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Honorable Sandra Thompson
Director, Division of Risk Management Supervision
FDIC
Sandra L. Thompson leads the FDIC’s supervision of more than 4,800 state nonmember banks as well as its back-up examination activities for all federally insured depository institutions. As Director of the Division of Risk Management Supervision, Ms. Thompson is responsible for all aspects of FDIC supervisory activities nationwide. She oversees a workforce of more than 3,800 employees deployed in six regional offices and 84 field offices nationwide.
Ms. Thompson is responsible for the FDIC’s programs designed to promote financial institutions’ safety and soundness, and those institutions’ compliance with consumer protection statutes and regulations. She leads the FDIC’s domestic and international banking policy development, including initiatives of the Basel Committee on Banking Supervision and programs dealing with anti-terrorism and anti-money-laundering. She also oversees the FDIC’s supervisory enforcement initiatives and manages regulatory approvals that allow banks to engage in certain activities or transactions.
As Director, Ms. Thompson coordinates with her regulatory counterparts to effect vigilant supervision of the nation’s financial institutions. She regularly testifies before the House Financial Services Committee and the Senate Banking Committee on issues such as risk management, consumer protection and other policy matters. She represents the FDIC as a member of bank regulatory professional organizations, including the Federal Financial Institutions Examination Council Task Force on Supervision and she is a member of the Board of Directors for the Association of Supervisors of Banks of the Americas.
Ms. Thompson is a vigorous advocate of the FDIC’s consumer/community affairs and outreach activities and speaks frequently on such issues as affordable housing and foreclosure prevention. She is passionately committed to protecting America’s consumers.
Previously, Ms. Thompson served in several executive positions. She was formerly Deputy to the FDIC Vice Chairman, Division of Supervision and Consumer Proction’s Deputy Director, Assistant Director for Electronic Banking, and DRR’s Assistant Director for Capital Markets. She also served as the Director of Securitization for the Resolution Trust Corporation, where, among other things, she was responsible for issuing more than $41 billion in mortgage-backed securities.
Before joining the FDIC in 1990, Ms. Thompson served as an associate with Goldman Sachs. She holds a degree in finance from Howard University, Washington, D.C.
John Hale III
Deputy Associate Administrator of the Office of Capital Access
Small Business Administration
John Hale III is the Deputy Associate Administrator for the Office of Capital Access (OCA) at the U.S. Small Business Administration (SBA). He manages the OCA’s operations and initiatives designed to enhance customer service for its internal and external stakeholders. The primary focus of this effort is to improve the agency’s strategic partnership with its lenders, thereby increasing the access to capital for entrepreneurs and small businesses.
Mr. Hale is also responsible for enhancing the customer service approach of the OCA’s business units: lender oversight, loan processing centers and financial assistance. As part of this responsibility, he engages the agency’s lender partners to identify opportunities for the SBA to design efficient programs which lenders can embrace with enthusiasm while optimizing credit quality.
Prior to joining the SBA, Mr. Hale worked in several capacities at two super regional banks: as Credit Analyst, as Internal Consultant focused on re-engineering processes and evaluating capital budget projects, as Vice President, Middle-Market Loan Officer and as Vice President, Special Assets Officer. He has also worked for an internationally-renowned turnaround consulting firm as Chief Restructuring Officer, and has held the position of interim CFO for numerous underperforming small businesses and middle-market companies. Most recently, Mr. Hale worked as an Engagement Manager for Jefferson Wells, a business consulting firm.
Mr. Hale holds a BA in Political Science from the University of Michigan and an MA in Finance from Carnegie Mellon University.
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Honorable Donna Gambrell
Director
CDFI Fund
Treasury Secretary Henry M. Paulson, Jr. appointed Donna J. Gambrell to serve as Director
of Treasury’s Community Development Financial Institutions (CDFI) Fund effective
November 26, 2007.
Before coming to the CDFI Fund, Gambrell served as Deputy Director of Consumer Protection and Community Affairs in the Division of Supervision and Consumer Protection at the Federal Deposit Insurance Corporation (FDIC). She oversaw the FDIC’s national community affairs, consumer affairs and deposit insurance outreach programs. As such, she managed initiatives related to reaching underserved populations; providing guidance to consumers on current issues such as identity theft, subprime and predatory lending and credit card debt; and increasing the public’s understanding of and confidence in the banking system.
