The document outlines the agenda for a two-day Native American Finance Conference. Day 1 includes keynote addresses on the state of Native American nations and the economic stimulus package, as well as panels on gaming forecasts, tax issues, and investment strategies. Day 2 covers defining economic development, understanding the credit crunch, infrastructure projects, and the impact of the 2008 election on Indian Country. The conference features panels with experts from tribes, casinos, Wall Street, and government agencies to discuss finance and economic development issues impacting Native American nations.
Tcn investment & inclusion panel - dei & vc firms- structural barriers to eq...
Native American Finance Conference Agenda
1. Day 1: May 12th, 2009
7:30 Registration/Breakfast/Exhibits Open
8:30 Introductory Remarks
8:40 Traditional Prayer
OPENING PLENARY
8:45 KEYNOTE ADDRESS
Dr. Joseph Kalt, Co-Director, HARVARD PROJECT ON AMERICAN INDIAN
ECONOMIC DEVELOPMENT
Kalt
9:15 NATIVE AMERICAN SUMMIT: STATE OF THE NATIONS
• How has the current economic crisis affected their Nations?
• What steps are they taking to ensure prosperity of their Tribal members?
• What advice can they offer other Nations?
Panelists:
W. Ron Allen, Tribal Chairman and Chief Executive Officer, JAMESTOWN
For more information/registration, please contact Jeeway Kan at 212.224.3256, or jkan@imn.org
2. S'KLALLAM TRIBE
Donna Miranda-Begay, Tribal Chairwoman, TUBATULABALS OF KERN
VALLEY
Allen Miranda-Begay
10:30 Networking/Coffee Break
11:00 THE ROLE OF NATIVE AMERICAN FINANCE IN THE ECONOMIC
STIMULUS PACKAGE
• New initiatives
• Facts and fictions
• What are the opportunities?
• What are some structural constraints that might need to be addressed?
Panelists:
Gavin Clarkson, Associate Professor, UNIVERSITY OF HOUSTON LAW
CENTER
Clarkson
12:15 Luncheon
CONCURRENT TRACKS - CHOOSE A or B
TRACK A
1:30 THE FUTURE OF NATIVE AMERICAN GAMING: IS IT BLEAK OR
BLISS?
• What are the clear and present threats to the Native American gaming
business?
• Will the market turmoil continue to hurt Native gaming casinos bottom line?
• Will the market become oversaturated and can competitive advantages be
gained by offering unique amenities?
• Market analysis and forecast for the gaming industry.
Panelists:
Benjamin Bubeck, Director, STANDARD AND POOR'S
For more information/registration, please contact Jeeway Kan at 212.224.3256, or jkan@imn.org
3. Shawn Johns, Director of Research, NATIONAL INDIAN GAMING
ASSOCIATION
Bubeck
TRACK B
1:30 THE IRS AND YOU
• Tax-exempt financing essential government function
• Access to capital
• Private letter rulings
Panelists:
Cliff Gannett, Director, Tax Exempt Bonds, INTERNAL REVENUE SERVICE
Gannett
TRACK A
2:15 THE IMPACT OF THE STIMULUS PACKAGE ON FIXED INCOME
SECURITIES & FINANCING
• Analysis of the current fixed income scenario
• Impact on funding & investing strategies
• What’s missing from the stimulus package that should have been included?
Panelists:
John Banks, Senior Vice President, D.A. DAVIDSON & COMPANY
Banks
TRACK B
2:15 CUSTOMIZING THE RIGHT RETIREMENT PLAN FOR YOUR TRIBE
• What are the guidelines that will protect you and other senior officials from
liability?
For more information/registration, please contact Jeeway Kan at 212.224.3256, or jkan@imn.org
4. • What plan options are available to Tribal employees?
3:00 Networking/Refreshment Break in Exhibit Hall
TRACK A
3:15 INVESTORS' PERSPECTIVE: THE BUYING OF TRIBAL DEBT
• What parameters do investors study when determining an investment's value?
• Buyers of tribal debt will discuss how ratings, bond insurance, deal structure,
term and yield affect investor appetite.
• What is the degree to which a tribe is willing to disclose financial information
in order to impact its selling potential?
TRACK B
3:15 TRANSITIONING INTO NEW ENERGY FUTURE: INVESTMENT,
PROJECT AND POLICY INITIATIVES IN INDIAN COUNTRY
• Policy shifts creating windows of opportunities for Tribes
• Taking advantage of opportunities in the energy market
• Finding financing in difficult economic times
Moderator:
Tracey LeBeau, Partner, RED MOUNTAIN ENERGY PARTNERS
Panelists:
Chris Cassidy, Regional Energy Coordinator, Western & Pacific Region, U.S.
DEPARTMENT OF AGRICULTURE
LeBeau
TRACK A
4:00 INVESTMENT STRATEGIES: ALTERNATIVE INVESTMENTS,
PRIVATE EQUITY AND BEYOND
• Putting together a portfolio using analytics, due diligence, negotiation and
acquisition assets
• Purchasing interests through quot;Pooled Fundsquot;
• The creation of structured products
• Which sectors do you want to have exposure to, ranging from alternative
energy to real estate, financial services, technology, life sciences and industrial
companies?
