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Affordable Housing Conference TAKE CONFERENCE SURVEY
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Affordable Housing Conference TAKE CONFERENCE SURVEY
The Novogradac Affordable
Housing Conference brought
together the brightest minds
in the industry to discuss
solutions to the most pressing
issues. As tax reform is
expected to bring about
a host of challenges and
exciting opportunities for the
affordable housing industry,
it is imperative for both
newcomers and experienced
practitioners alike to access
expert insight to make
informed decisions and stay
ahead of the curve
Molly O’Dell
Conference Chairwoman
Novogradac & Company LLP
Demographics & DataIndustry Role
Region
Top 5 States
Other AffordableHousing
LendingSyndication
Property/Asset Management
Development
Government/Housing
Law
Accounting
Banking/Investing
60% 13%11%
16%
West Midwest Northeast
South
California47%
Colorado6%
Texas5%
Oregon4%
Missouri4%
22%
21%
16%
12%
8%
7%
6%4% 4%
Other AffordableHousing
LendingSyndication
Property/Asset Management
Development
Government/Housing
Law
Accounting
Banking/Investing
60% 13%11%
16%
West Midwest Northeast
South
California47%
Colorado6%
Texas5%
Oregon4%
Missouri4%
22%
21%
16%
12%
8%
7%
6%4% 4%
Other AffordableHousing
LendingSyndication
Property/Asset Management
Development
Government/Housing
Law
Accounting
Banking/Investing
60% 13%11%
16%
West Midwest Northeast
South
California47%
Colorado6%
Texas5%
Oregon4%
Missouri4%
22%
21%
16%
12%
8%
7%
6%4% 4%
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Affordable Housing Conference TAKE CONFERENCE SURVEY
Networking
The conference luncheon and reception are always a who’s who of affordable housing. Professionals from more than 230 companies gathered to discuss session highlights and share industry solutions with peers, while reconnecting with old colleagues and generating new business.
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Affordable Housing Conference TAKE CONFERENCE SURVEY
EducationThe conference offered an expansive format of cutting-edge education. Guided by more than 50 experts, session topics ranged from financing structures and compliance to Year 15. Live Q&As with panelists created opportunities for in-depth learning and the opportunity to share experiences.
LIHTC 101: The Basics
This workshop provided a step-by-step tutorial to understand the LIHTC program. Experts focused on topics newcomers need to know to thrive, including an overview on tax credit calculations and acq/rehab investments.
LIHTC 202: Year 15 Overview
For the first time, LIHTC 202 was expanded to a full-day workshop. The interactive format offered attendees the opportunity to review their partnership agreements and transaction documents with instructors.
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Affordable Housing Conference TAKE CONFERENCE SURVEY
Conference Agenda At-A-Glance with PresentationsThurs., May 7, 2015
9–9:15 a.m.Welcome and Co-host Introduction
9:15–10:15 a.m.Washington Wire
Download Presentation
10:30 a.m.–NoonDebt and Equity Trends for 2015
Concurrent Session 1: Technical Track
1:30–2:30 p.m. Maximizing the 4 Percent LIHTC
Download Presentation
2:45–3:45 p.m. The Developer-Syndicator Relationship
4–5 p.m. Advanced Tax Issues
Concurrent Session 2: Hot Topics
1:30–2:30 p.m. Evaluating the Market for Property Dispositions Before and After Year 15
Download Presentation
2:45–3:45 p.m. Combining LIHTC and RAD Transactions –Staying Ahead of the Curve
Download Presentation
4–5 p.m. New Funding Sources for LIHTC Properties
Download Presentation