Previously, at the request of former FDIC Chairman Donald E. Powell, she served 18 months in the Gulf Coast Region (from February 2006 to August 2007) — as part of a temporary assignment — working on rebuilding initiatives in the wake of Hurricanes Katrina and Rita, which struck the region in 2005. Mr. Powell is Coordinator of the Federal Support for the Recovery and Rebuilding of the Gulf Coast Region.
Ms. Gambrell worked onsite in Louisiana and Mississippi spearheading partnerships among financial institutions, government agencies and community–based organizations to promote community and economic development in areas devastated by the hurricanes, including low–and moderate–income neighborhoods.
Ms. Gambrell began her career with the FDIC in April 1991 as a Community Affairs Officer in the agency’s New York Region. She served in increasingly responsible compliance and consumer protection positions at the Corporation, and in May 2000 was promoted to Deputy Director.
Prior to joining the FDIC, Ms. Gambrell worked at the Resolution Trust Corporation (1989-1991), the Federal Savings and Loan Insurance Corporation (1987-1989), and the U.S. General Accounting Office (1979-1987).
Ms. Gambrell received a B.S. Degree from Towson State University, Baltimore, Maryland, and an MS Degree from New York University. In 2004, she received a National Public Service Award for her innovative work over the years in formulating public-private partnerships.
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Michael V. Berry
Director of Policy Studies
Federal Reserve Bank of Chicago
Michael V. Berry is the Director of Policy Studies in the Federal Reserve Bank of Chicago’s Community Development and Policy Studies division. He is also the Managing Editor of the Chicago Fed’s community economic development publication, Profitwise News and Views.
Prior to joining the Chicago Fed in 1995, Mr. Berry headed the market research group at RESCORP Companies, a real estate development and consulting organization specializing in community revitalization. Mr. Berry has also worked as an analyst for Balcor, a real estate investment firm and American Express subsidiary, with responsibility for evaluating multifamily and commercial properties in the southeastern United States.
In April 2009, Mr. Berry was elected Vice President of the Mount Prospect District 57 Board of Education.
Mr. Berry holds a BA in Political Science from Susquehanna University and an MBA from DePaul University.
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Saurabh Narain
Chief Executive
NCIF
Saurabh Narain is Chief Executive of National Community Investment Fund. He joined NCIF in 2003, and under his leadership, the fund has become the largest equity investor (in numbers) in CDFI banks in the country, grown assets under management to $150 million (including $128 million in NMTC allocations) and pioneered the development of the Social Performance MetricsSM.
He is involved in policy and advocacy for the industry through his board positions in the CDFI Coalition and memberships of the Federal Reserve Board’s Consumer Advisory Council (2008-10) and the Minority Depository Institutions Advisory Council of the Officer of Thrift Supervision (2009-11). NCIF is also a member of the Investors Council of the Global Impact Investing Network and the Strategy and Adoption Committee of the Impact Rating and Investing System led by the Rockefeller Foundation.
Prior to NCIF, he has had extensive experience in capital markets and risk management having worked at Bank of America for almost 17 years based in Asia and the US. Towards the end of his tenure in Hong Kong, he was Head of Marketing, Non-Japan Asia for Global Derivative Products. He has done business in almost 10 countries in Asia/US dealing with financial institutions, global multinational corporations and governments.
He is interested in inclusive finance and the microfinance movement in India. He is a member of the Steering Committee of the Professional Risk Managers’ International Association, Chicago Chapter and is a regular speaker in industry conferences.
Saurabh is a graduate of the ABA Graduate Stonier School of Banking (2007), an MBA from Indian Institute of Management in Ahmedabad (1985), and a Bachelors of Arts (Honors) in Economics from St. Stephens College, University of Delhi (1983), India.
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Raj Gupta
Professor
Kellogg School of Management
Moderator
Dr. Raj Gupta is an Adjunct Professor at the Kellogg School of Management and the Executive Director of The CEO Perspective, an exclusive senior leadership program for operating committee members of multi-billion dollar corporations. The CEO Perspective is the highest level program at the Kellogg School offered in partnership with the Corporate Leadership Center.
