"Credit Advisors Company"
Eric Darling (European Union). Mr. Mahoney sits on the Board of the Carlisle Tax Credit Advisors Ireland Chamber of Commerce USA, is an active Eric Darling has over 20 years of experience in tax credit fundraiser for Cystic Fibrosis and the Special Olympics of syndication, helping developers, owners, syndicators and investors. MA and is an NCAA Football Referee. He specializes in assembling the elements to successfully use Kathleen Mccabe, AICP federal and state tax credits to rehabilitate historic properties, bring McCabe Enterprises subsidized investment to under-served low income communities, PROGRAM and develop affordable housing and alternative energy projects. For Before starting her own firm, Kathy McCabe was Executive Director of the nationally acclaimed Roslindale Village 10:00 AM Registration & Coffee the past 11 years, Eric was with Ernst & Young’s Tax Credit Main Street organization for over five years. On her Investment Advisory Services Group. In 2006 he founded Carlisle watch, they received the first-ever National Preservation 10:15 AM Welcome Remarks Tax Credit Advisors to bring innovative transaction structuring to his Honor Award from the National Trust for Historic Patrick Cloney, Executive Director clients, and Commonwealth Equity Investments, to provide equity for Preservation. The Rudy Bruner Foundation named projects using the MA Historic Rehabilitation Tax Credit. Most Roslindale Village Main Street as second in their MA Office of Business Development recently, Eric founded the Carlisle Historic Tax Credit Fund, which Excellence in the Urban Environment award. Kathy is an 10:30 AM Panel One invests in historic rehabilitation projects. officer of MEDC and chairs the NAIOP District Historic Tax Credits – Albert Rex Robert Ibanez, New Market Tax Credit Analyst Improvement Financing committee. She is working with CDFI Fund, Dept. of the Treasury several clients on District Improvement Financing, EDIP (TIF & Special Assessments) – Kathy including the first DIF projects in MA, in Worcester and Bob Ibanez is a Financial and Program Analyst with the New McCabe Markets Tax Credit team of the CDFI Fund. Prior to coming to the Quincy, and helped launch many other development Life Science Tax Credits – Jon Mahoney Fund in June 2006, Bob’s work revolved around affordable housing financing tools in MA, including Business Improvement and community economic development as both an independent Districts and Tax Increment Financing, signed into law in 12:15 PM Luncheon consultant and as a manager with Neighborhood Reinvestment, a November 1994. McCabe has an MCP from MIT, a B.U.P national non-profit organization created by Congress to provide from the Univ. of Illinois at Urbana-Champaign, and a 1:15 PM Panel Two: New Market Tax financial support, technical assistance, and training for community- certificate in Administration & Management from Harvard. Credits based revitalization efforts. Albert Rex Bob Ibanez Sarah Lamitie, Vice President Albert Rex is a MA based preservation/real estate Boston Private Bank & Trust Company consultant with 13 years of experience. His clients include Eric Darling for-profit and non-profit developers and organizations and Sarah Lamitie is Community Reinvestment Act Associate and Vice Roy Angel President of Boston Private Bank & Trust Company, a full service municipalities facing complex preservation, permitting and commercial bank with assets of $2.4 billion. She manages the zoning issues. He was one of four authors of the original Sarah Lamitie MA Historic Rehabilitation Tax Credit (MAHRTC) Bank’s community investment portfolio for the CRA department. 