Agenda

Novogradac 2021 Historic Tax Credit Conference

Agenda

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WEDNESDAY, OCTOBER 6, 2021

THURSDAY, OCTOBER 7, 2021

WEDNESDAY, OCTOBER 6, 2021

2:00 pm - 4:00 pm

Historic Tax Credits Q&A Deep Dive and Networking

Kick off your conference experience getting all of your HTC workshop questions answered by industry experts and then start your networking early with other attendees.

Tracks:

Speaker: Cindy Hamilton, President, Heritage Consulting Group

Speaker: Austin Power, Principal, Novogradac

Speaker: David Graff, Principal, Novogradac

Speaker: Matt Yunker, Manager, Novogradac

THURSDAY, OCTOBER 7, 2021

8:00 am - 9:00 am

Registration and Breakfast/Login

9:00 am - 10:30 am

Conference Welcome, Awards and Washington Report

9:00-9:30 a.m.

Welcome Address and 2021 Developments of Distinction Awards

Our conference chair welcomes attendees and recognizes winners of the 2021 Novogradac Journal of Tax Credit Developments of Distinction Awards for excellence in the development of properties using the LIHTC and/or HUD funding.

9:30-10:00 a.m.

Keynote Address

Our distinguished guest speaker provides expert insight on the state of the affordable housing world and what might be coming.

10:00-11:00 a.m.

The Washington Report

An expert panel reviews the first nine months of the Biden administration and discusses the likelihood of affordable housing provisions making it into legislation before the end of the year. Hear how infrastructure and housing interact and the implications of a mid-term election year in 2022 have on housing policy and legislation.

Tracks:

Speaker: Cindy Hamilton, President, Heritage Consulting Group

Speaker: Peter Lawrence, Director of Public Policy and Government relations, Marketing, Novogradac

Moderator: Tom Boccia, Partner, Novogradac

Speaker: Patrick Robertson, Principal, Confluence Government Relations

10:30 am - 10:45 am

Balance Break

Reset for the next session. In-person attendees can grab a snack, visit the exhibit hall or make a connection in the network lounge. Online attendees can grab a snack, peruse the exhibit tab or make a connection in the chat.

Tracks:

10:45 am - 11:45 am

Investor Equity Insights

HTC investors share about the state of the market, including how the COVID pandemic affected prices, the types of developments that are popular among investors and where the market is likely headed in 2022.

Tracks:

Moderator: Annette Stevenson, Partner, Novogradac

Speaker: Keith Pettus, Executive Director, Chase

Speaker: Eric Darling, Partner, Carlisle Tax Credit Advisors

Speaker: Richard Roth, Founding Partner, Roth Law Firm

12:00 pm - 1:15 pm

Luncheon Keynote

Hear our expert speaker share on the state of the HTC community and how stakeholders can play a role protecting and increasing the incentive.

Tracks:

Speaker: Darin LaHood, U.S. Representative, 18th District of Illinois

1:30 pm - 2:30 pm

Building the Capital Stack

The federal HTC can account for 20% of qualified rehabilitation expenditures, leaving plenty of room for other financial resources in the capital stack. Our expert panel discusses tools that can help make the difference in a development penciling out financially.

Tracks:

Speaker: Irvin Henderson, President and CEO, Henderson and Company

Speaker: Melissa McCormack, Senior Vice President, Bank of America

Moderator: George Barlow, Partner, Novogradac

Speaker: John Sorel, Acquisition Agent, Foss and Company

Speaker: Shawn Whitney, Partner, Spencer Fane LLP

2:45 pm - 3:45 pm

Negotiating and Closing Your HTC Deal

Get tips from experts on all sides of an HTC transaction concerning best practices for negotiating and closing your deal. From understanding what the investor wants to ensuring that all sides are protected to learning how to increase your financing, this panel will provide important guidance.

Tracks:

Speaker: Patrick Laborde, Director, Stonehenge

Moderator: Warren Sebra, Partner, Novogradac

Speaker: Amrit Gill, President, Restoration St. Louis

Speaker: Josh Jeffers, Founder and CEO, Jeffers & Co.

Speaker: Emily Cauzillo, Director of Project Management, Huntington Bank

4:00 pm - 5:00 pm

Stakeholder Roundtables

Developers, investors and others share insights into their roles and views of the HTC incentive in an interactive session where you can ask questions and share experiences.

Tracks:

Speaker: Albert Rex, Partner & CEO, MacRostie Historic Advisors

Speaker: Nathan Ware, Partner, BakerHostetler

Speaker: Kandi Jackson, Senior VP and Managing Director of Acquisitions and Project Management, NTCIC

Kevin Goldsmith, Managing Director , Chase

Moderator: Nicolo Pinoli, Partner, Novogradac

5:00 pm - 6:00 pm

Networking Reception

Tracks:

FRIDAY, OCTOBER 8, 2021

8:30 am - 9:30 am

Registration and Breakfast/Login

8:30 am - 9:30 am

Women & Allies Networking Breakfast

Mix with other attendees during breakfast discuss ways women and allies can grow in their career in historic rehabilitation, financing or elsewhere. The meet-up is open to any conference attendees.

Tracks:

9:30 am - 9:45 am

Welcome & Keynote Address

Our esteemed speaker share insight on the state of the HTC incentive and what’s coming.

Tracks:

Speaker: Earl Blumenauer, U.S. Representative, 3rd District of Oregon

9:45 am - 10:45 am

Transaction Contingencies

Hear how you can protect yourself while negotiating an HTC transaction in light of potential legislative changes to the incentive. Hear best practices concerning bumps for changes in the basis or credit percentage, whether and when you should discuss contingencies with investors and other issues that will arise as changes to the HTC become more likely. Be educated before any changes are made.

Tracks:

Speaker: Katrina Thompson, Partner, Barnes & Thornburg LLP

Speaker: Louis Jenull, Partner, Squire Patton Boggs

Speaker: John Panno, Senior Vice President, Bank of America Merrill Lynch

Moderator: Michael Kressig, Partner, Novogradac

10:45 am - 11:00 am

Balance Break

Tracks:

11:00 am - 12:00 pm

State of the States

Nearly 40 states have historic tax credit incentives, providing a boost for HTC developments. Hear where the HTC has been introduced and where advocates should focus their attention. Experts share what’s happening in your state.

Tracks:

Speaker: John Tess, Partner, Heritage Consulting

Speaker: Robert Espeland, Vice President, U.S. Bancorp Community Development Corporation

Speaker: Renee Kuhlman, Senior Director of Outreach and Support, National Trust for Historic Preservation

Moderator: Tom Boccia, Partner, Novogradac

Speaker: Brian Goeken, Chief, Technical Preservation Services, National Park Service