2014 CDFA California Financing Roundtable Conference
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CDFA California Financing Roundtable

2014 CDFA California Financing Roundtable Conference

--Financing Economic Development: Best Practices & Steadfast Programs--

Thursday, October 9, 2014
Long Beach, California

CDFA would like to thank the following organizations for sponsoring the 2014 California Financing Roundtable Conference in partnership with CALED.

Venue Sponsor

Downtown Long Beach Associates

Annual Roundtable Sponsor

Kutak Rock
Piper Jaffray & Co.

Conference Premium Sponsor

Growth Capital Associates, Inc.
Public Financial Management
Renewable Funding.

Conference Supporting Sponsor

Bridge Strategic Partners
Federal Home Loan Bank San Francisco
Goldfarb & Lipman LLP
Kosmont Companies
Kronick Moskovitz Tiedemann & Girard

For information about sponsoring the CDFA California Financing Roundtable, review the sponsor prospectus and complete our sponsorship agreement or contact CDFA.


Join CDFA and CALED for the California Financing Roundtable Conference on October 9, 2014 as we focus on "Financing Economic Development: Best Practices & Steadfast Programs." This one-day event will feature a number of economic development finance experts and leaders from around the state discussing development finance tools, resources, authorities, and approaches and how these methods can move California’s economy forward. Topics to be discussed include bonds, public-private partnerships, loan funds, innovation capital, tax credits, EB-5 and much more.

CDFA is excited to partner with CALED to host this specialized initiative for the economic development and project finance professionals in the state. The event will be held at the Hotel Maya in Long Beach. Register today to reserve your spot at the 2014 California Financing Roundtable Conference.

Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program and submit your application today.


The agenda is subject to change. Check this page regularly for confirmed speakers and other updates.

8:30 am Registration Opens

9:00 – 9:15 am Welcoming Remarks & Introduction

The CDFA California Financing Roundtable is dedicated to developing a sustainable economic development finance industry for the state of California. A collection of finance leaders from across the state, the Roundtable brings together the development finance industry through education, news and research. The 2014 CDFA California Financing Roundtable Conference marks the second live event of this exciting initiative.


Kraig Kojian
President & CEO
Downtown Long Beach Associates

Katie Kramer
Vice President
Council of Development Finance Agencies

Bruce Stenslie
President & CEO
Economic Development Collaborative of Ventura County

9:15 – 10:15 am The California Bond Market

Tax-exempt bonds are the bedrock of public finance. They have been used to help build thousands of public and private projects, from roads and bridges to sewers and dams, manufacturing plants and low-income housing. During this session, speakers from bond agencies and capital markets firms will describe the current bond market and explore bond financing case studies that address critical infrastructure needs, support community development initiatives, and drive business and industry investment.


Sam Balisy, Esq.
Kutak Rock LLP

Caitlin Lanctot
Program Manager
California Statewide Communities Development Authority

Dennis McGuire
Managing Director, Public Finance
Piper Jaffray & Co.

10:15 – 10:30 am Networking Break

10:30 – 11:15 am Infrastructure & Revitalization Finance Realities

In the wake of an economic downturn, many communities are left with sites, projects, districts, or entire urban cores requiring revitalization and new infrastructure. As a solution to these challenges, tools such as Special Assessment Districts, Transit Oriented Development and Brownfield Remediation have emerged as strategies to concentrate development opportunities into targeted locations. Within this session, presenters will discuss their experiences using these powerful finance mechanisms to catalyze public improvements that spur private investment.


Constantine Baranoff
Kronick Moskovitz Tiedemann & Girard

Ignacio Dayrit
Director of Programs
Center for Creative Land Recycling

Aaron Laurel
Economic Development Manager
City of West Sacramento

11:15 am – 12:00 pm California State Financing Programs

While most development finance programs are available throughout the nation, there are several unique financing programs available at the state level as well. During this session, officials from state organizations will discuss the past, present, and future of economic and community development in California. Don’t miss this opportunity to hear the latest information on California’s new programs and initiatives for supporting growth in communities.


