Session Overview

Join us for a discussion on the core mechanics of the New Markets Tax Credit program and the trends that are being seen in specific QALICB types. This one-hour, CPE-eligible session begins with a refresher on key NMTC concepts, followed by a more in-depth discussion of how the Manufacturing and Non-Profit sectors are using NMTCs to support their investments, as well as a review of the newest trends and topics happening in the NMTC industry.

This session will highlight practical considerations related to capital stack coordination, stakeholder alignment, and moving projects toward closing. NMTC professionals will discuss how to best position your Manufacturing and Non-Profit transactions to attract NMTC allocation and the structures that are typically used. Finally, there will be a review of the newest priorities expressed by the CDFI Fund.

Learning Objectives

Participants will be able to:

• Review core New Markets Tax Credit (NMTC) financing concepts and transaction structures
• Identify considerations related to layered capital stacks and stakeholder coordination
• Recognize common structuring approaches used in NMTC transactions
• Explore how NMTCs support different asset types currently and in the future