Novogradac 2023 Affordable Housing Conference

Agenda

Agenda is subject to change.

Please note: Agenda is in Pacific Time.

Please find CPE info here.

WEDNESDAY, APRIL 26, 2023

9:00 am - 4:00 pm

LIHTC Basics Workshop (Hybrid) - 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:

Speaker: Robert Bennett, Principal, Novogradac

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

Speaker: Tara Rial, Manager, Novogradac

Speaker: Andrea Murray, Manager, Novogradac

1:00 pm - 5:00 pm

Running the Numbers Workshop (In-Person) - additional fee required

Learn more 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 when analyzing the return to the investor.

Tracks:

Moderator: Miao Xue, Partner, Novogradac

Speaker: Dayle Dalling, Principal, Novogradac

Speaker: Michael Simon, Project Manager, The NHP Foundation

1:00 pm - 5:00 pm

RAD Basics Workshop (In-Person) - additional fee required

Learn the basics the RAD program, including the history, benefits, how to apply, sample transactions, what type of RAD conversion fits your PHA, projecting revenue and expenses and more. Understand how RAD works from experts.

Tracks:

Speaker: Deborah VanAmerongen, Strategic Policy Advisor, Nixon Peabody

Speaker: Tiffani Barletta, Senior Vice President, CSG Advisors

Moderator: Rich Larsen, Partner, Novogradac

Speaker: Kelly McNany Gorman, Partner, Novogradac

THURSDAY, APRIL 27, 2023

7:30 am - 9:00 am

Breakfast Conversation: Social Impact and Affordable Housing

Affordable and public housing creates social change, but there is room for more. This interactive breakfast is an opportunity to share experiences and suggestions on how the affordable housing community can creating short- and long-term social impacts. This optional breakfast is separate from the networking breakfast.

Tracks:

8:00 am - 9:00 am

Networking Breakfast

9:00 am - 9:30 am

Conference Welcome

The conference chairs welcome attendees and provide a blueprint for the next two days of education, information and networking.

Tracks:

Speaker: Fiona Ma, Keynote Speaker, Treasurer of the State of California

Speaker: Jeff Nishita, Conference Co-Chair & Partner, Novogradac

Speaker: Melissa Chung, Conference Co-Chair & Partner, Novogradac

9:30 am - 10:45 am

Washington Report

Our expert panel provides insight on what to expect from a divided Congress, including the opportunities for legislation to expand and enhance the housing credit. Hear about key committees in the House and Senate and learn what must-pass legislation could be a vehicle for housing legislation. Also hear about regulatory guidance that could have an influence on affordable housing in 2023.

Tracks:

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

Speaker: David Gasson, Executive Director, Housing Advisory Group

Moderator: Michael Novogradac, Managing Partner, Novogradac

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

10:45 am - 11:00 am

Networking 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

Insights from Investors

LIHTC investors share their thoughts on the state of the market. Hear what investors are looking for and how you can make your development more attractive. Be aware of the latest trends and what investor options work best for you.

Tracks:

Speaker: Brian McMahon, Executive Vice President, R4 Capital

Speaker: Roy Faerber, Senior Vice President, Equity Production - West Coast, Boston Financial

Speaker: Jessica Captanis, Vice President – Originations, Western Region, WNC

Moderator: Dirk Wallace, Partner, Novogradac

Speaker: Philip Porter, Senior Vice President of Acquisitions, Enterprise Community Investment

12:00 pm - 1:30 pm

Networking Lunch

1:30 pm - 2:30 pm

Inside Debt and Lending Options

An expert panel discusses ways to finance affordable housing, including creative uses of state and federal options. Hear how the way you finance your property can make a significant difference to your bottom line.

Tracks:

Speaker: Sarah Garland, Senior Managing Director, Affordable Housing, CBRE

Speaker: Kamara Green, EVP, National Director of Affordable Housing Production, Bellwether Enterprise

Speaker: Paul Weissman, Senior Managing Director, Head of Affordable Housing Production, Lument

Moderator: Thomas Stagg, Partner, Novogradac

Speaker: Rose Eaton, Chief Credit Officer , Fallbrook Financial Services Company

2:30 pm - 2:45 pm

Networking 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

Clean Energy Opportunities

The Inflation Reduction Act included a variety of clean and renewable energy provisions that affect affordable housing. Hear how the bonus investment tax credit for adding solar to affordable housing works and gain understanding of how the Section 45L credit can assist you. Be informed on how clean energy can help residents and financing for your properties.

Tracks:

Speaker: Kanan Ajmera, CEO & Founder, Builders Patch

Moderator: Alvin Lee, Partner, Novogradac

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

3:45 pm - 4:00 pm

Networking 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

Time for RAD? Repositioning Options for PHAs

HUD’s Rental Assistance Demonstration (RAD) program has helped transform public housing. This session reviews options available to public housing authorities in converting properties currently assisted under the Public Housing platform (Section 9) to the Section 8 platform. The session will address the RAD program, Section 18 demolition/disposition and streamlined voluntary conversions.

Tracks:

Speaker: Tanya Dempsey, Principal, CSG Advisors

Speaker: Celia D. Smoot, SVP, Head of Fund Investments, Key Community Development Corporation

Speaker: Mike Andrews, Principal/Founder, Structure Development Advisors

Speaker: Satish Bhaskar, Chief Financial Officer, Housing Authority of the City of El Paso

Speaker: Gerald Cichon, Chief Executive Officer, Housing Authority of the City of El Paso

Moderator: Rich Larsen, Partner, Novogradac

5:00 pm - 6:30 pm

Networking Reception

Tracks:

FRIDAY, APRIL 28, 2023

8:00 am - 9:00 am

Networking Breakfast

9:00 am - 9:55 am

Understanding the Nonprofit World

Nonprofit organizations are actively involved in developing LIHTC properties and in providing services to residents. Gain a deeper understanding of the complexities of developing as a nonprofit, whether you are part of a nonprofit developer or are interested in teaming with one.

Tracks:

Speaker: Laura Archuleta, President & CEO, Jamboree Housing Corporation

Speaker: Mike Jacobs, Originations, Hunt Capital Partners

Speaker: Jen Brewerton, Vice President of Compliance, Dominium

Moderator: Lance S. Smith, Partner, Novogradac

9:55 am - 10:00 am

Networking Break

Reset for the next session.

Tracks:

10:00 am - 10:55 am

Golden State of Housing

California has committed an unprecedented amount of state funding to affordable housing in an effort to address its crisis. Hear how state leaders are making various resources available to close the housing gap in the nation’s most populous state and learn about updates to the funding programs.

Tracks:

Speaker: Anthony Sertich, Assistant Deputy Director of Loan Closing, Division of State Financial Assistance, California Department of Housing and Community Development

Moderator: Melissa Chung, Conference Co-Chair & Partner, Novogradac

Speaker: Anthony Zeto, Deputy Executive Director, California Tax Credit Allocation Committee (CTCAC)

Speaker: Tiena Johnson Hall, Executive Director, California Housing Finance Agency