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Webinar

Smith's Affordable Housing Finance Conference

October
15
15
,
2020
Thursday
October
15
15
Time
8:00 am
Time
8:00 am
 – 
5:30 pm
Venue
Virtual

Smith's NEW Virtual Affordable Housing Finance Conference
— Where the focus is on you!

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.

Join us. We are moving Smith's 2020 Affordable Housing Finance Conference to a new virtual world.

We’re creating a rich, red carpet experience for our conference participants that includes:

  • Networking Rooms
  • Face-to-Face Private Conversations
  • Timely Interactive and Informative Panel Discussions
  • Big Screen Presentations with Low Latency Live-Streaming Video Feeds
  • Green Room Support and "Broadway" Directors
  • Seasoned Production Professionals
  • and More.

Smith's NEW Virtual Affordable Housing Finance Conference
— Where the focus is on you!

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.

Join us. We are moving Smith's 2020 Affordable Housing Finance Conference to a new virtual world.

We’re creating a rich, red carpet experience for our conference participants that includes:

  • Networking Rooms
  • Face-to-Face Private Conversations
  • Timely Interactive and Informative Panel Discussions
  • Big Screen Presentations with Low Latency Live-Streaming Video Feeds
  • Green Room Support and "Broadway" Directors
  • Seasoned Production Professionals
  • and More.

Thursday, October 15, 2020

  

8:00 am

REGISTRATION

Coffee and Networking

 

8:45 am

WELCOME

Terence Smith

Chairman & CEO

Smith's Research & Gradings

9:00 am

AFFORDABLE HOUSING MARKET OUTLOOK

The need for affordable housing is driving demand for state and local housing finance agency products.  Panelists will discuss market conditions, key credit concerns and the outlook for the affordable housing finance market.

Michael Koessel

Director, Head of Municipal Housing

Citigroup Global Markets

Timothy Sullivan

Managing Director, Head of New England Region and Housing Finance

UBS Financial Services

Florence Zeman

Associate Managing Director

Moody's Investors Service

9:30 am

FOCUS ON SINGLE FAMILY FOR INVESTORS

This session will focus on programs and products used in today's Single Family market environment. Panelists will discuss how they are managing their programs and innovating products to meet customer and investor demands.

Joe Monitto - Moderator

Director, Housing Finance Department

Bank of America Securities

Chuck Karimbakas

Chief Financial Officer

Mass Housing

Melanie Weathers, CPM

Senior Financial Administrator

Florida Housing Finance Corporation

Marian Zucker

Sector Leader - Public Finance Housing

S&P Global Ratings

 

10:00 am

COFFEE NETWORKING BREAK

10:30 am

LEGAL DEVELOPMENTS

Panelists will discuss the latest important legal issues such as housing subsidies and direct placement issues. Our legal eagles will talk about newly proposed legislation and regulations and how it will impact the affordable housing sector.

Charles E. Carey

Member

Mintz

Kevin Murphy

Partner

Hawkins Delafield & Wood LLP

11:00 am

MAKING THE MOST OF TBA PROGRAMS

TBA programs continue to soar. Panelists will discuss marketplace pricing and demand for the various TBA programs and how the current market dynamics will impact performance and changes to the programs.

Mike Awadis

Managing Director

Hilltop Securities

Brian Rossello

Director of Housing Finance

Delaware State Housing Authority

Chris Belhumeur

Managing Director, Head of Securitized Products Sales and Trading

Hilltop Securities

11:30 am

AGENCY CRITERIA AND POLICY CONCERNS

The session will provide an update on the GSEs. Panelists will discuss how the new federal mandates are being implemented, the federal outlook and the movement to end conservatorship.

Erin Quinn

Director HFA Engagement

Freddie Mac

Duane McCrobie

Senior Capital Markets Analyst

Ohio Housing Finance Agency

Cris White

Executive Director and CEO

Colorado Housing and Finance Authority

12:00 pm

LUNCH

2020 Lifetime Achievement Award Presentation

— Ellen Duffy, New York City Housing Development Corporation

SPONSORED BY:   HILLTOP SECURITIES

1:00 pm

BY THE NUMBERS — HOUSING TECH TALK

Looking at key housing market indicators such as pricing spreads, bond yields, rates and MBS specified pools, panelists will take a deep dive on the numbers. What's the cost of call options, and how should their benefit be analyzed?

