National Development Finance Summit 2017

National Summit Speakers

Ramiro Albarran

Opening Session: Leveraging Capital for Adaptive Reuse
Thursday November 16 9:00 - 10:00 AM

Managing Director
Preston Hollow Capital
Dallas, TX
214-389-0811
ralbarran@phcllc.com

Ramiro Albarran is a Managing Director at Preston Hollow Capital, LLC, overseeing the firm’s asset origination activities. He brings over 25 years of experience in originating and structuring complex municipal, real estate and infrastructure transactions. Prior to joining Preston Hollow Capital in March 2015, Ramiro most recently led the Municipal and Infrastructure Finance Group at Guggenheim Securities. Before Guggenheim, Ramiro served as a senior banker at Stone & Youngberg and an investor at Starwood Infrastructure. He also held several senior positions at Bank of America including leading its Public Finance efforts and the department’s real estate related activities. During the span of his career, Ramiro has originated and structured a variety of complex municipal transactions including infrastructure concessions, tax increment, special assessments, privatized military housing, and Liberty Bond transactions including the rebuilding of 7 World Trade Center. He received his Bachelor of Arts in economics and engineering from Dartmouth College.


Ron Alston

Hospital and Community Facility Finance
Thursday November 16 11:15 - 12:00 PM

Hospital and Community Facility Finance
Thursday November 16 2:30 - 3:15 PM

Senior Vice President
SunTrust Bank
Atlanta, GA
404-588-7711
ron.alston@suntrust.com

Ron is an experienced banker with over 20 years of varied experience in the industry. He has served as a senior credit officer overseeing as much as $4 billion in credit to various large corporate clients throughout the Northeast and Southeast regions during which he has developed an analytical approach to determine creditworthiness of insurance clients. Ron currently serves as client manager for not-for-profit and governmental clients in metro Atlanta.


Caleb Bell

Energy Savings and Conservation Finance Programs
Thursday November 16 1:30 - 2:15 PM

Energy Savings and Conservation Finance Programs
Friday November 17 9:00 - 9:45 AM

Partner
Bricker & Eckler LLP
Columbus, OH
614-227-2384
jbell@bricker.com

Caleb Bell is chair of Bricker & Eckler’s Public Finance practice group with a regional practice that emphasizes public finance and economic development matters. He has served as bond counsel in a wide variety of transactions. His clients include Ohio governments, private developers, and property owners.  Caleb has broad experience in infrastructure finance, development finance, project finance, and energy finance, and is well known for his representation of special purpose financing entities.  Caleb is a graduate of Otterbein University and Georgetown Law.


Rhonda Bever

Energy Savings and Conservation Finance Programs
Thursday November 16 1:30 - 2:15 PM

Energy Savings and Conservation Finance Programs
Friday November 17 9:00 - 9:45 AM

Director of Finance
Cleveland-Cuyahoga County Port Authority
Cleveland, OH
216-377-1335
rhonda.bever@portofcleveland.com

Rhonda Bever is the Director of Finance for the Cleveland-Cuyahoga County Port Authority in Cleveland, Ohio. The Port Authority has a mission of assisting private industry in creating and retaining jobs through waterborne transportation services and innovative financing solutions. At the Port Authority, Ms. Bever oversees development finance and grant management matters, including over $2.1 billion in outstanding projects financed through the Port’s development finance group and the Authority’s real estate portfolio.  Ms. Bever holds a Bachelor of Science in Accounting and an MBA from the University of Akron and is also a Certified Public Accountant, licensed in the State of Ohio.


Peter Bluestone

Leveraging Foundations
Thursday November 16 11:15 - 12:00 PM

Leveraging Foundations
Friday November 17 9:00 - 9:45 AM

Senior Research Associate
Georgia State University
Atlanta, GA
404-413-0264
pbluestone@gsu.edu

Peter Bluestone is a senior research associate with the Fiscal Research Center and Center for State and Local Finance. His research includes urban economics, static and dynamic economic impact modeling, and state and local fiscal policy. His work includes modeling state and local impacts of policy changes and economic development using various economic models, including IMPLAN and Regional Economics Models Incorporated (REMI). Bluestone has served on the technical advisory committee for the Atlanta Regional Commission. He received his doctorate in economics from Georgia State University.


Michael Catsi

Hospital and Community Facility Finance
Thursday November 16 11:15 - 12:00 PM

Hospital and Community Facility Finance
Thursday November 16 2:30 - 3:15 PM

Economic Development Manager
Tacoma Public Utilities
Tacoma, WA
253-441-4574
mcatsi@ci.tacoma.wa.us




David Corbin

Opening Session: Leveraging Capital for Adaptive Reuse
Thursday November 16 9:00 - 10:00 AM

Managing Director
SMC Terminus Group, Inc.
Atlanta, GA
404-418-7903
david.corbin@smcterminus.com

David Corbin is the founder and managing director of SMC Terminus Group, a leading regional investment banking and financial services firm headquartered in Atlanta.

Prior to his tenure with Terminus. Mr. Corbin has more than 25 years’ direct hands on experience in providing financial solutions and addressing the municipal finance goals and objectives of governmental entities. His service profile includes managing major governmental finance operations and debt issuance as the City of Atlanta’s Chief Financial Officer to completion of more than $30 billion of offerings in his capacity as an investment banker and financial advisor. As an investment banker, Mr. Corbin has served in senior management roles as head of the Raymond James National Infrastructure Group and with UBS Securities as head of its Southeast municipal finance effort.

As Atlanta’s Chief Financial Officer, Mr. Corbin was responsible for all financial operations of the City including management of the City’s debt portfolio and credit profile. During his tenure, he spearheaded the development and creation of the City’s first debt policy and the establishment of a senior level department within the City that addressed the debt management and investor relations. During his tenure with the City, the City received rating upgrades from each of the respective national agencies. Mr. Corbin was also responsible for several other significant City initiatives including the negotiation of the $3 billion water and sewer consent decree framework and funding program, the successful completion of Atlanta’s first tax allocation financing for the development of Atlantic Station and the development of Philips Arena and Centennial Park

Mr. Corbin’s overall experience is extensive in both tax-exempt and taxable debt offerings primarily in the designated categories of general obligation, water and wastewater utility, project development and sports arena financing, public power and airport revenue bonds. He has completed host of financing assignments for governmental entities of all sizes and in both municipal advisory and underwriting capacities.

Mr. Corbin’s profile and experience related to economic development and tax increment financing are extensive and includes the successful completion of projects for major cities including Atlanta and Birmingham. Most recently, as municipal advisor, Mr. Corbin played instrumental role in the completion of the Assembly Project in Doraville, Georgia. The Assembly Project is actively being developed in to the largest development project in DeKalb County and the City of Doraville. The 165-acre site, which had been used as a motor vehicle assembly plant for more than 60 years, is being converted in a world class 21st century transit oriented development with more than $2 billion of expected investment.


Kevin Crowder

Game Changing Revitalization Approaches
Thursday November 16 10:15 - 11:00 AM

Game Changing Revitalization Approaches
Friday November 17 10:00 - 10:45 AM

Director of Economic Development
Redevelopment Management Associates
Pompano Beach, FL
954-695-0754
kevin@rma.us.com

Mr. Crowder’s Experience includes 3 years as RMA’s Economic Development Director, 15 years with the City of Miami Beach and the Miami Beach Redevelopment Agency as the Director of Economic Development and Government Affairs, leading the City’s economic development program and multi-jurisdictional lobbying efforts. Mr. Crowder is an IEDC Certified Economic Developer (CEcD), whose primary areas of expertise are business and entrepreneurial assistance, private capital investment, market research, joint ventures, redevelopment agency programs and government affairs. He has conducted detailed economic, fiscal, and market analysis for business development, investment, and policy issues and created a broad municipal market research and business assistance program. Mr. Crowder currently serves on the board of the Florida Redevelopment Association.


Mels de Zeeuw

Leveraging Foundations
Thursday November 16 11:15 - 12:00 PM

Leveraging Foundations
Friday November 17 9:00 - 9:45 AM

Research Analyst II
Federal Reserve Bank of Atlanta
Atlanta, GA
404-498-7360
mels.dezeeuw@atl.frb.org

Mels de Zeeuw is a research analyst II for the Federal Reserve Bank of Atlanta's community and economic development (CED) group. He supports the team's data analysis and research projects, and is passionate about using data to illuminate and illustrate stories and trends that affect low- and moderate-income groups across the Southeast. In the CED group, de Zeeuw has helped map the economic dynamism of small and midsized cities across the United States, and he has coauthored a paper that examined the distribution of philanthropic grant flows from large foundations. Prior to joining the Atlanta Fed, de Zeeuw was a research associate at the Andrew Young School of Policy Studies' Center for State and Local Finance and Fiscal Research Center. There, he cowrote various fiscal notes and briefs on Georgia's state and local fiscal policies, and coauthored a report on Connecticut's comparative state and local fiscal standing. He holds a bachelor of arts in political science and a master of arts in American history from Leiden University in the Netherlands. After immigrating to the United States, de Zeeuw earned a master's degree in economics from Georgia State University.


Carla Delaney

Supporting Workforce and Affordable Housing
Thursday November 16 10:15 - 11:00 AM

Supporting Workforce and Affordable Housing
Friday November 17 10:00 - 10:45 AM

Redevelopment Manager
City of Augusta
Augusta, GA
706-821-1844
cdelaney@augustaga.gov

Carla Delaney is the Development Manager for Augusta Housing and Community Development. She joined the department in the Spring of 2015 and is the county’s primary for the redevelopment of the Nationally Historic Laney Walker and Bethlehem Neighborhoods. She has served as a planner at the county and city level; gaining knowledge in facilitating annexations, rezoning, subdivision designing, city utilities, comprehensive plan updates, zoning ordinance updates, and site/landscape plans. She also is experienced in the preparation of public financing tools such as TIFs and bonds to the URA, Commission and other boards. Additionally, she has served as the Program Director of Residential Rehabilitation for a non-profit. Carla has a B.S. in Political Science from Georgia Southern University and a Master of Public Administration from Augusta State University and is a member of the American Institute of Certified Planners.


Harrison Diamond

Financing Broadband Infrastructure at the Local Level
Friday November 17 10:00 - 10:45 AM

Business Relations Officer
City of Huntsville
Huntsville, AL
256-427-5182
harrison.diamond@huntsvilleal.gov

Harrison was appointed by Mayor Tommy Battle as the City's Business Relations Officer. He serves as liaison to the business community and the Mayor’s GEO, Cyber, Energy, and Broadband initiatives. He also advises the Administration on public policy and innovation.
 
Harrison previously worked in economic development at the Chamber of Commerce of Huntsville/Madison County, where he worked on projects in R&D, aerospace, and advanced manufacturing.
 
He is a graduate of the University of Alabama and University of Alabama in Huntsville. He is a board member of BizTech, Huntsville’s High Tech Incubator, member of Rotaract Club of Huntsville, graduate of Leadership Huntsville’s Young Professionals Program and Leadership Alabama’s Alabama Leadership Initiative.


Mauricio Diaz

Game Changing Revitalization Approaches
Thursday November 16 10:15 - 11:00 AM

Game Changing Revitalization Approaches
Friday November 17 10:00 - 10:45 AM

Senior Director, Development
The Howard Hughes Corporation
Columbia, MD
410-964-4800
mauricio.diaz@howardhughes.com




Brett Doney

Groundbreaking Mixed-Use Developments
Thursday November 16 11:15 - 12:00 PM

Groundbreaking Mixed-Use Developments
Thursday November 16 2:30 - 3:15 PM

President & CEO
Great Falls Montana Development Authority
Great Falls, MT
406-750-2119
bdoney@gfdevelopment.org

Brett Doney leads the Great Falls Development Authority, a public/private economic development partnership serving the 12-county Great Falls Montana trade area. Doney has over 30 years of experience in urban and rural community economic development. Prior positions include: President/CEO of Enterprise Maine, a family of community economic development organizations dedicated to creating economic opportunity and enhancing the quality of life in rural western Maine; Director of the Ft. Devens Reuse Center, a 9,600 acre army base redevelopment planning effort in Massachusetts; and, President of Doney Associates, a Boston-based consulting firm focused on urban revitalization, public/private real estate development, and innovative economic development.

Doney’s team efforts have won awards from the U.S. Small Business Administration, the American Economic Development Council, the International Economic Development Council, the National Association of Development Organizations, the Finance Authority of Maine, the Montana Economic Developers Association, and the National Brownfield Conference. His professional certifications include Certified Economic Developer (CEcD), Master of Corporate Real Estate (MCR), Senior Leader of Corporate Real Estate (SLCR), American Institute of Certified Planners (AICP), RMA Credit Risk Certification, Federal Grants Management, and Economic Development Finance Professional (EDFP). He is a graduate of the Economic Development Institute of the University of Oklahoma. Doney earned a Bachelor of Arts in Political Science from the University of California at Santa Barbara and a Masters in Public Policy from the Kennedy School of Government at Harvard University.

