A SPECIAL BREAKFAST FOR INVESTORS & ENTREPRENEURS- Finding Alternate Funding SourcesFriday, October 9, 2009 from 7:15 AM to 10:00 PM (ET)Salem, MA |
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Event Details
A SPECIAL BREAKFAST
Finding Alternate Funding Sources October 8 -- 7:15 a.m. to 10:00am
Are you an entrepreneur looking for investors? Are you an investor, manager or service provider looking for growth enterprises? You are invited to attend our special breakfast on FINDING ALTERNATE FUNDING SOURCES. October’s breakfast will cover ways to find alternative funding sources. Join us to hear from this expert panel and network with other entrepreneurs and investors. PANEL MEMBERS: Margaret Somer (Moderator), Regional Director, MA Small Business Dina Routhier, Principal, MTDC - MA Technology Development Corporation
Andres Lopez, President MCDFC - MA Community Develoment Finance Corporation.
Phil Holberton, President, Differential Proteomics, Inc. (Ipswich), awarded multiple SBIR federal R& D grants; technology co.; and winner of 2008 North of Boston Business Plan Competition.
8:00 - 9:00 AM Introduction by attendees - an opportunity to tell the group who you are, what you do and your purpose for attending the meeting At the close of the meeting, a printed roster of the meeting's attendees is available. Attendees are identified as Investors seeking new investment opportunities, Entrepreneurs looking for investment in their ventures, Management Candidates searching for new opportunities or Service Providers looking to provide help and services to all. General Format of Meeting
7:15 - 8:00 AM Registration, breakfast buffet and informal networking
9:00 - 9:45 AM Presentation by our speaker or panelists
9:45 - 10:00 AM Q&A, and more informal networking
KEYNOTE SPEAKER AND PANELISTS
Margaret Somer joined the Massachusetts Small Business Development Center (SBDC) at Salem State College in 2005 as its Regional Director for northeast MA, after four years as director of the UMass Boston SBDC. Previously, Margaret worked for 14 years in economic and business development at Massachusetts Community Development Finance Corporation (CDFC). There she served as External Affairs Officer and later, Fund Manager of the $10 million Urban Initiative Fund. She has consulted with several economic development groups and for a time, managed a bi-national trade organization and a technology incubator. Margaret is a board member of the Creative Economy Association of the North Shore (CEANS) and participates on the Bertolon School of Business Advisory Board at Salem State College, the MA Community and Banking Council, the Swampscott Elections Board and Swampscott Town meeting. She has participated in the development of new business products and programs, community development initiatives, public affairs and government relations. Margaret has a BA from Boston University and an MA from Tufts University. She completed her thesis at Tufts University in 1999 on the turnaround of Ireland's economy, the role of the European Union and the country's emerging small business sector.
SBDCs are funded by the U.S. Small Business Administration and state government to provide free business counseling, assistance with raising capital, and business education programs.
Tom Daniel, the Economic Development Manager for the City of Salem, focuses on business growth and redeveloping underutilized land. He serves on the Board of the North Shore Workforce Investment Board (WIB) and is the City’s point person on the North Shore’s creative economy regional initiative. Formerly, Tom was the Economic Development Manager for the City of Minneapolis, MN where he specialized in real estate redevelopment focused on cultural facilities development and intensification of land uses on transit routes. He is a graduate of Grinnell College and has a Master’s degree in Urban and Regional Planning from the University of Minnesota. He holds economic and housing development finance professional certifications from the National Development Council, is a member of the American Institute of Certified Planners (AICP), and is a German Marshall Memorial Fellow.
Dina Routhier, Principal, Massachusetts Technology Development Corporation, has over 12 years experience investing in and financing technology companies. She joined MTDC in 1999, and is responsible for reviewing business plans, interviewing entrepreneurs, identifying marketable technologies, making early-stage equity investments and working closely with MTDC portfolio companies. Mrs. Routhier manages an existing portfolio of five companies—serving as a Director of three of those companies (geoVue, Spectra Analysis, and EdNets), and as an Observer/Advisor to the other two (OwnerIQ and Tomophase). Prior to joining MTDC, from 1995 to 1999, Mrs. Routhier managed a $400 million portfolio of loan commitments at Fleet National Bank (now Bank of America). As a member of the Bank’s High Technology Division, she prospected, structured and originated new debt facilities to start-up and established companies operating with the technology and biotechnology industries. She came to Fleet National Bank from JP Morgan & Co., Inc. in New York City. Mrs. Routhier earned her MBA from Boston University and her Bachelor of Science in Management from Boston College.
In 1978, the Commonwealth launched Massachusetts Technology Development Corporation to address the equity capital gap for start-up and expansion of early-stage technology companies, to create jobs, leverage private investment in Massachusetts companies, foster technological innovations and to nurture entrepreneurship in Massachusetts. MTDC’s officers work closely with the venture capital, financial, industrial, and academic communities.
Phil Holberton is President & CEO of Differential Proteomics, Inc. which is developing a transformative technique for identifying proteins. He has more than two decades of experience in executive management, including financial, strategic planning, business development, operations and senior executive coaching. He teaches “Leadership Team Building and Decision-making” at Brandeis University’s Masters in Software Engineering Program and has an appointment at Babson College. Holberton is a frequent guest columnist for Boston Business Journal, Mass High Technology, and IndUS Business Journal. He also publishes a periodic e-zine Speaking of Leadership®. Phil has held executive positions at Cambridge NeuroScience, General Cinema Theatres, Genome Therapeutics, and Becton Dickinson & Company.
Holberton is a Certified Public Accountant, and has an advanced management certificate program in Information Services at Harvard Business School. Previously, he was a past president of the Financial Executives Institute’s Boston Chapter and vice chairman of the MIT Enterprise Forum of Cambridge.
Andres J. Lopez, President of the Massachusetts Community Development Finance Corporation (MCDFC), a state affiliated financing agency that assists small businesses to become sustainable and grow. Mr. Lopez has more than 20 years experience in business consulting including turnaround management, business strategy, raising capital and debt restructures. Mr. Lopez earned a BBA in accounting from the University of Puerto Rico in 1973, then worked at Arthur Andersen & Co. prior to holding various financial positions at ITT, Bank of Boston and Data General Corporation. While working as a financial professional, Lopez earned an MBA at Boston College in1982. He founded a consulting firm, Wellesley Square Associates, Ltd., in 1986, with the intent of helping small businesses become stable, integral parts of the New England economy.
Massachusetts Community Development Finance Corporation is a quasi-public corporation created by the Legislature in 1975 to help small businesses access capital that might not be available from traditional lenders. It is one of the nation's first state-wide community development finance institutions. CDFC, governed by a board of directors appointed by the Governor, provides businesses with lines of credit, term loans and surety bond financing. To date, CDFC has invested more than $70 million in the Massachusetts economy.
When & Where
The Enterprise Center at Salem State University
121 Loring Ave
Salem,
MA 01970
Friday, October 9, 2009 from 7:15 AM to 10:00 PM (ET)
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