Illinois Housing Councilinto LIHTC projects. Nationally, 46 QAP’s provide scoring advantages for...

Celebrating 10 Years of LeadershipIllinois Housing Council

in Affordable Housing

2012

President – Bruce Schiff FLS Group, LLC

Treasurer – George Dinges Development Services Group, Inc

First Vice President – Nick Brunick Applegate & Thorne-‐Thomsen

Executive Committee – Bill Luchini Capstone Development Group, LLC

Second Vice President – David Brint Brinshore Development, LLC

Executive Committee – Debbie Burkart NEF, Inc.

Secretary – Michael Geotz Laborers’ Home Development Corporation

Ex-‐Officio – Ben Applegate Applegate & Thorne-‐Thomsen

Diane Baker Worn Jerabek Architects P.C.

Bob Moss Boston Capital

Linda Brace Mercy Housing, Inc.

Mike Niehaus Windsor Homes, Inc.

Bob Helle Pathway Senior Living

Mark Skender Skender Construction

Bernard P. Husser Richman Group Affordable Housing Corp

Robin Snyderman Metropolitan Planning Council

Kevin Jackson Chicago Rehab Network

Kevin Waco Walsh Construction

Daniel Kotcher DKI, Inc

Brad White Brad White & Associates

Mark Laubacher The Laubacher Company

Andrew Geer Enterprise Community Partners, Inc

Susan Lencioni Affordable Housing Continuum

William Pelletier JP Morgan Capital Corporation

Bill Little Chicago Housing Authority

Bob Fein Red Stone Equity Partners

Lee Deuben Illinois Housing Council Executive Director

2012

IHC Boardof Directors

8:00 Breakfast & Sponsor Exhibition

8:45 Welcome-‐ Bruce Schiff, IHC Board President & Lee Deuben, Executive Director

Introductions from Conference Emcee-‐ Diane Baker, Worn Jerabek Architects

9:00-‐10:00

Panel One

Fulfilling the State’s Supportive Housing Priorities

As with many, the State of Illinois continues to grapple with providing community based housing options for vulnerable populations, Housing Finance Agencies throughout the nation are increasingly providing incentives to developers to integrate permanent supportive housing into LIHTC projects. Nationally, 46 QAP’s provide scoring advantages for permanent supportive housing. Why the positive trend – supportive housing works! This panel will focus on providing insight from developers, investors and public agencies about successful local and national models for integrating permanent supportive housing into your LIHTC project.

Moderator: Andrew Geer, Enterprise Community Partners, Inc

Panelists:

• Debbie Burkhart, National Equity Fund, Inc • Jessica Berzac, Daveri Development • Martha Knisley, Technical Assistance Collaborative

10:00-‐ 11:00

Panel Two

Exploring Year 15 Opportunities

This panel will explore topics including, issues and opportunities prior to year 15, what to expect with the end of the compliance period, what the investor expects as the end of compliance period approaches, opportunities to syndicate and much, much more

Moderator: Bruce Schiff, FLS Group, LLC

Panelists:

• Glen Graf, Applegate & Thorne-‐Thomsen • Judy Schneider, National Equity Fund, Inc.

ConferenceAgenda

2012

Thursday, March 22

2012

ConferenceAgenda

Thursday, March 22

11:00-‐ 11:15 Break

11:15-‐ 12:15

Panel Three

Legislative and Policy Panel – Making an Impact in DC and Here at Home

2012 is a crucial year. New political maps, budget crises at the state and federal levels, and more than a few key elections will have a major impact on our efforts to create and rehab affordable housing. As an industry, we need to make the case for key federal resources by: a) speaking with one voice to our elected officials and b) by highlighting ways to use key resources effectively. This panel will include a discussion about what is happening in DC and how we can work together to preserve the LIHTC and other key resources. Panelists will also share examples of how different local leaders and partnerships in the Chicago region are utilizing federal and state resources in new and creative ways, while leveraging needed private sector investment.

Moderator: Nick Brunick, Applegate & Thorne-‐Thomsen

Panelists:

• Bob Moss, Housing Advisory Group, Board Chair • David Gasson, Housing Advisory Group • Robin Snyderman, Metropolitan Planning Council • Rafael Leon, Chicago Metropolitan Housing Development Corporation

(CMHDC)

12:15-‐1:15 Networking Lunch

1:15-‐2:15

Panel Four

Wait, Wait… a Financing Update

Join this fast-‐paced panel update of first mortgage financing options. Includes new features from Fannie, Freddie, HUD as well as small loans from IFF, financing for energy efficiency upgrades and some interesting new bond finance structures. We’ll be looking for questions and participation from the audience.

Moderator: Mark Laubacher, The Laubacher Company

Panelists:

• Jim Wheaton, Community Investment Corporation • Victor Agusta, Enterprise Community Investment • Dawni Freeman, IFF

Agenda2012 Agenda

Conference

Thursday, March 22

2:15-‐ 2:30 Day Break

Provided by Alliant Capital, Brinshore Development & Metroplex, Inc

2:30-‐3:30

Panel Five

Green Certification

In order to maximize QAP points it is necessary to meet the certification standards for one of three Green Certification programs: LEED, Enterprise Green Communities or the National Green Building Standard certification at Emerald Level. These systems differ in their prerequisites and requirements. The choice of which system to use for a particular project type has dramatic financial and construction implications. Using case studies, this panel will describe how best to select the appropriate system for your project.

Moderator: Mike Jerabek AIA, Worn Jerabek Architects

Panelists:

• David M. Epley, Enterprise Community Partners, Inc. • Jason LaFleur, Alliance for Environmental Sustainability • Bill Styczynski, Styczynski Walker & Associates

3:30-‐5:00

Panel Six

Shark Tank: Competing for Capital in a Challenging Climate

Modeled from the ABC television show “Shark Tank”, this session has been designed to provide a comprehensive overview of the development process and the various factors that influence decisions and outcomes.

Moderators: Ben Applegate, Applegate & Thorne-‐Thomsen & Brian Coate, Lancaster Pollard

Panelists:

• David Brint, Brinshore Development • Larry Pusateri, Lightengale Group • Rachel Rhodes, National Equity Fund, Inc • Rob Wasserman, US Bank • Steve Quasny, BMO Harris Bank • Mike Jacobs, Alliant Capital • Bob Fein, Red Stone Equity Partners • Elliot Frolichstein-‐Appel, RBC Capital Markets

Fullfilling the State’sSupportive Housing Priorities

As with many, the State of Illinois continues to grapple with providing community based hous-ing options for vulnerable populations, Housing Finance Agencies throughout the nation are increasingly providing incentives to developers to integrate permanent supportive housing into LIHTC projects. Nationally, 46 QAP’s provide scoring advantages for permanent supportive housing. Why the positive trend – supportive housing works! This panel will focus on provid-ing insight from developers, investors and public agencies about successful local and national models for integrating permanent supportive housing into your LIHTC project.