Professor Gupta is a senior business executive with proven leadership and a unique 30+ year record in creating value for businesses worldwide. His past experience includes a 20-year stint with Leo Burnett Advertising, where he attained the position of Senior Vice President, Head of Information Management with global responsibilities.
Dr. Gupta consults with a wide range of companies on several topics, including technology integration and improving business strategy. His clients include McDonald’s, Walgreens and Caterpillar. Dr. Gupta also serves on the boards of several companies and not-for-profit organizations.
Dr. Gupta received his Ph.D. from Duke University.
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William Farrow
President and CEO
Urban Partnership Bank
William Farrow is President and CEO of Urban Partnership bank in Chicago, Illinois. Mr. Farrow is also an Independent Director of CoBank, Inc. in Greenwood Village, Colorado. CoBank is the largest lending bank in the $140 billion Farm Credit System.
Previously, Mr. Farrow was Executive Vice President, CIO and Member of the Office of the President of the Chicago Board of Trade (CBOT), and Managing Director, Head of Marketing for Corporate and Institutional Banking at Bank One (now JP Morgan Chase). While with CBOT, he directed the rebuilding of all technology and was responsible for ensuring a sustainable competitive advantage with technology. At Bank One, he created the Customer Workstation Platform, which won the 2005 Smithsonian Award.
Mr. Farrow’s experience spans five different industries, and his expertise includes leading sales/marketing initiatives, mergers and acquisitions, divestitures, corporate break-ups, strategic combinations and due diligence. He received a BA from Augustana College and a Master of Management degree from Northwestern University’s Kellogg Graduate School of Management.
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Preston D. Pinkett III
CEO
City National Bank of New Jersey
Preston D. Pinkett III is President and CEO of City National Bancshares Corporation and its primary subsidiary, City National Bank of New Jersey. City National is a $400 million minority owned and operated commercial bank headquartered in Newark, NJ, with branch operations in Paterson, NJ, Harlem, NY, Brooklyn, NY, and Roosevelt, LI.
Prior to joining City National, Mr. Pinkett was Vice President, Social Investments at Prudential Financial, and Senior Vice President for the New Jersey Economic Development Authority (EDA), where he managed all funding, development and incentive programs to spur economic development in New Jersey.
Mr. Pinkett serves as an officer of Montclair State University, the Geraldine R. Dodge Foundation and University Ventures. He also sits on the boards of City Works and Global Impact Investing Network. He received a BS degree in Economics from Cornell and an MBA from the Wharton School at the University of Pennsylvania.
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Leigh Anne Russell-Jones
Treasurer
United Bank
Leigh Anne Russell-Jones is the Treasurer of United Bank, headquartered in Atmore, Alabama. In addition to her responsibilities as Treasurer, she also heads up the bank’s CDFI initiative.
Ms. Russell-Jones joined United Bank in 2004 as a Credit Analyst. Previously, she was employed with the U.S. Securities and Exchange Commission.
Ms. Russell-Jones received a BA in Economics and Business from Agnes Scott College, and an MBA from the University of Georgia.
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Deborah C. Wright
Chairman and CEO
Carver FSB
Deborah C. Wright is Chairman & CEO of Carver Bancorp, Inc., (NASDAQ: CARV), the holding company for Carver Federal Savings Bank, a federally chartered savings bank and the nation’s largest African-American/Caribbean-American operated bank. Carver operates nine full-service branches in the New York City boroughs of Brooklyn, Queens, and Manhattan.
Prior to her current position, Ms. Wright was President and CEO of the Upper Manhattan Empowerment Zone Development Corporation, and also served as Commissioner of the Department of Housing Preservation and Development under former Mayor Rudy Giuliani.
Ms. Wright serves on the boards of Time Warner, The Partnership for New York City and Sesame Workshop. She is a member of the Board of Managers of the Memorial Sloan-Kettering Cancer Center and served as a member of the Board of Overseers of Harvard University and Kraft Foods Inc. She holds AB, JD and MBA degrees from Harvard University.
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Laura Sparks
Director, Development Finance Initiatives
Citi Community Development
Moderator
Laura Sparks is the Director of Development Finance Initiatives at Citi. In this capacity, she works with Citi Community Development, the Citi Foundation and a range of Citi businesses to develop innovative programs that expand Citi’s partnerships and initiatives with local and national community development organizations.
