Document zzj9Z9B5z6wkyXVBz8Y8Bnnzg

To: Tracy Mehan[tmehan@awwa.org] From: Tracy Mehan Sent: Tue 6/6/2017 9:40:28 PM Subject: Programs and bios for ACE Infrastructure Finance Panels 5891 DC Bios ACE17.pdf If you have time at ACE, stop by on June 13. Two panels in the AM and one in the PM. GTM This communication is the property of the American Water Works Association and may contain confidential or privileged information. Unauthorized use of this communication is strictly prohibited and may be unlawful. If you have received this communication in error, please immediately notify the sender by reply email and destroy all copies of the communication and any attachments. American Water Works Association Dedicated to the World's Most Important Resource 17cv1906 Sierra Club v. EPA - 6/22 Production ED 001523 00007978-00001 Survey after survey of the water sector confi rms that the two top concerns are aging infrastructure and how to fund capital needs. During these three Sessions experts will cover a range of topics including an examination of current fi nancial trends, providing a perspective from the credit agencies, exploring public-private partnerships (P3s), tackling affordability issues within water utilities, and demonstrating how to successfully navigate funding for infrastructure projects. Session #1 (8:30 a.m.-10:00 a.m.) MODERATOR 6. Tracy Mehan, Ill-Executive Director of Government Affairs~AWWA G. Tracy Mehan, 111 is Executive Director, Government Affairs, for the Amer ican \AMer Works Association (AWAA). He was an independent consultant and served as Interim President of the U.S. \AMer Alliance and na tional Source\AMer Protection Co ordinator for the U.S. Endowment for Forestry aid Corrmunities. He is also an Adjunct Professor at George Mason University School of Law and Carnegie Mellon Universi ty's Heinz College. He was Principal with The Cadmus Group, Inc., an environmental consulting frm, from 2004 to 2014. Mehan served as Assistant Administrator for V\Mer at the U.S. Environmental Protection Agency from 2001-2003. He served as Environ mental Stewardship Counselor to the 2004 G-8 Summit Planning Organi zation (2004). Mehan also served as director of the Michigan Offi ce of the Great Lakes (1993-2001) and as Associate Deputy Administrator of EPA in 1992. He was director of the Missouri Department of Natural Resources from 1989 to 1992. Mehan is a graduate of Saint Louis University and its School of Law. Mehan served on theV\Mer Science and Technology Board and now the Committee on the Mississippi River and the Clean \AMer Act for the National Research Council of the National Academies. He was also an inde pendent expert judge for the CityV\Mer Conservation Achievement Award program (2006 & 2011) sponsored by The U.S. Conference of Mayors and its Urban V\Mer Council. Mehan is a member of the Environmental Law Institute (ELI) and a regular book reviewer for ELI's fl agship publication, The Environmental Forum. Mehan serves on EPA's Environmental Financial Advisory Board as well as the boards of the U.S. \AMer Alliance and the Great Lakes Observing System. He is also a member of the Advisory Board of the Center for Envi ronmental Policy, School of Public Affairs, American University and a past member of the board of the Potomac Conservancy (2006-2014). OPENING KEYNOTER AND LEAD PANELIST Anthony B. Bouchard, North American Unit President- CDM Smith Anthony B. Bouchard is the North America Unit President at CDM Smith, a global engineering and construction fi rm, based in the lim's Chicago office. He has overall responsibility for the $850M Unit that includes 100 offices in the US and Canada. This Unit provides the full range of services for theV\Mer, Transportation, Industrial, Environmental, and Energy markets, including fully inte grated Alternative Project Delivery. Bouchard has 32 years of experience in the consulting industry, serving in progressive levels of management. Most recently, he was the Executive Vice President of AEOOM's Americas \Afeiter business. Prior to this, he served in successive regional management roles within AEC0M directing all business line activities. Bouchard earned a BS in civil engineering from Clarkson University, an MS in environmental engineering from Loyola Marymount University, and an MBA from Pepperdine University. He is a registered professional engineer in eight states and a board certified environmental engineer in the American Academy of Environmental Engineers and Scientists. He is on the Board of Aerix Industries and is a founding member of the Clarkson University School of Engineering Dean's Leadership Council. 