NALHFA Workshop on Creating Affordable Housing With

Ocean Village – Rockaway, QueensArbor House, Bronx

NALHFA Workshop on Creating Affordable Housing with

Tax-Exempt Bonds and

Low-Income Housing Tax Credits

Thursday, October 23, 2014

10:00 a.m. – 4:00 p.m.

28th Floor

Chase Manhattan Bank

One Chase Manhattan Plaza

New York, NY 10005

9:30 a.m. – 10:00 a.m.Registration

10:00 a.m. -10:15 a.m.Welcome Remarks

Paula Sampson, NALHFA Vice President; Director, Department of Housing and Community Development, Fairfax County, VA

Richard Froehlich, ESQ, Chief Operating Officer and General Counsel, New York City Housing Development Corporation (HDC), NALHFA Board Member, Workshop Host

10:15 a.m. 11:45 a.m.Legal Panel

Moderator/Presenter: Richard Froehlich, Esq, New York City Housing Development Corporation

Susannah Lipsyte, Esq, Associate General Counsel, New York City Housing Development Corporation

Peter Weiss, Executive Director, Public Finance, JP Morgan Chase

11:45 a.m. – 12 NoonBreak

12 Noon – 1:00 p.m.Luncheon

Sponsored by: JP Morgan Chase

Speaker: Vicki Been, Commissioner, New York City Department of Housing Preservation and Development and HDC Board Chair

1:00 p.m. – 2:00 p.m.Investors Panel

Moderator: Nicholas Ratti, Principal, CohnReznick, Boston, MA

Korbin Heiss, Senior Vice President, Wells Fargo, New York City

Bill Traylor, President, Richman Housing Resources, New York City

2:00 p.m. – 3:00 p.m.Financing Panel

Moderator: Ellen Duffy, Senior Vice President, New York City Housing Development Corporation

Annie Lee, Vice President, JP Morgan Securities, New York City

Geoff Proulx, Executive Director, Public Finance, Morgan Stanley, New York City

Shaun Smith, Senior Director, Freddie Mac, McLean, VA

3:00 p.m. – 3:10 p.m. Break

3:10 p.m. – 3:50 p.m.Case Studies

Introduction: Matt Bissonette, Director, Citi Community Capital, New York City

Ocean Village, Rockaways, Queens. An acquisition/rehabilitation project by L+M Development, with financing provided by the New York City Department of Housing Preservation and Development and the New York City Housing Development Corporation

Rick Gropper, Development Director, L+M Development Partners, New York City

Elizabeth Oakley, Vice President | Sr. Relationship Manager, Wells Fargo Bank, NA

Arbor House, Bronx. A new construction green building with a hydroponic farm on the roof developed by Blue Sea Development with financing provided by the New York City Department of Housing Preservation and Development and the New York City Housing Development Corporation

Introduction: Bob Spangler, Managing Director, Municipal Finance Department, RBC Capital Markets, New York City

Les Bluestone, Blue Sea Development, New York City

3:50 p.m. – 4:00 p.m.Wrap Up

Richard Froehlich, Esq

Special thanks to our sponsors