3:00 PM Closing The Bank’s CRA programs address the banking needs of legislation, and has been a technical advisor to Historic individuals, businesses, government entities and non-profit Massachusetts. He has represented clients on Federal, organizations in the Greater Greater Boston area. The Bank’s CRA State and local preservation matters from Sec. 106 performance is rated “Outstanding” by the FDIC and the MA Division compliance to Chapter 254 and local landmark EXPERIENCED FACULTY commission review, such as Boston Landmarks of Banks. Ms. Lamitie is Treasurer of the Board of Directors of the & SOLID INFORMATION Hyde Jackson Main Street Program, and she serves on the Board of Commission Accelerated Design Review. Mr. Rex is the Southwest Boston Community Development Corporation. She former Executive Director of the Boston Preservation Roy C. Angel, Vice President Alliance, where he often used historic preservation as an Massachusetts Development Finance Agency co-chairs both the Expanding Opportunities Committee of the Commonwealth Housing Task Force and the Technical Assistance economic development tool. Prior to coming to the Roy Angel is VP & Commercial Loan Officer for Alliance, Mr. Rex was the Program Manager for Historic Committee of the MA Small Business Advisory Council. Prior to MassDevelopment, the State’s largest economic Massachusetts, and Executive Director of Friends of the joining Boston Private Bank, she was Senior Project Manager at the development and finance agency. MassDevelopment Wentworth in New Castle, NH that saved the Wentworth Boston Housing Authority, and helped implement the HOPE VI completed over $1.0 billion in annual financing by the Sea Hotel. grants. Ms. Lamitie spent 7 years at the Boston’s community transactions throughout MA for each of the last 7 development department as a Project Manager for affordable years. Mr. Angel has served in this role since 1998, housing development. providing financing assistance to businesses and Jon Mahoney, Industry Director, Life Sciences To Get There ~ organizations throughout Central MA from the Agency’s Worcester regional office. He represents Massachusetts Office of Business Development WPI Life Sciences Center, 60 Prescott St. MassDevelopment’s direct lending and guaranty Mr. Mahoney is responsible for retention and growth of indigenous From East/North – Exit 18 off I-290 toward Lincoln programs dealing with manufacturers, high tech MA Life Science companies and attracting new Life Science Sq., then right onto Concord St. & right onto Prescott companies, non-profit institutions, real estate projects, companies. His background includes 12 years in private sector community development projects and Brownfields business development roles with Bristol Myers Squibb and Eli Lilly. St. redevelopment. He has extensive background in Most recently he was Director of the U.S./Ireland Biotechnology From the West/South – Exit 17 off I-290 toward Ware/ banking, finance, and economic development. Initiative for the Republic of Ireland. Born and raised in Boston, Mr. Framingham, then left on Rt. 9, right on Lincoln, left projects. Mahoney attended St. Michael’s College, Vermont and holds Dual onto Concord & right on Prescott. citizenship with the USA and the Republic of Ireland PROGRAM REGISTRATION MEDC/NEDA Advanced Seminar TAX CREDITS/OCTOBER 18, 2007 Tax Credits & Incentives Please Check Only One Box* As Appropriate: Thursday, October 18, 2007 Registration Fee Gateway Park Member (NEDA/MEDC/APA) $50.00 60 Prescott Street Non-Member Registration $60.00 Worcester, Massachusetts TOTAL = Name Business Name Mailing Address City/State/Zip Phone Fax Massachusetts E-mail address Economic Register On-Line at www.nedaonline.org/education.asp or Mail, Development Council Fax or E-mail this form with payment to: Northeastern Economic Developers Association 1000 Boston Neck Road Wickford, RI 02852-7109 Phone: 401.295.9215 Fax: 401.295.8821 Email: firstname.lastname@example.org Check or Voucher Visa/MC Amex (attached) Co-sponsored by the Credit Card # Exp. date American Planning Association, Signature Massachusetts Chapter NEDA accepts checks, Visa, MasterCard, and American Express. Government vouchers are accepted, but actual payment is requested prior to the event date. Cancellations may be made for refund, less a $10 administrative charge, through Thursday, October 11, 2007; thereafter, participant substitutions will be permitted but no refund can be offered. *All NEDA memberships are “individual” and not organizational, in order to keep dues costs affordable for all members. Memberships PH: 401.295.9215 may not be shared or transferred within an organization in order to FX: 401.295.8821 obtain the “member rate.” Discounted membership rates are available for organizations which enroll six (6) or more members. www.nedaonline.org