NOVEMBER 12–14, 2018 // HYATT REGENCY | CHICAGO, IL

NEW GOALS, SOLUTIONS, & CONNECTIONS IN AFFORDABLE HOUSING

PROGRAM GUIDE

SPONSORED BY

CONFERENCE INFORMATION

FHA MAP

Fannie Mae DUS®

Freddie Mac Small Balance

Balance Sheet Direct Lending

Bond Financing*

USDA Section 538

We collaborate with every client, colorfully weaving together industry expertise,

creative solutions, and an entrepreneurial approach to best fit your needs and

empower you to do what you do best.

*Services provided by Red Capital Markets, LLC (Member FINRA/SIPC) and its registered representatives. DUS® is a registered trademark of Fannie Mae.

Creative solutions, tailored to fit your financial needs.

redcapitalgroup.com

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WELCOME TO AHF LIVE!

Welcome to the 2018 AHF Live: The Affordable Housing Developers Summit. Thank you for joining the more than 1,100 top developers, housing officials, finance leaders, and expert service providers from around the country at this year’s conference.

It’s been another busy year filled with so many challenges and some new opportunities. The next three days will provide you with up-to-the-minute news and the latest strategies for developing and operating affordable housing.

The conference officially kicks off at 2 p.m. Monday with the must-attend State of the Industry Power Panel. This executive-level discussion will provide candid insight on the industry’s hot-button issues as well as offer an outlook for 2019. It also lays the groundwork for many of the sessions that will follow.

On Tuesday, we’ll welcome our keynote speakers, including Sen. Todd Young (R-Ind.), who will discuss the latest housing legislation, which includes his bill to create a task force that will examine the affordable housing crisis and its impact. Eugene Jones Jr., CEO of the Chicago Housing Authority, will also offer a look at what his agency is doing and introduce a former resident who is an affordable housing success story.

The rest of the day is filled with a diverse selection of important and timely sessions led by the industry’s most experienced and innovative developers and industry leaders. A highlight will be the Capitol Hill Update at 3:15 p.m., which will offer a first look at Congress following the mid-term elections.

In addition to being a place to learn and to work on deals, I hope AHF Live is an opportunity to recharge your batteries. There will be new ideas and new solutions to inspire you. There will also be valuable time to reconnect with your colleagues as well as make new contacts. Be sure to take advantage of the many networking opportunities and tour the Exhibit Hall. I also encourage you to join your colleagues at the Affordable Housing Finance Awards Ceremony at 4:30 p.m. Tuesday when we induct four inspiring housing champions into the Hall of Fame, recognize six Young Leaders who are making significant contributions to affordable housing, and celebrate trailblazing developments built in the past two years.

On Wednesday, we’ll have several more sessions aimed at helping you develop and operate affordable housing as well as strengthen your overall business in these changing times. Back by popular demand are Developers’ Best Practices and What’s Next at HUD along with a new session on The Next Generation: Shaping the Future of the Industry. To close the conference, a panel of top low-income housing tax credit investors and syndicators will provide you with the latest information to navigate the housing tax credit market. Don’t miss the Tax Credit Equity Outlook Power Panel.

At all our sessions, we encourage audience participation, so if you have questions, ask the speakers and interact with your colleagues. We want you to get the most out of the conference. Also, be sure to fill out an evaluation form through the conference app and introduce yourself to the AHF team. We’d love to hear from you.

Again, thank you again for joining us. Enjoy the conference.

Donna Kimura Deputy Editor

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CONFERENCE INFORMATION

DRESS CODEBusiness casual attire is acceptable for all conference activities

REGISTRATION LOCATION & HOURSConference Registration is located in the Grand Ballroom foyer on the ballroom level of the East Tower

SPONSORED BY:

REGISTRATION HOURSMonday, Nov. 12: 7:00 AM–7:00 PM Tuesday, Nov. 13: 7:45 AM–7:00 PM

CONFERENCE BADGE/LANYARD

SPONSORED BY:

HOTEL KEY CARD

SPONSORED BY:

WIFI INFONetwork: Hyatt Conference Wifi: AHF2018

SPONSORED BY:

HOTEL INFORMATIONHyatt Regency Chicago151 East Wacker Drive, Chicago, IL 60601

T: +1 312.565.1234 F: +1 312.239.4541

chicagoregency.hyatt.com

BUSINESS CENTERHours of Operation:Monday–Friday: 6:00 AM–7:00 PM Saturday & Sunday: 7:00 AM–6:00 PM

T: 312.565.1234 x4410

CONFERENCE MAP

UNLOCKING THE POWER: NEW GOALS, SOLUTIONS, & CONNECTIONS IN AFFORDABLE HOUSING The industry is in the midst of major changes following new legislation, market disruptions, and a growing need for affordable housing. In these times, developers need to stay ahead of the curve with cutting-edge solutions.

AHF Live: The 2018 Affordable Housing Developers Summit will be your insider’s guide to the latest news from Washington, D.C., financing strategies, innovative case studies, and networking opportunities to help you and your company thrive in these changing times and unlock the power of affordable housing.

Attendance for AHF Live is reserved exclusively for those who are primarily owners and developers of affordable housing, plus state and local housing finance agency representatives and nonprofit organizations focused on the business of affordable housing.

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WELCOME TO AHF LIVE!CBRE

AFFORDABLE HOUSING

INVESTMENT SALES | LENDING | INVESTMENT BANKING

At CBRE Affordable Housing, we provide knowledge and advice that enhances decision making, and a team that provides transaction execution confidence. Insight from three vertically integrated service lines and a transaction track record from the most experienced team in the industry, allow us to leverage real-time buyer, seller, and capital intelligence to provide you with industry-leading advice and results. How can we help transform your real estate into real advantage?

+1 206 826 5800 | cbre.us/affordablehousing

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EXHIBITORS AT–A–GLANCE

EXHIBIT HALL FLOOR PLAN

Booth # Company Name

317 RealPage, Inc

320 JLL Capital Markets

321 Baker Tilly

400 KeyBank

405 Plante Moran

406 TCAM

407 Boston Capital

408 CohnReznick LLP

409 Churchill Stateside Group, LLC

410 Red Stone Equity Partners

411 United Risk Management, Inc.

412 Affordable Housing Group

413 JP Morgan Chase Bank, NA

414 Highland Commercial Mortgage

415 Propp Christensen Caniglia LLP

416 Dominion Due Diligence Group (D3G)

417 Aegon

420 Yardi Systems

421 National Development Council

422 Merchants Capital

EXHIBITORS AT-A-GLANCE

Booth # Company Name

100 Hunt Companies

101 Portfolio Resident Services

105 Walker & Dunlop

107 Monarch Private Capital

109 National Equity Fund

111 Tidwell Group

113 PNC Financial

115 Alliant Capital, Ltd

117 Ion Energy Solutions

120 Rockport Mortgage

121 RDL Architects, Inc

200 Dauby O'Connor & Zaleski, LLC

201 Eide Bailly LLP

204 Red Capital Group

205 Enterprise -Bellwether

206 SunTrust Community Capital

207 Kinetic Valuation Group

208 CREA LLC

209 Friedman LLP

210 WNC & Associates

211 Newmark Frank Knight

Booth # Company Name

212 Raymond James Tax Credit Funds, Inc

213 Applegate & Thorne-Thomsen, PC

214 Gill Group

215 Barings

216 BMO Harris Bank

217 PGIM Real Estate Finance

220 Boston Financial Investment Management

221 Cogency Global Inc

301 Hooker DeJong, Inc

305 R4 Capital LLC

306 MRI Software

307 Capital One Commercial Banking

308 Affordable Housing Advisors

309 Red Stone

310 AEI Consultants

311 Coats Rose, PC

312 Rubin Brown, LLC

313 Bright Power, Inc.

314 Cinnaire

315 McShane Construction Company

316 Love Funding

EXHIBITORS

EXHIBIT HALL HOURS

MONDAY, NOV. 121:00–1:45 PM | Welcome Refreshments 3:30–4:00 PM | Coffee Break 5:30–7:00 PM | Welcome Reception

TUESDAY, NOV. 137:45–8:30 AM | Continental Breakfast 9:45–10:30 AM | Coffee Break 11:45 AM–1:15 PM | Lunch 2:30–3:15 PM | Coffee Break 5:30–7:00 PM | Awards Reception

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SPONSORSAT-A-GLANCE

PLATINUM SPONSORS

GOLD SPONSORS

SILVER SPONSORS

BRONZE SPONSORS

CORPORATE SPONSORS

LIHTC Advisors

AFF

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RDABLE HOUSIN

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R E D I T C O ALI

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SCHEDULE AT-A-GLANCE

MONDAY, NOV. 128:00 AM–7:00 PM Registration

8:30 AM–12:00 PMPRE-CONFERENCE WORKSHOPS

Tax Credit and Tax– Exempt Bond Boot Camp

Intro to Asset Management

12:00–1:30 PMWomen in Affordable Housing Luncheon and Networking

1:00–1:45 PMWelcome Refreshments

2:00–3:30 PMState of the Industry Power Panel

3:30–4:00 PMCoffee Break

4:00–5:30 PMCONCURRENT SESSIONS

Creating a Successful Mixed-Income Development

LIHTC Allocations: What’s Ahead in 2019

Acquisition Challenges and Opportunities

5:30–7:00 PMWelcome Reception

TUESDAY, NOV. 137:45 AM–7:00 PM Registration

8:00–8:30 AMContinental Breakfast

8:30–9:45 AMOpening Remarks & Keynote Presentation

9:45–10:30 AMCoffee Break

10:30–11:45 AMCONCURRENT SESSIONS

Weighing Your Debt Financing Options

Planning for Year 15 and Beyond

Ending Homelessness and Serving Special- Needs Populations

11:45 AM–1:15 PMLunch

1:15–2:30 PMCONCURRENT SESSIONS

Tapping into Bond Financing

Inside Opportunity Zones

Breaking New Ground: Evolving Building Technologies

2:30–3:15 PMCoffee Break

3:15–4:15 PMCapitol Hill Update

4:30–5:30 PMaffordable housing finance Magazine Awards Ceremony

5:30–7:00 PMAwards Reception

WEDNESDAY, NOV. 14

8:00–8:45 AMContinential Breakfast

8:45–10:15 AMCONCURRENT SESSIONS

The Next Generation: Shaping the Future of the Industry

Developers’ Best Practices

What’s Next at HUD

10:15–10:30 AMCoffee Break

10:30 AM–12:00 PMTax Credit Equity Outlook Power Panel

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STATE OF THE INDUSTRYPOWER PANEL

APPSearch “Hanley Wood Events” in the App Store or Google Play and download the app.

