Construction chose me. My dad hung drywall and I started going to his jobsites at an early age. At about 5 years old I was picking up loose nails with a magnet, and soon thereafter I was nailing off closets. In my teens, he taught me to install acoustical ceilings and eventually I got my welder’s license to install steel studs. From my hands on upbringing, I learned to take pride in my craft and was always looking for new and better ways to build. And that idea continues today. I want people to be bold enough to challenge the status quo. It’s a culture we are creating at Webcor because it leads to innovation. You have to be open to new ideas to be flexible enough to deal with today’s challenges. The demands of building today are eminently more complex, requiring our teams to continuously collaborate. And working together is paramount to finding the absolute best solutions. Learn more about Webcor
Dan Richard, Chair, California High Speed Rail Authority
Dan Richard of Piedmont, has been a principal of Dan Richard Advisors since 2010. He was managing partner and co-founder of Heritage Oak Capital Partners, an infrastructure finance firm, from 2007 to 2009 and was senior vice president of public policy and governmental relations at Pacific Gas and Electric Company from 1997 to 2006. Richard was an elected member of the San Francisco Bay Area Rapid Transit District from 1992 to 2004, where he served twice as president of the Board. At the Bay Area Rapid Transit District, Richard led efforts to secure $4 billion in capital for system rehabilitation projects, the transit system’s expansion to the San Francisco Airport and seismic retrofit programs. Richard was a principal at Morse, Richard, Weisenmiller & Associates from 1986 to 1996, a firm serving the independent power industry and project finance lending community. He was vice president of Independent Power Corporation from 1983 to 1986. Richard served as Governor Brown’s deputy legal affairs secretary from 1982 to 1983 and deputy assistant for science and technology from 1978 to 1979. He was advisor to the chairman of the California Energy Commission from 1978 to 1982. Richard began his career at National Aeronautics and Space Administration, where he was assistant to the deputy associate administrator from 1972 to 1978. Richard received his Juris Doctor degree from McGeorge School of Law. Appointed by the Governor.
Carolyn Walsh, Of Counsel, Squire Patton Boggs
Carolyn Walsh advises firm clients on a wide range of capital markets legislative and rulemaking developments. She is an expert on issues involving systemically significant financial institutions and financial market utilities as well as trends and issues in the regulation of the municipal securities markets. Carolyn’s practice focuses on all areas of capital markets regulation, including the regulation of derivatives market participants (Swap Dealers and Major Swap Participants) and newly created and regulated registered entities (Swap Data Repositories and Swap Execution Facilities). In addition to expertise in the area of derivatives regulation and the overlapping jurisdiction of the US and foreign regulators, she is an expert on issues involving the designation of globally significant financial institutions and market utilities, the Volcker Rule, the Swap “Push-Out” Rule, credit rating agency reform, trends and issues in the fixed income markets as well as compliance and risk management issues facing banks and other major market participants. Carolyn has practiced actively before Congress, the Commodity Futures Trading Commission (CFTC), the Securities and Exchange Commission (SEC), the US Treasury Department and other regulatory agencies that promulgate and implement financial reform regulation. Before joining Squire Patton Boggs, Carolyn served as deputy general counsel for the ABA Securities Association (ABASA) and as a vice president and senior counsel for the American Bankers Association (ABA). While there, Carolyn worked as an advocate for the banking industry before Congress and industry regulators, and led the Association’s lobbying efforts on several capital market provisions included in the Dodd-Frank Act. Prior to her work with the ABA, Carolyn served as the senior associate general counsel for the Municipal Securities Rulemaking Board (MSRB) where she effectively implemented regulatory policy and industry initiatives, including significant revisions to the MSRB’s signature regulation on pay-to play, through rule writing, advocacy and interpretation. Early in her career, Carolyn investigated financial fraud and insider trading for the SEC, and went on to defend clients in SEC investigations, including pay-to-play, municipal disclosure and market manipulation investigations at Crowell & Moring LLP and Jones, Day, Reavis & Pogue.
DJ Gribbin, Managing Director, Macquarie Capital
D.J. Gribbin is a Managing Director and Head, US Government Advisory and Relations for Macquarie Capital, having spent 15 years working on public policy and business development in the infrastructure sector. He has led advisory teams working on transactions in Texas, Puerto Rico, New Jersey, and Colorado and has worked on numerous public private partnership deals in the US.
