Jeffrey A. Whiting, Chairman of the Board Jeffrey A. Whiting, President and Chief Executive Officer, has been active in the area of affordable housing finance since 1989. In 2001 he joined City Securities Corporation and created the Real Estate division. Mr. Whiting is responsible for all activities within City Real Estate Advisors. Previously, he was an officer with an Indianapolis-based affordable housing developer and bank holding company. Prior to that, he was involved in Indiana public finance, specifically multi-family housing. Mr. Whiting is a member of the Board of Directors of The Affordable Housing Tax Credit Coalition and a graduate of Indiana University. http://www.cityrealestateadvisors.com/
Dudley Benoit, a long-time leader in the community development finance field, is the Executive Vice President at Alliant Capital, Ltd. In this position, he oversees the LIHTC production teams of Originations and Investor Relations. Additionally, Benoit will be responsible for setting and implementing company strategy as a member of Alliant’s Executive Committee. Benoit has over 20 years of experience in the community development and real estate finance fields. Prior to joining Alliant, Benoit worked at Santander Bank as a Senior Vice President and Director of Community Development Finance. In this position, he was responsible for the bank’s community development lending and equity investing platform. Prior to Santander, he served as a Senior Vice President leading JPMorgan Chase’s commercial real estate multifamily lending business in the Boston, Philadelphia, and Washington, D.C. markets. Prior to that role, he managed the Intermediaries Lending group in JPMorgan Chase’s Community Development Banking unit, which was responsible for credit and banking relationships nationally for fund sponsors, community development financial institutions and other mission-driven intermediaries nationally. Benoit also managed the New Markets Tax Credit and community development private equity programs during his time at JPMorgan Chase. Benoit is currently a Towsley Foundation Policymaker in Residence at the University of Michigan's Gerald R. Ford School of Public Policy. He currently serves on the Board of Reinvestment Fund. A graduate of Rutgers University, Benoit also holds a Master of Public Policy from the University of Michigan’s Gerald R. Ford School of Public Policy and a Master of Business Administration from Columbia University. www.thealliantcompany.com
Richard F. Burns is Chief Executive Officer of The NHP Foundation, a nonprofit affordable housing developer and owner with over 6,000 units in 12 states and the District of Columbia. He is a real estate investment professional with over 40 years of experience managing money for pension funds and other institutional investors, both domestic and foreign. While a partner in one of the largest affordable multifamily investment firms, Mr. Burns gained experience with the various government programs available for affordable housing. This experience, combined with his in-depth knowledge of apartments and years of work on nonprofit boards, allows him to lead The NHP Foundation in its mission to provide quality, affordable rental housing and resident services for low- and moderate-income families and seniors.
David Carr is Vice President of Investor Relations at Churchill Stateside Securities with over 25 years’ experience as a senior financial manager focused primarily on tax structured investments. Mr. Carr previously was CFO for a real estate private equity company where he had primary responsivity for its New Markets Tax Credit Program. While there, he was responsible for raising, investing and managing $134 Million in NMTC structured investments. Prior to this, Mr. Carr was the CFO for the syndication group inside a large regional bank, where Mr. Carr had direct responsibility for syndicating, structuring and negotiating in excess of $1 Billion in Low Income Housing Tax Credit investments. Mr. Carr has also previously held senior positions in property and asset management groups. http:// http://www.csgfirst.com/
John P. “Jack” Casey, Co-Founder, Vice-Chairman, and Chief Operating Officer of the Meridian Companies and Chief Executive Officer and President of METS, is a 1971 graduate of Boston State College (University of Massachusetts). Mr. Casey is responsible for business development and new products and he directs Meridian’s Government Relations and Industry Trade Associations activities. Prior to the formation of Meridian, Mr. Casey was involved in the structuring, administration, and marketing of limited partnership interests in government housing and energy programs. He is a Director of the Affordable Housing Tax Credit Coalition and a Chairman Emeritus of the Board of the Make-A-Wish Foundation of the Mid-Atlantic region (Delaware, Maryland, District of Columbia, and Virginia). Mr. Casey manages the Washington, D.C. office of Meridian. http://www.meridianinvestments.com/
