NH&RA Summer Institute (2015)

Learn more about the Asset Management Symposium

As the tax credit community continues to mature, asset management represents the single biggest opportunity for many firms to improve the performance of their properties and their companies. Asset management can help developers and owners identify opportunities to create value and collaboration, while mitigate risking across their companies and portfolios.

Before we host our annual Summer Institute, NH&RA will host a one-day pre-conference Asset Management Symposium to engage participants in collaborative discussions and sharing.  We will explore strategies to increase cash flow by better managing existing resources and growing expenses.  Structured as a day of moderated break-out discussions and follow-up reports, NH&RA will explore many of the key issues, opportunities, challenges and solutions that industry thought leaders are grappling with.

Multiple registration options are available. You may register for the Asset Management Symposium only, the Summer Institute only, or for both events.

Board members and spouses only

Open to all conference attendees and guests.

Registration is free.

Board members only

Developers Only. Space is limited. Catering Fee Applies.

Remarks by:

• Thom Amdur, Executive Director of the National Housing & Rehabilitation Association
• Barbara Fields, Executive Director of Rhode Island Housing
• Stefan Pryor, RI Secretary of Commerce

Panelists:

• Peter Bell, NH&RA, Washington, DC (Moderator)
• Kenan Bigby, Trinity Financial, Boston, MA
• Tom Capp, Gorman & Company, Inc, Oregon, WI
• Jeffrey J. Woda, The Woda Group, Inc, Westerville, OH

Panelists:

• Bryan Greene, HUD, Washington, DC
• Sharon Wilson Géno, Ballard Spahr LLP, Washington, DC (Moderator)
• Henry Korman, Klein Hornig LLP, Boston, MA
• Andrea Ponsor, Local Initiatives Support Corporation, Washington, DC

Panelists:

• Charles Anderson, City Real Estate Advisors, Inc, Indianapolis, IN
• Rob Charest, Boston Financial Investment Management, Boston, MA
• Larry Curtis, WinnDevelopment, Boston, MA (Moderator)
• Raoul Moore, Enterprise Community Investment, Inc., Columbia, MD
• Susan Moro, Bank of America Merrill Lynch, New York, NY
• Kyle Wolff, Stratford Capital Group, Peabody, MA

Sponsored by Bank of America Merrill Lynch

The Opening Reception & Dinner is included for 2015 Summer Institute registrants. Guests of conference attendees are welcome to join us for this family-friendly event. Please register your guests ahead of time.

• Adult Guest Registration: $165
• Child Guest Registration: $80

Panelists:

• John Giebink, Green Mountain Development Group, South Burlington, VT
• Tony Lyons, National Equity Fund Inc, New York, NY
• Charles Rhuda, Novogradac & Company LLP, Boston, MA
• Robert M. Snow, National Equity Fund Inc, Columbus, OH
• Armand Tiberio, Tax Credit Group of Marcus & Millichap, Seattle, WA (Moderator)

Panelists:

• Jim Gillespie, Bellwether Enterprise, New York, NY
• Alysse Hollis, Jones Walker, Cincinnati, OH (Moderator)
• Tracy W. Peters, Red Capital Group, Columbus, OH
• Konrad Schlater, Preservation of Affordable Housing, Inc, Boston, MA

Panelists:

• Jerome A. Breed, Bryan Cave LLP, Washington, DC  (Moderator)
• Michael Gardner, Gardner Capital, Inc., Saint Louis, MO
• Chris Hite, Sugar Creek Capital, Saint Louis, MO
• Marshall E. Phillips, CohnReznick LLP, Charlotte, NC
• Jerome Sullivan, Churchill Stateside Group LLC, Chicago, IL

Join a guided walking tour the colonial Newport! This historical walk is open to all conference attendees and guests.

Registration is free.

Set sail on an America’s Cup Boat! We will feature two sailing excursions:

• General Sailing Excursion, which is open to all conference attendees and their guests.
• Next Generation Leadership Sailing Excursion, which is a special event for our industry’s up-and-coming leaders.

Registration is $170 per person.

Panelists:

• Paul Davis, Affordable Housing Advisors, Southfield, MI
• Neal Drobenare, The NHP Foundation, Washington, DC
• Bart Lloyd, Preservation of Affordable Housing, Inc., Boston, MA
• Daniel Rosen, Klein Hornig LLP, Boston, MA
• Shel L. Schreiberg, Pepper Hamilton LLP, Washington, DC
• Monica Hilton Sussman, Nixon Peabody LLP, Washington, DC (Moderator)

Panelists:

• Jessica Boatright, Jewish Community Housing for the Elderly, Brighton, MA
• Matthew C. Brett, Applegate & Thorne-Thomsen, P.C., Chicago, IL (Moderator)
• Eileen Peltier, Down Street Housing & Community Development, Barre, VT
• Richard Thal, Jamaica Plain Neighborhood Development Corp., Jamaica Plain, MA

• Howard Cohen, Beacon Communities, Boston, MA
• John W. Gahan III, Murtha Cullina LLP, Boston, MA (Moderator)
• Pam Goodman, Beacon Communities, Boston, MA
• Stan Hannah, Plante Moran, Detroit, MI
• Mark S. McDaniel, Great Lakes Capital Fund, Lansing, MI

• Closing Reception and Polo Match Registration: $50 per person

Join us for a quintessential Newport experience at the Newport vs. Dallas polo match. We will host our closing celebration on a private deck at the Newport International Polo Grounds, where conference attendees and their guests can enjoy gourmet hors d’oeuvres and two complimentary drinks, including Veuve Clicquot Champagne & unique specialty cocktails.

NH&RA will provide shuttle transportation between the event and the Hotel Viking. Please indicate whether you will use the transportation service when you register or e-mail Irta John at ijohn@housingonline.com. Complimentary reserved parking is also available.

*Shuttle transportation will depart the Hotel Viking at 3:30pm and return at approximately 7:30pm.

If the event is cancelled due to inclement weather, the polo match will be rescheduled for the following day. If your plans do not allow you to stay for the rescheduled match, we will refund $30 of your registration fee.