John Bagley

Bond Market 2025 Forecast
Tuesday, January 21, 2:00 - 3:00 PM

Chief Market Structure Officer
Municipal Securities Rulemaking Board

John A. Bagley is Chief Market Structure Officer for the Municipal Securities Rulemaking Board (MSRB). He leads the Market Structure department, which is responsible for the organization’s activities and functions related to market leadership, market structure, market transparency, economic analysis, data analysis, research and industry operations.
John most recently served as president of BondDesk Trading LLC, where he was responsible for its broker-dealer and related trading platform activity. Previously, John served in sales and trading roles at divisions of UBS and its predecessor, PaineWebber, for nearly three decades.

During the 2020 pandemic, John temporarily joined the Federal Reserve Bank of New York on secondment to lend his deep municipal market expertise to the implementation of the Municipal Liquidity Facility. He has also served as a non-voting member of the Securities and Exchange Commission's Fixed Income Market Structure Advisory Committee.

John received his bachelor’s degree from Boston University and has a master’s of business administration from Columbia University.

Dan Bronfman

Tax-Exempt Bonds in Affordable Housing Development
Tuesday, April 22, 2:00 - 3:00 PM

Managing Director, Affordable Housing & Community Development Lending
Banc of California

Dan Bronfman is a Managing Director with Los Angeles-based Banc of California. Dan joined the bank in 2017 and focuses on delivering tax-exempt and taxable lending products to developers of affordable housing projects, nonprofit organizations and businesses involved in manufacturing, recycling and value-added processing activities. He has over 30 years of experience in banking, investment banking, financial management and consulting, and has facilitated the issuance of over $4.0 billion in financings, with transactions ranging in size from $2.0 million to over $60.0 million.

Dan was President and founder of Growth Capital Associates, Inc., an advisory firm specializing in structuring tax-exempt financings for nonprofit organizations and other types of conduit borrowers. Prior to founding Growth Capital, he was Director of Finance for Gruma Corporation, parent of the leading tortilla maker Mission Foods, and served as a vice president with US Bank.

He received an MBA in finance from the Anderson School of Management at the University of California, Los Angeles and a BA in economics from Sonoma State University. He is Trustee Emeritus of the California State University Board of Trustees.

Caitlyn Burchfield

Bonds for Disaster Recovery and Economic Renewal
Tuesday, February 18, 2:00 - 3:00 PM

Partner
Butler Snow LLP

Caitlyn Burchfield is a partner at Butler Snow LLP, where she has practiced law since September 2014. She is a summa cum laude graduate of the Honors program at the University of Alabama, where she was a member of Phi Beta Kappa, Phi Kappa Phi, and the Chi Omega fraternity, and is a 2014 graduate of the University of Alabama School of Law. She is admitted to the state bars of Mississippi and Alabama and works in the Public Finance Group of Butler Snow. Caitlyn has experience with various types of tax-exempt and taxable debt, including direct bank placements and public market offerings, bond and tax anticipation notes, special assessment bonds, USDA financings, and refundings of prior issuances. Caitlyn’s representative projects span the Southeast and extend from New Hampshire to California. She is a member of the American Bar Association and the National Association of Bond Lawyers. Caitlyn’s work has been recognized by The Best Lawyers in America® as “One to Watch” in Public Finance for four consecutive years (2021 – 2024). In Fall 2021, she was recognized in the Birmingham Business Journal’s 2021 NextGen: Law, which honors up-and-coming individuals in the legal world who are under the age of 40. She is active in a wide range of community organizations, most recently having served on the Board of Directors of the Rotaract Club of Birmingham and the Alabama Symphony Orchestra Junior Patrons.

Oreste Casciaro

Bond Market 2025 Forecast
Tuesday, January 21, 2:00 - 3:00 PM

Bonds for Disaster Recovery and Economic Renewal
Tuesday, February 18, 2:00 - 3:00 PM

Senior Vice President, Relationship Management
The Bank of New York Mellon

Oreste has over 20 years’ experience in the financial services industry. He is a senior relationship manager at BNY’s Corporate Trust Public Finance group, covering the Northeast region, primarily supporting the largest municipal issuers in New York City and New York State. Oreste began his career at a New York Stock Exchange specialist-trading firm during which he obtained his BBA and MBA in Finance.

