Commercial Real Estate Finance Summit - West Leadership
Summit Co-Chairs:
Nik Chillar,
Managing Director, Belgravia Capital Management
William O’Connor,
Partner, Thompson & Knight LLP
Planning Committee:
Christine Boyd,
Associate, Apollo Global Management
Kevin Donahue,
Senior Managing Director, C-III Capital Partners LLC
James Gosse,
Senior Vice President, Ten-X
David Harrison,
Senior Vice President, PNC Real Estate/Midland Loan Services
Kevin May,
Director, GRS Group
Eric McGuirk,
Analyst, KeyBank Real Estate Capital
Debra Morgan,
Managing Partner, BlackEagle Real Estate Partners
Donald Sheets,
Managing Partner, AlumCreek Holdings LLC
Mark Zytko,
Co-Founder, Mesa West Capital
Program - Tuesday, May 9, 2017
Registration
11:00am - 5:00pm
Starlight Foyer
Networking Luncheon
11:30am - 12:30pm
Wedgewood Ballroom
Welcome
12:30pm - 12:45pm
Starlight Ballroom
Opening Remarks:
Lisa Pendergast,
Executive Director, CRE Finance Council
Market Updates
12:45pm - 1:45pm
Starlight Ballroom
Moderator:
Lisa Pendergast,
Executive Director, CRE Finance Council
Panelists:
Sujan Patel,
Co-Head of US Investment Management, Colony Northstar
Sean Ryan,
Associate Director, HFF
Marc Schuster,
President & Chief Executive Officer, Valhalla Financial, Inc.
Eric Thompson,
Senior Managing Director, Kroll Bond Rating Agency
Chris Tokarski,
Managing Partner, ACORE Capital
Harris Trifon,
Portfolio Manager - CRE Debt, Western Asset Management Company
Discussion Topics:
- What needs to be on your market’s (or everyone’s) radar but isn’t? In other words, what do you find concerning or interesting (business, policy, current events etc) that isn’t part of the conversation?
- By the same token, what in your view is overhyped and why is it overhyped?
- We live in a time where technological changes can have broad ripple effects. We often hear about the challenges this can present to the industry (e.g. online shopping; working remotely), but are there example of new or emerging technologies that have had a positive impact?
Networking Break
1:45pm - 2:00pm
Starlight Foyer
D.C. Update
2:00pm - 2:30pm
Starlight Ballroom
Marty Schuh,
Senior Director, Head of Government Relations, CRE Finance Council
Jeff Strunk,
Partner, Forbes-Tate Partners
Extra Special Servicing: Beyond Loss Mitigation
2:30pm - 3:30pm
Starlight Ballroom
Moderator:
David Harrison,
Senior Vice President, Midland Loan Services / PNC Real Estate
Panelists:
William Clarkson,
Senior Vice President, Torchlight
David Iannarone,
President, CWCapital
Job Warshaw,
Managing Director, Head of Special Servicing, LNR Partners, LLC
Discussion Topics:
- How does the evolving nature of the business challenges current established business models?
- How does the evolving regulatory environment impacts the day to day business inside special servicing shops?
- How does the workout process changes as 2.0 deals move into special servicing?
- What does the landscape look like given the rapid evolution in commercial real estate fundamentals, as driven by technology and the broader world around us
Networking Break
3:30pm - 4:00pm
Starlight Foyer
High Yield Lending & Debt Investing
4:00pm - 5:00pm
Starlight Ballroom
Moderator:
Mark Zytko,
Co-Founder, Mesa West Capital
Panelists:
Larry Grantham,
Co-Founder, Portfolio Manager, Calmwater Capital
Mark Jacobs,
Managing Partner, Oaktree Capital Management, L.P.
Debra Morgan,
Managing Partner, BlackEagle Real Estate Partners
Charlie Rose,
Senior Director, Structured Investments, Invesco Real Estate
Daniel Sefcik,
Managing Director, BlackRock
Discussion Topics:
- Market trends
- Concerns in the industry
- Effective changing interest rates in High Yield Investing
Networking Reception
5:00pm - 7:00pm
Front Drive
Program information still being coordinated and is subject to change.
Program - Wednesday, May 10, 2017
Registration
8:00am - 4:00pm
Starlight Foyer
Breakfast
8:00am - 10:00am
Wedgewood Ballroom
B-Piece Investing: As Easy as 1,2,3?
