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Pre-Conference Symposium On Tax Exempt Bonds Agenda

Tax-exempt bonds are increasingly driving affordable production across the country delivering new units and preserving existing affordable housing. As bond developers navigate new challenges including rising interest rates, private activity bond volume cap constraints and rising costs, it is critical to stay abreast of the latest market developments, financial structures and innovative strategies impacting bond financing.  Join NH&RA for our Fifth Symposium on Tax Exempt Bonds on February 23 and gain insight into which financial executions drive the most proceeds and flexibility in today’s marketplace and how they can be coupled with emerging public policy strategies to maximize private activity bond resources.  This case study and transactional finance driven day will explore how developers are expanding production into previously unreachable markets.

All times are listed in Eastern Time (ET).

Show Full Agenda

Wednesday, February 23

Time Description
9:00am

Welcome & Introductions

9:15am

Policy & Practice: PAB Volume Cap Overview & Management Strategies

Speakers: 

  • Jill Cromartie, Georgia Department of Community Affairs
  • Khayree Duckett, Dominium Development & Acquisitions
  • Mark Shelburne, Novogradac Consulting
  • Kaitlyn Snyder, NH&RA MODERATOR
10:15am

Networking Break

10:45am

Deal Structures Part 1: Freddie Mac and Private Placement Executions

Speakers: 

  • Dan Bronfman, Pacific Western Bank
  • Dan Duda, Churchill Stateside Group
  • Alysse Hollis, Coats Rose MODERATOR 
  • Barry Krinsky, Citi Community Capital
  • Tyler Probst, Lument
12:00pm

Networking Luncheon [Sponsored by Vitus]

Sponsored by:

Vitus

1:00pm

Deal Structures Part 2: Fannie Mae, FHA & HFA Risk Share Executions

Speakers:

  • Tim Leonhard, Berkadia
  • Kent Neumann, Tiber Hudson LLC MODERATOR
2:00pm

Networking Break

2:30pm

High Yield Tax Exempt Issues for Workforce Housing: 501(c)3 and Essential Function Bonds

Speakers:

  • Greg Goldberg, RBC Capital Markets,
  • R. Wade Norris, Norris George & Ostrow PLLC MODERATOR
  • Jeff Philp, Orrick
  • Alex Zaman, Citigroup Global Markets Inc.
3:30pm

Networking Break

4:00pm

Financing & Policy Strategies for Mixed-Income and Mixed-Use Bond Transactions

Speakers:

  • Rodger Brown, Preservation of Affordable Housing
  • Jim Spound, R4 Capital Funding LLC MODERATOR
5:00pm

Conclusion of Symposium

6:30pm

Board of Directors Dinner (Directors & Spouses Only)

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