Andrew Geer Vice President and Chicago Market LeaderEnterprise Community Partners, Inc.Board Member, Illinois Housing Council

Andrew Geer is vice president and Chicago market leader for Enterprise Community Partners, Inc. He focuses on identifying regional product opportunities in coordination with business line colleagues. Andrew is the lead in expanding Enterprise’s programmatic presence in Chicago with a priority on advancing initiatives with local partners that will improve the livability of low-income residents in Chicago, including green design, regional sustainability goals and healthy housing for vulnerable populations. Andrew has nearly 20 years of expe-rience in community development and nonprofit leadership and most recently served as executive director of Heartland Housing, Inc., a Chicago-based affordable housing organization. He led the company in all affordable and supportive housing activities for the parent organization – Heartland Alliance for Human Needs & Human Rights. Under his direction, Heartland Housing was involved in the devel-opment of more than 1,300 units of affordable, supportive and mixed-income housing with an asset base of over $150 million. During his 14 years at Heartland Housing, Andrew was deeply involved in the development of affordable housing to support the city of Chicago’s Plan to End Homelessness and the Chicago Housing Authority’s Plan for Transformation. Andrew also previously served as a community development lender focusing on nonprofit lending intermediaries, community facilities and affordable single-family and multifamily housing.

Andrew holds a bachelor’s degree from the University of Michigan – Ann Arbor and a master’s degree from University of Chicago’s Harris School of Public Policy Studies. He serves on numerous executive and advisory boards, including the Chicago Livability Working Group, Metropolitan Planning Council Housing Committee and Advisory Council for Inspiration Corporation. In the past Andrew served on the city of Chicago’s Five Year Affordable Housing Plan Advisory Council, the Supportive Housing Subcommittee for the state of Illinois’ Af-fordable Housing Task Force, the Preservation Compact and the executive committees of the Chicago Rehab Network and Supportive Housing Providers Association.

Jessica BerzacVice President of Acquisitions and DevelopmentDaveri Development Group, LLC

Jessica H. Berzac is responsible for the daily management of Daveri Development Group’s project pipeline. Ms. Berzac understands the ins and outs of the development process, and with her leadership, Daveri has consistently been successful in the annual highly competi-tive funding rounds for limited financial resources since its inception in 2007. Ms. Berzac facilitates coordination with market rate finance institutions, city government, grant programs, rental subsidies and LIHTC syndicators, and she also specializes in creating productive com-munity partnerships with service providers and non-profits.

Prior to joining the Daveri team, Ms. Berzac worked as a Multifamily Loan Officer at IHDA and was the Founding Executive Director of a community arts 501(c)(3) organization.

Supportive Housing Priorities

Fullfilling the State’sSupportive Housing Priorities

Deborah BurkhartVice President of Specialized HousingNational Equity Fund, Inc.Board Member, Illinois Housing Council

Deborah Burkart is vice president of specialized housing for the National Equity Fund, Inc., one of the largest national syndicators of low-income housing tax credits. She is an expert on affordable seniors housing and supportive housing financing and policy. Since joining NEF in 1992, she has assisted in the acquisition and underwriting of more than $800 million in tax credit equity for special needs projects. In addition, since 2007, Burkart has led NEF’s initiative to combat veterans’ homelessness and currently serves on the National Coali-tion for Homeless Veterans board. Burkart has served on several boards including the Illinois Housing Council, Heartland Housing Inc., the National Coalition for Homeless Veterans; has been a judge for NCSHA and CSH Supportive Housing awards programs; participated on panels for various state and national conferences, and was an advisor to Generation United on grand-family housing issues. Prior to NEF, Burkart was project manager at Building Diagnostics Inc. in Boston. Burkart graduated from Duke University and received a master’s degree in business administration and city and regional planning from the University of North Carolina at Chapel Hill.

Martha KnisleyNational Director, Community Support Initiative

Technical Assistance Collaborative

Martha Knisley is a nationally recognized leader in the development of community support systems and housing for people with disabili-ties. As the National Director of the Technical Assistance Collaborative’s Community Support Initiative, she is assisting states and local services systems to assure that the people with the most severe disabilities are provided the best practice community support services they need and choose to live successfully in the community. Ms. Knisley served as the first Director of the District of Columbia’s Depart-ment of Mental Health (DMH), from 2001 through 2006 and led the system out of Federal Court Receivership in 2002. During her tenure in the District, the system nearly tripled the number of individuals receiving community based services, expanded the array of services delivered and adopted many new evidenced based and promising practices. Ms. Knisley also served as the Director of Mental Health in Ohio and during her tenure the Department initiated statewide supportive housing and supported employment initiatives. She also served as Deputy Secretary for Mental Health in Pennsylvania and recently returned to assist Pennsylvania’s mental health system adopt a new housing plan and the Pennsylvania Department of Public Welfare adopt a broader housing plan for people with other disabilities and people in long term care. Over 3,300 persons have received housing assistance through this housing plan since 2008. She and her colleagues at TAC are assisting the state of Louisiana develop 3,000 units of permanent supportive housing for persons with a disability and for people who were homeless pre Katrina.

Ms. Knisley served on the Board of the North Carolina Housing Coalition for many years and served as Chair of the Board in 1996 and 1997. She helped create CASA, a non profit affordable housing development corporation and served on the Board of the Downtown Housing Improvement Corporation in Raleigh. She advises the National Council of State Housing Agencies, the National Alliance to End Homelessness and the National Association of State Mental Health Agencies on supportive housing policy. Ms. Knisley serves as the Federal Court Monitor in DAI v. Cuomo overseeing the development of community services and housing for adult home residents in New York City. Ms. Knisley holds a Bachelor’s Degree in Rehabilitation Counseling for Marshall University and a Masters in Counselor Educa-tion from the Ohio State University.

OpportunitiesExploring Year 15

This panel will explore topics including, issues and opportunities prior to year 15, what to ex-pect with the end of the compliance period, what the investor expects as the end of compli-ance period approaches, opportunities to syndicate and much, much more.

Bruce SchiffPartnerFLS Group, LLCBoard President , Illinois Housing Council

Bruce C. Schiff, has over 30 years of experience in the field of affordable housing finance, in particular the Section 42 Low Income Hous-ing Tax Credit (LIHTC) program. Throughout his career Mr. Schiff has routinely advised and assisted developers, managers, equity inves-tors, and public and private lenders in the financing and management of federally assisted affordable housing. His extensive experience includes providing audit, tax, project review and management consulting expertise to major LIHTC syndicated investors, not-for-profit organizations, limited partnerships, and property management clients.