Mr. Gribbin most recently served as the General Counsel for the United States Department of Transportation. As the General Counsel, he was confirmed by the U.S. Senate to serve as the principal legal advisor to the Secretary and for the Department. His work in the infrastructure sector also includes serving as Chief Counsel to the Federal Highway Administration and Director of Business Development for Koch Industries, where he also served as Director of Government Affairs. His varied professional background began on Capitol Hill, where he worked for U.S. Representative Larry Combest. He also has served as a legislative representative for a trade association representing small business and as a grassroots organizer.
Mr. Gribbin has authored articles on payroll tax deposits and aviation policy. He is the only person to win ARTBA’s public-private venture award for service in both the public and private sector, and is a two-time winner of the U.S. Secretary of Transportation’s Gold Award, the Department’s highest award. He is a past president of ARTBA’s PPP division.
Mr. Gribbin received his undergraduate degree in Philosophy from Georgetown University and his law degree from Georgetown University Law Center in Washington, D.C. He has also attended the Mandarin Training Center in Taipei, Taiwan.
Mary Francoeur, Managing Director, Assured Guaranty
Mary Francoeur joined Assured Guaranty in February 2008.She is a Managing Director responsible for business origination for US Public Finance and Project Finance and Utilities in the Americas.Previously, Mary worked at FGIC and Moody’s Investors Service; she started her career in financial management roles with the Port Authority of New York and New Jersey and the City of Jersey City.
Mary has a Master of Public Administration degree from the Maxwell School at Syracuse University where she also earned her BA in newspaper journalism and political science.She is the Secretary of the board of the National Federation of Municipal Analysts (from which she received a Meritorious Service Award in 2014); past Chairman of the Municipal Analysts Group of New York; a founding member of the Board of the Northeast Women in Public Finance; and a trustee and treasurer of the South Orange-Maplewood Adult School.
Roddy Devlin, Of Counsel, Squire Patton Boggs
Roddy Devlin is an experienced lawyer practicing in the areas of project finance and public private partnerships (P3s). His practice focuses on the structuring, financing, acquisition, construction, operation and maintenance of infrastructure assets, both domestically and overseas.
Roddy has represented project sponsors, lenders, institutional investors, construction companies, governmental municipalities and mono-line insurers in a wide range of sectors. He has published numerous articles on the P3 sector and is a regular speaker at industry events and is recognized by both Chambers USA and Chambers Global as a leading US P3 lawyer.
Megan Matson, Partner, Table Rock
As a partner at Table Rock, Megan was instrumental in bringing the $172 MM water and wastewater public-private partnership in Rialto, California to financial close, including the capital raise, investor due diligence, PLA and employee transition, environmental and engineering reports facilitation, public partner and community relationships, and other conditions precedent. Megan is now a lead on both the ongoing asset management of the Rialto concession including development of the $25MM wastewater treatment plant overhaul, and for Table Rock’s 100-City tour to next screened cities positioned to benefit from the model. Previous to Table Rock, Megan founded the MMOB (Mainstreet Moms Organize or Bust), a 50,000 member 50-state political action committee. At the MMOB she led grassroots organizing and community outreach to eleven city councils and the Marin Board of Supervisors getting the votes necessary to launch California’s first independent green energy agency, the Marin Energy Authority CCA (Community Choice Aggregation). Megan was Field Director for the win against Prop 16, PG&E’s $55MM statewide ballot initiative aimed at defeating Marin’s CCA. She organized successfully against PG&E’s $5.5MM countywide campaign to stop CCA, and helped win victories for CCA at the CPUC. She then cofounded LEAN Energy, a national organization furthering the development of CCA around the country, before joining Table Rock. Previously at the MMOB, Megan led national, state and local grassroots organizing on a range of initiatives, including peer-to-peer voter registration innovations in 17 swing states proven in a Yale study to be 3.8x as effective as conventional; successful election integrity litigations in Florida and California through pollworker recruitment and training; and state-by-state legislation drafting and roll-out. Megan describes Table Rock as “private equity on a mission,” and sees private capital and expertise as critical to addressing the country’s severe infrastructure gap. She is committed to projects that are at once cost-effective, CO2 reducing, adaptive to changing water and energy conditions, and build jobs toward a restored middle class. She enjoys resolving some of the hardest issues faced by local government, through creative and transparent public-private infrastructure. Megan is on the Board of the Southwest Megaregion Alliance and received her B.A. from Yale University.
