housing credit connect 2019 attendee list as of 5/16/2019 · 2019-06-14 · housing credit connect...
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Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title OrganizationRichard Williamson Director of Asset Managment 42 Equity Partners, LLCLynn Ambrosy Managing Director Aegon Real Assets USKarissa Anderson Managing Senior Director Aegon Real Assets USAndy Crain Associate Director Aegon Real Assets US
Denise FazioSenior Director, Community Investments
Aegon Real Assets US
James Henderson Director Aegon Real Assets USLinda Hill Vice President II Aegon Real Assets USGary Howe Director Aegon Real Assets US
Paul LandherrSenior Mortgage Loan Product Analyst
Aegon Real Assets US
Yolanda Ramos-Denley Director of Operations Aegon Real Assets USWesley Thompson Senior Underwriter Aegon Real Assets USChris Wise Senior Associate Director Aegon Real Assets US
Lyn Burton Executive Director Affordable Housing Connections, Inc.
Joe DeGaetano Vice President Affordable Housing Partners, Inc.
Emily Cadik Executive Director Affordable Housing Tax Credit Coalition
Megan John Senior Policy Analyst Affordable Housing Tax Credit Coalition
Martin Elliott Vice President, Asset Management AIG SunAmerica
Michael Johnson Executive Vice President Alco Management, Inc.
Jen Erixon Senior Vice President, Origination Alliant Capital, Ltd.
Stacie NekusSenior Vice President, Investor Relations
Alliant Capital, Ltd.
Tyler LambertReal Estate Analysis and Acquisitions
American Capital Group
Adam Tomberg Investment Manager American Capital GroupDoug Harris CRA Manager American Express
David SeelyLoans and Investments Manager, Center for Community Development
American Express
Michelle Gylten Regional Sales Manager AmeriNat
Timothy O'MalleySenior Vice President, Sales and Marketing
AmeriNat
Russ Frazier President Anawim Housing
Nick Goede Director of Property Development Anawim Housing
Glenn Graff Partner Applegate & Thorne-Thomsen, P.C.Juan Bello Senior Compliance Officer Arizona Department of HousingCarol Ditmore Director Arizona Department of HousingJohn Juarez Asset Manager Arizona Department of Housing
Page 1 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Andrew RaelAssistant Deputy Director, Programs
Arizona Department of Housing
Jeanne Redondo Rental Programs Administrator Arizona Department of Housing
Steve StanleyVice President, Property Development
Artspace Projects, Inc.
Daniel O'Connell Vice President Astar Capital Management
Mike WilsonDirector of Real Estate Transactions
Atlanta Housing Authority
Jonathan Del Sol Director of ComplianceAtlantic Pacific Communities Management
Edwina Carrington Commissioner Austin Affordable Housing Corporation
Don Bernards Partner Baker Tilly Virchow Krause, LLPBill Boerigter Senior Manager Baker Tilly Virchow Krause, LLP
David EvansDirector of Affordable Housing - East
Baker Tilly Virchow Krause, LLP
David Haviland Manager Baker Tilly Virchow Krause, LLPMaria Barry Senior Vice President Bank of America Merrill Lynch
Iris BasheinSenior Vice President, Tax Credit Investments
Bank of America Merrill Lynch
Ari Beliak Vice President Bank of America Merrill LynchSusan Leahy Bank of America Merrill LynchChristopher Long Bank of America Merrill LynchClaudia Robinson Senior Vice President Bank of America Merrill LynchAndrew Rosen Senior Vice President Bank of America Merrill LynchBetsy Fellwock Vice President Bank of Oklahoma, N.A.Kevin Krueger Vice President Bank of Oklahoma, N.A.Gabe Brown Vice President Bank of the WestLaing Akers Of Counsel Barnes & Thornburg LLPKatrina Thompson Partner Barnes & Thornburg LLP
Bryan Venesy Partner Barnes & Thornburg LLP
Brian Lloyd Vice President Beacon Development Group LLCChristopher McCarthy Partner Beacon Hill Capital
James Gillespie Senior Vice PresidentBellwether Enterprise Real Estate Capital, LLC
Anthea Martin Senior Vice PresidentBellwether Enterprise Real Estate Capital, LLC
Philip MeltonExecutive Vice President, National Director of Affordable Housing and FHA Lending
Bellwether Enterprise Real Estate Capital, LLC
MaryBeth Musser Marketing AssociateBellwether Enterprise Real Estate Capital, LLC
Page 2 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Catherine Beulyn Office Manager Belmont Development Company, LLC
Pamela Miller Development Coordinator Belmont Development Company, LLC
Ken Bowron Position Developer Beneficial Communities Partners, LLC
Donald Paxton President Beneficial Communities Partners, LLC
Thomas Gleason Consultant Berkadia Commercial Mortgage LLCTonia Hedrick Senior Manager Bernard Robinson & Co., LLPNathaniel Jordan Manager Bernard Robinson & Co., LLPOlga Oganesov Senior Manager Bernard Robinson & Co., LLPChristopher Miller Developer Beyond Shelter, Inc.Chris Eisenzimmer President Blue Ridge Atlantic DevelopmentLisa Albers Senior Vice President BOK Financial
Gilbert GerstSenior Vice President, Community Development Banking
BOK Financial
Michael CallahanSenior Vice President, Director of Asset Management
Boston Capital
Brenda ChampySenior Vice President, Director of Acquisitions
Boston Capital
Kevin CostelloExecutive Vice President, Director of Institutional Investing
Boston Capital
Caitlin Crowe Vice President Boston Capital
David GassonDirector of Corporate Communications
Boston Capital
Carol HowardVice President and Director of Housing Compliance
Boston Capital
Rush Lincoln III Vice President Boston Capital
Michael Morey Director of Portfolio Management Boston Capital
Thomas PereiraSenior Vice President, Director of Structured Finance
Boston Capital
Corine Sheridan Director of Origination Boston Capital
Frederick CopemanSenior Vice President, Equity Production
Boston Financial Investment Management
Sarah Laubinger Executive Vice PresidentBoston Financial Investment Management
Nicole Santacroce Associate | Executive AssistantBoston Financial Investment Management
Patrick Bowen Principal/Owner Bowen National ResearchTracie Bowen Bowen National Research
Juan Vazquez Director of Compliance BRIDGE Property Management Company
Page 3 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title OrganizationKevin Morelli Chief Financial Officer Cabretta CapitalMichael Watts President Cabretta Capital
Dana BoolePresident and Chief Executive Officer
CAHEC
Marcus Gipner Manager, Fund Development CAHECJonathan Kinsey Fund Development Specialist CAHEC
Bob Landis Senior Vice President, Syndication CAHEC
Amanda Orfitelli Communications Specialist CAHECLeigh Ann Smith Board Member CAHEC
Mitchell Kass Senior Program ManagerCalifornia Debt Limit Allocation Committee
Jovan Agee Board Member California Housing Finance AgencyThomas Armstrong Asset Manager California Housing Finance Agency
TiaBoatman Patterson
Executive Director California Housing Finance Agency
AnaMarie Farias Board Member California Housing Finance AgencyKate Ferguson Director of Multifamily California Housing Finance Agency
Melissa FloresAssistant Director Board Relations and Executive Communications
California Housing Finance Agency
Suzanne Hague Board Member California Housing Finance AgencyTorin Heenan Attorney California Housing Finance AgencyKathy Phillips Director of Marketing California Housing Finance AgencyRuth Vakili Loan Officer California Housing Finance Agency
Carmen Doonan AnalystCalifornia Tax Credit Allocation Committee
Justin Espanol Program AnalystCalifornia Tax Credit Allocation Committee
Elizabeth Gutierrez-Ramos Compliance Program ManagerCalifornia Tax Credit Allocation Committee
David McDaniels Program AnalystCalifornia Tax Credit Allocation Committee
Jahan Tahaei Program AnalystCalifornia Tax Credit Allocation Committee
Meagan Tokunaga Special AssistantCalifornia Tax Credit Allocation Committee
Biu Wong Compliance Program ManagerCalifornia Tax Credit Allocation Committee
Matthew Lutz Executive Vice President Capstone Real Estate Services, Inc.Richard Floreani Partner Carlisle Tax Credit AdvisorsBen Barker Senior Associate CBRE Affordable HousingTimothy Flint Senior Vice President CBRE Affordable HousingMichael Goerdt Associate Cedar Rapids Bank & Trust CompanySam Kramer Associate Cedar Rapids Bank & Trust Company
Page 4 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Timothy WhiteSenior Vice President, Business Development
Cedar Rapids Bank & Trust Company
Ken Cederstrand Manager/Member Cederstrand ApartmentsJosh Hamilton Senior Vice President Century Housing CorporationDoug Chrisman President Chrisman Development, Inc.
