Events New Markets Tax Credit

NTCIC’s Face Book for June New Markets Tax Credit Conference

Written By: NTCIC

Novogradac & Company is scheduled to host their New Markets Tax Credit (NMTC) Spring Conference in Washington, DC from June 6-8 where NTCIC will be attending and supporting as a sponsor. The conference will bring NMTC investors, developers, and advocates together to network and discuss ways to support the NMTC at the local, regional and national levels.

Over the course of three days, NTCIC will be engaged in multiple conference sessions and activities. Conference attendees are invited to meet NTCIC team members:

Merrill Hoopengardner at the Women in Tax Credits breakfast and the Inside the Beltway panel, both on Thursday, June 7.

At the networking breakfast, all conference attendees are invited to spend time getting to know women executives in the tax credit community and join round table discussions about establishing successful business relationships, career paths and more.

At the conference’s opening panel, Merrill will be one of five executives participating. The interactive discussion will provide an update on the industry post tax reform. Merrill will contribute insight on how NTCIC is addressing the effect of lower corporate tax rates, what the NMTC Extension Act means, and how Opportunity Zones will impact the future of economic development.

As President of NTCIC, Merrill directs fundraising and acquisitions opportunities, develops and implements overall strategy and new lines of business for the company and coordinates governing board/staff relations.

Michael Dubansky at NTCIC’s exhibit booth and throughout the conference. As Acquisitions Manager, Michael is the first point of contact for prospective deals. He is responsible for origination, underwriting, negotiating, and closing NTCIC’s federal/state Historic Tax Credit (HTC) and NMTC investments. Before rejoining the company in 2010, Michael worked for NTCIC for 2 years as an acquisitions analyst. Michael also has nearly 3 years of experience as a senior associate with CohnReznick, a national accounting firm widely recognized by the tax credit industry for its expertise in tax credit transactions and over 3 years as a senior acquisitions analyst with a private equity real estate investment company for which Michael sourced, underwrote, and helped structure acquisitions in excess of $400 million. Michael has a Bachelor of Arts in Finance from Towson University.

Laura Burns at the NMTC 201-level Compliance workshop on Wednesday, June 6. Laura performs and oversees certain NMTC program and compliance duties including data collection and analytics for NTCIC’s portfolio of projects, including economic impact and Community Reinvestment Act information. Prior to joining NTCIC, Laura spent 10 years in the banking industry. Most recently she served as a Senior Credit Analyst for Wells Fargo. Laura became interested in the NMTC and HTC programs while earning her Master of Real Estate Development degree from the University of Maryland. Laura also holds a Bachelor of Science in Sociology from Virginia Tech.

Bret Mosher
at the Opportunity Zones workshop on Wednesday, June 6. As Vice President of Asset Management, Bret is responsible for the supervision of the asset management functions for NTCIC’s NMTC, HTC, and solar ITC portfolios including all post-closing disbursements based on the projects meeting the conditions precedent prior to the investors funding of the capital calls. He also manages and maintains an asset management database system which is used for compliance and project-level reporting for NMTC, HTC, and solar ITC investments. Bret has over 24 years of experience in commercial real estate appraisal, underwriting, financing, asset management, and acquisition/due diligence. Prior to joining NTCIC, Bret spent three years as an investment and acquisition manager at a private equity real estate investment company and was primarily responsible for underwriting potential deals, evaluating risks, and financial analysis. Bret also has five years of experience as a senior asset manager at Fannie Mae and managed a primarily residential portfolio of 35 assets with a total asset value of $1.1 billion. He provided direct asset management and fund oversight for joint venture market rate equity, mezzanine debt, and historic tax credit/mezzanine equity for acquisition/rehab and new development deals. Bret has a MBA in International Finance from Loyola College and Bachelor of Business Administration in Finance from The College of William and Mary.

Mandi Solomon at the Women in Tax Credits breakfast on Thursday, June 7. Mandi will also be at NTCIC’s exhibit booth and throughout the conference. As Financial Analyst, Mandi assists both the Acquisitions and Project Managers with the due diligence, underwriting and closing process for historic tax credit, new markets tax credit, and private equity investments. Prior to joining NTCIC, Mandi worked for a nonprofit affordable housing developer working on adaptive reuse projects with low income housing and historic preservation tax credits. Mandi has a BA in Historic Preservation from the University of Mary Washington and a Dual Masters Degree in Historic Preservation and Community Planning from the University of Maryland.

Learn more about and contact NTCIC’s team

Learn more about Novogradac’s Conference and agenda

Images by Melani Hom | NTCIC