Research & Gradings
conferences & Events
Webinars
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.
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.
Chairman & CEO
Smith's Research & Gradings
With months of upheaval due to the COVID-19 pandemic, the affordable housing sector is doing surprisingly well. Panelists will take a national look at the current market conditions, key credit factors, technical supply and demand innovations and the outlook for the affordable housing finance market. They will also explore how the market is handling social unrest and equity in the housing sector.
Director, Head of Municipal Housing
Citigroup Global Markets
Managing Director, Head of New England Region and Housing Finance
UBS Financial Services
Associate Managing Director
Moody's Investors Service
Volume is booming in the single family sector. This session will focus on how the market is handling the volume with various programs and products. Panelists will discuss how downpayment assistance along with sustainable bonds and social bonds are factoring into their programs to reach more people.
Director, Housing Finance Department
Bank of America Securities
Chief Financial Officer
Mass Housing
Senior Financial Administrator
Florida Housing Finance Corporation
Sector Leader - Public Finance Housing
S&P Global Ratings
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.
Member
Mintz
Partner
Hawkins Delafield & Wood LLP
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.
Managing Director
Hilltop Securities
Director of Housing Finance
Delaware State Housing Authority
Chris Belhumeur
Managing Director, Head of Securitized Products Sales and Trading
Hilltop Securities
Meeting Housing needs is a challenge across income ranges. Panelists will discuss innovative ways they are tackling the Workforce/Middle Income market segment.
Director
Barclays Capital
Alan Jaffe
Managing Director
Jefferies LLC
Sr. Vice President for Debt Issuance and Finance
New York City Housing Development Corporation
Chief Financial Officer
Colorado Housing and Finance Authority
2020 Lifetime Achievement Award Presentation
— Ellen Duffy, New York City Housing Development Corporation
Main Stage
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?
Managing Director, Head of Mortgage Strategy
Stifel
Managing Director, MBS/ABS Strategist
Hilltop Securities
President
CfX Incorporated
WHAT'S NEXT?
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.
CEO
Smith’s Research & Gradings
MULTI-FAMILY HOUSING
Although there are great pressures on the affordable multi-family housing segment, housing agencies and their bond programs have a stable outlook — in fact, there is tremendous demand for multi-family paper. Panelists will discuss trends in multi-family housing, programs and innovative tools being used to meet market needs.
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
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.
Vice President, Fixed Income Trader
Sit Investment Associates
Senior Director, Muni Portfolio Research
Nuveen Asset Management
Fellow
Heron Foundation
Portfolio Manager
Sit Investment Associates
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.
Independent
Chief Financial Officer
Raza Development Fund
Alán Bonilla
Director
S&P Global Ratings
SVP & CFO
Century Housing
Managing Director
Wells Fargo Securities
$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.
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 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 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 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.
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.
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.
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 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.
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.
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.