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New Markets - 1 pager - 1-99 - rtf.rtf Page 1 SBA'S NEW MARKETS INITIATIVES President Clinton's New Markets Initiative is a sweeping new public/private partnership designed to boost business opportunities in underserved rural and inner city communities. The key elements include: tax credits, loan guarantee incentives, a network of private venture capital companies, and technical assistance and mentoring programs. SBA defines New Markets as current and prospective small businesses owned by minorities, women, veterans and handicapped individuals, who are underrepresented in the population of business owners compared to their representation in the overall population, as well as businesses located or locating in low- and moderate-income urban and rural areas. The President's New Markets Initiative includes: New Markets Tax Credits, worth up to 25 percent for investments in a wide range of investment vehicles serving these communities, including community development banks, venture funds and corporations, and other targeted investment funds. New Markets Venture Capital Companies (NMVCs), operating in a manner similar to the SBA's Small Business Investment Company (SBIC) program, will combine equity venture capital financing and technical assistance to smaller businesses located in low- and moderate-income (LMI) areas. SBA's program of between 10 and 20 NMVCs would have up to $100 million in SBA-backed funding and $30 million in technical assistance grants. LMI Investments and Outreach Workshops - SBA will create a new funding mechanism to provide financial incentives to encourage SBICs and Specialized SBICs to invest in low- and moderate-income (LMI) areas. The funding will be provided to licensees in amounts that match the level of their investments in small businesses that: 1) are located in LMI areas, or 2) hire at least 35 percent of their workforce from among residents of LMI areas. SBA also has organized a series of workshops to recruit potential SBIC investors and management teams with experience in investing in small businesses in LMI areas. Beginning in late March, workshops are scheduled for Chicago, Kansas City, New York, Atlanta, Dallas and San Francisco. America's Private Investment Companies (APICs), modeled on the Overseas Private Investment Corporation, will provide up to $1.5 billion per year in combined private capital and government-backed funding to finance equity capital investment incentives for the creation or relocation of large-scale businesses in inner cities and rural areas. The program will be a Department of New Markets - 1 pager - 1-99 - rtf.rtf Page 2 Housing and Urban Development (HUD) program administered jointly by HUD and SBA. BusinessLINC Initiative, a partnership between SBA, the Treasury Department and the business community to encourage large businesses to work with small business owners and entrepreneurs as technical advisors and mentors - especially in America's rural areas and inner cities. New Markets Lending Companies (NMLCs), a pilot program to involve approximately 10 non-depository lending institutions that will make SBA-guaranteed loans under the 7(a) loan program targeted to New Market small businesses. 2/1/99 10:30 am tax SBA'S NEW MARKETS INITIATIVES President Clinton's New Markets Initiative is a sweeping new public/private partnership designed to boost business opportunities in underserved rural and inner city communities. The key elements include: tax credits, loan guarantee incentives, a network of private venture capital companies, and technical assistance and mentoring programs. SBA defines New Markets as current and prospective small businesses owned by minorities, women, veterans and handicapped individuals, who are underrepresented in the population of business owners compared to their representation in the overall population, as well as businesses located or locating in low- and moderate-income urban and rural areas. The President's New Markets Initiative includes: New Markets Tax Credits, worth up to 25 percent for investments in a wide range of investment vehicles serving these communities, including community development banks, venture funds and corporations, and other targeted investment funds. New Markets Venture Capital Companies (NMVCs), operating in a manner similar to the SBA's Small Business Investment Company (SBIC) program, will combine equity venture capital financing and technical assistance to smaller businesses located in low- and moderate- income (LMI) areas. SBA's program of between 10 and 20 NMVCs would have up to $100 million in SBA-backed funding and $30 million in technical assistance grants. LMI Investments and Outreach Workshops - SBA will create a new funding mechanism to provide financial incentives to encourage SBICs and Specialized SBICs to invest in low- and moderate-income (LMI) areas. The funding will be provided to licensees in amounts that match the level of their investments in small businesses that: 1) are located in LMI areas, or 2) hire at least 35 percent of their workforce from among residents of LMI areas. SBA also has organized a series of workshops to recruit potential SBIC investors and management teams with experience in investing in small businesses in LMI areas. Beginning in late March, workshops are scheduled for Chicago, Kansas City, New York, Atlanta, Dallas and San Francisco. America's Private Investment Companies (APICs), modeled on the Overseas Private Investment Corporation, will provide up to $1.5 billion per year in combined private capital and government-backed funding to finance equity capital investment incentives for the creation or relocation of large-scale businesses in inner cities and rural areas. The program will be a Department of Housing and Urban Development (HUD) program administered jointly by HUD and SBA. BusinessLINC Initiative, a partnership between SBA, the Treasury Department and the business community to encourage large businesses to work with small business owners and entrepreneurs as technical advisors and mentors - especially in America's rural areas and inner cities. New Markets Lending Companies (NMLCs), a pilot program to involve approximately 10 non-depository lending institutions that will make SBA-guaranteed loans under the 7(a) loan program targeted to New Market small businesses. NEW MARKETS TAX CREDIT Summary President Clinton announced January 15 that his FY 2000 budget includes a New Markets Tax Credit to help spur $6 billion in private sector investment for business growth in low- and moderate-income rural and urban communities. Businesses in our nation's isolated rural communities and inner cities often lack access to equity capital to grow and succeed. To help attract new capital to these businesses, President Clinton is proposing a new tax credit for equity investments in these communities. Investors would be able to claim a tax credit worth 25 percent of the amount invested, in present-value terms. Investments in a wide range of investment vehicles focused on serving these communities would be eligible for the credit. Over the next five years, these funds would be able to attract an aggregate of $6 billion in new equity capital eligible for the tax credit. What investment funds can use the tax credit? To provide flexibility and attract a range of investors, investments in a wide range of community development investment vehicles would qualify. Under the proposal, the Treasury Department would allocate tax credits to these community development investment vehicles, entities whose primary mission is to serve low- and moderate- income communities. These might include community development banks or venture capital funds, community development corporations (including for-profit subsidiaries or nonprofits), SBA-licensed Small Business Investment Companies focused on low- and moderate-income communities, funds established under SBA's New Markets Venture Capital Companies (NMVCs) - or other investment funds set up to serve low- and moderate-income communities. Tax credits could also be provided for investments in designated national or regional funds that, in turn, invest in local community development organizations. What businesses would qualify? The community development investment entities would make their own decisions, based on local knowledge and expertise, about what investments or loans to make to help create and grow businesses in low- and moderate-income communities, subject to certain rules designed to ensure that the businesses are operating in these communities. A wide range of businesses could be funded by these investment entities, from small technology firms to inner city shopping centers, from manufacturers with hundreds of employees, to retail stores. How would the tax credit work? Community development investment entities - - whether local organizations or national and regional funds - would apply to the Treasury Department for designation. Designated entities would be given the authority to allocate a given amount of tax credits to investors. The entities would use the tax credits to attract investment capital, and then provide the investors with tax credit authorizations, worth approximately 25 percent of their investment (in present-value terms). On their tax returns, the investors would claim a 6 percent tax credit for each of five years of a mandatory minimum holding period on their investment. The community development entities would report to the Treasury Department on the tax credit allocations made, as well as on the use of the investment funds for qualified purposes. The New Markets Tax Credits require authorizing legislation. NEW MARKETS VENTURE CAPITAL COMPANIES Summary In the six years since President Clinton took office, the economy has created nearly 17.7 million new jobs. Yet even during one of the greatest periods of sustained economic growth in American history, we still have not achieved true equality of opportunity. Concentrations of poverty and joblessness continue to have a devastating effect on the social and economic fabric of communities across the country. This lack of opportunity is at the heart of our deepest social divisions. The evidence strongly suggests that there are attractive business opportunities in rural and inner city communities that are not being met. Among the most critical needs of these communities is access to equity investment and technical assistance. President Clinton's New Markets Initiative is designed to make it more attractive to invest in these communities and ensure that the opportunity to stimulate job growth, neighborhood revitalization and economic development of America's untapped new markets is not lost. SBA's New Markets Venture Capital Company (NMVC) is a key component of the President's New Markets Initiative. It complements SBA's existing equity investment program, encouraging small business expansion by providing intensive technical assistance and equity- type capital in rural and inner city areas. New Markets Venture Capital Companies The SBA is proposing a program to fund between 10 and 20 New Markets Venture Capital Companies (NMVC). NMVCs will be venture capital companies that provide a combination of equity venture capital financing and technical assistance to smaller businesses located in low- and moderate-income (LMI) areas. LMI areas are census tracts where at least 20 percent of the population is beneath the poverty level, or where median family income is less than 80 percent of median family income for the surrounding area. SBA also intends to include other areas in which economic development is lagging, including HUBZones, Enterprise Communities, Empowerment Zones and counties with persistent poverty. The NMVC program will involve community-based development organizations whose managers have established successful records in venture capital investing in small businesses. By providing equity capital with intensive technical assistance, they play a major role in the creation and expansion of small businesses in these areas. Their efforts have been severely limited by a lack of adequate funding for both investments and technical assistance. The NMVC program will meet this need by providing government-guaranteed long-term funding, combined with technical assistance grants, to private for-profit community development venture capital companies that will target their efforts in these geographical areas. SBA will select applicants that meet the program's public policy goals. Existing community development venture capital companies and groups with equivalent experience will be encouraged to apply for NMVC status. SBA's objective is to fund a variety of organizational structures and operating strategies, and provide the broadest geographical coverage possible. NMVCs must be organized as for-profit entities and raise at least $5 million in investment capital, which SBA will match up to $10 million for any single NMVC. The interest on the Government funding will be deferred for the first five years. NMVCs must also obtain commitments to provide at least $1.5 million in technical assistance funding over five years. SBA will provide matching technical assistance grants. These grants will cover the costs of technical assistance provided by NMVCs to the small businesses in which they invest. SBA will require each NMVC to invest principally in smaller businesses located in LMI areas. These venture capital investments will typically range between $50,000 and $300,000. SBA is requesting $15 million to support a program level of $100 million, and $30 million in technical assistance grants in the FY 2000 budget. Establishing the program will require authorizing legislation. SBA's SBIC Program The NMVC pilot program will complement SBA's existing Small Business Investment Company (SBIC) program. At the end of FY 98, the SBIC program had a total investment pool of $9 billion, up by more than $2.1 billion from FY 97. In FY 98, licensees made 3,456 investments worth $3.2 billion in small businesses. Over the past 40 years, the SBIC program has provided roughly $20 billion in equity and debt financing to more than 85,000 different companies. Many of them have become household names: Intel, Apple Computer, Federal Express, America On Line, Callaway Golf, Compaq, Sports Authority, Outback Steakhouse, Staples and Sun Microsystems. NEW MARKETS OUTREACH AND THE LOW- AND MODERATE-INCOME INVESTMENT INITIATIVE Summary In the six years since President Clinton took office, the economy has created nearly 17.7 million new jobs. Yet even during one of the greatest periods of sustained economic growth in American history, we still have not achieved true equality of opportunity. Concentrations of poverty and joblessness continue to have a devastating effect on the social and economic fabric of communities across the country. This lack of opportunity is at the heart of our deepest social divisions. The evidence strongly suggests that there are attractive business opportunities in untapped rural and inner city communities that are not being met. One of the most critical needs of these communities is access to equity investment. The president's New Markets Initiative is designed to make it more attractive to invest in these communities and ensure that the opportunity to stimulate job growth, neighborhood revitalization and economic development of America's untapped new markets is not lost. SBA's New Markets Outreach and Low- and Moderate-Income Investment Initiative for Small Business Investment Companies (SBICs) are key components of the President's New Markets Initiative. They complement SBA's existing equity investment program, encouraging small business expansion by providing equity-type capital in rural and inner city areas. Outreach Workshops President Clinton directed SBA to hold workshops to promote the Small Business Investment Company (SBIC) program with the primary