NH&RA Summer Institute (2023)

Agenda

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Please note: all times are listed in Pacific Time and subject to change.

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Monday, July 31
Time Description
4:00pm

Board Meeting

6:00pm

Board Dinner

Tuesday, August 1
Time Description
8:00am

Developers Breakfast

NH&RA developer members only. Separate $100 registration fee required.

10:00am

Welcome and Introductions

10:15am

Economic Keynote: Dr. Lindsey Piegza, Stifel

Dr. Lindsey Piegza is the Chief Economist for Stifel Financial. She specializes in the research and analysis of economic trends and activity, world economies, financial markets, and monetary and fiscal policies. Prior to her role with Stifel, she was the Senior Economist for an investment bank in New York City for eight years consulting clients in the U.S., Europe, Asia and the Middle East.

A highly sought-after speaker across national and international forums, Piegza is often quoted in the business press. She is a regular guest on CNBC, Bloomberg, CNN and Fox Business, as well as national radio and other business news outlets. Piegza is also a monthly op-ed contributor for The Hill.

In addition to her role with Stifel, Piegza is an instructor at the Pacific Coast Banking School, a member of the Chicago Federal Reserve Advisory Committee, SIFMA Economic Advisory Roundtable Chair, co-chair of the NABE International Roundtable, and a well-respected author. Piegza has published numerous academic papers in prestigious journals such as the Harvard Business Review and in textbooks from Northwestern University’s Kellogg Graduate School of Management.

Piegza is a member of the National Association for Business Economics (NABE), American Economic Association (AEA), the Economic Club of Chicago and the Economic Club of New York. Piegza was also named a 2019 Women of Influence by the Chicago Business Journal. She holds two degrees from Northwestern University in political science and economics, and earned her Ph.D. in economics from the City University of New York. She is a native of Chicago and is based in Stifel’s downtown Chicago office.

Presentation

10:45am

Networking Break

10:55am

Multifamily Affordable Housing Developers & Owners Roundtable

Speakers:

  • Ben Applegate, Applegate & Thorne-Thomsen MODERATOR
  • Peter Barker, Barker Management 
  • Geoff Brown, USA Properties Fund
  • Andrea Osgood, Eden Housing
  • Aaron Thomas, Standard Communities
11:55am

Lunch

1:10pm

Regional HFA Roundtable

Speakers:

  • Tiena Johnson Hall, CalHFA
  • Michael Ruane, National CORE MODERATOR
  • Lisa Vatske, Washington State Housing Finance Commission
  • Anthony Zeto, CTCAC/CDLAC
2:10pm

Networking Break

2:20pm

Hot Topics in Affordable Housing

Speakers:

  • Daniel Schned, U.S. Department of Transportation
  • Jim Tassos, NCSHA
  • John Williams, Avanath Capital Management MODERATOR
3:00pm

Networking Break

3:10pm

Tax Credit Equity Roundtable

Speakers:

  • Jennifer Erixon, Alliant – A Walker & Dunlop Company
  • Michael Gaber, PNC
  • Matt Grosz, Red Stone Equity Partners
  • Tricia Yarger, Fairstead MODERATOR
4:10pm

Networking Break

4:20pm

Building the Affordable Housing Talent Pipeline

Speakers:

  • Ari Beliak, Merritt Community Capital Corporation
  • Cedric Bobo, Project Destined
  • Ed Holder, Mercy Housing
  • Robin Hughes, Housing Partnership Network
  • Sindy Spivak, Bank of America MODERATOR
5:30pm

Reception

Wednesday, August 2
Time Description
9:00am

Bond Deal Structuring Part I: Private Placement, FHA, RD, Housing Authority and 501c3 Executions

Speakers:

  • Sam Adams, KeyBanc Capital Markets
  • Greg Goldberg, RBC Capital Markets
  • Hao Li, Citi Community Capital
  • Patrice Mitchell, Wells Fargo
  • Wade Norris, Norris George & Ostrow MODERATOR
  • Guy Spieler, Churchill Stateside Group
10:00am

Networking Break

10:15am

The Next Generation of Finance Strategies

Speakers:

  • Yusef Freeman, The Vistria Group
  • Roger Heim, Vitus
  • John Nolde, Winthrop & Weinstine MODERATOR
11:15am

Networking Break

11:30am

Bond Deal Structuring Part II: Cash-Backed Forward Executions

Speakers:

  • Ila Afsharipour, KeyBank
  • Kyle Brasser, Lincoln Avenue Capital
  • Kamara Green, Bellwether Enterprise
  • Jessica Mackenzie, Standard Companies
  • Kent Neumann, Tiber Hudson MODERATOR
1:00pm

Golf Outing at Monarch Beach

Separate registration fee required.

2:00pm

Bocce on the Lawn

Thursday, August 3
Time Description
9:00am

HUD Updates

Speakers:

  • Monica Hilton Sussman, Nixon Peabody MODERATOR
  • Denise Muha, National Leased Housing Association
  • Stephanie Naquin, Novogradac
  • Jason Pu, U.S. Department of Housing and Urban Development
10:00am

Networking Break

10:15am

Greening Affordable Housing

Speakers:

  • Todd Griggs, Sunnova Energy International
  • Sara Langan, Applegate & Thorne-Thomsen MODERATOR
  • Daniel Magni, Radius Solis Inc.
11:15am

Networking Break

11:30am

Maximizing Land Use for Affordable Housing

Speakers:

12:30pm

Conclusion of Program

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