Miami, FL | September 16 - 18, 2015

2015 Schedule of Events & Session Details

Wednesday, September 16, 2015 | Mandarin Oriental Miami 
5:00pm - 7:00pm
Welcome Reception & Registration | Sponsored by W Financial 

Thursday, September 17, 2015 | Mandarin Oriental Miami
9:00am – 10:00am | Opening Session
#101 - Competition & Capital Supply in CRE Finance

• The evolution of investor objective within CRE finance
• Navigating lender competition among sectors preferences
• Identifying the impact of competition among capital sources
• Ensuring your capital: Structures for lenders that promote the most access to capital/equity
• The "deal" or the "equity" which comes first

Moderator: Jason Jackson, HFM - IBS Investment Bank 
Todd Billings - US Debt Ventures
Gregory M. Santin - BankUnited, N.A.
Maruta "Marti" S. Mang - TotalBank, N.A.
Albert Fils - Florida Community Bank, N.A.

10:00am – 10:45am
Networking Coffee Break

10:45am - 11:45am | Concurrent Sessions
#201 - Deep Dive into Structuring Joint Venture Partnerships

• JV vs direct investment strategies
• Different providers/parameters
• Partnership economic hot buttons
• Key points for deals in development, transition and stabilization

Moderator: David Eyzenberg, Principal - Avison Young
Ronald  Muzii, Jr., Senior Director - Canyon Partners Real Estate LLC
Brian H. Sedrish, Managing Director, Fund Management -Related Fund Management
Jason Miller, Chief Investment Officer - Grand Sakwa Properties, LLC
Seth Schumer, Head of U.S. Investments & Operations - Quadrum Global

#202 - Are Assets in Banks and CMBS Special Servicing Still Attractive in a Thriving Economy?

• What is the status of all the maturing CMBS loans and who can take advantage of acquiring that product?
• Over the past five years, the commercial real estate landscape has changed dramatically across the nation. Are there still distressed markets? Which are the ones with the most future opportunity?
• What happens in 2018 when the trillions in CMBS debt are paid off or refinanced?
• What do the banks still hold on their books and what is their strategy in the next three years?

Moderator: Tanya Little, Chief Executive Officer - Hart Advisors Group LLC/Hart Commercial
William A. Clarkson, Manager of Special Servicing - Torchlight Loan Services
Jay M. Sakalo, Partner - Bilzin Sumberg
Jose Cueto, President and Chief Executive Officer - International Finance Bank
Douglas M. Thompson, CFA, President - VistaPointe Partners, LLC

12:00pm – 1:00pm | Concurrent Sessions
#301 - Risk On…Risk Off (Lenders Adjusting Their Risk Appetite to Better Capture Market Share)

• For higher yield or for higher volume
• Redefining secondary markets
• How many food groups are there today?

Presented by: Christian S. Dalzell - Starwood Property Trust
Ronald Rapp - Raymond James Bank
Michael S. Wadler - HSBC Bank, USA
Chance Monroe - Goldman Sachs Group, Inc.
  
 #302 -  Lending in the Middle Market

• Who are the players
• What is the state of play
• Where do you see the market in 2016 and beyond
• How are these deals structured?

Moderator: John Spengler - A10 Capital
Robert Geary - Bank of America Merrill Lynch
Chris Drew - HFF
Gregory Krafcik - Greystone & Co., Inc.

1:00pm - 2:30pm
Networking Luncheon *RSVP Required

2:30pm – 3:30pm
#401 - The Current State of the Commercial Real Estate Market from a Developer's Perspective

• Where is the current market today in terms of asset class and geography?
• How will an interest rate increase and the policies of the government and Fed affect the real estate market?
• Are lenders more responsible than in the last bull market?
• Is the market too frothy?  How are you generating yield for your investors?

