Arthur J. Momjian

Representative Matters

• Represented African Cultural Alliance of North America (ACANA), a nonprofit organization that advocates for the welfare and rights of African and Caribbean immigrants and refugees, in a transaction financing the construction of a building comprising the Africa Center, an approximately 37,000 square foot mixed-use facility including an African restaurant, a dry-cleaner, childcare and healthcare centers and ACANA’s new headquarters. The financing of the center, located on Chester Avenue in Philadelphia, was leveraged through a federal New Markets Tax Credits (NMTC) transaction.

• Represented Community First Fund (CFF) and Fulton Bank in a New Markets Tax Credits (NMTC) project in Allentown, Pennsylvania, where CFF allocated a portion of its NMTCs to Marcon Properties, LLC to help finance the acquisition and development of the Allentown Metal Works site; Marcon Properties will return the brownfield to manufacturing use. 

• Represented Literary Arts, Inc. ‒ a community-based nonprofit that engages readers, supports writers and inspires others with great literature ‒ in its construction and bridge loan with Heritage Bank and historic tax credit investment by Standard Insurance Company. The financing and investment will be used to restore an iconic building in Portland, Oregon, to be operated as the new headquarters of this literary arts nonprofit.

• Represented Wilmington Savings Fund Society FSB (WSFS Bank) in extending a construction-to-permanent loan to, and making a historic tax credit investment in, Lansdowne Theater LLC. The loan and tax credit equity investment will be used to restore an iconic historic theater to be operated as a music venue in Lansdowne, Pennsylvania; the transaction is the first historic tax credit investment by WSFS Bank.

• Represented the Spanish American Civic Association for Equality, Inc. in expanding its workforce training center in Lancaster, Pennsylvania, obtaining a $7 million New Markets Tax Credit allocation with Cinnaire New Markets LLC, with JP Morgan Chase investing in the federal tax credits. 

• Represented Public Health Management Corporation in a financing involving $48.5 million in Federal New Markets Tax Credit allocation in which PNC Bank was the tax credit investor; the client will use the tax credit equity together with a bank construction loan to renovate a formerly closed, West Philadelphia hospital.

• Represented Flagstar Bank FSB in connection with its $6.4 million construction loan and $4.5 million federal New Markets Tax Credit investment to Optimum Modular LLC; the loan and the tax credit investment is funding the development of a modular unit manufacturing plant in Detroit, Michigan, which will produced modular affordable housing projects.

• Represented the Community Loan Fund of New Jersey in the deployment of $10.75 million in federal New Markets Tax Credit authority to Princetel, Inc. for the expansion of its manufacturing facility, which produces fiber optic rotary joints in Hamilton, New Jersey.

• Represented Civic Builders, Inc. in connection with $40 million in Federal New Markets Tax Credit financing provided by three community development entities and financing provided by JP Morgan Chase Bank to develop a charter school for Achievement First in Brooklyn, New York.

• Represented Flagstar Bank in connection with its $23.4 million construction loan to Monarch PS LP for the development of a 60-unit affordable housing project in Palm Springs, California, and in the investment of $10 million with the National Equity Fund for the federal and state low-income housing tax credits to be generated by the development of this project.

• Represented Vidalia Industrial Facilities LLC in connection with its $11 million of federal and state New Markets Tax Credit allocations to be used for the expansion of its existing denim-spinning mill in Vidalia, Louisiana.

• Represented the Community Loan Fund of New Jersey, Inc. in the deployment of Federal New Markets Allocation in connection with the $95 million redevelopment of the historic Hinchliffe Stadium in Paterson, New Jersey; the iconic stadium will be reopened with the addition of a museum, restaurant and affordable housing.

• Represented Flagstar Bank in a $23.8 million investment, consisting of a construction loan to Magnus Capital to develop an affordable housing project and a low-income housing tax credit fund sponsored by Berkadia Housing Partnership to provide tax credit equity for the project.