In addition, Mr. Schiff has been instrumental in structuring the financing of a large number of successfully implemented affordable housing projects throughout the country. He has worked with numerous HUD and other federal and state housing programs, includ-ing: HOME; Sections 8, 202, 221(d)(3), 221(d)(4), 223(F), 236; and the Rural Development program; LIHTC; state tax exempt bonds and other IHDA loan programs. Mr. Schiff has experience with a broad variety of entities including the City of Chicago Housing and Economic Development, Illinois Housing Development Authority and the Chicago Housing Authority.

Glen GraffApplegate & Thorne Thomsen P.C.

Glenn concentrates his practice on the following areas: (1) the development of real estate with the low-income housing tax credit, the historic rehabilitation tax credit, the new markets tax credit, the tax credit for investment in alternative energy property, as well as the Illinois affordable housing tax credit, (2) the taxation of partnerships and LLCs, and (3) the taxation of not-for-profit organizations. He rep-resents syndicators, developers, investors and nonprofit organizations in structuring tax advantaged transactions. Glenn has also acted as an expert witness relating to tax credit transactions. He has represented clients in tax disputes before the IRS, the United States Tax Court and local tax authorities, with an emphasis on valuation issues.

Judy SchneiderSenior Vice President & Chief Credit OfficerNational Equity Fund, Inc.

Judy Schneider serves as senior vice president and chief credit officer for the National Equity Fund, Inc., with responsibility for under-writing and structuring new investment acquisitions. She also manages NEF’s Year 15 Disposition Program. Snce joining NEF in 2001, Schneider has established an underwriting department to evaluate the market, operations and guarantor capacity for new proposed projects. In addition, she continues to focus on developing systems and procedures to ensure consistency in risk analysis and reporting.

Her prior roles include vice president and Midwest manager at Banc One Community Development Corporation, VP underwriting and development for Ohio Capital Corporation, and housing development officer for the Colorado Housing and Finance Authority.

and Here at Home

Exploring Year 15Af fo rdable Ass is ted L i v ing Coal i t ion

Making an Impact in DCand Here at Home

2012 is a crucial year. New political maps, budget crises at the state and federal levels, and more than a few key elections will have a major impact on our efforts to create and rehab af-fordable housing. As an industry, we need to make the case for key federal resources by: a) speaking with one voice to our elected officials and b) by highlighting ways to use key resources effectively. This panel will include a discussion about what is happening in DC and how we can work together to preserve the LIHTC and other key resources. Panelists will also share exam-ples of how different local leaders and partnerships in the Chicago region are utilizing federal and state resources in new and creative ways, while leveraging needed private sector invest-ment.

Nick BrunickApplegate & Thorne Thomsen P.C.Vice President , Illinois Housing Council

Nick Brunick represents not-for-profit and for-profit developers, tax credit syndicators, and investors who are building or preserving affordable housing or developing commercial enterprises in low-income communities. He has experience with the full range of public and private financing sources used in the industry, including low-income housing tax credits, state tax credits, New Market Tax Credits (NMTC), HUD, USDA, and numerous city, state, and federal loan and grant programs. He also provides consulting services to municipali-ties, states, and not-for-profit community organizations on a range of public policy issues, including affordable housing.

Nick’s previous experience includes serving as the Director of Affordable Housing for Business and Professional People for the Public Interest, one of the nation’s premier public-interest organizations. His efforts there included legal, policy, and advocacy efforts to create and preserve affordable housing (especially near jobs and opportunity), to revitalize low-income communities, and to raise wages and incomes for working poor households. He helped to pass the first statewide rental subsidy program in Illinois (the largest in the country at the time), to develop new local inclusionary and affordable housing programs in the Chicago region, and to pass statewide legislation to encourage local municipalities to plan for and create more affordable housing. While at BPI, he also served as plaintiff class counsel for the Gautreaux plaintiff class, worked extensively with public housing residents, and served on HOPE VI redevelopment working groups, dealing with relocation, habitability, and financing issues.

Bob MossBoard Chair, Housing Advisory GroupBoard Member, Illinois Housing Council

Mr. Moss has 24 years of affordable multifamily housing experience including syndication, preservation and development, debt fi-nancing, tax credit applications and property management. Mr. Moss has originated over $1 billion in tax credit equity and debt. He is responsible for State Agency relationships and policy development, developer opportunities and applications, and directs the Origination Department effort nationally.

Mr. Moss serves on the boards for the New York State Association for Affordable Housing (NYSAFAH), the National Leased Housing Asso-ciation (NLHA), the Florida Coalition of Affordable Housing Providers (CAHP), the National Housing & Rehabilitation Association (NH&RA), and Illinois Housing Council (IHC). He is the Chairman of the Housing Advisory Group (HAG) which is active in preserving the credit program in Congress and served as the Federal Legislative Subcommittee Chair for the Housing Credit Group of the National Association of Home Builders (NAHB). At NAHB, he is a member of the Multi-Family Steering Committee and the Multi-Family Leadership Council. In 2007, Mr. Moss was the recipient of NAHB’s Daniel B. Grady Memorial Award in recognition of his commitment to the industry and most recently, stood before the House Ways and Means Committee on Tax Credit Modernization hearings. In addition, Mr. Moss serves on QAP advisory boards for over 20 state allocating agencies. He holds a BA from New Hampshire University.

Making an Impact in DCand Here at Home

Af fo rdable Ass is ted L i v ing Coal i t ion

David GassonExecutive DirectorHousing Advisory Group

David S. Gasson is Vice President and Director of Corporate Communications at Boston Capital Corporation. Mr. Gasson joined Boston Capital in 1995. He is responsible for all external communications for Boston Capital including community affairs, state and federal legislative issues, housing policy, public relations and marketing. He also directs Boston Capital’s philanthropic outreach through the Boston Capital Foundation.

Mr. Gasson is a frequent speaker at housing forums around the country on state and federal policy issues. He is frequently quoted in trade and national publications and has contributed editorial on federal housing policy to a number of publications. He is Executive Director of the Housing Advisory Group, an organization comprised of industry professionals from around the country founded to advocate on behalf housing issues. Mr. Gasson is on the Advisory Board of the Campaign for Affordable Housing and is a member of the National Association of Homebuilders Housing Credit Group, serving on its steering committee.

Before joining Boston Capital, Mr. Gasson served as Director of Congressional Communications for the Blue Cross and Blue Shield Association in Washington, D.C. Prior to joining the BCBSA he served on the staff’s of Congressman Richard Gephardt of Missouri and Senate Majority Leader George Mitchell of Maine. He is a graduate of the University of Florida.

