SMITH’s Research & Ratings will host its
Housing 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 Finance Conference is one of the longest running
symposiums on this subject so vital to all Americans 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
$975 per person
$450 per person Investor Rate $340 per person
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 or more Standard Rate - $877.50 per person
Groups of 3 or more Investors - $405 per person Groups of 3
or more State/Local issuers - $306 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 outlook for the affordable housing
Chief Financial Officer Indiana Housing and Community
Brian Hudson Executive Director and Chief Executive Officer Pennsylvania Housing Finance Agency
Michael Koessel Director, Head of
Associate Managing Director Moody's Investors Service
Panelists will discuss current issues surrounding
ongoing disclosure and legal liabilities for housing
market participants. They will also explore the growing
concern and need for cyber security. The session will
also focus on the latest developments in the
implementation of the Dodd-Frank Act and the
implications for the Housing sector.
Howard Zucker Partner
Hawkins, Delafield & Wood LLP
Charles E. Carey Member Mintz, Levin, Cohn,
Ferris, Glovsky and Popeo, PC
BREAK Sponsored by:
Family Roundtable: Affordable Mortgage Financing Options
in Today's Market This session will focus on
financing options and products used in today's Single
Family market environment. From MRBs to TBAs and new GSE
products, panelists will discuss how they are managing
their programs to meet customer and investor needs.
Dan Rosen - Moderator
Managing Director Bank of America Merrill Lynch
Richard Appleton Senior
Director, Single Family Affordable Lending Freddie
Mike Awadis Senior Vice
Executive Director Wyoming Community Development
and the Changing American Dream As the demographic
composition of the U.S. continues to evolve, panelists
will discuss where affordable housing is needed and
where it is being built and how restrictions impact
development. The aging population needs and the
millenials demands for affordable housing are changing
the face of the traditional American homeownership
dream. Julie Egan Senior Vice President &
Portfolio Manager Community Capital Management
Christopher Moriarty Director Wells Fargo Securities
Making Housing Affordable
What direction is the affordable housing sector taking
and how will new projects and programs be designed? We'll take a look at recent projects
and financings in some of the nation's major
metropolitan areas and discuss where affordable housing
Executive Director Capital Area Finance Authority
Linda Riley Mitchell, CPA Executive Vice President & Chief Financial Officer
Chicago Housing Authority
Alexander Senior Director, Analytical
Manager Standard & Poor's
Maria Day-Marshall, Esq
Interim Executive Director and General Counsel
District of Columbia Housing Finance Agency
Alan Jaffe Executive Director
BREAK Sponsored by:
Standard & Poor's
Utah's vision for
tomorrow: building a Better
Housing bond This panel will focus on Utah's use of the innovative
Wells Fargo Homes program. The financing team will
discuss legal opinions and structural issues.
Cleon Butterfield Senior Vice
President and Chief Financial Officer Utah Housing
Managing Director Wells Fargo
Frederick Olsen Partner Ballard Spahr LLP
Stanley Dirks Partner Orrick,
Herrington & Sutcliffe LLP
Smith's Outlook for Affordable Housing Finance
SMITH’S has championed the affordable housing finance
market since 1992. SMITH's will offer insights into the
longest and deepest recovery since the Great Depression
— more specifically, the role of housing in leading
every recovery since the Great Depression and a look at
a host of events and economic factors that may need to
CEO SMITH’S Research & Gradings
Day One Concludes
Transportation to COCKTAILS
and Dinner At the Chart House
Whitaker President & CEO Utah
Friday, March 20, 2015
BANK LIQUIDITY PRODUCTS
This discussion will focus on the types of liquidity
products banks offer housing issuers including letters
of credit, variable rate and debt.
Kurt van Kuller
Managing Director, Credit Division for the Americas
MUFG Union Bank, NA
Jacob Ulevich Director MUFG Union Bank,
hfa pORTFOLIO pERFORMANCE AND
hOUSING mARKET tRENDS We'll start the day
taking a comprehensive look at State HFA stats and
trends. Panelists will analyze and discuss what those
numbers mean for buyers and the market.
Senior Director Fitch Ratings
Jungquist, CPA, CFA Vice President, Fixed
Income Credit Analyst and Senior Fixed Income
Portfolio Manager Sit Investment Associates
John Sager Chief Financial
Officer and Executive Vice President Idaho Housing & Finance Association
Recently there has been a huge boom in the development
of high quality student housing. Panelists will discuss
this market sector, how campus communities are funded
and what investors want.
Partner Squire Patton Boggs
Alan Jaffe Executive Director
Chief Operating Officer & Senior Vice President
University of South Florida
Update on Multifamily Projects
Richard Froehlich Chief
Operating Officer and General Counsel New York City
Housing Development Corporation
Karimbakas Manager of Financial and Capital
Associate Mintz Levin
Funding Energy Efficiency Panelists will discuss programs to finance energy
efficiency, renewable energy, and water conservation
upgrades to buildings, including how the funding
mechanism works. We'll take a look at successful
initiatives in New York and Florida.
Chintz Director National Public Finance
David Gabrielson Executive
Director Public Financial Management, Inc.