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
$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 email@example.com 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: firstname.lastname@example.org 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
Standard & Poor's
SMITH's Research & Gradings
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
Susan Dushock Senior
Vice President & Municipal Analyst SunTrust Bank
Timothy Milway Director, Senior Analyst
Associate Managing Director Moody's Investors Service
Muni Advisor &
Other Dodd-Frank Developments This
session will focus on new developments in the
implementation of the Dodd-Frank Act. It will include a
discussion of the the SEC's new guidance regarding the
rules for the registration of municipal advisors 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:
Roundtable: What Will it take to get it going? Panelists will take a big picture look at the
single-family market, its challenges and opportunities.
Dan Rosen - Moderator
Managing Director Bank of America Merrill Lynch
Mike Awadis Senior Vice
Executive Director and Chief Executive Officer Pennsylvania Housing Finance Agency
John Sager Chief Financial
Officer and Executive Vice President Idaho Housing & Finance Association
Going 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, including energy efficiency, access to
transit, water conservation and benefits to
municipalities. Julie Egan Senior Vice President &
Portfolio Manager Community Capital Management Barbara Van Scoy Chief Impact
Investment Officer & Co-Founder Community Capital Management
Cheree L. Gulley, Esq. Associate Director Housing
Finance Authority of Miami-Dade County
Military housing: BAH and Beyond This panel
will include a review of the modern factors currently
influencing the military housing sector. Among those
factors is how political and financial changes could
shift support in Washington. Panelists will present an
analysis on the sector and review relevant market
factors, the climate in Washington DC and buyside
Thomas Kozlik - Moderator
Director & Municipal Credit Analyst Janney Montgomery
Andrew Chintz Director National Public Finance Guarantee
Guy LeBas Managing Director, Chief
Fixed Income Strategist Janney Montgomery Scott
Chetan Marfatia Managing Director
& Portfolio Manager
Director Barclays Capital
Multi-Family Structures: Pass Thru Panelists will discuss
innovative pass-thru structures used to fund
multi-family deals, including differences from
traditional rental bonds and new reporting structures.
Director Barclays Capital Colin McNiece
Associate Mintz, Levin, Cohn,
Ferris, Glovsky and Popeo, PC
Tim Rittenhouse President and Principal CSG Advisors
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
Standard & Poor's
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
Kuller Managing Director, Credit Division for
the Americas The Bank of Tokyo-Mitsubishi, UFJ, Ltd
Making Housing Affordable
What direction is the affordable housing sector taking
and how will new projects and programs be designed? How
are current demographics impacting the availability of
affordable housing? We'll take a look at recent projects
and financings in some of the nation's major
metropolitan areas and discuss where affordable housing
Senior Vice President of Development New York City
Housing Development Corporation
Day-Marshall, Esq. Interim Executive
Director and General Counsel District of Columbia Housing Finance Agency
Linda Riley Mitchell, CPA
Executive Vice President &
Chief Financial Officer Chicago Housing Authority
Adela Suarez-Garcia Trust Account
Housing Finance Authority of Miami-Dade County
Mikiyon Alexander Director -
Analytical Manager, Public Finance
Standard & Poor's Ratings Services
Sponsored by: City Securities
Tax-Exempt funding for
Multi-Family Projects Panelists will
discuss current programs for multifamily housing
projects — from acquisition rehabs to tax credits coming
off the 15-year period. Rachel Grossman Director and Team Leader Wells Fargo Multifamily Capital
Christopher Moriarty Director Wells Fargo Securities
Matthew Engler Senior Vice President, Public
Finance City Securities Corporation
Spound President Red Stone Tax Exempt
Single Family Financing
Structures: Funding Single-Family Housing Using
Short-Term Products Panelists will provide
a short-term product update, variable rate liquidity and
trends. The run-off in mortgages and elevated
percentages of variable rate in housing agency
portfolios has become a credit issue. We will hear about
financing solutions and ways to leverage existing
Scott Hoversland Director of Finance & Administration Wyoming Community
Development Authority James McIntyre Executive Director Morgan Stanley