Asset Management Symposium Agenda

NH&RA hosted a pre-conference Asset Management agenda on Wednesday, July 15 at The Hotel Viking in Newport, RI. To view the agenda for the 2015 Summer Institute, which took place on July 16-18, please click here.

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Wednesday, July 15

Time Description
9:00am

Welcome & Introductions

9:30am

Asset Management Roundtable: Setting the Stage

Panelists:

  • Tim Cowles, Beacon Communities, Boston, MA
  • Timothy I. Henkel, Pennrose Properties, LLC, Philadelphia, PA
  • Joe Wishcamper, The Wishcamper Companies, Portland, ME

To view the presentations discussed during this panel please click HERE.

10:15am

Networking Break

10:30am

Morning Breakout Sessions

Event participants can choose the breakout session in which they would like to participate. Each breakout group will report back to the larger group following the discussion.

Breakout Session 1A: Identifying and Managing Corporate Risk

Facilitators:

  • Chickie Grayson, Enterprise Homes Inc, Baltimore, MD
  • Marianne Votta, Bank of America Merrill Lynch, Boston, MA
  • Roger Yorkshaitis, Gatehouse Group, Inc, Mansfield, MA

Discussion Topics Include:

  • How to manage property taxes
  • Managing insurance claims
  • Life safety issues
  • Property loss and liability exposures (weather- and security-related)
  • Identifying risks in a deal (compliance with set-asides, loan requirements, funding program requirements) and establishing protocols to monitor them.
  • Identifying and underwriting market risks (over-building, ability to attain market or maximum tax credit rents).
  • Workplace safety policies and procedures (obtain tools and/or training from insurance carriers).
  • Employment risks (discrimination in hiring or in the workplace, benefits compliance including the Affordable Care Act, 401(k) Plan requirements).

Breakout Session 1B: The Many Hats of an Asset Manager

Facilitators:

  • Allen Feliz, TCAM, Boston, MA
  • Beverly Hanlin, National Housing Trust, Washington, DC
  • Jeffrey Hettleman,The Shelter Group,  Baltimore, MD

Discussion Topics Include:

  • How asset management staffing and job functions vary across affordable housing companies.
  • Strategies to effectively manage the relationship between asset management and property management.
  • The pro’s and con’s of outsourcing asset management functions (e.g. invoice management, utility management, etc.)
  • Best practices in training and evaluating asset management staff.
  • What makes for/how do you create a good asset management team?
11:30am

Creating a Framework to Effectively Manage Portfolio Data

Panelists

  • Mary Corthell, Beacon Communities, Boston, MA
  • Darcy Jameson, Beacon Communities, Boston, MA
  • Dena Xifaras, Preservation of Affordable Housing, Inc, Boston, MA

To view the presentations discussed during this panel please click HERE.

12:15pm

Networking Lunch

1:30pm

Afternoon Breakout Sessions

Event participants can choose the breakout session in which they would like to participate. Each breakout group will report back to the larger group following the discussion.

Breakout session 2A: Strategies to Reduce Operating Costs and Mitigate Property Risk 

Facilitators:

  • Matthew Holden, Sparhawk Group, Yarmouth, ME
  • Scott F. Ployer, Trinity Management Company, Boston, MA

Discussion Topics Include:

  • Timing and executing energy and utility efficiency upgrade opportunities.
  • Commissioning.
  • Managing property taxes.
  • Insurance and risk mitigation.
  • Risk management (ensuring protocols are followed, life safety issues).
  • Centralized processing
  • Online rent payments
  • Outsourcing (invoice processing, unit turnover)

Breakout Session 2B: What New Development Can Learn From Asset Management

Facilitators:

  • Douglas P. Koch, Dauby O’Connor & Zaleski, LLC, Carmel, IN
  • Vinnie Viola, Birch Island Real Estate Consulting, Milton, MA
  • Rich Pierce, Housing Management Resources, Peabody, MA

Discussion Topics Include:

  • Exploring how the asset management discipline informs new development.
  • Incorporating asset management data into life cycle underwriting.
  • “Lessons learned” for planning future deals.
  • Asset management’s role in dispositions, resyndications and recapitalizations
2:30pm

Breakout Reports & Moderated Discussion

A forum to report and discuss key take-aways, insights and next steps from the morning and afternoon breakout sessions.

3:30pm

Networking Break

3:45pm

Tying It All Together

Panelists:

  • Tim Cowles, Beacon Communities, Boston, MA
  • Timothy I. Henkel, Pennrose Properties, LLC, Philadelphia, PA
  • Joe Wishcamper, The Wishcamper Companies, Portland, ME
4:30pm

Conclusion of Sessions

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