Conference and Workshop 2015 Presentations


Presentations Download

(Please click on a session’s hyperlink to download the corresponding presentation slides)

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 IndustryKerwin 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 InvestmentsChristopher 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 ImpactNat Henshaw, CEI Ventures

2:30 – 3:30 pm            Investment Practices: Due Diligence, Structuring Investments and Negotiating TermsAnthony 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 InvestmentsRay 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