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Tax Credit Housing Finance Conference REGISTER NOWNovogradac 2015

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Thank You to Our Co-Hosts and Sponsors

Sponsors

Co-Host

Join the premiere exhibition space for LIHTC services and products Contact Carol Hough at [email protected] or 415.356.8040






JOIN US AS WE SEND 2015 OFF ON A HIGH NOTE BY INVITING THE INDUSTRY’S TOP

EXECUTIVES to lead a wide-ranging format of sessions, workshops and more at the

Novogradac Tax Credit Housing Finance Conference in Las Vegas, Dec. 3-4.

Stay on top in the competitive landscape of LIHTC financing by learning the best practices to

execute transactions under current pricing and terms, investor expectations, and rising interest

rates. On Thursday, attend the new “Equity Marketplace Trends to Watch for in 2016” panel

to hear about the forces driving the market, then learn common pitfalls and how to combine

financing during Friday’s “Debt Market Spotlight Panel.”

Among other conference highlights, breakouts are back. Experts will provide technical and

strategic insight into the industry’s hot-button issues, including Year 15 transitions, new funding

sources for gap loans, general partner interest valuation and compliance pitfalls. We’ll cap off the

first day with a networking reception overlooking the Las Vegas strip.

Don’t forget we’re offering two workshops Wednesday, Dec. 2: LIHTC 101: The Basics and LIHTC

301: Advanced LIHTC Financing. During LIHTC 101, experts will focus on topics newcomers

need to know to thrive, including program essentials, tax credit calculations and acq/rehab

investments. More seasoned professionals will enjoy LIHTC 301, which provides an in-depth

overview of LIHTC financing.






Agenda At-A-Glance (subject to change)

Thursday, Dec. 38 – 9 a.m. Registration and Breakfast9 – 9:15 a.m. Welcome9:15 – 10:30 a.m. Capitol Hill Update10:30 – 10:45 a.m. Break10:45 – Noon Equity Marketplace Trends to Watch for in 2016Noon – 1:30 p.m. Luncheon

CONCURRENT SESSION 11:45 – 2:45 p.m. Year 15 Issues for a LIHTC Partnership2:45 – 3 p.m. Break3 – 4 p.m. Purchasing Property or Partnership Interests4 – 4:10 p.m. Break4:10 – 5 p.m. Current Compliance Issues

CONCURRENT SESSION 21:45 – 2:45 p.m. Year 15 Strategies for Nonprofits2:45 – 3 p.m. Break3 – 4 p.m. HUD Program Updates4 – 4:10 p.m. Break4:10 – 5 p.m. New Funding Sources for LIHTC Properties

5 – 6:30 p.m. Reception

Friday, Dec. 48 – 9 a.m. Breakfast9 – 9:30 a.m. Closing Address: Sen. Dean Heller, R-Nev.9:30 – 10:30 a.m. Debt Market Spotlight10:30 – 10:40 a.m. Break10:40 – 11:40 a.m. Maximizing Tax Credits in an LIHTC Acq/Rehab Deal11:40 a.m. Closing






LIHTC 101: The Basics (subject to change)$295 with conference registration, $395 workshop only

Wednesday, Dec. 2, 9 a.m. – 4 p.m.8 – 9 a.m. Registration and Breakfast9 – 9:55 a.m. Intro and Housekeeping, Affordable Housing Overview9:55 – 10:05 a.m. Break10:05 – 10:55 a.m. How Tax Credits are Calculated (including 9% vs. 4% credits)10:55 – 11:05 a.m. Break11:05 a.m. – Noon Typical Ownership Structure and Project TimelineNoon – 1 p.m. Luncheon1 – 1:55 p.m. Project Timeline (Continued)1:55 – 2:05 p.m. Break2:05 – 2:55 p.m. Acq/Rehab Deals, Program Rules and Avoiding Recapture2:55 – 3:05 p.m. Break3:05 – 4 p.m. Program Rules and Avoiding Recapture (Continued), Conclusion/Wrap-Up

LIHTC 301: Advanced LIHTC Financing (subject to change)$295 with conference registration, $395 workshop only

Wednesday, Dec. 2, 9 a.m. – 3 p.m.

8 – 9 a.m. Registration and Breakfast9 – 9:15 a.m. Welcome and Introduction9:15 – 10:30 a.m. Sources and Uses, Eligible Basis Issues, and Taxable Income10:30 – 10:45 a.m. Break10:45 a.m. – Noon First-Year Credit Calculation, Internal Rate of Return and 704(b) IssuesNoon – 1 p.m. Luncheon1 – 2 p.m. Revenue and Expenses, Equity Market1:50 – 2 p.m. Break2 – 3 p.m. Year 15 Options, Historic Boardwalk Case3 p.m. Workshop Concludes






Conference Agenda (subject to change)

Thursday, Dec. 3 8 – 9 a.m.Registration and Breakfast

9 – 9:15 a.m.Welcome

MIKE MORRISON Novogradac & Company LLP

9:15 – 10:30 a.m.Capitol Hill UpdateHear about important tax reform proposals, including updates on the Senate Finance Committee’s proposed tax extenders. Delve also into key state legislation such as California’s state LIHTC bills. Experts, who are working with advocates in Congress, provide their outlook on the LIHTC’s future.

