Panelist

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Nick Andersen – Developer, Dominium
nandersen@dominiuminc.com | 763.354.5500
As a Developer with Dominium, Nick Andersen is responsible for new project development, acquisition and financing. His daily responsibilities include analyzing new acquisition and development opportunities, determining project feasibility, overseeing design and construction, partnership restructuring and negotiating with lenders, investors and third party vendors. Since joining Dominium in 2007, Mr. Andersen has worked on a variety of project types, including general partner interest acquisitions, acquisitions and rehabilitation of existing apartment communities, ground up new construction projects, as well as historic adaptive reuse projects. Mr. Andersen graduated Cum Laude from the University of St. Thomas as an Aquinas Scholar with a Bachelor’s degree in Real Estate Studies and Entrepreneurship. His professional affiliations include the University of St. Thomas Real Estate Society and the Urban Land Institute.

 

Charles Anderson – Executive Vice President of Acquisitions, City Real Estate Advisors
canderson@cityrealestateadvisors.com | 317.808.7365
Charles G. Anderson has been active in the area of affordable housing for over fifteen years.  Mr. Anderson joined City Real Estate Advisors (“CREA”) in January 2007 and is responsible for coordinating the efforts of the acquisitions staff with the production goals of CREA and its investors.  Since joining CREA, Mr. Anderson has been directly responsible for closing in excess of $750MM of LIHTC equity in more than 125 transactions nationally.  Mr. Anderson got his start as a financial analyst with a national LIHTC equity provider underwriting and structuring affordable housing investments in April of 2000.  Mr. Anderson also serves on the Board of Directors for the National Housing & Rehabilitation Association.

 

Christina Apostolidis – Principal, Novogradac & Company LLP
christina.apostolidis@Novoco.com | 239.591.6742 x5163
Christina Apostolidis is a principal in the Naples, Fla., office of Novogradac & Company LLP, where she focuses on providing audit and tax services to the real estate industry. Since joining the firm in 2007, Ms. Apostolidis has been involved in the accounting, auditing, forecasting and compliance of developments subject to the regulatory requirements of the low-income housing (LIHTC) and historic tax credit (HTC) programs and tax-exempt bond-financed transactions. She also has worked extensively with equity sponsors specializing in equity fund audit and tax consulting. Before joining the firm, she provided audit and tax services to the real estate industry, which included working with clients involved in real estate partnerships, limited liability companies and joint ventures for residential, retail and hospitality developments. Ms. Apostolidis received a bachelor’s degree in business administration with a major in accounting from Baruch College. She is licensed as a certified public accountant in Ohio and New York.

 

Peggy Bailey – Senior Policy Director, CSH
peggy.bailey@csh.org | 212.986.2966
Peggy Bailey has over 15 years of experience working on federal, state and local policy and service delivery on a wide variety of issue areas, with expertise in Medicaid eligibility and benefits for families and people with disabilities, public health innovation, behavioral health service delivery and integration with primary care, youth homelessness policy and service delivery, and child welfare. As the Senior Policy Advisor for CSH, Ms. Bailey oversees our policy efforts to ensure all residents of supportive housing have health insurance, typically through Medicaid and Medicare, and access to insurance benefit packages that comprehensively meet their needs. In addition, she has worked with the U.S. Department of Health and Human Services’ Administration for Children and Families to target resources for supportive housing to child-welfare-involved families, worked with state Medicaid agencies to improve health financing for supportive housing services, and worked with Congress and the Administration to increase behavioral health investment in supportive housing. Before joining CSH, Ms. Bailey served as the Behavioral Health Policy and Program Analyst for the National Alliance to End Homelessness. Prior to joining this, Ms. Bailey was the Senior Healthcare Financing Policy Analyst for the Association of Maternal and Child Health Programs. Peggy has a Bachelor of Arts degree from the University of Notre Dame and a Master of Public Affairs degree from the University of Texas at Dallas.

 

Tony Bertoldi – Executive Vice President of Syndication & Investor Relations, City Real Estate Advisors
tbertoldi@cityrealestateadvisors.com | 617.892.6071
Tony Bertoldi has been active in the area of affordable housing finance since 1999. In 2009 he joined City Real Estate Advisors (“CREA”) and opened the Boston office. Mr. Bertoldi is responsible for syndication of all tax credit funds and investor relations activities for CREA. Since inception, CREA has raised over $2.7 billion in tax credit equity in national, proprietary and secondary funds. Previously, Mr. Bertoldi was a managing director of the Investor Relations Group of a major tax credit syndicator in the affordable housing industry. Prior to that, Mr. Bertoldi was a vice president with a large publicly-held REIT. Mr. Bertoldi also has 10 years of real estate and finance consulting experience with large nationally recognized accounting firms. Mr. Bertoldi holds a bachelor of arts in economics and real estate from the University of Connecticut and a MBA in finance from Boston University. Mr. Bertoldi earned the MAI designation earlier in his career. Mr. Bertoldi is a frequent speaker at industry events and conference addressing the state of the equity market, deal terms and investment fund structures. Lastly, in July 2015, Mr. Bertoldi joined the Board of Directors of Victory Programs, a Boston-based nonprofit organization dedicated to helping individuals and families who are homeless and may have substance use disorders, often accompanied by chronic health issues like HIV/AIDS, Hepatitis C and mental illness.

 

Kevan Biggs – Owner and President, Ideal Suburban Homes, Inc. & Biggs Inc.
kevanbiggs@ideal-builders.com | 260.724.6402
Kevan Biggs is the President and CEO of Ideal Suburban Homes. Since graduating from college in 1996, Kevan has been intimately involved in all aspects of the business. He learned the ins and outs of the business by working side-by-side with his father on a daily basis. On January 15, 2004, Kevan assumed the position of CEO of Ideal Suburban Homes and took over full management of the Company. On October 1, 2006, Kevan purchased a majority interest in the Company. Ralph Biggs (Kevan’s father) quietly built on a business that was originally founded on strong values and good moral judgment by his father-in-law, Clark Smith. Kevan operates the Company today with those same founding values.

 

Blake Blanch – Chief Financial Officer & Director of Finance, IHCDA
bblanch@ihcda.in.gov | 317.234.2114
Blake Blanch is the Chief Financial Officer and Continuous Improvement Officer for the Indiana Housing and Community Development Authority. Mr. Blanch joined the Authority in July 1996. He holds a Bachelors of Science in accounting from Ball State University, a Juris Doctor from Indiana University School of Law – Indianapolis, and a Masters in Business Administration from the Kelley School of Business, Indiana University – Indianapolis. Before moving into his current role, Mr. Blanch had worked in the Finance, Homeownership, and Accounting departments of the agency. He oversees all debt management at IHCDA as well as the accounting, asset preservation, and single family departments. Mr. Blanch also recently took on the Continuous Improvement Officer role where he is responsible for implementing Lean Daily Management Systems and Continuous Improvement at the Authority. He is a Certified Public Accountant and a member of the Indiana Bar. He received the Smiths Lifetime Achievement Award at the 2010 conference.

 

Brian Blastick – Senior Manager, Dauby O’Connor and Zaleski, LLC
bblastick@doz.net | 317.819.6221
Brian Blastick, CPA is an audit senior manager at DOZ, and has been in the practice of public accounting since 2008, specializing in the real estate industry. Brian has gained valuable experience in the affordable housing arena by providing audit and financial reporting services for lower tier entities that utilize LIHTC pursuant to Section 42 of the IRC, HUD financing and/or rental assistance, financing from various state agencies and RD programs.   His experience includes being involved in the audits of consolidated non-profit management companies that are actively developing senior and other affordable housing throughout the U.S. Brian is also actively involved in consulting with syndicators and investment banks relating to portfolio and disposition analysis, syndicator review, and fund due diligence.

 

Kelly Boyer – HUD FHA/MAP Director, Citi Community Capital
kelly.s.boyer@citi.com | 213.239.2071
Kelly Boyer joined the Citi Community Capital team in July, 2014 as HUD FHA/MAP Director and is focused upon launching the CCC FHA Multifamily platform. Prior to joining CCC, Kelly was the Owner and Manager of K2U, LLC an independent consulting services company specializing in HUD multifamily and public housing redevelopment, HUD rental assistance programs and FHA financing. Kelly has a particular focus upon affordable deals with FHA financing and layered secondary sources such as LIHTCs, RD, HOME and CDBG as well as local sources of funding. Prior to starting her own company, Kelly was a partner in a California based development company that focused upon the acquisition, rehab and preservation of HUD rental assisted projects with LIHTCS and bonds. Kelly is the former Director of HUD’s Los Angeles, California, Multifamily hub and left the office in mid-2012. During her tenure at HUD she assisted the Department with aligning FHA resources to work more closely with LIHTCs and other sources of financing; worked closely with state agencies to remove obstacles to FHA financing on affordable transactions; was a key member of the FHA Commissioner’s Risk Mitigation team revising FHA underwriting standards; was an original member of the FHA National Loan Committee; and assisted in the development of key preservation programs; such as the §236 prepayment process and preservation program; and, the FHA LIHTC Pilot Program.

 

Jack Brummett – Senior Vice President – Capital Group, Great Lakes Capital Fund
jbrummett@capfund.net | 317.522.5479
Jack Brummett, is Senior Vice President-Capital Group for Great Lakes Capital Fund. Prior to obtaining his current position in March 2003, Mr. Brummett was a member with the CPA firm of Dauby, O’Conner, & Zaleski. For the past 30 years, Mr. Brummett has worked in the real estate industry for various organizations as a professional consultant and technical advisor for development/property management companies.

 

Dan Burke – Director, Multifamily Midwest Region, U.S. Dept. of Housing and Urban Development
daniel.j.burke@hud.gov | 312.913.8152
Dan Burke is the Regional Director of the Multifamily Midwest Region. Prior to joining HUD in 2013, Mr. Burke served as Statewide Housing Coordinator for Governor Pat Quinn, implementing community based housing strategies for persons transitioning from institutional care to community settings with supportive services. Mr. Burke has over twenty five years’ experience in preserving HUD assisted housing at risk of loss for low income households as Vice President for Development of Chicago Community Development Corporation and as Director of the Chicago office of Preservation of Affordable Housing (POAH). He is a graduate of Georgetown University and the Loyola University School of Law.

