Private Investment Tools Forum

Description:

Dave Glaser, President of Montana Community Development Corporation, will present information on the New Markets Tax Credits program.  Ed Wetherbee, Managing Director of Northern Rockies Regional Center, will present information on the EB-5 program  (employment-based foreign investment).

Dave and Ed will discuss:

  1. Background of the program
  2. What the program is
  3. When it should be used
  4. When it shouldn’t be used
  5. How we’ve used it in Montana
  6. What went really well
  7. What didn’t go so well
  8. What’s next

Dave Glaser is the President of Montana CDC and works out of the Missoula office.  Dave oversees all aspects of Montana CDC and works in conjunction with the Montana CDC board of directors to help develop long term strategy for the organization.   Before joining Montana CDC in 2007, Dave served as the Chief Operating Officer and Environmental Scientist for a number of environmental consulting firms and has managerial experience at other non-profits.  Dave serves on the Opportunity Finance Network Board of Directors as well as the advisory board for the Montana Small Business Development Center network. Additionally, Dave serves on the board of Homeword, a statewide low income housing organization in Montana. Before finishing his Masters Degree, Dave worked abroad extensively, teaching whitewater kayaking, working on a kibbutz in Israel, crewing on sail boats and guiding backcountry and river expeditions throughout the world.  Dave and his wife live in Missoula and are the proud parents of twin girls.

Managing Director, Edward J. Wetherbee, is a principal of CVM Funds, an investment and business development company and partner in the NRRC.  The prior CVM Funds supported over 60 companies in 25 years, with primary locations in Colorado, New Mexico, and Montana.  He is currently co-developer of a $225 million mixed-use river-front real estate redevelopment project in the heart of Missoula, Montana. He was a developer and president of three environmentally friendly natural gas fired electrical cogeneration projects, and president of an agribusiness company growing premium produce in greenhouses, supplying large regional distribution centers.  He is currently on the Executive Committee and is the recent past-chairman of the Montana Academy of Distinguished Entrepreneurs (MADE), which supports the University of Montana Entrepreneurship program.

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