• Represented Delaware Technology Park, Inc. (DTP) in connection with its development of a 100,000 square foot office and classroom tower on the Star Campus of the University of Delaware, part of which will be leased to the University for its new business school; the $42 million capital stack included financing by Discover Bank, a New Markets Tax Credit allocation by Cinnaire Community Development Corporation, and a tax credit investment by U.S. Bank.

• Represented the Community Loan Fund of New Jersey, Inc. in the deployment of $8,000,000 of Federal New Markets Allocation to Hospital Central Services Cooperative, Inc. for the development of a vacant building in Camden, New Jersey into a commercial hospital laundry facility.

• Represented the Community Loan Fund of New Jersey, Inc. in the deployment of $10.5 million of Federal New Markets Allocation to Newark Makerhoods Urban Renewal, LLC for the rehabilitation of the Kruger-Scott Mission in Newark, New Jersey into incubator space and the new construction of market and affordable housing above first floor commercial space.

• Represented the Community Loan Fund of New Jersey, Inc. in the deployment of $10.5 million in Federal New Markets Allocation to Complete Care for the development of a federally qualified health center in Bridgeton, New Jersey.

• Represented an Opportunity Fund in formation and private placement offering in connection with the development of a 127 unit apartment complex in Vancouver, Washington.

• Represented Lovett Commercial, a Houston-based commercial real estate developer, in its New Markets Tax Credit financing of the $150 million historic renovation of the former Houston Post Office Building, a mixed-use development to house a Live Nation music venue, retail and makers’ spaces and rooftop urban farm.

• Represented Vidalia Industrial Facilities, LLC in $19.4 million in federal New Markets Tax Credit financing in connection with $30 million in USDA and SBA financing to develop a denim-spinning mill in Vidalia, Louisiana.

• Represented Sterling National Bank in a $12,024,766 construction and permanent loan to 1815 West Farms Associates, LP for the development of an 81 unit affordable housing project in the Bronx, NY. The Bank also invested in the Federal low income housing tax credits generated by the development.

• Represented Lovett Commercial, a Houston-based commercial real estate developer, in connection with Phase 2 of financing which consisted of $11.8 million in New Markets Tax Credit financing, a $25 million bridge loan from Cedar Rapids Bank & Trust, and a $40 million opportunity fund investment for the $150 million historic renovation of the former Houston Post Office Building, a mixed-use development to house a music venue, retail spaces and rooftop urban farm.

• Represented Lovett Commercial in a $25 million federal historic tax credit investment, made by made by the National Community Investment Corporation, for the renovation of a Houston post office building into a commercial space including a music venue and an urban farm.

• Represented Sterling National Bank in its $7.9 million construction loan to 1400 Dauphin Associations, LLC, for the development of an affordable housing project in Philadelphia; the capital stack included 9% federal low income housing tax credit equity provided by R4 and subordinate financing provided by the Pennsylvania Housing Finance Agency and the Philadelphia Redevelopment Authority.

• Represented Human Solutions, Inc., a major provider of housing, utility assistance and job training for Portland, Oregon’s low income community, in a transaction involving three types of capital structures, Federal New Markets Tax Credit equity, Low-Income Housing Tax Credit equity, and Tax-Exempt Bond financing, to develop a $40 million mixed-use project in Portland, to include Human Solutions’ new headquarters, affordable housing and a retail complex.

• Represented BakerRipley (formerly Neighborhood Centers, Inc.) in connection with the development of a Community Center in Houston, Texas through the Federal New Markets Tax Credit program with JPMorgan Chase, the Low Income Investment Fund, and Raza Development Fund, Inc. providing New Markets Tax Credit allocation and JPMorgan Chase investing in the tax credits.

• Represented Grandpoint Bank in its $20 million investment in a federal low-income housing tax credit sponsored by US bank.

