The CPACE Game Changer

Start: Thursday, October 07, 202112:00 PM Pacific Daylight Time (US & Canada) (GMT-07:00)

Host Contact Info: 206-498-5887

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CPACE Panel 12:00-1:20 pm PST
Commercial Financing for Water Conservation, Efficiency, Renewables and Resiliency.

What is CPACE-Commercial Property Assessed Clean Energy?

Commercial building owners and developers can finance up to 100% of hard and soft costs of building performance and resiliency improvements, with little to no cash down. Learn how you can get longer payback amortizations and increase your cashflow with this program that now operates in 35 states.

-Breakout sessions are in the meeting that follows afterward and registration for either gives you links to both-

Moderator: Colin Mitchell, CCRE Advisors

Panelists:
Phillipe Hartley, Clean Financing LLC
Rafi Goldstein, PACE Lending Group
Michael Yaki, Petros
Robert Countryman, First Interstate Bank
Joe Berney, Lane County Commissioner



1:30-3:00 pm PST
Breakout sessions by Sector: Hospitality/Office/Retail, Health Care/Assisted & Independent Living, Multi-Family-Affordable Housing, Nonprofits/Churches/Private Schools, Agriculture, Tribal, Local Governments


Breakout Session Moderators:
Hospitality/Office/Retail: Dana White, Greenworks Nuveen
Health Care/Assisted & Independent Living: TBD
Multi-Family-Affordable Housing: Matthew McCormack, PACE Lending Group
Nonprofits/Churches/Private schools- Phillippe Hartley, Clean Financing LLC
Agriculture: Mike Bahr, Poppy Bank
Tribal: Colin Kalvas, Bricker & Eckler
Local Governments: TBD


PANELIST BIOS

Colin Mitchell, Capital Markets, CCRE Advisors

Colin is one of the CCRE company’s original five members. Prior to CCRE, Colin worked at Cushman & Wakefield/Pyramid Brokerage as a salesperson for 2 years where he represented Fortune 500 tenants.

Colin graduated from Siena College with a bachelor’s degree in finance with a concentration in investments. While attending Siena, Colin was a founding member of the FinTech Startup REALLY Inc. where his main role was completing the pro forma modeling for future Venture Capital raises. Colin has a strong background in finance and while working in Commercial Real Estate, Colin realized that Commercial Finance/Funding is where he can best utilize his skill set and relationships to best suit his clients.


Philippe Hartley

Phillippe Hartley, Clean Financing LLC, Managing Director C-PACE marketplace, PACEfi.com

Philippe founded CleanFinancing in 2014 to help accelerate financing for the small-to-medium (sub-$5MM) commercial smart energy sector. A California-licensed general and electrical contractor, Philippe spent years running a solar installation company. He knows first-hand that financing can be the make-or-break part of a project. Since 2004, Philippe has overseen, sold, managed or financed thousands of solar projects at the residential, commercial and industrial level. Now focused on helping to make US building infrastructure better, he is a national expert on Commercial PACE financing, and tax structures. “Yesterday was all about solar” says Philippe “but today it’s about efficiency: time, resource, productivity and financial efficiency. In the end, that is what we contribute.” Philippe is a regular guest writer on project finance for Renewable Energy World and Solar Power World magazines.


Rafi Goldstein, PACE Lending Group

Rafi is a commercial real estate finance veteran with over 12 years of experience in CRE structured finance, loan origination and equity investments. Prior to founding PLG, Rafi spent his career on Wall Street where he was a Managing Director at Ladder Capital, a publicly traded REIT. At Ladder, Rafi focused on CMBS origination, balance sheet and mezzanine loans as well as equity investments. Prior to Ladder, Rafi worked at Gramercy Capital conducting asset management and loan workouts. Rafi began his career at Credit Suisse in its large loan commercial real estate group. Throughout his career, Rafi has originated and closed over $2.5 billion of commercial real estate loans throughout the country. Rafi has a BS from Ithaca College in Ithaca, New York.



Robert Countryman, Market President - Portland & Seattle, First Interstate Bank
Robert joined First Interstate Bank in 2013, and currently oversees retail banking, commercial &
business banking, treasury management, SBA lending and commercial real estate lending for the
bank’s Portland and Seattle Metro markets.


Robert has over 25 years of leadership experience in the banking and financial services industry.
Prior to joining FIB, Robert held Executive and Senior level positions at other financial institutions in
the Portland, Seattle and Dallas, TX markets. In 2003, he was instrumental in launching Capital
Pacific Bank a new Portland-based business bank as the Executive Vice President overseeing the
sales team, marketing and business development. He and his team were successful in growing the
bank’s balance sheet to over $200 million in loans and $100 million in deposits in its first 5 years and
the bank was eventually acquired by Columbia Bank.

Robert is experienced with CPACE lending programs and successfully integrated PACE loans into
two flagship commercial projects that First Interstate financed in Portland – “Premier Gear &
Machine Works Building” (Class-A office adaptive reuse) and “The PAE Living Building” (zero-
carbon office ground-up construction project).
Robert is very active in the Portland community and has held numerous volunteer leadership
positions with local non-profits and business organizations.


Community Involvement:
 Impact NW, Board Member
 American Heart Association, Executive Leadership Team - Heart & Stroke Walk
 YMCA of the Columbia Willamette, Board of Trustees
 Juvenile Diabetes Research Foundation, Past Board President
 Portland Children’s Museum, Leadership Council & Past President

Education: B.S. Finance/Law- Portland State University


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