 

Earl Chase – Vice President, Client Manager, Community Development Banking – Bank of America Merrill Lynch
earl.chase@baml.com | 312.992.0419
Earl Chase is the Client Manager for Bank of America’s Community Development Banking based out of Chicago, Illinois. Mr. Chase primarily focuses on managing the client relationship efforts in markets within Illinois, Indiana, Michigan, Oklahoma, Kansas and Arkansas. Mr. Chase has an extensive background in commercial real estate, with the last five years focused on community development banking. Joining Bank of America as a Credit Product Officer in 2013, Mr. Chase was responsible for underwriting construction and debt products for CBD clients, and he was subsequently promoted to the Client Manager role in 2014. Prior to Bank of America, he served in various real estate finance and capital market capacities for JPMorgan Chase, The Hanover Company and Hewlett-Packard Company. Mr. Chase received his Bachelor of Science in Computer Science from Lincoln University, Master of Science in Information Science from the University of Pittsburgh and Master of Business Administration from the University of North Carolina Kenan-Flagler Business School.

 

Ken Chigges – Partner, Kuhl & Grant LLP
kchigges@kuhlgrantlaw.com | 317.423.9900
Ken Chigges is an attorney with Kuhl & Grant LLP, where he focuses his practice on business and commercial real estate transactions, including development, financing, acquisitions, leasing and dispositions.  Ken also has experience representing real estate developers, lenders, landlords and tenants in connection with contractual disputes, bankruptcies, liquidations, 363 asset sales and a variety of other creditors’ rights issues. Ken has assisted clients in negotiating and documenting purchases and sales of commercial and industrial properties and has represented both borrowers and lenders in connection with both secured and unsecured financing transactions. Ken was born in Chicago and graduated from Illinois State University where he received his Bachelor of Science, graduating magna cum laude. Ken worked in the insurance industry for six years before attending the University of Illinois where he obtained his Juris Doctorate. Prior to joining Kuhl & Grant LLP, Ken worked for a large law firm in Indianapolis for nine years where he practiced both real estate and creditors’ rights law.  Ken is a member of the Indiana Bar Association and is admitted to practice before all Indiana State Courts and the Federal District Courts in Indiana.

 

Julie Collier – Developer, Flaherty & Collins Properties
jcollier@flco.com | 317.816.9300
Prior to her graduate studies, Julie worked for six years in the commercial real estate industry in several marketing roles. She gained valuable experience in corporate branding, business development, project management, and sales. While at Akridge in Washington, DC, Julie discovered her passion for historic preservation, urban redevelopment and public/private partnerships with the Gallery Place and Carroll Square developments, both located in the heart of the District. Her experience includes: Flaherty & Collins Properties, Indianapolis, IN, Developer; Ball State University, Muncie, IN, Graduate Student – Master of Urban & Regional Planning and Master of Science, Historic Preservation; Custom Living, Indianopolis, IN, Associate; CBRE, Chicago, IL; Bellevue, WA, Marketing Manager; Akridge, Washington, D.C. Marketing Assistant. Julie is responsible for coordinating and managing the community development process, from project planning through stabilization and asset management. Her responsibilities include organizing housing and mixed-use development efforts, project management, assisting with grant funding and tax credit procurement, collaborating with community groups, and preparing and evaluating financial projections and project budgets.

 

Jessica Cooper – Principal, Dauby O’Connor and Zaleski, LLC
jcooper@doz.net | 317.819.6152
Jessica has worked in public and private accounting since 2003, and has been with Dauby O’Connor & Zaleski, LLC since 2008.  Prior to joining DOZ, she was a Tax Manager with Oakwood Worldwide, an international firm specialized in rental housing, and prior to that she worked at PricewaterhouseCoopers for three years.  Jessica’s duties include review of pass-through and corporate tax returns, tax research, and consulting. She is responsible for ensuring that accurate returns are prepared, in-line with investor projections, and that all compliance deadlines are met.  She oversees staff in the assurance that financial statement data is accurately reported in the tax returns. Jessica manages over 300 tax return engagements each year.  These engagements include IRC Section 42 credits, real estate ventures and development, corporate, and not-for-profit returns.  Additionally, Jessica has managed Internal Revenue Service audits. Jessica is also the head of the firm’s retention committee.

 

Stephanie Decker – Hoosier hero and tornado survivor
info@stephaniedecker.com | 818.599.7118
In March of 2012, a tornado ripped through the town of Henryville, Indiana. Stephanie Decker, a 37- year-old mother of three, found herself in a life-altering moment. As her house began to disintegrate around her, she shielded her two young children with her body. Her dream home fell in, crushing her legs, but because of her heroic actions, Stephanie’s children were amazingly unscathed. It was a miracle that she even survived and made it to the hospital. At that point, doctors determined that parts of both legs would need to be amputated. Since the accident, Stephanie has been featured on… The Today Show, The Ellen Degeneres Show, ABC World News Tonight as “Person of the Week”, USA Today,USA Weekend, and People Magazine. Stephanie Decker has become a true symbol of survival and overcoming adversity. She has used her story to bring awareness for the Stephanie Decker Foundation, which supports two major areas: 1. Children with prosthetics: Stephanie is passionate about children and sports. She has made it a mission to help children with prosthetics enjoy sports and the same athletic opportunities as others. 2. Accessibility to leading-edge prosthetic products: Stephanie considers herself fortunate to have access to the latest high-tech prosthetics. However, there are many people without access. Stephanie has set out to help those people receive access to cutting-edge technology, which will help them with their mobility (she has also worked with the Kentucky legislature for this).

 

Kenny Dennison – Principal, Dauby O’Connor and Zaleski, LLC
kdennison@doz.net | 317.819.6173
Kenny has specialized in the real estate and construction industries since 2000. Prior to joining Dauby O’Connor & Zaleski, LLC, he worked for the international public accounting firm, Ernst & Young, LLP in their Real Estate, Hospitality, and Construction practice in Indianapolis. At Ernst & Young, LLP, he primarily performed work on a public real estate client, including its related SEC filings, and performed audits of private real estate partnerships. In addition, he performed audits of real estate developments owned by a non-profit organization as required by HUD and served as the Chief Financial Officer of a construction company. While with DOZ, Kenny’s duties have included working with his clients and engagement teams to coordinate and execute all phases of the audit, to ensure that all appropriate deadlines are met and excellent client service is provided. He has managed hundreds of audit and agreed upon procedure engagements for owners and managers of affordable housing complexes that receive financing or other subsidies from HUD, RD, or equity as a result of the generation of the LIHTC. Kenny also oversees the audit engagements of over 15 syndicated LIHTC funds and a not-for-profit organization that holds interests in over 100 affordable housing entities. Kenny also has significant experience with projects in the pre-development and construction stages and currently manages the annual audit engagement of a large construction company.

 

John Dietzen – VP/Senior Relationship Manager of Community Development Lending, BMO Harris Bank
John.Dietzen@BMO.com | 317.269.1298
John Dietzen is Vice President/Senior Relationship Manager of Community Development Lending for BMO Harris Bank. John and his team at BMO are actively engaged in helping structure finance projects that include: Low Income Housing Tax Credits; Tax Increment Financing; New Market Tax Credits; Affordable Housing Program grants through the Federal Home Loan Bank and Community Development Financial Institutions. John has over 25 years of credit and banking related experience. Prior to joining BMO in 2012, John was the Director of Asset Management at a local firm in Indianapolis where his duties included compliance, preservation and enhancement of an investment real estate portfolio. John has previously held portfolio management and project management positions with Fifth Third Bank; JP Morgan Chase; PNC and The Dun & Bradstreet Corporation. John is a graduate of Marian University in Indianapolis where he earned his BA in Business/Finance and Butler University in Indianapolis where he earned his MBA-Finance.

 

Gina Dillman Hoskins – CFO, The Englewood Group
ghoskins@englewoodgroup.com | 317.848.5111 x202
Prior to joining the Englewood Group in 1998, she gained almost twenty years experience as a Certified Public Accountant for K.B. Parrish & Co., LLP. Ms. Hoskins specialized in real estate taxation and has worked with the Low Income Housing Tax Credit program since its inception. Ms. Hoskins is responsible for all financial aspects of construction and development for The Englewood Group, including new project feasibility and financing applications. Ms. Hoskins is a licensed Certified Public Accountant. Ms. Hoskins earned a Bachelor of Science degree in Accounting from Indiana University.

 

Amy Dosen – Director of Acquisitions and Underwriting, National Development Council
adosen@nationaldevelopmentcouncil.org | 404.666.1813
Amy Dosen, Director of Acquisitions and Underwriting – She leads a team that has responsibility for all aspects of deal acquisition and underwriting of projects that will go into the NDC Corporate Equity Fund.

Prior to joining NDC Ms. Dosen was most recently responsible for regional acquisitions for two LIHTC syndication firms, Alliant Capital and WNC & Associates.   Before her employment for these two firms the majority of Ms. Dosen’s career has been with KeyBank in positions of increasing responsibility related to real estate and community development finance, culminating in her appointment as the Equity Sales Manager and Vice President leading their subsidiary Key Community Development Corp.   During her time leading the group they invested in LIHTC projects and funds, NMTC and HTC projects and Community Venture Capital funds. Under her leadership the bank completed its first secondary sale of $100 million of LIHTCs. Ms. Dosen holds a MBA from Ashland University and a BA in Finance from Kent State University.

 

Michael Dury – Senior Vice President & COO, P/R Mortgage & Investment Corporation
mdury@prmic.com | 317.569.7420
Mr. Dury joined PR Mortgage & Investments in 2007 as an investment officer. In his current position as Senior Vice President and COO, he oversees strategy and business development for multifamily and healthcare mortgage lending activities. The group was ranked #1 in the country in FHA Lending in 2010 and has ranked in the top 5 for five consecutive years. He specializes in the origination of numerous multifamily rental and health care housing finance programs. Since 2010, Mr. Dury has originated over $2 billion of multifamily loan volume. Mr. Dury is a graduate from The University of Notre Dame, where aside from his studies, served as team captain for the baseball team. In 2013, he received his MBA in finance from Indiana University’s Kelley School of Business and was selected as a “Future Leader” by the Mortgage Bankers Association. Mr. Dury currently serves on the Board of Directors for the Notre Dame Club of Indianapolis and is currently the club’s President-Elect.

 

David Duvall – Historical Architect and Tax Credit Administrator, The Indiana Division of Historic Preservation and Archaeology
dduvall@dnr.in.gov | 317.232.1635
Historical Architect and Tax Credit Administrator, has been with the division since 1998. David is a graduate of University of Cincinnati – College of Design Architecture and Art and is a registered architect in the State of Indiana. In addition to architectural practice with a focus on historic preservation, he has also served as Director of the Historic Preservation Commission of South Bend & St. Joseph County.

