REGISTER NOW SEE WHAT’S HAPPENING · Technical Track for a deep dive into tax and legal issues, the fair housing ruling and asset management pitfalls. We’ll cap off day one with

novoco.com/nolalihtc.php#NovocoLIHTC

Affordable Housing Tax Credit Conference REGISTER NOW

SEE WHAT’S HAPPENINGREGISTER NOW

DiscountRegistration

andHotel RatesEnd Sept. 8

http://www.novoco.com/events/conferences/lihtc/2015/new_orleans/index.php

http://www.novoco.com/marketing/shopping_cart_add.m?item_type=conference&id=884





Thank You to Our Co-Hosts and Sponsors

Sponsors

Co-Hosts

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






THERE HAS NEVER BEEN A BETTER TIME TO FINANCE A LIHTC TRANSACTION. Increasing demand for credits, rising credit prices and decreasing yields have created a strong and stable marketplace for new and experienced LIHTC players.

We invite you and your team members to take part in this robust marketplace at the Novogradac Affordable Housing Tax Credit Conference in New Orleans, Oct. 1-2. This year, we’re expanding our industry-leading event to include breakout sessions, learning groups, two workshops, networking events, 50+ speakers and more. Learn how to glide through the complexities of a LIHTC transaction with innovative techniques and a firm understanding of current trends and legislation.

On Wednesday, Sept. 30, we’re offering two workshops: LIHTC 101: The Basics and LIHTC 202: Year 15 Overview. 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 the new interactive and expanded format of LIHTC 202, which debuted to rave reviews last May.

Among other conference highlights, breakouts are back! On Thursday, attend the Market Trends Track, which will include sessions on new funding sources, RAD transactions and Year 15 strategies. Or explore the Technical Track for a deep dive into tax and legal issues, the fair housing ruling and asset management pitfalls. We’ll cap off day one with a festive reception in the heart of the Big Easy.

We look forward to seeing you there.

George Littlejohn, Co-Chairman, Partner, Austin, Texas Rebecca Arthur, Co-Chairwoman, Partner, Kansas City, Mo.

Let the Good Times Roll

New Orleans, which experiences a milder climate and fewer crowds in the fall, is home to an eclectic melting pot of culture, cuisine and live music. Visit www.neworleansonline.com for recommendations on locally favorite restaurants and attractions.




http://www.neworleansonline.com/



Agenda At-A-Glance (subject to change)

Thursday, Oct. 18–9 a.m. Registration and Breakfast9–9:10 a.m. Welcome9:10–10 a.m. Washington Wire10–10:10 a.m. Break10:10–11 a.m. Affordable Housing Outlook11–11:10 a.m. Break11:10 a.m.–Noon Rebuilding after Disaster: Lessons Learned from

Hurricanes Katrina and SandyNoon –1:15 p.m. Luncheon

Breakout I: Market Trends Track 1:30–2:30 p.m. New Funding Sources for LIHTC Properties2:30–2:45 p.m. Break2:45–3:45 p.m. RAD Transactions–Staying Ahead of the Curve3:45–4 p.m. Break4–5 p.m. Successful Year 15 Strategies

Breakout II: Technical Track1:30–2:30 p.m. Fair Housing and the LIHTC2:30–2:45 p.m. Break2:45–3:45 p.m. Hear from the Experts: Tax and Legal Issues3:45–4 p.m. Break4–5 p.m. LIHTC Asset Management

5–6:30 p.m. Novogradac Affordable Housing Tax Credit Conference Reception

Friday, Oct. 28–9 a.m. Breakfast9–9:15 a.m. Keynote Address9:15–10:30 a.m. Debt and Equity Outlook: What’s in Store for 2016?10:30–10:40 a.m. Break10:40–11:30 a.m. Operating Expense Update for LIHTC Properties






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

Wednesday, Sept. 30, 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–1:00 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 202: Year 15 Overview (subject to change)$295 with conference registration, $395 workshop only

Throughout the workshop there will be group breakout sessions where the panelist will compare the topics discussed to actual documents. Attendees are highly encouraged to bring copies of their partnership agreements and other documents related to Year 15 to use during the breakout sessions.

