Dan is the CEO and co-founder of Adaje Inc., a cutting-edge AI-powered platform for modeling, marketing, and managing the bond issuance lifecycle for issuers, bankers, advisors, and investors. Previously, Dan served as a municipal advisor for over fifteen years on hundreds of transactions spanning various credits and structures. His disappointment with legacy bond structuring solutions led to the innovation of Adaje. Dan also co-founded Callowhill Capital Advisors, a financial advisory firm known for its analytical expertise and exceptional service. Dan received his bachelor’s degree with honors and majors in Finance and Economics from Drexel University. He is a CFA charterholder and Series 50 and Series 54 licensee.

Nicole Riggs is a Senior Vice President and Relationship Manager in U.S. Bank’s Government and Higher Education Division covering government and university clients and prospects in New York and Massachusetts. With nearly 20 years of public finance experience in both government and banking roles, Nicole is adept at identifying financial solutions offered by the bank, with expertise in funded and off-balance sheet lending. Nicole joined U.S. Bank in December 2022, upon the completion of its acquisition of MUFG Union Bank’s public finance business. Prior to joining MUFG Union Bank in 2014, Nicole spent 7 years with the Port Authority of New York and New Jersey. As the Manager of Aviation Capital Financial Services, she oversaw the financial aspects of the Aviation Department’s multi-billion-dollar capital plan and Passenger Facility Charge (PFC) program. Nicole also managed the annual strategic business planning process, analyzed and consolidated unit and facility operating budgets, and supported procurement and Board approval processes. Nicole is a regular speaker at municipal industry and educational conferences, and a member of the Municipal Analysts Group of New York and the Northeast Women in Public Finance. Nicole earned Master’s Degrees in Public Affairs and Urban and Regional Planning from the School of Public and International Affairs at Princeton University, and a B.A. in Communications, with minors in Political Science and Spanish, from the University of California Los Angeles (UCLA). She holds Series 52, 63, and 79 securities licenses and resides with her family in New York City.

Ed is a managing director in the Wealth Investment Solutions (WIS) Group within Goldman Sachs Asset Management, serving as head of the Municipal Separately Managed Accounts platform. Along with serving as a senior portfolio manager on the team, he is responsible for portfolio management and trade execution for the business. Ed joined Goldman Sachs in 2014 as a vice president and portfolio manager on the Municipal team in Private Wealth Management, prior to moving to Goldman Sachs Asset Management in 2019. He was named managing director in 2023. Prior to joining the firm, Ed spent 10 years at Western Asset Management, most recently working as a portfolio manager within the company’s Municipal Group. During his tenure at Western, he focused on the Separately Managed Account business. Ed began his career in 2002 at Citigroup Asset Management working on the Fixed Income Desk. Ed earned a BA in Economics from the State University of New York at New Paltz in 2002 and an MBA from Baruch College in 2008.

Mr. Kolman, Managing Director and Head of the Municipal Securities Group at Academy Securities, a Military and Disabled Veteran Owned Investment Bank , is a 35 year veteran of the Municipal Securities Industry. Mr. Kolman spent the majority of his career at Goldman Sachs serving as Manager of the New Issue desk (overseeing the pricing of over $100 billion in debt). In his final years at Goldman Sachs, he was Co-Head of the short and long-term sales, trading, underwriting and derivative business as well as Public Finance for the Municipal Department. He retired from Goldman Sachs in 2008 and worked with Macquarie Bank developing a startup financial guaranty company (called Municipal and Infrastructure Assurance Company) and served as the Vice Chairman. Mr. Kolman then joined US Bancorp in May of 2010 as Head of the Municipal Securities Department and was tasked with building out a full-service Municipal team. Mr. Kolman served on the Municipal Securities Rulemaking Board (MSRB) as well as the Executive Committee of the Securities Industry and Financial Markets Association (SIFMA) where he was Chairman of the Municipal Division.

Will Kim is the Founder and CEO of MuniPro. At MuniPro, Will leverages his expertise in Municipal Markets and Financial Technology to build the AI-enabled Data and Productivity platform for Corporate and Municipal bonds spanning the entire market. Prior to founding MuniPro in 2018, Will Kim spent 6 years as a Public Power Investment Banker at Wells Fargo and 6 years in Public Finance, TOBs, and Derivatives with Merrill Lynch. He has worked on over $10 billion of municipal bond transactions, TOBs, interest rate derivatives, total return swaps, prepays and other structures. Will graduated with Joint Honors in Economics and Finance from McGill University.

Mark T. Kim is President and Chief Executive Officer of the Municipal Securities Rulemaking Board (MSRB), the principal regulator of the $4 trillion municipal securities market. Before becoming CEO, Mark was the Chief Operating Officer from 2017-2020 and served on the MSRB Board of Directors from 2015-2017. Prior to the MSRB, Mark was Chief Financial Officer for the District of Columbia Water and Sewer Authority (DC Water). Under his direction, DC Water won multiple Deal of the Year awards for its creative and innovative bond financing program. Previously, Mark served as Assistant Comptroller for Public Finance and then Deputy Comptroller for Economic Development for the City of New York. Prior to his public service, Mark was an investment banker at several financial services firms including UBS and Goldman Sachs. Mark holds a Ph.D. in public policy from Harvard University, a law degree from Cornell Law School and a bachelor’s degree from Northwestern University.

Natasha Holiday is Managing Director and Co-Head Infrastructure East for RBC Capital Markets, where she manages a 40-person banking team and structures debt and sells bonds in the public and private markets to raise capital on behalf of large city and state governments to fund public infrastructure. Natasha is a member of RBC’s Municipal Finance Operating Committee and serves as a Board member of the Municipal Securities Rulemaking Board (MSRB), the federal self-regulatory organization. She also co-chairs RBC’s U.S. Capital Markets Diversity Leadership Council. Natasha is a senior relationship banker to the Cities of New York, Philadelphia, and the District of Columbia, and the states of Connecticut, Massachusetts and New York including select transportation and water authorities. She has worked as a banker and financial advisor for 19 years and has financed and/or advised on over $20 billion of municipal bond transactions. Natasha was recognized in 2020 as a Crain’s New York Business 40 Under 40 honoree and received one of six Northeast Women in Public Finance Trailblazing Women awards in 2019, the 2016 Rising Star Award by Women in Public Finance and the inaugural Bond Buyer 2016 Rising Star Award. Natasha earned her Master of Public Policy from Harvard Kennedy School of Government, with a concentration in urban development and transportation policy, and a BA in History/BS in Political Science from Xavier University (OH), where she currently serves on the Board of Trustees’ Executive Committee and chairs the Board’s Diversity and Inclusion Committee. Natasha is a political enthusiast, avid basketball fan, and most importantly mom to her two sons, Aaron IV and Harrison – ages 9 and 7.

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.

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.