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Caleb Bell

Best Practices for Marketing & Selling PACE Across All Market Sectors
Tuesday September 28 2:00 - 4:00 PM

Partner
Bricker & Eckler LLP

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.


Colin Bishopp

How PACE Gets Utilized Across All Market Segments
Tuesday March 30 2:00 - 4:00 PM

Executive Director
PACENation

Colin Bishopp is Executive Director of PACENation, the national non-profit organization that works to expand access to Property Assessed Clean Energy, or PACE. PACE is a voluntary financing option that allows property owners to make critical energy, water and resilience upgrades to their homes and businesses. Prior to joining PACENation, Colin served in senior leadership roles in the private sector and at the U.S. Department of Energy. In 2016, Colin received a Fulbright to lead a seminar on clean energy finance at the University of Cape Town Graduate School of Business. Colin earned his master’s degree at the University of Chicago and his bachelor’s degree at the University of California, Berkeley.


Rachel Davis

Retroactive PACE
Tuesday January 26 2:00 - 4:00 PM

Senior Vice President - Sales
Petros PACE Finance, LLC

Rachel Davis is Senior Vice President of Sales for Petros PACE Finance. Rachel is based in Houston and oversees all business development and marketing activities and is responsible for the growing originations team.
She began her career at Reliant Energy, a Houston based provider of electricity and smart energy services. As a Marketing Manager, she spent 12 years working with customers and consultants managing commodity price risk through electricity contracts in Texas and the Northeast. Most recently, Rachel led a national business development team for NRG Energy, a Fortune 200 energy company, where along with her team, she pursued partnerships for onsite/offsite solar, wind, community solar, energy efficiency and combined heat and power systems with Fortune 500 clients. Additionally, she worked with strategic partner firms in the energy efficiency sector to develop and implement sales acquisition strategies for thermal energy storage and evaporative pre-cooling solutions for utility programs in California.

Rachel graduated with honors from Texas A&M University with a BBA in Marketing.


Christopher Ellis

Best Practices for Marketing & Selling PACE Across All Market Sectors
Tuesday September 28 2:00 - 4:00 PM

Director of Business Development
Greenworks Lending




Rafi Golberstein

How PACE Gets Utilized Across All Market Segments
Tuesday March 30 2:00 - 4:00 PM

Chief Executive Officer
Pace Loan Group

Rafi is a commercial real estate finance veteran with over 12 years of experience in CRE structured finance, loan origination and equity investments. Prior to founding PLG, Rafi spent his career on Wall Street where he was a Managing Director at Ladder Capital, a publicly traded REIT.  At Ladder, Rafi focused on CMBS origination, balance sheet and mezzanine loans as well as equity investments. Prior to Ladder, Rafi worked at Gramercy Capital conducting asset management and loan workouts.  Rafi began his career at Credit Suisse in its large loan commercial real estate group. Throughout his career, Rafi has originated and closed over $2.5 billion of commercial real estate loans throughout the country. Rafi has a BS from Ithaca College in Ithaca, New York.


Robert Iber

Advancing Multi-Family Housing and Renewable Energy Goals with PACE
Tuesday July 27 2:00 - 4:00 PM

Senior Advisor
Department of Housing and Urban Development

Bob Iber is currently serving as Senior Advisor in the Office of Multifamily Housing Programs at the Department of Housing and Urban Development. He has served in an acting capacity in several positions in the Department’s Headquarters including Program Advisor to the FHA Commissioner; Director Office of Asset Management; Director Office of Multifamily Development; Director of Multifamily Counterparty and Asset Oversight Division and most recently the Deputy Assistant Secretary in the Office of Multifamily Housing Programs.

He began his career in the Department of Housing and Urban Development in 1987 as an Attorney Advisor in the Maryland State Office. He moved on to supervisory functions in the Loan Management Branch in 1989, becoming the Branch Chief in 1993. He served as the Multifamily Housing Director in the Baltimore Multifamily Hub from March 1998 until September 2015. He had been an original member of the Department’s National Loan Committee for two years, followed by two years as the Chair. He has been a designer and trainer in several Departmental initiatives including the 1997 Reorganization, Compliance and Monitoring, Risk Mitigation, Breaking Ground Production Initiative, and the 2014 Transformation.

