Miami, FL - September 21-23, 2016

2016 Schedule of Events & Session Details

Wednesday, September 21, 2016 | Mandarin Oriental Miami
5:00pm - 7:00pm
Welcome Reception & Registration

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Thursday, September 22, 2016 | Mandarin Oriental Miami
9:00am - 10:00am
Opening Session #101 - Head to Head: Depository Banks vs. CRE Finance Companies

• The evolution of lender objectives within CRE Finance
• Who wins: Competition among sectors (Multifamily, Hotel, Industrial, etc.)
• Who wins: Balancing cost of capital versus certainty of expeditious closing
• Who wins: Balancing cost of capital versus loan covenant flexibility

Moderator: Jason Jackson, HFM - IBS Investment Bank a division of      
     Institutional Banking Services N.A. CORP
Drew Saito - First GREEN Bank
Jesse M. Flowers, II - CenterState Bank
Marc Suarez - Hunt Mortgage Group
Kenneth Carl - PNC

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

10:45am - 11:45am | Concurrent Sessions
 #201 - Bridge Financing and Private Lenders: Finding Certainty in Uncertain Debt Markets

• CMBS originations are shrinking. CMBS maturities are peaking. How will this end?
• Banks are approaching construction with far more caution. Where will the construction funding come from?
• Are conventional lenders chasing yield too far?

Moderator: Brett D. Forman - Trez Forman Capital
Brent K. Truscott – Bloomfield Capital 
Ronald C. Muzii, Jr. - Canyon Partners Real Estate LLC
David G. Albright - Florida Community Bank
Sanford Herrick - Case Real Estate Capital


#202 – Hotel Finance and Development in 2016 and Beyond

• What is the current status of the hotel industry in general?
• Who is lending on hospitality investments today and what are they looking for? What does this financing look like to the investor?
• How is the current hotel market, and the financing available to it, impacting investors decisions today and looking into the future?
• What seen, and unforeseen, outside forces can and will impact the hotel industry (either positively or negatively) in the near future?

Moderator: George Kruse - Osprey Capital
Gregory M. Santin - BankUnited, N.A.
Andrew Dickey - JLL Hotels & Hospitality Group
Mathew Crosswy - Stonehill Strategic Capital

​12:00pm - 1:00pm | Concurrent Sessions
 #301 - Small Balance Financing: The New Growth Path for Real Estate Investment

• The small balance financing options available for commercial real estate borrowers and brokers nationwide
• New research and insight into the growth and importance of small balance commercial real estate investing as a path toward building larger real estate portfolios and enterprises
• How newer investors can best access small balance financing and get started
• The future of the Government-Sponsored Enterprises and their role in the small balance finance market

Moderator: Charles Ostroff - Arbor Realty Trust, Inc.
Sam Chandan - Chandan Economics
Stephen Johnson - Freddie Mac
Robert Simpson - Fannie Mae
Keith T. Van Arsdale - BMC Capital

#302 – Crowdfinancing Real Estate

• Current trends in Crowdfinancing real estate
• Getting Started
• Types of deals and investor appetite
• Regulatory environment
• Putting it all together

Moderator: Michael Liguori - EverBest Investments, LLC  |  Blue Moon Advisors, Inc.
Robert J. Finlay - Investor Management Services
Chuck Taylor - RealtyMogul.com
AdaPia d'Errico - Patch of Land
George S. Georgiades, Esq. - Georgiades & Associates 

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

2:30pm - 3:30pm
 #401 - Structured Finance - Using High Leverage Bridge, Mezzanine and Preferred Equity to Complete the Capital Stack

• General discussion on market trends, availability for High Leverage Bridge, Mezzanine Loans and JV Equity
• Using the appropriate capital sources to finance projects. What are considerations in selecting the different sources of capital? What amount should be Senior Debt, Mezzanine and Equity?
• Typical structure and pricing for High Leverage Bridge Loans, Mezzanine Loans and Preferred Equity - recent trends with each
• Panelists will provide sample transactions

Moderator: Gus Katsadouros - Osprey Capital
Kevin Miliffe - City National Bank
Michael L. Sanchez - RealtyMogul.com
Alfred C. Trivilino - Related Fund Management
Art Rendak - Inland Mortgage Capital, LLC

3:45pm - 4:45pm | Concurrent Sessions
 #501 – Equity & Debt: What has Changed in 2016 and Where it is Going in 2017

• There is a record level of dry powder on the sidelines - how do you access it for your next deal?
• The debt landscape has changed dramatically in the last 12 months - Who are the new players?
• Deal Structures: What is market? What does it take to get a deal done today?
• Private Capital -vs- Institutional Capital - What is the right color for your deal?