As a Partner at Holland & Knight, Alan Cohen represents syndicators and corporate investors in structuring real estate investments with an emphasis on the low-income housing and historic rehabilitation tax credits. For more than thirty-five years he has advised clients in tax-advantaged real estate investments, providing private equity counsel in structuring multi-investor syndications, public-private partnerships for urban neighborhood revitalizations, and investments for corporate treasury and tax departments. http://www.hklaw.com
Frederick H. Copeman is Senior Vice President of Equity Production for Boston Financial Investment Management where he has responsibility for special projects, the acquisition of LIHTC portfolios and government relations, among other matters. Fred joined Boston Financial after a thirty year career in public accounting with Ernst & Young LLP and CohnReznick LLP. Fred started the LIHTC investor due diligence practice at Ernst & Young in 1993, the only one of its type among the national accounting firms, and used that platform to undertake a series of industry performance studies which have had considerable impact on how investors and regulators view the risks and rewards in LIHTC investment. Mr. Copeman has received the Affordable Housing “Vision Award” from the National Housing & Rehabilitation Association. He graduated with honors in Government from Georgetown University, earned a Masters in Taxation from Bentley College and his Juris Doctor, cum laude, from the New England School of Law. http://www.bfim.com/
Lawrence H. Curtis is the President and Managing Partner of WinnDevelopment, where he has led a full range of real estate development and acquisition activities for more than 25 years. He has been instrumental in helping the company grow its portfolio from 3,000 units in 1986 to more than 90,000 units under management in 23 states. While maintaining a range of real estate interests, Mr. Curtis’ primary focus is on the creation of affordable housing, as well as historic rehabilitation and adaptive re-use projects. He served as President of the National Housing & Rehabilitation Association and serves as a member of the Board of Directors of the National Multi-Housing Council and the Citizens’ Housing and Planning Association. Mr. Curtis was recently named to the Board of Trustees of the National Trust for Historic Preservation. He is also a Lecturer in Urban Planning and Design at the Graduate School of Design at Harvard University. http://winncompanies.com/
Tom Giblin specializes in tax credit syndication and real estate finance, federally assisted housing and other aspects of affordable housing and community development. He advises investors, developers, syndicators, lenders, housing authorities and property owners who utilize federal and state tax incentives to promote housing and community development. www.nixonpeabody.com
Matt Josephs is the Senior Vice President for Policy for The Local Initiatives Support Corporation (LISC). LISC is a national non-profit organization that provides financial investments, policy support, and technical and management assistance to local community development organizations to help them to transform distressed neighborhoods into healthy and sustainable communities. As the SVP for Policy, Matt is responsible for developing LISC’s federal policy agenda; communicating this agenda to LISC employees, board members, funders, and other stakeholders; and pursuing this agenda through engagement with members of Congress and other Federal officials. Matt joined LISC in March of 2012 after serving for 13 years at the Treasury Department’s Community Development Financial Institutions (CDFI) Fund--most recently as Senior Advisor for Policy, where he was responsible for coordinating policy development and implementation across the CDFI Fund’s programs, as well as planning and implementing new initiatives and interagency partnerships. Matt also served for six years as the Program Manager of the New Markets Tax Credit (NMTC) Program, which to date has facilitated over $40billion of private sector investments into businesses and real estate projects in the nations’ most distressed rural and urban communities. Prior to joining the CDFI Fund, Matt served as professional staff for the Senate Committee on Banking, Housing and Urban Affairs, where his portfolio of issues included public and assisted housing programs, homeless programs, FHA insurance, and HUD reform. Matt also served as a policy analyst with the Department of Housing and Urban Development’s office of Public and Indian Housing. Matt received a BA in Political Science from Emory University, and a Masters in Public Policy from the University of California at Berkeley.