Agenda

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Wednesday, July 18

Time Description
9:00am

Symposium Welcome & Introductions (Symposium Sponsored by NTCIC)

Sponsored by:

National Trust Community Investment Corp.

9:30am

HTC & NMTC Legislative & Technical Update Part 1

Updates on the legislative future for the Historic Tax Credit, administrative policy from the National Park Service, and considerations for New Markets Tax Credits and Opportunity Zones.

  • Jerry Breed, Miles & Stockbridge, Washington, D.C.
  • Brad Elphick, Novogradac, Alpharetta, GA
  • Gordon Goldie, Plante Moran, Auburn Hills, MI
  • Merrill Hoopengardner, National Trust Community Investment Corporation, Washington D.C.
  • Bill Macrostie, MacRostie Historic Advisors, Washington D.C.
  • Marshall Phillips, CohnReznick, LLP, Charlotte, NC
10:30am

Networking Break (Sponsored by Red Stone Tax Exempt Funding)

Sponsored by:
Red Stone Tax Exempt Funding

10:45am

HTC & NMTC Legislative & Technical Update Part 2

This panel will explore the latest changes in tax law and how it impacts Historic Tax Credit Transactions going forward.

Speakers:

  • Jerry Breed, Miles & Stockbridge, Washington, D.C.
  • Brad Elphick, Novogradac, Alpharetta, GA
  • Gordon Goldie, Plante Moran, Auburn Hills, MI
  • Merrill Hoopengardner, National Trust Community Investment Corporation, Washington D.C.
  • Bill Macrostie, MacRostie Historic Advisors, Washington D.C.
  • Marshall Phillips, CohnReznick, LLP, Charlotte, NC
12:00pm

Networking Lunch

1:15pm

Case Studies Part 1: Historic Tax Credit Case Studies

Explore Historic Tax Credit projects with an emphasis on utilizing innovative financial structures and creative solutions to preservation challenges.

Speakers:

  • Deborah Favreau, Massachusetts Housing Investment Corporation, Boston, MA
  • Dan Kolodner, Klein Hornig, LLP, Boston, MA
  • Marshall Phillips, CohnReznick, LLP, Charlotte, NC
  • Albert Rex, MacRostie Historic Advisors LLC, Boston, MA
  • Holly Wiedemann, AU Associates, Inc., Lexington, KY
2:30pm

Networking Break (Sponsored by Red Stone Tax Exempt Funding)

Sponsored by:
Red Stone Tax Exempt Funding

2:45pm

Case Studies Part 2: Twinning NMTC & LIHTC

Explore innovative NMTC projects including twinned transactions leveraging the Historic Tax Credit.

Speakers:

  • Jerry Breed, Miles & Stockbridge, Washington, DC
  • Jim McNicholas, Bank of America Merrill Lynch, Baltimore, MD
  • Deborah Favreau, Massachusetts Housing Investment Corporation, Boston, MA
  • Mary Thompson, Bank of America Merrill Lynch, Boston, MA
3:30pm

Networking Break (Sponsored by Red Stone Tax Exempt Funding)

3:45pm

Case Studies Part 3: New Markets Tax Credit Case Studies

  • Merrill Hoopengardner, National Trust Community Investment Corporation, Washington, D.C.
  • Josh Parker, Cross Street Partners, Baltimore, MD
4:30pm

Conclusion of Day's Sessions

6:30pm

Board of Directors Dinner

Directors & Spouses only. Location: Atria Restaurant. Convene in Harbor View Hotel Lobby at 6:15 pm for walking directions and/or transportation. Shuttles running to/from restaurant between 6:20pm and 7:20pm.

Thursday, July 19

Time Description
9:30am

Board of Directors Meeting

11:30am

Developers Luncheon

* Separate registration required. For Developers only. 

