Entrepreneurs and citizens are growing their communities by leveraging models that allow direct investing by average citizens (the 96%). This includes loans and investments that build the local economy. Hear about the tools and strategies that enable the flow of local dollars into our communities, and the multiple benefits they provide.
See below for the agenda of these events.
Friday, June 15 | 5:30 – 8:00 p.m.
$15 Pre-Registered | $20 at the door
Light edibles & beverages provided
Natural Capital Center
721 NW 9th Avenue, Portland Oregon
Billy Frank Jr. Conference Room, Second Floor
Keynote speaker Amy Cortese begins the evening by sharing creative local investing initiatives around the country. She is followed by a blue ribbon panel describing efforts in Portland and around the Pacific Northwest, and how to get involved. The evening Re:Forum is followed by a day of hands-on workshops designed to make it happen. Each workshop is only the beginning. Ongoing, follow-up meetings will ensure success. Read more about the book here.
Michelle Sandoval, Former Mayor of Port Townsend, WA.
Michelle is a serial entrepreneur starting her first restaurant at 24, she went on to own two acclaimed restaurants and a catering company in Southern California. Michelle moved to Port Townsend, WA in 1993 and she immediately got involved in local politics. She is in her third term on the Port Townsend city council, having served two terms as mayor. She is also co-owner and broker of Windermere Real Estate. A founding member of LION (Local Investment Opportunity Network),she is currently working on opening a community owned mercantile(QMC) through the SCOR Direct Public Offering registration option in WA.
Marty Gay, Author, Co-Founder, LION
Partner at consulting group, In Sight: Community Wealth Solutions, CFO of Quimper Mercantile Company, and founding member of EDC/Team Jefferson, the county economic development organization in Port Townsend, WA. Marty is also serving as executive of Olympic Finance Development Authority, a regional economic development initiative to help small businesses find capital for start-up or expansion. Marty is co-owner of Windermere RE Port Townsend, a former public school teacher, an award-winning chef and restaurateur, and author/co-author of 19 books.
Shaula Massena is an analytical thinker who brings a blend of financial and social experience from her work as a private equity investor and as a foundation grant maker. Shaula has been making direct private investments since 2006 and has explored the gamut of debt, convertible debt and private equity both as an personal investor and through her foundation. She received her Sustainable MBA from the Bainbridge Graduate Institute in 2008. Between undergrad and business school she spent 10 years honing her problem analysis and business management skills at tech companies from megacorp to startup. Currently Shaula is supporting the local impact enterprise space as a managing partner at Hub Seattle.
Malaika Maphalala is a Financial Advisor with Natural Investments, an Investment Advisory firm that has specialized in exclusively socially responsible and ethical investing for over 25 years. Malaika works with individual and institutional investors to create portfolios that reflect their own social priorities and concerns, generating healthy returns while cultivating opportunities to make a difference. Passionate about sustainable agriculture, poverty alleviation, and social justice, Malaika is particularly focused on engaging investment dollars to support communities, microfinance, and the development of organic, sustainable food systems.
Julie Davies O’Shea is the Executive Director of Farmer's Conservation Alliance (FCA), a 501(c)(3) social enterprise. Julie’s experience in business and strategic planning, branding, market development, and fundraising, combined with her background in environmental, renewable energy, and irrigation projects guide her work implementing FCA’s vision to benefit both agriculture and the environment. Julie specializes in new trends in technology transfer, social entrepreneurship, using metrics for management, organizational evaluation strategies, social capital, as well as licensing and patents for nonprofits. Julie recently led the development of a fundraising approach that puts FCA work within the context of an investment offering.
As a founding member of the pioneering Local Investing Opportunities Network (LION), based in Port Townsend, Washington, James is an enthusiastic supporter of the local investing or “locavesting” movement, which encourages people to invest money within their local communities. LION has drawn attention for its success in connecting investors with local small businesses, having been featured on Peak Moment Television , in the book “Locavesting, ” and in many articles and conferences. James works for Natural Investments as a financial advisor focused on socially responsible investing.
Katrina Scotto di Carlo
Katrina Scotto di Carlo is an evangelist for collaborative, place-based economies. Her work in this fascinating sector includes co-founding Supportland, a cross-business rewards network exclusively for locally-owned businesses. Since launching August of 2010, Supportland has 140 locally-owned businesses and over 37,000 active cardholders in Portland, Oregon. Katrina is also on the council of the newly formed Oregon Banks Local, a self-proclaimed design activist, and a mama to two brilliant kiddos
Saturday Workshops | June 16th:
PREM Group Meeting Space at 12th and Flanders
WORKSHOP #1: How to secure up to 500 local investors - legally.
Gathering Community Capital
SORRY- THIS WORKSHOP IS SOLD OUT
Imagine 500 community members who care about your business success because they are direct investors. While new crowdfunding laws are underway, a legal tool is available to you right now. Attend this workshop to get a thorough understanding of the process, costs, and benefits of offering shares of your business to your neighbors. It's called a Direct Public Offering, and it could help start or scale your enterprise.Workshop details here.
9:00 a.m. - Noon
Workshop Fee: $149.00 per enterprise (teams of three per registration ok)
WORKSHOP #2: Becoming a Community Investor - (details here)
Join a cohort and begin to develop your approach
A workshop for smart, local investors (or maybe you're smart and local, but don't yet think of yourself as a "local investor" - but are interested in moving in that direction) Join us to learn how.
1:00 p.m. - 4:00 p.m.
Workshop Fee: $25.00
“How are we going to begin rebuilding the broken economy and creating jobs? Where is the investment going to come from? One answer is taking shape in dozens of towns and neighborhoods across the country, as citizens from Brooklyn, NY to Port Townsend, WA are figuring out ways to invest in the local businesses that create jobs and help build strong local economies.”
-- Amy Cortese, author, “Locavesting”
Join us! Bring our money home!