goal of encouraging the formation of SBICs focused on meeting the needs of the underserved, primarily in rural and inner city areas. As a result, SBA has expanded its existing efforts to recruit potential SBIC investors and management teams with experience in investing in small businesses in these areas. SBA has organized a series of six workshops designed to bring together three main constituencies: 1) funding sources, primarily the banking community; 2) venture managers, including existing SBICs and Specialized SBICs; and 3) community development organizations. Beginning in late March, workshops are scheduled for Chicago, Kansas City, New York, Atlanta, Dallas and San Francisco. These workshops will result in the creation of new SBIC licensees, new interest in rural and inner city investing, and a database of investment and community development professionals that will be available to work with SBA on this effort. LMI Investment Program As part of its outreach effort, SBA is encouraging existing SBA licensed SBICs to seek out investment opportunities in low- and moderate-income (LMI) areas, and is encouraging formation of new SBICs that will focus their investments in these areas. In addition, the SBA will create a new funding mechanism to provide financial incentives to encourage SBICs and Specialized SBICs to invest in these areas. LMI areas are census tracts where at least 20 percent of the population is beneath the poverty level, or where median family income is less than 80 percent of median family income for the surrounding area. SBA also intends to include other areas in which economic development is lagging, including HUBZones, Enterprise Communities, Empowerment Zones and counties with persistent poverty. Under the LMI Investment program, SBA will create a new funding mechanism for licensees in SBA's SBIC and Specialized SBIC programs. The funding will be provided to licensees in amounts that match the level of their investments in small businesses that: 1) are located in LMI areas, or 2) hire at least 35 percent of their workforce from among residents of LMI areas. SBICs making LMI investments will be eligible for a new form of debenture financing, known as LMI debentures. LMI debentures are debt instruments that are sold with an SBA guarantee in the Nation's capital markets to raise funds. The funds raised are, in turn, provided to SBICs to augment their private capital. The SBICs combine the debenture funds and their private capital to finance their investments in small businesses. Interest on the Government funding will be deferred for the first five years of the 10-year term. That gives SBICs more time to nurture their investments in small businesses before they have to start making payments on the money used to finance them. As an additional incentive for LMI Investments, SBA will modify some SBIC regulations involving control, minimum investment terms and the use of royalty payments. The LMI Investment Initiative will fit within SBA's FY 1999 and proposed FY 2000 budget levels for the Small Business Investment Company (SBIC) program. It will not require authorizing legislation and can be established through changes in SBA's regulations. SBA's SBIC Program At the end of FY 98, the SBIC program had a total investment pool of $9 billion, up by more than $2.1 billion from the end of FY 97. In FY 98, licensees made 3,456 investments worth $3.2 billion in small businesses. Over the past 40 years, the SBIC program has provided roughly $20 billion in equity and debt financing to more than 85,000 different companies. Many of them have become household names: Intel, Apple Computer, Federal Express, America On Line, Callaway Golf, Compaq, Sports Authority, Outback Steakhouse, Staples and Sun Microsystems. P.8 U.S. SMALL BUSINESS ADMINISTRATION ADMINISTA AMOUNT WASHINGTON, D.C. 20416 1933 AMERICA'S PRIVATE INVESTMENT COMPANIES Summary In the six years since President Clinton took office, the economy has created nearly 17.7 million new jobs. But we have not yet ensured that no community will be left behind. Concentrations of poverty and joblessness continue to have a devastating effect on the social and economic fabric of communities across the country. The evidence is clear--there are attractive busi. opportunities in distressed inner city and rural communities that are not being served. A key step to tapping these markets— with purchasing power of over $85 billion per year according to the Harvard Business School-is expanding access to private equity investment in business and industry that serve these communities. The President's New Markets Initiative is designed to make it more attractive to invest in these communities and ensure that the opportunity to stimulate job growth, neighborhood and economic development of America's untapped new markets is not lost. The America's Private Investment Companies (APIC) initiative is a key component of the president's New Markets Initiative. It will be a Department of Housing and Urban Development (HUD) program administered by HUD and supported by SBA to combine SBA's venture investment expertise with HUD's expertise in large scale economic revitalization in distressed areas. It complements SBA's equity investment programs, encouraging substantial business expansion into inner cities and rural areas. America's Private Investment Companies Described as "the domestic OPIC," it was inspired in part by the Overseas Private Investment Corporation which encourages investing in emerging markets overseas. This new program will provide equity capital for larger-scale businesses in inner cities and rural areas. It will fund large, investment partnerships formed by private investors for this purpose. APICs will be organized as for-profit private venture capital funds with an estimated minimum private capitalization of $100 million each. APICs will be eligible for twice that amount in government guaranties on loans obtained from private sources. These significant pools of investment capital will be available to take advantage of the opportunities described above and will help to create good jobs in inner cities and rural areas. P.9 HUD and SBA will jointly solicit proposals for the creation of the investment partnerships. Approximately five organizations will be selected. HUD and SBA will enter into a negotiated financing agreement with each selected APIC. APIC investments will be in low and moderate-income areas and have prior government approval for conformance with the APIC program's public policy objectives. But it is private investors who will identify and pursue the most promising business opportunities in the communities. HUD/SBA anticipate that the budget request of $37 million in FY 2000 will provide $1 billion of government-backed private loans. Combined with a private equity investment of $500 million by investors in the selected organizations, the program is expected to have a total impact of $1.5 billion per year. GANE for Cot BUSINESSLINC Summary In the six years since President Clinton took office, the economy has created 17.7 million new jobs. Yet even during one of the greatest periods of sustained economic growth in American history, we still have not achieved true equality of opportunity. Concentrations of poverty and joblessness continue to have a devastating effect on the social and economic fabric of communities across the country. This lack of opportunity is at the heart of our deepest social divisions. The evidence strongly suggests that there are attractive business opportunities in underserved rural and inner city communities that are not being met. One of the most critical needs of these communities is access to technical assistance. The President's BusinessLINC Initiative is designed to encourage and support mentoring relationships between businesses. This will improve the commercial prospects of small businesses and ensure that the opportunity to stimulate job growth, neighborhood revitalization and