New Markets Tax Credit Investors Conference

October 22-23, 2009
Chicago, Ill.
Swissôtel
Thursday: 9:00 a.m.-5:00 p.m. • Friday: 9:00 a.m.-12:00 p.m.

Early Bird Special! Register by September 26, 2009 and receive $50 off the registration price.


Click here to download the online brochure in PDF

Agenda

Thursday, October 22, 2009

Day One
8:00 a.m. Registration and Continental Breakfast
9:00 a.m. - 9:15 a.m.

Keynote Address
Christine Raguso, Chicago Development Fund

9:15 a.m. - 9:50 a.m.

Welcome and Introductions

10:00 a.m. - 10:50 a.m. Beltway Reflections
11:00 a.m. - 11:50 p.m. Rules, Regulations and Awards
  • Status of  proposed regulations
  • Targeted populations and safe harbor provisions
  • Recap of allocated awards and other CDFI Fund news
12:00 p.m. Keynote Speaker Luncheon
2:00 p.m. - 2:50 p.m. State of the NMTC Capital Markets  
  • Current and forecasted investor appetite
  • Lender considerations in troubled times
  • Types of projects being done today        
CONCURRENT SESSION I  
3:00 p.m. - 3:50 p.m. Uncovering New Sources of Funds
  • The CRA On a Comeback Trail
  • Non-national banks/community banks
  • Equity funds
4:00 p.m. - 4:50 p.m. Foreclosures
  • Minimizing recapture risk
  • Loan modifications
  • Working with at-risk borrowers
CONCURRENT SESSION II  
3:00 p.m. - 3:50 p.m. Combining NMTCs with PTCs and ITCs
  • Converting the PTC to the ITC
  • Grants in lieu of
4:00 p.m. - 4:50 p.m.

Leveraged Loans and Uncle Sam

  • HUD Section 108
  • USDA
  • Other government programs            
5:30 p.m. - 8:30 p.m.

Networking Reception
Off-site at Soldier Field

9:30 p.m.

Night Cap Reception
Lobby Lounge at Swissotel

sponsored by

Friday, October 23, 2009

Day Two
8:00 a.m. Networking Breakfast
9:00 a.m. - 9:50 a.m. Leveraged Loans and Amortization
  • Leverage lender desires for amortization
  • Leveraged loan participants
  • Sinking funds
10:00 a.m. - 10:50 a.m. Financing Transactions with Multiple CDEs
  • Identifying and attracting CDEs to your project
  • Managing interests of multiple parties
  • How to minimize costs and accelerate timelines
11:00 a.m. Conference Concludes