fifth annual native american housing conference · the navajo nation case study on “glittering...

1

10/7/2016

11:48 AM

June 6th & 7th, 2016

Disneyland

Disney’s Grand Californian Hotel & Spa

Anaheim, CA

Fifth Annual

Native American Housing

Conference

2

10/7/2016

11:48 AM

Monday, June 6th 7:30 — 8:30am

8:30 — 9:00am

Registration & Continental Breakfast in Sequoia Ballroom D-H

Welcoming Remarks in Sequoia Ballroom A-C

Justin O’Connor President Native Nation Events

Conference Chairmen Remarks

Mike Lettig National Executive, Native American Financial Services & Agribusiness KeyBank

Philip M. Cahill Chief Executive Officer Mohegan Holding Company, LLC.

Russell Begaye President Navajo Nation

What is the economy telling us now? How will the outcome of the Presidential election effect the economy. U.S. equity market, where is it going? What is the strength of the U.S. dollar and how does it effect our trade balance with other countries? Energy market/fossil fuel, is this the new norm? OPEC Update. Why $35 a barrel for oil is not good for the economy. Does this indicate the global economy’s health has

started to fail? Consumer debt, student loans: what is too big to fail next? What should tribes as investors be on the

lookout for now?

Keynote: “Too Big to Fail” An Update on the U.S. Economy-Sequoia Ballroom A-C 9:00 — 9:30am

Keynote Address:

Brian Pennington Partner GoldenTree Asset Management

Bernard Machlovitch Private Wealth Advisor Native American Investment Group Morgan Stanley Private Wealth Management

Introduction By:

9:30 — 10:15am The Science of Success: Economic Development in Action at the Human Level Sequoia Ballroom A-C

At the core of any development, whether it be housing or economic, the interaction between the people who work together to bring about change and growth. Increasing the quality of economic well-being within Indian Country does not happen in a vacuum. Critical to working successfully in collaboration is a deep understanding of the science of individual and group success and how it brings about economic growth. This interactive discussion will include:

The role of personal leadership and self-development in calling forth economic growth. Collaboration and conflict resolution strategies that help groups to focus on real issues that matter to the

community. The Science of Success: What actually causes growth and change and how it’s not what you think. Operating for the good of others vs. operating from personal agendas: The struggle and how to overcome

it.

Stephanie Licata, M.A., A.C.C. Managing Director of Training and Business Development Native Nation Events’—Leadership Solutions Group

Presenter:

Kathy Sutherland Partner & Executive Committee Member GoldenTree Asset Management

3

10/7/2016

11:48 AM Monday, June 6th

Morning Break in Sequoia Ballroom D-H 10:15 — 10:45am

10:45 — 11:45am Funding & Financing Alternatives for Your Housing Projects Wisteria Ballroom

Debra Jones Housing Director Northern Ute Indian Tribe

Annalee Trujillo Executive Director Pala Band of Mission Indians

Presenters:

Carol Burr Executive Director Bois Forte Band of Chippewa

How can your tribe secure funds for your housing project? Utilizing existing dollars to fund projects and navigating the federal government for funding.

Secure funding from sources other than NAHASDA or HUD– what else exists? Direct grants, block grants, loans, and loan guarantees – determine the best options available for you and your tribe.

Section 184 Loan Guarantee Program: What it can do for you and your tribe & understanding the ins and outs.

Understanding how tribes can leverage the various housing tax credit programs from beginning to end.

Moderator:

Casey Cline Development Director Travois

11:45 — 12:45pm Homeownership Education, the Tenant Relationship & Keeping Your Homes Safe Wisteria Ballroom

Preparing your native community for homeownership & educating them on what it entails. Discover what programs exist to help first time homebuyers. What steps are required to qualify for a

mortgage? Learn best practices for sustaining and maintaining a home. Educate tenants on creating a landlord/tenant relationship. How to effectively deal with tenant issues such as paying rent on time, following the rules within the

lease, etc. How to test for drugs in the home & how to remedy situation if drugs are found. Common housing hazards and the impact on the health of native people.