 

Darin Edwards – Director of Real Estate Lending, IHCDA
daedwards@ihcda.in.gov | 317.232.7777
Darin Edwards is the Director of Real Estate Lending at the Indiana Housing and Community Development Authority (IHCDA), which involves oversight of the State’s multifamily loan programs working with housing developers, not-for-profits, and local units of governments in accessing IHCDA loan programs and other IHCDA housing and economic development resources. Mr. Edwards joined IHCDA in 2012 as a Real Estate Production Analyst. Prior to joining IHCDA, he spent five years with Bank of America CDC in Maryland and North Carolina as a Development Officer.   Prior to that Mr. Edwards worked in various real estate development capacities for the City of Indianapolis, local not-for-profit development corporations and consulting firms. Mr. Edwards holds a bachelor’s degree in Business Administration from Hanover College. Mr. Edwards serves on Hanover’s Alumni Association Board of Directors and currently serves on Pathway to Recovery’s Board of Directors as an Advisory Member.

 

Sue Ellspermann – Lieutenant Governor, State of Indiana
www.in.gov/lg | 317.232.4545
Sue Ellspermann serves as the 50th Lieutenant Governor of Indiana.
As Lt. Governor, Sue manages six state agencies including the Indiana State Department of Agriculture, the Indiana Housing and Community Development Authority, the Office of Defense Development, the Office of Community and Rural Affairs, the Office of Tourism Development and the Office of Small Business and Entrepreneurship. She also serves as President of the Indiana Senate and chairs the Indiana Counter Terrorism and Security Council. Sue was raised in Ferdinand, Indiana. She graduated from Purdue as an industrial engineer and established a career in engineering and management at Michelin and Frito-Lay.

While earning her master’s degree and doctorate in industrial engineering at the University of Louisville, she established Ellspermann and Associates and began a 20-year consulting practice. She later became the founding director of the University of Southern Indiana’s Center for Applied Research and Economic Development. In 2010, Sue was elected to the Indiana House of Representatives. In November of 2012, she was elected to serve with Governor Mike Pence. Sue is married to Jim Mehling, Principal of Forest Park High School. They have a blended family of four daughters, three sons-in-law, two grandsons, and one granddaughter.

 

Dave Fournier – Executive Managing Director, ARA, A Newmark Company
dfournier@aranewmark.com | 512.342.8100
David is a executive managing director in ARA, A Newmark Company Affordable Housing and is responsible for the sale of affordable multifamily transactions nationally. He has been involved in the sale of $1 billion in assets for major corporate, institutional and private owners and is nationally recognized as one of the premier affordable housing brokers. Dave was among the first in the industry to market LIHTC properties, with and without extended compliance, and continues to be one to the most active brokers in this arena. His experience also includes the sale of LIHTC partnership interest, bond-financed assets and highly regulated HUD financed assets. Dave was a former managing director of Holiday Fenoglio Fowler (HFF) in Atlanta for five years before joining ARA Newmark. Prior to HFF, Dave was a Director in the Capital Advisors Group of Insignia/ESG in Boston. Dave holds a BS from the University of New Orleans and holds the MAI professional designation from the Appraisal Institute.

 

Adrienne Gann Schmetzer – Project Manager, R&B Architects
adrienne@randbarchitects.com | 317.759.1155
Dawn Galloway – Vice President, Keller Development Inc.
dawn@kellerdev.com | 260.497.9000 x222
Dawn is responsible for searching out new multi-family housing project opportunities, including, determining project feasibility, and  coordinating efforts with local governments, business owners and neighborhood residents.  She oversees and assists with assembling affordable housing applications required to build and develop affordable housing projects.  Dawn’s responsibilities include working with syndicators and lenders to provide adequate equity and financing for each project.

 

Glenn Graff – Shareholder, Applegate & Thorne-Thomsen, P.C.
ggraff@att-law.com | 312.491.3313
Glenn joined Applegate & Thorne-Thomsen in 2001.  He concentrates his practice on issues related to 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.  Glenn also has significant experience in addressing issues related to the taxation of partnerships and LLCs and the taxation of not-for-profit organizations.  He represents 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.

 

Mark Grant – Partner, Kuhl & Grant LLP
mgrant@kuhlgrantlaw.com | 317.423.9407
Mark Grant is a founding partner of Kuhl & Grant LLP. Mark’s practice concentration is in real estate law, focusing on development, purchases and sales, financing, leasing, construction and affordable housing. He represents residential and commercial developers, owners and tenants (whether private, governmental or non-profit) in all aspects of real estate development and financing. He also represents governmental, non-profit and for-profit entities in connection with affordable housing transactions and all parties in connection with construction-related activities. Mark speaks regularly on various real estate, construction and affordable housing topics. He is a member of the Indiana State Bar Association, American Bar Association and Illinois State Bar Association. Mark currently serves as a board member of the King Park Community Development Corporation where he serves on the Executive Committee, and is the Chair of the board of the East 10^th Civic Association.  Mark served on a sub-committee of the Indy Rezone initiative and serves as a committee member for Great Places 2020. Mark is a native of Carmel, Indiana. He received his Bachelor of Science in chemical engineering at Purdue University in 1981. He graduated from the University of Houston Law Center in 1984. Before founding Kuhl & Grant LLP in 2010, Mark was a partner with Ice Miller LLP where he practiced real estate law since 1990. Mark also previously practiced real estate law in Houston, Texas. Mark is admitted to practice law in the states of Indiana and Illinois.

 

Dr. Matt Hanka – Assistant Professor of Political Science Director of Master of Public Administration Program, University of Southern Indiana
mjhanka@usi.edu | 812.461.5204
Dr. Matthew J. Hanka is Assistant Professor of Political Science and Director of the Master of Public Administration Program at the University of Southern Indiana (USI).  A native of Louisville, Kentucky, Dr. Hanka earned a B.A. in history and politics from The Catholic University of America in Washington, DC in 2002, and earned a M.A. in Political Science in 2004 and a Ph.D. in Urban and Public Affairs in 2009 from the University of Louisville.  He also served as a Senior Fellow with the Center for Sustainable Urban Neighborhoods at the University of Louisville from 2006-2010.  His research interests include housing markets and policy, community development, urban politics and policy, sustainable cities, government reorganization, and historic preservation.  His academic work has appeared in Journal of Urban Affairs, Housing Policy Debate, Journal of Urbanism, Local Environment, and the American Review of Public Administration. Dr. Hanka has worked with the Center for Applied Research and Economic Development at USI and a team of USI faculty on a grant from Habitat for Humanity International to perform a study on the impact on the Habitat Women Build program on homeownership by women single head of household families. He also worked with a team of USI faculty on a needs assessment of the Jacobsville neighborhood in Evansville. He also has served as a community development consultant for the Engage Henderson project in Henderson, Kentucky. Dr. Hanka is a past participant of the Connect with Southern Indiana program, and a member of the October 2011 Class of Leadership Evansville. He is also a member of the Board of Directors of the Rotary Club of Evansville and the treasurer of the Westside Improvement Association in Evansville. He also has provided commentary on local political issues for WNIN-FM, and Eyewitness News/Local 7 (WEHT/WTVW) in Evansville

 

Carla Haskins – Indiana MFH Team Lead, USDA Rural Development
carla.haskins@in.usda.gov | 317.295.5784

 

Joel Hauenstein – Vice President – Acquisitions, The Alliant Company
joel.hauenstein@alliantcapital.com | 818.668.6800
Joel Hauenstein is a Vice President and is responsible for the acquisitions of over $500 million in low income tax credit properties in the Midwest. Prior to joining Alliant, Mr. Hauenstein was the Vice President of Acquisitions at a nationally recognized syndication and debt provider for 10 years. Between the years 1990 to 1996, he held various positions with Berkshire Mortgage in the DC area. Mr. Hauenstein received his Bachelor of Science degree from the University of Akron.

 

Chuck Heintzelman – Principal, Milestone Ventures, Inc.
chuck@milestoneventuresinc.com | 317.826.3488
Chuck Heintzelman, Principal of Milestone Ventures, Inc., has worked in the community development and affordable housing industry for almost 23 years. In 2000, he co-founded Milestone Ventures, which has since developed and preserved over 1,700 units of affordable rental housing in Indiana. Chuck’s prior experience includes; serving as the Planning Director for the City of Huntingburg and Tax Credit Administrator with the Indiana Housing Finance Authority.

 

Jared Houser – Senior Vice President Finance & Development, Pedcor Investments, LLC
jaredh@pedcor.net | 317.705.7998
Mr. Houser graduated from the University of Indianapolis in May 2002 and received his M.A. in Economics from Indiana University (Indianapolis) in 2007. Prior to joining Pedcor his experiences include 2-years as an analyst with a local community bank and serving the 2005 session as an intern financial analyst for the Indiana House Ways & Means Committee. Mr. Houser joined Pedcor as an intern during graduate school in April 2005 and accepted a full time position as a financial analyst with Pedcor Bancorp, a bank holding company, in August 2005. He accepted the position of Vice President with Pedcor Investments in October 2007. His responsibilities include financial management, corporate and property budgeting, portfolio management and various analytical activities in connection with Pedcor Investments and its entire portfolio of multifamily properties.

 

Paul M. Jones, Jr, Attorney at Law
paul@pauljoneslaw.com | 317.223.5441
Prior to commencing his practice as a solo practitioner on July 1, 2015, Paul was a partner in Ice Miller LLP’s Tax Group and oversaw the firm’s property tax practice. Paul focuses his practice on real estate tax appeals, exemptions and incentives in Indiana and Ohio. He primarily represents developers and owners of real estate, including retail, office, multi-family housing, hotels, gaming facilities and other commercial buildings in the Midwest. Over the course of his career, he has obtained millions of dollars in tax savings for his clients. In Indiana, Paul represents clients before county assessors, county property tax assessment boards of appeal (PTABOAs), the Indiana Board of Tax Review, the Indiana Tax Court and the Indiana Supreme Court. In Ohio, Paul represents clients before county auditors, county boards of revision (BORs), the Ohio Board of Tax Appeals and the Ohio Supreme Court. Paul also has experience representing clients before the Indiana Department of State Revenue and all levels of the Internal Revenue Service. He has served as lead counsel on several New Markets Tax Credit transactions and helped clients with incentive programs and property tax abatements. His pro bono efforts focus on assisting nonprofits and community development corporations with corporate governance and tax matters. Paul received his bachelor of science in public affairs, with distinction, from Indiana University, Bloomington in 1998. He earned his juris doctorate from Indiana University School of Law, Indianapolis, graduating magna cum laude in 2001. While in law school, he was an Associate Editor of the Indiana Law Review and a Program on Law and State Government Fellow. Paul is admitted to practice law in Indiana and Ohio.