Open the App and search, “2018 AHF Live Summit”

Enter event code: AHF2018

SPONSORED BY

CONFERENCE WIFINetwork Name: Hyatt Conference Passcode: AHF18

SPONSORED BY

Anthony Alfieri Managing Director, RBC Capital Markets

Richard Gerwitz Co-Head, Citi Community Capital

Audra Hamernik Executive Director, Illinois Housing Development Authority

Holly Holtzen

Acting Executive Director, Ohio Housing Finance Agency

David Leopold Vice President, Targeted Affordable Sales & Investments, Freddie Mac

Bob Moss Principal and National Director of Governmental Affairs, CohnReznick

Michelle Norris Executive Vice President of External Affairs & Strategic Initiatives, National Church Residences

Bob Simpson Vice President, Affordable Mission Business, Multifamily

Beth Stohr Director New Production– Affordable Housing Tax Credit Investments, US Bancorp Community Development Corp

Monica Sussman Partner, Nixon Peabody

Brian Swanton President and CEO, Gorman & Co.

JOIN AHF ON LINKEDINLink In and connect with other housing professionals.

FOLLOW AHF ON TWITTERGet the latest AHF news direct to your laptop, tablet, or phone.

FACEBOOKLike us on Facebook to see recent articles and keep informed on the latest AHF activities.

DOWNLOAD OUR EVENT

LINK IN TO, FOLLOW, LIKE, AND DOWNLOAD OUR APP

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CONFERENCE PROGRAM

MONDAY, NOV. 12

8:00 AM–7:00 PM RegistrationGrand FoyerSPONSORED BY:

8:30 AM–12:00 PMPRE-CONFERENCE WORKSHOPS

Tax Credit and Tax– Exempt Bond Boot CampColumbus I-L Learn the basic operations of LIHTCs and tax-exempt bonds; this workshop is for beginners and those who need a refresher. This is a valuable training session for development staff as top industry veterans will guide you through the essentials, including how the tax credit program works; what housing is eligible; how to apply for tax credits; how to improve your chances of getting tax credits; the pros and cons of using bonds; what private-activity bond cap is and how to get it; and how to structure your deals. Bring your questions, you’ll have plenty of time to ask them.

Moderator: Don Bernards, Baker Tilly

Speakers: David Dill, Stifel, Nicolaus & Co.; David Ginger, Wisconsin Housing and Economic Development Authority; Heather Olson, Walker & Dunlop; Claire Reinstein, National Affordable Housing Trust; Daniel Rosen, Klein Hornig

NEW! Intro to Asset Management Columbus A-BAsset management is critical to ensuring the health of your affordable housing properties. Learn the ins and outs of what asset management means for developers and owners, how it differs from asset management for an investor, and where to draw the line between property management and asset management. Hear from developers on how they are staffing and retaining staff for this hard-to-fill position. Plus, our expert panel of asset management professionals will share best practices for handling compliance issues, maximizing cash flow, and tackling troubled properties.

Moderators: Jenny Netzer and Allen Feliz, TCAM

Speakers: Tony DiBlasi, Ohio Capital Corporation for Housing; Fred Mitchell, The NHP Foundation; Charles A. Rhuda, Novogradac & Co.; Brendt D. Rusten, Dominium; Tim Veenstra, Illinois Housing Development Authority

12:00–1:30 PMWomen in Affordable Housing Luncheon and NetworkingColumbus C-F Join affordable housing finance magazine for our second annual Women in Affordable Housing Luncheon. This conference kickoff event will provide a casual networking opportunity for women just beginning their careers to seasoned professionals. Also, hear from top female executives, who will share their knowledge and experience to help promote leadership within the affordable housing industry. Space is limited for this session, so sign up early! To attend, be sure to select is as an option during the registration process.

Moderator: Ali Solis, Make Room

Speakers: Marcia Davies, Mortgage Bankers Association; Joan Hoover, Conifer Realty; Dionne Nelson, Laurel Street

SPONSORED BY:

1:00–1:45 PMWelcome RefreshmentsGrand C-F SPONSORED BY:

2:00–3:30 PMState of the Industry Power PanelGrand A-BJoin leaders of the affordable housing industry for an executive-level discussion on the outlook for housing that will set the tone for the remainder of the conference. You’ll get the inside track on the ramifications of tax reform, what the future holds for the tax credit market, the struggle of rising construction costs and labor shortages, and other hot issues that affect your business.

Moderator: Christine Serlin, affordable housing finance

Panelists: Anthony Alfieri, RBC Capital Markets; Richard Gerwitz, Citi Community Capital; Audra Hamernik, Illinois Housing Development Authority; Holly Holtzen, Ohio Housing Finance Agency; David Leopold, Freddie Mac; Bob Moss, CohnReznick; Michelle Norris, National Church Residences; Bob Simpson, Fannie Mae; Beth Stohr, U.S. Bancorp Community Development Corp.; Monica Sussman, Nixon Peabody; Brian Swanton, Gorman & Co.

SPONSORED BY:

3:30–4:00 PMCoffee BreakGrand C-FSPONSORED BY:

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CONFERENCE PROGRAM

4:00–5:30 PMCONCURRENT SESSIONS

NEW! Creating a Successful Mixed-Income DevelopmentColumbus A-BWhat does it take to build a thriving mixed-income com-munity? As more and more developments seek to serve a diverse range of residents, an expert panel will discuss the different ingredients needed from physical and financial design to property management and services.

Moderator: Diana McIver, DMA Development Co.

Speakers: Beverly Bates, The Community Builders; Drew Foster, Red Stone Equity Partners; Beth Mullen, CohnReznick; Greg Proctor, RealPage Compliance Services

SPONSORED BY:

LIHTC Allocations: What’s Ahead in 2019Columbus C-FKey housing tax credit agency personnel from around the nation will detail the latest changes in their qualified allocation plans and discuss the latest industry issues, including how they are addressing the new income-averaging option and rising development costs. They also will weigh in on some of the major sticking points developers have with their qualified allocation plans. Come away with insider knowledge on how to win the competition for 9 percent tax credits and how to avoid pitfalls.

Moderator: Emily Cadik, Affordable Housing Tax Credit Coalition

Speakers: Kelan Craig, Ohio Housing Finance Agency; Laurel Hart, Georgia Department of Community Affairs; Marni Holloway, Texas Department of Housing and Community Affairs; Christine Moran, Illinois Housing Development Authority; Elizabeth Strojan, New York City Housing Development Corp. and Department of Housing Preservation and Development; Lisa Vatske, Washington State Housing Finance Commission

SPONSORED BY:

Acquisition Challenges and Opportunities Columbus I-LThe industry has been seeing significant sales and acquisitions of affordable housing product, including portfolio transactions. Get first-hand buyers’ and sellers’ perspectives on their strategies and how the end results compared with their expectations. In addition, panelists will explore the latest acquisition strategies and rules of thumb being used by developers when acquiring properties, including how to price potential deals, negotiate terms, and plan rehab work.

Moderator: Jeff Weiss, Hunt Capital Partners

Speakers: Jason Bordainick, Hudson Valley Property Group; Tim Flint, CBRE Affordable Housing; Anand Kannan, Community Preservation Partners; Troy Rambo, Wallick Communities

SPONSORED BY:

5:30–7:00 PMWelcome ReceptionGrand FoyerSPONSORED BY:

TUESDAY, NOV. 137:45 AM–7:00 PM RegistrationGrand FoyerSPONSORED BY:

8:00–8:30 AMContinental BreakfastGrand C-FSPONSORED BY:

8:30–9:45 AMOpening Remarks & Keynote PresentationGrand A-BIn the keynote presentation, Sen. Todd Young (R-Ind.) will discuss why he is making the affordable housing issue a priority and how he and eight other bipartisan senators are working to better understand and respond to the nation’s affordable housing crisis. Also hear from Chicago Housing Authority CEO Eugene Jones Jr., who has been responsible for implementing the housing authority’s redevelopment program of public housing in the Windy City, and former public housing resident Michelle Murray, who will share her personal journey from assuming parenting responsibilities for her siblings at a young age and facing eviction to finding a job and then becoming co-owner of Tria Adelfi Property Management and Development Co.

Keynote Speakers: Sen. Todd Young (R-Ind.) Eugene Jones Jr., CEO, Chicago Housing Authority

Michelle Murray, co-owner, Tria Adelfi Property Management & Development Co.

9:45–10:30 AMCoffee BreakGrand C-FSPONSORED BY:

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CONFERENCE PROGRAM

10:30–11:45 AMCONCURRENT SESSIONS

Weighing Your Debt Financing OptionsColumbus A-BLearn how to plan the right financing strategy for your deal in this practical workshop-format session. Lenders and developers will review the forecasts for short- and long-term rates and talk about various methods for managing rate risk. Plus, with specific case studies, they’ll compare the pros and cons of various financing programs, including Fannie Mae, Freddie Mac, and FHA, for specific types of deals in different interest-rate scenarios.