economic development of America's untapped new markets are not lost. BusinessLINC is a key component of the president's New Markets Initiative. It complements SBA's existing small business counseling programs and encourages small business expansion by providing mentoring and technical assistance from larger businesses. BusinessLINC Initiative The BusinessLINC Initiative is a new partnership between the Federal government and America's business community to encourage large businesses to work with small business owners and entrepreneurs, especially in America's rural areas and inner cities. BusinessLINC, which stands for Learning, Information, Networking, and Collaboration, is designed to stimulate business-to-business relationships that will produce one-on-one technical advice and consulting, classroom and group training, peer group consulting, strategic alliances, and supplier and marketing development for small businesses. BusinessLINC will help facilitate the technical advice and assistance, access to resources and personal contacts that are necessary for small businesses to compete successfully. SBA is requesting $3 million for this initiative in FY 2000. The SBA and the Department of Treasury will jointly create mentor-protégé programs. The Treasury Department program - Success Partnerships - will help increase the participation of small, disadvantaged and women-owned businesses as contractors and subcontractors by offering technical advice, financial and management skills, endorsement credibility, and one-on-one advice from large companies. The SBA counterpart will seek to enhance the capabilities of participants in the Agency's 8(a) business development program, and to improve their ability to compete and receive Federal Government contracts. In addition, SBA will expand ACENet (Angel Capital Electronic Network), which helps link minority and women-owned businesses with investment capital. SBA will recruit national and local organizations to advocate BusinessLINC strategies through their networks, and encourage companies to 1) build them into their core business strategies, 2) disseminate best practices, 3) create forums for businesses to exchange information and practices, and 4) support an Internet website to encourage BusinessLINC activities. SBA will assemble a BusinessLINC leadership coalition of experts, comprised of both public and private sector representatives. The coalition will work to expand business-to-business relationships between large and small businesses and will provide businesses with on-line information, resources, and a database of companies with an interest in mentor or protégé programs (www.busineslinc.sba.gov) SBA also will support activities throughout the Country that foster direct business relationships between larger and smaller firms on specific projects. The Federal Government's HUBZone Empowerment Contracting program also will support the BusinessLINC initiative. Under the HUBZone program, up to $6 billion in new federal contracts will be targeted to small businesses and distressed areas by the year 2000. In addition, it will widen the pool of potential government contractors and create an estimated 25,000 new jobs in more than 7,000 rural and inner city communities. Several large private sector firms have already committed resources to the project. Those include: GE Capital will expand its Small Business Colleges, which offer business advice to entrepreneurs in distressed areas, and to open a fifth college in St. Louis and a new pilot program for women business owners in Washington, D.C. Science Applications International Corporation (SAIC) will execute joint marketing agreements with small businesses and support relationships with small businesses in the new HUBZone areas. Chase Manhattan Bank will create a new program that will connect its senior bank officers with women and minority small business owners, and a new partnership with the National Association of Black Management Consultants. Bell Atlantic will spend $1.8 billion, through a partnership with SBA, to increase purchasing and subcontracting with minority and women-owned businesses. NEW MARKETS LENDING COMPANY PROGRAM Summary In the six years since President Clinton took office, the economy has created nearly 17.7 million new jobs. Yet even during one of the greatest periods of sustained economic growth in American history, we still have not achieved true equality of opportunity. Concentrations of poverty and joblessness continue to have a devastating effect on the social and economic fabric of communities across the country. This lack of opportunity is at the heart of our deepest social divisions. The evidence strongly suggests that there are attractive business opportunities in untapped markets that are not being met. One of the most critical needs of these communities is access to affordable commercial credit. The President's New Markets Initiative is designed to make it more attractive to lend in these communities and ensure that the opportunity to stimulate job growth, neighborhood revitalization and economic development of America's untapped New Markets is not lost. New Markets are current and prospective small businesses owned by minorities, women, veterans and handicapped individuals, who are underrepresented in the population of business owners compared to their representation in the overall population, as well as businesses located or locating in low- and moderate-income urban and rural areas. SBA's New Markets Lending Company Initiative is a key component of the President's New Markets Initiative. It complements SBA's lending network, encouraging small business expansion by providing debt financing to these untapped markets. New Markets Lending Companies (NMLC) SBA's proposed NMLC program is a limited term, limited participation pilot lasting between 5 and 10 years. Under the pilot, the SBA will select approximately 10 non- depository lending institutions to make SBA guaranteed loans targeted to New Market small businesses. NMLCs will make SBA guaranteed loans under the 7(a) General Business Loan Guaranty program, the Agency's largest financial assistance program. Under the 7(a) program, SBA guarantees up to 80 percent of a loan that is made by a commercial lender to a creditworthy small business that cannot otherwise secure financing on reasonable terms. SBA will select the NMLCs from applicants experienced in all phases of making, servicing and liquidating loans, with a capital base sufficient to finance loan-making activities and a strategy consistent with the program's public policy purpose of making loans to New Markets small businesses. SBA's monitoring and oversight of NMLCs will include annual safety and soundness examinations, as well as the same program reviews that are required of other SBA lenders. SBA will publish program eligibility criteria shortly, and expects to implement the program no later than October 1, 1999. Funding for loan guaranties made under the NMLC program will come from the SBA's appropriation for 7(a) program loans, which is funded at a level of $10 billion for the current fiscal year. The NMLC program will fit into the existing SBA framework of the 7(a) program, which provided guaranties on loans to nearly 42,270 small businesses in FY 1998. Those loans amounted to more than $9 billion. Since 1992, SBA has guaranteed more than $49 billion in commercial loans to more than 252,000 small businesses, more than in the previous 12 years combined. atti .unk Page 1 Remarks Prepared for Delivery Wall Street Project Conference Secretary Robert E. Rubin January 15, 1998 I appreciate the opportunity to speak with you today. I would like to thank Reverend Jackson for this invitation and applaud him for his leadership on the issue of fostering opportunity in America's economically distressed areas. I know Reverend Jackson has been enormously focused on this project. Since I spoke at the first Wall Street project last year, he has