 

Tyler Kalachnik – Partner, Ice Miller LLP
tyler.kalachnik@icemiller.com | 317.236.2116
Tyler Kalachnik is a partner in the Firm’s Municipal Finance Group. Tyler has served as bond counsel, underwriter’s counsel, disclosure counsel and borrower’s counsel for both long-term and short-term financings involving the pledge of revenues, taxes or a combination thereof. Tyler also has experience in transactions involving letters of credit, standby bond purchase agreements and interest rate swaps. Representative financings include single and multi-family housing projects, airports, municipal gas utilities, prepaid natural gas transactions, municipal water utilities, Indiana’s State Revolving Fund Program, solid waste disposal facilities, 501(c)(3) organizations, road improvements, park improvements, storm water districts, economic development facilities and temporary loan warrants for political subdivisions and school corporations. Tyler is a 1999 graduate of Brebeuf Jesuit Preparatory School. In 2003, he earned a Bachelor of Arts in history with a minor in business from Indiana University Bloomington. In 2006, he earned his juris doctorate, summa cum laude, from Indiana University Robert H. McKinney School of Law.

 

Christin Kappel – Principal and Owner, Simply Sustainable, LLC
ckappel@simplysustainable-llc.com | 765.412.2099

 

Daniel Kierce – Director, Central Region, RBC Capital Markets
daniel.kierce@rbccm.com| 216.875.6043
Dan Kierce is responsible for originating, structuring and negotiating LIHTC investments in the Central Region, with a particular focus on Texas. Mr. Kierce originally joined RBC in 2003 and has over 22 years of experience in LIHTC syndication and has closed equity transactions in over 30 states. His experience includes working with for-profit and non-profit developers on a wide range of projects which includes 9% tax credit and tax-exempt bond projects, historic tax credit projects, high profile urban projects, as well as rural communities. Prior to joining RBC, Mr. Kierce had 11 years of experience with a major financial institution and a syndication firm where he was responsible for acquiring and structuring tax credit investments, as well as providing additional debt products to developer clients.  Mr. Kierce graduated with honors with a Bachelors of Science in Business Administration from Nichols College and also served with honor in the United States Marine Corps.

 

Bryan Kilbane – Director of Acquisitions, Red Stone Equity Partners, LLC
bryan.kilbane@redstoneequity.com | 216.820.4756
Bryan Kilbane is Director of Acquisitions for Red Stone Equity Partners, LLC, where he is responsible for the origination, acquisition, financial underwriting, partnership structuring, and syndication of affordable housing and historic tax credit investments.  Bryan has 10 years of experience in real estate investment and LIHTC syndication and has participated in the acquisition and syndication of approximately $750 million in tax credit investments nationwide.  Bryan has worked with both non-profit and for-profit development firms and has structured a variety of property types including: new construction and rehabilitation/adaptive re-use projects, HOPE VI, Section 236, mixed-income, mixed-use, and historic/state tax credit properties. Bryan is an active speaker on investor panels at select conferences throughout the United States. Bryan is a graduate of Cleveland State University where he received a Bachelor of Arts Degree in Economics.

 

Jay Kittenbrink – Senior Development Manager, Episcopal Retirement Homes Affordable Living, LLC
jkittenbrink@erhinc.com | 513.272.5555 x4368
Jay contributes 26 years of operational management experience over multiple HUD programs and seven years of Affordable Living Development experience with HUD, LIHTC, HOME, Project Based Vouchers and Federal Home Loan Bank AHP funding. He has successfully applied for both 9% and 4% LIHTC awards in Ohio, Indiana, and Kentucky. In 2012, Jay facilitated the acquisition of a portfolio of four senior LIHTC properties in southwest Ohio totaling 167 units and in 2015 the acquisition of a portfolio of six properties in south central Ohio totaling 330 units. He is certified as Housing Development Finance Professional and Housing Credit Certified Professional. His education includes a Bachelor of Arts in Pre-Ministerial Studies from Concordia College in Ann Arbor, MI and a Masters in Business Administration in Accounting from the University of Cincinnati.

 

Jeffrey Kittle – President & CEO, Herman & Kittle Properties, Inc.
jkittle@hermankittle.com | 317.846.3111
Jeff is responsible for directing the senior management team, strategic initiatives, new opportunities, and financial results. Jeff is also responsible for the ownership and management of over 115 properties in 12 states. These developments, which include over 11,000 apartment homes and over 6,000 self-storage units, have utilized some form of conventional or government financing including housing tax credits, and/or tax-exempt bond financing, the United States Department of Agriculture, HUD, and the Federal Home Loan Bank. All totaled, HKP’s portfolio represents more than $750 million in investments.

With Jeff’s help, HKP was recognized as Affordable Housing Finance’s 8th largest affordable housing developer. Over the last several years, Jeff has been active within the apartment industry, including sitting on the steering committee for the National Association of Home Builders Housing Credit Group as well as the Affordable Housing Tax Credit Coalition. Jeff is a member of the Young Presidents’ Organization, Board Member of Park Tudor School, and Board Member of Kittle’s Home Furnishings Center, Inc. An Indiana native, Jeff graduated Phi Beta Kappa from Indiana University with a Bachelor of Arts degree. Later he attended Indiana University’s Kelley School of Business where he earned his Master of Business Administration in Finance. Currently Jeff is active in various community and civic organizations in Indianapolis where he lives with his wife and two daughters.

 

Douglas Koch – Director of Real Estate Consulting, Dauby O’Connor & Zaleski, LLC
dkoch@doz.net | 317.819.6132
Doug brings more than 30 years of real estate investment analysis experience advising investor, syndicator and lender clients on improving investment processes and procedures, and sponsor capabilities; as well as providing due diligence of property and fund investments and in planning for, and facilitating LIHTC dispositions. Prior to his due diligence and consulting work with the accounting firms of McGladrey and Ernst & Young, he was a partner at the prior Boston Financial Group, created and led Cushman & Wakefield’s Affordable Housing Group and established and operated his own real estate analysis and investment advisory group: Housing Advisors. During his career, Doug has served institutional investors with a unique breadth of knowledge across the spectrum of commercial real estate and, in particular, practices involving the valuation, underwriting and investment due diligence of affordable housing investments. At DOZ, Doug helps lead its advisory services practice, advocating innovative advanced approaches and methods for due diligence and organizational assessment benchmarked against industry standards. Doug maintains his professional accreditations with the Appraisal Institute and the American Institute of Certified Planners and is a charter member and founder of the National Council of Market Analysts. He has provided leadership to all three organizations where he has developed curriculum for professional education, organized and spoken at national conferences and provides guidance in the development of professional standards.

 

Amy Kotzbauer – President, ASK Consulting Services, LLC
akotzbauer@comcast.net | 317.652.8456
Amy Kotzbauer is a community development and real estate professional with over 20 years of experience. Amy began working in the areas of historic preservation and urban planning at Historic Landmarks Foundation of Indiana (now Indiana Landmarks), where she was director of the Central Regional Office and worked with communities both large and small to foster revitalization efforts and save historic resources of all types. Amy later worked for the Central Indiana Community Foundation as a Program Officer and then served as the President of Near North Development Corporation. In January 2008, Amy formed ASK Consulting Services LLC, where she specializes in historic preservation, tax credit and real estate consulting services. Her clients include for-profit and non-profit developers and owners, with projects ranging from $1 million to $20 million. Her work with ASK Consulting is separate from her responsibilities at Kuhl & Grant LLP. Amy was born and raised in Indianapolis and holds a BS from Indiana University Bloomington and a MS from Ball State University.

 

Todd Krumwiede – Vice President – Originations, PNC Real Estate – Tax Credit Capital
todd.krumwiede@pnc.com |  312.338.8296
Todd Krumwiede currently serves as a Vice President of Originations for PNC Bank’s Tax Credit Capital Group out of Chicago. His responsibilities include originating and underwriting affordable housing transactions, implementing tax credit syndication, as well as construction & permanent debt financing. The majority of his territory includes the Midwest, such as Wisconsin, Illinois, Indiana, and Minnesota. Prior to his current position at PNC, Todd held various positions at National Equity Fund throughout seven years, the most recent as an Acquisitions Officer for the Midwest Region.

 

Gareth Kuhl – Partner, Kuhl & Grant LLP
gkuhl@kuhlgrantlaw.com | 317.423.9404
Gareth W. Kuhl is a founding partner of Kuhl & Grant LLP. His practice focuses on real estate and federal income taxation. Gareth’s primary practice concentrations are affordable housing and economic development utilizing tax incentives, including the Low-Income Housing Tax Credit, Historic Rehabilitation Tax Credit and New Markets Tax Credit, as well as other development and operating subsidies and financing methods. He represents for-profit and nonprofit developers and owners, public housing authorities, municipalities, property managers, contractors, lenders and investors at the state, regional and national level. He frequently speaks at conferences, seminars and presentations on matters affecting affordable housing and economic development, and has served on numerous committees, task forces and discussion groups addressing such matters. Prior to forming Kuhl & Grant LLP in 2010, Gareth was a partner at Ice Miller LLP where he practiced for over 15 years. Gareth currently serves on the Board of Directors and the Executive, Finance and Facilities Committees of Metropolitan Indianapolis Public Broadcasting, Inc. (WFYI) and the Board of Directors of Renew Indianapolis, Inc. He is also a founding member of the Indiana Affordable Housing Council, and currently serves as the Secretary and a member of its Board of Directors. Born in Niles, Michigan, Mr. Kuhl attended the University of Michigan School of Business Administration where he received a B.B.A. in 1991, graduating with high distinction, with concentrations in finance and accounting. He earned his Juris Doctorate from the University of Michigan Law School in 1994, graduating cum laude. Gareth is admitted to practice law in the States of Indiana and Michigan.

 

Trish Lewis – AVP AHP Compliance Manager, Federal Home Loan Bank of Indianapolis
plewis@fhlbi.com | 317.465.0379
Patricia (Trish) Lewis joined the Federal Home Loan Bank of Indianapolis (FHLBI) in October 2001. At that time, Trish brought 25 years of experience in multi-family, real estate development and asset management to the Affordable Housing Programs offered through member financial institutions of the FHLBI. As the AHP Portfolio Manager, Trish’s responsibilities include oversight of all administrative aspects for projects funded by the competitive AHP program. Duties include feasibility and underwriting analysis, regulatory compliance and monitoring, workouts and technical assistance and AHP application scoring. Prior to her tenure at the Federal Home Loan Bank of Indianapolis, Trish worked as an Investment Manager and a District Manager overseeing a portfolio of 3,000 units of affordable, multi-family properties throughout Indiana, Illinois, Michigan, Kentucky, and Tennessee for various real estate investment firms. Trish holds a B.A. in Business Administration from Stephens College in Columbia, Missouri.  She also earned the Certified Property Manager designation through the Institute of Real Estate Management and is a Housing Development Finance Professional awarded by NDC. In 2010 Trish was named as the recipient of the Robert O. Zdenek, Staff Person of the Year by the membership of the Indiana Association of Community and Economic Development.

