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Home / Events / Conferences / 2010 / San Diego

New Markets Tax Credit Conference

January 28-29, 2010
Hard Rock Hotel, San Diego, Calif.
Thursday: 9:00 a.m.-5:00 p.m. • Friday: 9:00 a.m.-12:00 p.m.

Day One

8:00 a.m. - 9:00 a.m.	Registration and Networking Breakfast

9:00 a.m. - 9:50 a.m.	Welcome and Attendee Introductions
10:00 a.m. - 10:50 a.m.	Beltway Reflections
11:00 a.m. - 11:50 a.m.	Impact of and Response to the Capital Markets Soft money Filling financial gaps Deals being done Considerations made when putting deals together
12:00 p.m. - 1:50 p.m.	Keynote Speaker Luncheon
2:00 p.m. - 2:50 p.m.	Tips for Closing Transactions Overcoming obstacles and critical success factors Managing the conflicting interest of investors, lenders and developers Overcoming closing compliance issues Challenges presented by multiple CDE deals Beginning with the end in mind
3:00 p.m. - 3:50 p.m.	Formulating Success – How the HTC and the NMTC Add Up Structuring alternatives of “twinning” the credits Navigating the tax and compliance issues that come into play Leveraging and bridging strategies Exit strategies Economic substance issues
4:00 p.m. - 4:50 p.m.	NMTC Compliance Requirements Deal closing and periodic compliance concerns What to watch out for when QALICBs go bad Meeting the substantial rehabilitation threshold Review of CIIS reporting requirements Being prepared for the CDFI Fund site visit
5:30 p.m. - 8:00 p.m.	Networking Reception
8:00 p.m.	Day One Concludes

Day Two

8:00 a.m. - 9:00 a.m.	Registration and Networking Breakfast
9:00 a.m. - 9:50 a.m.	Municipalities and NMTCs As leveraged lender As sponsor of projects Support for redevelopment plans Support for tax increment financing Support for HUD 108 loans
10:00 a.m. - 10:50 a.m.	Insolvent or Bankrupt QALICBs Navigating the tax and compliance issues Redemption Substantially-all Allocation agreement provisions Lessons learned from deals gone bad Traps for the unwary Planning for the worst case Restructuring vs. Foreclosure
11:00 a.m. - 11:50 a.m.	Back End Structuring Put/call considerations Strategies for devaluing the call Planning opportunities to address the exit tax Structuring QLICIs to facilitate exit strategies True debt concerns Economic substance issues
12:00 p.m.	Conference Concludes