Prior to joining Citi, Ms. Sparks held the position of Senior Vice President for Financial Services at Opportunity Finance Network (OFN), a national nonprofit serving Community Development Financial Institutions (CDFIs) nationwide.
Ms. Sparks’ philanthropic activities include a place on the advisory committee for the Asset Funders Network, a national network of philanthropic organizations focused on strategies to increase financial assets for low-income people.
Ms. Sparks received a BA in Philosophy from Wellesley College, an MBA from the University of Pennsylvania’s Wharton School and a JD from the University of Pennsylvania Law School.
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Frank Blanco III
Managing Director, Investment Banking
Keefe Bruyette and Woods
Frank Blanco III is the Managing Director of Investment Banking for Keefe, Bruyette & Woods. Since joining the company, Mr. Blanco has advised on more than 60 transactions for banks, thrifts, and finance companies, at a total value in excess of $9.3 billion. His advisory assignments have included buy and sell-side merger and acquisitions engagements, as well as takeover defense and evaluation of strategic objectives. Capital offerings have included primary and secondary offerings of common stock, capital securities and senior and subordinated debentures.
Prior to joining Keefe, Bruyette & Woods, Mr. Blanco worked for Lehman Brothers in their Investment Banking division, advising financial services companies.
Mr. Blanco graduated Summa Cum Laude from Boston College with a BS in Finance.
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Scott J. Budde
Managing Director, Global Social & Community Investing
TIAA CREF
Scott J. Budde is a Managing Director in TIAA-CREF’s Asset Management division. In this capacity, he heads TIAA-CREF’s Global Social and Community Investing Department, which works on the company’s community investing programs and oversees its socially screened funds.
Previously, Mr. Budde was an equity analyst covering financial services stocks, and has also worked in senior investment client service positions with a wide range of TIAA-CREF clients. Mr. Budde conceived TIAA-CREF’s Impact Investing Programs in Microfinance, Green Building Technology and CDARS Community Bank Deposits, and has served on a wide range of investment and advisory committees.
Mr. Budde holds an AB in Economics from Bowdoin College and a Masters in International Affairs from the School of International and Public Affairs at Columbia University. He holds the Chartered Financial Analyst (CFA) designation, and is the author of Compelling Returns: A Practical Guide to Socially Responsible Investing Strategies.
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Dan Letendre
CDFI Lending and Investing Executive
Bank of America
Dan Letendre is the CDFI Lending & Investing Executive for Bank of America. In this capacity, he is responsible for managing the bank’s lending and investing activities with Community Development Financial Institutions.
Before joining Bank of America, Mr. Letendre was Vice President at JPMorgan Chase, where he managed the bank’s lending and investing activities with CDFIs. He also managed JPMorgan Chase’s portfolio of community development venture capital investments, and the New Markets Tax Credit Program.
Mr. Letendre has served on the boards of several community development institutions including Low Income Investment Fund, Corporation for Enterprise Development and the New York Community Investment Company, as well as on the advisory boards of Local Capital Markets Investment Fund and the Opportunity Finance Network - CARS Program.
Mr. Letendre received a BS from Manhattan College and an MBA from Harvard Business School.
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Ommeed Sathe
Director, Social Investments
Prudential Financial, Inc.
Ommeed Sathe is a Director of Social Investments for Prudential Financial, Inc., and is tasked with making socially responsible investments in the areas of economic development and education. To date, the program’s portfolio is comprised of over $235 million in various debt and equity investments.
Prior to joining Prudential, Mr. Sathe served as Director of Social Investments for Real Estate Development for the New Orleans Redevelopment Authority (“NORA”). NORA is a quasi-public entity whose mission includes the alleviation of blight, the redevelopment of residential and commercial properties and the implementation of crucial public projects.
Before joining NORA, Mr. Sathe was a Real Estate Associate at the law firm of Fried, Frank, Harris, Shriver & Jacobson LLP in New York.
Mr. Sathe received an undergraduate degree in Neuroscience and Urban Planning from Columbia University, a law degree from Harvard Law School and a Master’s in City Planning from MIT.