Moderator: Robert E. Lee, MBA, CCIM - SIG Equity Partners
Mark Fogel - ACRES Capital, LLC
David A. Cohen - Ready Capital Structured Finance
Max G. Newland - Kayne Anderson Real Estate Advisors, L.P.

#502 – Construction Lending Today

• Learn how major lenders structure and construct loans in today's market
• What is the hot and not in housing, multifamily, industrial and retail

Moderator: Richard Hill Adams - American Realty Capital Advisors
Ralph N. Cram - Envoy Net Lease Partners
Marianna Perez - City National Bank
Steve Cohen - Sabadell United Bank

4:45pm - 6:15pm
Networking Reception

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

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Friday, September 23, 2016 | Mandarin Oriental Miami
9:00am -10:00am | Concurrent Sessions
 #601 - What Inning are We in and Where Can You Find Opportunities at this Stage of the Investment Cycle?

• What stage of the investment cycle are we currently in for various product types?
• Where are there opportunities in this stage of the investment cycle and what are the challenges to finding them?
• What is the impact of 2016-2017 CMBS maturities on the current real estate market and what investment opportunities are we seeing as the result of these maturities?
• What are the major pitfalls you need to look out for while investing at this stage in the cycle?

Moderator: David Moret - Highline Real Estate Capital
Christian Lee - CBRE
Jaret Turkell - HFF
Matthew D. Shore - DRA Advisors

#602 - The Dating Game: Finding A (Multifamily) Deal You Love!

• Finding your partner in multifamily real estate
• Structuring equity investments for multifamily properties
• How deals are formulated, negotiated and closed (via mock negotiation on stage)

Moderator: Eric Silverman - Eastham Capital
Joe Emerson, LEED - Weller Residential
Joshua F. Mandell - StoneRiver Company, LLC
Derek Uhler - The Altman Companies
David Garfinkle - Biscayne Atlantic/PointOne Holdings

10:15am - 11:15am | Concurrent Sessions
 #701 - Establishing a Development Execution Plan that Enhances Equity and Financing Opportunities

• Building a proper development plan
• The eight critical components to a development plan
• How to present a development plan to the capital markets and private equity
• Encouraging consultants to have skin in the game

Moderator: Joseph Korbar - Construction Management & Development, Inc.
Andrew Cohan, MAI - Horwath HTL
Wesley Stumbo - Bluegrass Equity Partners
Chris Williams - Legacy Global Development


#702 - Creative Ideas and Methods to Source, Structure and Finance Non-Traditional, "Off Market" Real Estate Deals

• In a hot real estate market, it is often difficult for entrepreneurial, middle market firms to “win” broadly marketed conventional deals (e.g. such as a stabilized multifamily or retail property) – or to participate in a deal auction process
• This session presents creative ideas and methods for entrepreneurial, middle market real estate firms to source, acquire, invest in and finance deals that are not broadly marketed
• Some examples of “non-traditional” opportunities to be presented and discussed include: a) partnering with undercapitalized owners to restructure and/or recapitalize an existing project;  b) creating joint ventures with passive owners to redevelop existing asset; or c) sourcing deals direct from users
• These ideas and methods of deal sourcing, structuring and financing are suitable for many types of firms - including groups with capital that need to find deals as well as firms with development/brokerage/market expertise that can add value to passive owners or users

Moderator: Jason Miller - Grand/Sakwa Properties
Seth Denison, Esq. - Hart Advisors Group
Bradley Ross - Calmwater Capital
Marc S. Shuster, Esq. - Berger Singerman LLP

11:30am - 12:30pm | Closing Session
 #801 - The Future of Commercial Real Estate

• Are we in a value bubble?
• Structuring the Capital Stack in heated markets
• Development costs, land costs how to make money in this environment?
• How technology is impacting commercial real estate

Moderator: Michael Stein - Pensam Capital LLC
Stephen H. Bittel - Terranova Corporation
Charles Foschini - Berkadia
David Martin - TERRA

12:30pm
Conference Concludes

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2016 Conference Sponsors

Gold:
Emerald Creek Capital
Investor Management Services, LLC
Patch of Land

Silver:
ACRES Capital, LLC
Hunt Mortgage Group
Madison Realty Capital
Old Republic Specialized Commercial Services
Trez Forman Capital

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Bronze:
Bloomfield Capital
W Financial Fund
​Cumming

Industry Partner:
Scotsman Guide