Key Largo Patio |
8:00 am |
Conference Registration Opens |
Poinciana Room |
8:30 am |
New Markets Tax Credit Steering Committee (NMTC Steering Committee Only) |
Frangipani/Hibiscus Room |
9:30 am |
Welcome & Introductions |
9:45 am |
Structuring a Leveraged Transactions in Today's Marketplace
Claudia Robinson, Bank of America, Washington, DC
Eric Rosen, SunTrust Community Capital, Atlanta, GA
Michael Sanders, Blank Rome LLP, Washington, DC
Ira Weinstein, Reznick Group, Baltimore, MD
Bill Whitman, Telesis Corp., Washington, DC |
10:45 am |
Coffee Break |
11:00 am |
CASE STUDIES: Blending New Markets Tax Credits with Historic Tax Credits
Joel Cohn, Reznick Group, Baltimore, MD
Fred Phillips, Overlook Associates, Boston, MA
Miriam Vock Sheehan, Nolan Sheehan Patten LLP, Boston, MA
John Mackey, Reznick Group, Boston, MA
Bill MacRostie, MacRostie Historic Advisors, Washington, DC |
12:15 pm |
Keynote Address: Rosa Martinez, Acting New Markets Tax Credit Program Director, CDFI Fund, Washington, DC |
Key Largo Patio |
12:45 pm |
Networking Lunch |
Frangipani/Hibiscus Room |
1:30 pm |
Legal, Accounting and Regulatory Hot Topics
Jerry Breed, Brian Cave LLP, Washington, DC
Brad Elphick, Novogradac & Company, Alpharetta, GA
Thane Hodson, Kutak Rock LLP, Washington, DC
Tracy Perry, Ballard Spahr Andrews & Ingersoll, LLP, Washington, DC |
2:30 pm |
Coffee Break |
2:45 pm |
CASE STUDIES: Leveraging NMTC for Educational Facilities
Debbie La Franchi, SDS Solutions, Los Angeles, CA
Terri Preston-Koenig, Valued Advisor Fund, Chicago, IL
Elka Sachs, Krokidas & Bluestein LLP, Boston, MA
Claudia Robinson, Bank of America, Washington, DC
Michelle Volpe, Boston Community Capital, Boston, MA |
3:45 pm |
Measuring Community Benefit of New Markets Tax Credit Transactions
Terri Preston-Koenig, Valued Advisor Fund, Madison, WI
James Riggs, Real Property Research Group, Inc., Columbia, MD
Joe Wesolowski, Enterprise Community Partners, Columbia, MD |
Poinciana Room |
4:30 pm |
NH&RA Board of Directors Meeting (Directors Only) |
The Point |
6:30 pm |
NH&RA Board of Directors Dinner (Directors + Spouses Only) |
Heron Hall Assembly Area |
8:30 am |
Registration Opens |
Poinciana Room |
8:30 am |
HOPE VI Working Group Meeting (HOPE VI Steering Committee Only) |
Heron Hall |
10:30 am
|
Council for Energy Friendly Affordable Housing Annual Meeting and Symposium (All Attendees Welcome)
Thom Amdur, NH&RA, Washington, DC
David Abromowitz, Goulston & Storrs LLP, Boston, MA
Larry Curtis, Winn Development, Boston, MA
Michael Bodaken, National Housing Trust, Washington, DC
Jeff Perlman, Bright Power, Inc., New York, NY
Charlie Allen, Evergreen Partners, Ipswich, MA
Peter Parker, John M. Corcoran & Company, Boston, MA |
12:00 pm |
Lunch On Your Own |
Heron Hall |
1:30 pm |
Federal Housing Policy Symposium: Leading Experts Explore the Housing and Tax Credit Policy Priorities of the Obama Administration and the 111th Congress
Michael Bodaken, National Housing Trust, Washington, DC
Jim Carlisle, Bank of America, Washington, DC
Ken Lore, Bingham McCutchen, LLP, Washington, DC
Ronne Thielen, Centerline Capital Corp., Irvine, CA
