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Guest Speaker: Jonathan Goldstein

Managing Director, Advantage Capital

Jonathan I. Goldstein is an experienced investment executive with a background in venture capital, renewable energy and urban investing. He serves as a member of Advantage Capital’s investment committee and leads the firm’s tax credit syndication group. Mr. Goldstein is also a member of both the firm’s strategy council and the clean energy investment team, a group of experienced individuals focused on opportunities to foster alternative energy companies. He is a frequent speaker in the field of public-private partnerships, including both economic development and renewable energy.

Prior to joining Advantage Capital in 2010, Mr. Goldstein served as senior vice president at McCormack Baron Salazar (MBS), the leading urban revitalization firm in the country. At MBS, he oversaw the Project Finance group, which structured the various private, governmental and community funding sources that supported each development. Mr. Goldstein also originated and oversaw MBS’s New Markets Tax Credit practice, including $210 million in allocations from the U.S. Treasury. While at MBS, he founded and served as president of Sunwheel Energy Partners, an affiliated firm specializing in solar energy programs for community partners. Since beginning his career as an attorney, clerking for a federal appellate judge and serving as an Assistant U.S. Attorney with the Justice Department, Mr. Goldstein also helped found Taproot Ventures, a Silicon Valley venture capital firm, where he sourced and structured investments in technology companies.

Mr. Goldstein serves on the boards of Advantage Capital portfolio companies Nextility, an energy services company, and SDBIC, a novel insurance product company. He is a member of the Board and Executive Committee for the New Markets Tax Credit Coalition and serves as chairman of the board of Rise, a regional nonprofit dedicated to housing and urban revitalization. In 2012, he was named to the “Who’s Who in Energy List” by a nationwide coalition of regional Business Journals. He holds a bachelor’s degree from Yale University and a J.D. from Washington University in St. Louis School of Law, where he graduated first in his class and has served as an adjunct professor.

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