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Joe Schmidt
Vice President, Investments & Research
NCIF
Moderator
Joe has been a member of the NCIF Team since July, 2006. Before joining NCIF, Joe attended the Harris School of Public Policy Studies at the University of Chicago, earning an MPP degree while focusing his studies in community development and regional policy. While at the Harris School, Joe conducted research examining the contemporary state of the nonprofit and philanthropic sectors. Joe received his BA degree from Michigan State University, where he was a graduate of James Madison College and the Honors College.
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James Greer
Senior Research Analyst
CDFI Fund
Treasury Community Development Financial Institutions Fund (CDFI Fund). He is responsible for analyzing information submitted to the Community Impact Investment System (CIIS) by Community Development Entities (CDEs) and CDFIs. He also assists with the coordination and development of reports to Treasury and the Office of Management and Budget.
Prior to joining the CDFI Fund, Mr. Greer was the principal investigator for the Chicago Neighborhood Information Project and analyzed data on public and private investments for community development corporations. He also served as a consultant for similar initiatives in Knoxville, TN and Boston, MA.
Mr. Greer has a Ph.D. in Political Science from the University of Chicago. His dissertation addressed the political economy of urban revitalization in older American cities.
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Robin Newberger
Senior Business Economist
Federal Reserve Bank of Chicago
Robin Newberger is a Senior Business Economist in the Community Development and Policy Studies department at the Federal Reserve Bank of Chicago. Ms. Newberger’s areas of interest include banking and financial services for low- and moderate-income consumers, and the growth and sustainability of community development finance institutions.
Prior to working for the Chicago Fed, Ms. Newberger wrote for the Economist Intelligence Unit in Quito, Ecuador.
Ms. Newberger is a graduate of Columbia University and the John F. Kennedy School of Government at Harvard University, and is a CFA charter holder.
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Charles Van Loan
Director
Independent Bancorporation
Trustee
NCIF
Moderator
Independent Bank (Nasdaq: IBCP) is an approximately $3 billion bank with over 100 offices throughout lower Michigan where Chuck serves as a Director of the board. He served as the President and CEO of the bank between 1993 and 2004 and as Executive Chairman during 2005. He was named “Banker of the Year” by Michigan Bankers Association in 2006 and has been very active in the association and many other civic groups. He served on the board of the Federal Home Loan Bank board of Indianapolis and is now on the board of Northern Initiatives, a ShoreBank affiliate in Marquette, Michigan. Chuck was born and raised in South Dakota and is a graduate of the University of South Dakota.
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Ronald Dietz
Director and Chairman, Audit and Risk Committee
Capital One Financial Corporation
W. Ronald Dietz is the President and CEO of W.M. Putnam Company, an outsourcing company that assists nationally-based companies and government entities in establishing and maintaining branch offices and retail stores across the U.S.
Previously, Mr. Dietz served as CEO of Anthem Financial and American Savings Bank of New York. His consulting activities focused on providing major financial institutions a wide range of customer treatment, channel management, and risk management issues.
Mr. Dietz is a Director of Capital One Financial Corporation, where he is Chairman of the Audit and Risk Committee. He is also currently serving as Chairman of the Board of the DuPage Children’s Museum. He has written various articles on strategic risk management for prominent director’s publications, and serves as a senior advisor to a variety of private companies. Mr. Dietz holds an MBA from Stanford University.
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M. Anthony Lowe
Regional Director
FDIC
Anthony Lowe is the Regional Director for the FDIC’s Chicago Region, responsible for the FDIC’s Risk Management and Compliance activities for the states of Kentucky, Illinois, Indiana, Michigan, Ohio, and Wisconsin.
Mr. Lowe previously served as Chairman of the FDIC’s Course Oversight Group, which develops and maintains training curriculum for examination staff. He also served an extended assignment working on a project related to the Economic Growth and Regulatory Paperwork Reduction Act (EGRPRA).
Mr. Lowe began his career with the FDIC as an Assistant Examiner in 1985. Since then he has served as a Case Manager, BSA Subject Matter Expert, Fraud Specialist, Assistant Regional Director and Deputy Regional Director.
Mr. Lowe is a native of Arkansas and graduated from Arkansas State University with a degree in Finance. He also graduated with honors from the Graduate School of Banking of the South at LSU.
