Agenda

Thursday, June 10, 2010

8:00 a.m.
Registration and Continental Breakfast

9:00 a.m. - 9:40 a.m.
Welcome and Introductions

9:40 a.m. - 11:00 a.m.
Washington Wire

  • Healthy Food Initiative
  • Codification of the Economic Substance Doctrine
  • Extension of the NMTC program
  • Capital Magnet Fund
  • AMT Offset

11:00 a.m. - 11:15 a.m.
Networking Break

11:15 a.m. - 12:15 p.m.
Mid-Year Review - CDFI fund

  • Recap the first half of 2010 with the CDFI Fund
  • CDFI Fund data collection and evaluation plan
  • Status of applications and allocations
  • Latest industry news, Treasury guidance and other program matters

12:15 p.m. - 2:00 p.m.
Lunch & Keynote Speaker
Congressman Pat Tiberi (R-Ohio)
Member, House Ways & Means Committee

2:00 p.m. - 2:45 p.m.
Technical Q&A with the Experts
Bring your issues to this panel of experts, on-hand to answer all of your questions, and learn from those of others.

2:45 p.m. - 3:00 p.m.
Networking Break

3:00 p.m. - 4:15 p.m.
Governmental Funds and NMTCs

  • HUD/FHA financing
  • Tax-exempt bonds as leveraged debt
  • Recovery zone bonds
  • Government agencies as leveraged lenders
    • General principles to resolve problems
    • Loan administration agreements
    • Grants vs. loans

4:15 p.m. - 4:30 p.m.
Networking Break

4:30 p.m. - 5:30 p.m.
The Art of the Deal: Taking Control

  • Practical lessons learned in keeping transactions on track and costs under control
  • Effectively managing the interests of multiple parties
  • Maximizing subsidy while managing complexity – hitting the right balance
  • Avoiding deal fatigue

5:30 p.m. - 7:00 p.m.
Networking Reception
Westin City Center
Hosted by: Novogradac & Company LLP

10:00 p.m.
Nite Cap Reception
Westin City Center, Liquid 14
Hosted by: Ginsberg Jacobs LLC and Tellurian Partners


 

Friday, June 11, 2010

8:00 a.m.
Registration and Networking Breakfast

9:00 a.m. - 9:15 a.m.
Keynote Speaker
Congressman Earl Blumenauer (D-Ore.)
Member, House Ways & Means Committee

9:15 a.m. - 10:15 a.m.
Exit Strategies: The Time has Come

  • Practical experiences as early NMTC deals unwind
  • Issues and tax consequences that come into play during Year 7
  • Take-out financing in today's market
  • Planning opportunities to mitigate burdensome tax consequences at exit
  • Strategies employed by investors, CDEs and developers when unwinding a deal
  • Details of various exit scenarios, including partnership issues, put/calls and refinancing options

10:15 a.m. - 10:30 a.m.
Networking Break

10:30 a.m. - 11:45 a.m.
Energetic Partners: The NMTC and the RETC

  • Structuring alternatives that combine wind and solar credits with NMTCs
  • Changes under the American Recovery and Reinvestment Act that make twinning credits easier
  • Analysis on the challenges and opportunities of enhancing NMTCs with renewable energy credits and incentives

12:00 p.m.
Conference Concludes