About

Advocacy

Events

Membership

Sponsor

Education

Newsletters

Resources

Technical Assistance

×

Benjamin Barker

What Worries Your Municipal Advisor
Thursday July 9 2:00 - 3:30 PM

Financial Advisor
California Municipal Finance Authority

Ben Barker serves as a Financial Advisor to the California Municipal Finance Authority, assisting borrowers with qualified projects to facilitate taxable and tax-exempt bond financings. Mr. Barker's previous experience covers all aspects of Mortgage Backed Securitizations. He began his career as an analyst with UBS and continued on to become an AVP of Secondary Markets at a boutique firm. To date, he has participated in over 13 Billion dollars of structured financings on both sides of debt and equity. Mr. Barker received a BS in Finance, a BS in Business Management from BYU, AA in Arts and Sciences from BYUI, is Certified from the Investment Banking Institute and is a Chartered Financial Analyst (CFA).


Hank Fishkind

What Worries Your Municipal Advisor
Thursday July 9 2:00 - 3:30 PM

Director
PFM

Dr. Hank Fishkind joined PFM in 2019 selling his financial advisory, consulting and real estate advisory company to PFM. His current responsibilities include growing these businesses in conjunction with PFM to expand PFM’s service offerings.

Hank's career began in the public sector where he worked as an economist and Associate Professor at the University of Florida. In 1980 he became the Associate Director for Programs, University of Florida's Bureau of Economic and Business Research. During his tenure at the University, he served for three years (1979-1981) on the Governor's Economic Advisory Board.

Hank's career as a private sector consultant began when he became president of M.G. Lewis Econometrics in Winter Park, Florida. In 1988 he formed Fishkind & Associates, Inc. as a full service economic and financial consulting firm. From 2001-2003 he was a member of Governor Bush’s Council of Economic Advisors. Hank was a founding board member of two publicly traded real estate development companies Engle Homes (NASDAQ) and Summit Properties (NYSE) until the companies were sold.


Todd Fraizer

Impacts of COVID-19 on the Bond Market
Thursday June 4 3:00 - 4:30 PM

Managing Director
PFM

Todd Fraizer is a managing director in the firm’s Charlotte office. He leads PFM’s Pricing Group, which provides pricing resources and negotiation support for clients nationwide. He has assisted in pricing thousands of transactions totaling more than $500 billion of municipal bonds for PFM issuer clients. Prior to joining PFM, Todd was the vice president of finance for the Kansas Development Finance Authority. In this role, he served as the primary project manager for more than $2 billion of general purpose, higher education, pension obligation, transportation, and state revolving fund transactions. Before that, he gained futures and options trading experience while at the Kansas City Board of Trade.


Mary Francoeur

What Worries Your Municipal Advisor
Thursday July 9 2:00 - 3:30 PM

An Advanced Discussion on Ratings
Thursday November 19 2:00 - 3:30 PM

Managing Director
PFM

Mary Francoeur joined PFM Financial Advisors LLC in September of 2016 as a Managing Director on the transportation team. She has more than 30 years’ experience in public finance, specifically with infrastructure and transportation projects. Mary works with several clients in evaluating opportunities in Public-Private Partnerships and has provided financing guidance for ports, transit systems and toll roads. Mary particularly provides credit and ratings advisory services. Mary is part of the advisory team for the Pennsylvania Turnpike Commission, the Maryland Transportation Authority, the State of Connecticut, the Maryland Department of Transportation, Nassau County, NY, the Southeastern Pennsylvania Transportation Authority and the Alaska Rail Road Corporation, among others. She has worked on financings totaling over $5 billion since joining PFM.

Prior to joining PFM, Ms. Francoeur served as a Managing Director for Assured Guaranty, where she was responsible for managing business development, underwriting due diligence and credit analysis, and transaction negotiation for infrastructure project finance, including public-private partnerships, in the Americas. Prior to Assured, she worked at FGIC, Moody's, the City of Jersey City and the Port Authority of NY & NJ. Ms. Francoeur has a Master of Public Administration degree from the Maxwell School at Syracuse University where she also earned her Bachelor of Arts in newspaper journalism and political science. She is active within the municipal finance community: she is a Vice President of the Board of Governors of the Municipal Forum of New York, the former Chair of the National Federation of Municipal Analysts, and a founding member of the board of the Northeast Women in Public Finance.


Malcolm Guy

What Worries Your Municipal Advisor
Thursday July 9 2:00 - 3:30 PM

Coordinator, Government & External Affairs
Council of Development Finance Agencies

As a Coordinator of Government & External Affairs at the Council of Development Finance Agencies (CDFA), Malcolm Guy is primarily responsible for the organization’s government affairs and legislative activities. Mr. Guy manages relationships with federal agencies and coordinates advocacy efforts with CDFA’s legislative partners. His areas of focus chiefly include bond financing, federal financing programs, opportunity zones, and tracking economic development legislation.