Fri., May 8, 2015
9–9:30 a.m. Keynote Address: Betty Yee, California State Controller
9:30–10:30 a.m. Looking to the Future: What’s in Store for Affordable Housing
10:40–11:30 a.m. Nonprofit LIHTC Case Studies
11:30 a.m.Conference Concludes
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Affordable Housing Conference TAKE CONFERENCE SURVEY
Thank You to Our Co-Hosts and Sponsors
Sponsors
Co-Hosts
S A V E T H E D A T E
www.novoco.com/nolalihtc.php
Oct. 1-2, 2015The Roosevelt New Orleans
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Affordable Housing Conference TAKE WORKSHOP SURVEY
LIHTC 101: The Basics AttendeesRobert Abbott, Novogradac & Company LLPDeborah Arnold, Enterprise Community Investment
Inc.Adam Baczkiewicz, Great Lakes Capital FundMark Barcelon, Barcelon Associates Management
CorporationSean Barcelon, Barcelon Associates Management
CorporationBrian Beczkala, Fairway Management Inc.Andy Block, Crane Construction Company LLCElizabeth Bonacci, Southwest Value PartnersMary Bradshaw, Housing Development CenterMarshall Bratton, Grigg, Ritter & Brash PCLevi Brooker, Oak Grove CapitalAshlyn Brown, CCIMatthew Bruno, U.S. Dept. of HUDRobert Cain, PathStone CorporationBarry Cammer, Barcelon Associates Management
CorporationBecky Cho, Novogradac & Company LLPIris Cho, Novogradac & Company LLPMary Anne Christopher, U.S. BankMelissa Chung, Novogradac & Company LLPKarl Coleman, Southwest Value PartnersWhitney Conkright, Phoenix Development CompanyPaola Corzo, MidPen Housing CorporationBrett Daly, St. Anton CapitalSophia Dela Cruz, Sandy Beach Homes LLCJeremy Densmore, Novogradac & Company LLPAaron Denton, Chelsea Investment CorporationRay DiRusso, Pinellas County Housing AuthorityVickie Ensley, Utah Community Reinvestment Corp.Niki Finelli, Krieg DeVault LLPErica Giessler, Novogradac & Company LLPChristopher Gray, U.S. Dept. of HUDNicole Green, Redwood Housing Partners LLCBetsy Guerzon, Omni Development CorporationMichael Guju, Pinellas County Housing AuthorityKristine Hamblin, St. Anton CapitalMichael Hamburg, Twain Financial PartnersLinda Hartman, Novogradac & Company LLPDavid Head, Global Endowment Management
Samea HelmandiRyan Henderson, Global Endowment ManagementRyan Henderson, Novogradac & Company LLPMathew Holladay, JefferiesKristin Hsu, Novogradac & Company LLPJason Israel, Paragon Mortgage CorporationCarl Johnson, Bristol Housing AuthorityJames Keith, USA Properties Fund Inc.Jordan Krah, Aegon USAAlan Liao, Novogradac & Company LLPGigi Liu, Pacific Life Insurance CompanyHeather Lorenz, Aegon USACary Mack, Southwest Value PartnersKristine Maing, U.S. Dept. of HUDSue McFaddin, Fort Collins Housing AuthorityLeigh Middleton, Great Lakes Capital FundNima Mirzad, Deutsche BankLezly Morales, Chelsea Investment CorporationDaryl Mutton, U.S. Dept. of HUDEddie Naming’Ona, Manna Inc.Kim Nash, U.S. Dept. of HUDAjay Nayar, AOF/Pacific Affordable Housing Corp.Eden Negash, Sacramento Housing & Redevelopment
AgencyCynthia Nelson, Mental Health Center of DenverHuong Nguyen, Housing Authority of the County of
Santa ClaraMichael Nguyen, Novogradac & Company LLPAnne Nicholls, Sacramento Housing &
Redevelopment AgencyBeatrice Nieves, Bristol Housing AuthoritySandy Oakes, Twin Cities Community Land BankMichelle Olson, Phoenix Development CompanySharon Oquendo, Bristol Housing AuthorityDipika Patel, Novogradac & Company LLPChrissy Pope, AEGON USA Realty Advisors LLCDan Rafaniello, Bristol Housing AuthorityKevin Randolph, Gresham Savage Nolan & TildenWilmer Roberts, Strategic Housing Finance
CorporationMark Robinson, Southwest Value PartnersAli Rode, Centennial Mortgage Inc.
