Filtering by: National OZ Summit

Mar
11
4:30 PM16:30

Social Venture Marketplace & Reception (Sponsored by Commons on Champa)

Mar 11: 4:30-7:30

Location: Four Square Ballroom

Opportunity Zone Social Venture Marketplace (Sponsored by Commons on
Champa)

Please join us on Monday night to celebrate 30 social entrepreneurs, projects, nonprofit social enterprises, small businesses, startups, and funds that qualify for Opportunity Zones in Colorado, as well as others who are raising impact investment capital for them to do well by doing good. In addition to local entities, we've invited guests from around the country to also present their social ventures, with colleagues coming from Philadelphia, New Mexico, Minneapolis, Minnesota, East Bay Oakland, to name a few.

Please see www.coimpactdays.org/socent for the up to date list of of social ventures.
Bitsbox


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Mar
11
3:15 PM15:15

Opportunity Zones and Preview of the Social Venture Marketplace

Mar 11: 3:15-4:30

Location: Marco Polo

Opportunity Zones and Preview of the Social Venture Marketplace

CO Impact Days and Impact Investment Institute has sourced over 500 projects, nonprofits, small businesses, startups, cooperatives, and funds since 2015, several of which qualify as Opportunity Zone investments. The CO Impact Days Social Venture Marketplace (https://impactfinctr.co/marketplace) on Monday, March 11 and Tuesday, March 12 from 5:00-7:30 will showcase social ventures including several Opportunity Zones.  The following session will preview several of the OZ investments and the platform StageExchange. Additionally, Jana Persky will discuss the State of Colorado’s platform (coinvest.co), the

Speakers:

Jana Persky, Strategic Initiatives Manager, Colorado Office of Economic Development and International Kerianne Leffew, Community Organizer Impact Finance Center

Jacqui Dietrich, Strategic Manager, Commons on Champa

Rushell Hopkins, Director of Implementation and Training, StageXchange

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Mar
11
2:30 PM14:30

Impact Opportunity Zone Funds - Businesses

Mar 11 2:30-3:15

Location: Marco Polo

Session Title: Impact Opportunity Zone Funds - Businesses

Opportunity Zones and Businesses

While Opportunity Zone investments in real estate have occurred, those seeking to invest in businesses await further guidance. Rubén Hernández of Devlabs will share how their current high-impact, micro-VC fund lays the groundwork for a high impact Opportunity Zone fund. Valerie Red-Horse Mohl, Executive Director of Social Venture Circle will share the latest guidelines regarding impact metrics in Opportunity Zones and discuss views on impact investors’ diligence and structuring of deals into impact businesses in OZs. Heather Dawn Thompson, Lead Manager of Tribal Opportunity Zones Venture Group will discuss the benefits of investing in Indian Country and some of the OZ business deals they are reviewing on Tribal Reservations.

Speakers:

Dominick Sekich (Moderator), Partner, Moye-White

Rubén Hernández, Managing Partner Devlabs

Valerie Red-Horse, Executive Director, Social Venture Circle

Heather Thompson, Manager Tribal Opportunity Zone Venture Group


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Mar
11
1:30 PM13:30

Community Real Estate Ownership Model

Mar 11: 1:30-2:15
Location: Marco Polo
Community Real Estate Ownership Model

What if every real estate investment, every small business, every startup, and every nonprofit social enterprise could have a portion owned by communities of place, interest, and/or identity, whether or not these communities are accredited or non-accredited investors? The following session will explore a specific Opportunity Zone real estate transaction and outline how such a transaction could come to pass.

Speakers:

Speakers:

Tracey Stewart, Investment Director, Family Economic Security, Gary Community Investments

Deidre Johnson, CEO & Executive Director, Center for African American Health

Ken Tsunoda, Vice President of Development, TechSoup

Eve Picker, Founder SmallChange.com

Dr. Stephanie Gripne, Founder and CEO, Impact Finance Center, CO Impact Days and Impact Investing Institute

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Mar
11
12:15 PM12:15

Lunch Keynote National Trends Panel

Mar 11 12:15-1:30

Location: Marco Polo

National Trends Panel

Elizabeth Garlow of the Lumina Foundation and Agnes Dasewicz of The Rockefeller Foundation have attended dozens of Opportunity Zone meetings throughout the country and will share their perspective around national trends and what we should do in Colorado to best position ourselves for success.

Speakers:

Elizabeth Garlow, Lumina Impact Ventures, Lumina Foundation

Agnes Dasewicz, Fellow, The Rockefeller Foundation

Chintan Panchal (Moderator), Founder RPCK  



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Mar
11
11:15 AM11:15

Opportunity Zones, City of Denver and Local Foundation Partners

Mar 11: 11:15-12:00
Location: Marco Polo

Opportunity Zones, City Of Denver and Local Foundation Partners

Jeff Romine of the City of Denver will be joined by Rich Hoops of The Hoops Family Foundation and Tracey Stewart of Gary Community Investments on a panel to answer questions about Opportunity Zone real estate and business investments that have a high likelihood of positively benefiting the community. Come learn about how you can engage the City, local funders, and key stakeholders for high impact OZ investment opportunity.


