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Home My WebLink AboutDocumentation_Regular_Tab 14_8/12/2025 Agenda Item #14. Regular Council STAFF MEMO x Meeting: Regular Council - Aug 12 2025 Staff Contact: Lori McWilliams, Village Clerk Department: Village Clerk ffNfflWn Consider Appointment to Fill the Environmental Advisory Committee Vacancy There is a vacancy on the Environmental Advisory Committee. The appointment will fill the remainder of the vacant term, which expires 5/11/2028. Applicants are: • Drew Henriques • Joyce Raftery This document and any attachments may be reproduced upon request in an alternative format by completing our Accessibility Feedback Form, sending an e-mail to the Village Clerk or calling 561- 768-0443. BUDGET INFORMATION: 11W BUDGET AMOUNT N/A AMOUNT AVAILABLE N/A EXPENDITURE AMOUNT: N/A FUNDING SOURCES: N/A IS THIS A PIGGYBACK: ❑ Yes ❑ N/A DID YOU OBTAIN 3 QUOTES? ❑ Yes ❑ N/A COMMENTS/EXPLANATION ON SELECTIONN/A ATTACHMENT i q Board and Committee Application- Drew Henriques v2 Board and Committee Application- Joyce Rafterty Page 75 of 313 Agenda Item #14. Print Board and Committee Application - Submission #725 Date Submitted: 7/17/2025 SELECT THE BOARD OR COMMITTEE YOU ARE Options: * — APPLYING FOR: READVERTISMENT: There are currently openings on One Vacancy - EnvironmentalAdvisory Committee the following Boards and Committees: o Environmental Advisory Committee Application deadline is 7/28/25 at 11:00 pm. All applicants are requested to attend the August 12, 2025 Council Meeting at 6 PM to introduce yourself and answer any questions Council may have. The Council Meeting will be held in the Council Chambers: 345 Tequesta Drive. PERSONAL INFORMATION: You must be an incorporated Village of Tequesta resident(with the exception of the General Employee Pension Board), 18 years of age or order and a registered voter. Name* Drew Henriques Address* 101 Royal Palm Circle Email* Page 76 of 313 Agenda Item #14. drewhenriques@gmail.com Home Phone Cell Phone* 631-374-7865 Business Phone Occupation* Portfolio Manager Current Employer* Position/Title* Centiva Capital Portfolio Manager RESIDENCY INFORMATION: Length of Residency within the Village of Tequesta* Are you a registered voter? 9 Months Yes (incorporated residents only should apply) (Board membership requires you to be a registered voter) EDUCATION AND SPECIAL INTERESTS: High School West Islip High School San Diego State University Page 77 of 313 Agenda Item #14. Experience* I have worked in finance for most of my life in the municipal finance field helping states, local governments and developers finance various projects including green projects and technologies that provide for a healthier planet. Be specific Special Interests* I have a strong interest in the betterment of my community. My wife and I have strong interest in growing our own produce and creating a more sustainable livelihood for ourselves and our community. I also play drums and play soccer. ORGANIZATION MEMBERSHIP INFORMATION: Are you currently serving on other Boards and Committees(local/county/state)? Response* — �4 Yes No If yes,which Board or Committee and Describe your Duties:* Have served on HOA boards where i was an owner over the years If yes,how long have you served on the Board/Committee?* 4 years Page 78 of 313 Agenda Item #14. List and describe all organization affiliations and positions you have held that would be applicable to your service as a board/committee member.* See above. BASIC RESUME INFORMATION NOT INCLUDED ABOVE:* BOARD OF DIRECTORS CANDIDATE Strategic financial executive with over 15 years of experience leading investment strategy, credit and risk oversight, and institutional portfolio management across top-tier financial institutions. Known for market insight, governance- minded leadership, and delivering strong risk-adjusted returns through macro and credit-driven strategies. Well-suited for corporate and advisory boards seeking expertise in capital markets, financial oversight, and strategic growth planning. CORE COMPETENCIES • Capital Markets Strategy & Execution • Enterprise Risk Oversight & Governance • Investment Policy & Asset Stewardship • Public & Project-Based Finance • Credit Analytics & Regulatory Risk • Executive & Institutional Stakeholder Engagement • Board & Committee Collaboration • Capital Structure & Liquidity Strategy PROFESSIONAL EXPERIENCE: Centiva Capital, Jupiter, FL Portfolio Manager — High Yield Municipal Strategy 2023 - Present • Portfolio Manager overseeing strategy, trading, and credit analysis for a high yield municipal bond fund, with a focus on optimizing returns through