Greg Johnson, Counsel, Squire Patton Boggs
Greg Johnson specializes in creative approaches to financing and developing infrastructure domestically and internationally. Greg’s clients include developers, investment and commercial banks, public entities and others in project finance transactions across the country and overseas.
Greg also has worked extensively in newly developing areas of public/private partnerships for state and federal projects. He represents one of the leading real estate developers in the country in several privatized military family housing projects for the armed services. Greg has been the lead counsel on multiple project financings for various federal agencies.
Greg is active in representing clients seeking creative solutions for infrastructure financings. He has worked on taxable and tax-exempt project financings for infrastructure development, including transportation, health care, higher education, public schools and other infrastructure projects related to economic development.
Greg represents developers, investment banks and other funding sources in renewable energy projects throughout the country. These projects have included wind, solar, biomass and related energy projects, as well as electrical transmission and other energy related project financings.
Greg has assisted developers and funding sources in structuring creative approaches to accessing the capital markets in a difficult economy, including through the use of securitization approaches to project financing, federal grants and loan guarantees, as well as direct lending programs by the Department of Energy and other federal agencies.
He also serves as bond and under writers counsel on tax-exempt bond transactions for renewable energy, education, healthcare and housing projects.
Thilo Tecklenburg, Chief Operating Officer North America, Meridiam
Thilo is COO for Meridiam in North America, overseeing Meridiam’s activities in this market. Prior to joining Meridiam in October 2013, Thilo was the head of Bilfinger Project Investments’ Development Team in North America, where he was responsible for business development and pursuits of P3 projects within the North American marketplace. He has extensive experience with availability type P3 projects and has led consortia for projects in several Canadian provinces and U.S. states.
Prior to coming to North America in early 2007, Thilo worked on transportation and social building P3 projects in Continental Europe and Australia, where his role included project finance structuring, project management and coordination with all stakeholders for the successful tendering and closing of major infrastructure projects. He was involved in several successful projects, such as Royal Women’s Hospital in Australia, M6 Motorway in Hungary and E18 Motorway in Norway. Thilo holds an engineering degree and a Ph.D. from the Technical University in Brunswick, Germany.
Geoffrey Stricker, Managing Director, Edgemoor Infrastructure & Real Estate
Mr. Stricker provides executive level oversight for the planning and execution of a portfolio of infrastructure and real estate deals, including public-private partnerships and alternative delivery projects. Since joining Edgemoor in 2001, he has played an instrumental role in developing public-private opportunities for the company in the fields of transportation, higher education, and K-12 education, including the UCSF Sandler Neurosciences Building in San Francisco, Calif.; the Long and Kimmy Nguyen Engineering Building at George Mason University; and the Route 28 Corridor Improvements Project of Loudoun and Fairfax Counties, Va. Prior to joining Edgemoor, he was a Vice President at Lehman Brothers, where he was responsible for research and analysis for the telecommunications industry, and supported the investment banking division on multiple transactions, including initial public offerings, private placements, and mergers and acquisitions. Mr. Stricker also spent three years at MCI Communications where he was involved in strategic planning and business analysis. Mr. Stricker holds a Masters of Business Administration from Georgetown University and a Bachelor of Arts from Clark University.
James W. Martling, Principal and Founder, Sperry Capital
Since founding Sperry Capital in 1994, Jim has advised numerous government and private clients across multiple sectors in California and national infrastructure projects. Jim has over 30 years of experience advising on infrastructure projects from conceptualization to financial closure. The specific skill set includes project finance, express lanes structures and credits, public-private partnerships (P3), feasibility studies/financial projections, financial modeling, bid process strategy and management, financial structuring, debt and equity raising, contract structuring and negotiation support through financial closure. Jim holds an A.B. degree from the University of California, Berkeley, an M.S. and M.B.A., Graduate School of Business from Columbia University, New York.
