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Annual Meeting Agenda

Wednesday, March 10

8:00 am	NMTC Steering Committee Meeting (Executive Session. Steering Committee & Invited Guests Only)
9:00 am to 4:30 pm	Optional Pre-Conference Symposium On New Markets Tax Credits Click here to view NMTC Symposium Agenda
5:00 pm	HOPE VI Steering Committee Meeting
6:30 pm	Board of Directors Dinner (Directors & Spouses Only)

Thursday, March 11

9:00 am	Executive Committee Meeting (Executive Session, NH&RA Officers Only)
10:00 am to 12:00 pm	Board of Directors Meeting (Executive Session, NH&RA Directors Only)
1:00 pm	Welcome & Introductions
1:30 pm	Economic Update Jenny Netzer, Tax Credit Asset Management, Boston, MA
2:15 pm	The Big Picture: Industry Leaders Discuss Tax Credit & Affordable Housing Trends, Issues & Opportunities Matt Greer, Carlisle Development Group, Miami, FL Larry Curtis, WinnDevelopment, Boston, MA Sister Lillian Murphy, Mercy Housing, Denver, CO Rick Mostyn, Bozzuto & Associates, Inc., Greenbelt, MD Jeff Brodsky, Related Management, New York, NY
3:00 pm	Affordable Housing Public Policy Update Preservation HUD Legislation State Initiatives Concerning At-Risk Affordable Housing LIHTC Legislation & Efforts Peter Bell, NH&RA, Washington, DC John Gahan, Murtha Cullina LLP, Boston, MA Vince O’Donnell, Local Initiatives Support Corp., Boston, MA Ronne Thielen, Centerline Capital Group, Irvine, CA Jessica Weston, Gallagher Evelius & Jones LLP, Baltimore, MD
4:15 pm	Rebuilding The Tax Credit Equity Market Mandy Kozminske, US Bancorp, St. Louis, MO Rick Davis, Wachovia, Charlotte, NC Darrick Metz, WNC & Associates, Inc., St. Paul, MN Corine Sheridan, Boston Capital, Boston, MA Brian Tracey, Bank of America, Washington, DC Greg Judge, Boston Financial Investment Management, Boston, MA Tom Capp, Gorman & Co., Madison, WI
6:00 pm	Opening Reception & Dinner

Friday, March 12

8:00 am	Council For Energy Friendly Affordable Housing Update Retrofitting Legislative Update Financing and Underwriting Green Retrofits of Affordable & Multifamily Housing
9:00 am	Tax Credit Allocators Roundtable Steve Auger, Florida Housing Finance Corporation Bill Pavao, California Tax Credit Allocation Committee Deborah VanAmerongen, Nixon Peabody LLP (former Executive Director New York State Division of Housing), New York, NY Bob Greer, Michaels Development Co., Marlton, NJ, Host Antonio Riley, Wisconsin Housing & Economic Development Authority, Madison, WI
10:00 am	Affordable & Multifamily Housing Debt Financing & HUD Update FHA Financing: How does it work? Who is using it? What projects work with FHA? Bond Market Update Tim Leonhard, Oak Grove Capital, Grapevine, TC David Reznick, Reznick Group, Bethesda, MD Monica Sussman, Nixon Peabody LLP, Washington, DC John Rucker, Merchant Capital, Montgomery, AL Jeff Banker, Lancastor Pollard, Columbus, OH Shel Schreiberg, Pepper Hamilton LLP, Washington, DC Chris Tawa, HUD, Washington, DC
11:30 am	Dispositions Perspectives By Limited Partners & Investor Limited Partners Armand Tiberio, Tax Credit Group of Marcus & Millichap, Seattle, WA Marianne Votta, Bank of America, Boston, MA James Fox, J.P. Morgan Capital Corporation, Chicago, IL Michael Lavine, Wachovia, Charlotte, NC
12:30 pm	Developers Council Luncheon (Please note this session is restricted to DEVELOPERS ONLY. Space is limited so advanced RSVP is required. There is also a $50 catering fee.) Part 1: Open Forum and Roundtable Discussion On Developer Issues Part 2: Innovations In Modular Construction Presentation Rick Cheverton, Empire Construction Kelly Williams, Clayton Homes Steve Smith, Enterprise Community Investment
2:00 pm	Golf Tournament / Recreational Activities

Saturday, March 13

8:00 am	Historic Preservation Development Council Update
9:15 am	New Opportunities For Old Buildings Unconventional Historic Tax Credit Opportunities Opportunities to Recapitalize HUD Subsidized Properties Evaluating Your Options For Properties Financed Under FHA Programs Financing Retrofits Considerations Impacting the Recapitalization, Sale or Acquisition Of HUD Subsidized Building Bill MacRostie, MacRostie Historic Advisors, Washington, DC Albert Rex, MacRostie Historic Advisors, Washington, DC Laura Burns, Eagle Point Enterprises, LLC, Portland, ME Stephanie Kinsman, Redstone Equity Partners, Cleveland, OH John Mackey, Reznick Group, Boston, MA Jim Keefe, Trinity Financial, Boston, MA Ben Applegate, Applegate & Thorne-Thomsen, P.C., Chicago, IL
10:30 am	A.R.R.A. Technical Issues Forum Tax Credit Exchange Program - Making It Work Better Addressing GAAP and Tax Challenges of TCAP and the 1602 Exchange Program New Issue Bond Program, Build America Bonds Charlie Rhuda, Novogradac & Company, Boston, MA John Mackey, Reznick Group, Boston, MA Anthony Freedman, Holland & Knight LLP, Washington, DC Wade Norris, Eichner & Norris LLP, Washington, DC Victor Sostar, First Sterling, Manhassett, NY
11:30 am	Development Opportunities With Non-Traditional Partners Working with PHA’s to Leverage ARRA Funds The Future of Joint Venture Public Housing Development: Leveraging Capital Funds With LIHTCs Development opportunities with PHA's beyond mixed-finance public housing Choice Neighborhoods Initiative Update Tom Nutt Powell, Housing-Solutions, Brookline, MA Dan Rosen, Klein Hornig, Boston, MA Bernie Husser, The Richman Group Affordable Housing Corporation, Boston, MA Matt Greer, Carlisle Development Group, Miami, FL
12:30 pm	End of Sessions
6:00 pm	Closing Cocktail Reception

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