held meetings around the country with experts in finance, investors, bankers, and community leaders to find practical ways to attract more capital to low income communities. We meet at a time of tremendous strength in the U.S. economy. December marked the 93rd month of the current expansion, making it the longest peacetime expansion in history. Inflation is low. The unemployment rate is the lowest in a generation and more Americans are working than ever before with 131 million Americans working in December. The economy has created more than 17 million net new jobs since January 1993. And incomes are rising -- at all income levels. Economic expansion has not always helped those at the low end of the pay scale. Low-wage workers were left behind in the expansion of the 1980; in fact, their income actually fell during the decade and a half before President Clinton took office, and income inequality grew. But during the current expansion that trend may have started to reverse. Families in all income groups have seen gains in income since 1993 and families att1 unk Page 2 in the bottom fifth of the income scale have experienced the largest increases in income in recent years. Moreover, this strong economy has greatly benefitted America's cities. Unemployment in the fifty largest cities is down to 5.1 percent from 8.4 percent in 1992. And crime is down substantially. But, while these developments are important, the reality remains that there is an enormous amount to do to promote growth and opportunity in America's urban and rural economically distressed areas, places fraught with poverty and economic duress. I have long held the belief -- and more importantly, President Clinton deeply believes -- that this country will fall far short of its full economic potential for all Americans, unless our least well off have a real opportunity to join the economic mainstream. Providing this opportunity is not simply a social issue or a moral issue, but an economic issue of great personal importance to each of us, no matter what our income may be or where we may reside. Just think of the difference it would make in terms of higher productivity and reduced social costs if we can bring the residents of these areas into the economic mainstream. From the beginning of his Administration, President Clinton has made promoting growth in distressed areas a high priority. One of the most important steps we can take for our inner cities and other distressed areas is to continue to pursue the economic strategy of fiscal discipline, opening markets and investing in people that has proved so successful for our economy as a whole. The foundation for a successful strategy of promoting growth in distressed areas is att1 unk Page 3 strong economic growth, which in turn creates a tighter labor market, as we have now, and thereby increases the availability of jobs and tends to increase incomes at all levels. Too often, those who believe in the importance of fostering opportunity in distressed areas underemphasize the importance of a strong national economy in that pursuit, while those who do focus on a strong economy too often neglect all else that is require for fostering growth in distressed areas. Beyond economic growth, this Administration has focused on three key areas -- three areas that are mutually reinforcing -- to promote opportunity and growth in the inner cities and other distressed areas: first, investing in people through education and training so they will have the tools to succeed in the modern economy; second, improving public safety, by putting 100,000 new police on the streets, enacting tougher gun laws and other measures, in part because safe communities are an obvious prerequisite to attracting business; and third -- an area we are intensely focused on at Treasury -- expanding access to capital. Let me now focus on that third area for a few moments. Despite the fact that financial markets in the United States are today the most innovative, the broadest and deepest in the world, we still have a severe shortage of financial institutions and credit to create housing and jobs in our inner cities and distressed rural communities. Treasury has been bringing its broad expertise in capital markets to address these problems. As a reflection of the importance we place on these issues, we have established, for the first time in the history of the Treasury Department, an office specializing in these issues, as well as on tax incentives for development in att'i unk Page 4 distressed areas, the Office of Community Development Policy. Through that office - which has accomplished a lot in its relatively brief life - we are focusing on three fundamental challenges going forward. First, we must protect the Community Reinvestment Act, which expands access to capital from mainstream financial institutions. We have greatly improved CRA by streamlining its regulations so that they focus on performance, not paperwork. CRA has been an enormous success. Over the last six years, according to non-profit community groups, banks and thrifts have made commitments to provide over $1 trillion in capital to low income communities. Home Mortgage Disclosure Act data shows that since 1993, home loans to African-Americans have increased by 58 percent, to Hispanics by 62 percent, to Asians by 29 percent and to low and moderate income borrowers by 38 percent, all well above the overall market. CRA is working. We believe strongly that it is important to maintain CRA and we are opposed to any efforts to weaken CRA. Second, we must strengthen the Community Development Financial Institutions Fund, or CDFI. We will ask Congress this year for $125 million for CDFI in the new budget to give this critical program the necessary resources to continue its success. Over the last several years we have implemented President Clinton's vision of a CDFI fund, which gives funding to small, community development organizations. Through their local knowledge and expertise, CDFIs are expanding the reach of the private sector marketplace, helping to demonstrate how to make effective loans and investments in low income communities, and drawing in mainstream institutions in partnership. We are also encouraging more banks to get involved through Bank Enterprise Awards, which att1 .unk Page 5 are awarded to mainstream financial institutions that are active in distressed areas. At the same time, under the Vice President's leadership, we have started BusinessLinc to connect local businesses with larger businesses, because access to capital is most effective when married to access to business expertise and technical assistance. Those of you in the business community can be of enormous assistance to smaller firms, particularly firms in the inner cities, that may be cut off from mainstream business networks. At the same time, experience suggests that these BusinessLinc strategies are good for the larger firms' bottom line as well. The Administration is seeking $3 million in SBA's budget to move this initiative forward and would like to work with you to expand BusinessLinc strategies across the country. Third, we must build on our efforts to encourage economic growth in low income communities through tax incentives for business investment. Over the last several years, we have enacted a number of incentives, from the so-called brownfields tax incentive to spur the clean up and redevelopment of thousands of abandoned, environmentally contaminated sites in under-served communities to two rounds of Empowerment Zones. We made the low income housing tax credit permanent, and we are now proposing to expand it by 40 percent. Building on these efforts, the President announced today a proposal for a new tax incentive to spur the private sector to make equity investments to help grow businesses in our nation=s cities and rural communities. This New Markets Tax Credit could help foster $6 billion in new equity investment in low-income atti.unk Page 6 communities over the next five years. A community development investment fund, if selected, would be able to offer potential investors a 6 percent tax credit for five years, cutting the investors' cost of capital by 25 percent. To provide flexibility and attract a range of investors, the tax incentive would be available for investments in a broad array of community development investment vehicles, from CDFIs and rural venture capital funds, to Community Development Corporations that set up partnerships to attract new retailers in low income communities. You heard this morning that SBA is creating two new programs: New Market Entrepreneur Funds and America's Private Investment Companies to invest in businesses in these communities. Investors in these funds will also be able to obtain the tax credit. 