Dan Hartman serves as the Chief Executive Officer and a managing director at PFM. Dan also serves on PFM’s Board of Directors. He has more than 30 years of public finance experience in both financial advisory and investment banking capacities. Prior to his role as CEO, Dan served as the head of PFM’s Financial Advisory and Consulting practice, helping PFM achieve revenue growth of 25% in the advisory business from 2018 to 2021. Dan spent much of his earlier career at PFM leading the firm’s national utilities group and working as lead municipal advisor to many of the largest water, wastewater and public power agencies in the U.S. He served as a financial advisor to clients including the Los Angeles Department of Water and Power, the Great Lakes Water Authority, DC Water, CPS Energy (San Antonio), the San Antonio Water System, the Orlando Utilities Commission and the Southern California Public Power Authority. Dan has been directly involved in the issuance of more than $75 billion of utility and revenue bonds and worked on some of the municipal market’s most complex transactions for these clients. As part of his financial advisory work, Dan recently led some of the most innovative financing structures in the municipal utility business. These include a number of public-private partnership transactions, as well as multiple natural gas and renewable energy prepayment transactions. Three of this engagements earned Bond Buyer “ Deal of the Year” awards for DC Water and Great Lakes Water Authority. Dan also provides expert witness testimony to legislative and regulatory matters to various agencies on behalf of his municipal clients. He is a frequent speaker on utility finance and strategic matters at public finance industry conferences and workshops. Dan previously served as a Managing Director with Bear Stearns and Citigroup Global Markets. Dan is a graduate of the University of North Carolina – Chapel Hill.

As a public finance leader and registered municipal advisor, Belvia focuses on helping communities and school districts thrive through strategic financial planning and innovative solutions. Specializing in municipal bond issuance, capital planning, budgeting, legislative analysis, and advising municipalities, school districts, and libraries on their financial strategies, Belvia supports community development and infrastructure projects. She also has extensive experience in leadership, project management, strategic planning and communication.

Mitch Gallo joined RBC Capital Markets in 2005. He has a background in housing and real estate related financings, specializing in tax exempt and taxable executions for municipal housing issuers. Since 1999, Mitch has been involved in financings for governmental and for-profit organizations, primarily consisting of housing finance agencies, public housing authorities, and real estate developers. He has experience with multiple fixed income executions, credit enhancement alternatives, derivative strategies, and structured products. Mitch covers housing issuers across the country. Prior to joining RBC Capital Markets, Mitch was employed by ARCS Commercial Mortgage (since acquired by PNC Bank) which was then the #1 Fannie Mae DUS lender in the country. Mitch is a graduate of Lehigh University, holding a BS in Business and Economics with a major in Finance. He is a FINRA registered representative with Series 7 & 66 licenses, and has lectured on the topic of public finance, affordable housing and economic development.

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 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.

As Senior Director and Sector Head for Community Development & Social Lending (CDSL) in U.S. Public Finance (USPF) at Fitch Ratings, Karen Fitzgerald, CFA, provides analytical and managerial leadership for the CDSL team. Karen has broad knowledge and insight into the debt and capital markets and a comprehensive understanding of rating criteria across USPF and Structured Finance asset classes. She leads the development of criteria, methodology and sector credit factors for affordable housing, essential housing, and military housing transactions, as well as for CDFIs and HFAs. Karen also regularly publishes clear and forward looking research, commentary and reports that communicate Fitch’s views on topical issues in the affordable housing and community development sectors. Karen is well-known for initiating and driving collaboration between her team and other areas of Fitch to develop new analytical approaches for rating complex and novel transactions. She is also frequently invited to speak at major industry conferences, showcasing her knowledge and expertise in the affordable housing and community development sectors. Prior to joining Fitch, Karen spent over two decades at S&P Global Ratings, where she developed a reputation as a recognized leader in affordable housing and municipal structured finance. She holds a bachelor’s degree in economics from the Wharton School, a bachelor’s degree in international relations from the University of Pennsylvania, and an MBA in finance from Yale University’s School of Management. Karen is based in Fitch’s San Francisco office.

