Join Us!

CDFIs combat economic inequality by matching capital to communities in deep need.

This inspiring, four-day event will engage public and private sector thought-leaders with CDFIs and our supporters in critical dialogue about today’s most pressing issues. Learn how the post-election political landscape will impact CDFIs, talk about the path to racial justice, and take the challenge to do more to broaden economic opportunity. Join us as we finance justice.

 

Don’t miss thought-provoking plenaries, more than 40 breakout sessions, and the opportunity to connect with your peers and others in the CDFI industry.

This year, we offer special sessions and resources for investors and funders who are new to CDFIs. And we offer complimentary registration for students to learn about our industry.

Featured Speakers

BRIAN MOYNIHAN

Chairman of the Board and CEO
Bank of America

Monday, November 9th

RAPHAEL BOSTIC

President and CEO
Federal Reserve Bank of Atlanta

Tuesday, November 10th

MICHAEL S. STEELE

MSNBC

Monday, November 9th

MARC MORIAL

President and CEO
National Urban League

Thursday, November 12th

ERROL LOUIS

NY1

Monday, November 9th

BRIAN MOYNIHAN

Chairman of the Board and CEO
Bank of America

Monday, November 9

MICHAEL S. STEELE

Political Analyst
MSNBC

Monday, November 9

RAPHAEL BOSTIC

President and CEO
Federal Reserve Bank of Atlanta

Tuesday, November 10

MARC MORIAL

President and CEO
National Urban League

Thursday, November 12

JOSÉ CERDA III

Vice President of External Affairs
I
FF

Monday, November 9

CHRYSTEL CORNELIUS

CEO
First Nations Oweesta Corporation

Monday, November 9

ANNIE DONOVAN

Chief Operating Officer
Local Initiatives Support Corporation

Monday, November 9

LISA MENSAH

President and CEO
Opportunity Finance Network

Monday, November 9
Wednesday, November 11
Thursday, November 12

DEDRICK ASANTE-MUHAMMED

Chief of Race
Wealth and Community
National Community Reinvestment Coalition

Tuesday, November 10

MARLA BILONICK

Executive Director
Latino Economic Development Center

Tuesday, November 10

ELLIS CARR

President and CEO
Capital Impact Partners

Tuesday, November 10

BILL DALEY

Vice Chairman of Public Affairs
Wells Fargo

Tuesday, November 12

KILOLO KIJAKAZI

Institute Fellow
Urban Institute

Tuesday, November 10

JIM KING

President and CEO
Fahe

Tuesday, November 10
Wednesday, November 11

ALICE RODRIGUEZ

Managing Director
Head of JPMC Community Practices, Engagement and Inclusion Development
JP Morgan Chase & Co.

Tuesday, November 10

MARGARET ANADU

Managing Director
Urban Investment Group

Goldman Sachs

Thursday, November 12

BILL DALEY

Vice Chairman of Public Affairs
Wells Fargo

Tuesday, November 12

DONNA GAMBRELL

President & CEO
Appalachian Community Capital

Thursday, November 12

JODIE HARRIS

Director
CDFI Fund

Thursday, November 12

INEZ LONG

President and CEO
Black Business Investment Fund

Thursday, November 12

FRAN SEEGULL

Executive Director
US Impact Investing Alliance
Ford Foundation

Thursday, November 12

MORGAN SIMON

Founding Partner
Candide Group

Thursday, November 12

ROBERT VILLARREAL

Executive Vice President
CDC Small Business Finance

Thursday, November 12

ROBERT VILLARREAL

Executive Vice President
CDC Small Business Finance

Thursday, November 12

DARRIN WILLIAMS

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Conference Plenaries

Monday, November 9

Fall 2020. COVID-19, the economy, racial reckoning, and a national election. What do the election results mean for change in 2021? How will the next Congress and Administration engage CDFIs? How are CDFIs showing up in the fight for justice? What do the communities we serve need today? Is the CDFI industry’s quest for $1 billion in federal support likely to advance? We’ll hear from seasoned political commentators and expert CDFI voices on how to chart a path forward in these tumultuous times.

Tuesday, November 10

Racial injustice has been a part of America’s fabric since our nation’s founding. Centuries of policies, laws, and practices have perpetuated injustice. The facts are stark. The typical White family has eight times the wealth of the typical Black family and five times the wealth of the typical Latino family. This persistent wealth divide is exacerbated by the concentration of low-paying jobs with no retirement benefits, poor housing options, and substandard educational opportunities in communities of color, and challenges to getting decent healthcare. CDFIs are leaning into the fight to close these cavernous gaps with capital and financing. This bold conversation will explore how the work of CDFIs can help undo the legacy of injustice and close wealth gaps for Black, Latino, Indigenous, and all communities of color.

Thursday, November 12

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

The nation is motivated to confront and undo racial injustice in a way it hasn’t been for decades. Corporations, foundations, and individuals are looking for new ways to do their part and make a deep impact on inequity. CDFIs can be a bridge between private capital and disinvested communities. CDFIs provide economic and wealth-building opportunities to help narrow the racial divide. Leading financial experts from corporate and impact investing will share their perspective on why now is the time for new sources of capital to join the fight.

