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 CDVCA 2005 Annual Conference Program Book Presentations
View speaker profiles.
TUESDAY, MARCH 15
8:30 10:15 am Opening Plenary: CDVC in its Second Decade (PDF)
Moderator: Nat Henshaw, CEI Ventures
Speakers: Kerwin Tesdell, CDVCA
Robert A. Rapoza, Rapoza Associates (PDF)
David Kirkpatrick, SJF Ventures II
Ray Moncrief, Southern Appalachian Fund
Lyz Ferguson, Bay Area Family of Funds
Karla Miller, Invest Northwest
10:30 11:45 am Breakout I: Concurrent Sessions
Structuring Deals and Negotiating Term Sheets
Moderator: Nick Smith, Northeast Ventures
Speakers: Alan Bernstein, Esq., Carter, Ledyard & Milburn, LLP (PDF)
Joel Steiker, Murex Investments
Michael Salermo, Board Member, Murex Investments
CDVC Investors I
Moderator: Ellen Brown, New Jersey Institute for Justice
Speakers: Evelyn Kenvin, Citibank Community Development (PDF)
Christa Velasquez, Annie E. Casey Foundation (PDF)
Frances Brody, Brody Weiser Burns
Measuring Social Return on Investment (PDF)
Moderator: Brian Schmitt, CDVCA
Speakers: Pete November, Pacific Community Ventures
Anne Claire Broughton, SJF Advisory Services
Carla Dickstein, Coastal Enterprises, Inc.
Finding Investment Opportunities in Your Community
Moderator: Linda DeJure, The Reinvestment Fund
Speaker: Michael Burgmaier, CEI Community Ventures (PDF)
2005 Excellence Awards (PDF)
1:30 2:30 pm CDVCA Member Update and Year in Review (PDF)
Speaker: Kerwin Tesdell, CDVCA
2:45 4:00 pm Vignette Case Study: Emerald City Ventures II (PDF)
Instructor: Teresa Clarke, Global Markets Institute at Goldman Sachs
4:15 5:30 pm Vignette Case Study: Trouble in Paradise (PDF)
Instructor: Teresa Clarke, Global Markets Institute at Goldman Sachs
WEDNESDAY, MARCH 16
8:30 9:45 am Breakout II: Concurrent Sessions
Venture Investing: NMVC Program Fund Managers Speak (PDF)
Moderator: Kelly Williams, CDVCA (PDF)
Speakers: Lynn Gellerman, Adena Ventures
Mark Grovic, New Markets Growth Fund
Grady Vanderhoofven, Southern Appalachian Fund
Michael Burgmaier, CEI Community Ventures
Exiting to Achieve Strong Financial and Social Returns
Moderator/Speaker: Ray Moncrief, Kentucky Highlands Investment Corp.
Speakers: Joan Wurzer, Minnesota Investment Network Corp. (PDF)
Dan Hoversten, SJF Ventures (PDF)
The Family of Funds Model
Moderator: Ron Phillips, Coastal Enterprises, Inc.
Speakers: James Nixon, Sustainable Systems, Inc. (PDF)
Lyz Ferguson, Bay Area Family of Funds (PDF #1, PDF #2)
Debbie La Franchi, Genesis LA Family of Funds (PDF)
Adding Financial and Social Value to Portfolio Companies
Moderator: Nat Henshaw, CEI Ventures
Speakers: Pete November, Pacific Community Ventures (PDF)
Anne Claire Broughton, SJF Advisory Services (PDF)
Kathleen Kearney, Coastal Enterprises, Inc. (PDF)
CDVC Investors II
Moderator: Catherine Lockhart, MMG Group
Speakers: Gloria Lee, JP MorganChase (PDF)
Karla Miller, Northwest Area Foundation (PDF)
John Kinghorn, Prudential Financial (PDF)
David Sharp, Wachovia Bank
10:00 11:30 am Public Policy Update and Preparation for Capitol Hill Meetings
Speakers: Kerwin Tesdell, CDVCA
Kelly Williams, CDVCA (PDF)
Elena Chαvez, CDVCA
Alison Feighan, Rapoza Associates
Ray Moncrief, Kentucky Highlands Investment Corp.
Jennifer Vasiloff, CDFI Coalition
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