NOW! Finance Track

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Wednesday, 1:45PM – 3:00PM

 

Year 15 is Coming

Year 15 on your affordable housing project is coming.  You've looked at the partnership agreement and don't have a clue what to do.  This panel will help explore your options.

 

Learning Objectives-

·         How to prepare for Year 15.

·         Learn first steps about approaching Year 15.

·         Find out when the Year 15 planning should start.

 

Speakers: Amy Broadwater, Partner, RubinBrown, LLP; Bill Callison, Partner, Faegre Baker Daniels; Ron Mehl, VP, Dominium

 

Wednesday, 3:30PM – 4:30PM

 

They’re Back! 4% Bond Transactions

Join experienced professionals in discussing the growing market for 4% LIHTC bond transactions. A panel of industry leaders including developers, lenders, and investors will discuss the current nationwide and Colorado markets for 4% LIHTC bond transactions. Also, hear about technical tax issues specific to this financing.

 

 Learning Objectives -

Learn about the 4% LIHTC bond market.
Find out how to put together a successful 4% LIHTC bond transaction.
Gain an understanding about tax issues that affect 4% LIHTC bond projects.

Speakers: Aaron Krasnow, Investment Manager, VP, RBC Capital Markets; Darcy McClure, Project Manager, Housing Catalyst; Jeff Nishita, Partner, Novogradac & Company LLP; Michael Thomas, VP Multifamily & Healthcare, Gershman Mortgage

 

 

Thursday,

9:45AM – 10:30AM and 10:45AM – 11:30AM

 

Maximizing Funding with Combined LIHTC

Adding 4% LIHTC to a deal can allow 9% LIHTC resources to go further.  The panel will discuss ways to structure a deal to maximize equity and permanent debt in combined deals, as well as how to address lender, investor, and legal concerns.

 

Learning Objectives-

·         How to allocate basis and maximize funding.

·         How to address lender and investor concerns unique to combined 4% and 9%.

·         Learn about what legal structures need to integrate funding.

 

Speakers: Andrea Davis, Senior Development Consultant, Sage Peak Solutions, LLC; Tim Hoppin, Director, Hunt Mortgage Group; Raoul Moore, Regional VP, Enterprise Community Investment, Inc.; Jon Peterson, Winthrop & Weinstine


Thursday, 1:30PM – 2:45PM

 

Opportunity Zones: A New Tool

Learn about the new Opportunity Zone law that provides tax incentives. The Opportunity Zone Act allows investors to defer (up to nine years) paying tax on gains if those gains are invested in Qualified Opportunity Funds that in turn invest in economically distressed communities designated by the governor.

 

Learning Objectives -

·         Find out the benefits of the Opportunity Zone Act from different perspectives.

·         Hear the requirements of the opportunity zones.

·         Understand the requirements of the opportunity funds.

 

Speakers: Bill Callison, Partner, Faegre Baker Daniels LLP; Stephanie Joy, Lending Director,  Mercy Loan Fund; Michael Morrison, Partner, Novogradac & Company LLP; An Equity Provider

 

 

 

Thursday, 3:15PM – 4:30PM

 

Private Equity Capital, Non-Profits & Housing Authorities

Learn the ins-and-outs of working with private equity capital.  Find out how it can be used to preserve and grow affordable housing stock.    Attendees will leave with a knowledge of looking at affordable housing through a non-LIHTC lens. 

 

Learning Objectives -

·       How does private capital work and how it can be applied to affordable housing.

·     Hear examples of how private equity capital has been used by non-profits and housing authorities.

·       Learn about using private equity capital as another source of preservation.

 

Speakers: Chris Baca, President and CEO, Yes Housing, Inc.; Brian Dowling, Chief Investment

Officer, The Community Development Trust; Pat Sheridan, EVP Housing, Volunteers of America; Dick Taft, Executive Director, Rocky Mountain Communities

 

 

Friday, 8:30AM – 9:30AM

 

The Role of CDFIs in Colorado

This panel will include an overview of the work of CDFIs in Colorado to support housing and community development.  We will detail the different financing options that are available to housing organizations and how CDFIs can be a valuable tool to make housing developments work.

 

Learning Objectives -

·         Be taught what CDFIs are.

·         Learn how CDFIs can be used for housing.

·         Hear about lessons from past successful transactions.

 

Speakers: Josh Griff, Senior Loan Officer, Enterprise Community Loan Fund; Adam Kopp, Senior Loan Officer, Mercy Loan Fund; Mark

Marshall, Real Estate Director, Urban Land Conservancy; Joe Rowan, Director of Programs and Development, Mile High Community Loan Fund 


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