Mr. Iber has a Bachelor of Arts degree from Western Maryland College and a Juris Doctorate from the University of Baltimore School of Law. He is a member of the Maryland Bar Association. He also has been a member of the Baltimore County Rental Housing Task Force and the Baltimore County Multifamily Housing Advisory Group. In 2004, Comprehensive Housing Assistance, Inc. (CHAI) recognized him as its Public Servant of the Year and in 2019 the National Alliance of HUD Tenants (NAHT) recognized him as its Public Servant of the Year.


Chris Jones

Best Practices for Marketing & Selling PACE Across All Market Sectors
Tuesday September 28 2:00 - 4:00 PM

Program Manager
Ohio PACE & Energize KY

Chris Jones has more than 20 years of experience in the residential and commercial real estate
sector. His focus has been primarily on the energy efficiency aspects of buildings, including
financing options.

Having worked in various management roles, Chris blends his significant technical building
knowledge with the oversight of energy efficiency and renewable energy programs funded with a
combination of federal, state and local grant dollars. He has had direct oversight and
management of PACE program administration and the coordination of PACE stakeholders,
including lenders, legal counsel, local governments, contractors, property managers and mortgage
lenders.

Chris is the former director of PACE with the Greater Cincinnati Energy Alliance, where he, among
other tasks, oversaw the creation and implementation of two successful PACE “brands,” which
combined over $30 million in PACE loan closings. He also has on-the-ground experience in
residential and commercial construction and maintenance, including heating and cooling,
insulation and environmental inspection.


Christopher Jones

Retroactive PACE
Tuesday January 26 2:00 - 4:00 PM

How PACE Gets Utilized Across All Market Segments
Tuesday March 30 2:00 - 4:00 PM

PACE Financing Consultant
Bricker & Eckler LLP

Chris Jones has more than 20 years of experience in the residential and commercial real estate
sector. His focus has been primarily on the energy efficiency aspects of buildings, including
financing options.

Having worked in various management roles, Chris blends his significant technical building
knowledge with the oversight of energy efficiency and renewable energy programs funded with a
combination of federal, state and local grant dollars. He has had direct oversight and
management of PACE program administration and the coordination of PACE stakeholders,
including lenders, legal counsel, local governments, contractors, property managers and mortgage
lenders.

Chris is the former director of PACE with the Greater Cincinnati Energy Alliance, where he, among
other tasks, oversaw the creation and implementation of two successful PACE “brands,” which
combined over $30 million in PACE loan closings. He also has on-the-ground experience in
residential and commercial construction and maintenance, including heating and cooling,
insulation and environmental inspection.


Colin Kalvas

Advancing Multi-Family Housing and Renewable Energy Goals with PACE
Tuesday July 27 2:00 - 4:00 PM

Partner
Bricker & Eckler LLP

Colin Kalvas is a public finance and economic development attorney. Colin serves political subdivisions, financial institutions, developers and special purpose districts such as special improvement districts and new community authorities in many different capacities related to the issuance of bonds, securities law, federal income tax law, contracts, real property acquisition, development, leasing and governmental revenues.
 
Colin has been at the forefront of developing property assessed clean energy (PACE) financing in Ohio. His PACE efforts include serving as counsel to PACE administrators and energy special improvement districts throughout Ohio, as well as 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. He is well known within the PACE community. He has extensive experience negotiating, documenting and closing PACE transactions, including as part of complex capital stacks.


Clifton Kellogg

Retroactive PACE
Tuesday January 26 2:00 - 4:00 PM

Executive Director
C-PACE Alliance

Cliff Kellogg is Executive Director of the C-PACE Alliance, a coalition of the major C-PACE capital providers, law firms and service providers. He co-authored C-PACE Alliance’s white paper, The Elements of a Well-Designed C-PACE Statute and Program to Attract Private Investment and Foster Transaction Volumes. C-PACE Alliance offers technical assistance to emerging C-PACE programs, publishes best practice papers, and seeks to strengthen C-PACE Program Administrators. From 2015 to 2017, Cliff was the White House liaison to the City of Detroit, coordinating the federal government’s response to the City crisis. He organized and led a collaboration of banks and nonprofit housing counseling organizations that offered a new home loan -- the Detroit Home Mortgage -- to cover the cost of renovations above artificially low appraised values. Cliff worked at the US Department of the Treasury, helping to develop the New Markets Tax Credit and as Director of the State Small Business Credit Initiative. Previously, he served as President & CEO of City First Bank of DC, the first CDFI bank in the region. Cliff graduated from Yale Law School and from Stanford Graduate School of Business.


