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Agenda

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Monday, June 3

Time Description
1:00pm

Welcome & Introductions

1:30pm

The ‘Holy Grail’ of Asset Management: Using Good Data to Improve Your Underwriting and other Strategies to Better Leverage Asset Management Resources to Create Enterprise Value

“Good” data – data that is accurate, accessible, and relevant – is increasingly critical to decision-making as developers and investors confront new issues. But getting and maintaining good data is not easy. Data management innovations are making it easier to collect data efficiently.  More importantly they can improve data quality, which enables better decisions. This session will also address how many of the organizations with the best underwriting in the industry incorporate asset management knowledge as well as insights from data systems to improve their forecasting ability.

Speakers:

  • Elaine Magil, TCAM*
  • Kamilah McAfee, Wesley Housing Development Corporation
  • Scott Metzloff, MRI Real Estate Software
  • Ryan Robinson, Cinnaire
2:45pm

Networking Break

3:00pm

Spotlight On Income Averaging: Asset Management & Compliance

Explore the In’s and Out’s of the new Average Income Election.  Our expert panel of developers, investors and Housing Finance Agency representatives will discuss asset management and compliance best practices for projects utilizing the income averaging election as well as business strategies, marketing opportunities and approaches to structuring income averaging.

Speakers:

  • Tim Anderson, Rubin Brown LLP
  • Jen Brewerton, Dominium
  • Kristin Han, WNC & Associates, Inc.
  • Renee Dickinson, Minnesota Housing
4:15pm

Networking Break

4:30pm

Energy Efficiency & Utility Management Strategies

Energy and utility efficiency remains one of the best strategies asset managers can leverage to control expenses across a portfolio.  This panel how affordable housing property owners can utilize the Utility Allowance Energy Consumption Model Estimate to drive efficiency decisions and drive NOI.  The panel when and where this strategy can be implemented, what support is needed to prepare the analysis and how it can be leveraged in capital planning and financing strategies.  The panel will also explore technology deployment and data management strategies to facility energy efficiency and renewable energy returns.

Speakers:

  • Abi Corso, Elevate Energy
  • Bennett Courrier-Oaster, WegoWise
  • Todd Stoltz, Matern Professional Engineering
  • Linda Weinmann, Aeon
  • Roger Yorkshaitis, Gatehouse Group, Inc.
5:45pm

Networking Reception

Tuesday, June 4

Time Description
9:15am

State of the Market: Year 15 Strategies & Insights

Join us to explore the current state of Year-15 dispositions and recapitalization strategies.  Explore how recent court decisions impact partnership negotiations as well as strategies and sticking points leading GPs and LPs must navigate to get to equitable partnership resolutions.

Speakers:

  • David Davenport, Winthrop & Weinstine, P.A.
  • Greg Griffin, Enterprise Community Investment
  • Brian Ivy, Conifer Realty LLC
  • Brendt Rusten, Dominium
10:30am

Networking Break

10:45am

Managing Your Management Company: Supervising the Internal and Third Party Inspections

Evolving site inspection protocols from both HUD and the IRS is raising concerns for concerns from portfolio and property managers around the country.  This panel will explore the latest federal and state policy developments relating to site inspections and how leading affordable housing owners are re-calibrating their internal processes to facilitate compliance. This session will explore how asset managers can facilitate the alignment of owner, investor and public stakeholder priorities with property management operations.

Speakers:

  • DJ Lavoy, US Department of Housing & Urban Development
  • Scott Precourt, US Housing Consultants
  • Richard Price, Nixon Peabody LLP
  • Kevin Rose, Wishrock Investment Group LLC
12:00pm

Networking Lunch

1:00pm

Public Housing, RAD & Mixed-Finance Portfolio Management Strategies

According to a 2010 HUD study, the public housing capital backlog reached $26 billion that year and has grown by approximately $3.4 billion per year.  The enormous scope of physical needs creates a unique set of asset management challenges for public housing portfolio managers.  This panel will explore how PHAs and their private-sector joint venture partners are leveraging the Rental Assistance Demonstration (RAD) Program and other portfolio management strategies to re-position and recapitalize public housing and mixed-finance assets.

Speakers:

  • Lopa Kolluri, Philadelphia Housing Authority
  • Jenn Krier, Dominion Due Diligence Group
  • Will Lavy, US Department of Housing & Urban Development
  • Greg Russ, Minneapolis Public Housing Authority
2:15pm

Networking Break

2:30pm

Affordable Healthy Housing – Living in a Material World

Asset managers face the challenge of managing affordable housing that promotes positive health outcomes for residents while meeting the needs of investors, regulators, and the bottom line.  Building materials commonly used not only during new construction and renovations but also during ongoing operations and unit turns (paint, flooring, countertops) often contain hazardous chemicals that are known asthmagens, carcinogens, and endocrine disruptors.  The good news is that better options at affordable price points are available on the market today, and affordable housing owners can influence the market to provide greater transparency and increased availability of healthier alternatives.  In this session, panelists will share leading research into preferable building materials and examples of affordable housing providers who are actively mitigating their risk from health exposures at their properties.

Speakers:

  • Jolene Anderson, CommonBond Communities
  • Emily Jones, LISC
  • Rebecca Schaaf, Stewards of Affordable Housing for the Future
  • Billy Weber, Healthy Building Network
3:30pm

Open Forum & Wrap Up

4:00pm

Conclusion of Meeting

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