CCAH 2026 Fall Conference Agenda

Day 1

Wednesday, November 11, 2026

5:00 p.m. – 7:00 p.m. PARADISE TERRACE

Early Conference Check-In Opens (pick up your badge during our welcome reception)
Welcome Reception – Hosted by PGIM Real Estate and NorCal WAHN

7:00 p.m. – 8:30 p.m. BAY VIEW ROOM

CCAH PAC RECEPTION

Join us for an evening of drinks, bites, and conversation as we come together to support the CCAH PAC. Individual tickets are $150 with sponsorship opportunities available for those looking to get more involved. RSVP is highly encouraged. RSVP HERE

Day 2

Thursday, November 12, 2026

6:30 a.m. – 7:30 a.m. BAY VIEW ROOM

Sunrise Yoga

7:30 a.m. – 5:00 p.m. BAY VIEW/ SUNSET FOYER

Registration & Vendor Showcase

7:30 a.m. – 9:15 a.m. SUNSET TERRACE

Breakfast Buffet

MORNING GENERAL SESSIONS – SUNSET BALLROOM

8:40 a.m. – 8:50 a.m.

Welcome & Introductions

8:50 a.m. – 9:15 a.m.

KEYNOTE SPEAKER

Speaker To Be Announced

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

SESSION 1: State Agency Update

Moderator: Jenna Abbott, Executive Director, CCAH

Speakers: Katherine McFadden, Director of Multifamily Programs, CalHFA; Marina Wiant, Executive Director, CTCAC/CDLAC

California has significant resources dedicated to affordable housing – but accessing and combining those resources can be complicated. With projects increasingly dependent on multiple funding and financing programs, coordination among HCD, CalHFA, CDLAC and federal partners such as HUD has never been more important.

This panel brings agency leaders together for a candid conversation about what is working, what can work better, and where greater alignment could help get more housing built. Panelists will discuss program priorities, funding and financing opportunities, timelines and processes, and efforts to reduce complexity and improve predictability. Just as importantly, the conversation will explore what agencies need from developer – and what developers need from government – to create a more coordinated and effective affordable housing delivery system.

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

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10:45 a.m. -11:30 a.m.

SESSION 2: GP Interest Sales: Navigating the Evolving Market

Moderator: Matt Grosz, Managing Director and Deputy Chief Investment Officer, Red Stone Equity Partners

Speakers: Kyle Arndt, Attorney, Bocarsly Emden Cowan Esmail & Arndt LLP; James Chang, Senior Manager of Acquisitions, Hudson Valley Property Group; Sam Lacebal, Director, Greysteel; T.J. Leybold, Vice President of Dispositions, PNC

Year 15 exits have long been a focus of the affordable housing industry and a growing secondary market has emerged for the acquisition of GP interests during the tax credit compliance period. Sponsors seeking liquidity, succession planning solutions, or strategic capital partners are increasingly exploring GP interest sales earlier than ever. Private equity firms, preservation-focused organizations, and experienced affordable housing operators are actively pursuing these opportunities as a path to future cash flow, development pipelines, and long-term asset control. This panel will examine the evolving market for compliance-period GP interest transactions and panelists will discuss who is buying these interests. We will explore what motivates acquisitions, and how buyers evaluate key risks, including compliance obligations, guaranties, investor consent requirements, lender approvals, deferred developer fees, reserves, and sponsor replacement provisions. Panelists will also share lessons learned from recent transactions and discuss how deals are being structured in today’s market.

The discussion will explore valuation methodologies and pricing considerations, including future cash flow, asset management revenues, deferred fees, residual value, Year 15 economics, preservation opportunities, re-syndication potential, and exit taxes. Attendees will gain practical insights into transaction structures, negotiation strategies, and valuation frameworks that can help sponsors maximize value while preserving long-term project stability and affordability.

11:35 a.m. -12:30 p.m.

