Costa Mesa, CA | April 26 - 28, 2017

2017 Schedule of Events & Session Details

Wednesday, April 26, 2017 | The Westin South Coast Plaza
5:00pm - 7:00pm
Welcome Reception & Registration

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Thursday, April 27, 2017 | The Westin South Coast Plaza
9:00am – 10:00am | Opening Session
#101 - Trading Risk for Reward, CRE Leaders Discuss the Opportunities and Challenges They Face

• Value vs. cash flow         
• Primary vs. secondary/tertiary  
• The five main food groups vs. alternative asset classes  
• Wall Street (institutional borrowers) vs. Main Street (local players)

Moderator: Chris Albano - Citi
Clay Sublett - KeyBank
Craig A. Moyer - Wells Fargo Securities
J.T. Sizemore - Blackstone
David Perlman - Natixis Real Estate Capital, LLC

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

10:45am – 11:45am | Concurrent Sessions
#201 - Creative Loan Structures are Becoming More Essential Than Ever to Get Deals Done

• How to get a loan closed using good assets in marginal locations for collateral     
• Why owners and sponsors of great assets in core markets still rely on private capital to finance acquisitions and construction improvements       
• Leveraging your current portfolio to add assets to your real estate portfolio

Moderator: Clark Briner - Revere Capital
Michael Butz - Torchlight Investors
Jason Bressler - Mesa West Capital
Philip W. Cyburt - Monday Properties
  
#202 - Proactive Strategies and Actions that Enhance the Cash Flow and ROI of Real Estate Investments

• Purchase price allocation actions that enhance cash flow & ROI 
• Cost segregation analysis generates major tax savings   
• Renovation and new construction design choices that reduce taxes        
• Construction/renovation planning and execution            
• Property tax reduction strategies before closing, renovation & occupancy

Moderator: Richard R. Swarts - Paragon Valuation Group
Frank Slaughter - National Tax Resource Group
Samuel E. Cicero, Jr. - Cicero's Development Corporation

12:00pm – 1:00pm | Concurrent Sessions
#301 - Bridge Lending

• Best practices to navigating competitive landscape
• Adaptive life cycle of bridge lenders
• Construction financing from bridge lenders
• Case studies     

Moderator: Brett D. Forman - Trez Forman Capital
Michael Fleischer - Related Fund Management
Brian Good - iBorrow, L.P.
Ren R. Hayhurst - Bryan Cave, LLC
  
#302 - Financing Value-add Strategies in Today’s Lending Market

• When considering a value-add strategy, what type of financing is available in today's market      
• What are all the costs and considerations to think about when evaluating financing options?      
• How can picking the right financing structure and provider maximize value to the ownership?    
• From a capital provider’s perspective, what's "hot" in today's market?

Moderator: Michael Klein - Freedom Financial Funds, LLC
Charlie Rose - Invesco Real Estate
Jason Bressler - Mesa West Capital
Thomas Farrell - Landmark Capital Advisors

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

2:30pm – 3:30pm | Concurrent Sessions
#401 - Small Balance Lending – The Outlook for 2017

• Small Loan Outlook for GSEs and Banks
• New Small Balance Products
• 2017 Production and Market Trends for Small Cap Properties
• Innovation Through Technology and Process in the Small Balance Lending Space

Moderator: Rick Warren - Hunt Mortgage Group
Randy Fuchs - Boxwood Means, LLC
David B. Cardwell - Freddie Mac
Ann Atkinson - Fannie Mae
Adam Karrer - MUFG Union Bank
  
#402 - The Economics of Environmental Risk: Solving for Deal Success

• Survey findings on the broader CRE community's views on environmental risk, including:
• How often does an environmental issue kill a deal or cause a loss on an investment?
• What drives your risk tolerance?
• Using insurance, cleanup, contingencies and other solutions to manage risk, move forward with deals and stay competitive in today’s market

Moderator: Jenny Redlin, REPA - Partner Engineering and Science, Inc.
Canaan Crouch - Landmark E&S Insurance Brokers, LLC
Keith B. Walker - Cox Castle
Michael L. Sanchez - RealtyMogul.com