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Affordable Housing Conference TAKE WORKSHOP SURVEY
LIHTC 101: The Basics AttendeesAlma Salihovic, Housing Authority of the County of
Santa ClaraMichael Scott, New Mexico Mortgage Finance
AuthorityLaura Sheinbaum, Boulder Housing PartnersMaureen Shilling, Housing Trust Silicon ValleyHelene Simvoulakis, Pahl & McCayWendi Smith, Novogradac & Company LLPGrestin Soemanto, Novogradac & Company LLPAsa Standfeldt, Sacramento Housing And
Redevelopment AgencyBrad Stanhope, Novogradac & Company LLP
Fred Sterhan, Mountain Plains Equity Group (MPEG)
Karen Tsang, Novogradac & Company LLPPatrick Valentino, VLP Law Group LLPJohn Vance, Northwest Real Estate Captial Corp.Sarah Williams, Enterprise Community InvestmentSteven Winslow, Freddie MacEddie Zamora, Rabobank NAMeti Zegeye, U.S. Dept. of HUDEric Zentner, CCIFrank Zhu, Novogradac & Company LLP
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Affordable Housing Conference TAKE WORKSHOP SURVEY
LIHTC 202: Year 15 Overview AttendeesBrandon Aldridge, Northeastern Counseling CenterScott Allen, FOURMIDABLEWillie Anderson, Strategic Housing Finance
CorporationOla Assem, Cleopatra Inc.Rob Barr, SOCAYR Inc.Lisa Becker, LDG Development LLCMaati Benmbarek, Klein Financial CorporationPam Berkowitz, Pam Berkowitz & AssociatesTatiana Blank, ROEM DevelopmentJodi Bogen, Boulder Housing PartnersAlan Bogomilsky, Klein Financial CorporationDuane Brash, Grigg, Ritter & Brash PCBetty Cadag, MidPen Housing CorporationVerna Causby-Smith, EAH HousingJessica Cometa, U.S. BankNicki Cometa, Affirmed HousingJoan Edelman, Wakeland Housing & DevelopmentDebi Edwards, Creason-Edwards & Cimarolli PCJeremy Ehrhart, Boulder Housing PartnersTom Erickson, Highridge Costa Housing PartnersJoe Evers, Senior Housing Assistance GroupHua Fang, MidPen Housing CorporationJack Farris, Wakeland Housing & DevelopmentApolonio (Nono) Flores, Laredo Housing AuthorityAndrew Gendron, Low Inc.ome Housing Corp.William Gendron, Low Inc.ome Housing Corp.Stacey Giles, SOCAYR Inc.Steve Giles, SOCAYR Inc.Jess Giuffre, Northwest Real Estate Captial Corp.Judy Graboyes, East Bay Asian Local Development
Corp. (EBALDC)Mike Greer, Creason-Edwards & Cimarolli PCJonathan Griswold, MidPen Housing CorporationAdam Gutteridge, Chelsea Investment CorporationRocky Hackman, Centennial Mortgage Inc.Norvan Halim, MidPen Housing CorporationLaura Hall, EAH HousingRobert Hall, Northeastern Counseling CenterRoger Heim, Vitus GroupRamona Hieber, MUFG Union Bank NAJenny Ho, Novogradac & Company LLPJenny Ho, MidPen Housing Corporation
John Hodge, Brunswick Housing AuthorityRick Hutchins, Novogradac & Company LLPTonya Johnson, Intrepid Professional GroupMike Kass, VLP Law Group LLPDave Kiddoo, California Housing PartnershipRoger Kinoshita, Jamboree Housing CorporationJim Kroger, Novogradac & Company LLPLarry Kuechler, Armanino LLPBob Lawler, The Reliant Group Inc.Gene Leuwer, GL Development LLCGrace Li, Novogradac & Company LLPLindsay Lindenmayer, Wells FargoKen Litzinger, HASLO - Housing Authority San Luis
ObispoNathan Lopuch, Summit Management Group Inc.Donielle Lugo, Resolution Inc. c/o Encore Residential
LLCSammi Luo, MidPen Housing CorporationMelissa Ly, Novogradac & Company LLPAlan Mar, Armanino LLPGreta Meads, Bernard Robinson & Company, LLPWayne Michael, Novogradac & Company LLPAndrew Mortimer, Fairfield Residential Company
LLCAlex Nguyen, AMCAL Multi-Housing Inc.Elizabeth Orfin, Novogradac & Company LLPJames Ostlund, Sunrise BanksArnold Padilla, McAllen Housing AuthorityPaul Palmer, Catholic Charities of YakimaSoo Zee Park, CHOCCasey Patterson, Bernard Robinson & Company