Tammy Davis

Using P3 to Unlock Infrastructure Development
Tuesday, May 20, 2:00 - 3:00 PM

Municipal Bonds and Revitalization in Rural America
Tuesday, September 16, 2:00 - 3:00 PM

Senior Vice President, Client Executive
The Bank of New York Mellon

Tammy is currently a Senior Relationship Manager in Corporate Trust for The Bank of New York Mellon Trust Company. Based in the Midwest, she manages trustee, paying agent and escrow services for a portfolio of healthcare, higher education, state/ local government and housing clients. She has sales and business development responsibilities over a very diverse mix of corporate trust products and bond financing structures. Previous to her current business development role, Tammy was a Team Leader managing several administrators with responsibility for managing overall client relationships, reviewing documents associated with bond financings, ensuring accounts are properly established on all systems and, performing day to day administrative duties such a investments, cash movement, compliance monitoring, and debt service processing for numerous relationships. Tammy joined the public finance corporate trust industry in 1996 through heritage organizations and has over 30 years of total banking experience. She has a Bachelor’s in Accounting and a Master’s in Finance.

Wayne Edmiston

Leveraging Development Impact Bonds (DIBs) in Underserved Areas
Tuesday, June 17, 2:00 - 3:00 PM

Senior Vice President/Senior Relationship Manager
The Bank of New York Mellon

Wayne “Ed” Edmiston has over 25 years’ experience in the financial services industry, specifically Corporate Trust. Ed started his career originally with First Union, before later joining BB&T, and then US Bank. He took a tour as a military contractor for several years working with the Marine Corps, US Navy, Coast Guard, U.S. Army, U.S. Customs and Boder Patrol, Homeland Security, and numerous foreign military branches. When he left that career option, Ed chose once again to pursue old habits in 2021 coming back to his roots in Corporate Trust as a Transaction Manager with BNY Mellon and later was chosen to serve a Senior Relationship Manager role in 2022. Over his long-term commitment to the public finance and corporate trust market, Ed has gained an exceptionally strong knowledge regarding general rate bond debt, the roles of custodian, municipal trustee, and escrow agent, with a keen specialty towards education, higher education, and hospital bond deals. Ed received his BA in Finance from the University of North Florida, Jacksonville.

Lynne Funk

Bond Market 2025 Forecast
Tuesday, January 21, 2:00 - 3:00 PM

Senior Director, Strategy and Content, Live Media - Municipal Finance
The Bond Buyer

Lynne Funk is Senior Director, Strategy and Content, Live Media - Municipal Finance. She leads and shapes The Bond Buyer's six major events, serving as host, moderator, thought leader and brand ambassador. Lynne also is charged with creating innovative live media formats, including new conferences, virtual summits and podcasts to help serve our municipal finance community. Lynne has nearly two decades of experience in the public finance industry. She was most recently Executive Editor of The Bond Buyer. Previously, she was a director at Municipal Market Analytics, Inc., and in the Policy and Public Advocacy for the Municipal Securities Division at the Securities Industry and Financial Markets Association.

Alex Hassinger

Tax-Exempt Bonds in Affordable Housing Development
Tuesday, April 22, 2:00 - 3:00 PM

Director
CohnReznick LLP

Alex M. Hassinger is a Director in CohnReznick’s Boston office and a member of the Firm’s Affordable Housing Industry Practice. He works closely with other senior members of the group to develop and evaluate transaction structures, to provide tax compliance advice, to evaluate tax credit recapture or tax-loss reallocation issues, and to provide syndication advisory services. Alex has expertise in the Low Income Housing Tax Credit (LIHTC), federal and state historic tax credits, and the federal New Markets Tax Credit (NMTC) Program.

Prior to joining the firm, Alex was a consultant to federally qualified health centers (FQHCs), providing guidance on NMTC financing. He has also worked as a project manager for a housing developer and in asset management at a large, national syndicator of LIHTC properties.

