Data x Insight = Facilities
Data x Insight = Facilities
,
Salon K
Facilities access remains the lynchpin to charter school operational stability and growth. Join this interactive session to learn about and discuss topics relevant to facility financing topics: • Data and trends in capital markets financing • Bond Basics – how charters utilize bonds • Trends in private lending • SEC enforcement activities – the municipal advisor rule • Credit enhancement programs • Developer deals, and other hot topics Featuring a range of voices in conversation, we will keep the session interactive through Q&A and case studies. We look forward to the conversations this will spark around facility financing for charter schools.
Scroll down to view handouts.
Presenters

Senior Vice President
Masterson Advisors
Jonathan Church is a Director for Masterson Advisors, based in Houston, Texas. He provides municipal advisory services for issuers of tax-exempt bonds including: charter schools, not-for-profits, universities, healthcare organizations, and others. Prior to joining Masterson Advisors in 2018, Jonathan worked for FirstSouthwest Company (subsequently Hilltop Securities). Jonathan received his B.S. in Business Administration and M.S. in Healthcare Administration from Trinity University in San Antonio. Jonathan holds Municipal Advisor Representative and Municipal Advisor Principal licenses.

Partner
Orrick, Herrington & Sutcliffe, LLP
Amanda has advised on more than $5 billion of both publicly-offered and privately-placed charter school financings. Her work on these financings extends across the country, including Texas, Florida, Tennessee, California, Arizona and New York, among many others. Amanda works with a first-of-its-kind nonprofit social impact fund that leverages private charter loans to the public market. Since their creation in 2018, Amanda has worked on documenting more than $1.7 billion in loans to high-performing charter schools who do not otherwise have access to long term, low cost financing. Amanda and team are tasked with working with the local borrower’s counsel for each new borrower and each new state to create a financing structure that meets the long term needs of the borrower, while conforming with state charter law and the clients lending requirements. Amanda has also created structures to help with taxable refundings, to finance around existing new market tax credit structures and many other needs of the borrowers.
Investment Principal
Equitable Facilities Fund
Marc Wancer is a founding member of the Equitable Facilities Fund (EFF), where he leads the underwriting team in supporting high-quality public charter schools nationwide. In this role, he oversees the evaluation and guidance of schools through EFF’s affordable, mission-driven lending process—ensuring that facilities financing is never a barrier to student success. With over 25 years of experience in impact investing and nonprofit leadership, Marc brings deep insight into the challenges and opportunities facing education-focused organizations. His career began in commercial banking, but he quickly pivoted to mission-focused lending, driven by a passion for expanding access to opportunity in underserved communities. Before leading underwriting, he co-directed EFF’s lending and business development initiatives, helping expand access to low-cost capital for schools serving historically underserved communities. Prio to EFF, Marc was a Senior Executive and Analyst at Aeris, where he conducted in-depth financial and operational assessments of more than 70 Community Development Financial Institutions (CDFIs) across the country. His earlier career included managing development finance initiatives in Southeast Asia and spearheading lending and program work at both NFF (Nonprofit Finance Fund) and Hope Enterprise Corporation. Marc holds a B.A. in Central European and Russian History from the University of Minnesota and an M.A. in International Politics and Economic Development from Fordham University.

Senior Associate
Orrick, Herrington & Sutcliffe LLP
Sean serves as bond counsel, disclosure counsel, and underwriter's counsel on a variety of public finance transactions, including general obligation and revenue bond financings. Sean's experience includes counseling large public transportation agencies, and assisting in the financing of affordable housing, charter schools and higher education institutions throughout California.
Scroll down to view handouts.