1 WIHD 2010 CONFERENCE ON HOUSING INITIATIVES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES MAY

2 Institutional Business Mergers & Acquisitions ($$$ = Fees) Corporate Finance ($$$ = Transactions/Fees) Sales & Trading ($$$ = Transactions) Capital Raising ($$$ = Fees)

3 POLICY American with Disabilities Act “Olmstead” Decision IDEA DOLLARS Federal/State/Local Programs Voluntary Agencies = Deliver Services PROBLEMS Budget Shortfalls Greater Responsibility Falling on Family Members

4 AN INVESTMENT BANK FOR DISABILITIES "In the middle of difficulty lies opportunity“ Albert Einstein Sales & Trading = Loan Portfolio (Housing & Schools) -Spread on Lending Corporate Finance/Banking Advice = Technical Assistance -Fees by transactions -Consulting Fees Capital Raising -Origination Fees -Finders Fees

The DOF organizes the market by investing in socially responsible “disability” investments.

6 859 Certified Community Development Financial Institutions as of 3/31/2010 New York 77

Problem: Six Sets of Parents Plan to Create Home for Their Young Adults with Developmental Disabilities Land HouseCapital 7

Problem: For Profit Provider of Housing for People with Disabilities Needs Capital Refinance New Capital $50,000 to $50,000,000 8

Problem: How to double the size of a school for children with severe ASD Acquire new land Secure Construction Financing Refinance Permanent Financing 9

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11 $$$ M&Aof Voluntary Agencies

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ABLE Act S. 493  Gillebrand Co-Sponsor H.R  176 Co-Sponsors  Ackerman  Bishop  Hinchey  King  McCarthy  McHugh  Meeks  Murphy  Tonko  Towns NYS can be creative Match Savings Tax Credits  Families  Developers 13

 For Funding of Potential Projects: Ellen Chen:  For Technical Assistance: Nanci Freiman:  General Office number: (516)