Goals of Product Structure Lab
The goals of the Product Structure Lab are to:
- Frame a gap in investor-product interface from different categories of investors around expectations for financial and social returns as well as preferences relative to key design features.
- Discuss potential solutions to challenges in US Community Impact Investing, by testing USCI investment products with diverse investors to ground conversation in real examples.
Product Structure Lab Agenda
Context-Setting and Introduction
Quinn Moss, Partner, Orrick Herrington & Sutcliffe LLP
Calvin Holmes, President, Chicago Community Loan Fund
Bill Keller, President and CEO, Community Bank of the Bay
Anne McCulloch, President and CEO, Housing Partnership Equity Trust
Kerwin Tesdell, President and CEO, Community Development Venture Capital Alliance
Asset Owner Panelist Discussions
Jake Barnett, Graystone Consulting
Jeff Brenner, Impact Community Capital
Allison Clark, The John D. and Catherine T. MacArthur Foundation
Jeff Finkelman, Athena Capital
Jonathan Firestein, Ascent Private Capital Management
Tracy Kartye, The Annie E. Casey Foundation
Jeff Meyers, Citi Community Capital
Sylvia Poniecki, Wespath Benefits and Investments
Amber Randolph, Deutsche Bank
Small Group Readout and Full-Group Discussion
Guidelines for Potential Presenters
Presenter must clearly define:
- The impact that they are seeking to create via their vehicle and how the capital helps in meeting the needs of the LMI community and people.
- The capital gap they seek to fill with their vehicle, including the core structural issues that must be addressed in order to meet investor priorities. What market failures does this investment vehicle solve.
- How the investment vehicle is structured with different kinds of capital needs (grants, flexible capital, market rate capital).