Wednesday, Sept. 30, 9 a.m.–3 p.m.9–10 a.m. Special Rules for Nonprofit Right of First Refusal10–10:50 a.m. Understanding the Economics of the Limited Partner Exit10:50–11 a.m. Break11 a.m.–Noon Buying Property vs Buying LP Partnership InterestNoon–1 p.m. Lunch1–1:30p.m. Early Exit by Limited Partner1:30–1:50 p.m. Resyndication1:50–2 p.m. Break2–2:30 p.m. Qualified Contracts2:30–3 p.m. Planning for Year-15 in Year 1






Conference Agenda (subject to change)

Thursday, Oct. 18–9 a.m.Registration and Breakfast

9–9:10 a.m.Welcome

GEORGE LITTLEJOHN Novogradac & Company LLP

REBECCA ARTHUR Novogradac & Company LLP

9:10–10 a.m.Washington WireHear about important tax reform proposals, including an update on proposed legislation to create a minimum rate for the low-income housing tax credit (LIHTC). 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

RICK LAZIO Jones Walker

RICHARD GOLDSTEIN Nixon Peabody

10–10:10 a.m.Break

10:10–11 a.m.Affordable Housing OutlookContinue the tax-reform conversation as we discuss in more detail the topics addressed in the Washington Wire. Our policy experts will further explore tax reform in regard to what to expect from President Obama, U.S. Department of Housing and Urban Development (HUD) budgets, how these issues could affect the affordable housing community and practical next steps.

PETER LAWRENCE Novogradac & Company LLP

ORLANDO CABRERA Squire Patton Boggs

JEFF WHITING City Real Estate Advisors

MICHAEL GABER WNC & Associates

11–11:10 a.m.Break

New! Attend a Learning Group Expand your conference experience by participating in structured peer dialogue. The groups will meet during breakfast and breaks to discuss panel takeaways. Attendees will have the opportunity to clear up any remaining questions from sessions with their peers. Take our survey if you plan to participate.




https://www.surveymonkey.com/s/V85WXH3




Thursday, Oct. 111:10 a.m.–NoonRebuilding after Disaster: Lessons Learned from Hurricanes Katrina and SandyAug. 29th marked 10 years since New Orleans was hit by Hurricane Katrina. Both Katrina and 2012’s Hurricane Sandy were tragedies, but they also created opportunities to rethink how the affordable housing community finances and delivers much-needed housing in a stressed environment. Unfortunately, these two storms won’t be the last natural disasters from which we will have to recover. Join our panelists as they discuss the lessons learned from these two natural disasters. They will discuss how to better advocate for effective housing responses in the aftermath of such tragedies, where the investment/developer opportunities are, and what specific products, if any, should be developed to address the needs of a community in recovery.

RICK LAZIO Jones Walker

AMANDA WELLS Jones Walker

MICHELLE WHETTEN Enterprise Community Partners

MATTHEW SCHWARTZ The Domain Companies

ANDY KOPPLIN First Deputy Mayor and Chief Administrative Officer, City of New Orleans

Noon–1:15 p.m.Luncheon

BREAKOUT 1: MARKET TRENDS TRACK1:30–2:30 p.m.New Funding Sources forLIHTC Properties Panelists will discuss newly funded sources for affordable housing, including new state housing tax credits, the Veteran’s Housing and Homeless Prevention Program, and HUD’s Section 811 Project Rental Assistance Demonstration. These sources provide gap loans and operating assistance for many LIHTC developments.

CHRISTINA APOSTOLIDIS Novogradac & Company LLP

PATRICK SHERIDAN Volunteers of America

ARON WEISNER Enterprise

STEVEN LEBLANC Stonehenge Capital Company, LLC

TIM CANTWELL Cloudbreak Communities

2:30–2:45 p.m. Break







Thursday, Oct. 12:45–3:45 p.m.RAD Transactions– Staying Ahead of the CurveHUD’s Rental Assistance Demonstration (RAD) program is a crucial part of affordable housing’s future. Learn about key RAD goals, what the latest HUD guidance means for the future and what’s next for those that are newly authorized.

REBECCA ARTHUR Novogradac & Company LLP

JEFF WEISS Alden Torch Financial LLC

PAUL WEISSMAN Hunt Mortgage Group

KIMBERLY TAYNTON Paragon Mortgage Corporation

GERALD CICHON Housing Authority of the City of El Paso

3:45–4 p.m.Break

4–5 p.m.Successful Year 15 StrategiesAs LIHTC properties reach the end of their Year 15 compliance period, our panelists discuss specific issues faced by syndicators, housing finance organizations and affordable housing organizations. Hear the best strategies organizations use to transfer ownership of LIHTC properties in regard to restructuring the ownership of the property, how to keep units affordable and best practices for investor compensation.

