NH&RA Summer Institute (2016)


Includes agendas for New Markets & Historic Tax Credit Symposium and 2016 Summer Institute

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Wednesday, July 20
Time Description

Symposium Welcome & Introductions


Incorporating New IRS and CDFI Fund Regulations into NMTC Structures

This panel session will consider the impact of FAQs 42-44,  partnership audit rules, and non-recourse debt on current NMTC Transactions.

Kristin DeKuiper, Holland & Knight, Boston, MA
Brad Elphick, Novogradac & Company, Alpharetta, GA
Ira Weinstein
, Cohn Reznick, Baltimore, MD


Networking Break


Historic Tax Credit Catch-Up: What's New and What it Means for New and Existing Developments

Qualified lease hold improvements, IRS 50(d) Guidance and proposed IRS debt and equity regulations are among the issues this panel will discuss as they consider what’s in the landscape and on the horizon for the Historic Tax Credit program.

Jerry Breed, Bryan Cave, Washington, DC
Mark Einstein, The David Reznick Memorial Foundation, Bethesda, MD
Gordon Goldie, Plante Moran, Auburn, Hills, MI
Terri Preston, Baker Tilly, Madison, WI



Networking Lunch


Gone Down in History: Multifamily and Mixed-Use Historic Tax Credit Case Studies

Roberto Arista, Dakota Partners,Waltham, MA
Bill MacRostie, MacRostie Historic Advisors, Washington, DC
Tom Nelson, Exeter Group, Minneapolis, MN
Adam Stein, WinnDevelopment, Boston, MA
Rob Stolpestad, Exeter Group LLC, Saint Paul, MN
Mary Thompson, Bank of America Merrill Lynch, Boston, MA


Networking Break


Strategies for Combining NMTCs with HTCs

Jerry Breed, Bryan Cave, Washington, DC
Mary Thompson
, Bank of America Merrill Lynch, Boston, MA


Novel Approaches to Using New Markets Tax Credits

Kenan Bigby, Trinity Financial, Boston, MA
Joe Lynch, Nixon Peabody, New York, NY
Susanna Mitchell, Nixon Peabody, Washington, DC
Marshall Phillips, Cohn Reznick, Charlotte, NC


Conclusion of Symposium


Board of Directors Dinner

*NH&RA Board Members and Spouses Only

Cocktails at 6:30pm
Dinner at 7:00pm

Thursday, July 21
Time Description

Board of Directors Meeting

*NH&RA Board Members Only


Developers Council Luncheon

*Developers only. Separate catering fee of $70 applies.


Summer Institute Welcome & Introductions


NH&RA Chairman's Award Presentation: A Salute to John Leith-Tetrault


Networking Break


Developer Download: What's on the Minds of Industry Leaders

Geoff Brown, USA Properties Fund, Inc., Roseville, CA
Rodger Brown, POAH, Boston, MA
Tom Capp, Gorman & Company, Oregon, WI Moderator
Marilyn Melkonian, Telesis Corp., Washington, DC


Networking Break


How the Economy is Shaping Affordable Housing Development and Finance

Patrick O’Keefe, CohnReznick, Roseland, NJ

Patrick O’Keefe is Director of Economic Research at CohnReznick and serves as a strategic advisor to the firm’s Chief Executive Officers and management committee.

Patrick has extensive executive experience in the public and private sectors. He has served as Deputy Assistant Secretary in the U.S. Department of Labor, administering federal programs for worker training, employment-related insurance, and labor market services. He was the Deputy Director of the National Commission for Employment Policy and has worked as a consultant with the Urban Institute. He is a veteran of the U.S. Army.

Patrick regularly appears on CNBC and Bloomberg Radio. He is quoted frequently in the press, including The Wall Street Journal, Financial Times, The New York Times, Los Angeles Times, and TheStreet.com.


Defending and Expanding State Tax Credits


Michael Gardner, Gardner Capital, Springfield, MO
Alex Johnson, In State Partners, Washington, DC
Ruth Sorrell, Advantage Capital, St. Louis, MO Moderator


Conclusion of Day's Sessions


Opening Reception & Dinner

Conference participants and families are welcome to join us for a reception at the Harbor View Hotel.

