Conference Sessions

Session 1 - Tuesday, October 27th - 9:00 am - 10:00 am
 
Session #101

What's Going on in Today's Economy & What Opportunities Does it Create?

  • Government funding programs: What they are and how can you take advantage of them
  • How will you be able to access REO's or defaulted mortgage loans

Moderator: Gregory Shultz – Partner, Newbridge Search Partners
Timothy Zietara – Senior Vice President & Portfolio Manager, ING Clarion Capital
Carl Groner – Principal & Founder, MesquiteTree Real Estate Partners
Dean F. Stratouly – Co-Founder & President, The Congress Group
David Soares – President & Chief Executive Officer, Lexden Capital, LLC

Session 2 - Tuesday, October 27th - 10:45 am - 11:45 am
 
Session #201

A Survival Course: What to Do If You Are a Real Estate Developer, Broker or Other Real Estate Professional

  • What can be developed?
  • What is financeable today?
  • Distressed properties - how to buy, develop and finance
  • What to do with your distressed property

Moderator: Michael Zukerman – Managing Dir. & Founder, Whitestone Realty Capital, Inc.
Brett Forman – President, CR South & Forman Capital, LLC
Spencer Garfield – Managing Director, Hudson Realty Capital LLC

Session #202

How to be Prepared When the Banks Start Lending

  • Simplicity is elegance…when vanilla is the only flavor
  • A bird is hand…occupied is (beaucoup) better
  • Financier, and not uncle - the imperative of adequate capital
  • Walking precedes running - how to get your first deals approved  

Moderator: Kenneth Dreifus – Managing Director, Dreifus Realty-Funding, LLC
Daniel Fowler – Chief Executive Officer, Connaught Real Estate Finance
Marji Knitter – President, The Moote Group
Jeffrey Chiger – Managing Director, LaCrosse Partners, Inc.

Session 3 - Tuesday, October 27th - 1:30 pm - 2:30 pm
 
Session #301

Opportunities in Distressed Commercial Real Estate

  • Is now a good time to invest in distressed commercial real estate?
  • Should I buy distressed commercial debt or physical properties?
  • Which property types offer the greatest opportunity?
  • What are my financing options?
  • What are some ideas on structuring transactions to get deals done?

Moderator: Bret Berglund – President & Partner, Western Capital Partners LLC
Joel Fogel – Principal, Archer Capital Management
Tarak Patolia – Chief Investment Officer, Sterling American Property Inc.
Joshua J. Lavrinc, Esq. – Principal, Birmingham Capital Advisors

Session #302

Hotel & Resort Deals: Marketplace Update

  • Acquisition opportunities
  • Hotel market updates
  • Foreclosed/Distressed mega-resorts
  • Equity & financing sources

Moderator: Robert Sonnenblick – Chairman Emeritus, Sonnenblick Del Rio Development Co
Shawn Campbell – Managing Director, Hotel Financial Strategies

John Lancet Associate Managing Director, HVS Global Hospitality Services

Session #303

Utilizing & Taking Advantage of Public Finance Tools to Make Your Project Feasible

  • What are these tools and how are they used?
  • Which projects qualify
  • Structure and implementation
  • Underwriting and credit enhancement

Moderator: Oswald Sousa – Director of Development, Trophy Golf & Resorts
Pfil Hunt – President, Gardnyr Michael Capital, Inc.
Marc Sumner – Principal, Tavernier Capital Partners
Warren Bloom – Public Finance Law, Greenberg Traurig, LLP
Craig Wrathell – Managing Partner, Wrathell, Hart, Hunt & Associates, LLC

Session 4 - Tuesday, October 27th - 2:45 pm - 3:45 pm
 
Session #401

How to Buy CRE Debt from Banks, Life Companies & CMBS Lenders

  • What’s the current market for buying CRE debt & REO?
  • Who is selling CRE debt and how big is this opportunity?
  • Who is your competition in this market?
  • How deep are the discounts that loans are selling for?
  • How can you best compete for these opportunities?
  • What are the pitfalls to beware of?

Moderator: Karl Francetic – Director of Developer Finance, National Retail Properties, Inc.
Robert Carmichael – Senior Vice President, KeyBank NA - Asset Recovery Group
Stephen Nostrand – Executive Vice President, Colliers Abood Wood-Fay
Thomas D. Wood, Jr. – President, Thomas D. Wood & Company

Session #402

Using New Market & Historic Tax Credits to Finance Commercial Real Estate & Hotels

  • How to get 20% of the capital stack almost free
  • Turn old buildings in low income neighborhoods into solid deals
  • Do well by doing good - Improving neighborhoods and creating jobs
  • How to structure the deal and how to qualify
  • Review of case studies

Moderator: Neil Freeman – Chairman & CEO, Aries Capital, LLC & Urban Development Fund, LLC
Michael Qualizza – Chief Financial Officer, Urban Development Fund
William MacRostie – Principal, MacRostie Historic Advisors LLC
Ira Weinstein – Principal, Reznick Group

Session #403

How to Attract/Secure Capital for Distressed Residential Projects

  • What is the best way to source new distressed residential deals?
  • How are banks disposing of distressed residential assets and are they ready to deal?
  • How do you re-position distressed projects (re-examining product type/density/financing to succeed)
  • How to avoid obstacles/ pitfalls with partially-built projects (liens/entitlements etc.)