Moderator: Tom Anderson, Cohen-Esrey Development Group

Speakers: Sarah Garland, CBRE Affordable Housing; Rob Hoskins, The NuRock Cos.; Andrew Hugger, Bank of America Merrill Lynch; Carolyn McMullen, Walker & Dunlop; Philip Melton, Bellwether Enterprise

NEW! Planning for Year 15 and BeyondColumbus C-FHave a low-income housing tax credit property nearing the end of its initial 15-year compliance period and not sure what to do next? Our expert panel of developers and finance providers will help you navigate your way through the process to stay ahead of Year 15 and recapitalization issues—from when to start planning and the ideal time to exit.

Moderator: Dena Xifaras, Preservation of Affordable Housing

Speakers: Jacques Logan, Affordable Housing Portfolio Consultants; Richelle “Shelly” Patton, Tapestry Development Group; Roslyn Poznansky, RBC Capital Markets - Tax Credit Equity Group; Ben Taylor, Dominium

NEW! Ending Homelessness and Serving Special- Needs Populations Columbus I-LAs ending homelessness becomes a priority for communities across the nation, developers are stepping up with new, creative affordable housing developments to serve people who have been homeless or have special needs. Leading developers will share case studies and provide the latest strategies for meeting the needs of this vulnerable population.

Moderator: Shannon Cox Baker, Urban Ventures

Speakers: Debbie Burkart, National Equity Fund; David Cleghorn, HELP USA; Stacy Jurado-Miller, The Vecino Group; Lisa Rotvold, Beyond Shelter

11:45 AM–1:15 PM

LunchGrand C-FSPONSORED BY:

1:15–2:30 PMCONCURRENT SESSIONS

Tapping into Bond FinancingColumbus A-BAs interest rates rise, tax-exempt rates are rising more slowly than taxable rates. Existing and new products are adapting to this trend to improve executions and to meet emerging needs such as workforce/mixed-income housing and assisted living. Learn the latest from Fannie Mae and Freddie Mac and from bank and other private placement, FHA, and housing finance agency lenders as to how they are responding to these developments. Compare and contrast their current programs through case studies of what is working best today and the new products these players are developing to address an aging population and other markets of tomorrow.

Moderator: Wade Norris, Norris George & Ostrow

Speakers: Mike Hemmens, Citi Community Capital; Angela Kelcher, Fannie Mae; David Leopold, Freddie Mac; Mark Moorhouse, Dominium; Bradley Wirt, Piper Jaffray

SPONSORED BY:

NEW! Inside Opportunity ZonesGrand A-BLearn about the newest community development tool. Created under the Tax Cuts and Jobs Act of 2017, Opportunity Zones aim to bring private capital to struggling low-income communities. Experts will explain how OZs work and how they may help affordable housing developers finance their deals.

Moderator: Lori Chatman, Enterprise Community Loan Fund

Speakers: Laura Burns, The Eagle Point Cos.; John Gahan III, Sullivan & Worcester; Shekar Narasimhan, Beekman Advisors; Thurman “Tony” Smith, PNC Bank

SPONSORED BY:

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CONFERENCE PROGRAM

NEW! Breaking New Ground: Evolving Building Technologies Columbus I-L The rising labor shortage across the nation is hindering affordable housing production, with developers struggling to finish their projects on time and on budget. This is leading many developers to look beyond traditional stick-built construction to alternative techniques, such as modular and panelized construction. Developers will share case studies of their latest modular projects as well as the pros and cons regarding this emerging industry trend.

Moderator: Caleb Roope, The Pacific Cos.

Speakers: RC Alley III, Architects Orange; Jeff Heisler, The Community Builders; Michael Johnson, UrbanCore Development; Janet Pope, Compass Housing Alliance

2:30–3:15 PMCoffee BreakGrand C-F SPONSORED BY:

3:15–4:15 PMCapitol Hill Update Grand A-BThe past year has seen many changes for the affordable housing industry, including the Tax Cuts and Jobs Act of 2017 and its effects as well as the omnibus spending bill that resulted in the first expansion of the LIHTC program in over a decade. But advocates at the federal level are still working to shore up affordable housing production and pushing for a 50% increase in the LIHTC and the 4% floor. Our Capitol Hill insiders will delve into the latest on these efforts. They also will break down what the mid-term elections mean for the affordable housing industry.

Moderator: David Gasson, Housing Advisory Group/Boston Capital

Speakers: Peter Lawrence, Novogradac Consulting; Deborah VanAmerongen, Nixon Peabody; Stockton Williams, National Council of State Housing Agencies

4:30–5:30 PM

affordable housing finance Magazine Awards CeremonyGrand A-BCelebrate the achievements of the affordable housing industry with the editors of affordable housing finance. The magazine will honor the winners of its Readers’ Choice Awards for the nation’s top developments of 2017 and 2018, induct industry trailblazers into its Affordable Housing Hall of Fame, and recognize its 2018 Young Leaders. Toast the award recipients at a reception following the ceremony in the Exhibit Hall.

SPONSORED BY:

5:30–7:00 PMAwards ReceptionGrand C-FCO-SPONSORED BY:

WEDNESDAY, NOV. 14

8:00–8:45 AMContinential BreakfastGrand Foyer

8:45–10:15 AMCONCURRENT SESSIONS

NEW! The Next Generation: Shaping the Future of the IndustryGrand A-BHear from some of the industry’s young leaders and seasoned professionals on how firms are changing their culture to serve a multigenerational workforce. From mentoring and emerging leader groups to office environment changes, learn from firms that are creating a positive work culture to help their employees thrive and grow in their organizations and the affordable housing field.

Moderator: Meg Manley, PIRHL

Speakers: Amy Broadwater, RubinBrown; Timothy Henkel, Pennrose; Vihar Sheth, U.S. Bancorp Community Development Corp.; Catalina Vielma, Boston Financial Investment Management; Jeff Whiting, CREA

SPONSORED BY:

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CONFERENCE PROGRAM

Developers’ Best PracticesColumbus C-FAt this session, a panel of veteran developers will come together and exchange best practices for developing and financing affordable housing. Speakers will share key principles—and some new ideas—to help with your next project and beyond. Both new and experienced developers can come and fine-tune their own best practices.

Moderator: Tom Capp, Gorman & Co.

Speakers: Joshua Cohen, Beacon Communities; Kenneth P. Crawford, Michaels Development; Sylvia Martinez, Community HousingWorks; Matt Rieger, Housing Trust Group

What’s Next at HUDColumbus I-L With over a year at the helm of the Department of Housing and Urban Development (HUD), Secretary Ben Carson has raised concerns among affordable housing advocates by unveiling of a major overhaul of the nation’s rental housing assistance program and delaying implementation of the Affirmatively Furthering Fair Housing rule. Our expert panelists will discuss these policy directions as well as some of the positive news out of the agency, such as the Rental Assistance Demonstration cap being expanded to Sec. 202 properties with Project Rental Assistance Contracts to preserve elderly housing as well as the extension of the Family Self-Sufficiency Program.

Moderator: Deborah VanAmerongen, Nixon Peabody

Speakers: Shana Daby, Greystone; Denise Muha, National Leased Housing Association; Stephen Ott, Department of Housing and Urban Development; Bryan Shumway, Wishrock Investment Group

SPONSORED BY:

10:15–10:30 AMCoffee BreakGrand FoyerSPONSORED BY:

10:30 AM–12:00 PMTax Credit Equity Outlook Power PanelGrand A-BA panel of top investors and syndicators will provide their insight into the LIHTC market. The experts will provide up-to-date information heading into 2019 to help developers get their housing credit deals done. The panel will break down the latest market conditions, discuss recent trends, and offer other critical perspectives to help developers with their upcoming projects.

Moderator: Michelle Norris, National Church Residences

Speakers: Tony Bertoldi, CREA; Christine Cormier, WNC; Scott Hoekman, Enterprise Housing Credit Investments; Hal Keller, Ohio Capital Corporation for Housing; Susan Moro, Bank of America Merrill Lynch; Victoria O’Brien, Key Community Development Corp.; Ronne Thielen, R4 Capital

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AHF AWARD WINNERS

THE AFFORDABLE HOUSING HALL OF FAMEMIKE ALVIDREZ Skid Row Housing Trust

CAROL GALANTE Terner Center for Housing Innovation

KIM HERMAN Washington State Housing Finance Commission

NAN ROMAN National Alliance to End Homelessness

2018 READERS’ CHOICE WINNERS WEST TURNER RESIDENCES Best Overall Project Developed by Pennrose, LLC and St. Luke’s—Sacred Heart Campus

MERCY OTHELLO PLAZA Best Family Project Developed by Mercy Housing Northwest

HILLCREST RESIDENCES Best Green Project Developed by The Community Builders, Inc.

BELL ARTSPACE CAMPUS Best Historic Rehab Project Developed by Artspace Projects and Providence Community Housing

SIBLEY SQUARE Best Mixed-Use Project Developed by WinnCompanies

PORTNER FLATS Best Preservation Project Developed by Jonathan Rose Cos. and Somerset Development Co.

RENAISSANCE SQUARE Best Public Housing Redevelopment ProjectDeveloped by McCormack Baron Salazar

PROCTOR’S LANDINGBest Rural Project Developed by PIRHL and Ironton-Lawrence County Community Action Organization

WEST TURNER RESIDENCES Best Seniors Project Developed by Pennrose, LLC and St. Luke’s—Sacred Heart Campus

SHEAKLEY CENTER FOR YOUTH Best Special-Needs Project

Developed by Model Group and Lighthouse Youth & Family Services

WOODLAWN STATION, CHICAGOBest Urban Project Developed by Preservation of Affordable Housing

THE RESIDENCES AT CAREER GATEWAYEditors’ Choice Developed by The NRP Group and Community Development for All

2018 YOUNG LEADERSMYIA BATIEOhio Capital Corporation for Housing

KATHERINE FLEMINGBRIDGE Housing

HEATHER OLSONWalker & Dunlop

ALEXANDER RUSSELLMany Mansions

CATALINA VIELMABoston Financial Investment Management

DAN WILSONAtlantic Pacific Communities

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CONFERENCE SPEAKERS

KEYNOTE SPEAKERS

SEN. TODD YOUNG (R-IND.)U.S. SENATESenator Todd Young represents Hoosiers in the United States Senate. He currently serves on the Senate Committees on Foreign Relations; Health, Education, Labor & Pensions; Commerce, Science & Transportation; and Small Business and Entrepreneurship. A fifth-generation Hoosier, Young grew up watching his parents work hard in order to support the family. His first jobs were delivering newspapers, mowing lawns, and providing janitorial services at the family business. He is a graduate of the United States Naval Academy in Annapolis, Maryland. He graduated with honors in 1995 and accepted a commission in the U.S. Marine Corps. In 2000, Young was honorably discharged from the Marine Corps as a Captain. While serving in the Marines and working as a business consultant, he earned an MBA and his law degree. In 2010, he ran for Congress and served three terms representing Indiana’s 9th District. He was elected to the U.S. Senate in 2016.

