| 8:00 a.m. - 9:00 a.m. |
Registration and Networking Breakfast |
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| GENERAL SESSION |
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| 9:00 a.m. - 9:50 a.m. |
Welcome and Introductions |
| 9:50 a.m. - 10:20 a.m. |
Keynote Address – Representative Phil English, R-Pa., Member, House Ways and Means Committee |
| 10:30 a.m. - 11:20 a.m. |
Beltway Reflections
- Michael Novogradac, Novogradac & Company LLP
- Ben Dupuy, The Cypress Group
- Bob Rapoza, Rapoza Associates
- Herb Stevens, Nixon Peabody LLP
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| 11:30 a.m. - 12:20 p.m. |
Looking Back with the CDFI Fund: A Mid-Year Review
The March 5 allocation application deadline is a thing of the past, QEI issuance is looming and industry professionals are charging full speed ahead with projects. In the midst of all this, we invite you to stop, catch your breath and review the first half of 2008 with the CDFI Fund and other NMTC experts. Attend this session to hear the latest on applications, allocations and reporting and the status of targeted population regulations, meeting non-metro area requirements and other NMTC related news.
- Diana Letsinger, Novogradac & Company LLP
- Kermit Billups, Capmark Finance Inc.
- Jerry Breed, Powell Goldstein
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| 12:30 p.m. - 1:50 p.m. |
Keynote Luncheon Speaker
- Senator Gordon Smith, R-Ore., Member, Senate Finance Committee
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| 2:00 p.m. - 2:50 p.m. |
The Nuts and Bolts of Deal Structuring
Considering the diverse aspects, perspectives and intricacies of an NMTC deal, closing these transactions requires a remarkable number of skills and knowledge, to say nothing of artful negotiation. So we’ve designed this panel to accommodate 30 minutes of interaction with the panel’s experts. Bring your questions on negotiating deal structures, tax issues, exist strategies, and all matters related to deal negotiations.
- Scott Lindquist, Sonnenschein Nath & Rosenthal LLP
- Wanda Clark, Wachovia Community Development Finance
- Steven Mount, Squire Sanders & Dempsey LLP
- Donna Rodney, Powell Goldstein LLP
- Michael Sanders, Blank Rome LLP
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| 3:00 p.m. - 3:50 p.m. |
The How-To’s of Small Business Lending
With so many NMTCs allocated to real estate deals, it’s easy to overlook the importance and value of using NMTCs to finance small businesses lending. Small business lending may be more difficult but the community impacts may be great. Panelists at this session will discuss how they put together winning deals, how they managed the challenges, and how others can become part of successful small business lending endeavors. We’re leaving 30 minutes for our experts to answer your questions on this important topic.
- Randy Kahn, Capmark Securities, Inc.
- Kevin Goldsmith, JPMorgan Chase
- Neal Sacon, United Fund Advisors
- Laura Vowell, US Bank
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| 4:00 p.m. - 4:50 p.m. |
Developers and CDEs—Building Symbiotic Rapport
There are many factors to consider when developers and CDEs connect on a transaction. Let our panelists take you through the process, from identifying the ideal CDE with which to partner and then on through the steps needed to “sell” a CDE on your project, structure a partnership and negotiate an outcome. The developers and CDE representatives on this panel welcome your interaction on this important topic.
- John Sciarretti, Novogradac & Company LLP
- Kristin DeKuiper, Holland & Knight LLP
- Suzanne Brown, Enterprise Community Investments
- Jonathan Kaden, Sonnenschein Nath & Rosenthal LLP
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| 5:00 pm – 6:30 pm |
Networking Reception |
| 8:00 a.m. - 9:00 a.m. |
Ask the Experts: A Q&A Session
Join us for breakfast and an informal roundtable with NMTC industry leaders.
- Owen Gray, Novogradac & Company LLP (moderator)
- Greg Doran, Nixon Peabody LLP
- Scott Lindquist, Sonnenschein Nath & Rosenthal LLP
- Cam Turner, United Fund Advisors
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| 9:00 a.m. - 9:50 a.m. |
The Who’s Who and What’s What in Rural Areas
The NOAA has been released and applicants have committed to financing rural development using NMTCs. Learn what’s planned, who’s doing what deals and why, how you can take advantage of the CDFI fund’s rural imperative, and the issues and challenges related to rural development.
- Owen Gray, Novogradac & Company LLP (moderator)
- Tom Kibbey, Squire Sanders & Dempsey LLP
- Marc Hirshman, US Bancorp
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| 10:00 a.m. - 10:50 a.m. |
Under the Microscope – The Evolution of an NMTC Project
From start to finish, an NMTC project requires much attention, nurturing and at times prodding. The experts on this panel will look at a single successful NMTC transaction, from its early days to its culmination, examining the factors that were taken into account, analyzing the decisions that guided the developers and scrutinizing the features that assured the deal was brought to a profitable conclusion.
- Karen Williams, Lane Powell PC (moderator)
- Kermit Billups, Capmark Securities, Inc.
- Jim Howard, TransCapital
- Darryl Jacobs, Levenfeld Pearlstein LLC
- Jared Minkoff, Polsinelli Shalton Flanigan Suelthaus PC
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| 11:00 a.m. - 11:50 a.m. |
Financing Options for Turbulent Times
Read the front page of any business section of any major newspaper across the country and you’ll learn of major financial firms that have liquidity issues. Many of them have been NMTC investors. You won’t want to miss this session to hear how the subprime and capital market issues are affecting investor appetite for NMTCs.
- Brad Elphick, Novogradac & Company LLP
- Greg Doran, Nixon Peabody LLP
- Joel Superfon, TransCapital
- Matt Reilein, JPMorgan Chase
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| 12:00 p.m. |
Conference Concludes |