rigorous credit selection and market-driven insights. • Achieved superior risk-adjusted returns by integrating advanced hedging strategies, macroeconomic analysis, and credit-driven insights to navigate market volatility and identify high-conviction investment opportunities. • Analyze the impact on the fixed income markets due to changes in monetary and fiscal policy in addition to domestic and global economic developments. Hilltop Securities Municipal Securities Division, Chicago, IL High Yield Sales & Trading — Senior Vice President, Co-Head HY Trading 2021 - 2023 • Head of High Yield Municipal trading with coverage including but not limited to Corporate IDR's, Tobacco, Puerto Rico, Land Secured, CCRC, Charter, and Project Finance • Develop and maintain relationships with the firm's key institutional clients to discuss portfolio optimization, relative value opportunities and fundamental credit analysis including cash flow/workout scenarios and analysis of legal security. • Educate the Hilltop sales and banking in the credit and technical dynamics of the municipal high yield sector. • Maintain consistent dialogue with key trading partners including mutual fund managers, pension funds, insurance companies, endowments, and hedge funds. • Provide relative value and credit driven trade recommendations to enhance portfolio returns and mitigate risk. • Work with issuers and bankers in the structuring of high yield primary issuance. Citigroup Municipal Securities Division, Los Angeles, CA High Yield Sales &Trading — Vice President, Distressed Municipal Debt Trader & Desk Analyst 2017- 2021 • Fixed Income High Yield and Distressed trader supporting the sales and trading division • Travel domestically and internationally (Dusseldorf, Munich, Luxembourg, Paris, Stockholm, Copenhagen, London) to present to key existing and prospective taxable &tax-exempt clients on notable credit and relative value developments. • Maintain consistent dialogue with key trading partners including mutual fund managers, pension funds, insurance companies, endowments, and hedge funds. • Advise issuers and bankers in the structuring of high yield primary issuance. • Desk credit analyst for Puerto Rico, Land Secured, Prepaid Gas, Tax-Increment, & Project Finance sectors. J.P. Morgan Corporate & Investment Bank, New York, NY U.S. Fixed Income Research & Strategy — Vice President, Municipal Strategist 2014 - 2017 • Market strategist covering the municipal fixed income market publishing daily and weekly market analytics and commentary on market trends, forecasts of key market indicators, and trade/credit recommendations for issuer and investor clients that transact in the market including asset managers, pension funds, insurance companies, endowments, and hedge funds. • Developed models to analyze the technical components of the municipal market to determine their impact on the market including gross and net supply, fund flows, and refunding volumes under various interest rate scenarios. • Achieved first-place honors in municipal research and strategy, selected to the 2014, 2015, 2016 & 2017 All-America Fixed Income Research Team by Institutional Investor survey compiled from buy side portfolio managers and analysts. Kemper Corporation, Chicago, IL Page 79 of 313 Agenda Item #14. Kemper Investment Group — Assistant Portfolio Manager 2012 - 2014 • Oversee and assist in the management of a $6.5 billion institutional portfolio comprised of corporate and municipal fixed income, equities and alternative investments. • Developed and co-managed a fully discretionary high yield credit and municipal bond portfolio and pre-cleared proposed investment allocations by conducting a thorough review of the investments relative value, structure, and strength of the underlying credit. • Report to Chief Investment Officer and Senior Investment Committee on portfolio holdings, market strategy, and provide analysis on corporate merger and acquisition proposals. • Developed and maintain relationships with sell- side brokers, strategists, and traders to achieve best execution. • Contribute to all phases of the investment and portfolio management process, including idea generation, strategic proposals, investment committee presentations, portfolio optimization, due diligence, relative value analysis and transaction execution. Moody's Investor Service, Chicago, IL Public Finance Group — Credit Research Analyst 2010 - 2012 • Analyzed audited financial statements, economic data, and qualitative data as well as legal documentation related to specific securities in order to present recommendations to rating committees. • Published high