Moderator: Adam R. Lubkin - Ibis Development Group
Matthew L. Adler - Adler Kawa Real Estate Advisors
Russell A. Richardson - GBR Properties
Richard F. Lubkin - Benbrooke Realty Investment
Mitchell M. Friedman - Pinnacle Housing Group

3:45pm – 4:45pm | Concurrent Sessions
#501 - Small Balance Lending - The Outlook for 2016 

• Trend analysis and 2016 outlook
• Top markets for small balance lending opportunities
• Agency multifamily - Where are the agency multifamily programs headed?
• Small balance commercial - CMBS, Bank and Lifeco update

Moderator: Rick Warren - Hunt Mortgage Group
Randy Fuchs - Boxwood Means, Inc.
Colin Elder - Symetra
David B. Cardwell - Freddie Mac
Michael Boggiano - Bayview Loan Servicing, LLC
  
#502 - Are Compressed Cap Rates the New Norm? Investing in an Increasingly Competitive Global Market

• Views on investing from an institutional and banking perspective
• Return hurdles, hold strategies, asset/product types
• Targeted underwriting strategies for debt and equity
• Strategic deal points to attract joint venture partners

Moderator: Gina Dingman - NAI Everest
Craig Theirl - J.P. Morgan Asset Management
Chris Caltabiano - AIG Global Real Estate Investment Corp
John Solberg - Onward Investors, LLC

4:45pm - 6:15pm
Networking Reception | Sponsored by VistaPointe Partners

Friday, September 18, 2015 | Mandarin Oriental Miami
9:00am – 10:00am | Concurrent Sessions
#601 - Shark Tank: Fighting to Close the Multifamily Deal​

• Structuring JV equity investments for multifamily properties
• Finding the right JV deal partner
• How deals are formulated, negotiated and closed (via mock negotiation on stage)

Moderator: Eric Silverman - Eastham Capital
David Garfinkle - PointOne Holdings
Jim Dixon - Arlington Properties
Jeff Lubow - Mount Auburn/Bluestone Properties
Michael Stein - Pensam Capital
  
 #602 - Structured Finance Debt: Creative Capital Structures for Refinancing the 2015-2017 Maturities

• Review of 2005-2007 loan origination vintages and how they will be refinanced during 2015-2017
• What type of capital providers will be needed to fill out cap stack?
• What the quality of the loans that haven't refinanced yet?

Moderator: Constantine Korologos – Situs
Drew Fung - Clarion Partners
Michael Sarkozi - Wells Fargo, N.A.
Eric J. Rothfeld - Fitch Ratings
Tony Fineman - ACORE Capital, LLC

10:15am - 11:15am | Concurrent Sessions
#701 - Crowd Funding

• Wading through the JOBS Act of 2012
• The Power of Advertising Real Estate Offerings to Accredited Investors
• How to Crowdfund a Real Estate offering from Issuer and Platform perspectives
• Reg A+: The Mini-IPO

Moderator: Zachary J. Robins - Winthrop & Weinstine, P.A.
Jack Glottmann - Saglo Development Corporation
Heather Schwarz-Lopes - EarlyShares
Robert J. Finlay - QuietStream Financial
Marshall Saunders - SaundersDailey
  
 #702 - How to Finance a Non-Cash Flowing Asset

• What types of lenders are actively financing non-cash flowing assets?
• What are the typical lending parameters borrowers should expect?
• How do lenders underwrite these deals?
• How do lenders view exit strategies in an uncertain future environment?

Moderator: Jon Gitman - BridgeInvest
Ryan Howard - Barlington Group
Christopher Apone - CBRE Capital Markets
Justin Toal - Fifteen Group
Steve Cohen - Sabadell United Bank

11:30am - 12:30pm
#801 - Private Money Lending

• Type of bridge loans available in the market today including discussion of first mortgages, second mortgages, Mezzanine loans and preferred equity
• Type of properties and deal structure that bridge lenders are providing for debt financing, equity and participating mortgages
• Find out what are some of the smart questions to ask your broker, or potential lender to avoid pitfalls and bad experiences
• What are some important criteria to look for in a bridge lender to make sure they are reliable and can deliver the deal you were promised

Moderator: Brett D. Forman - Forman Capital LLC
David Heiden - W Financial Fund L.P.
Michael Stein - Pensam Capital
Steven Bettinger - Acquire Real Estate LLC

12:30pm
Conference Concludes

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2015 Conference Sponsors

Platinum:
​Metrostudy

Silver:
Beecher Carlson
Hunt Mortgage Group
Madison Realty Capital
Meridian Capital Group
​REIS

Bronze:
​Boxwood Means, LLC
​Emerald Creek Capital, LLC

Welcome Reception:
​W Financial Fund

Networking Reception:
VistaPointe Partners