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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
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
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
• 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
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
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
• 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
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

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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