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Small group discussions on 1. Portfolio management - default approaches and 2. Compliance function structures

  • 1.  Small group discussions on 1. Portfolio management - default approaches and 2. Compliance function structures

    Posted 03-25-2024 12:24 PM

    Hi, folks,

    Following up from the CDFI Operations Community of Practice: Large CDFIs networking session from a couple of weeks ago, there were a couple of groups that wanted to convene separately on the following topics, and I'd promised to post to the Ops/Tech forum to see if others wanted to join:

    1. Portfolio management - Approaches to defaults 
    2.  Compliance function structures - Centralized or otherwise?

    Please feel free to respond either here or to cdfioperations@gmail.com and we'll work to get those that are interested connected. Thank you!

    Best,

    Sarah



    ------------------------------
    Sarah Dupere Ostro
    VP, Operational Strategies
    Community Preservation Corporation
    New York NY
    (646) 822-9315
    ------------------------------


  • 2.  RE: Small group discussions on 1. Portfolio management - default approaches and 2. Compliance function structures

    Posted 03-26-2024 10:41 AM

    I would be interested in both.



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    Kristy Vang
    Director of Operations
    Hmong Wisconsin Chamber of Commerce, Inc.
    Milwaukee WI
    414-645-8828
    ------------------------------



  • 3.  RE: Small group discussions on 1. Portfolio management - default approaches and 2. Compliance function structures

    Posted 03-27-2024 09:08 AM

    I would be interested in both.



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    Carie Verley
    Loan Portfolio Manager
    Initiative Foundation
    Little Falls MN
    320-631-2010
    ------------------------------



  • 4.  RE: Small group discussions on 1. Portfolio management - default approaches and 2. Compliance function structures

    Posted 03-26-2024 07:03 PM

    I would definitely be interested in the Portfolio Management topic.



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    Elliot Teitelbaum
    Portfolio Manager
    TruFund Financial Services, Inc.
    ------------------------------



  • 5.  RE: Small group discussions on 1. Portfolio management - default approaches and 2. Compliance function structures

    Posted 03-27-2024 09:46 AM

    I would be interested as well. 



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    Kathi Paradis
    Vice President Residential Lending and Compliance
    New Hampshire Community Loan Fund, Inc.
    Concord NH
    (603) 856-0739
    ------------------------------



  • 6.  RE: Small group discussions on 1. Portfolio management - default approaches and 2. Compliance function structures

    Posted 03-27-2024 11:07 AM

    I would be interested in both.



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    Pattie Mendoza
    Microloan Program Director
    PPEP Microbusiness and Housing Development Corporation
    Tucson AZ
    520.806.4646
    ------------------------------



  • 7.  RE: Small group discussions on 1. Portfolio management - default approaches and 2. Compliance function structures

    Posted 03-27-2024 11:12 AM

    I would be interested in both.  Thanks!



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    Amelia Crowley
    Portfolio Manager
    River City Capital
    Memphis TN
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  • 8.  RE: Small group discussions on 1. Portfolio management - default approaches and 2. Compliance function structures

    Posted 03-27-2024 01:00 PM

    I would be interested in both.



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    Liz Williams
    Vice President, Lending
    Union County Economic Development Corporation
    9085271166
    ewilliams@ucedc.com
    ------------------------------



  • 9.  RE: Small group discussions on 1. Portfolio management - default approaches and 2. Compliance function structures

    Posted 03-27-2024 02:56 PM

    I would be interested in Portfolio Management.



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    Stacey Woock
    Portfolio Analyst
    Higher Logics Community Contacts (CDFI CONNECT - DO NOT DELETE)
    New York NY
    7166220814
    ------------------------------



  • 10.  RE: Small group discussions on 1. Portfolio management - default approaches and 2. Compliance function structures

    Posted 29 days ago

    Hi, there -- thanks to everyone who responded with their interest in one or both of these additional networking sessions! While we work to set up the invites (looking at options in late April), if you replied here, your email is NOT part of your signature and you'd like us to include you, can you either send to me (via private reply if you prefer) or email your contact info to us at cdfioperations@gmail.com?

    If you miss this, we will post the invite here as well in the next week or so. Thank you!

    Best,

    Sarah



    ------------------------------
    Sarah Dupere Ostro
    VP, Operational Strategies
    Community Preservation Corporation
    New York NY
    (646) 822-9315
    ------------------------------