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CDFA New York/New Jersey Conference


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Join CDFA for the New York/New Jersey Financing Roundtable Conference on September 17, 2015. This one-day event will feature a number of economic development finance experts and leaders from both states as they discuss the development finance tools and resources that foster proactive investment in the region's assets and accelerate economic growth.

The conference will take place at the PSEG Corporate Headquarters in Newark, NJ and is supported by dozens of the region's finest development finance leaders. Register today to reserve your spot. 

In addition, attendees are invited to attend a pre-conference trolley tour and reception on Wednesday, September 16 from 3:00 to 6:00 pm. Join CDFA and the NJEDA for a tour of Newark’s recent development projects including, Military Park, the Panasonic Building, Prudential, NJ PAC and more! A team of economic and community development leaders from Newark and the State, will provide a peek behind the scenes at Newark’s renaissance. Register today to reserve your spot on the trolley tour, space is limited!  

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



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

Wednesday, September 16

3:00 - 6:00 pmSpecial Pre-Conference Trolley Tour & Reception Hosted by the NJEDA

Join us for a tour of Newark’s recent development projects including, Military Park, the Panasonic Building, Prudential, NJ PAC and more! A team of economic and community development leaders from Newark and around the State, will provide a peek behind the scenes at Newark’s renaissance. The CDFA New York/New Jersey Financing Roundtable is as much about education as it is about networking and engagement. Stay after the trolley tour to enjoy a cocktail with fellow colleagues, sponsors and CDFA staff.

Tour will start and end at Edison Ale House, 51 Edison Pl, Newark, NJ 07102. Tour will begin promptly at 3pm, please arrive no later than 2:45pm.

Thursday, September 17

8:30 amRegistration Opens

9:00 - 9:15 amWelcoming Remarks


Katie Kramer
Vice President
Council of Development Finance Agencies

Ralph LaRossa
President & COO

The CDFA New York/New Jersey Financing Roundtable exists to spread knowledge of best practices within the region’s development finance industry. To kick off the third annual CDFA New York/New Jersey Financing Roundtable Conference, CDFA will deliver welcoming remarks and provide an overview of the nation’s development finance climate.

9:15 - 10:15 amInfrastructure Project Financing

In the wake of an economic downturn, many communities are left with sites, projects, districts, or entire urban cores requiring redevelopment and revitalization. As a solution to these challenges, tools such as Tax Increment Financing, Special Assessment Districts, and Brownfield Remediation have proven to be crucial tools 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.


Eric Rothman
HR&A Advisors, Inc.


Brian Kowalski
Saul Ewing, LLP

Leah Yasenchak, PhD
Brownfield Redevelopment Solutions, Inc.

10:15 - 10:30 amNetworking Break

10:30 - 11:30 amOpportunities in Debt & Capital Markets Financing

Debt financing remains the most powerful financing tool for most types of development, even while markets and regulations keep issuers, borrowers and investors on their toes. Hear from our expert panel as they discuss today’s bond market in New York and New Jersey and potential economic development impacts of bond finance and other debt instruments.


David Safer
Vice President
The Bank of New York Mellon


Dennis Enright
NW Financial Group, LLC

Abby Pugliese
Squire Patton Boggs

Lauren Trialonas
Senior Associate
Squire Patton Boggs

11:30 am - 12:15 pmUnlocking Rural Finance

Small towns and rural communities throughout New York and New Jersey 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.


Kayla Gross
CohnReznick LLP

Christopher Shaffner
Vice President

12:15 - 1:30 pmLunch - 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 both state organizations will discuss the past, present, and future of economic and community development in New York and New Jersey. Don’t miss this opportunity to hear the latest information on each state’s new programs and initiatives for supporting growth in their communities.


Brian McMahon

Executive Director
New York State Economic Development Council


Leslie Anderson
Executive Director
New Jersey Redevelopment Authority

Rachael Dubin
Director of Community Economic Development Programs
Empire State Development Corporation

Maureen Hassett
Senior Vice President
New Jersey Economic Development Authority

1:30 - 2:30 pmFinancing Tools for Not-for-Profits

Qualified 501(c)(3) Bonds have been used to finance such diverse nonprofit facilities as nursing homes, hospitals and K-12 schools. Within this session, presenters will discuss their experience using Qualified 501(c)(3) Bonds and discuss how to maximize this tool in New York and New Jersey.


John Bitar
Windels Marx Lane & Mittendorf


Joseph Bosch
Managing Director
Janney Montgomery Scott 

Jeffrey Lee
Senior Vice President
New York City Economic Development Corporation

2:30 - 2:45 pmNetworking Break

2:45 - 4:00 pmAttracting Global Investments with EB-5

One of the first steps to successfully using EB-5 as a form of financing is identifying potential investors. During this session, learn about industry best practices for building credible relationships with overseas partners and develop a better understanding of the motivations behind investors’ decisions to put their personal wealth and immigration status at risk to move to the U.S.


Clem Turner
Homeier & Law, PC


Rogelio (Roy) Carrasquillo
Akerman LLP

Cam Turner
United Fund Advisors

Josephine Wang
Managing Partner
New Jersey EB-5 Regional Center

4:00 pmClosing Remarks


The 2015 CDFA New York/New Jersey Financing Roundtable Conference will take place at the PSEG Corporate Headquarters in Newark.

PSEG Corporate Headquarters
80 Park Plaza
Newark, NJ 07102
Phone: 973-430-7000

Driving Directions
From New Jersey Turnpike: Exit at Interchange 15E to signs for Newark (Raymond Blvd.). Proceed west on Raymond Blvd. for 2.2 miles, passing under railroad at Pennsylvania Station. Go 2 blocks to PSEG.

From Garden State Parkway: Take Exit 145 in East Orange (sign reads "The Oranges-Harrison") onto Interstate 280 eastbound. Go approximately 2 miles to Exit 14A (King Blvd.), turn right to first light (Orange St.), make left on Orange St., go to 3rd light (Broad St.), turn right, go 5 lights on Broad St., follow sign that reads PARK PLACE. Proceed for 3 lights, PSEG building on right. t property. Main entrance for resort is to the left of Griffin Gate Drive.

From Newark Penn Station (Walking Directions): Penn Station Newark is two blocks from PSEG and a stop on the PATH, AMTRAK and New Jersey Transit trains. After disembarking, walk through the terminal and up the staircase with the "To Gateway Center" awning. Proceed to the revolving doors and continue walking through to Gateway Center complex (make a left turn at the Hilton Gateway entrance, and a right at Everything Yogurt). Walk the full length of the Gateway Complex and exit the building onto Mulberry Street (make a right turn onto Mulberry Street). Walk 3 blocks up to Raymond Boulevard. PSEG Corporate Headquarters is on the corner of Raymond Boulevard and Mulberry Street (across from the Commerce Food Court/PNC Bank/ Edible Arrangements).

Parking is available at the Raymond Boulevard Parking Garage for $15.00 for up to 10 hours.


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, Presented by PFM and submit your application today.

Standard Rates
CDFA Member: $125
Non-Member: $175


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