Geoffrey Buswick is a Managing Director and State Government Sector Leader in the Americas Public Finance department at S&P Global Ratings. He’s interested in credit conditions, market changes, evolving technologies, and Ratings’ views on evolving risks in the public finance sector. He chairs state, local government, utility, and transportation committees and is an active primary analyst in the sectors, as well. Along with credit work, Geoff focuses on market outreach, developing research, and analytical education about S&P Global’s approach to rating government entities. Geoff has held various senior analytical and management roles in Ratings. From October 2010 to February 2015, Geoff was the Lead Analytical Manager for the Public Finance Infrastructure Group. From 2005 to September 2010, he served as the Boston office head for S&P Global Ratings. Prior to joining Ratings, Geoff served as the Finance Director for the City of Gloucester, Mass., and previous to that was the Administrative Officer for the City of North Adams, Mass. Geoff currently sits on the Corporate Affiliates Board of the National Association of State Treasurers (NAST). He served two stints on the board of governors of the National Federation of Municipal Analysts (NFMA) (2020-2022 & 2010-2013) and was the co-chair for the 2012 and 2013 NFMA Annual Conferences. In 2017, he received the “Award for Excellence” from the NFMA for his work to improve market-wide disclosure of alternative financings.

As Director of GFOA’s Federal Liaison Center, Emily leads coalition and advocacy efforts of the Public Finance Network in Washington DC. Her advocacy includes anticipating and responding to federal legislative and regulatory activities that impact the finance functions of state and local governments and public sector entities including tax reform, municipal securities disclosure and public pension and benefit issues. Emily also serves as staff on GFOA’s Debt Committee, working with committee members to develop best practices that promote sound financial practices for local, state and provincial governments. Prior to joining GFOA, Emily was a commercial bank relationship manager at a large national bank, serving as the sole bank liaison for government and university clients.

With over 25 years of experience in financial services, Chris is primarily responsible for spearheading the strategic planning and engagement of SWBC’s existing accounts along with boosting the Firm’s market presence and profile within the industry. Additionally, his focus includes expanding new relationships, including asset managers, broker dealers and issuing municipalities. As a recognized thought leader in the fixed-income markets, Chris is a regular contributor with appearances on Bloomberg Television and Radio. He has authored numerous economic commentaries and his insights have been featured in leading financial media publications, including The Bond Buyer, The Wall Street Journal and Bloomberg. He has also been an active participant with the Bond Dealers of America (BDA) trade association, advocating regulators and legislators on Capitol Hill on behalf of the broker-dealer community. Prior to joining SWBC, Brigati served as Senior Vice-President, Managing Director of Municipal Investments at Valley National Bank. He also served on the Investment Committee for Valley Financial Management (VFM) overseeing 7 investment portfolios on behalf of the Bank. Prior to Valley, Chris served as Managing Director and Head of Municipal Trading at Advisors Asset Management, Inc. (AAM). He oversaw a team of individuals responsible for municipal bond sales and trading at AAM. Previously, Brrigati had a long career at Morgan Stanley where he served as Managing Director and Head of Wealth Management Municipal Trading for eight years. During his tenure, Chris successfully multiplied the scope and size of the municipal bond business at Morgan Stanley. Additionally, he has served in a variety of leadership roles, trading on behalf of institutional, ultra-high net-worth, and retail clients. Chris began his career at First Investors Corp after graduating from The State University of New York at Albany School of Business with his B.S. in Business and Finance in 1992.

Gregg Bienstock joined SOLVE as part of the Lumesis acquisition in 2022. Gregg is former CEO and a Co-Founder of Lumesis. He is a frequent speaker on municipal market’s use of technology to solve business and compliance needs. Prior to Lumesis, Gregg spent more than thirteen years with Ambac Financial Group where, most recently, he was responsible for Strategic Initiatives and previously served as Chief Administrative Officer and Employment Counsel. Gregg is a 1991 graduate of Brooklyn Law School. He received his B.S. in Business and Economics from the University of Maryland. He serves as a member of the Board of Directors of The Children’s Village.