Events

Welcome to our events page!  There is information about relevant events going on in the community as well as any Prestamos sponsored events. Select any categoy you desire to filter the results. You may change the current month being viewed by the menu on the top right of the calendar. To chage the view to agenda or a monthly calendar, please use the selector on the top right of the calendar. It is defaulted to Posterboard for a more visual experience.

To keep up with latest news and events, please subscribe to our monthly newsletter:


By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
Jun
27
Thu
Impact Puerto Rico 2024
Jun 27 @ 9:00 am – 5:00 pm

When

June 27th, 2024
9:00 a.m.- 5:00 p.m. –Atlantic Standard Time

Where

Centro Europa, San Juan, Puerto Rico
Parking is available at Centro de Bellas Artes Luis A. Ferré.

Agenda

9:00 AM – 9:30 AM
WELCOME REMARKS (Natalia Guzman – Popular Community Capital)

9:30 AM – 9:45 AM
U.S DEPARTMENT OF COMMERCE – BIDEN HARRIS ADMINISTRATION & PUERTO RICO
The Administration’s agenda shaped by four pillars, timeline of Puerto Rico’s economic work, implementation approach to support economic growth and ecosystem.
Panelist: Miguel Estien – U.S. Department of Commerce

9:45AM – 10:45 AM
NEW MARKETS TAX CREDIT PROGRAM – LEARNING THE BASICS
Overview and history of the NMTC Program, important NMTC structuring considerations, description of the basic leverage structure, and roles of the Community Development Entities (CDEs) and investors.
Moderator: Teresa Miranda, Prestamos CDFI
Panelist: Don Sabine – Novogradac, Erik Rickard – Barnes & Thornburg Law, Kelli Brooks – Mid-City, Steve Kunin –Rise Community Capital

10:45 AM – 11:00 AM
Coffee Break

11:00 AM – 11:45 AM
EXAMPLES AND TYPES OF NEW MARKETS TAX CREDITS TRANSACTIONS IN PUERTO RICO
Overview of the PR market, investors’ perspective, and transaction examples. Also, provide the successes and challenges of attracting NMTC to PR.
Moderator: Guillermo Franco- Community Capital Link Corporation
Panelist: Fernando Lloveras – Para la Naturaleza, Dr. David Lenihan – Ponce Health Science University, John Chamberlain – Capital One, Natalia Guzmán – Popular Community Capital, Ricardo Cardona – Master Group

11:45 PM – 1:00 PM
Lunch Break

1:00 PM – 1:30 PM
THE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS FUND (CDFI Fund) – PROGRAM OVERVIEW
Introduction from the CDFI Fund’s representative, including the role of the CDFI Fund with respect to investments made in Puerto Rico, NMTC role in these investments, and CDFI Fund support for increasing NMTC investment in PR/USVI.
Introduction: Terri Preston, Prestamos CDFI
Speaker: Rosa Martínez, Program Manager at U.S. Department of Treasury

1:30 PM – 2:15 PM
NEW MARKETS TAX CREDITS INVESTORS – WHAT YOU NEED TO KNOW
Motivation for investing in NMTC and underwriting requirements, including examples of current and type of investments, appetite, terms, and pricing.
Moderator: Tyler Inda – Baker Tilly
Panelist: William Carson – US Bank, James Howard – Dudley Ventures, William Turner – Wells Fargo

2:15 PM – 2:30 PM
Coffee Break

2:30 PM – 3:30 PM
COMMUNITY DEVELOPMENT ENTITIES (CDEs) – IMPORTANT PERSPECTIVES
What is a CDE and what does it do? The session will provide a high-level application process overview, the importance of community outcomes and NMTC subsidy, and reporting/compliance responsibilities.
Moderator: Teresa Miranda, Prestamos CDFI
Panelist: Terri Preston – Prestamos CDFI, Ernesto Villarini – Community Development Venture Capital Alliance, Julián Sosa – Popular Community Capital

3:30 PM – 4:30 PM
Community Needs Assessment
Interactive discussion centered on the attendee’s and borrower’s assessment of what their communities need most.
Moderators: Natalia Guzman & Julián Sosa – Popular Community Capital

4:30 PM – 4:45 PM
CLOSING REMARKS