Robin SnydermanVice President of Community DevelopmentMetropolitan Planning CouncilBoard Member, Illinois Housing Council

A native of the Chicago area, Robin Snyderman became housing director at MPC in 1998, intensifying the Council’s ability to increase the number of informed stakeholders committed to a range of quality housing options near jobs and transit throughout the region, as well as to successful public housing reform. Currently its vice president of community development, Robin has helped MPC launch several nationally recognized regional efforts, including the Regional Employer-Assisted Collaboration for Housing, landmark Regional Rental Market Analysis, a partnership with the Housing Committee of the Metropolitan Mayors Caucus, Building Successful Mixed Income Communities Forums, Regional Housing Initiative and, most recently, its interjurisdictional responses to the housing crisis and future housing needs, including the Neighborhood Stabilization Program. In 2002, Robin staffed the Gubernatorial Housing Transition Team Committee and currently serves on the Executive Committee of the Governor’s Housing Task Force. In 2011, she also co-chaired the State’s Linkage Working Group. MPC’s hous-ing and community development work has been featured at dozens of forums throughout the country, and in various articles for Shelter-force, Urban Land Institute Magazine, Policylink, the Brookings Institution, and other media, industry and academic publications.

Prior to her work at MPC, Robin worked for 10 years with San Francisco’s Mission Housing Development Corporation, developing and provid-ing supportive housing for formerly homeless adults. In addition to her work at MPC, Robin is a board member of the Illinois Housing Coun-cil, Heartland Housing, and Facing Forward to End Homelessness, and a trustee of the National Housing Conference.

Robin recently completed two terms as chair of the City of Evanston’s Housing Commission and as an affordable housing committee advisor for the Federal Homeloan Bank. She was a 2002 fellow of Leadership Greater Chicago and, in 2006, completed Harvard University’s Execu-tive Education Program for Senior Executives in State and Local Government, which is part of the John F. Kennedy School of Government. In 2010, Robin taught within Northwestern University’s Master of Arts in Public Policy and Administration Program.

Rafael LeonExecutive DirectorChicago Metropolitan Housing Development Corporation (CMHDC)

Rafael Leon is the Executive Director of the non-profit Chicago Metropolitan Housing Development Corporation (CMHDC) and its affiliates, with assets of over $50 million and more than 750 apartments in the metropolitan area. Rafael holds degrees from the Illinois Institute of Technology and from the Executive Program at Harvard University School of Design, Advanced Management Development Program (AMDP). Although most of CMHDC’s transactions have been completed without using government programs, the organization has been involved in transactions involving the preservation of affordable housing with LIHTC, 1602, TIF, FHLB, Illinois Donation Tax Credits, public housing, and NSP funds. Current efforts of CMHDC and its affiliates are concentrated in the south suburban Chicago metropolitan area with a recent ac-quisition of 86 single homes as part of a pilot preservation program developed by CMHDC.

Join this fast-paced panel update of first mortgage financing options. Includes new features from Fannie, Freddie, HUD as well as small loans from IFF, financing for energy efficiency up-grades and some interesting new bond finance structures. We’ll be looking for questions and participation from the audience.

Mark LaubacherPresidentThe Laubacher CompanyBoard Member, Illinois Housing Council

Mark has been a consistent innovator throughout 25 years in affordable housing development. He has raised over $250 million resulting in 18 SLF communities. For mature apartment properties, he has established a method to evaluate the full spectrum of owner options with considerations for all the features that affect property value. He has pioneered several “first-time” financing methods that have generated savings in the millions of dollars which since been used repeatedly by other practitioners.

Jim WheatonEnergy Savers Program ManagerCommunity Investment Corp.

Jim Wheaton is Program Manager for the Energy Savers program of the Community Investment Corp. (CIC). CIC is a non-profit corpora-tion and Chicagoland’s leading Multi-family Rehab Lender, providing financing to create and preserve affordable housing throughout the metro area. The Energy Savers program provides owners with fixed-rate low-interest financing for energy-saving improvements. Jim has more than 30 years’ experience in community development and affordable housing, and is a past recipient of the “Affordable Housing Leadership Award” from the Illinois Mortgage Bankers Association.

Vic AgustaDirector of Multifamily Mortgage Finance Central and Southeast RegionsEnterprise Community Investment, Inc

As director for Enterprise’s multifamily mortgage finance arm, Victor Agusta manages the company’s loan activities in the Midwest and Southeast regions. He originates permanent debt financing for multifamily rental property transactions using the company’s Fannie Mae, Freddie Mac and FHA platforms. Victor specializes in transactions involving affordable housing, particularly deals subsidized with Low Income Housing Tax Credits or Section 8 HAP Contracts. Enterprise has financed over $600 million of affordable and conventional housing. Prior to joining Enterprise in 2004, Victor spent two years originating and underwriting construction loans as vice president of Bank of America’s Community Development Lending group. Between 1997 and 2002, Victor worked for various real estate development companies in Chicago where he specialized in structuring complex multi-layered financing plans for affordable housing projects. Victor has a bachelor’s in economics from the University of Richmond and holds a master’s in urban and regional planning from the University of Pittsburgh.

Dawni FreemanSenior Loan OfficerIFF

Dawni Freeman is IFF’s Senior Loan Officer—Housing and is responsible for originating, underwriting, and monitoring IFF’s affordable housing loans across its five-state region. IFF is a nonprofit CDFI that supports affordable housing developers through low-cost, flexible financing for real estate projects in Illinois, Indiana, Iowa, Missouri, and Wisconsin. Prior to joining IFF she worked for the Illinois Housing Development Authority (IHDA) on a broad array of affordable housing projects across Illinois.

Wait, Wait...a Finacing Update

In order to maximize QAP points it is necessary to meet the certification standards for one of three Green Certification programs: LEED, Enterprise Green Communities or the National Green Building Standard certi-fication at Emerald Level. These systems differ in their prerequisites and requirements. The choice of which system to use for a particular project type has dramatic financial and construction implications. Using case studies, this panel will describe how best to select the appropriate system for your project.

Mike Jerabek, AIAPartnerWorn Jerabak Architects, P.C.

Graduate of the Illinois Institute of Technology and the Harvard Graduate School of Design’s summer program, Michael Jerabek has twelve years of experience at Worn Jerabek Architects. In his time at Worn Jerabek Architects, he has been the Project Architect responsible for all project phases on jobs that have required transition plans, community presentations, Department of Housing design reviews, and pay out and progress review meetings with the Illinois Housing Development Authority. He was on the honorable mention team for the Chicago Tribune’s Cabrini Green planning competition and the Green Homes for Chicago winning team. Mr. Jerabek is Project Architect on the Hope VI team; the Proj-ect Architect for their Supportive Living Facility, Churchview III; and responsible for multiple IHDA affordable senior and family developments throughout the state and in Chicago. He is a Registered Energy Professional with the City of Chicago.

