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Past National
​Real Estate Conferences

San Diego, CA - April 17-19, 2019

4/22/2019

 

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

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