Tim CoxChief Financial Officer/Vice President of Development
Chrisman Development, Inc.
Shelly CullinSenior Vice President of Development
Chrisman Development, Inc.
David Carr Vice President, Investor Relations Churchill Stateside Group
Dan DudaNational Association Director of Originations & Acquisitions
Churchill Stateside Group
Keith Gloeckl Chief Executive Officer Churchill Stateside Group
Bob StoutNational Director of Originations and Acquisitions
Churchill Stateside Group
Jerome Sullivan CFO Churchill Stateside GroupLindsey Holloway Chief Operating Officer Cimco Group
Mitzi HollowayChief Financial Officer/Compliance Director
Cimco Group
Joseph JonesVice President, Equity Capital Raising
Cinnaire
Christopher LaurentSenior Vice President, Business Development
Cinnaire
Mark McDaniel President/Chief Executive Officer Cinnaire
Dan Cooper Citizens Bank
Scott KilpatrickVice President, Community Development Investment
Citizens Bank
Steven Spall Managing Director Citizens Bank
Marjorianna Willman DirectorCity of New Orleans Office of Community Development
Max Madrid Board Member Civic Center Barrio Housing Corporation
Danny Rodriguez Board of Director Treasurer Civic Center Barrio Housing Corporation
Ronnie Sandoval President/Operations Manager Civic Center Barrio Housing Corporation
Andy Guzenski Broker CMR Risk & insurance Services, Inc.Travis Pearson President CMR Risk & Insurance Services, Inc.Matthew Barcello Manager CohnReznick LLPCindy Fang Partner CohnReznick LLPMichael Francescani Senior Consultant CohnReznick LLPAndrea Hayes Senior Associate CohnReznick LLPPushpita Kotikalapudi Partner CohnReznick LLPDarren Lis Business Development CohnReznick LLP
Page 5 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title OrganizationBeth Mullen Partner CohnReznick LLPRenee Scruggs Partner CohnReznick LLP
Susy Amador Program Compliance Officer Colorado Housing and Finance Authority
Terry BarnardMultifamily Production and Outreach Manager
Colorado Housing and Finance Authority
Peggy BoydBusiness Systems Analyst, Multifamily Compliance
Colorado Housing and Finance Authority
Grant Burnham Section 8 Officer Colorado Housing and Finance Authority
Melissa Castillo Commercial Lender Colorado Housing and Finance Authority
Kelli ClarkMultifamily Program Compliance Officer
Colorado Housing and Finance Authority
Mindi Cook Program Compliance Officer Colorado Housing and Finance Authority
Tim Dolan Senior Commercial Loan Officer Colorado Housing and Finance Authority
Gary Dominguez Construction Manager Colorado Housing and Finance Authority
Priscilla Fox Asset Management Officer Colorado Housing and Finance Authority
Shannon Friel Senior Credit Officer Colorado Housing and Finance Authority
Jaime GomezDeputy Executive Director and Chief Operating Officer
Colorado Housing and Finance Authority
Reginald Hyppolite Colorado Housing and Finance Authority
Steve JohnsonDirector, Community Development
Colorado Housing and Finance Authority
Charles Knight General Counsel Colorado Housing and Finance Authority
Jody Kole Board Member Colorado Housing and Finance Authority
Denver Maw Finance Manager Colorado Housing and Finance Authority
Brian Miller Director, Asset Management Colorado Housing and Finance Authority
Melissa Nuccio Paralegal Colorado Housing and Finance Authority
Masouda OmarManager, Multifamily Program Compliance
Colorado Housing and Finance Authority
Jeff Owsley Community Relationship Manager Colorado Housing and Finance Authority
Davina Ray Program Compliance Officer Colorado Housing and Finance Authority
Page 6 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Renee Saia Colorado Housing and Finance Authority
Amanda Sinclair Program Compliance Officer Colorado Housing and Finance Authority
Alyssa Swenson Program Compliance Officer Colorado Housing and Finance Authority
Caroline TraniCommunity Relationship Manager, Southern Colorado
Colorado Housing and Finance Authority
Cris WhiteExecutive Director and Chief Executive Officer
Colorado Housing and Finance Authority
Deborah Alter Manager 1 Connecticut Housing Finance Authority
Colette Slover Underwriter I Connecticut Housing Finance Authority
Joseph Voccio Assistant Director of Multifamily Connecticut Housing Finance Authority
Tammy Godfrey Compliance Director Cornerstone ResidentialLori Dunn Special Projects Coordinator Costello Compliance
Scott Michael Dunn Chief Executive Officer/Principal Costello Compliance
Tera Mehrer Costello Compliance
Sharon Dworkin Bell PresidentCouncil of Large Affordable Housing Owners
Nikki Perry Compliance Manager Cowboy Properties
Charles AndersonExecutive Vice President, Acquisitions
CREA, LLC
Anthony Bertoldi Senior Vice President CREA, LLCStefanie Brown Vice President, Marketing CREA, LLCMichael Murray Senior Vice President CREA, LLCGary Rodney Chairman CREA, LLCBrooke Solis CREA, LLCMargie Todd Event Manager CREA, LLC
Jeffrey WhitingPresident and Chief Executive Officer
CREA, LLC
Sean O'Connor Member Dauby O'Connor & Zaleski, LLCCemal Ozdemir Member Dauby O'Connor & Zaleski, LLCBlake Schrader Marketing Manager Dauby O'Connor & Zaleski, LLC
Lauren StephensConsulting & Business Development Manager
Dauby O'Connor & Zaleski, LLC
Lesley Edmond Housing Compliance OfficerDistrict of Columbia Department of Housing and Community Development
Ashley Johnson-Hare Deputy ManagerDistrict of Columbia Department of Housing and Community Development
Page 7 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Kenneth Wright Deputy Asset ManagerDistrict of Columbia Department of Housing and Community Development
Ted Blake Chief Financial OfficerDistrict of Columbia Housing Finance Agency
Jeff CooperDirector, Portfolio and Asset Management
District of Columbia Housing Finance Agency
Diminga de Carvalho Asset ManagerDistrict of Columbia Housing Finance Agency
Fredericka Earle Compliance ManagerDistrict of Columbia Housing Finance Agency
Todd LeeExecutive Director and Chief Executive Officer
District of Columbia Housing Finance Agency
Tracy Parker Associate General CounselDistrict of Columbia Housing Finance Agency
Monte Stanford Chief Operating OfficerDistrict of Columbia Housing Finance Agency
Jelani Whitt Asset ManagerDistrict of Columbia Housing Finance Agency
Kourtney Payne Manager Dixon Hughes Goodman (DHG) LLPDavid Weekley Dixon Hughes Goodman (DHG) LLPDiana McIver President DMA Development Company, LLC
Robert Hazelton President Dominion Due Diligence Group (D3G)
Tim AllenChief Financial Officer and Senior Vice President of Corporate Services
Dominium
Nick Andersen Vice President and Project Partner Dominium
Christopher Barnes Vice President and Project Partner Dominium
Jen Brewerton Vice President of Compliance Dominium
Russ Condas Senior Development Associate Dominium
Ryan Lunderby Vice President and Project Partner Dominium
Jennifer Malmon Portfolio Compliance Manager Dominium
Ron Mehl Vice President and Project Partner Dominium
Mark Moorhouse Senior Vice President and Partner Dominium
Paula Prahl Vice President of Public Affairs Dominium
Neal Route Senior Development Associate Dominium
Page 8 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Jeffrey Spicer Vice President and Project Partner Dominium
Mark Sween Vice President and Project Partner Dominium
Paul Sween Managing Partner Dominium
Ben Taylor Senior Development Associate Dominium
LeeAnn Price Asset Manager Douglas DevelopmentMark English President E&A Team, Inc.Gary Kirkman Housing Compliance Trainer E&A Team, Inc.
