Investing in the Future: Innovative Transactions in Affordable Housing and Community Development

Doral Golf Resort and Spa
Miami, FL
February 21 - 22, 2008

Walk-Up Registration is Available!

Who should attend  |  Why you should attend  |  Did You Know? Speakers  |  Agenda  |  Price  |  Hotel Info Instructional Information  |   Tuition Assistance Registration Info  |  Accreditation   |   Brochure

Who Should Attend

• Developers, syndicators, attorneys, consultants and other professional advisors involved in Low-Income Housing Tax Credit, Historic Tax Credit, New Markets Tax Credit, Renewable Energy Credit and other affordable housing and community development programs and transactions
• Investors, lenders, underwriters and their colleagues in the housing and community development finance industries
• Community-based organizations, philanthropic institutions and advocates for healthy, sustainable communities
• State and local housing and community development agency staff
• Architects, planners, contractors, property managers and other building industry professionals interested in green building, affordable housing and community development
• Anyone who wants to learn more about the crossroads of environmental sustainability and stronger communities for lower-income Americans

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Why You Should Attend

This conference is an industry first. Housing and community leaders will share with you the opportunities presented by an emerging market transformation as the public and private sectors begin to recognize the need for - inherent benefits of - innovative practices in affordable housing and community development.

Hear the latest from influential industry enthusiasts on how they are thinking outside the box to come up with new ideas, approaches and structures that stretch our limited resources to develop housing and communities in a responsible, sustainable and economically viable manner. Learn how they are creatively addressing federal, state and local policies - and developer, investor and marketplace demands - to provide innovative solutions.

National experts and industry leaders will lead interactive panel discussions on topics such as:

• Innovative uses of the "other" tax credits for housing - structuring New Markets Tax Credits and Energy Tax Credits into homebuilding, mixed-use developments and for-sale workforce housing
• Converting Low-Income Housing Tax Credit properties from rental to affordable home ownership opportunities
• Combining Solar Tax Credits and Low-Income Housing Tax Credits
• Preserving affordability and sustainability through Community Land Trusts
• Cutting edge design for housing and community development
• The latest in developing green homes and sustainable communities

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Did You Know?

• An Internal Revenue Service Private Letter Ruling has paved the way for carefully engineered programs to convert low-income housing rental properties into affordable homeownership opportunities
• Contrary to popular belief, New Markets Tax Credits can be used for certain housing developments
• Most state housing agencies now encourage sustainable development practices as seen in their 2007 Low-Income Housing Tax Credit qualified allocation plans. In some states, the practical reality is that incorporating green development is necessary to receive allocations.
• Solar Tax Credits can be combined with Low-Income Housing Tax Credits to substantially underwrite the cost of energy-producing solar panels on affordable housing projects.
• Many affordable housing developers are building green developments for lower-income families on a cost-effective basis while reaping monetary, marketing and mission benefits - and more capital providers are looking for "triple bottom line" lending and investment opportunities that deliver financial, social and environmental returns.

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The Speakers

Sarah Bookbinder
Equal Justice Works Law Fellow and Associate Counsel
Lawyers' Committee for Civil Rights
Washington, DC

Gregory N. Doran, Esq. [ bio ]
Associate
Nixon Peabody LLP
Washington, DC

Chris Garvin, AIA, LEED AP
Associate
Cook + Fox Architects and Terrapin Bright Green
New York, NY

Jeffrey H. Goldstein
Executive Vice President
Boston Capital Corporation
Boston, MA

Richard S. Goldstein, Esq. [ bio ]
Partner
Nixon Peabody LLP
Washington, DC

Ted Harrison
President
Commonweal Conservancy
Santa Fe, NM

Scott A. Hoekman
Senior Vice President & Chief Credit Officer
Enterprise Community Investment, Inc.
Columbia, MD

Jeffrey S. Lesk, Esq. * [ bio ]
Partner
Nixon Peabody LLP
Washington, DC

Forrest David Milder, Esq. [ bio ]
Partner
Nixon Peabody LLP
Boston, MA

Susan Piedmont-Palladino
Curator
National Building Museum
Washington, DC

Stephen D. Roger
Senior Vice President
Centerline Capital Group
New York, NY

Jaimie Ross
Affordable Housing Director
1000 Friends of Florida
Tallahassee, FL

Herbert F. Stevens, Esq. * [ bio ]
Partner
Nixon Peabody LLP
Washington, DC

Anthony Thistleton-Smith
Director
Waugh Thistleton Architects
London, England

Theodore K. Toon
Deputy Assistant Secretary
Office of Affordable Housing Preservation
U.S. Department of Housing and Urban Development
Washington, DC

Andrew Waugh (invited)
Director
Waugh Thistleton Architects Ltd.
London, UK

Joseph A. Wesolowski
Senior Vice President
Structured Finance
Enterprise Community Investment, Inc.
Columbia, MD

Anne B. Wilson
Vice President of Housing & Real Estate Development Director
Community Housing Works
San Diego, CA

Douglas Woodruff
Principal
DFC Group, Inc.
St. Louis, MO

*Conference Chairs

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Agenda

Thursday, February 21, 2008

8:00 AM
Registration and Continental Breakfast

8:30 AM
Opening Remarks

8:45 AM
De-bunking the "Not-for-Housing" Myth: Using New Markets Tax Credits for Housing Development

• Financing Homebuilding with New Markets Tax Credits
• Mixed Use Developments: Combining for-sale and rental housing with commercial uses
• Creating For-Sale Workforce Housing through a New Markets revolving loan program

10:00 AM
Coffee Break

10:15 AM
From Challenge to Opportunity: Facing the 'Year 15' Issue Head On

• How a new IRS Private Letter Ruling paves the way for converting Low-Income Housing Tax Credit rental projects to affordable homeownership opportunities
• Positioning a 15-year-old LIHTC property for maximum economic potential
• How General and Limited Partners can negotiate a mutually-favorable outcome in Year 15

11:15 AM
Solar Energy for Affordable Housing and Community Development

• How and why adding Solar Energy can make sense for new and existing affordable housing
• Solar Energy's role in the bigger picture of sustainable development
• How to combine Solar Energy Tax Credits with Low-Income Housing Tax Credits

12:30 PM
Complimentary Networking Luncheon

1:45 PM
Innovative Techniques to Preserve Affordability

• How Community Land Trusts are being used to reduce land costs and provide long-term affordability solutions
• Large scale/large scope conservation: Making affordable housing part of sustainable communities

2:45 PM
Open Discussion Forum

All speakers and participants will participate in this opportunity continued discussion about innovations in low-income housing and community development.