EUGENE JONES JR.CEO, CHICAGO HOUSING AUTHORITYEugene Jones, Jr. is the Chief Executive Officer for the Chicago Housing Authority. He is directly responsible for implementing CHA’s extensive redevelopment program of public housing and continuing the agency’s mixed-income-focused strategic initiative to help build strong, vibrant communities throughout Chicago. He has more than 35 years of service and experience in housing operations, resident services, accounting and finance, auditing, maintenance, new construction, capital construction and Housing Choice Voucher programs. Jones held previous key roles at various housing authorities across the country and in Canada. He is credited for turning around numerous troubled housing authorities to either a standard or high performance. He earned his bachelor’s degree from the University of Albuquerque and his MBA from New Mexico Highlands University.

MICHELLE MURRAYCO-OWNER, TRIA ADELFI PROPERTY MANAGEMENT AND DEVELOPMENT CO.Michelle Murray is the co-owner of the Tria Adelfi Property Management and Development Company, a Minority Business Enterprise (MBE) and Women’s Business Enterprise (WBE), where she is responsible for the day-to-day operations with business partner Julia Foust. Tria Adelfi recently partnered with St. Edmund’s Redevelopment Corp. to develop St. Edmund’s Oasis, a mixed-income community in the Washington Park neighborhood. Michelle grew up in the Dearborn Homes and Stateway Gardens in the Chicago Housing Authority. She attended Martin Luther King High School and Finlandia University in Hancock, Michigan. She is married to Darron Collins and has two children, Jae’la (15) Jahan (5).

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CONFERENCE SPEAKERS

Anthony Alfieri, RBC Capital Markets

RC Alley III, Architects Orange

Tom Anderson, Cohen-Esrey Development Group

Beverly Bates, The Community Builders

Don Bernards, Baker Tilly

Tony Bertoldi, CREA

Jason Bordainick, Hudson Valley Property Group

Amy Broadwater, RubinBrown

Debbie Burkart, National Equity Fund

Laura Burns, The Eagle Point Cos.

Emily Cadik, Affordable Housing Tax Credit Coalition

Tom Capp, Gorman & Co., Inc.

Lori Chatman, Enterprise Community Loan Fund

David Cleghorn, HELP USA

Joshua Cohen, Beacon Communities

Christine Cormier, WNC

Shannon Cox Baker, Urban Ventures

Kelan Craig, Ohio Housing Finance Agency

Kenneth P. Crawford, Michaels Development

Shana Daby, Greystone

Marcia Davies, Mortgage Bankers Association

Tony DiBlasi, Ohio Capital Corporation for Housing

David Dill, Stifel, Nicolaus & Co.

Allen Feliz, TCAM

Tim Flint, CBRE Affordable Housing

Drew Foster, Red Stone Equity Partners

John Gahan III, Sullivan & Worcester

Sarah Garland, CBRE Affordable Housing

David Gasson, Housing Advisory Group/Boston Capital

Richard Gerwitz, Citi Community Capital

David Ginger, Wisconsin Housing and Economic Development Authority

Audra Hamernik, Illinois Housing Development Authority

Laurel Hart, Georgia Department of Community Affairs

Jeff Heisler, The Community Builders

Mike Hemmens, Citi Community Capital

Timothy Henkel, Pennrose

Scott Hoekman, Enterprise Housing Credit Investments

Marni Holloway, Texas Department of Housing and Community Affairs

Holly Holtzen, Ohio Housing Finance Agency

Joan Hoover, Conifer Realty

Rob Hoskins, The NuRock Cos.

Andrew Hugger, Bank of America Merrill Lynch

Michael Johnson, UrbanCore Development

Stacy Jurado-Miller, The Vecino Group

Anand Kannan, Community Preservation Partners

Angela Kelcher, Fannie Mae

Hal Keller, Ohio Capital Corporation for Housing

Peter Lawrence, Novogradac Consulting

David Leopold, Freddie Mac

Jacques Logan, Affordable Housing Portfolio Consultants

Meg Manley, PIRHL

Sylvia Martinez, Community HousingWorks

Diana McIver, DMA Development Co.

Carolyn McMullen, Walker & Dunlop

Philip Melton, Bellwether Enterprise

Fred Mitchell, The NHP Foundation

Mark Moorhouse, Dominium

Christine Moran, Illinois Housing Development Authority

Susan Moro, Bank of America Merrill Lynch

Bob Moss, CohnReznick

Denise Muha, National Leased Housing Association

Beth Mullen, CohnReznick

Shekar Narasimhan, Beekman Advisors

Dionne Nelson, Laurel Street

Jenny Netzer, TCAM

Michelle Norris, National Church Residences

Wade Norris, Norris George & Ostrow

Victoria O’Brien, Key Community Development Corp.

Heather Olson, Walker & Dunlop

Stephen Ott, Department of Housing and Urban Development

Richelle “Shelly” Patton, Tapestry Development Group

Janet Pope, Compass Housing Alliance

Roslyn Poznansky, RBC Capital Markets- Tax Credit Equity Group

Greg Proctor, RealPage Compliance Services

Troy Rambo, Wallick Communities

Claire Reinstein, National Affordable Housing Trust

Matt Rieger, Housing Trust Group

Caleb Roope, The Pacific Cos.

Daniel Rosen, Klein Hornig

Lisa Rotvold, Beyond Shelter

Charles A. Rhuda III, Novogradac & Co.

Brendt D. Rusten, Dominium

Vihar Sheth, U.S. Bancorp Community Development Corp.

Bryan Shumway, Wishrock Investment Group

Bob Simpson, Fannie Mae

Thurman Tony Smith, PNC Bank

Ali Solis, Make Room

Beth Stohr, U.S. Bancorp Community Development Corp.

Elizabeth Strojan, New York City Housing Development Corp. & Department of Housing Preservation & Development

Monica Sussman, Nixon Peabody

Brian Swanton, Gorman & Co.

Ben Taylor, Dominium

Ronne Thielen, R4 Capital

Deborah VanAmerongen, Nixon Peabody

Lisa Vatske, Washington State Housing Finance Commission

Tim Veenstra, Illinois Housing Development Authority

Catalina Vielma, Boston Financial Investment Management

Jeff Weiss, Hunt Capital Partners

Jeff Whiting, CREA

Stockton Williams, National Council of State Housing Agencies

Bradley Wirt, Piper Jaffray

Dena Xifaras, Preservation of Affordable Housing

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AEGON EXHIBITOR | BOOTH 417

Aegon USA Realty Advisors, LLC, (Aegon Real Assets US), a US-based investment adviser and real estate asset manager, registered with the Securities and Exchange Commission and part of Aegon Asset Management, the global investment management brand of Aegon Group. A tax-credits investor since 1987, Aegon Real Assets US has used in-depth knowledge of affordable housing development and finance to invest in more than 370 partnerships, acquired more than $4.3 billion in capital, and help create 54,000+ housing units as of December 31, 2017.

Linda L. Hill Vice President, II Aegon USA Realty Advisors, LLC linda.hill@aegonusa.com | 415-983-5443 www.aegonrealty.com

AEI CONSULTANTS EXHIBITOR | BOOTH 310

Headquartered in the San Francisco Bay area of California, AEI Consultants is an employee owned firm providing due-diligence, construction and environmental consulting services for a diverse client base to include real estate owners, FHA-insured lenders, tax credit syndicators, public housing authorities and HUD. With over 20 offices throughout the country, AEI has become the national leader in providing cost effective solutions related to the development, financing and environmental remediation of multi-family and commercial real estate.

Douglas A. Olson, PE Vice President dolson@aeiconsultants.com | 857-350-3519 aeiconsultants.com

AFFORDABLE HOUSING ADVISORS EXHIBITOR | BOOTH 308

The Affordable Housing Advisors (AHA) are the nation’s leading full-service brokerage firm representing sellers and buyers of Project-Based Section 8 multi-family properties. Founded in 1987, AHA was the first brokerage firm specializing in the sale of government subsidized housing. Their continued success is a result of AHA’s unique ability to create a competitive sales environment amongst qualified buyers. AHA has exclusively listed and sold more than 185,000 Project-Based Section 8 units nationally, with an aggregate value of over $7 billion.

Andrew Daitch Executive Director adaitch@mmaha.com | 248-415-2630 AffordableHousingAdvisors.com

AFFORDABLE HOUSING TAX CREDIT COALITION CORPORATE SPONSOR

Founded in 1988, AHTCC is a trade organization of housing professionals who advocate for affordable rental housing financed using the Low-Income Housing Tax Credit (Housing Credit). Our for-profit and non-profit members—including syndicators, investors, lenders, developers, legal and accounting professionals and state allocating agencies—seek to preserve, expand and improve the Housing Credit and complementary programs through legislative outreach and education.

CORPORATE

AFFORDABLE HOUSING INVESTMENT BROKERAGE, INC. SPONSOR

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Affordable Housing Investment Brokerage, Inc.’s (AHIB) sole purpose is the direct, confidential sale of affordable housing. Driven by a passion for maximizing client wealth and serving an industry that provides a vital social need, AHIB’s principals have sold over $1 billion in niche real estate investments, including Project-Based Section 8, Section 42, and HUD-financed properties. AHIB maximizes value through marketing by agents who provide a single source for affordable housing and local real estate knowledge.