1 remember from my time on Wall Street that there really had been no practical means, even for professional investors, to invest in inner cities even if they wished to do so. Hopefully, the creation of CDFI and other vehicles, and this new tax credit, will interact to make investment opportunity more readily available and to provide incentive for such investment. And that is not only good for the inner cities and rural areas, it is a good for investors and for the country. In the past few years, in Los Angeles, Boston, Chicago, and the Bronx, I have seen firsthand the positive effects these community development institutions can have in economically rejuvenating distressed neighborhoods. This past year has been a year of significant crisis in the global economy, a crisis that has affected hundreds of millions of people around the globe, in nearly every country, including our own. While we must be and have been intensely att1.unk Page 7 focused on this crisis, because our own economic well being is integrally related to the well being of the global economy, we must also remain focused on being strong at home, and making sure the residents of our distressed areas have a real opportunity to enter the economic mainstream. The current strength of the U.S. economy provides an enormous opportunity to make progress in promoting growth in our nation's communities. The President's announcements today build on successful programs such as CRA, the CDFI fund and a host of tax initiatives in a strong effort to make real progress in bringing all Americans into the economic mainstream. And we at Treasury look forward to continuing to work with you on a bipartisan basis on these critical issues as we move ahead. Thank you very much. Inc.'s first-ever "Inner City 100" issue will draw. national attention to the magnitude and breadth of inner-city entrepreneurship and business growth. Don't miss the opportunity to showcase your advertising message in this high-profile issue. This major report is a unique collaboration between Inc. magazine and the Initiative for a Competitive Inner City (ICIC), a national not-for-profit organization and dominant force in inner-city economic development. Harvard Business School Professor Michael E. Porter, Chairman and CEO, has led the four-year-old ICIC in its quest to identify successful inner-city companies and market opportunities, competitive advantages of inner-city locations and the best practices for operating in these locations. "By uncovering the most exciting growth companies in the inner-cities we hope to promote further entrepreneurship and business growth and accelerate corporate America's recognition of the urban business opportunity." - Michael E. Porter, Chairman and CEO, ICIC The inaugural report on the fastest growing companies in core urban areas will be published in Inc.'s May 1999 issue. Key features will include: Ranking of the fastest growing inner-city companies in America Stories behind the building of the "Inner City 100" companies Urban Almanac: Identifies the biggest opportunities, the advantages of inner-cities for entrepreneurs and the cities that dominate entrepreneurial growth Best Practices: What to learn from growing inner-city businesses, such as great hiring and training practices and where to find capital when banks say no police distrixinkins of the Ad: time to tell businesses sought for 'Inner City 100' li senator how site LONG based III Boston. evch IS working with null dent of UtiliCorp United Inc. and wide," said Robert K. Green, presi- Inc. magazine on ential mainstream companic Fore issues City urban success sto- the national level chairman of Kansas City Advi- tor of Larry Hughes, the managing jought for national to sponsor the sors. "The Kansas City "Inner as the Boston, BONUS vat The City 100" In which mainstream b' used Cny Pe lited the the States. the in com the 111 Dan, "cas group of publish nag city firms by P. of solid bus no The afticle will address the mis- ciples and practices. the, Green perception that inner cities are de- Green and Hughe for age void of business activity and help about 50 letters abor closu, by further White House of illustrate the competitive advan- City 100" listing to of the inner city. candidates and plar least another 50. zine Sed Congress, and $ Stories ensurship to Inc. clude qualification committee influ- n, The top MINORITY B inner The opportunities fast-growing urban areas: gazine is planning Leading a colleges and Inaugurated The and hed - the in its Inner City 100. Inner and tending the All Ton Inner-City 1000+ company owners Inner in Boston the importance 0 II Inner print a a the and press showcase markets its for searet S growth economy companic Search is on for 100 fastest-growing a caPlus, lam end 6 (or nc. 100 Last firms pubilished the in the In /squai has be ir 10 year miness -covering Professor the most excitin to ~llies. we hope The "Inner City 100" are ranked based on their compound rate of revenue growth over the past five years. Qualifying companies are independent, privately-held, for-profit corporations, partnerships or proprietorships that have: 51% or more of physical operation in inner-city areas Sales of at least $1 million in 1997 A five-year operating history that shows higher revenues in 1997 than 1996 10 or more employees Inc. defined the growing company market and for 20 years has delivered the most relevant business solutions to the owners and managers of fast-growing companies. No other magazine is better equipped to shine the spotlight on America's entreprenuerial growth areas. Contact your Inc. sales representative today! Issue Date: May 1999 Closing Date: March 15, 1999 At a Conference on Wall Street Diversity, the President Finds His Own Stock Soaring By JAMES BENNET red, as speaker after speaker saluted his seize the moment." 100, Mr. President While under attack again by House pros- achievements in a session that combined To that end, Mr. Clinton proposed a Fed. The President's predicament was much ecutors in Washington. President Clinton the whooping of a revival with the statistics- eral initiative intended to stimulate $15 bil- on the minds of those in the room An was doused with praise yesterday for the spouting of a shareholders meeting. hon of new private investment in poor areas appreciative murmur rippled through, for economy's strength. likened to the Rev. Dr When he finally stepped to the lectern, Mr. over several years One element of the example. when Ms. Taylor, the Essence Martin Luther King Jr and generally cele. Clinton observed that such nice compli- proposal is $1 billion in tax credits spread editor told him that because of his "brav brated at a Wall Street conference bringing ments were usually paid at funerals Break- over five years. Another would provide $608 ery" in hiring women and members of mi- together minority and white business lead- ing into a grin, he jabbed a hand in front of million in Federal spending, mostly for nority groups, some hardened hearts are ers him and added, "And I don't think we're guaranteed loans 10 increase such invest- bent on punishing you You done good. William Jefferson Clin- there yet''' The crowd