San Diego, CA - April 17-19, 2019

2019 Schedule of Events & Session Details

Wednesday, April 17, 2019 | Hard Rock Hotel San Diego
​5:00pm - 7:00pm
Welcome Reception & Registration

---

Thursday, April 18, 2019 | Hard Rock Hotel San Diego
​9:30am – 10:30am | Opening Session
Session 101 - The Future of CRE Lending from a Big Bank Perspective

​Moderator: Robert Kline, CMB, Managing Director - JLL Capital Markets
Matthew Felsot, West Regional Market Manager, Real Estate Banking - J.P. Morgan
Todd Barnett, Managing Director - Wells Fargo
Mark Fluent, Head of West Coast Real Estate - Deutsche Bank Securities Inc.

10:30am – 11:00am
Morning Coffee Break

11:00am – 12:00pm | Concurrent Sessions
​Session 201 - How Real Estate Deals Really Get Done: The Rise of Syndicators (disguised funds), Finance Companies, Finders and Joint Venture Partners in Real Estate Deals

• ​Who are these new participants?
• How are they different from the traditional broker of yesterday?
• What is a balance sheet syndicator?
• Disguised fund?
• What is a finance company?
• How are they different?
• Why do they proliferate?
• What did the global recession do to the traditional deal?
• Where are these people within the equity stack?
• What are the fees like?
• What are the benefits on syndication and what are the risks?
• Modern trends ​

Moderator: Marc Stephen Shuster, Partner - Berger Singerman
Mark Corlew, Principal - Grover Corlew Realty Investors
Sam Linsky, Principal - RFLP Group
Isaac Marcushamer, General Counsel and Managing Director - Kaplan Residential
John Thomas Burnette - Inkbridge, LLC
George Scopetta, JD, Co-Founder - Medicus Property Group

Session 202 - The Big Players in "Small Loans" - Agencies, Banks, Private Lenders

• Small loan outlook for GSEs and banks
• West Coast market view
• What’s new for 2019?

​Moderator: Rick Warren, Senior Managing Director - Hunt Real Estate Capital
Megan McElgunn, Senior Director - Production & Sales/Small Balance Lending - Freddie Mac Multifamily
Colleen Gurkin, Customer Account Manager - Fannie Mae
Vic Santini, Production Manager, Commercial Mortgage Division - Union Bank
Brian Murphy, Managing Director of Multifamily Lending - CIVIC Financial Services​

12:00pm – 1:00pm | Concurrent Sessions
Session 301 - The Changing Economics of Multifamily Development

• The economic market cycle is peaking, maybe post peak
• Now that rent control has been forestalled in California, what needs to be done to keep it from rearing its ugly head again?
• Project feasibility is being challenged by high construction costs, stabilizing rent levels
• The design of projects and units will be changing drastically in the future, as families and seniors rent in greater numbers            ​​

Moderator: Gary H. London, Senior Principal - London Moeder Advisors
Mitch Siegler, Senior Managing Director - Pathfinder Partners, LLC
Ian M. Gill, Managing Partner - Silvergate Development, LLC
Jim Neil, Executive Vice President, Partner - Kidder Mathews

Session 302 - Alternative Sources of Capital for Construction and Development Projects: Flexible, Innovative and Alternative Capital Solutions for Hard-to-Fund Projects Available to Developers and Lenders

• Community development financial institutions (CDFI) & opportunity zones
• SBA, USDA & other Government involved construction lending programs
• Property assessed clean energy (PACE) loan construction financing
• EB-5 Update     

​Moderator: Justin Blackhall, Chief Finance Counsel - American Lending Center, LLC
Joseph R. Bonora, Managing Partner - Catalyst Asset Management
Jamie L. Bourgeois, General Manager, Commercial Real Estate Lending - Live Oak Bank
Shawn Heyl, President and Founder - Green Pace Financial

1:00pm - 2:15pm
Networking Luncheon *RSVP Required

2:15pm – 3:15pm
Session 401 - Capitalizing Your Projects in Today's Market - Utilizing Various Forms of the Capital Stack

• Understanding the selection of JV Partners 
• When is it appropriate to utilize mezz/preferred equity, when is it not?
• Understanding the risk and differential between utilizing recourse and non-recourse financing options
• How can you leverage opportunity zones for your respective projects?              ​

Moderator: Michael Anderson-Mitterling, Senior Vice President - George Smith Partners
Robert S. Green, Jr., President and Chief Executive Officer - The Robert Green Company
Brad Termini, Chief Executive Officer - Zephyr Partners

3:30pm – 4:30pm | Concurrent Sessions
Session 501 - The Next Revolution and Trend in Hotels - Modular Construction

• ​What is modular construction?
• What are the benefits and challenges facing modular construction?
• What are the limitations of modular design?
• Will the financing structure be different for modular construction vs. the traditional construction model?      

