SMITH’s Research & Ratings will host its
Housing Bond Finance Conference at The Westin Beach Resort
in Fort Lauderdale, Florida.
Clearly, the challenges to today’s housing
finance industry remain daunting. SMITH's Affordable Housing
Conference explores the many issues facing the market and
helps participants develop actionable solutions.
The overarching questions are: Where are there
opportunities for housing sector investors and how will the
affordable housing sector look going forward.
Since 1992, SMITH’S Research & Gradings
has been covering the U.S. affordable housing market SMITH’S
Affordable Housing Conference is one of the longest running
symposiums on this subject so vital to all American and the
Who Should Attend?
State & Local Housing Finance Officers
Directors of Taxable & Tax-Exempt
Credit Analysts at Investment Firms
Wall Street Analysts
SMITH’s Research & Gradings
SMITH’s Research and Gradings was founded by Terence
Smith in 1992 to provide independent research and third-party
analysis for institutional investors. SMITH’s has become
a bellwether research company, often predicting significant
trends and spotlighting controversial subjects sometimes months
before they come to light elsewhere.
Sponsors and Exhibitors
Silver Level Sponsor
Bronze Level Sponsor
$945 per person General.
$330 Issuer/Governmental Rate.
Registration fee includes course materials, breakfast, lunch,
and breaks during the conference.
Payment by credit card, company check or personal check is
required prior to the conference.
Groups of 3 Standard or more receive a reduced rate of $850
per person. Groups of 3 or more State/Local
issuers - $297 per person.
Groups of 3 or more Investors $375 per person.
Cancellations are subject to a $100 service fee. Cancellations
will be accepted up to 30 days prior to the Conference in order
to receive a refund.
Cancellations after the 30 day cut-off will receive a
registration credit toward a future SMITH’s conference program.
Credits will be issued at the original registration rate and
will be valid for 12 months. Registration credit requests must
be received by the last day of the conference.
Substitutions from your company will be accepted any time prior
to the conference.
As a SMITH's Conference attendee, you will receive a
complimentary edition of SMITH's Research &
Gradings — the leading independent source for credit opinions.
In the event that SMITH's Research & Gradings cancels a scheduled
program, all registrants will be notified in writing.
Registration fees will be refunded. In the event that a
conference is cancelled, SMITH's Research & Gradings cannot be
held liable for non-refundable transportation costs. In the case
of inclement weather, or acts of God, if the seminar takes
place, the registration is not refundable.
Address any complaints to Pamela Kilbourn, SMITH's Research &
Gradings, 10001 Georgetown Pike, P.O. Box 1195,
Great Falls, VA 22066
Email to firstname.lastname@example.org or
phone 571-299-4954. Complaints will be handled in as timely a
manner as possible.
SMITH's values your privacy. SMITH's retains information
submitted during the registration process with regard to your
name, company and contact information. Credit card information
is destroyed once the transaction has been processed. We will
never willfully sell, lease, or rent any of your
personally identifiable information to any third party
Register by Phone: (571)
Email: email@example.com or
Mail: SMITH's Research & Gradings, 10001 Georgetown Pike,
P.O. Box 1195,
Great Falls, VA 22066.
Payment: We accept company or personal
checks; MC, Visa and Discover credit cards or, via PayPal
using all major credit or debit cards.
Hotel Westin Beach Resort
North Fort Lauderdale Beach Blvd.
Lauderdale, Florida 33304
Phone: (954) 467-1111
the State of Affordable Housing Market
Many factors are affecting the affordable housing
finance market including loan performance, variable rate
rollovers, liquidity, interest rates and foreclosures.
We'll take a look at market conditions, key credit
concerns and the financial performance of the state
Associate Managing Director Moody's Investors Service
Howard Zucker Partner
Hawkins, Delafield & Wood LLP
Living in a
Post-MRB Bond World State HFAs must
continue to make the most of federal programs while
looking for new opportuntiies. Panelists will discuss
TBA mortgage programs as well as other ways they are
coping with challenges to their traditional business
models. Where is the silver lining in today's housing
market? Panelists will discuss some unique programs
developed for state HFAs.
