2010 Markets Forum

Brochure

Download the Real Estate and Renewable Energy Markets Forum brochure.

Registration

Venue

Loews Atlanta Hotel
1065 Peachtree St.
Atlanta, Georgia

The conference will take place at the brand new Loews Hotel in Atlanta, Ga, one of the most cosmopolitan cities in the South and the hub of business throughout the Southeast. Located on Peachtree Road, this luxury hotel provides easy access to trendy restaurants, nightlife and key city attractions, such as the Georgia Aquarium and the World of Coca Cola.

To guarantee the group rate of $139 per night, reservations must be made before Friday, July 30th (or until the room block has been filled) by calling the hotel at 404.745.5000 or 888.563.9736. Be sure to mention the Reznick Group Event, program Res ID online: REZ823. Our event usually sells out, so don't wait to make your reservation. http://www.loewshotels.com

Contact

For more information contact:

Katelyn Stewart
Marketing Specialist
Reznick Group
7501 Wisconsin Avenue, Suite 400E
Bethesda, Maryland 20814-6583
Tel: 301.280.7976 Fax: 301.280.7977
katelyn.stewart@reznickgroup.com

CPE Accreditation

Our conference offers CPE credits. A confirmation certificate will be sent to all eligible participants following the conference (for CPAs only).

Reznick Group, P.C.is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Telephone: 615.880.4200. Web site: www.nasba.org

Speakers

Brian Adam is responsible for investment in renewable energy projects at SunTrust Leasing Corp.

Chris Ahrenkiel is involved in acquisitions, dispositions and development with Tishman Speyer.

Ken Baggett serves as Reznick Group’s Managing Principal and CEO where he has successfully steered the firm to its current top 20 ranking among CPA firms in the US.

Kenneth Blankenship, Prestwick Development Company

Gardner Boulmay is a Vice President for Quanta Capital Solutions, Inc. and evaluates opportunities to make direct investments in customer−sponsored projects.

Katy Breazeale is a Principal in Reznick Group’s Real Estate Consulting Group with 14 years of accounting experience.

Kells Carroll is a Vice President & Relationship Manager in Wells Fargo’s Community Lending & Investments group.

Anton Cohen is a Reznick Group audit principal and member of the National Renewable Energy Practice leadership team.

Chris Diaz is a Sr VP for Seminole Financial Services, a full-service investment management / financial services organization.

Alan Dash is a Senior VP at Starwood Energy Group Global, LLC where he focuses on power and transmission assets, primarily renewable energy.

Ken Doble brings over 19 years of real estate operations experience to QR Capital.

James F. Duffy is a partner in the national law firm, Nixon Peabody LLP, based in the firm’s Boston office.

Doug Eidson, Eidson Group LLC, has been involved in commercial real estate in Atlanta since 1989 and has extensive experience in major markets across the country.

Matt Ferguson is the National Renewable Energy Services Practice leader at Reznick Group with 16 years of industry experience.

Scott Fireison is resident in the Washington, D.C. office of Pepper Hamilton llp and Co-Chair of the Firm’s Affordable Housing and Community Development Practice Group.

Peter K. Floyd concentrates his practice in finance and other transactions for governmental and private clients, including public gas, power and other utilities.

Jeff Fuqua is president of The Sembler Company in 2008.

David Gasson is VP and Director of Corporate Communications at Boston Capital Corporation.

Keith Gloeckl, Q10 | Churchill Financial LLC

Jonathan Gross is a principal in Reznick Group’s Charlotte office and leads the Charlotte Real Estate Advisory Group.

Brian C. Harms, is a partner with Troutman Sanders LLP and is the deputy Practice Group Leader of the Project Development and Finance practice group.

Michael D. Haun represents clients in all aspects of tax issues surrounding business law at Paul, Hastings, Janofsky & Walker, LLP.

Bill Hosken is the Budget and Policy Manager for the City of Atlanta’s Division of Sustainability.

Wes Hudson is the Co-Managing Principal of Reznick Group’s Atlanta office where he is the audit practice leader.

Gregory Jenner is a partner in the Tax practice group at Stoel Rives with a focus on renewable energy projects planning.

Jim Jacoby, Jacoby Development

Tim Kemper is the Co-Managing Principal of Reznick Group’s Atlanta office and leads Atlanta’s Real Estate Consulting Practice.

Aaron Kowan handles and oversees all transactional tax matters for the law firm of Taylor English Duma LLP.

Wendy Langlais-Tillery is a tax principal in Reznick Group’s Atlanta office with over 14 years of public accounting experience.

