August 6, 2014

NH&RA Summer Institute (2014)

Conference Agenda

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:

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.

Last modified: July 25, 2014 at 8:44pm EDT