MICHAEL NOVOGRADAC Novogradac & Company LLP

ORLANDO CABRERA Squire Patton Boggs LLP

DAVID GASSON, Boston Capital

RICHARD GOLDSTEIN Nixon Peabody LLP

RICK LAZIO Jones Walker

10:30 – 10:45 a.m.Break

10:45 – NoonEquity Marketplace Trends to Watch for in 2016Investors and syndicators provide perspective on what’s driving the equity market. They preview the year ahead, and share tips on ways to raise equity. Panelists will also discuss trends and share their ideas on investment structuring.

BRAD ELPHICK Novogradac & Company LLP

JANA BARBE Dentons

OMAR CHAUDHRY Alden Torch Financial LLC

DARRICK METZ WNC & Associates

RAOUL MOORE Enterprise Community Investment, Inc.

MICHAEL RAMIRES The Richman Group

RONNE THIELEN R4 Capital

Noon – 1:30 p.m.Luncheon







Thursday, Dec. 3 CONCURRENT SESSION 11:45 – 2:45 p.m.Year 15 Strategies for a LIHTC PartnershipYear 15 planning for a low-income housing tax credit (LIHTC) partnership starts even before the development is placed in service. Our panelists will cover the major Year 15 issues that a LIHTC partnership should consider during its initial project structuring, as well as the exit strategies available for investors and general partners in Year 15 and their tax consequences. Our expert developers and investors will discuss how a LIHTC partnership can be best prepared for Year 15.

ALVIN LEE Novogradac & Company LLP

TIM FLINT Tax Credit Group of Marcus & Millichap

CLIFF MCDANIEL ARA National Affordable Housing

SHAWN MCKENNA ProLink Solutions

THOMAS MORTON Pillsbury Winthrop Shaw Pittman LLP

2:45 – 3 p.m.Break

3 – 4 p.m.Purchasing Property or Partnership InterestsThinking of buying or selling your general partner (GP) interest in an affordable housing partnership? Come hear industry experts discuss what should be done when performing due diligence and what pitfalls to avoid. Listen to the panel discuss how to value a GP interest.

BRAD WEINBERG Novogradac & Company LLP

JIM KROGER Novogradac & Company LLP

TOM MANGUM Wentwood Capital Advisors

NICKI COMETA Affirmed Housing

4 – 4:10 p.m.Break







Thursday, Dec. 3 CONCURRENT SESSION 1 (CONT.)4:10 – 5 p.m.Current Compliance IssuesComplying with federal and state rules for affordable housing rental properties is a rigorous endeavor, as regulations are updated and definitions evolve. Hear how to apply guidance from the IRS’s LIHTC Audit Technique Guide or HUD’s hold harmless rules to keep your LIHTC property in compliance.

GEORGE LITTLEJOHN Novogradac & Company LLP

MIKE SUGRUE StoneLeaf Companies

MIKE PRICE Travois

DIRK WALLACE Novogradac & Company LLP

CONCURRENT SESSION 21:45 – 2:45 p.m.Year 15 Strategies for NonprofitsOur panelists discuss key issues in the fight to preserve affordable housing. Nonprofits can learn different strategies to remove the limited partner, including the right of first refusal and refinancing. Exit taxes and project/partnership issues will also be addressed.

WARREN SEBRA Novogradac & Company LLP

BILL TRUAX Community Development, Inc.

PHIL MELTON Bellwether Enterprise Real Estate Capital, LLC

THOMAS VANDIVER Dentons

2:45 – 3 p.m.Break







Thursday, Dec. 3 CONCURRENT SESSION 2 (CONT.)3 – 4 p.m.HUD Program UpdatesHear updates regarding recent HUD programs, specifically proposed cuts to the HOME program funding, increases in the cap of RAD program public housing units and RAD conversions.

LUCKY BHARDWAJ Novogradac & Company LLP

MONICA SUSSMAN Nixon Peabody

TED TOON U.S. Department of Housing & Urban Development

PAUL WEISSMAN Hunt Companies

ERIC NOVAK Praxis Consulting Group LLC

4 – 4:10 p.m.Break

4:10 – 5 p.m.New Funding Sources for LIHTC PropertiesPanelists will discuss new funding sources for affordable housing, including new state housing tax credit programs, creative financing solutions for new money or refinancing opportunities, as well as gap financing and operating assistance for many LIHTC developments.