Doney has taught, given presentations, and served on technical advisory teams for a variety of state, national and international economic development and industry organizations. He currently serves on the boards of the Montana Economic Developers Association, the Great Falls Convention & Visitors Bureau (Chair), the Downtown Development Partnership of Great Falls (Chair), and the Upper Missouri River Heritage Area Planning Corporation. He serves on the International Economic Development Council’s Accreditation and Public Policy Advisory Committees, as the Montana Government Relations Chair for the International Council of Shopping Centers, and on the McLaughlin Research Institute’s National Development Council. He is an active Rotarian and past President of the Great Falls Rotary Club.


Philip Dotts

Financing Broadband Infrastructure at the Local Level
Friday November 17 10:00 - 10:45 AM

Managing Associate
Public Financial Management
Huntsville, AL
256-536-3035
dottsp@pfm.com

Phil Dotts is a managing director in PFM’s Huntsville, Alabama office. He has extensive experience in most areas of public and corporate finance, having managed taxable and tax-exempt financings for public issuers of all kinds including housing, healthcare, public utilities, higher education, airports, municipalities and public school systems.

In 2001, Phil formed Public FA, Inc., after spending 25 years in corporate and public finance work with major bank holding companies. He serves on the Boards of First Commercial Bank, the ExChange Bank of Alabama, and Blue Cross and Blue Shield of Alabama. In 2009, Phil was appointed to the Alabama Commission on Higher Education (ACHE) and served until June 2013. He served on the Board of Commissioners of the Huntsville Housing Authority for seven years and as its chairman for three of those years. Phil also is a founding board member and serves as chairman of the board of Neighborhood Concepts, Inc., a non-profit developer of affordable housing and other community development oriented projects. Additionally, he serves on the boards of the A+ Education Foundation, the Public Affairs Research Council of Alabama, Leadership Alabama, the Huntsville Downtown Redevelopment Authority and The Episcopal Foundation of the Diocese of Alabama.

Phil was the recipient of a National Science Foundation research grant to study economics at the University of Minnesota and is a Certified Independent Public Financial Advisor (CIPFA).


Shawn Edwards

Supporting Workforce and Affordable Housing
Thursday November 16 10:15 - 11:00 AM

Supporting Workforce and Affordable Housing
Friday November 17 10:00 - 10:45 AM

Deputy Director
City of Augusta
Augusta, GA
706-821-1797
sedwards@augustaga.gov

Shawn Edwards is a native of Savannah, Georgia and a graduate of Mercer University. He began work as a community advocate creating programs for government funded development projects to assist low income families and improve educational resources. Later he began working in the banking industry opening avenues for credit challenged persons and businesses to obtain financing, building on funding sources for community projects. To date, his work experience includes mortgage financing, housing and credit counseling, foreclosure prevention, community development, grant administration of homelessness programs and project rehabilitation. Currently, Mr. Edwards serves as the Deputy Director for Augusta’s Housing & Community Development Department, responsible for all departmental operational/planning/administrative concerns. As a staunch community advocate, Mr. Edwards’ passion has continued to be the development of communities for the betterment of the lives of people.


Brad Elmer

Creative Brownfield Financing Solutions
Thursday November 16 10:15 - 11:00 AM

Creative Brownfield Financing Solutions
Thursday November 16 1:30 - 2:15 PM

Managing Director
Baker Tilly Virchow Krause, LLP
Madison, WI
608-240-6760
brad.elmer@bakertilly.com

Brad Elmer, manager at Baker Tilly Virchow Krause LLP, is part of the firm’s transaction services practice. He brings fifteen years of real estate and public finance experience and specializes in assisting businesses with site selection, project finance, and incentives. Brad received his masters of business administration in real estate from the University of Wisconsin–Madison and is a Chartered Financial Analyst.


Dennis Enright

Game Changing Revitalization Approaches
Thursday November 16 10:15 - 11:00 AM

Game Changing Revitalization Approaches
Friday November 17 10:00 - 10:45 AM

Principal
NW Financial Group
Hoboken, NJ
201-656-0115
dje@nwfinancial.com

Dennis J. Enright is a founding member and Principal of NW Capital specializing in complex infrastructure, governmental and real estate transactions, including public private partnerships. Mr. Enright is a nationally recognized expert in toll road asset monetization and has appeared before the US Congress to deliver expert testimony on public private partnerships. Mr. Enright has undertaken assignments in transportation, solid waste, water, wastewater, healthcare, housing, and real estate. His leadership in the innovative restructuring of a public facility to a public private partnership led to a “Deal of the Year “Award for the $360 million Union County Utility Authority bond financing in 1998. His transportation expertise resulted in a “Deal of the Year” award for the $2.4 Billion New Jersey Turnpike Authority transaction merging the New Jersey Turnpike and the Garden State Parkway. Mr. Enright has authored detailed analyses of both the Chicago Skyway and Indiana Toll Road P3 transactions that have provide transparency to the underlying economics of the deals.

Prior to forming NW Capital, Mr. Enright served as Senior Managing Director of NatWest Bank and was responsible for governmental advisory services and underwritings. During his tenure at NatWest, he was responsible for providing services in: municipal finance; institutional advisory products; private placements; bond underwritings; tax credit investments; letters of credit; and bridge loans. Prior to joining NatWest Bank, Mr. Enright operated Enright & Company, a private investment banking firm, which handled over $5 billion of financing assignments in its 9 years of operations. Enright & Company was awarded an Institutional Investor “Deal of the Year” for its work at the New Jersey Highway Authority.

Mr. Enright has over 35 years of experience in all aspects of financial advisory and investment banking, Mr. Enright started his career in the public sector for eight years and held the position of Jersey City’s Director of Planning and Development, where he was responsible for the master planning of the Hudson River waterfront revitalization.


Brian Farnen

Energy Savings and Conservation Finance Programs
Thursday November 16 1:30 - 2:15 PM

Energy Savings and Conservation Finance Programs
Friday November 17 9:00 - 9:45 AM

General Counsel & Chief Legal Officer
Connecticut Green Bank
Stamford, CT
860-257-2892
brian.farnen@ctgreenbank.com

As General Counsel and Chief Legal Officer for the Connecticut Green Bank, Brian directs all legal, legislative and regulatory affairs for the nation’s first green bank established in July 2011, a global leader in renewable and energy efficiency financing and winner of the prestigious Harvard Kennedy School of Government Ash Award for innovation in 2017. Brian’s counsel is helping the Green Bank realize its mission of leveraging public and private funds to scale-up renewable energy deployment and energy efficiency projects. In fact, the Green Bank has mobilized over $1 billion of total clean energy investment since 2012.

Directly prior to the Green Bank, Brian was a Senior Attorney with United Technologies’ Sikorsky Aircraft business unit, providing legal counsel for strategic international campaigns, as well as all of Sikorsky’s global environmental, energy, health and safety legal matters. Brian also has worked as an attorney for MassMutual Financial Group and Edwards Angell Palmer & Dodge.

Brian was awarded by the Connecticut Law Tribune as the “Best In-House Counsel” of the Year in 2018 and previously named a “New Leader in the Law” in 2013. He is passionate about the renewable energy space, teaches ethics and finance as an adjunct professor, is a board member of the Council of Development Finance Agencies and the Renewable Energy and Efficiency Business Association, and is a former member of the CT Judicial Review Counsel.

Brian obtained his Bachelor of Arts Degree, Masters of Business Administration (Finance) and Juris Doctorate from the University of Connecticut.


Patricia Filippone

Collaborative Student and Permanent Housing Finance
Thursday November 16 1:30 - 2:15 PM

Collaborative Student and Permanent Housing Finance
Friday November 17 9:00 - 9:45 AM

Executive Director
University of Massachusetts
Boston, MA
617-287-3202
pfilippone@umassp.edu

Patricia Filippone has been Executive Director of the University of Massachusetts Building Authority (UMBA) since February 2014.
As Executive Director, Ms. Filippone oversees an ambitious $3.1 billion growth plan that includes the building and renovation of academic and research buildings, dormitories, and athletic facilities on all five UMass campuses.

The UMass Building Authority is currently managing more than 40 construction projects that will significantly improve teaching, learning and student life at the University of Massachusetts at Amherst, Boston, Dartmouth, Lowell, and Worcester. Ms. Filippone, works together with UMass President Martin T. Meehan, the Board of Trustees, and the campuses to deliver the most cost-effective, highest quality construction of world class buildings to support the mission of the University.

Ms. Filippone joined UMBA in 2012 as Chief Financial Officer and Assistant Secretary-Treasurer. As CFO, she managed all aspects of finance, including controller, treasury, risk management, business systems, and capital planning.

Prior to joining UMBA in June 2012, Ms. Filippone served in various positions at The Broad Institute since 2008, including Chief Financial Officer and Assistant Treasurer, Senior Financial Officer and Controller. Previously, she was Director of Allston Finance at Harvard University. Prior to that, Ms. Filippone spent 12 years at the Massachusetts Water Resources Authority where she held various positions including Director of Finance and Chief Financial Officer, Treasurer and Controller. She began her career at Coopers & Lybrand and has been a Certified Public Accountant since 1991. She received a B.S. from Babson College.

Ms. Filippone is a member of several professional organizations including the Massachusetts Society of Certified Public Accountants, the Treasurer’s Club of Boston, Financial Executives International, Boston Women in Public Finance and Babson College BASE.


Tim Fisher

Creative Access to Capital Solutions
Thursday November 16 1:30 - 2:15 PM

Creative Access to Capital Solutions
Friday November 17 9:00 - 9:45 AM

Director, Government & External Affairs
Council of Development Finance Agencies
Columbus, OH
614-705-1309
tfisher@cdfa.net

As the Director, Government & External Affairs, Tim Fisher is focused on advancing development finance policy interests at the state and national level, as well as defending the interests of CDFA members on Capitol Hill. In addition to leading CDFA advocacy efforts, Tim authors the annual CDFA Volume Cap Report, the CDFA Federal Policy Agenda, and CDFA federal policy white papers. Tim also coordinates CDFA research on microfinance and manages its international partnerships. Prior to joining CDFA, Fisher worked for the Ohio Latino Affairs Commission, where, under the direction of the Commission’s Public Policy officer, he authored reports on topics ranging from the state of Latino small business ownership in Ohio, to the cultural responsiveness of Ohio’s public institutions. Tim is a graduate of Ohio University, where he earned a bachelor’s degree in economics and his master’s degree in Latin American Studies.


George Friedlander

Financing Smart Cities
Thursday November 16 1:30 - 2:15 PM

Financing Smart Cities
Friday November 17 10:00 - 10:45 AM

Managing Partner
Court Street Group LLC
New York, NY
212-517-5687
gfriedlander@courtstreetgroup.com

George Friedlander is Managing Partner at Court Street Group Research. Mr. Friedlander joins CSG Research from Citigroup Global Capital Market's fixed income research and strategy effort. Mr. Friedlander has more than 40 years of experience in the municipal industry, beginning at Smith Barney, a Citigroup predecessor. He was a top 3 Institutional Investor Municipal Strategist all but two of the years for which they had that category. He won a Lifetime Achievement from Smith's Ratings and Review by a poll of institutional investors in 2014. Mr. Friedlander was on the Bond Market Association/SIFMA Municipal Executive Committee for 25 years, an ex-officio member for five more.

He was the National Federation of Municipal Analysts “Analyst of the Year” in 1989 and won the prestigious “Chairman’s Contribution Award” at the SIFMA predecessor, the Bond Market Association in 1990.

He is chair of the technical advisory committee for the Municipal Bonds for America Coalition. Mr. Friedlander is also Program Committee Member of the Municipal Analysts Group of New York and was on the National Federation of Municipal Analysts 2017 Committee. Mr. Friedlander lives in the Upper East Side of Manhattan. In his spare time, he enjoys reading about popular science -- paleontology, paleoanthropology, and the history of pre-civilization humans. He also enjoys reading and thinking about the implications of accelerating technological change and analyzing and writing about  the effects of it on state and local governments. 


Sally Garand

Financing Strategies to Support Manufacturing Facilities
Thursday November 16 10:15 - 11:00 AM

Financing Strategies to Support Manufacturing Facilities
Thursday November 16 2:30 - 3:15 PM

Commercial Loan Officer
Finance Authority of Maine
Augusta, ME
207-620-3532
sgarand@famemaine.com

Sally Garand has 30 years of professional experience as a Commercial Loan Officer. She started her career with KeyBank and Bangor Savings Bank, and now serves in the same capacity at the Finance Authority of Maine (FAME), where she is also Program Administrator for the Maine Rural Development Authority (MRDA).

FAME was established as Maine’s business finance agency in 1983 and is charged with supporting the start-up, expansion and growth plans of Maine’s business community. Its mission is to provide innovative financial solutions to help Maine citizens pursue business and higher education opportunities.

The Maine Rural Development Authority (MRDA) was established by the Maine Legislature in 2002 to assist Maine communities in realizing their economic development goals. MRDA provides financial assistance to communities and their development partners to help develop speculative commercial and industrial buildings and repurpose underutilized commercial industrial properties, focusing on projects that cannot be accomplished by private sector development alone.

Sally works directly with Maine’s lending community and with borrowers to help Maine businesses grow, expand and succeed.


