Agenda

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Monday, June 11

Time Description
1:00pm

Welcome & Introductions

1:30pm

Recent Changes In Tax Law and the Impact on Asset Management (General Session)

The recent changes in tax law as a result of tax reform and the recent Omnibus Funding legislation will have a significant impact on asset management professionals.  This panel will the practical impact of changes on portfolio revenue management, investor returns, disposition planning, compliance monitoring, investor reporting and more.  Topics will include:

  • Income Mixing for LIHTC properties
  • Changes in depreciation schedules
  • Limitations on interest expensing
  • Technical termination rules
  • …and much more

Speakers:

  • Thom Amdur, NH&RA, Washington, DC*
  • Tim Cowles, Beacon Communities, Boston, MA
  • Nancy Morton, Dauby O’Connor & Zaleski, Carmel, IN
  • Sonya Prear, CAHEC, Raleigh, NC
  • Andrew Tripp, Nixon Peabody LLP, Chicago, IL
2:45pm

Networking Break

3:00pm

Insurance Procurement & Risk Mitigation Strategies (Concurrent Session)

This interactive discussion will explore the current state of the insurance market place after a historic season of natural disasters from coast to coast.  Explore best practices and strategies for procuring casualty and builders risk insurance for individual properties and portfolios.  Learn from property management and asset management professionals about tried-and-true strategies to mitigate insurable risks as well as best practices to ensure that when you file a claim it is paid promptly and fully.

Speakers:

  • Matt Hammer, Baldwin Krystyn Sherman Partners, Tampa, FL
  • Beverly Hanlin, National Housing Trust, Washington, DC
  • Chris Huber, Baldwin Krystyn Sherman Partners, Tampa, FL
  • Doug Selin, Southport Financial Services, Tampa, FL
3:00pm

Getting the Most Bang for Utility Buck (Concurrent Session)

Energy and utility efficiency represents one of the best way’s to control expenses across a portfolio.  This panel will explore an array of strategies including utility commodity purchasing, retrofit and capital planning strategies, utility data and bench marking strategies, operations & maintenance best practices, commissioning, and more…

Speakers:

  • Kathleen Berube, National Housing Trust, Washington, DC
  • Matt Holden, Sparhawk Group, Portland, ME*
  • Bill Riordan, Taylor Consulting, Avoca, PA
  • Becky Schaaf, Stewards of Affordable Housing for the Future, Washington, DC
  • Lauren Zullo, Jonathan Rose Companies, Stamford, CT
4:30pm

Networking Break

4:45pm

What You Need to Know About Cost Segregation (General Session)

Cost segregation is an increasingly common strategy employed by affordable housing companies to increase LIHTC equity pricing as well as manage the flow of tax benefits on existing transactions but not all cost segregation reports are built the same.  This session will explore the benefits of cost segregation studies and best practices to ensure syndicators and investors will be comfortable with the results.  We will explore the implications of cost segregation from an end investors and the potential negative impact on fund returns and the potential flow of credits.

Speakers:

  • Dennis Park, CohnReznick, Baltimore, MD
  • Richard Shevak, CohnReznick, Baltimore, MD
  • Darren Swanson, Red Stone Equity Partners, Charlotte, NC
  • Roger Yorkshaitis, Gatehouse Group, Inc., Mansfield, MA*
5:45pm

Networking Reception Sponsored by Marcus & Millichap

* Open to all attendees.

Sponsored by:

Marcus & Millichap

Marcus & Millichap

Tuesday, June 12

Time Description
8:45am

Best Practices for Asset Managers As They Work with HFAs and Subordinate Lenders (General Session)

Housing Finance Agencies and Subordinate Lenders are critical partners in affordable housing transactions.  This panel will explore how asset managers can strengthen relationships with their public sector partners and help facilitate future recapitalizations, refinancings and resubordinations of soft debt and/or dispositions involving subordinate debt and/or regulatory consent.  Learn about public agency hot buttons on an array of issues including project inspections, reporting and more…

Speakers:

  • Allen Feliz, TCAM Boston, MA*
  • Emily Jacobs, Housing Development Partners / San Diego Housing Commission, San Diego, CA
  • Christine Madigan, Enterprise Homes, Baltimore, MD
  • Fred Mitchell, The NHP Foundation, Washington, DC
  • Cecilia Walker, District of Columbia Department of Housing & Community Development, Washington, DC
9:45am

The Economy, Data and Asset Management

Speaker:

  • Eddie Seiler, National Housing & Rehabilitation Association, Washington, DC
10:30am

Networking Break

10:45am

Lessons Learned: Project and Partnership Dispositions and Buy Outs (General Session)

Project and partnership dispositions and buyouts are complicated and can often get emotional.  This session will bring together GPs and LPs to look back at actual exits and buyouts for candid dialogue on how they were able to navigate differences and technical challenges to get to equitable resolutions.

Speakers:

  • Katie Alitz, Boston Capital Corporation, Boston, MA
  • Sean Barnes, Enterprise Community Investment, Columbia, MD
  • Laura Burns, Eagle Point Companies, Portland, ME*
  • Joan Hoover, Conifer, Rochester, NY
  • Blair Kincer, Novogradac & Company LLP, Bethesda, MD
  • Jeff Kunitz, CBRE Affordable, Seattle, WA

 

12:15pm

Networking Lunch

1:15pm

Asset Managing Naturally Occurring Affordable Housing and Other Alternative Affordable Assets (General Session)

Many affordable housing companies are diversifying their business and exploring “alternative” affordable housing asset classes including Naturally Occurring Affordable Housing (NOAH), Workforce Housing, and Mixed-Income Housing.  This session will explore what these market segments look like as well as strategies for maximizing their value.

Speakers:

  • Dan Clark, Gorman & Company, Inc., Oregon, WI
  • Doug Koch, Advisory Affilliates, LLC, Newton, MA
  • Brendt Rusten, Dominium, Plymouth, MN
  • John Sebree, Marcus & Millichap, Chicago, IL
2:30pm

Networking Break

2:45pm

Managing Troubled Properties (General Session)

Despite our best efforts, not all deals perform as planned.  This panel will explore strategies and best practices to turn around troubled properties.

Speakers:

  • Bobby Custer, National Foundation for Affordable Housing Solutions, North Bethesda, MD
  • Josh Ghena, Cinnaire, Lansing, MI
  • Todd Sears, Herman & Kittle Properties, Indianapolis, IN
  • Vinnie Viola, Birch Island Real Estate Consulting, Milton, MA
3:45pm

Open Forum and Wrap Up (General Session)

This free-for-all session is your opportunity to share your questions and strategies with your peer network on other pressing asset management issues.

4:30pm

Conclusion of Program

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