Ian Parker, Managing Director, Goldman, Sachs Co.
Ian is a member of the Public Sector and Infrastructure Banking team, focusing on municipal clients located throughout the western region of the United States. In his current role, he works with clients in the transportation, water and general government space. Ian has led the execution of over $20 billion of long-term debt and $8 billion of short-term debt financings as a senior or joint lead underwriter since he joined Goldman Sachs in 2008 as a vice president. He was named managing director in 2010. Prior to joining the firm, Ian worked at Merrill Lynch for nearly two decades in various roles, including municipal housing finance from 1989 to 1999 and municipal capital markets from 2004 to 2008. He also spent four years in London as a member of the structured finance group, where he specialized in providing capital market solutions for European public sector clients and financial institutions. Ian serves on the Board of Directors and Finance Committee of the Peninsula Humane Society & SPCA (PHS/SPCA), based in Burlingame, California. PHS/SPCA is a private nonprofit committed to humane ethics and building healthy relationships between people and animals, and is the provider of animal rescue and control services for all of San Mateo County. Ian earned a BA, with honors, from Harvard College in 1989.
Liam Kelly, Principal, KPMG
Mr. Liam Kelly serves as Principal at KPMG Corporate Finance, LLC. He is a Principal in KPMG's Corporate Finance’s Global Infrastructure and Projects Group (GIPG) in the U.S. Liam focuses on public infrastructure projects and P3 deals. Liam has extensive knowledge of international infrastructure delivery models and considerable experience in advising numerous Government clients, private sector bidders and financial institutions on successful privately financed infrastructure procurement projects. Prior to joining KPMG Corporate Finance's GIPG, Liam was the lead adviser to the Australian federal government in PPP and infrastructure procurement and as such has been a central figure in formulating the Australian government’s PPP policy and contractual documentation. Prior to going to Australia, Liam had over five years experience in the UK and was involved in a number of the early pathfinder PFI projects. Over the last eight years he has specialized in PPP project finance (including capital market, equity and debt funded strategies), procurement option analysis, comparative risk assessment and contractual negotiations. Liam holds an L.L.B. and a diploma in legal practice and accounting from the University of Edinburgh.
Karol K. Denniston, Partner, Squire Patton Boggs
As a bankruptcy and restructuring lawyer for almost 30 years, has extensive experience representing debtors, creditors, bondholders and other parties in a wide variety of litigated bankruptcy cases and out of court transactions. Karol has a strong interest in mediation and has been a mediator since 1992. She has deep experience working with all asset types: real estate, intellectual property, regulated industries including banks, infrastructure, utilities, oil and gas, gaming and nonprofits. As municipalities have become fiscally distressed, Karol’s practice has expanded to include working with clients to implement transactional solutions focusing on the use of economic development, private to public structures and other financing structures as part of strategies of municipal restructuring. In the municipal and high yield space Karol frequently represents municipalities, special districts, indenture trustees, bondholders, taxpayers and insurers. Familiar with all of the parties at the restructuring table and understanding the importance of negotiated resolutions. Karol is a frequent speaker on municipal distress and unfunded pensions. Karol authored and worked with the California legislature to adopt AB 506, which requires mediation before a municipal bankruptcy filing.
Joan Allman, Managing Director, Ambac Assurance Corp.
Joan Allman, a managing director at Ambac Assurance, manages the firm’s public finance credit oversight team, which monitors a large book of business covering most public finance sectors. The group develops review criteria and initiates remediation/work-outs for troubled municipal bond issuers such as Harrisburg, PA, and Jefferson County, AL. With Ambac since 2005, Joan also served on Ambac’s credit committee.
Previously, she managed a team of investment-grade and high-yield analysts at Morgan Stanley Investment Management. There, she made buy, hold, and sell recommendations across all public finance sectors. Before joining Morgan Stanley, she was a buy-side analyst for U.S. Trust’s mutual funds and private-client portfolios. Earlier, Joan was a municipal analyst at Moody’s Investors Service and a housing analyst with the U.S. Dept. of Housing and Urban Development.