rose in a clamorous ment "We black women," she continued. "we ion." said Susan Taylor, the editor of Es- ovation. Mr Clinton, who flew up to New York just want to say thank you. thank you for sence magazine. who advised him to "be For Mr Clinton, It was another day of the yesterday morning after icy weather had including us. and not demonizing our men gentle with yourself" because "only God is brutal juxtapositions that have come to de. postponed a flight scheduled for Thursday. Dr Emma Chappell, president of the perfect fine his Presidency. As the House prosecu- returned to Washington after the conference United Bank of Philadelphia, said Mr Clin Richard Grasso, the president of the New tors declared that he had corroded his of- for a fund-raiser last night on behalf of the ton shared with Dr King. who would have York Stock Exchange. told Mr. Clinton that fice, he spoke, in speeches in New York and Democratic National Committee. turned 70 yesterday, a love of justice and Dr. King was surely smiling down on the Washington, of his hopes for renewing faith For the White House, the day was another civil rights gathering in government. opportunity to demonstrate that neither Tragically she said, "one was assassi- He's recognizing what you've done for In a wide-ranging. ruminative address sleet nor snow nor prosecution in the Senate this country, said Mr. Grasso, who de. nated and one is now persecuted." yesterday morning, the President spoke to a would stay Mr. Clinton from his duties Such C Michael Armstrong. chairman of the scribed how the Clinton Presidency had conference at the State Department on mak- strategy aside, the President was plainly benefited my little corner of southern Man- AT&T Corporation. did not refer to the Pres- ing government more efficient, saying that enjoying himself. He clearly relished the Associated Press hartan ident travails but nor was he stinting in "this IS about, in my judgment, the preser- praise as well as the opportunities to talk President Clinton and Vice President A) And the Rev Jesse Jackson, who organ- praise of Mr Clinton's stewardship of an vation of the vitality of democracy. before appreciative audiences about the Gore at a State Department gathering economic boom 1200 the conference 10 promote diversity on "To the extent that people do not believe sorts of issues - government reform and Wall Street, told the President that the only yesterday on "reinventing government "You had the courage to get it started." their representatives will handle their mon- economic development - that have been people with "clean uniforms" were those Mr Armstrong said. adding that everyone ey for public purposes the way they them- hallmarks of his quarter-century political whose coaches lacked confidence that they career inged hall and, to an interviewer's question was then able to take the greatest "econom- selves would.' he said, 'democracy IS itself could play the game diminished.' Yet the Senate trial was never far from about the House prosecution, said "Been 1C ride in the history of the country. Those who play have stains on their Mr. Jackson also compared the President Then, in his half-hour speech in Manhat- sight One participant in the Wall Street there. done that. There's nothing new in this uniforms," Mr Jackson said as the crowd. 10 Dr King tan, he argued that now was the time to act conference was Lanny J Davis, former whole thing.' gathered at Windows on the World. at the to "build a bridge between Wall Street and What you are about as a public policy White House strategist and spokesman, who Several members of Congress, including top of the World Trade Center. responded leader represents the fulfillment of his our greatest untapped markets": low-in- now IS a lawyer in private practice - his Representative Richard A. Gephardt of Mis- with cheers and applause dream," said Mr. Jackson, who then likened come areas in the cities and the countryside. name tag identified him as a representative souri, the House minority leader, also at. White House aides said they had learned Mr Clinton to Babe Ruth. noting that Ruth 'If we can't do It now. when in the wide of Motel 6, a client - but informally advises tended the conference. Jack Kemp, the 1996 only at the last minute that Mr. Jackson had was remembered for his home runs rather world will we ever get around to it?" he the President. Republican Vice-Presidential nominee, was than his strikeouts arranged for the series of eight testimoni- said "If there was ever a time when none of Moments before Mr. Clinton arrived, Mr seated before the lectern as Mr. Clinton als, delivered before Mr Clinton spoke. The "At the end of the day. what IS your box us have an excuse, this is that time But the Davis, illuminated by a television light, President sat solemnly. his face growing spoke. When the President said, "I always score?' Mr. Jackson said "That's how God world changes very fast, and we have to stood at the back of the jammed, low-ceil- liked him," Mr. Kemp shot back, 1 like you judges us. THE NEW YORK TIMES, TUESDAY, JANUARY 19, 1999 Keith Meyers/The New York Times As his trial continued yesterday, President Clinton basked in praise at an economic conference in New York City. It was organized by the Rev. Jesse Jackson, who greeted Representative Richard Gephardt. Page A9. "All the News That's Fit to Print" The New York Times VOL. CXLVIII No. 51,402 Copyright o 1999 The New Yerk Times NEW YORK, THURSDAY, JANUARY 14, 1999 " be yond the greater New York metropolitan Project for Minorities Aims to Show Its Broader Mandate also encouraged MCI Worldcom Inc. Target Is Wall Street and six other companies to include minority-owned banks in their secu- And Well Beyond rities sales last year Mr. Jackson's effort has embold- ened some minority business leaders By DIANA B. HENRIQUES to promote his agenda. In one exam- ple, analysts from Arlel Capital Man- agement, a black-controlled mutual Senior executives from several fund and money-management com- dozen blue-chip corporations will pany in Chicago, now routinely ask gather in New York today with hun- executives about the diversity of dreds of their counterparts at minor- their boards and senior manage- ity-owned companies for the second ment, said John W. Rogers Jr., Ari- annual economic conference organ- el's president. "The Wall Street ized by the Rev Jesse L. Jackson's Project has made it easier to ask the advocacy initiative, the Wall Street question," he added. "And it is a Project. great way to see whether top man- Like last year's event, the two-day agement at a corporation gets it." conference has a high-kilowatt guest The project's leaders have lobbied list that includes C. Michael Arm- for Improvements In Federal Com- strong, chairman of AT&T, and San- munications Commission rules about ford I. Weill, the co-chief executive of minority ownership of media outlets Citigroup - and, by the way, Presi- and Small Business Administration dent Clinton, three Cablnet members Reuters programs aimed at financing less and other officials. The Rev. Jesse L. Jackson, accompanied by Richard A. Grasso, New affluent entrepreneurs. And it has Once again, Mr. Jackson will use York Stock Exchange chairman, recently gave reporters a preview of pushed for new public-private pro- the occasion to exhort corporate the Wall Street Project's second annual economic conference. grams to steer capital to the Inner America to expand its "trade rela- cities and Appalachia. tionships" with the "emerging mar- kets" in Inner cities and rural back- picket lines and attended rallies - But in a departure from both tradi- in 107 American corporations, and It tional shareholder activism and waters, through employment, capital proving that the fledgling project is, intends to be an active shareholder. investment and the purchase of at the very least, a bully pulpit for grass-roots political work, the Wall Mr. Jackson has attended annual the economic agenda that he has Street