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CDFA New York/New Jersey Conference
September 14, 2017
New York, NY


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Join the CDFA New York/New Jersey Financing Roundtable on September 14, 2017 for a special one-day conference hosted at the offices of BNY Mellon in New York City. This event will feature a number of economic development finance experts from around the states discussing development finance tools, authorities, resources and approaches, and how these can affect the New York and New Jersey economies going forward.

Register today to reserve your spot at the 2017 CDFA New York/New Jersey Financing Roundtable Conference.



2017 CDFA New York/New Jersey Financing Conference Agenda

Thursday September 14, 2017

Thu 09:00 AM - 09:30 AM
Registration Opens
Thu 09:30 AM - 10:00 AM
Welcoming Remarks
The CDFA New York/New Jersey Financing Roundtable exists to spread knowledge of best practices within the state’s development finance industry. To kick off the CDFA New York/New Jersey Financing Roundtable Conference, CDFA President & CEO Toby Rittner will deliver welcoming remarks.
  • Toby Rittner, President & CEO, Council of Development Finance Agencies
  • Thu 10:00 AM - 10:45 AM
    State Programs and Legislative Update
    Industry experts from around the state and from various federal agencies will discuss development finance programs and their potential to spur job creation and growth in the economic development industry. This session will also feature a panel discussion on the latest development finance legislation and their potential effects on the economic development industry in Albany, Trenton, and Washington, DC.
  • Kenneth W. Bond, Senior Partner, Squire Patton Boggs
  • Jason Capizzi, Member, Waters McPerson McNeill, P.C.
  • Maureen Hassett, Senior Vice President of Governance, Communications and Strategic Initiatives, New Jersey Economic Development Authority
  • Thu 10:45 AM - 11:00 AM
    Networking Break
    Thu 11:00 AM - 12:00 PM
    Infrastructure Finance in New York & New Jersey
    Just as infrastructure development acts as a catalyst for economic growth, it is also changing the landscape for potential investors and the expanding field of infrastructure finance. Infrastructure systems for transportation, utilities, and public works are essential for economic growth and have quickly developed into an emerging alternative asset class. This session will be an opportunity to look at ways to leverage resources to finance infrastructure projects, as well as explore recent case studies in the region.
  • Manuel Angeles, Vice President, The Bank of New York Mellon
  • Speaker(s)
  • Mike Land, Firm Director, Baker Tilly Virchow Krause, LLP
  • Thomas Mulvihill, Managing Director, KeyBanc Capital Markets
  • Bryan Rowan, Director, Frasca & Associates
  • Thu 12:00 PM - 01:30 PM
    Luncheon Session: The Ark Project at JFK
    JFK International Airport’s latest redevelopment project is a unique one: a $65 million, 178,000 square foot state of the art facility for pets. The Ark at JFK will offer pre-flight micro-chipping, kennels, an aviary, and more. This large-scale project employed a creative financing approach that required a number of years to execute. The luncheon session will feature the key players in assembling this deal to discuss the sources of capital and structuring techniques.
  • Mary King, Chief Operating Officer, New York City Regional Center, LLC
  • Alex Koppenheffer, Chief Investment Officer, Racebrook Capital Advisors, LLC
  • Jeffrey Lee
  • Brian Sampson Esq., Partner, D'agostino, Levine, Landesman & Lederman, LLP
  • Thu 01:30 PM - 01:45 PM
    Networking Break
    Thu 01:45 PM - 02:30 PM
    Creative Financing Strategies in New York and New Jersey
    Unique development financing solutions are increasingly sought after to complete projects of all sizes, and it is often necessary to find creative approaches that involve combining multiple financing tools. This session will explore recently financed projects in New York and New Jersey and outline the structuring and layered capital stacks including EB-5, tax credits, and special assessments. The panelists will showcase creative methods that can be employed for future projects in the region.
  • Mathew Abraham, Finance Officer, New Jersey Economic Development Authority
  • Jonathan Cloud, Executive Director, New Jersey PACE
  • Andrew Levine, Partner, Stradley Ronon Stevens & Young
  • Thu 02:30 PM - 03:30 PM
    State of the PACE Market & Energy Efficiency in New York & New Jersey
    Property Assessed Clean Energy (PACE) financing is taking hold across the country through several innovative programs. Designed to support the expansion of energy efficiency, solar, water, wind power and other renewable energy installations for the benefit of commercial and residential buildings, PACE programs capitalize reduction in energy usage by paying for property improvements through voluntary special assessments placed on property tax bills over time. This session will explore the latest PACE projects in the state, as well as explain the basic concepts of the tool and how it is beneficial for local governments and property owners in the region.
  • Dennis Enright, Principal, NW Financial Group
  • Speaker(s)
  • Gabe Maser, Regional Director, Market Expansion & Policy, Renovate America
  • Susan C. Morth, Managing Director of Business Development, Energize NY
  • Thu 03:30 PM - 04:30 PM
    Networking Reception


    The 2017 CDFA New York/New Jersey Financing Roundtable Conference will take place at the offices of The Bank of New York Mellon in lower Manhattan:

    BNY Mellon
    10th Floor
    101 Barclay Street
    New York, NY 10007

    Please use the the Murray Street door to enter into the BNY Mellon building.

    There are a few parking garages nearby. The closest garage is at 270 Greenwich Street.


    To register for the 2017 CDFA New York/New Jersey Financing Roundtable Conference, click on the Register button below. Registration rates vary depending on whether or not you are a CDFA member.

    NYSEDC members may attend the 2017 CDFA New York/New Jersey Financing Roundtable Conference using the CDFA member rate. Please indicate that you are an NYSEDC member in the "Comments/Questions" box during registration.

    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: $145
    Non-Member: $195


    Roundtable Partner

    New York State Economic Development Council

    Premium Sponsor

    Baker Tilly Virchow Krause NW Financial Group, LLC

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