David M. EpleyProgram Director, Energy Performance Enterprise Community Partners, Inc.

David Epley is the Program Director for Energy Performance in the Green Communities Department at Enterprise Community Partners, Inc.　 His work with Enterprise focuses on the implementing the Green Communities Certification and Verification processes, and providing technical building science and sustainable design assistance to project teams and Enterprise partners. Before taking his position at Enterprise, he worked with the DOE Solar America Cities program at the City of Pittsburgh, with Ibacos, Inc, an integrated building and construction solutions company, and owned a Home Energy Rating company that provided energy audits and 3rd party testing and verification. He holds a graduate degree in Sustainable Design from Carnegie Mellon University, Pittsburgh, PA, and an undergraduate degree in Environmental Studies, Concentration in Ecology and Evolutionary Biology from the University of Tennessee.

Jason LaFleurRegional DirectorAlliance for Environmental Sustainability

Jason La Fleur works as a Regional Director for the Alliance for Environmental Sustainability (AES), a non-profit organization devoted to education and support for green homes. At AES, he directs education programs and helps project teams throughout the upper Midwest build third-party verified green homes that meet LEED, Green Communities, and ENERGY STAR standards. Additionally, he chairs the US Green Building Council (USGBC) Illinois chapter’s Residential Green Building committee. Jason speaks frequently on residential green building, and was the 2010 recipi-ent of the USGBC Illinois chapter’s “Green Speak” Award. Jason holds a Master’s in Education from the University of Illinois, and Prior to AES, he worked at the Appraisal Institute, developing education for real estate appraisers. He is currently an instructor for the Appraisal Institute’s green building courses.

Bill StyczynskiPresidentSWA Architects

In 1980, Bill founded the firm that would become SWA Architects, which has served Chicago area clients for over thirty-two years. The firm has a diversified architectural background, including commercial, industrial, retail, offices, restaurants, multi-family and residential projects. In recent years the firm has focused its attention to more energy efficient sustainable homes and includes design/build services as part of the services provided. Bill received his architectural degree from the University of Illinois, Chicago.

Green Certification

Shark Tank:

Modeled from the ABC television show “Shark Tank”, this session has been designed to provide a comprehensive overview of the development process and the various factors that influence deci-sions and outcomes.

Ben ApplegateApplegate & Thorne Thomsen P.C.Ex-Officio, Illinois Housing Council

Ben Applegate concentrates his practice in the area of affordable housing development and finance. He has significant experience with various federal, state and local loan and grant programs utilized for the rehabilitation or new construction of multi-family housing, including housing for families, the elderly, the homeless and individuals with special needs. Ben’s practice includes the representation of developers, lenders and investors involved with projects which utilize the syndication of low-income housing tax credits. Ben has also assisted clients with various programs created to preserve HUD’s older-assisted inventory and has significant experiencepublic housing mixed-finance transactions representing developers, investors and public agencies.

Brian CoateVice President

Lancaster Pollard Mortgage Company

Brian Coate is a vice president for Lancaster Pollard Mortgage Company, a leading Fannie Mae/FHA/GNMA/USDA-approved mortgage lender based in Columbus, Ohio. The firm is affiliated with Lancaster Pollard & Co., an investment banking firm that specializes in providing capital funding to the senior living, health care, affordable housing and private education sectors. Mr. Coate is the primary point of contact for housing clients in Indiana and Illinois and is responsible for helping clients evaluate their options, in addition to all underwriting and closing details.

Mr. Coate has focused his efforts on affordable housing, providing client guidance and support on a range of mortgage loans for rehabilita-tions, new construction and refinance projects. His thorough understanding of, and experience with, financing programs such as Fannie Mae, FHA, USDA and low-income housing tax credits have allowed him to creatively combine financing options to achieve the most cost-effective outcome for clients nationwide. Mr. Coate received a bachelor’s of science degree in finance from Miami University in Ohio with a minor in entrepreneurship. Prior to joining the firm, he was a management associate and commercial loan analyst at Park National Bank. He has served on a number of nonprofit advisory boards.

David BrintPrincipalBrinshore Development, LLC

Mr. Brint is involved in all development activities including acquisitions, development financing, equity syndication and property management activities. Mr. Brint has arranged over $ 1 billion in complex financial transactions utilizing a variety of tools including: tax exempt bonds, Feder-al HOPE VI, CDBG, Empowerment Zone and HOME funds, mortgage-based and cash-flow loans, credit enhancements, Historic and Low Income Tax Credits, TIF financing and assorted grant programs. These creative financing tools have been used to leverage public and private resources and have enabled the development of over 5000 units of successful affordable housing. Mr. Brint, on behalf of Brinshore Development, is also the Midwest Regional representative and Vice President for the Richman Group Capital Corporation, L.L.C., a national syndicator of low income housing tax credits. He oversees all of the due diligence, market rate analysis and acquisition closing for the company’s Midwest region, which has amounted to over $300 million since 1994. Since 1982, Mr. Brint has worked in the real estate development field. From 1988- 1993, Mr. Brint was the Chief Operating Officer for a major real estate developer. In this capacity, he was responsible for acquisition, finance, develop-ment and property management of over 500 affordable housing units in Chicago. Mr. Brint also was a manager of real estate advisory services at a major Certified Public Accounting firm in Chicago from 1982-1988. Mr. Brint presently serves as Board President for the Foundation for Retinal Research, which he co-founded; Member of Board of Directors and Executive Committee for the Foundation Fighting Blindness; Chair of the Science Committee of the Foundation Fighting Blindness; Board Member of the National Neurovison Research Institute; Board Director of the Illinois Housing Council, Board Director of The Chicago Lighthouse for People Who are Blind and Visually Impaired and Board Director of Karate Can Do Foundation; Former Member of the Chicago Federal Home Loan Bank Board Community Investment Advisory Council; Founding Member and past Director of Highland Park Community Land Trust. He formerly served as Board President of the Victor C. Neumann Founda-tion, a not-for-profit organization dedicated to serving developmentally disabled individuals. Mr. Brint received a bachelor’s degree in econom-ics from the Wharton School at the University of Pennsylvania.

