Miami, FL | October 25-27, 2017

2017 Schedule of Events & Session Details

Wednesday, October 25, 2017 | Mandarin Oriental Miami
5:00pm - 7:00pm 
Welcome Reception & Registration | Sponsored by W Financial Fund

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Thursday, October 26, 2017 | Mandarin Oriental Miami
9:00am - 10:00am
Opening Session #101 – CRE Finance: The Art of the Deal

• What makes a sponsor a good borrower?
• What property types are in or out of favor?
• What geographic markets are lenders most concerned about?
• Loan to value or debt yield?

Moderator: Chris Albano - Citi
Austin Nowlin - Starwood Capital Group
Chance Monroe - Goldman Sachs Group, Inc.
Timothy M. McGinnis, CFA - New York Life Real Estate Investors
Charles Foschini - Berkadia

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

10:45am - 11:45am | Concurrent Sessions
#201 – Construction Financing

• How are raising interest rates affecting construction lending?
• Has the Trump administration made construction lending easier for banks?
• Who is filling the lending gap between banks and equity investors?
• What you need to know regarding construction lending for multi-family projects today
• What markets do lenders like? Which markets are lenders avoiding?
• What is harder to finance - Apartments or Hotels?
• Where are private construction lenders active?  

Moderator: Ralph N. Cram - Envoy Net Lease Partners
Dan Hartman - Terra Capital Partners
Ari J. Hirt - Mission Captial Advisors, LLC
Michael Mostoff - Castellan Capital
Steven Cohen - IBERIABANK
 
#202 - 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.
Marjorie Feltus Hawkins, President - FH Design
Beth Clifford, Owner/Developer/CEO - Mahogany Bay Village

12:00pm - 1:00pm | Concurrent Sessions
#301 – Looking to Raise Capital in Real Estate Offerings? New Reforms & Opportunities in Technology Driven Finance

• Recent regulatory reforms provide real estate sponsors and finance professionals with efficient access to capital. Discussion of how the JOBS Act and other legislative reforms have changed the way real estate sponsors raise capital to finance existing and new real estate projects 
• Funding platforms have emerged as a reliable source of debt and equity financing. Discussion of how funding platforms operate, the underwriting process and crowd-direct offerings. Learn how to choose the right platform or use FinTech to turn your corporate website into a source of funding      
• Regulation A+ (Mini-IPO) and the eREIT model is emerging as an efficient way to raise up to $50 million dollars from both accredited and non-accredited investors. Discussion of the benefits, costs and process of launching your own eREIT or investing in existing offerings. 
• EB5 & Foreign Real Estate Investors - Discussion of developments and opportunities to raise capital from foreign investors and the state of the EB5 program. Panel members will also discuss how FinTech can be used to accept international investors in a efficient and compliant process.

Moderator: George S. Georgiades - Georgiades & Associates
Scott M. Andersen - Andersen P.C. | finLawyer.com

#302 – Impact of Big Data on Real Estate Markets

• How big data is changing the way we do business            
• How big data is revolutionizing marketing in real estate finance 
• Trends in commercial real estate lending             
• How big data is making the commercial real estate industry more transparent

Moderator: Michael L. Miller, MAI - Enriched Data
Timothy S. Koltermann - Enriched Data
Troy Muise - Salesboom Inc.
Barry J. Cunningham, PhD, MAI, Chief Executive Officer - Clarus Global Alliance

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

 2:30pm - 3:30pm
#401 – Market Sectors and Strategies for the Next Leg of the Real Estate Cycle

• Why property types/markets pose the biggest risks at this stage in the cycle?  
• What property types/markets present the best opportunities at this stage in the cycle?              
• How is this cycle different from the last one leading up to the Great Recession?               
• Where do we go from here? What do the next 12 - 24 - 36 months look like?

Moderator: David Moret - Highline Real Estate Capital
Robert Kaplan - Cushman & Wakefield
Danny Finkle - HFF
Michael Phillips - Lubert-Adler

3:45pm - 4:45pm | Concurrent Sessions
#501 – How to Find the Appropriate Private Equity Provider

• Who are the private equity providers?        
• The pros and cons of private equity (vs. institutional equity)
• What should a sponsor do to increase the probability of attracting private equity
• Senior lender/banks approach to private equity

Moderator: Gus Katsadouros - Osprey Capital
Carl Roeder - Branch Banking and Trust (BB&T)
Noah Miller - Pensam Residential
Ronald C. Muzii, Jr. - Canyon Partners Real Estate LLC

#502 – Financing Multifamily: Where are the Deals, How are they Structured?

