Crittenden Conferences
Crittenden Conferences
Crittenden Conferences
Crittenden Conferences
Crittenden Conferences
Crittenden Conferences

2012 Conference Sessions

Click on the tabs below to view the session details.
 
Hour 1: September 20th - 9:00am

#101 - Opening General Session- Direct Lender's Perspective: Where to Find the Best Deals

  • Class A, B or C assets
  • Small balance, middle-market or large loans
  • Underwriting considerations (LTV, LTC, DSCR, DY etc.)
  • Use of syndication and/or leverage
  • Structuring techniques

Moderator: Spencer Garfield, Managing Dir., Originations - Hudson Realty Capital LLC
Warren DeHaan, Chief Originations Officer - Starwood Property Trust 
Michael May, Senior Managing Director - Cantor Commercial Real Estate
Richard Meringolo, Group Head-Specialty Banking Group - RBS Citizens Financial Group, Inc. 

Hour 2: September 20th - 10:45am
#201 - Filling the Gap - Alternative Capital Sources/Structures to Bridge the Senior Debt-Equity Gap
    • Has the global delivering run its course yet and how has it affected the capital stack?
    • Structure pricing, actual deals of gap capital on:
                -Construction transactions
                -Transitional opportunities
                -Stabilized deals

    Moderator: David Eyzenberg, Principal-Investment Banking - Avison Young
    Todd M. Lippiatt, Principal - Aristone Realty Capital
    Richard L. Podos, CEO & President - Lance Capital
    Michael L. Fleischer, Of Counsel - Gibson Dunn
    John Garth, Managing Director - Pembrook Capital Management LLC 

    #202 - Checking INN - Trends in Hospitality Financing
      • What types of deals are being done today?
      • Full service vs select service – what does the capital want?
      • High leverage financing – options to ramp up that capital stack
      • Construction financing – myth or reality?
      Moderator: Michael Sonnabend, Managing Member - PMZ Realty Capital LLC
      James J. Baranello, Jr., Managing Director - CIBC World Markets Corp.
      Scott Schwartz, Senior Managing Director - Marathon Asset Management
      Bret Forman, President - Forman Capital, LLC

      Hour 3: September 20th - 12:00pm
      #301 - Developing Retail Today
        • What tenants will perform best?
        • What do anchors want?
        • Financing criteria
        Moderator: Suzanne Hollander, JD, Professor - Florida International University
        Daniel Mallory, VP Real Estate - Walmart Stores, Inc.
        Gus Phillips, Senior Vice President-Commercial Real Estate - BB&T
        Alan S. Karrh, Senior Vice President - Retail - Stiles Corporation

        #302 - Opportunities in Distress: Recapitalization Strategies
          • Do you have enough capacity to fund all the good deals that are coming your way?
          • White Knights, 100% equity players, can it work for you?
          • Lender buy backs
          • What property types & locations are you not examining?
          • Entity-Level recaps
          • Equity recap strategies
          Moderator: Brian Shniderson, Managing Director - B&A Capital Partners
          Nate Paul, President & CEO - World Class Capital Group
          Dan  Cooperman, Managing Director & Head of Originations - Terra Capital Partners
          Manuel de Zárraga, Executive Managing Director - HFF, L.P.
          Robert E. Lee, MBA, CCIM, Senior Director Private Equity/Principal - Bainbridge

          Hour 4: September 20th - 2:30pm
          #401 - CMBS Financing: Executing Max Leverage Deals in Today's Conservative Lending Environment
            • New trends in debt and equity financing
            • Agency financing in multifamily properties
            • Bridge Financing – the inefficiencies of sourcing structured capital
            Moderator: Suzanne Amaducci-Adams, Esq., Partner - Bilzin Sumberg Beana Price & Axelrod, LLP
            Charles Foschini, Vice Chairman - CBRE
            Sharon M. Plattner, Senior Producer - Freddie Mac
            Steven Jensen, Executive Director - JP Morgan Securities LLC
            Luke Dann, Managing Director & Chief Credit Officer  - LNR Property LLC