Brian HollenbackPresident and Chief Executive Officer
Economic Growth Corporation
Shannon BreuerTax Partner, Director of Affordable Housing
Eide Bailly LLP
Zach Jastram Audit Manager Eide Bailly LLPJulie Kafka Partner Eide Bailly LLPKayla Koehmstedt Office Marketing Coordinator Eide Bailly LLPAbby Lee Tax Senior Associate Eide Bailly LLPElizabeth Moreland President Elizabeth Moreland Consulting, Inc.Candace Swanger Director of Compliance EMG ManagementShauna Visser Compliance Specialist EMG Management
Peter Bakonyvari Director of Business Development Emphasys Software
Vivian CuevaDirector of Operations, Multifamily
Emphasys Software
Crystal Kirby Region Support Manager Emphasys SoftwareJorge Rabassa Multifamily Program Manager Emphasys SoftwareAlan Rivera Support Specialist Emphasys SoftwareGeorge Rodriguez General Manager Emphasys Software
Colin WellsDirector of Operations, Housing Locator
Emphasys Software
Jeffrey Connolly Senior Vice PresidentEnterprise Community Asset Management, Inc.
Kate Chavez Director, Capital Markets Enterprise Community Investment, Inc.
Kari DownesSenior Vice President, Capital Markets
Enterprise Community Investment, Inc.
Danielle Hammann Director, Capital Markets Enterprise Community Investment, Inc.
Chris Herrmann Vice President Enterprise Community Investment, Inc.
Bryan Hollander Originator Enterprise Community Investment, Inc.
Ariel Nurieli Senior Director Enterprise Community Investment, Inc.
Page 9 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Lianna Petroski Director, Conventional Equity Enterprise Community Investment, Inc.
Philip PorterVice President, Syndication, Originator
Enterprise Community Investment, Inc.
Andrea Russell Director, Event Marketing Services Enterprise Community Investment, Inc.
Charles WerhanePresident and Chief Executive Officer
Enterprise Community Investment, Inc.
Anna Zelinsky Senior Director, Capital Markets Enterprise Community Investment, Inc.
Sarah Brundage Senior Director, Public Policy Enterprise Community Partners, Inc.
Krista Egger Director, Green Communities Enterprise Community Partners, Inc.
Russell KaneySenior Program Director for Rural and Native American Housing
Enterprise Community Partners, Inc.
Andy MastersStrategic Partnership Manager, Knowledge, Impact and Strategy
Enterprise Community Partners, Inc.
Dorena RodriguezSenior Director, Asset Management Portfolio Performance
Enterprise Community Partners, Inc.
Joey CastleberryDirector, Investor Services & Fund Development
Enterprise Housing Credit Investments, LLC
Joe FuscoVice President and Chief Credit Officer
Enterprise Housing Credit Investments, LLC
Scott HoekmanPresident and Chief Executive Officer
Enterprise Housing Credit Investments, LLC
Jillian FlynnErnst & Young LLP Tax Credit Investment Advisory Services
Brian Herman Senior ManagerErnst & Young LLP Tax Credit Investment Advisory Services
Lisa ZebroErnst & Young LLP Tax Credit Investment Advisory Services
Gina MetzgerVice President of Affordable Housing
Fairfield Properties, LP
Dana Brown Vice President, LIHTC Investments Fannie Mae
John Ducey Fannie Mae
Jackie KaufmanManager, Multifamily Equity Investments
Fannie Mae
Sosthenes Klu Fannie Mae
Griffin KoupalManager, Multifamily Equity Investments
Fannie Mae
Michael Mintz Attorney Fannie Mae
Page 10 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title OrganizationKevin Unemori Managing Member FIC LLC
Robyn JudgeVice President, Federal Reporting and Investments
Fifth Third Community Development Corporation
Mikiyon Alexander Director, U.S. Public Finance Fitch RatingsJessica Soltz Rudd Senior Director Fitch Ratings
David HinesCompliance Monitoring Administrator
Florida Housing Finance Corporation
Tim Kennedy Special Assets Administrator Florida Housing Finance Corporation
Kevin Tatreau Director of Development Finance Florida Housing Finance Corporation
Ryan Hamilton Presiding Manager Four Corners Development, L.L.C.Adam Horton Chief Operating Officer Four Corners Development, L.L.C.Dwayne George Senior Director Freddie Mac
Steven Gildersleeve Multifamily Production Manager Freddie Mac
Amy Dosen Gardner Capital, Inc.Michael Gardner Principal Gardner Capital, Inc.
Keith Garovoy President Garovoy Compliance & Consulting, LLC
Stacy Day Vice President of Compliance Gateway Management CompanyMichael Airhart Senior Vice President George K. Baum & CompanyJames Stretz Senior Vice President George K. Baum & Company
Raven Thompson Housing Tax Credit SpecialistGeorgia Department of Community Affairs
Jill CromartieDirector, Office of Portfolio Management
Georgia Department of Community Affairs/Georgia Housing and Finance Authority
Tonya Curry Deputy Commissioner of HousingGeorgia Department of Community Affairs/Georgia Housing and Finance Authority
Ryan Fleming Tax Credit SpecialistGeorgia Department of Community Affairs/Georgia Housing and Finance Authority
Mark Shelburne Director, Office of Housing FinanceGeorgia Department of Community Affairs/Georgia Housing and Finance Authority
Sandy Wyckoff Special AssistantGeorgia Department of Community Affairs/Georgia Housing and Finance Authority
Jerry Anderson Executive Vice President Gill Group, Inc.Jimmy Crace Commercial Escrow Officer Gill Group, Inc.Chad Gill Principal Gill Group, Inc.Jana Jones Director of Marketing Gill Group, Inc.Kyle Orf Gill Group, Inc.Rebecca Ralston GMD Development LLC
Page 11 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title OrganizationMargaret Jung Partner Goldfarb & Lipman LLPRonald Green Shareholder Greenberg Traurig, LLPCollean Toupin Financial Solutions Analyst HAI Group
Caroline Caselli Founder/Chief Executive Officer Haven Connect
Blake Blanch Vice President, Capital Herman & Kittle Properties, Inc.Andrew Bradley Senior Financial Analyst Herman & Kittle Properties, Inc.Peter Brehm Financial Analyst Herman & Kittle Properties, Inc.Laurren Brown Marketing and PR Manager Herman & Kittle Properties, Inc.
Jeffrey KittlePresident and Chief Executive Officer
Herman & Kittle Properties, Inc.
Pat O'Connor Executive Vice President Herman & Kittle Properties, Inc.
Mike RodererSenior Vice President of Development
Herman & Kittle Properties, Inc.
Erika Scott Vice President Development Herman & Kittle Properties, Inc.Paul Lee Dispositions Manager Highridge Costa Companies
Brian Suess Vice President, Tax Credit Resale Highridge Costa Companies
Claire Merritt Analyst Hilltop Securities Inc.Timothy Nelson Managing Director Hilltop Securities Inc.Alan Cohen Partner Holland & Knight LLPJarrod Connors Holland & Knight LLPAnthony Freedman Partner Holland & Knight LLPEdward Hickey Partner Holland & Knight LLPSean Leonard Attorney Holland & Knight LLPJonathan Sirois Attorney Holland & Knight LLPWendy Tamis Robbins Attorney Holland & Knight LLPJanet Latimer President Horizon BankTed Witt VICE PRESIDENT Horizon BankCorey Asher Chief Financial Officer Housing & Tax Consultants, LLC
Brian HarbourAcquisitions and Dispositions Director
Housing & Tax Consultants, LLC
Anna DeSimone Author Housing 2020 Publishing, LLC
Eddy Alfonso Lead Product Manager Housing and Development Services, Inc.
Jed Graef Manager, Business Development Housing and Development Services, Inc.
