Conference Agenda

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Monday, May 18

Time Description
11:00am

Developers Council Lunch

Developers only; separate catering fee applies.

1:00pm

Welcome & Introductions

1:30pm

What’s New for Affordable Housing in California

Speakers
Matthew Jacobs, Bulldog Partners, Beverly Hills, CA
Jeanne Peterson, CohnReznick, Sacramento, CA
Ray Pearl, California Housing Consortium, Agoura Hills, CA
Susan Riggs, California Department of Housing and Community Development, Sacramento, CA

2:15pm

California Tax Credit Allocation Committee/Debt Limit Allocation Committee Updates

Speakers:
Geoff Brown, USA Properties Fund, Sacramento, CA
Lisa Vergolini, Deputy Director, California Tax Credit Allocation Committee
Misti Armstrong, Program Manager, California Debt Limit Allocation Committee

3:00pm

Networking Break

3:15pm

Exploring the Tax Exempt Bond and Debt Marketplace

Speakers:
Wade Norris, Eichner Norris Neumann, Washington, DC Moderator
Angela Kelcher, Fannie Mae, Washington, DC
Matt Paoni, Bank of America Merrill Lynch, San Francisco, CA
Shaun Smith, Freddie Mac, Washington, DC
Sean Spear, 1410 Partners, Arcadia, CA
Kenji Tamaoki, Prudential Mortgage Capital Company, San Francisco, CA

4:15pm

Networking Break

4:30pm

Preserving Affordable Housing with Private Equity

Speakers:
Daryl Carter, Avanath Capital Management, Irvine, CA
David Cohen, Katten Muchin Rosenman, Chicago, IL Moderator
Chris Herrmann, Enterprise Community Investment, New York, NY
Tim Rafalovich, Wells Fargo, San Diego, CA

5:30pm

Networking Reception

Tuesday, May 19

Time Description
9:00am

Multifamily Developers Roundtable

Speakers:
Kasey Burke, Meta Housing Corporation, Los Angeles, CA
Basil P. Rallis, Bayside Communities, Walnut Creek, CA
Jim Silverwood, Affirmed Housing, San Diego, CA
Armand Tiberio, Tax Credit Group of Marcus & Millichap, Seattle, WA Moderator

10:00am

Networking Break

10:15am

New Horizons: Leveraging Healthcare for Housing

Speakers:

Sharon Dworkin Bell, NH&RA, Washington, DC Moderator
Conchy Bretos
, Mia Senior Living Solutions, Miami, FL
Tom Schuett, The Schuett Companies, Golden Valley, MN
Beth Southorn, LifeSTEPS, Fair Oaks, CA

11:30am

Getting to Yes: Year 15 & Partnership Dispositions

Speakers:
Dave Fournier, ARA  Newmark, Austin, TX
John Gahan, Murtha Cullina, Boston, MA Moderator
Allison Kunis, Related Companies, New York, NY
David Shafer, WNC, Irvine, CA
Catherine Talbot, Candeur Group, San Francisco, CA

12:30pm

Networking Lunch

1:30pm

Tax Credit Equity Roundtable

Speakers:
Mike Fowler, Affordable Housing Partners, Inc., Los Angeles, CA
Scott Kotick, Alliant Capital, Woodland Hills, CA
Rich Mazzocchi, Boston Capital, Boston, MA
Beth Mullen, CohnReznick, Sacramento, CA Moderator
Ronne Thielen, R4 Capital, Santa Ana, CA
Joe Siu, Bank of America Merrill Lynch, Irvine, CA

2:45pm

Networking Break

3:00pm

HUD / LIHTC Preservation Update

Speakers:
Rick Andrews, Red Capital Group, San Diego, CA
Jeff Kunitz, Tax Credit Group Marcus & Millichap, Seattle, WA
Nancy Morton, Dauby O’Connor & Zaleski, Carmel, IN
Craig Staswick, Novogradac & Company, Long Beach, CA
Monica Sussman, Nixon Peabody, Washington, DC

4:00pm

Conclusion of Event

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