FIR Research Papers

The School of Community Economic Development in conjunction with the Roundtable has categorized all research and project presentations into six topic areas. Topic areas include but are not limited to capital resources, community asset building, financial services, manufactured housing, philanthropy & technology. In an effort to make the research and project presentations available to both communities & individual practitioners all documents are identified under their respective topic areas and are available for download (PDF format) by "clicking" the title of the article.

Topics addressed by the Roundtable:

Capital Resources

CALPERS California Initiative. Communities: An Initial Assessment (PDF 2 mb)

Capital Market Access: Financial Guaranty Enhancement. (Power Point 42 kb)
Authors: Charles Tansey, Wayne Marsden, Greg Stanton

Capital Markets for Community Development Lenders: Questions & Answers. (PDF 82 kb)
Author: Michael Swack

CDFI Data Project. (PDF 48 kb)
Author: Kent Marcoux

Changing Capital Markets and their Implications for  Community Development Finance. (PDF 98 kb)
Authors: Kirsten Moy, Alan Ogakagi

Community Development Security Enhancement  Organization.  (PDF 59 kb)
Author: Daniel M. Leibsohn

Expanding Capital Resources for Community Development. (PDF 74 kb)
Author: Daniel M. Leibsohn

Major Rating Factors. Standard & Poores (PDF 107 kb)

Massachusetts Pension Reserves Investment Management Board: Urban investing through a transparent selection process (PDF 56 kb)
Author: Lisa A. Hagerman, Gordon L. Clark and Tessa Hebb

Pension Funds and Urban Revitalization. California Case Study B: Real Estate. CALPERS' California Urban Real Estate Initiative. (PDF 56 kb)
Author: Tessa Hebb - Pensions and Capital Stewardship Project, Harvard Law School

Pension Funds and Urban Revitalization. New York Case Study: Competitive returns and a revitalized New York (PDF 58 kb)
Author: Lisa Hagerman, Gordon L.Clark and Tessa Hebb

Public Pension Funds and Urban Revitalization. California Case Study: A Private Equity. CALPERS' California Initiative.  (PDF 57 kb)
Author: Tessa Hebb - Pensions and Capital Stewardship Project, Harvard Law School

Rationale. Standard & Poores (PDF 46 kb)

Roundtable Seminar on Structured Finance Planning Notes (PDF 26 kb)

Securitization and Secondary Markets Memo.  ( PDF 42 kb)
Author: Jack Northrup

Tax-Exempt Bonds for Not-for-Profit Organizations.  (PDF 360 kb)
Author: Josh Stern

The Capital Exchange Cooperative: Commercial Paper for Community Development Organizations.  (PDF 169 kb)
Author: Charles D. Tansey

The Commercial Paper Coop, 2007 (PDF 417 kb)
Author: Charles Tansey, Neighborhood Reinvestment Corporation

The Commercial Paper Cooperative, 2006 (Power Point 147 kb)
Author: Charles Tansey, Neighborhood Reinvestment Corporation

The Minifed Concept. (PDF 77 kb)
Authors: Michael Swack, Greg Stanton

Unblocking Obstacles to Capital Markets for Community  Development Lenders.  (PDF 485 kb)
Author: Greg Stanton

 

Community Asset Building

Asset Building Community Health Centers I.  (PDF 48 kb)
Authors: NH Charitable Foundation

 
Author: CRA Fund Advisors

Creating a Financial Guarantee for Community Development Assets (Power Point 91 kb)
Authors: Wayne Marsden, Senior Advisor, Wall Street Without Walls

Financing Community Assets. (PDF 36 kb)
Authors: Jack Northrup, Julia Sass Rubin

Financial Tools to Promote Community Assets. (PDF 80 kb)
Author: Jack Northrup

Financial Tools to Promote Community Asset Building - Interviews (Power Point 50 kb)

ICA Group Case Studies, A Description of Two Projects.  (PDF 73 kb)
Author:Jack Northrup

New Hampshire Consumers Utility Corporation. (PDF 122 kb)
Author: NHSERVCO

Participants in the Financial Tools to Promote Community Asset Building.  (PDF 58 kb)
Author: Jack Northrup

