Accessing the Capital Markets
11:00-11:50am
Breakout Room- Jive/Bop
Nicole Lockett- Moderator
Managing Director of Development
As Managing Director of Development at Genesis Companies, Nicole draws on over 25 years of industry acumen in the public and private sectors to finance complex housing developments for the firm. In this role, Nicole crafts and executes affordable, mixed-use, and mixed-income real estate development projects involving Year 15 re-syndication, conventional debt, taxable and tax-exempt bonds, LIHTCs, RAD, and a range of other public and private funding sources. Prior to joining Genesis, Nicole served as a Senior Developer with Pennrose Properties and as a Development Manager for the Philadelphia Housing Authority, the country’s fourth largest. Nicole currently serves on the Board of the New York Real Estate Chamber (NYREC), a CPC ACCESS Program Advisory Board Member, and as an Advisory Board Member with NYU’s Furman Center and the New York Housing Conference. Nicole holds a Bachelor of Arts in Political Science from Rice University and a Master of Science of Real Estate Development from Columbia University. She has been recognized by Crain’s New York Business as a Notable Leader in Real Estate and by GlobeSt as a Healthcare and Senior Housing Influencer.
John Gilmore
Senior Managing Director
John E Gilmore, IV joined Walker & Dunlop in 2018 as a Managing Director in the company’s Multifamily Finance group. He brings more than 15 years of commercial real estate experience focused on the development and financing of affordable housing. Mr. Gilmore has closed over 100 multifamily transactions throughout his career, which have helped to create and renovate over 22,000 units totaling more than $2 billion of debt originations. He is also highly experienced in complex deal structures including structured credit facilities, tax-exempt and taxable bonds, and federal and state tax credits. . Prior to joining Walker & Dunlop, Mr. Gilmore served as a Senior Vice President in the Community Development and Investment group within KeyBank Real Estate Capital. In 2015, KeyBank appointed him to the management team tasked with expanding the bank’s affordable housing lending activity to all 50 states. In this capacity, he was consistently the top debt originator and helped to establish KeyBank as the #3 affordable housing lender in the country. ​ Mr. Gilmore attended Morehouse College where he earned a Bachelor of Arts in finance and a minor in economics with Cum Laude honors. Beyond the company, he is a member of the Mortgage Bankers Association’s (MBA) Affordable Rental Housing Advisory Council, the Urban Land Institute’s (ULI) Affordable & Workforce Housing Product Council, and the Real Estate Executive Council (REEC).
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Matthew Baptiste
Managing Director of Affordable Housing
Matthew Baptiste, Managing Director of Affordable Housing based in Atlanta, GA, brings close to two decades of commercial real estate experience to Berkadia. Mr. Baptiste focuses on loan originations through Fannie Mae, Freddie Mac, HUD and Private Debt funds. Mr. Baptiste has extensive affordable housing experience, structuring complex finance executions, including tax-exempt bonds and federal and state tax credits. Before joining Berkadia, Mr. Baptiste was a Senior Director with Walker & Dunlop’s Multifamily Finance Platform. He has structured and originated over $1 billion of new mortgage debt during his tenure. Mr. Baptiste joined Walker & Dunlop in 2012 through the acquisition of CWCapital LLC. Prior to CWCapital, he began his career in the commercial real estate industry at Berkely Point, formerly known as Deutsche Bank Berkshire Mortgage. Mr. Baptiste attended West Virginia Tech University, where he earned a Bachelor of Science in Business Management and a minor in marketing.
Horatio W. Jones, IV
Managing Director of Commercial Real Estate - Multifamily Capital & Corporate and Investment Banking
Horatio Jones is a Managing Director for Wells Fargo Multifamily Capital, which specializes in government sponsored enterprise (GSE) financing executions offered by Fannie Mae, Freddie Mac, the Federal Housing Administration (FHA), and direct balance sheet lending programs offered by Wells Fargo Bank, NA. Since establishing Wells Fargo’s Multifamily Capital office in Florida, Horatio has originated and closed +$1.5B in non-recourse debt executions, primarily used to acquire or to enhance the capital structure on single properties or portfolios of multifamily assets. Asset classes include conventional, affordable, student and seniors housing. Clients include high net worth individual investors, institutional investors, family offices, etc. Prior to his current role, he served as a Vice President and Relationship Manager in Wells Fargo’s Real Estate Banking Group. Horatio started his finance career in 2002 with First Union / Wachovia Bank, a Wells Fargo predecessor, as an analyst in the Corporate Development / Mergers and Acquisitions group. He also spent time as an analyst within both the Retail Bank and the Corporate Planning and Analysis Division and he was a Business Banking Associate Relationship Manager. Horatio’s past and current professional affiliations include the National Multifamily Housing Council (NMHC), the Urban Land Institute (ULI), the National Association for Industrial & Office Parks (NAIOP), and he was recently selected and completed Wells Fargo’s Corporate and Investment Bank’s BOLD (Building Our Leadership Diversity) Program. He also currently serves an Executive Committee Member of the Board of Trustees for Tampa Preparatory School, as a member of The Foundation Board for Florida Boys and Girls Club of Tampa Bay, and as a member of the Board of Directors for Neighborhood Lending Partners. Horatio has a B.A. in Business Administration from Winston Salem State University and earned his M.B.A. from the Fuqua School of Business at Duke University. He and his wife are the proud parents of three sons.
Lydia Smith
Vice President at National Equity Fund, Inc. (NEF)
Lydia Smith is Vice President at National Equity Fund, Inc. (NEF) responsible for identifying LIHTC equity investments with affordable housing developers of color nationwide. In 2020, NEF launched the Emerging Minority Developers Fund (EMDF) a $147 MM fund to build the financial capacity and experience of developers of color by helping them overcome high barriers to entry in accessing Low-Income Housing Tax Credits (LIHTC) to develop affordable housing. Lydia’s affordable housing experience spans a decade working in both the Accounting and Asset Operations departments for NEF. She is passionate about making Low Income Housing Tax Credit (LIHTC) equity more accessible for qualified developers of color. She is committed to growing awareness about NEF’s work with developers of color as well as and driving education on the need for forward-thinking resources to support underrepresented developers of color. For more information about EMDF please visit the NEF’s website.