Our Sponsors

Agenda Overview

All Times Eastern

Below is a high-level agenda. Click here for session descriptions and speaker details.

12:30PM – 1:45PM

Welcome and Opening Plenary

The Federal Role in Financing Justice Now
Featuring: Brian Moynihan, Chairman of the Board and CEO, Bank of America

1:45PM – 2:15PM

Break

2:15PM – 3:15PM

Concurrent Breakout Sessions

3:15PM – 3:45PM

Break

3:45PM – 4:45PM

Concurrent Breakout Sessions

4:45PM – 5:15PM

Break

5:15PM – 6:15PM

Finance Justice: The 2020 Native CDFI Awards

12:30PM – 1:30PM

Day 2 Opening Plenary

The Fight for Racial Justice in America—Addressing Disinvestment and Closing the Racial Wealth Gap Featuring: Raphael Bostic, President and CEO, Federal Reserve Bank of Atlanta

1:30PM – 2:00PM

Break

2:00PM – 3:00PM

Concurrent Breakout Sessions

3:00PM – 3:30PM

Break

3:30PM – 4:30PM

Concurrent Breakout Sessions

12:30PM – 1:30PM

OFN Membership Meeting and OFN Board Elections

Featuring: In Memoriam; Recognition of Retiring CEOs and Welcome to New CEOs

1:30PM – 2:00PM

Break

2:00PM – 3:00PM

Concurrent Breakout Sessions

3:00PM – 3:30PM

Break

3:30PM – 4:30PM

Concurrent Breakout Sessions

12:30PM – 1:30PM

Day 4 Opening Plenary

2020 Ned Gramlich Lifetime Achievement Award for Opportunity Finance
Featuring: Jodie Harris, Director, CDFI Fund

1:30PM – 2:00PM

Break

2:00PM – 3:00PM

Concurrent Breakout Sessions

3:00PM – 3:15PM

Break

3:15PM – 4:15PM

Concurrent Breakout Sessions

4:15PM – 4:30PM

Break

4:30PM – 5:45PM

Closing Plenary

Attracting More Private Capital to the Fight for Racial Justice and Economic Inclusion
Featuring: Marc Morial, President and CEO, National Urban League

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2020 OFN VIRTUAL CONFERENCE

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Thanks to Our Sponsors

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OPPORTUNITY LEADERS

The California Wellness Foundation • CIT Bank N.A. • The Federal Home Loan Banks • Morgan Stanley • MUFG Union Bank • NeighborWorks America

OPPORTUNITY PARTNERS

Ally Bank • Amalgamated Bank • American Express • Associated Bank • Bank of the West • Capital Plus Financial • Charles Schwab Bank  • 
CohnReznick • Craftsman Technology Group  Credit Builders Alliance • Deutsche Bank • FUND Community Institute • 
FUND Consulting, LLC • Local Initiatives Support Corporation • Ohio Capital Finance Corporation • Partners for the Common Good • 
The PNC Financial Services Group, Inc. • S&P Global Ratings • TD Bank

Opportunity Contributors

Aeris • Century Housing • Charter School Finance and Development • CommonGoals Software •
The Community Preservation CorporationCommunity Reinvestment Fund, USA • DownHome Solutions • Lenderfit •
LendingFront • LoanWell • The Mortgage Office • RSM US LLP  Ventures Lending Technologies • VistaShare

BRIAN MOYNIHAN

Chairman of the Board and CEO
Bank of America

Brian Moynihan

Brian Moynihan leads a team of more than 200,000 employees dedicated to making financial lives better for people, companies of every size, and institutional investors across the United States and around the world.

Bank of America has been recognized as a leader in financial services, including on Fortune magazine’s list of The Best Big Companies to Work For, named Global Finance’s Best Bank in the United States and North America in 2020 and placed on Forbes’ World’s Best Employers List in 2019. The company is the top global bank on Fortune’s Change the World list. It was also the 2019 Catalyst Award winner for supporting the continued development, empowerment and advancement of women in the company and around the world, and is recognized annually as a top employer by Working Mother, LATINA Style, Black Enterprise, Military Times and U.S Veterans Magazine. Bank of America is included in the Forbes Corporate Responders List of 25 companies leading through the health crisis caused by the coronavirus. 

Moynihan participates in several organizations that focus on economic and market trends, including the World Economic Forum International Business Council (chair), the Financial Services Forum, the Bank Policy Institute, the Business Roundtable, the Clearing House, the American Heart Association CEO Roundtable (co-chair), the Business Council and the Federal Advisory Council of the Federal Reserve Board. 

Moynihan leads the company’s Global Diversity and Inclusion Council and is a member of the museum council for the Smithsonian’s National Museum of African American History and Culture. Moynihan is also a member of the Brown University Corporation's Board of Fellows, the Catalyst Board of Directors, the Council on Competitiveness Board of Directors, the Congressional Medal of Honor Foundation Board and the Appeal of Conscience Board of Trustees. 

