Pre-Conference Workshop: NMTC Basics

October 22, 2008
Boston, Mass.
Boston Marriott Long Wharf
Wednesday: 8:00 a.m.-4:00 p.m.

Agenda

 

9:00 a.m. - 9:30 a.m. Panel Introduction
9:30 a.m. - 9:45 a.m. Program and Background
9:45 a.m. - 10:10 a.m. The Players and the Process: How to Use the NMTC
10:10 a.m. - 10:20 a.m. Break
10:20 a.m. - 11:05 a.m. Introduction to CDEs
11:05 a.m. - 11:15 a.m. Break
11:15 a.m. - 12:00 p.m. Substantially All & QEIs, with Q&A Session
12:00 p.m. - 1:00 p.m. Lunch
1:00 p.m. - 1:30 p.m. QLICIs: With Examples of New Markets Investments
1:30 p.m. - 2:00 p.m. Qualified Active Low-Income Community Businesses
2:00 p.m. - 2:10 p.m. Break
2:10 p.m. - 2:30 p.m. Low-Income Communities
2:30 p.m. - 3:00 p.m. Introduction to Recapture
3:00 p.m. - 3:10 p.m. Break
3:10 p.m. - 3:50 p.m. Case Study: The Leveraged Transaction
3:50 p.m. - 4:00 p.m. Questions and Answers Session