Sheryl Krocek Business Development Manager Housing and Development Services, Inc.
Martha Lopez Systems Implementer Housing and Development Services, Inc.
Elena MirandaVice President of Business Development
Housing and Development Services, Inc.
Abdul MondolPresident, Housing and Development Software
Housing and Development Services, Inc.
Page 12 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Don Wright Senior Project Manager Housing and Development Services, Inc.
Dennis O'Donovan, Jr. Asset Manager Housing Development PartnersCharles Eisenberg Housing Partners, Inc.Matthew Brush Chief Financial Officer Hudson Housing Capital LLC
John HuffHuff & Associates Construction Company, Inc.
Suzanne Cope Director Hunt
Amy DickersonManaging Director, Investor Relations
Hunt
John Lee Director, Investor Relations HuntEmily Martin Director, Investor Relations Hunt
Dana MayoExecutive Managing Director, Hunt Capital Partners
Hunt
Joshua Reiss Hunt
Jeffrey Weiss President, Hunt Capital Partners Hunt
Carl WiseManaging Director, Investor Relations
Hunt
Christina Tracy LIHTC Investment Manager Huntington National Bank
Jack Hawkins HOME Programs Manager Idaho Housing and Finance Association
Maudi Hernandez HOME Asset Management Officer Idaho Housing and Finance Association
Gerald Hunter President and Executive Director Idaho Housing and Finance Association
Cory Phelps Vice President, Project Finance Idaho Housing and Finance Association
Brian Poe HOME Multifamily Finance Officer Idaho Housing and Finance Association
Teresa RickenbachSenior Multifamily Tax Credit Officer
Idaho Housing and Finance Association
Mari Todd Housing Compliance Auditor Idaho Housing and Finance Association
LaJean Wilson Housing Contract Analyst Idaho Housing and Finance Association
Andrew DeCoux Director, Multifamily Financing Illinois Housing Development Authority
Arieh Flemenbaum Assistant General Counsel Illinois Housing Development Authority
Audra Hamernik Executive Director Illinois Housing Development Authority
Jenna Hebert Multifamily Development Officer Illinois Housing Development Authority
Jennifer Miller Asset Management Senior Advisor Illinois Housing Development Authority
Page 13 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Nandini Natarajan Chief Financial Officer Illinois Housing Development Authority
Debbie Olson Chief of Staff Illinois Housing Development Authority
Keith PryorAssistant Director, Home Ownership Programs
Illinois Housing Development Authority
Allison RoddyDevelopment Officer, Multifamily Financing
Illinois Housing Development Authority
Timothy Veenstra Director, Asset Management Illinois Housing Development Authority
Patricia Williams AMS Supervisor Illinois Housing Development Authority
Andrew Zimmerman Manager, Investments Impact Community Capital LLC
Peter NelsonRental Housing Tax Credit Specialist
Indiana Housing and Community Development Authority
Alan RakowskiRental Housing Tax Credit Manager
Indiana Housing and Community Development Authority
Jacob Sipe Executive DirectorIndiana Housing and Community Development Authority
Ryan Splichal Compliance AuditorIndiana Housing and Community Development Authority
Stacy Cunningham LIHTC Analyst Iowa Finance AuthorityDerek Folden Underwriter Iowa Finance Authority
Jessica ZgobisVice President - Compliance Manager
J.P. Morgan
Juanita Pekay President Janken Housing Solutions, Inc.Sara Rudquist Compliance Consultant Janken Housing Solutions, Inc.Jennifer Schemenauer Janken Housing Solutions, Inc.Jessica Smith Janken Housing Solutions, Inc.Leah Turner Janken Housing Solutions, Inc.Brandon Hughey Partner Jones Walker LLPKelly Rushin Partner Jones Walker LLPCecile Chalifour Executive Director JP Morgan Chase Bank, N.A.Michael Rhodes JP Morgan Chase Bank, N.A.William Pelletier Managing Director JPM Capital Corporation
Fred BentleyDirector of Rental Housing Allocation
Kansas Housing Resources Corporation
Laurie Fritz Director, Asset Management Kansas Housing Resources Corporation
Keri Borst LIHTC Administrator Kay-Kay Realty Corp.R.J. Pasquesi President KCG Companies, Inc.Ina Spokas Vice President, Development KCG Companies, Inc.
Edwin KingExecutive Director and Chief Executive Officer
Kentucky Housing Corporation
Kelly Frank Vice President KeyBank
Page 14 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Robert Likes
Senior Vice President, National Manager of Community, Development Lending and Investment
KeyBank
Jennifer SeamonsSenior Vice President, Key Community Development Corporation
KeyBank
Jack Condon Partner Klein Hornig LLPM. Chrysa Long Partner Klein Hornig LLPSteven Paul Partner Klein Hornig LLPAndrew Totman Associate Klein Hornig LLPHeather Aeschleman Attorney Kutak Rock LLPBeth Ascher Attorney Kutak Rock LLPRichard Bonness Attorney Kutak Rock LLPRobert Coon Attorney Kutak Rock LLPJudith Crosby Attorney Kutak Rock LLPShane Deaver Attorney Kutak Rock LLPJill Goldstein Attorney Kutak Rock LLPWinifred Hawkins Partner Kutak Rock LLPBradley Jones Kutak Rock LLPDaniel Leddy Kutak Rock LLPCara Nesbitt Attorney Kutak Rock LLPRonald Sylvester Associate Kutak Rock LLPGregg Yeutter Attorney Kutak Rock LLPJason Hisey Project Manager La Frontera Center, Inc.Daniella Zepeda Hisey Associate Director of Housing La Frontera Center, Inc.
Oke JohnsonManaging Director, Compliance Services
LEDIC Realty Company, LLC
Callahan Seltzer Local Initiatives Support Corporation
Celia Smoot Local Initiatives Support Corporation
Ted Rozeboom ShareholderLoomis, Ewert, Parsley, Davis & Gotting, PC
Keith Cunningham Executive Director Louisiana Housing CorporationJeffrey Hevey Housing Specialist Louisiana Housing CorporationDione Milton Asset Management Manager Louisiana Housing CorporationWillie Rack Board Member Louisiana Housing CorporationBradley Sweazy Chief Operating Officer Louisiana Housing CorporationJanel Young Strategic Initiatives Director Louisiana Housing CorporationJeff Degree CPA Mahoney Ulbrich Christiansen Russ
Tom Johnson Officer Mahoney Ulbrich Christiansen Russ P.A.
John Ries Partner, Tax Credit Mahoney Ulbrich Christiansen Russ P.A.
Page 15 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
MaDonna Stevermer Partner, Tax Credit Mahoney Ulbrich Christiansen Russ P.A.
Daniel Brennan Director MaineHousingSteven McDermott Mulitfamily Loan Underwriter MaineHousingMark Wiesendanger Director of Development MaineHousing
Rebecca Frawley WachtelTax Credits and HOME Program Director
Massachusetts Department of Housing and Community Development
Matthew Seadale Housing SpecialistMassachusetts Department of Housing and Community Development
Peter Sargent Director of Capital DevelopmentMassachusetts Housing Investment Corporation
Anthony FracassoSenior Vice President, Investment Banking
MassDevelopment
Rachel Carlson MassHousing
Cynthia LacasseDirector of Rental Business Development
MassHousing
Kaitlyn Mulcahy Associate Underwriter MassHousingVincent Bennett President McCormack Baron Salazar, Inc.B. Nolan McCoy Founder McCoy Compliance & Consulting
Monica SharpDirector of Investor Relations and Fund Management
Merritt Community Capital Corporation
Karen Smyda Interim President Merritt Community Capital Corporation
Suzanne Vice Development Asset Manager Merritt Community Capital Corporation
Angela Henderson Financial AnalystMichigan State Housing Development Authority
Elizabeth Rademacher Financial AnalystMichigan State Housing Development Authority
Thomas Carlson Owner Mid America Management, Inc.Jerome Breed Principal Miles & Stockbridge P.C.Corenia Burlingame Counsel Miles & Stockbridge P.C.William Driggers Principal Miles & Stockbridge P.C.
