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City of Santa Ana
<br /> Proposal for Financial Advisory and Dissemination Agent Services August 8,2025
<br /> UFl Team Biographies—Key Personnel
<br /> Municipal Advisory _
<br /> Michael Busch,Chief Strategy Officer (714)923-3541
<br /> Role:Financing Strategy/Primary Contact
<br /> Office Location:Southern California
<br /> Experience: Michael is a seasoned municipal executive and public finance professional with
<br /> 30 years in public finance with the last 18 years at Urban Futures, Inc.(UFI),where he served f
<br /> as owner and Chief Executive Officer before becoming Chief Strategy Officer. His career
<br /> includes senior leadership roles as Assistant City Manager and Finance Director, guiding
<br /> public agencies with strategic fiscal management and operational leadership. Michael has
<br /> advised cities,special districts,and nonprofits across California, helping them identify emerging trends, navigate
<br /> complex policy issues, share best practices, and advance their missions through sound fiscal and economic
<br /> strategies. Over his career,he has structured and managed more than$5 billion in tax-exempt and taxable debt,
<br /> including lease revenue bonds/COPS, water and wastewater revenue bonds, pension obligation bonds, tax
<br /> allocation bonds,CFD and assessment district bonds,and New Market Tax Credits.Recognized for linking prudent
<br /> fiscal policies with economic development objectives,Michael has helped deliver numerous high-priority projects
<br /> for communities statewide. His current and recent clients include the Water Replenishment District of Southern
<br /> California, Walnut Valley Water District, and the Cities of Eastvale, Ontario, San Jacinto, Pomona, Oceanside,
<br /> Azusa, Banning, Beaumont, Lake Elsinore, and Menifee.
<br /> Branden Kfoury,Director 1 (714)923-3560
<br /> Role:Transaction Manager/Day-ta-day coverage
<br /> Office Location:Southern California
<br /> Experience: Branden Kfoury joined Urban Futures in 2019. He has worked on a variety of debt
<br /> offerings for cities and special districts in California including, but not limited to utility revenue
<br /> bonds,general obligation bonds, lease revenue bonds, CFD and assessment district bonds, as
<br /> well as tax allocation bonds. Mr. Kfoury has extensive experience in all aspects of the bond
<br /> financing process and excels at providing value-added debt structuring, credit and quantitative analysis. Since
<br /> joining UFI,Mr. Kfoury has assisted with financing and consulting assignments for the Cities of Encinitas, Newport
<br /> Beach, Eastvale, Ontario, Fullerton, Pasadena, and Menifee. Previously, Mr. Kfoury worked as a Senior Associate
<br /> at Fieldman, Rolapp &Associates where he supported the firm's city and special district clients. Mr. Kfoury has
<br /> held prior roles in public finance investment banking,bond insurance, as well as in the technology industry. Mr.
<br /> Kfoury passed the CFA Level I Exam in May 2025.
<br /> Continuing Disclosure&Financial Forecasting Services
<br /> James P. Morris,Managing Director
<br /> Role:PMG Financial Forecasting/Consulting Lead
<br /> Office Location:Southern California
<br /> Experience:James has over twenty-five years of experience working in the fields of financial
<br /> analysis, municipal law and public agency governance.Jim specializes in assisting cities and w
<br /> special districts in the areas of long-term forecasting, financial sustainability and
<br /> comprehensive fiscal assessments. His recent engagements include revenue enhancement
<br /> analysis for the Cities of San Mateo, South San Francisco, Cupertino and San Leandro,financial forecast models
<br /> for numerous municipal clients including the Cities of South San Francisco, East Palo Alto,Alameda,Albany,Culver
<br /> City, Pomona, Huntington Beach and more), preparing fiscal sustainability plans for the cities of Pomona and
<br /> Colton, and developing a comprehensive fiscal assessment for the City of Corona. Mr. Morris also has
<br /> responsibility for managing and guiding UFI's Analytics and Compliance practice group which includes continuing
<br /> disclosure and CDIAC reporting compliance for municipal issuers.Jim began his professional career as a public law
<br /> attorney with Best Best&Krieger,where he served as Assistant City Attorney for the cities of Corona and Ontario,
<br /> and General Counsel for Western Municipal Water District. Jim is a graduate of Dartmouth College and received
<br /> both a Juris Doctorate and Master of Urban Planning from UCLA.
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