Lourdes Germán

Pre-Summit Workshop: Land Value Capture for Affordable Housing
Wednesday November 15 2:00 - 5:00 PM

Director
Lincoln Institute of Land Policy
Cambridge, MA
617-503-2259
lgerman@lincolninst.edu

Lourdes Germán is Director of International & Institute-Wide Initiatives at the Lincoln Institute of Land Policy where she is helping to advance the Institute’s global municipal fiscal health campaign and its work as a co-lead organization for the municipal finance policy unit of the United Nations Habitat III effort. An expert in municipal finance, Lourdes began her career as a public finance attorney representing government entities. Following that work, Lourdes co-created the national municipal finance business division at Fidelity Investments, the largest global mutual fund company, as a Vice President of Municipal Finance, and opened and managed Fidelity’s first New York office for public finance. Following Fidelity, Lourdes’ professional experiences included serving as General Counsel and Vice President of a national municipal investment management company, creating and teaching a graduate government finance course at Northeastern University, and advising non-profits focused on urban economic growth. Lourdes is also the founder and director of the Civic Innovation Project, an online thought leadership platform that was awarded the 2015 State of Boston Innovation Award for its impact using technology to advance city-to-city learning with respect to the most challenging issues facing governments. Outside of work, Lourdes serves as Governor Baker’s appointed Chair of the Massachusetts State Finance and Governance Board, is a government appointee of the Mayor of Boston to the committee focused on the City’s audit and finance matters, serves on the board of Boston Women in Public Finance, and serves on the board of United Way.


Catherine Godschalk

Innovative Stormwater Infrastructure Finance
Thursday November 16 2:30 - 3:15 PM

Vice President
Calvert Foundation
Bethesda, MD
301-280-6068
catherine.godschalk@calvertfoundation.org

Catherine Godschalk manages Calvert Foundation’s Investments team and the $300 million portfolio of investments that generate impact across a diversity of sectors including community development, affordable housing, energy and the environment, micro and small business finance, and global health. Since 2011 she has grown the portfolio to reach hundreds nonprofits and social enterprises in all 50 U.S. states and 80 countries worldwide. 

Catherine has spent more than 20 years working at the intersection of private capital and social mission, with program and product development, policy, and financing roles across a variety of institutions, including SH Cowell Foundation, the White House Office of Management and Budget, Fannie Mae Corporation, and Self Help Ventures Fund. She has a Master’s Degree in Public Policy from Harvard’s Kennedy School of Government and received her BA from Columbia University. 


Darin Hall

Transformative Neighborhood Investments
Thursday November 16 11:15 - 12:00 PM

Transformative Neighborhood Investments
Friday November 17 10:00 - 10:45 AM

President & Chief Executive Officer
Civitas Development Group
Cincinnati, OH

Darin Hall is Executive Vice President of the Greater Cincinnati Redevelopment Authority. He leads all facets of real estate development, restoring value to urban commercial and residential properties through a holistic revitalization approach that leads by confronting barriers to capital. He manages the Redevelopment Authority’s neighborhood revitalization team, responsible for executing programs including REACH home rehab and DREAM commercial real estate loan fund.

Darin joined the Redevelopment Authority in 2012, and in 2015 was promoted to EVP to provide strategic oversight to the quasi-governmental development finance authority, expand its tools and programs and match them to the needs of Hamilton County communities. He has an extensive track record of successful development projects, in addition to over a decade in commercial banking.

Darin previously worked for the Annie E. Casey Foundation’s Sustainable Neighborhood Development Strategies, Inc. He directed revitalization of disadvantaged communities, including reversing substantial disinvestment in Atlanta’s Pittsburgh neighborhood, through an emphasis on procuring capital and investing in key neighborhood assets. As Deputy Director of Neighborhood Transformation for the Casey Foundation, Darin oversaw day-to-day operations of the Preservation of Pittsburgh initiative, Atlanta’s first large-scale residential revitalization effort based on principles of affordability, energy efficiency, resource conservation and environmental stewardship. He provided leadership in the advancement of the Atlanta Civic site’s Neighborhood Transformation strategy, working collaboratively with the City’s Department of Housing, the Fulton County/City of Atlanta Land Bank, and the Department of Housing and Urban Development.

Prior to his work with the Casey Foundation, Darin founded DCH Capital Group to provide investment banking services to businesses and high performing non-profit organizations. Hall also worked in roles as a Senior Merger and Acquisitions Analyst for The Coca-Cola Company, as well as Portfolio Manager. He began his career working in commercial banking, holding positions with Wells Fargo and Bank of Boston, his last role as a Vice President for the Long-Term Credit Bank of Japan in the Atlanta office. In 2017, Darin was appointed to the Federal Reserve Bank of Cleveland, Cincinnati Branch Board of Directors. He also serves on the boards of Local Initiatives Support Corporation of Greater Cincinnati & Northern Kentucky (LISC); the Cincinnati Development Fund; and the African American Chamber of Commerce; as well the Episcopal Church Foundation of Southwest Ohio. He is a member of United Way’s Tocqueville Society. Darin is a graduate of Leadership Cincinnati Class XXXVII, and has served on the Urban Land Institute (ULI) Cincinnati Management Committee and the ULI East Central Regional Product Council. He earned a bachelor’s degree in banking and finance from Morehouse College and a master’s degree in business administration from Clark Atlanta University.


Cindi Herrera

Supporting Workforce and Affordable Housing
Thursday November 16 10:15 - 11:00 AM

Supporting Workforce and Affordable Housing
Friday November 17 10:00 - 10:45 AM

President & Chief Executive Officer
Cindi Herrera and Associates, LLC
Charleston, SC
843-810-5073
cindih@tgha.net

Cindi Herrera has over 30 years’ experience in the affordable housing industry and has served as an Executive in various Public Housing Authorities and President/CEO of a large non-profit affordable housing development and property management organization.

CH&A specializes in repositioning troubled assets and program management of affordable housing including Public Housing, Housing Choice Voucher Programs, Multi-family Subsidized Programs; and Development, Redevelopment and Replacement Housing Programs.

Ms. Herrera has lead and managed multiple contracts for the U.S. Department of Housing and Urban Development (HUD) and is currently engaged in assisting HUD with the implementation of the Improper Payments Elimination and Recovery Act (IPERA).

Unique to CH&A is our extensive experience in the management and operation of Public and Non-Profit organizations coupled with national expertise and a successful track record in the financing and development of mixed finance and mixed use affordable housing.

CH&A is currently engaged in multiple redevelopment efforts to reposition troubled public assets under the Rental Assistance Demonstration Program. We assisted with the successful completion of the largest financial RAD conversion transaction in the country at the San Francisco Housing Authority. To date, we have closed or are in the process of closing over 6,500 units under the RAD Program.

Cindi holds a Master Degree in Business Administration and a Bachelor Degree in Spanish and Latin Sociology from Aurora University in Aurora, Illinois. Cindi also holds several nationally recognized certifications in the affordable housing arena. Cindi and her husband of forty years, Francisco, split their time residing in South Carolina and Costa Rica.


Sherry Howard

Creative Brownfield Financing Solutions
Thursday November 16 10:15 - 11:00 AM

Creative Brownfield Financing Solutions
Thursday November 16 1:30 - 2:15 PM

Deputy Director
Palm Beach County
West Palm Beach, FL
561-233-3653
showard@pbcgov.org

Sherry Howard has been in charge of Palm Beach County’s economic development programs since January 2010. As Deputy Director of the Department of Economic Sustainability (DES), Sherry manages the county’s efforts to promote business development opportunities through public-private partnerships to implement business recruitment, expansion and retention. She currently oversees all business programs including $35M in loan programs, industrial development bonds, tax exemptions and incentives.

Additionally, during the same period, Sherry has directed County allocations for affordable housing and community redevelopment infrastructure projects. Over the last three years over 2,500 affordable housing units have been rehabilitated, hurricane hardened, or newly constructed leveraging more than $74 M in private development costs, and $37 M in infrastructure investments have been implemented. More than $5.1 M has been provided to public services and emergency shelter for 22,000 county residents and $6 M was utilized from these grants to construct the County’s first homeless resource center.

With over 20 years in county government service, Sherry served previously as the County’s Legislative Coordinator, advocating legislation with Federal, State and local officials, and as Assistant Scripps Program Manager, serving as a liaison between the Board of County Commissioners, the Governor’s Office, Scripps personnel and the public. Her problem-solving and cost-cutting skills, used in collaboration with county departments, have earned her two Golden Palm awards, which represents the County Administrator’s highest level of recognition for employee achievement.

Sherry is a Summa Cum Laude graduate of Palm Beach Atlantic University. She is an alumna of Leadership Palm Beach County, serves on the Housing Leadership Council’s Public Policy Committee, the Lake Okeechobee Regional Economic Alliance and is a member of the International Economic Development Council.


Bob Isaacson

Creative Access to Capital Solutions
Thursday November 16 1:30 - 2:15 PM

Creative Access to Capital Solutions
Friday November 17 9:00 - 9:45 AM

Executive Director
Minnesota Department of Employment and Economic Development
St. Paul, MN
651-259-7458
bob.isaacson@state.mn.us

Bob Isaacson is Executive Director of DEED’s Office of Business Finance.  In this role, Bob oversees a variety of finance and tax credit programs designed to partner with private lenders to spur business investment and job creation in Minnesota. The office delivers $30 million annually to businesses throughout the state through such programs as the Job Creation Fund, Minnesota Investment Fund, Angel Tax Credit, Angel Loan Fund and the new Emerging Entrepreneur Loan Program, a loan program for targeted demographic groups. Bob also serves as the Executive Director of the Minnesota Agricultural and Economic Development Board which provides loans to growing businesses and issues conduit bonds for eligible organizations. Bob is a member of the DEED’s senior leadership team.

Prior to his current positions, Bob held a variety of economic and financial analysis leadership and staff positions with DEED, the U.S. General Accounting Office (now the Government Accountability Office) in Chicago and the U.S. House Agriculture Committee in Washington, D.C.  Bob received his bachelor’s degree in Political Science and a master’s degree in Public Administration from the University of Minnesota.


Colin Kalvas

Financing Strategies to Support Manufacturing Facilities
Thursday November 16 10:15 - 11:00 AM

Financing Strategies to Support Manufacturing Facilities
Thursday November 16 2:30 - 3:15 PM

Associate
Bricker & Eckler LLP
Columbus, OH
614-227-4998
ckalvas@bricker.com

Colin Kalvas is a public finance and economic development attorney. He serves an array of clients including political subdivisions, financial institutions, private developers and special purpose districts such as special improvement districts and new community authorities. Colin has experience serving these types of clients in a variety of roles, specifically including bond counsel, underwriter’s counsel, disclosure counsel, issuer’s counsel, development counsel and general counsel. Colin’s experience with economic development tools, like tax increment financing (TIF), special assessments, community redevelopment area (CRA) abatements and new community authorities, is diverse. He has also been at the forefront of developing property assessed clean energy financing (PACE) in Ohio. His efforts in PACE include serving as counsel to energy special improvement districts throughout the state, serving as counsel to PACE administrators, and serving as bond counsel and lender’s counsel to Ohio port authorities and other financial institutions that finance energy efficiency and clean energy projects through PACE. Colin is well known within the PACE community, and he has both attended and spoken at national PACE conferences. For more, visit: http://www.bricker.com/people/colin-kalvas


Jennifer Kanalos

Groundbreaking Mixed-Use Developments
Thursday November 16 11:15 - 12:00 PM

Groundbreaking Mixed-Use Developments
Thursday November 16 2:30 - 3:15 PM

Director of Brownfield Redevelopment
Detroit Economic Growth Corporation
Detroit, MI
313-483-4150
jkanalos@degc.org

Since 2006, Jennifer Kanalos has worked at the Detroit Economic Growth Corporation (DEGC), a private, non-profit corporation established in 1978 devoted exclusively to supporting Detroit’s economic development initiatives. Ms. Kanalos is currently the Director of Board Administration at the DEGC for all of the public Economic Development Authorities including the Downtown Development Authority, the Economic Development Authority, the Corridor Improvement Authority, the Local Development Finance Authority, the Detroit Next Michigan Development Corporation and the Detroit Brownfield Redevelopment Authority. Ms. Kanalos’ work with the Detroit Brownfield Redevelopment Authority has resulted in the approval of over 100 brownfield plans in the City of Detroit, including the brownfield plan for the Orleans Landing project, representing over $5B of investment to Detroit.


Katie Kim

Collaborative Student and Permanent Housing Finance
Thursday November 16 1:30 - 2:15 PM

Collaborative Student and Permanent Housing Finance
Friday November 17 9:00 - 9:45 AM

CEO
The Kim Group Ltd
Peoria Heights, IL
309-693-9900
katie@thekimgroup.com

Katie Kim co-founded The Kim Group over ten years ago with her husband Charles Kim. Katie has over twenty years of experience in the development, construction and real estate industries. Katie oversees daily operations at The Kim Group and serves a vital role with our development services, real estate, construction management, property management, and investment management. Katie achieved her Certified Commercial Investment Member (CCIM) designation and became the first and only woman in central Illinois to obtain the coveted designation. In 2015, Katie received the honor of Professional Remodeler Magazine’s Top 40 under 40 award and also received WEEK’s 25 Women In Leadership award. Throughout her career at The Kim Group, Katie has been involved from pre-development through the construction phase on several mixed use projects including healthcare, commercial/retail/office, and commercial/residential developments. Katie’s property management experience includes industrial, office, retail, mixed use and residential facilities. Katie Kim recently completed development services for an investor group for Peoria Heights Landing, and she is in the process building out the phases of the development and leasing space as they become available. In addition, Katie assisted with the development of the mixed used development at the corner of Willow Knolls & Radnor road in Peoria, IL, which has recently completed it’s third phase of a five phase project.