BRADELPHICK Novogradac & Company LLP

BARRY J. PALMER Coats Rose

DAVID SEBASTIAN Wentwood Capital Advisors

DANA NEWMAN Pillsbury Winthrop Shaw Pittman LLP

TIM FLINT Tax Credit Group of Marcus & Millichap

ALISA KENNEDY Dentons







Thursday, Oct. 1BREAKOUT 2: TECHNICAL TRACK1:30–2:30 p.m.Fair Housing and the LIHTCLearn which fair housing laws are applicable to LIHTC properties. Panelists will closely examine the recent Supreme Court “disparate impact” ruling, HUD’s final rule on Affirmatively Furthering Fair Housing and their potential effect on future developments and allocation policies.

MARK SHELBURNE Novogradac & Company LLP

SHAWN WHITNEY Spencer Fane

STACY SEICSHNAYDRE Tulane University Law School

TONI JACKSON Jones Walker

LISA KRIGSTEN Dentons

2:30–2:45 p.m.Break

2:45–3:45 p.m.Hear from the Experts: Tax and Legal Issues Panelists will help you understand the complexities of important affordable housing tax and legal issues. This panel will address investment terms and tax issues affecting future development and deal structure.

JON KRABBENSCHMIDT Novogradac & Company LLP

HOLLYHEER Barnes & Thornburg LLP

THOMAS STAGG Novogradac & Company LLP

ALISA KENNEDY Dentons

3:45–4 p.m. Break

4–5 p.m.LIHTC Asset ManagementAsset management is a critical component to successful LIHTC investing. Experts will discuss recent trends, common pitfalls in LIHTC asset management and what kinds of resources are required to manage LIHTC assets.

CHARLIE RHUDA Novogradac & Company LLP

SHAWN MCKENNA Prolink Solutions

DEBORAH WELCHEL UAH Property Management

MIKE SUGRUE StoneLeaf Companies

5–6:30 p.m.Novogradac Affordable Housing Tax Credit Conference Reception







Friday, Oct. 28–9 a.m.Breakfast

9–9:15 a.m.Keynote Address

REP. LYNN JENKINS R-Kan., 2nd District

9:15–10:30 a.m.Debt and Equity Outlook: What’s in Store for 2016?Attend this session to discuss what’s in store for the debt and equity markets in 2016. Panelists will identify three debt and equity issues and then join the audience in smaller group settings for discussion. Learn from the room of experts when panelists reconvene on stage and share the audiences’ findings.

GEORGE LITTLEJOHN Novogradac & Company

JAY SEGEL R4 Capital

RAY LANDRY Davis-Penn Mortgage Company

DAVID DILL Stifel

DARRICK METZ WNC & Associates

MARK RAGSDALE PNC Bank

MICHAEL RAMIRES The Richman Group

10:30–10:40 a.m.Break

10:40–11:30 a.m.Operating Expense Update for LIHTC PropertiesHear about regional and national operating expense trends and find out what type of data can help benchmark your portfolio, rents trends and cap rate trends.

BLAIR KINCER Novogradac & Company LLP

KEN FURTAW WRH Realty Services, Inc.

JENNIFER KELLY-SAEGER US Bank

ADAM ROSE Travois






Sponsorship Information

Sponsorship levelsSponsoring a Novogradac conference is a cost-effective and targeted method to reach the affordable housing 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 affordable housing 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: $5,500Put 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, TN 37219-2417. Website: www.nasba.org.

Workshop RatesWith

Conference Registration

Workshop Only

Online Registration

LIHTC 101: The Basics $295 $395 REGISTER

LIHTC 202: Year 15

Overview$295 $395 REGISTER

Conference RatesEarly Bird

(ends Sept. 8)After Early

BirdOn-Site

Online 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 InformationThe Roosevelt New Orleans

Room Rate Cutoff Date

$265/night, plus tax Sept. 8

Novogradac & Company LLP has secured a limited room block at The Roosevelt New Orleans. To make a reservation, call 504.648.1200 and identify yourself as an attendee of the Novogradac Affordable Housing Tax Credit Conference to secure the discounted rate. The limited block of rooms will be held until Tuesday, Sept. 8, 2015.

Reservations made after Sept. 8, 2015, 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.




Documents

REGISTER NOW SEE WHAT’S HAPPENING · Technical Track for a deep dive into tax and legal issues, the fair housing ruling and asset management pitfalls. We’ll cap off day one with