• Represented Philadelphia Chinatown Development Corporation in the closing of land, financing, private equity, EB-5 financing, and tax credit equity for the construction of the $70,000,000 Eastern Tower Project in Philadelphia which will consist of apartments, office and retail space, and a community center.

• Represented Community Loan Fund of New Jersey, Inc. in connection with the deployment of Federal New Markets Tax Credit allocation for the development of an office building for the headquarters of Audible, Inc. in Newark, New Jersey.

• Represented Community Loan Fund of New Jersey, Inc. in connection with the deployment of $6,750,000 of Federal New Markets Tax Credit allocation for the development of an Arts and Innovation Center which will provide 20,000 square feet of educational, training, retail and entrepreneurial space for the Cumberland County Community College located in Millville, New Jersey.

• Represented Sterling National Bank in a $11,560,000 construction loan to the Johnson and Miller Limited Partnership for the development of an affordable housing project in Newburgh, New York.

• Represented EB Realty Management Corporation in connection with the syndication of $10 million in Federal Historic Tax Credits, generated by the historic rehabilitation of the Divine Lorraine Hotel, one of the most iconic buildings in Philadelphia.

• Represented Community First Fund in the deployment of $8 million in Federal New Markets Tax Credit Allocation and the funding of a subordinate leverage loan to Zamagias Properties to develop a mixed use project in the Bulova Building in Lancaster, Pennsylvania.

• Representation of EB Realty in connection with direct and leverage commercial financing, historic tax credit bridge financing, New Markets Tax Credit equity and Historic Tax Credit equity for the historic renovation of the iconic Philadelphia Metropolitan Opera House into a concert venue leased to Live Nation; deal honored by Philadelphia Business Journal as Best Real Estate Deal of 2018.

• Representation of Community Loan Fund of New Jersey, Inc. in the deployment of its Federal New Markets Tax Credit allocation for the development of state-of-the-art food processing facility in Bridgeton New Jersey.

• Representation of Community Loan Fund of New Jersey, Inc. in the deployment of its Federal New Markets Tax Credit allocation for the development of an urban farm in Newark, New Jersey.

• Represented Community Loan Fund of New Jersey, Inc. in the deployment of $8,000,000 of Federal New Markets Tax Credit to fund a portion of the development of a $80,000,000 mixed use project in Newark, New Jersey by L and M Development, Inc.

• Representation of Community Loan Fund of New Jersey, Inc. in the deployment of its Federal New Markets Tax Credit allocation for the development of the New Brunswick Performing Arts Center.

• Representation of Community Loan Fund of New Jersey, Inc. in the deployment of its Federal New Markets Tax Credit allocation for development of 197,000 square feet of light manufacturing space in Kearny, New Jersey.

• Representation of Community Loan Fund of New Jersey, Inc. in the deployment of its Federal New Markets Tax Credit allocation for historic renovation of the Peoples Bank building in Paterson, NJ.

• Represented the Community First Fund in the deployment of Federal New Markets Tax Allocation to Royal Square Development Corporation for the historic rehabilitation of mixed use buildings in York, Pennsylvania. The project combined Federal New Markets Tax Credits and Federal Historic Tax Credits.

• Represented the Community Loan Fund of New Jersey, Inc. in connection with its deployment of Federal New Markets Tax Credit allocation to Uncommon Schools for the development of its $70,000,000 North Star Academy in Newark, New Jersey. The capital stack of the transaction included State operating subsidies, grants and QSCB bond financing.

• Represented the Community Loan Fund of New Jersey in the extension of a $6,298,346 loan to Roseville Avenue Redevelopment Urban Renewal LLC to bridge New Jersey Economic Redevelopment Growth (ERG) state tax credits awarded for the rehabilitation of the Brunswick Estates apartments in Jersey City, New Jersey.

• Represented the New Castle School of Trades in the development of a trade school in East Liverpool, Ohio through the use of Federal and Ohio State New Markets Tax Credits and Federal and Ohio State Historic Tax Credits. PNC Bank was the investor in the Federal and Ohio State New Markets Tax Credits and the Federal and Ohio State Historic Tax credits.