Courtney Knight

Innovative Stormwater Infrastructure Finance
Thursday November 16 2:30 - 3:15 PM

Director
PFM Financial Advisors LLC
Atlanta, GA
404-410-2226

Courtney Knight joined The PFM Group in October 2016 after a 25-year career in the municipal finance industry. Courtney has rendered financial and capital market advisory services to dozens of state and local governments and their related agencies/authorities. Since 1982, he has served as financial advisor or managing underwriter on more than 225 municipal issues with a total par amount exceeding $20 billion. Mr. Knight’s experience spans the complete array of public finance transactions, including general obligation, lease revenue, industrial development, water and sewer, tax increment, special assessment, higher education, mass transit, housing, K-12 education, airport, and special facility issues.

Prior to joining PFM’s Atlanta office, Mr. Knight served as Managing Director for Redevelopment with the Atlanta Development Authority, Invest Atlanta. In that position Mr. Knight was responsible for identifying best practices and spearheaded the formulation and implementation of policies, procedures and plans designed to promote economic and redevelopment activity in the City of Atlanta. He managed a team responsible for administration, finance and management of Atlanta’s ten tax allocation districts as well as the strategic disposition and acquisition of the City’s real estate assets. He also managed Invest Atlanta’s community engagement processes and communication with key community stakeholders, with the goal to generate funding that simultaneously promotes development in underserved markets, and addresses various public policy goals.

Mr. Knight is a graduate of Harvard University, where he received a bachelor’s degree in economics. He also holds an MBA from the Stanford Graduate School of Business with concentrations in finance and public sector management.


Ryan Kozak

Energy Savings and Conservation Finance Programs
Thursday November 16 1:30 - 2:15 PM

Energy Savings and Conservation Finance Programs
Friday November 17 9:00 - 9:45 AM

Managing Director
Huntington Capital Markets
Columbus, OH
614-480-1172
ryan.a.kozak@huntington.com

Ryan Kozak is Managing Director and Group Head of Public Finance at Huntington Capital Markets. Ryan has 15 years of experience serving State and Local Government, Health Care, Higher Education and Development Finance clients across Huntington’s footprint.  Ryan has served as senior investment banker on numerous Port and Finance Authority transactions for capital lease, tax increment (TIF) and property assessed clean energy (PACE) financings. In addition he has served as investment banker for clients such as the State of Ohio, City of Chicago, University of Pittsburgh Medical Center (UPMC) and the Ohio Water Development Authority. Prior to Huntington, Ryan worked at Public Financial Management (PFM) and JP Morgan.
 
Ryan has been a speaker at the CDFA National Summit and has been published on the topic of public private partnerships in Crain’s Cleveland. An active member of the local and sustainable food policy movement, he is founder and board chair of the non-profit Food-Consious.org, serves on the National Food Systems Advisory Council and the steering committee for the Columbus-Franklin County Local Food Action Plan. Ryan is a former board member of the Friends of the Columbus Zoo & Aquarium and Local Matters. He holds a Master’s of Science in Financial Engineering from Kent State University, and a Bachelor’s Degree in Finance from Ohio University.


Katie Kramer

Closing Session: Are You Addressing the Business Succession Needs in Your Community?
Friday November 17 11:00 - 12:00 PM

Vice President
Council of Development Finance Agencies
Columbus, OH
614-705-1318
kkramer@cdfa.net

Katie Kramer is a Vice President at the Council of Development Finance Agencies and has been with CDFA since 2005. She is an accomplished non-profit executive with expertise in fundraising, grant writing, operations, and building organizational capacity. In her role at CDFA, she provides technical assistance and builds strategic partnerships with foundations, federal agencies, and other industry non-profits to grow the professional acumen of CDFA members and the development finance industry at-large.

Ms. Kramer interacts with thousands of development finance practitioners each year, guiding them through their professional development and understanding of the diversity of development finance programs. She has developed numerous courses in the CDFA Training Institute, edited several CDFA publications, and designed marketing and communications collateral for the association. Her writing has been featured in publications and reports on development finance, including those commissioned by The Kresge Foundation, World Bank, U.S. Department of Energy, and U.S. Department of Agriculture. She regularly speaks about development finance at national and local conferences and is a guest lecturer at The Ohio State University.

Previously, Ms. Kramer served as CDFA’s Director of Education & Programs and Development Director. Before joining CDFA, Ms. Kramer worked in the Assessment Division at Ballard & Tighe, Publishers as Project Coordinator where she managed projects involved with the development of standardized language tests. Prior to Ballard & Tighe, Ms. Kramer was employed by Scripps College as Assistant Director of the Annual Fund where she organized fundraising campaigns for alumnae, parents, and students.

She studied art history at Scripps College and holds a BA in English with honors from Cleveland State University. Ms. Kramer is a board member for the Ohio Statewide Development Corporation and serves on the advisory board for St. Agatha School.


Barbara Kroncke

Groundbreaking Mixed-Use Developments
Thursday November 16 11:15 - 12:00 PM

Collaborative Student and Permanent Housing Finance
Thursday November 16 1:30 - 2:15 PM

Groundbreaking Mixed-Use Developments
Thursday November 16 2:30 - 3:15 PM

Collaborative Student and Permanent Housing Finance
Friday November 17 9:00 - 9:45 AM

Partner
McCarter & English, LLP
Boston, MA
614-449-6571
bkroncke@mccarter.com

Ms. Kroncke is a partner in the Public Finance Group. Ms. Kroncke is experienced in all aspects of public finance, and serves as bond counsel, disclosure counsel, issuer's counsel, underwriter's counsel, credit enhancement counsel, purchaser's counsel and borrower's counsel on a variety of transactions for a multitude of issues. She has worked on bond issues in these capacities for the Commonwealth of Massachusetts and many of its authorities, including the Massachusetts School Building Authority, the Massachusetts Water Pollution Abatement Trust, the Massachusetts Water Resources Authority, the Massachusetts Bay Transportation Authority, Massachusetts Development Finance Agency, Massachusetts Health and Educational Facilities Authority, the University of Massachusetts Building Authority, the Massachusetts Educational Financing Authority and the Massachusetts Housing Finance Authority.

Ms. Kroncke has served as counsel for bond issues involving housing bonds, industrial development bonds for industrial and commercial enterprises and bonds issued on behalf of not-for-profit institutions, including hospitals, colleges and universities, secondary schools, cultural institutions and behavioral services institutions within and outside of the Commonwealth of Massachusetts.


Nora Lake-Brown

Pre-Summit Workshop: Land Value Capture for Affordable Housing
Wednesday November 15 2:00 - 5:00 PM

Principal
David Paul Rosen & Associates
Irvine, CA
949-559-5650
nora@draconsultants.com

Nora Lake-Brown, DRA Principal, has more than 35 years of experience in the fields of affordable housing finance and real estate market and financial feasibility analysis. Ms. Lake-Brown is a nationally recognized authority on inclusionary zoning and has assisted more than 60 U.S. jurisdictions develop, draft and adopt inclusionary housing ordinances and development impact fee programs to finance affordable housing. She has advised scores of agencies with the disposition of publicly held land for affordable housing and has served as financial consultant on more than $3.5 billion of affordable and market-rate housing, commercial, industrial and mixed-use real estate transactions and financings. She holds Bachelor’s degrees in Economics and Environmental Studies from the University of California, Santa Cruz and a Masters in City and Regional Planning from the Kennedy School of Government at Harvard University.


Tom Lauth

Hospital and Community Facility Finance
Thursday November 16 11:15 - 12:00 PM

Hospital and Community Facility Finance
Thursday November 16 2:30 - 3:15 PM

Attorney
Kutak Rock LLP
Atlanta, GA
404-222-4698
tom.lauth@kutakrock.com

Mr. Lauth focuses his practice primarily on public finance matters. For more than 25 years, he has represented states, counties, cities, public authorities, hospitals, non-profit and for-profit corporations and limited liability companies, investment banking firms and other financial institutions in a variety of public finance matters as bond counsel, underwriter's counsel, disclosure counsel, borrower's counsel, letter of credit bank's counsel, trustee's counsel and issuer's counsel. These public finance matters include the financing and refinancing of hundreds of projects, totaling in excess of $25 billion in aggregate principal amount, including health care facilities, multi-family housing, airports, mass transit facilities and rolling stock, water and sewer projects, solid waste treatment facilities, parks and green space, sports arenas, jails, manufacturing facilities, public utilities, public and private schools, including charter schools, student housing, dining facilities, research facilities and other university facilities, senior living facilities, renewable energy projects, economic development projects and traditional public projects.

The structures of these financings have ranged from the issuance of general obligation bonds, revenue bonds and certificates of participation to the structuring of tax increment financings and leveraged lease/lease-back financings and have utilized a vast array of financial structures and derivative products, including commercial paper, variable rate demand debt, SIFMA index term mode debt, liquidity facility secured debt, interest rate swaps, caps and collars and forward purchase agreements. Mr. Lauth advises clients on a wide variety of business and legal issues, including state constitutional and statutory issues and federal tax and securities issues, primarily related to public finance matters.

Mr. Lauth has served as a panelist and a speaker addressing various public finance topics at events and classes sponsored by the National Association of Bond Lawyers, the Georgia Charter Schools Association, The University of Georgia and Georgia State University.


Eric Letsinger

Innovative Stormwater Infrastructure Finance
Thursday November 16 2:30 - 3:15 PM

President
Quantified Ventures
Washington, DC
202-734-3712 x700
letsinger@quantifiedventures.com

In 2014, Eric Letsinger founded Quantified Ventures to scale promising, evidence-based enterprises with strong potential for measurable social impact. Leveraging his performance management, data analytics, deal structuring and organizational transformation expertise to advance performance-based transactions (e.g., Social Impact Bonds, Pay For Success), he develops a series of impact investment projects across the healthcare, education, human services and environmental industries. Having spent much of his career driving government efficiencies through public-private initiatives, Eric finds Social Impact Bonds represent a natural progression of his life’s work, enabling the social and public sectors to price, buy and sell validated outcomes as a means to accelerate clients’ ability to meet mission.

Eric brings 25+ years of senior leadership and direct management experience to the social impact industry. In executive positions in the private sector (IBM, PricewaterhouseCoopers, Cyveillance Software), public sector (Baltimore City Public Schools, Baltimore Housing Department) and the non-profit sector (Green & Healthy Homes Initiative, Campaign to Fix the Debt, Samaritan Inns), he has honed deep expertise in, and passion for, the education, healthcare, environmental and human services sectors.

Eric has an MBA from the Yale School of Management and a B.A. in Urban Studies from Northwestern University.


William Loewenstein

Creative Brownfield Financing Solutions
Thursday November 16 10:15 - 11:00 AM

Creative Brownfield Financing Solutions
Thursday November 16 1:30 - 2:15 PM

President
Community Initiatives Development Corporation
Hudson, NY
518-828-0681
billloewenstein@msn.com

CIDC’s President, Mr. Loewenstein has more than four decades of experience in the economic and housing development field. He has been President of CIDC for 25 years and in that role, has supervised the development of several hundred housing units, $500 million in public benefit facilities and over one and a half billion dollars in economic development projects. He also directs the firm’s real estate division which owns and has under management more than 400 million dollars of real estate holdings. He directs CIDC’s state and local contract delivery systems. He also operates a New Market CDE, which has received allocation from the Treasury.

Prior to joining CIDC, Mr. Loewenstein was a Regional Director with the National Development Council and was in charge of the Northeast and Southern Sections of the United States. Prior to CIDC he worked for the City of White Plains New York and Hudson New York, the latter as Director of Community Development. He also served as President of two SBA CDCs. He has won several HUD Best Practice Awards, and awards from the New York State Planning Federation and the National Trust for Historic Preservation and been a speaker at NAHRO, SBA and IEDC Conferences. He has been published in the Journal of Housing and the New York State Planning Federation News.

He holds a BA from Northeastern University and an MPA from New York University.


Lori Lutzka

Highway and Transportation System Financing Strategies
Thursday November 16 11:15 - 12:00 PM

Highway and Transportation System Financing Strategies
Thursday November 16 2:30 - 3:15 PM

Development Projects Manager
City of Milwaukee
Milwaukee, WI
414-286-5846
lori.lutzka@milwaukee.gov

Lori Lutzka leads Milwaukee’s urban economic development team. She has worked for the Department of City Development for 13 years. Her extensive experience in consumer, residential and commercial banking provides her with a strong background for overseeing and underwriting real estate projects. Prior to working for the City of Milwaukee her career included private sector experience in both banking and insurance. She also served on the Milwaukee County Board of Supervisors for seven years. Her current responsibilities include overseeing the City’s Tax Incremental Financing portfolio, the redevelopment in the Park East Corridor and numerous other major projects in downtown Milwaukee.