LLPAlan Peoples, Low Inc.ome Housing Corp.Jeremy Powell, Low Inc.ome Housing Corp.Tim Rafalovich, Wells FargoPriya Ramchandran, USA Properties Fund Inc.Chris Redmon, SOCAYR Inc.Allison Riley, California Housing PartnershipRosalind Ross, Providence Community HousingDrew Sarni, AMCAL Multi-Housing Inc.Bobbi Sawtelle, Northern Valley Catholic Social
ServiceTara Schoennauer, Novogradac & Company LLP
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Affordable Housing Conference TAKE WORKSHOP SURVEY
LIHTC 202: Year 15 Overview AttendeesJessica Schwartz, Novogradac & Company LLPWarren Sebra, Novogradac & Company LLPLaura Sklaver, Susman, Duffy & Segaloff PCKyle Snow, Northeastern Counseling CenterWill Song, Union BankThomas Stagg, Novogradac & Company LLPChris Talerico, Grandbridge Real Estate CapitalAngie Taylor, Novogradac & Company LLPDave Taylor, Kennedy Wilson MultifamilyDavid Taylor, Utah Community Reinvestment Corp.Deanna Thompson, Preservation Partners
Development III
Christie Trahin, Anton Development CompanyKo-djuin Tran, MidPen Housing CorporationMonica Yee Man Tse, MidPen Housing CorporationKaylin Utecht, Housing Authority of the City of
MilwaukeeYu-Ting Wang, Armanino LLPHarlan Wells, Missoula Housing AuthorityKatherine Whipple, The Reliant Group Inc.Sun-Ae Woo, Novogradac & Company LLPAaron Wooler, Century HousingTravis Yates, SOCAYR Inc.Gary Zhang, Novogradac & Company LLP
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Affordable Housing Conference TAKE CONFERENCE SURVEY
Conference AttendeesKent Adcock, Habitat For Humanity of Lake Sumter
FLJon Adkins, Novogradac & Company LLPBrandon Aldridge, Northeastern Counseling CenterScott Allen, FOURMIDABLEStacie Altman, RBC Capital MarketsCynthia Alvarez, Tenderloin Neighborhood
Development CorporationWillie Anderson, Strategic Housing Finance
CorporationAda Arevalo, Avanath Capital ManagementMisti Armstrong, STO/CA Debt Limit Allocation
CommitteeJake Arnold, Fort Collins Housing AuthorityJack Aronson, WNC Community Preservation
PartnersRebecca Arthur, Novogradac & Company LLPOla Assem, Cleopatra Inc.Kyle Attenhofer, MidPen Housing CorporationJeremy Bachrach, Prudential Mortgage Capital
CompanyAdam Baczkiewicz, Great Lakes Capital FundSally Baker Woods, Love FundingFrank Baldasare, Walker & DunlopMark Barcelon, Barcelon Associates Management
CorporationSean Barcelon, Barcelon Associates Management
CorporationBen Barker, California Municipal Finance AuthorityRob Barr, SOCAYR Inc.Dixie Baus, EAH HousingRenee Beaver, Novogradac & Company LLPLisa Becker, LDG Development LLCBrian Beczkala, Fairway Management Inc.Maati Benmbarek, Klein Financial CorporationPam Berkowitz, Pam Berkowitz & AssociatesAlex Bernard, Novogradac & Company LLPMichael Bernier, Ernst & YoungRenee Bissel, EAH HousingBrian Blanchard, First Sterling FinancialPat Blassie, Sterling BankNeil Bo, Pembrook CapitalJodi Bogen, Boulder Housing Partners
Alan Bogomilsky, Klein Financial CorporationElizabeth Bonacci, Southwest Value PartnersMary Bradshaw, Housing Development CenterDuane Brash, Grigg, Ritter & Brash PCMarshall Bratton, Grigg, Ritter & Brash PCJeff Brenner, Impact Community Capital LLCJohn Brocklehurst, Forest City Residential Inc.Levi Brooker, Oak Grove CapitalFaith Bruins, Nixon Peabody LLPBradley Bullock, City Real Estate AdvisorsHector Burgos, TODCO Inc.Orlando Cabrera, Squire Patton Boggs (US) LLPRobert Cain, PathStone CorporationMichael Caliva, Candeur GroupBarry Cammer, Barcelon Associates Management
