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:

Cindy Hamilton photo

Speaker: Cindy Hamilton, President, Heritage Consulting Group

Austin Power photo

Speaker: Austin Power, Principal, Novogradac

David Graff photo

Speaker: David Graff, Principal, Novogradac

Matt Yunker photo

Speaker: Matt Yunker, Manager, Novogradac

THURSDAY, OCTOBER 7, 2021

8:00 am - 9:00 am

Registration and Breakfast/Login

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:

Annette Stevenson photo

Moderator: Annette Stevenson, Partner, Novogradac

Keith Pettus photo

Speaker: Keith Pettus, Executive Director, Chase

Eric Darling photo

Speaker: Eric Darling, Partner, Carlisle Tax Credit Advisors

Richard Roth photo

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:

Darin LaHood photo

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:

Irvin Henderson photo

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

Melissa McCormack photo

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

George Barlow photo

Moderator: George Barlow, Partner, Novogradac

John Sorel photo

Speaker: John Sorel, Acquisition Agent, Foss and Company

Shawn Whitney photo

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:

Patrick Laborde photo

Speaker: Patrick Laborde, Director, Stonehenge

Warren Sebra photo

Moderator: Warren Sebra, Partner, Novogradac

Amrit Gill photo

Speaker: Amrit Gill, President, Restoration St. Louis

Josh Jeffers photo

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

Emily Cauzillo photo

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:

Albert Rex photo

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

Nathan Ware photo

Speaker: Nathan Ware, Partner, BakerHostetler

Kandi Jackson photo

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

Kevin Goldsmith photo

Kevin Goldsmith, Managing Director , Chase

Nicolo Pinoli photo

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:

Earl Blumenauer photo

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:

Katrina Thompson photo

Speaker: Katrina Thompson, Partner, Barnes & Thornburg LLP

Louis Jenull photo

Speaker: Louis Jenull, Partner, Squire Patton Boggs

John Panno photo

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

Michael Kressig photo

Moderator: Michael Kressig, Partner, Novogradac

10:45 am - 11:00 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:

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:

John  Tess photo

Speaker: John Tess, Partner, Heritage Consulting

Robert  Espeland photo

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

Renee Kuhlman photo

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

Tom Boccia photo

Moderator: Tom Boccia, Partner, Novogradac

Brian Goeken photo

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