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.

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Wednesday, July 15

Time Description
9:00am

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.

6:30pm

Board of Directors Dinner

Board members and spouses only

Thursday, July 16

Time Description
7:30am

Lets Get Moving Walk

Open to all conference attendees and guests.

Registration is free.

9:30am

Board of Directors Meeting

Board members only

11:00am

Developers Council Luncheon

Developers Only. Space is limited. Catering Fee Applies.

1:00pm

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
2:00pm

Deal Makers: Summer Developers Roundtable

Panelists:

  • 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
3:00pm

Networking Break

3:15pm

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

Panelists:

  • 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
4:15pm

Networking Break

4:30pm

Tax Credit Equity Roundtable

Panelists:

  • 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
5:30pm

Conclusion of Thursday Sessions

6:00pm

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
9:00am

Exploring Year 15 Options & Opportunities

Panelists:

  • 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)
10:00am

Networking Break

10:15am

Affordable Housing Debt Roundtable

Panelists:

  • 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
11:15am

Networking Break

11:30am

State & Historic Tax Credit Structures: An Evolving Marketplace

Panelists:

  • 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
12:30pm

Conclusion of Friday Sessions

2:00pm

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.

2:00pm

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
9:00am

Preservation Update: Section 8 and RAD Roundtable

Panelists:

  • 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)
10:00am

Networking Break

10:15am

The Next Frontier: Affordable Housing & Healthcare Models

Panelists:

  • 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
11:15am

Networking Break

11:30am

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
12:30pm

Conclusion of Sessions

4:00pm

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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