For more information/registration, please contact Jeeway Kan at 212.224.3256, or jkan@imn.org
5. TRACK B
4:00 BEYOND CASINOS: THE FINANCING OF OTHER REVENUE
GENERATING PROJECTS
Casinos bring in the lion’s share of revenue for many tribes. However, this means
of generating revenue may not appeal to all tribes and can be met with resistance
from the local community.
• How do deals outside of gaming get done?
• What kind of projects can be financed?
• Which projects have been successful?
Panelists:
Jim Wallis, Finance Director, CONFEDERATED TRIBES OF THE UMATILLA
INDIAN RESERVATION
TRACK A
4:45 PROJECT FINANCE FROM THE TRIBAL ATTORNEY’S PERSPECTIVE
• How does Tribal law affect project finance?
• How does the political landscape and other subtleties that influence the shape
of a financing?
Panelists:
Tuari Bigknife, Senior Counsel, Office of Legal Affairs, VIEJAS BAND OF
KUMEYAAY INDIANS
Helo Hancock, In-House Attorney, Office of Legal Counsel, COEUR D'ALENE
TRIBE
Hancock
TRACK B
4:45 INTERTRIBAL SYNERGY: WORKING TOGETHER TO BUILD
STRONG NATIONS
• What advantages do Tribes that are working together have that other Tribes do
not?
• Why are there so few joint efforts between the Nations?
• What can be done to stimulate growth in this direction?
Panelists:
For more information/registration, please contact Jeeway Kan at 212.224.3256, or jkan@imn.org
6. Tex Hall, Chairman and Chief Executive Officer, INTER-TRIBAL ECONOMIC
ALLIANCE
Hall
5:30 Cocktail Reception
Day 2: May 13th, 2009
7:30 Registration/Breakfast/Exhibit Hall Opens
MORNING PLENARY
8:30 DEFINING ECONOMIC DEVELOPMENT
This panel will focus on aspects of economic development in Indian Country
including:
• Legal and administrative obstructions
• Putting the focus on short-term rather than long-term results
• Deficiency of investment capital
• Coordination of business-related activities within Tribe nations and with
neighboring municipalities.
Panelists:
Wayne Shammel, General Counsel, COW CREEK BAND OF UMPQUA TRIBE
OF INDIANS
Gavin Clarkson, Associate Professor, UNIVERSITY OF HOUSTON LAW
CENTER
Shammel Clarkson
CONCURRENT TRACKS - CHOOSE A or B
TRACK A
9:30 WALL STREET SUMMIT: UNDERSTANDING THE CREDIT CRUNCH
AND IT’S AFFECT ON INDIAN COUNTRY
• Examining the key factors of the Recession
For more information/registration, please contact Jeeway Kan at 212.224.3256, or jkan@imn.org
7. • How has the current environment affected Tribal Nations/businesses?
• What is the recommendation for Tribal leaders now that credit is at a
premium?
• What is the forecast for 2010?
Panelists:
Dean Decker, Managing Director, CREDIT SUISSE
Decker
TRACK B
9:30 GETTING YOUR FOOT IN THE DOOR: THE GLOBAL MARKET
PLACE
• What are the opportunities and challenges?
• When looking at these investments, what factors should be taken into
consideration?
• What are the present the experiences of those Tribes and Tribal members who
have entered these markets?
10:30 Networking/Coffee Break
TRACK A
10:45 TRIBAL FINANCE OFFICIALS ROUNDTABLE
• What are the strategies to enhance a Tribe’s cash flow position?
• How has the economy impacted their work?
• What lessons can they pass on to other Tribal finance officials?
Panelists:
Diane Gange, Chief Financial Officer, JAMESTOWN S'KLALLAM TRIBE
Michael Johnson, Chief Financial Officer, SAGINAW CHIPPEWA INDIAN
TRIBE
Jennifer Bryant, Vice President of Finance/Chief Financial Officer, VALLEY
VIEW CASINO
Gange Bryant
For more information/registration, please contact Jeeway Kan at 212.224.3256, or jkan@imn.org
8. TRACK B
10:45 MAKING INFRASTRUCTURE IMPROVEMENTS ON THE
RESERVATION
• Investing Tribal monies in infrastructure projects
• What are the financing methods and approaches to meet the challenges of a
growing population's social service needs?
• Where to find grant, aid and loan monies
• Who are the leaders in your community that can help you move your project
along?
Panelists:
Thomas Davis, Chief Planning & Development Officer, AGUA CALIENTE
BAND OF CAHUILLA INDIANS
Kee Allen Begay, Jr., Council Delegate, NAVAJO NATION
CLOSING PLENARY
11:45 THE 2008 ELECTION IMPACT: WHAT KIND OF CHANGE CAN WE
EXPECT?
• What will be the long and short term impact of the new Presidential
administration?
• What does having a White House Advisor on Indian Affairs mean to Indian
Country?
• What role will Indian Country have in the Obama’s economic stimulus
initiative?
Panelists:
Ernie Stevens, Chairman, NATIONAL INDIAN GAMING ASSOCIATION
Stevens
12:45 IMN's Tenth Native American Finance Conference concludes
For more information/registration, please contact Jeeway Kan at 212.224.3256, or jkan@imn.org