Financing Charter Schools: Keys for Success, Challenges and New Model

Come and hear four experts share their views and experiences about financing available for charter schools, including Tax-exempt Bonds, New Markets Tax Credits, Academy Bonds, and other financing resources.  The panel will also discuss elements for successful deal structuring, what works in particular projects and why; and new models of financing.  Don’t miss this opportunity to hear the leading experts in the field and to ask questions!

Opening Remarks: Esther Schlorholtz, Senior Vice President, Director of Community Investment, Boston Private

Speakers: David Ennis, President, Affirmative Investment, Inc. (AI Wainwright- CDE); Kurt A. James, Esq., Rackemann, Sawyer & Brewster;  David Sheltz, New Markets Tax Credit Project Manager, Affirmative Investments, Inc.; Eve Hoefle, Senior Vice President, Commercial Lending Team Leader, Boston Private; George Dixon, Senior Vice President, Private Banking and Specialty Lending, Boston Private

Agenda: 8:30 a.m. – 9:00 a.m. Breakfast and Networking, 9:00 a.m. – 11:00 a.m. Presentation
A buffet of pastries, fruit, juices, coffee and tea will be available.

Registration*: Click here to RSVP by September 25, 2015
*Please note that registration is required for security clearance