Joan has B.A. and M.A. degrees from Rutgers University in New Jersey. She is an active member of the National Federation of Municipal Analysts and its local chapter, the Municipal Analysts of N.Y. She was on the board of a private elementary school in Hoboken, N.J., and now serves on its advisory committee.
Blake Anderson, Managing Director, Institutional Sales and Trading, Mesirow Financial
Blake Anderson is a managing director for Mesirow Financial’s Institutional Sales and Trading group. Blake is based in the firm’s San Francisco office and focuses on high yield tax-exempt and taxable bond research. He has more than twenty years of investment experience. Prior to joining Mesirow Financial, Blake was a partner at Social Sphere Strategies, managing partner at Anderson Tuttle Properties and a managing director at Putnam Investments. At Putnam, Blake was director of the High Yield Team, senior portfolio manager and director of tax exempt research while serving on the Executive, Risk Management and New Product committees. Prior to Putnam, Blake was a consultant at Coopers & Lybrand, Actuarial & Benefits Consulting Group. Prior to Coopers, Blake was a senior underwriter at Cigna Corp. Blake earned his B.A. degree at McGill University, Montreal, Canada.
Adam Carpenter, Regulatory Analyst, American Water Works Association
Adam T. Carpenter works in AWWA’s DC Government Affairs Office, and serves as an expert and advocate on a diverse set of drinking water issues including climate change, hydraulic fracturing, the energy-water nexus, carbon capture and storage, consumer confidence reports, and other environmental policy issues. Along with his colleagues, he works to further AWWA’s mission of supporting clean, affordable drinking water through sound application of science into policy, sensible regulation, public awareness, and building stakeholder consensus. He holds a bachelor’s degree from George Washington University in biology, a master’s degree from Johns Hopkins in environmental sciences and policy, and is pursuing a Ph.D. in environmental policy from George Mason University. In his studies, he is researching the development of community based sea level rise policies for vital sectors, such as water supply.
Chris Voyce, Senior Managing Director, Macquarie Capital
Chris Voyce leads Macquarie’s public private partnership development business and advisory for North America and is based in New York. He has over 15 years of experience in develop - ing and closing complex infrastructure financings in Australia, Asia, Canada, the US and Mexico. He primarily focuses in transportation infrastructure but has experience in the utility sectors and across all aspects of the capital structures. Prior to relocating to New York, Voyce was a senior member of Macquarie Bank’s Australian infrastructure advisory business, participating as a lead advisor in broad range of advisory and investment transactions.
Robyn Helmlinger, Partner, Squire Patton Boggs
Robyn Helmlinger is a transactional lawyer who is nationally known for her representation of issuers, borrowers and underwriters involved in issuing municipal bonds. Robyn specializes in the healthcare sector and co-leads the firm’s healthcare finance initiative. She is the lawyer to whom chief financial officers and treasurers turn when they require expertise in implementing complex financings and debt programs and to whom investment bankers turn when they are developing new financial structures. Just as important as her expertise, people enjoy working with Robyn. Clients rely on her leadership abilities to achieve an issuer’s objectives, but laud her collaborative approach because it results in efficient and effective transactions.
Robyn developed her expertise in emerging financial structures during the late 1990s when she assisted a multistate healthcare system in restructuring bonds into a new variable rate product and, thereafter, was engaged by a national investment bank to develop model procedures for that product. Since that time, Robyn has been regularly called on by both established borrowers and first-time borrowers to assist with structuring and restructuring debt programs. Following the credit crisis that began in late 2007, Robyn represented one of the largest nonprofit healthcare systems in the country in a multiyear restructuring of its variable rate bonds and derivative products, as well as continued financing of its ongoing capital projects. In total, the financings aggregated more than $2 billion. Robyn also is continually recognized for her excellent and sound judgment with respect to disclosure issues, including the difficult disclosure decisions caused by pension liabilities, governmental inquiries and investigations, labor disputes and qualified audit opinions. Robyn is a member of the Squire Patton Boggs disclosure group, which establishes disclosure practices and procedures for public offerings of municipal securities in which Squire Patton Boggs is involved
Ryan Callender, Partner, Squire Patton Boggs
Ryan’s experience includes serving as bond counsel, counsel to credit enhancers, underwriters, trustees and public issuers in a variety of conventional and capital market public debt financings. Ryan is experienced in general obligation debt, revenue bond debt, tax increment financing, special assessments and certificates of participation. He also has experience with a variety of industrial development revenue bonds, housing revenue bonds, water and sewer revenue bonds, conduit financings and 501(c)(3) bonds. One of Ryan’s primary areas of focus is in the structuring of water and sewer revenue debt financing. Ryan has served as bond counsel, underwriter’s counsel and disclosure counsel for a variety of water and/or sewer entities throughout the country. In addition, Ryan has experience serving as bond counsel and underwriter’s counsel for various state revolving funds including serving as bond counsel to the Ohio Water Development Authority for more than US$1 billion of bond and commercial paper issues. Ryan is also an active member of and frequent speaker for the Council of Infrastructure Financing Authorities (CIFA). Ryan is an active member of the National Association of Bond Lawyers and currently serves as chair of the Board of Trustees of Lakeland Community College.
