Community Development Banking List
09-06-2011, 09:28 AM
Original message from: jack@nemarketresearch.com
*Raising** **Debt** **& Equity from External Sources webinar to be presented
Thursday, September 13 @ 1:00 p.m. EST. **
*
*Michael Swack, presenter**
*Come participate in this online webinar that is part of the CDFI Fund’s
Capacity Building Initiative. It will be hosted by NeighborWorks America
and the Carsey Institute at the University of New Hampshire. The webinar
will be conducted live, with ample time after the presentation to answer all
questions posed by participants. E-mailed follow-up questions will also be
answered……
*
* *Description**
*The primary focus of this webinar is on which funding sources and
mechanisms will provide sources of capital for CDFIs in the near term and
why. The Team will also focus on what the CDFI can expect in the context of
pricing, terms and conditions. This webinar covers:
·Banks: the nature of their business and the regulatory and profit
constraints under which they operate that impact the ability to assist
CDFIs.
·Major participants in the capital markets: banks, credit unions, insurance
companies, pension funds, GSEs, MI firms.
·Alternative sources of capital available to CDFIs including pension funds,
endowments (e.g. University endowments), Program Related Investments,
individual investors, and other institutional investors (e.g. religious
institutions.)
·Explanation of basic financial concepts and terminology that these entities
utilize in evaluating and discussing investment opportunities (e.g., LIBOR,
Prime rate, borrowing base, IRR, NPV, liquidity risk, concept of investment
tranches, credit enhancement, etc.).
·Financing vehicles: bonds, securitization, commercial paper, and insurance.
·Current state of the markets and how that affects various sources
·Progress of CDFIs in expanding financing options and the remaining
impediments (e.g. need for standardized reporting and analytics, and
economies of scale).
·Financing vehicles that make the most sense for CDFIs in the current
environment: participations, loan pools, sales to secondary markets, PRIs,
Co-operatives, EQ2. Examination of the pros and cons of each source and
which sources make most sense for CDFIs based on their size, experience and
history.
The bulk of the information in this webinar will draw from the relationships
that members of the Team have with financial institutions and participants
in the capital markets. The Team will also use materials from the
Orientation to the Capital Markets, the conferences set up by the Federal
Reserve Banks and the Financial Innovations Roundtable and presented at
Federal Reserve Banks around the country. These materials include
definitions, tools, structures, and “how-to” methodologies for the range of
potential funding activities in the conventional and capital markets. The
Webinar will also draw heavily on the new book, CDFIs, Capital Markets
and Organizational Credit Risk, recently published by the Carsey Institute.
*Sign up:**
*Click on the following link to register for this webinar:
http://www.carseyinstitute.unh.edu/CDFI-webinars.html ('http://www.carseyinstitute.unh.edu/CDFI-webinars.html')
.
*Upcoming Webinars:**
*For information on three additional webinars designed for CDFIs and the
dates they will be offered, please visit www.nw.org/cdfi
For more information about the Capacity Building Initiative and other CDFI
Fund programs, please visit www.cdfifund.gov
Contact Jack Northrup w/any questions. jack@nemarketresearch.com
*Raising** **Debt** **& Equity from External Sources webinar to be presented
Thursday, September 13 @ 1:00 p.m. EST. **
*
*Michael Swack, presenter**
*Come participate in this online webinar that is part of the CDFI Fund’s
Capacity Building Initiative. It will be hosted by NeighborWorks America
and the Carsey Institute at the University of New Hampshire. The webinar
will be conducted live, with ample time after the presentation to answer all
questions posed by participants. E-mailed follow-up questions will also be
answered……
*
* *Description**
*The primary focus of this webinar is on which funding sources and
mechanisms will provide sources of capital for CDFIs in the near term and
why. The Team will also focus on what the CDFI can expect in the context of
pricing, terms and conditions. This webinar covers:
·Banks: the nature of their business and the regulatory and profit
constraints under which they operate that impact the ability to assist
CDFIs.
·Major participants in the capital markets: banks, credit unions, insurance
companies, pension funds, GSEs, MI firms.
·Alternative sources of capital available to CDFIs including pension funds,
endowments (e.g. University endowments), Program Related Investments,
individual investors, and other institutional investors (e.g. religious
institutions.)
·Explanation of basic financial concepts and terminology that these entities
utilize in evaluating and discussing investment opportunities (e.g., LIBOR,
Prime rate, borrowing base, IRR, NPV, liquidity risk, concept of investment
tranches, credit enhancement, etc.).
·Financing vehicles: bonds, securitization, commercial paper, and insurance.
·Current state of the markets and how that affects various sources
·Progress of CDFIs in expanding financing options and the remaining
impediments (e.g. need for standardized reporting and analytics, and
economies of scale).
·Financing vehicles that make the most sense for CDFIs in the current
environment: participations, loan pools, sales to secondary markets, PRIs,
Co-operatives, EQ2. Examination of the pros and cons of each source and
which sources make most sense for CDFIs based on their size, experience and
history.
The bulk of the information in this webinar will draw from the relationships
that members of the Team have with financial institutions and participants
in the capital markets. The Team will also use materials from the
Orientation to the Capital Markets, the conferences set up by the Federal
Reserve Banks and the Financial Innovations Roundtable and presented at
Federal Reserve Banks around the country. These materials include
definitions, tools, structures, and “how-to” methodologies for the range of
potential funding activities in the conventional and capital markets. The
Webinar will also draw heavily on the new book, CDFIs, Capital Markets
and Organizational Credit Risk, recently published by the Carsey Institute.
*Sign up:**
*Click on the following link to register for this webinar:
http://www.carseyinstitute.unh.edu/CDFI-webinars.html ('http://www.carseyinstitute.unh.edu/CDFI-webinars.html')
.
*Upcoming Webinars:**
*For information on three additional webinars designed for CDFIs and the
dates they will be offered, please visit www.nw.org/cdfi
For more information about the Capacity Building Initiative and other CDFI
Fund programs, please visit www.cdfifund.gov
Contact Jack Northrup w/any questions. jack@nemarketresearch.com