Thomas Giblin
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
Larry Curtis
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/
Fred Copeman
Frederick H. Copeman is Senior Vice President of Equity Production for Boston Financial Investment Management where he has responsibility for the firm’s preservation funds, its 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/
Alan Cohen
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
John Casey
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/
David Carr
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/
Emily Cadik
Emily Cadik is Director of Public Policy at Enterprise Community Partners, where she oversees policy and advocacy related to the Low-Income Housing Tax Credit, New Markets Tax Credit, rental assistance and public housing. Prior to joining Enterprise she was a Presidential Management Fellow at the U.S. Department of Housing and Urban Development, where she served as program coordinator for the Moving to Work demonstration and in the Office of Intergovernmental Affairs and Public Engagement. She earned a Master in Public Policy degree from the Harvard Kennedy School of Government and a Bachelor of Arts degree from the University of Texas at Austin. www.enterprisecommunity.org
Richard Burns
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.
Ronne Thielen
Ronne Lynn Thielen is an Executive Vice President of R4 Capital Inc., where she is responsible for running West Coast operations and acquiring housing tax credit and bond-financed properties throughout the US. Ms. Thielen has been a leader in affordable housing for over 30 years, forming the Housing Resource Connection, a consultancy based in Southern California, to assist those working in the Housing Credit industry; serving as a Managing Director in the Affordable Housing Group at Centerline Capital Group; leading the California Tax Credit Allocation Committee as Executive Director; and working at the National Council of State Housing Agencies as Deputy Director for Program and Policy Development. Ms. Thielen is a Board Member and the past Chairwoman of the National Housing & Rehabilitation Association and a member of the Tax Credit Advisor Editorial Advisory Board and the California Housing Consortium Policy Committee. She is also on the board of Abode Communities, a nonprofit LIHTC developer in Los Angeles. http://www.r4cap.com/index.html
Joseph Hagan
Since joining National Equity Fund, Inc. (NEF) in 2000, Joseph S. Hagan has raised more than $10.2 billion in equity investments, resulting in 131,500 new residences across the country. In an industry that has over 23 LIHTC syndicators, NEF has consistently ranked as one of the top three. Mr. Hagan has been in the housing credit business since the program began in 1986. He was the Director of Multi-Family Housing at the Ohio Housing Finance Agency, which served as the housing credit allocation agency. In 1989 he founded the Ohio Capital Corporation for Housing (OCCH) where he was President for three years. OCCH went on to be the largest state equity fund in the country, investing more than $1.3 billion. In November 2013, he was inducted into the Affordable Housing Hall of Fame sponsored by Affordable Housing Finance Magazine. In 2009, he was presented with the Lifetime Achievement Award from the Affordable Housing Investors Council and in 2004, he was honored by Fannie Mae with the Syndicator CEO of the Year award. http://www.nefinc.org/