Alex Petrone is Managing Director and Director of Fixed Income for Rockefeller Asset Management. Ms. Petrone is responsible for leading Rockefeller Asset Management’s Fixed Income business – setting strategy, driving investment performance, and working closely with clients and prospects. Prior to joining Rockefeller in September 2022, Ms. Petrone was a senior member of PIMCO’s municipal portfolio management, municipal product strategy, and global wealth management teams. Ms. Petrone’s responsibilities included buy and sell decisions, portfolio construction, and risk management for the firm’s taxable and tax-exempt municipal bond allocations. Prior to joining PIMCO, Ms. Petrone worked at Goldman Sachs Asset Management as a senior lead client portfolio manager within the municipal team and as a member of Morgan Stanley Smith Barney’s Capital Markets team for municipal sales and trading.

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.

Giles Nicholson comes to Siebert Williams Shank (“SWS”) to run the firm’s Public Finance Quantitative Solutions Group. The group will work in tandem with public finance bankers to enhance idea generation and provide additional technical support to deal execution throughout SWS’ muni bonds issuer clientele. Mr. Nicholson has over 34 years of experience in municipal finance, including stints at JPMorgan, Lehman Brothers, Barclays, Wells Fargo, and most recently UBS, where he ran the Quantitative Strategies Group. His specialty is in the development and execution of complex debt transactions that are tailored to specific client needs and market conditions. His deal experience includes tenders, pooled loans, restructurings, defeasances, pre-pay energy, among others. Nicholson was instrumental in the New York Metropolitan Transportation Authority’s 2002 debt restructuring and its subsequent refinancing in 2012. He also provided extensive quantitative support and ideas generation for the Chicago Sales Tax Securitization and tender in 2023 (National Deal of the Year), as well as the State of Oregon’s 2023 Higher Education General Obligation transaction. He has developed and participated in debt financings for the Dormitory Authority of the State of New York, the New York Municipal Water Finance Authority, the Port Authority of New York and New Jersey, the Texas Water Development Board, and the University of California, among others throughout his career. Nicholson received a BA in Economics from Harvard University.

Kevin serves as bond counsel, underwriters’ counsel and disclosure counsel for state and local agency debt issues, primarily in the field of housing finance, and assists state and local agencies finance affordable housing and mortgage programs. Working with housing finance agencies and investment banks, he helps structure and execute bond and loan transactions to finance the development and preservation of affordable rental housing and to finance first-time homebuyer and other mortgage lending programs. Kevin also brings to his practice a background in HUD housing and community development programs and experience developing affordable housing at a local housing authority. Kevin has negotiated and documented debt with a variety of interest, redemption and tender provisions and credit and liquidity enhancements, in parity and conduit financings, through public offerings and direct loans and bond purchases. He guides clients through matters of state law and federal tax and securities law presented during a financing.

Glenn McGowan is a Managing Director and Co-Head of Municipal Underwriting at RBC Capital Markets. Glenn joined RBCCM in 2013 and has seventeen years of public finance experience serving large issuers and local entities across the country. Glenn is a member of the firm’s Municipal Markets Operating Committee and oversees all aspects of RBCCM’s long-term municipal underwriting activities. Glenn has led tax-exempt and taxable transactions in the governmental, healthcare, education, higher education, transportation, airport, infrastructure, public power, water/sewer, housing, and student loan sectors. Glenn was honored as a Rising Star by The Bond Buyer in 2020. Glenn began his career at Goldman Sachs, where he was actively involved in many notable Build America Bond and QSCB transactions. Glenn is a FINRA Series 24 General Securities Principal as well as a Series 53 Municipal Securities Principal. Glenn graduated from the College of the Holy Cross in Worcester, MA, and lives in New York with his wife and two children.

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.

Chris works as a Director in the Public Finance Group – Eastern Region at Assured Guaranty, focusing on utility and transportation sector transactions in the Americas. Prior to working in the Public Finance Group – Eastern Region, Chris worked as a Director in the Infrastructure Finance Group. In addition to covering a variety of issuers and sectors located in the eastern region of the United States, Chris brings a deeper concentration on the utility and transportation sector both domestically and internationally. Prior to joining Assured Guaranty, Chris worked at U.S. Bank, N.A., managing the Public Utility Group in the Government Banking Division. Prior to U.S. Bank, he was a Senior Director/Manager of Fitch Ratings Public Power Group in the Public Finance Division and worked at MBIA Insurance Corporation as a Managing Director in the Public Finance Division. Having extensive prior experience working in bond insurance, at a rating agency and for a commercial bank, Chris brings a unique set of risk assessment, negotiation and rating skills to the revenue bond and tax-supported credit sectors.

Neene Jenkins, Executive Director, is a Head of Municipal Research division of the Global Fixed Income, Currency & Commodities (GFICC) group at JP Morgan Chase Asset Management. Neene is also responsible for identifying investment opportunities in the High Yield and Investment Grade sectors. Prior to joining the firm in 2019, she was a senior vice president at Alliance Bernstein for 9 years, covering Municipal High Yield and Investment Grade sectors. Neene holds a B.A. in applied mathematics from the University of Buffalo and an MPA in public finance from the New York University’s Robert F. Wagner School of Public Service, where she was also an adjunct professor. She is a member of the Society of Municipal Analysts, Former Chair of the Education Committee and of DEI Committee for the National Federation of Municipal Analysts (NFMA), currently Chair of NFMA and a board member of the Northeast Women in Public Finance.