Investors and Funders

Welcome

We are thrilled to welcome you to a recap of OFN’s annual Conference, our signature event attended each year by the CDFI industry’s leading stakeholders. OFN’s 2020 Conference theme was Finance Justice. We have curated a collection of tools, borrower stories, and perspectives from thought leaders to aid investors seeking to learn more about financing justice across America.

We invite you to listen to a special welcome message from Rachel Robasciotti, Founder and CEO of Adasina Social Capital, a premier wealth management firm focused on social justice investing in the United States; explore two of our CDFI borrower videos; and download An Investor’s Field Guide to the CDFI Industry.
If you have any questions on how investors may engage with CDFIs financing justice throughout the United States, please do not hesitate to reach out to us at [email protected] and [email protected]. We would be delighted to assist you in identifying the CDFIs that best meet your specific social justice return objectives.

Yours sincerely,
Amir Kirkwood and Andrea Longton, CFA
Opportunity Finance Network
Play Video

Panel: Attracting More Private Capital to the Fight for Racial Justice and Economic Inclusion

Details

Corporate America Stepping Up When It Matters: A Fireside Chat with Brian Moynihan

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Play Video

Finance Justice Fund Announcement and Conversation with Twitter CFO Ned Segal

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Featured Borrower Stories

Borrower: RW Maintenance
Location:York, PA
CDFI: Community First Fund
Sponsored By:
Borrower: Nez Perce Tourism
Location: Lewiston, ID
CDFI: Nimiipuu Fund
Sponsored By:

Recommended Sessions

When you click on the session titles below, you will be prompted to login using your OFN Conference registration code or register. Registration is free.
Thursday, November 12th
3:15-4:15PM
Multiple platforms are available for both individual and institutional investors to purchase CDFI notes, bonds, and even custom products. Beginning in 2016, CDFIs entered the publicly-traded capital markets through Incapital, Morgan Stanley, and CNote. While some opportunities offer S&P-rated notes and bonds traded through DTC, other platforms offer the ability to sculpt your investment into customized impact investments tailored to your specific goals and objectives. Join experts Dr. Stephanie Gripne of Impact Finance Center, Jodi Waber of Incapital, Grace Chionuma of Morgan Stanley, and Catherine Berman of CNote for a conversation that will review existing opportunities and explore how CDFI products align with the UN Sustainable Development Goals (SDGs) in the United States.

Panelists: Catherine Berman, Dr. Stephanie Gripne, Grace Chionuma, Jodi Waber
Tuesday, November 10th
3:30-4:30PM
Risk-assessment is a foundational part of any investor’s analysis, yet how much of our traditional risk analyses have implicit bias embedded in seemingly objective criteria and processes? In this session, three impact investors, including two CDFIs and a commercial bank investor, share their underwriting criteria and how they are examining their diligence process with an explicit equity lens. Specific barriers examined may include: basic eligibility criteria; cultural sensitivity of staff; perceptions of risk (e.g., projects located in disinvested neighborhoods); and general accessibility of tools and know-how, including familiarity with finance.

Panelists: Matthew Roth, Lance Knuckles, Ellis Carr, Yi Wei
Thursday, November 12th
2:00-3:00PM
Interest in CDFIs is at an all-time high. But many new investors to the field are unsure how to evaluate CDFIs for their portfolios. This session offers an opportunity to hear from pioneering CDFI investors who will share an insider’s perspective on investment opportunities and due diligence approaches that have been refined over decades of experience. The discussion will draw upon real life examples to illustrate the range of investment vehicle types, key considerations when evaluating CDFIs, lessons learned, and more. Now more than ever, an expanding universe of investors seeks to utilize CDFIs to extend financial lifelines to disinvested people and places. This session will shorten the learning curve for these new entrants.

Panelists: Catherine Godschalk, Paige Chapel, Allison Clark
Monday, November 9th
3:45PM – 4:45PM
A closer look at persistent poverty in America reveals how structural exclusion by place and race continues to paint a picture that is steadfastly rural and marred by racial inequity. These challenges are exacerbated by a history of disinvestment. However, organizations that are part of Partners for Rural Transformation have long track records of rising to such challenges−CDFIs we are uniquely positioned to meet the needs of local people and places. We are place-based organizations working hand-in-hand with people and organizations across our respective regions to build inclusive wealth, increase local capacity and create opportunities for better livelihoods, health, and well-being.

Panelists: Jose Quinonez, Bill Bynum, Jim King and Chrystel Cornelius
Tuesday, November 10th
2:00-3:00PM
As the concept of impact investing—investing for social and environmental benefit alongside a financial return—continues to gain traction among individual and institutional investors, family offices and wealth management firms are becoming a growing source of capital for CDFIs. Hear from a family office and a wealth management firm about the differences between these institutional types, the issues their clients seek to address, and the range of client risk tolerance. Then, through dialogue with a CDFI that received impact investment from the family office, gain an understanding of how CDFIs can position themselves as strategic allies to these institutions and how potential investors and CDFIs can find each other to forge results-oriented partnerships.

Panelists: Lisa Richter, Suzanne Anarde, Justina Lai, Greg Neichin,
Ben L. Bynum, M.D.

Investor Toolkit

Download your Investor’s Field Guide to the CDFI Industry for a primer on the CDFI industry, its key players, and insider terms.

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Investor Toolkit

Download your Investor’s Field Guide to the CDFI Industry for a primer on the CDFI industry, its key players, and insider terms.

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