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Joe Ferrari
Senior Analyst
NCIF
Moderator
Joe joined the NCIF Team in January, 2011. Before joining NCIF, he attended the University of Illinois at Chicago’s (UIC) graduate program in Urban Planning and Policy and focused on economic development and development finance. While at UIC, Joe worked in the Great Cities Institute and conducted research on Chicago’s housing market in the aftermath of the financial crisis. He received both BS and MS degrees in General Engineering from the University of Illinois at Urbana-Champaign, and worked as an IT professional for several years.
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Jodie Harris
Policy Specialist
U.S. Department of the Treasury, CDFI
Jodie Harris is a Policy Specialist with the U.S. Department of the Treasury’s Community Development Financial Institutions (CDFI) Fund. Ms. Harris supports policy development for existing programs and new initiatives, including the management of two existing CDFI Fund programs: the Bank Enterprise Award Program and the Financial Education and Counseling Pilot Program.
Previously, Ms. Harris served as President of a small non-profit consulting firm providing technical assistance and education to small businesses and entrepreneurs. She also served as a consultant in the Strategy and Business Architecture division of Accenture, LLC, and has worked as a financial policy analyst with the New York University Institute for Education and Social Policy and the U.S. Department of Agriculture.
Ms. Harris holds a BS degree in Finance and Management from the University of Maryland, a Master of Business Administration, and a Master of Public Administration from New York University.
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John Moon
Assistant Director of Capital Formation
Living Cities
John Moon is the Assistant Director of Capital Formation at Living Cities, where he develops innovative finance approaches that guide Living Cities’ programmatic and investment activities in areas such as transit-oriented development and place-based cross-sector development.
Prior to joining Living Cities, Mr. Moon acquired extensive experience within the community development field, including a position as Public Interest Investment Banker at the Federal Home Loan Bank of Seattle, where he developed community development investment opportunities for the bank.
Mr. Moon serves on the Board of the National Coalition for Asian-Pacific American Community Development and is an advisory committee member of the Federal Reserve Bank of San Francisco’s Center for Community Development Investments.
Mr. Moon earned a bachelor’s degree from UCLA and a master’s degree in Public Policy from the Kennedy School of Government at Harvard University.
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David Reiling
CEO
Sunrise Banks
Moderator
David Reiling is the Chief Executive Officer of Sunrise Community Banks – Minnesota’s Socially Responsible Bank©. As CEO, Mr. Reiling is responsible for three individually chartered banks and their holding company. Sunrise Banks is comprised of University Bank and Park Midway Bank in Saint Paul, MN and Franklin Bank in Minneapolis, MN.
Sunrise Community Banks’ mission is to be “The Leader in Improving Our Urban Community”. Under Mr. Reiling’s leadership, Sunrise lends to economically challenged communities in Saint Paul and Minneapolis. Mr. Reiling has created several lending and depository products to help underserved neighborhoods gain access to capital and cash.
All three of Sunrise’s banks and their holding company are certified Community Development Financial Institutions (CDFIs).
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John Davis
Senior Vice President
FiServ
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Steven Doctor
COO
Chexar
Steven has served as Chief Operating Office of Chexar Networks, Incorporated since 2008. Prior to that, Steven was senior vice president and chief financial officer. From 1981 until joining Chexar in 2004, Mr. Doctor held various positions with Eastman Kodak Company, including vice president—corporate financial planning and CFO of the $3B Consumer Imaging North American Division. Mr. Doctor holds a Bachelor of Science in Electrical Engineering and Business Administration degree from Carnegie Mellon University and a Masters of Business Administration from Carnegie Mellon Tepper School of Business.
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Sara Livnat
Senior Director
Progreso Financiero
Sarah Livnat is the Senior Director of Product and Customer Experience at Progreso Financiero, a financial services institution dedicated to the economic advancement of lower-income Hispanic families in the US. Progreso fills a gap in the financial system by helping individuals with thin or no credit files establish credit and fulfill their banking needs through small-dollar loans and financial products.
Prior to joining Progreso Financiero, Ms. Livnat spent five years at PayPal managing a diverse group of risk products, ranging from core risk management applications to seller trust and safety programs. In total, she has over 13 years experience delivering customer-centric products.
Ms. Livnat received her BA and MA in International Policy from Stanford University.
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Steven Reider
Founder and CEO
Bancography
Steven Reider is the founder of Bancography, a company that provides branch planning, product management, brand strategy and marketing research services for financial institutions through both custom engagements and software tools. Mr. Reider manages branch strategy projects in markets across the United States and Canada.
