AGENDA

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DAY 1 – Wednesday, November 5, 2025

8:45 a.m. – 4:00 p.m. BAYVIEW ROOM

CCAH Board Retreat and Meeting (Board Members Only)

5:30 p.m. – 7:30 p.m. PARADISE TERRACE

Early Conference Check-In Opens – Pick up your badge during our welcome reception

Welcome Reception & Cocktail Party – Hosted by PGIM Real Estate and NorCal WAHN

7:00 p.m. – 8:30 p.m. DOUBLE EXECUTIVE SUITE

CCAH PAC Fundraiser

Spend an evening with California’s policy leaders: Lieutenant Governor Eleni Kounalakis, Assemblymember Chris Ward, and Assemblymember David Alvarez, while supporting the CCAH PAC.

This exclusive, ticketed event is limited to 25 attendees. RSVP and select your sponsorship level in advance to secure your spot. Join us for meaningful conversation, advocacy engagement, and networking with key policymakers.

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Day 2 – Thursday, November 6, 2025

7:30 a.m. – 5:00 p.m. BAYVIEW/SUNSET FOYER – Registration

7:30 a.m. – 9:15 a.m. PARADISE TERRACE – Breakfast Buffet

MORNING GENERAL SESSIONS – SUNSET BALLROOM

8:40 a.m. – 8:50a.m.

Welcome & Introductions

8:50 a.m. – 9:15 a.m.

KEYNOTE SPEAKER – Eleni Kounalakis

9:25 a.m. -10:20 a.m.

SESSION 1: Governmental Regulation and Production Updates

Moderator: Jenna Abbott, Executive Director CCAH

Speakers: Tony Sertich, Executive Director, CalHFA; Marina Wiant, Executive Director, CDTAC/CDLAC

Our panelists are the leaders of our most active state agency financing partners. Attendees and panelists will engage in an interactive discussion on policy and programs, funding availability and upcoming application and NOFA calendars. We will also explore opportunities that may exist for our industry and our partner agencies to work more effectively and efficiently together.

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10:20 a.m. -10:30 a.m. – Sponsor Networking & Coffee Break

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10:30 a.m. – 10:40 a.m.

SPECIAL ADDRESS – Fiona Ma

10:45 a.m. – 11:30 a.m.

SESSION 2: Advanced Planning Strategies for Liquidations Events within LIHTC Partnerships

Moderator: Geoff Brown, President & CEO, USA Properties Fund

Speakers: Peter Barker, President, Barker Management; Christian Dubois, Partner, Cox, Castle, & Nicholson; Lindsey Duong, Director – Portfolio Dispositions, WNC; Timothy Flint  Vice Chairman, CBRE; Colin Miller, Senior VP Real Estate, San Diego Housing Commission

Please join this panel of industry veterans in an interactive discussion covering a range of exit and repositioning options developers have for their LIHTC properties. Whether a project is within the tax credit compliance period or has reached Year 15, strategies discussed will include selling or monetizing GP interests, recapitalization with new tax credits, refinancing with conventional or agency debt, subordinating or paying off existing soft debt, buying out limited partners and sales to third-party buyers.

11:35 a.m. – 12:30 p.m.

SESSION 3: One Big Beautiful Shift: Navigating the LIHTC Market After the 25% Test

Moderator: Seth Sterneck, Managing Director, CRP Affordable Housing

Speakers: Cory Bannister, Managing Director, R4 Capital; Jessica Captanis, Vice President – Originations, WNC; Roy Faeber, Senior Vice President – Equity Production, Boston Financial; Michael Gaber, Senior Vice President, PNC; Sebastian Glowacki, Senior Vice President, US Bank

The passage of the OBBBA included lowering of the 50% test to 25% which will result in the largest expansion of the LIHTC program since its inception in 1986. The 25% test will significantly increase the production of affordable housing in volume cap constrained states like CA. Come hear from the more active syndicators and investors in CA on how economic conditions are impacting investing decisions, specifically the additional supply of investment opportunities given the passage of the 25% test. The panel will address market trends, LIHTC investor appetite and pricing in the context of recent tax legislation, strained gap financing resources, tariffs, and other macro-economic factors.