Peter Mancauskas

Highway and Transportation System Financing Strategies
Thursday November 16 11:15 - 12:00 PM

Highway and Transportation System Financing Strategies
Thursday November 16 2:30 - 3:15 PM

Financial Program Manager
Federal Highway Administration Office of Innovative Program Delivery
Montpelier, VT
202-503-9850
peter.mancauskas@dot.gov

Peter joined the CIFS team in 2017 focusing on GARVEE, SIB/Sec. 129 Loan programs. Before joining the CIFS team, he served as the Finance Manager and Program Development Team Leader in the FHWA Vermont Division from 2007-2017. While working in Vermont, Peter additionally participated in several other initiatives, including the Financial Management Improvement Initiative, TIGER National Review Team, FMIS Modernization, and completed a rotational assignment with the Federal Lands Highway Finance Program office.

Prior to joining FHWA, Peter worked for Homeland Security, Immigration and Customs Enforcement (DHS-ICE). He served within the CFO’s office, acting as supervisor and branch chief of intergovernmental agreements and receivables, primarily responsible for administering over 4 billion dollars in active government contracts and working with the financial offices of nearly all other government agencies. Before working for ICE, Peter worked for DHS-Citizenship and Immigration Services (CIS) as a program analyst. He started his career in Federal government with the Immigration and Naturalization Service (US-INS) in 2002.


Karl Marschel

Creative Brownfield Financing Solutions
Thursday November 16 10:15 - 11:00 AM

Creative Brownfield Financing Solutions
Thursday November 16 1:30 - 2:15 PM

Partner
Bryan Cave Leighton Paisner LLP
Chicago, IL
312-602-5015
karl.marschel@bclplaw.com

Karl Marschel, a member of Bryan Cave’s Real Estate Private Equity and REITs team, represents clients, both private and public, in all aspects real estate, from acquisition, development and disposition to negotiating development financing and navigating various tax incentives.

Among his clients are REITs and private equity firms as well as developers, equity investors and purchasers in connection with brownfield redevelopment and alternative energy projects.

Karl also represents clients with respect to public-private partnership matters such as corporate incentives and tax increment financing and serves frequently as bond counsel, underwriter’s counsel and trustee’s counsel with respect to special district financings, tax increment and other redevelopment financing.


Ivory N. Mathews

Supporting Workforce and Affordable Housing
Thursday November 16 10:15 - 11:00 AM

Supporting Workforce and Affordable Housing
Friday November 17 10:00 - 10:45 AM

Executive Director
Greenville Housing Authority
Greenville, SC
864-467-4299
ivorym@tgha.net

In August of 2014, Ivory N. Mathews was named the Executive Director of the Housing Authority of the City of Greenville, SC. Mrs. Mathews has over 19 years affordable housing experience. Throughout her tenure as a housing professional, she has contributed to garnering over $100 million for the preservation and new construction of affordable housing. In Mrs. Mathews’ current role she oversees a $33 million annual budget and a housing portfolio of over 3,300 units (6 Low Income Housing Tax Credit developments totaling 326 units, 132 Low Rent Public Housing units, 109 Rental Assistance Demonstration units, and 2780 Housing Choice Vouchers to include 135 HUD-VASH vouchers).

Prior to Mrs. Mathews joining the Greenville Housing Authority, she was Deputy Executive Director for the Lucas Metropolitan Housing Authority in Toledo, Ohio. In this role she assisted the Executive Director in overseeing a $53 million annual budget and a housing portfolio of over 7,400 units (2,700 low rent public housing units, 200 market rate units and 4,500 Section 8 Housing Choice Vouchers).

Mrs. Mathews holds a Master of Science in the Foundations of Education with a concentration in Counseling & Psychology from Troy State University-Augusta in Augusta, GA and a Bachelors of Arts in Sociology from Newberry College, Newberry, SC. Mrs. Mathews also holds several nationally recognized certifications in the affordable housing arena.

She is happily married to Donnie Mathews; they are the proud parents of two children, Mahogany, 12 and Dalton, 7.


Linda Matkowski

Financing Strategies to Support Manufacturing Facilities
Thursday November 16 10:15 - 11:00 AM

Financing Strategies to Support Manufacturing Facilities
Thursday November 16 2:30 - 3:15 PM

Chief Operating Officer
Stern Brothers
St. Louis, MO
314-727-5519
lmatkowski@sternbrothers.com

Linda Matkowski, COO of Stern Brothers, is a 33 year veteran of the financial services industry. Most recently, Linda held senior level positions with City Securities and Raymond James & Associates. As Executive Vice President at City Securities, she was responsible for the Fixed Income area of City Securities Corporation, including public finance, underwriting, institutional sales, retail and institutional trading (tax-exempt and taxable products), and municipal and corporate debt private placements. Linda served as Managing Director/ Manager of the Midwest region at Raymond James.
Linda worked extensively with the Illinois State Board of Education on the development of policies and administrative regulations governing Illinois School Finance from 1999 to 2012 and has written articles for association journals on governmental finance including debt issuance, referendum activities, long range financial activities and cash management and cash flow activities. She is presently a member of the Leadership Council of Southwest Illinois.
Linda has been involved with a number of securities industry organizations including serving as a past chair of SIFMA’s Municipal Executive Committee and as an Executive Board Member of the Bond Dealers Association (BDA). She is also a member of the National Association of Security Professionals (NASP), Government Finance Officers Association (GFOA) and Council for Development Finance Authorities (CDFA).
She has been an active member of various professional women’s organizations including, serving as the Past Chair of Pass The Torch For Women Foundation, which supports a national women’s mentoring program, and Women In Insurance and Financial Services. Linda is currently on the Executive Advisory Board of CharacterPlus, a nonprofit organization committed to building strong school communities. She is also on the National Council of Alpha Xi Delta fraternity.
Linda is a graduate of the University of Illinois, Champaign-Urbana, and holds the FINRA Series 7, 24, 50, 52, 53, and 63 licenses.


Kelli McClure

Hospital and Community Facility Finance
Thursday November 16 11:15 - 12:00 PM

Hospital and Community Facility Finance
Thursday November 16 2:30 - 3:15 PM

Chief Financial Officer
YMCA of Greater Kansas City
Kansas City, MO
816-561-9622
kellimcclure@kansascityymca.org




Joshua McCoy

Financing Broadband Infrastructure at the Local Level
Friday November 17 10:00 - 10:45 AM

Senior Managing Consultant
Public Financial Management
Huntsville, AL
256-536-3035
mccoyj@pfm.com

Joshua McCoy joined PFM in February 2007 as a part-time intern and became a full-time consultant in July 2008. After spending five years in the firm’s Memphis office, Joshua relocated to PFM’s Huntsville, Alabama office. He is a project manager for a majority of PFM’s Alabama clients and has provided financial advisory and project management support on transactions to general municipal, primary and secondary education, state revolving fund, and water and sewer clients. He is the primary project manager and day-to-day contact for clients such as Lee County Board of Education, Sylacauga City Schools, University of South Alabama and University of Arkansas System. He also provides primary technical and analytical expertise for clients such as City of Auburn, AL including Auburn City Schools, City of Mobile, AL, Mobile County, AL and Huntsville, AL, including Huntsville City Schools.

Joshua has supported senior staff on a multitude of debt transactions, financial planning, refunding, and financial modeling for a number of clients. His transaction experience encompasses a full range of issuance types including taxable, tax-exempt, competitive, and negotiated sales as well as an array of refunding and debt restructuring issues.


John Menke

Closing Session: Are You Addressing the Business Succession Needs in Your Community?
Friday November 17 11:00 - 12:00 PM

President
The Menke Group
Oakland, CA
415-318-1099
jmenke@menke.com

John D. Menke is the founder and president of Menke & Associates, Inc. and of Menke Capital Corp. He has been involved in designing and administering ESOPs for over 30 years. Prior to founding Menke & Associates, Inc. in 1974, Mr. Menke was a Senior Tax Attorney with the Law Offices of Louis O. Kelso (1972-1974), General Counsel to Boothe Computer Investment Corporation (1971-1972), a venture capital firm, and from 1968 to 1971 was an associate with the law firm of Kelso, Cotton, Seligman & Ray. Mr. Menke has written over 20 articles regarding ESOPs, leveraged buyouts, and estate planning techniques, as well as a leading book on ESOPs. Mr. Menke also co-drafted the original ESOP legislation which helped to spawn employee ownership in this country. Mr. Menke received his B.A. degree from the University of Texas and his LL.B. degree from Yale Law School.


Roy Messing

Closing Session: Are You Addressing the Business Succession Needs in Your Community?
Friday November 17 11:00 - 12:00 PM

Loan Fund Coordinator
Ohio Employee Ownership Center
Kent, OH
330-672-3028
rmessin2@kent.edu

Roy Messing is the Director of the Ohio Employee Ownership Center (“OEOC”), which is located at Kent State University. He directs the activities of the center’s three primary focuses – business succession planning: assisting prospective and existing employee-owned companies; and leading the development of cooperatives. The center has a long history in supporting the initial and ongoing development of Employee Stock Ownership Plan (ESOP) and Employee/Worker Cooperatives.

Mr. Messing also is the Loan Fund Coordinator for the Common Wealth Revolving Loan Fund (“CWRLF”). CWRLF is a Certified Community Development Financial Institution that provides funding to employee of cooperatively owned enterprises in Ohio.

Mr. Messing also serves as the Managing Director of Transitions Advisory Group, a private business consulting firm that focuses on maximizing value for client companies, assisting in financial planning, and providing other business planning guidance.

Mr. Messing has served as CFO of a local manufacturing company, and before that spent 23 years in a variety of commercial lending/Finance roles, where he developed and maintained client relationships with a wide variety of small and middle market businesses. He has a BS degree in Agricultural Economics from Michigan State University and an MBA (finance concentration) from the University of Dayton (Ohio). He has been designated a Certified Exit Planning Advisor (CEPA) from the Exit Planning Institute and achieve the Certified Value Builder Designation from the Value Builder System.


Emily Metzler

Game Changing Revitalization Approaches
Thursday November 16 10:15 - 11:00 AM

Game Changing Revitalization Approaches
Friday November 17 10:00 - 10:45 AM

Senior Vice President
MuniCap, Inc.
Columbia, MD
443-539-4112
emily.metzler@municap.com

Emily Metzler is a Senior Vice President at MuniCap, where she has served for over ten years. MuniCap is a small public finance firm specializing in facilitating public-private partnerships between local governments, commercial developers and residential homebuilders to fund public infrastructure through the issuance of municipal bonds. MuniCap's expertise lies in the field of tax increment and special assessment/tax financing. Since 1997 MuniCap has helped close over 160 public financings in 30 states, totaling over $5.4 billion of public investment in development projects. Headquartered in Columbia, Maryland, MuniCap has satellite offices in Charleston, South Carolina, Dallas, Texas, and Richmond, Virginia.

In her position, Ms. Metzler manages over fifty differing large-scale, catalytic development projects and actively participates in all aspects of the financial structure of each deal from conception to capitalization, implementation, and administration post issuance. In addition, she is responsible for new business development efforts in the markets for which she serves. Clients include public entities such as Fairfax County, VA, Howard County, MD, and Montgomery County, MD, as well as private entities such as Gaylord, Forest City, SunCal, Related Companies, Newland, and PN Hoffman. Since 2007, Ms. Metzler has assisted with the issuance of over $791 million in publicly marketed bonds.

Ms. Metzler is a 2001 graduate of Western Beaver High School and a 2005 graduate of Clarion University. She graduated with a degree in both real estate and finance. Ms. Metzler was an active member of the Financial Management Association, played intramural basketball, and obtained her real estate license for the Commonwealth of Pennsylvania during her college career.

Following graduation from Clarion University, Ms. Metzler was hired into the management program through National City Bank, now PNC, where ultimately she maintained the role of a branch manager and business lending banker before being hired at MuniCap.

Ms. Metzler is active in the Association of Public Finance Professionals, Council of Development Finance Agencies, and Women in Public Finance, Virginia Chapter.


Emily Moser

Supporting Workforce and Affordable Housing
Thursday November 16 10:15 - 11:00 AM

Supporting Workforce and Affordable Housing
Friday November 17 10:00 - 10:45 AM

Development Analyst
Ohio Capital Finance Corporation
Columbus, OH
614-224-8446
emoser@occh.org




Kenneth Neighbors

Opening Session: Leveraging Capital for Adaptive Reuse
Thursday November 16 9:00 - 10:00 AM

Shareholder
Greenberg Traurig, LLP
Atlanta, GA
678-553-2180
neighborsk@gtlaw.com

Kenneth M. Neighbors focuses his practice primarily in the area of public finance, providing legal advice in support of public-private partnerships, governmental financing and economic development initiatives ranging from transportation and integrated transit projects, tax allocation district formation and financing, mixed-use, commercial, retail and multi-family real estate financings, to 501(c)(3), community land trust, affordable housing, and other tax-exempt bond financings. Ken’s work also focuses on the implementation of federal, state and city supported economic development programs and initiatives. Ken also provides business and legal advice in connection with the acquisition, sale and management of real estate holdings, and provides general representation in connection with corporate matters and corporate and venture capital financing transactions.

