Miami, FL | September 12-14, 2018

2018 Schedule of Events & Session Details

Wednesday, Sept. 12, 2018 | Mandarin Oriental Miami
5:00pm - 7:00pm 
Welcome Reception & Registration

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Thursday, Sept. 13, 2018 | Mandarin Oriental Miami
9:00am - 10:00am
Session 101 - Head to Head Depository Banks vs. Private Equity 2018/2019

• The evaluation of lender objectives in 2018/2019
• Who wins: Competition among asset types (multifamily, hotel, industrial, etc.)
• Who wins: Competition among loan types (acquisition, development, refinance, etc.)
• Who wins: Certainty of close
• Who wins: Cost of capital  

Moderator: Jason Jackson, HFM, Chief Executive Officer - IBS Investment Bank
Jordan Simler, First Vice President, Commercial Banking Team Leader - Valley National Bank
Jesse M. Flowers, II, Community President - CenterState Bank
Todd Billings, President & Chief Executive Officer - USDV Capital, Inc.
Juan M. Barcelo, Vice President of Sales - Silver Hill Funding, LLC​​

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

10:45am - 11:45am | Concurrent Sessions
#201 – Bridge Financing and Private Lenders - Is There Too Much Capital in the Market?

• What are the new sources of capital? Are they getting deals done?
• What asset classes for bridge lending are overheated? What asset class is under served or has opportunities?
• How does a projected increase in interest rates and increase in cap rates affect bridge lending? How do bridge lenders survive a slow down?
• Do you underwrite to loan, to own or not?       

Moderator: Rahul V. Shah, CPA, Managing Principal and Co-Founder - Sherpa Capital Group, LLC
Daniel Sobelman, Director of Investments - Pangea Properties
David Eyzenberg, President - Eyzenberg and Company
Marc Simon, Vice President - Madison Realty Capital
 

#202 - Multifamily Debt, Equity & Investing: Finding the Right Fit

• Investing: How to differentiate yourself and win deals in today's competitive environment
• Debt: Bridge loans, preferred equity, and other creative financing solutions
• Looking forward: Staying ahead in 2019    

Moderator: Noah Miller, Vice President of Acquisitions & Finance - Pensam Residential
Chad P. Musgrove, Vice President - Hunt Real Estate Capital
Denny St. Romain, Managing Director - JLL
Zachary Sackley, Executive Managing Director - Cushman & Wakefield
Michael J. Sommers, Senior Vice President - Grand Peaks​

12:00pm - 1:00pm
#301 – Construction Financing/Lending

• How are raising interest rates affecting construction loan underwriting?
• What are lenders looking for in sponsorship?
• What projects are lenders looking for at this part of the cycle?
• Can apartments underwriting survive higher interest rates?
• Closing the gap: Filling in the capital gap between equity and the 1st construction loan
• What makes construction lenders say "Yes"?
• Hotels: Opening doors to new lenders

Co-Moderator: Ralph N. Cram, President - Envoy Net Lease Partners
Co-Moderator: Richard Hill Adams, Chairman & Chief Executive Officer - American Realty Capital Advisors
Brett D. Forman, Chief Executive Officer - Trez Forman Capital
Donald H. Moses, Managing Director - Arena Investors
Chris Martineau, Senior Vice President - Mutual of Omaha Bank

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

2:30pm - 3:30pm
#401 – When Debt and Equity are Not Enough - Alternative Sources of Capital

• Different types of solutions such as tax credits (historic/new), EB-5 and PACE
• What are the pros and cons of each of these options?
• What are the different situations and asset classes where these solutions are utilized?
• How do lenders underwrite these different types of solutions and how do each affect pricing, leverage and term?  

Moderator: Javier Herrera, Vice President of Originations - BridgeInvest
Melissa Rose, Managing Director - Ackman-Ziff
Adam Lipkin, Executive Director - Hannon Armstrong Sustainable Real Estate (HASRE)​
Alex Horn, Managing Partner - BridgeInvest
Chris Drew, Senior Managing Director and Co-Head of Miami Office – HFF, LP
Gregory M. Santin, Senior Lender, Commercial Real Estate - Florida - TD Bank, NA​

3:45pm - 4:45pm | Concurrent Sessions
#501 – Investing Strategies for a Changing (and Volatile) Market

• How are real estate investors, lenders and developers adjusting and adapting to key 2018 changes to the tax code, interest rates, industry trends, market volatility and the geopolitical environment?
• What strategies are being pursued as we (possibly) move to a different point in the real estate cycle? Are development projects still being actively pursued? Have lenders tightened terms, changed focus or otherwise changed any of their views? What other strategies are investors pursuing?
• How has the Tax Cuts and Jobs Act affected real estate lending and investment? Has the new tax legislation lead to more deals or perhaps different types of deals and/or changes in 1031 exchange activity?
• How has the prospect of rising (and volatile) interest rates impacted deal activity? Are more or fewer deals getting done today? Are these deals being re-traded due to market movements? Are "coupons" changing - or have lending spreads tightened?
• How have investors and developers changed or modified business strategies to reflect changing industry trends and market conditions, including volatility and geopolitical uncertainty?    