Presenters:

Pete Delgado Executive Director Tohono O'odham Ki:Ki Association

Thomas Burr Realty Manager Bois Forte Band of Chippewa

Moderator:

John T. Moss Chairman & CEO Native American TIO

4

10/7/2016

11:48 AM

Sharie Benson Housing Director Yavapai Apache Nation Tribal Housing Authority

Ronald Boni Executive Director San Carlos Apache Tribal Housing Authority

Annalee Trujillo Executive Director Pala Band of Mission Indians

Allen Lowry Housing Coordinator Pit River Tribe

Monday, June 6th

Robert Albert Board Chairperson Interior Regional Housing Authority

Throughout recent times Native Americans have continued to face some of the worst living conditions in the United States. What needs to be done to create change?

Lack of housing for Native Americans–availability of affordable, decent, safe housing is extremely limited.

Inadequate housing can lead to numerous consequences for individual families and a tribe as a whole.

Families are growing faster than homes can be built.

At least 8.8% of households in Native American communities are overcrowded compared with 3% nationwide.

Multiple federal agencies are trying to end all Native American homelessness both on and off tribal lands.

Land issues obtaining right of ways for water, utility lines, sewers, etc.

Government funding – cutting through the red tape and becoming more self-sufficient.

What impact can the election have on the state of Native American housing?

Proposed HUD Budget for fiscal year FY2017 – The budget has increased funding and support for Indian Country across the board. What will the increase in funds mean for Native America? Is it enough? And can the 2016 election affect this budget?

How do housing and housing programs differ in Alaska?

Roundtable Discussion: The State of Housing in Native America & Looking Towards the Future. Wisteria Ballroom

Presenters:

Rusty Swan Director of Facilities and Housing Programs Kenaitze Indian Tribe

12:45 — 1:45pm Lunch in Sequoia Ballroom D-H

1:45 — 3:00pm

Moderator:

3:00 — 3:15pm Afternoon Break in Sequoia Ballroom D-H

5

10/7/2016

11:48 AM

4:15pm

Monday, June 6th

Monday’s Housing Sessions Conclude

Presenters:

Derrick Watchman Chief Executive Officer Navajo Nation Gaming Enterprise

James Klas Founder & Principal KlasRobinson, Q.E.D.

Crystal Deschinny Division Director Navajo Nation Division of Economic Development

Mary West Executive Director of Development Navajo Nation Gaming Enterprise

We invite and encourage all Housing Conference attendees to join us for the Economic

Development panel on Cannabis in the Sequoia Ballroom A-C or the Tribal Accounting Conference

panel on Title 31 & Your Casino in the Trillium Room.

Nathan Begay Chief Executive Officer Navajo Nation Shopping Centers

3:15 — 4:15pm Building a Sustainable Economy: The Navajo Nation Case Study on “Glittering Mountain”.

Sequoia Ballroom A-C

Master planned sustainable community on 70 acres. Economic hub includes retail, entertainment and office space. Working together with inter-governmental agencies/corporations for the good of the nation. Creation of 370 housing units. The unique way this project is being financed. Targeted focus on revenue and job creation for Navajo Nation Members.

What role does The Twin Arrows Resort play in the successful execution of this project: is this a model other gaming tribes should incorporate into their business plan?

Vision, timeline, management and future projects this has spurred.

Moderator:


6

10/7/2016

11:48 AM Tuesday, June 7th

7:30 — 8:30am

Government Programs Available for Assisting Tribal Housing Authorities Wisteria Ballroom

Identify various government agencies that provide assistance to tribal housing authorities. Two programs authorized under NAHASDA: Indian Housing Block Grant (IHBG)- a formula based grant

program which is one of the main sources of funding for housing assistance in Indian Country, and Title VI Loan Guarantee Program which provides financing guarantees to Indian tribes for private market loans.

Grant uses and qualifications. What does your tribe need to do to be awarded these grants? What type of outreach activities does the government offer to foster a greater understanding of the

programs available to tribes? NAHASDA update: Native American Housing Assistance and Self-Determination Act (NAHASDA)

reauthorization can be another positive step in modernizing current housing. What are the highlights? Important NAHASDA reforms can strengthen a tribe’s ability to design federal housing assistance for

their low income households.