Prior to his practice as a lawyer, Ken served as a merchant and investment banker, and as a senior officer of an investment firm focusing on the Emerging Domestic Marketplace (EDM).


Alex Pazuchanics

Financing Smart Cities
Thursday November 16 1:30 - 2:15 PM

Financing Smart Cities
Friday November 17 10:00 - 10:45 AM

Assistant Director
City of Pittsburgh
Pittsburgh, PA
412-639-8423
alexander.pazuchanics@pittsburghpa.gov

Alex Pazuchanics serves as the Assistant Director for Planning and Policy in the City of Pittsburgh’s new
Department of Mobility and Infrastructure.  In this role, he supports the transition to a dynamic, multi-
modal, and a more equitable transportation system in Pittsburgh. He led Pittsburgh's response to the
USDOT Smart City Challenge, which was named one of 7 finalists from 78 applications and is a member
of the PennDOT Autonomous Vehicle Policy Task Force. Alex previously served as the Mayor’s Policy
Advisor, responsible for advancing issues such as storm water management, affordable housing, and
financial reform. A graduate of The George Washington University and Carnegie Mellon University, he
has additionally worked in the Pennsylvania House of Representatives and Pittsburgh City Council.


Ted Phillips

Financing Broadband Infrastructure at the Local Level
Friday November 17 10:00 - 10:45 AM

Chief Financial Officer
Huntsville Utilities
Huntsville, AL
256-535-1350
ted.phillips@hsvutil.org

Ted Phillips is currently the CFO for Huntsville Utilities, a position he has held since September 2011. Huntsville Utilities provides Electric, Natural Gas and Water to over 190,000 in Madison County Alabama. He is responsible for the Accounting, Purchasing, Warehousing, Fleet, Facilities, Budgeting and Technology departments of Huntsville Utilities. The ten years pervious to being in Huntsville, he was the Finance Director for the City of Shelby NC. Before being employed by the City of Shelby Ted also worked 5 years in the finance department of the City of Monroe NC, and 2 years in the finance department for Mecklenburg County NC. Ted began his professional career with the Missouri State Auditor’s Office as a staff auditor in 1988.

Ted graduated from Southeast Missouri State University with a BS in Business Administration in 1988. He is a Certified Public Accountant (CPA) and a Certified Internal Auditor (CIA).

Ted is currently on the board of the United Way of Madison County. He is also on the board, and is the Treasurer of The Schools Foundation of Huntsville and Madison County.

Ted has been married to his beautiful wife, Carol Rhea Phillips for almost 20 years. They have two handsome sons. Ryan age 18, a freshman at Auburn University, and Evan age 14, a freshman at Huntsville High School.


Eric Pinckney

Opening Session: Leveraging Capital for Adaptive Reuse
Thursday November 16 9:00 - 10:00 AM

Project Executive
Integral
Atlanta, GA
404-224-1889
epinckney@integral-online.com

Eric L. Pinckney is the Project Executive responsible for the implementation of Assembly in Doraville, GA, which is a 145 acre, 10 million square foot redevelopment of the former General Motors plant in metro Atlanta and one of the largest transit oriented developments in the United States. He has been affiliated with Integral since the company’s inception in 1993.

Mr. Pinckney has over 25 years of real estate industry experience, including $1.5 billion in multifamily development and $100 million in public improvements. His know-how encompasses engineering design, construction management, project management, and real estate development.

Mr. Pinckney has a strong command of the community building process. He has managed every aspect of a program including master planning with community participation; managing public/private partnerships; design; financing; construction; lease-up; operations and compliance.

Mr. Pinckney has extensive experience with federal procurement regulations; the use and layering of federal funds with private equity and conventional debt; reporting; and compliance requirements.

Mr. Pinckney was also an instrumental part of the team that developed the mixed-income, mixed-use model utilized to implement the Housing Authority of the City of Atlanta’s Olympic Legacy Program, heralded as “The Atlanta Model”. This model revitalized five distressed communities in the Authority’s portfolio.

Mr. Pinckney earned a Bachelor of Science in Mechanical Engineering and a Masters in City Planning from the Georgia Institute of Technology. He is a member of Leadership Atlanta Class of 2013, and currently serves on the boards of the Georgia Tech Fellowship of Christian Athletes, and the Arthur Blank YMCA.


Laura Radcliff

Opening Session: Leveraging Capital for Adaptive Reuse
Thursday November 16 9:00 - 10:00 AM

Managing Director
Stifel Nicolaus & Company, Inc.
Saint Louis, MO
314-342-2153
radcliffl@stifel.com

During her career, Ms Radcliff has served as investment banker on more than 300 bond issues with a total par amount in excess of $17 billion. Ms. Radcliff’s primary investment banking focus is on revenue bonds of public entities. Ms. Radcliff has served as investment banker for numerous development and redevelopment financings, including Public Improvement Districts, Tax Increment Finance Districts, Transportation Development Districts, Municipal Management Districts and Community Development Districts across the country. As lead investment banker for TIF projects, Ms. Radcliff has worked on transactions in Florida, Illinois, Kansas, Michigan, Missouri, North Carolina, Rhode Island, Virginia and the US Virgin Islands.   Ms. Radcliff has lectured extensively on the topic of financing to a wide range of audiences, including the American Bar Association, the Council of Development Financing Agencies, CREW Network, the National Council for Public Private Partnerships, several individual state agencies and municipal organizations, and numerous real estate and economic development organizations. In 2010 at the invitation of the governments of Wellington, New Zealand and New South Wales, Australia, Ms. Radcliff led a series of Tax Increment Finance Master Classes for local government officials from throughout Australia and New Zealand and as they contemplated the adoption of TIF in their countries. Ms. Radcliff co-authored two CDFA publications on Tax Increment Finance, the Tax Increment Finance Best Practices Reference Guide and the Advanced Tax Increment Finance Reference Guide.    She is Treasurer and Member of the Board of The Partnership for Downtown St. Louis. Ms. Radcliff holds a Bachelor of Science degree in Urban Planning from Michigan State University and earned a Masters of Public Affairs degree from Princeton University. Prior to becoming an investment banker in 1994, Ms. Radcliff worked in local government economic development.


Thomas Reiman

Financing Broadband Infrastructure at the Local Level
Friday November 17 10:00 - 10:45 AM

President
The Broadband Group
Las Vegas, NV
702-405-7000
treiman@broadbandgroup.com

Thomas A. Reiman, founder and President of The Broadband Group (TBG) and more recently, TBG Network Services Inc (TBGNS), has been active in the field of telecommunications and land development since 1979. Through his combination of land entitlement, development, and telecom expertise, Tom leads TBG and TBGNS in representing and supporting many of America’s largest Cities, Utilities, and Master Planned Communities. TBG’s influence and planning expertise has also been instrumental in the creation of fiber broadband connected communities throughout the nation. Through these engagements, TBG has earned the respect and cooperation of Telcos, Cable TV Multiple System Operators, Internet Service Providers, and other Network partners.

TBGNS is currently contracted to complete engineering, design, construction, and activation of the 1,000 mile fiber network serving Huntsville Utilities (AL) and its initial tenant, Google Fiber.

In addition to telecommunications consulting services, TBG has also represented the nation’s largest shareholder owned utility, Pacific Gas & Electric (PG&E). Mr. Reiman personally directed the Wellington, New Zealand “Telecity” project, led an Electronic Commerce Consortium for the Microelectronics and Computer Technology Corporation (MCC) in Austin, Texas, and created and directs content supporting the nation’s first Verizon Fios Fiber-to-the-Home Community in Brambleton, VA. Mr. Reiman’s experience includes ownership of a Cable Television Multiple Systems Operator, consultancies to multiple Broadband Service Providers, and advisory roles to local governments.


Amanda Rhein

Transformative Neighborhood Investments
Thursday November 16 11:15 - 12:00 PM

Transformative Neighborhood Investments
Friday November 17 10:00 - 10:45 AM

Executive Director
Atlanta Land Trust
Atlanta, GA
404-661-6417
arhein@atllandtrust.org

Amanda Rhein is Senior Director of Transit Oriented Development and Real Estate at MARTA, the nation’s ninth-largest transit system, which includes heavy rail, bus and paratransit services. She oversees the Office of Transit Oriented Development (TOD) and Real Estate, whose vision is to create transit-oriented communities that connect people to opportunities, drive sustainable community development and promote regional prosperity.

Ms. Rhein previously served as Interim Managing Director of Redevelopment at Invest Atlanta, Atlanta’s Development Authority and the economic development agency for the City of Atlanta. She oversaw the team responsible for managing and marketing the City’s primary economic development tools, tax allocation districts (TADs) and New Markets Tax Credits (NMTCs). While at Invest Atlanta, Ms. Rhein doubled the number of TADs and funded over 30 projects, which resulted in the investment of $3.5 billion in Atlanta’s most underserved communities.

A native of Cincinnati, Ohio, Ms. Rhein graduated from Boston College with a bachelor’s degree in sociology in 2002. She earned a Master of City and Regional Planning from the Georgia Institute of Technology in 2004.

Ms. Rhein is a regular guest lecturer at the School of City and Regional Planning and has presented at numerous national and local conferences on TOD and economic development and, in 2015, gave a TED talk at the TEDxAtlanta Conference. She has also authored articles in Urban Land Magazine, the Atlanta Business Chronicle, the Atlanta Journal Constitution and contributed to several best practice case studies for the Council of Development Finance Agencies.

Ms. Rhein is active in the Urban Land Institute at both the local and national levels. Ms. Rhein is a member of the national Transit Oriented Development Council, a group of 50 national industry experts. Locally, she is active on the Livable Communities Council, a facilitator for the UrbanPlan program and a member of the Atlanta District Council Advisory Board. During her tenure as the inaugural co-chair of the ULI Atlanta Center for Leadership, she designed and implemented an innovative leadership program for real estate professionals, which now serves as a national model.

Ms. Rhein served on the Board of Directors’ Dad’s Garage Theater Company from 2010 to 2015. She is presently a member of the Board of Directors of Rebuilding Together Atlanta and serves on the Board of Trustees of the Atlanta Preservation Center, for which she also serves as a Downtown tour guide.

In 2016, Ms. Rhein was named one of ULI’s 40 Under 40 and named to the Atlanta Business Chronicle’s annual 40 Under 40 list. She was also named one of Atlanta’s 40 Power Women in Real Estate and the Atlanta Business Chronicle’s Commercial Real Estate Who’s Who. In 2015, Ms. Rhein received the Longleaf Award from the Georgia Conservancy’s Generation Green for her work to promote and implement sustainable growth and multi-modal transportation options in Atlanta. Ms. Rhein is a member of the Outstanding Atlanta Class of 2011 and the 2006 class of Leadership Atlanta’s LEAD Atlanta program, which she co-chaired from 2008 to 2009 and co-chaired the inaugural Alumni Steering Committee.


Toby Rittner

2017 National Development Finance Summit Luncheon: Financing Solutions for Workforce Development
Thursday November 16 12:00 - 1:15 PM

President and CEO
Council of Development Finance Agencies
Columbus, OH
614-705-1300
trittner@cdfa.net

Toby Rittner is the President & CEO of Council of Development Finance Agencies (CDFA), a national association dedicated to the advancement of development finance concerns and interests. CDFA is comprised of the nation’s leading and most knowledgeable members of the development finance community representing hundreds of public, private and non-profit development entities. Members are state, county and municipal development finance agencies and authorities that provide or otherwise support economic development financing programs. Mr. Rittner runs the day-to-day operations of the Council, which includes management of a 32-member Board of Directors, and the organization’s various educational, advocacy, research, resources and networking initiatives.

Rittner is one of the most vocal and recognized leaders of the development finance industry nationwide and has advised state and federal government leaders, including President Obama’s Administration Transition Team, on economic development finance policy. Through his leadership and guidance, CDFA was successful in preserving private activity bonds and other critical development finance tools during the 2017 tax reform deliberations.

Rittner is a frequent speaker at local, state and national conferences and events focused on economic development finance. He has been featured extensively in The Bond Buyer, Wall Street Journal, Bloomberg, NPR and other national media publications concerning the advancement of development finance tools. He is the author of CDFA's highly acclaimed Practitioner's Guide to Economic Development Finance and co-author of CDFA's Unlocking Capital: A Handbook for Becoming a High Performing Development Finance Agency.

Rittner is an adjunct faculty member at The Ohio State University and Carnegie Mellon University teaching planning and finance for sustainable economic development. He is a Development Finance Certified Professional (DFCP) through CDFA.

Prior to joining CDFA, Mr. Rittner was the Director of Legislative Affairs for the International Economic Development Council (IEDC). Mr. Rittner has also worked for the Franklin County, Ohio Board of Commissioners and the City of Gahanna, Ohio. Mr. Rittner previously served on the U.S. Environmental Protection Agency’s Environmental Financial Advisory Board and is a member of the Advisory Board for the National Community Fund I. Mr. Rittner holds a Bachelor of Arts in Political Science and a Master's of City and Regional Planning degree from The Ohio State University. Mr. Rittner was awarded the Ohio State University College of Engineering Distinguished Alumnus Award in 2016.