CorporationChris Campbell, Law FirmEd Campbell, Nixon Peabody LLPKayla Carter, Novogradac & Company LLPLisa Castillo, WNC & Associates Inc.Charlie Castro, Newport Realty AdvisorsVerna Causby-Smith, EAH HousingLisa Cecil, Locey, Cecil & Associates Ltd.Andy Chan, Pacific LifeColleen Chan, Novogradac & Company LLPJennifer Chen, Novogradac & Company LLPCheryl Chorazewitz, C2 Financial LLCMary Anne Christopher, U.S. BankMelissa Chung, Novogradac & Company LLPDoug Clapp, Holland & Knight LLPCraig Cobb, Lawler Wood Housing Partners LLCJohn Cole, Novogradac & Company LLPKarl Coleman, Southwest Value PartnersShara Coletta, Charles SchwabGary Collett, CCIMark Colman, LSA CapitalJessica Cometa, U.S. BankNicki Cometa, Affirmed HousingBrian Confrey, Ernst & YoungNathaniel Cope, Novogradac & Company LLPSarah Couch, Tenderloin Neighborhood Development
CorporationJeff Cuddeback, Wentwood Capital Advisors LP
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Affordable Housing Conference TAKE CONFERENCE SURVEY
Conference AttendeesPaul Cummings, National Affordable Housing TrustMario da Costa, Propp Christensen Caniglia LLPBrett Daly, St. Anton CapitalEthan Daniels, EAH HousingJohn De Clercq, Benodet EnterprisesMarilyn De La Pena, Prairie Fire Development GroupKaty DeFilippo, Freed Maxick CPAs PCMaryann Dennis, The Housing FellowshipJeremy Densmore, Novogradac & Company LLPRachel Denton, Novogradac & Company LLPLiz Diamond, Lancaster Pollard Mortgage Co.Dan Dill, STIFEL | Merchant Capital DivisionTom Dixon, Boston Capital CorporationSteve Domine, Stearns Bank NAErrol Dominguez, EAH HousingJeremiah Drake, Westlake HousingChris Earl, Affirmed HousingJoan Edelman, Wakeland Housing And Development
Corp.Jeremy Ehrhart, Boulder Housing PartnersMat Eland, Pacific Housing Inc.Jacob Engle, Twain Financial PartnersVickie Ensley, Utah Community Reinvestment Corp.Tom Erickson, Highridge Costa Housing PartnersSarah Estilai, PNC Real EstateJoe Evers, Senior Housing Assistance GroupRoy Faerber, Boston Financial Investment
ManagementHua Fang, MidPen Housing CorporationJack Farris, Wakeland Housing And Development
Corp.David Feriancek, Stearns Bank NANiki Finelli, Krieg DeVault LLPAmie Fishman, Non-Profit Housing Association of
Northern California (NPH)Brandon Flannery, Tenderloin Neighborhood
Development CorporationTimothy Flint, Tax Credit Group of Marcus &
MillichapApolonio (Nono) Flores, Flores Residental LCYolanda Flores, McAllen Housing AuthorityJessica Ford, FirstBank
Susan Friedland, Satellite Affordable Housing Associates
Dan Gabay, Cushman & Wakefield Western Inc.Teresa Garcia, Novogradac & Company LLPDavid Gasson, Boston Capital CorporationAndrew Gendron, Low Inc.ome Housing Corp.William Gendron, Low Inc.ome Housing Corp.Bruce Gerhart, Love FundingJustin Gierth, Propp Christensen Caniglia LLPErica Giessler, Novogradac & Company LLPStacey Giles, SOCAYR Inc.Steve Giles, SOCAYR Inc.Vanessa Gittens, AHC Inc.Jess Giuffre, Northwest Real Estate Captial Corp.Jeree Glasser-Hedrick, STO/CA Debt Limit
Allocation CommitteeRichard Goldstein, Nixon Peabody LLPPhilip Gorgone, Hudson Housing Capital LLCKelly Gorman, Novogradac & Company LLPJudy Graboyes, East Bay Asian Local Development
Corp. (EBALDC)Maggie Grady, Sugar Creek CapitalGlenn Graff, Applegate&Thorne-Thomsen PCOwen Gray, Novogradac & Company LLPJeff Green, Redwood Housing Partners LLCRonald Griffith, Century HousingJonathan Griswold, MidPen Housing CorporationBetsy Guerzon, Omni Development CorporationMichael Guju, Pinellas County Housing AuthorityElizabeth Gundlach Neufeld, Housing Authority of