Moderator: Jason Miller, Chief Investment Officer - Grand/Sakwa Properties
Seth Denison, Esq., Managing Principal - Brickell Ventures
Bradley Ross, Vice President - Madison Realty Capital
Marc Shuster, Esq., Partner - Berger Singerman

#502 – The Next Big Investment Opportunity for the Capital Markets: Innovative Independent Luxury Hotel Brands with a Focus on Concept, Design and Expansion into Emerging Markets

• Who are the hoteliers, developers and designers behind the latest independent lifestyle hospitality residential projects?  
• Acquisitions/Development: Innovative independent owners and investors leading the charge in development and acquisition in emerging markets
• Redefining the Lifestyle market segment to generate greater returns for financial partners and investors  

Moderator: Trica Jean-Baptiste, Founder - Morgensheer Hospitality Inc.
Robyn Pratt, Founder - Impact Consulting Ltd.
Kajsa Krause, Co-Founder - Krause Sawyer Inc.
Robin D. Staten, Founder - Tiny Urban Escapes
​Agnes Pierre-Louis, Senior Consultant - Horwath HTL​

​4:45pm - 6:15pm 
Networking Reception

​6:30pm - 8:30pm 
Emerald Creek Capital Reception | Mandarin Oriental Miami Beach

Friday, Sept. 14, 2018 | Mandarin Oriental Miami
9:00am - 10:00am | Concurrent Sessions
#601 – Exchanging Operational Leverage for Financial Leverage - Joint Venture Equity Investing Today

• What are the most active joint venture equity investors looking for from operating partners?
• In a world awash with capital, where do investors find new opportunities today AND how do they differentiate themselves from other firms?
• What are typical waterfall structures/how do institutional investors think about return attribution/who owns beta?
• Is it better to make friends before you need them OR approach investors with an actionable opportunity?   

Moderator: Bill Fishel, CAIA, Senior Managing Director/Los Angeles Office Co-Head - HFF, LP
Justin Smith, CFA, Managing Director - Long Wharf
Michael Friedland, Principal - KKR Financial
David Moret, President and Founder - Highline Real Estate Capital

#602 – How to Fund and Finance Your Real Estate Deals and Chasing Retail Credit

• How to obtain access to money for development, redevelopment or repositioning projects.
• What type of retail are lenders lending on today - corporate vs franchisee credit.
• What criteria do lenders require to lend on single tenant and larger development projects?
• What is happening with interest rates and cap rates in the next six months.   

Moderator: Beth Azor, Founder and Owner - Azor Advisory Services (AAS)
Gary Bechtel, President - Money360, Inc.
Maruta "Marti" S. Mang, Senior Vice President - City National Bank

10:15am - 11:15am | Concurrent Sessions
#701 – The Future of EB-5 Investment in the U.S. Construction Industry

• Current state of the EB-5 program in general - including recent legislative changes
• How to determine if EB-5 funds can be used for your project and how much can be raised?
• How to determine placement of EB-5 funds in the capital stack & EB-5 impact on other financing players
• How to make your project legally compliant & attractive to EB-5 investors & how to raise EB-5 capital 

Moderator: Justin Blackhall, Esq., Chief Investment Counsel - American Lending Center, LLC
Joe Haggenmiller, President & Chief Operating Officer - LCR Capital Partners
Joseph R. Bonora, Managing Partner - Catalyst Asset Management

#702 – Small Balance Lending

• What is a "small balance" loan?
• What is the best execution for a small balance loan? 
• How has the Freddie SBL impacted your business?
• How are you using technology in your business?
• What changes do you foresee in products/underwriting 2019?

Moderator: Keith T. Van Arsdale, President & Chief Executive Officer - BMC Capital
Charles Krawtiz, Vice President, Commercial Lending - Alliant Credit Union
Pat Jackson, Chief Executive Officer - Sabal Capital
Juan M. Barcelo, Vice President of Sales - Silver Hill Funding, LLC​

11:30am - 12:30pm | Closing Session
#801 – Private Lending in the Face of Increased Regulation

• Florida came close to the finish line and close to requiring a lender license to originate business loans secured by residential property: Where is the country going?
• How will these additional regulations affect the availability of capital in Florida and elsewhere?
• Discussion of how private lending is changing in the Southeast of the country
• The latest trends from primary markets moving to tertiary markets

Moderator: Nema Daghbandan, Partner - Geraci LLP
Robert M. Barthelmess, Managing Partner - BGI Capital
Gary Bechtel, President - Money360, Inc.
Trey Aulls, President - Secured Investment Lending Corp.​

12:30pm | Conference Concludes

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2018 Conference Sponsors

Platinum:
Money360, Inc.

Gold:
Emerald Creek Capital

Silver:
Hunt Real Estate Capital
Madison Realty Capital
Reis, Inc.
SS&C | GlobeOp
Trez Forman Capital