project has as much to say to goods and services. meetings 10 urge corporations to re- its supporters as it does to its adver- But this year, Mr. Jackson will promoted through his Rainbow/ solve existing disputes with minority saries. And its message, Mr. Jackson also be trying to demonstrate per- PUSH Coalition for many years. employees and to expand the busi- says, is that "casting a ballot to vote suasively that the Wall Street And, like the grass-roots civil ness they do with minority-owned is not enough." Project is operating with a broader rights movement that first brought suppliers, professionals and banks. "We have to cast our proxy, too," mandate and a clearer focus than it Mr. Jackson to prominence as a top "This has always been part of Jes- he said. "We have to exercise our demonstrated at its debut confer- aide to the Rev. Dr. Martin Luther se Jackson's broader rhetorical power as Investors." ence last year. King Jr., the Wall Street project IS agenda, but now they're putting it At least 30 corporations are help- Despite its name, the project is emerging as a first-class networking into action," said Timothy H. Smith, ing to sponsor this year's conference aimed at expanding opportunities for arena for minority business leaders, the director of the Interfaith Center events, up from barely a dozen last women and minorities all across cor- introducing them not only to main- on Corporate Responsibility in New year. And while last year's sponsors porate America, not just on Wall stream executives like Mr. Weill at York. "I don't think any company were largely from the financial-serv- Street. "The term 'Wall Street' is Citigroup but also to one another. could ignore him. He can jawbone or ices industry, this year's sponsors simply symbolic of the entire finance Emma C. Chappell, the founder encourage or praise - and he also and business culture," Mr. Jackson include Boeing, the Frito-Lay subsid- and chairman of the United Bank of has the ability to launch a major said in a recent Interview. lary of Pepsico, the Xerox Corpora- Philadelphia, cites her encounter campaign against you If you don't When he met with local groups tion and the Stop and Shop super- with Vernon Duckrey, who owns respond." market unit of Royal Ahold N V. over the last year, he said, he fre- more than 100 Burger King and The Wall Street Project already quently asked them to name five top The Wall Street Project is a pro- Pizza Hut franchises in southern claims some successes. Several com- political leaders, and "they all could. gram of the Citizenship Education New Jersey. The two black entrepre- panies have added minority direc- "Then I asked them to name five Fund, an Ohio-chartered charitable neurs have built their businesses a tors to their boards at the group's foundation that Mr. Jackson formed top corporate C.E.O.'s, and there was short distance away from each other, dead silence," he continued. "We've urging, and others, like the Boeing 15 years ago. The fund has supported "But I had no Idea he existed until Company, have begun to resolve got to change that." the project during Its embryonic the Wall Street Project referred him longstanding employee disputes af- The Wall Street Project still has stages and monitors its finances, to me," Ms. Chappell said. "Now we ter Mr. Jackson intervened much of the fervor and facets of a said Janice Mathis, an officer of the are getting ready to finance some of The project persuaded the General fund and general counsel of the Rain- grass-roots political organization. It his new construction, and I've got a Motors Corporation to undertake a relies heavily on its founder's cha- bow/PUSH Coalition In Chicago. good new customer." yearlong independent review of its risma and access to top executives. But most of the project's 1998 rev- A new element added to the And while Mr. Jackson says he pre- minority dealer development pro- enues consisted of the approximately project's grass-roots format, Mr. gram That review resulted in a blue- fers private negotiations, in the last $400,000 raised at last year's confer- Jackson sald, is shareholder activ- print to improve the program, which year he has also led marches, visited ence, Ms. Mathis said, and its 1999 ism. The project has purchased stock is now being carried out. The project budget relies heavily on tonight's benefit, at which the poet Maya An- gelou and President Clinton will be the guests of honor. A Test Case for Investing Inclusion The project's main office IS in New York Each of its new regional out- posts in Chicago, Detroit and Los By DAVID BARBOZA Jackson and Mr. Farr say is all about investing in the Angeles - is expected to be self- "emerging markets of urban areas." sustaining through local fund-rais- "He comes to Wall Street looking for access to ing. Ms. Mathis said. These offices, in When the Rev. Jesse I.. Jackson opens up the Wall capital," Mr. Jackson said last night. "And we're most cases, are built around "trade Street Project conference on minorities and invest- going to work hard for him." Of Wall Street, he added: bureaus," the local minority busi- ment today, one of the central players is expected to "They can't say they can't find a guy. They have a ness clubs that have been run for be Mel Farr, who heads the nation's largest black- guy He comes to the plate with all the qualities." years by the Rainbow/PUSH Coali- owned auto dealership. Indeed, over the last few decades, Mr. Farr, a tion. Trade bureau members contrib- Mr Farr, who operates dealerships in Michigan, former pro football player, says he has turned a bunch ute a minimum of $250 to join, their Ohio and Texas, has been held up by Mr. Jackson as of failing dealerships in the Detroit area Into a busi- dues now entitle them to receive the one of the nation's leading minority entrepreneurs, a ness with more than $600 million in revenue. He built Wall Street Project's monthly news- prime candidate for Wall Street to look to If it is going his business selling and leasing cars in poor neighbor- letter, which says It has 3,500 sub- to invest In minority businesses and neighborhoods hoods, to minorities with little or no credit, often at scribers But Wall Street has not yet embraced Mr Farr's high Interest rates He says that for many It is their The Wall Street Project will be effort to raise $45 million in a private placement of only way to get transportation for some jobs. constantly tempted to expand be- asset-backed securities to expand his Mel Farr Auto- Although he caters primarily to minorities, he yond its shoestring budget simply motive Group dealerships. also has dealerships in largely white neighborhoods. because the needs are so great, said "I don't have anything concrete yet," said Mr. His sales are often bolstered by television ads aimed Chee Chee Williams, who directs the Farr, who plans to meet this week with officials at at blacks that feature "Superstar Mel Farr" with Mr New York office. And Mr. Jackson Citigroup and Goldman, Sachs & Company. "This is a Farr in a sult and a red cape. And until recently, there has often been criticized for spread- test. We want inclusion I've got a portfolio of invest- were also television ads that spotlighted a white actor ing himself 100 thin and not following ment grade, and now I want to see If they're going to in commercials done for a dealership in Fairfield, through on his ambitious agenda Invest in an African-American business that does Ohio, which Mr. Farr says illustrates how difficult it is But his supporters do not seem business in the African-American community." to cross over in some areas. "It's a market that is worried "I don't think we should In some ways, Mr. Farr, 54, might be seen as a primarily white Americans, and I didn't want to turn expect him to do the follow-through," test case for the Wall Street Project. which Mr. off those customers because 1 am black," he said said Ms. Chappell, the Philadelphia banker. "It is up to all of us to do that."