Speaker:

  • Eileen Fitzgerald, Stewards of Affordable Housing for the Future, Washington, D.C.
1:30pm

Summer Institute Welcome & Introductions

2:00pm

Multifamily Developers Roundtable

  • David Abromowitz, Goulston & Storrs, Boston, MA*
  • Tom Capp, Gorman & Company, Oregon, WI
  • Dara Kovel, Beacon Communities, Boston, MA
  • Pat Sheridan, Volunteers of America, Alexandria, VA
3:00pm

Networking Break (Sponsored by Red Stone Tax Exempt Funding)

Sponsored by:
Red Stone Tax Exempt Funding

3:15pm

The US Housing Market: An Economic Outlook

  • Eddie Seiler, National Housing & Rehabilitation Association, Washington, DC
4:15pm

Networking Break (Sponsored by Red Stone Tax Exempt Funding)

Sponsored by:
Red Stone Tax Exempt Funding

4:30pm

LIHTC Equity Roundtable

  • Molly Bryson, Ballard Spahr, Washington, D.C.
  • Rob Charest, Boston Financial Investment Management, Boston, MA
  • Susan Moro, Bank of America Merrill Lynch, New York, NY
  • Corine Sheridan, Boston Capital, Boston, MA
  • John Sorel, Stratford Capital, Peabody, MA
  • Vic Sostar, First Sterling, Great Neck, NY
5:30pm

Conclusion of Day's Sessions

5:30pm

Opening Reception & Dinner

* Separate registration required for guests. Opening reception and dinner is included for conference attendees only. 

Friday, July 20

Time Description
9:00am

Opportunity Zones Part I: A Technical Overview of the Newest Community Development Program

10:00am

Networking Break (Sponsored by Red Stone Tax Exempt Funding)

Sponsored by:
Red Stone Tax Exempt Funding

10:15am

Opportunity Zones Part II: Structuring Opportunity Zone Funds and Transactions

  • Fred Copeman, Boston Financial Investment Management, Boston, MA
  • Larry Curtis, WinnDevelopment, Boston, MA
  • John Gahan, Sullivan & Worcester, Boston, MA*
  • Scott Hoekman, Enterprise Community Investment, Columbia, MD
  • Mary Thompson, Bank of America Merrill Lynch, Boston, MA
11:15am

Networking Break (Sponsored by Red Stone Tax Exempt Funding)

Sponsored by:
Red Stone Tax Exempt Funding

11:30am

Multifamily Debt Roundtable

  • Jay Conrad, BB&T Capital Markets, Richmond, VA
  • Chris Dischinger, LDG Development, Louisville, KY
  • Cody Langeness, Red Stone, New York, NY
  • Jen Massey, Highland Commercial Mortgage, Birmingham, AL
  • Wade Norris, Norris George & Ostrow, Washington, DC*
  • Paul Weissman, Hunt Mortgage Group, Denver, CO
12:45pm

Conclusion of Day's Sessions

Saturday, July 21

Time Description
9:00am

Mixed-Income and Workforce Housing Case Studies

  • Nick Brunick, Applegate & Thorne-Thomsen, Chicago, IL
  • Anthony Freedman, Holland & Knight, Washington, D.C.
  • Deb Goddard, New York City Housing Authority, New York, NY
  • George Howell, West Hartford Housing Authority, West Hartford, CT
  • Cynthia Lacasse, MassHousing, Boston, MA
  • Megan Watts, Goulston & Storrs, Boston, MA*
10:15am

Networking Break (Sponsored by Red Stone Tax Exempt Funding)

Sponsored by:
Red Stone Tax Exempt Funding

10:30am

Social Impact Bonds & Pay for Performance Financing in Housing & Healthcare Projects

  • Navjeet Bal, Social Finance, Boston, MA
  • Joe Evans, The Kresge Foundation, Troy, MI
  • Jerome Garciano, Robinson+Cole, Boston, MA*
  • Ben Nichols, Enterprise Community Investment, Cleveland, OH
12:00pm

Conclusion of Conference Sessions

5:00pm

Closing Reception

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