Competing for Capitalin a Challenging Climate

Elliot Frolichstein-AppelVP-Investment ManagerRBC Tax Credit Equity Group

Elliot Frolichstein-Appel currently serves as Investment Manager with a focus on structuring and closing lower tier investments on the Syndi-cations team, along with originations activity across Illinois. Elliot joined RBC in 2000 as a Vice President for RBC’s Chicago office, responsible for acquiring, structuring, and underwriting tax credit projects. He specializes in transactions with non-profit development partners and in projects with complex financial structures, as well as working on some of RBC TCEG’s national developer relationships. Prior to joining RBC in 2000, Elliot served for four years in a similar capacity with the National Equity Fund, where he was responsible for some of the organization’s most complex and innovative investments, as well as for marketing strategies in several Midwest states. He also had a leading role in some of the organization’s technology and reform initiatives. He has additional professional experience with a variety of small businesses, non-profit or-ganizations and political campaigns. Elliot received a master’s degree from the Yale School of Management and a bachelor’s degree from the University of Michigan.

Rob WassermanSenior Vice President of Acquisitions for Low-Income Housing Tax Credit InvestmentsUS Bank Community Development Corporation

Robert J. Wasserman is Senior Vice President of Acquisitions for Low-Income Housing Tax Credit Investments for US Bank Community Develop-ment Corporation. Rob began his career acquiring, underwriting, closing, and syndicating Low-Income Housing and Historic tax credit transac-tions for national tax credit syndicators. Prior to his current role, he was Managing Director of Tax Credit Syndications and also managed the West Coast office for originations and acquisitions of New Markets Tax Credits and Solar Tax Credits, both at US Bank Community Development Corporation. Rob holds a J.D. from the UCLA School of Law and an M.B.A. from the Anderson School of Business at UCLA. He is active in char-ter school development and sits on the board of KIPP St. Louis.

Michael JacobsVice PresidentAlliant Capital

Michael Jacobs joined the Alliant team in April 2011 to head up originations primarily in the 15 states that make up the Midwest. Prior to joining Alliant, Mr. Jacobs worked as the Midwest Regional Vice President for the National Equity Fund, where, over his 12 year tenure, he not only oversaw all the LIHTC acquisitions in the region but also oversaw asset management as well. Prior to that he worked at Century Place Development Corporation (now Heartland Housing) in Chicago, Illinois, where he was director of property and asset management – overseeing 2,500 units of LIHTC and special needs housing. He has as also worked as a researcher for the University of Michigan, as community housing Vista Volunteer in the City of Detroit, and as a policy liaison at the Ann Arbor Historic District Commission. Mr. Jacobs has his master’s degree in urban and regional planning from the University of Michigan. He works out of Alliant’s Chicago office and can be reached at 312-953-5302 or [email protected]

Bob FeinChief Operating OfficerRed Stone Equity Partners

Bob Fein is Chief Operating Officer for Red Stone Equity Partners and assists with the day-to-day operations of Red Stone Equity Partners’ investment activity. Bob works closely with outside counsel in overseeing the acquisition of LIHTC projects, is directly involved in all investor closings, and actively participates in various facets of asset management. Bob has over 24 years of real estate experience and more recently, 12 years of syndication experience and has participated in the acquisition and syndication of approximately $3 billion of tax credit equity. Prior to joining Red Stone, Bob served as Executive Vice President and General Counsel of a national tax-credit syndication firm and Prior to that, Bob practiced law for over 12 years and was a partner with Kahn Kleinman. Bob is an active panelist at tax credit conferences and serves on the Board of Directors of the National Housing and Rehabilitation Association and is also serving on NHRA’s policy leadership committee. Bob is a member of the Steering Committee of the Housing Credit Group of the National Association of Home Builders, and is a member of the Illinois Housing Council. Bob also participates with the Housing Advisory Group and the American Bar Association’s Forum on Affordable Hous-ing. Bob obtained his BSBA in Accounting from The Ohio State University, where he also obtained his law degree with honors.

Shark Tank: Competing for Capital

in a Challenging Climate

Rachel RhodesVice President - Midwest RegionNational Equity Fund, Inc

Rachel Rhodes is Regional Vice President for the National Equity Fund’s (NEF’s) acquisition and origination activity in the Midwest. NEF is a Chicago-based national tax credit syndicator with a portfolio of approximately $9.5 billion in equity investment across the country. Prior to joining NEF 5 years ago, Rachel worked for JPMorgan Chase Community Development Real Estate, where she was a Vice President of perma-nent lending for tax credit developments throughout the Midwest and nationwide. Prior to her tenure at Chase, she was a Team Leader in the Multifamily Finance Department of the Illinois Housing Development Authority, providing taxable and tax-exempt financing, as well as Trust Fund and HOME loans for properties across Illinois.

Steve QuasnyDirector of Community Development LendingBMO Harris Bank

Steve Quasny is Director of Community Development Lending at BMO Harris Bank. His present responsibilities include the oversight of the lending group as a division of the Commercial Real Estate team. Mr. Quasny joined Harris Bank/BMO Financial Group in 1995 and has held roles in Community Development Lending for 13 years. He was most recently the Regional President of the Harris Lakeshore Region, over-seeing the retail operations of 18 downtown and north side Chicago branch locations. Prior to joining Harris, Mr. Quasny was with the City of Chicago Department of Housing from 1992-1995, and worked for First Chicago Corporation from 1985-1992. Mr. Quasny received his BA in Economics from the University of Illinois in Urbana. Mr. Quasny serves on the Board of the Chicago Community Loan Fund, Chicago Shake-speare Theater and the Boundless Readers/Rochelle Lee Fund. He is a past Loan Committee member of the Community Investment Corpora-tion and NHS Redevelopment Corporation and a past volunteer with the Arts and Business Council.

Larry PusateriVice PresidentLighten-Gale Group

Mr. Pusateri oversees client relations at LGG and manages consulting projects, with an emphasis on supportive housing. Mr. Pusateri has worked in the field of affordable housing development since 1987. Originally, he served successively as the first housing director of three of Illinois’ most prominent affordable housing agencies; the Statewide Housing Action Coalition, Lakefront SRO and Century Place Development (now Heartland Housing). Mr. Pusateri is also currently a principal at Daveri Development Group, LLC, which is a developer and owner of af-fordable housing rental developments. Mr. Pusateri operated Pusateri Development Associates, Inc. (PDA) as an affordable housing develop-ment consulting firm from 1995 through 2008. PDA assisted non-profit and for-profit developers in the creation of over 500 affordable housing units at a value exceeding $70 million. Some of those projects have been recognized by the Federal Home Loan Bank at the national level, as the Chicago Non-Profit Development of the Year by the Local Initiatives Support Corporation (LISC), National Fannie Mae Maxwell Finalists and received Good Neighbor Awards from the Chicago Board of Realtors. Mr. Pusateri has been a presenter at affordable housing seminars spon-sored by HUD, the Illinois Housing Development Authority, Chicago Department of Housing, the first National HIV/AIDS Housing Conference, the Chicago Rehab Network, Neighborhood Reinvestment Corp., the Chicago Community Loan Fund and the 1998 National Rural Housing Con-ference, among others. Mr. Pusateri also served as an affordable housing development finance instructor for the University of Illinois’ Urban Developer’s Program in 1998 and 1999.