In addition to his aforementioned principal duties, Mr. Guy manages several webinar series’ for CDFA and organizes several major projects. These have included the redesign of CDFA’s Resource Centers, Federal Financing Clearinghouse, the Online Resource Database, the production of a Rural Infrastructure Financing Guidebook, and various other internal projects. Mr. Guy has also been charged with updating CDFA's Bond Guide as well as managing the CDFA Federal Financing Clearinghouse.

Prior to joining CDFA, Mr. Guy was an Intern in the United States Senate. Mr. Guy also worked with a non-profit climate action group and various other political entities involved in grassroots campaign organizing. Mr. Guy is a graduate of The Ohio State University. He is the proud holder of a Bachelor’s Degree in Political Science, with Minors in City & Regional Planning, as well as in International Relations.


Leo Karwejna

Today’s Bond Regulatory Environment
Thursday August 20 2:00 - 3:30 PM

Chief Compliance Officer
PFM

Leo Karwejna joined PFM to head the Compliance Group in 2011 as chief compliance officer and managing director. He has over 15 years of experience providing compliance support to firms in the investment advisory and securities-trading businesses including equity, fixed income, real estate (direct property and REIT securities) and additional alternative investment strategies.

Leo is responsible for all regulatory compliance program efforts related to PFM’s business activities and personnel. He assists PFM professionals with specific compliance advisory guidance and leads the PFM Compliance team’s efforts to develop, maintain and monitor firm-wide compliance with appropriate policies, procedures and regulatory requirements.

Leo’s prior experience includes compliance management positions at Prudential Financial Inc., Deutsche Asset Management, and RREEF Alternative Investments. He is a member of the National Society of Compliance Professionals and the Securities Industry and Financial Markets Association – Compliance and Legal Society and also regularly serves as an Arbitrator for securities-related issues among the investing public and/or industry participants.


Eric Kazatsky

Impacts of COVID-19 on the Bond Market
Thursday June 4 3:00 - 4:30 PM

Head of Municipal Strategy
Bloomberg Intelligence

Eric Kazatsky has 17 years successful experience involving municipal bonds. He has spent his career in various aspects of the industry including sell side, buy side, a large municipal issuer and now for Bloomberg Intelligence.

Eric is Bloomberg Intelligence’s Head of Municipal Strategy and is responsible for creating municipal focused research for Bloomberg Terminal clients. Prior to work at Bloomberg he served as the institutional desk strategist at Janney Montgomery Scott and municipal portfolio manager SEI Investments. At Janney he distributed weekly research notes specifying relative value opportunities for both Janney inventory and secondary market customer sales. At SEI he oversaw credit and portfolio management for a $3 billion separately managed account platform.

Eric has a B.A. in finance and economics from the University of Pittsburgh, an M.B.A. in finance from St. Joseph’s University, and a M.S. in investment management from Temple University.


Daniel Kozloff

Pricing Private Activity Bonds in Complex Capital Stacks
Thursday October 8 2:00 - 3:30 PM

Managing Director
PFM

Dan is a managing director in PFM’s Philadelphia office and manager of the Quantitative Strategies Group, a dedicated group of professionals who provide primary technical, new product, transactional and modeling expertise for clients and develops proprietary analytical tools used throughout PFM’s various business practices. Dan also oversees the firm-wide training program, including comprehensive sessions for new hires, current employees, lateral hires, and clients.

He leads and manages PFM’s Research Group, a centralized source of data and research for PFM’s national financial advisory practice. Dan also leads PFM’s Tobacco Securitization Group, PFM’s efforts in state-level unemployment compensation solutions, and is a co-leader of PFM’s Center for Retirement Finance.

Dan has provided primary transactional support on various complex refunding and new money issues for the Commonwealth of Pennsylvania (the Commonwealth); the States of Michigan, Ohio, New York and Nevada; and New York City. He was involved in the comprehensive restructuring of the Commonwealth’s Public Education Funding System and state-wide tax reform to supplement the Commonwealth’s Education Funding. Dan advised the Commonwealth on approximately $18 billion of debt issuance.

Dan serves as financial advisor to Philadelphia-area governments, authorities and institutions, including Montgomery County, Lower Merion Township, Radnor Township, Girard Estate and College, as well as York County Solid Waste Authority and Pennsylvania State University.