Amy Geisler Supervisor of Residential FinanceMinneapolis/Saint Paul Joint Housing Finance Board
Angie SkildumManager, Residential Finance, Housing Policy and Development
Minneapolis/Saint Paul Joint Housing Finance Board
Renee Dickinson Multifamily Compliance Manager Minnesota Housing
Brian Haefner Loan Origination Director Minnesota Housing
James LehnhoffAssistant Commissioner, Multifamily Division
Minnesota Housing
Page 16 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Robert CollierSenior Vice President of Multifamily Programs
Mississippi Home Corporation
Tara Ellis Counsel Mississippi Home CorporationCliff Holmes Vice President, Tax Credits Mississippi Home Corporation
Bradley JoynerExecutive Vice President of Operations
Mississippi Home Corporation
Brandon Morey Compliance Officer II Mississippi Home CorporationScott Spivey Executive Director Mississippi Home Corporation
Greg Canuteson Senior Deputy DirectorMissouri Housing Development Commission
Tasha Douglas Compliance SupervisorMissouri Housing Development Commission
Samantha Gamble-Kintz Program and Policy AnalystMissouri Housing Development Commission
Alissa Ice Trust Fund AccountantMissouri Housing Development Commission
Joann Osorio AttorneyMissouri Housing Development Commission
Matt Fulson President Missouri Housing Partners, LLCBrent Barringer Managing Director of LIHTC Monarch Private CapitalBrent Hannah Director of Acquisitions Monarch Private Capital
Eric SpeichingerDirector of Federal Tax Credit Sales
Monarch Private Capital
Kellie Guariglia Multifamily Program Specialist Montana Housing
Rena Oliphant Tax Credit Compliance Specialist Montana Housing
Sean Hannan Senior Vice President Moors & Cabot, Inc.Aline Lavelle Senior Vice President Moors & Cabot, Inc.
Harper WongDirector, Community Lending Solutions
Mortgage Guaranty Insurance Corporation
Maria AbdoulKarim Compliance Manager MRI SoftwareMatt Butler MRI Software
Dave CzabalaIndustry Principal, Investment Management
MRI Software
John Gordon Principal MRI Software
Jennifer KellyPublic and Affordable Housing Marketing
MRI Software
Stan PriceVice President, Investment Management Solutions
MRI Software
Brian McGeady Managing Member MVAH Partners LLCMichael Riechman Managing Partner MVAH Partners LLC
Sheryl PutnamProfessional Development Director
Nan McKay & Associates, Inc.
Page 17 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Samantha SowardsManager of Curriculum Development and Senior Trainer
Nan McKay & Associates, Inc.
Paul CummingsSenior Vice President, Director of Originations and Capital Markets
National Affordable Housing Trust
Brian RobinsonSenior Vice President, Originations and Capital Markets
National Affordable Housing Trust
Michelle DillerProgram Manager, Sustainability and Green Building
National Association of Home Builders
Crystal Jackson Director, Multifamily Council National Association of Home Builders
Dean SchwankeVice President, Multifamily Housing
National Association of Home Builders
Jonathan Paine Executive DirectorNational Association of Local Housing Finance Agencies
Amy RosenthalDirector, Affordable Housing Development
National Church Residences
Tina Belanger Marketing Project Manager National Equity Fund, Inc.
Reena BramblettSenior Vice President, Equity Placement
National Equity Fund, Inc.
Deborah BurkartNational Vice President, Supportive Housing
National Equity Fund, Inc.
Lisa Decker Investor Relations National Equity Fund, Inc.
Michael Jacobs Senior Vice President, Originations National Equity Fund, Inc.
Rene Larson Compliance Attorney National Equity Fund, Inc.
Mark SiranovicSenior Vice President, Capital Markets
National Equity Fund, Inc.
Thomas Amdur PresidentNational Housing & Rehabilitation Association
Kaitlyn Snyder Director, PolicyNational Housing & Rehabilitation Association
James Grow Senior Staff Attorney National Housing Law ProjectRenee Williams Staff Attorney National Housing Law Project
Laura Abernathy Director of State and Local Policy National Housing Trust
Priya Jayachandran President National Housing TrustBen Goates Acquisitions Manager NDC Corporate Equity Fund, LP
Michael GriffinFund Manager, Director of Investor Relations
NDC Corporate Equity Fund, LP
James PoznikDirector of Acquistions and Underwriting
NDC Corporate Equity Fund, LP
Page 18 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Carolyn ZielinskiAssistant Director of Asset Management
NDC Corporate Equity Fund, LP
Scott HaberPresident and Chief Executive Officer
NDH Capital Corporation
Tammy Burd Tax Credit Compliance Specialist Nebraska Investment Finance Authority
Timothy Kenny Executive Director Nebraska Investment Finance Authority
Eric Matty Tax Credit Compliance Specialist Nebraska Investment Finance Authority
Kelly Schultze LIHTC Compliance Manager Nebraska Investment Finance Authority
Cordara Thompson Tax Credit Compliance Specialist Nebraska Investment Finance Authority
Sara Tichota LIHTC Allocation Manager Nebraska Investment Finance Authority
Daigo IshikawaReal Estate Development Project Manager
Nevada Hand, Inc.
Brendan Murphy Nevada Hand, Inc.
Denise CoxChief Compliance Audit Investigator
Nevada Housing Division
Natasha Dube Program Manager-LIHTCNew Hampshire Housing Finance Authority
Barbara Niland Asset ManagerNew Hampshire Housing Finance Authority
Bryan Mason Tax Credit AllocationsNew Jersey Housing and Mortgage Finance Agency
Jason Miller Tax Credit AnalystNew Jersey Housing and Mortgage Finance Agency
Shawn Colbert Director of Housing DevelopmentNew Mexico Mortgage Finance Authority
Patrick OrtizAssistant Manager, Asset Management
New Mexico Mortgage Finance Authority
Kathryn Turner Tax Credit Program ManagerNew Mexico Mortgage Finance Authority
Christine Wheelock Tax Credit Program AnalystNew Mexico Mortgage Finance Authority
Vincent Guglietta Director of Program ComplianceNew York City Housing Development Corporation
Alex Medina Vice President, ComplianceNew York City Housing Development Corporation
Trisha Ostergaard Deputy Director for CreditNew York City Housing Development Corporation
Aileen Reynolds Deputy Director of MarketingNew York City Housing Development Corporation
Page 19 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Elizabeth Rohlfing Vice President of CommunicationsNew York City Housing Development Corporation
Elizabeth Strojan Director of Government AffairsNew York City Housing Development Corporation
Nathan Bernard Partner Nixon Peabody LLP
Scott Cavallo Business Development Manager Nixon Peabody LLP
Thomas Giblin Partner Nixon Peabody LLPRichard Goldstein Partner Nixon Peabody LLP
Deborah VanAmerongenStrategic Policy Advisor, Government Relations & Public Policy, Affordable Housing
Nixon Peabody LLP
Derek DeHay Director, Affordable Housing NKF Affordable HousingVanessa Carnes Of Counsel Nolan Sheehan Patten LLPBrian Patten Partner Nolan Sheehan Patten LLP
Donna Mills Propoerty Management DirectorNorfolk Redevelopment and Housing Authority
Suma DunhamSenior Housing Development Analyst
North Carolina Housing Finance Agency
Paul Kennedy Board Member North Carolina Housing Finance Agency
Susan Westbrook Manager of Rental Assets North Carolina Housing Finance Agency
Jennifer HendersonDirector, Planning and Housing Development
North Dakota Housing Finance Agency
William Hourigan Housing Development Officer North Dakota Housing Finance Agency
Lisa Rotvold Board Member North Dakota Housing Finance Agency
Andrew Danner Member North Star Housing LLCLela Gruebel Member North Star Housing LLC
Aubry HocogVice-Chairperson, Board of Commissioners
Northern Marianas Housing Corporation
Jesse Palacios Corporate Director Northern Marianas Housing Corporation
Ignacio PerezChairman, Board of Commissioners
Northern Marianas Housing Corporation
Elbert Pinaula Property Manager Northern Marianas Housing Corporation
Kimo Rosario Board Member Northern Marianas Housing Corporation
Abby Cohen Principal Novogradac & Company LLP
Christianna Cohen Advertising Sales Representative Novogradac & Company LLP
Rachel Denton Partner Novogradac & Company LLP
Page 20 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title OrganizationCarol Hough Director of Sales Novogradac & Company LLPH. Blair Kincer Partner Novogradac & Company LLP
Peter LawrenceDirector of Public Policy and Government Relations
Novogradac & Company LLP