Shark Tank: Competing for Capital

in a Challenging ClimateCompeting for Capital

in a Challenging Climate

LOOK

with US

Member FDIC. ©2012 U.S. Bancorp. All rights reserved. 6068

usbank.com

Go from where you are to where you want to be with U.S. Bank.This is the time to look ahead. To new expansions. To new horizons. We can help you grow your business and left every aspiration to new heights of prosperity.

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U.S. Bank is proud to sponsor the 2012 Illinois Housing Council Annual Conference...celebrating 10 years of promoting affordable housing!

6068 Illinois Housing Conference Ad.indd 1 3/1/12 4:03 PM

INVESTING IN COMMUNITIES. J.P. Morgan Capital Corporation is a leading equity investor in Low Income Housing Tax Credits since 1994, J.P. Morgan’s preferred investment vehicle is through a Single Investor Fund (SIF), whereby we are the sole investor in a partnership with a syndicator.

With more than a dozen available SIF relationships, there are many from which developers may choose. We also invest on a direct basis (no syndicator); however it is a scarce resource utilized in only select geographic markets.

We invest nationwide with a focus on twenty-three footprint states and will consider investments in most property types. Historically, our equity investments have been disproportionately weighted toward new construction developments, however, we have an increased interest in acquisition rehab projects in which there is the potential for immediate credit flow. Among other requirements these investments must meet our underwriting standards related to the rehab scope.

For more information on our footprint states, our syndicator partners and our rehabilitation requirements, call 312-732-7900.

FROM PLAN TO CREATION. Chase Community Development Banking provides financing for affordable rental housing and for developments that promote revitalization and stabilization in low- and moderate- income communities. CDB is committed to communities not only in its financing solutions but also in the enthusiasm with which it partners with its clients toward a common goal. What brings clients back time and again is certainty of execution – that is, Chase’s ability to deliver the promise, take projects from plan to completion, and help clients achieve their goals.

• Construction/renovation loans

• Permanent loans for properties with Low Income Housing Tax Credits (along with Chase providing construction loan)

• Letters of credit to support housing bonds during construction/lease-up period

• Direct purchase of affordable housing bonds during construction/lease-up period

• Commercial real estate loans using New Markets Tax Credits

For more information about Chase Community Development Banking, visit chase.com/cdb.

CREATING AND PRESERVING AFFORDABLE HOUSING

© 2011 JPMorgan Chase Bank, N.A. Member FDIC. “Chase” is a marketing name for certain businesses of JPMorgan Chase & Co. and its subsidiaries (collectively, “JPMC”). Products and services may be provided by commercial banking affiliates or other entities.

When it comes to providing clients with the right financing solutions, JPMorgan Capital Corporation is a leading equity investor. Across its bank footprint, Chase‘s strong reputation for its ability to understand, structure, underwrite, and close large, complex transactions has resulted in Chase being a leader in community development lending and investing.

“ Bank of America Merrill Lynch” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. Equal Housing Lender . Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp., all of which are registered broker-dealers and members of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. Investment products offered by Investment Banking Affiliates: Are Not FDIC Insured May Lose Value Are Not Bank Guaranteed. ©2012 Bank of America Corporation ARN465J3

Helping clients see their projects through,

for three decades, and the many years to come.

Opportunity at every step.™

With Bank of America Merrill Lynch, you can be confident about our affordable housing commitment.

We have worked closely with developers across the country for more than thirty years. Helping you

access capital, navigate government regulations, and take advantage of tax credit investing, liquidity

management, and the full range of financial tools.

Learn more at bankofamerica.com/CommercialRE

Daybreak SponsorsThe Alliant Company is a privately owned, fully integrated na-tional finance and investment firm with offices throughout the United States. The Company is comprised of five independent companies with assets under management in excess of $10 billion. The Alliant Company offers a comprehensive range of services and products including tax credit syndication for the de-velopment and financing of affordable housing. To learn more about Alliant’s work in the Midwest, contact: Mike Jacobs, Vice President - Originations at 312-953-5302 or [email protected].

Established in 1994, Brinshore Development, LLC is an innovative real estate company specializing in the development of residential communities that foster conservation, collaboration and affordability. Brinshore has undertaken dozens of developments, from large-scale master planned communities to the restoration of meticulously preserved historic properties. The Brinshore portfolio today encom-passes more than 4,000 residential units valued at more than $1 billion.

FirstMerit provides equity and loan products to de-velopers and operators of affordable housing, senior housing and healthcare facilities. Our specialties in-clude predevelopment consultative debt structuring, LIHTC construction/permanent loans and FHLB AHP grants. At FirstMerit, we’re working every day to help make affordable housing a reality.

Daybreak SponsorsIHDA (www.ihda.org) is a self-supporting state agency that finances the creation and the preser-vation of affordable housing across Illinois. Since its creation in 1967, IHDA has allocated more than $11.1 billion and financed approximately 221,000 affordable housing units for residents of Illinois. IHDA accomplishes its mission through a num-ber of federal and state funding sources and also independently sells bonds, based on its own good credit, to finance affordable housing in Illinois.

Metroplex, Inc is a leading management firm of affordable housing of all types and programs. It works with its clients offering its years of experience from the planning stages of a development through final completion to profitable opera-tions. Call us today at (312) 345-3250 or visit us at metroplexinc.com.

Thank you!

Foundation SponsorsAffordable Housing Continuum (AHC) is actively involved in all aspects of developing affordable housing includ-ing site acquisition, planning, developing, financing as well as providing an array of social programming. AHC’s works collaboratively with for-profit and not-for profit partners in a consulting capacity as well as a joint ven-ture partner.

The Alden Foundation Providing affordable housing for seniors

Since 1996, The Alden Foundation, a not-for-profit corporation, has successfully developed 611 apartments in 10 affordable independent and supportive senior living projects throughout the Chi-cago metropolitan area. The organization prides itself on design excellence, incorporating elements and amenities that foster social interaction and create comfort for senior residents. Every develop-ment blends with the surrounding community, tailored to the unique site. Interiors are also distinc-tively and tastefully designed with a contemporary flair. Creative programming by on-site staff helps to keep residents active, independent and young in spirit.

