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Product Structure Lab

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

  1:30 pm   

Context-Setting and Introduction

 

Moderator

Quinn Moss, Partner, Orrick Herrington & Sutcliffe LLP

 

  1:50 pm   

Structure Presentations

 

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

 

  2:30 pm   

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

 

  2:50 pm   

Small Group Readout and Full-Group Discussion

 

Guidelines for Potential Presenters

Presenter must clearly define:

  1. 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.
  2. 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.
  3. How the investment vehicle is structured with different kinds of capital needs (grants, flexible capital, market rate capital).