NH&RA Summer Institute (2024)

Agenda

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Monday, July 15
Time Description
2:00pm

NH&RA Executive Committee Meeting

Participation is limited to NH&RA Executive Committee members.
4:00pm

NH&RA Board of Directors Meeting

Participation is limited to NH&RA Board of Directors Only.
5:30pm

Board of Directors Reception & Dinner

Participation is limited to NH&RA Directors and their Spouses.

 
Tuesday, July 16
Time Description
8:00am

Ocean Trail Walk

9:30am

Networking Breakfast

10:30am

Welcome & Introductions

11:00am

Developers’ Perspectives on Markets, Opportunities & Challenges

A series of one-on-one conversations with key executives from NH&RA Member companies.

11:00 am.

Russ Condas, Senior Vice President, Development

Lincoln Avenue Communities, Los Angeles, CA

Interviewed by Peter Bell, NH&RA CEO

11:30 am

Caleb Roope, Founder & CEO

The Pacific Companies, Eagle, ID

Interviewed by Sindy Spivak, Bank of America

12:00 pm

George Saad, Partner & Director, Acquisitions

The BLVD Group, Los Angeles, CA

Interviewed by Dan McGowan, NH&RA Associate Director
12:30pm

Networking Lunch Overlooking the Pacific

1:30pm

Solar for All, Green & Resilient Retrofit Program, 45 L Tax Credits And How to Use Energy Incentives to Make Deals Pencil Out

2:30pm

Project Case Study: Bauer House, the 1st GRRP Project Funded

3:00pm

Networking Break

3:15pm

LIHTC Equity Market Update

  • Michael Gaber, PNC Real Estate – Tax Credit Solutions
  • Matt Grosz, Red Stone Equity Partners
  • Brandon McCall, National Equity Fund, Inc.
  • Philip Porter, Enterprise Community Investment, Inc.
  • Milton Pratt, The Michaels Organization
4:15pm

What Can Be Done About Insurance?

  • Jerry Martin, McGriff Real Estate & Hospitality
  • Deborah Van Amerongen, Nixon Peabody
5:00pm

Networking Reception

Wednesday, July 17
Time Description
8:00am

Developers Breakfast

For Developers Only; Separate Registration Required
9:00am

Continental Breakfast

9:30am

State Agency Updates

  • Andrea Bell, Oregon Housing & Community Services
  • Shawnte Spears, California Housing Finance Agency
  • Ronne Thielen, R4 Capital
10:00am

Networking Break

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10:15am

State of the Art Bond Transactions for Affordable & Workforce Housing

  • Bryan Barker, Citi
  • Lauren Marcus, Tiber Hudson
  • Patrice Mitchell, Wells Fargo
  • Wade Norris, Norris George & Ostrow PLLC
  • Ian Parker, RBC Capital Markets

PowerPoint Presentation
11:45am

Passing the Mantle Among Generations: Succession Planning in Closely Held Companies

  • George Weidenfeller, Telesis Corporation
  • Ben Francois, Banyan Global

PowerPoint Presentation
1:00pm

Golf Outing

Separate registration fee of $390 is required. Please email sminott@dworbell.com to add this outing to an existing regsitration.

 
2:00pm

Whale Watching Coastal Cruise- Sponsored by: Tiber Hudson

Don’t miss out on this chance to immerse yourself in nature and enjoy the company of fellow conference attendees. Click the here to sign up.
Thursday, July 18
Time Description
8:30am

Networking Breakfast

9:00am

Empowering Residents Financial Success

  • Wemimo Abbey, Esusu
9:30am

Congressional Update

  • Emily Cadik, Affordable Housing Tax Credit Coalition
10:00am

HUD Issues Update

10:20am

Historic Rehabilitation Tax Credit Update

  • Kandi Jackson, NTCIC
10:40am

NH&RA Initiatives

  • HOPE VI & Mixed Finance Working Group
  • Connecticut Council for Housing Production

Presented by: Peter Bell, NH&RA CEO      
11:30am

Conclusion of Program

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