Henry “Hank” Levy has been serving the people of Alameda County as Treasurer since 2017 with experienced, responsible oversight over:

Jonathan Guz is a partner in Stradling’s Public Finance group. Jonathan has experience servicing clients as bond counsel, disclosure counsel and underwriter’s counsel in various finance transactions including general obligation bonds, tax allocation bonds and revenue bonds financings, conduit 501(c)(3) financings, tax and revenue anticipation notes and certificates of participation.

Dave George has provided leadership of SELF for six years, the largest excess liability joint powers authority (JPA) in California protecting over half of California’s public-school students.

Mr. George has over 33 years of experience in risk management, risk financing, and claims administration. Mr. George holds a Bachelor of Arts from Creighton University, Omaha, Nebraska, and a Master of Public Administration from the University of Southern California, Los Angeles. Mr. George also holds Associate in Risk Management (ARM) and Certified Chief Business Official (CASBO) certifications.

Mike Fine became Fiscal Crisis and Management Assistance Team (FCMAT), Chief Executive Officer on July 1, 2017. Before joining FCMAT in 2015, Mr. Fine served a combined 13 years as interim superintendent and deputy superintendent of business services and governmental relations at the Riverside Unified School District. Mr. Fine has experience as Assistant Superintendent at Newport-Mesa Unified School District and Financial Administrator in accounting and indirect budgets at Hughes Aircraft Company and General Dynamics Corporation.

Mr. Fine is a regular presenter at many state and national convenings, workshops and professional development programs. He has degrees in accounting and public administration. Mr. Fine has a long history in governmental relations, working closely with policy makers in Sacramento on behalf of California’s K-12 students.

Donald Field is a partner in Orrick’s Public Finance Group and the co-chair of Orrick’s School and Community College Finance/General Obligation Bonds Practice Group.

He is also a member of Orrick’s Leasing Practice Group, Assessment/Mello-Roos Practice Group, and Revenue Practice Group. Don has extensive experience, as bond counsel, disclosure counsel and underwriter’s counsel, in the financing techniques used by school and community college districts, cities and counties in California. His practice focuses on local governmental infrastructure financing, including general obligation bond financing, municipal lease financing, and land-secured financing, as well as tax and revenue anticipation note (TRAN), pension obligation and other post-employment benefit (OPEB) obligation financings. Don serves as the lead lawyer for the California School Boards Association’s annual tax and revenue anticipation note pool.

Publications:

Speeches and Programs:

Frank Doyle is a Director within the Municipal Finance North American team at SMBC. Frank joined the firm in November 2019 to focus on credit analysis and brings deep experience in municipal finance to SMBC.

Prior to joining SMBC, Frank was at MUFG Bank as a credit analyst for eight years, where he helped to grow the bank’s public finance business. Before that, Frank was a marketing and credit officer at Bayerische Landesbank for 12 years, where, among other accomplishments, he oversaw the workout agreement on Jefferson County, Alabama.

Frank graduated from the U.S. Military Academy with a Bachelor of General Engineering and served as an officer in the U.S. Army. After serving in several leadership positions, including as a company commander, Frank left the Army to attend the University of Pennsylvania.

Helen Cregger is a Vice President/Senior Credit Officer in Moody’s San Francisco office. She covers local government credits primarily in California including enterprise systems, cities, counties, and school districts. In addition to her analytical work, Helen leads ESG scoring efforts for municipal utilities within the US and heads up Moody’s municipal utility task force, supporting research and internal training for these credits. Helen serves a a rating committee member on credits nationally for sectors including local government, charter schools, community college and healthcare districts.

Prior to rejoining Moody’s, Helen was an investment banker for Piper Sandler & Co. Among other issuers, Helen worked with a number of municipal utilities including those serving Denver, Aurora, Colorado Springs and Pueblo, and the State of Colorado on its BEST K12 capital construction program. Prior to her initial tenure at Moody’s, Helen was an analyst for the US General Accountability Office in the International Trade, Finance, and Competitiveness Division.

Helen holds an MPA from the School of International and Public Affairs at Columbia University and a BA in Latin American Studies from Northwestern University.

John Chino is a member of the Leadership Team of Gallagher’s Public Entity Division and oversees the development of public agency risk management programs. His expertise includes program design, marketing, consulting, implementation, and self-insurance administration and account oversight. Since 1986, he has been tasked with the placement of insurance and self-insurance for pools and is responsible for the formation of at least 16 self-insured pools in 10 states. In January of 2025, he commenced his 43rd year at Gallagher.

Mr. Chino is a member of the Faculty of the Risk & Insurance Education Alliance where he teaches the Certified School Risk Management Program (CSRM) and is a course instructor for The Institutes. Mr. Chino is currently the Vice President of the USC Marshall Peter Arkley Institute for Risk Management.

He also enjoys running marathons and has completed 60 including Boston, New York, Chicago, London and Berlin.

Treasurer Fiona Ma appointed Robert Berry to the position of Executive Director of the California Debt and Investment Advisory Commission (CDIAC) in January 2020. Prior to his appointment and since joining CDIAC in late 2010, he served as Deputy Executive Director. Before joining CDIAC, Robert was a manager in the Capital Markets Group of Panattoni Development Company, one of the largest private merchant development companies in the country at the time. As a registered representative and manager of the company’s private equity placement program, he was charged with placing investments of high net-worth individuals in the company’s development projects across 29 US, Canadian, and Eastern European markets. Preceding his years in real estate finance, Robert worked over fourteen years in economic development as a business attraction and retention specialist with the State of California.

Robert earned a bachelor’s degree in economics and a Masters of Business Administration from the University of California, Davis.

Mr. Ben Barker is a registered municipal advisor with over 17 years of bond program administration experience serving conduit issuers to facilitate taxable and tax-exempt bond financings. He is a partner with Sierra Management Group and Granite Municipal Advisors advising the California Municipal Finance Authority and the National Finance Authority. Mr. Barker has participated in over $40 billion structured financings, with over 1,200 Private Activity and General Obligations bonds with half of the issuances being Affordable Housing related projects. Mr. Barker’s previous experience covers all aspects of Mortgage Backed Securitizations. He began his career as an analyst with UBS and continued on to become an AVP of Secondary Markets at a boutique investment banking firm. Mr. Barker is a Board Member for the California Affordable Housing Development Association (CAHDA), the California Council for Affordable Housing and the Oscar de la Hoya Foundation. He has earned a spot on the Top 50 list of Next Generation of Public Finance. Mr. Barker is a regular speaker in the public finance circuit. He has led the highly regarded “Everything You Wanted to Know About Bonds but Were Afraid to Ask” Panel for the past 10 years at Housing California, the nation’s largest affordable housing conference. Mr. Barker received a BS in Finance and Business Management from Brigham Young University and has been certified by the Investment Banking Institute.