Kyle Shoemaker Managing Director shoemaker@ahibinc.com | 630-405-6500 www.ahibinc.com

ALLIANT CAPITAL LLC EXHIBITOR | BOOTH 115

Founded in 1997, Alliant Capital, Ltd., has established itself as one of the nation’s top sponsors in syndication volume and has an unparalleled track record of success. Alliant has raised over $7.1 billion in investor equity and invested in over 960 properties comprised of over 94,600 LIHTC units.

Stacie Nekus Senior Vice President, Investor Relations Alliant Capital, Ltd. stacie.nekus@alliantcapital.com | 818-668-6800 thealliantcompany.com

APPLEGATE & THORNE-THOMSEN. P.C EXHIBITOR | BOOTH 213

Applegate & Thorne-Thomsen represents tax credit syndicators, direct investors, developers and public agencies in all facets of tax-incentivized transactions. Our 39 attorneys, supported by 17 paralegals, handle all aspects of housing and community development initiatives on a nationwide basis. Our broad base of experience representing developers, investors and syndicators gives us multiple perspectives into all facets of a project, providing us the ability to anticipate and assist our clients with the tax, regulatory and real estate issues that are common to affordable housing development.

Bennett Applegate President & Managing Partner bapplegate@att-law.com | 312-491-3322 www.att-law.com

BAKER TILLY EXHIBITOR | BOOTH 321

Baker Tilly is a full-service accounting and advisory firm whose specialized professionals help developers, lenders, and investors succeed through investment in quality affordable housing projects throughout the U.S. Our team provides the expertise needed to navigate complex government regulations and capitalize on funding. From concept development and transaction structuring to asset disposition and beyond, Baker Tilly delivers innovative ideas, strategies, and solutions that enable clients to move forward with confidence and meet their business objectives.

Don Bernards Partner don.bernards@bakertilly.com | 608-240-2643 Bakertilly.com/housing

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BALLARD SPAHR LLP BRONZE SPONSOR

Ballard Spahr LLP, an Am Law 100 law firm with more than 650 lawyers in 15 offices in the United States, provides a range of services in litigation, business and finance, real estate, intellectual property, and public finance. Our clients include Fortune 500 companies, financial institutions, life sciences and technology companies, health systems, investors and developers, government agencies, media companies, educational institutions, and nonprofit organizations. The firm combines a national scope of practice with strong regional market knowledge.

Amy M. McClain Partner mcclaina@ballardspahr.com | 410-528-5592 www.ballardspahr.com

BANK OF AMERICA MERRILL LYNCH PLATINUM SPONSOR

As you work to transform lives and communities, connect with more than 30 years of community development experience, expertise and commitment at Bank of America Merrill Lynch. Whether you need tax-credit investments, flexible lending solutions or other financial services, we can help you move projects from vision to completion. We’ve committed $1.5 trillion to community development over the last 10 years, and our unique business model includes the nation’s first, largest and most active bank-owned Community Development Corporation.

Maria Barry maria.f.barry@baml.com bofaml.com/affordablehousing

BARINGS EXHIBITOR | BOOTH 215

Barings is a US $306+ billion global financial services firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative solutions and exceptional service. As part of MassMutual, we have the financial stability and flexibility to take a long –term approach. more, at BARINGS.com.

Anson Snyder Director (323) 646-3300 anson.snyder@barings.com www.baringsmultifamily.com

Sean Cullen Senior Managing Director (212) 973-5149 sean.cullen@barings.com www.baringsmultifamily.com

BERKADIA CORPORATE SPONSOR

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Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is an industry leading commercial real estate company providing capital solutions, investment advisory and research for multifamily and commercial properties. As a Freddie Mac Program Plus lender, Fannie Mae DUS® Multifamily Seller/Servicer, insurance company correspondent, and HUD, MAP and LEAN originator and servicer, Berkadia provides access to capital and flexible, customized lending and servicing solutions for the acquisition, construction, rehabilitation and refinance of multifamily and commercial properties.

Anthony Cinquini Managing Director – Affordable Housing anthony.cinquini@berkadia.com (310) 209-3288

Lloyd Griffin Managing Director – Affordable Housing lloyd.griffin@berkadia.com (512) 226-8710

BMO HARRIS BANK EXHIBITOR | BOOTH 216

Real estate firms like yours need a banking partner with extensive products and services, a strong capital base, and the ability to fund their needs through economic cycles. Our dedicated team of real estate experts is your trusted adviser, helping developers, REITs, private equity funds and institutionally sponsored firms achieve their goals. To learn more about how we can help, visit bmoharris.com/realestate.

James West Director | Community Development Lending 312-461-5047 james.west@bmo.com bmoharris.com/commercial

BONNEVILLE MULTIFAMILY CAPITAL CORPORATE SPONSOR

Bonneville Multifamily Capital is a national lender with a reputation for personal service. We focus primarily on Multifamily USDA RD 538 loans and HUD/FHA loans. Permanent, Construction/Perm, Rehab/Perm and 4% Bond deals are all structures we have worked with and used. These federally backed loans are an excellent source of financing with low-interest rates, high LTV, long amortization, for rural multifamily housing projects.

Chris Mullen Executive Director cmullen@bmcslc.com | 801-323-1076 www.bmfcap.com

BOSTON CAPITAL EXHIBITOR | BOOTH 407

Boston Capital is a real estate investment and advisory firm specializing in equity investments in affordable multifamily housing and market rate communities. Boston Capital’s holdings include over 1,556 properties in all 50 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands and Guam, constituting nearly 121,000 apartment homes with a development cost in excess of $19.6 billion. Boston Capital is one of the largest owners/investors of apartment properties in the U.S. Its subsidiary, Lexington Solutions, hosts the Fusion asset management system and financial data collection service to help multifamily asset managers and owners manage risk and increase productivity.

Corine Sheridan Director of Origination csheridan@bostoncapital.com | 617-624-8893 www.bostoncapital.com

BOSTON FINANCIAL EXHIBITOR | BOOTH 220

Boston Financial Investment Management (Boston Financial) is a national leader in the affordable housing industry, with

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a proven track record in syndication services as well as asset and portfolio management. Since 1969, our company has focused on providing exceptional client service to its partners and has built one of the most experienced management teams in the industry. Boston Financial has invested over $11 billion of equity in LIHTC properties since 1986 and currently manages approximately $8.5 billion of LIHTC and Historic tax credit equity investments comprising over 1,450 properties and 140,000 units, making Boston Financial one of the largest syndicators in the tax credit industry.

Nicole Jaynes Executive Assistant Boston Financial Investment Management Nicole.jaynes@bfim.com | 617-488-3381 www.bfim.com

BRIGHT POWER EXHIBITOR | BOOTH 313

Bright Power provides strategic energy and water solutions to building owners and operators nationwide, with offices in New York City and Oakland, CA. Specializing in multifamily buildings, Bright Power helps clients reduce consumption, environmental impact, and operating expenses while increasing resident comfort and health. The company has worked with over 31,000 buildings comprising over 910,000 apartment units across 49 states.

Jessica Esposito Account Manager jesposito@brightpower.com www.brightpower.com

CAHEC CORPORATE SPONSOR

Created in 1992, CAHEC ranks as one of the largest nonprofit regional equity syndicators in the United States. Our mission is to provide communities with affordable housing and opportunities for growth and revitalization by investing in qualified tax credit products. CAHEC also provides capital through a series of Community Investments which empower residents, promote the development of affordable rental and ownership housing, and foster sustainability within the communities we serve.

Dana Boole President & CEO dboole@cahec.com | 919-420-0063 www.cahec.com

CAPITAL ONE COMMERCIAL BANKING EXHIBITOR | BOOTH 307

Capital One® Commercial Real Estate offers a wide range of Fannie Mae®, Freddie Mac® and FHA programs nationwide, along with balance sheet strength, dedicated resources and advice at every stage of the lending process, from origination to closing and beyond.

Brian Hayes Senior Vice President Capital One Multifamily Finance Brian.Hayes@capitalone.com | 610-254-4818 www.capitalonemultifamily.com

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CBRE PLATINUM SPONSOR

CBRE Affordable Housing is a specialty group within CBRE Group, Inc. that combines investment sales, debt and structured finance, and investment banking into a fully integrated service offering for clients in the affordable housing industry. They have closed over $17.2 billion dollars in sales and financing since 2001 and have conducted transactions in all 50 states and Puerto Rico.

Robert Sheppard Managing Director Robert.sheppard@cbre.com | 206-826-5770 www.cbre.us

CHOICE PROPERTY RESOURCES CORPORATE SPONSOR

Choice Property Resources is a leading partner to affordable property developers, owners and managers in telecommunications contracts for resident services. We ensure broadband equality and resident satisfaction through comprehensive portfolio analysis, negotiation, execution and management of provider contracts. From Wi-Fi, affordable internet and cable TV, these solutions maximize portfolio asset value, improve ROI and help meet property goals. Choice was founded in 1999 and serves 300,000 units in the US.

Mike Coco, CAS Choice Property Resources, Inc. 614-568-7301 choiceprop.com

CHURCHILL STATESIDE GROUP, LLC. EXHIBITOR | BOOTH 409

Churchill Stateside Group and its wholly owned affiliates (CSG) serve the affordable housing and renewable energy industries. CSG sponsors tax credit equity investment funds for institutional investors and provides a variety of construction and permanent financing solutions. With over $1 Billion under management, CSG has long-standing and successful investment relationships with numerous corporate investors and pension funds. The company’s investor and developer clients benefit from our experienced staff, prominent and proactive senior leadership, and attractive debt and equity platforms. The company, through its subsidiary Churchill Mortgage Investment LLC, is an approved USDA Rural Development and HUD/FHA MAP and LEAN lender and Ginnie Mae Issuer.