the City of Aurora, Colo.Adam Gutteridge, Chelsea Investment CorporationScott Haber, NDH Capital CorporationRocky Hackman, Centennial Mortgage Inc.Laura Hall, EAH HousingRobert Hall, Northeastern Counseling CenterKristine Hamblin, St. Anton CapitalMichael Hamburg, Twain Financial PartnersRon Van Den Handel, Deutsche BankMatt Harrington, PNC Real EstateLouis Harrison, Belveron Real Estate PartnersLinda Hartman, Novogradac & Company LLPDanielle Hastie, CCI
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Affordable Housing Conference TAKE CONFERENCE SURVEY
Conference AttendeesDavid Head, Global Endowment ManagementRoger Heim, Vitus GroupSamea HelmandiRyan Henderson, Global Endowment ManagementJanice Hetland, Lathrop & Gage LLPChris Hite, Sugar Creek CapitalJenny Ho, Novogradac & Company LLPJenny Ho, MidPen Housing CorporationMinh Hoang, MidPen Housing CorporationCheri Hoffman, Chelsea Investment CorporationMat Holladay, JefferiesTami Holtz, Wentwood Capital Advisors LPDuane Hopkins, Fort Collins Housing AuthorityKevin Horner, Lakeside Capital Advisors LPTracy Howren, Enterprise Bank & TrustKelley Hrabe, Prairie Fire Development GroupMatthew Hummel, Novogradac & Company LLPRick Hutchins, Novogradac & Company LLPJason Israel, Paragon Mortgage CorporationJeff Jerrier, Pembrook CapitalMonica Jimenez, Department of Housing and
Community DevelopmentCarl Johnson, Bristol Housing AuthorityTonya Johnson, Intrepid Professional GroupWelton Jordan, EAH HousingMary Kaiser, California Community Reinvestment
Corp. (CCRC)Jeff Kearns, Walker & DunlopMarv Kelly, Del Norte Neighborhood Development
CorporationJane Kim, Novogradac & Company LLPDonna Kimura, Affordable Housing Finance
MagazineAlex King, Pacific Life Insurance CompanyRoger Kinoshita, Jamboree Housing CorporationNorm Kolpin, CHISPA Inc.Stefanie Kondor, GLI AdvisorsJudy Kong-Cheung, MUFG Union Bank NAJosie Kotsioris, Baker Tilly Virchow Krause LLPJon Krabbenschmidt, Novogradac & Company LLPJordan Krah, Aegon USAMarc Krasner, City SecuritiesJim Kroger, Novogradac & Company LLP
Larry Kuechler, Armanino LLPRand Kuroda, Novogradac & Company LLPJon LaLanne, Preservation Partners Development Ill.
LLCKent Lammers, Great Southern BankAndy Larsen, GLI AdvisorsPeter Lawrence, Novogradac & Company LLPWilliam Leach, 1410 Partners LLCAlvin Lee, Novogradac & Company LLPJaime LeMaire, Novogradac & Company LLPFabio Leonardi, Pillsbury Winthrop Shaw Pittman
LLPGene Leuwer, GL Development LLCGrace Li, Novogradac & Company LLPLindsay Lindenmayer, Wells FargoJoe Litten, CBRE Inc.Ken Litzinger, HASLO - Housing Authority San Luis
ObispoGigi Liu, Pacific Life Insurance CompanyLaura Llanes, Laredo Housing AuthorityMichelle Locey, Locey, Cecil & Associates Ltd.Dan Lopez, Century HousingNathan Lopuch, Summit Management Group Inc.Donielle Lugo, Resolution, Inc. c/o Encore Residential
LLCTom Lungin, CCIJessica Mackenzie, Union BankAndy Madeira, Eden HousingEldridge Magett, Department of Housing and
Community DevelopmentTerri Maher, Locey, Cecil & Associates Ltd.John Mahon, Bayonne Housing AuthorityLucy Mai Tran, Novogradac & Company LLPMichael Mandelbaum, CBRENicole Mansour, FirstBankAlan Mar, Armanino LLPChadrick Martinez, Fort Collins Housing AuthoritySylvia Martinez, Community HousingWorksCathy Mathis, Fort Collins Housing AuthorityJohn D. McAlister, 1410 Partners LLCArthel McDaniel III, Polsinelli PCPatrick “PJ” McDevitt, PNC Real EstateWilliam McDonald, Bossier Housing Corporation Inc.
