Conference Agenda

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Wednesday, August 6

Time Description
9:00am

Welcome & Introductions

9:30am

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 

10:45am

Networking Break

11:00am

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

12:15pm

Networking Lunch

1:30pm

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

2:30pm

Networking Break

2:45pm

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

4:00pm

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

4:45pm

Conclusion of NMTC Symposium

6:30pm

Board of Directors Dinner

NH&RA Directors and Spouses Only

Thursday, August 7

Time Description
9:30am

Board of Directors Meeting

Executive Session: NH&RA Directors Only

11:00am

Developers Council Luncheon

Developers Only. Additional Catering Fee Applies.

1:00pm

Welcome & Introductions

1:45pm

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

2:45pm

Networking Break

3:00pm

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 

4:15pm

Networking Break

4:30pm

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

5:30pm

End of Thursday Conference Sessions

6:00pm

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
9:15am

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

10:15am

Networking Break

10:30am

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

11:30am

Networking Break

11:45am

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

12:45pm

Friday Afternoon Free

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

6:00pm

Optional Friday Evening Dinner: Clarke Cooke House

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

Saturday, August 9

Time Description
9:00am

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
TBA

10:00am

Networking Break

10:15am

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

11:15am

Networking Break

11:30am

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

12:30pm

Conclusion of Sessions / Afternoon Free

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

1:00pm

Saturday Afternoon Activity: America's Cup Sailing

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

6:00pm

Closing Reception

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

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