Banco Popular de Puerto Rico

Jon Schotz has 30 years of distressed investing and financial advisory experience, most notably in areas of distressed tax-exempt credits. Mr. Schotz is co-managing partner and serves as co-portfolio manager for Saybrook’s Municipal Opportunity Funds. In 1990, Mr. Schotz co-founded Saybrook. Mr. Schotz served as the financial advisor to the Orange County Investment Pool Creditors’ Committee and helped lead Saybrook’s team that restructured and disposed of more than $2 billion in letter-of-credit portfolios. Prior to founding Saybrook, Mr. Schotz was responsible for opening the Los Angeles office of Ehrlich Bober & Co., Inc. Upon his departure, he was Executive Vice President, a member of the Management Committee and a member of Ehrlich Bober’s Board of Directors. Mr. Schotz received his BA and MPPM degrees from Yale University.

He is a business owner, and the founder and benefactor of The Saluda Charitable Foundation. The State Treasurer is the "private banker" for South Carolina. He is responsible for the investment, cash management, and safekeeping of the State's general and restricted funds and the assets of the South Carolina Retirement Systems. The Treasurer is the Vice Chairman of the State Budget & Control Board. The Budget & Control Board [Agency] is at the core of South Carolina's State Government, handling functions such as: the South Carolina Retirement System, State Procurement, State Insurance Programs, The Budget Office, State Auditor's Office, State Human Resources' Office, General Services, the Budget Office and the State Technology Office. The Treasurer is a member of the South Carolina Retirement System Investment Commission, which manages the system's approximately twenty-five billion dollar investment pool. The South Carolina Retirement System Investment Commission's goal is to maximize the return of the system's assets while safeguarding capital for it's retirees. The Treasurer is the custodian of these funds. The Treasurer is the Chairman of the State Board of Financial Institutions. The Board supervises financial institutions under its jurisdiction through the Bank Examining Division and supervises mortgage originators and lenders, finance companies, pay day lenders, and title lenders through its Consumer Finance Division. The Treasurer is the Vice Chairman of the South Carolina Tobacco Authority. The South Carolina Tobacco Authority administers the tobacco settlement funds. The Treasurer is the custodian of these funds. The Treasurer is the Vice Chairman of the South Carolina Education Authority. The Treasurer is the custodian of the Authority's funds. Away from the office, the Treasurer is busy serving others. In 2000, he founded and is the benefactor of The Saluda Charitable Foundation. The Foundation focuses its giving on the education, nutrition and medical care of children, especially those with disabilities. Saluda Charitable has served more than 300,000 meals, built a church, renovated schools and hospitals, sponsored medical missions and food pantries.

Mr. Zucker is a Partner at Hawkins, and has been a member of the Firm’s Management Committee since 1991.� He is a past President of NABL.� In 2007, Mr.�Zucker received the Career Achievement Award from The Municipal Forum of New York.� He was awarded the Friel Medal by NABL in 2012 for Distinguished Service in Public Finance.� Mr.�Zucker was selected in 2013 and in 2017 “Lawyer of the Year” in Public Finance Law, having received the highest voting average during Best Lawyers’ comprehensive peer-review evaluation.� He has been selected for three years as one of the 500 leading lawyers from over 1.1 million lawyers.

Frank Chin graduated from Stuyvesant  High School in New York City in 1967.  Mr. Chin received his B.S. in Civil Engineering from the Cooper Union for the Advancement of Science and Art in 1971, a M.S. in Civil Engineering from the Massachusetts Institute of Technology  in 1973 and received his MBA from the Harvard Graduate School of Business Administration in  1978.  He joined the New York City Transportation Administration in 1974 as a planner and analyst.  During his career with the City he was involved in a number of major projects.He joined the Smith Barney, Harris Upham’s Public Finance Department in 1978. During his career he ran various areas including  Infrastructure/Transportation Finance, Refundings and Airports.  He became head of the Public Finance Department in 1993.  Since then Citigroup has firmly established itself as a leader in the field.   He is a member of the Board of Directors of The Bond Markets Association (TBMA), and Vice Chairman of the Municipal Division of the TBMA during 2001 and Chairman during 2002. He is married and has two children.