Keith Gloeckl CEO Churchill Stateside Group kgloeckl@csgfirst.com | 727-461-2200 www.csgfirst.com

CITI COMMUNITY CAPITAL PLATINUM SPONSOR

Citi Community Capital (CCC) is a premier financial partner with nationally recognized expertise in providing debt and equity to all types of affordable housing and community development projects. CCC’s origination, structuring, asset and risk management staff across the country provides creative financing solutions designed to meet its clients’ needs. CCC helps real estate developers, nonprofit organization, public housing authorities, community development financial institutions (CDFIs), and national financial intermediaries achieve their goals through a broad, integrated platform of debt and equity offerings. Additional information may be found at citicommunitycapital.com or by submitting a question to askciti@citicommunitycapital.com.

Mark Dean askciticommunitycapital@citi.com | 206-346-2838 citicommunitycapital.com

CINNAIRE EXHIBITOR | BOOTH 314

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SPONSOR & EXHIBITOR PROFILES

Cinnaire is guided by an unwavering belief that all people deserve the opportunities provided by living in healthy communities. Since 1993, the organization has invested $4.2 billion toward that goal, resulting in more than $7.3 billion in community impact. A non-profit Community Development Financial Institution (CDFI) certified by the U.S. Department of Treasury, Cinnaire has supported 676 housing developments and 3.3 million square feet of commercial space, provided 101,000 affordable apartment homes and created or retained more than 65,000 jobs. Headquartered in Lansing, MI, with offices in five states, Cinnaire provides access to investment funding, lending options and title services that support community and economic development, creating stable, sustainable and vibrant communities.

COATS ROSE EXHIBITOR | BOOTH 311

The Coats Rose Affordable Housing and Community Development Group has extensive experience and is focused on the development of affordable housing and inner city revitalization. We represent for-profit developers, non-profit developers and public housing authorities providing comprehensive solutions that utilize a variety of financing techniques, including low income housing tax credits, CDBG Disaster Recovery Funding, private activity bonds, historic tax credits, HUD programs, investment syndication and conventional financing. We have a particular expertise in closing Public Housing RAD transactions.

Barry J. Palmer Director Coats Rose Affordable Housing and Community Development Group bpalmer@coatsrose.com | 713.653.7395 www.coatsrose.com

COGENCY GLOBAL INC. EXHIBITOR | BOOTH 221

Cogency Global Inc.is a professional registered agent company that has been providing statutory representation, corporate and secured transaction services since 1980. As your registered agent, you will gain a partner that will promptly accept time sensitive legal and state documents on your behalf and provide personalized and customized service to assist you with maintaining your business entities’ existence and good standing. Cogency Global can act as your statutory required agent in all 50 states, the District of Columbia and in many other countries.

Matt Knight Senior Account Executive mknight@cogencyglobal.com | 1-866-631-5349 www.cogencyglobal.com

COHNREZNICK LLP GOLD SPONSOR & EXHIBITOR | BOOTH 408

CohnReznick LLP is one of the largest accounting, tax and advisory firms in the United States with a highly specialized affordable housing industry practice including dedicated teams in tax credit advisory, real estate development, investment services, transaction consulting and valuations. We work each day to help shape the policy of the industry, connect its people and help our clients grow while navigating complex business and financial issues.

Beth Mullen, CPA Partner, National Director - Affordable Housing Industry Beth.Mullen@CohnReznick.com | 916-442-9100 www.cohnreznick.com

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COMMUNITY DEVELOPMENT TRUST, THE CORPORATE SPONSOR

The Community Development Trust (CDT) is a real estate investment trust that provides capital for the preservation and creation of affordable housing and charter school facilities. Working with local, regional and national partners, CDT makes long-term equity investments and originates and acquires long-term mortgages. In its 18 years, CDT has invested over $1.4 billion in debt and equity capital to properties in 44 states and regions—helping to preserve and create over 40,000 units of affordable housing. CDT is a private real estate investment trust (REIT), a certified Community Development Financial Institution (CDFI), an approved Fannie Mae affordable housing lender and a member of the Federal Home Loan Bank of New York (FHLBNY). As a CDFI and private REIT with a social impact mission, CDT operates as a double-bottom-line organization by utilizing creative financial solutions to provide debt and equity capital to underserved real estate markets, all while seeking attractive returns for shareholders.

Brian Gallagher SVP Debt bgallagher@cdt.biz | 212-271-5096

Brian Dowling Chief Investment Officer bdowling@cdt.biz | 212-271-5083

COMMUNITY PRESERVATION CORPORATION, THE CORPORATE SPONSOR

The Community Preservation Corporation (CPC) was launched in 1974 through a joint agreement between the City of New York and its leading commercial banks to restore and rebuild New York’s aging neighborhoods. In the more than 40 years since we have evolved and expanded our reach to become a consistent source of capital to underserved housing markets throughout New York City and in communities across the state.

CPC has financed more than 193,000 units of multifamily housing to date. With more than $10 billion in public and private investments, our work has helped revitalize countless neighborhoods and provided quality housing for low-, moderate- and middle-income families, senior citizens, and individuals with disabilities

CREA, LLC SILVER SPONSOR & EXHIBITOR | BOOTH 208

At CREA, LLC we are more than capital providers. We are partners. We specialize in low income housing tax credits, forming long-term relationships with investors and developers that cultivate success and improve lives. CREA is headquartered in downtown Indianapolis and has offices in Austin, Boston, New York, Portland, San Diego and Sarasota. More information can be found online at www.creallc.com.

Stefanie Brown VP, Marketing 317-808-7193 direct 312.330.5541 cell www.creallc.com sbrown@creallc.com

CRG RESIDENTIAL CORPORATE SPONSOR

CRG Residential is celebrating 25 years of service to the affordable housing community. CRG offers a complete suite of construction services to our clients: new construction, renovations, RAPID- occupied renovations and self-preform exteriors capabilities in addition to in-house developments. It is CRG’s goal every day to do right - by our residents, our employees, our lenders, and our partners. To strive to improve the neighborhoods in which we work and to assist in the development of sustainable communities that endure.

Jeffrey R Eynon National Sales Director jeynon@crgresidential.com | 317.800.8491 www.crgresidential.com

DAUBY O’CONNOR & ZALESKI LLC EXHIBITOR | BOOTH 200

Dauby O’Connor & Zaleski, LLC (DOZ) was established in 1987 to provide accounting and auditing, tax, and consulting

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services to owners, developers, managing agents, and syndicators of multifamily housing communities. Started as a two man firm, DOZ has grown to a nationally recognized leader in the real estate arena with clients in all 50 states. Our intense focus in the real estate arena results in a staff that truly knows the nuances of multifamily finance. DOZ clients include affordable housing, senior living facilities, independent living facilities, retail and commercial properties, and residential land developments. DOZ is extremely well versed in projects financed with HUD, RD, Tax Exempt Bonds, and Low Income Housing Tax Credits.

Blake Schrader Business Development Manager bschrader@doz.net | 317-848-5700 www.doz.net

DOMINION DUE DILIGENCE GROUP EXHIBITOR | BOOTH 416

Dominion Due Diligence Group (D3G), is headquartered in Richmond, Virginia. D3G, established in 1994 by Robert E. Hazelton, provides national full-service environmental and engineering real estate due diligence. D3G’s third party reporting is used for HUD-FHA, Rental Assistance Demonstration (RAD), Fannie Mae, Freddie Mac, LIHTC, conventional lending and property transactions. D3G’s services focus on affordable housing, elderly care facilities and historical rehabilitations. D3G is currently the largest due-diligence consulting firm in the nation specializing in HUD insured commercial loans for multifamily and elderly care housing.

Jennifer Berger Director of Business Development Dominion Due Diligence Group (D3G) j.berger@d3g.com | 804-237-1888 www.d3g.com

DOUGHERTY MORTGAGE LLC BRONZE SPONSOR

Dougherty Mortgage LLC is a nationwide mortgage bank firm offering a variety of loan products for the acquisition, refinance, construction or rehabilitation of a variety of property types, including affordable multifamily properties. As an approved Fannie Mae Delegated Underwriting and Servicing (DUS®) lender, FHA/HUD lender, Ginnie Mae issuer, and designated lender/partner with the USDA under the Community Facilities Guaranteed Loan Program, we understand the complex requirements involved with integrating multiple sources of funding. When government programs are involved, it takes a sophisticated banking team to coordinate the process and ensure agency requirements are met. As an approved Ginnie Mae seller/servicer, we are currently servicing in excess of $5.3 billion of loans.

Karen Dubrosky Vice President kdubrosky@doughertymarkets.com | 612-317-2118 www.doughertymortgage.com

EIDE BAILLEY EXHIBITOR | BOOTH 201

Eide Bailly LLP is a Top 25 CPA Firm in the nation which has been serving the real estate industry for more than 40 years. With 33 offices in 14 states, Eide Bailly provides a variety of services to its real estate clients and specializes in serving those in the affordable housing sector. Our team performs over 700 affordable housing projects, including audits, low income tax credit projects, carryover certifications and more.

Shannon Breuer Director of Affordable Housing, Partner Eide Bailly LLP sbreuer@eidebailly.com | 701-239-8575 www.eidebailly.com

GOLD SPONSOR & EXHIBITOR | ENTERPRISE | BELLWETHER ENTERPRISE BOOTH 205

Enterprise and Bellwether Enterprise: the leading national team putting capital to work to make well-designed homes affordable in communities across the country. From Low-Income Housing Tax Credit and New Markets Tax Credit equity,

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to long-term conventional, workforce and affordable housing products, we are the industry’s most competitive and creative capital provider and servicer. That’s capital on a mission.

