San Diego, CA | April 17 - 19, 2016

2016 Schedule of Events & Session Details

Sunday, April 17, 2016 | Omni San Diego
5:00pm - 7:00pm
Welcome Reception & Registration

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Monday, April 18, 2016 | Omni San Diego
​9:00am – 10:00am | Opening Session
#101 - State of the Industry: The Future of Commercial Real Estate

• What types of financing will be available?
• What property types will be favored?
• 2016 / 2017 and Beyond - Where is the market headed?

Moderator: Robert Kline - Cushman & Wakefield
Mark Boud - Metrostudy
Tony Yousif - SVN

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

10:45am – 11:45am | Concurrent Sessions
#201 - The Blurred Lines of the Capital Stack: Equity Seeking Protection, Debt Chasing Higher Yield

• Review current equity market to include return requirements, structure and key deal points
• Review current debt market to include pricing, underwriting and structure
• Discuss how debt providers are seeking growth and equity like returns while equity providers are seeking yield and overall protection. Present how traditional capital providers are venturing into other parts of the capital stack, thereby blurring the lines between debt and equity
• Conclusion: What the near term outlook for capital availability is and how a developer can best structure a deal    

Moderator: Thomas Farrell - Landmark Capital Advisors
David Tindall - Morrison Street Capital
Scott Lanni - The Koll Company
Steve Tucci - MidCap Financial Services, LLC
Michael Fleischer - Related Fund Management
  
#202 - From the East Coast to the West Coast Foreign Investors are Changing the Dynamics of Real Estate Investment. How Does International Investment Affect Lending Decisions?

• Differentiating the types of foreign investment in real estate in different parts of the US             
• World events impacting the flow of international investment    
• Understanding the impact of foreign investment in lending decisions    
• Pros and Cons of foreign, institutional and private investors on the lending decisions and loan structures   

Moderator: Steve Cohen - Sabadell United Bank
Andra Frazier - Zions Bancorporation
Steve Anapoell, Esq. - BridgeForth Capital
Gary H. London - The London Group Realty Advisors

12:00pm – 1:00pm | Concurrent Sessions
#301 - How to Best Use and Structure Bridge Loans and Participating Loans to Maximize Investor's Returns and Success of One's Project

• Use of the product and benefits to the sponsor/developer        
• Creative structures that will benefit the equity returns 
• How to minimize risk to investors and sponsors
• Pitfalls and items to focus on during the origination process     

Moderator: Clark Briner - Revere Capital
Michael Denman - Devonshire REIT
Paul E. Sargent - Oasis Financial
Kevin H. Miller - Thorofare Capital
  
#302 - Mojo: What Makes Your Capital or Your Developer Special

• What makes a developer unique and valuable to a joint-venture equity partner?
• What “fatal flaws” has capital seen in developers and/or their projects?               
• What makes a joint-venture partner unique and valuable to a developer?           
• Where have developers seen equity miss an opportunity?      

Moderator: Kevin Choquette - Fident Capital
Wade Hall - Ambient Communities
Philip Mader - BlackRock
Eric S. Boyd - CrossHarbor Captial Partners
Sajan Hansji - J Street Hospitality

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

2:30pm – 3:30pm | Concurrent Sessions
#401 - JV Equity for Middle Market Investors and Developers

• Terms available for deals requiring $3M-$10M of equity               
• What equity investors are looking for in sponsorship
• Opportunities investors are seeing in the market 

Moderator: Shlomi Ronen - Dekel Capital
Eliot Bencuya - Tryperion Partners
Mark Macedo - Hanover Financial, LLC
Andrew Jobst - HG Capital, LLC
  
#402 - Multifamily 2016: Where is Development and Finance really headed?

• Characteristics of Multifamily Investment - Where are we in this cycle, what are the implications for investment, how are key deal metric changing?
• Equity - Who are the sources and how are they evolving investment strategies, what are they looking for relative to market and terms?
• Debt - Impact of securitization and terms
• Outlook - What keeps you up at night, where do you see opportunity?   

Moderator: Michael Reynolds - The Concord Group
Michelle Lord - Fairfield Residential Company, LLC
Mark Strauss - Cohen Financial

3:45pm – 4:45pm | Concurrent Sessions
#501 - How to Get Your Deal Done Efficiently and Quickly

• Selecting the right source of capital
• How to assure a quick closing to get the best acquisition price
• Creative ways to avoid giving away half your deal    

Moderator: Michael Klein - Freedom Financial Funds, LLC
Charlie Rose - Canyon Partners Real Estate LLC
Gary M. Tenzer - George Smith Partners
Jason Bressler - Mesa West Capital
  
#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
Valerie Hapner - Forbix Financial, LLC
Jeffrey M. Hudson - George Elkins Mortgage Banking
Jeffrey Forsythe - Torrey Pines Bank
Ralph N. Cram - Envoy Net Lease Partners

4:45pm - 6:15pm
Networking Reception

Tuesday, April 19, 2016 | Omni San Diego
9:00am -10:00am | Concurrent Sessions
#601 - How to Fill the Capital Stack for Small Balance Developments (Capitalization Strategies for Projections Below the Radar of Institutional Investment)

• How to underwrite the project 
• How to present to private equity investors
• Creative ways to structure the promote           
• Recourse vs non-recourse senior debt 

Moderator: Douglas Elliott - Pacific Rim Partners
Mark Besharaty - Hunt Mortgage Group
Amir Kia - Spirit Living Group
William L. Cunningham-Corso - Cunningham Development Company, Inc.
Daniel Morgan - Morgan Properties, Inc.

#602 - Hotel Development and Financing

• Who is lending or investing JV equity into construction deals?
• What types of new projects are getting financed?
• What is the debt & equity market like in 2016 for new construction?
• What are the favored markets/locations for investors?
• Limited service vs. full service

Moderator: Bob Sonnenblick - Sonnenblick Development LLC
Mark Strauss - Cohen Financial
Thomas Whitesell - CapitalSource
Malcolm Davies - George Smith Partners

10:15am - 11:15am | Concurrent Sessions
#701 - 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 - FundAmerica
Jilliene Helman - RealtyMogul.com
Zachary J. Robins - Winthrop & Weinstine, PA
Richard McCay - Tieback Realty Finance
  
#702 - Collateral Valuation in Business Lending

• Choosing the best valuation option
• Understanding report options
• Credit & risk meet compliance

Moderator: William Fall - The William Fall Group / Real Estate Valuation Partners
Arthur O. Neudek, MAI - Property Sciences
Robert Roades - PennyMac Commercial Real Estate Finance

11:30am - 12:30pm | Closing Session
#801 - Utilizing Bridge Capital in a Rising Real Estate Market

• Why bridge loans “work” for borrowers in a rising real estate market
• What bridge lenders provide that banks/conventional lenders cannot
• Bridge loan capital as an equity replacement
• What bridge lenders look for when evaluating a new lending opportunity

Moderator: Brent Truscott - Bloomfield Capital
Brett D. Forman - Forman Capital LLC
Alexander Cohen - Liberty SBF
H. Jack Miller - GFCIB and Advisors, LLC
William Mitchell - BRG Capital Markets

12:30pm | Conference Concludes

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2016 Conference Sponsors

Gold:
Investor Management Services, LLC

Silver:
Hunt Mortgage Group
REIS

Bronze:
Bloomfield Capital
Bolour
The Helvetica Group
LoanDocSolutions
Partners Capital
Property Sciences