FRBB: Orientation to the Capital Markets

Thursday, May 1, 2003
8:00-4:30 pm
Federal Reserve Bank of Boston, New England Room

Presentations
Some presentations can be viewed as portable document files (PDFs). Adobe's free Acrobat Reader software is required to view and print PDFs. Speaker biographies are also available.

8:00 am	Continental Breakfast and Registration

9:00 am	Welcome and Introductions Lynn E. Browne, Executive Vice President, Federal Reserve Bank of Boston Kevin Smith, Senior Vice President, Fannie Mae Foundation John Nelson, Co-Director, Wall Street Without Walls

9:15 am	Assessment of the Current Environment for CBDOs (14KB) John Nelson, Co-Director, Wall Street Without Walls

11:00 am	Surviving & Growing in this Environment (700KB) Charles Tansey, Senior Policy Advisor, Neighborhood Reinvestment Corporation

11:45 am	Obstacles to the Capital Markets (960 KB) Greg Stanton, Co-Director, Wall Street Without Walls

12:30 am	Lunch Moderator: Michael Swack, Dean, Southern New Hampshire University School of Community Economic Development Panelists: Steve Joseph, Managing Director, Sandler O'Neil Gregory Anderson, Senior Vice President, Advest Rachelle Taqqu, Director of Lending, Boston Community Capital

2:00 pm	Preparing for the Capital Markets Moderator: Dan Sheehy, President & CEO, Impact Community Capital Panelists: Documentation: Peter Humphreys, Partner, Dewey Ballantine LLP Portfolio Management & Risk Assessment: Dan O'Grady, Senior Vice President, Ormes Capital Markets Inc. Collaboration Strategies: Greg Stanton, Wall Street Without Walls Technology, Data Collection, Analysis & Dissemination (200KB) Douglas Criscitello, Vice President, JP Morgan Chase

4:00 pm	Wall Street Without Walls Institute & Technical Assistance Greg Stanton & John Nelson, Wall Street Without Walls

4:30 pm	Closing Comments & Reception Marilyn Weekes, Community Affairs Officer, Federal Reserve Bank of Boston

Collaborative Partners
Federal Reserve Bank of Boston
Wall Street Without Walls
Fannie Mae Foundation

Resources
Expanding Capital Resources for Economic Development: An RLF Demonstration
Kelly Robinson, 2001
http://12.39.209.165/ImageCache/EDAPublic/documents/pdfdocs/
1g3_5f17_5fcapresources_2epdf/v1/1g3_5f17_5fcapresources.pdf

Creating Capital, Jobs and Wealth in Emerging Domestic Markets: Financial Technology Transfer to Low-Income Communities
Glenn Yago, Betsy Zeidman, Bill Schmidt, January 2003
http://www.milkeninstitute.org/publications/publications.taf?
function=detail&ID=259&cat=ResRep

Unblocking Obstacles to Capital Markets for Community Development Lenders (120KB)
Prepared by Gregory M. Stanton