AHIC Member Employee Categorization: Explainer Guide
Your Firm is an AHIC Member. How to Know if You Are an Investor or Affiliate Representative.
Starting in November 2024, AHIC is implementing a new Employee Categorization system that affects how members access AHIC benefits, events, and leadership opportunities. All employees at AHIC member firms will be categorized as either Investor Representatives or Affiliate Representatives based on their role and firm type.
This guide explains what this change means for you and what actions are required.
Why Are We Doing This?
As some investor firms have expanded into syndication, the lines between investors and syndicators have become less clear. This has created confusion about access to AHIC’s investor-only spaces and benefits. AHIC is implementing this change to:
- Preserve investor-only spaces for candid discussions and information sharing.
- Clarify who can participate in AHIC’s programs, events, and committees.
- Provide fair and consistent guidelines for all members based on their role.
This system ensures AHIC continues to support its mission of serving housing credit investors while fostering a collaborative environment for all members.
How Does It Work?
Here’s what determines your categorization
Firms that do NOT syndicate housing tax credits:
All employees are Investor Representativess
Full access to AHIC’s benefits, committees, and events.
Firms that DO syndicate housing tax credits:
Employees who work in sales or call on investors to raise capital are Affiliate Representatives.
All other employees are Investor Representatives.
Syndicators and brokers (Future Affiliate members):
All employees are Affiliate Representatives.
What Can You Access as an Investor or Affiliate Representative?
Investor Representatives Have Full Access:
- All AHIC events, including investor-only sessions
- All Third Thursday webinars
- All committees with voting rights
- Leadership positions
- Complete access to member content and resources
Affiliate Representatives Have Limited Access:
- Attend the Fall Summit
- Attend selected Third Thursday webinars (see calendar for eligible sessions)
- Participate in selected peer-to-peer events
- Join the Membership and Program Committees (non-voting members)
- Cannot serve in leadership positions
- Limited access to certain member content
What You Need to Do
Regardless of your categorization, all employees must complete the following steps:
1. Create an Account on AHIC’s Website
This step is required to:
- Be added to AHIC’s database
- Receive AHIC emails and updates
- Access members-only content.
- Register for events.
Your account will automatically categorize you as an Investor or Affiliate Representative based on your profile.
2. Register for 2025 Third Thursdays
We are no longer automatically adding these events to your calendars.
- Investor Representatives: You can register for all sessions here.
- Affiliate Representatives: You can register for sessions open to Affiliates (check the calendar for details).
Who Does This Impact the Most?
- For most AHIC members: Little to no change. Focus on creating your account and registering for events.
- For syndicating firms : Access to AHIC’s content, events, and committees may differ depending on your role. Employees involved in syndication activities will now have access similar to standalone syndicators and brokers. Your answers when creating your account will determine your status.
FAQs
- What happens if I don’t create an account? You will no longer receive AHIC emails, access members-only content, or be able to register for events.
- How do I know if I’m an Investor or Affiliate Representative? Your firm’s activities and your role determine your categorization. Your answers to the profile questions asked when creating your account will be used to categorize you. If you’re unsure, contact us at info@ahic.org for clarification.
- What happens if my role changes? You can update your profile in the AHIC database, and you will automatically be recategorized.
Need Help?
- Email us at info@ahic.org.