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CONFERENCE PROGRAM NASLEF MEMBERSHIP DIRECTORY 17th annual conference SEPTEMBER 22-24, 2010 Omni Parker House Boston, Massachusetts EXPANDING HORIZONS 17th annual conference SPECIAL THANKS TO OUR CONFERENCE SPONSORS! LEVEL A SPONSORSHIP Kevin P. Martin & Associates LEVEL B SPONSORSHIP Daniel Dennis & Company, LLP Certified Public Accountants LEVEL C SPONSORSHIP LEVEL D SPONSORSHIP SESSION SPONSORSHIP Hawaii Housing Finance, LLC c apital Conference Program and Membership Directory sponsored by: EXPANDING HORIZONS MHIC is proud to host the 2010 NASLEF Annual Conference here in historic Boston. We greatly value our membership, and salute NASLEF for its leadership in the LIHTC industry. We look forward to working together on Expanding Horizons! 70 Federal Street, Boston, MA 02110 • 617.850.1000 • www.mhic.com Welcome to Boston and the 17th Annual NASLEF Conference, “Expanding Horizons.” Now more than ever, organizations have to “think outside the box” and expand their horizons to adapt to the changes facing the tax credit industry. We have gathered expert panelists and leaders in the industry who will help provide an unparalleled forum for training, networking, and exploring emerging issues and trends impacting our industry at this year’s conference. This conference would not be possible without the support and involvement of the conference sponsors (see previous page) and we thank them for their generous contributions. We also thank the Massachusetts Housing Investment Corporation for hosting the NASLEF conference in Boston, Jim Rieker and Dana Boole of NASLEF, and the Annual Conference Committee members for their assistance and efforts in making the 17th Annual NASLEF Conference one to remember. Welcome to Boston and have a great conference! 1 ProudProud SponsorSponsor ofof thethe 1717thth AnnualAnnual NASLEFNASLEF ConferenceConference Boston,Boston, MassachusettsMassachusetts ChangingChanging lives lives for for a a better better tomorrowtomorrow byby promotingpromoting thethe developmentdevelopment and and sustainability sustainability ofof qualityquality affordableaffordable housing.housing. www.mheginc.comwww.mheginc.com OmahaOmaha / Corp./ Corp. Headquarters Headquarters DesDes Moines Moines OklahomaOklahoma City City TopekaTopeka Omaha1352013520 California / California Corp. Street, Headquarters Street, Suite Suite 250 250 13121312 DesLocust Locust Moines Street, Street, 300B 300B 1034210342Oklahoma Greenbriar Greenbriar City Parkway Parkway 701701 S.S. Topeka KansasKansas AvenueAvenue 13520 CaliforniaOmaha,Omaha, NE Street, NE 68154 68154 Suite 250 1312DesDes LocustMoines, Moines, Street, IA IA 50309 50309 300B 10342OklahomaOklahoma Greenbriar City, City, OK OK Parkway 73159 73159 701Topeka,Topeka, S. Kansas KSKS 6660366603 Avenue Omaha, NE 68154 Des Moines, IA 50309 Oklahoma City, OK 73159 Topeka, KS 66603 Cahec4cAd_2010.qxd 7/9/10 12:23 PM Page 1 Proud Sponsor of NASLEF’s 17th Annual Conference 7700 Falls of Neuse Road, Suite 200 • Raleigh, North Carolina 27615 • (919) 420-0063 • www.cahec.com 17th annual conference ABOUT NASLEF NASLEF Executive Board The National Association of State and Local Equity Funds (NASLEF) is President a professional, nonprofit association formed in 1994 to promote the Jim Rieker efficient management of state and local equity funds. NASLEF’s mission Midwest Housing Equity Group is to promote a greater understanding of the Low Income Housing Tax Credit (LIHTC) and encourage the professional development of its member Vice President organizations. Membership is open to all individuals, public and private Dana Boole corporations and professional associations having an interest in the tax Community Affordable Housing credit program or an active involvement with a state or local equity fund. Equity Corporation Please visit www.naslef.org for membership information. Treasurer NASLEF has a presence from coast to coast. Collectively through 2009, John Kennedy member funds have created or rehabilitated more than 105,000 units of St. Louis Equity Fund, Inc. affordable housing and have raised $7.07 billion in equity for rental housing developments throughout the United States. NASLEF remains visible at Secretary the forefront of the LIHTC industry, assisting with proposed legislation for Erica Dobreff changes to the tax credit program as well as providing continuous input on Kansas City Equity Fund CRA reform. Immediate Past President Jim Logue Great Lakes Capital Fund GENERAL INFORMATION Hotel Information The 17th Annual NASLEF Conference will be held at