Moynihan works with public officials, businesses and civic leaders at the local level through his participation on the Charlotte Executive Leadership Council (chair), the Massachusetts Competitive Partnership and the Partnership for Rhode Island.  

RAPHAEL BOSTIC

President and CEO
Federal Reserve Bank of Atlanta

Dr. Raphael W. Bostic

Dr. Raphael W. Bostic took office June 5, 2017, as the 15th president and chief executive officer of the Federal Reserve Bank of Atlanta. He is responsible for all the Bank's activities, including monetary policy, bank supervision and regulation, and payment services. He is a participant on the Federal Open Market Committee, the monetary policymaking body of the Federal Reserve System.

From 2012 to 2017, Bostic was the Judith and John Bedrosian Chair in Governance and the Public Enterprise at the Sol Price School of Public Policy at the University of Southern California (USC). 

He arrived at USC in 2001 and served as a professor in the School of Policy, Planning, and Development. His research has spanned many fields, including home ownership, housing finance, neighborhood change, and the role of institutions in shaping policy effectiveness. He was director of USC's master of real estate development degree program and was the founding director of the Casden Real Estate Economics Forecast.

Bostic also served USC's Lusk Center for Real Estate as the interim associate director from 2007 to 2009 and as the interim director from 2015 to 2016. From 2016 to 2017, he was the chair of the center's Governance, Management, and Policy Process department.

From 2009 to 2012, Bostic was the assistant secretary for policy development and research at the U.S. Department of Housing and Urban Development (HUD). In that role, he was a principal adviser to the secretary on policy and research, helping the secretary and other principal staff make informed decisions on HUD policies and programs, as well as on budget and legislative proposals.

Bostic worked at the Federal Reserve Board of Governors from 1995 to 2001, first as an economist and then a senior economist in the monetary and financial studies section, where his work on the Community Reinvestment Act earned him a special achievement award. He served as special assistant to HUD's assistant secretary of policy development and research in 1999. He was also a professional lecturer at American University in 1998.

Bostic was born in New York City in 1966 and grew up in Delran, New Jersey. He graduated from Harvard University in 1987 with a combined major in economics and psychology. He earned his doctorate in economics from Stanford University in 1995.

He has previously served on many boards and advisory committees, including the California Community Reinvestment Corporation, Abode Communities, NeighborWorks, the National Community Stabilization Trust, the Urban Land Institute, the Consumer Financial Protection Bureau, the American Real Estate and Urban Economics Association, the National Economic Association, and Freddie Mac.

The Federal Reserve Bank of Atlanta serves the Sixth Federal Reserve District, which covers Alabama, Florida, and Georgia, and parts of Louisiana, Mississippi, and Tennessee. The Bank has branches in Birmingham, Jacksonville, Miami, Nashville, and New Orleans.

MICHAEL S. STEELE

Political Analyst
MSNBC

MICHAEL S. STEELE

When he was elected Lt. Governor of Maryland in 2003, Michael Steele made history as the first African American elected to statewide office; and again with his subsequent chairmanship of the Republican National Committee in 2009.

As chairman of the RNC, Michael Steele was charged with revitalizing the Republican

Party. A self-described "Lincoln Republican," under Steele’s leadership the RNC broke fundraising records (over $198 million raised during the 2010 Congressional cycle) and Republicans won 63 House seats, the biggest pickup since 1938. His commitment to grassroots organization and party building at the state and local levels produced 12 governorships and the greatest share of state legislative seats since 1928 (over 760 seats).

As Lt. Governor of Maryland, Mr. Steele’s priorities included reforming the state's Minority Business Enterprise program, improving the quality of Maryland's public education system (he championed the State’s historic Charter School law), expanding economic development in the state and fostering cooperation between government and faith-based organizations to help those in need.

Mr. Steele’s ability as a communicator and commentator has been showcased through his current role as a political analyst for MSNBC. He has appeared on Meet the Press, Face the Nation, HBO's Real Time with Bill Maher, and Comedy Central's The Daily Show. In addition to his work in television, Mr. Steele co-hosted the daily radio program, Steele & Ungar on the POTUS Channel on SiriusXM and is the host of the podcast The Michael Steele Podcast.

Mr. Steele’s writings on law, business and politics have appeared in The Wall Street Journal, The Hill.com, The Grio.com, Politico.com, The Root.com, BET.com, Townhall.com, The Journal of International Security Affairs and Catholic University Law Review, among others.

 

He is the author of Right Now: A 12-Step Program for Defeating the Obama Agenda, which is a call to arms for grassroots America and co-author of The Recovering Politician’s Twelve Step Program to Survive Crisis.

Born at Andrews Air Force Base in Prince George’s County, Maryland, Mr. Steele was raised in Washington, DC. Upon graduating Johns Hopkins University (‘81’), he entered the Order of St. Augustine where studied for the priesthood. He is a graduate of Georgetown Law Center (’91), an Aspen Institute Rodel Fellow in Public Leadership, a University of Chicago Institute of Politics Fellow and currently a Senior Fellow at Brown University’s Institute for International and Public Affairs.