 

Gayle Manganello Ellis – Senior Vice President – Manager of Origination, PNC Real Estate
gayle.manganello@pnc.com | 978.244.1116
Gayle Manganello Ellis is Senior Vice President, Manager of Origination within the Tax Credit Capital Group at PNC Bank, NA (“PNC”). She has been with PNC for 15 years. Ms. Manganello is responsible for overseeing PNC’s national platform involving the origination of equity and debt opportunities in low income housing tax credit developments. The Origination group has ten offices located regionally throughout the U.S. Ms. Manganello has been in the affordable housing industry for 25 years where she has spent all of her time on the low income housing tax credit investment side of the business. Ms. Manganello participates in numerous industry organizations including, Connecticut Housing Coalition, Citizens Housing and Planning Association, New England Women in Real Estate, Institute for Responsible Housing Preservation and Women in Housing and Finance. She is also a board member for NYSAFAH. Ms. Manganello holds a bachelors and masters degree from Boston College.

 

Marco Mariani – Executive Director, South Bend Heritage Foundation
marcomariani@sbheritage.org | 574.289.1066
Marco joined South Bend Heritage as Executive Director in January 2011. Marco brings over 17 years of experience in community and economic development to SBH. As Executive Director he manages all financial performance within a $5.8 million dollar budget, directs a staff of 16 (FT & PT) and is responsible for all operations. Prior to joining South Bend Heritage, Marco served as the Executive Director of Downtown South Bend, Inc. (DTSB). In his capacity as Executive Director, he managed the organization’s day to day operations (hospitality, safety and beautification). He also provided fiscal management and discharged all marketing, public relations and business assistance activities. For many years, Marco was the Assistant Director for the City of South Bend Division of Community Development and managed a wide variety of projects and programs ranging from annexation, housing development and commercial corridor revitalization.

 

Timothy Martin – Director of Operations, Evansville Housing Authority
tim.martin@evansvillehousing.org | 812.428.8500
Timothy (Tim) L. Martin is the Director of Operations for the Evansville Housing Authority (EHA) and the Advantix Development Corporation, a not-for-profit development affiliate of EHA. Martin is responsible for the daily operation of approximately eleven hundred units of affordable housing owned and operated by EHA and its affiliate Advantix. In addition to the daily operation responsibilities, Martin directs the development efforts of EHA and Advantix in the creation of new affordable housing utilizing both private and public financing mechanisms. Over the past ten years Martin oversaw the development of over 220 new housing units representing over 24 million in equity. Martin joined EHA in 1998 from Quality Homebuilders, as President of the commercial and residential construction company involved in construction of single family homes, multi-family apartment developments and light commercial facilities. Martin is a board member of the Grow Southwestern Indiana Workforce Board (WIB) and a member of the WIB Youth Council. Martin is a member and certified master trainer with the National Center for Construction Education and Research as well as a Tax Credit Compliance Specialist, TaCCs. Martin has a Bachelor of Science degree from the University of Evansville in Global Leadership.

 

Mark McDaniel – President and CEO, Great Lakes Capital Fund
capmac@capfund.net | 517.364.8900
Mark S. McDaniel is the President of Great Lakes Capital Fund Non-Profit Housing Corporation. Mr. McDaniel, who received his B.S. in Urban Planning from Michigan State University in 1977, brings with him over 35 years of experience in the areas of affordable housing, community development, urban planning and market research, formerly serving as Vice President and President of a major development company in Michigan, and as Director of Development for another statewide nonprofit housing corporation. Since his tenure with the Capital Fund’s inception in 1993, Mr. McDaniel has raised and committed over $2.5 billion of loans and equity for affordable housing and economic development. He has diversified the Capital Fund to provide access to permanent debt financing, construction lending, technical assistance, predevelopment lending, structured financing, youth leadership training, and title services. He lead the geographic expansion of Great Lakes Capital Fund to now include a service area of Michigan, Indiana, Illinois, Wisconsin, Minnesota, Up State New York, Delaware, Mississippi, and Louisiana. In addition to his professional experience, Mr. McDaniel has served on the Board of Directors of a number of nonprofit organizations which advocate on behalf of affordable housing and community development, including serving as President of the National Association of State and Local Equity Funds (NASLEF), Board member of Fifth Thirds Community Advisory Forum, Board member of Michigan Habitat for Humanity, Treasurer of the Michigan Magnet Fund, Vice Chair of Art of Leadership Foundation, Board member for the Community Economic Development Association of Michigan (CEDAM), member of the Corporation for Supportive Housing State Advisory Committee, Board member of National City Community Development Association, former Chairman and Board member of the Federal Home Loan Bank of Indianapolis Affordable Housing Council, and has served two terms as a Governor appointee to the Board of the Children’s Trust Fund. In 2004 he was the recipient of the Entrepreneur of the Year Award from the Greater Lansing Business Monthly organization, in 2008 he received the Governors Corporate Service Award, and in 2013 he was the recipient of the prestigious Terry Duvernay Award.

 

Duane Miller – Vice President, Community & Asset Management, Flaherty & Collins Properties
dmiller@flco.com | 317.816.9300
Duane has a broad range of experience in financial analysis and business planning, including management of a non-profit community development corporation with $12 million in assets, a $7.5 million budget, and 13 separate subsidiary corporations totaling $33 million in assets. He has been instrumental in multiple mixed-finance community development efforts, including HOPE VI public housing redevelopments and a housing authority RAD conversion. His experience includes: Eastside Community Investments, Inc. – Indianapolis, Indiana, Strategic Planning & Asset Management, Director; Eaton and Lauth – Indianapolis, Indiana, Accountant. Duane seeks new development opportunities in affordable housing/mixed income projects. He works with cities to leverage private dollars with public resources to develop affordable housing and investment opportunities in distressed areas. His experience and skills provide him with both a thorough understanding of the public commitment to providing housing for all income ranges and the private sector goal of maintaining the economic viability of such projects.

 

Nancy Morton – Member, Dauby O’Connor and Zaleski, LLC
nmorton@doz.net | 317.819.6141
Nancy is a tax member at Dauby O’Connor & Zaleski, where she also leads the Real Estate Consulting practice. Nancy has been in the practice of public accounting for over 28 years specializing in the real estate industry, with a particular focus in partnership and not-for-profit tax compliance matters. She is responsible for the annual preparation and review of hundreds of partnership and nonprofit tax returns related to multifamily housing communities, as well as funds that invest in those entities. Nancy has substantial experience with properties financed in part with LIHTC pursuant to Section 42 of the IRC. In addition to the annual tax compliance work on LIHTC properties, she is also involved with the 10% cost certifications required for carryover allocations, final cost certifications required for issuance of form 8609, and arbitrage rebate calculations required for tax exempt bond financed transactions. Nancy also serves on the technical review committee for a LIHTC syndicator to review the structure of and identify regulatory issues applicable to new transactions in which the fund intends to invest. She holds a M.B.A. from Indiana University and is a member of the American Institute of CPA Society, Indiana CPA Society and the Economy Tax and Advisory Team for Congressman Rokita.

 

Lela Murch – VP Compliance & Training, Pedcor Companies
lelam@pedcor.net | 317-587-0356
Lela Murch joined Pedcor Management Corp. in 1998. Lela has 29 years’ experience in Property Management, having worked at Section 8, 236, & Market Properties and in a Corporate training department before joining Pedcor. She currently serves as the Vice President of Compliance and Training, overseeing compliance tor Pedcor Management Corporations’ LIHTC portfolio, serving 11,000 units on 57 individual sites. Her love of travel serves her well as Pedcor opens for business in Colorado and Texas in 3^rd quarter 2015. Lela is an active board member of AHAIN, Affordable Housing Association of Indiana, and carries the COS, HCCP & TaCCs designations.

 

Doug Murphy – Tax Senior, Dauby O’Connor and Zaleski, LLC
dmurphy@doz.net | 317.819.6144
Doug has been with Dauby O’Connor & Zaleski, LLC since 2013. Prior to joining DOZ, and during law school, he worked for the IRS Office of Appeals and at an IRS recognized Low Income Taxpayer Clinic.

Doug’s duties with DOZ include the preparation of complex pass-through, corporate, and exempt entity tax returns. Doug also spends a significant portion of his time on tax consulting projects, conducting tax research and analysis. Doug’s work has been published in the AICPA’s national tax publication, The Tax Advisor.

 

Pat O’Connor – Executive Vice President – Capital, Herman & Kittle Properties, Inc.
poconnor@hermankittle.com | 317.663.6888
Pat joined the company in July 2012 and is responsible for setting up HKP’s capital markets activities and the formation of HKP’s Broker/Dealer, Eagle Capital Company, LLC, to raise money for real estate projects. Pat comes to HKP with over 30 years of experience in all aspects of real estate lending and equity finance. Prior to joining HKP, he spent 16 years at House Investments as Director of Acquisitions. He was responsible for the origination of tax credit equity transactions, as well as preferred equity and mezzanine loan opportunities. Previous to House Investments, Pat spent 15 years with Banc One Mortgage Company/Banc One Capital Company as a Vice President of Originations and Underwriting for construction loans and permanent loans under the FHA, Fannie Mae, and Freddie Mac programs, as well as for Insurance companies. Pat has a BA in Economics from Indiana University and an MBA from the University of Indianapolis. He has also completed professional course work in real estate valuation through the American Institute for Real Estate Appraisers. Born and raised in Indianapolis, Pat is active in various community and civic organizations, and enjoys coaching sports at the grade school and high school level. Pat is married with three children.

 

Sean O’Connor – Member, Dauby O’Connor & Zaleski, LLC
soconnor@doz.net | 317.819.6115
Sean is one of the founding members of Dauby O’Connor & Zaleski, LLC, and has been in the practice of public accounting for over twenty five years. DOZ started as a two man firm in 1987 and has grown to a nationally-recognized leader in the real estate arena with clients in over 40 states.