Registration & Continental Breakfast in Sequoia Ballroom D-H

Presenter:

8:30 — 9:15am

Chad Harrison Council Member at Large Standing Rock Sioux Tribe of North & South Dakota

Moderator:

Mike Munson Mortgage Underwriter & HUD-184 Product Manager Cherry Creek Mortgage Company

7

10/7/2016


9:15 — 10:00am Helping Those Who’ve Helped Us – Housing for Our Native American Veterans Wisteria Ballroom

U.S. Department of Housing and Urban Development (HUD) and the Department of Veterans Affairs (VA) have come together and are working with tribes to end veteran homelessness.

More programs are being created to help veterans experiencing homelessness or at risk of experiencing homelessness find housing.

Programs will honor the service and sacrifice of Native American Veterans by providing housing opportunities and other supportive services.

HUD Veterans Affairs Supportive Housing Program (Tribal HUD-VASH) - HUD and VA are awarding $5.9 million in grants and case management and clinical services to 26 tribes for permanent supportive housing services for 500 Native American Veterans.

Veterans Housing Assistance Program Policy (VHAP) - Navajo Housing Authority Board approved this new policy to benefit Navajo veterans, and their annual housing plan will include $3 million for veterans housing.

The Ho-Chunk Nation of Wisconsin has been housing Native Veterans - They opened a $1.5 million facility to aid homeless Ho-Chunk veterans, and funding came mostly from the tribe.

Presenter:

Moderator:

Morning Break in Sequoia Ballroom D-H 10:00 — 10:30am



8

10/7/2016


Accessing the Municipal Bond Market for Tribal Debt Issuances-Sequoia Ballroom A-C 10:30 — 11:30am

Presenters:

Doing More with Less: A Housing Case Study highlighting the Tohono O’odham Ki:Ki Association’s success with the Low-Income Housing Tax Credit (LIHTC) program in Arizona and their plans for the future—Wisteria Ballroom

11:30 — 12:30pm

Casey Cline Development Director Travois

Presenter:

TOKA Homes I – a 40-unit acquisition/rehabilitation project receiving a 2014 allocation of LIHTCs from the Arizona Department of Housing.

Transforming a $590,106 credit allocation into $5,502,188 of equity from The Richman Group. Rehabbing housing to serve some of the lowest income households in Sells, AZ (at or below 40%, 50%

and 60% AMI). Examining the development timeline and understanding what it takes to succeed. The Power of Leveraging. Moving forward – Using the knowledge gained from TOKA Homes I to plan for additional rehabilitation

and future new development.

Geoff Urbina Managing Director Western Regional Manager KeyBanc Capital Markets Inc.

Taxable vs. tax exempt financing: understanding the differences and the benefits for effective project planning.

Structural components needed for a successful issuance: developing a proactive plan to gather and present data effectively.

Compare and contrast a bond deal vs. traditional bank balance sheet financing- structural differences defined.

Credit rating: Understanding requirements, process and how a strong credit rating can allow tribes to diversify their financing options at attractive costs.

Legal implications when entering into the capital market from a variety of instruments such as bank loans, taxable or tax-exempt bonds, high yield notes and more.

How can tribal economic bonds be a source of funding for tribes and housing developments? What are the limitations as far as rental projects, single family income limitations etc..?

What are the advantages of bonds as a borrowing device for housing projects vs, any other government essential service project? What are the program limitations?

In the past years we have heard of the incredible complexity of deals such as the $25 million Fort Apache Arizona financing to build 250 homes. How have current financings been structured so other tribes can easily replicate this model?


Moderator:

Moderator:

Dr. Gavin Clarkson Associate Professor New Mexico State University Department of Finance

Patrick A. Ray Managing Partner Kutak Rock LLP

9

10/7/2016

11:48 AM

Housing Conference Concludes We invite and encourage all Housing Conference attendees to join us for the conclusion of the Native American Economic Development Conferences, or enjoy some time at the parks!

1:30pm

Tuesday, June 7th

We Sincerely Appreciate Your Attendance and

Look Forward To Hearing Your Feedback!

Safe Travels Home!

Lunch in Sequoia Ballroom D-H 12:30 — 1:30pm

3:45pm EXHIBITOR RAFFLE DRAWING Followed by ***GRAND PRIZE DRAWING*** Sequoia Ballroom A-C

Winner will receive One Free Conference Registration to a future Conference or Training, good through June

30, 2017 and a $100 gift card.

***Winner must be Present to win***

fifth annual native american housing conference · the navajo nation case study on “glittering...

Documents