Presentations Download

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CDVCA’s Introductory Workshop

An Overview of Community Development Venture Capital

AGENDA

– Wednesday, March 18, 2015 –

7:30 – 8:30 am Breakfast & Check-in

8:30 – 9:15 am Welcome and Overview of the CDVC Industry, Kerwin Tesdell, President, CDVCA

9:15 – 10:30 am Delaware Valley Community Reinvestment Fund (DVCRF) Case Study, Kerwin Tesdell, President, CDVCA

10:30 – 10:45 am Break

10:45 – Noon Negotiating and Structuring Venture Capital Investments, Christopher Reim, Managing Director, CDVCA and Tanmay Bhargava, Investments, CDVCA

Noon – 1:30 pm Lunch

1:30 – 2:30 pm Getting Started: Fund Formation, Fundraising, Deal Sourcing, and Measuring Impact, Nat Henshaw, CEI Ventures

2:30 – 3:30 pm Investment Practices: Due Diligence, Structuring Investments and Negotiating Terms, Anthony Williams, MMG Group

3:30 – 3:45 pm Break

3:45 – 4:45 pm Creating and Managing Portfolios: Structuring Investments, Adding Value to Companies, and Exiting Investments, Ray Moncrief, Kentucky Highlands Investment Corporation, Southern Appalachian Fund, and Meritus Ventures

4:45 – 5:15 pm Panel Discussion: Questions & Answers

2015 CDVCA Annual Conference

AGENDA

– Thursday, March 19, 2015 –

8:00 – 9:00 am Breakfast & Check-in

9:00 – 9:30 am Welcome and Leadoff

Leadoff Speaker: Don Graves

9:30 – 10:15 am History of the CDVC Industry

– Ray Moncrief, Executive Vice President and COO, Kentucky Highlands Investment Corporation

– Stanley Tucker, President and Founder, Meridian Management Group

– Kerwin Tesdell, President, CDVCA

10:15 – 11:00 am Small Business Administration SBIC, SSBIC, Impact Investment Fund, Early Stage Investment Fund, New Markets Venture Capital Fund Programs

– Samuel J. Boyd, Jr., CIO and Director of Program Development, Small Business Administration

11:00 – 11:15 am Break

11:15 – 12:00 pm State Small Business Credit Initiative (SSBCI), Department of the Treasury

– Jeffrey Stout, Director, State Small Business Credit Initiative

12:00 – 12:30 pm Report from Capitol Hill

– Robert Rapoza, Rapoza Associates

12:30 – 2:00 pm Lunch and Luncheon Speaker

Keynote Speaker: Annie Donovan, Director, CDFI Fund, Department of the Treasury

2:00 – 3:45 pm Thinking Creatively: Alternatives to the Traditional VC Fund Structure

– Alan Bernstein, Partner, Carter Ledyard & Milburn (moderator, participant)

– Tom Loy, Chairman and CEO, Oklahoma MetaFund

– Patrick Davis, Senior Officer Strategic Initiatives, Calvert Foundation

– Zindel Zelmanovitch, Chairman and CEO, East Coast Capital Holdings

– Joan Trant, Director of Marketing and Impact, TriLinc Global

3:45 – 4:00 pm Break

4:00 – 5:00 pm Using New Markets Tax Credit for Venture Capital Investing

– Kerwin Tesdell, President, CDVCA (moderator, participant)

– Merrill Hoopengardner, Principal, Advantage Capital Partners

5:00 – 7:00 pm Evening Reception

– Friday, March 20, 2015 –

8:00 – 9:00 am Breakfast

8:45 – 9:30 am Overview of Impact Investing and Community Development Financial Institutions

– Jennifer Pryce, President and CEO, Calvert Foundation

9:30 – 11:00 am Investing in Innovation for Job Creation

– Chris Reim, Managing Director, CDVCA (moderator)

– John Dearie, Executive Vice President for Policy, Financial Services Forum

– Stephen Ezell, Director of Global Innovation Policy, Information Technology and Innovation Foundation

– Dennis DeLeo, President, Venture Jobs Foundation, Senior Partner, Trillium Group

11:00 – 11:15 am Break

11:15 – 12:30 pm CDVCA Roundtable

– Experienced CDVC fund managers and investors