George Weidenfeller, Goulston & Storrs, LLP, Washington, DC
Stockton Williams, Enterprise Community Partners, Columbia, MD |
2:45 pm |
Coffee Break |
3:00 pm |
Developers Forum: Leading Multifamily and Tax Credit Developer Discuss Trends, Challenges and Opportunities In Today's Financial Climate
Peter Bell, NH&RA, Washington, DC
Larry Curtis, Managing Partner, WinnDevelopment, Boston, MA
Nelson Leenhouts, Founder & Co-Chair, Home Properties, Rochester, NY
Jeff Hettleman, Partner & Executive Vice-President, Shelter Group, Baltimore, MD |
4:00 pm |
At The Intersection of Public-Private Real Estate Ventures: Experts Discuss the Future of Mixed-Finance, HOPE VI, Public Housing Revitalization and New Opportunities for Private Developers to Partner With Public Housing Authorities
Bev Bates, The Community Builders, Inc., Boston, MA
Marilyn Melkonian, Telesis Corp., Washington, DC
Dan Rosen, Klein Hornig LLP, Boston, MA
Sue Wilson, HUD, Washington, DC |
Palm Court |
6:30 pm
to
8:00 pm |
Opening Reception & Dinner |
Heron Hall |
9:15 am |
Delivering the Stimulus to LIHTC Developers: Industry Experts Discuss Strategies to Maximize the Effectiveness of Federal and State LIHTC Stimulus and Gap Funding
John Kelly, Nixon Peabody LLP, New York, NY
Ken Lore, Bingham McCutchen LLP, Washington, DC
John Mackey, Reznick Group, Boston, MA
Ronne Thielen, Centerline Capital Corp., Irvine, CA |
10:15 am |
Debt Update: Leading Lenders and Developers Discuss the State of the Multifamily Debt Market
Bob Kaplan, M&T Bank, Baltimore, MD
Joe Mueller, Rockport Mortgage Co., Gloucester, MA
Wade Norris, Eichner & Norris LLP, Washington, DC
John Weld Peck, Peck, Shaffer & Williams LLP, Cincinnati, OH
John Rucker, Merchant Capital, Montgomery, AL |
11:15 am |
Coffee Break |
11:30 am |
Leading Investors, Syndicators and Developers Discuss the State of the Tax Credit Equity Market
Tom Capp, Gorman & Company, Madison, WI
Darrick Metz, WNC & Associates, Inc., Minneapolis, MN
Bob Moss, Boston Capital, Boston, MA
Patrick Nash, JP Morgan Capital Corporation, Chicago, IL
David Reznick, Reznick Group, Bethesda, MD
Marianne Votta, Bank of America, Boston, MA |
1:30 pm |
Optional Recreational Activity: Snorkeling Excursion |
Egret Room |
8:00 am |
Historic Preservation Development Council Meeting (RSVP Required) |
Heron Hall |
9:15 am |
Workouts, Troubled Properties & Troubled Portfolios
Jerry Breed, Brian Cave LLP, Washington, DC
Stephen Roger, Centerline Capital Corp., Boston, MA
Shel Schreiberg, Pepper Hamilton, LLP, Washington, DC |
10:15 am |
Coffee Break |
10:30 am |
Making the Most Of Today's Soft Market
Armand Tiberio, National Tax Credit Property Advisors, Seattle, WA
Charlotte Banghart, Boston Capital, Boston, MA
Rhett Holmes, Ambling Companies, Inc., Atlanta, GA |
11:30 am |
Business Management Strategies: Analyzing Your Business and Portfolio to Create Efficiencies and Boost Cash-Flow
Jim Schmid, Chelsea Investment Company, San Diego, CA
Dan Smith, Novogradac & Co., Dover, OH
Roger Yorkshaitis, Gatehouse Group, Mansfield, MA
John Frezza, Strategic Development & Construction Group, Brooklyn, NY |
1:30 pm |
Optional Recreational Activity: Golf Outing |