PAUL CHARRON Novogradac & Company LLP

HAMPTON MALLIS Sugar Creek Capital

TAMMY OFEK CapM Funding

MATHEW WAMBUA RHR Funding LLC

HELEN FEINBERG RBC Capital Markets

5 – 6:30 p.m.Reception







Friday, Dec. 48 – 9 a.m.Breakfast

9 – 9:30 a.m.Closing Address

SEN. DEAN HELLER R-Nev.

9:30 – 10:30 a.m.Debt Market SpotlightGain expert insight into how to navigate different types of debt financing. Discover which types of financing work together best for certain investments. Panelists will compare aspects of 9 percent LIHTC transactions to acquisition/rehabilitations and 4 percent tax-exempt bond investments.

NICOLO PINOLI Novogradac & Company LLP

KENJI TAMAOKI Prudential

THOMAS VANDIVER Dentons

DAKAR GIBBS Bank of America Merrill Lynch

MATT ZARLENGO Community Development Trust

10:30 – 10:40 a.m.Break

10:40 – 11:40 a.m.Maximizing Tax Credits in an LIHTC Acq/Rehab DealPanelists uncover and discuss the issues associated with acquiring existing residential rental real estate for the purpose of rehabilitating it under the low-income housing tax credit (LIHTC) program.

JOHN COLE Novogradac & Company LLP

DOMINICK BUFFA First Sterling Financial

MICHAEL SNOWDON Highridge Costa Housing Partners

K. NICOLE FLORES City Real Estate Advisors, Inc.






Sponsorship Information

Sponsorship levelsSponsoring a Novogradac conference is a cost-effective and targeted method to reach the LIHTC community. Our sponsorships offer a prime opportunity to establish your company as a leader in the industry, while creating pre- and post-event exposure.

Increase the visibility of your companyJoin the premiere exhibition space for LIHTC services and products

Made-To-Order (M-T-O) Promotional ProductsPromote your brand among conference attendees with M-T-O products. Visit our sponsorship page for complete details. *Sponsorship subject to availability

Reception: $9,000Receive prominent recognition on signage and place your logo on cocktail napkins and/or coasters.

Wi-Fi: $8,500Help attendees connect by providing Wi-Fi access and printing.

Luncheon: $7,000Highlight your company at the networking luncheon with your logo on the tabletop tent card.

Hotel Keycard: $6,500Display your company logo on hotel keycards distributed to attendees.

Breakfast: $6,000Start attendees off on a productive note with your logo on paper cups, cup sleeves or napkins.

Conference Manual: $6,000Place your logo on the front cover of our conference manual.

Conference Notepad: $5,500 Put your logo on the conference notepad received by all attendees. Charging Station: $5,500Energize our attendees by sponsoring the charging station.

Postable Note: $4,000Place your logo on the conference postable notepad received by all attendees.

Conference Co-Host $10,000Sponsor $4,000-$9,000Select Sponsor $5,000Supporting Sponsor $3,500Exhibitor Space $2,000

Sponsorships may include free or discounted registrations.

Contact Carol Hough at [email protected] or 415.356.8040




http://www.novoco.com/sponsorships/index.php



AccreditationNovogradac & Company LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, Tenn. 37219-2417. Website: www.nasba.org.

Workshop RatesWith

Conference Registration

Workshop Only

Online Registration

LIHTC 101: The Basics $295 $395 REGISTER

LIHTC 301: Advanced LIHTC

Financing$295 $395 REGISTER

Conference RatesEarly Bird

(ends Nov. 11)

After Early Bird

On-SiteOnline

Registration

Corporate $625 $725 $750REGISTER

NOWNonprofit $525 $625 $650

Questions? Contact the Events DeskTelephone: 415.356.7970 Email: [email protected]

Registration Cancellation PolicyAll cancellations must be made in writing and must be received no later than ten (10) days before an event. A $100 administrative fee will be deducted from all refunds. We regret that we cannot refund cancellations made within 10 days of the conference or to registrants who do not attend the conference. Confirmed registrants who fail to attend and do not cancel will be charged the entire registration fee.

Registration









Hotel InformationMandarin Oriental Las Vegas

Room Rate Cutoff Date

$195 + $15 resort fee + tax/night Nov. 11

Novogradac & Company LLP has secured a limited room block at The Mandarin Oriental Las Vegas. To make a reservation, call 702.590.8881 Monday-Friday, 8 a.m. – 7 p.m. PST or Saturday-Sunday, 9 a.m. – 5 p.m. PST and identify yourself as an attendee of the Novogradac Tax Credit Housing Finance Conference to secure the discounted rate. Calls outside the designated times will be directed to the central reservation line where they do not have access to the offered group rates.

A limited block of rooms will be held until Nov. 11.

Reservations made after Nov. 11 will be accepted on a space-available basis only and cannot be guaranteed at the discount rate.

Special AssistanceOur conference facilities are in compliance with the Americans with Disabilities Act (ADA). Please contact Alex Bernard at 415.356.7627 or [email protected] if you require assistance.




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