2ND ANNUAL COIN INVESTMENT SUMMIT ATTENDEES · 2ND ANNUAL COIN INVESTMENT SUMMIT ATTENDEES LOS ANGELES ... 56 Henry Steven Director UnitedHealth Group ... 83 Mago Hope Sr Associate

SACRAMENTO300 CAPITOL MALL, SUITE 1600

SACRAMENTO, CA 95814PHONE: 916-492-3525

# Last Name First Name Title Company

1 Agnew Lauryn President Seal Cove Financial

2 Alexander Mikiyon Senior Director Standard & Poor’s

3 Angelo Ted VP, Legislative and Regulatory Affairs Assn of CA Life & Health Insurance Companies

4 Applegate Tony VP - Head of Tax Credit Investments Nationwide Insurance

5 Atieh Nadine Manager, FP&A and Capital Low Income Investment Fund

6 Ayala Erica Advisory Board Member COIN

7 Barragan Roberto President/CEO VEDC

8 Bazarewski Reinor Investment Analyst Genworth Financial

9 Berkovich Steve Senior Tax Specialist - Investments CSAA Insurance Group

10 Berman Scott Director, Policy Development Capital Impact Partners

11 Bissell Kathleen AVP & Senior Public Affairs Officer Liberty Mutual Insurance

12 Borda Guillermo Managing Partner HPE

13 Brenner Jeff Chief Investment Officer Impact Community Capital

14 Brett Daniel Manager of InSight Pacific Community Ventures

15 Bybee Phil Vice President Investments Automobile Club of Southern California

16 Bystry Douglas President/CEO Clearinghouse CDFI

17 Cabrera Julia RE Projects Assistant NeighborWorks Sacramento

18 Canada Pam CEO NeighborWorks Sacramento Region

19 Castro Allison Communications Liaison California Department of Insurance

20 Castro Tina Principal Avivar Capital

21 Chan John Consultant CCEDA

22 Chima Vic Investment Officer COIN

23 Christian Phuong Investment Analyst Enterprise Community Investment, Inc.

24 Chu Sandy Investment Officer COIN

25 Clarke Carolyn CFO Pacific Community Ventures

26 Clay Chris California Regional Counsel Allstate Insurance

27 Corley Mary Director of Investor Relations BRIDGE Housing

28 Dennis Neil Chief Investment Manager Fireman’s Fund

2ND ANNUAL COIN INVESTMENT SUMMIT ATTENDEES

LOS ANGELES300 SPRING STREET, SUITE 1100LOS ANGELES, CA 90013PHONE: 213-346-6359




29 Diederich Damon Attorney Department of Insurance

30 Dillard Sidney Partner Loop Capital Markets

31 Dillon Denis VP Finance & Treasurer NORCAL Mutual Insurance

32 Dobrus Stefan EVP & CFO CSE Insurance Group

33 Drennan Jason Director Business Matchmaking

34 Dunn Gary SVP Banc of California

35 Dutra Mary Jo President/CEO SAFE-BIDCO

36 Faust Tom CEO Redwood Renewables

37 Feeney Michael SVP Assurant Inc

38 Feliciano Armand Vice President ACIC

39 Ferguson Lyz Senior Advisor Bay Area Growth Fund

40 Fitzhenry Scott VP and Chief Compliance Officer Liberty Mutual

41 Gamble Tarrell Vice President Blaylock Beal Van, LLC

42 Garcia Marc Sr. Mgr. Financial Planning & Analysis MidPen Housing Corporation

43 Garcia Bertha Executive Director Ventura County Community Development Corporation

44 Gay Lori President & CEO Neighborhood Housing Services of L.A. County

45 Gear Melissa Deputy Legislative Director California Department of Insurance

46 Giampaoli Diane Tax Executive CSAA Insurance Group

47 Gonzalez Paulina Executive Director California Reinvestment Coalition

48 GoPaul Patricia SVP and Counsel Impact Community Capital

49 Gragg Anna Investment Officer COIN

50 Greenspan Alyssa President & COO Community Capital Management, Inc.

51 Grotte Erik CFO Nehemiah Community Reinvestment Fund

52 Guerra Fernando Sr. V.P. Ramirez & Co.

53 Gunning Michael Vice President Personal Insurance Federation of CA

54 Hallstrom Juanita Assist Director Lending and Housing RCAC

55 Heller Preston VP Assurant







56 Henry Steven Director UnitedHealth Group

57 Herczeg Larissa Managing Partner Oak Street Real Estate Capital

58 Herrell Robert Deputy Commissioner California Department of Insurance

59 Hickey Michael Assistant Vice-President MetLife

60 Ho Tony Investment Officer California Organized Investment Network

61 Hofer Jeremy Business Development Manager Fresno CDFI

62 Hoffman Alan CFO Century Housing Corporation

63 Huey Roxanne VP FInance Low Income Investment Fund

64 Hyerstay Robin Vice President Enterprise Community Investment, Inc.

65 Jasieniecki CJ Office Technician COIN

66 Johnson Devon Director of Lending Women’s Economic Ventures

67 Johnson-Hall Tiena SVP, Community Development BBVA Compass

68 Jones Richard Vice President The Guardian Life Insurance Company of America

69 Jones Dave Insurance Commissioner California Department of Insurance

70 Kalkin Kristen Project Manager Business Matchmaking

71 Kinghorn John Director, Impact Investments Prudential Financial

72 Lee Blong Manager Fresno CDFI

73 Lee Stephen Senior Associate, RI-Impact Investing TIAA-CREF

74 Lee James President The Lee Strategy Group, Inc.

75 Leon Maurilio COO CHOC

76 Liebermann Rick Managing Director IHP Capital Partners

77 Lofe, Jr. Donald P. EVP, CFO and CAO Low Income Investment Fund

78 Lopez Tony Sr. Accountant Raza Development Fund