Prior to launching Bancography, Mr. Reider served as Vice President in Corporate Marketing at AmSouth Bank.
In addition to serving on the Board of Directors for several arts and civic organizations, Mr. Reider also contributes regularly to the financial industry as a speaker and author, and serves on the faculty of the American Bankers Association’s Stonier Graduate School of Banking.
Mr. Reider holds a bachelor’s degree in Economics and a master’s degree in Finance from Tulane University.
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Kevin Goldsmith
Originations Manager and Vice President NMTC Group
JPMorgan Chase
Kevin Goldsmith is an Originations Manager and Vice President of the New Markets Tax Credit (NMTC) Group at JPMorgan Chase, which makes equity investments in NMTC allocatees and manages Chase’s NMTC allocations totaling $310 million received to date. Mr. Goldsmith works with multiple lending units throughout Chase in structuring NMTC transactions, utilizing Chase’s below market interest rate and leveraged debt models. He is responsible for originating and structuring NMTC investments and coordinating appropriate procedures with internal accounting, asset management and the NMTC program compliance teams. Prior to joining JPMorgan Chase, Mr. Goldsmith spent six years with the National Development Council’s Grow America Fund, a national not-for-profit community development financial institution and SBA 7a small business lender. In that role, he provided small business financing and technical assistance services to promote economic development in disadvantaged areas. Mr. Goldsmith has managed a small business loan portfolio, underwritten and closed business loans between $35K and $2MM, and conducted multiple training seminars in small business credit and utilization of public financing programs. He received his bachelor’s degree from the University of Iowa.
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Stephen C. Kramer
Senior Vice President, NMTC & HTC Investments
U.S. Bancorp
Stephen C. Kramer is the Director of Business Development in the New Market and Historic Tax Credit Central Region for USBCDC. His responsibilities include originating and structuring transactions located in US Bank’s many markets in the Central U.S., and working to educate borrowers, lenders and other associated parties about the Historic and New Markets Tax Credit programs.
Prior to his current position, Mr. Kramer headed up USBCDC’s Project Management team, which worked on the underwriting and closing of over 300 HTC and NMTC investments.
Mr. Kramer’s background includes more than 10 years in commercial lending and real estate finance in both the private and public sectors, including positions with the City of St. Louis Economic Development Corporation and the Chicago Housing Authority.
Mr. Kramer received his BA in Finance from St. Louis University and his MBA from Loyola University Chicago.
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Alden J. McDonald
President and CEO
Liberty Bank and Trust
Alden J. McDonald, Jr. is President and CEO of Liberty Bank and Trust Company in New Orleans, one of the five largest African-American owned financial institutions in the United States. Since its founding in 1972, Liberty Bank has grown from one New Orleans office to 19 branch offices and loan production offices in six states.
Prior to joining Liberty Bank and Trust, Mr. McDonald worked for International City Bank, where he rose to the position of Vice President for Consumer Lending.
Mr. McDonald serves as a board member of Ochsner Baptist Medical Center and the University Medical Center Management Corporation. He has also served on the boards of numerous local, regional, and national institutions and agencies, including the American Bankers Association and the Louisiana Bankers Association.
Mr. McDonald is a graduate of the LSU School of Banking and Columbia University’s Commercial Banking Management Program.
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Blondel A. Pinnock
President
Carver Community Development Corporation
Blondel A. Pinnock is President of Carver Community Development Corporation, a subsidiary of Carver Federal Savings Bank. She is responsible for formalizing Carver’s community engagement, corporate philanthropy and CRA strategy
and outreach.
Prior to joining Carver, Ms. Pinnock served as Senior Vice President of Community Development Banking at Bank of America and its predecessor institution, Fleet Bank. She has also held the position of Counsel and Deputy Director for
the New York City Department of Housing, Preservation and Development’s Tax Incentives Unit.
Ms. Pinnock is affiliated with a number of professional and civic organizations, and sits on the Board of Directors for Abyssinian Development Corporation, the 125th Street Business Improvement District (Chair), Democracy Prep Charter School, the Levitt Foundation and the Northeast Board of Operation Hope.
Ms. Pinnock earned a BA in History and Sociology from Columbia University and a JD from Hofstra University School
of Law.
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