Speakers:

Sharon Schneider, (Moderator) Executive Director, Telluray Foundation

Jeff Romine, Chief Economist & Strategic Advisor, City and County of Denver

Rich Hoops, Hoops Family Foundation and Co-Founder of Impact Hub Boulder

Tracey Stewart, Investment Director, Family Economic Security, Gary Community Investments



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Mar
11
10:30 AM10:30

Opportunity Zones - Top 10 Misconceptions and Innovative Structures

Location: Marco Polo

Opportunity Zones - Top 10 Misconceptions and Innovative Structures

The following session will provide an overview of the top 10 misconceptions of Opportunity Zones and Innovative Structures.

Speakers:

Beth Pendergrast, Attorney, Michael Best & Friedrich LLP

RJ McArthur, Partner, Plante Moran

Chantal Unfug, (Moderator) Director, Colorado's Division of Local Government


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Mar
11
9:45 AM09:45

Impact Investing 101 + CO Impact Days Meets Opportunity Zones

Mar 11: 9:45-10:30

Location: Marco Polo

CO Impact Days Meets Opportunity Zones

Dr. Stephanie Gripne, Founder and CEO, Impact Finance Center, CO Impact Days and Impact Investing Institute  

Impact Finance Center Background

Thank you for the opportunity to better inform you about Impact Finance Center (IFC), CO Impact Days, Impact Investing Institute and our plans to scale, replicate, and create the National Impact Investing Marketplace. Just as Accelerators such as TechStars, Village Capital, or 500 Startups identify, educate, and invest in entrepreneurs, Impact Finance Center is an Accelerator for individuals and organizations who want to become impact investors, through a process of identification, education, and activation. IFC was founded in 2012 and is a nonprofit academic center that forms partnerships with academic institutions. Founded in 2015, IFC’s flagship initiative, CO Impact Days and Impact Investing Institute, a three-year effort to catalyze $100M of investment in social ventures and is the first-ever statewide marketplace for impact investing and Phase 1 of the National Impact Investing Marketplace. Since inception, we completed over 170 presentations and courses to over 5,000 participants as part of CO Impact Institute and CO Impact Days 2016 and 2017 together showcased more than 150 social ventures, connecting them to mentors, partners, and impact investment capital.  We are embarking on a formal evaluation of direct, indirect, and community successes from 2015-17. Early estimates indicate that 258 direct impact investments of $201M have been completed in addition to upgrading the governance of several asset owners.

How do we create the National Impact Investing Marketplace? We do it by scaling CO Impact Days and Impact Investing Institute to a regional Rocky Mountain Impact Days and Impact Investing Institute while replicating it throughout the U.S to develop six regional marketplaces.

We have all the pieces of the puzzle on the table. Now we need to scale and commercialize the solution. Our goal is to create the National Impact Investing Marketplace by 2030. Our strategy is simple.

  1. We need to identify, educate, and activate more impact investors faster and more efficiently

  2. We create a financially self-sustaining model

The three tactics will use to achieve that will be:

  1. Develop a social enterprise model for Impact Finance Center (IFC), CO Impact Days, and Impact Investing Institute that will result in a financially self-sustaining social enterprise. We plan to develop a sliding scale solution that will be a white label our existing 30+ impact investing courses and then sell them for low cost to associations such as community foundations and philanthropic supporting organizations.

  2. Launch pilot Impact Investing Giving Circles, a critical part of Impact Investing Institute that will identify, educate, and activate more impact investors at scale.

  3. Expand the Outsourced Chief Investment Advisor and Outsource Impact Investing Department Impact Lab models to provide curriculum, education, and technical assistance for higher education institutions, community foundations, and other asset owners.

You can read how it fits into our national vision that was published in the Foundation Review  ”Laying the Groundwork of the National Impact Investing Marketplace,” which builds off of the Forbes article.





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Mar
11
8:00 AM08:00

Opening Remarks Keynote: Opportunity Zones Meets Impact Days

March 11 8:00-8:45

Location: Marco Polo

Opening Remarks

The following session will introduce both the CO Impact Days 2019 and The National Opportunity Zone Summit, which has become the largest place-based impact investing community in the U.S. Founded in 2015, Impact Finance Center's flagship initiative, CO Impact Days and Impact Investing Institute is a three-year effort to catalyze $100M of investment in social ventures. While CO Impact Days has already surpassed the original objectives of catalyzing over $201M in impact investments before the third CO Impact Days. This year’s conference will focus on “Thriving Economies: Community Ownership, Opportunity Zones, and Full Spectrum Capital.”  

Speakers:

Rich Hoops, Hoops Family Foundation and Co-Founder of Impact Hub Boulder

Dr. Stephanie Gripne, Founder and CEO, Impact Finance Center, CO Impact Days and Impact Investing Institute

Jana Persky, Strategic Initiatives Manager, Colorado Office of Economic Development and International Trade

Chantal Unfug, Director, Colorado's Division of Local Government



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