SESSION 3: The Outlook for LIHTC Equity Markets

Moderator: Lisa Gutierrez, SVP, Head of Business Development, US Bank

Speakers: Cory Bannister, Managing Director, R4 Capital; Jessica Captanis, Vice President – Originations, WNC; Roy Faerber, Senior Managing Director, Equity Originations, Boston Financial; Richard Shea, SVP, Acquisitions, CREA

The LIHTC equity market is entering a new phase as expanded credit allocations, the 25% bond financing threshold, shifting CRA dynamics, and increased participation from institutional and GSE investors reshape the supply and demand balance for affordable housing capital. As developers navigate pricing pressure, elevated construction costs, and evolving investor expectations, understanding where equity is flowing and how investors are underwriting today’s opportunities has never been more important. Join our industry leading syndicators and investors for a discussion on current equity pricing trends, investor appetite, market outlook, and strategies for successfully capitalizing and closing LIHTC transactions in an increasingly competitive environment.

12:30 p.m. – 1:30 p.m. SUNSET TERRACE

Lunch

OPTIONAL LUNCH BREAKOUT

1:00 p.m. – 1:30 p.m. SUNSET BALLROOM

Lunch & Learn Demo with Builder’s Patch

Pick up your lunch plate, grab a seat, and join Builder’s Patch for an informative session covering the latest updates and insights you need to know.

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OPTIONAL BREAKOUT SESSION FOR PROPERTY OWNERS & MANAGERS

1:45 p.m – 4:00 p.m. BAY VIEW ROOM

Moderator: Lisa Richards, President, MBS Property Management Inc.; Rosemary Lynch, President, Buckingham Property Management

Learn how decisions made during development can affect a property’s operations and financial performance for years. This session will bring together management, development and design perspectives to discuss practical ways to reduce long-term costs and create communities that work better for residents and onsite teams.

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AFTERNOON GENERAL SESSIONS – SUNSET BALLROOM

1:45 p.m. – 2:40 p.m.

SESSION 4: Debt Market Outlook: Rates, Risk & Financing Strategies

Moderator: Darren Bobrowsky, Executive Vice President, USA Properties

Speakers: Katie Fisher, Vice President, Banner Bank; Mike Hemmens, Managing Director, Citi Community Capital; Mark Ragsdale, Senior Vice President, PNC  

The affordable housing finance landscape continues to evolve as developers navigate shifting interest rates, construction costs, and capital market dynamics. Join leading affordable housing lenders as they discuss the outlook for debt markets, lender appetite, and financing strategies for the year ahead. Panelists will also explore the growing use of interest rate locks, caps, swaps, and other hedging tools to manage risk and protect project feasibility in an increasingly complex environment.  

2:45 p.m. – 3:40 p.m.

SESSION 5: Improving Your Bottom Line Through Residential Services

Moderator: Rosemary Lynch, President, Buckingham Property Management

Speakers: Alyssa Cotter, Executive Director, Hope Through Housing; Jennie Reed, Director of Property Management, Buckingham Property Management; Flynann Skeen, Executive Director, Rainbow

How can resident services support both residents and the bottom line? This panel will explore practical strategies and examples that are working in affordable housing communities, including how property management and resident services teams can work together effectively to maintain and improve property performance. A recent landmark national study of the impact of resident services on property performance will also be highlighted. The conversation will also address funding and staffing challenges,  and the changing expectations around resident services. 

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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: Federal and State Legislative Update

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

Speakers: Emily Cadik, Chief Executive Officer, Affordable Housing Tax Credit Coalition; Catherine Charles, Policy Advisor, Brownstein Hyatt Farber Schreck, LLP

Join CCAH federal and state political consultants and Washington DC experts as we break down the current legislative environment in California and D.C. 

4:50 p.m. – 5:00 p.m.

Conference Wrap-up and Announcements

5:00 p.m. – 7:00 p.m. TIDAL

Closing Reception and Hosted Cocktail Party

Day 3

Friday, November 13, 2026

8:00 a.m. – 9:00 a.m. SUNSET TERRACE

Breakfast Buffet

9:00 a.m. – 11:00 a.m. BAY VIEW ROOM

Policy Roundtable

Join CCAH staff, legislative advocates, and policy committee members for an open and engaging forum on the policies shaping affordable housing development across California.

9:00 a.m. – 1:00 p.m. PARADISE 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 several San Diego Affordable Housing Developments and hear about what makes each one special. Pre purchase of tour ticket required.