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
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:
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
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
Strategies for workouts
- Deal structures
- Catching the perfect wave: Finding a
rescue lender options
Kline, CEO - R.W. Kline Companies
Meyer Walker, Managing Director - CW Capital Real Estate Solutions
Harris, Managing Director - Alvarez & Marsal Capital Real Estate
Clark Rogers, Senior Vice President - KeyBank Real Estate Capital
#602 - International
- 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
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
positions - where is the liquidity?
- Are lenders underwriting positions they
don’t want to own?
- “Market” Intercreditor
Cohen, Principal - Mesa West Capital
Davis, Principal - Lodging Capital Partners
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