Pre-Conference Sessions: Closing Transactions in Today's Marketplace

9:00 am

Part 1: Making Affordable and Mixed-Income Housing Work

- Combining LIHTC with Workforce Housing
- Innovative Affordable Housing Transactions

John Mackey, Reznick Group, Boston, MA, Moderator
Nick Ratti, Reznick Group, Boston, MA
Lisa Alberghini, Planning Office for Urban Affairs, Boston, MA
Steve Nolan, Nolan Sheehan Patten LLP, Boston, MA
Howard Cohen, Beacon Communities, Boston, MA

Part 2: Innovative Historic Tax Credit Case Studies

John Mackey, Reznick Group, Boston, MA
Marc Dohan, Twin Cities Community Development Corp., Fitchburg, MA
Deborah Gavreau, Massachusetts Housing Investment Corp., Boston, MA
Sally Harrison, Michigan State Housing Development Authority, Lansing, MI
Joe Heaphy, Neighborhood Service Organization, Detroit, MI
John Leith-Tetrault, National Trust Community Investment Corporation, Washington, DC

11:15 am

Part 3: Current Transactions: Insights and Opportunities

This session will bring together developers and advisors to provide practical insight on closing transactions in today's uncertain financial environment.

Larry Curtis, WinnDevelopment, Boston, MA
Ken Lore, Bingham McCutchen LLP, Washington, DC
Charlie Rhuda, Novogradac & Company, Boston, MA

12:00 pm

Developers Council Luncheon / Lunch On Your Own

The Developers Council Luncheon is restricted to Developers Only. There is a $50 catering fee to participate. Due to space is limitations, participation will be limited to the first 40 registrants.

Welcome & Introductions

2:00 pm

Keynote Address: The Honorable Gregory Bialecki, Secretary of the Massachusetts Executive Office of Housing and Economic Development

Secretary Greg Bialecki oversees the Commonwealth of Massachusetts business development, housing & community development, and consumer affairs & business regulations undersecretariats. As Governor Deval Patrick’s chief housing and economic development advisor and cabinet member, Secretary Bialecki has oversight of fourteen state agencies.

2:30 pm

Affordable Housing Tax Credit & Multifamily Policy Update

NH&RA's Legislative Leadership Committee and key Washington Insiders will provide an update on critical public policy developments impacting affordable housing, multifamily development and historic preservation.  Key topics include pending extenders and preservation legislation, mid-term elections and HUD developments.

Thom Amdur, NH&RA, Washington, DC
Peter Bell, NH&RA, Washington, DC
Paul Bouton, Nixon Peabody LLP, Boston, MA
Dan Rosen, Klein Hornig LLC, Boston, MA

3:15 pm

Multifamily Debt Update

This panel will explore the latest developments at HUD, Fannie Mae & Freddie Mac, including new processing & underwriting requirements, current debt products and more...

John Peck, Peck Shaffer LLP, Cincinnati, OH
Chris Tawa, HUD, Washington, DC
Tracy Peters, Red Capital, Columbus, OH
Bob Simpson, Fannie Mae, Sioux Falls, SD

4:30 pm

NH&RA's Developers Roundtable

At our core, NH&RA is a developer's organization.  This free-flowing roundtable discussion brings together some of our most innovative and successful members involved in the development, ownership and management of affordable housing, multifamily rental and historic properties.  Learn about new opportunities, trends and best practices from the most successful minds in the business.

Rick High, John M. Corcoran & Company, Boston, MA
Bob Greer, The Michaels Organization, Marlton, NJ
Marty Jones, Corcoran Jennison Companies, Boston, MA
Bev Bates, The Community Builders, Boston, MA

5:30 pm

Affordable Housing Vision Awards Presentation & Opening Reception

NH&RA's Affordable Housing Vision Awards honor affordable housing and community development leaders for the invaluable contributions and years of dedication to providing affordable apartments to American families.  Our awardees continually exhibit foresight and perseverance in addressing affordable housing matters.  This year's awardees will be announced in late August.

Attendance at the Vision Awards Presentation & Opening Reception is included in your Fall Developers Forum registration.  A limited number of Vision Awards Only tickets will also be available for sale.  Reception to be held at the Boston College Club, 100 Federal Street (Bank of America Building), 36th Floor, Boston, MA.

Financing Affordable Housing Part 1: State Tax Credit Allocators Roundtable

This NH&RA staple will bring together leading executives from regional tax credit allocating agencies to discuss LIHTC policy including QAP updates, implementation of ARRA programs and more.  This is a can't-miss opportunity to network and learn from the people reviewing your LIHTC applications.

Wendy Cohen, Massachusetts Department of Housing & Community Development
Brian Lawlor, New York State Homes and Community Renewal
Joe Erdelyi, Vermont Housing Finance Agency
David Evans, Pennsylvania Housing Finance Agency
David Abromowitz, Goulston & Storrs LLC, Moderator

9:45 am

Financing Affordable Housing Part 2: Equity Providers Roundtable

This follow-up to our allocators roundtable will bring together leading LIHTC equity providers, syndicators and lenders to discuss the current market place.

Tom Maxwell, WNC & Associates, Needham, MA
Matt Sheedy, MetLife, New York, NY
Bob Fein, Redstone Equity Partners, Cleveland, OH
Kyle Wolff, Stratford Capital, Boston, MA
Bernie Husser, Richman Group
Fred Copeman, Reznick Group, Boston, MA
Kim McLaughlin, Bank of America Merrill Lynch, Boston, MA

11:00 am

Affordable Housing Tax, Debt & Technical Issues Update

Are you up to speed on all the latest tax developments impacting affordable housing?  Do you know how recent tax litigation and IRS audits may impact your portfolio?  Have you thought through your options in restructuring subordinate loans and soft debt when refinancing or exiting your older transactions?  Join a mix of tax experts and owners as they explore these issues and more.

Roger Yorkshaitis, Gatehouse Group, Inc., Mansfield, MA
Jerry Breed, Bryan Cave LLP, Washington, DC
Forrest Milder, Nixon Peabody LLP, Boston, MA

12:30 pm

J. Timothy Anderson Awards for Excellence in Historic Rehabilitation Luncheon

Attendance at the "Timmy" Awards Luncheon is NOT included with your Fall Developers Forum registration.  Space is limited - you must register in advance to guarantee your spot. Luncheon to be held at the Boston College Club, 100 Federal Street (Bank of America Building), 36th Floor, Boston, MA

NH&RA Thanks Our Timmy Awards Sponsor:

2:30 pm

Historic Preservation Development Council Update

NH&RA's Historic Preservation Development Council (HPDC) is a joint effort between NH&RA and the National Trust for Historic Preservation formed in 2001 to focus primarily on how the historic rehabilitation tax credit can be better utilized as a financing source to renovate older properties.  Space is limited - advanced RSVP is required.

3:45 pm

Council for Energy Friendly Affordable Housing Update

NH&RA's Council for Energy Friendly Affordable Housing (CEFAH) brings together leading owners and advisors involved in green affordable housing and energy retrofits to discuss new policy development, best practices and innovative case studies.  Space is limited - advanced RSVP is required.

5:00 pm

End of Meeting