79 Lowe Muramoto Deborah Director, Women’s Business Center California Capital Financial Development Corporation

80 Lucas Jayne Graphic Designer/Photographer California Department of Insurance

81 Mack Arnetta Special Asst. to the President & CEO Neighborhood Housing Services of L.A. County






82 Madrid Juan Controller Raza Development Fund, Inc

83 Mago Hope Sr Associate Huntington Capital

84 Manley Chasen Manager Business Matchmaking

85 Mantilla Monika Managing Partner Small Business Community Capital

86 Manzano Roberto A. SVP ProAmerica Bank

87 Maquilan Melissa Vice President BlackRock

88 Mather Jim Chief Lending Officer Housing Trust Silicon Valley

89 Moraga Tony Community Relations Officer BBVA Compass

90 Morton Cindy CFO California Telehealth Network

91 Nasser Dahir Executive Fellow Governors Office of Business & Economic Development

92 Nemanic Marc Executive Director 3CORE, Inc.

93 Nikander Stephen Manager, Treasury Mercury Insurance

94 Novogradac Michael Managing Partner Novogradac & Company LLP

95 Ocasio Michael President/CEO Small Business Development Corp of Orange County

96 Olivares-Castain Stacie Managing Director COIN

97 Pacheco-Nazemi Mina Partner GCM Grosvenor

98 Paiva Michael Director of Government Affairs Farmers Insurance

99 Paquin Lynn Chief Financial Advisor State Controller’s Office

100 Patel Punita Director of Development VEDC

101 Perryman Myron Vice President/Program Manager Pacific Coast Regional

102 Price Stephanie Investor Relations and Development Thriving Communities

103 Quinn Julie Senior Loan Officer Housing Trust Silicon Valley

104 Ramil Melanie Chief, Community Programs California Department of Insurance

105 Ramos Noni Chief Lending Officer Enterprise Community Loan Fund

106 Randall Ryan CFO and Managing Member Upstart

107 Randhawa Sukh Senior Investment Officer COIN

108 Ren Jane Analyst Pacific Community Ventures

109 Reosti Elizabeth Research Associate California Capital






110 Richter Michael Director KPMG Corporate Finance

111 Rivera Miriam Managing Partner Bay Area Growth Fund

112 Roach Erin VP Marketing & Investor Relations Farmland LP

113 Rose Don Principal/Consultant Advocate Financial Resources

114 Rosset Carol Fund Developer II Rural Community Assistance Corporation

115 Rovira Merilyn SVP, Capital Initiatives The Community Development Trust

116 Rozell Edward SVP Loop Capital

117 Ruskin Lisa Analyst Pacific Community Ventures

118 Sakumoto Jun Partner Avanath Capital Management, LLC

119 Salas Andrea CCRH Intern NeighborWorks Sacramento

120 Salem Lea Director of Finance & Administration Northern California Community Loan Fund

121 Sand David Chief Investment Strategist Community Capital Management, Inc

122 Sandhu Novejot Investment Officer COIN

123 Schaubmayer Helen Program Manager CALED

124 Schneider Joe Director KPMG Corporate Finance

125 Sektnan Mark President ACIC

126 Seku-Amen Malaki Chief Executive Officer California Urban Partnership

127 Shultz Chris Deputy Commissioner California Department of Insurance

128 Smith Veronica Senior Project Manager City of Sacramento

129 Spears Keith Managing Director Transom Capital Group

130 Spence Ken Consultant Assembly

131 Spraycar Paul Senior Project Director The Nature Conservancy

132 Stapp Susan Asst. Chief Counsel California Department of Insurance

133 Stephenshaw Joe Special Assistant to the Speaker CA Assembly

134 Stevens Kellen Legal and Compliance Advisor Low Income Investment Fund

135 Stock Tomoko Bureau Chief California Department of Insurance







136 Sutton Mark Policy and Program Analyst Northern California Community Loan Fund

137 Symonds Toni Chief Consultant Legislature

138 Syphax Scott CEO Nehemiah Community Reinvestment Fund

139 Teat Darrell Managing Director Nehemiah Community Reinvestment Fund

140 Terry Donald Director of Real Estate Development NeighborWorks Sacramento

141 Thomas Mall Mimi Sr. Project Manager Nehemiah Community Reinvestment Fund

142 Thrash-Ntuk Tunua Executive Director West Angeles Community Development Corporation

143 Tomich Tony Head of Pension Investments Farmers Insurance

144 Tong Joseph Investment Analyst Intern COIN

145 Toy Ed Director NAIC

146 Varela Sal President & CEO ProAmerica Bank

147 Vega Alex Director, Lending Services Ventura County Community Development Corporation

148 Vela Rodrigo CFO Raza Development Fund

149 Viton Rick Managing Director Ramirez & Co.

150 Walworth Linc Director Investments CSAA Insurance Exchange

151 Warren Brent VP & CRA Officer Tri Counties Bank

152 Wheeler Douglas SVP Office of Governmental Affairs New York Life

153 White Frederick Director TIAA-CREF

154 Williams John President Avanath Capital

155 Zalazowski Karl President California Coastal Rural Development Corporation

156 Zwick Kevin CEO Housing Trust Silicon Valley

Documents

2ND ANNUAL COIN INVESTMENT SUMMIT ATTENDEES · 2ND ANNUAL COIN INVESTMENT SUMMIT ATTENDEES LOS ANGELES ... 56 Henry Steven Director UnitedHealth Group ... 83 Mago Hope Sr Associate