Sean is nationally known for his expertise in accounting and tax matters related to the development and management of multifamily housing communities. Sean has extensive experience in the structuring of private real estate entities formed to develop multifamily housing communities. Sean’s role in the development process includes assistance with financial forecasts and projections, securing construction and permanent financing, and investor capital. In addition to development related services, Sean performs annual audit services required by various lenders and investors, including the Department of Housing and Urban Development (HUD) and the US Department of Agriculture – Rural Development (RD).

Sean has extensive experience with multifamily housing projects which utilize the Low Income Housing Tax Credit (LIHTC) and/or tax exempt bond financing. Sean performs all required accounting functions germane to LIHTC transactions, including 10% certifications necessary for carryover allocations and final cost certifications for issuance of IRS form(s) 8609. Sean also serves on the technical review committee for a LIHTC syndicator to review the structure and identify regulatory issues applicable to new transactions in which the fund intends to invest.

 

Ryan Olman – Vice President, Senior Relationship Manager, Key Community Development Corporation
rolman@key.com | 216.689.7776
Ryan Olman is a Vice President and Senior Relationship Manager with Key Community Development Corporation (“KCDC”). KCDC provides equity investments in low income housing, historic rehabilitation, small business investment companies, and community development venture capital funds throughout Key’s retail footprint. KCDC also established a New Markets Tax Credit subsidiary. Mr. Olman’s responsibilities as a Relationship Manager include new business development and portfolio management.

Prior to joining KCDC, Mr. Olman was a Senior Relationship Manager with the Cleveland Community Development Lending Team for 5 years, where he provided over $130 million in new construction and permanent loan financing for non-profit and for-profit developers and business owners of affordable housing (LIHTC), historic rehabilitation (HTC), for-sale housing, and economic development (NMTC). Prior to joining the Cleveland Community Development Lending Team in 2006, Ryan had 10 years of banking and capital markets structuring and analysis experience. As a Senior Portfolio Manager in Key’s Corporate Banking Group, Ryan managed customer relationships and structured lending solutions for Key’s Manufacturing and Service clients. As a Public Finance Investment Banker with McDonald Investments and later Roberts Consulting LLC, Ryan provided assistance in structuring over $250 million of taxable and tax-exempt bond transactions for for-profit and not-for-profit borrowers seeking financing for projects such as multifamily housing, industrial development, and health care. Ryan first joined KeyCorp in 1997 and served as an Assistant Vice President in the Public Finance Group of McDonald Investments Inc.

structuring taxable and tax-exempt bond issues. Ryan received his Bachelors of Business Administration, with a concentration in Finance, from Kent State University in 1998. Mr. Olman serves on the board of the Historic Warehouse District Development Corporation of Cleveland.

 

Dr. Marie Opatrny – Associate Professor of Social Work, University of Southern Indiana
mopatrny@usi.edu | 812.465.7141
Dr. Marie Opatrny, Ph.D, MSW, is an associate professor in the Department of Social Work at the University of Southern Indiana, and teaches courses in human behavior, clinical social work theories, and applied social research. She has over 25 years’ experience in community mental health and has conducted many applied research studies with community agency partners. Most recently Dr. Opatrny was a member of an interdisciplinary research team that conducted a nationwide study for Habitat for Humanity.  In addition, she recently conducted research on intergenerational poverty, was awarded a fellowship to research suicide prevention and conducted a needs assessment study with homeless individuals for the Evansville Homeless Coalition.  Each of these projects focused within Vanderburgh County. Dr. Opatrny’s dissertation was a qualitative study to understand the needs of individuals diagnosed with schizophrenia.  Currently, Dr. Opatrny is working on identifying the medical needs of the homeless in Evansville, Indiana.

 

Michael Petrie – President, P/R Mortgage & Investment Corporation
mpetrie@prmic.com | 317.569.7420
Mr. Petrie is President of P/R Mortgage & Investment Corp (PRMIC) which was founded in 1990 with his partner Randall Rogers. P/RMIC is a multifamily lender in the Midwest and has closed over $6.7 billion in loans and currently services $3.7 billion of these loans. Mr. Petrie also serves as Chairman and CEO of Merchants Bancorp and Merchants Bank of Indiana. A $1.5 billion bank. Mr. Petrie is a 1979 graduate of Indiana University’s School of Business, Indianapolis with a major in Finance. He received his MBA in 1982 from Indiana University, Indianapolis. In 1999 Mr. Petrie earned his Certified Mortgage Banker Designation (CMB) and in 2004 received the Accredited Mortgage Professional Designation (AMP). Mr. Petrie currently serves on the Board of Directors of the Archdioceses of Indianapolis Catholic Charities, Merchants Affordable Housing Corp. a 501-c-3 not-for-profit affordable housing provider and the Progress House. Additionally, he serves on the Board of the Community Investment Fund of Indiana and he is on the Advisory Board for the IU Center for Real Estate Studies. In 2005, Mr. Petrie served as Chairman of the Board of Directors of the Mortgage Bankers Association, Washington, D.C. Mr. Petrie was awarded the “Sagamore of the Wabash” in 2004 and MBA’s Burton C. Wood Legislative Service Award in 2000.

 

Heather Plake – Principal, Dauby O’Connor and Zaleski, LLC
hplake@doz.net | 317.819.6123
Heather has specialized in the real estate industry since 2003. During that time, she has prepared and/or reviewed tax returns for limited liability companies, partnerships, corporations, and not-for-profit entities owning various real estate developments. She has prepared and reviewed numerous cost certifications required by various state agencies for utilization of LIHTC. Heather is very experienced with partnership tax returns that adhere to Rental Real Estate and LIHTC. Heather’s portfolio of clients includes approximately 400 tax return engagements, which have filing requirements in over 20 states. These engagements include IRC Section 42 credits, real estate ventures and development, corporate, and individual returns. Additionally, Heather has managed Internal Revenue Service audits. Heather’s duties include review of pass-through and corporate tax returns, tax research, and consulting. She is responsible for ensuring that accurate returns are prepared, in-line with investor projections, and that all compliance deadlines are met. She oversees staff in the assurance that financial statement data is accurately reported in the tax returns. Additionally, Heather assists her clients with Low Income Housing Tax Credit compliance issues, such as first year credit analysis, 8823 compliance issues and 15 year credit calculations. She also provides a resource for the client concerning acquisition and rehabilitation strategies and tax treatment of various transactions. In addition to the annual tax compliance work on LIHTC properties, Heather is also involved with the 10% cost certifications required for carryover allocations and final cost certifications required for issuance of form(s) 8609.

 

Greg Proctor – Vice President of Business Development – Windsor Compliance, a RealPage Company
greg.proctor@realpage.com | 910.444.2100
Greg is a thirty-year veteran of the affordable housing industry and has owned and/or operated all types of affordable housing including HUD, Tax Credit and Rural Development. He has a degree management from Appalachian State University and holds multiple affordable housing designations and certifications. Through Windsor Compliance, he has worked with owners, managers, housing authorities, housing finance agencies, banks and financial institutions to assist them in keeping their portfolios in compliance with federal regulations and mandates surrounding the Low Income Housing Tax Credit, Section 8, Tax Exempt Bonds and Rural Housing Services. His primary focus is on Section 42 of the Internal Revenue Code, the Americans with Disabilities Act, Section 504 of the Rehabilitation Act of 1973 and the Fair Housing Amendments Act and he has publicly trained on each of those regulations. Mr. Proctor is currently responsible for Business Development of Windsor Compliance, which is now part of the RealPage family. Along with business development, he also works closely with state housing finance agencies on behalf of Windsor’s clients and the industry. Windsor’s offices are based in Wilmington, North Carolina with its employees working with clients in forty-two states.

 

Alan Rakowski – Tax Credit Manager, IHCDA
arakowski@ihcda.in.gov | 317.232.7777
Alan Rakowski is the Rental Housing Tax Credit Manager at the Indiana Housing and Community Development Authority (IHCDA), which involves managing the State’s Section 42 Low Income Housing Tax Credit Program and working with housing developers and not-for-profits in accessing tax credits as well as state and federal funding for affordable housing development.  Prior to taking this position in July 2012, Mr. Rakowski worked as a Real Estate Production Analyst for four-and-a-half years at IHCDA, focusing primarily on federal programs such as HOME and CDBG and serving as the primary contact for housing developers in the southwest region of Indiana.  Before joining IHCDA, he spent time working as the grants administrator at the Center for the Homeless in South Bend, IN. Prior to that, he oversaw the energy assistance department at a community action agency in northeastern Pennsylvania. Mr. Rakowski holds a bachelor’s degree in Marketing and a Masters Degree in Nonprofit Administration from the University of Notre Dame.

 

Jared Rand – Vice President, Stratford Capital Group
jvr@stratfordcapitalgroup.com | 978.535.5600 x120
Mr. Rand is primarily involved with the analysis and underwriting of real estate investments. He has over 10 years of experience working in the affordable housing industry. Prior to joining Stratford Capital, he served as an asset manager and analyst working in a variety of business units including asset management, development risk management, and capital transactions at MMA Financial. He was responsible for overseeing a portfolio of multifamily investments and providing analytical support to deals in workout. Prior to joining MMA Financial, he worked in Morgan Stanley’s brokerage division. He received a Bachelor’s degree in Accounting from Northeastern University.

 

Matt Rayburn – Chief Real Estate Development Officer, IHCDA
mrayburn@ihcda.in.gov | 317.232.7777
Matt Rayburn is the Chief Real Estate Development Officer for the Indiana Housing and Community Development Authority (IHCDA).  In this position, he oversees the policies, processes and personnel of IHCDA’s Real Estate Department to ensure that resources are used in a manner that accomplishes agency priorities and complies with Federal and State regulations. This includes oversight of the Section 42 Low-income Housing Tax Credit, HOME, CDBG, NSP, and Indiana Affordable Housing and Community Development Fund programs.   In addition to these responsibilities, Mr. Rayburn is also the lead for IHCDA’s disaster response and recovery efforts and serves on inter-agency disaster recovery planning committees for the State.   He joined IHCDA in 2008 and previously served in roles as Deputy Director of Compliance and Asset Management, Compliance and Asset Manager, and Multi-Family Monitor.

 

Michael Recker – Senior AHP Compliance Analyst, Federal Home Loan Bank of Indianapolis
mrecker@fhlbi.com | 317.465.0362
Michael joined the Federal Home Loan Bank of Indianapolis (FHLBI) in November 2013 as a Senior AHP Compliance Analyst. In this role he works with the Affordable Housing Program (AHP) reviewing funding applications and disbursements, providing technical assistance, completing underwriting analysis, conducting compliance audits, and delivering program related trainings. Prior experience includes eight years at the Indiana Housing and Community Development Authority (IHCDA) where Michael served in a similar capacity working with the HOME Investment Partnerships Program, Community Development Block Grant (CDBG), Development Fund, Neighborhood Stabilization Program (NSP), and Neighborhood Assistance Program (NAP). Michael holds a bachelor’s degree in public administration with a concentration in management from Indiana University Indianapolis. Professional certifications include NDC Housing Development Finance Professional, Certified HOME Program Specialist, and Certified CDBG Grant Administrator. In 2014 Michael was selected as a participant in the FHLBI’s Emerging Leaders Program.