3:30 PM
End of First Day's Sessions

5:30 - 7:30 PM
Networking Cocktail Reception for All Participants and Speakers

Friday, February 22, 2008

8:00 AM
Registration & Continental Breakfast

9:00 AM
Innovations in Design

• Green Design is great design: the intersection of form, function and environmental design
• Modular Housing as a response to challenging markets and disaster areas
• Affordable housing goes global: Looking to Europe for thought leadership in affordable - and sustainable - design

10:00 AM
Coffee Break

10:15 AM
Green Update: The Latest in Sustainable Development of Affordable Housing and Community Development

• Scoring Green to get L-Income Housing Tax Credit allocations: How state QAPs are pushing resource and energy conservation
• HUD's role in greening affordable housing
• The latest green rating systems: LEED for Homes and LEED for Neighborhoods
• The view from the top: How investors factor sustainability into their investment decisions

11:15 AM
But Will It Scale? Vision Leaders in Creating Sustainable Cities

• 127 Steps to a greener New York: How PlaNY takes on an entire city

12:15 AM
Conclusion of the Program

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Instructional Information

All sessions will be presented by on-site speakers and will include individual presentations, panel discussions, question-and-answer opportunities and/or workshops. When applicable, reference and/or course material will be provided for each registrant. No formal prerequisites or advanced preparations are required. Special Needs: Any person with a disability who believes he/she may need reasonable accommodations to participate should contact IPED no later than 4 weeks prior to the conference start date. Accreditation: IPED will provide assistance in acquiring CLE and CPE credits when available and applicable. For more information, please visit www.ipedinc.net. Recommended Dress: Business Casual

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Accreditation

CLE & CPE

IPED, Inc. will seek approval for continuing legal education credits on an as needed basis. Please indicate on your registration form if you need these credits. State bar associations have the final authority on the acceptance of individual courses and IPED will do everything to ensure these requirements are met when seeking approval.

IPED, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417, www.nasba.org. In accordance with the standards of the National Registry of CPE sponsors this course has been granted 10 CPE Credits.

Registration Information

The registration fee includes all applicable sessions, refreshments, lunches, receptions and reference and/or course materials unless otherwise noted. Payment must be received by February 7, 2008 to ensure your registration. IPED accepts Visa, MasterCard and payment by check. Government purchase orders and American Express are not accepted. There are NO EXCEPTIONS to this policy.

$795 Registration Fee
Early Registration Offer: Save $75 if registered by January 22nd, 2008!

Questions? Please contact IPED, Inc. at 202-331-9230 or info@ipedinc.net.

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Group discounts

For 3-5 registrants, deduct $50 per person from the applicable rate. For 6 or more registrants, deduct $100 per person from the applicable rate. To receive this discount, you must register all individuals in one transaction. This discount CANNOT be combined with any other offer, including the Early Registration Offer.

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Cancellation Information

Cancellations must be received in writing via mail, fax or e-mail to the IPED office. Mailing address: IPED, Inc., 401 9th Street, NW, 8th Floor, Washington, DC 20004. Fax: 202-585-8748. E-mail: info@ipedinc.net.

• Cancellations requested on/before January 22, 2008 are eligible for a refund minus a $125 administrative fee.
• Cancellations requested on/before February 7, 2008 are eligible for a refund minus a $225 administrative fee.
• Cancellations requested on/after February 8, 2008 will forfeit the entire registration fee. Questions? Please contact IPED, Inc. at 202-331-9230 or info@ipedinc.net.

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Conference Site and Hotel Information

Doral Golf Resort and Spa
4400 NW 87th Avenue
Miami, FL 33178
800-713-6725
www.doralgolf.com

Due to overwhelming response to our program, the Doral Golf Resort and Spa is currently sold out. IPED recommends the following hotels as alternatives for conference attendee accommodations:

Alternative Hotel Information

Marriott's Villas at Doral (Across the street from the Doral)
4101 NW 87th Avenue
Miami, Florida 33178
Phone: 1-305-629-3400 Fax: 1-305-629-3499
Rate: $368 per night
Please call the hotel directly to make reservations, or simply click the link below.
http://www.marriott.com/hotels/travel/miada-marriotts-villas-at-doral/

Courtyard Miami Airport West/Doral (About 5 minutes away)
3929 Northwest 79th Avenue
Miami, Florida 33166
Phone: 1-305-477-8118 Fax: 1-305-599-9363
Rate: $239 per night
Please call the hotel directly to make reservations, or simply click the link below. http://www.marriott.com/hotels/travel/miaca-courtyard-miami-airport-west-doral/

Special Golf Rate for IPED Group

Play 5 Championship Courses at a special rate! Call the Doral Golf Resort and Spa tee time reservations office at 305-592-2030 for more information.

Rates valid from February 20 - February 24, 2008

$295 Blue Monster (forecaddies included in fee)
$225 Great White
$145 Red and Gold
$130 Silver

*Tee times are based upon availability

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