• Representation of Community Loan Fund of New Jersey, Inc. in connection with the deployment of Federal New Markets Tax Credit allocation for the $174 million restoration of the Hahne's Department Store building in Newark, New Jersey into 160 mixed-income housing units, 75,000 square feet of street-level retail space and a new arts and cultural center for Rutgers University. The retail portion includes a 30,000-square-foot Whole Foods.

• Representation of Pier A Battery Park Associates LLC, a joint venture between The Dermot Company and Harry's Cafe and Steak House, in the use of Federal Historic Tax Credits to rehabilitate and convert Pier A in lower Manhattan to the Pier A Harbor House Restaurant.

• Representation of E Smith Realty Partners, the real estate development company of Emmitt Smith, in the development of a mixed use project in Harlem New York through the use of the Federal New Markets Tax Credit Program.

• Represented Federation Housing, Inc. in connection with the rehabilitation of the Arbor, Shalom, and Saligman apartment complexes through the use of $40,000,000 of tax-exempt bonds and $20,000,000 of 4% Federal low-income housing tax credit equity.

• Represented Parke Bank in connection with its investment the Federal historic tax credits to be generated by the historic rehabilitation of in 1831-33 Chestnut Street, Philadelphia, Pennsylvania.

• Represented The Salvation Army in connection with the development of Phase 2 of the Camden Kroc Corps Community Center in Camden, New Jersey with the use of Federal New Markets Tax Credits.

• Represented Community Loan Fund of New Jersey, Inc. in connection with the deployment of Federal New Markets Tax Credit allocation for the development of Phase B of the Teachers Village mixed use project in Newark, New Jersey.

• Represented Community First Fund in its deployment of Federal New Markets Tax Credit allocation for the development of a bilingual technology training center in Lancaster Pennsylvania by SACA Development Corporation.

• Represented The Salvation Army in the development of the Camden Ray & Joan Kroc Corps Community Center through the use of the Federal New Markets Tax Credit Program.

• Represented the Community Loan Fund of New Jersey, Inc. in connection with the deployment of its Federal New Markets Tax Credit allocation for the development of a $70 million call center and office complex for Cablevision in Newark, New Jersey.

• Represented Community First Fund of Lancaster in the first deployment of its $15,000,000 award of New Markets Tax Credit Authority by the Treasury for the development of a Charter School in York, Pennsylvania.

• Represented Federation Housing, Inc. in connection with the $36,000,000 acquisition and rehabilitation of the Samuel Tabas Apartments in Philadelphia through the use of tax-exempt bonds and Federal low-income housing tax credits.

• Represented Zagis USA, LLC in the closing of a $7,760,000 Federal New Markets Tax Credit facility for the expansion of a cotton spinning facility in Louisiana. The financing qualified under the Federal New Markets Tax Credit targeted population regulations and was structured by Advantage Capital Partners.

• Represented the Community Loan Fund of New Jersey, Inc. in connection with the deployment of its Federal New Markets Tax Credit authority for the $27,000,000 development of Phase II of the Newark Farmer's Market, a food warehouse and market facility in Newark, New Jersey.

• Represented CI 6E Lancaster Avenue Associates LP in the syndication of Federal Historic Tax Credit equity generated by the client's $40,000,000 historic renovation of the Palmer Seminary in Wynnewood, Pennsylvania into apartments and medical office space.

• Represented Community Loan Fund of New Jersey, Inc. in connection with the deployment of its Federal New Markets Tax Credit allocation for the development of the $60 million Teachers Village Complex in Newark, N.J.

• Represented the Diocese of Fort Wayne-South Bend, Inc. in connection with the development of its $35 million St. Joseph's High School through the federal New Markets Tax Credit program. PNC Bank and Raza Development Fund provided new markets tax credit equity, and PNC Bank invested in the tax credits generated by the development of the school.

• Represented PNC Bank in connection with its investment in federal new markets tax credits generated by the $10 million expansion of the Blue Ridge Medical Center in Arrington, Va.

• Represented the Community Loan Fund of New Jersey, Inc. in connection with the deployment of its federal new markets tax credit allocation for the development of a $40 million student center by Saint Peter's College in Jersey City, N.J. Provident Bank provided the new markets tax credit leverage loan with the purchase of tax-exempt bonds issued by the New Jersey Economic Development Authority, and Wells Fargo invested in the tax credits generated by the project.

• Represented New Jersey Community Capital in connection with the deployment of $7 million of its Federal New Markets Tax Credit allocation for the expansion of the Newark Screens movie theater in Newark, N.J. Goldman Sachs Urban Investment Group invested in the Federal New Markets Tax Credits generated by the transaction.

• Represented RAIT Financial Trust, a publicly traded real estate investment trust, in connection with the $55 million redevelopment of its PlazAmericas™ Mall in Houston, Texas, through the Federal New Markets Tax Credit program. U.S. Bank provided the tax-credit equity, and the Urban Development Fund and the Texas Mezzanine Fund, Inc. provided federal new markets tax-credit authority.

• Represented the Asian Arts Initiative in connection with the acquisition and redevelopment of its new headquarters through the Federal New Markets Tax Credit program. Wells Fargo Bank provided the federal new markets tax-credit allocation and the tax-credit equity for the transaction.

• Represented Western Lodging LLC in connection with $7.6 million in Recovery Zone Bonds, which will be leveraged with tax increment financing and equity through the federal New Markets Tax Credit Program, to develop a 130-unit Hilton hotel in Ogden City, Utah.

• Represented the Community Loan Fund of New Jersey, Inc. in connection with the use of its Federal New Markets Tax Credit allocation for the development of a $128 million mixed-use project in New Brunswick, New Jersey. Build America Bonds were leveraged through the Federal New Markets Tax Credit structure.

• Represented Beneficial Savings Bank in connection with a $21.7 million leveraged loan to an investment fund of U.S. Bank. The fund advanced the loan, together with New Markets Tax Credit equity, to Campus Apartments to develop a 225-unit Homewood Suites extended-stay hotel near the campus of the University of Pennsylvania.

• Represented The Salvation Army in connection with the enhancement of $45 million of Kroc Trust funds through the federal New Markets Tax Credit Program to generate $17 million of additional tax-credit equity for the development of the Ray and Joan Kroc Corps Community Center in Chicago, Ill. Five community-development entities provided tax-credit allocation for the project, and JPMorgan Chase Bank N.A. invested in the tax credits generated from the transaction.

• Represented the Lower Eastside Girls Club of New York, Inc. in a transaction to fund the development of its new headquarters through the federal New Markets Tax Credit Program. JPMorgan Chase and Bank of America provided $5 million in tax-credit equity toward the $20 million development budget for the project, and the City of New York provided a $9.6 million grant to the club.

• Represented The Salvation Army in the closing of two new market tax-credit transactions with tax-credit investor JPMorgan Chase Bank, N.A. for the development of Kroc Corps Community Centers in Quincy, Ill. and South Bend, Ind. The two transactions involved $67 million of federal New Markets Tax Credit authority.

• Represented an investor in federal New Markets Tax Credits generated from the development of a mixed-use project at an urban university.

• Represented an investor in federal New Markets Tax Credits generated from the development of a medical center in which the leverage loan consisted of tax-exempt bond proceeds.

• Representation of a nonprofit organization in the development of a community center through the leveraging of its capital funds through the federal New Markets Tax Credit Program.

• Representation of a certified community development entity in the development of its allocation of Federal New Markets Tax Credit authority.

• Representation of certified community development entities in the preparation and submission to the CDFI Fund of applications for federal New Markets Tax Credit authority.

• Represented letter of credit providers in $9.6 million variable rate demand bond issuance (tax-exempt and taxable) for start-up assisted living facility, backed by FHLBNH letter of credit.

• Affordable Assisted Living. Represented the first developer in the State of New Jersey structure and affordable assisted living facility which combines federal low-income housing tax credits with the New Jersey Medicaid waiver program. Mortgage Finance Agency that a licensed assisted living project in the State of New Jersey. In addition, developed documentation which separated rent payments and supportive services payments made by tenants of the Project so that the rent payable by tenants qualified under the federal low-income housing tax credit program.

• Public Housing. Represented a large public housing agency development subsidiary in connection with rehabilitation of a public housing facility through the use of ACC funds, federal low-income housing tax credits, and federal historic tax credits.
  As counsel for the development limited partnership controlled by the public housing authority, worked with the State Housing and Finance Agency in connection with allocation issues with respect to federal low-income housing tax credits.
  Also represented our client in connection with the closing of the tax credit equity with the limited partnership's tax credit investor and rendered the legal opinions required by the limited partnership's tax credit investor.

Areas of Practice

• Real Estate Development
• Real Estate Finance
• Loan Documentation
• Affordable Housing

Admissions

• New York
• Pennsylvania
• New Jersey
• U.S. District Court for the District of New Jersey
• Supreme Court of New Jersey
• Supreme Court of Pennsylvania
• U.S. Tax Court

Education

• Temple University School of Law, LL.M., 1982
• Rutgers Law School, J.D., 1978

Experience

• Duane Morris LLP
  - Partner, 1998-present
• Mesirov, Gelman, Jaffe, Cramer & Jamieson, Philadelphia, Pennsylvania
  - Partner, 1988-1998
  - Associate, 1984-1987
• Cooper, Perskie, April, Neidelman & Waghenheim, Atlantic City, New Jersey
  - Partner, 1982-1984
  - Associate, 1978-1981

Professional Activities

• American Bar Association
  - Real Property, Probate and Trust Law Section
  - Business Law Section
  - Forum on Affordable Housing
• New Jersey State Bar Association
• Pennsylvania Bar Association

Honors and Awards

• AV Preeminent® Peer Review Rated by Martindale-Hubbell®

No aspect of these rankings has been approved by the Supreme Court of New Jersey. Further information on methodologies is available via these links.

Civic and Charitable Activities

• People's Emergency Center
  - Board of Directors
• People's Emergency Center Community Development Corporation
  - Chairman, Board of Directors
• Community Affairs Department of the Federal Reserve Bank of Philadelphia and the Housing Alliance of Pennsylvania
  - Steering Committee, 2006-present

Selected Publications

• Co-author, "The ABCs of NMTC Source Leverage Lending," (Volume 15, Issue 6) Novogradac Journal of Tax Credits, June 2024
• Co-author, "Bridging Grants as a Source of a Leverage Loan in NMTC Transactions," (Volume 15, Issue 5) Novogradac Journal of Tax Credits, May 2024
• Co-author, “Challenges and Benefits of Using–but Not Combining–NMTCs and LIHTCs in a Development,” (Volume 15, Issue 4) Novogradac Journal of Tax Credits, April 2024

• Co-author, "Opportunity Knocks – Treasury Releases Second Set of Opportunity Zone Regulations," Duane Morris Alert, April 19, 2019

• Co-author, "Treasury Department Issues Much-Anticipated Opportunity Zone Regulations," Duane Morris Alert, October 24, 2018

• Co-author, "Pennsylvania Files for Opportunity Zone Designations," Duane Morris Alert, April 26, 2018

• Co-author, "Qualified Opportunity Zones and The Potential to Drive Community Development," Wolf Commercial Real Estate, April 12, 2018

• Co-author, "18 U.S. States and Territories Obtain Opportunity Zone Designations," Duane Morris Alert, April 10, 2018

