Affordable Housing. Financial Models for. Key Speakers. Benefits of attending. Innovate, diversify & deliver effective financial models & structures

Transcription

1 Financial Models for Affordable Housing Diversifying through innovation in strategy & financial modelling to achieve project outcomes 16th & 17th February 2016, Mercure Sydney Key Speakers Benefits of attending Caralee McLiesh Associate Secretary, Agency Budget & Policy NSW TREASURY Mike Myers Managing Director NATIONAL AFFORDABLE HOUSING CONSORTIUM Leverage assets & cash flow to deliver outcomes Influence effective partnerships to enable innovative funding & service models Identify & manage risk effectively to achieve sustained growth Jon Ross Executive Director Public Sector WESTPAC INSTITUTIONAL BANK Kim Sinclair Chief Executive Officer CHC AFFORDABLE HOUSING Innovate, diversify & deliver effective financial models & structures Media Partner Register 3 delegates at the standard price & bring a 4th delegate FREE!* Mid & post conference workshops A B Developing a robust strategy to attract private investment How to use risk planning to strengthen viability & enable growth Spaces are limited, book early to avoid missing out! > see inside for more phone fax registration@criterionconferences.com

2 A guide for housing finance Financial models and innovation strategy continue to stand at the forefront of future opportunities and growth for the community housing sector and not for profit organisations in Australia. The government s perspective on risk, decision making and policy is integral to accomplishing the end goal of increased housing supply for this sector. However, given the current fiscal environment where government funding and subsidies remain severely constrained, new and more sophisticated ways are necessary to meet the needs of the current and emerging markets. Both flexible financial models and innovative strategies will be key drivers to developing and diversifying new capital and enable a business model not solely reliant on government funding for its viability. Key industry stakeholders from across Australia will discuss: Latest update on government policy & opportunities Innovate, diversify & develop effective financial models & structures Attract private investment & institutional finance Increase supply by identifying alternative income sources Leverage assets & cash flow to deliver outcomes Influence effective partnerships to enable innovative funding & service models Identify & manage risk effectively to achieve sustained growth Delivering social housing bonds We need to look at innovative models to help new projects get off the ground - Mike Baird, Premier of NSW, March 2015 Who is attending? Community & Affordable Housing providers Federal & State Government Sponsorship opportunities Industry Associations & Federations Banks & Super Funds We work closely with corporate partners to create unique and innovative tailored sponsorship packages that best meet your specific marketing, business development and corporate entertainment objectives. Contact Shay King on and find out how you can make your mark on this industry. SAVE $300 when you register & pay by 20th November 2015 * Plus key contributions from: Mark Francis Department of Housing & Public Works, QLD Julian Disney University of New South Wales Maria Palumbo Renewal SA David de Carvalho NSW Department of Family & Community Services John Nicolades Bridge Housing, NSW Julie Lawson Steve Bevington Affordable Community Housing, VIC Andrew McAnulty Link Housing, NSW Greg Peel Bendigo Community Sector Banking Robert Pradolin Australand Vern Gallagher Defence Housing Australia, ACT Ian Aiyathurai Access Housing Australia, WA Sally Gibson ACT Government Jason Cubit Horizon Housing, QLD Rob Burnelek Salvos Housing, NSW Andrew Tyndale Grace Mutual Garry Ellender Access Housing Australia To register phone fax registration@criterionconferences.com

