Novogradac 2023 Housing Tax Credit and Bonds Conference

Agenda

Agenda is subject to change.

Please note: Agenda is in Central Time
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WEDNESDAY, SEPTEMBER 27, 2023

9:00 am - 4:00 pm

LIHTC Basics Workshop

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

Tracks:

Mark Shelburne photo

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

Robert Bennett photo

Moderator: Robert Bennett, Principal, Novogradac

Andrea Murray photo

Moderator: Andrea Murray, Manager, Novogradac

Tara Rial photo

Moderator: Tara Rial, Manager, Novogradac

THURSDAY, SEPTEMBER 28, 2023

7:30 am - 9:00 am

Social Impact Breakfast

All attendees are invited to a special breakfast with discussions focused on social impact, particularly involving women in affordable housing. Hear what others are doing and learn how you can make diversity, equity and inclusion more prominent in your developments and organization.

Tracks:

Tonya Johnson photo

Moderator: Tonya Johnson, Partner, Novogradac

Mark Shelburne photo

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

Stephanie Naquin photo

Speaker: Stephanie Naquin, Director of Multifamily Property Compliance, Novogradac

Stacy Gordon photo

Moderator: Stacy Gordon, Principal, Novogradac

8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 9:30 am

Conference Welcome & Keynote Address

The conference chair welcomes attendees and gives a preview of what to expect over the next two days.

Keynote speaker, Ethan Handelman, Deputy Assistant Secretary for the Office of Multifamily Housing Programs, will give an update on HUD's affordable housing priorities and discuss regulatory and administrative actions that may impact affordable housing in the future.

Tracks:

John Rucker photo

Speaker: John B Rucker, Managing Director, Stifel

Rebecca Arthur photo

Moderator: Rebecca Arthur, Conference Chair & Partner, Novogradac

Ethan Handelman photo

Speaker: Ethan Handelman, Keynote Speaker - Deputy Assistant Secretary for the Office of Multifamily Housing Programs, U.S. Department of Housing and Urban Development

9:30 am - 10:45 am

Washington Report

Our panel of experts share what to expect in Washington, D.C., over the final few months of 2023, including the possibility of provisions to expand the LIHTC being included in year-end legislation and whether Community Reinvestment Act regulation will affect affordable housing investment.

Tracks:

David Gasson photo

Speaker: David Gasson, Executive Director, Housing Advisory Group

Jennifer Schwartz photo

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

Michael Novogradac photo

Moderator: Michael Novogradac, Managing Partner, Novogradac

Peter Lawrence photo

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

10:45 am - 11:05 am

Journal of Tax Credits Awards Ceremony

Join us for the presentation of the Novogradac Journal of Tax Credits Developments of Distinction Awards.

Tracks:

11:05 am - 11:30 am

Networking Break

11:30 am - 12:30 pm

Investor Insights

Affordable housing equity investors share how they see the LIHTC market, including what types of transactions are most popular and how the growing clean energy tax credit market is affecting LIHTC equity prices. Learn what to expect and what you can do to improve your equity.

Tracks:

Chris Hite photo

Speaker: Chris Hite, President, Sugar Creek Capital

Renée Tanguay photo

Speaker: Renée Tanguay, VP, Originations, Stratford Capital Group

Dana Boole photo

Speaker: Dana Boole, President & CEO, CAHEC

Dirk Wallace photo

Moderator: Dirk Wallace, Partner, Novogradac

Mike Jacobs photo

Speaker: Mike Jacobs, Originations, Hunt Capital Partners

12:30 pm - 1:30 pm

Networking Lunch

1:30 pm - 2:30 pm

Debt Insights and Troubleshooting in a Tough Environment

Speakers share insight into what they seek in affordable housing transactions, including how interest rates affect their decisions and how they value 4% and 9% LIHTC properties.

Tracks:

Christopher Eisenzimmer photo

Speaker: Christopher L. Eisenzimmer, President, Blue Ridge Atlantic

Evan Blau photo

Evan Blau, Partner, Cassin & Cassin LLP

Rebecca Arthur photo

Moderator: Rebecca Arthur, Conference Chair & Partner, Novogradac

Suzie Cope photo

Speaker: Suzie Cope, Managing Director, Lument

Jon Killough photo

Speaker: Jon Killough, Executive Vice President, Bellwether Enterprise

2:30 pm - 2:45 pm

Networking Break

2:45 pm - 3:45 pm

Bond Technical Issues

Get instruction from experts on issues that apply specifically to bond-financed affordable housing properties, from broad issues like the 50% financed-by test and 95-5 test to more specific technical issues to make sure you’re in compliance with regulations.