Education
· Williams College: Bachelor of Arts, Economics
· University of Michigan: Master of Public Policy, Graduate Certificate - Real Estate Development

Jarrod Loadholt

Political Landscape of Private Activity Bonds
Tuesday, March 18, 2:00 - 3:00 PM

Partner
Ice Miller LLP

Jarrod Loadholt is a partner in Ice Miller’s Public Affairs Group. Jarrod previously served as the head of Credit Karma’s Washington, D.C. office as its first director of legislative and regulatory affairs where he managed the company’s government relations function. In this role, he was responsible for the overall supervision, planning, organization and coordination of the company’s state and federal legislative and regulatory affairs strategy. In 2016, Jarrod co-founded a full-service public affairs firm specializing in federal and state government relations, public affairs, strategic communications and issue and electoral campaigns. As a principal of the firm, he developed and executed legislative, regulatory and procurement strategies for a diverse range of commercial, governmental and nonprofit clients. In this capacity, Jarrod also served as a senior advisor to several mayoral campaigns, including the historic victories of Randall Woodfin in Birmingham, Alabama and Frank Scott in Little Rock, Arkansas. Prior to the creation of his public affairs firm, Jarrod functioned as policy, compliance and product counsel for SolarCity and Tesla. Additionally, he acted as Senior Counsel to the House Committee on Financial Services for the United States House of Representatives’ Subcommittee on Financial Institutions and Consumer Credit where he advised members on a broad range of legislative and regulatory issues, including cannabis banking, data security and privacy, blockchain and digital currencies and the body of federal laws regulating consumer financial products and services. Jarrod also served as Senior Oversight Counsel to the Oversight and Investigations Subcommittee handling all oversight matters for the Consumer Financial Protection Bureau, the Federal Deposit Insurance Corporation, the Office of the Comptroller of the Currency, the Federal Reserve Board, the National Credit Union Administration and the Financial Stability Oversight Council

Katie Moriarty

Bond Market 2025 Forecast
Tuesday, January 21, 2:00 - 3:00 PM

Bonds for Disaster Recovery and Economic Renewal
Tuesday, February 18, 2:00 - 3:00 PM

Political Landscape of Private Activity Bonds
Tuesday, March 18, 2:00 - 3:00 PM

Tax-Exempt Bonds in Affordable Housing Development
Tuesday, April 22, 2:00 - 3:00 PM

Using P3 to Unlock Infrastructure Development
Tuesday, May 20, 2:00 - 3:00 PM

Leveraging Development Impact Bonds (DIBs) in Underserved Areas
Tuesday, June 17, 2:00 - 3:00 PM

Risk Management and the Bond Credit Rating Evolution
Tuesday, July 15, 2:00 - 3:00 PM

Manufacturing Expansion with Industrial Development Bonds
Tuesday, August 19, 2:00 - 3:00 PM

Municipal Bonds and Revitalization in Rural America
Tuesday, September 16, 2:00 - 3:00 PM

Avoiding the Potential Pitfalls in Bond Deals
Tuesday, October 21, 2:00 - 3:00 PM

Effective Utilization of Green Bonds
Tuesday, November 18, 2:00 - 3:00 PM

Fueling Economic Development with Revenue Bonds
Tuesday, December 9, 2:00 - 3:00 PM

Director
Council of Development Finance Agencies

Katie Moriarty is a Director in the Knowledge & Networks Division at the Council of Development Finance Agencies (CDFA). Ms. Moriarty leads the organization’s National Development Finance Summit, held annually to bring together leaders and experts from the development finance industry from around the world. She also manages CDFA’s Sponsorship as well as the Training Institute where she collaborates with organizations and individuals from across the globe to provide awareness and education within the industry.

Ms. Moriarty’s career has been primarily in the non-profit sector, and she came to CDFA after working most recently as a Manager of Partner Success at Rev1 Ventures. She is a highly experienced facilitator with expertise in relationship building, collaboration, and communication.

A graduate of The Ohio State University and Youngstown State University, she holds a Bachelor of Science in Psychology and a Master of Science in Education. Outside of her professional life, Ms. Moriarty enjoys spending time with her very active family, including her 3 children and their dog. She loves doing anything outdoors and is an avid runner.

Adam Parker

Bonds for Disaster Recovery and Economic Renewal
Tuesday, February 18, 2:00 - 3:00 PM

Attorney
Butler Snow LLP

Adam is a member of Butler Snow’s Public Finance, Tax Incentives and Credit Markets Group. He regularly represents governmental entities, nonprofits, private businesses, housing developers, senior living providers, financial institutions, healthcare organizations, educational institutions, governmental entities, and infrastructure providers in the natural gas, water, sewer, and transportation sectors in public, private, and public-private finance transactions and economic development matters.