Catering fees:

  • Conference participants: no fee
  • Adult guests: $165 per person
  • Child guests: $80 per person
Friday, July 22
Time Description

Exit Executions: Part 1 Right-of First Refusal Language

As the Low-Income Housing Tax Credit program matures, more and more developers are facing challenges around year 15. This panel will look at strategies at owners’ rights and responsibilities when it comes to right-of-first-refusal language in the partnership agreement.

Tony Freedman, Holland & Knight LLP, Boston, MA
Steve Paul, Klein Hornig LLP, Boston, MA Moderator
Vic Sostar, First Sterling, Manhasset, NY
Marianne Votta, Bank of America Merrill Lynch, Boston, MA


Exit Executions: Part 2 Managing Investor Yields and Capital Accounts Through Cost Segregation

As the Low-Income Housing Tax Credit program matures, more and more developers are facing challenges around year 15. This panel will look at strategies for managing investor yields and capital accounts through cost segregation.

Brent Barringer
, Tidwell Group, Birmingham, AL Moderator
Tony Bertoldi, City Real Estate Advisors, Boston, MA
Garrick Gibson, Tidwell Group, Austin, TX


Networking Break


Diversifying Your Portfolio Through Mixed-Income Housing

Matt Bissonette, Citi, New York, NY
Jeff Brodsky, Related, New York, NY
Ken Lore, Katten Muchin, Washington, DC Moderator
George Weidenfeller, AFL-CIO Housing Investment Trust, Washington, DC
Sharon Wilson Geno, Volunteers of America, Alexandria, VA


Networking Break


Investor and Syndicator Insights into the LIHTC Equity Marketplace

Brenda Champy, Boston Capital Corp., Boston, MA
Susan Frank, Cinnaire, Wilmington, DE
John Gahan, Murtha Cullina, Boston, MA Moderator
Raoul Moore, Enterprise Community Partners, Columbia, MD
Leigh Ann Smith, Bank of America Merrill Lynch, Charlotte, NC
Bruce Sorota, Stratford Capital, Peabody MA


Conclusion of Day's Sessions


Sunset Sailing Excursion

Set sail with us and enjoy the island’s beauty from beyond the shore. All conference participants and their families are invited to join us on this excursion. The boat will pick us up from the Edgartown harbor, walking distance from the Harbor View Hotel. After our sail, we will return to Vineyard Haven. You are welcome to join us for dinner after the sail at Black Dog Tavern (separate sign-up required). If not, transportation will be provided back to the Harbor View Hotel.

4:00pm: Set sail from Edgartown
7:00pm: Return to land in Vineyard Haven

Registration fee: $120
*Space is limited.

NOTE: We will only issue refunds if Black Dog Charter cancels the event, which is unlikely unless there is a major weather event. We will sail rain or shine! If you need to cancel, we cannot issue a refund unless your spot is taken by someone else.


Lobster Dinner at Black Dog Tavern

No New England trip is complete without “lobsta!” We invite conference participants and families to join us for Lobster Night at the Black Dog Taven in Vineyard Haven, which is about a 20-minute drive from the Harbor View Hotel. Transportation will be included.

Registration fee: $100
(includes three-course meal; drinks not included.)
*Space is limited. Register now!

Saturday, July 23
Time Description

Working Well Within the System: How to Navigate HUD

Carr Hagan, LHP Development, Knoxville, TN
Eric Keifer, Rockport Mortgage Corporation, Gloucester, MA Moderator
Karen Kelleher, MassHousing, Boston, MA
Tracy Peters, Red Capital Group, Columbus, OH
Monica Sussman, Nixon Peabody LLP, Washington, DC


Networking Break


Innovative Preservation Strategies and Case Studies

Tabare Borbon, Fannie Mae, New York, NY
Chris Eisenzimmer, Greystone & Company, New York, NY
Phil Melton, Bellwether Enterprise, Dallas, TX
Joshua Plattner, Jonathan Rose Companies, New York, NY
Charlie Rhuda, Novogradac & Company Moderator
Shel Schreiberg, Pepper Hamilton, Washington, DC
Evan Williams, Prudential, New York, NY


Conclusion of Conference Sessions


Closing Reception

Conference participants and families are welcome to join us at the Harbor View Hotel Lawn and Pool Garden for cocktails and light hors d’oeuvres.

No registration fee. Dinner not included.

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