Novogradac 2022 Tax Credit Housing Finance Conference

Agenda

Agenda Subject to Change: Please note agenda is set in Pacific Time. Please find CPE info here.

WEDNESDAY, MARCH 9, 2022

WEDNESDAY, NOVEMBER 30, 2022

9:00 am - 4:00 pm

LIHTC Basics - (in person only) additional fee applies

The low-income housing tax credit (LIHTC) can be complex, but this preconference workshop simplifies concepts by explaining the roles, types of tax credits, ownership structures, tax credit pricing, project timelines, how to avoid recapture and more.

Tracks:

Speaker: Tara Rial, Manager, Novogradac

Speaker: Andrea Murray, Manager, Novogradac

Moderator: Mark Shelburne, Senior Manager, Public Policy, Novogradac

Speaker: Robert Bennett, Principal, Novogradac

1:00 pm - 5:00 pm

Running the Numbers - (in person only) additional fee applies

Gain a better understanding about developing affordable housing and what investors think about when looking at your property . This workshop explores the sources and uses of a development, taxable income and additional considerations you should be thinking about while analyzing the return to the investor.

Tracks:

Speaker: Morgan Debusk , Manager, Novogradac

Moderator: Warren Sebra, Partner, Novogradac

THURSDAY, DECEMBER 1, 2022

8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 9:15 am

Conference Welcome

Conference chair Jeff Nishita welcomes attendees and previews the next two days of sessions, networking and activities.

Tracks:

Speaker: Jeff Nishita, Partner, Novogradac

9:15 am - 10:45 am

Washington Report

Our panel of experts discuss the chances of 2022 tax extender legislation and whether it may contain affordable housing provisions. Also learn how the recent midterm elections will shape affordable housing and regulations in the coming years, including who will hold key roles in the next session of Congress.

Tracks:

Speaker: Emily Cadik, Executive Director, The Affordable Housing Tax Credit Coalition

Speaker: Jennifer Schwartz, Director of Tax and Housing Advocacy, National Council of State Housing Agencies

Moderator: Michael Novogradac, Managing Partner, Novogradac

Speaker: Orlando Cabrera, Partner, Arnall Golden Gregory LLP

10:45 am - 11:00 am

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.

Tracks:

11:00 am - 12:00 pm

Investors, Equity and Your Development

Gain a deeper understanding of the current LIHTC equity market and get tips on how to best maximize equity in your transaction. Hear how inflation and provisions in the Inflation Reduction Act are affecting investors and what you can do to make your transaction more attractive. Also hear where pricing is expected to go in 2023.

Tracks:

Speaker: Jeff Weiss, President, Hunt Capital Partners, LLC

Speaker: Reagan Maechling, Vice President, Acquisitions, Enterprise

Speaker: Richard Shea, Senior Vice President - Acquisitions, CREA

Speaker: Cory Bannister, Executive Vice President, R4 Capital

Moderator: John DeJovine, Principal, Novogradac

12:00 pm - 1:15 pm

Networking Lunch

1:30 pm - 2:30 pm

What You Need to Know About Debt

A panel of experts discuss ways to finance affordable housing transactions, including creative uses of state and federal options. Hear more about your options for debt and how rising interest rates may affect your property.

Tracks:

Speaker: Bill Fazzano, Partner, Boston Capital Finance

Speaker: Matt Zarlengo, Senior Vice President, LIHTC, UMB Bank

Speaker: Sarah Geis, Senior Vice President & Senior Banker, KeyBank

Moderator: Warren Sebra, Partner, Novogradac

2:30 pm - 2:45 pm

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.

Tracks:

2:45 pm - 3:45 pm

Preservation Pointers

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.

Tracks:

4:00 pm - 5:00 pm

State of State Credits

More than 20 states have affordable housing tax incentives. This panel discusses how those credits differ from each other and the federal credit, how to twin state credits with federal LIHTCs and what you can do to encourage your state Legislature to create a state-level LIHTC.

Tracks:

Speaker: Lou Bosso, Senior Vice President, Origination, Cabretta Capital

Speaker: Cindy Colvin, Managing Director, Advantage Capital

Speaker: Chris Hite, President, Sugar Creek Capital

Moderator: Michael Kressig, Partner, Novogradac

5:00 pm - 6:00 pm

Networking Reception

Cap off the first day of the conference by gathering with other attendees.

Tracks:

FRIDAY, DECEMBER 2, 2022

8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 10:00 am

IRA and Affordable Housing

The Inflation Reduction Act, signed into law in August, featured myriad clean and renewable energy provisions, including some that affect affordable housing. Hear about the bonus investment tax credit for installing renewable energy in affordable housing and low-income communities, how the new law extends and make changes in Section 45L new energy efficient homes credits and allowing for no LIHTC basis reductions for ITC and 45L make clean energy even more attractive in affordable housing.

Tracks:

Speaker: Ryan Moya, Managing Director of Sustainability, National Housing Trust

Speaker: Megan Riess, Director, Coats | Rose

Moderator: Peter Lawrence, Director of Public Policy and Government Relations, Novogradac

Speaker: Brent Parker, Partner, Novogradac

10:10 am - 11:00 am

Mastering the PAB-4% LIHTC Transaction

More and more states are seeing competition for tax-exempt private activity bonds to finance affordable housing in conjunction with 4% LIHTCs. A panel of experts shares how financing differs between 4% and 9% LIHTC transactions and how to increase your chances of success in a competitive bond environment.

Tracks:

Speaker: Jim Gillespie, Executive Vice President, Bellwether Enterprise Real Estate Capital

Speaker: Eric Novak, President, Praxis Consulting Group LLC

Moderator: Rachel Denton, Partner, Novogradac

Speaker: Kent Neumann, Attorney, Tiber Hudson LLC

Speaker: Lisa Vatske, Division Director, Multifamily Housing and Community Facilities, Washington State Housing Finance Commission

11:10 am - 12:00 pm

Average Income Set-Aside Primer

The new average-income set-aside test regulations are out, and this panel helps explain how you can use this on your affordable housing property. Learn where this option works best and how to best navigate the regulations for success.

Tracks:

Speaker: Missy Covington, VP, Compliance, Raymond James Tax Credit Funds Inc

Speaker: Jen Brewerton, Vice President, Dominium

Moderator: Stephanie Naquin, Manager, Novogradac