            #402 - HARD MONEY - Why and When
              • Hard money today
              • How to appeal to a hard money lender
              • Deal examples
              • Positioning for exit strategy
              Moderator: Marc Gleitman, President & Co-Founder - Mercury Capital U.S.A., LLC.
              Mitchell Gould, Senior Vice President - BRT Realty Trust
              Joel Fogel, Principal - Archer Capital Management
              Dennis Cisterna III, Director - Carlton Advisory Services, Inc.
              Hour 5: September 20th - 3:45pm
              #501 - Multifamily Investment Opportunities - Where are the Deals?
                • Core, value add, distressed properties, note purchases
                • Capital raising: Private vs. Institutional
                • Deal flow - On Market, Off Market
                • Debt and Equity Sources
                Moderator: Michael Stein, Founding Partner - Pensam Capital, LLC
                Robert Russell, Co-Head of Originations, Senior Managing Director - Guggenheim Commercial Real Estate Finance Group
                Michael Wohl, President - Pinnacle Housing Group
                Marc Swerdlow, President - Waterton Associates
                Hugh F. Hall, Managing Director-Investments - Berkadia

                #502 - Starting your Own Real Estate Fund
                  • Marketing a new fund. Where does a new GP start?
                  • Fund structuring
                  • Investment strategies
                  • Financial performance and reporting and regulatory issues
                  • Fair value vs. historical cost vs. tax basis reporting
                  • Equity recap strategies
                  Moderator: Chad Carpenter, Chairman & CEO - Reven Capital
                  Matthew Burk, President & CEO - Fairway America, LLC
                  Martin Caverly, CEO - EVOQ Properties, Inc. 
                  Douglas Hannah, Founder/Managing Director - Silverleaf Advisors  
                  Michelle LeRoy, President, Global Head of Capital Placement - CrossCon Real Assets Capital
                  Jose Ortega, Partner - Vulcan Investment Partners
                  Hour 6: September 21st - 9:00am
                  #601 - Rescue Lender/Workouts
                  • Latest Strategies for workouts
                  • Deal structures
                  • Catching the perfect wave: Finding a rescue lender options
                  Moderator: Robert Kline, CEO - R.W. Kline Companies
                  Toni Meyer Walker, Managing Director - CW Capital Real Estate Solutions
                  Troy Harris, Managing Director - Alvarez & Marsal Capital Real Estate
                  Clark Rogers, Senior Vice President - KeyBank Real Estate Capital

                  #602 - International Capital
                  • How do foreign investors view the US compared to their home markets?
                  • US a safe haven? 
                  • Pockets of foreign investment demand
                  • Foreign Investors return expectations and risk profile
                  • EB5 programs & deal funding
                    Moderator: Peter Merrigan, CEO - Taurus Investment Holdings LLC
                    John Bielefeldt, MIRM, Partner - Crown Capital Group
                    Claudio Zichy, Managing Director - Independencia Asset Management
                    Taly Cikurel Brinzey, Managing Partner - Summit Properties International, LLC
                    Hour 7: September 21st - 10:15am
                    #701 - Structuring the Capital Stack
                    • Prioritizing positions - where is the liquidity?
                    • Are lenders underwriting positions they don’t want to own?
                    • “Market” Intercreditor
                    Moderator: Matthew Cohen, Principal - Mesa West Capital
                    Ian Davis, Principal - Lodging Capital Partners
                    Gregory Breskin, Director - West River Capital
                    E. Lance Lehman, Senior Vice President | Capital Markets - Walker & Dunlop 


                    #702 - Buying Distressed Hotels & Resorts from Lenders
                      • Who is selling hotel/resort loans today?
                      • What deals are available?
                      • Re-position, renovate, tear down, adaptive reuse
                      Moderator: David Teitelbaum, President - Teiltebaum Developers
                      Seth K. Grossman, Managing Director - Meridian Capital Group LLC
                      Robert Sonnenblick, Principal - Sonnenblick Development LLC
                      Frank C. Weed, Chairman - The Americas Group Real Estate, Inc.

                      Hour 8: September 21st - 11:30am
                      #801 - Closing Session: Financing Development
                        • How much money can you get?
                        • Who are the best sources for your project?
                        • How much will it cost?
                        • What are the primary negotiating points?
                        Moderator: Karl D. Francetic, Director of Developer Finance - National Retail Properties, Inc.  
                        Scott C. McPherson, Senior Vice President/Market Manager - U.S. Bank - Commercial Real Estate Division
                        Joseph Keough, Director, CFO/COO - Wood Partners
                        Peter Fioretti, Chairman & CEO - Mountain Real Estate Group

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