Agenda

Please note:

  • All times are listed in Eastern Time (ET).
  • 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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Thursday, July 15

Time Description
1:00pm

Welcome & Introductions

1:05pm

4% Floor LIHTC Bond Case Studies

Speakers:

  • Melissa Bragg, LDG Development, LLC
  • Noah Hale, Fairstead
  • Allison King, Tiber Hudson LLC MODERATOR
  • Ryan Withall, Lincoln Avenue Capital
1:45pm

Break

1:50pm

Municipal Bond Demand and Case Studies

Speakers:

  • Kelly Boyer, Rose Community Capital
  • Greg Goldberg, RBC Capital Markets
  • Karl Hummel, RBC Capital Markets
  • Wade Norris, Norris George & Ostrow PLLC MODERATOR 
  • Alex Zaman, Citigroup Global Markets, Inc

Session Handouts

Thank you to our Session Patron:

2:50pm

Break

2:55pm

Leveraging Condo Structures for Mixed-Income and Mixed-Finance Bond Transactions

Speakers:

  • Dan Alger, Goldman Sachs
  • Jon Cortell, L&M Development Partners, Inc.
  • Ikeogu Imo, District of Columbia Housing Finance Agency
  • Julia Schmidt, Katten Muchin Rosenman LLP MODERATOR
  • Derek Weaver, CohnReznick
3:55pm

Closing Remarks

Thursday, July 22

Time Description
1:00pm

Welcome & Introductions

1:10pm

On The Horizon: Developing a Strategy for Preserving Year 30 Transactions

Speakers:

  • Scott Hoekman, Enterprise Housing Credit Investments MODERATOR
  • Anne Ray, Shimberg Center for Housing Studies
  • Armand Tiberio, CBRE
  • Dolores Vance, Oregon Housing and Community Services
2:10pm

Break

2:15pm

Keynote: Lopa Kolluri, U.S. Department of Housing and Urban Development


Lopa P. Kolluri serves as the Principal Deputy Assistant Secretary for the Office of Housing and the Federal Housing Administration (FHA) at the U.S. Department of Housing and Urban Development (HUD). In this role, Ms. Kolluri is the senior leader responsible for the Office’s policies, programs, and operations supporting homebuyers, homeowners, multifamily residents, and housing counselors. Kolluri is also responsible for the Office’s oversight of manufactured housing and FHA’s Single Family, Multifamily, and Healthcare mortgage insurance programs.

With over 25 years of experience in affordable housing and community and economic development in both the public and private sectors, Kolluri served from 2011 to 2013 as Deputy Chief of Staff to HUD Secretary Shaun Donovan. Prior to rejoining HUD in February 2021, Kolluri was the Chief Development and Operating Officer for the Philadelphia Housing Authority, the nation’s fourth largest public housing authority serving nearly 80,000 public housing residents.

Kolluri has broad knowledge and experience in executive-level management of housing policy, operations, and transactions. Prior to her role at the Philadelphia Housing Authority, Kolluri held leadership roles at multifamily development and management companies Pennrose and Community Investment Strategies, Inc. She also served as the Assistant State Treasurer for Economic Development for the state of New Jersey, and the Director of Housing and Community Resources for the New Jersey Department of Community Affairs. Early in her career, Kolluri was a staff member of the Fannie Mae Foundation where she focused on a broad range of homeownership issues including anti-predatory lending, the importance of housing counseling, and effective homebuyer education.

2:45pm

Break

2:50pm

Resiliency as Preservation: Futureproofing Affordable Housing for Climate Change

Speakers:

  • Todd Nedwick, National Housing Trust
  • Dan Rizza, Climate Central
  • Khalil Shahyd, National Resources Defense Council MODERATOR
  • Kelly Van Baalen, Climate Central
3:50pm

Closing Remarks

Thursday, July 29

Time Description
1:00pm

Welcome & Introductions

1:10pm

Going Beyond LIHTC: Leveraging Historic, Renewal, NMTC and State Credits in Affordable Housing

Speakers:

  • Kells Carroll, Sugarcreek Capital
  • Todd Gomez, Bank of America
  • David Herdlick, RubinBrown MODERATOR
  • Merrill Hoopengardner, National Trust Community Investment Corporation
2:10pm

Break

2:15pm

Economic Update: Robert Dietz, NAHB

Dr. Robert Dietz is the Chief Economist for the National Association of Home Builders, where his responsibilities include forecasts of housing and economic trends, survey research, and home building industry and policy analysis. He is commonly cited on CNBC, the Wall Street Journal, the Washington Post and NPR.

Prior to joining NAHB in 2005, Robert worked as an economist for the Congressional Joint Committee on Taxation. He is a native of Dayton, Ohio and earned a Ph.D. in Economics from The Ohio State University in 2003.

2:45pm

Break

2:50pm

Alternative Construction Strategies: Managing Cost and Supply Chain Challenges

Speakers:

  • Jeff Kittle, Kittle Property Group, Inc MODERATOR
  • Ron Mehl, Dominium
  • Tony Piscitello, USA Properties Fund, Inc
  • Mark Shelburne, Novogradac Consulting LLP
3:50pm

Closing Remarks

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