Mary Luévano

Advancing Multi-Family Housing and Renewable Energy Goals with PACE
Tuesday July 27 2:00 - 4:00 PM

Deputy Director
PACENation

Mary joined PACENation as Deputy Director after having been a consultant to the organization since 2019. She has over two decades of experience leading advocacy efforts on environmental sustainability initiatives focused on clean energy, green building and climate policy at Global Green USA, the U.S. arm of the environmental NGO founded by Mikhail Gorbachev. Prior to that, Mary spent eight years as a Congressional staffer working on a variety of legislative issues including environmental/natural resources, small business and technology. Mary has also served on several Boards and Commissions including the City of Los Angeles Recreation and Parks Commission and the California Coastal Commission.

She holds a Bachelors Degree in Political Science/International Relations from UCLA and completed the Congressional Research Service’s Graduate Legislative Institute in Washington, DC.


Brooke Mangiarelli

How PACE Gets Utilized Across All Market Segments
Tuesday March 30 2:00 - 4:00 PM

Attorney
Bricker & Eckler LLP

Brooke Mangiarelli is a public finance and economic development attorney with Bricker & Eckler LLP. Brooke has experience assisting clients with economic development projects, including tax increment financing (TIF) programs, community reinvestment area (CRA) abatements, and special assessment financing. Brooke’s practice also focuses on property assessed clean energy (PACE) financing, which allows property owners to access innovative financing for clean energy and energy efficiency improvements. She serves a wide range of clients, including political subdivisions, financial institutions, private developers, and energy special improvement districts.



Chris Martin

Best Practices for Marketing & Selling PACE Across All Market Sectors
Tuesday September 28 2:00 - 4:00 PM

President
The K Company




Anthony Mathena

Retroactive PACE
Tuesday January 26 2:00 - 4:00 PM

VP Finance & Development
Continental Real Estate Companies

Tony joined Continental Real Estate Companies in Columbus, Ohio as Vice President of Finance & Development as of April 2017.  He is primarily responsible for managing the capital needs for the company’s development projects across a diverse set of property types including office, retail, multifamily, hotels and industrial.

Tony was previously Vice President / Relationship Manager for US Bank’s Commercial Real Estate group in Columbus, Ohio for nearly 11 years.  In total, he has 21 years of commercial banking experience, both in commercial real estate and commercial banking roles. Tony holds a business degree from Ohio University and an MBA from The Ohio State University.


Kevin Morse

Advancing Multi-Family Housing and Renewable Energy Goals with PACE
Tuesday July 27 2:00 - 4:00 PM

Managing Director
Imperial Ridge Real Estate Capital

Kevin Morse is Managing Director of Imperial Ridge Real Estate Capital, a leading national C-PACE capital provider with a mission to help real estate owners optimize their assets and provide a positive impact on profit, people, and the planet.

Prior to his work with Imperial Ridge, Kevin spent over ten years in renewable energy, helping to grow innovative companies in the solar and biomass fields - formerly serving as Vice President of Sales at Clean Energy Collective. Kevin launched his cleantech career by leveraging the skills and experience gained from his 21-year career as an executive in the capital markets and banking industry.

Kevin earned his MBA from Case Western Reserve University’s Weatherhead School of Management, and his B.A. in Economics from DePauw University.


