Wednesday, May 22, 2024
DoubleTree by Hilton Pomona
3101 W. Temple Avenue
Pomona, CA 91768
Agenda
For many years, land-secured financing has been a critical public finance tool in the development of new homes across the state, but more recently it has become an accepted mechanism to provide public services and to address calls for non-traditional solutions to California’s housing crisis. The integration of community facilities districts and tax increment districts have also led to the development of potent long-term financing strategies for infrastructure, housing, and economic development. This program builds from the fundamental land-secured topics to examine current district formation, finance, and administration practices, and explores the strategic application of land-secured and tax increment financing tools to meet a variety of current public finance challenges.
Seminar Presentation Materials
Printed versions of the seminar presentations are not provided. PDF files for the combined presentation and individual sessions are listed below.
Full Slide Deck | Current Topics and Practices in Land-Secured and Development Finance
- Session 1 | Real Estate Market Trends and Conditions
- Session 2 | Legal and Legislative Briefing
- Session 3 | District Formation: Considerations and Strategies
- Session 4 | Current Application of Land-secured Financing Districts
- Session 5 | District Formation: Integration of Tax Increment and Land-secured Districts
- Session 6 | Bond Issuance Strategies in Current Market Conditions
- Session 7 | Ongoing District Administration
Speakers
- James V. Fabian, Principal, Fieldman, Rolapp & Associates, Inc.
- Eileen Gallagher, Managing Director, Stifel, Nicolaus & Company, Inc.
- Susan Goodwin, Managing Principal, Goodwin Consulting Group, Inc.
- Dr. Joseph T. Janczyk, President, Empire Economics
- Bradley R. Neal, Shareholder, Stradling Yocca Carlson & Rauth LLP
Speaker Biographies Available Here
Archives of CDIAC’s Land-Secured Financing Education
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2022 Fundamentals of Land-Secured Financing Seminar
Agenda | Presentation Materials
Contact Information
If you have questions about this program, please contact CDIAC at CDIACEducation@treasurer.ca.gov.