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Affordable Housing Conference TAKE CONFERENCE SURVEY
Conference AttendeesSue McFaddin, Fort Collins Housing AuthorityShawn McKenna, ProLink SolutionsBrian McMahon, R4 Capital LLCGreta Meads, Bernard Robinson & Company LLPLou Mellman, CCILeigh Middleton, Great Lakes Capital FundPhil Minden, Sterling BankNima Mirzad, Deutsche BankEmily Mitchell, Locey, Cecil & Associates Ltd.Alex Mogharebi, BerkadiaRaoul Moore, Enterprise Community Investment Inc.Michael Morrison, Novogradac & Company LLPAndrew Mortimer, Fairfield Residential Company LLCThomas Morton, Pillsbury Winthrop Shaw Pittman
LLPJordan Moss, Catalyst Housing GroupLisa Mullins, MGL Partners LLCRuth Munday, ICD LLCAjay Nayar, AOF/Golden State Community
Development Corp.Ray Nayar, AOF/Pacific Affordable Housing Corp.Cynthia Nelson, Mental Health Center of DenverJohn Nguyen, Marcus & MillichapPhung Nguyen, East Bay Asian Local Development
CorporationJeff Nishita, Novogradac & Company LLPMichael Novogradac, Novogradac & Company LLPMolly O’Dell, Novogradac & Company LLPMark O’Meara, Novogradac & Company LLPAdam O’Sullivan, Great Southern BankSandy Oakes, Twin Cities Community Land BankTammy Ofek, CAPM FundingElizabeth Orfin, Novogradac & Company LLPJames Ostlund, Sunrise BanksOtto Ozen, BerkadiaArnold Padilla, McAllen Housing AuthorityPaul Palmer, Catholic Charities of YakimaLynn Paquin, California State Controller’s OfficeSoo Zee Park, CHOCJason Patch, Jonathan Rose CompaniesDipika Patel, Novogradac & Company LLPCasey Patterson, Bernard Robinson & Company LLPMichael Pavco, Housing Development Partners
Carolyn Paz, First Republic BankTravis Pearson, CMR Risk & Insurance Services Inc.Jim Peffley, Delaware Community Investment
CorporationAlan Peoples, Low Inc.ome Housing Corp.Bryan Pereboom, Reed Realty AdvisorsChrissy Pope, AEGON USA Realty Advisors LLCCorey Poteet, Sterling BankJeremy Powell, Low Inc.ome Housing Corp.Dan Rafaniello, Bristol Housing AuthorityMark Ragsdale, PNC Real EstateMichael Ramires, The Richman GroupChris Redmon, SOCAYR Inc.Joshua Reiss, Hunt Mortgage GroupOrlando Reyes, MidPen Housing CorporationDoug Rime, Yardi SystemsWilmer Roberts, Strategic Housing Finance
CorporationMark Robinson, Southwest Value PartnersAli Rode, Centennial Mortgage Inc.Kerry Roets, Anton Collins Mitchell LLPStephen Roger, Affordable Housing Preservation
Advisors LLCGreg Rohan, ProLink SolutionsMelissa Rones, Wentwood Capital Advisors LPMarilyn Rose, Monterey County Housing Authority
Development CorporationRosalind Ross, Providence Community HousingJohn Rucker, III, Merchant Capital LLCAlex Ruiz, Novogradac & Company LLPKristin Ryan, Jonathan Rose CompaniesRuss Schmunk, California Department of Housing
and Community DevelopmentStephen Schneider, Norfolk LLCTara Schoennauer, Novogradac & Company LLPSheldon Schreiberg, Esq., Pepper Hamilton LLPTom Schuett, The Schuett Companies Inc.Conference AttendeesRoger Schulz, AEGON USA Realty Advisors LLCJessica Schwartz, Novogradac & Company LLPDina Scianna, Cambridge Trust CompanyMichael Scott, New Mexico Mortgage Finance
Authority
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Affordable Housing Conference TAKE CONFERENCE SURVEY
Conference AttendeesDavid Sebastian, Wentwood Capital Advisors LPWarren Sebra, Novogradac & Company LLPDan Seiler, Propp Christensen Caniglia LLPCharles Seymour, Deutsche BankCourtney Sharp, Spiteri, Narasky, Daley LLPLaura Sheinbaum, Boulder Housing PartnersMark Shelburne, Novogradac & Company LLPHumphrey Shin, FirstBankRick Siebert, Thomas Safran & AssociatesMichelle Silver, Silver Consulting Services LLCAnne Simpson, AEGON USA RealtyKatie Simpson, Novogradac & Company LLPGrant Sisler, Belveron Real Estate PartnersLaura Sklaver, Susman, Duffy & Segaloff PCLydia Slocum, Housing Development CenterBarbara B. Smith, Key BankDena Smith, Pacific Retirement ServicesLance Smith, Novogradac & Company LLPKyle Snow, Northeastern Counseling CenterDon Snyder, Red Stone Equity PartnersGianna Solari, Solari Enterprises Inc.Robert Somers II, 2rw Consultants Inc.Jake Spellmeyer, Reed Realty AdvisorsThomas Stagg, Novogradac & Company LLPBrad Stanhope, Novogradac & Company LLPBentley Stanton, Novogradac & Company LLPMatt Steinle, EAH Inc.Thomas Stephens, Esq., DentonsFred Sterhan, Mountain Plains Equity Group