Stephanie Naquin Multifamily Compliance Novogradac & Company LLPMichael Novogradac Managing Partner Novogradac & Company LLPThomas Stagg Partner Novogradac & Company LLPDirk Wallace Partner Novogradac & Company LLP
Jack Kukura Chief Investment Officer Ohio Capital Corporation for Housing
Peg Moertl President & CEO Ohio Capital Corporation for Housing
Jonathan Welty Vice President Ohio Capital Corporation for Housing
Diane AlecusanBusiness and Project Administration Manager
Ohio Housing Finance Agency
Kelan CraigDirector, Planning, Preservation and Development
Ohio Housing Finance Agency
Holly Holtzen Acting Executive Director Ohio Housing Finance Agency
Darrell Beavers Housing Development Director Oklahoma Housing Finance Agency
Corey BornemannHousing Development Allocation Specialist
Oklahoma Housing Finance Agency
Danette CarrHousing Development Team Allocation Supervisor
Oklahoma Housing Finance Agency
Gerda Elpedes Housing Financial Analyst Oklahoma Housing Finance Agency
Kurt FiteDeputy Executive Director and Chief Financial Officer
Oklahoma Housing Finance Agency
Edsenna FranklinHousing Development Compliance Specialist
Oklahoma Housing Finance Agency
Deborah Jenkins Executive Director Oklahoma Housing Finance Agency
Sandra McGouganHousing Development Team Compliance Supervisor
Oklahoma Housing Finance Agency
Sheri PritchardHousing Development Compliance Specialist
Oklahoma Housing Finance Agency
Casey Baumann Underwriting ManagerOregon Housing and Community Services
Julie CodyAssistant Director, Housing Finance
Oregon Housing and Community Services
Tai Dunson-StraneOregon Housing and Community Services
Jennifer MarchandMultifamily Program Compliance Technical Advisor
Oregon Housing and Community Services
Margaret Salazar DirectorOregon Housing and Community Services
Page 21 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Tyler Young Loan OfficerOregon Housing and Community Services
Yashira Aybar Development Officer Pennsylvania Housing Finance Agency
Lisa Case Manager of Project Operations Pennsylvania Housing Finance Agency
Lynette Davenport Development Officer Pennsylvania Housing Finance Agency
P. David Doray Senior Development Officer Pennsylvania Housing Finance Agency
Carl Dudeck Director, Housing Management Pennsylvania Housing Finance Agency
Holly Glauser Director, Development Pennsylvania Housing Finance Agency
Melissa Grover Director, Government Affairs Pennsylvania Housing Finance Agency
Brian HudsonExecutive Director and Chief Executive Officer
Pennsylvania Housing Finance Agency
Gena Hudson Quality Control Officer Pennsylvania Housing Finance Agency
John Paone Board Member Pennsylvania Housing Finance Agency
Terri Paone Spouse Pennsylvania Housing Finance Agency
Bernice Schwartz Spouse Pennsylvania Housing Finance Agency
Mark Schwartz Board Member Pennsylvania Housing Finance Agency
Joe Scott Pennsylvania Housing Finance Agency
Beth Silvick Senior Development Officer Pennsylvania Housing Finance Agency
Timothy HodgesVice President, Government Relations and Community Development
Peoples United Bank NA
Emily Bias Pillsbury Winthrop Shaw Pittman LLP
Brittany Griffith Pillsbury Winthrop Shaw Pittman LLP
Josephine Lo Partner Pillsbury Winthrop Shaw Pittman LLP
Mollie Kickbush Senior Compliance Manager PinnacleRobert Edwards Partner Plante MoranJarrod Lynch Plante MoranLisa Vargo Partner Plante MoranYan Zhuang CPA Plante Moran
Page 22 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Todd CrowExecutive Vice President, Manager, Tax Credit Solutions
PNC Real Estate
Gayle EllisSenior Vice President, Manager of Originations
PNC Real Estate
Melissa GrayAssociate Vice President, Senior Compliance Specialist
PNC Real Estate
Matt HarringtonSenior Vice President, Regional Manager of Originations
PNC Real Estate
John NunnerySenior Vice President, Manager of Preservation Investments
PNC Real Estate
Mark Ragsdale Senior Vice President, Multifamily PNC Real Estate
Megan Ryan Senior Vice President PNC Real Estate
Melinda Frazer Director Business Development Portfolio Resident Services
Deloren Maier Compliance Specialist Portfolio Resident ServicesNicole Toscano Community Services Director Portfolio Resident ServicesMitzi Hoag Vice President of Compliance Preferred Compliance SolutionsCarrie Odum Vice President of Compliance Preferred Compliance Solutions
Kelly WakefieldVice President of Asset Management
Preferred Compliance Solutions
Darin Bennigsdorf Director, Special Servicing Principal Real Estate InvestorsTyler Borowy Principal Prior & Associates, Inc.Ryan Kim Product Manager ProLink SolutionsKelly Encinias ProLinkHFA Product Owner ProLink Solutions, Inc.Brianna Kreuter Director of Strategic Alliances ProLink Solutions, Inc.
Shawn McKennaPresident and Chief Executive Officer
ProLink Solutions, Inc.
Melissa Neumann Marketing Manager ProLink Solutions, Inc.Debra Starbuck Senior Product Manager ProLink Solutions, Inc.Debbi Christensen Managing Partner Propp Christensen Caniglia LLPJustin Gierth Partner Propp Christensen Caniglia LLPBerrett Warnick Manager Propp Christensen Caniglia LLPAnnabelle Allard Tax Credit Manager Quadel Consulting & Training, LLCHelena Widtfeldt Senior Associate Quadel Consulting & Training, LLCJason Gershwin Vice President R4 CapitalDylan Rusk Financial Analyst R4 CapitalAli Schnitzer Associate R4 Capital
Marc SchnitzerPresident and Chief Executive Officer
R4 Capital
Rachel TallVice President, Director of Marketing
R4 Capital
Ronne Thielen Executive Vice President R4 CapitalJames Spound President R4 Capital Funding
Page 23 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title OrganizationMissy Covington Director of Compliance Raymond James
James HorvickVice President, Director of Acquisitions
Raymond James
Sonya Khalil Investor Relations Manager Raymond James
Steve Kropf President/Chief Executive Officer Raymond James
Brian Lynch Vice President Raymond James
Danielle MasseSenior Manager Investor Reporting
Raymond James
Tiffany Zuloaga Manager, Institutional Investment Raymond James
Anthony Alfieri Managing Director RBC Capital Markets
Elizabeth DziakVice President, Asset Management Operations
RBC Capital Markets
Mitchell Gallo Director RBC Capital MarketsJeffrey Sula Managing Director RBC Capital MarketsTodd Surbey Director, Fund Management RBC Capital MarketsMatt Grosz Director, Acquisitions Red Stone Equity Partners, LLCStephanie Kinsman Senior Vice President Red Stone Equity Partners, LLCAndy Markenson Vice President | Acquisitions Red Stone Equity Partners, LLC
Eric McClellandPresident and Chief Executive Officer
Red Stone Equity Partners, LLC
Mike Murphy Vice President, Investor Relations Red Stone Equity Partners, LLC
Abby ScattergoodAssistant Vice President, Investor Relations
Red Stone Equity Partners, LLC
Ryan Sfreddo Director, Investor Relations Red Stone Equity Partners, LLCRobert Vest Director of Syndication Red Stone Equity Partners, LLCRosanna Tapang Analyst Red Stone Tax Exempt Funding LLCBrian Coffee Affordable Housing Executive Regions Bank
Anne Berman Assistant Director of Development Rhode Island Housing
Michael DiChiaroAssistant Director of Development, Asset Management and Compliance
Rhode Island Housing
Jennifer Tyner Vice President Richman Housing ResourcesKristina Knight Vice President of Acquisitions RichSmith Development, LLCArby Smith Member RichSmith Development, LLCRichard Muraida Senior Vice President Rockland TrustJohn Montgomery Rocky Mountain CRCDavid Watkins Rocky Mountain CRC
Rick Sheffield Executive Director Rowlett Housing Finance Corporation
Robert Rozen Policy Consultant RRozen AssociatesLorna Fogg Senior Project Manager RTHawk Housing Alliance LLCRobin Thorne Senior Asset Manager RTHawk Housing Alliance LLC
Page 24 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title OrganizationTim Anderson Partner RubinBrown LLP
Amy BroadwaterPartner, Real Estate Services Group
RubinBrown LLP
Jeffrey CunninghamPartner, Real Estate Services Group
RubinBrown LLP
Fred Grossman RubinBrown LLP
David HerdlickPartner, Real Estate Services Group
RubinBrown LLP
Chris LangleyOffice Managing Partner, Real Estate Services Group
RubinBrown LLP
Maureen ReichertPartner, Real Estate Services Group
RubinBrown LLP
Tracy SenfPartner, Real Estate Services Group
RubinBrown LLP
John WoodburyPartner, Real Estate Services Group
RubinBrown LLP
Benjamin Johnson President Seltzer Management Group, Inc.