17cv1906 Sierra Club v. EPA - 6/22 Production ED 001523 00007979-00001 PANELIST David E. Eager, Principal-Eager Management Consulting LLC and President-Elect (2017-2018), American Water Works Association David is the Principal of Rager Management Consulting, LLC following 40 years of experience at the local government level. Prior to consulting, David was CED of SD1, the wastewater and storm water utility for three counties of Northern Kentucky. Prior to his position at SD1, David served for 17 years as the CBD of the Greater Cincinnati V\Mer Works. Waile at Cincinnati, he worked to create a high perfor mance organization using strate gic business planning processes that included employee work tears, regular customer surveys, and focus groups for insight into service delivery. David has served on the Board of Directors for the American \AMer Works Association (AW/VA) in a variety of roles. From June 2012 to June 2016, David served as AW/VA Treasurer. He has also served as chair of theV\Mer Utility Council, chair of the Board of Trustees for theVLfeiter Research Foundation, a member of the International Council, and President of the Board of Directors for the Association of Metropolitan\AMer Agencies. He has served on the board of the National Association of Clean V\Mer Agencies and is a member of theVYhter Environment Federation. David received his BS from University of Cincinnati and his MBA from Xavier University. PANELIST Alexander Seleznyov-Deal Advisory Infrastructure-KPMG LLP Alex is an experienced consultant and manager with KPMGs infrastruc ture advisory practice. For over a decade, he has consulted public sector clients in the US aid around the world, specializing in infrastructure finance, public-private partnerships, and economic development. Alex is providing advisory service for public sector clients on complex infrastructure projects across a variety of infrastructure asset classes. Alex's work in water and wastewater sector includes advis ing the Baltimore Department of Public Works on alternative proj ect delivery across their capital program and working on a range of issues with Michigan's Office of the Great Lakes. Prior to joining KPMG, Alex was one of the founding leaders of Deloitte's P3 integrated market offering, where he played a key role in developing the practice and growing the business. He started his career in economic development, serving public sector clients around the world for KPMGs Barents Group and later BearingPoint. Alex is a FINRA licensed Investment Banking Representa tive (Series 79) and Uniform Securities Agent (Series 63) and completed his MBA at Georgetown University. Session #2 (10:00 a.m.-11:30 a.m.) MODERATOR 6. Tracy M. Mehan, Ill-Executive Director of Government Affairs- AWWA OPENING KEYNOTER AND LEAD PANELIST Helen Cregger, Vice President of Public Finance-Moody's Investor Services Helen Cregger is a vice president, senior credit officer with Moody's Investors Service covering local government credits within California. As a senior credit officer at Moody's, Ms. Cregger also serves on rating committees for utility, local government, states, transporta tion and other credits nationally. Prior to Moody's, Ms. Cregger spent nine years as an investment banker with Piper Jaffray's Denver office, serving state and local governments in planning and marketing their financings. Her clients included the Cities of Au rora, Littleton, Longmont, Greeley, Wastminster and Steamboat, Den verVLfeiter, and Arapahoe County Water and VYfestewater Authority. She also worked with the State of Colorado for its BEST K12 capital construction program, Denver Public Schools and Pueblo 70 School Districts. Before joining Piper Jaffray, Ms. Cregger previously spent nine years with Moody's. In her earlier work, Ms. Cregger served as the lead analyst faissuers in states including Arizona, Colorado, Florida and New York. Her credit work end written reports included water and sewer, transportation and special districts along with state revolving loan funds as well as eval uations of lease-backed, revenue and general obligation credits for cities and school districts. Earlier in her career, Ms. Cregger worked as an analyst with the U.S. Gen eral Accountability Office in the International Trade, Finance and Competi tiveness Division. Ms. Cregger earned a Bachelor's degree from Northwestern University and a Masteris degree from Columbia University. 17cv1906 Sierra Club v. EPA - 6/22 Production ED 001523 00007979-00002 PANELIST Jeffrey Hughes, Director-Environmental Finance Center, University of North Carolina Jeff Hughes is a faculty member at the School of Government at the University of North Carolina at Chapel Hill and is Director of the UNC Environmental Finance Center. He provides environmental finance research, educational programs, and advising services to local governments, non-profitsprivate companies, utilities, and state and federal agencies. Jeff has extensive experience as a researcher, policy analyst, consultant, and practitioner. His current research focus areas include alternative project delivery models; capital finance strategies; service affordability, and rate set ting. Jeff is a member of the American V\MerWorks Association and the Council of Infrastructure Financing Authorities. Prior to joining UNC, Jeff worked as an international advisor for RTI International and as the Public Works and Utility Director for Chatham County, North Carolina. He is currently a member of the