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An Orientation to the Capital Markets: New Avenues for the Changing Context of Community Development Finance May 19, 2005
Houston

Sponsored by the Federal Reserve Bank of Dallas and Wall Street Without Walls

Note: For an in-depth look at the community development industry's potential for greater scale, sustainability and impact, see "Community Development Finance: Challenges, Choices, Change," Federal Reserve Bank of Dallas Banking and Community Perspectives, Issue 1, 2005.

Agenda

8:00 a.m.	Registration and Breakfast
8:30 a.m.	Welcome and Overview
	Donald Bowers Assistant Vice President, Federal Reserve Bank of Dallas, Houston Branch
	John Nelson Co-director, Wall Street Without Walls, Washington, D.C.
	Cheryl Fitzgerald Managing Director, Fannie Mae Foundation, Washington, D.C. Introduction to the Capital Markets "101" Glossary of Terms
8:45 a.m.	State of Community Development Finance and Support in Texas and "Burning Issues"
	Reymundo Ocañas President, Texas Association of Community Development Corporations, Austin
	Martha Brown Policy Analyst, Texas Association of Community Development Corporations, Austin "Building a Future: The Contributions of Community Development Corporations in Texas"
	Frank Fernandez Director of Programs, Austin CDC (now PeopleFund), Austin "Texas Community Development Landscape: Can We Do More with Less?"
	Kathleen Starr Senior Program Officer, F.B. Heron Foundation, New York "New Frontiers in Mission-Related Investing"
9:30 a.m.	Defining the Capital Markets and Applications in Texas
	Linda McMahon Senior Vice President, JPMorgan Chase, Dallas "Preserving and Developing Our Communities"
	Ron Wiley President, Southern Dallas Development Corp., Dallas "Mission Statement and Organizational History"
	Paul Deslongchamps Managing Director and Chief Investment Officer, Waveland Ventures, Milwaukee, Wis.
	Charles Tansey Senior Advisor, Office of the CEO, NeighborWorks America, Washington, D.C. "Surviving & Growing in This Environment"
	Moderator: Gregory Stanton Co-director, Wall Street Without Walls, New York
11:00 a.m.	Break
11:15 a.m.	Big Ideas for the Lone Star State: How Texas CDFIs and CDCs Can Improve Access to the Capital Markets
	Chris Conley President, Nonprofit Capital, LLC, Stamford, Conn. "Facilities and Non-profit Bond Financing" (Overview of Community Health Facilities Fund)
	Claudette Kanola Director of Training and Technical Assistance, Community Reinvestment Fund, Minneapolis, Minn. "Aggregation Models for Scale and Sustainability"
	Jim Reid Executive Director, Texas Mezzanine Fund, Dallas "An Orientation to the Capital Markets"
	Moderator: Gregory Anderson Senior Vice President, Advest, New York "Commercial Real Estate and Public Finance"
12:30 p.m..	Luncheon Panel
	Innovations in Community Development Finance: Credit Enhancement, Financing ITIN/Immigrant Mortgages and Developing a CED Financial Guarantee
	Mary Sanchez Account Executive, World Savings Bank, Dallas "Mortgage Innovations"
	Greg Stanton Co-director, Wall Street Without Walls, New York "Orientation to the Capital Markets for Financing Community and Economic Development" (Includes Review of the Capital Access Pilot Programs)
	Charles Tansey Senior Advisor, Office of the CEO, NeighborWorks America, Washington, D.C. "Capital Exchange and CARS Rating System: Building Performance Data for the Future"
	Moderator: Wayne Marsden Senior Advisor, Wall Street Without Walls, Washington, D.C.
1:45 p.m.	Breakout Sessions: Advancing the Deal: Making Your Overall Product Mix Profitable
	Business Loans
	Till Phillips National Advocate for Rural Affairs (retired), Small Business Administration, Fort Worth "An Exploration of a Secondary Market for Small Business Loans"
	Charles Tansey Senior Advisor, Office of the CEO, NeighborWorks America, Washington, D.C.
	Affordable Housing Loans and ITIN Mortgages
	Wayne Marsden Senior Advisor, Wall Street Without Walls, Washington, D.C.
	Commercial Development and Facilities Financing
	Gregory Anderson Senior Vice President, Advest, New York
	Chris Conley President, Nonprofit Capital, LLC, Stamford, CT
3:00 p.m..	Report Out of Group Discussions: Issues, Findings and Next Steps
	Moderator: John Nelson Co-Director, Wall Street Without Walls, Washington, D.C.
3:30 p.m.	Closing Remarks
	Alfreda B. Norman Community Affairs Officer, Federal Reserve Bank of Dallas