3:45pm – 4:45pm | Concurrent Sessions
#501 - Seeking Yields in Secondary Markets

• Trends in secondary markets vs. primary markets            
• Capital market flow vs. economic fundamentals in secondary cities         
• Financing deals in secondary markets    
• Finding joint venture operators in secondary markets    

Moderator: Andrew Kirsh - Sklar Kirsh LLP
Eliot Bencuya -Tryperion Partners
Keith Wasserman - Gelt Inc.
Kevin Miller - Thorofare Capital
  
#502 - Construction Lending

• Understand how to get a loan from a bank in today's regulated climate
• Learn what you can do with "Private Capital" and higher LTV's
• Consider the impacts of EB-5 construction financing and how to get more bank with your buck
• Look at NNN transactions and learn how to maximize your investment funds with credit tenants
• Learn how to get 95% LTC construction loans with a permanent loan at 3.9% in today's market, from a Life Insurance Company

Moderator: Richard Hill Adams - American Realty Capital Markets
Ralph N. Cram - Envoy Net Lease Partners
William Valentine, President - Vale Capital
Bruce W. Beck - Citizens Business Bank
Steven Anapoell, Esq. - Bridgeforth Capital, LLC
James Belanic - Preferred Bank

4:45pm - 6:15pm
Networking Reception

Friday, April 28, 2017 | The Westin South Coast Plaza
9:00am -10:00am
#601 - Alternatives to Traditional Capital: The Increased Prominence of Private Lenders and Family Office Investors

• There is a growing void between the capital needs of real estate developers and what the regulated lenders and institutional equity providers are willing to do. Can the non-regulated lenders and sub-institutional equity sources fill this void?      
• Commercial banks continue to be under tight regulatory scrutiny, which reduces their capacity and desire to do construction loans. As fund sizes grow and investment minimums increase, the void in smaller equity investments is becoming more prominent
• With this shift in traditional capital sources, the panel will address who the players are, their cost of capital and what is their appetite for risk
• What is the best way for a real estate developer to identify and approach a family office? Similarly, how does a real estate developer determine who the legitimate private lenders are and who would be the best fit for their project?

Moderator: Thomas Farrell - Landmark Capital Advisors
Matthew Doerr - Buchanan Street Partners
Adam Luysterborghs - Avant Capital Partners LLC
Adam S. Horowitz - Horowitz Group

10:15am - 11:15am | Concurrent Sessions
#701 - The Emergence of Regulation A+ REITS (Best Practices for Reaching an Audience Through Different Methods of Marketing, Investing)

• What is the value proposition of a “direct to investor” crowdfunding model?      
• Breaking down the logistics and economics of a Regulation A+ REIT         
• Regulation A+ REIT marketing strategies for success       
• Post Regulation A+: Investor Relations  

Moderator: Darren Marble - CrowdfundX 
Jeffrey Karsh - stREITwise.com
Elizabetth Braman - RealtyMogul.com
Joan F. Dromey - Computershare
  
#702 - Equity for Deals under $100 Million

• Different types of equity - core, core plus, value-add & opportunities    
• Different sources of equity - family office, life company/pension fund, PE Fund              
• Cutting edge structures
• Cost of capital

Moderator: Gary E. Mozer - George Smith Partners, Inc.
Kev Zoryan - Morgan Stanley
Jeff Brown - BlackRock
Dani Evanson - RMA

11:30am - 12:30pm | Closing Session
#801 - Outline of Larger CRE Regulatory Influences Including HVCRE, CMBS Risk Retention and OCC 300% Threshold Application

• Regulatory influences on the availability and costs of CRE financing         
• Impact of the Trump and Republican election sweep     
• What regulation may be impacted, if any?           
• How should borrowers approach lenders in the new world?

Moderator: Mark Fluent - Deutsche Bank Securities, Inc.
Nik Chillar - Belgravia Capital
Daniel Borland, SVP - Wells Fargo
Martin Schuh - CRE Finance Council

12:30pm | Conference Concludes

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2017 Conference Sponsors

Gold:
Investor Management Services, LLC

Silver:
Bolour
Columbia Pacific Advisors
Hunt Mortgage Group
LoanDocSolutions

Bronze:
CompStak
The Helvetica Group
POPIC, LLC
SmallBalance.com (powered by Boxwood Means, LLC)
Western Real Estate Business
Windvest Corporation