Raoul Moore SVP, Tax Credit Syndication rmoore@enterprisecommunity.org | 410-772-2685 EnterpriseCommunity.com

Phil Melton Executive Vice President, National Director of Affordable Housing & HFA Lending pmelton@bwecap.com | 469-729-7677 BellwetherEnterprisec.com

FANNIE MAE CORPORATE SPONSOR

Fannie Mae Multifamily serves the secondary mortgage market as a reliable source of mortgage capital in every market, every day. We provide liquidity, stability, and affordability to the multifamily market in a disciplined fashion while maintaining our credit standards and minimizing losses. We serve a wide spectrum of the multifamily market, including conventional, rent-restricted, cooperatives, seniors, student housing, and manufactured housing communities.

Tasha Fitterer Project Analyst Tasha_M_Fitterer@FannieMae.com | 202-752-8820 fanniemae.com/multifamily

FREDDIE MAC MULTIFAMILY S ILVER SPONSOR

Freddie Mac Multifamily is the nation’s leading source of multifamily housing finance. We help keep rental housing within reach by financing properties large and small, including those housing America’s workforce, seniors, and students. Nearly 90 percent of the rental homes we fund are affordable to households and families with low- to moderate-incomes.

David Leopold Vice President, Targeted Affordable Sales & Investments david_leopold@freddiemac.com FreddieMac.com/multifamily

FRIEDMAN, LLP EXHIBITOR | BOOTH 209

Friedman LLP, headquartered in Manhattan with locations throughout New Jersey, Long Island, and Philadelphia, has been serving the accounting, tax and business consulting needs of public and private companies since 1924. Our industry-focused Affordable Housing and Not-for-Profit practices provide services to help facilitate the partnership between not-for-profits and owners and developers as they finance, build and operate affordable housing units. Our team provides accounting, audit, tax and advisory services to a growing and diverse collection of organizations as they face ever-changing assurance, regulatory and financial demands.

Joseph Crivelli, CPA Partner jcrivelli@friedmanllp.com | 212-842-7550 www.friedmanllp.com

GILL GROUP EXHIBITOR | BOOTH 214

Gill Group specializes in Valuation and Market Feasibility Analysis. Our MAI Appraisers, Certified Market Analysts, and LEED AP Architects and Engineers provide Appraisals, Market Studies, CNAs and all other due diligence pieces for LIHTC, RD, HUD, Fannie, Freddie, S&P and every other type of funding transaction nationwide.

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Jana Jones Director of Business Development jana.jones@gillgroup.com | 800-428-3320 www.gillgroup.com

GREYSTONE & CO, INC SILVER SPONSOR

Greystone provides a number of affordable multifamily solutions and services, including financing, preservation, development, investment sales and advisory. Our loan products, both taxable and tax-exempt, can facilitate the construction, acquisition, development, rehabilitation and repositioning of affordable housing across the country. With a dedicated platform of experienced affordable housing professionals, Greystone can find the right solution for your affordable housing needs.

Jeff Englund Senior Managing Director jeff.englund@greyco.com | 770-392-9340 www.greyco.com/lending

Aaron Hargrove Managing Director aaron.hargrove@greyco.com | 918-269-0896 www.greycoadvisors.com/affordable

HIGHLAND COMMERCIAL MORTGAGE EXHIBITOR | BOOTH 414

Highland Commercial Mortgage (HCM) - A national leader in providing FHA secured financing as a MAP approved lender and Ginnie Mae issuer, Highland Commercial Mortgage is ranked nationally as a provider of financing for affordable multifamily mortgages and assisted living facilities.

We provide loan underwriting, origination and loan servicing for HUD 221(d)(4)/ new construction and substantial rehabilitation projects, HUD 223(f)/refinance, HUD 223(a)(7) refinance of existing HUD insured properties, and LIHTC projects utilizing Tax Exempt Bond Financing.

Developing close relationships with developers, non-profit housing organizations, and large property managers across the United States has led our organization to over 1 billion dollars in our servicing portfolio since our company’s inception in 2012. We provide excellent service, security and attention to your business needs.

Leigh Anne Rula Marketing Director leighanne@hcmd4.com | 205-940-4200 www.hcmd4.com

HOOKER DEJONG, INC. EXHIBITOR | BOOTH 301

HDJ specializes in the planning and design of affordable housing. We have completed over 180 housing projects in the last five years alone, many of which include mixed-use development strategies. Our company was founded in 1936 and maintains an active portfolio in housing that extends back more than 4 decades. Our current footprint spans 27 states. Our projects routinely include affordable housing, and in those cases we work extensively with the respective state housing finance authorities and their (QAP).

David Layman President/CEO davidl@hdjinc.com | 231-740-1387 www.hdjinc.com.com

HUDSON HOUSING CAPITAL CORPORATE SPONSOR

Hudson Housing Capital is a client centered financial services company committed to promoting and fostering the develop-ment of attractive affordable housing, nationwide. Founded by industry veterans in 1998, our senior management team aver-ages 14 years with Hudson and over 20 years of industry experience. We rank among the top 10 firms annually in affordable housing tax credit equity syndication. Hudson places equity capital in high-quality, low-income housing tax credit developments around the country. We also place construction and permanent debt and provide predevelopment financing. We hold rigorous

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underwriting and asset management standards and include in-house specialists in architecture and engineering, as well as an in-house legal team. To date, we have experienced zero foreclosures and have not experienced any loss of credits due to recapture.

Sam Ganeshan Managing Director sam.ganeshan@hudsonhousing.com | 212-218-4469 www.hudsonhousing.com

HUNT COMPANIES CORPORATE SPONSOR & EXHIBITOR | BOOTH 100

Hunt Companies, a diversified family of real estate companies with a nationwide presence, offers a full suite of affordable housing solutions through two entities: Hunt Real Estate Capital and Hunt Capital Partners. Hunt Real Estate Capital provides non-recourse direct lending ranging from $3 million upwards for affordable housing in all 50 states. As a licensed Fannie Mae DUS™ lender, Freddie Mac Multifamily Approved Seller/Servicer, Federal Housing Administration (FHA) Multifamily Accelerated Processing (MAP) approved lender, Hunt Real Estate Capital’s lending professionals bring years of experience and provide clients with centralized negotiation, coordination, and pricing through long-standing relationships with government sponsored entities. Hunt Real Estate Capital also provides proprietary permanent and bridge financing.

Hunt Capital Partners specializes in the syndication of Federal and State Low-Income Housing, Historic and Solar Tax Credits. Since the successful launch of its first fund in the fall of 2011, Hunt Capital Partners has raised over $1.6 billion in tax credit equity.

Hunt Real Estate Capital Paul Weissman, Senior Managing Director, Affordable Housing paul.weissman@huntcompanies.com | 303-504-6239 www.huntrealestatecapital.com

Hunt Capital Partners Jeff Weiss, President Jeff.weiss@huntcompanies.com | 818-380-6131 www.huntcapitalpartners.com

ION ENERGY SOLUTIONS EXHIBITOR | BOOTH 117

ION Energy is a patented utility savings solution for Affordable Housing Developers. ION’s performance based unit level Smart-Metering technology defines 30-70% savings, efficiency and conservation. ION’s solution qualifies for Freddie Mac and HUD Green Loan offering additional loan proceeds and reduced interest rates.

Jack Howell Founder/Senior Managing Partner jackhowell@ionenergysolutions.com | 502-639-0781 IONenergysolutions.com

JLL CAPITAL MARKETS EXHIBITOR | BOOTH 320

JLL is a full-service global provider of capital solutions for real estate investors and occupiers. Our U.S. Capital Markets specialists completed $56 billion in sales and finance transactions in 2016. As one of the nation’s largest multifamily agency lenders(1), we execute comprehensive multifamily services for your property’s capital needs. We maintain strong relationships with Fannie Mae, Freddie Mac and HUD/GNMA. Our dedicated affordable housing team completed over $1.2 billion in deals in 2016.

(1)Agency/GSE lending and loan servicing are performed by Jones Lang LaSalle Multifamily, LLC, a wholly owned

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indirect subsidiary of Jones Lang LaSalle Incorporated.

Tim Leonhard International Director tim.leonhard@am.jll.com | +1 817 310 5800 www.us.jll.com/affordable-housing

JP MORGAN CHASE EXHIBITOR | BOOTH 413

Chase takes pride in working to develop vibrant and diverse communities capable of sustaining a high quality of life and economic opportunity. Chase Community Development Banking provides loans, investments and community development services that meet the needs of low- and moderate-income households and communities. As a national leader in community development, we’re dedicated to strengthening communities by expanding access to capital, providing leadership by example, and delivering the comprehensive solutions of our global bank.

Scott Schmid Division Manager scott.schmid@chase.com | 585-797-2808 www.chase.com/cdb

KEYBANK GOLD SPONSOR & EXHIBITOR | BOOTH 400

KeyBank Community Development Lending and Investment (CDLI) helps fulfill Key’s purpose to help clients and communities thrive by financing projects that stabilize and revitalize communities. Experts in complex tax credit lending and investing, Key is one of a handful of affordable housing lenders in the country with a platform that brings together balance sheet, equity, and permanent loan offerings. CDLI has a substantial investment and loan portfolio worth more than $2 billion, 90% of which is Low Income Housing Tax Credit (LIHTC) projects. For its ability to lend to, invest in, and serve its communities –especially low-to-moderate income communities – KeyBank has earned nine consecutive “Outstanding” ratings on the Community Reinvestment Act exam, from the Office of the Comptroller of the Currency.

Rob Likes SVP, National Manager Rob_Likes@keybank.com | 801-297-5811 www.key.com/affordable

KINETIC VALUATION COMPANY (KVG) EXHIBITOR | BOOTH 207

Kinetic Valuation Company (KVG) fka LEA & COMPANY provides Affordable Housing Valuation and Consulting Solutions within the Affordable Housing Industry. Our services include tax credit application market studies and appraisals, lender appraisals, and feasibility consulting. We work extensively with proposed and existing family and senior LIHTC properties, USDA Rural Development properties, and HUD properties including Rent Comparability Studies and MAP valuation services. We look forward to partnering with you!