Mr. Shields serves as Head of the Public Finance Department (since 2007) at Morgan Stanley.  This group provides banking and underwriting services for financing of state and local governments, health care, higher education, public power, toll road, airport, housing, and student loan entities in the United States.  Prior to becoming Head of Public Finance, Mr. Shields served as Head of the Midwest Region for Morgan Stanley’s public finance efforts.  Mr. Shields joined Morgan Stanley in 1996 after working as a Vice President with Prudential Securities.   Prior to joining the securities industry, Mr. Shields served as President of the State Controlling Board and Deputy Director of the Ohio Office of Budget and Management (“OBM”).  Mr. Shields holds a B.A. in History from the Ohio State University, an M.A. in American Politics and International Relations from Columbia University, and an M.B.A. in Finance from Columbia Business School. 

Susan is a Senior Portfolio Manager for Allstate Investments, LLC.  She currently manages the below investment grade portion of the Allstate portfolio where she was a portfolio manager from 2001-2006 and rejoined in June 2010.  Susan is a former Vice President at Bank of America where she worked in the Real Estate Group.  Susan earned a B.A. in Mathematics and Economics and an MBA from the Booth School of Business at the University of Chicago.  She is a CFA Charterholder as well as a member of the Chicago Municipal Analyst Society.

Mr. McNally is a partner in the Washington, D.C. office of Hawkins Delafield & Wood LLP and was President of the National Association of Bond Lawyers (“NABL”) during the 2010-2011 term.� He is a frequent speaker regarding the application of the federal securities laws to municipal securities and served as� Project Coordinator for the Third Edition of Disclosure Roles of Counsel in State and Local Government Securities Offerings, a joint publication of the American Bar Association and NABL that was published in October 2009, which was referred to by The New York Times as “the new disclosure bible for municipal bond lawyers.”� Mr. McNally was awarded the Friel Medal in September 2015 for “distinguished service in public finance.”� He is a graduate of the University of Pennsylvania and the Georgetown University Law Center.

Sean T. Cork is a partner in Squire Sanders' Restructuring & Insolvency Practice Group, and has a national practice representing clients in a number of bankruptcy and restructuring matters. Although, he is best known for representing debtors, Mr. Cork also has an active practice representing creditors committees, trustees, and strategic and financial investors in a wide variety of industry and market sectors. Mr. Cork is the co-author of Pre-Bankruptcy Planning for the Commercial Reorganization, Second Edition, published by the American Bankruptcy Institute. Before joining Squire Sanders, Mr. Cork served as a law clerk to The Honorable William T. Bodoh, United States Bankruptcy Judge for the Northern District of Ohio.Mr. Cork is a member of the American Bankruptcy Institute.

RUTH LEVINE is a Principal and Senior Analyst at The Vanguard Group, which she joined in February 2000. She was previously a credit and compliance analyst with the Evergreen Municipal Money Market Funds, and prior to that was a senior director in Fitch’s Public Finance group.Before joining Fitch, Ms. Levine was a local government finance director for the Connecticut municipalities of Windsor and Milford.A former Board member of the Government Finance Officers Association of the U.S. & Canada, Ms. Levine also served on its Debt Committee and Disclosure Guidelines Task Force (1988 & 1991 publications). Ms. Levine is a member of the National Federation of Municipal Analysts (“NFMA”) and of the Municipal Analysts Group of New York. Ms. Levine has chaired the NFMA’s Swaps Disclosure Task Force and has co-chaired its Task Force on Disclosure Best Practices for General Obligation and Tax-Supported Debt. She has served on the Government Accounting Standard Board’s Task Force on Derivatives and Hedging. She has also served as a member of the Investment Company Institute’s delegation to the Muni Council, which was responsible for the development of DisclosureUSA.org . She has been a member of the Municipal Securities Rulemaking Board Investor Advisory Group.She holds a B.A. in Anthropology from Northwestern University, a J.D. from George Washington University and an M.B.A. in Finance from The Wharton School.