Corey BaldwinDeveloper and Director of Acquisitions
Shelter Resources, Inc.
Len Brannen President Shelter Resources, Inc.
Matt ChantryDeveloper and Director of Asset Management
Shelter Resources, Inc.
John Simon Partner Sidley Austin LLP
Leanne Johnson Multifamily UnderwriterSouth Carolina State Housing Finance and Development Authority
Bonita Shropshire Executive DirectorSouth Carolina State Housing Finance and Development Authority
Laura Tanner Assistant Director ComplianceSouth Carolina State Housing Finance and Development Authority
Julie Anderson Director of Rental HousingSouth Dakota Housing Development Authority
Mark Lauseng Executive DirectorSouth Dakota Housing Development Authority
Scott Rounds Housing Development OfficerSouth Dakota Housing Development Authority
Ollie Fleet Managing Director Specialty Consultants Inc.Andrew Bowden President and Owner Spectrum Enterprises, Inc.Ashlie Depinet Associate Squire Patton Boggs (US) LLPChristie Huang Associate Squire Patton Boggs (US) LLPThomas Kibbey Partner Squire Patton Boggs (US) LLPMichael Saad Senior Partner Squire Patton Boggs (US) LLPMichael Winter Of Counsel Squire Patton Boggs (US) LLP
Page 25 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Veda Davis Director of Asset Management Stark Metropolitan Housing Authority
Herman Hill Executive Director Stark Metropolitan Housing Authority
Ashley WrightDirector of Planning and Development
Stark Metropolitan Housing Authority
Eileen FitzgeraldPresident and Chief Executive Officer
Stewards of Affordable Housing for the Future
Rebecca Schaaf Senior Vice President, EnergyStewards of Affordable Housing for the Future
Gary Brandt Managing Director StifelPeter Czajkowski Director of Public Finance Stifel
Dan DillManaging Director – Public Finance
Stifel
Barry Gottfried Managing Director StifelRobert Hynote Managing Director StifelChristopher Moriarty Managing Director StifelJohn Rucker Managing Director StifelJohn Sabatier Managing Director StifelCody Wilson Managing Director StifelBrent Lacefield Strategic Realty Advisors, Inc.Jim Petty President Strategic Realty Advisors, Inc.Dawn Cook President Strategic Realty Management Inc.Allison Cushing Executive Assistant Sugar Creek CapitalLaura Dodd Investment Manager Sugar Creek CapitalChristopher Hite President Sugar Creek Capital
R. Hampton Mallis Senior Vice President, Investments Sugar Creek Capital
Scott Nixon Acquisitions Manager Sugar Creek CapitalDana Giosu First Vice President SunTrust Community CapitalJames Hook Senior Vice President SunTrust Community CapitalDonna Kelce Senior Vice President SunTrust Community Capital
Arthur Mallard Commercial Portfolio Manager 4 SunTrust Community Capital
Allen Feliz Managing Director TCAM, an MRI Software Company
Tracy McDermottManaging Director, Portfolio Services
TCAM, an MRI Software Company
Jenny Netzer Senior Director TCAM, an MRI Software Company
Martha ShultsManaging Director, Portfolio Services
TCAM, an MRI Software Company
Mark CantuMultifamily Compliance Coordinator
Tennessee Housing Development Agency
Donna DuarteDirector, Multifamily Development Programs
Tennessee Housing Development Agency
Felita HamiltonMultifamily Programs Allocation Manager
Tennessee Housing Development Agency
Page 26 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Terry Malone Construction Control ManagerTennessee Housing Development Agency
Lynn Miller Chief Legal CounselTennessee Housing Development Agency
Ralph Perrey Executive DirectorTennessee Housing Development Agency
David Richardson Program Compliance ManagerTennessee Housing Development Agency
Wendy Weaver Assistant Legal CounselTennessee Housing Development Agency
Amy Hammond Team Leader Compliance MonitorTexas Department of Housing and Community Affairs
Celina StubbsManager, Asset Oversight and Compliance
Texas State Affordable Housing Corporation
Janie Taylor Executive Vice PresidentTexas State Affordable Housing Corporation
Fred Bennett Managing Partner The Bennett GroupJesse Elton Director of Finance The Community Builders, Inc.
Shannon ClarkDirector, Affordable Housing Development
The Evangelical Lutheran Good Samaritan Society
Liz Clute Development ConsultantThe Evangelical Lutheran Good Samaritan Society
Kathryn Almberg Director The Housing Company/Idaho Housing
Kris Wilson Regional Property Manager The Housing Company/Idaho Housing
Lisa Kocsis Vice President The Mitas Group, Inc.Timothy Kocsis Vice President, Programming The Mitas Group, Inc.Sherrie Mitas Vice President The Mitas Group, Inc.Steven Mitas President The Mitas Group, Inc.Russell Dye Board Member The Paces Foundation, Inc.
Renée SandellVice President/Chief Operations Officer
The Paces Foundation, Inc.
Peter Antonopoulos Vice PresidentThe Richman Group Affordable Housing Corporation
Stephen Daley Executive Vice PresidentThe Richman Group Affordable Housing Corporation
Terry Gentry Vice PresidentThe Richman Group Affordable Housing Corporation
Alok LathiThe Richman Group Affordable Housing Corporation
Rich McCauleyThe Richman Group Affordable Housing Corporation
Brian Myers PresidentThe Richman Group Affordable Housing Corporation
Page 27 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Eric RaganThe Richman Group Affordable Housing Corporation
David Salzman PresidentThe Richman Group Affordable Housing Corporation
Jason Wilber Vice PresidentThe Richman Group Affordable Housing Corporation
Tom SchuettPresident and Chief Executive Officer
The Schuett Companies, Inc.
Alicia Witherspoon Vice President of Finance The Schuett Companies, Inc.Christopher Martiner Managing Director The Strategic Group of CompaniesDon Beaty President The Summit GroupDavid Sebastian President The Wentwood CompaniesAllison King Senior Associate Tiber Hudson LLCKent Neumann Member Tiber Hudson LLC
Todd FentressColumbus Office Managing Partner
Tidwell Group
Joel McDowell Partner Tidwell GroupBarry Tidwell National Managing Partner Tidwell Group
Ana EverettCompliance and Grants Administrator
Travis County Housing Finance Corporation
Karen Thigpen Project and Program ManagerTravis County Housing Finance Corporation
Mike PriceDirector of Asset Management and Compliance
Travois, Inc.
Shelly Tucciarelli Owner/Managing Member Turtle Clan Development Services, Inc.