Moderator: Sanat Patel, Managing Partner/Chief Sales Officer - AVANA Capital
Michael Merle, VP Business Development - Guerdon Modular
Jennifer Abuzeid, Senior Director, Global Design Strategies - Marriott International
Joseph Schottland, Partner - Innovatus Capital Partners

​
Session 502 - Bridge Financing and Private Lenders - State of the Market

• Bridge lending market hot or not? Does value-add exist? Discuss case studies?
• Banks pull back on lending? What are new opportunities for alternative lenders?
• How have higher rates affected bridge lending?
• Is there a tale of two cities? Coastal markets vs. tertiary smaller markets? Luxury housing vs. workforce housing? Slowing homes sales affecting commercial?           ​

Moderator: Rahul V. Shah, CPA, Managing Principal and Co-Founder - Sherpa Capital Group, LLC
Felix M. Gutnikov, Principal | Head of Origination - Thorofare Capital, Inc.
Gary Bechtel, President - Money360, Inc.
Jordan Goforth, Executive Director - Ready Capital
Daniel Sobelman, Vice President - Pangea Mortgage Capital

4:30pm – 6:00pm | Networking Reception

---

Friday, April 19, 2019 | Hard Rock Hotel San Diego
​9:30am – 10:30am | Concurrent Sessions
Session 601 - Insights on Crowdsourcing Commercial Real Estate

• Five essential steps to crowdsourcing commercial real estate data
• Seven steps to developing an on-line community of commercial real estate investors and professionals
• What happens when you put on-line deeds, deeds of trust, ownership and tax-roll data for 40mm commercial properties?
• What would motivate an on-line user to contribute to a commercial real estate database?​

Moderator: Patrick O’Connor, President - Enriched Data
Ryan Lin, Managing Partner - Property Analytix
Michael L. Miller, Chief Executive Officer - Resort Sales Funding

Session 602 - Regional Banks & Private Capital Construction Outlook 2019

• New regulations affecting lending today
• Banking industry focus on today and tomorrow
• Products lenders look for today: industrial, apartments, commercial, hotels and self-storage
• Falling cap rates are rising interest rates, what will that hold for the future?                 

​Co-Moderator: Richard Hill Adams, Chairman & Chief Executive Officer - American Realty Capital Advisors
Co-Moderator: Ralph N. Cram, President - Envoy Net Lease Partners
William Valentine, President - Vale Capital, Inc.
Bruce Lawrie, Senior Vice President, Manager - Umpqua Bank
Allyson Thomas, Vice President, Business Development Officer - Pacific Enterprise Bank

​10:45am – 11:45am | Concurrent Sessions
​Session 701 - Maximize Your Effectiveness and ROE Using Alternative Sources of Capital

• The world of alternative sources
• How ROE can be improved with Alternatives
• Time pre and post-closing
• Other costs
• Structure of capital and ALL the costs
• Focus of the principal on core business of making money
• Examples of alternative structures and the math that make them work

Moderator: Michael Klein, Chief Executive Officer - Freedom Financial Funds, LLC
Donald H. Moses, Managing Director - Arena Investors
Ralph N. Cram, President - Envoy Net Lease Partners
Henry Kesler, Vice President - Security National Commercial Capital

Session 702 - Family Office Investing

• Family office strategies for 2019 and beyond
• How are family offices looking at macro economic trends, etc?
• Who family offices are looking to invest with

Moderator: Randy C. Norton, Managing Partner, Global Head of Real Estate and Alternative Investments - Green Mesa Capital, LLC
Eliot Saeedi, Vice President - Angelo Gordon
James B. Salter, CCI, CCPM, President & Chief Executive Officer - CM&D International​
Chad W. Johnson, Managing Principal - Union Investment Management

​12:00pm – 1:00pm | Concluding Session
Session 801 - New Southern California Development/Construction Projects for 2019

• New multifamily projects
• New office buildings
• New hotel projects
• New/planned shopping centers
• Best markets for new development
• Best equity/JV partners for new projects
• Construction cost summaries for each product type              ​

​Moderator: Bob Sonnenblick, Chairman - Sonnenblick Real Estate LLC
Anthony DeLorenzo, Executive Vice President - CBRE
Andrew Millar, Vice President - Hensel Phelp
David Girty, Partner - Aspect Real Estate Partners
​Silas Burke, Managing Partner - Clearview Realty Finance

2019 CONFERENCE SPONSORS

PLATINUM SPONSOR
Money360, Inc.

---

SILVER SPONSORS
Geraci LLP
Hunt Real Estate Capital
JP Morgan Chase
K2 Clean Capital Fund LLC
Reis, Inc.

BRONZE SPONSORS
LoanDocSolutions
Private Mortgage Fund, LLC
Sharestates
Velocity Mortgage Capital