Matt Schnipke

How PACE Gets Utilized Across All Market Segments
Tuesday March 30 2:00 - 4:00 PM

Director of Economic Development
Warren County Office of Economic Development

Matt Schnipke is the Director of Warren County’s Office of Economic Development. He also holds the position of Deputy Director for the Warren County Port Authority. Matt’s primary job responsibilities include attracting and retaining new jobs and capital investment to Warren County, administering tax incentives for the County, advocating pro-business legislative and regulatory reform, and overseeing construction of Port Authority projects. Since joining the office in 2014, Matt has participated in the creation of over 11,000 new jobs, 11.4 million square feet of new or improved commercial/industrial space, and $1.6 billion of new capital investment inside of Warren County.

Matt also coordinates with local, state, and federal offices to conduct a business outreach program implemented to foster continued success and future expansion of current companies located within the County. Matt works closely with workforce development organizations and educational providers such as Sinclair Community College and the Warren County Career Center. In addition, Matt currently serves on the Board of the Workforce Investment Board and as the Vice-Chair of the Warren County Small Business Development Alliance which connects small businesses to resources needed for growth. Each year, Matt assists the Warren County Chamber Alliance in hosting educational events centered on the economic outlook and other topical issues. Matt also assists the Warren County Chamber Alliance with two large-scale advocacy campaigns to Washington D.C. and Columbus; which have resulted in policy changes at the local, state and federal levels.

Prior to joining the Warren County Office of Economic Development, Matt completed his undergraduate education at Wright State University. He and his wife, Kaitlyn, live in Springboro with their daughter, Norah.


Kenya Stump

Best Practices for Marketing & Selling PACE Across All Market Sectors
Tuesday September 28 2:00 - 4:00 PM

Executive Director of the Office of Energy Policy
Commonwealth of Kentucky




Jason Tiemeier

Retroactive PACE
Tuesday January 26 2:00 - 4:00 PM

Associate
Bricker & Eckler LLP

Jason Tiemeier is a member of the Bricker & Eckler Public Finance practice group. He works with local governments, special purpose districts, developers, and financial institutions on a variety of public finance and local government matters. His practice includes the structuring and documentation of economic development projects and general obligation and revenue bond transactions. Jason has experience with a variety of economic development tools such as tax increment financing (TIF), community reinvestment areas (CRA), new community authorities (NCA), and joint economic development districts (JEDD). Jason has also been involved with the rapid development of property assessed clean energy (PACE) financing in Ohio. He provides general counsel services to energy special improvement districts and bond and lender’s counsel services to the organizations that finance energy efficiency and clean energy projects through PACE.


David Zehala

How PACE Gets Utilized Across All Market Segments
Tuesday March 30 2:00 - 4:00 PM

President
Plug Smart


Mr. Zehala is Plug Smart’s President and brings more than 30 years of general management, marketing, sales and operations experience to this role. Most recently, Mr. Zehala managed a business portfolio of early stage startup companies that provided business consulting services for entrepreneurs and business professionals.
 
Prior to 2004, Mr. Zehala served as Vice President of Sales and Marketing for Allegro Development, an energy management and technology company that helps corporations manage the production, purchase, transport, sale and consumption of natural gas, electric power, crude oil, natural gas liquids, refined products and coal. In this role, Mr. Zehala was responsible for leading the company’s worldwide sales and marketing efforts including new business development, customer relationship management, marketing communications, and business alliances.
 
Prior to 1999, Mr. Zehala served as a Manager with the Deloitte & Touche Consulting Group, one of the nation’s leading consulting firms for business strategy, operations, technology and process improvement. In this role, Mr. Zehala was responsible for helping electric utility companies and other clients implement mission-critical software applications allowing them to increase their operational efficiencies, improve their relationships with customers, and leverage information across the client’s supply chain.
 
Prior to 1996, Mr. Zehala served as a Director of Strategic Accounts, for Schlumberger Technologies, a leading manufacturer of automatic test equipment (ATE) for the global semiconductor industry specializing in analog, digital, memory, mixed-signal and wireless semiconductor devices. In this role, Mr. Zehala was responsible for leading the worldwide sales and marketing efforts associated with Schlumberger’s most strategic accounts.
 
Mr. Zehala is a Certified Energy Manager and earned a Bachelor of Science Degree in Electrical Engineering from The Ohio State University, and a Masters of Business Administration from the University of Texas at Austin.



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