3 Day 1 Tuesday 16th February :00 Registration, coffee & networking 8:30 Opening remarks from the Chair Julie Lawson, Honorary Associate Professor, Centre for Urban Research Leverage assets & cash flow to deliver outcomes 12:10 Developing financial models for small to medium community housing providers Issues facing establishment of a small/medium housing provider Understanding financial requirements to establish and operate as a CHP Identifying alternative income sources to help build the portfolio Rob Burnelek, General Manager Salvos Housing, NSW 12:50 Networking lunch 8:40 Update on NSW Government initiatives & Reform of the Federation Social and affordable Housing Policy and Fund Framework Premiers Innovation Initiative Reform of Federation: Implications for social and affordable housing policy David de Carvalho, Deputy Secretary, Strategic Reform & Policy NSW Department of Family & Community Services 9:20 Attracting long term institutional investement What is required and why Overview of housing bonds Explpring potential large scale funding mechanisms Mike Myers, Managing Director National Affordable Housing Consortium 10:00 Why social & affordable housing should be on the Infrastructure agenda Understanding private capital will only invest where acceptable financial returns are achieved Robert Pradolin, General Manager, Business Development Australand INTERACTIVE ROUND TABLE 10:50 Exploring possibilities & opportunities Identifying barriers to attracting capital & institutional investment What can the sector do to try & facilitate private sector involvement 10:20 Morning tea & networking 11:30 Questions of scale: Can States/Territories initiate finance innovation alone, or does leveraging private investment require national scale? Increasing housing supply through examining instruments & structures Achieving scalable outcomes Understanding the mechanisms of different funding models and structures including standard debt model and equity finance Role of government towards provisioning incentives and capital Garry Ellender, Chief Executive Officer & Ian Aiyathurai, Chief Financial Officer Access Housing Australia, WA PANEL DISCUSSION 1:50 Housing policy Reassessing NRAS Examining successes, challenges & what could be done differently Outlining what the NFP sector want? How complexity undermined good social policy Julian Disney, University of New South Wales Mike Myers, National Affordable Housing Consortium Andrew Tyndale, Grace Mutual Caralee McLeish, NSW Treasury 2:30 Public housing transfer models that raise housing capital? Transfer models and leveraging new capital Finding the right balance for different interests of government, banks and community providers in transferring public assets What the banks need to know Maria Palumbo, Director Housing Strategy Renewal SA 3:10 Afternoon tea & networking 3:40 The financing evolution in social & affordable housing Capacity building and cash flow in CHPs Developing financial solutions that are scalable and replicable Requirements for attracting long term institutional capital to the CHP sector Jon Ross, Executive Director Public Sector Westpac Institutional Bank Influence effective partnerships to enable innovative funding & service models 4:20 An innovative model to attract wholesale institutional capital Understanding structural impediments to superannuation investment Addressing the capital needs of CHPs Meeting risk and reward hurdles for institutional investors Working to maximise Government contribution Andrew Tyndale, Director Grace Mutual 5:00 Closing remarks from the Chair & close of day one 5:30 Mid-Conference Workshop A commences

4 Day 2 Wednesday 17th February 2016 SAVE $200 when you register & pay by 18th December 2015 * 8:00 Welcome, coffee & networking 8:30 Opening remarks from the Chair Julie Lawson, Honorary Associate Professor, Centre for Urban Research 8:40 The NSW Social & Affordable Housing Fund Objectives of the fund Eligibility and products Latest status Monitoring success of the Fund Caralee McLeish, Associate Secretary Agency Budget & Policy NSW Treasury 9:20 Leading the way: Developing social housing without government funding Leveraging partnerships to develop innovative funding models How do you ensure you remain diversified Navigating through the future where there is no government policy or investment Jason Cubit, Chief Executive Officer Horizon Housing SPOTLIGHT 10:00 In this interactive session you will gain a better understanding of all the hospitals present within the room and the different challenges they face 10:30 Morning tea & networking 11:00 Stimulating investment Delivering social housing bonds Structures, capabilities and partnerships required Social-economical cost benefits for institutional investors to come along the journey Greg Peel, CEO & Managing Director Bendigo Community Sector Banking 11:40 Leveraging partnerships to deliver affordable housing outcomes Leveraging assets and cash flow The role of each proponent in the partnership Risk and rewards Andrew McAnulty, Chief Executive Officer Link Housing, NSW 12:20 Networking lunch Identify & manage risk effectively to achieve sustained growth PANEL DISCUSSION 1:20 Risk management: The different perspectives Managing risk from a business perspective Exploring the role of risk management in a broader context of developing social housing and social and affordable housing policy Sally Gibson, ACT Government Mark Francis, Department of Housing and Public Works, QLD Kim Sinclair, Chief Executive Officer, CHC Affordable Housing, ACT John Nicolades, Bridge Housing, NSW 2:00 Achieving a paradigm shift through agile innovation & a lean business model Generating capital and not being reliant on government grants Establishing a commercial, self-sustaining unique housing model Managing risk at a strategy level to invite capital investment Kim Sinclair, Chief Executive Officer CHC Affordable Housing, ACT 2:40 Afternoon tea & networking 3:10 Can the DHA model work more broadly to attract investment? Building on success why DHA goes from strength to strength The application of the DHA model to other housing providers Diversifying through self-managed super funds Vern Gallagher, General Manager Strategy & Innovation Defence Housing Australia, ACT 3:45 Attracting institutional finance: A CHP perspective Understanding key risk management strategies to determine sustained growth Achieving transparency in attracting both private sector and government support John Nicolades, Chief Executive Officer Bridge Housing, NSW 4:20 Identifying & managing risk Requires planning and ongoing management Examining approaches on risk management and funding Steve Bevington, Managing Director Affordable Community Housing, VIC 5:00 Closing remarks from the Chair & close of conference 5:30 Post-Conference Workshop B commences Find us at: #affordablehousing15 Australian Not-for-Profits Discussion Group blog.criterionconferences.com