In addition to assisting clients with specific transactions, Adam assists and advises clients with forming governmental entities, calling and holding elections, monitoring legislative developments, and understanding the tools they can use to build their projects and communities.

Adam was named a Louisiana Super Lawyers® Rising Star in the area of Governmental Finance, selected to Best Lawyers in America® in the area of Public Finance Law, and is a member of the National Association of Bond Lawyers.

Adam obtained his J.D. and M.P.A. from the University of North Carolina and his B.A. from Louisiana State University. Adam is admitted to the State Bars of Louisiana and North Carolina and formerly served as a Law Clerk to the Honorable Robert N. Hunter, Jr. at the North Carolina Court of Appeals.

Troy Pitman

Risk Management and the Bond Credit Rating Evolution
Tuesday, July 15, 2:00 - 3:00 PM

Effective Utilization of Green Bonds
Tuesday, November 18, 2:00 - 3:00 PM

Vice President, Relationship Management
The Bank of New York Mellon

Troy Pitman joined BNY Mellon in 2007 as a Corporate Trust Administrator in BNY’s Seattle office. A promotion to Client Service Manager prompted a moved to Denver in 2010 and in 2015, he shifted focus from a client service to business development role where he currently serves municipal clients as a Relationship Manager in the public/not-for-profit segment.
 
Troy has extensive experience managing a wide variety of debt issuances, escrows and custody/safekeeping relationships and has enjoyed working with a broad range of clients including those in healthcare, housing, higher ed, transportation and all levels of state and local governments. He is also heavily involved in BNY Mellon’s market-leading efforts in the Property Assessed Clean Energy “PACE” Bond space.
 
Troy is a recipient of BNY Mellon’s prestigious Above and Beyond Award, recognizing individuals whose commitment to our company’s values of Client Focus, Trust, Teamwork and Outperformance, greatly exceeds expectations.

Troy earned a B.A., Business Administration degree from the University of Washington and currently resides in Northeast Denver with his wife and two young children.

Charlie A. Rhuda III

Tax-Exempt Bonds in Affordable Housing Development
Tuesday, April 22, 2:00 - 3:00 PM

Partner
Novogradac & Company LLP

Charles A. Rhuda III is a partner in the Boston office of Novogradac. He has more than 30 years of experience in affordable housing, community development and historic rehabilitation. Rhuda works with tax credit developers, management agents, syndicators and investors on structuring, financing, syndicating and disposing/restructuring low-income housing tax credit and historic rehabilitation tax credit transactions, in addition to providing traditional audit and tax services. He is a frequent speaker at regional and national conferences on topics in the affordable housing industry, as well as a contributor to industry trade publications. Rhuda graduated from Pace University with a bachelor’s degree in public accounting. He is licensed as a certified public accountant in New York, Massachusetts, New Jersey, Maryland and Connecticut.

Toby Rittner

Political Landscape of Private Activity Bonds
Tuesday, March 18, 2:00 - 3:00 PM

President & CEO
Council of Development Finance Agencies

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 finance agencies. Mr. Rittner runs the day-to-day operations of the Council including the organization’s various educational, advocacy, research, resources, and networking initiatives. He also serves as the Chairman of the Board of Directors for the CDFA Foundation.

Rittner is one of the most vocal and recognized leaders of the development finance industry nationwide and has advised local, state, and federal leaders, including Presidents Biden and Obama, 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 and has had numerous pieces of legislation introduced in the United States Congress. In 2021, Rittner successfully led a national effort to reauthorize and fund the $10B State Small Business Credit Initiative (SSBCI) program as part of the American Rescue Plan Act. He has written and crafted dozens of strategic finance plans for development finance agencies and advised communities throughout the world on development finance approaches.

Rittner focuses on sustainable finance with an emphasis on infrastructure, clean energy, food systems, small business, and innovations in the development finance industry to drive sustainable outcomes. He has written extensively about impact ready initiatives that leverage and engage capital in ways that drive local sustainability in business and industry and the environment and economy.

