Costa Mesa, CA - April 24-25, 2018

2018 Schedule of Events & Session Details

Tuesday, April 24, 2018 | The Westin South Coast Plaza
​5:00pm - 7:00pm
Welcome Reception & Registration

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Wednesday, April 25, 2018 | The Westin South Coast Plaza
​9:00am – 10:00am | Opening Session
#101 - The Next Downturn May Be on the Horizon - How are you Preparing For it?

• Considering where we are in the cycle, as a Sponsor, how are you looking at new opportunities in terms of risk profile, asset class and capital structure? How are you positioning your balance sheet-liquidity, leverage, debt maturities, etc.? Are you a net seller? Are you taking a longer view, anticipating a mild correction?
• As active investors, how are you approaching 2018 and 2019, anticipating some degree of correction in the market. What returns are you targeting? What asset classes are in favor/disfavor? Are you staying within primary markets or open to secondary/tertiary markets? Are you changing your typical structure in response to being late in the cycle?
• How are regulated lenders reacting to the elongated cycle we are in? What are Banks doing structurally to reduce risk? Which asset classes are you concerned about? What is your strategy to mitigate exposure to the down cycle? How is the regulatory environment in regards to CRE exposure and lending?
• As a private lender, are you seeing more opportunities as the Banks pull back? Are you adjusting your underwriting in anticipation of a downturn? Do you view this as an opportunity to take more market share? Are there particular asset classes or geographies that you favor?

Moderator: Thomas Farrell - Landmark Capital Advisors
Michael Singh - A10 Capital
Matthew A. Doerr - Buchanan Street Partners
William A. Shopoff - Shopoff Realty Investments, L.P.
Eric S. Boyd - CrossHarbor Capital Partners LLC

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

10:45am – 11:45am | Concurrent Sessions
#201 - Multifamily Investing/Lending - How to Buy Right, Finance Appropriately and Stay Ahead in an Ever-Changing Multifamily World

• Investing: Are there any good deals left? How to make deals work in a competitive environment and how will rent control impact deals moving forward?
• Financing: Institutional groups vs. Private groups. First mortgages, preferred equity and other creative financing solutions.
• How to adopt new technologies in order to stay ahead and compete with new players like AirBnB and Amazon. What will today's multifamily real estate companies look like in 10 years and is experiential multifamily here to stay?

Moderator: Noah Miller - Pensam Residential
Mary Ann King - Moran & Company
Matthew S. Romney - Sundance Bay
Jackson Cloak - Berkadia
Barry S. Altshuler - Equity Residential
  
#202 - Family Office Investments: Look Out Institutionals, There is a New Kid on the Block!

• How family offices work (their underpinnings and typical structure of hierarchy)
• How family offices are beginning to be a heavy weight in the real estate world and a valued alternative to the institutional player often playing the equity slug given the retraction by lenders who are less willing to lend in that 70%-75% space
  • Specific focus on why they are often the vehicles that prompted the popularity of joint ventures
• Typical trend lines that family offices exercise when they invest (asset classes favored, coupon clippers vs. private equity plays, etc.)
• Discussion on key management decisions that family offices who play as LPs typically have to accept, as well as typical returns

Moderator: Marc S. Shuster - Berger Singerman
Sam Linsky - RFLP Group
Eliot Saeedi - Angelo Gordon
Timo Kipp - Whalou Properties
Jason Herthel - Montage Hotels

12:00pm – 1:00pm | Concurrent Sessions
#301 - 2018 Housing Update and Forecast

• Housing update and forecast - what this means for the future market and 2018 and beyond
• Understand the "price wave" - the familiar pattern of home price appreciate cycle. Is there a 'bubble' in real estate prices? How large? Will it get larger?
• Gain insight into today's hot submarkets (all around the country), but also in the "next wave" submarkets.
• Recognize the key factors that need to be considered when buying lots and land.

Co-Presenter: Mark Boud - Metrostudy | Real Estate Economics
Co-Presenter: Jonathan Dienhart - Metrostudy
  
#302 - Update and Outlook on Small Balance Lending

• Benefits of small balance lending
• How participants can enjoy cost benefits, lower interest rates and flexibility
• How this form of financing is bolstering the market

Moderator: Jana Beck, Esq. - Gerson Law Firm
Mark Besharaty - Hunt Mortgage Group
Kelly Haddigan Chou - Freddie Mac
Adam Karrer - MUFG Union Bank

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

2:00pm – 3:00pm | Concurrent Sessions
#401 -  Bridge Lending/Investing Update for 2018 and Beyond

• Bridge lending/investing: market trends and facts
• Types of bridge loans available today
• Types of properties lenders are financing
• Case studies 

Moderator: Mark Bahiri - Emerald Creek Capital
Don Pelgrim - Wilshire Finance Partners, Inc.
Jordan Goforth - Ready Capital Structured Finance
James P. Kousoulas - Bryan Cave LLP
  
#402 - An Overview of Southern California Commercial Real Estate Markets and Construction Lending

• What SoCal real estate sectors are performing well: office, residential, hotels, etc.
• What areas/markets are performing well: Los Angeles, Orange Country, The Valley, etc.
• What sectors/areas are lenders making construction loans on?
• What construction mezzanine loans have been funded recently on Southern California projects?

Moderator: Bob Sonnenblick - Sonnenblick Development LLC
David C. Torgerson - Torrey Pines Bank
John Santry - Shopoff Realty Investments, L.P.
Paul S. Rahimian - Parkview Financial
Michael Fleischer - Related Fund Management

3:15pm – 4:15pm | Concurrent Sessions
#501 - How to Invest Successfully in Secondary Markets

• Why capital is flowing out of the core markets and where the capital is going
• How secondary market investors have changed and who today's investors are and why
• What to watch out for when investing in tertiary/secondary markets and what are the pitfalls
• Where the hottest secondary markets are on the west coast and why

Moderator: Robin C. Kane - The Mogharebi Group
Jackson Cloak - Berkadia
James Singleton - The Bascom Group, LLC
Paul Fiorilla - Yardi Systems
  
#502 - Private Lending: Filling in the Gap

• Cannabis Lending: Private lenders are filling in the gap which depository institutions will not touch
• Underperforming or Unstable Assets: Understand how to evaluate and lend on these assets
• Speed of Execution: Understanding how to build out your processes to compete in a marketplace where moving quickly is everything, including learning how private lenders have created their own loan origination software
• Yield Compression: Why private lenders are relying on the secondary market to reduce their cost of funds as they have experienced yields get reduced from 12% down to 8% throughout the country

Moderator: Nema Daghbandan - Geraci LLP
Noah Streit - Streit Lending
Will Nelson - Columbia Pacific Advisors
Gary Bechtel - Money360
Scott Taylor - Partners Capital Solutions

4:15pm - 6:00pm
Networking Reception

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2018 Conference Sponsors

Gold:
Lone Oak Fund, LLC

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Silver:
Columbia Pacific Advisors
Hunt Mortgage Group
​LoanDocSolutions

Bronze:
The Helvetica Group
K2 Clean Energy Capital, LLC