David Rogers

Energy Savings and Conservation Finance Programs
Thursday November 16 1:30 - 2:15 PM

Energy Savings and Conservation Finance Programs
Friday November 17 9:00 - 9:45 AM

Member
Frost Brown Todd, LLC
Columbus, OH
614-582-0688
drogers@fbtlaw.com

David is a senior partner in the Columbus office of Frost Brown Todd LLC, a 500-lawyer firm located in 8 states, and is a member of its Public and Project Finance service team. His practice focuses on public finance, project finance, healthcare finance, structured finance, public-private partnerships (P3’s), alternative and advanced energy finance, and economic development.

As an Infrastructure Finance Expert he serves as bond counsel, structuring counsel, underwriter's counsel, developer's counsel or purchaser's counsel for both taxable and tax-exempt project financings, including public infrastructure, economic development and facilities finance for advanced energy, shopping centers, office buildings, stadiums, arenas and hotel facilities; as bond counsel, disclosure counsel and underwriter's counsel for both tax-exempt and taxable bonds and bond fund programs, including energy, housing, IDB, hospital, 501(c)(3), education and traditional issues, including P3’s and incentive programs for Ohio port authorities; and related taxable capital lease bond issues, credit tenant leases, securitizations, secondary market transactions and governmental synthetic leases. He acted as counsel to Queensland Investment Corporation, the lessee from The Ohio State University of all parking system assets in the OSU P3. He also acted as special real estate counsel to the county and placement agent's counsel for multiple bond issues financing the $275 million Ernst & Young Tower Cleveland Flats project; and he led the teams drafting the PACE (Property Assessed Clean Energy) statutes in Ohio and Kentucky, closing multiple projects thereunder.

David is also the President of the FBT Project Finance Advisors LLC consulting group, an affiliate of Frost Brown Todd and a registered municipal advisor with the SEC and MSRB. David and the members of his FBT Project Finance Advisors team have worked on project finance solutions for delivery and implementation of hundreds of infrastructure projects. They have over 75 years experience consulting on public and project finance projects, including design-build and DBFOM (design build finance operate and maintain) public-private partnerships utilizing availability payments, tolls, at-risk and other innovative delivery methods. He uses a comprehensive team approach in this work, helping clients from the earliest stages of each project through financing, construction, and project administration. He focuses on consulting governmental units and the private sector in the areas of infrastructure finance, economic development and redevelopment, real estate finance, healthcare finance, and public-private partnerships.


Jessica Rose

Closing Session: Are You Addressing the Business Succession Needs in Your Community?
Friday November 17 11:00 - 12:00 PM

Chief Financial Officer & Director
The Democracy Collaborative
Cleveland, OH
407-808-7148
jessica@democracycollaborative.org

Jessica Rose is the Democracy Collaborative’s Chief Financial Officer and Director of Employee Ownership Programs, working out of the Cleveland office. In addition to her role with internal financial management, she serves as a consultant and project lead in TDC’s advisory practice, oversees research and outreach related to employee ownership projects, and she also provides as needed business development support to the Evergreen Cooperatives.

Jessica's primary areas of expertise include impact investing, organizational design, and business development, with a special emphasis on start-ups, social ventures, and small to medium sized enterprises. Her early career was spent as a micro-entrepreneur, teacher, and the leader of multiple mission-driven community organizations. After becoming aware of cooperative business ownership models and the broader social enterprise movement, she returned to earn her M.B.A. at The University of Notre Dame, as an M.B.A. Fellow and Forte Foundation Fellow. During this time, Jessica concentrated in investments and social business models and served as an Associate in an early-stage investment office, an Equity Analyst for the university’s endowment, and a Consultant to several domestic and international impact organizations, including Catholic Relief Services, The Irish Angels, and The Valley Alliance for Worker Cooperatives.


Matt Samuelson

Opening Session: Leveraging Capital for Adaptive Reuse
Thursday November 16 9:00 - 10:00 AM

Chief Operating Officer
Integral
Atlanta, GA
404-307-4489
msamuelson@integral-online.com

Matt Samuelson serves as Chief Operating Officer for Integral’s Commercial Real Estate Division. With over 20 years in development, program and construction management, Mr. Samuelson brings to bear an expert understanding of asset development, entitlement, execution and delivery, operations and life-cycle of facilities and improvements. His leadership of the development and execution functions includes oversight over program development, development pro forma budgeting, project entitlement, A/E and contractor platform relationships, construction budgeting and contracting, construction scheduling, constructability reviews, value engineering, construction delivery and asset marketing and operational occupancy.

Mr. Samuelson's career began at Danis Industries, a heavy civil construction firm focused on water, waste water and infrastructure, and continued as Project Manager on Beers Construction's healthcare and education projects. He served as President of CCL Associates, a regionally based development and program management firm, where he led the evolution of its brand and its offerings, culminating in projects totaling over $1 billion in development costs. Mr. Samuelson continued his dedication for program management in founding a
firm that specializes in campus, recreational, performance and assembly spaces. He left his firm to become President of Integral Gude Program Management where he doubled operations before advancing to Integral’s Commercial Real Estate Division where he has been key to advancing the platform to its current position as a national market and product leader.

Mr. Samuelson graduated from the Georgia Institute of Technology with a Bachelor of Science degree in Civil Engineering and received a certificate of engineering from Oxford University, Oxford England. He is a member of the 2014 Class of Leadership Atlanta. His board service has included the Fellowship of Christian Athletes, Atlanta Public Schools Local School Council, True Colors Theatre Company. Mr. Samuelson currently serves on the Boards of the Metro Atlanta YMCA, Livable Buckhead, Inc. (CID Non Profit), and Velocity Productions. Mr. Samuelson is married to Kari, a fellow graduate of Georgia Tech, with whom he has two sons and a daughter.


Mary Schanning

Highway and Transportation System Financing Strategies
Thursday November 16 11:15 - 12:00 PM

Highway and Transportation System Financing Strategies
Thursday November 16 2:30 - 3:15 PM

Deputy City Attorney
City of Milwaukee
Milwaukee, WI
414-286-2637
mschan@milwaukee.gov

Mary L. Schanning is a Deputy City Attorney for Milwaukee, Wisconsin, and has worked for the City of Milwaukee since 2011. She manages the Real Estate, Education & Housing Section of the Milwaukee City Attorney’s Office and handles complex real estate development and financing for the City and its Redevelopment Authority.  Her recent notable projects include representing the City in negating development agreements for a basketball arena for the Milwaukee Bucks, an office tower for Northwestern Mutual and a residential tower on Milwaukee’s lakefront to include a public plaza and streetcar station within the development.  Prior to her current position in Milwaukee, Atty. Schanning was the City Attorney for West Bend, Wisconsin, for over 10 years where she handled all aspects of municipal law including eminent domain, land use and development, public construction, citation prosecution, employment law, open meetings and public records.  Atty. Schanning is the Past-President of the Wisconsin State Bar’s Government Lawyers Division.  She received her J.D. from the College of William & Mary in Williamsburg, VA.


Douglass P. Selby

Creative Stadium Financing Strategies
Thursday November 16 10:15 - 11:00 AM

Creative Stadium Financing Strategies
Friday November 17 9:00 - 9:45 AM

Partner
Hunton Andrews Kurth LLP
Atlanta, GA
404-888-4207
dselby@hunton.com

Doug’s practice focuses on public finance including serving as bond and disclosure counsel to issuers and underwriters’ counsel to investment banks for governmental and private activity bonds and corporate representation of governmental authorities as outside general counsel.

Doug’s experience includes advising, negotiating and documenting tax-exempt bond transactions for airports, stadiums, water & sewer systems, other governmental facilities and infrastructure, public-private partnerships (P3s) through TIF/TAD, PILOT and Property Assessed Clean Energy (PACE) district-backed financings and providing general corporate advice to governmental authorities.

Doug also provides training to governmental finance and legal personnel on “Post-Issuance Tax Compliance” and compliance with “Continuing Disclosure” rules set out by MSRB Rule 15c-2-12.


Blake Sharpton

Creative Stadium Financing Strategies
Thursday November 16 10:15 - 11:00 AM

Creative Stadium Financing Strategies
Friday November 17 9:00 - 9:45 AM

Attorney
Butler Snow LLP
Macon, GA
478-238-1360
blake.sharpton@butlersnow.com

Blake Sharpton is a member of the Public Finance, Tax Incentives and Credit Markets Group at Butler Snow. He focuses his practice on public finance, governmental law, economic development incentives, school law, construction contracting, real estate law, commercial lending, mergers and acquisitions, corporate/LLC law, and Low-Income Housing Tax Credits. Blake is AV-rated by Martindale-Hubbell and was named as one of Georgia’s Top Rated Lawyers in 2013.

Blake is a member of the Macon bar Association, the State Bar of Georgia, the National Association of Bond Lawyers, and the American Bar Association.

Blake is a graduate of the University of Georgia where he earned his B.B.S in Finance and M.I.S. before earning his Juris Doctor at Mercer University School of Law


Chris Sheehan

Game Changing Revitalization Approaches
Thursday November 16 10:15 - 11:00 AM

Game Changing Revitalization Approaches
Friday November 17 10:00 - 10:45 AM

Director
Stifel Nicolaus & Company, Inc.
Annapolis, MD
410-268-1653
sheehanc@stifel.com

Mr. Sheehan, Director, has over 16 years of public and private finance experience with a primary investment banking focus on economic development finance.  Mr. Sheehan has served as an investment banker for numerous development and redevelopment financings, including Public-Private financings, Tax Increment Finance Districts, Special Taxing Districts and Special Assessment Districts across the county.   Mr. Sheehan has completed economic developments financings for the Cities of Baltimore and Hyattsville, the Counties of Howard County, Prince George’s and Anne Arundel in Maryland as well as Stafford and Prince William Counties in Virginia.  In addition, he has served as investment banker for numerous municipal entities, including cities, counties, states and educational institutions on new money and refunding issues.  Mr. Sheehan has extensive experience with housing and real estate finance and worked with the Department of Housing and Urban Development (“HUD”) to develop and implement a financing vehicle that has allowed public housing authorities to borrow over $6 billion from the bond markets in order to finance capital improvements. Mr. Sheehan is the co-author of a monthly research report that is distributed to Stifel clients on the market for economic development financings.  Mr. Sheehan is active in the Urban Land Institute (ULI), and is a member of the Baltimore Chapter of Lambda Alpha International (LAI), the Maryland Government Finance Officers Association and a member of the Board of Trustees for the Council for Development Finance Agencies (CDFA).  Mr. Sheehan maintains the Series 50, 52 and 63 NASD licenses.


Diane Sontum

Creative Access to Capital Solutions
Thursday November 16 1:30 - 2:15 PM

Creative Access to Capital Solutions
Friday November 17 9:00 - 9:45 AM

Co-Founder, Chief Executive Officer
The Local Crowd, LLC
Laramie, WY
307-760-7373
diane@thelocalcrowd.biz

Diane Wolverton is the co-founder and CEO of The Local Crowd, LLC, a company devoted to bringing new capital resources to rural America. She has served in leadership roles in economic and community development in Wyoming for the past 25 years. She was the Executive Director of the Wyoming Smart Capital Network, an SSBCI funded capital resource for Wyoming entrepreneurs, and served as State Director of the Wyoming Small Business Development Center. Diane is an entrepreneur and former owner of the Bridger Valley Pioneer, a community newspaper in Lyman, Wyoming. She serves on the board of the Wyoming Women's Business Center, and is a former board member and national Chairperson of the Association of Small Business Development Centers. She holds a BA degree from Azusa Pacific University, an MA degree from the University of Wyoming, and a D.Min. degree from Wisdom University.


Bret Stuntz

Groundbreaking Mixed-Use Developments
Thursday November 16 11:15 - 12:00 PM

Groundbreaking Mixed-Use Developments
Thursday November 16 2:30 - 3:15 PM

Regional Manager
AKT Peerless
Detroit, MI
313-962-9353
stuntzb@aktpeerless.com

Mr. Stuntz has 20 years of consulting experience on economic development projects spanning everything from real estate finance, development and planning to successfully completing complicated, multi-faceted brownfield redevelopment initiatives that often involve multiple properties and stakeholders. He is skilled at evaluating the potential environmental risks associated with commercial, industrial and residential properties, at identifying and qualifying economic development incentives for redevelopment projects that often make them viable, and at navigating local, state and federal environmental laws governing these sites.


Rebecca Sullivan

Collaborative Student and Permanent Housing Finance
Thursday November 16 1:30 - 2:15 PM

Collaborative Student and Permanent Housing Finance
Friday November 17 9:00 - 9:45 AM

Senior Vice President
MassDevelopment
Boston, MA
617-330-2068
rsullivan@massdevelopment.com

Rebecca A. Sullivan is Senior Vice President of Institutional Finance at the Massachusetts Development Finance Agency, specializing in tax exempt bond financing. Rebecca manages MassDevelopment’s bond financing primarily for public infrastructure, not-for profit, charter school and energy projects. Since joining the Agency, she has closed over 500 transactions totaling over $3 billion in tax-exempt bonds. Prior to joining MassDevelopment in 2001, she worked at Fleet Securities and BankBoston as investment banker and at BankBoston and BayBank as a short-term tax-exempt trader and underwriter. Ms. Sullivan serves on the Boards of CREW Boston, Vinfen, the Scandinavian Charitable Society of Boston, Excel Academy Charter School (Advisory Board) and Chairs the MassDevelopment Charter School Guarantee Fund Advisory Board. She holds an M.S.F. from Boston College, and a B.A in Business Administration from the University of Massachusetts, Amherst.