Rittner is a frequent speaker at local, state, and national conferences and events focused on economic development finance. He has been featured 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. He is also a Development Finance Certified Professional (DFCP) and has completed the prestigious Oxford University Sustainable Finance Foundation Course.

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.

Anthony Schexnayder

Manufacturing Expansion with Industrial Development Bonds
Tuesday, August 19, 2:00 - 3:00 PM

Avoiding the Potential Pitfalls in Bond Deals
Tuesday, October 21, 2:00 - 3:00 PM

Senior Vice President Relationship Management
The Bank of New York Mellon

Patricia Trlak

Tax-Exempt Bonds in Affordable Housing Development
Tuesday, April 22, 2:00 - 3:00 PM

Fueling Economic Development with Revenue Bonds
Tuesday, December 9, 2:00 - 3:00 PM

Senior Vice President
The Bank of New York Mellon

As a seasoned Client Executive in BNY's Public Finance sector, Patricia brings over 30 years of expertise in Corporate Trust. She specializes in municipal debt issues for public sector clients and her extensive experience spans multiple regions. Following a successful start to her career at SunTrust Bank in Orlando, Florida, Patricia progressed to an Operations Manager role at Trust Company Bank in Atlanta, Georgia, ultimately bringing her expertise to BNY. Now based in Chicago, Patricia continues to deliver exceptional service to her clients, leveraging her deep understanding of the Corporate Trust industry.

A graduate of Florida State University, Patricia holds a Bachelor of Science Degree in Economics which has provided a strong foundation for her successful career in finance. With her wealth of knowledge and commitment to client satisfaction, Patricia is a valued member of the BNY team, dedicated to helping public sector clients achieve their financial goals.

Kristopher Wahlers

Political Landscape of Private Activity Bonds
Tuesday, March 18, 2:00 - 3:00 PM

Partner
Ice Miller LLP

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.

Martin Walke

Using P3 to Unlock Infrastructure Development
Tuesday, May 20, 2:00 - 3:00 PM

Vice President
Louisiana Public Facilities Authority

Martin Walke joined the Louisiana Public Facilities Authority (LPFA) in 2006 and serves as the Vice President of Economic and Program Development. His primary function is to plan, organize and coordinate local and statewide efforts in economic and program development for the LPFA, a conduit issuer of tax-exempt and taxable bonds. He is responsible for managing several revolving loan programs totaling over $24 million as well as governmental and public affairs for the LPFA. Walke earned a B.S. in Business Administration from Louisiana State University and gained a broad scope of experience serving in both the public and private sectors over the past 40 years. His career includes serving as a Legislative Assistant to former U.S. Senator J. Bennett Johnston and as Director of State Operations for former U.S. Senator John Breaux. After establishing and managing a consulting business for many years, he worked as a banker in public finance and subsequently as a financial advisor before joining the LPFA. Walke serves in a leadership capacity on numerous boards associated with economic development in Louisiana and nationally. He currently serves as a member of the Board of Directors and Chairman of the Advocacy Committee of the National Association of Health & Educational Facilities Finance Authorities (NAHEFFA), a member of the Board of Directors of CDFA, a member and former Director of the Louisiana Industrial Development Executives Association (LIDEA), Director and Past Chairman of the Louisiana Business & Technology Center (LBTC), and a Director of the Louisiana Business Incubator Association (LBIA). In addition, he finds fulfillment in serving as a volunteer to many civic, church, and philanthropic organizations as well. As part of his commitment to professional development, Walke attained the designation of Certified Louisiana Economic Developer (CLEcD) in 2011.

James Young

Political Landscape of Private Activity Bonds
Tuesday, March 18, 2:00 - 3:00 PM

Senior Vice President | Relationship Manager
The Bank of New York Mellon

James joined The Bank of New York Mellon in February 2010; he joined the Northeast Public Not For Profit Group in January 2012 as a Client and Business Development Relationship Manager. James has more than 15 years’ experience in the Corporate Trust Industry.

James has had experience with Corporate Finance accounts, Municipal Debt transactions, Tax-Exempt Financing, Private Placements, and complex escrow accounts.

James has a Bachelor of Arts degree from Villanova University. He is also a Certified Corporate Trust Specialist (CCTS) from the Institute of Certified Bankers, and a graduate of the Cannon Financial Institute’s Corporate Trust School.