United States Environmental Protection Agency Environmental Financial Advisory Board (EFAB). PANELIST Daniel Sugarman, Managing Director-KWP Capital (the water arm of KKR) Since July 2014 Mr. Sugarman has served as Managing Director for KAP Capital LLC. He led efforts to close a P3 transaction in Middletown, PA (December 2014) with private capital provided by both KKRs Infra - structure Fund and Suez. Mr. Sugarman has over 30 years of experience in the environmental services sector and has spent the last 20 years negotiating, developing and analyzing projects for regulated utility and P3 water and wastewater opportunities. Mr. Sugarman has hands-on experi ence in water utility engineering, operations, finance, and business development. Prior to joining WAP Capital, Mr. Sugarman was a Suez V\Mer (formerly United V\Mer) employee for over 25 years and - as Vice President of Marketing & Strategy - led the company's efforts to close a P3 trans action in the City of Bayonne, NJ with KKR as a private equity partner. Mr. Sugarman also served as a representative on a steering committee for the R+i Alliance - an entity where Suez pools resources among its subsidiaries to conduct commercially relevant research. Mr. Sugarman holds a B.S. in Biology and B.S.M.E. (Mechanical Engineer ing) from Tufts University and a MBA from Columbia University's Graduate School of Business with concentrations in Finance as well as Business Economics and Public Policy. Session #3 (1:30-3:00 P.m.) MODERATOR 6. Tracy M. Mehan, Ill-Executive Director of Government Affairs- AWWA OPENING KEYNOTER AND LEAD PANELIST Thomas Liu, Managing Partner-Bank of America/Merrill Lynch Mr. Liu is the Manager of Bank of America Merrill Lynch's V\Mer and V\feistewater/SRF Group, which is consistently top-ranked in the water/ wastewater and state revolving fund ("SRF') industry. Prior to joining the firm in 2008, he served in the same role at UBS Investment Bank. For most of his 27 year career, Mr. Liu has specialized in water and wastewater financ ings and has served numerous municipal issuers throughout theU.S. including theGtyof Chicago (wastewater), DCV\Mer, Massachusetts Water Resources Authority, Metropolitan St. Louis Sewer District, New York City Mu nicipal V\Mer Finance Authority, City of Philadelphia Water and the Puerto Rico Aqueduct aid Sewer Authority. Additionally, Mr. Liu is a well-recognized expert in SRF (leveraged wastewater and drinking water) financings who has specialized in this area since the inception of SRF financings and has served as senior manager on over 189 financings totaling over $20 billion for 24 SRF pro grams throughout the U.S. He has also advised water issuers on various matters including public-private partnerships, program start-ups, asset loan sales, consolidations and divestitures. Mr. Liu has also been a featured speaker or moderator at various national and regional water conferences. He was recently named as the Interim Chairman of U.S. EPA's Environmental Financial Advisory Board and previously served as a board member to the Council of Infrastructure Financing Authorities. Mr. Liu received his MBA from the University of Chicago Booth School of Business in Finance and Economics and his B.S. from the University of Maryland in Accounting and Economics. Additionally, he holds a Certified Public Accountant license (inactive status) as well as the NASD Series 7, 63 and 52 licenses. 17cv1906 Sierra Club v. EPA - 6/22 Production ED 001523 00007979-00003 Melissa LaBuda, Deputy Commissioner of Finance-City of Philadelphia, PA Melissa LaBuda joined the City of Philadelphia, V\Mer Department in October, 2013 and was appointed Deputy Commissioner in August, 2014. Melissa has overall responsibility for theWfeiter Department's financial management including: accounting operations and financial reporting; budget formulation and execution; and financial planning. Ms. LaBuda joined theV\Mer Department from a global financial institu tion where she was an investment banker to Public Pbwer and Combined Utility systems. Previously, Ms. LaBuda worked for Public Financial Management, Inc. (now PFM Financial Advisors LLC) as both a financial advisor and a fixed income trader. Usha Sharma, Treasurer-Denver Board of Water Commissioners, Denver, CO Usha Sharma is the Treasurer of Denver Board ofV\Mer Commissioners. In her current role she is responsible for leading DenverV\Meds cash opera tion, debt and risk management programs, as well as retirement plan. Prior to joining Denver \AMer Usha spent 15 years at Molson Coors. As a Gobal Treasury Manager, she was responsible for its cash operation, investment strategy, debt management, and financial oversight of Pension Plan. Usha has an undergraduate degree in Psychology and an MBA and MS in Finance from Univer sity of Colorado. She speaks fre quently at industry conferences on such topics as investment strategies for public pension plan, financial management of water utilities, and enterprise risk management. 17cv1906 Sierra Club v. EPA 6/22 Production ED 001523 00007979-00004