MARC MORIAL

President and CEO
National Urban League

Marc Morial

Marc Morial, who has been described as one of the few national leaders to possess “street smarts”, and “boardroom savvy”, is the current President and CEO of the National Urban League, the nation’s largest historic civil rights and urban advocacy organization.  

He served as the highly successful and popular Mayor of New Orleans as well as the President of the U.S. Conference of Mayors. He previously was a Louisiana State Senator, and was a lawyer in New Orleans with an active, high profile practice. 

He is a leading voice on the national stage in the battle for jobs, education, housing and voting rights equity. 

A graduate of Georgetown University Law Center, and the University of Pennsylvania, he has been recognized as one of the 100 most influential Black Americans by Ebony Magazine, one of the top 50 Non Profit Leaders by the Non Profit Times, one of the 100 Most Influential Black Lawyers in America and he has also been inducted into the International Civil Rights Walk of Fame in Atlanta, GA. 

Errol Louis

Founder and CEO
Impact Finance Center

Errol Louis

As Founder and CEO of Impact Finance Center, Stephanie is the creative force behind the National Impact Investing Marketplace with a goal to catalyze $1 Trillion in investment capital into social ventures by replicating and scaling infrastructure that was piloted in Colorado. By providing nonconflicted education, Impact Finance Center identifies, educates, and activates individuals and organizations who want to become impact investors and develops community infrastructures such as Impact Days (an impact investing marketplace), Impact Investing Institute, Who’s Who in Financial Innovation & Impact Investing (directory), Impact Investing Giving Circles (investor accelerators), and Impact Investor Collectives (investor clubs). The three-year pilot CO Impact Days has resulted in over 70 new impact investors, sourced over 550 social ventures, and catalyzed over 260 direct impact investments totaling $260M to date. Stephanie’s vision is driven by over 20 years of combined experience as an applied academic, investor, and practitioner at University of Colorado Real Estate Foundation and Center, the $100 million Eco Products Fund, The Nature Conservancy, USDA Forest Service, DOE Oak Ridge National Laboratory, the Journal of Wildlife Management, and several universities. She received her Ph.D. from the Boone and Crockett Wildlife Conservation Program at the University of Montana, and has a B.S. in Biology & Wildlife Management from the University of Wisconsin at Stevens Point and a M.S. in Ecology from Utah State University. Stephanie serves in a variety of other roles: State of Colorado Employee Ownership Commission; Visiting Scholar at the Tishman Environment and Design Center at The New School in New York City; Virginia Tech Center for Leadership in Global Sustainability Associate; Aspen Institute Environment Forum Scholar; Boone & Crockett Fellow; Denver Foundation Impact Investing Committee Member; Environmental Leadership Senior Fellow; Property and Environment Research Center Fellow; Ford Foundation Community Forestry Fellow; Boone and Crockett Professional Member; LegacyWorks Group Board Member; International Women’s Forum – Women’s Forum of Colorado Member and Trustee Emeritus; Realize Impact Investment Committee Member; Integrated Capital Institute Advisor; Full Spectrum Capital Partners Principal; and Net Impact’s Innovator in Residence.

José Cerda III

Vice President of External Affairs
IFF

José Cerda III

José Cerda III is Vice President of External Affairs at IFF, where he oversees public policy, communications, and resource development, and serves on the senior management team.  

José has a more than 25-year track record of developing, communicating, and advocating for effective public policy solutions.  Prior to IFF, he served as a Senior Advisor to Vice President Joe Biden; as a Special Assistant for Domestic Policy to President Bill Clinton; and as Chief of Policy for Mayor Richard M. Daley of Chicago. In addition, he has worked in the U.S. House of Representatives and Senate, as well as in Chicago’s Department of Planning and Development.  José is a graduate of Harvard University, where he studied government.

One of the nation’s leading Community Development Financial Institutions (CDFIs), IFF helps communities thrive by creating opportunities for low-income neighborhoods and individuals with disabilities. Since 1988, IFF has provided more than $1 billion in direct financing and leveraged over $3 billion in total community investment, with total managed assets of $850 million.

CHRYSTEL CORNELIUS

CEO
First Nations Oweesta Corporation

Chrystel Cornelius

Chrystel Cornelius is the CEO of Oweesta Corporation. As the only national Native CDFI intermediary, Oweesta’s mission is to provide opportunities for Native people to develop assets and create wealth by assisting in the establishment of strong, permanent institutions and programs, contributing to economic independence & strengthening sovereignty for Native communities. 

Chrystel has worked with Native communities for most of her professional career, with 20 years experience working in the Native & rural economic development field. She has a particular focus on implementing financing structures and financial products that propel individual & community wealth.

