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Pre-Conference Symposium On Multifamily Bond Strategies

This event will convene developers along with policy makers and financial partners to indulge in a thoughtful discussion on the current market place for multifamily bond transactions and how we can work collaboratively to expand the use of this critical resource.

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Wednesday, February 26

Time Description
9:00am

Welcome & Introductions

Speaker:

  • Thom Amdur, National Housing & Rehabilitation Association, Washington, DC
9:15am

Deal Structures Part 1: Exploring Freddie Mac and Private Placement Executions

Speakers:

  • Helen Feinberg, RBC Capital Markets, St. Petersburg, FL
  • Jim Gillespie, Bellwether Enterprise Real Estate Capital, LLC, New York, NY
  • Alan Jaffe, Jefferies, New York, NY
  • Wade Norris, Norris George & Ostrow PLLC, Washington, DC MODERATOR
  • Jim Spound, R4 Capital Funding, New York, NY
  • Evan Williams, Capital One Bank, New York, NY
10:30am

Networking Break

Sponsored by:

Red Stone Partners

10:45am

Policy & Practice: Volume Cap Management Strategies & Strategies to Drive Bond Production

Speakers:

  • Thom Amdur, National Housing & Rehabilitation Association, Washington, DC MODERATOR
  • Casey Baumann, Oregon Housing and Community Services, Salem, OR
  • Ted Fellman, Raymond James, Nashville, TN
  • Peter Lawrence, Novogradac & Company LLP, Washington, DC
  • Mark Sween, Dominium, Plymouth, MN
  • Stockton Williams, National Council of State Housing Agencies, Washington, DC
12:00pm

Networking Luncheon

Luncheon Sponsor:

Fannie Mae

1:00pm

Deal Structures Part 2: Fannie Mae & HFA Risk Share Executions

Speakers:

  • Peter Cannava, Wells Fargo Corporate & Investment Banking, New York, NY
  • Gemma Geldmacher, Berkadia, Boston, MA
  • Angela Kelcher, Fannie Mae, Dallas, TX
  • Allison King, Tiber Hudson LLC, Johns Island, SC MODERATOR
  • Edward Pauls, National Housing Trust, Washington, DC
  • Denver J. Maw, Colorado Housing Finance Agency, Denver, CO
2:00pm

Networking Break

Sponsored by:

Red Stone Partners

2:15pm

Deal Structures Part 3: FHA & USDA Rural Development Executions

Speakers:

  • Suzie Cope, Hunt, Denver, CO
  • Dan Duda, Churchill Stateside Group, Clearwater, FL
  • Heather Olson, Walker & Dunlop, Atlanta, GA
  • John Rucker, Stifel, Montgomery, AL MODERATOR
  • Bryan Shumway, Wishrock Investment Group LLC, Portland, ME
3:15pm

Networking Break

Sponsored by:

Red Stone Partners

3:30pm

Outside The Box: Financing & Policy Strategies for Mixed-Income and Mixed-Use Bond Transactions

Speakers:

  • Jeremy Densmore, Tidwell Group, Cumming, GA
  • Kate Ferguson, California Housing Finance Agency
  • Jim Keefe, Trinity Financial, Boston, MA
  • Tim Leonhard, JLL Capital Markets, Grapevine, TX MODERATOR
  • Brett Meringoff, Fairstead, Washington, DC
4:30pm

Conclusion of Symposium

6:30pm

Board of Directors Dinner

NH&RA Board of Directors & spouses only. Separate registration required. 

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