Moderator: Sean Burton – President, CityView
Maik Aagaard – Managing Principal of Florida, Development Planning & Financing Group, Inc. - DPFG
Steven H. Magee – Senior Vice President, Land Management, iStar Financial Company
Thomas S. Howland – Managing Principal, Stirling Realty Advisors, LLC

Session 5 - Wednesday, October 28th - 9:00 am - 10:00 am
 
Session #501

Workouts - What You Should & Shouldn't Do to Navigate the Storm

  • How can you restructure and recapitalize your deal to make it work for everyone?
  • What latitude do banks and master servicers have to work with you?
  • How do you buy your debt at a discount?
  • How to get the attention of the master servicer and what is the role of the receiver in the process?

Moderator: Cory Williams – Vice President Development Services, SDI Properties
Thomas O'Connor – Partner Group Chair of Real Estate, Cooley Godward Kronish LLP
Daniel M. Palmier – President & Chief Executive Officer, CPR Asset Management

Session #502

Using Structured Finance to Get Deals Done in 2010

  • What is different about this market that you need to be aware of to get deals done
  • Case study I of a structured deal closed in 2009
  • Case study II of a structured deal closed in 2009
  • Borrower & advisor beware - who really has the money?

Moderator: David Soares – President & Chief Executive Officer, Lexden Capital, LLC
Lawrence Bizjak – Managing Director, Garrison Investment Group
Jonathan Daniel – President, Silo Financial
Jay Massirman – Senior Managing Partner, Rivergate Companies

Session #503

Where is the Residential Market Heading in 2010?

  • Where are we at in the housing cycle?
  • What factors to look at to see stabilization?
  • Where are the next opportunities?
  • What to do with existing communities?

Moderator: Anthony Botte – Senior Vice President Western Region, Hearthstone
Jeff Meyers – Principal, Meyers Builder Advisors
John Daugirda – Principal, Development Planning & Financing Group, Inc. - DPFG
Andrew McAllister – Managing Director Capital Markets Group, Cushman & Wakefield Sonnenblick Goldman

Session 6 - Wednesday, October 28th - 10:15 am - 11:15 am
Session #601

Finding an Equity Partner: What They Are Looking For & What They Expect

  • Sourcing an equity partner
  • What they are looking for in a manager
  • Typical partnership structures
  • What they will need for their due diligence

Moderator: Peter Knell – Managing Director, KCB Management
David Ross – Managing Director, Tremont Realty Capital, Inc.
Tom Caputo – President, Equity One
Jay Rollins – President, JCR Capital

Session #602

Building Your Personal Brand: Using the Internet & Social Media to Build Your Business

  • Create your own personal brand separate and distinct from your employer
  • Review of social media options: LinkedIn, Facebook, Twitter, e-newsletter, YouTube, and blog
  • Shortcut degrees of separation through the power of groups
  • Like me, know me, trust me, pay me

Moderator: David Repka – Principal, Bison Financial Group
M. Jeffrey Vinzani, Esq. – Partner, Nexsen Pruet, LLC
Dr. Diana Driscoll, O.D. – Chief Executive Officer, LEED AP, Ridgeline Hospitality, LLC
Eric Odum – President, Net Lease Commercial Advisory
Robert Barber – Managing Partner & Auctioneer, Accelerated Real Estate Services

Session #603

Finding the Right Financing for Any Apartment Deal

  • History of commercial finance as it relates to the current market
  • Program basics (Banks, Fannie & Freddie, FHA, Hard Money)
  • Specialty products (Value-add, Lease-up, Fractured Condos, etc…)
  • Review of loan scenarios

Moderator: Brendan McBreen – Loan Officer, PNC ARCS
Rosendo Caveiro – Senior Director, Cushman & Wakefield of Florida
Ricardo Alburez – Chief Credit Officer, Potomac Realty Capital
Steve Wendel  –  Co-Head of DBBM, Deutsche Bank Berkshire Mortgage, Inc.

Session 7 - Wednesday, October 28th - 11:30 am - 12:30 pm
 
Session #701

Private Capital in a Chaotic Market

  • Meet the lenders
  • Situational loans - Storied deals
  • Deal structures, pricing & terms
  • Let’s discuss deals

Moderator: Doug Esteves – Principal, Developers Capital Funding, Corp.
Brett Forman – President, CR South & Forman Capital, LLC
Bret Berglund – President & Partner, Western Capital Partners LLC
Mitchell Gould – Executive Vice President, BRT Realty Trust