ANNIE DONOVAN

Chief Operating Officer
Local Initiatives Support Corporation

Annie Donovan

Annie Donovan is Chief Operation Officer of Local Initiative Support Corporation.  Immediately prior, she was a Senior Fellow at the Beeck Center for Social Impact and Innovation at Georgetown University and a Senior Fellow at the Center for Community Investment at the Lincoln Institute of Land Policy. Annie’s distinguished career in community development and impact investing includes serving as Director of the U.S. Department of the Treasury’s Community Development Financial Institutions Fund (CDFI Fund). Prior positions include CEO of CoMetrics, Inc; Senior Policy Advisor to the White House from 2012-2013, working collaboratively with the Office of Social Innovation and the Council on Environmental Quality; and Chief Operating Officer of Capital Impact Partners, a certified CDFI.

Annie has also been a thought leader and a board member of many of the highest performing organizations in the community development sector. She has published papers and articles for the National Academy for Public Administration, the Federal Reserve Bank of San Francisco, the Federal Reserve Bank of Boston, Forbes, the Skoll World Forum on Social Entrepreneurship, and the Milken Review. She has an undergraduate degree in Economics and an MBA in Finance.

LISA MENSAH

President and CEO
Opportunity Finance Network

Lisa Mensah

Lisa Mensah is President and CEO of Opportunity Finance Network (OFN), the nation’s leading network of Community Development Financial Institutions (CDFIs). OFN helps CDFIs leverage public funding with private investment from mainstream financial institutions, socially responsible investors, and philanthropic partners in underserved communities across America. Mensah joined OFN in March 2017.

In 2014, Mensah was nominated by President Obama and confirmed by the US Senate for the position of Under Secretary of Agriculture for Rural Development. Before this appointment, Mensah was the founding Executive Director of the Initiative on Financial Security at The Aspen Institute. Mensah began her career in commercial banking at Citibank before joining the Ford Foundation to manage the country’s largest philanthropic grant and loan portfolio of investments in rural America.

Mensah holds an M.A. from the Paul H. Nitze School of Advanced International Studies of The Johns Hopkins University and a B.A. from Harvard University.

KILOLO KIJAKAZI

Institute Fellow
Urban Institute

Kilolo Kijakazi

Kilolo Kijakazi is an Institute Fellow with the Urban Institute.  She works with staff across Urban to develop collaborative partnerships with organizations and individuals who represent those most affected by the economic and social issues Urban addresses, expand and strengthen Urban’s agenda of rigorous research on issues affecting these communities, effectively communicate the findings to diverse audiences, and recruit and retain a more diverse research staff at all levels.  Kilolo also conducts research on economic security, structural racism and the racial wealth gap. Previously she was a program officer at the Ford Foundation, focusing on building economic security for working families and effectively incorporating the expertise of people of color into all aspects of the work, including research, policy and practice.  Prior to that, Kilolo was a senior policy analyst for the Center on Budget and Policy Priorities where she specialized in Social Security, participated in a White House conference on Social Security, and provided testimony before Congress. She also served as a program analyst for the US Department of Agriculture, Food and Nutrition Service where she designed and monitored evaluations of the Food Stamp Program and non-custodial parents programs.  And she worked as a policy analyst for the National Urban League, Washington Operations where she focused on welfare reform. Kijakazi’s publications include African-American Economic Development and Small Business Ownership. She is a board member of the Winthrop Rockefeller Foundation; the National Academy of Social Insurance, and its Study Panel on Economic Security; The Policy Academies; and Liberation in a Generation. She, advises the Closing the Women’s Wealth Gap Initiative, is a co-chair of the National Advisory Council on Eliminating the Black-White Wealth Gap. She was a member of the Washington, DC Equitable Recovery Advisory Group, as well as a member of the Bipartisan Commission on Retirement Security and Personal Savings. Kijakazi holds a BS from SUNY Binghamton, an MSW from Howard University, and a PhD in public policy from the George Washington University.

DEDRICK ASANTE-MUHAMMAD

Chief of Race
Wealth and Community
National Community Reinvestment Coalition

Dedrick Asante-Muhammad

Dedrick Asante-Muhammad is Chief of Race, Wealth and Community at the National Community Reinvestment Coalition (NCRC).  He oversees NCRC's Fair Housing, Fair Lending and Small Business programs. Dedrick is known for his racial economic inequality analysis particularly as it relates to the racial wealth divide.

Dedrick comes from Prosperity Now where he was Senior Fellow and founder of the Racial Wealth Divide Initiative. Before Prosperity Now, Dedrick worked for the NAACP, where he was the Senior Director of the Economic Department and Executive Director of the Financial Freedom Center.  Dedrick has also worked for Reverend Al Sharpton’s National Action Network and the Institute for Policy Studies. 

MARLA BILONICK

Executive Director
Latino Economic Development Center

Marla Bilonick

Marla Bilonick was named LEDC's Executive Director in 2014. As Executive Director, she leads LEDC's regional efforts to drive the economic and social advancement of low- to moderate-income Latinos and other D.C. and Baltimore area residents, as well as in Western Puerto Rico; by equipping them with the skills and tools to achieve financial independence.

