Mark P. Ponte
Mr. Ponte has been in the tax exempt debt market for over thirty years. Before joining All American Investment Group, (“All American”), he was the Senior Managing Director responsible for the tax-exempt investment banking area at ABN AMRO’s North American headquarters in Chicago. In six years he expanded the bank’s fee income in this area from less than two million in 1991 to over fourteen million by 1997.
He was responsible for all investment banking staff, overseeing the direct origination, structure and placement of transactions as well as the purchase, securitization and sale of large portfolios of private municipal debt.
Mr. Ponte was also directly responsible for ABN-AMRO’s tax exempt securitization, which was a derivative product made up principally of fixed price, illiquid municipal leases which were pooled and credit enhanced. The derived product was sold as tender option bonds. This product alone brought in two and one half million dollars to the Bank annually, in addition to the fee income on the origination and placement of leases. His group also used their expertise to assist the bank in structuring bond derivatives for the treasury department.
In addition to the derivatives products, Mr. Ponte has worked on the structure and sale of more than three billion dollars in privately placed municipal debt. He has been called on many times to make formal presentations to investors, municipalities and industry colleagues.
Karen L. Keeler-Pelzer
Senior Vice President
Ms. Pelzer joined All American Investment Group, (“All American”) in 2002 as Senior Vice President focused on the origination of municipal and commercial finance transactions. Ms. Pelzer focuses on the origination and structure of energy related financing for municipal energy efficiency and renewable energy projects. Prior to All American, Ms. Pelzer enjoyed professional affiliations with Baystone Financial Group, the National Public Finance Division of ABN AMRO, and Banc One Leasing Corporation with responsibilities including credit/underwriting, documentation, placement/syndication and direct origination. During her 20 years of experience in the public finance arena, Ms. Pelzer has developed and successfully financed over $1 billion in municipal, commercial and federal energy performance contracts. In addition, she has co-authored energy performance contracting legislation in several states and currently serves as a member, officer and board member of several not-for-profit organizations
Ron L. Klein
Senior Vice President
Mr. Klein is Senior Vice President of All American Investment Group specializing in the development, structure and placement of tax¬-exempt and taxable municipal and 501-C-3 transactions for real estate, equipment energy performance contracts and renewable energy. Mr. Klein has been involved in the public finance industry since 1987 serving in a variety of roles ranging from credit, syndication, business development/origination and department manager, and has been involved in the underwriting of over $2.5 billion in tax exempt transactions. Prior to All American Investment Group, Mr. Klein was Vice President of National Sales and Marketing for CitiCapital Public Finance (a division of Citigroup). In this capacity for five years, Ron was responsible for staffing and managing all business origination (both tax exempt and taxable) and marketing activities for the Public Finance Division in the state and local government, 501 (c)(3) (public works, health and human services, private education, etc.), and industrial development bond segments. For the five years prior to Citigroup, Ron held a similar position within the industry with GE Capital in their Public Finance Division. Ron has served as an officer, board member and Chairman of the Association for Governmental Leasing and Finance, and has served as treasurer and board member for two other not-for-profit organizations.
Barry K. Kellerman
Mr. Kellerman is a Managing Director of All American Investment Group specializing in origination and structuring of both tax-exempt and taxable transactions involving political subdivisions, Non-profit 501-C-3 organizations and corporate customers.
Mr. Kellerman’s career in Public Finance started in 1983 with the regional Investment Firm, Park Ryan where he specialized in Municipal, State and Local Government private placement one-off leases. His ability to structure innovative financing solutions nationwide allows him to stay ahead of the competition. His completed transactions have included ESPC and UESC energy management contracts for Federal agencies including the DOD and GSA. The tax-exempt local and state governments, HUD Housing Authorities, universities and public transportation agencies remain a large portion of his business. He completed the first lease of this type for the Regional Transit Authority of New Orleans in 1998. This lease included a provision for maintenance by Penske for 175 new Orion transit buses. This was the first such lease approved by the Federal Transit Authority to utilize FTA capital and operating grants to reimburse 80% of the lease payment and maintenance cost portion of the buses.
Prior to his current position, he served as Managing Director of the Bank of Oklahoma’s Public Finance Leasing Group in Little Rock and was with First Security Crews, a regional investment firm in Arkansas.
In recent years Barry has specialized in providing loans and tax-exempt leases for energy savings performance contracts and self-managed ESAs to public housing authorities including a $10 million unsecured loan for a self-managed energy savings project for the Housing Authority of the City of Austin.
Over the past 5 years he has financed over 60 separate Energy Service Agreements for Ford Motor Company plants and buildings in the US and Canada including energy efficiency conservation measures such as LED, steam optimization, Compressor Automation and Integration, HVAC, air cascade and paint pump replacement. The Ford sites include Ford’s world headquarters, Dearborn Rouge testing and design facilities, parts distribution warehouses, assembly plants, stamping plants, engine and transmission plants.