Report to the Financial Innovations Roundtable: Financial Tools to Promote Community Asset Building Roundtable.  (PDF 99 kb)
Author: Jack Northrup

 

Financial Services

Access to Improved Financial Services In Impoverished Neighborhoods.  (PDF 61 kb)
Author: Daniel M. Leibsohn

Analysis of Business Models and Financial Feasibility of  Fringe Banking Institutions.  (PDF 148 kb)
Author: Daniel M. Leibsohn

Banking the Latino Immigrant. (Power Point 8 mb)
Author: Luz Urrutia

Case Study #3, First Bank of America.   (PDF 92 kb)
Author: Daniel M. Leibsohn

Case Study #7, Compass Center Bank. (PDF 79 k)
Author: Daniel M. Leibsohn

Creating a New Insurance Company to Insure Financial Transactions Initiated by Community Development Lenders:  The Start-ups of Community Develeopment Assurance (Power Point 144 kb)
Author: Wayne A. Marsden, Community Development Assurance

Family Economic Success  Strategy Institute. (Power Point 123 kb)
Author: Kirsten S. Moy

Financial Services Matrix (PDF 62 kb)

Financial Services Programs.  (PDF 91 kb)
Author: Daniel M. Leibsohn

Case Studies from a Business Model Perspective: An Analysis of Business Models and Financial  Feasibility of Fringe Banking Systems. (PDF 86 kb)
Author:     Daniel M. Leibsohn

Making Financial Services Work Better for Millions More Families.  (Power Point 2 mb)
Author: Ellen Seidman

Case Study #6: Northeast Community Federal Credit Union.  (PDF 86 kb)
Author: Daniel M. Leibsohn

Case Study #4: Northside Community Federal Credit Union.  (PDF 81 kb)
Author: Daniel M. Leibsohn

Case Study #5: South Shore Bank of Chicago.  (PDF 81 kb)
Author: Daniel M. Leibsohn

Financial Services Program, Case Studies from a Business Model Perspective (PDF 86 kb)

 

Manufactured Housing

Financial Products to Promote the Growth of Resident Owned Manufactured Housing Parks (PDF 10 kb)
Author: Paul Bradley, New Hampshire Community Loan Fund

Financing Quality Resident Ownership at Scale: ROC - USA (PDF 906 kb)
Author: Paul Bradley, New Hampshire Community Loan fund and Frank Wilary, Wilary Winn, LLC

Manufactured Housing Park Program  (Power Point 70 mb)
Author: Paul Bradley

Final Pro-Forma (PDF 10 kb)

Financial Products to Promote Growth of Resident-Owned (PDF 10 kb)

Manchester Merchandiser Article (PDF 651 kb)

Resident-Owned Communities (PDF 49 kb)

 

Philanthropy

New Hampshire Community Loan Fund: CDFIs and Philanthropy (PDF 10 kb)

Interim Report on the Philanthropy Project. Author: NH Community Loan Fund (NHCLF) (PDF 10 kb)

Philanthropy Session. Author: NH Community Loan Fund (NHCLF) (PDF 10 kb)

Old Products, New Products: Bringing More and Larger Donors to the CDFI World.  (PDF 10 kb)
Author: NH Community Loan Fund (NHCLF)

Non-Profits and the Private Equity Markets:  Where Do They Intersect? (PDF 1.18 mb)
Author: Robert Ottenhoff, GuideStar

CDFIs and Philanthropy: Discussion Memo. (PDF 54 kb)
Author: Julie Eades

The Link Between Philanthropy and Community Development Finance. (PDF 36 kb)
Author: NH Community Development  Loan Fund 

Summary - NH Community Loan Fund: CDFI and Philanthropy.  (Power Point 219 kb)
Author: Alan Cantor

 

Technology

Technology, CDFIs and Community Development Finance.  (PDF 77 kb)
Author: Kirsten S. Moy

Telecom and Information Technology: The New Infrastructure  For Community Economic Development: Case Studies.  (Power Point 109 kb)
Authors: Kirsten S. Moy, Alan Okagaki

Telecom and Information Technology,  The New Infrastructure  for Community Economic Development: Community Development Innovation & Infrastructure Initiative.  (Power Point 90 kb)
Authors: Kirsten S. Moy, Alan Okagaki