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Fort Lauderdale, Florida

Webinar

Smith's Affordable Housing Finance Conference

April
28
29
,
2022
Thursday
April
28
29
Time
9:00 am
Time
9:00 am
 – 
12:00 pm
Venue
Westin Fort Lauderdale Beach Resort

Smith's Affordable Housing Finance Conference

Smith's Affordable Housing Conference starts at the doorstep of single-family and multifamily homes on Main Street.

It extends to everyone on Wall Street, plus lenders at mutual funds, hedge funds, insurance companies and commercial banks.

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 American economy.

Sponsors

Platinum

Gold

Silver

Bronze

Luncheon

Cocktail Reception

Dinner Co-Sponsor

Breakfast

To find out how your firm can maximize its presence at Smith's Affordable Housing Finance Conference with a Sponsorship Package,

please contact Pamela Kilbourn at (571) 299-4954

Smith's Affordable Housing Finance Conference

Smith's Affordable Housing Conference starts at the doorstep of single-family and multifamily homes on Main Street.

It extends to everyone on Wall Street, plus lenders at mutual funds, hedge funds, insurance companies and commercial banks.

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 American economy.

Sponsors

Platinum

Gold

Silver

Bronze

Luncheon

Cocktail Reception

Dinner Co-Sponsor

Breakfast

To find out how your firm can maximize its presence at Smith's Affordable Housing Finance Conference with a Sponsorship Package,

please contact Pamela Kilbourn at (571) 299-4954

Agenda

Thursday, April 28, 2022

8:00 am

CONFERENCE REGISTRATION

          Continental Breakfast

          Sponsored By:

       Fitch Ratings

8:45 am

WELCOME

Terence Smith

Chairman & CEO

Smith's Research & Gradings

9:00 am

AFFORDABLE HOUSING MARKET OUTLOOK — A MARKET IN TRANSITION

The Outlook Panel features insights from across the entire market spectrum: commercial bonds, rating agencies, issuers, investors and financial advisors. They will discuss national trends in the affordable housing sector post-pandemic, including key credit factors such as technical supply and demand, outflows from mutual funds, equity issues, and challenges in funding downpayment assistance (DPA) programs.

Michael Koessel

Director, Head of Municipal Housing

Citigroup Global Markets

Cris White

Executive Director

Colorado Housing and Finance Authority

Ferdinand Perrault

Vice President and Senior Credit Officer

Moody's Investors Service

Paul Jungquist, CFA, CPA, CGMA,

Senior Vice President and Senior Portfolio Manager

Sit Fixed Income

Gene Slater

Chairman

CSG Advisors

9:45 am

FOCUS ON SINGLE FAMILY

The single family market was off to a strong start this year, but now the sector is running into inflation due to supply chain costs and rising interest rates. The continued shortage of affordable housing stock matters the most to issuers and investors alike. This session will focus on how the market looks going forward and what it takes to get a single-family deal done. Panelists will talk about how downpayment assistance along with sustainable bonds and social bonds are factoring into their programs to reach more people and attract more investors.

Joe Monitto - Moderator

Director, Housing Finance Department

Bank of America Securities

Jordan Laird

Director of Finance

Pennsylvania Housing Finance Agency

Melanie Weathers, CPM

Finance Director

Florida Housing Finance Corporation

Marian Zucker

Sector Leader - Public Finance Housing

S&P Global Ratings

 

10:30 am

COFFEE NETWORKING BREAK

11:00 am

LEGAL DEVELOPMENTS

The Legal Eagles of Affordable Housing will opine on the nuances of regulatory changes (both being implemented as well as being contemplated) along with practical decisions associated with pricing affordable housing bonds in rapidly changing market. Panelists will focus on hot topics including legal implications of voluntary COVID disclosures, the SEC's ESG risk alert announcement as well as the MSRB's request for comment on ESG disclosures. The rising rate environment has prompted new disclosure questions that panelists will explore. And, don’t forget, using variable rate debt may require a swap agreement that needs to be reviewed.

