Annual Meeting Agenda (2016)

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Wednesday, February 24

Time Description
9:00am

Pre-Conference Symposium On Public Housing Revitalization

4:00pm

Conclusion of Pre-Conference Symposium

6:30pm

Board of Directors Dinner

Board of Directors and their spouses only.

Cocktails at 6:30pm
Dinner at 7:00pm

Thursday, February 25

Time Description
8:30am

Executive Committee Meeting

NH&RA Executive Committee Members Only

10:00am

Board of Directors Meeting

NH&RA Board Members Only

11:30am

Developers Council Luncheon

Developers Only. Separate $85 Catering Fee Applies.

1:30pm

Welcome & Introductions

2:15pm

Vision Awards Presentation: A Salute to Bill Machen

The Vision Awards, which annually recognize innovative and impactful leaders in the private and public sectors, are presented by the National Housing & Rehabilitation Association (NH&RA).   This year’s private sector award will be presented to Bill Machen, whose work has helped make Holland & Knight’s Tax Credits Transactions Practice one of the largest in the United States. When the low-income housing tax credit was created in 1986, Machen was a pioneer maximizing the benefits of the credit to affordable housing developers and residents. Despite decades of developing a keen technical expertise in the field, Machen has not lost sight of impact of his work.

2:45pm

Networking Break

3:00pm

Keynote: A Conversation with Jonathan Rose

In conversation with Peter Bell, NH&RA President & CEO

Jonathan F.P. Rose’s business, public policy and not-for-profit work all focus on creating more environmentally, socially and economically resilient cities. In 1989, Mr. Rose founded Jonathan Rose Companies LLC, a multi-disciplinary real estate development, planning, and investment firm which has successfully completed more than $1.5 billion of work. In 2005, the firm launched the nation’s first green transit oriented acquisition and redevelopment fund, followed by several green affordable housing and office transformation funds.

The company’s mission is to repair the fabric of communities. The firm’s work touches many aspects of community health; working with cities and not-for-profits to build not only affordable and mixed-income housing, but also cultural, health and educational infrastructure.

The firm’s innovative development, planning, investment, new construction, conversion and historic preservation work has won awards from a wide range of notable organizations including: the National Trust for Historic Preservation, the Natural Resources Defense Council, the Urban Land Institute, the American Planning Association and the American Institute of Architects. Mr. Rose’s book on resilient cities, The Well Tempered City, will be published by Harper Collins in the spring of 2016.

Mr. Rose is Vice Chair of Enterprise Community Partners and is a trustee of the Natural Resources Defense Council. He also serves on the Board of the Brooklyn Academy of Music, and is an Honorary Member of the American Institute of Architects. He is a Honorary Trustee of the American Museum of Natural History and Jazz at Lincoln Center. Mr. Rose chaired the Metropolitan Transit Authority’s Blue Ribbon Sustainability Commission, which developed the nation’s first green transit plan, and was a commissioner on Governor Cuomo’s NYS 2100 Commission, tasked with identifying strategies for the long-term resilience of New York State’s infrastructure post-Hurricane Sandy.

Mr. Rose and his wife Diana Calthorpe Rose are the co-founders of the Garrison Institute. The Institute connects inner transformation with outer solutions to relieve suffering in the fields of trauma, education and the environment.

Mr. Rose graduated from Yale University in 1974 with a B.A. in Psychology and Philosophy, and received a Masters in Regional Planning from the University of Pennsylvania in 1980.

Jonathan F.P. Rose’s Blog:  Thoughts on a Well Tempered City

3:45pm

Networking Break

4:00pm

Planning for an Uncertain Future: Developers Roundtable

Speakers:

Jeff Brodsky, Related Management, New York, NY
Jeff Kittle, Herman & Kittle Properties, Indianapolis, IN
Joan Hoover, Conifer Realty LLC, Rochester, NY
Armand Tiberio, CBRE Affordable Housing, Seattle, WA Moderator

5:00pm

Conclusion of Sessions

6:00pm

Opening Reception

We invite conference attendees and their families to join us. The Opening Reception is included in conference registration. A separate catering fee applies for guests.

Opening Reception Sponsored by JLL

Friday, February 26

Time Description
8:30am

Keynote Address: Breaking Developments at HUD

Theodore K. Toon, Director of FHA Multifamily Production, U.S. Department of Housing & Urban Development

9:00am

Case Studies: Affordable Housing Debt Executions

Speakers:
Chris Barnes, Dominium, Plymouth, MN
Karen Dubrosky, Dougherty Mortgage, Minneapolis, MN
Anand Kannan, Community Preservation Partners, Irvine, CA
Chris Crump, JLL Capital, Grapevine, TX
Wade Norris, Eichner Norris & Neumann PLLC, Washington, DC Moderator

10:15am

Networking Break

10:30am

Tax Credit Equity Roundtable

Speakers:
Jerry Breed, Bryan Cave, Washington, DC Moderator
Rick Davis, Wells Fargo, Charlotte, NC
Gayle Manganello, PNC Multifamily Capital, Chelmsford, MA
Laura Sheehan, Bank of America Merrill Lynch, Baltimore, MD
Ronne Thielen, R4 Capital, Newport Beach, CA
Craig Wagner, RBC Capital Markets, Charlotte, NC

11:15am

Networking Break

11:30am

Case Studies: Innovative Approaches to HUD and Historic Preservation

Speakers:
Jonathan Bentz, Cathedral Development Group, Providence, RI
Tom Capp, Gorman & Company, Inc., Oregon, WI
Miles Hapgood, Stratford Capital Corp., Peabody, MA
David Leon, Broad and Cassell, Orlando, FL Moderator
Richard Price, Berkadia, Bethesda, MD
Monica Sussman, Nixon Peabody LLP, Washington, DC
David Twombly, Twombly Consulting, Saunderstown, RI

Section 8(bb) Frequently Asked Questions

12:30pm

Conclusion of Sessions

1:00pm

Annual Golf Tournament

Registration fee: $295 (includes green fees and lunch). Club rentals are available for a separate fee.

2:00pm

Next Generation Leadership Croquet Tournament

*Next Generation Leadership Initiative Committee Members Only

On Friday, February 26, we’re hosting a croquet tournament for our Next Generation Leaders to mix and mingle under the warm Florida sun after the day’s conference sessions conclude. The event will be on the front lawn of The Breakers at 2:00pm. No croquet experience or equipment is necessary! Your registration fee of $95 includes everything you need, plus two drinks.

Saturday, February 27

Time Description
9:00am

Employee Engagement at Affordable Housing Companies

Speakers:
John Gahan, Murtha Cullina LLP, Boston, MA
Stan Hannah, Plante & Moran PLLC, Southfield, MI

10:00am

Networking Break

10:15am

New Life for the New Markets Tax Credit: Resources for Housing & Community Facilities

Speakers:
Stephen Nolan, Nolan Sheehan Patten, Boston, MA
Ira Weinstein, Cohn Reznick, Baltimore, MD
Joe Wesolowski, Enterprise Community Investment, Columbia, MD

 

11:15am

Networking Break

11:30am

Advising Your Clients: Exploring Key Tax Credit and Affordable Housing Issues

Speakers:
Anthony Freedman, Holland & Knight, Washington, DC
Bryan Keller, Rubin Brown, St. Louis, MO
Doug Koch, Dauby O’Connor Zaleski, Newton, MA
Beth Mullen, Cohn Reznick, Sacramento, CA

12:30pm

Conclusion of Sessions

5:00pm

Closing Reception

All conference attendees and guests are welcome to join us for our closing reception.

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