Opportunity Appalachia Southwest Virginia Outreach Meeting

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Southwest Virginia Higher Education Center

One Partnership Circle

Abingdon, VA 24210

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Opportunity Appalachia Southwest Virginia Outreach Meeting

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10:00 Welcome and Introduction of Shannon Blevins, Vice Chancellor of Economic

Morning Keynote Development

10:10 Introduction of Erik Johnston Shannon Blevins, Vice Chancellor Economic Development, UVA Wise

10:15: Keynote Erik Johnston, Director, VA Department

Of Housing and Community Development

10:30 Appalachian Regional Commission: Mieka Sanderson, Program Analyst

The importance of OZs

10:40 OZ Overview Adam Northup, LOCUS

Updates on where we stand on OZ nationally, policy changes, investment activity, and rural investments.

11:00 OZ Possibilities in SWVA:

Through a combination of investor, community and OZ Panel Members, different project types will be presented and discussed. These projects provide an idea of what an OZ deal can look like. After each presentation, a panel of investors and OZ experts provide feedback and insights regarding the project.

OZ Respondents: Lindsey Wallace, National Main Street Center; Becca Richardson, LOCUS; Bryan Phipps, People Incorporated Financial Services.

11:45 Working Lunch

12:00 Investor Perspective

Charlie Spies, CEI Capital Management; John Cannon, Appalachian Highland Ventures

Affiliates discuss what OZ investors are looking for and answers investor questions.

Moderator: Carl Knoblock, SBA

12:45 Opportunity Virginia Overview Adam Northup, LOCUS

1:00 Opportunity Appalachia – Overview and How to Apply Ray Daffner, Becki O’Quinn

• Overview - How OA can support OZ work in your community.

• State Partner perspective.

• Q&A

• Next steps for Opportunity Appalachia

1:30 Funders Discussion

Panel of public / foundation funders prioritizing OZ investments:

Currently confirmed, *Sara Williams, Tobacco Commission; *Cindy Snider, Virginia Community Capital, Craig Barbrow, USDA, Jonathan Belcher, Virginia Coalfield Economic Development


Moderator: Shannon Blevins, UVA Wise

2:00 Workshops – Breakout discussions

Concurrent Workshops on selected topics, led by above panel speakers.

• OZ 101 – overview / intro. Adam Northup, LOCUS. Room 103/104

• How to make an OZ deal work, and Investor Questions. Grand Hall D

We will take a deal apart and work it, and also answer investor

questions regarding Qualified Opportunities Funds (QOFs).

Charlie Spies, CEI Capital Management.

• Technical Assistance and Prospectus Development. Grand Hall E

Lindsey Wilson, National Main Street Center; Bryan Phipps, PIFS;

Becca Richardson, LOCUS.

3:00 Conclude

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Southwest Virginia Higher Education Center

One Partnership Circle

Abingdon, VA 24210

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