Jacob Engle Vice President Twain Financial PartnersErik Lintvedt Twain Financial Partners
Larry BaerveldtU.S. Bancorp Community Development Corporation
Sean Birney Director of Specialty FinanceU.S. Bancorp Community Development Corporation
Jennifer Call Asset ManagerU.S. Bancorp Community Development Corporation
Bob DumstorffDirector of Guarantor and Sponsor Underwriting
U.S. Bancorp Community Development Corporation
Chris Frimel Fund Asset ManagerU.S. Bancorp Community Development Corporation
Lisa Gutierrez Senior Vice PresidentU.S. Bancorp Community Development Corporation
Kelly Liermann Sponsor UnderwriterU.S. Bancorp Community Development Corporation
Joseph Manning Director of Project ManagementU.S. Bancorp Community Development Corporation
Abhisek Mitra Vice PresidentU.S. Bancorp Community Development Corporation
Page 28 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Allison Ortbal Sponsor UnderwriterU.S. Bancorp Community Development Corporation
Vihar ShethSenior Vice President - Director of Business Development
U.S. Bancorp Community Development Corporation
Chuck SinkeyU.S. Bancorp Community Development Corporation
Elizabeth Stohr LIHTC DirectorU.S. Bancorp Community Development Corporation
Michael WalkerVice President/Senior Project Manager, Funds, Affordable Housing Tax Credit Investments
U.S. Bancorp Community Development Corporation
Wolf Cota PIH-REACU.S. Department of Housing and Urban Development
Jill Rudy PIH-REACU.S. Department of Housing and Urban Development
Jessica Mackenzie Director Union Bank, N.A.
Sherry AhrentzenShimberg Professor of Housing Studies
University of Florida
Amanda GrossVice President of Training and Compliance Policy
US Housing Consultants
Tanner Bunch Compliance Auditor Utah Housing CorporationMichael Campbell Compliance Auditor Utah Housing CorporationRobyn Cordova Multifamily Credit Analyst Utah Housing Corporation
Nefi GamezHousing Credit Compliance Manager
Utah Housing Corporation
Claudia O'GradyVice President, Multifamily Finance
Utah Housing Corporation
Susan Schow Compliance Auditor Utah Housing Corporation
Grant WhitakerPresident and Chief Executive Officer
Utah Housing Corporation
Bradley Carroll Vantage Development, LLCPhillip Vaughn Vice President Vaughn Development Group, Inc.Maura Collins Executive Director Vermont Housing Finance Agency
Seth LeonardManaging Director of Community Development
Vermont Housing Finance Agency
Daryl Griffith Executive Director Virgin Islands Housing Finance Authority
Valdez Shelford Chief Financial Officer Virgin Islands Housing Finance Authority
Deborah Davis Property Asset ManagerVirginia Community Development Corporation
Arild Trent Director of Investor RelationsVirginia Community Development Corporation
Page 29 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
JD BondurantDirector of Low Income Housing Tax Credit Programs
Virginia Housing Development Authority
Fred Bryant Deputy Chief Counsel Virginia Housing Development Authority
Patrick CareyChief of Program Strategy/Chief Financial Officer
Virginia Housing Development Authority
Hope Coleman Rutter Tax Credit Allocation Officer Virginia Housing Development Authority
Stephanie FlandersAssociate Tax Credit Allocation Officer
Virginia Housing Development Authority
Carol Jackson Regional Portfolio Manager Virginia Housing Development Authority
Dustin Jensen Controller Vitus Group LLCJerry Low Acquisitions Manager Vitus Group LLCMike Volz Project Manager Vitus Group LLCStephen Whyte President Vitus Group LLC
Patrick Sheridan Executive Vice President, Housing Volunteers of America
Frank Baldasare Senior Vice President Walker & DunlopHeather Olson Assistant Vice President Walker & Dunlop
Duane Bakke Senior Portfolio AnalystWashington State Housing Finance Commission
Melissa DonahueManager, Asset Management and Compliance Division
Washington State Housing Finance Commission
Erik Giesen Portfolio AnalystWashington State Housing Finance Commission
Whitney Goetter Senior Development AnalystWashington State Housing Finance Commission
Jason Hennigan Senior Finance AssociateWashington State Housing Finance Commission
Kim Herman Executive DirectorWashington State Housing Finance Commission
Shawna Higgins Portfolio AnalystWashington State Housing Finance Commission
Bob PetersonManager, Multifamily Housing and Community Facilities Division
Washington State Housing Finance Commission
Lisa VatskeDirector, Multifamily Housing and Community Facilities
Washington State Housing Finance Commission
Yvonne Williams Program AssistantWashington State Housing Finance Commission
Satkunananda RavindranSenior Vice President, Fund Investments
Wells Fargo Community Lending and Investment
Matthew Engler Director Wells Fargo SecuritiesNicholas Fluehr Managing Director Wells Fargo Securities
Page 30 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title Organization
Rachel Shawhan Senior Tax Credit ProcessorWest Virginia Housing Development Fund
Michelle Wilshere Managing Director, LIHTCWest Virginia Housing Development Fund
Ryan Hackett Development CoordinatorWestern Region Non Profit Housing Corporation
David Johnson Development CoordinatorWestern Region Non Profit Housing Corporation
Marion Willey PresidentWestern Region Non Profit Housing Corporation
Maryann Prescott Owner Whitewater Creek, Inc.Todd Prescott Whitewater Creek, Inc.David Davenport Attorney Winthrop & Weinstine, P.A.Jeffrey Drennan Shareholder Winthrop & Weinstine, P.A.John Nolde Shareholder Winthrop & Weinstine, P.A.
Matthew ChildressWisconsin Housing and Economic Development Authority
Fernando Escobar Commercial Lending OfficerWisconsin Housing and Economic Development Authority
Missy Holcomb Asset ManagerWisconsin Housing and Economic Development Authority
Shreedhar RanabhatWisconsin Housing and Economic Development Authority
Joellen Schromen Quality Assurance AnalystWisconsin Housing and Economic Development Authority
David Ginger Vice-President Wisconsin Housing Preservation Corp
Erbert Johnson Board Member Wisconsin Housing Preservation Corp
Myra Johnson Guest of Erbert Johnson Wisconsin Housing Preservation Corp
Mary Margenau Financial Analyst Wisconsin Housing Preservation Corp
Rhonda Orosz Tax Credit Manager Wisconsin Housing Preservation Corp
Ann Wenzel Board Member Wisconsin Housing Preservation Corp
Mary Wright President Wisconsin Housing Preservation Corp
Anil Advani WNC & Associates, Inc.Michael Byrd Vice President, Originations WNC & Associates, Inc.
Christine CormierSenior Vice President, Investor Relations
WNC & Associates, Inc.
Michael Gaber Executive Vice President WNC & Associates, Inc.Daniel Garrett Vice President, Originations WNC & Associates, Inc.Kristin Han Vice President, Compliance WNC & Associates, Inc.
Page 31 of 32
Housing Credit Connect 2019Attendee List as of 5/16/2019
First Name Last Name Title OrganizationGregory Hand Senior Vice President WNC & Associates, Inc.
Emmet Hargrave Vice President Fund Management WNC & Associates, Inc.
Kent Mehring Vice President, Asset Management WNC & Associates, Inc.
Darrick Metz Senior Vice President, Originations WNC & Associates, Inc.
Denis Blackburne Senior Vice President Woda Cooper Companies, Inc.Cruz Guardado WSH Management
John BateyDirector of Affordable Housing Development
Wyoming Community Development Authority
Judy Koski Compliance OfficerWyoming Community Development Authority
Tammy Krei Housing Project Specialist IWyoming Community Development Authority
Edith Phillips Federal Programs CoordinatorWyoming Community Development Authority
Mandi Barnes Manager, Training Department Zeffert & Associates, Inc.
Tari Bradley Senior Trainer Zeffert & Associates, Inc.Fred Donnell Manager, Inspections Services Zeffert & Associates, Inc.Jeffrey Promnitz Chief Executive Officer Zeffert & Associates, Inc.Jeff Beckler Market Analyst Zimmerman Properties, LLCTab Bullard Vice President, Development Zimmerman Properties, LLC
Robert Fink Vice President of Development Zimmerman Properties, LLC
Melissa ForsterAssistant Vice President, Development
Zimmerman Properties, LLC
James McDonald Vice President of Development Zimmerman Properties, LLC
Page 32 of 32