Conference Agenda Monday_ October 29 - National Housing

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					                                                Conference Agenda
                                                Monday, October 29

9:00 am    Registration Opens

10:00 am   Non-Profit Developers Meeting (NEW!)
           This working group meeting will convene innovative non-profit affordable housing development companies from
           around the country to discuss innovative approaches to expanding their operations, reduce costs and deliver services.
           This will include a special presentation on opportunities for Non-Profits to acquire or merge with other non-profits to
           expand portfolio's and service areas. Other discussion topics will include identifying new sources of development
           and operational financing and innovative approaches to reduce organizational overhead. Participation in this
           session is limited to Non-Profit Developers Only. Space is limited so advance registration is required.

           Sal Bosco, Urban Edge, Roxbury, MA
           Andrew DeFranza, Harbor Light Community Parnters, Beverly, MA
           Kurt James, Rackemann, Sawyer & Brewster, Boston, MA

11:30 am   Developers Council Luncheon
           NH&RA's Developers Council is a peer-to-peer network of developers that discusses topics of mutual interest, focusing
           on development, finance, construction, and business management issues. This Developers Only session provides a
           unique forum to share ideas and strategies with your fellow developers. Advanced RSVP is required and there is a
           $100 registration fee to attend. If you are interested in learning more about this committee please contact Thom
           Amdur at or 202-939-1753 for details. Developers Only; Additional Fees Apply. Space is
           limited so advance registration is required.

1:00 pm    Welcome & Introductions

1:30 pm    NH&RA's Developers Council Presents: Innovative Approaches to Affordable Housing Finance
           As we enter a period of increased fiscal austerity and decreased federal dollars for affordable housing, developers
           must reassess their development strategies to find ways to do more with less. This panel convenes leading developers
           to explore effective strategies to fill financing gaps, constrain development costs and boost project cash flow.

           Bev Bates, The Community Builders, Boston, MA
           Mark Sween, Dominium, Plymouth, MN
           Matthew W. Mittelstadt, EA Fish Development, Braintree, MA
           Debra Koehler, Sage Partners, Tampa, FL

     October 18, 2012
2:45 pm   Keynote Address: The Honorable Aaron Gornstein
          Governor Deval Patrick appointed Aaron Gornstein to serve as the Undersecretary for Housing and Community
          Development in December 2011, and he started his new position on January 31, 2012. Mr. Gornstein oversees the
          Department of Housing and Community Development, which administers nearly $1 billion in state and federal funds
          for a variety of programs for affordable housing production, community development, municipal assistance, local and
          regional planning, energy conservation, rental assistance, public housing, and others. He also serves as the chief
          housing policy advisor to the Secretary of Housing and Economic Development and to the Governor, and serves as
          Chairman of the Community Economic Development Assistance Corporation, which provides technical and financial
          assistance to non-profit developers of affordable housing.

          Mr. Gornstein is a past-recipient of NH&RA's Affordable Housing Vision Award and has received nearly 20 local and
          national awards and fellowships for his work in advancing affordable housing and community development initiatives
          and has served on numerous local and national advisory boards and commissions.

3:30 pm   Federal Housing Policy Update
          This panel will explore key legislative and policy developments in the works in Congress as well as at HUD, FHFA, IRS
          and other agencies. Days before the election, get our handicap on how congressional and presidential election results
          are likely to impact affordable housing, multifamily and tax credit development.

          Peter Bell, NH&RA, Washington, DC
          Michael Berman, Walker & Dunlop, Needham, MA
          Patrick Costigan, U.S. Department of Housing and Urban Development, Washington, DC
          David Gasson, Boston Capital / Housing Advisory Group, Boston, MA
          Forrest Milder, Nixon Peabody LLP, Boston, MA

4:45 pm   Tax Credit Equity Roundtable
          A mainstay of every NH&RA meeting, get the latest updates on the tax credit equity market from leading syndicators
          and investors. Learn about current pricing, terms, trends and how the current economic and policy climate may
          impact tax credit equity.

          Ben Applegate, Applegate & Thorne-Thomsen, Chicago, IL
          Bernie Husser, The Richman Group Affordable Housing Corporation, Boston, MA
          Kim McLaughlin, Bank of America Merrill Lynch, Boston, MA
          Darrick Metz, WNC & Associates, St. Paul, MN
          Ryan Sfreddo, Redstone Equity Partners, Cleveland, OH
          Greg Voyentzie, Boston Financial Investment Management, Boston, MA

6:00 pm   2012 Affordable Housing Vision Awards Reception
          National Housing & Rehabilitation Association instituted its Annual Vision Awards in 2004 to honor affordable
          housing and community development leaders for their invaluable contributions and years of dedications to providing
          affordable apartments to American families. Our awardees have continually exhibited great foresight and incredible
          perseverance in addressing affordable housing matters.
          NH&RA is pleased to present our 2012 Vision Awards to:

                  Jim Keefe and Patrick Lee, Founding Partners of Trinity Financial, Inc.
                  Patrick Clancy, Former President & CEO of the Community Builders, Inc.