Kelly Huffman, General Counsel, Poseidon
Kelly Huffman is the General Counsel for Poseidon. Prior to joining Poseidon, Mr. Huffman was a partner at Choate, Hall & Stewart in Boston, and before that, he was an associate at Sullivan & Cromwell in New York. Mr. Huffman’s experience includes a broad variety of domestic and international mergers and acquisitions, debt and equity financings and corporate governance and compliance work.
Mr. Huffman has a JD from Harvard Law School and a BA from the University of Kansas.
Edward Fanter, Managing Director, Project Finance & Infrastructure, BMO Capital Markets
Edward Fanter is a Managing Director in BMO Capital Markets’ Infrastructure Capital Markets Group. Mr. Fanter has more than 20 years of infrastructure advisory and capital markets experience, with sector expertise in water/wastewater, transportation, social infrastructure, and power/energy. Six transactions being named Deal of the Year. Prior to his finance career, Edward worked for more than 10 years at multi-national consulting firm specializing in water and wastewater infrastructure projects.
Edward is currently serving as financial transaction advisor to the Maryland Department of Transportation and Maryland Transit Administration on the delivery of the Purple Line Light Rail P3 Project. Recent infrastructure advisory experience includes representing the winning consortium in the acquisition of the Billy Bishop Toronto City Airport passenger terminal, and assisting in the concession/divestiture of Lower Colorado River Authority's water assets. Edward has completed transactions for projects including Denver RTD FasTracks North Metro Rail Line, Presidio Parkway P3, Midtown Tunnel P3, and Goethals Bridge Replacement P3 while at BMO. Edward’s water-related finance experience includes transactions while working at a previous firm includes the Carlsbad Desalination Project, the Rialto Water/Wastewater P3, San Juan Capistrano Desalination Project, the New Haven Water Pollution Control Authority divestiture, and the Enertech Biosolids Facility.
Edward has a Bachelor of Engineering Degree from The Cooper Union, a Master of Environmental Engineering Degree from Manhattan College, and a MBA from New York University’s Stern School of Business. Edward is a CFA charter holder and a licensed professional engineer.
Tony Taddeo, Senior VP and General Manager for Northern California and North West Operations, Skanska
Tony Taddeo is Senior Vice President and General Manager for Northern California and North West Operations. He has been with Skanska for over 27 years and recently relocated from the East Coast to the Bay Area. He has been involved with several P3 pursuits, mainly transportation projects. His career has mainly concentrated on public infrastructure projects, specifically in transportation and water work.
Michael Fernandez, Founder, P3 Infrastructure Summit
Michael is the founder of the P3 Infrastructure Summit, a summit designed to bring together infrastructure leaders to address the nation’s pressing infrastructure needs. Michael's vision is to see the private sector and public sector join forces to launch the greatest era of infrastructure development in the US that not only rebuilds infrastructure but also builds the smart infrastructure required to unleash the potential of the industrial internet. He is the founder of Summit Pioneer, an organization with the mission to connect the most promising decision makers to dynamic ideas, deep networks, and capital to help them positively shape their industries. He earned a BSE from the Wharton School, University of Pennsylvania and an MPA from Harvard University.
P3 Summit is designed and produced by Summit Pioneer, LLC, bringing together leaders and capital.