Prior, she worked for Seedco with businesses in Lower Manhattan affected by the 2001 attacks of 9/11 so that they could be retained and grow. This kicked off 20 years of work around small business resiliency that has been critical as we face the economic impacts of the COVID-19 pandemic. As director of the Upper Manhattan Business Solutions Center, her team worked with entrepreneurs in Harlem to launch and expand businesses. With DAI, she worked on microfinance projects in Bolivia, El Salvador, Mexico, Nicaragua, and her native Panama. She is a graduate of the University of Wisconsin-Madison and received her MA from the Johns Hopkins University School of Advanced International Studies-SAIS. 

Marla is a former Aspen Institute Emerging Leaders in Microbusiness Fellow and is a graduate of the Citi/Opportunity Finance Network (OFN)'s Leadership Program for Opportunity Finance at Wharton. She is a member of the Board of Directors for the following organizations: National Association of Community Asset Builders-NALCAB; National Housing Trust’s ICE-Institute for Community Economics; and the Opportunity Finance Network-OFN. She is also a founding member of the national League of Minority Voters' Board of Directors. She serves as an advisor on local government-facing committees in Washington, DC; Montgomery County. MD; and Baltimore City, MD as well as on DC Congresswoman Eleanor Holmes Norton's Latino Leaders Council. Marla also serves on community advisory councils for Capital One Bank, Wells Fargo Bank, and Truist Bank. She was named Capital One's Community Champion in 2015. Marla is also a Mom to three great kids and was featured in Washingtonian Mom magazine as a "Mom Crush" in 2014. 

ELLIS CARR

President and CEO
Capital Impact Partners

Ellis Carr

Ellis Carr has spent more than two decades addressing social and economic justice issues that impact underserved communities through his work in the financial services and community development sectors. That effort continues as the President and CEO of Capital Impact Partners, a role he was promoted to in 2016 after serving as the organization’s CFO for four years. Mr. Carr’s financial expertise was honed over many years in the private sector at Freddie Mac and Deutsche Bank. Mr. Carr graduated from Towson University with a BA in accounting and a master’s degree in real estate with a concentration in finance from Georgetown University.

BILL DALEY

Vice Chairman of Public Affairs
Wells Fargo

Bill Daley

Bill Daley joined Wells Fargo in November 2019 as vice chairman of Public Affairs and leads the company’s Communications, Government Relations & Public Policy, and Social Impact & Sustainability organizations. He has spent his career at the intersection of government and business. On the public side, he served as Chief of Staff in the Obama administration and Secretary of Commerce in the Clinton administration. On the private side, he is well-known and respected for his experience as a banking executive at JP Morgan and BNY Mellon. Bill is a thought leader on many topics, including leadership, business, the economy, and today’s political environment.

ALICE RODRIGUEZ

Managing Director
Head of JPMC Community Practices,
Engagement and Inclusion Development
JP Morgan Chase & Co.

Alice Rodriguez

Alice Rodriguez is Head of JPMC Community Practices, Engagement & Inclusion. She provides strategic counsel and serves as a central point for line of business community engagement initiatives and localization strategy. In this capacity, Alice works in partnership with Corporate Responsibility to bring together the best of business, philanthropy and policy efforts to drive inclusive economic growth and opportunity for all Americans.

Alice has 33 years of extensive banking experience with JPMorgan Chase and its predecessors. She has held executive positions in Business Banking, Consumer Banking and Wealth Management. Alice holds a BBA in Management from the University of Texas Rio Grande Valley. Her professional investment licenses include series 7, 9, 10 and 66.

JIM KING

President and CEO
Fahe

Jim King

Jim King is the President of Fahe, a regional, non-profit, financial intermediary based in Berea, Kentucky that provides collective voice and access to capital for the creation of housing and promotion of community development in Central Appalachia. 

Under Mr. King’s direction, Fahe’s membership network has grown from 28 to 48 members. In FY2011, Fahe made $44 million in direct investments, and with members served 6,000 families.  Additionally, total capital under management including loans serviced for other organizations topped $110 million.  Fahe and its members have built and/or preserved more than 69,000 homes, made over $269 million in direct investment for a total impact of $685 million.

Mr. King has led his organization to launch multiple new social enterprises, including equity funds for low-income housing tax credits, consulting services, and an alternative mortgage brokerage, JustChoice Lending. The impact and momentum of these efforts was recognized in the fall of 2009 when Fahe was awarded the Wachovia Wells Fargo NEXT Award for Opportunity Finance, celebrating Fahe’s creativity, accomplishments, and enduring importance in the service of low-income and low-wealth people.

 Mr. King completed the Achieving Excellence program at Harvard University’s John F. Kennedy School of Government in 2006.  He holds the MBA Degree in Economic Development from Eastern College, PA and the BA Degree in Economics and Accounting from Bluffton College, Ohio.  Jim serves on the board of the National Neighbor Works Association; Rural Steering Committee, Neighbor Works America; PLACE Board; CFED Single Family Finance Policy Group; Fannie Mae Advisory Board; National Rural Housing Coalition, Next Steps Board (Treasurer), and the board of HPAC (Chair).