Jay Wortmann President jay@kvgteam.com | 402-202-0771 www.kineticvaluationgroup.com

LIHTC ADVISORS SILVER SPONSOR

LIHTC Advisors is a national brokerage firm specializing in the disposition of affordable housing real estate and partnership interest sales. We offer advisory, valuation and brokerage services to facilitate exit strategies associated with Section 42, Project-Based Section 8 or HUD financed properties. We have transaction experience throughout the country and can navigate the sophisticated ownership structures, regulatory requirements and debt markets to provide disposition insight for an array of affordable housing stake holders.

Jeff Irish Partner

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Office- 800-840-3021 Cell- 208-286-5013 jeff@lihtcadvisors.com

LOCKTON COMPANIES BRONZE SPONSOR

The Mountain West practice in Denver is a nationally recognized leader in risk management consulting and insurance placement for the multi-family and affordable housing industry. We bring tailored Risk Financing, Loss Control and Claims Management solutions to each client. By leveraging our industry reputation and marketplace presence along with a robust and ever-growing suite of benchmarking and analytical tools, we seek to reduce, not simply our clients’ premiums, but their Total Cost of Risk with a structure that provides a competitive advantage in the marketplace.

Lockton is a global professional services firm with 7,000 + Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world’s largest privately held, independent insurance broker by helping clients achieve their business objectives.

For nine consecutive years, Business Insurance magazine has recognized Lockton as a “Best Place to Work in Insurance.”

Thomas F. McCoy, Jr. Partner & Executive Vice President Lockton Companies, LLC tate.mccoy@lockton.com | 303-414-6456 www.lockton.com

LOVE FUNDING EXHIBITOR | BOOTH 316

Love Funding is a leading HUD lender with over 30 years of experience. We provide financing for market-rate multifamily and affordable housing, healthcare and seniors housing facilities and hospitals nationwide.

Love Funding has been building relationships and gaining expertise in the FHA finance industry over the past three decades. Our professionals have the knowledge and resources to identify the best options to maximize your investment and to manage the complex financing details for your transaction.

Bruce Gerhart | Regional Director | bgerhart@lovefunding.com | 216.583.0812 David Hirsch | Director | dhirsch@lovefunding.com | 312.810.2565 David Opalek | Director | dopalek@lovefunding.com | 614.778.9698 David Strachan | Associate Director | dstrachan@lovefunding.com | 216.925.4788

MCSHANE CONSTRUCTION COMPANY EXHIBITOR | BOOTH 315

McShane Construction Company builds multi-family and affordable housing communities, industrial facilities, public and private healthcare facilities, fitness centers and office buildings. We improve the supply chain management process, increase operational efficiencies and build environments that foster creativity. Our commitment to sustainable construction helps improve the communities in which we build. The structures we create provide our clients with more than just a building – we deliver an environment that enables them to achieve their goals.

David Rintz Vice President drintz@mcshane.com | 847-692-8835 mcshane-construction.com

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MERCHANTS CAPITAL CORPORATE SPONSOR & EXHIBITOR | BOOTH 422

Merchants Capital is a leading multifamily lender offering a variety of loan products to accommodate construction, rehabilitation, acquisition, and refinancing of multifamily housing throughout the country. Through its parent company, Merchants Bank, Merchants Capital can offer creative conventional short term debt products that will allow your project to qualify for long term, fixed rate, and non-recourse loans. Merchants Capital employs experienced affordable housing professionals that can customize the best financing solution for your housing financing needs.

Michael Dury President mdury@merchantscapital.com | 317-569-7420 www.merchantscapital.com

MONARCH PRIVATE CAPITAL BRONZE SPONSOR & EXHIBITOR | BOOTH 107

Monarch Private Capital (MPC) is an investor and syndicator of state and federal tax credits nationwide. The Monarch Private Capital team is committed to both developer and tax equity investor success. Our focus is to provide innovative capital solutions to the renewable energy, low income housing, film and historic rehabilitation industries. Monarch Private Capital is headquartered in Atlanta and has several offices located throughout the U.S. Please visit MonarchPrivate.com to learn more.

Katie Mobley Director of Marketing kmobley@monarchprivate.com | 404-991-3649 www.monarchprivate.com

MULTIFAMILY RISK ADVISORS (MRA) CORPORATE SPONSOR

Multifamily Risk Advisors (MRA) is a subsidiary of Atlanta-based Tanner, Ballew, and Maloof, Inc. Founded in 1993, MRA has remained actively involved within the multifamily industry to the point where we have developed the industry’s most extensive insurance and risk management support platform. As an independently owned and operated agency, our partners and client services team excel at providing and servicing highly specialized insurance products to a broad range of apartment owners, managers and investors, both regional and national. For more information on our services, please visit us at www.tbmins.com

MRI SOFTWARE EXHIBITOR | BOOTH 306

MRI Software delivers innovative applications and hosted solutions that free real estate companies to elevate their business. Our flexible technology platform and open and connected ecosystem meet the unique needs of real estate businesses, from property-level management and accounting to investment modeling and analytics for the global commercial and residential markets.

Dave Czabala V.P. Sales sales@mrisoftware.com | 1-800-321-8770 www.mrisoftware.com

NATIONAL DEVELOPMENT COUNCIL EXHIBITOR | BOOTH 421

NDC acts as partner, teacher, advisor, investor, developer and lender, bringing together technical know-how and capital for community and economic investment. We work with local and state governments and community-based organizations to help them create and implement their own unique economic and community development strategies. Over the years, our programs and services have evolved to reflect the changing policy environment, adding services and products to meet emerging needs. We provide technical assistance, professional training, small-business lending, debt and equity financing for residential, commercial, public, and nonprofit facilities. Our nationally-recognized training programs help build a professional workforce in economic and community development that can advance and sustain progress in their communities.

NATIONAL EQUITY FUND EXHIBITOR | BOOTH 109

For more than three decades, National Equity Fund® has played an integral role in creating affordable housing options,

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revitalizing communities and strengthening local economies. A non-profit affiliate of LISC and leading syndicator of LIHTC, NEF has invested $14.1 billion in more than 2,584 LIHTC developments, creating 166,632 affordable homes for low-income families and individuals and 203,291 jobs nationwide. Our commitment to excellence provides our partners with everything they need to succeed.

Mike Jacobs SVP Originations National Equity Fund, Inc. mjacobs@nefinc.org | 312-697-6166 www.nefinc.org

NEWMARK KNIGHT FRANK CORPORATE SPONSOR & EXHIBITOR | BOOTH 211

Newmark Knight Frank’s Affordable Housing group provides advisory and brokerage services to owners of multifamily properties financed using Low Income Housing Tax Credits (LIHTC), Tax Exempt Bonds, and HUD rental/financing subsidies. We leverage our experience in financing tax exempt bonds, FHA loans and agency loans for affordable housing. A successful exit strategy for affordable housing requires diligence and experience navigating through various partnership agreements, regulatory agreements and subsidy agreements (HAP Contracts).

Cliff McDaniel Executive Managing Director Cliff.mcdaniel@ngkf.com | 713-425-5404 www.ngkf.com

NORTHMARQ CAPITAL CORPORATE SPONSOR

NorthMarq Capital is the largest privately held commercial real estate financial intermediary in the US providing debt, equity and commercial loan servicing through its 37 offices nationwide. The company has built long-term relationships with life companies, CMBS platforms, local, regional and national banks, and has a long track record of multifamily loan origination through Freddie Mac, Fannie Mae and FHA/HUD. The company closes more than $13 billion in commercial real estate loans annually and services a loan portfolio of more than $47 billion.

Paul Cairns SVP/Managing Director Capital Services (952) 356-0083 pcairns@northmarq.com www.northmarq.com

OHIO CAPITAL CORPORATION FOR HOUSING GOLD SPONSOR

The Ohio Capital Corporation for Housing (OCCH) is a nonprofit financial intermediary based in Columbus, Ohio that works with private and public developers to create affordable housing opportunities. OCCH is an independent nonprofit organization with its own board of directors. Its mission is “to cause the construction, rehabilitation, and preservation of affordable housing.”

OCCH’s core activity is raising private capital from corporations for investment in affordable housing developments utilizing the Low-Income Housing Tax Credit Program. As a “syndicator” of these tax credit transactions, OCCH performs long-term asset management and related activities for its investors, developers, and property managers. OCCH has raised over $4 billion in equity investment, financed more than 45,000 units of affordable housing, and assisted in the creation of more than 800 affordable housing projects.

Hal Keller President hkeller@occh.org | 614-224-8446

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www.occh.org

PARTNER ENGINEERING AND SCIENCE, INC. CORPORATE SPONSOR

Partner provides engineering, environmental and energy for HUD, RAD, Freddie/Fannie, and state-specific tax-credit agency projects. Partner offers certified energy audits through Fannie Mae’s Multifamily Green Financing, and has the deepest bench of registered engineers that meet the new ASTM qualifications for Level 1 assessments. Partner’s expertise and breadth of capabilities within the affordable housing market position them as an integral part of the project team for development, rehabilitation, and financing transactions for their clients nationwide.

Scott Chiu Relationship Manager schiu@partneresi.com | 800-419-4923 www.PARTNEResi.com

PGIM EXHIBITOR | BOOTH 217

PGIM Real Estate Finance, the commercial mortgage business of PGIM, is an international full-service, commercial and multifamily mortgage finance business with $93.6 billion in assets under management and administration as of March 31, 2018. Leveraging a 140-year history of real estate finance, the company offers one of the most comprehensive lines of real estate finance products and originates loans for Fannie Mae DUS®, Freddie Mac and specialized affordable housing programs; FHA; Prudential’s general account; and other institutional investors.

Mark Eidson Principal, Affordable Originations Mark.edison@pgim.com | 404-704-8919 4350 Fairfax Drive, Suite 700, Arlington, VA 22203 www.pgimref.com

PLANTE MORAN EXHIBITOR | BOOTH 405

Plante Moran is among the nation’s largest certified public accounting and business advisory firms. Its nationally recognized Housing and Community Development Solutions Group is led by professionals from the firm’s real estate, construction, an