 

Melanie Reusze – Vice President of Property Management, RealAmerica Development LLC
melanie@realamericallc.com | 317.815.5929
Melanie has worked in the real estate industry since 1995.  She is an Indiana licensed Real Estate Principal Broker and has worked in various positions within the real estate industry including positions at the Indiana Housing and Community Development Authority and Ice Miller, LLP before joining RealAmerica in 2013.  Melanie holds a Bachelor of Science degree from Indiana University in Public Finance and holds several certifications associated with the Low-Income Housing Tax Credit, housing development, and property management.  She currently leads the Property Management Team at RealAmerica in all facets of managing market-rate and affordable rental housing, commercial real estate, and self-storage.

 

Dr. Erin Reynolds – Assistant Professor of Health Services, University of Southern Indiana
ereynolds@usi.edu | 812.465.1172
Dr. Reynolds came to USI after graduating from the University of Iowa in 2012 and teaching at the University of the Gambia and Gambia College during the spring semester of 2013 with the U.S. Peace Corps Response. Dr. Reynolds has done studies on epidemiology in both Africa and India. Since coming to USI, she has taught biostatistics, epidemiology, and other classes in Public Health and Health Promotion and Worksite Wellness.

 

Zach Rice – Legislative Affairs and Policy Director, IHCDA
zrice@ihcda.in.gov | 317.232.0624
Zachary Rice currently serves as the Legislative Affairs and Policy Director for the Indiana Housing and Community Development Authority (IHCDA). In this role, he works with executive staff to develop and communicate IHCDA’s short and long-term policy agenda while acting as the key liaison with state legislators, the Indiana delegation in the federal legislature, relevant offices within the state executive branch, as well as other key stakeholders and advocacy groups. Mr. Rice’s experience includes working for the Indiana Secretary of State, Auditor of State, Senate, the U.S. House of Representatives, and as the head of government affairs and regulatory compliance for a national trade association. Most recently, prior to joining IHCDA, he was a special assistant to the Dominican Secretary of State, business development and compliance advisor to Invest in the DR, and political strategist for the Joaquin Balaguer Political Training Institute in the Dominican Republic. Mr. Rice Holds a Masters in Public Affairs and Policy from Indiana University’s School of Public and Environmental Affairs, and a B.A. with a double major in Political Science and Philosophy from Indiana University.

 

Paul Scheper – CFO, Episcopal Retirement Homes
pscheper@erhinc.com | 513.272.5555 x4221
Paul graduated from Wheeling Jesuit University in 1975 with a BS in Accounting and completed the requirements for CPA designation in 1976. Paul worked for Deloitte & Touche for 5 years and Harpenau Hotels as Controller for 2 years before joining ERH in 1982. Paul provides strategic leadership and management for all accounting, financial analysis, financing and reimbursement processes of the organization, as well as human resources, organization development and information systems support. Paul has successfully completed several tax-exempt bond issues for Episcopal Retirement Homes’ Continuing Care Retirement Communities, as well as tax credit deals for Episcopal Retirement Homes’ Affordable Housing Communities. Paul has been active in his Church having served on the St. Agnes Parish Council and Finance Committee, and leadership for 2 capital campaigns. He currently is serving on the Diocese of Covington Board of Education. He has also been active in Leading Age and Linkage Committees.

 

Todd Sears – EVP Portfolio Management & Analysis, Herman & Kittle Properties, Inc.
tsears@hermankittle.com | 317.846.3111
Todd oversees HKP’s portfolio management and analysis function. He also serves as a member of the senior management team of HKP. Todd was previously the Executive Vice President of the Indianapolis Neighborhood Housing Partnership (INHP) in the early 2000s, served in state government at the Indiana Housing and Community Development Authority and the Indiana State Board of Tax Commissioners in the late 1990s, and started his career at Arthur Andersen LLP and First Chicago/NBD (now part of JPMorgan Chase & Co.) in the early 1990s. Todd holds a Bachelor of Science in Finance from the Honors Program of the Business School at Indiana University and a Masters in Economics from Indiana University (at I.U.P.U.I.). Todd serves on the board of the CFA Society of Indianapolis, the Affordable Housing Advisory Council of the Federal Home Loan Bank of Indianapolis, and the SAVI Advisory Board.

 

Ronda Shrewsbury Weybright – President and Owner, RealAmerica Development, LLC
ronda@realamericallc.com | 317.815.5929
Ronda has worked in the real estate industry since 1988 and founded RealAmerica in 1995.  She is a principal in all of the company-owned partnerships and oversees the senior management team and the strategic direction of each of the company’s divisions, including Development, Design, Construction, and Property Management.  She is a graduate of Indiana University School of Business with a BS in Finance/Real Estate and serves on the Boards of the Indiana Affordable Housing Council (IAHC), OneZone (formerly Fishers Chamber of Commerce), and Fairbanks Hospital. She is an active member of the Young Presidents’ Organization (YPO/WPO), holds an active Indiana Principal Brokers License and participates in numerous philanthropic activities in the community.

 

Mark Shublak – Partner, Ice Miller LLP
mark.shublak@icemiller.com | 317.236.5981
Mark I. Shublak, a partner in Ice Miller’s Public Affairs Group, has a multi-dimensional government relations practice that combines public policy advocacy with traditional legal skills. He represents clients in a wide range of matters before legislative and executive bodies at all levels of government. Mark’s legislative practice focuses on state and local lobbying, legislative monitoring, grassroots programming and political strategy. His practice spans across all industry sectors, including agriculture, appropriations, commerce, energy, environmental, taxes, technology, transportation and heavily regulated industries. His administrative and regulatory law practice focuses on administrative rules, campaign finance and election law compliance, enforcement matters, government contracts and procurement, licensing matters, and regulatory filings. Mark is dedicated to the ethical conduct of government relations. He is experienced in defending and maintaining the reputations of corporations, trade associations and public sector clients in relation to highly sensitive issues where the impact of politics, the media and the law could give rise to high-profile exposure. Prior to joining the Firm, Mark worked as a government relations consultant in another law firm setting. Earlier in his career, he served as an aide to the president pro tem of the Indiana Senate, to several state executive officeholders and to election campaigns. Mark earned his juris doctorate from Indiana University Robert H. McKinney School of Law. He is admitted to practice law in the state of Indiana and before the U.S. District Courts for the Northern and Southern Districts of Indiana.

 

Jacob Sipe – Executive Director, Indiana Housing and Community Development Authority (IHCDA)
jsipe@ihcda.in.gov | 317.233.1811
Jake Sipe originally joined the Indiana Housing and Community Development Authority in September 1999 and has been promoted to positions of increasing responsibility throughout his career with the agency. He was named Interim Executive Director effective July 28, 2012 and was appointed Executive Director effective January 14, 2013.  In his former position as head of the Real Estate Department, he was responsible for administering and the ongoing reporting for the State’s Section 42 Rental Housing Tax Credit Program, Federal programs such as HOME and CDBG, and State monies including Indiana’s Housing Development Fund.  His prior responsibilities with IHCDA also include managing the Community Development and Multi-Family Departments, respectively. Before joining IHCDA, Mr. Sipe was employed by the First National Bank of Cloverdale.  At the 2011 Indiana Statewide Conference on Housing and Community Economic Development, he was awarded the Michael Carroll Community Economic Development Leadership Award for his dedication to the advancement of affordable housing partnerships and production.  He is a graduate of Indiana University’s School of Public Environmental Affairs and currently serves on the advisory council for LISC Indianapolis and is a board member of the Community Investment Fund of Indiana, Inc. and Indiana Community Finance CDE.

 

Mark Siranovic – SVP Capital Markets, National Equity Fund, Inc.
marks@nefinc.org | 312.697.6173
Mark Siranovic brings his extensive experience in treasury management, financial analysis and accounting to his position of senior vice president, capital markets for National Equity Fund. Concentrating on raising LIHTC capital from new investors and continuing NEF’s annual multi-investor fund opportunities, Mark oversees NEF’s fund management team. Since joining NEF in 1994, Mark is credited with the creation of NEF’s secondary and guarantee transaction processes and implementing the fund financing structures for some of its largest investors.  Additionally, Mark worked on some of NEF’s syndicator takeovers, including responsibility for the integration of the Homestead transaction as well as a re-syndication of LP interests held by the FDIC. Past positions include senior budget analyst with British Telecom North America, treasurer of Saul Stone & Co. and accountant with Glass Ginsburg Ltd.

 

Phillip Stoffregen – EVP & COO, Pedcor Companies
pjstoffy@pedcor.net | 317.587.0320
Mr. Stoffregen has been involved in commercial and residential development and financing since 1984. He graduated in 1980 from Indiana University (BS-Business Finance) with departmental honors. In 1981 he received his MBA degree from Indiana University (Financial Economics). In 1984 he graduated with Honors from the Indiana University School of Law and joined Ice Miller Donadio and Ryan, Indianapolis, Indiana, as an associate, becoming a partner active in both the Real Estate and Municipal Finance Sections of the firm in 1991. His legal practice focused on taxable and tax-exempt financing for, and development of, single-family and multifamily housing. Mr. Stoffregen served in a bond counsel capacity to the Indiana Housing Finance Authority and other Indiana issuers for various housing related tax-exempt bond-financing programs. He represented numerous for-profit and not-for-profit multifamily housing developers, lenders and investors, primarily in the area of low income housing tax credit, financing and development issues. In 1992, Mr. Stoffregen withdrew from Ice Miller and joined Pedcor Investments, LLC as a Principal where he is directly responsible for apartment development, construction and financing activities. Pedcor Investments, LLC and its affiliates have developed in excess of 15,000 apartments since inception, most of which participate in the low income housing tax credit program. He is currently Executive Vice President and COO of Pedcor Investments, LLC. Mr. Stoffregen is a Director/Member of the Executive Committee/Executive Vice President of Fidelity Federal Bancorp which is the holding company for United Fidelity Bank, Evansville, Indiana and a Director/Executive Vice President of Pedcor Capital, LLC and Pedcor Financial, LLC, which are upper tier bank holding companies for International City Bank, Long Beach, California and United Fidelity Bank, respectively. Mr. Stoffregen and his partners in Pedcor Investments, LLC own and control such bank holding companies. In 2012, Mr. Stoffregen joined the Urban Land Institute (ULI), a nationally recognized organization in the fields of devlopment, land use and urban planning, where he is a member of the Affordable/Workforce Housing Council. Mr. Stoffregen has also served as a director of the Martin Luther King Community Development Corporation (1991 to 2000), and as a member of the board of directors for Coburn Place Safehaven, Inc., a not-for-profit operating transitional housing for victims of domestic violence (1996 to 2012).