The cornerstone of Applegate & Thorne-Thom-sen’s practice was formed through years of representing developers, tax credit syndicators, investors, lenders, public housing authorities and community development organizations, among others, in the acquisition, financing, rehabilita-tion, construction and preservation of affordable housing and the revitalization of communities. Serving this broad base of clients affords us a unique understanding of the varied business and legal issues that are an integral part of housing and community development. We understand the complexity of multi-layered finance transactions and we work proactively with our clients to structure transactions. We combine our project man-agement skills with the latest technology, including inter active web based due diligence sites, in an effort to move transactions toward closing in the most expeditious and cost effective manner pos-sible.

Foundation SponsorsBaker Tilly is the full-service accounting and advisory firm whose specialized professionals connect with you through refreshing candor and clear industry insight. More than 5,000 contractors, real estate operators, developers, and investors turn to our industry specialists for audit, tax, and consulting expertise across the spectrum of the real estate and construc-tion industries.

Enterprise provides solutions that navigate the financial, political and social complexities of creat-ing safe, healthy and affordable homes in Illinois. Since 1983, Enterprise has invested more than $250 million to help create or preserve more than 5,200, homes and 231,500 square feet of com-mercial space in the State of Illinois.

FitzGeraldA s s o c i a t e s A r c h i t e c t s

FitzGerald Associates Architects’ experience with affordable housing through HOPE VI, the Chicago Housing Authority’s Plan for Trans-formation and LIHTC programs provides their public and private clients with award-winning architecture that conveys an enduring sense of place and community for residents, neigh-bors, and visitors at all income and opportu-nity levels.

A substantial portion of FLS Group, LLC prac-tice is devoted to affordable housing finance utilizing Section 42 Low Income Housing Tax Credits. With experience in Section 42 LIHTC that dates back to the program’s inception in 1986, our firm has become a leading national expert in affordable housing and tax credits.

Foundation SponsorsHaran & Associates Ltd is a medium sized certified pub-lic accounting firm with two locations to serve you, pro-viding accounting, auditing, tax, management consult-ing and computer technology services to small, medium and large size concerns throughout the United States. Haran & Associates auditing practice provides audit, review, cost certification, tax and consulting services to over 175 low income housing tax credit developments, 60 HUD insured multifamily housing developments and many other types of real estate.

Joseph J. Duffy Co.• General Contractors• Construction Managers

Joseph J. Duffy Co. knows the multifamily construction mar-ket, the experience & knowledge it takes to serve the client in Senior Housing: Independent, Assisted, Affordable/Supportive Living, Market Rate and Skilled Nursing. We team with the Cli-ent, Architects & Financial Consultants in a effort to insure an affordable quality building, plus preserving the client’s esthetic & functional requirements.

Since 1999, Lighten-Gale Group has assisted over 50 for-profit, non-profit and governmental agencies to build and preserve over 3,500 units of affordable housing.

Lighten-Gale provides financing strategy, completion of ap-plications, and coordination of funding and team members to get successful projects up and running.

The Affordable Housing Sector has fit very well into the overall platform for Madison Construction. 30% of our workload is dedicated to serving the under-served, 50% being repeat clients. Madison Construc-tion serves each client with the same level of so-phistication that is generally provided for the largest projects in Chicago.

Foundation SponsorsNational Equity Fund, Inc. is a nonprofit syndicator of LIHTCs connecting private capital to long-term affordable rental hous-ing investments. With its 2011 activity - $833 million equity investments for new construction and rehab projects creating 8,100 jobs - NEF now counts 2,100 LIHTC projects under man-agement, with $9.5 billion invested.

PNC Real Estate offers one of the industry’s most comprehensive arrays of financing solutions to commercial real estate owners, operators, developers and investors nationwide. PNC provides Tax Credit Capital solutions, as well as Freddie Mac DUS®, Fannie Mae and FHA loans for predevelop-ment, construction, interim and permanent financing of multifamily properties.

RED CAPITAL GROUP, LLC is a leading provider of debt/equity capital for multifamily, affordable, and seniors/health care projects nationwide. RED is comprised of three entities; Red Mortgage Capital, LLC, Red Capital Markets, LLC (MEMBER FINRA/SIPC) and Red Capital Partners, LLC. Specifically, Red Mortgage Capital, LLC, is a top Fannie Mae DUS® lender, the nation’s most active FHA MAP/LEAN lender and is also a Freddie Mac Seniors Housing Seller/Servicer.

Red Stone is a leading national real estate finance company that focuses on products tailored to meet the needs of multifamily developers and investors. Red Stone specializes in tax-exempt and affordable housing finance programs.

Foundation SponsorsReznick Group is a top 20 national accounting, tax and business advisory firm. Well known for our depth of knowledge in housing and real es-tate, we also serve a wide range of industries that include government, financial services, nonprofits, professional services, renewable energy and technology.

Skender is a premier construction firm providing sophisticated solutions from the conceptual phase to project completion. Serving clients in Metro Chicago and around the nation, our team is committed to maximizing value through innovative and cost-effective practices. Since 1955, we’ve built our reputation on ethics, honesty and trust.

Walsh is a Chicago-based general contractor with a group dedicated and focused on building affordable housing in Illinois. Our project management teams that build Affordable Housing have generally been exclusive to this project building type. The advantage Walsh brings is a very experienced team that will have a strong familiarity with affordable building processes for the owner and residents.

With construction of over 100 projects including over 7,400 units of affordable housing, Weis Builders has the experience to successfully navigate through all the unique requirements of affordable housing development. Recently completed and current Chicagoland projects include King Legacy Apartments, The Homestead of Morton Grove and Lake Park Crescent Phase IIA.

Sustaining Sponsors

DevelopmentServicesGroup

1220 IHC Conference

Illinois Housing Council

Would like to offer our Special Thanks to….

Annie Grossinger, Illinois Housing Council Public Relations and Communications Consultant

Liz O’Halloran, Illinois Housing Council – UIC Research Assistant

Conference Volunteers

Myriam Weaver, Reznick Group

Lilia Montoya, Applegate & Thorne Thomsen

Rose Dubin, National Housing Compliance

Lindsey Haines, UIC Graduate Student

Paulo Laorden, UIC Graduate Student

IHC Board Members that generously donated time in effort in the fundraising & planning of this event

Kevin Waco, The Walsh Group

Diane Baker, Worn Jerabek Architects

IHC Conference Planning Committee

Kevin Waco, The Walsh Group; David Layman, Hooker DeJong; Ben Applegate, Applegate Thorne- Thomsen; Renee Beaver, Novogradac; Brian Coate, Lancaster Pollard; Steve Wasilowski, Fitzgerald Associate Architects; Bruce Schiff, FLS Group; Susan Lencioni, Affordable Housing Continuum; Jeff Cunningham, Reznick Group; Michael Jacobs, Alliant Capital; Diane Baker, Worn Jerabeck Architects



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