NH&RA Summer Institute (2015)

Conference Agenda

NH&RA will host a pre-conference Asset Management Symposium on Wednesday, July 15. We invite you to view the agenda for this unique event and join us! Combined registration rates are available.

Click on the panel sessions below to reveal more information. If you are interested in participating in a panel discussion, please contact Thom Amdur at tamdur@housingonline.com.

Show Full Agenda
Wednesday, July 15
Time Description

Pre-Conference Asset Management Symposium

Learn more about the Asset Management Symposium

As the tax credit community continues to mature, asset management represents the single biggest opportunity for many firms to improve the performance of their properties and their companies. Asset management can help developers and owners identify opportunities to create value and collaboration, while mitigate risking across their companies and portfolios.

Before we host our annual Summer Institute, NH&RA will host a one-day pre-conference Asset Management Symposium to engage participants in collaborative discussions and sharing.  We will explore strategies to increase cash flow by better managing existing resources and growing expenses.  Structured as a day of moderated break-out discussions and follow-up reports, NH&RA will explore many of the key issues, opportunities, challenges and solutions that industry thought leaders are grappling with.

Multiple registration options are available. You may register for the Asset Management Symposium only, the Summer Institute only, or for both events.


Board of Directors Dinner

Board members and spouses only

Thursday, July 16
Time Description

Lets Get Moving Walk

Open to all conference attendees and guests.

Registration is free.


Board of Directors Meeting

Board members only


Developers Council Luncheon

Developers Only. Space is limited. Catering Fee Applies.


Welcome & Introductions

Remarks by:

  • Thom Amdur, Executive Director of the National Housing & Rehabilitation Association
  • Barbara Fields, Executive Director of Rhode Island Housing
  • Stefan Pryor, RI Secretary of Commerce

Deal Makers: Summer Developers Roundtable


  • Peter Bell, NH&RA, Washington, DC (Moderator)
  • Kenan Bigby, Trinity Financial, Boston, MA
  • Tom Capp, Gorman & Company, Inc, Oregon, WI
  • Jeffrey J. Woda, The Woda Group, Inc, Westerville, OH

Networking Break


Disparate Impact: How the Supreme Court is Reshaping Affordable Housing Policy in TDHCA v. The Inclusive Communities Project, Inc.


  • Bryan Greene, HUD, Washington, DC
  • Sharon Wilson Géno, Ballard Spahr LLP, Washington, DC (Moderator)
  • Henry Korman, Klein Hornig LLP, Boston, MA
  • Andrea Ponsor, Local Initiatives Support Corporation, Washington, DC

Networking Break


Tax Credit Equity Roundtable


  • Charles Anderson, City Real Estate Advisors, Inc, Indianapolis, IN
  • Rob Charest, Boston Financial Investment Management, Boston, MA
  • Larry Curtis, WinnDevelopment, Boston, MA (Moderator)
  • Raoul Moore, Enterprise Community Investment, Inc., Columbia, MD
  • Susan Moro, Bank of America Merrill Lynch, New York, NY
  • Kyle Wolff, Stratford Capital Group, Peabody, MA

Conclusion of Thursday Sessions


Opening Reception & Dinner

Sponsored by Bank of America Merrill Lynch

The Opening Reception & Dinner is included for 2015 Summer Institute registrants. Guests of conference attendees are welcome to join us for this family-friendly event. Please register your guests ahead of time.

  • Adult Guest Registration: $165
  • Child Guest Registration: $80
Friday, July 17
Time Description

Exploring Year 15 Options & Opportunities


  • John Giebink, Green Mountain Development Group, South Burlington, VT
  • Tony Lyons, National Equity Fund Inc, New York, NY
  • Charles Rhuda, Novogradac & Company LLP, Boston, MA
  • Robert M. Snow, National Equity Fund Inc, Columbus, OH
  • Armand Tiberio, Tax Credit Group of Marcus & Millichap, Seattle, WA (Moderator)

Networking Break


Affordable Housing Debt Roundtable


  • Jim Gillespie, Bellwether Enterprise, New York, NY
  • Alysse Hollis, Jones Walker, Cincinnati, OH (Moderator)
  • Tracy W. Peters, Red Capital Group, Columbus, OH
  • Konrad Schlater, Preservation of Affordable Housing, Inc, Boston, MA

Networking Break


State & Historic Tax Credit Structures: An Evolving Marketplace


  • Jerome A. Breed, Bryan Cave LLP, Washington, DC  (Moderator)
  • Michael Gardner, Gardner Capital, Inc., Saint Louis, MO
  • Chris Hite, Sugar Creek Capital, Saint Louis, MO
  • Marshall E. Phillips, CohnReznick LLP, Charlotte, NC
  • Jerome Sullivan, Churchill Stateside Group LLC, Chicago, IL

Conclusion of Friday Sessions


Newport Historic Walking Tour

Join a guided walking tour the colonial Newport! This historical walk is open to all conference attendees and guests.

Registration is free.


America's Cup Boats Sailing Excursions

Set sail on an America’s Cup Boat! We will feature two sailing excursions:

  • General Sailing Excursion, which is open to all conference attendees and their guests.
  • Next Generation Leadership Sailing Excursion, which is a special event for our industry’s up-and-coming leaders.

Registration is $170 per person.

Saturday, July 18
Time Description

Preservation Update: Section 8 and RAD Roundtable


  • Paul Davis, Affordable Housing Advisors, Southfield, MI
  • Neal Drobenare, The NHP Foundation, Washington, DC
  • Bart Lloyd, Preservation of Affordable Housing, Inc., Boston, MA
  • Daniel Rosen, Klein Hornig LLP, Boston, MA
  • Shel L. Schreiberg, Pepper Hamilton LLP, Washington, DC
  • Monica Hilton Sussman, Nixon Peabody LLP, Washington, DC (Moderator)

Networking Break


The Next Frontier: Affordable Housing & Healthcare Models


  • Jessica Boatright, Jewish Community Housing for the Elderly, Brighton, MA
  • Matthew C. Brett, Applegate & Thorne-Thomsen, P.C., Chicago, IL (Moderator)
  • Eileen Peltier, Down Street Housing & Community Development, Barre, VT
  • Richard Thal, Jamaica Plain Neighborhood Development Corp., Jamaica Plain, MA

Networking Break


Building the Future: Case Examples in Succession Planning

  • Howard Cohen, Beacon Communities, Boston, MA
  • John W. Gahan III, Murtha Cullina LLP, Boston, MA (Moderator)
  • Pam Goodman, Beacon Communities, Boston, MA
  • Stan Hannah, Plante Moran, Detroit, MI
  • Mark S. McDaniel, Great Lakes Capital Fund, Lansing, MI

Conclusion of Sessions


Closing Reception

  • Closing Reception and Polo Match Registration: $50 per person

Join us for a quintessential Newport experience at the Newport vs. Dallas polo match. We will host our closing celebration on a private deck at the Newport International Polo Grounds, where conference attendees and their guests can enjoy gourmet hors d’oeuvres and two complimentary drinks, including Veuve Clicquot Champagne & unique specialty cocktails.

NH&RA will provide shuttle transportation between the event and the Hotel Viking. Please indicate whether you will use the transportation service when you register or e-mail Irta John at ijohn@housingonline.com. Complimentary reserved parking is also available.

*Shuttle transportation will depart the Hotel Viking at 3:30pm and return at approximately 7:30pm.

If the event is cancelled due to inclement weather, the polo match will be rescheduled for the following day. If your plans do not allow you to stay for the rescheduled match, we will refund $30 of your registration fee.

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