 

Michael Sturges – President, The Sturges Company
michael@thesturgescompany.com | 614.761.0221
Mike has been working in the affordable multifamily housing industry since 1975. After earning his BA in Accounting from The Ohio State University he joined Haskins & Sells (later Deloitte & Touche) in their tax accounting practice.  As a licensed C.P.A., he specialized in real estate taxation, limited partnerships, structured equity syndications for affordable multifamily housing clients, working with numerous real estate developers.  While at Haskins & Sells, Mike attended Fisher School of Business at The Ohio State University to complete his MBA, specializing in real estate and finance where he wrote his thesis on “A Financial Analysis of Low Income Housing Tax Shelters”. In 1979 he helped found Cranston Securities Company as the CFO for Cranston, its FHA mortgage banking firm, its real estate development firm, and its property management firm.  He later took on additional responsibility and leadership structuring and closing tax-exempt bond issues, as well as heading up the equity syndication of the real estate developments. Hank Sturges, Mike’s brother, joined Cranston in 1982 where together they closed hundreds of tax-exempt bond issues for affordable multifamily housing projects. In 1985, Mike founded his own investment banking firm, The Sturges Company (TSC), dedicated to financing affordable multifamily housing with tax-exempt bonds.  As President of TSC, he has built a reputation as one of the longest running and most respected investment banks in the affordable housing industry.

 

John Sullivan – Vice President of Tax Credit Development, TWG Development, LLC
jsullivan@thewhitsettgroup.com | 317.264.1833
John Sullivan is the Vice President of Tax Credit Development for TWG Development, LLC. He oversees the affordable housing group of the company, responsible for developing and financing affordable housing properties throughout Indiana and the Midwest. John has been active in affordable housing development since 2006, serving in development and finance roles that spurred creation of over 5,000 units of ffordable housing. John graduated from the Indiana University Kelley School of Business in 2002 earning a B.S. degree with concentrations in Management and Legal Studies and in 2006 graduated from the Indiana University Kelley School of Business earning an M.B.A. degree with concentrations in Finance and Entrepreneurship. He is on the Board of Directors for Hamilton County Area Neighborhood Development and lives in Fishers, Indiana with his wife and four children.

 

Andrew Thompson – Property Tax Director, Ice Miller LLP
andrew.thompson@icemiller.com | 317.236.2196
Andrew Thompson, CMI is the Property Tax Director in Ice Miller LLP’s Tax Group. Andrew focuses his practice on real estate tax appeals, exemptions and incentives in Indiana and Ohio.  He primarily represents developers and owners of real estate, including retail, office, multi-family housing, hotels, manufacturing, and other commercial/industrial buildings in the Midwest.  Andrew represents clients informally with assessing officials and before county property tax assessment boards of appeal (PTABOAs). Andrew received his bachelor of arts in Economics, from Denison University, Granville, OH in 2004. Prior to joining the Firm, Andrew served as a tax manager at Simon Property Group handling all aspects of real property tax for the Midwest/Atlantic regions and as a property tax consultant for Crowe Horwath and DuCharme, McMillen, & Associates. Andrew is a member of the Institute for Professionals in Taxation and holds the Certified Member of the Institute Designation (CMI).  He also is a member of the International Association of Assessing Officials (IAAO), holds the Indiana Certified Level III Assessor Appraiser Designation, and is an Indiana Certified Tax Representative.   Andrew Thompson is not licensed to practice law in any state, and does not provide legal services.

 

Robert Vogt – Principal and Partner, Vogt Santer Insights, Ltd.
robv@vsinsights.com | 614.884.4180
Robert Vogt is a principal and partner with the real estate market analyst firm of Vogt Santer Insights, a firm specializing in providing real estate market feasibility studies and project consulting located in Columbus, Ohio. Mr. Vogt has conducted market feasibility studies for the past 30 years. In this time, he has conducted, written and reviewed over 7,000 market analyses for market-rate and affordable Tax Credit apartments, as well as studies for single-family, condominiums, golf course/residential developments, office, retail, and elderly housing throughout the U.S. Mr. Vogt is a founding member of the National Council of Housing Market Analysts, an association formed to bring standards and professional practices to real estate market feasibility. He is a past chairman of this association. Mr. Vogt is a member of the Columbus Board of Commission Appeals and a member of the Urban Land Insitute. Mr. Vogt has a degree in Finance, Real Estate, and Urban Land Economics from The Ohio State University.

 

Jeffrey Whiting – President & Chief Executive Officer, City Real Estate Advisors, Inc.
jwhiting@cityrealestateadvisors.com | 317.634.4400
Jeffrey A. Whiting, has been active in the area of affordable housing finance since 1989. In 2001 he joined City Securities Corporation and formed CREA. He is responsible for the management of the activities of all of CREA. Mr. Whiting reports to the Board of Directors of City Financial Corporation and is responsible for the oversight and the direction of CREA. Mr. Whiting also sits on the City Financial Corporation Executive Steering Committee and Diversity Committee. Mr. Whiting is the chief architect of the growth of CREA and is responsible for the expansion of the Company. Under Mr. Whiting’s supervision, CREA has grown from 1 employee to 70 and now accounts for 50% of the parent company’s revenue and profit. He has lead CREA to one of the top ten syndication company’s in the country. Mr. Whiting is well versed in local decisions regarding affordable housing and the need for affordable housing in America. Mr. Whiting is a frequent speaker at national conferences, the author of numerous op-ed pieces, and is very active in the preservation and improvement of the low income housing tax credit and affordable housing in the United States.    Mr. Whiting lives in Indianapolis with his wife of 28 years and four children. His memberships include The Affordable Housing Tax Credit Coalition (Current Chairman) a Washington DC based trade association, The National Housing and Rehabilitation Association (Board Member since 2011), The Urban Land Institute Affordable / Workforce Housing Council (2014), and The Indiana Affordable Housing Council (Founding Member).

 

Ellen Wilde – Principal, Dauby O’Connor and Zaleski, LLC
ewilde@doz.net | 317.819.6112
Ellen has specialized in the real estate industry since 2004. During that time, she has prepared and/or reviewed tax returns for limited liability companies, partnerships, corporations, and not-for-profit entities owning various real estate developments. Ellen is very experienced with partnership tax returns that adhere to Rental Real Estate and LIHTC. In addition to the annual tax compliance work on LIHTC properties, Ellen is also involved with the 10% cost certifications required for carryover allocations. Ellen’s portfolio of clients includes approximately 400 tax return engagements, which have filing requirements in over 20 states. These engagements include IRC Section 42 credits, real estate ventures and developments, corporate, and not-for-profit returns. Ellen’s duties include assisting the members in all functions of the tax return and cost certification engagement. She is responsible for ensuring that accurate returns and cost certifications are prepared in-line with client and investor projections, and that all compliance deadlines are met. She assists her clients in many aspects of analyzing and resolving Low Income Housing Tax Credit compliance issues, such as recapture computations, first year credit analysis, 8823 compliance issues, and 15 year credit calculations. Ellen provides a resource for the client concerning acquisition and rehabilitation strategies and tax treatment of various transactions.

 

David Womer – Member, First American Title Insurance Company
dwomer@firstam.com | 317.616.7332
David Womer has more than 39 years of experience in the title industry and was the third employee of First American Title’s Indiana operation. His expertise ranges from searching, examining, management and currently a national role in underwriting focusing primarily on the commercial segment. As Senior National Counsel for the Indiana National Commercial Services division of First American Title, he reviews title and survey documents while advising clients and employees on underwriting matters. As former President of the Indiana Land Title Association, Mr. Womer has served in many different capacities in the title and real estate industries, including a 16-year stint, in various capacities, on the Noblesville Planning Commission and most recently a member of the executive committee of the Real Estate/Land Use Section of the Indianapolis Bar Association. He attended Butler University for his undergraduate degree and received his J.D. from Indiana University Robert H. McKinney School of Law.

 

MaryBeth Wott – First Vice President Community Investment Officer, Federal Home Loan Bank of Indianapolis
mwott@fhlbi.com | 317.465.0368
As the FHLBI’s Community Investment Officer, MaryBeth manages the community investment department, which is responsible for administering the affordable housing and community investment grant or lending programs. She works closely with the FHLBI’s Affordable Housing Advisory Council to develop the Implementation Plan and other policies to meet the community economic development needs of the district. MaryBeth joined the Federal Home Loan Bank of Indianapolis in 1986, beginning her career as a bank examiner. She also served the credit department as a credit analyst and as the advances manager. MaryBeth had been serving as a collateral manager and was responsible for developing the FHLBI’s credit policy, and coordinating the processing of all assets pledged as collateral to the FHLBI before she became the Community Investment Officer in 2007. She currently serves as Board Treasurer for the Coalition for Homelessness Intervention and Prevention (CHIP) and as an At Large Director for the Indiana Balance of State Continuum of Care Board. MaryBeth holds a bachelor’s degree in management from Purdue University and an MBA from Butler University.

 

Todd Young – U.S. House of Representatives, Congressman, Indiana 9th Congressional District
toddyoung.house.gov | 202.225.5315
Congressman Todd Young has spent much of his adult life in service to our country.  After graduating from high school, he enlisted in the Navy and attended the U.S. Naval Academy in Annapolis.  Upon graduation, he took a commission in the Marine Corps, where he served for another five years.  After earning his MBA in Economics from the University of Chicago, he moved to Washington, D.C. and worked on Capitol Hill as a legislative assistant in the U.S. Senate.  In 2003, he returned to Indiana to work as a management consultant and began pursuing his law degree at Indiana University.  While in law school, he met his wife, Jenny.  Shortly after earning his degree, they got married and went to work at the family law firm started by her grandfather in Paoli.  They still live in Bloomington today, with their four children. In 2010, Todd Young was elected to the U.S. House of Representatives.   As a member of the House Budget Committee in his first term, he worked closely with Chairman Paul Ryan on federal spending issues.  Now in his second term, he is a member of the powerful House Ways and Means Committee, which has jurisdiction over the tax code; social insurance programs like Social Security and Medicare; and federal trade policy, among other issues.