5 Workshops Strategically attract private investment & manage risk effectively to enable sustainable growth Developing a robust strategy to attract private investment Mid conference workshop A - price from $599+GST Tuesday 16th February 2016, 5:30pm 8:30pm Australian affordable housing requires long term, low cost finance to expand supply. This workshop examines international progress in bond finance and the use of intermediaries, tax incentives and guarantees; proposals for an Australian approach and local fund raising experience. Get an update on contemporary and potential policy progress across Australian jurisdictions and learn how to progress fragmented strategic efforts towards a more robust and comprehensive strategy that will attract sufficient investment in affordable rental housing across Australia. Why attend this workshop? Capitalise on international experience and latest progress across Australia Develop practical strategies to build institutional architecture for private finance in an era of change Map out a feasible strategy and partnerships for key players Clarify how government can play a constructive role Know what mechanisms can attract private sector investment What you will take away by attending An understanding of what it takes to attract large scale institutional investment in Australia Up to date knowledge of policy progress in this rapidly developing field Stronger management and financial capabilities to take reforms further Your workshop leader: Julie Lawson, Honorary Associate Professor, Centre for Urban Research Dr Lawson is an international housing researcher who has played a leading role in the development proposals for Housing Supply Bonds, related financial intermediaries, incentives and guarantees with her RMIT and AHURI colleagues. For a full bio visit Includes refreshments & dinner To register, call us on or book online SAVE $100 when you register & pay by 22nd January 2016 * How to use risk planning to strengthen viability & enable growth Post conference workshop B - price from $599+GST Wednesday 17th February 2016, 5:30pm 8:30pm How do organisations identify growth opportunities? Some opportunities begin as risks. Risk planning is a critical element of the suite of planning tools available to organisations. This workshop will enable you to identify risks and risk management as an integral part of strategic, business and financial planning. Widen your horizon as to what constitutes risk and help turn risks into opportunities. Particularly relevant for organisations which have planning based around a single funding source. Why attend this workshop? The operating environment is constantly changing Change brings opportunity Risk planning can identify opportunities and how to manage them What you will take away by attending A new understanding of the tool that is risk planning An expanded risk horizon as it applies to you A better understanding of what it means to be viable and grow Your workshop leaders: Sally Gibson, Human Services Directorate ACT Government Sally Gibson has worked in ACT government for 14 years. As the ACT s community housing regulator since 2008, Sally has added regulation of specialist disability service providers and care and protection service providers over the past 18 months. Mark Francis, Executive Director Department of Housing and Public Works, QLD Mark Francis is the inaugural Registrar for Queensland. Prior to his current role, Mark was the Executive Director, Policy and Performance in Housing Services. For a full bio visit Includes refreshments & dinner

