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Agenda

Please note:

  • All times are listed in Pacific Time (PT).
  • 4.5 Continuing Education (CE) credits will be offered to those who attend the full meeting.

As a reminder to all participants, in order to receive CE credit you must complete the polling questions live during the session. Attendees will only obtain CE credits by using the Zoom Join Link,  which allows attendees to participate in polls and follow along with the speaker’s presentation. Attendees that join by phone are not eligible to receive CE credit.

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Monday, May 3

Time Description
10:00am

Welcome & Introductions

10:10am

Multifamily Developers Roundtable

Speakers:

  • Laura Archuleta, President & CEO, Jamboree Housing Corporation
  • Peter Barker, President, Barker Management, Inc.
  • Yussef Freeman, Managing Director, California, Jonathan Rose Companies
  • Sydne Garchik, Principal, MRK Partners, Inc.
  • Armand Tibero, Vice Chairman, CBRE MODERATOR
11:00am

Break

11:05am

Regional HFA Roundtable

Speakers:

  • Steve Aichroth, Nevada Department of Housing
  • Carol Ditmore, Arizona Department of Housing
  • Margaret Salazar, Oregon Housing and Community Services
  • Anthony Zeto, California Tax Credit Allocation Committee
11:55am

Closing Remarks

12:00pm

Networking Reception

Tuesday, May 4

Time Description
10:00am

Welcoming Remarks

10:05am

Tax Credit Equity Roundtable

Speakers:

  • Cory Bannister, R4 Capital
  • Matt Grosz, Redstone Equity Partners
  • Marge Novak, Berkadia
  • Sindy Spivak, Bank of America
10:55am

Break

11:00am

Keynote Address

Speakers:

  • Anthony Sertich, California State Controller Representative
  • Caleb Roope, The Pacific Companies MODERATOR
11:30am

Break

11:35am

Bond Financing

Speakers:

  • Ben Barker, California Municipal Finance Authority
  • Wade Norris, Norris George & Ostrow PLLC MODERATOR
  • Ian Parker, RBC Capital Markets
12:25pm

Closing Remarks

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