quality research to support rating actions through contact with issuers and intermediaries. • Managed an active portfolio and perform ongoing due diligence of surveillance and new deal activity. • Participated in the Public Pension task force to develop the internal infrastructure needed to isolate and analyze the underfunded pension liability risk associated with the various State and Local Government pension plans. The Vanguard Group, Malvern, PA Fixed Income Group — Fixed Income Research Analyst 2008 - 2010 • Supported portfolio managers in managing approximately $120 billion in Tax-Exempt Fixed Income Mutual Fund assets. • Assisted traders and portfolio managers in assessing the relative value of bond investment opportunities in addition to monitoring existing portfolio positions within various sectors. • Assisted Senior Analysts in assembling and reviewing data, conducting statistical analyses, and completing studies of industry groups and individual securities. Communicated clear oral and written credit opinions and investment recommendations that contributed to superior fund performance. BOARD RELATED QUALIFICATIONS: • Proven ability to assess and mitigate complex financial, credit, and regulatory risks across institutional portfolios and market cycles • Experience advising executive teams and issuer boards on capital structure, market access, and strategic financing decisions • Deep expertise in capital markets strategy, investment governance, and enterprise-level financial oversight • Track record of delivering superior risk-adjusted returns through macroeconomic insight, credit-driven analysis, and hedging strategies • Familiarity with boardroom dynamics and fiduciary responsibilities, with experience presenting to investment committees and executive stakeholders • Strong communication skills with the ability to synthesize complex financial concepts for non-technical board members • Global market perspective with firsthand experience engaging institutional investors, regulators, and corporate leadership across U.S. and European markets • Committed to growth-oriented, ethics-driven governance that supports long-term shareholder value I certify that the statements I have made on this form are true,complete and accurate to the best of my knowledge. Signature* Date* Drew Henriques 07/17/2025 By typing your name above, you are electronically signing the application. Page 80 of 313 Agenda Item #14. Print Board and Committee Application - Submission #724 Date Submitted: 7/17/2025 SELECT THE BOARD OR COMMITTEE YOU ARE Options: * — APPLYING FOR: READVERTISMENT: There are currently openings on One Vacancy - EnvironmentalAdvisory Committee the following Boards and Committees: o Environmental Advisory Committee Application deadline is 7/28/25 at 11:00 pm. All applicants are requested to attend the August 12, 2025 Council Meeting at 6 PM to introduce yourself and answer any questions Council may have. The Council Meeting will be held in the Council Chambers: 345 Tequesta Drive. PERSONAL INFORMATION: You must be an incorporated Village of Tequesta resident(with the exception of the General Employee Pension Board), 18 years of age or order and a registered voter. Name* Joyce Raftery Address* 415 N Cypress Dr #6 Email* Page 81 of 313 Agenda Item #14. joyceraftery@yahoo.com Home Phone Cell Phone* 6092803635 Same Business Phone Occupation* Na Retired Current Employer* Position/Title* Na Na RESIDENCY INFORMATION: Length of Residency within the Village of Tequesta* Are you a registered voter? 7 years Yes (incorporated residents only should apply) (Board membership requires you to be a registered voter) EDUCATION AND SPECIAL INTERESTS: High School College Page 82 of 313 Agenda Item #14. Experience* Elementary school PTA president Be specific Special Interests* Bike riding, reading, kayaking, enjoying the beach ORGANIZATION MEMBERSHIP INFORMATION: Are you currently serving on other Boards and Committees(local/county/state)? Response* — Yes No If yes,which Board or Committee and Describe your Duties:* Na If yes,how long have you served on the Board/Committee?* Na List and describe all organization affiliations and positions you have held that would be applicable to your service as a board/committee member.* Page 83 of 313 Agenda Item #14. none BASIC RESUME INFORMATION NOT INCLUDED ABOVE:* I care about keeping Tequesta sweet, beautiful and productive I certify that the statements I have made on this form are true,complete and accurate to the best of my knowledge. Signature* Date* Joyce Raftery 07/17/2025 By typing your name above, you are electronically signing the application. Page 84 of 313