Reneé Webster-Hawkins
Executive Director
California Pollution Control Finance Authority


Deana Carrillo
Executive Director
California Alternative Energy & Advanced Transportation Financing Authority

Jeff Malin
Senior Business Development Specialist, California Business Investment Services
California Governor’s Office of Business and Economic Development (GO-Biz)

12:00 – 1:15 pm Lunch – P3 Case Study: New Long Beach Civic Center

In February 2014, the City of Long Beach issued an RFP for a development partner to develop, design, build, finance, operate, and maintain a new City Hall, Main Library, Port Headquarters and potential related downtown development. Join project sponsors as they discuss this project, its challenges and financing structure involved in this Public-Private Partnership.


Orion Fulton
Senior Manager


Rich Anthony
Deputy City Attorney
City of Long Beach

Ignacio Barandiaran
Project Director

Amy Bodek
Development Director
City of Long Beach

1:15 – 2:15 pm Making the Most of EB-5 in California

The EB-5 Program is a federal foreign direct investment, immigration, and regional economic development program that provides access to capital to U.S. businesses and creates American jobs at no expense to the American taxpayer. Use of the program has rapidly gained momentum in the last few years throughout the country, and California is no exception. Here, experts will share basics of the program, case studies and considerations for using this valuable tool in California.


Kraig Schwigen
Vice President
CMB Regional Centers

Lincoln Stone
Stone Grzegorek & Gonzalez LLP

2:15 – 2:30 pm Networking Break

2:30 – 3:15 pm Development Finance in California’s Small Towns and Rural Communities

Small towns and rural communities throughout California face unique development financing challenges and needs such as downtown revitalization, food systems, infrastructure and energy finance. This session will focus on recommended practices and innovative solutions to make financing economic development in these areas more effective.


Charles M. Clendenin
Business & Cooperative Program Director
United States Department of Agriculture

James Hamill

Bridge Strategic Partners

3:15 – 4:00 pm Exploring New Markets Tax Credits in California

California is working to become one of a handful of states to utilize a state New Markets Tax Credit program. Paired with the federal NMTC program, this financing resource can make a difference in catalyzing business and real estate development. This session will explore the status of the California New Markets Tax Credit program as well as look at the federal program's interaction with the state structure. Representatives from the tax credit community in the state will lead attendees through case studies and program overviews.


Timothy Karp
Vice President, Community Development Banking
Chase New Markets Tax Credit Group

Albert Lemus
Senior Vice President

Lowe Enterprises, Inc.

Beth Mullen, CPA
Partner, National Director - Affordable Housing Industry
CohnReznick LLP

4:00 pm Closing Remarks


Katie Kramer
Vice President
Council of Development Finance Agencies

4:00 – 5:00 pm CDFA Excellence Awards Presentation and Networking Reception

The CDFA California Financing Roundtable is as much about education as it is about networking and engagement. Stay after the conference to help honor our four award winners for the CDFA California Roundtable Excellence Awards while enjoying drinks with fellow colleagues, sponsors and CDFA staff.


The 2014 CDFA California Financing Roundtable Conference will take place at the Hotel Maya.

Hotel Maya
700 Queensway Drive
Long Beach, CA 90802
Phone: 562-435-7676

From the 110 Freeway South:
Take 110 S to 405 S towards Long Beach. Continue on 405 S, then merge onto the 710 Freeway south towards Long Beach. Stay in the left lane heading towards Downtown/Aquarium immediately after the Anaheim Street exit. Exit left on Broadway Avenue/Aquarium. Turn left on Magnolia. Drive straight over Queensway Bridge and exit the first right. Follow signs to Hotel Maya.

From the 405 Freeway South:
Take 405 S toward Long Beach. Merge onto the 710 S toward Long Beach. Stay in the left lane heading towards Downtown/Aquarium immediately after the Anaheim Street exit. Exit left on Broadway Avenue/Aquarium. Turn left on Magnolia. Drive straight over Queensway Bridge and exit the first right. Follow signs to Hotel Maya.

From the 405 Freeway North:
Take 405 N to 710 S toward Long Beach. Stay in the left lane heading towards Downtown/Aquarium immediately after the Anaheim Street exit. Exit left on Broadway Avenue/Aquarium. Turn left on Magnolia. Drive straight over Queensway Bridge and exit the first right. Follow signs to Hotel Maya.

Self-parking is available at the Hotel Maya at a rate of $12 per day.


Registration rates vary depending on whether you are a CDFA member or non-member.

Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program and submit your application today.

CDFA Member: $125
Non-Member: $175