Tracks:

Kent Neumann photo

Speaker: Kent Neumann, Founding Member, Tiber Hudson LLC

Alysse Hollis photo

Speaker: Alysse Hollis, Partner, Coats Rose

Nicolo Pinoli photo

Moderator: Nicolo Pinoli, Partner, Novogradac

Jeanne Marie Coronado photo

Speaker: Jeanne Marie Coronado, Vice President Debt & Structured Finance, Affordable Housing, CBRE

3:45 pm - 4:00 pm

Networking Break

4:00 pm - 5:00 pm

HUD Hot Topics

Learn more about the Green and Resilient Retrofit Program in anticipation of upcoming second wave of application deadlines. Also, hear what’s next from HUD, as well as insight about whether the Rental Assistance Demonstration cap will be lifted, how Congress will address public housing and what’s expected for the new NSPIRE scoring system.

Tracks:

Ray Landry photo

Speaker: Ray Landry, Senior Vice President, Davis-Penn Mortgage Co.

Taylor Hawes photo

Speaker: Taylor Hawes, Of Counsel, Coats Rose

Stephanie Naquin photo

Speaker: Stephanie Naquin, Director of Multifamily Property Compliance, Novogradac

Ethan Handelman photo

Speaker: Ethan Handelman, Keynote Speaker - Deputy Assistant Secretary for the Office of Multifamily Housing Programs, U.S. Department of Housing and Urban Development

Tiffany French photo

Moderator: Tiffany French, Partner, Novogradac

5:00 pm - 6:30 pm

Networking Reception

FRIDAY, SEPTEMBER 29, 2023

8:00 am - 9:00 am

Networking Breakfast

9:00 am - 9:30 am

Keynote Speaker

Sen. Bill Cassidy, R-Louisiana, shares his thoughts on affordable housing and what stakeholders can best do to advocate for the expansion of affordable housing incentives. Cassidy, a co-sponsor of the Affordable Housing Credit Improvement Act of 2023, is a member of the Senate Finance Committee and is the ranking member of the Committee on Health, Education, Labor and Pensions.

Tracks:

Bill Cassidy photo

Speaker: Bill Cassidy, Keynote Speaker - United States Senator, State of Louisiana

Michael Novogradac photo

Speaker: Michael Novogradac, Managing Partner, Novogradac

9:30 am - 10:25 am

Marriage of Clean Energy & Affordable Housing

Provisions in the Inflation Reduction Act of 2022 apply specifically to affordable housing, from providing a bonus credit percentage for solar installations on affordable housing properties to expanded Section 179 deductions. Learn how green energy provisions can make a difference for your development.

Tracks:

Ruth Kelso Sorrell photo

Speaker: Ruth Kelso Sorrell, Counsel, Polsinelli

Todd Nedwick photo

Speaker: Todd Nedwick, Senior Director of Sustainability Policy, National Housing Trust

Peter Lawrence photo

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

10:25 am - 10:30 am

Networking Break

10:30 am - 11:25 am

Gulf Disaster Relief

Following a natural disaster, states and local governments usually see a large influx of federal CDBG-DR proceeds to aid in the rebuilding and restoration of the affected communities. Explore the key provisions of this program, including the application, use of proceeds, leveraging it with other affordable housing programs, timing from announcement to award and other helpful guidance.

Tracks:

Josh Hollins photo

Speaker: Josh Hollins, Executive Director, Louisiana Housing Corporation

Kelly Longwell photo

Speaker: Kelly Longwell, Member, Longwell Riess

Amanda Spain photo

Speaker: Amanda Spain, Shareholder, Baker Donelson

Kathy Laborde photo

Speaker: Kathy Laborde, President & CEO, Gulf Coast Partnership

John Sabatier photo

Moderator: John Sabatier, Managing Director, Stifel

Reserve Your Seat

Join hundreds of tax-exempt bond and low-income housing tax credit (LIHTC) professionals who work towards developing affordable housing. Throughout this two-day conference in the Big Easy, you will have the opportunity to make meaningful professional connections that will help propel your work forward. Get valuable insight and gain a clearer understanding of how to successfully structure LIHTC investments.