Click on the presenter’s name from the conference schedule below to view his/her PowerPoint presentation in .PDF format.

Wednesday, July 20 – New Markets Tax Credit Symposium

New Markets Tax, Technical & Transactional Issues
Nick Ratti, Reznick Group
Jerry Breed, Bryan Cave LLP
Tim Favaro, Cannon Hyman & Weiss
Laura Vowell, US Bank

Case Studies: Innovative NMTC Transactions (Part 1)
Lila Shapiro Cyr, Ballard Spahr
Stephanie Franklin Suber, Ballard Spahr
Robert Jenkins, Hampton Roads Ventures
Elizabeth Tolliver, East St. Louis Housing Authority

Case Studies: Innovative NMTC Transactions (Part 2)
Spencer Orkus, L+M Development Partners
Matt Bissonette, Citi
James Patchett, Goldman Sachs

Exit Strategies & Asset Management Issues for NMTC Transactions
Lee Winslett, Wells Fargo
Al Shehadi, Enterprise Community Partners
Mark Einstein, Reznick Group
Charlie Rhuda, Novogradac & Company

Case Studies: Innovative NMTC Operating Businesses
Leigh Ann Smith, Bank of America
Jake Levin, Lake Point Restoration LLC

Thursday, July 21 – Summer Institute

Creative Approaches & New Opportunities for Developers
Beverly Bates, The Community Builders
Milton Pratt, The Michaels Organization
Armand Tiberior, Tax Credit Group of Marcus & Millichap
Tom Capp, Gorman & Company
Larry Curtis, WinnCompanies

Creating Opportunities from Within: Lessons on Analyzing Your Operations and Assets to Create Additional Cash Flow
Brendt Rusten, Dominium
Jenny Netzer, Tax Credit Asset Management
Chuck Durnin, The Michaels Organization
David Reznick, Reznick Group
Claudia Brodie, McCormack Baron Salazar

Tax Credit Equity Roundtable
Jay Segel, Stratford Capital Group
Tony Bertoldi, City Real Estate Advisors
Bernie Husser, The Richman Group Affordable Housing Corp.
Kim McLaughlin, Bank of America Merrill Lynch
Fred Copeman, Reznick Group

Friday, July 22

Preservation Roundtable: Spotlight on Federal & State-Assisted Challenges & Opportunities
David Abromowitz, Goulston & Storrs
Sheldon Schreiberg, Pepper Hamilton
Rick Henken, Schochet Associates
Charlie Rhuda, Novogradac & Company

Securing Multifamily Debt Construction & Permanent Debt
John Peck, Peck Shaffer
Jim Gillespie, Red Stone Partners
Todd Gomez, Bank of America Merrill Lynch
Susan Frank, Fannie Mae
Kimball Griffith, Freddie Mac

Massachusetts Allocators Roundtable
Kate Racer, Mass. DHCD
Tom Gleason, MassHousing
David Rockwell, Mass. Housing Partnership
Laura Canter, MassDevelopment
Jim McDermott, Holland & Knight LLP

Saturday, July 23

Defending Affordable Housing: Advocating in Today’s Congress
David Abromowitz, Gouldston & Storrs
Rick Goldstein, Nixon Peabody LLP

IRS/Tax Issues Update
John Mackey, Reznick Group
Forrest Milder, Nixon Peabody

Historic Tax Credit Issues & Opportunities
Albert Rex, MacRostie Historic Advisors
Dan Kolodner, Nixon Peabody LLP
Steve Paul, Edwards Angell Palmer & Dodge LLP

Revitalizing Environmentally Impacted Properties
Debra Koehler, Sage Partners
Sean Dundon, Blackstone Consulting
Matt Dillis, Boston Capital