CREFC Annual L.A. Symposium 2018

CREFC Annual L.A. Symposium 2018


1:00pm - 6:00pm

Welcome Remarks & the Current Commercial Real Estate Trends
1:30pm - 2:00pm

Presented by:
Jim Costello, Senior Vice President, Real Capital Analytics

In the Zone: CRE Investment in Qualified Opportunity Zones
2:00pm - 2:50pm 

Raj Aidasani, Director, Research, CRE Finance Council

Gregg Bloomberg, Partner, CohnReznick
Wendi Kotzen, Partner, Ballard Spahr LLP
Ian Ross, Managing Principal, Somera Road Inc.
Tony Yousif, Director - National Accounts, SVN | CompassRock

The Tax Cuts and Jobs Act created an exciting new program to encourage capital investment in more than 8,700 Opportunity Zones selected by each of the states, District of Columbia, and U.S. possessions. This session will provide an overview of how this program works, the intent behind it, and examples of how investors and businesses can benefit from it.

Networking Break
2:50pm - 3:05pm

Lending Obscura: Specialty Assets and Loans
3:05pm - 3:55pm

Lorna Banister, Attorney, Ballard Spahr LLP

Dague RetzlaffSenior Vice President, Originations, Capital One Healthcare
Jonathan Rini, Assistant General Counsel, Real Estate Specialties Group, Bank OZK
Fredric Rosenberg, Managing Director and Head of US Credit Solutions and Direct Lending, Deutsche Bank Securities Inc.
Joel Tomlinson, Partner, Apollo Global Management, LLC

With our commercial real estate cycle in late innings, are there any opportunities left for investors or lenders?  Panelists will discuss how they are sizing up and seizing  opportunities outside the traditional CRE asset classes (i.e. Office, Retail, Multifamily, Industrial) with a view toward  specialty assets such as data centers, resorts, senior housing facilities, medical office buildings, golf courses etc.

Networking Break
3:55pm - 4:10pm

It's Raining Lenders—Gaining Traction in a Hypercompetitive Market
4:10pm - 5:00pm

Lisa Pendergast, Executive Director, CRE Finance Council 

Michael Fleischer, Managing Director, Head of Bridge & Event Driven Originations, 3650 REIT
Steve Griffin, Regional Director, Freddie Mac 
Keith Honig, Managing Director and Head of Commercial Mortgage Origination, Pacific Life Insurance Company
Matt Ruark, Senior Vice President , Head of Commercial & Healthcare Mortgage Production, KeyBank Real Estate Capital
Paul Vanderslice, Chief Executive Officer, CCRE
Teresa Zien, Senior Director, Invesco

Discussion Topics:
- How do you win deals in today’s competitive marketplace while holding the line on underwriting?
- Is spread compression the biggest challenge in the lending market?
- Where are you finding value in debt financing today?

Networking Break
5:00pm - 5:10pm

The Endless Campaign: Preview of the Political Landscape in 2019
5:10pm - 6:00pm

Kelly Wrenn, Partner, Ballard Spahr LLP - Washington, D.C.

Edward G. Rendell, Former PA Governor, DNC Chairman and MSNBC Contributor
Marty SchuhSenior Director, Head of Government Relations, CRE Finance Council

Discussion Topics: 
- What does the outcome of the election mean for commercial real estate finance? 
- Who will lead the new majority in the House? 
- How ambitious (or intrusive) is the Congressional agenda before the Presidential election year?

Networking Reception
6:00pm - 7:00pm

Program information still being coordinated and is subject to change.

CLE Credits:
We will be offering CLE (Continuing Legal Education) credits for this event and are applying for credit to the following states: CA, DE, GA, NJ, and TX. If the state you are licensed in is not listed, please fill out this online form as soon as possible. This page will be updated periodically with the states we have received approval from.

The following state has approved 4.5 credits:

The following state is pending approval:


In order to receive CLE credits, you must sign in on the CLE attendance sheet at the event. Certificates of completion will be provided on-site for the states that have already approved credits. For states in which approval is pending, please make sure you leave your contact information and a certificate will be emailed to you post-event. Attendees who do not sign in, will not receive CLE credits.

If you have any questions regarding CLE credits, please contact Daniela Schneider.

Sponsored by:

Registration:  1:00pm - 6:00pm
Program:  2:00pm - 6:00pm
Networking Reception:  6:00pm - 7:00pm

Attendee List

Price:  $85 Members / $170 Non-Members

Young Professional* Price:  $43 Members / $85 Non-Members
*must be approved for the discounted rate in advance

Academic** Price: $43 Member
**must be approved for the discounted rate in advance

By registering for this event, you agree that the CRE Finance Council may take your photograph or record video and/or audio and you consent to CREFC use and reproduction of such media for any purpose, including, without limitation, marketing and promotional purposes.
11/28/2018 - 11/28/2018
Omni Los Angeles Hotel At California Plaza
251 South Olive Street
Los Angeles, CA 90012
Please Note:

Please verify your contact and name badge information before checking out.

REGISTRATIONS ARE NON-REFUNDABLE. If a registrant is unable to attend a substitute will be accepted at no additional charge.

Contact Janie Lam or call (646) 884-7563 for registration related questions.

Contact Kim Pang or call (646) 884-7573 for After-Work Seminar, CREFC Women’s Network and speaking opportunity related questions.

Contact Caitlin Adams or call (646) 884-7577 for Young Professional and Education event related questions.

Contact Daniela Schneider or call (202) 448-0858 for CLE credit related questions.

Contact Meghan Roberts or call (202) 448-0862 for sponsorship opportunities.


In order to register for an event or purchase a product, you must be logged into the CREFC site. If you have not visited our site before, please create a new account.

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