• Green is good, pricing is better
• How can we do more affordable business? Is there a solution to work force and affordable housing crisis?
• Does anyone have a bridge product? How much balance sheet do you have?
• Would you like a Mezz loan with that? Are the agencies back with Mezz loans?

Moderator: Vic Clark - Hunt Mortgage Group
Jay S. Jacobson - EDEN Multifamily
Marc Suarez - Hunt Mortgage Group
J.C. de Ona, MBA - Stonegate Bank

4:45pm - 6:15pm 
Networking Reception  |  Sponsored by Castellan Capital

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

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Friday, October 27, 2017 | Mandarin Oriental Miami
9:00am - 10:00am | Concurrent Sessions
#601 – What is the Best Execution for Small Balance Loans from $1M-$10M

• What types of loan executions are available in the space?
• How is your company using technology to improve the lending experience?
• What markets will you lend in?  (Will you lend in tertiary markets)?
• Has your underwriting changed in this stage of the market?
• Interest rate forecast for 2017 and beyond?

Moderator: Keith T. Van Arsdale - BMC Capital
Charlie Zabriskie - Trevian Capital
Charles Krawitz - Alliant Credit Union
Gary Bechtel - Money360
Rick Wolf - Greystone Servicing Co., Inc.

#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: Greg Schecher - Money360
Maruta "Marti" S. Mang - TotalBank
Melissa Rose - Ackman-Ziff

10:15am - 11:15am | Concurrent Sessions
#701 – Family Offices Investing in Real Estate - What They are Looking For

• Structures          
• Sizes     
• Relationship      
• Asset Classes

Moderator: Michael Felman - MSF Capital Advisors
Bradley W. Colmer, Esq. - Deco Capital Group, LLC

#702 – An Overview of the Bridge Lending Market

• Overview of state of the Bridge Lending market facts and trends
• Type of bridge loans available in the market today including discussion of first mortgages, second mortgages, mezzanine loans and preferred equity
• Types of properties lenders are financing and the structure of those loans (LTV, Rates, term & fees, Etc.)
• Comparison and contrast differences of the various lenders in the market today

Moderator: David M. Heiden - W Financial Fund
Sorabh Masheshwari - Churchill Credit Holdings LLC
Alex Horn - BridgeInvest

11:30am - 12:30pm | Closing Session
#801 – The 2027 Real Estate Market - Projections and Prognostications on What the Real Estate Market Will Look Like 10 Years from Now and the Impact on Key Decisions Being Made Today

• What will be the common trends and themes in the commercial real estate market in 2027 for real estate products and asset classes (e.g. will micro-units still be the rage in multifamily development? Will retail be dead, having been eaten alive by mobile and e-commerce?  Will the office market have shrunk due to technology, globalization and changes in how people work?   
• What key market, technological and demographic changes are likely to impact the commercial real estate market in 2027 (e.g. will population moves to cities render the suburbs obsolete? Will autonomous vehicles eliminate the need for large parking fields and garages and lead to denser, infill-oriented development?  Will the burgeoning senior population be flocking to IL/AL facilities or be aging in place at home?      
• What things do today’s real estate investors and developers – those  buying, financing and/or developing a project in 2017 for a 10 year period – do to prepare for what the real estate market may look like in 2027 when it comes time to sell or refinance?             
• The 10 Year Lending Cycle – what safeguards and decisions are Lenders taking and making today in 2017 to prepare for changes in the real estate market, potential interest rate conditions etc. when these loans mature in 2027?

Moderator: Jason Miller - Grand/Sakwa Properties
Seth Denison, Esq. - Hart Advisors Group, L.L.C
Marc S. Shuster, Esq. - Berger Singerman LLP
Javier Herrera - BridgeInvest

12:30pm | Conference Concludes

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2017 Conference Sponsors

Platinum:
​Money360, Inc.

Gold:
Emerald Creek Captial
Investor Management Services, LLC

Silver:
ACRES Capital, LLC
​Bloomfield Capital
Case Real Estate Capital, LLC
Columbia Pacific Advisors
CrediFi
Hunt Mortgage Group
LoanDocSolutions
Madison Realty Capital 
SS&C | GlobeOp
Trez Forman Capital

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Bronze:
​Sharestates

Welcome Reception:
W Financial Fund

Networking Reception:
Castellan Capital