Chief Financial Officer Idaho Housing & Finance
Managing Director Raymond James & Associates
Valerie White Senior Director
Standard & Poor's Ratings Services
POLITICS AND AFFORDABLE HOUSING
Discussion of the effects of the sequester and possible
budget “grand bargains” on the future of affordable
housing finance. Tax reform and the future of
tax-exempt bonds and low income housing tax credits.
Ongoing initiatives at the SEC, CFPB and MSRB.
Charles E. Carey Member Mintz,
Levin, Cohn, Ferris, Glovsky and Popeo, PC
Executive Director and CEO Pennsylvania Housing
A look inside the beltway and
the district Panelists will give a "feet
on the ground" discussion of how the affordable housing
group at Freddie Mac is tying into local and state
lending programs and providing support for Treasury
program components. We'll also hear about low income tax
credits and how tax reform will likely impact housing
Susan Dushock - Moderator
Senior Vice President & Municipal Analyst Sun Trust
Private Client Group
Single Family Affordable Lending
Alternative Investment Vehicles
Panelists will discuss include a discussion of the
decision process between selling production in to the
TBA market versus selling bonds and in particular
Director RBC Capital Markets
Adams Finance Manager
Colorado Housing and Finance
Hazim Taib Chief
Financial Officer/Assistant Treasurer Illinois Housing Development
Rob Tietz Finance
& Funding Manager Iowa Finance Authority
If it's no longer
about credit, what does it mean for
single family housing bonds offer a significant relative
value opportunity for investors. With the worst of the
single family credit quality problems behind them,
investors are focusing more on structure and redemption
considerations versus credit. Panelists will discuss the
structured housing products being offered through state
HFAs, prepayments and refundings. They will also discuss
implications for the market and traditional buyers.
Paul Jungquist, CPA, CFA Vice
President, Fixed Income Credit Analyst and Senior
Fixed Income Portfolio Manager Sit Investment
Thomas Kozlik Director &
Municipal Credit Analyst Janney Montgomery Scott
Timothy Milway Director, Senior
Day One Concludes
Transportation to COCKTAILS
and Dinner At the Chart House
hfa pORTFOLIO pERFORMANCE AND
hOUSING mARKET tRENDS We'll start the day
taking a deeper look at State HFA trends and portfolio
performance. Panelists will discuss housing market
trends and the outlook for municipal credit quality and
Terence Smith - Moderator CEO SMITH’S
Research & Gradings
Executive Vice President Connecticut Housing Finance
Senior Director Fitch Ratings
Kuller Managing Director, Credit Division for
the Americas The Bank of Tokyo-Mitsubishi, UFJ, Ltd
Seeing Green: Incorporating Sustainable Features
in Traditional Housing Panelists will
discuss some unique programs focusing on incorporating
sustainable features in traditional multifamily and
single family programs. These include green features
such as passive solar design, and utilizing native
plants for landscaping in an effort to reduce carbon
footprint and lower bills for tenants.
Julie Egan Portfolio
Manager Community Capital Management
Patricia Jennings Braynon Director
Housing Finance Authority of Miami-Dade County
Tony Del Pozzo Vice President
Related Urban Development Group
Chief Impact Investment Officer and Co-Founder Community
Is your Recovery Under
With a multitude of
risks and opportunities present in the housing sector,
there are signs of recovery and there is cause for
will discuss the impact of
natural disasters and efforts to mitigate those events
going forward. We'll also take a look at market dynamics
in the multifamily sector, how multifamily projects are
opportunities for revitalization
to further growth.
SMITH's accurately predicted the crash of the
speculative real estate bubble, its impact on the
economy and unemployment, banks, and the federal
government's bailout programs. Last year, SMITH's spoke
about the light at the end of the tunnel and the
"Beginning of the End." Now, learn what's next.
Ellen Duffy SVP for
Debt Issuance & Finance New York City Housing