Novogradac 2023 Affordable Housing Developers Conference

Agenda

Agenda is subject to change.

Please note: Agenda is set in Eastern Time. Please find CPE info here.

TUESDAY, JANUARY 10, 2023

9:00 am - 4:00 pm

LIHTC 101: The Basics Workshop (in-person only)- additional fee required

Learn how to navigate the low-income housing tax credit (LIHTC) world well. This workshop explains roles, types of tax credits, ownership structures, project timelines, how to avoid recapture and more.

Tracks:

Moderator: Dayle Dalling, Principal, Novogradac

Speaker: David Mantilla, Senior, Novogradac

Speaker: Robert Bennett, Principal, Novogradac

Speaker: Tara Rial, Manager, Novogradac

Speaker: Jill Cromartie, Consultant, Simple Asset Management

12:30 pm - 4:30 pm

Acquisition/Rehabilitation Overview Workshop (in-person only)- additional fee required

Learn about issues associated with acquiring existing residential rental real estate for the purpose of rehabilitating it under the LIHTC incentive, including how to initially qualify units for claiming LIHTCs, qualifying existing tenants, how to maximize credits and more. Additionally, learn how provisions in the Inflation Reduction Act of 2022 can provide additional financing for your development.

Tracks:

Speaker: James Duffy, Partner, Nixon Peabody LLP

Moderator: Christina Apostolidis, Partner, Novogradac

Speaker: Matt Lockhart, Principal, Novogradac

WEDNESDAY, JANUARY 11, 2023

8:00 am - 9:00 am

Networking Breakfast

9:00 am - 9:15 am

Welcome Address

9:15 am - 10:45 am

Washington Report

With a new Congress in place, hear what to expect concerning affordable housing legislation and regulation in 2023. Learn how provisions in the Inflation Reduction Act affect affordable housing and how advocates see the next two years shaping up.

Tracks:

Speaker: Emily Cadik, CEO, The Affordable Housing Tax Credit Coalition

Speaker: David Gasson, Executive Director, Housing Advisory Group

Speaker: Orlando Cabrera, Partner, Arnall Golden Gregory LLP

Moderator: Michael Novogradac, Managing Partner, Novogradac

10:45 am - 11:00 am

Balance Break

Reset for the next session. Attendees can grab a snack, visit the exhibit hall or make a connection in the network lounge.

Tracks:

11:00 am - 12:00 pm

Debt and Equity–Structuring the Right Deal for the Developer

Experts share tips on creative ways to finance affordable housing transactions, including the opportunities and hurdles involved with different federal financing options. Hear how to structure your transaction to maximize effectiveness.

Tracks:

Speaker: Julie Sharp, Executive Vice President, Tax Credit Equity Syndications, Merchants Capital

Speaker: Bryan Hollander, Vice President, Acquisitions, Enterprise Community Investment, Inc.

Moderator: John DeJovine, Partner, Novogradac

Speaker: John Roberts, Vice President, Bellwether Enterprise

Speaker: Stephanie Hynes, Vice President, R4 Capital Funding

12:00 pm - 1:15 pm

Networking Lunch

1:30 pm - 2:30 pm

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 credits and how some fundamental changes concerning basis reduction make clean energy even more attractive in affordable housing.

Tracks:

Speaker: Darien Crimmin, Vice President of Energy and Sustainability, WinnCompanies

Speaker: Jerome Garciano, Shareholder, Polsinelli

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

2:30 pm - 2:45 pm

Balance Break

Reset for the next session. Attendees can grab a snack, visit the exhibit hall or make a connection in the network lounge.

Tracks:

2:45 pm - 3:45 pm

Challenges and Opportunities with Bond-Financed Properties

The number of properties financed with private activity bonds and 4% LIHTCs continues to increase, but that financing structure comes with challenges. As more states enact competition for limited bond resources, learn how to make your property attractive. Also get tips on best ways to ensure you pass the 50% test and other issues that arise with bond-financed properties.

Tracks:

Speaker: John Sabatier, Managing Director, Stifel, Nicolaus & Co.

Moderator: Charlie A Rhuda, Partner, Novogradac

Speaker: Christopher A. Walker, Jacksonville Office Partner-in-Charge, Lippes Mathias LLP

Speaker: Allison R. King, Partner, Tiber Hudson LLC

3:45 pm - 4:00 pm

Balance Break

Reset for the next session. Attendees can grab a snack, visit the exhibit hall or make a connection in the network lounge.

Tracks:

4:00 pm - 5:00 pm

Succeeding in the Development Process

Planning, building and completing affordable housing is a complicated process and this panel provides best practices to embrace during development, best ways to structure your transaction and what to keep an eye on during the entire development. Be prepared for success.

Tracks:

Speaker: Rodger Hara, Principal, Community Builders Realty Services

Speaker: Moshe McKie-Krisberg, President, Richman Housing Resources LLC

Speaker: Alex Zeltser, Partner, Tiber Hudson LLC

Moderator: Renee Beaver, Partner, Novogradac

5:00 pm - 6:00 pm

Networking Reception

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

Tracks:

THURSDAY, JANUARY 12, 2023

8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 10:00 am

Average Income & Workforce Housing

Get up to date on two significant issues in affordable housing: The final regulations for the average-income set-aside and the growing emphasis on workforce housing. Learn about options that could affect your property and hear about local, state and federal resources for workforce housing (including Florida’s state loan fund).

Tracks:

Speaker: Kevin Kroll, Director of Institutional Funding, Wendover Housing Partners

Speaker: Shawn Whitney, Shareholder, Polsinelli

Moderator: Christina Apostolidis, Partner, Novogradac

10:00 am - 10:15 am

Balance Break

Reset for the next session. Attendees can grab a snack, visit the exhibit hall or make a connection in the network lounge.

Tracks:

10:15 am - 11:15 am

Overcoming Development and Construction Challenges

Virtually every LIHTC development runs into challenges. This panel will discuss common hurdles, discuss how to clear them and provide some real-world examples of complications and solutions.

Tracks:

Speaker: Salvatore Ingrao, Director of Development Accounting, Retirement Housing Foundation

Speaker: Catherine Levenson, Senior Development Project Manager, MDG Design + Construction LLC

Speaker: Alexander Kiss, Manager/Member, Banyan Development Group

Moderator: Kelly McNany Gorman, Principal, Novogradac