6 Registration Page Financial Models for Affordable Housing 16th & 17th February 2016, Sydney How To Register Online: Fax: From outside Aust Tel: From outside Aust registration@criterionconferences.com Team Discounts Register 3 delegates at the standard price & bring a 4th delegate FREE Please note that the standard price will be charged for team discounted registrations, early bird prices are not available for registrations utilising team discounts. Delegates must be registered at the same time from the same organisation in order to receive the team discount. For larger group bookings call us on to find out how you may qualify for greater discounts. Venue Mercure Sydney George Street Sydney NSW 2000 Ph: Delegate Details Accommodation Please complete: (Please photocopy for additional delegates) DELEGATE ONE Delegate Firstname: Delegate Surname: Job Title: Department/Branch: Company/Organisation: Telephone: CC*WEB Mail: Criterion Conferences Pty Ltd PO Box R1478 Royal Exchange, NSW 1225 Please call the Mercure Sydney on and quote AFF to receive your discounted accommodation rate! Subject to availability. Mobile: Postal Address: Signature: Approving Manager s Name: Cancellations Should you be unable to attend, a substitute delegate is welcome at no extra charge. The company regrets that no cancellations will be refunded, course documentation will, however, be sent to the delegate. For an event cancelled by Criterion Conferences registration fees are fully refundable. Privacy Policy: Any information provided by you in relation to this conference is being collected by Criterion Conferences ABN: and will be added to our database with the primary purpose of contacting you with regards to ongoing research, product development and providing you with information about future Criterion Conferences products and services. If you do not wish to be contacted for these purposes, please tick here when you fax back your registration. We may also share information from our database with other professional organisations (including our event sponsors) to promote relevant services. Please tick here if you do not want your details to be passed on and send this form back to us. Changes to Conference and Agenda: Criterion Conferences reserves the right to alter the programme without notice and is not responsible for any loss or damage or costs incurred as a result of substitution, alteration, postponement or cancellation of any event. Event Prices Tick relevant box If there is a package you require that is not mentioned above, please contact us and we will be happy to provide you with a quote. GST is charged at 10%. Registration fee includes lunch, refreshments and conference documentation. Please contact us for any special dietary requirements. Full payment must be received prior to the conference to ensure admission. Delegates may not share a pass between multiple attendees. Workshop attendees must also register for the conference. *Early bird prices subject to availability. How To Pay Number of delegates: Credit card: Visa Mastercard American Express Bank Transfer (details below) Total amount $ Cheque Please make payable to Criterion Conferences Pty Ltd & mail to Criterion Conferences, PO Box R1478, Royal Exchange, NSW 1225, Quote 4976 on the remittance. Please forward me an invoice Purchase Order No: Cardholder s name: Card No.: Expiry: Signature: Bank Transfers Register & pay by 20 Nov 2015* Account Name: Criterion Conferences Pty Ltd Branch: Broadway, NSW, Australia Address: SHOP LG 4/5 THE BROADWAY S/C, Broadway, NSW 2007, Australia Register & pay by 18 Dec 2015* Discounted rates for NGO & Community Housing Providers $ GST = $ SAVE $300 $ GST = $ SAVE $200 Register & pay by 22 Jan 2016* $ GST = $ SAVE $100 Upgrade your package with our Mid & Post conference workshops + 1 Workshop A or B + 2 Workshops Standard rates $ GST = $ $ GST = $ $ GST = $ SAVE $300 $ GST = $ $ GST = $ $ GST = $ SAVE $200 $ GST = $ $ GST = $ $ GST = $ SAVE $100 Upgrade your package with our Mid & Post conference workshops + 1 Workshop A or B + 2 Workshops $ GST = $ $3997+ GST = $ $ GST = $ $ GST = $ $ GST = $ $ GST = $ Bank Name: Westpac BSB Code: Account Number: Ref: 4976 Criterion Conferences ABN: Standard price after 22 Jan 2016 $ GST = $ $ GST = $ $ GST = $ $ GST = $ $3498+ GST = $ $ GST = $ Audio Presentation Please send me set(s) $999 + GST = $ Commercial Solution Providers $ GST = $ aqua.3890