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
Scott Hoekman is senior vice president and chief credit officer for Enterprise Community Investment, Inc. He also serves as president and chief executive officer of Enterprise Community Asset Management, Inc., and as senior advisor to Enterprise’s Public Policy team. Scott has 30 years’ experience in affordable housing and community development. Prior to joining Enterprise in 1994, he was an affordable housing lender with Boston Community Capital. He began his Enterprise career as an underwriter in the Low-Income Housing Tax Credit (Housing Credit) syndication group, and from 1999-2003 he managed Enterprise’s Housing Credit syndication business in a 10-state area. In his role as chief credit officer, Scott is responsible for the company’s credit standards and transaction risk management nationally. He chairs the Credit Committee and leads the Credit team. He also serves on the board of directors of Enterprise Community Loan Fund, the Investment Committee of the Enterprise Multifamily Opportunity Fund and Enterprise’s Risk Management Committee. In July 2017, Scott was named president and CEO of Enterprise Community Asset Management, Inc., which provides asset management services for Enterprise’s Housing Credit and Multifamily Opportunity Fund portfolios. In this role, he leads the 70-member Asset Management team, which is responsible for ensuring that Enterprise’s national portfolio of 1,500 properties, comprising 107,000 affordable and workforce homes and over $10 billion of invested capital, is meeting community needs, performing financially, being well maintained and operating in compliance with investor and Housing Credit program requirements. As senior advisor for public policy, Scott serves as co-chair of the ACTION Campaign, a coalition with more than 2,000 member organizations working to expand and strengthen the Housing Credit. He advises the Public Policy team on tax policy, as well as initiatives to strengthen programs and increase resources to end housing insecurity and create opportunity for low-income people. As a veteran affordable housing finance practitioner, he is frequently asked to provide his expertise to members of Congress, senior federal officials and leaders of the affordable housing industry. Scott holds a master’s degree from the Tufts University Department of Urban and Environmental Policy and a bachelor’s degree from Calvin College.
Shawn Horwitz is the Chief Executive Officer and co-founder of Alliant Capital, Ltd., a national tax credit syndication firm. In 1997, he co-founded Alliant Capital to invest in affordable housing and to syndicate the tax credits associated with such investments. Prior to that, Mr. Horwitz was employed by another nationally recognized tax credit syndication firm as its Executive Vice President and Chief Financial Officer where he was responsible for the affairs of the company and its affiliates. He has more than 27 years of experience in the LIHTC industry and is a member of the American Institute of CPAs, as well as the IL and CA CPA Societies. Aside from serving on the Board of Directors of The Affordable Housing Tax Credit Coalition, Mr. Horwitz is also a participating member of the NCSHA, NH&RA, ULI, HAG, and the NHC. www.thealliantcompany.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.
As President and CEO, Jeffrey L. Kittle directs the senior management team, strategic initiatives, new opportunities, and financial results of Herman & Kittle Properties, Inc. He is also responsible for the ownership and management of over 122 HKP properties in thirteen states, which include over 11,500 apartment homes and over 6,000 self-storage units, representing more than $750 million in investments. With Mr. Kittle’s help, HKP was recognized as Affordable Housing Finance’s 8th largest affordable housing developer. Over the last several years Mr. Kittle has been active within the apartment industry, including sitting on the steering committee for the National Association of Home Builders Housing Credit Group, the Affordable Housing Tax Credit Coalition, and Indiana Affordable Housing Council. Mr. Kittle is a member of the Young Presidents’ Organization, Board Member of Park Tudor School, and Board Member of Kittle’s Home Furnishings Center, Inc. http://www.hermankittle.com/