Matthew O'Grady

Impacts of COVID-19 on the Bond Market
Thursday June 4 3:00 - 4:30 PM

Managing Director, High Yield Trading and Underwriting
KeyBanc Capital Markets




Saliha Olgun

Today’s Bond Regulatory Environment
Thursday August 20 2:00 - 3:30 PM

Director of Market Regulation
Municipal Securities Rulemaking Board

Saliha Olgun is Director, Market Regulation for the Municipal Securities Rulemaking Board (MSRB) where she provides legal expertise on regulatory standards for municipal securities dealers and municipal advisors. Among her areas of expertise are the MSRB’s landmark pay-to-play rule, Rule G-37, and mark-up disclosure in the municipal market.

In 2017, Ms. Olgun was named a “Rising Star” by The Bond Buyer. Previously, Ms. Olgun was Senior Counsel at Wells Fargo and an associate at Sullivan & Cromwell, LLP.

Ms. Olgun received a bachelor’s degree from George Mason University and a law degree from New York Law School.


Rebecca Olsen

Today’s Bond Regulatory Environment
Thursday August 20 2:00 - 3:30 PM

Director, Office of Municipal Securities
U.S. Securities and Exchange Commission

Rebecca Olsen was named Director of the Securities and Exchange Commission’s Office of Municipal Securities in September 2018.

Ms. Olsen joined the Office of Municipal Securities in 2013 and previously served as Acting Director. She has also served as Deputy Director.

Prior to joining the SEC, Ms. Olsen worked as a public finance attorney at the law firm of Ballard Spahr, LLP where she served as underwriter’s counsel, bond counsel, lender’s counsel and borrower’s counsel on a wide variety of public debt offerings and private placements.

Ms. Olsen received her bachelor’s degree from Boston College, her law degree from the Georgetown University Law Center and her LLM in International Business Law from the Vrije Universiteit Amsterdam, the Netherlands.


Bethany Pugh

Impacts of COVID-19 on the Bond Market
Thursday June 4 3:00 - 4:30 PM

What Worries Your Municipal Advisor
Thursday July 9 2:00 - 3:30 PM

Today’s Bond Regulatory Environment
Thursday August 20 2:00 - 3:30 PM

An Advanced Discussion on Ratings
Thursday November 19 2:00 - 3:30 PM

Managing Director
PFM

Bethany Pugh leads PFM’s Ohio practice. In this capacity, she advises state and local government, public utility, higher education and cultural not-for-profit clients throughout Ohio and the Midwest.

As a lead advisor, Bethany assists clients with the development of debt and financial policies, financial plans (including complex financial modeling), credit strategies, ratings presentation development, and transaction management for debt placed on either a competitive or negotiated basis. She has extensive experience developing and executing debt plans for obligations secured by general obligation, non-tax, sales tax, gas tax, lease appropriation, federal transportation grant and turnpike revenues.

For her higher education and cultural not-for-profit entity clients, Bethany has developed comprehensive financial plans for the development of various academic and auxiliary facilities, and transformative museum expansion projects supported not only by general entity revenues, but by grant and gift revenues, among others.

Bethany is a founding member of the Ohio Chapter of Women in Public Finance and previously served as an executive board member of the national organization. She is a member of the board of trustees of Notre Dame College located in suburban Cleveland, Ohio.


Michael Rinaldi

Impacts of COVID-19 on the Bond Market
Thursday June 4 3:00 - 4:30 PM

Senior Director
Fitch Ratings

Michael is a Senior Director in Fitch Rating’s U.S. Public Finance Department and the head of U.S. Local Government Ratings. He directs the rating and research activity of all analysts covering local government tax-supported issuers and authors or co-authors rating criteria, topical research and commentary.

Michael is also the primary analyst for the State of Florida and the New York Metropolitan Transportation Authority, and engaged in the development of Fitch's Environmental, Social, and Governance Relevance Scores. Michael joined Fitch in 2008.

Michael started his career in municipal finance at Standard & Poor's in 1996. He later served as a vice president at Financial Guaranty Insurance Company (FGIC) where he covered a broad spectrum of municipal sectors including transportation, infrastructure, general government, higher education, and project finance.

Michael is based in Fitch’s New York City, New York office. He received his B.B.A from Baruch College, City University of New York. He is a member of the Municipal Analysts Group of New York and the National Federation of Municipal Analysts.



CDFA National Sponsors

  • Baker Tilly Virchow Krause
  • BNY Mellon
  • Bricker & Eckler LLP
  • Bryan Cave Leighton Paisner LLP
  • Business Oregon
  • CohnReznick
  • FBT Project Finance Advisors LLC
  • Fifth Third Bank
  • Frost Brown Todd, LLC
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McCarter & English, LLP
  • McGuireWoods
  • MuniCap, Inc.
  • NW Financial Group, LLC
  • SB Friedman Development Advisors
  • Stern Brothers
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Z. The Bond Buyer
Become a Sponsor