Charles Carey (Moderator)

Member

Mintz

Matt Page

Member

Mintz

Kevin Murphy

Partner

Hawkins Delafield & Wood LLP

Jon Jurich

Partner

Pacifica Law Group LLP

12:00 pm

LUNCHEON

          Sponsored By:

       Barclays

2022 Lifetime Achievement Award Presentation

— Patrick Nagel,  North Dakota Housing Finance Agency

Under the leadership of Executive Director David Flohr North Dakota Housing Finance Agency, CFO Patrick Nagel has helped expanded its scope of affordability and allowed North Dakota citizens of limited means to buy their first homes.  It’s a lifetime of work dedicated to building better communities in North Dakota – one home ownership at a time. Join us in recognizing Patrick Nagel’s amazing contributions.

1:30 pm

WORKFORCE HOUSING: NOW AND THEN

Workforce Housing bonds rocked the muni investment world and are being issued to provide income and rent-restricted units to serve the "missing middle." Panelists will discuss the evolving structures for these non-traditional housing deals, the impact of pending legislation, and how the current market environment may change the sector.

Timothy Hsu

Director, Public Finance Department

Citigroup

Alan Jaffe

Managing Director

Jefferies LLC

Richard Schwam, CFA

Vice President

Alliance Bernstein

Thomas Bryan, CPA

Chief Financial Officer

Colorado Housing and Finance Authority

Ian Parker

Managing Director

RBC Capital Markets, LLC

2:30 pm

HOUSING BY THE NUMBERS — WHAT'S IN YOUR TOOLBOX

Panelists will take a look inside the numbers to explain why it's important for housing issuers to keep a variety of tools at the ready and for investors to understand how the various funding options relate. Last year it was all about TBA, now bonds are back. Issuers need to think about how swaps (recycling) can help to extend volume cap and maximize returns over the life of the mortgages.

Alec Lehrer

Managing Director

Stifel

Chuck Karimbakas

Managing Director

cfX Incorporated

Barry Gottfried

Managing Director

Stifel

Peter Clerc

Managing Director

Swap Financial Group

 

3:15 pm

COFFEE NETWORKING BREAK

 

3:45 pm

ESG INVESTING

Whether it is referred to as sustainable investing, socially responsible investing, or impact investing, ESG has become more than a niche sector. Investors are committed to sustainability, but questions remain: How to incorporate ESG into muni bond portfolios? Are there benefits to using a third party verifier or does self-certification suffice? What parameters are being used when evaluating these bonds?

Timothy Sullivan - Moderator

Managing Director

Head of New England Region and Housing Finance

UBS Financial Services

Cory Hoeppner

Managing Director

RBC Capital Markets

Jenna Bryan-Krug, CFA

Director

BlackRock

Alán Bonilla

Director

S&P Global Ratings, Sustainable Finance

 

4:30 pm

DAY ONE CONCLUDES

 

6:00 pm

COCKTAILS AND DINNER

         Cocktail Reception - Lona Tequila Terrace

        Sponsored By:

       Mintz

       UBS Financial Services

         Dinner - Lona Tinta Room

         Co-Sponsored By:

       BofA Securities

       Smith's Research & Gradings

Friday, April 29, 2022

8:00 am

CONFERENCE REGISTRATION

Continental Breakfast Sponsored By:

Fitch Ratings

8:30 am

PROJECT AFFORDABLE HOUSING 2030

Since its inception in 1992, Smith's has been at the leading edge, focusing on event risk factors and possible outcomes for the future. With three decades of data and experience, Smith's offers event-driven research that goes well beyond traditional measures of credit quality and risk. Now, we are launching a project to help shape the future of affordable housing, both in the United States and around the world.

Terence Smith

Chairman & CEO

Smith's Research & Gradings

 

9:00 am

COLLABORATING FOR GREATER COMMUNITY DEVELOPMENT

Panelists will discuss opportunities for state and local housing finance agencies and the non-profit entities they work with for a more collaborative approach to safe and affordable housing. Today, we know that affordable housing is not just low income. It encompasses working families, essential workers, as well as healthcare/housing models for the aging population. The panel will look at how the different aspects of affordability are colliding and becoming more hybrid.

Mikiyon Alexander

Senior Director and Sector Head

Community Development and Social Lending

Fitch Ratings

Valerie D. White

Senior Executive Director

LISC NYC — Local Initiatives Support Corporation

Eric Chatman

Chief Financial Officer

Housing Partnership Network

Damian Busch

Director

Barclays

 

10:00 am

COFFEE NETWORKING BREAK

10:30 am

MULTI-FAMILY HOUSING

The need for affordable multi-family housing is strong, but current market conditions including rate volatility, volume cap constraints and limited investor demand. Panelists will discuss how they are working to accomplish their objectives. And, all real estate is local. What structures? What disclosure? What are constituents looking for in local multi-family deals?