He resides in Lexington Kentucky with his wife and four children.

MARGARET ANADU

Managing Director
Urban Investment Group
Goldman Sachs

Margaret Anadu

Margaret is head of the Urban Investment Group (UIG), a domestic, multi-asset class investing and lending business within the Merchant Banking Division (MBD) that provides equity and debt to real estate projects and social enterprises, as well as lending facilities to help small businesses grow and create jobs. Established in 2001, UIG has committed more than $9 billion to community and economic development investments, serving as a catalyst in the revitalization of underserved, predominantly minority communities. Margaret serves on the MBD Real Estate Investment Committee and is chair of the Urban Investment Group Capital Committee. She is also on the Board of Advisors of Launch With GS, Goldman Sachs’ $500 million commitment to invest in companies and investment managers with diverse leadership. Previously, Margaret worked in Equity Derivatives in the Securities Division. She joined Goldman Sachs as an analyst in 2003 and was named managing director in 2013 and partner in 2018. Margaret serves on the boards of several community and economic development organizations, including the Brooklyn Bridge Park Corporation, Center for an Urban Future, Core Innovation Capital, Low Income Investment Fund, New York Public Radio and The Africa Center. Margaret earned a BA in Computer Science from Harvard College in 2003.

DONNA GAMBRELL

President & CEO
Appalachian Community Capital

Donna Gambrell

Ms. Gambrell is President & CEO of Appalachian Community Capital, where she is responsible for attracting and directing investments to community development financial institutions (CDFIs) and mission-driven lenders that are ACC members. These members, in turn, make loans to small business owners, including minority- and women-owned businesses, in underserved communities in Appalachia. Prior to her current position, Ms. Gambrell served as the Director of the U.S. Department of the Treasury’s Community Development Financial Institutions Fund. She is the longest serving and first African American woman to be appointed to this position.

JODIE HARRIS

Director
CDFI Fund

Jodie Harris

Jodie Harris is the Director of the U.S. Department of the Treasury’s Community Development Financial Institutions Fund (CDFI Fund).  The CDFI Fund generates economic growth and opportunity in some of our nation’s most distressed communities. By offering tailored resources and innovative programs that invest federal dollars alongside private sector capital, the CDFI Fund serves mission-driven financial institutions that take a market-based approach to supporting economically disadvantaged communities. 

Jodie has worked in both the public and private sectors for over 25 years.  Following her start as a commercial real estate and community development credit analyst, Jodie served as president of a small non-profit consulting firm providing technical assistance and education to small businesses and entrepreneurs.  She spent several years in the Strategy and Business Architecture division of Accenture, LLC, working with a range of clients including financial institutions, nonprofits and technology companies.  Jodie has extensive experience in policy research, and worked as a policy analyst with New York University’s Institute for Education and Social Policy, and with the U.S. Department of Agriculture where she focused on low-income food programs.

Jodie joined Treasury in 2007 as an Associate Program Manager with the CDFI Fund, and later served as Senior Advisor to the Director of the CDFI Fund.   During her time with Treasury, she has managed grant programs and developed legislative and policy proposals for a wide range of issues with a focus on access to capital, community development banking, and financial inclusion.  Most recently, as the Director of Treasury’s Office of Small Business, Community Development and Affordable Housing Policy, Jodie led a team of policy analysts in the development of policies and programs that support community and economic development nationwide. 

Jodie originally hails from Philadelphia and completed her undergraduate studies at the University of Maryland.  She holds a MBA and MPA from New York University. 

INEZ LONG

President and CEO
Black Business Investment Fund

Inez Long

Inez Long, (MBA, University of Central Florida, BA Accounting, University of South Florida), has from 1991 to present, served as President/CEO of BBIF Florida. BBIF Florida, a CDFI, is a private revolving loan fund designed to create, promote and enhance business development though loans, education, training, technical assistance and advocacy. 

As President/CEO of BBIF Florida, a mission driven organization, Mrs. Long has raised over $25 million in operational and loan capital, financed over $38 million in loans, created and sustained over 10,958 jobs all while maintaining a loan loss rate of less than 3 percent. Her notable accomplishments as a leader are: (1) expansion of organizational loan capital from $1.2 million to $14.5 million, (2) geographic expansion of the organizational service area from four counties to statewide, (3) increased the number of organizational certifications from a Black Business Investment Corporation (BBIC) to now include certifications as a CDFI, CDE and a SBA Community Advantage lender, and (4) expanded the organization’s client base from Black businesses to now include other minority and underserved businesses. 

Mrs. Long has 28 years of experience in the financial services sector. She began her professional career in banking with Wells Fargo Bank (First Union) and later with SunTrust Bank, working in the areas of Credit Administration, Real Estate Finance, and Commercial Lending. She has served on numerous community boards and has served on a gubernatorial appointed board. Mrs. Long is married to Fitzhugh Long and they have three children and a niece; of which two are currently in college. 

