NH&RA Summer Institute (2018)

Sponsored by:

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

Sponsored by:

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

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

Sponsored by:

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

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

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.

* Separate registration required. For Developers only. 

Speaker:

• Eileen Fitzgerald, Stewards of Affordable Housing for the Future, Washington, D.C.

• 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

Sponsored by:

• Eddie Seiler, National Housing & Rehabilitation Association, Washington, DC

Sponsored by:

• 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

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

• Glenn Graff, Applegate & Thorne-Thomsen, Chicago, IL
• Forrest Milder, Nixon Peabody, LLP, Boston, MA
• Charlie Rhuda, Novogradac, Boston, MA

Sponsored by:

• 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

Sponsored by:

• 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

• 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*

Sponsored by:

• 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