Kevin Cavin, CFA

Managing Director, Head of Mortgage Strategy

Stifel

Tom Kozlik

Director, Head of Municipal Strategy and Credit

Hilltop Securities

Benjamin Madorsky

President

CfX Incorporated

1:30 pm  

NEW DEVELOPMENTS IN MULTIFAMILY HOUSING: COPING WITH THE AFFORDABLE HOUSING CRISIS ACROSS INCOME RANGES

Meeting Housing needs is a challenge across income ranges. Panelists will discuss innovative ways they are tackling the Workforce/Middle Income market segment.

Alan Jaffe

Managing Director

Jefferies LLC

Ellen Duffy

Sr. Vice President for Debt Issuance and Finance

New York City Housing Development Corporation

Thomas Bryan, CPA

Chief Financial Officer

Colorado Housing and Finance Authority

Christopher Donald

Interim Executive Director

District of Columbia Housing Finance Agency

2:00 pm

WHAT'S NEXT? SMITH'S ESGradingsTM

Since its inception in 1992, Smith's has been at the leading edge, incorporating ESG components and the subsequent impact on investments in our analytics. As a champion of the affordable housing market and with three decades of data and experience, Smith's will make the connection between ESG components such as climate risk, the social network of communities and governance, and a new approach to thinking about how projects can be developed and delivered.

Terence Smith

CEO

Smith’s Research & Gradings

2:30 pm

MULTI-FAMILY HOUSING

The demand for affordable multi-family housing continues to grow.  Panelists will discuss market concerns, how the need is being met and what the investment community wants.

Mikiyon Alexander

Senior Director, U.S. Public Finance

Fitch Ratings

Richard Froehlich

First Executive Vice President and Chief Operating Officer

New York City Housing Development Corporation

Christopher Moriarty

Managing Director

Stifel

 

3:00 pm

COFFEE NETWORKING BREAK

3:30 pm

A VIEW FROM THE BUYSIDE

Buyers have a variety of reasons and ways of investing in the housing sector — including taxable, tax-exempt, return on investments, distressed situations, and social good. Panelists will discuss how housing investments fit into their portfolio and the buyside perspective on the sector.

Kevin O'Brien

Vice President, Fixed Income Trader

Sit Investment Associates

Ellen Rossi

Senior Director, Muni Portfolio Research

Nuveen Asset Management

Barbara VanScoy

Fellow

Heron Foundation

Matt Whoriskey, CFA

Investment Officer, Fixed Income Research Analyst

MFS Investment Management

4:00 pm

NEW DEVELOPMENTS IN MULTIFAMILY HOUSING: CDFIS

Community Development Financial Institution (CDFI) bond issuance has generated much interest in the past year. These private financial institutions are new issuers of taxable housing bonds to help achieve affordable housing goals for low-income communities.

Rene Moreno

Director

HilltopSecurities

Rodrigo Vela

Chief Financial Officer

Raza Development Fund

David Clower

Chief Investment Officer

Raza Development Fund

Alán Bonilla

Director

S&P Global Ratings

Alan Hoffman

SVP & CFO

Century Housing

Peter Cannava

Managing Director

Wells Fargo Securities

4:45 pm

COCKTAILS AND ENTERTAINMENT

SPONSORED BY:  MINTZ

SPONSORED BY:  BANK OF AMERICA SECURITIES

5:45 pm

CONFERENCE ADJOURNS

Registration Fees

$1,125 per person Standard Rate:

(Broker/Dealer & Underwriting Firms, Sell-Side Firms, Commercial Banks, Financial Advisors, Attorneys,

Credit Enhancers, Corporate Trust, Rating Agencies)

$600 per person Investor Rate:

(Mutual Funds, ETFs, Hedge Funds, Asset Managers, Portfolio Managers)

$395 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 conference.

Group Discounts

Groups of 3 or more Standard Rate — $1,012.50 per person.

(Broker/Dealer & Underwriting Firms, Sell-Side Firms, Commercial Banks, Financial Advisors, Attorneys,

Credit Enhancers, Corporate Trust, Rating Agencies)

Groups of 3 or more Investors — $540.00 per person.

(Mutual Funds, ETFs, Hedge Funds, Asset Managers, Portfolio Managers)

Groups of 3 or more Issuer/Governmental Rate — $355 per person.

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.

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

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. 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

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.

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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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