Smith’s Affordable Housing Finance Conference
March 18-19, 2025, Hyatt Regency Huntington Beach, Huntington Beach, California
Smith's Affordable Housing Conference starts at the doorstep of single-family and multifamily homes on Main Street.
Since 1992, Smith’s Research & Gradings has been covering the U.S. affordable housing market.
Smith’s Affordable Housing Finance Conference starts at the doorstep of single family and multi-family homes on Main Street and extends to everyone on Wall Street and lenders at mutual funds, hedge funds, insurance companies and commercial banks.
If it’s important to you, it’s a focus of Smith’s Affordable Housing Finance Conference.
Time and Place
March 18-19, 2025, Hyatt Regency Huntington Beach, Huntington Beach, California
Agenda
Tuesday, March 18, 2025 7:30 am Conference Registration Continental breakfast 8:30 am Welcome Terence Smith, Chairman & CEO – Smith's Research & Gradings 9:00 am Affordable Housing Outlook 2025 Panelists will lay out the themes and national trends in the affordable housing sector for 2025. The discussion will include key credit factors such as technical supply and demand, the strength of housing finance agency balance sheets, and the ongoing efforts in tackling the affordable housing crisis. Moderator: Mike Koessel, Director — BofA Securities Panelists:
- Thomas Bryan, Executive Director and CEO — Colorado Housing and Finance Authority
- Rachael McDonald, Associate Managing Director — Moody's Ratings
- Shannon Harner, Executive Director — Nebraska Investment Finance Authority
- Cindy Harris, Chief Financial Officer — Iowa Finance Authority
- Susan Jun, Managing Director — Raymond James
- Daniel Pulter, Director and Lead Analyst — S&P Global Ratings
- Matt Page, Member — Mintz
- Kevin Murphy, Partner — Hawkins Delafield & Wood
- Gloria Boyd, Executive Director — JP Morgan
- Ellen Duffy, Executive VP for Debt Issuance and Finance — NYC Housing Development Corporation
- Christopher Donald, Executive Director/CEO — DC Housing Finance Agency (Invited)
- Damon Burns, CEO — Finance New Orleans
- Ryan Henry, CFA, Municipal Strategist — FHN Financial
- Erik Schleicher, CFA, SVP, Portfolio Manager — Baird Asset Management
- Bryan Laing, CFA, Executive Director — JP Morgan Asset Management
- Justin Ferrera, CFA, Municipal Credit Analyst — Vanguard
- Chuck Karimbakas, Managing Director — cfX
- Ben Barker, Financial Advisor — California Municipal Finance Authority
- Anthony Stubbs, Financial Advisor — California Municipal Finance Authority
- Caleb Roupe, CEO and President — The Pacific Companies (Invited)
- Matt Avital, Founder and Principal — Ascenda Capital (Invited)
- Sean Gulian, Director of Acquisitions & Dispositions — Nuveen (Invited)
- Chris Foulger, President — Home Fed Corporation (Invited)
- Mark Schmidt, CFA, Head of Municipal Strategy — Morgan Stanley
- Scott Fletcher, Director of Bond Finance — Texas Dept. of Housing and Community Affairs
- Aulii Taitano, Executive Director — Morgan Stanley
- Jason Tejada, Executive Director, Co-Head of Municipal Syndicate — Morgan Stanley
- Ryan Henry, CFA, Municipal Strategist — FHN Financial
- Chris Ware, CFA, Research Analyst — New England Asset Management
- Allen Li, CFA, Managing Director — Guggenheim Investments
- Kevin O'Brien, CFA, VP, Portfolio Manager — Sit Investment Associates
- Karen Fitzgerald, Senior Director, Community Development & Social Lending — Fitch Ratings
- Valerie D. White, Senior Executive Director — LISC NY
Register Info
Registration Fees
$1,450 per person Standard Rate: (Broker/Dealer & Underwriting Firms, Sell-Side Firms, Commercial Banks, Financial Advisors, Attorneys, Credit Enhancers, Corporate Trust, Rating Agencies) $750 per person Investor Rate: (Mutual Funds, ETFs, Hedge Funds, Asset Managers, Portfolio Managers) $450 per person Issuer/Governmental Rate Registration fee includes course materials, breakfast, lunch, and breaks during the conference. Payment by credit card, company check or personal check is required prior to the event.Group Discounts
Groups of 3 or more Standard Rate — $1,305 per person. Groups of 3 or more Investors — $675 per person. Groups of 3 or more Issuer/Governmental Rate — $405 per person.Cancellations
Cancellations are subject to a $100 service fee. Cancellations will be accepted up to 30 days prior to the Conference in order to receive a refund. Cancellations after the 30 day cut-off will receive a registration credit toward a future Smith’s conference program. Credits will be issued at the paid registration rate and will be valid for 12 months. Registration credit requests must be received by the last day of the conference.Substitutions
Substitutions from your company will be accepted any time prior to the conference.Program Cancellation
In the event that Smith's Research & Gradings cancels a scheduled program, all registrants will be notified in writing via email. Registration fees will be refunded. In the event that the scheduled program is canceled, Smith's Research & Gradings cannot be held liable for non-refundable transportation costs. In the case of inclement weather, or acts of God, if the scheduled program takes place, the registration fee is not refundable.Complaint Resolution
Address any complaints to Pamela Kilbourn, Smith's Research & Gradings, P.O. Box 1195, Great Falls, VA 22066; email to [email protected] or phone (571) 299-4954. Complaints will be handled in as timely a manner as possible.Privacy Policy & Records Retention
Smith's Research & Gradings values your privacy. Smith's retains information submitted during the registration process with regard to your name, company and contact information. We will never willfully sell, lease, or rent any of your personally identifiable information to any third party As a Smith's Conference attendee, you will receive a complimentary edition of Smith's Research & Gradings — the leading independent source for credit opinions.Registration
Dress Code: Business Casual
Register by Phone: (571) 299-4954; Email: [email protected] ; Online: Smith's Store Mail: TMS Holdings, Inc., P.O. Box 1195, Great Falls, VA 22066Payment
Payment is required prior to the conference. We accept company or personal checks; MC, Visa, American Express and Discover credit cards or, via PayPal using all major credit or debit cards. To pay by check, please contact us via email: [email protected] or by phone.Venue
Hyatt Regency Huntington Beach
21500 Pacific Coast Highway
Huntington Beach, CA 92648
A block of rooms is being held for Smith's Research & Gradings at a rate of $379 per night (plus a reduced daily resort fee of $20/day) until Monday, February 24, 2025.
Please make your reservations soon by following this link: Reservations .
Note: When booking reservations, the room price includes the $20 Resort Fee.
Meet our sponsors
Smith’s Affordable Housing Finance Conference starts at the doorstep of single family and multi-family homes on Main Street and extends to everyone on Wall Street and lenders at mutual funds, hedge funds, insurance companies and commercial banks.
If it’s important to you, it’s a focus of Smith’s Affordable Housing Finance Conference.
Gold Sponsors
Silver Sponsors
Bronze Sponsors
Luncheon Sponsor
Dinner Co-Sponsors
Cocktail Sponsor
WiFi Sponsor
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