-Agenda
Wednesday, June 25, 2025
Wed 12:00 PM - 12:15 PM |
Welcome & Overview
Welcome to the course! This session will introduce CDFA, explain how to use the online software, and discuss the framework for the two-day Intro Housing Finance Course.
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Wed 12:15 PM - 2:00 PM |
Introduction to Housing Finance
To begin the course, we will discuss a brief history of housing finance that will provide context for the issues currently seen in the housing market. We will examine basic terms and vocabulary found in the housing sector including major players, partners, and stakeholders. Speakers will explore market segmentation with a special focus on understanding the differences between market rate, mixed-income, and affordable housing. This session will also provide an introductory overview of the various financing tools available for housing deals.
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Wed 2:00 PM - 3:15 PM |
Unlocking Federal Programs for Housing Developments
This session will focus on the various financing programs and tools available from federal agencies for housing developments and support. Experts will discuss Fannie Mae, Freddie Mac, and the Federal Home Loan Bank System. We will also explore various financing programs from the U.S. Department of Housing and Urban Development (HUD) and financing strategies to consider for certain types of housing development opportunities.
Speaker(s)
- ShaDonte Butler, Community Investment Business Development Manager, Federal Home Loan Bank of Atlanta
- Lisa Herrera, Sr. Director of Affordable Housing, RDF
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Wed 3:15 PM - 3:30 PM |
Break
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Wed 3:30 PM - 5:00 PM |
Using Bonds & TIF to Facilitate Housing Development
Private Activity Bonds (PABs) and Tax Increment Financing (TIF) are core development finance tools and can act as powerful catalysts for neighborhood transformation. This session will explore how bonds are used for housing developments, particularly in combination with district-based financing like TIF to invest in communities. Experts will provide case studies of housing deals that feature bonds and TIF.
Speaker(s)
- Dan Bronfman, Managing Director, Affordable Housing & Community Development Lending, Banc of California
- Elena Caminer, Senior Project Manager, SB Friedman Development Advisors
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Wed 5:00 PM |
Adjourn
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Thursday, June 26, 2025
Thu 12:00 PM - 12:15 PM |
Revisiting Day 1
Day 2 will begin with a review of key takeaways from Day 1 and the agenda for the second half of the course.
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Thu 12:15 PM - 2:15 PM |
Investing in Housing Financing with LIHTC
One of the most powerful financing tools in the development of affordable housing is the Low-Income Housing Tax Credit (LIHTC) program. This session will explore the basics of LIHTC deal structuring and the difference between the 9% and 4% credits. Experts will present case studies during this session to highlight guidelines and best practices.
Speaker(s)
- Emmett Donovan, Senior Vice President, Originations, Merchants Capital
- Alex Stekler, Vice President, KeyBanc Capital Markets
- John-Paul Vachon, Deputy Director - Equity, Massachusetts Housing Investment Corporation
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Thu 2:15 PM - 2:30 PM |
Break
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Thu 2:30 PM - 3:45 PM |
Other Tax Credit Programs to Invest in Housing Developments
There are other federal tax credit programs applicable to housing developments, including Historic Tax Credits for renovating historic buildings and New Markets Tax Credits (NMTC) for developing multi-family rental properties and mixed-use developments. Experts will demonstrate how these tools can be used for various types of housing developments and redevelopments, and provide case studies to showcase points of consideration for deal structuring.
Speaker(s)
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Thu 3:45 PM - 4:00 PM |
Break
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Thu 4:00 PM - 5:00 PM |
State and Local Financing Programs
Housing authorities are created at the state and local levels to provide capital to support affordable housing development and other community capital needs. This session will examine a few of the diverse programs available for housing development at the state and local levels. Experts will share example programs and projects, as well as the importance of comprehensive housing plans as a part of a community’s larger economic development strategy.
Speaker(s)
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Thu 5:00 PM |
Adjourn
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