          Clancy, Keefe and Lee will be honored at a special awards reception on October 29, 2012 at the Boston College Club in
          Boston, Mass. The event will take place in conjunction with NH&RA's 2012 Fall Developers Forum (October 29-30) and
          attendance is included in the event's registration fee. A limited number of reception-only tickets will also be
          available for purchase.
          Click here for more information about NH&RA's Vision Awards

     October 18, 2012
                                                     Tuesday, October 30

   8:00 am      Registration Opens

                                              Innovative Approaches to Preservation
Affordable housing preservation is a constantly evolving niche. This track will explore recent developments in the preservation of the
                                      HUD-assisted portfolio through leading edge case-studies.

   9:00 am      Case Study: Navigating Year 15 & HUD Preservation Issues
                The Danube Apartments, a four building 65 unit Section 8 property located in Roxbury and Mattapan
                (Massachusetts), featured a large flexible subsidy loan obligation to HUD. The partnership made final payment on its
                first mortgage in 2010 but needed a significant recapitalization and rehabilitation. This panel will explore how the
                development team addressed a number of timely preservation issues through a structure featuring tax-exempt
                bonds, 4% LIHTC, state and federal historic tax credits and an extension of the HUD Flexible Subsidy Note. Additional
                highlights include:
                         Year 15 LIHTC eligibility issues
                         Historic tax credit eligibility issues
                         Tax exempt bond issues including the 95/5 and 50% tests
                         Maximizing equity in transaction featuring federal and state credits
                         Cancellation of debt income
                         Utilizing a cash-collateralized tax-exempt / taxable bond structure
                         Renegotiating and extending a flex sub loan and Section 8 contract
                         Resetting Section 8 rents & appraisal issues
                         ...and more

                Martha Abrams Bell, The Abrams Management Company, Inc., Boston, MA
                David Abromowitz, Goulston & Storrs, Boston, MA
                John Mackey, CohnReznick, Boston, MA, Moderator
                Nick Ratti, CohnReznick, Boston, MA
                Albert Rex, MacRostie Historic Advisors, Boston, MA

  10:15 am      Case Study: Preserving Multiple Year 15 Properties in a Single Bond Transaction
                After several years of stagnation bond preservation transactions are back in vogue in a big way. Learn how developer
                Dalcor Companies is structuring an innovative $90 million private-placement bond portfolio transaction that will
                preserve 1400+ units in six properties.

                Don Bernards, Baker Tilly Virchow Krause, LLP, Madison, WI
                Dale Dodson, Dalcor Companies, Plano, TX
                Nicole Flores, City Real Estate Advisors, Austin, TX
                John Rucker, Merchant Capital LLC, Montgomery, AL
                James Spound, Red Stone Partners, New York, NY

                      Think Green: Effective Planning and Implementation of Energy Efficiency Measures
 Now more than ever affordable housing professionals are adopting energy efficiency measures in their portfolios. While there is a
 general acceptance that "green is good" it remains a challenging priority to implement effectively. This track will provide practical
    insight on how best to plan, implement and operate an energy efficient property to minimize costs and maximize savings.

         October 18, 2012
11:00 am   Planning Your Retrofit: Integrating Energy and Capital Planning For Multifamily Properties
           Today, thoroughly evaluating the energy performance of real estate assets and developing and executing a long term
           plan to maximize value is critical to maintaining profitability. This session will provide an overview on how to develop
           a strategic energy management plan. Panelists will cover how to take stock of current energy performance, how to
           identify the most cost effective improvements, and how continually evaluate the performance of your buildings.
           Merging the findings of an energy study with a capital needs study and budgeting will also be discussed.

           William Andrews, Illumination America, Boca Raton, FL
           Michael Ferguson, Peabody Properties, Inc., Boston, MA
           Tom Nutt-Powell, Capital Needs Unlimited, Brookline, MA,
           Sergio Siani, Norian/Siani Engineering, Waltham, MA
           Benjamin Todd, Strategic Energy Group, Portland, ME

12:30 pm   J. Timothy Anderson Awards for Excellence in Historic Rehabilitation

           Additional Fees Apply. Click here for more information about NH&RA's "Timmy" Awards

2:30 pm    CEFAH Presents Post Rehab: Implementing an Effective Operation & Management Plan for Energy Efficient
           Congratulations! You have just made a major investment energy efficient technology. Now that you have a "rocket
           science" property how do you institutional the operational knowledge across your staff to insure the property
           operates at lowest energy and operations costs? There is a learning curve for your staff, contractors and residents
           with the adoption of any new technology and failing to address education, operation, management and
           documentation of your new system up front can result in poor energy performance, resident complaints and even
           failure of the technology.

           Darien Crimmin, WinnDevelopment, Boston, MA
           Matthew Holden, Sparhawk Group, Yarmouth, ME
           Rich Pierce, Housing Management Resources., North Peabody, MA
           Kim Vermeer, Urban Habitat Initiatives, Boston, MA, Moderator
           Kyle Wolff, Stratford Capital Group, Peabody, MA

3:30 pm    Council for Energy Friendly Affordable Housing (CEFAH) Meeting

4:00 pm    Historic Preservation Development Council (HPDC) Meeting

     October 18, 2012

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