility for the firm’s Capital Markets risk management, Housing and Structured Finance Group, and is a member of the investment committee for First Southwest Asset Management, Inc.�Serves as a member of the Firm's executive committee and as a Director of First Southwest Asset Management, Inc.'s investment committee.Prior to joining First Southwest, served as a managing director for institutional fixed income at Bear Stearns & Co.Previously, he served as a fixed income Mortgage Product Manager for Goldman Sachs & Co., in both Dallas and New York.Is a co-editor with Dr. Frank J. Fabozzi, on The Handbook of Non-Agency Mortgage-Backed Securities.Married lives in Dallas, Texas has 3 adult children living in New York, Colorado and Texas�
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After graduating Princeton in 1949, Jim Lebenthal took the glamour road with dream jobs at Life Magazine, NBC, Disney, Y&R, and Ogilvy & Mather. He joined the family municipal bond business in 1963 at age 35. That was before landlords in the South Bronx started walking away from buildings that were worth less than the bills for back taxes. It was before NYC began borrowing for daily operating expenses. It was before the City declared a moratorium" on the repayment of $1.6 billion municipal notes, and before the flag touched the ground in Washington, Oregon, and Idaho, the home states of the Washington Public Power Supply System. It was also before inroads were made on the hallowed exemption of munis from the federal income tax. Municipal bonds still had 25 glorious years to go before the Supreme Court would knock tax exemption off its constitutional high horse and rule in South Carolina v. Baker that municipal bonds were tax free only by the grace of Congress and not by any constitutional right.Appearing in Lebenthal & Company radio and TV commercials, Jim applied the same explicatory skills that he once had used to IBM mainframe computers on the map, to putting tax free municipal bonds within the reach and comprehension of the individual investor. And for his pains, Jim has won lifetime achievement awards from the National Federal of Municipal Analysts and The Bond Market Association (predecessor to SIFMA) Jim temporarily retired in 2006, when Lebenthal's parent company, Advest was sold to Merrill Lynch.He returned to the municipal bond business 3 years ago as co-founder with daughter Alexandra Lebenthal of the new broker/dealer Lebenthal & Co., LLC and their new Wealth and Family Office Management firm, Alexandra & James.Jim is the author of "Confessions of a Municipal Bond Salesman" (John Wiley & Sons, Inc. Publisher) and "Lebenthal On Munis - Straight Talk About Tax-Free Municipal Bonds for the Troubled Investor Deciding, 'Yes...' or 'No!'" (Morgan-James Publishing LLC) "
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Peter Coffin is President and Portfolio Manager at Breckinridge Capital Advisors, a Boston-based fixed income investment manager with over $24 billion in assets under management. Peter has over 30 years of experience in the investment industry. Before founding Breckinridge in 1993, Peter was a Senior Vice President with Massachusetts Financial Services (MFS), where he managed municipal bond portfolios and served on the MFS Fixed Income Policy Committee. As a committee member, he shared oversight of all the firm’s fixed income strategies. Peter began his career as an analyst, first in the Bond and Money Market Group of the Connecticut National Bank, and then in Aetna’s Bond Investment Division. Peter received a BA with honors in classical studies from Hamilton College in 1982 and serves on the college’s Board of Trustees. He also serves on the board of The Trustees of Reservations and is President of the Frontier Nursing University Foundation. Peter was previously on the board of the Forum for Sustainable and Responsible Investment (US SIF) and the Municipal Securities Rulemaking Board (MSRB). Peter recently received an FSA Credential from the Sustainability Accounting Standards Board (SASB), which seeks to develop and disseminate sustainability accounting standards that help public corporations disclose material, decision-useful information to investors. Peter speaks regularly at conferences on topics related to the management of fixed income portfolios and sustainable investing, and his commentary on those subjects is often reported in the press.
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Ted Molin is a Managing Director at RangeMark Financial Services, Inc. He is responsible for business development in connection with RangeMarks public finance strategic initiatives. Prior to joining RangeMark, Mr. Molin served as a First Vice President, Public Finance - West Region, at Ambac Assurance Corporation from 2000 to 2009, where he was responsible for public finance deal origination, pricing and market relationships in the western half of the United States, with a particular focus on higher education, land-based, lease-backed and transportation financings. Previously, Mr. Molin was a Vice President in the companys Public Finance - South Region from 1999 to 2000, with similar responsibilities. He served as Vice President and Assistant General Counsel in the Specialized Finance Group from 1995 to 1999 and Vice President and Assistant General Counsel in the Municipal Financial Services Group from 1990 to 1995. In both capacities he had primary legal responsibility for a broad range of financial transactions. From 1981 to 1990, Mr. Molin was an attorney at the law firm of Hawkins, Delafield & Wood in New York, NY, where he served as bond counsel and underwriters' counsel in public finance transactions. Mr. Molin graduated cum laude from Amherst College in 1978 and from the University of Virginia School of Law in 1981. He is a member of the Municipal Analysts Group of New York, the National Federation of Municipal Analysts and the New York State Bar Association.
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Bill is the head of Ipreo’s Global Markets Group, which includes all of our Capital Markets and Research Sales & Trading products and services. �Bill is also responsible for all of Ipreo’s global content and analytics, including the collection and quality control of the decision tools and high-end analytics integrated into all of our product offerings. Bill comes from i-Deal, which he joined in 2006. Previously, Bill was a partner in the Carson Group, where he created many of the industry standard analytical tools still in use today. After Carson Group was purchased by Thomson Financial in 2000, Bill served as EVP and Head of Analytical Services for Thomson Financial’s Corporate Group. Bill holds a BS from the University at Buffalo and an MBA with a concentration in Finance from Baruch College.�
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Jim Moncur is a Deputy Director in the Mayors Office for the City of Houston and in that capacity is responsible for debt management. Prior to that Mr. Moncur served as Deputy Controller for the City and managed the citys investments, debt and banking. He previously worked for the Metropolitan Transit Authority of Harris County, and prior to that various corporate organizations. Jim has also served as an elected official as a Council Member and Mayor Pro-tem for the City of Clear Lake Shores, and has been active in a number of community organizations involving parks, green space and economic development. Jim has an MBA Finance from Wayne State University, and holds the CFA designation (Chartered Financial Analyst).
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Mr. Watkins was appointed by the Governor and confirmed by the Cabinet as Director of the Division of Bond Finance in July of 1995 and has served under four Governors.� The Division of Bond Finance is responsible for issuing bonds for the State of Florida and advising on other debt management policies for the State.� The Division administers bonding programs for the Departments of Education, Transportation, Environmental Protection, and Management Services as well as borrowings for the State University System, Florida Turnpike System and the Florida Hurricane Catastrophe Fund.� The Division is also responsible for allocating the private activity bond volume cap, maintaining a local government reporting system for bond issues, calculating federal arbitrage rebate liabilities and developing a system to insure compliance with the SEC’s secondary market disclosure requirements.�Prior to joining the Division, Mr. Watkins practiced law with Sutherland Asbill & Brennan in Atlanta, Georgia.� His practice area was concentrated in public finance.�EDUCATIONB.S., Accounting, AuburnUniversity, 1979; former CPA with Peat MarwickJ.D., University of Florida’s College of Law, 1984; member State Bars of Florida and Georgia since1987PROFESSIONAL ACTIVITIESFormer Board Member and Vice Chairman of the Municipal Securities Rulemaking BoardGovernment Finance Officers Association – Executive Board Member and former Chairman of theCommittee on Governmental DebtNational Association of State Treasurers/State Debt Management NetworkNational Association of Bond LawyersMunicipal Code Corporation BoardTall Timbers Research and Land Conservancy Board�





