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Webinar: 2022 Bond Allocation—What to Expect and Equity Market Update

Thank you to Our Sponsors

Tiber Hudson
Shackelford Law
Katopody, LLC
Shackelford Law
Shackelford Law
Hilltop Securities
Frost Brown Todd Attorneys

Sponsor this Program to Promote Your Business

Show your support for TAAHP educational programming while also getting exposure for your business. Sponsorships can be purchased online by clicking below.

Limited to Eight Sponsorships – $750
Includes 2 webinar participant registrations
Logo on promotional emails with link to website
Logo on Event page at taahp.org with link to website
Logo Branding on PowerPoint Presentation Footer During Webinar
Exclusive “sponsor slide” with short company description at end of presentation
Mailing list of all attendees (does not include emails)


Must be a TAAHP member to Sponsor

Note: TAAHP is planning more educational programming. Email naomi@taahp.org with sponsorship questions.


TAAHP Members pay $59 / person
Non-Members pay $89 / person
Sorry, no refunds for registrations or sponsorships.
All payments are due at time of registration.

What We Will Cover:


Developing & Financing in a Bond Cap Constrained World

This webinar will cover the 2022 Bond Cap Allocation Process and expected outcomes including expected demand for 2022, key dates for the application process, regional pool allocations, bucket collapse dates and how they affect your application. Panelists will also give their take on what it will take to win.

Additionally, panelists will review 2022 equity market conditions which will include a legislative update regarding changes in LIHTC allocations. how the 4% fixed rate has played out and what to expect when you shop for equity.

Who Should Participate?

Affordable housing industry professionals, including Developers, Property Owners, Consultants, Advisors, Attorneys, etc.

10:00 am – Introductions
10:05 am – Presentation
11:15 am – Q&A
11:30 am – End

Moderator & Panelists

Greg Goldberg, RBC Capital Markets Community Investments

Greg Goldberg, RBC Capital Markets Community Investments

Greg Goldberg has arranged financings for hundreds of affordable LIHTC, mixed-income and senior housing projects as well as community facilities with an aggregate par value of over $3 Billion.   Mr. Goldberg has served as underwriter on both tax-exempt and taxable financing structures utilizing public offering as well as private placement / direct purchase executions.  His expertise includes financings utilizing FHA, Fannie Mae, Freddie Mac, Bank, and Bond Insured financing programs.  Most recently, Mr. Goldberg has specialized in bond recycling techniques for workforce and “80/20” developments and not-for-profit developments financed with multifamily non-rated tax-exempt bonds.  His clients include both for profit and nonprofit developers, state and local Issuers, and Housing Authorities.

Prior to joining RBC Capital Markets, Mr. Goldberg was employed by Citi Community Capital and its predecessor firms, Capmark Finance, and Newman & Associates for nearly two decades.   Earlier in his career, he was a seniors housing developer and a financial advisor to non-profit retirement community sponsors.  He received his BA in Political Science from the University of Colorado – Boulder and his MBA from Loyola University of Chicago.   As a registered representative, Mr. Goldberg holds both Series 7 and a Series 63 licenses from FINRA.

Teresa Morales, Texas Department of Housing & Community Affairs

Teresa Morales, Texas Department of Housing & Community Affairs

Teresa Morales began her career with the Texas Department of Housing and Community Affairs in 1999 in the Financial Services division as a Senior Accountant responsible for back-end compliance relating to the Department’s Residential Mortgage Revenue Bond and Multifamily Bond Trust Indentures. She transferred to the Multifamily Finance division in 2004 and currently serves as Manager of the Department’s Multifamily Private Activity Bond and 4% Housing Tax Credit programs where she has overseen the issuance of over $1.1 billion in Private Activity Bonds and over $281 million in 4% Housing Tax Credits. Teresa earned her Bachelor’s degree in Psychology and her Master’s degree in Applied Sociology from Texas State University.

Rob Latsha, Texas Bond Review Board

Rob Latsha, Texas Bond Review Board

Rob Latsha is the Executive Director of the Bond Review Board. Rob has over twenty years of experience in public finance with over thirteen years administering the Private Activity Bond allocation for the state of Texas. While with the Bond Review Board, he has provided counsel to Leadership on a variety of debt policy topics including private activity bonds, century bonds, local debt, pension obligation bonds, debt limits constitutional and otherwise etc. During his tenure at the Bond Review Board, the state of Texas achieved AAA ratings from the 3 largest rating agencies for the first time since the 80s. Aside from his work with the state, he has worked for the City of Austin Controller’s Office as well as the Capitol Metro planning department. He graduated from the University of Texas with a degree in Economics and from Texas State University with a Master of Public Administration with a concentration in Urban Planning. Additionally, he is also a graduate of the Governor’s Executive Management Development Program.

Tim Nelson, Hilltop Securities

Tim Nelson, Hilltop Securities

Tim Nelson is Hilltop Securities Inc. Managing Director in charge of housing for the Texas region. With nearly 38 years of experience in affordable housing finance, Mr. Nelson has structured, negotiated, and closed billions of dollars of financings for both multifamily and single-family clients.

Mr. Nelson has held previous management roles in investment banking with several national broker-dealers and was the Director of Bond Finance at TDHCA for 5 years.

He received a Bachelor of Arts in Finance from the University of Washington and an M.B.A. in International Finance from The George Washington University.

Jenn Erixon, Alliant Capital

Jenn Erixon, Alliant Capital

Jen Erixon is Alliant’s Senior Vice President of Originations. With nearly 20 years of experience in affordable housing finance and development, Ms. Erixon has structured, negotiated, and closed more than $1B in LIHTC investments.

Ms. Erixon has held previous leadership roles in underwriting, investor sales and originations for two national LIHTC syndicators.

She received a Bachelor of Arts in Political Science from the University of Colorado Denver.

Event Details

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