12:30 p.m. – 1:40 p.m. PARADISE TERRACE – Lunch

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OPTIONAL LUNCH BREAKOUTS

SUNSET BALLROOM	DOUBLE EXECUTIVE SUITE
1:00 p.m. – 1:30 p.m.	1:00 p.m. – 1:30 p.m.
“Lunch & Learn” with Builders Patch	“Lunch & Learn” with Engineered Green Modular
AI in Practice: Real-World Applications for Affordable Housing Artificial intelligence is already reshaping how affordable housing agencies, lenders, and developers work together. This session will explore how organizations are using AI to improve operations, strengthen customer service, and make better-informed decisions across the deal lifecycle. Join Builders Patch for a discussion on how AI is being used across the affordable housing ecosystem to reduce delays, streamline data validation, and improve transparency and collaboration among partners. The session will also explore how peers are managing risk and advancing responsible, human-centered AI adoption in housing finance.	Multi-family construction needs to deliver high quality to the occupants, be very energy efficient and also be affordable. Delivering higher quality and greater energy efficiency while maintaining affordability may seem to be opposing goals.  EGM (Engineered Green Modular) is achieving all three goals by building a unique modular multi-family manufacturing plant to service the California market.    The way EGM increases quality of construction while simultaneously controlling costs is to be vertically integrated with some key capabilities. EGM has addressed the energy efficient component of construction by applying its technology and know-how in a way that is highly effective, economical and unique.  It is time well spent for you to learn more about the technologies we are bringing to bear.   Whether you are interested in becoming a strategic partner or just to learn more about EGM we would like to invite you to our Lunch & Learn.  It is not an exaggeration to say that EGM’s methodologies are the future of Multi-Family construction.

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OPTIONAL BREAKOUT SESSION FOR PROPERTY OWNERS & MANAGERS

1:45 p.m – 4:00 p.m. DOUBLE EXECUTIVE SUITE

Moderator: Rosemary Lynch

With government closures and policy changes reshaping the affordable housing landscape, this breakout offers managers a space to connect, collaborate, and problem-solve. Join the discussion on what’s next for compliance, operations, and asset performance in an evolving regulatory environment.

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AFTERNOON GENERAL SESSIONS – SUNSET BALLROOM

1:45 p.m. – 2:40 p.m.

SESSION 4: Staying Competitive in a Shifting Financing Environment

Moderator: John Nicolas, Executive, The Pacific Companies

Speakers: Rob Hall, Executive Director, Bonneville; Mike Hemmens, Managing Director, Citi Multi Family Capital; Mark Ragsdale, Senior Vice President, PNC; Sonia Rahm, SVP, Affordable Housing Director, Banner Bank

Headed into 2026, having debt and financing sources lined up for your pipeline should be a priority for every developer.  During this panel, some of the industry’s top lenders will provide their insights to interest rates, market dynamics, and strategies to ensure the developer community is equipped to secure debt in the upcoming year.  

2:45 p.m. – 3:40 p.m.

SESSION 5: Best Practices in Sustainability for Permanent Supportive Housing

Moderator: Michael Massie, EVP/Chief Development Officer, Jamboree

Speakers: AJ Galka, Asst. VP Operations & Supportive Housing, National CORE ; Jackie Martinez, Vice President, Community Impact, Jamboree; Courtney Richard, Sr. Vice President – Property Management, National CORE; Beth Southorn, Executive Director, LifeSTEPS

Whether it’s one unit or an entire building focused on serving residents in a permanent supportive housing environment, understanding the long term capital and ongoing operating needs of communities housing populations with higher levels of acuity is critical for long term sustainability. This panel will include representatives from organizations involved with the development, ownership, management, and provision of services within permanent supportive housing communities. Come join us in an interactive discussion to learn more about best practices in financing, developing, owning and maintaining communities with permanent supportive housing set asides to ensure long term success.

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3:40 p.m. – 3:50 p.m. – Sponsor Networking & Coffee Break

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3:55 p.m. – 4:50 p.m.

SESSION 6: California and D.C. Legislative Update

Moderator: Michael Gaber, Senior Vice President – Originations, PNC Multifamily Capital

Speakers: Emily Cadik, Chief Executive Officer, Affordable Housing Tax Credit Coalition; David Gasson, Principle, Housing Advisory Group; Steven Stenzler, Senior Policy Advisor, Brownstein Hyatt Farber Schreck;

Join CCAH federal and state political consultants and Washington DC experts as we break down the current legislative environment in California and D.C. Amongst many other topics, this panel will focus on how the current administration may influence housing policy and what we, as an industry, need to prepare for or defend against as changes occur. 

4:50 p.m. – 5:00 p.m.

Fall Conference Wrap & Announcements

5:00 p.m. – 7:00 p.m. TIDAL

Closing Reception and Hosted Cocktail Party

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Day 3 – Friday, November 7, 2025

8:00 a.m. – 9:15 a.m. SUNSET TERRACE – Breakfast Buffet

9:00 a.m. – 10:30 a.m. SUNSET BALLROOM – Policy Round Table

Join CCAH staff, legislative advocates, and policy committee members for an open and engaging forum on the policies shaping affordable housing development across California. Navigating the state’s complex policy landscape can be challenging, this session offers a valuable opportunity to ask questions, share concerns, and highlight issues directly with our advocacy team.

We’ll also present our legislative priorities for 2026 and preview potential bill ideas currently under consideration. Your input can help influence the direction of our advocacy and make building affordable housing in California more accessible and effective. Be part of the conversation and make your voice heard.

9:30 a.m. PARASIDE POINT LOBBY

Affordable Housing Property Tour Departure by Luxury Coach

Please assemble in the main hotel lobby for a prompt 9:30 am departure. We will tour Harrington Heights, City Heights Plaza del Sol, and City Heights Place and hear about what makes each one special. Pre purchase of tour ticket required.