• Co-author, "Qualified Opportunity Zones and the Potential to Drive Community Development," Duane Morris Alert, March 1, 2018

• Editor, Duane Morris New Markets Tax Credit, Affordable Housing, and Super Storm Sandy
• Mr. Momjian regularly posts on the Duane Morris New Markets Tax Credit, Affordable Housing, and Super Storm Sandy Blog
• "New Opportunities Under the Federal New Markets Tax Credit Program," Mid Atlantic Real Estate Journal, June 12, 2009
• "The Development of Real Estate Projects with Federal Tax Credits," Mid Atlantic Real Estate Journal, January 23, 2009

Selected Speaking Engagements

• Speaker, "Virtual Novogradac New Markets Tax Credit Conference," January 22, 2021

• Speaker, "Opportunity Zone Conference," Rockwood Community Development Corporation, Portland, Oregon, November 15, 2019

• Speaker, "Opportunity Zones State-Wide Convening," Portland, Oregon, April 19, 2019

• Speaker, "Understanding Opportunity Zones For Business Owners," Canby, OR, February 14, 2019

• Speaker, “Preparing for NMTC Allocation Awards,” Novogradac 2019 New Markets Tax Credit Conference, San Diego, CA, January 24-25, 2019

• Moderator, "The Federal Opportunity Zone Program in Real Time: Doing Opportunity Fund Deals Now," Duane Morris LLP, Philadelphia, September 20, 2018

• Speaker, New Markets Tax Credit Forum, Reading, PA, September 13, 2016
• Speaker, New Markets Tax Credit Program, Newark, New Jersey, April 22, 2016
• Panelist, "Transaction Structure Spotlight," Novogradac New Markets Tax Credit Conference, Scottsdale, Arizona, January 21, 2016
• Speaker, "New Markets Tax Credit Conference," Community First Fund, December 10, 2013
• Speaker, "New Markets Tax Credit Conference," Community First Fund, November 14, 2013
• Panelist, "Fundamentals of Economic Development Finance Seminar," Council of Development Finance Agencies, June 29, 2009
• Panelist, "Ask the Legal and Accounting Experts," National Council of State Housing Agencies 2006 Credit Opportunities Workshop, Washington, D.C., January 9, 2006
• Panelist, "Advanced Legal Issues in Multi-Family Housing," Pennsylvania Housing Finance Agency 2004 Commonwealth Housing Forum, Harrisburg, Pennsylvania, December 15, 2004
• Panelist, "Development, New Financing, and Investment Structures," National Council of State Housing Agencies Annual Housing Credit Conference, Los Angeles, California, June 15-16, 2004
• Panelist, "Preservation Programs," National Council of State Housing Agencies 2006 Credit Opportunities Workshop, Washington, D.C., January 9, 2006
• Panelist, "Tax Credit Topics," National Council of State Housing Agencies Annual Housing Credit Conference, Los Angeles, California, June 15-16, 2004
• Panelist, "When Subsidies Collide," National Council of State Housing Agencies Workshop, Washington, D.C., January 13, 2004
• Panelist, "Can We Talk? Negotiating Partnership Agreements," 10th Annual Tax Credit Developers Conference: "Laying a Course for a Changeable Market," Miami, January 7-9, 2004
• Panelist, "Hot Housing Credit Issues," Annual Conference of the National Council of State Housing Agencies, Seattle, Washington, October 27, 2003
• Panelist, "Ask the Experts: Tax Credits - National Overview," 2003 New Jersey Governor's Conference on Housing, Atlantic City, New Jersey, September 23-24, 2003
• "Tax Issues in Preservation Transactions," National Council of State Housing Agencies, January Credit Workshop, January 13, 2003
• "Financing Assisted Living with Housing Credits," National Council of State Housing Agencies, 2001 National Conference
• "Developing Assisted Living Projects for Public Housing Authorities," New Jersey Chapter of the National Association of Housing and Redevelopment Officials, 2001 Annual Conference