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NOW! Finance Track

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Wednesday, 1:45PM - 3:15PM

My Tax Credit Project No Longer Works!
After years of working on a project, you finally receive a 9% LIHTC award! Then you realize that putting the pieces together just may not work out after all. Hear about how construction costs, impact fees and design requirements can destroy your pro forma but how collaboration can save your deal (and the day).

Learning Objectives:

  1. Tax Credit modeling
  2. Public Private Partnership
  3. Collaboration

Speakers: Wendi Birchler, Principal, Norris Design; Kimball Crangle, Colorado Market President, Gorman & Company; Don May, Executive Director, Adams County Housing Authority; Michelle Stephens, Business Operations Coordinator, City of Westminster

Wednesday, 3:45PM - 5PM

The Silver Lining: Affordable Housing Lender’s RoundTable

Learning Objectives:

Speakers: Brian Dale, Managing Director, Citi Community Capital; Jessica Ford, Senior Vice President, FirstBank; Scott Horton, Vice President, Wells Fargo; Ralph Lowen, Senior Vice President, Walker & Dunlop; Olvio Ochoa, Banker, CHASE Bank

Moderator: Laura Clark, Principal, SB Clark Companies

Thursday, 10AM - 11:30AM

LIHTC Equity Investor Outlook
Seasoned investors and syndicators provide their perspective on the equity market and what is in store for the year ahead including the impact of Colorado’s state tax credit. The panel discusses trends in investing and shares ideas on how to structure your deal and finding new ways to raise equity.

Learning Objectives:

  1. Help give perspective on the equity markets moving forward.
  2. Understanding investment trends.
  3. Deal structuring and expectations with an equity raise.

Speakers: Neal Deaton, Senior Vice President, Wells Fargo; K. Nicole Flores, Executive Vice President, R4 Capital; Corine Sheridan, VP, Director of Origination, Boston Capital; Tasha Weaver, Manager, Tax Credits, CHFA; Brian Windley, VP Syndication, Enterprise Community Investment

Moderator: Marshall Phillips, Principal, CohnReznick

Thursday, 1:30PM - 2:45PM

Advanced Bonds and Tax Credits
This workshop will delve into how current bond/4% financed projects are getting done today. Case Studies will emphasize practical application on how bond financing is working for new construction and acq/rehab deals in the current market. Learn about various bond structures and tax credit considerations.

Learning Objectives:

  1. Financing structures popular in today’s environment
  2. Current challenges and opportunities
  3. Resources available to affordable housing developments in CO.

Speakers: Brian Dale, Managing Director, Citi Community Capital; Aaron Krasnow, Investment Manager, RBC Capital Markets; Ron Mehl, Senior Developer, Dominium Development & Acquisitions; Wade Norris, Partner, Eichner, Norris & Neumann; Masouda Omar, Manager, Community Development Lending, CHFA; Marshall Phillips, Principal, CohnReznick

Thursday, 3:15PM - 4:30PM

Financing Green Upgrades with Incentives and No Capital!
Green financing models are evolving quickly. Gain an understanding of various green financing options along with a deep dive into some options such as PACE, that require no upfront capital to make green upgrades. Also learn about government and other incentives that can be leveraged to reduce capital needs.

Learning Objectives:

  1. Understand the PACE application process and project pre-qualification process
  2. Hear how Government incentive programs for green buildings can save you money.
  3. Gain understanding of the complex world of green financing.

Speakers: Paul Kriescher, Principal, Lightly Treading; Michael Levinson, Affordable Housing Director, Group14 Engineering; Ravi Malhotra, President, TBL Fund; Anthea Martin, VP, Walker & Dunlop

Friday, 10AM - 11:30AM

Opening Doors: Affordable Housing Meets Private Capital
Increasingly, we see efforts to connect the dots between meaningful community development projects and the growing “impact investment” movement. Participants in this workshop will explore specific pilot projects working to funnel private capital into our community development efforts. The workshop provides tangible next steps for developers, investors, and advocates alike.

Learning Objectives:

  1. Understand specific mechanisms being piloted to integrate private capital into affordable housing and community-benefit development financing
  2. Engage in facilitated discussion to inform and enhance these pilot efforts
  3. Identify concrete opportunities to participate in the growth and scaling of these efforts

Speakers: Ed Briscoe, Founder and Principal, Weave Finance; Katherine Pease, Principal, KP Advisors; Brad Weinig, TOD Program Director, Enterprise Community Partners; Dace West, Executive Director, Mile High Connects 

Moderator: Megan Devenport, Program Manager, Denver Shared Spaces

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