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Speed Date Your Lender

Thursday, March 17 10:45 am–12:00 pm
Long Beach Convention Center - 103B

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This interactive session will give you the chance to ask any burning questions or discuss an upcoming capital project with a wide variety of lenders in true speed-dating fashion.

Back by popular demand, this interactive session will give you the chance to discuss your financing needs with a variety of lenders in true speed-dating fashion. Bring a project (real or imagined!) or simply ask your burning questions. Which lenders work with early-stage schools? What is the typical timeline for closing a loan? How do target impact metrics differ across lenders? Which lenders offer working-capital loans? We have the answers!


Strand: Funding
Topic: Facility Planning and Financing
Additional Audience(s): Administrators, Veteran Charter School Leaders, Board Members, Charter School Developers, Authorizers, Charter School Leaders
Level: All
Grade Level: Elementary, Middle School, High School

Presenters

Daniel Ramirez Daniel Ramirez, Capital Impact Partners

Daniel Ramirez is a loan officer at Capital Impact Partners. He has experience working in facilities financing across Capital Impact's mission lending sectors, including education, healthcare, housing, and healthy food. Daniel has spent his career in community banking and previously worked in risk management for the Calvert Foundation. He has a B.A. in mathematics from Macalester College.


Angela Stephenson Angela Stephenson, Raza Development Fund, Inc.

Jane Ellis Jane Ellis, Self-Help

Fathia Macauley Fathia Macauley, Clearinghouse CDFI

Fathia is Director of Business Development, Northern California. She has provided innovative financing to build strong & sustainable nonprofit organizations, social enterprise ventures and businesses spanning from Central Valley to the North Coast at Clearinghouse CDFI since 2013. Prior to that she worked with Nonprofit Finance Fund, another lender. Fathia is on the Board of Trustees of the Community Learning Center Schools (Charter). She was chosen as a Mid-Career Leader by the Citi Leadership Program for Opportunity Finance. She holds a Master’s degree in Urban Planning from the UCLA Luskin School of Public Affairs and a Bachelor’s degree in History from UCLA.


Jay Hromatka Jay Hromatka, Piper Jaffray

Jay joined Piper in 2009 and has more than 30 years of municipal finance experience. He works exclusively as a senior banker specializing in charter schools. Jay has been the lead banker and underwritten in excess of $800 million of facility financing for some 100+ charter schools across the country. In addition to his role at Piper, Jay serves as a board member for a national, non-profit Community Development Financial Institution. This CDFI focuses on helping charter schools finance, build and expand their school facilities; with a special emphasis on new schools that serve low-income families.


Louise Manuel Louise Manuel, ExED

Megan Wienand Megan Wienand, RBC Capital Markets

Sarah Garrett Sarah Garrett, Low Income Investment Fund

Sarah is a Senior Loan Officer with Low Income Investment Fund (LIIF), focused on LIIF’s charter school lending. Sarah has presented on charter facilities finance at various conference, trainings and charter forums around the State of California and beyond. Prior to joining LIIF she worked on tax-exempt bond financing for higher education institutions at J.P. Morgan, and spent several years as a Legislative Assistant for the U.S. Senate Committee on Banking, Housing and Urban Affairs. Sarah holds a B.A. in Urban Studies from Wellesley College and an MBA from Stanford University.


Matt Donahue Matt Donahue, D.A. Davidson & Co.

Deborah Koski Deborah Koski