Opportunity Appalachia

Investor Convening February 23 & 24, 2021 1:00 – 5:00 pm

Program Partners

Opportunity Appalachia: Investor Convening Day 1

Welcome & Opening Remarks

February 23rd, 2020, 1:00 – 1:30 PM

Welcome to the Opportunity Appalachia Investor Convening! The opening session will bring us together to understand capital challenges facing communities in Appalachia and how we are collectively working to implement new financing solutions.

Donna Gambrell
President & CEO
Appalachian Community Capital

Tim Thomas
Federal Co-Chairman
Appalachian Regional Commission

Lael Brainard (invited)
Board Member
Federal Reserve Board of Governors

The State of Opportunity Zones & Investor Education

1:30 – 2:15 PM

What have we learned about Opportunity Zones in the last three years? This panel will also provide an overview of OZ Fund (QOF) structures used for different project types.

Moderator

Tiffany Hollin-Wright
Federal Reserve Bank of Richmond

John Lettieri
President
Economic Innovation Group

Ira Weinstein
Principal
CohnReznick LLP

Marc Schultz
Snell and Wilmer attorney

Project Pitch Sessions

2:45 pm – 4:30 pm

In partnership with Federal Reserve Bank – Investment Connection

Communities have been working with Opportunity Appalachia to develop OZ projects ready for investment. Each community will present their project for 10 minutes, and then there will be opportunities for investors to schedule private meetings with project teams at the end of the day.

Moderator

Katy Farber, Vice President, OhioSE

Project Listing here

Round 1

2:50 – 3:00 PM: Project 1

3:00 – 3:10 PM: Project 2

3:10 – 3:20 PM: Project 3

3:20 – 3:30 PM: Project 4

Stretch Break

3:30 – 3:45 PM

Moderator

Shannon Blevins, Vice Chancellor, Economic Development, UVA Wise

Round 2

3:50 – 4:00 PM: Project 5

4:00 – 4:10 PM: Project 6

4:10 – 4:20 PM: Project 7

4:20 – 4:30 PM: Project 8

Closing Remarks

4:30 –4:40 PM

Reflections on the day’s conversations.

Donna Gambrell
President & CEO
Appalachian Community Capital

 

Private Meeting with Project Sponsors – Cocktail Hour!

4:40 –5:30 PM

Investors will have the opportunity to sign up for 15-minute private virtual meetings with individual projects and communities.

Opportunity Appalachia: Investor Convening Day 2

Welcome & Opening Remarks

February 24th 2020, 1:00 – 1:30 PM

The second day of the Opportunity Appalachia Investor Convening opens with a look at the day’s events, a reminder of lessons from Day 1, and a focus on the importance of engaging a diversity of financing partners in OZ transactions.

Donna Gambrell
President & CEO
Appalachian Community Capital

Maurice Jones
President
Local Initiatives Support Corporation (LISC)

Insights from Investors

1:10 – 2:00 PM

A variety of different investors are engaging in partnering with Opportunity Funds, including banks and corporations, venture capitalists, and impact investors, to name a few. Who are they and how can you engage them to consider investments in your community? During this session, a roundtable of investors will discuss their approaches, what motivates them, and the types of investments they are considering in local Opportunity Zones.

Katie Kramer
Vice President
Council of Development Finance Agencies

Sam Spencer, CEO, CEI-Boulos Capital Management – QOF

Kevin Rogers, SVP, PNC Community Development Banking – QOF

Hannah Vargason, Director Strategic Initiatives, NCIFund – CDFI

Bryan Phipps, Chief Development Officer, People Incorporated Financial Services – CDE

Project Pitch Sessions

2:00 pm – 2:45 pm

Communities have been working with Opportunity Appalachia to develop OZ projects ready for investment. Each community will present their project for 10 minutes, and then there will be opportunities to schedule private meetings at the end of the day.

Moderator
Stephanie Tyree, Executive Director, WV Community Development Hub

Round 3

2:05 – 2:15 PM: Project 9

2:15 – 2:25 PM: Project 10

2:25 – 2:35 PM: Project 11

2:35 – 2:45 PM: Project 12

Public Investors and Opportunity Zones

2:45 – 3:30 PM

Public agencies will join the conversation to discuss how they are participating in and supporting OZ projects.

Moderator
Mary Hunt
Benedum Foundation

Aaron Morris, Deputy Administrator, USDA-RD (DC)

Tracey Rowan, WV State Director, U.S. EDA

tbd, SBA

Matt Weaver, Associate Director, Virginia Dept. Housing and Community Development

Lydia Mihalik, Director, Ohio DSA

 

 

Project Pitch Sessions

3:45 pm – 4:30 pm

Communities have been working with Opportunity Appalachia to develop OZ projects ready for investment. Each community will present their project for 10 minutes, and then there will be opportunities for investors to schedule private meetings with project teams at the end of the day.

Moderator
Jay Beekman – LOCUS Impact Investing

Round 4

3:35 – 3:45 PM: Project 13

3:45 – 3:55 PM Project 14

3:55 – 4:05 PM Project 15

4:05 – 4:15 PM Project 16

Investing in Appalachia – what we’ve learned

4:30 –5:15 PM

Our closing discussion will feature leaders from Ohio, Virginia, and West Virginia sharing their thoughts about developing projects, raising capital, investing in communities, and increasing economic development opportunities for the Appalachian region.

Moderators:

Ray Daffner
Opportunity Appalachia

Donna Gambrell
Appalachian Community Capital

Panelists:

  • Project sponsors: Keith Barker, Manager, City of Galax (VA); Dave Clark, Director, Woodlands Development Group CDC (WV)
  • Community leaders: Misty Crosby, Director, Buckeye Hills Regional Council (OH); Jina Belcher, Director, New River Gorge Development Authority (WV).
  • State officials: Wes White, WV Department of Commerce; Shannon Blevins, Vice Chancellor – Economic Development, UVA Wise.

 

Private Meeting with Project Sponsors – Cocktail Hour!

5:15 –5:45 PM

Investors will have the opportunity to sign up for 15-minute private virtual meetings with individual projects and communities.

Registration Fee

  • $75 for communities (free to Opportunity Appalachia participants)
  • $250 for investors / funders