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
| 1:15 pm |
Participant Arrival
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| 1:20 pm |
Welcome and Overview
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| 1:25 pm |
Context-Setting - Framing the Problem
Moderator Quinn Moss, Partner, Orrick Herrington & Sutcliffe LLP
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| 1:50 pm |
Solutions - Product 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
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| 2:30 pm |
Investor Feedback Discussions
COMMUNITY DEVELOPMENT DIVISIONS (BANKS) Kevin Goldsmith, Chase Bank Jeff Meyers, Citi Community Capital Amber Randolph, Deutsche Bank Carl Jenkins, BMO Harris Bank Tony Smith, PNC Bank Megan Teare, Wells Fargo Bank
FOUNDATIONS Brinda Ganguly, Living Cities Tracy Kartye, The Annie E. Casey Foundation Christine Ryan, California Endowment Lori Scott, The John D. and Catherine T. MacArthur Foundation
INSTITUTIONAL (OR ADVISORY TO INSTITUTIONAL) Luke Apicella, Prudential Jake Barnett, Graystone Consulting Jeff Brenner, Impact Community Capital Charlie Goodwin, BNY Mellon Sylvia Poniecki, Wespath Benefits and Investments Robert Steiner, BNY Mellon
PRIVATE WEALTH ADVISORY Jeff Finkelman, Athena Capital Jonathan Firestein, Ascent Private Capital Management Mark Westhoff, Deutsche Bank Harris Winters, Deutsche Bank
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| 2:50 pm |
Readout from Investor Feedback Discussions and Audience Feedback/Q&A
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| 3:20 pm |
Closing Thoughts
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