the Omni Parker House. As you pass through the sculpted bronze doors of this luxury Boston hotel, you will be enveloped by the timeless beauty that has made the Omni Parker House a landmark since 1855. Located on the Freedom Trail, you can walk to Beacon Hill, Faneuil Hall Marketplace, Quincy Market, the Financial District, shopping and more. Omni Parker House 60 School Street Boston, Massachusetts 02108 Phone: (617) 227-8600 Fax: (617) 742-5729 www.omnihotels.com EXPANDING HORIZONS SPECIAL EVENTS Wednesday, September 22, 2010 Thursday, September 23, 2010 6:00pm-8:30pm 6:00pm-9:30pm Industry Networking Reception New England Aquarium Parris Lounge, Faneuil Hall, Sponsored by: Sponsored by: As the seat of American history and the site of one of America’s most famous shopping and dining Join us Thursday evening for a strolling dinner amid experiences, Faneuil Hall Marketplace offers an evening exotic waters and experience more than 70 exhibits of good company and the flavors of Boston. Join us featuring aquatic animals from around the world. The Wednesday evening in the eclectically stylish Parris New England Aquarium offers four different species Lounge in the rotunda of the Quincy Market Building of penguins, a four-story Giant Ocean Tank, home to in the historic Faneuil Hall for an industry networking a huge Caribbean coral reef, and many more unique reception. Relax amid the visually appealing modern species. Founded in 1969, the New England Aquarium décor and enjoy the company of your peers. is a global leader in ocean exploration and marine conservation. The Aquarium is one of the premier visitor attractions in Boston, with over 1.3 million visitors a year, and a major public education resource. Dress Dress is business casual for all meetings, sessions, and events FLOOR PLAN OMNI PARKER HOUSE Rooftop Level 15th Floor Isabella Stewart Gardner Alcott B Harr i et Beec Kennedy Room Prefunction h e Rooftop Area r Stowe Ballroom Louisa May Alcott Alcott A Terrace Rest Room Lobby Wheatly Stairs to Press Room Lobby Terrace Prefunction Area Rest Mezzanine Level Room Dickens r King Room Room m m Hutchinson Lowell Holmes Brandeis Longfellow Room Room Room Room Room Roo Roo Whittie Hawthorne 5 $1,700,000,000 in affordable housing 22,000 affordable units 425 developments and partnerships OCCH MISSION: to cause the construction, rehabilitation and preservation of affordable housing throughout all of Ohio. 88 East Broad Street Suite 1800 Columbus, OH 43215 p: 614.224.8446 f: 614.224.8452 www.occh.org No 1. in affordable housing means opening more doors. We are passionate about helping our clients create safer and healthier communities for those who need it most. And it shows. Bank of America Merrill Lynch was recently ranked No. 1 lender by Affordable Housing Finance.* We are honored by this distinction and proud to be a part of our clients’ and their communities’ success. bankofamerica.com/commercialre *Top 25 Affordable Housing Lenders of 2009, Affordable Housing Finance “ Bank of America Merrill Lynch” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. Equal Housing Lender . Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, Banc of America Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated, which are both registered broker-dealers and members of FINRA and SIPC, and, in other jurisdictions, locally registered entities. Investment products offered by Investment Banking Affiliates: Are Not FDIC Insured * May Lose Value * Are Not Bank Guaranteed. ©2010 Bank of America Corporation. Is proud to sponsor the 17th Annual NASLEF Conference Nolan Sheehan Patten LLP is a Boston‐based law firm concentrating in affordable housing and community development. Practice Areas: New Markets Tax Credits Historic Tax Credits Housing Tax Credits American Recovery and Reinvestment Act Business Entity Structuring Real Estate Development Private Financing Public Financing 50 Federal Street, Boston, MA 02110 617.451.1725 www.nolansheehanpatten.com Spectrum Enterprises is the Key to Compliance Consulting Spectrum Enterprises can put your entire portfolio of LIHTC properties into a comprehensive review schedule. Our investor file reviews cover the initial qualified basis for all new tax credit deals. We perform annual due diligence compliance testing and can also assist clients with staffing issues. File Reviews Properties may send files to Spectrum for a review of tax credit eligibility issues before lease signing. We can analyze files and make suggestions how to improve them. We can help ensure compliance with all IRS and HUD obligations related to tax