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8:00 am
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NMTC Steering Committee Meeting
(Executive Session. Steering Committee & Invited Guests Only)
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9:00 am
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Welcome & Introductions
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9:15 am
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Legislative Update & Technical Issues Roundtable
Jerry Breed, Bryan Cave LLP, Washington, DC
Alan Kennard, Wildman, Harrold, Allen & Dixon LLP, Chicago, IL
Kristin DeKuiper, Holland & Knight LLP, Boston, MA
Michael Brostek, U.S. Government Accountability Office, Washington, DC
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10:15 am
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Investor Roundtable
- State of the NMTC Investment Market
- Strategies to attract new NMTC Equity Investors
Laura Vowell , US Bank, Washington, DC
Claudia Robinson, Bank of America, Washington, DC
Margaret Anadu, Goldman Sachs, New York, NY
Lee Winslett, Wells Fargo, San Diego, CA
Jim Howard, Dudley Ventures, Phoenix, AZ
Matt Reilein, JPMorgan Chase Bank, N.A., Chicago, IL
Ira Weinstein, Reznick Group, Baltimore, MD
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11:15 am
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Leveraged Lending and NMTC Debt Roundtable
- State of the Leveraged Lender Marketplace
- Considerations for Lenders in Troubled Economic Times
- Alternative Leveraged Loan Sources
- "One-Day-Loan" Structures
Michael Sanders, Blank Rome LLP, Washington, DC
Tim Frens, Plante & Moran, PLLC, Elgin, IL
Miriam Sheehan, Nolan Sheehan Patten LLP, Boston, MA
Michelle Volpe, Boston Community Capital, Boston, MA
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12:30 pm
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Networking Lunch & Keynote Address
UPDATE: Robert Ibanez, Senior Policy and Program Officer, NMTC Program, CDFI Fund
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2:00 pm
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State of The Art: Using NMTCs To Develop Mixed-Use & Multifamily Real Estate
- Innovative Mixed-Use NMTC Case Studies
- Addressing Key Technical & Programmatic Issues Pertaining to Multifamily Projects with NMTCs
Deb Favreau, MHIC, Boston, MA
Steve Nolan, Nolan Sheehan Patten, Boston MA
Terri Preston-Koenig, Baker Tilly LLP, Madison, WI
Leigh Ann Smith, Bank of America, Charlotte, NC
John Ducey, Enterprise Community Investment, Columbia, MD
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3:15 pm
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Twinning NMTC With State and/or Federal Tax Credits
- Case Studies Involving Energy Tax Credits, Federal & State Historic Tax Credits & State NMTCs
- Case studies
- Do’s and Don’t
- Analysis of State NMTC Credits & How They Work
Jerry Breed, Bryan Cave LLP, Washington, DC
John Leith-Tetrault, National Trust Community Investment Corporation, Washington, DC
Brad Elphick, Novogradac & Co., Atlanta, GA
Lucie Searle, AS220, Providence, RI
Claudia Robinson, Bank of America, Washington, DC
Laura Vowell, US Bank, Washington, DC
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4:30 pm
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End of Sessions
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