(MPEG)Melissa Stirdivant, Housing Authority of the City of
AuroraMark Stivers, California Tax Credit Allocation
Committee (TCAC)Jeffrey Stuart, BerkadiaJeffrey Stuart, BerkadiaBrian Suess, Highridge Costa Housing PartnersJeff Sussman, Highridge Costa Housing PartnersMonica Sussman, Nixon Peabody LLPLindsey Sutton, Novogradac & Company LLPMark Sween, Dominium Development & Acquisition
LLCCatherine Talbot, Candeur Group
Chris Talerico, Grandbridge Real Estate CapitalKenji Tamaoki, Prudential Mortgage Capital
CompanyAngie Taylor, Novogradac & Company LLPDave Taylor, Kennedy Wilson MultifamilyDavid Taylor, Twain Financial PartnersDavid Taylor, Utah Community Reinvestment Corp.Eric Taylor, BerkadiaRonne Thielen, R4 Capital LLCKaren Thigpen, Travis County Housing Finance CorpDeanna Thompson, Preservation Partners
Development IIILaurence Tisdale, C2 Financial LLCAndréa C. Townsend, Squire Patton Boggs (U.S.) LLPLiz Tracey, MET ConsultantsStephen Tracy, Novogradac & Company LLPCharles Treatch, Preservation Partners Development
III LLCBill Truax, Community Development Inc.Julie Tyler, PNC Real EstateKaylin Utecht, Housing Auhority of the City of
MilwaukeeJames Vanar, Love FundingJohn Vance, Northwest Real Estate Captial Corp.Thomas Vandiver, DentonsPhillip Vaughn, Vaughn Development GroupTony Verdon, Belveron Real Estate PartnersKathryn Walker, AOF/Pacific Affordable Housing
Corp.Lauren Wasserman, The Access GroupBrad Weinberg, Novogradac & Company LLPAron Weisner, Enterprise Community Investment Inc.Jeff Weiss, Hunt Capital Partners LLCRick Weissman, ProLink SolutionsMelanie Wenk, WNC & Associates Inc.Erik Wenstone, CMR Risk & Insurance Services Inc.Marina Wiant, California Housing Consortium/CHC
InstituteDarnell Williams, MidPen Housing CorporationSean Williams, Wentwood Capital Advisors LPCody Wilson, Stifel, Nicolaus & Company Inc.Dan Wilson, Atlantic Pacific CommunitiesBryant Winslow, Sand Creek Investors LLC
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Affordable Housing Conference TAKE CONFERENCE SURVEY
Conference AttendeesMark Wolf, California Bank & TrustSun-Ae Woo, Novogradac & Company LLPSun-Min Woo, Novogradac & Company LLPAaron Wooler, Century HousingAlice Wu, Novogradac & Company LLPMiao Xue, Novogradac & Company LLPDavid Yarden, AMCAL Multi-Housing Inc.
Travis Yates, SOCAYR Inc.Phillip Yim, Novogradac & Company LLPJennifer Young, Novogradac & Company LLPMeti Zegeye, U.S. Dept. of HUDJ.J. Zhao, BNP Paribas Capstar PartnersAndrew Zimmerman, Impact Community Capital
LLC
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Affordable Housing Conference TAKE CONFERENCE SURVEY
LIHTC Services Unparalleled leadership in navigating the tax, accounting, valuation and other issues related to financing, developing and operating low-income housing tax credit properties.
Meet Novogradac & Company LLP’s LIHTC Team Leaders
Transaction/Tax ConsultingFinancial forecasts and analysis of ROIArbitrage calculationsQualified contract calculationsTax capital basis analysesQuarterly tax estimatesBRAC consulting Cost segregation analysis
Investor Services and ConsultingFinancial forecasts and analysis of return on investmentCapital adjuster calculationsBreak-even calculationsProperty compliance reports Forensic accountingDue diligence reviews704(b) capital account analysisValuation and appraisalMarket analysisPortfolio performance and analysis
Accounting ServicesAnnual audits of financial statementsAnnual tax return preparation10%, 30% and 50% test reportsGood cost/bad cost analysesTenant file testingFinal cost and eligible basis certificationsLIHTC applicationsPlaced in service packages Debt service coverage ratio analysesDeveloper experience reportsGeneral partner experience reportsLoan staff engagementsValuation consultingLitigation support and expert witness testimoniesSolar panel basis certificationsTCAP construction draws reports
JIM MCGOWANBoston, Mass. 617.330.1920
BENTLEY STANTONAtlanta, Ga.
DAVID CONWAYDover, Ohio
MICHAEL NOVOGRADACSan Francisco, Calif.
BLAIR KINCERWashington, D.C. 240.235.1701
BILL LETSINGERLong Beach, Calif.
562.432.9482 [email protected]
RENEE BEAVERCleveland, Ohio 216.298.9000
GEORGE LITTLEJOHNAustin, Texas
512.340.0420 [email protected]