Peter Cannava

Managing Director, Head of Structured Finance

Municipal Products Group

Wells Fargo Securities

Ellen Duffy

Executive Vice President for Debt Issuance and Finance

New York City Housing Development Corporation

Christopher Donald

Executive Director/CEO

D.C. Housing Finance Agency

Damon Burns

President & CEO

Finance New Orleans

11:15 am

INVESTOR ROUNDTABLE

The KING OF HOUSING CREDIT IS BACK!  KVK has returned to the Round Table at this most exquisite moment to help investors and issuers navigate these difficult times.  He will be joined by Richard Schwam of AB Funds and Jenna Bryan-Krug of BlackRock.

Kurt van Kuller, CFA

Vice President & Portfolio Manager

Sit Fixed Income

Richard Schwam, CFA

Vice President

Alliance Bernstein

Jenna Bryan-Krug, CFA

Director

BlackRock

12:00 pm

CONFERENCE ADJOURNS

Registration Fees

$1,250 per person Standard Rate: (Broker/Dealer & Underwriting Firms, Sell-Side Firms, Commercial Banks, Financial Advisors, Attorneys, Credit Enhancers, Corporate Trust, Rating Agencies)

$700 per person Investor Rate: (Mutual Funds, ETFs, Hedge Funds, Asset Managers, Portfolio Managers)

$400 per person 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 event.

Group Discounts

Groups of 3 or more Standard Rate — $1,125 per person.

Groups of 3 or more Investors — $630 per person.

Groups of 3 or more Issuer/Governmental Rate — $360 per person.

*To participate in Smith's Research & Gradings live conferences and events, all attendees, speakers, and other participants must provide documentation of full vaccination against COVID-19. (See COVID-19 Protocols below)

Cancellations

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 paid registration rate and will be valid for 12 months. Registration credit requests must be received by the last day of the conference.

Substitutions

Substitutions from your company will be accepted any time prior to the conference.

Program Cancellation

In the event that Smith's Research & Gradings cancels a scheduled program, all registrants will be notified in writing via email.

Registration fees will be refunded. In the event that the scheduled program is canceled, 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 scheduled program takes place, the registration fee is not refundable.

Complaint Resolution

Address any complaints to Pamela Kilbourn, Smith's Research & Gradings, P.O. Box 1195, Great Falls, VA 22066; email to pamkilbourn@smithsresearch.net or phone (571) 299-4954. Complaints will be handled in as timely a manner as possible.

Privacy Policy & Records Retention

Smith's Research & Gradings values your privacy. Smith's retains information submitted during the registration process with regard to your name, company and contact information. We will never willfully sell, lease, or rent any of your personally identifiable information to any third party

As a Smith's Conference attendee, you will receive a complimentary edition of Smith's Research & Gradings — the leading independent source for credit opinions.

Registration

Business Casual

Register by Phone: (571) 299-4954;

Email: smiths@smithsresearch.net ;

Online: Smith's Store

Mail: TMS Holdings, Inc., P.O. Box 1195, Great Falls, VA 22066

Payment

Payment is required prior to the conference.  We accept company or personal checks; MC, Visa, American Express and Discover credit cards or, via PayPal using all major credit or debit cards.

Westin Fort Lauderdale Beach Resort

321 N. Fort Lauderdale Beach Blvd.

Fort Lauderdale, FL 33304

(844) 421-6474

Hotel Website

A block of rooms is being held for our group until March 30, 2022 at a rate of $319 per night (The resort fee is waived for our group). Follow this link to make hotel reservations online: Smith's Room Block Reservations

You may also call the hotel directly at (888) 627-7108 or (954) 467-1111

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Don't miss our Latest publication insights!

Smith's Research & Gradings focuses on the people, sectors and news that matter the most to you. Smith's analysis is an indispensable part of Wall Street and the world's capital markets. Our approach was inspired by the need for a consistent analytical approach across all asset classes. Smith's Gradings are a time-tested, performance proven, and principles-based approach to risk. We go beyond the numbers to connect the dots for the world's decision makers. We can enhance the performance of investments in assets around the globe, while helping to ensure the safety of portfolios here at home.

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