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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

  1:15 pm   

Participant Arrival

 

  1:20 pm   

Welcome and Overview

 

  1:25 pm   

Context-Setting - Framing the Problem

 

Moderator

Quinn Moss, Partner, Orrick Herrington & Sutcliffe LLP

 

  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

 

  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

 

  2:50 pm   

Readout from Investor Feedback Discussions and Audience Feedback/Q&A

 

  3:20 pm   

Closing Thoughts