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 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