Opportunity Finance Network Establishes Portfolio Management Structure to Enhance Investment Services

OFN increases focus on portfolio strategies to support CDFI growth and impact with new solutions

WASHINGTON, Sept. 30, 2025 /PRNewswire/ -- Opportunity Finance Network (OFN), the nation's leading investment intermediary and network of community development financial institutions (CDFIs), launched a Portfolio Management department within the Investment Services division.

"After five years of unprecedented portfolio expansion, we are positioning ourselves for a new era of growth," said Jessel Amin, OFN's Executive Vice President, Chief Investment Officer. "By functionally separating origination from portfolio management, we will be organized to strategically operationalize insights from our enhanced data collection and analysis, strengthen our credit risk management, increase our market presence, and ultimately deliver deeper value for our borrowers and investors."

Over the last five years, OFN's investment in members who are new borrowers has grown by 77% to 188 CDFIs, while total investments have nearly doubled. The Investment Services team has deployed $254 million in stapler grants and loans since 2020. Additionally, OFN has originated $855 million in long-term, low-cost capital bonds for 18 of its members through the U.S. Department of the Treasury's CDFI Bond Guarantee Program. This catalytic growth underscores the necessity for new strategic approaches to best support the intermediary's members and spur investment in communities across the country.

As a part of the organization's new department launch, OFN is proud to announce the promotion of Khalid Sarwary as Senior Vice President, Credit Risk and Portfolio Management. In this new position, he will oversee the credit policies and underwriting frameworks to ensure alignment with financial, impact, and programmatic goals. He will lead portfolio quality, performance, and risk management as OFN's portfolio grows in size and complexity. He joined OFN in 2018, serving most recently as a VP, Senior Investment Officer, and has more than 15 years of experience in credit risk and portfolio management. Before joining OFN, Khalid led credit and risk management teams at the Agricultural Development Fund, USAID-funded Development Alternatives Inc.'s Agriculture Credit Enhancement program, and Kabul Bank, one of Afghanistan's largest commercial banks.

Lisa Wright's title has been updated to Senior Vice President, Head of Investment Originations. Lisa will oversee and manage OFN's investment origination and business development activities, including effectively sourcing, conducting due diligence and underwriting, negotiating, and executing a complex suite of impact investment products, such as grants, equity, and debt instruments. Since joining OFN in 2018, Lisa has designed the lending and grant strategy for three new innovative programs and led the execution of OFN's strategy to deepen its lending to CDFIs with less than $25 million in total assets. She has grown OFN's investments under management by more than $330 million to reach $500 million across more than 325 investments. Lisa's diverse financial services experience includes corporate credit ratings at Standard & Poor's and real estate investing at private equity firm, The Carlyle Group.

Shakeyda (Keys) Daniel's title has been updated to Senior Vice President, Head of Bond Guarantee Program (BGP) and Investment Operations. Keys will oversee OFN's lending and grantmaking operations and lead OFN's work as a Qualified Issuer under the U.S. Department of the Treasury's CDFI Bond Guarantee Program. Her leadership will help streamline investment operations and expand access to capital to better serve OFN's members. Since joining OFN in 2014, Keys has been instrumental in expanding the organization's investment operations in lending and grantmaking, as well as overseeing OFN's fund management activities. Through the Bond Guarantee Program, Keys has facilitated the origination of $855 million in long-term, fixed-rate capital to CDFIs. Most recently, she led the execution of a complex multi-party, record-breaking $173 million bond issue, financing seven CDFIs.

These promotions and key changes align with OFN's goals for growth and increased impact, enabling the Investment Services team to better support its members through more targeted products and capital solutions.

About Opportunity Finance Network

Opportunity Finance Network (OFN)  is the nation's leading network and intermediary focused on community development investment, managing more than $1 billion in total assets and a membership of more than 475 community development financial institutions (CDFIs), which includes community development loan funds, credit unions, green banks, banks, minority depository institutions, and venture capital funds. Our network of CDFIs works to ensure communities left behind by mainstream finance have access to affordable, responsible financial products and services, with a deep focus on serving rural, urban, and Native communities across the United States. OFN is a trusted investment partner to the public, private, and philanthropic sectors – foundations, corporations, banks, government agencies, and others – and, for more than 40 years, has helped partners invest in communities to catalyze change and create economic opportunities for all.

Since its founding in 1986, OFN members have originated $124 billion in cumulative financing, helping to create or maintain nearly 3.4 million jobs, start or expand more than 1 million businesses and microenterprises, and support the development or rehabilitation of more than 3 million housing units and more than 15,000 community facility projects.

SOURCE Opportunity Finance Network