FRAN SEEGULL

Executive Director
US Impact Investing Alliance
Ford Foundation

Fran Seegull

Fran Seegull is the Executive Director of the U.S. Impact Investing Alliance. The Alliance works to increase awareness of impact investing in the United States, foster deployment of impact capital across asset classes globally, and partner with stakeholders, including the government, to build the impact investing ecosystem.

Seegull was the Chief Investment Officer and Managing Director of Investments at ImpactAssets where she headed investment management for The Giving Fund—an impact investing donor advised fund. Seegull also oversaw product development and managed the Global Sustainable Agriculture and Microfinance Plus Notes.

Prior to joining ImpactAssets, Seegull was Managing Director at Funk Ventures, an early-stage impact venture capital firm. She also served as Vice President of Business Development at Novica, an online retailer of products made by artisans in Asia, Africa and Latin America.

Seegull has a BS in Economics from Barnard College at Columbia University and an MBA from Harvard Business School. She serves on the Investment Committee of Align Impact, the Investment Advisory Committee of RSF Social Finance and the Advisory Council to the Case i3 Initiative on Impact Investing at Duke University. She tweets on impact investing at @franseegull.

MORGAN SIMON

Founding Partner
Candide Group

Morgan Simon

Morgan Simon has close to two decades of experience making finance a tool for social justice. In that time she has influenced over $150B and is a regularly sought out expert on impact investing. Her book, Real Impact: The New Economics of Social Change has been featured everywhere from Harvard Business School to the United Nations. She is a regular voice in media and an active investor as Founding Partner of Candide Group, a Registered Investment Advisor. Candide Group works with families, foundations, athletes and cultural influencers who want their money working for justice.

ROBERT VILLARREAL

Executive Vice President
CDC Small Business Finance

Robert Villarreal

Robert Villarreal has over 19 years of experience in community economic development and non-profit management. He is currently Senior Vice President of Community Development for CDC Small Business Finance (CDC) where he oversees the organizations community lending programs and economic development initiatives, including the SBA 7a program and CDFI lending initiatives. Prior to joining CDC, Villarreal was the Market Development Manager for Bank of America where he managed the bank’s sponsorship and philanthropic programs in the San Diego market. He also served as the inaugural President/CEO of the San Diego County Hispanic Chamber of Commerce. Villarreal is a graduate of UC San Diego with undergraduate degrees in Political Science and Anthropology. He has an MA in International Political Studies from the Monterey Institute of International Studies and completed three years of doctoral studies in Anthropology at UC Santa Barbara. Villarreal is a member of a number local and State wide board of directors and is currently the Chairman of the Union Bank Community Advisory Board. He is an avid runner and has completed the Rock-n-Roll Marathon on two occasions. He resides in Chula Vista with his wife Annabelle and they currently have a son in college.

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As Founder and CEO of Impact Finance Center, Stephanie is the creative force behind the National Impact Investing Marketplace with a goal to catalyze $1 Trillion in investment capital into social ventures by replicating and scaling infrastructure that was piloted in Colorado. By providing nonconflicted education, Impact Finance Center identifies, educates, and activates individuals and organizations who want to become impact investors and develops community infrastructures such as Impact Days (an impact investing marketplace), Impact Investing Institute, Who’s Who in Financial Innovation & Impact Investing (directory), Impact Investing Giving Circles (investor accelerators), and Impact Investor Collectives (investor clubs). The three-year pilot CO Impact Days has resulted in over 70 new impact investors, sourced over 550 social ventures, and catalyzed over 260 direct impact investments totaling $260M to date. Stephanie’s vision is driven by over 20 years of combined experience as an applied academic, investor, and practitioner at University of Colorado Real Estate Foundation and Center, the $100 million Eco Products Fund, The Nature Conservancy, USDA Forest Service, DOE Oak Ridge National Laboratory, the Journal of Wildlife Management, and several universities. She received her Ph.D. from the Boone and Crockett Wildlife Conservation Program at the University of Montana, and has a B.S. in Biology & Wildlife Management from the University of Wisconsin at Stevens Point and a M.S. in Ecology from Utah State University. Stephanie serves in a variety of other roles: State of Colorado Employee Ownership Commission; Visiting Scholar at the Tishman Environment and Design Center at The New School in New York City; Virginia Tech Center for Leadership in Global Sustainability Associate; Aspen Institute Environment Forum Scholar; Boone & Crockett Fellow; Denver Foundation Impact Investing Committee Member; Environmental Leadership Senior Fellow; Property and Environment Research Center Fellow; Ford Foundation Community Forestry Fellow; Boone and Crockett Professional Member; LegacyWorks Group Board Member; International Women’s Forum – Women’s Forum of Colorado Member and Trustee Emeritus; Realize Impact Investment Committee Member; Integrated Capital Institute Advisor; Full Spectrum Capital Partners Principal; and Net Impact’s Innovator in Residence.

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