Bridging the Gap to Capital Markets for Community Lenders

Yi Wei Momentus Securities

Track

Shaping Capital Systems

Format

The Collaborative Forum ((Up to 3 Facilitators/Speakers))

Speakers

  • NameYi Wei
  • TitleHead of Institutional
  • OrganizationMomentus Securities
  • NameShandra Richardson
  • TitleSr. Director of Home Ownership & Small Business
  • OrganizationChicago Community Trust
  • NameOswaldo Acosta
  • TitlePresident and CEO
  • OrganizationCity First Enterprises

Description

Mission-driven lenders finance affordable housing, healthcare, and other pressing needs in places conventional capital does not reach. But their efforts remain small relative to the need. Capital markets offer scale and reliability.

Featuring a mission-driven investment bank, a CDFI reorienting toward capital markets, and a community foundation deploying grants, impact investments, and convening power in tandem, this conversation explores how philanthropy and impact investing can work together to close the gap.

Attendees leave with examples of how mainstream financial tools, such as preferred securities, secondary market trading, and bond issuances can be adapted for community finance.

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