Carol Thompson

Creative Brownfield Financing Solutions
Thursday November 16 10:15 - 11:00 AM

Creative Brownfield Financing Solutions
Thursday November 16 1:30 - 2:15 PM

Economic Development Specialist
Palm Beach County
West Palm Beach, FL
561-355-3624
cthompson@pbcgov.org

Ms. Thompson has her master’s degree in Urban and Regional Planning from the University of Wisconsin, Bachelor of Arts from the University of Illinois and Real Estate Development coursework from Harvard University’s Office of Special Programs.

Her responsibilities in HES include:

1) The preparation and management of all economic and fiscal impact analyses; obtaining and administering all competitive grants [including the Revolving Loan Fund grant from the U.S. Environmental Protection Agency (EPA)];

2) Preparation of demographic, economic and housing statistics for business outreach and incentive programs used to profile the County as a business friendly environment; and

3) Functions as liaison to government employees, elected officials, businesses/developers (and representatives), non-profits and community groups to facilitate economic and community development/redevelopment plan and programs.

Prior to joining the County, Ms. Thompson worked as a consultant to the private and public sectors. She prepared, managed and implemented development potential and demographic research and analysis; market/economic/fiscal analyses; real estate research; urban planning for development/ redevelopment; governmental/zoning approvals; litigation support and affordable housing analyses; and presentations and expert testimony at quasi-judicial public hearings and eminent domain cases.


Paul Toth Jr.

Financing Strategies to Support Manufacturing Facilities
Thursday November 16 10:15 - 11:00 AM

Financing Strategies to Support Manufacturing Facilities
Thursday November 16 2:30 - 3:15 PM

President & Chief Executive Officer
Toledo-Lucas County Port Authority
Toledo, OH
419-243-8251
ptoth@toledoportauthority.org

Paul L. Toth Jr. is the President and CEO of the Toledo-Lucas County Port Authority and is responsible for a staff of 30 and for all Port Authority operations. Most recently, Paul served as Vice President of Technical and Financing Services and Airports Director for the Toledo-Lucas County Port Authority. His responsibilities in these roles included overseeing all activities of the airports and planning, engineering, development, and construction activities associated with the Port Authority’s multi-modal facilities. His responsibilities also include the Port Authority’s Innovative Financing Programs which include the Northwest Ohio Bond Fund as well as regional loan programs for the State of Ohio and Small Business Administration.

Paul earned a Bachelor’s Degree in Mechanical Engineering from the University of Toledo and is a registered Professional Engineer in the State of Ohio. He is also a Graduate of the University of Toledo’s Graduate School of Business earning a Masters in Business Administration, specializing in finance.

Paul has been employed with the Toledo-Lucas County Port Authority for more than 27 years, serving in several capacities during his career. He served as Director of New Project Development and Technical Services, Director of Airports, and Vice President of Technical and Financing Services for the Toledo-Lucas County Port Authority prior to being appointed President and CEO in 2009.

Paul has served on several Committees with the Toledo Regional Chamber of Commerce including the Military Affairs Committee and Economic Development Committee. He is a past President of the Board of Trustees of the University of Toledo Alumni Association, currently serves as Vice Chair of the Board of Directors for the Zepf Center, a not-for-profit social service organization, and is on the board of the Northwestern Ohio Food Bank and the University of Toledo Foundation.


William Trumbull

2017 National Development Finance Summit Luncheon: Financing Solutions for Workforce Development
Thursday November 16 12:00 - 1:15 PM

Vice President
ICF
Fairfax, VA
703-225-2299
william.trumbull@icf.com

Ed Trumbull is a Vice President at ICF and specializes in employer-driven, community-based, and outcomes-focused workforce development. Clients include private, public, and non-profit organizations. Ed has over 25-years of professional experience crafting impactful strategic plans, creating and implementing successful workforce development solutions, conducting insightful research and analysis, and fostering innovative job creation strategies. He is leading the ICF team working with Sagamore Development Company to develop and pilot the Port Covington Workforce Strategy.

Prior to joining ICF, Ed was the workforce, K-12, and higher education advisor to Maryland Governor William Donald Schaefer, staff to the Governor’s Workforce Investment Board, president and CEO of the Montgomery County Workforce Development Corporation and architect of its award winning One-Stop Career Center system, management consultant to the leadership of the U.S. Departments of Labor, Commerce, and Health and Human Services, and executive of several national workforce organizations. Ed is a Board Member of the nationally recognized Northern Virginia Workforce Development Board and SkillsSource Group, Inc.

He received his B.A. in Political Science from Claremont McKenna College in Claremont, California and M.P.M. in Public Sector Financial Management from the University of Maryland in College Park, Maryland.


Kim Vincent

Creative Access to Capital Solutions
Thursday November 16 1:30 - 2:15 PM

Creative Access to Capital Solutions
Friday November 17 9:00 - 9:45 AM

Co-Founder, Chief Operating Officer
The Local Crowd, LLC
Laramie, WY
888-465-9622
kim@thelocalcrowd.biz

Kim Vincent is the Co-Founder and COO of the Local Crowd LLC. Kim has worked extensively in both privately held and public service organizations. She has provided counseling and training services for the Wyoming Women's Business Center and the Wyoming Small Business Development Center. Kim has an MBA and a BS in Accounting and has extensive experience in assisting small businesses in financial recordkeeping and reporting systems. She also has a variety of industry experience in the private sector working on start-ups, turnarounds, and established companies. Kim also serves as Organizational committee chair on the Laramie Main Street Board. She is also a Main street business owner.


Kip Wahlers

Transformative Neighborhood Investments
Thursday November 16 11:15 - 12:00 PM

Transformative Neighborhood Investments
Friday November 17 10:00 - 10:45 AM

Partner
Ice Miller LLP
Columbus, OH
614-462-1074
kip.wahlers@icemiller.com

Kip Wahlers has more than two decades' experience in the field of public finance, economic development and public law. Kip has represented state and local governments at all levels as bond counsel and has also served as underwriters' counsel, bank counsel and counsel to private sector entities doing business with government.

Kip's experience includes financings and projects with port authorities, counties, municipalities, townships and school districts. Kip also advises clients on public records issues and ethics issues.

Kip has authored legislation relating to financing programs in Ohio and elsewhere, including tax credits, loan programs and amendments to legislation establishing new community authorities and authority for impact facilities. He has assisted private companies in obtaining incentives from state and local governments, including tax incentives, tax abatements and tax increment financing.

Kip is former general counsel for JobsOhio and for Browning & Associates, a municipal financial advisor. He is a native of Toledo, Ohio, and has lived in the Columbus area since 2000.

Wahlers graduated magna cum laude, with highest honors, from University of Georgia, in 1985 where he received a Bachelor of Arts in English. He graduated from University of Michigan where he earned his Master of Arts in English in 1986. He holds a juris doctor from University of Michigan Law School, where he graduated cum laude in 1991.


Hawthorne Welcher Jr.

Supporting Workforce and Affordable Housing
Thursday November 16 10:15 - 11:00 AM

Supporting Workforce and Affordable Housing
Friday November 17 10:00 - 10:45 AM

Director
City of Augusta
Augusta, GA
706-821-1797
hwelcher@augustaga.gov

Hawthorne Welcher, Jr. has served as the Director of Housing & Community Development in Augusta, Georgia since August 2015. Mr. Welcher’s nineteen (19) years of community and economic development expertise has led to an exceptional career and an understanding of most Federal, State, and Local Development Programs (HOME, CDBG, Trust Funds, USDA, Federal Home Loan Bank, PRI, Housing Choice Voucher and Low Income Housing Tax Credits) generally applied for and obtained by nonprofits, participating jurisdictions (pj’s), cities and other local municipalities.
He is a certified Housing Development Finance Professional with extensive housing expertise, which has enabled him to directly/indirectly develop over 500 housing units through an array of developmental types (single-family, duplexes, quadraplexes, and 20-90 unit multi-family projects).
Mr. Welcher is married to Shantanet Welcher and has two children named Zyian Welcher and Hawthorne E. Welcher, III.


Frederick Werner

Highway and Transportation System Financing Strategies
Thursday November 16 11:15 - 12:00 PM

Highway and Transportation System Financing Strategies
Thursday November 16 2:30 - 3:15 PM

Principal Consultant
Werner Marx Innovative Infrastructure Finance
Atlanta, GA
404-216-3228
frederick@wernermarx.com

Frederick Werner has served as the National Project Finance Manager for the USDOT Federal Highway Administration (FHWA) Office of Innovative Program Delivery since October 2008, and previously served as an Innovative Finance Specialist with the FHWA National Resource Center Innovative Finance Team from 1999 through October 2008. As National Project Finance Manager, Mr. Werner manages the Debt Management, GARVEE Bond and State Infrastructure Bank (SIB) Initiatives. He also provides technical assistance to states, local governments and private sector firms on developing finance plans for transportation projects. As an Innovative Finance Specialist, Mr. Werner provided technical assistance and training to Federal, state and local governments, as well as private sector firms, in implementing Federal credit programs including the TIFIA credit program, the RRIF credit program and SIB lending programs. Mr. Werner graduated summa cum laude from Marquette University (Milwaukee, Wisconsin) with a B.S. in accounting and a specialization in finance. He is certified as a CPA in Illinois and Wisconsin. Mr. Werner is fluent in Spanish, and looks forward to traveling throughout Latin America in his retirement years.


David White

Highway and Transportation System Financing Strategies
Thursday November 16 11:15 - 12:00 PM

Highway and Transportation System Financing Strategies
Thursday November 16 2:30 - 3:15 PM

Vice President
The Bank of New York Mellon
Birmingham, AL
205-214-0228
david.e.white@bnymellon.com

David has over 39 years’ experience in Corporate Trust Administration and current responsibilities involve managing the business needs of major regional and local client relationships as well as engaging in new business development activities for BNY Mellon. David has a BA from The University of Alabama, is past president of the Trust Division of the Alabama Bankers Association, is a graduate of the School for Bank Administration at the University of Wisconsin and became a Certified Corporate Trust Specialist from the Institute of Certified Bankers in March, 1992.


Jeff White

Hospital and Community Facility Finance
Thursday November 16 11:15 - 12:00 PM

Hospital and Community Facility Finance
Thursday November 16 2:30 - 3:15 PM

Principal
Columbia Capital Management, LLC
OP, KS
913-248-8500
jwhite@columbiacapital.com

Jeff White is a Principal of Columbia Capital Management. Prior to joining Columbia Capital in 2001, Mr. White spent more than a decade as a local government management practitioner.

As a city manager, assistant city manager, department head, and budget director in cities from 14,000 to 124,000 in population, Mr. White became very familiar with the financial needs of local governments as debt issuers and investors. As public works director responsible for transportation, building inspection, engineering, parking and water utilities (water, wastewater, and storm water), he managed annual operating budgets of nearly $55 million and capital programs exceeding $150 million. He enjoys bringing his passion for public service and an understanding of the business of local government to Columbia's clients.

Mr. White has experience serving a wide variety of issuers. His clients include the City of Los Angeles, Chicago Public Schools; the Kansas Turnpike Authority; the Illinois Toll Highway Authority; St. Louis County, Missouri; Metro Bi-State Development Agency (St. Louis); East-West University (Chicago); Roosevelt University (Chicago); and numerousregional and local issuers.

Mr. White holds an A.B. in Political Science from the University of Michigan and a Master of Public Administration in Local Government Management from the University of Kansas. He is a Series 50 municipal advisor representative and a Series 65 Investment Adviser Representative.


Alicia Wilson

2017 National Development Finance Summit Luncheon: Financing Solutions for Workforce Development
Thursday November 16 12:00 - 1:15 PM

Vice President of Community Affairs and Legal Advisor
Sagamore Development
Baltimore, MD
410-962-1500
awilson@sagamoredevelopment.com

Alicia Wilson serves as Vice President of Community Affairs and Legal Advisor to Sagamore Development Company. Ms. Wilson is responsible for shaping and promoting the interests of Sagamore Development Company by developing strategic community initiatives that enhance its philanthropic and investment impact. She is also responsible for cultivating and building key stakeholder relationships and collaborative relationships regionally, nationally and internationally for Plank Industries.

Prior to joining Sagamore Development Company, Ms. Wilson was a litigation and employment and labor law partner at the law firm of Gordon Feinblatt, a full-service law firm located in downtown Baltimore. In addition, Ms. Wilson had a niche practice focused on counseling and advising mid-size and large businesses on all aspects on corporate strategy and community engagement.

During the 2016 Baltimore City Council legislative session, Ms. Wilson served as the principal negotiator of the Community Benefit Agreements associated with the passage of the $660 million TIF for the Port Covington project. The negotiations of the community benefit agreements involved over 200 stakeholder groups representing tens of thousands of residents from across the City of Baltimore. Wilson now leads and oversees a team charged with implementing the letter and spirit of the community benefits agreements focused on workforce development, supplier diversity, and inclusionary housing, and youth enrichment matters.