Banco Popular de Puerto Rico

Ana J. Matosantos was appointed Director of the California Department of Finance by Governor Jerry Brown in January 2011. Ms. Matosantos also served as Director of Finance from December 2009 to December 2010. She was the Chief Deputy Director for Budgets from April 2008 to December 2009. In 2007, she served as Deputy Legislative Secretary for Health and Human Services and Veterans Affairs in the Office of the Governor where she worked on the Administration’s comprehensive health care reform proposal. She was a member of the Health and Human Services Agency staff from 2004 to 2007 as an Assistant Secretary for programs and fiscal affairs as well as Associate Secretary for Legislative Affairs. Prior to her executive branch service, Ana worked for the California State Senate as a consultant to the Senate Committee on Health and Human Services, as the human services consultant of the Senate Committee on Budget and Fiscal Review. Ana received her bachelor's degree in Political Science from Stanford University in 1997.

Matthew Challis is a vice president and member of the local government practice within the public finance group at Piper Jaffray. Since joining the firm in 1999, Challis has structured and closed 60 financings for 20 California public agencies totaling more than $550 million for a variety of public infrastructure and facilities improvement projects. He handles every aspect of a transaction and works on both long- and short-term financings. Prior to joining the public finance group, Challis worked as an investment executive focusing on sales and marketing of California municipal bonds at Piper Jaffray. Challis graduated with a bachelor’s degree from Loyola Marymount University and received a Master of Business Administration degree from the University of California at Davis. He holds the Series 7, 63 and 65 securities licenses.

Mr. Karlosky joined Wells Fargo Securities’ Sustainable Public Infrastructure (“SPI”) group shortly after its formation in 2009. The SPI group focuses entirely on assisting municipalities with the financing of energy efficiency and renewable generation projects. This mandate encompasses projects for both municipal and not-for-profit facilities, as well as projects for privately owned facilities where the municipality plays an administrative or programmatic sponsorship role. The SPI group has been recognized as an important thought leader representing the financial community in the dialogue surrounding energy efficiency retrofit and renewable generation. The group has been particularly active in both the ongoing development of PACE financing and the utilization of Qualified Energy Conservation Bonds (“QECBs”) on the part of municipalities. Mr. Karlosky has twenty years of experience in public finance investment banking. He has specialized in the development of complex financing structures for sophisticated issuers such as the City of New York, City of Philadelphia, City of Cleveland, State of New Jersey, State of California, Dormitory Authority of the State of New York, Ohio Water Development Authority, New Jersey Economic Development Authority, New York State Housing Finance Agency, and the Southern California Public Power Authority among others. Mr. Karlosky holds NASD Series 7, 53 and 63 licenses. Mr. Karlosky received his B.A. in Economics from the University of New Hampshire.

Bruce Gyory brings over 28 years of experience as both a lawyer and lobbyist, as well as serving three Governors of New York (two as Senior Advisor), to Corning Place Consulting. Bruce is focused on political and strategic consulting. He no longer does any lobbying, nor is he practicing law. In addition, Bruce is an Adjunct Professor of Political Science at the University of Albany (SUNY) teaching a course on national and state voting trends.Bruce received a B.A. in political science from Columbia University in 1976 and a J.D. from New York University in 1979.

Julio F. Morales is the Finance Director for the City of El Monte. He has over 18 years of broad-based corporate and public finance experience, previously serving as a financial advisor (at PFM), investment banker, and reinvestment provider. His prior experience covers the full spectrum of municipal securities (fixed/variable, long/short-term) including: GOs, COPs, POBs, TABs, CFDs, and private placements. Mr. Morales also specialized on the evaluation of public-private partnerships (P3s) and municipal contract negotiations; and, has extensive land-secured and base reuse financing experience. Mr. Morales has served as a guest speaker at several CMTA, GFOA, CDIAC, and CSMFO seminars – and now The Bond Buyer. Mr. Morales earned his undergraduate degree from the University of Michigan, a Master of Public Policy (MPP) from the Harvard Kennedy School of Government, and an MBA from UCLA.

Chuck is the Chief Financial Officer/Deputy Treasurer of the Eastern Municipal Water District located in Southwestern Riverside County which serves approximately 700,000 customers and 135,000 retail water and sewer accounts. He has been with the District since 1988 and began as the Director of Finance. He is responsible for all aspects of revenue, budgeting, accounting, investments and debt management. He has issued over $1.5 billion in revenue bonds and is responsible for an investment portfolio of $485 million. He is also responsible for the Customer Service and Meter Reading department.Chuck graduated from the University of Redlands with a Bachelor of Arts degree in Economics and Business Administration. Prior to EMWD he was the Controller at a major aluminum company. He was also a board member of the Hemet Unified School District from 1994-1998. He was appointed by the State Controller in 2006 and continues to serve along with 6 others on the State Controller’s advisory committee. He is also a member of the Association of California Water Agency’s Finance committee representing Region 9 which is 1 of 10 regions within the state.