Brian Langmeyer is a Vice President, Development at Ohio Capital Corporation for Housing where he consults with non-profit and for-profit developers to assist them in all aspects of structuring and underwriting financing for affordable housing developments.

David Loeffel, Walton Communities

Audrey C. Louison is a partner at Hunton & Williams LLP whose practice focuses on energy project finance, sales and acquisitions, and investment.

John Lustgarten is Managing Director of Reznick Capital Markets.

Mandy Mahoney, City of Atlanta

Hampton Mallis is a Reznick Group principal in the firm’s Atlanta Tax Practice with over 14 years in public accounting.

John May, Managing Director, SternBrothers & Co.

Lenny Meltz, Easlan Capital of Atlanta

Michael Mendelsohn, National Renewable Energy Laboratory

Gregg Metcalf focuses on development and corporate services at Jones Lang LaSalle Americas.

Toni Meyer-Walker, TriMont Real Estate Advisors, Inc.

Forrest Milder, Nixon Peabody

Nathan Mize is a Senior Manager in Reznick Group’s Atlanta office, where he manages the delivery of real estate transaction consulting services.

Raoul Moore is a senior vice president for Enterprise Community Investment, Inc.'s Tax Credit Syndication.

Bob Moss, Boston Capital, has 23 years of affordable multifamily housing experience including debt financing and tax credit applications.

Beth Mullen provides consulting, tax, and accounting services as Reznick Group’s Sacramento Co-Managing Principal.

Julie Newland is a principal at Reznick Group’s Atlanta office with 10 years of accounting and auditing experience.

Greg O’Brien, Sustainable Options

Chip Olsen is Senior Managing Director of CB Richard Ellis’s Atlanta Brokerage Services.

Lee J. Peterson, Esq., is a licensed attorney and Senior Manager for Reznick Group’s National Tax Practice.

Tyrone Rachal is the Senior Development Manager of Tax Allocation Districts at The Atlanta Development Authority.

Jim Rauschenberger is a partner at Arnall Golden Gregory LLP, and Chairperson of the Community Development Practice Group.

David Reznick is the co-founder and Chairman of the Board of Reznick Group, P.C.

Michael Riley, Martin Riley & Associates

Wayne Robertson, Energy Ace

Gary Robinson is a Raymond James Tax Credit Funds, Inc. partner and Chairperson of the Housing Finance Practice Group.

Jason Rooks, Clean Energy Strategies, LLC

Linda Rowland is a Senior Manager in Reznick Group's Tax Practice with over twelve years in public accounting.

Dale Royal serves as Program Manager at the Atlanta Development Authority and is responsible for attracting private investment to distressed neighborhoods.

Chris Ruppel, Execution Noble

Scott Shuman is a partner in the Commercial Real Estate Practice Group at Arnall Golden Gregory LLP.

Brent Solomon is the principal in charge of Reznick Group’s Valuation and Transaction Advisory Group.

Caryl Smith, Hunton & Williams

Philip Spector is a tax partner in Troutman Sanders’ New York office with a focus on domestic and cross-border equipment and facility financing.

Rob Sternthal is president of Reznick Capital Markets.

Michael Streams, Jr., Perpetual Energy Systems, LLC

Monica Sussman, Nixon Peabody

Michael Tabb leads Red Rock Global's Advisory and Transaction Services providing corporations, institutional real estate owners and government agencies a broad range of real estate services.

Ben Taube, Southeast Energy Efficiency Alliance

Darren Van’t Hof is Director of Renewable Energy Investments for US Bank, a wholly-owned subsidiary of U.S. Bancorp.

Brett Weal is a Senior Manager in the Reznick Group’s Real Estate Consulting and Energy Services practices and is based out of the Atlanta, Georgia office.

Walter West is the Executive Vice President of Electric Cities of Georgia, Inc. (ECG), a joint-trade organization that provides strategic and technical services to cities across the state of Georgia.

Wyman Winston, Atlanta Development Authority, is a veteran public finance administrator with over 30 years experience in government, nonprofit and community economic development.

Dan Worrall is a Senior Manager in the Audit and Accounting Department of Reznick Group.

Will Yowell is a Vice Chairman with CB Richard Ellis' Capital Markets Institutional Group and leads the Atlanta Office Properties Capital Markets team.

Conference Overview

Reznick Group is pleased to announce our 9th Annual Conference: Real Estate and Renewable Energy Markets Forum, August 24-25th, 2010 in Atlanta, GA.

An outstanding group of industry leaders will present and discuss in depth the critical challenges and opportunities facing today’s real estate and renewable energy markets. Hear a state of the markets overview (including capital markets and legislative updates) and in-depth discussions in three key areas: affordable housing, commercial real estate and renewable energy.

