NH&RA Summer Institute (2014)

Conference Agenda

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Wednesday, August 6
Time Description

Welcome & Introductions


NMTC Tax Structuring Issues In the Post Historic Board Walk Hall Environment

Jerry Breed, Bryan Cave LLP, Washington, DC 
Mark Einstein, CohnReznick, Bethesda, MD 
Mike Sanders, Blank Rome, LLP, Washington, DC 
Mary Thompson, Bank of America Merrill Lynch, Boston, MA 


Networking Break


Using NMTCs to Support Operating Business & Non-Real Estate Transactions

Randy Kahn, Greenline Community Ventures, Washington, DC 
David Gibson, PNC Bank, Pittsburgh, PA 
Seth Harrop, Baker Tilly Virchow Krause, LLP, Madison, WI


Networking Lunch


Utilizing New Markets Tax Credits in Conjunction with Senior Housing Products

Richard Davies, Cohn Reznick, Baltimore, MD 
Kristin DeKuiper, Holland & Knight, Boston, MA
Kathleen McGilvray, Massachusetts Housing Investment Corporation, Boston, MA


Networking Break


Smoothing the Transition: New Markets Tax Credit Exits & Dispositions

Susan Leahy, Bank of America Merrill Lynch, Boston, MA 
Michael Lee, Pepper Hamilton LLP, Washington, DC 
Mike Sanders, Blank Rome, LLP, Washington, DC 
Warren Sebra, Novogradac & Company LLP, Portland, OR
Miriam Sheehan, Nolan Sheehan Patten, Boston, MA


Evaluating the Community Impact of New Markets Tax Credit Transactions

Bob Lefenfeld, Real Property Research Group, Columbia, MD
Mary Thompson, Bank of America Merrill Lynch, Boston, MA


Conclusion of NMTC Symposium


Board of Directors Dinner

NH&RA Directors and Spouses Only

Thursday, August 7
Time Description

Board of Directors Meeting

Executive Session: NH&RA Directors Only


Developers Council Luncheon

Developers Only. Additional Catering Fee Applies.


Welcome & Introductions


Multifamily Developers Roundtable

Peter Bell, NH&RA, Washington, DC, Moderator
Matt Finkle, Related Affordable, New York, NY
Ava Goldman, The Michaels Organization, Marlton, NJ
Mark Moorhouse, Dominium, Plymouth, MN


Networking Break


NH&RA's Preservation Through Energy Efficiency Initiative Presents... Creating Cashflow Through Retrofits: Case Studies in Utility Efficiency

Thom Amdur, NH&RA, Washington, DC, Moderator
Darien Crimmin, WinnDevelopment, Boston, MA 
Joe Caffey
, Omni Development Corp., Providence, RI 
Kenneth Olson
, POKO Partners LLC, Port Chester, NY 
Evan Williams, Prudential, New York, NY 


Networking Break


Housing Finance Agency Roundtable

Anne Berman, Rhode Island Housing
Sarah Carpenter, Vermont Housing Finance Agency
Eric Chatman, Connecticut Housing Finance Agency
John Gallagher, MaineHousing
Bernie Husser, The Richman Group, Boston, MA, Moderator
John Murray, New Jersey Housing and Mortgage Finance Agency


End of Thursday Conference Sessions


Opening Reception & Dinner

Adult and child guest registrations are available for the Opening Reception. Click here to learn more.

Sponsored by:
Bank of America Merrill Lynch

Friday, August 8
Time Description

Developer Diversification & Strategic Planning: Responding to Shifts In The Affordable Housing Landscape

Larry Curtis, WinnDevelopment, Boston, MA
John Gahan, Murtha Cullina, Boston, MA, Moderator
Ava Goldman, The Michaels Organization, Marlton, NJ 
Rick Slagle, Prestige Affordable Housing Equity Partners, LLC, Marlton, NJ


Networking Break


Equity Round Table Part 1: Exploring Investor Analysis, Motivations & Due Diligence

Doug Koch, Dauby O’Connor & Zaleski, LLC, Waban, MA
Joan Hoover, Conifer Realty LLC, Rochester, NY 
Gary Howe, AEGON USA Realty Advisors, San Francisco, CA 
Susan Moro, Bank of America Merrill Lynch, Boston, MA 
Steven Spall, RBS Citizens, Boston, MA


Networking Break


Affordable Housing Debt / Tax Exempt Bond Update

David Arning, Lawler Wood Housing Partners, Knoxville, TN
John Peck, Jones Walker, Cincinnati, OH
Tracy Peters, Red Capital Group, Columbus, OH 
John Rucker, Merchant Capital LLC, Montgomery, AL


Friday Afternoon Free

Discover Newport! From boating to visiting historical mansions, there is plenty to do in the City by the Sea!


Optional Friday Evening Dinner: Clarke Cooke House

Registration Fee: $100 per person. Click here to learn more.

Saturday, August 9
Time Description

Equity Roundtable Part 2: State of Originations

Dana Boole, CAHEC, Raleigh, NC 
Darrick Metz, WNC & Associates, Saint Paul, MN
Michael Murray, City Real Estate Advisors, Boston, MA
Raoul Moore, Enterprise Community Investment, Columbia, MD
Ronne Thielen, R4 Capital, Santa Ana, CA


Networking Break


Strategies for Valuing and Capitalizing Development Companies

Bill Andrews, Equity Resource Investment, Cambridge, MA
Howard Cohen, Beacon Communities, Boston, MA 
Dhar Kalsi, CohnReznick Advisory Group, Bethesda, MD 
Greg Judge, Candeur Group LLC, Boston, MA


Networking Break


HUD & Preservation Roundtable

Jerry Anderson, Gill Group, Inc., Denver, CO 
Judy Crosby, Pepper Hamilton, Boston, MA 
Tom Davis, Recap Advisors, Boston, MA 
Josh Greenblatt, Vesta Corporation, Weatogue, CT
Shel Schreiberg, Pepper Hamilton, Washington, DC, Moderator


Conclusion of Sessions / Afternoon Free

Discover Newport! From boating to visiting historical mansions, there is plenty to do in the City by the Sea!


Saturday Afternoon Activity: America's Cup Sailing

Registration Fee:  $160 per person. Click here to learn more.


Closing Reception

Guest registrations are available for the Closing Reception. Click here to learn more.

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