This Forum offers a unique setting for industry professionals to meet, network and discover vital new information and strategies for rapidly changing real estate and renewable energy industries. As always, the goal is to share critical industry insights that provide value for investors, developers, real estate owners, independent power producers, mortgage originators and service providers, contractors, community and local government officials and others.

Choose from either the real estate track or the renewable energy track.

AGENDA: August 24, 2010

8:00 – 9:00	Registration and Breakfast
9:00 – 9:05	Welcoming Remarks and Conference Overview
9:05 – 9:45	Capital Markets Panel
9:45 – 10:00	Networking Break
10:00 – 5:00	Conference Tracks - Choose one of two in-depth concurrent sessions: Conference Track 1: Renewable Energy and Green Building Conference Track 2: Affordable Housing, Commercial Real Estate, NMTC, HUD and Multifamily Markets

Conference Track 1: Renewable Energy and Green Building

10:00 – 10:45
Policy Affecting Renewable
Explores various opportunities for renewable energy projects through federal, state and local policies and programs. Hear expert perspectives on renewable energy potential in Southeast and various policy issues affecting the future of renewable energy.

10:45 – 11:30
Overview of Tax and Federal Stimulus Incentives
An overview of the various incentives available for renewable energy projects, including tax credits, Section 1603 grants, Department of Energy loan guarantee programs, bond financing and other programs.

11:30 – 12:15
Structured Finance – Overview
Join a discussion in finance and structuring green energy projects to learn about various finance structures used in renewable energy industry.

12:15 – 1:30
Networking Lunch

1:30 – 2:30
Capital Markets - Debt
This session features industry leaders providing an in-depth discussion of the lending and bond markets’ past, present, and future opportunities for businesses in today’s economic environment.

2:30 – 2:45
Break

2:45 – 4:00
Capital Markets – Equity
This session features industry leaders providing an in-depth analysis of the current equity market opportunities for business in today’s economic environment.

4:00 – 5:00
How To Close a Renewable Transaction
Learn how to close a renewable energy transaction from the perspectives of the various parties involved, including developers, investors, lenders, attorneys, and tax counsel.

Conference Track 2: Affordable Housing, Commercial Real Estate, NMTC, HUD and Multifamily Markets

10:00 – 10:45
Current Update Commercial Real Estate Markets

10:45 – 11:30
What is Happening in the World of Multifamily Properties?

11:30 – 12:15
Legal and Accounting Update Panel

12:15 – 1:30
Networking Lunch

1:30 – 2:30
The State of the Affordable Housing – Syndicators Update

2:30 – 2:45
Break

2:45 – 4:00
Today's TCAP and Exchange Program
With the Extenders Bill still looming for closure and extension of the 1602 and TCAP program, developers are anxious to look forward for 2010 deals. Our panelists have closed deals using 1602 Exchange Funds and TCAP. Find out the challenges and benefits of this program.

4:00 – 5:00
Recent Development Projects in Atlanta: Case Study
After years of focusing Atlanta redevelopment north of Interstate 20, the city's south side is about to get its turn. Join us for a discussion on the latest projects happening.

5:00 – 8:00
Networking Event

AGENDA: August 25, 2010

8:00 – 9:00 Breakfast

Conference Track 1: Renewable Energy and Green Building
9:00 – 10:00
New Construction
Focusing on incentives and programs for capital expenditures, this session will ad dress new construction and developments that are sustainable and energy efficient. Topics will include design, requirements under existing housing and other programs, and incentives such as tax credits and loan programs.

10:00 – 10:15
Networking Break

10:15 – 11:30
Existing Buildings/Retrofits
This session will focus on incentives and programs for operating expenditures such as maintenance, repair, rehabilitation and retrofitting existing buildings. Topics will include energy audits, utility allowances and techniques to lower energy costs on the operations side.

Conference Track 2: Affordable Housing, Commercial Real Estate, NMTC, HUD and Multifamily Markets

9:00 – 10:00
NMTC and Mixed-Use Structures
With the restrictions on TADS, many projects experience a financing gap. NMTC and mixed-use structures offer a workable solution to the problem. Practitioners in the field of New Markets Tax Credits discuss the advantages and framework for designing these types of financial structures.

10:00 – 10:15
Networking Break

10:15 – 11:30
HUD Financing
This session will address issues and opportunities related to HUD financed deals including, how deals are getting done in today’s market, what are the advantages and pitfalls of HUD financed deals, how a developer begins the process with HUD and what is the expected time frame for a HUD financed project.

Conclusion