9:40am - 10:40am
Starlight Ballroom
Moderator:
Nik Chillar,
Managing Director, Belgravia Capital Management
Panelists:
Morris Chen,
Portfolio Manager - CMBS/CRE, DoubleLine
Josh Cromer,
Managing Director, Rialto Capital Management
Scott Douglass,
Co-Founder & Chief Investment Officer, Prime Finance
Randolph Wolpert,
Principal, Eightfold Real Estate Capital
Discussion Topics:
- what does "first loss" really mean
- how do investors mitigate and manage their risks
- are CMBS b-piece investor expectations any different from a portfolio lender's
- how does the B-piece appetite for risk change over time and cycles and how does that impact borrowers and loan structure/pricing.
- role of the B-piece investor in special servicing situations and in "lender approvals"
Networking Break
10:40am - 11:10am
Starlight Foyer
Issuers and Investors: Catching Waves On The Left Coast
11:10am - 12:05pm
Starlight Ballroom
Moderator:
Paul Vanderslice,
Managing Director, Citigroup Global Markets
Panelists:
Alan Flatt,
Director, Real Estate Structured Finance, Bank of America Merrill Lynch
Chuck Lee,
Director, Credit Suisse Securities (USA) LLC
Patrick Sargent,
Partner, Alston & Bird LLP
Debbie Slogoff,
Managing Director, CorAmerica Capital, LLC
Discussion Topics:
- Why has Retail suddenly become the new Risk Retention
- Real estate Debt Providers- CMBS, Life Co’s, Agencies, Alternative Lenders – too much or not enough to sustain equity values
- Credit Curve, Spreads and Value. What drives final pricing decisions?
- Regulation- has it helped or hindered the real estate debt markets?
Networking Luncheon
12:05pm - 1:15pm
Wedgewood Ballroom
Keynote
1:15pm - 2:15pm
Starlight Ballroom
Speaker:
Peter Muoio,
Ph.D., Executive Vice President, Ten-X
View Presentation
Networking Break
2:15pm - 2:45pm
Starlight Foyer
Changes in Real Estate Law that Matter
2:45pm - 3:45pm
Starlight Ballroom
Moderator:
William J. Hoffman,
Chairman & CEO, Trigild, Inc.
Panelists:
Lorna Banister,
Counsel, Ballard Spahr
Denise Dell-Powell,
Partner, Burr & Forman LLP
Merrick L. “Rick” Gross,
Shareholder, Carlton Fields
Meagen Leary,
Partner, Duane Morris LLP
William O’Connor,
Partner, Thompson & Knight, LLP
Discussion Topics:
The current update on what has happened, what may soon happen, and the outlook for 2017 and beyond:
- Recreational marijuana - State v. Fed
- Drive-by ADA lawsuits - still?!
- Diversity issues for CRE Trusts
- Liquidated Damages Clauses
The Multi-Generation Workforce:
What Can We Learn From Each Other
3:45pm - 5:00pm
Starlight Ballroom
Moderator:
Lorna Banister,
Counsel, Ballard Spahr
YP Panelists:
Christine Boyd,
Associate, Apollo Global Management
Christopher Meltzer,
Associate, Sheppard, Mullin, Richter & Hampton LLP
Caroline Stephenson,
Managing Director, Arrimus Capital
Veteran Panelists:
Nik Chillar,
Managing Director, Belgravia Capital Management
Meagen Leary,
Partner, Duane Morris LLP
Darren Tappen,
Senior Vice President, Kidder Matthews
Discussion Topic:
Many generations are represented by professionals in the CRE finance industry and can all learn and inspire each other. Seasoned veterans with knowledge and experience and young professionals with a fresh perspective and ready acceptance of emerging technologies will share their insights, advice and concerns on the future in the industry during this interactive roundtable discussion.
Networking Reception
5:00pm - 7:00pm
Front Drive
Program information still being coordinated and is subject to change.
Attendee List
Sponsors
Young Professionals
CREFC invites Young Professionals to attend the Commercial Real Estate Finance Summit - West for a special rate.
To qualify, you
MUST be 30 years of age or less . Your Young Professional status must be vetted in our membership database before qualifying for the discounted rate and
you need to sign up online first by Wednesday, May 3, 2017.
Young Professional Registration - entire program
$185 - Member
$285 - Non-Member
Contact
Sara Thomas or call (202) 448-0857 for all other inquires.
Registration Fees
You must login to register.
$369 - Early Member Registration (on or before April 21, 2017)
$469 - Early Non-Member Registration (on or before April 21, 2017)
$399 - Regular Member Registration (After April 21, 2017)
$499 - Regular Non-Member Registration (After April 21, 2017)
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.
Accommodations
CRE Finance Council has reserved a room block at the Fairmont Miramar Hotel & Bungalows at discounted rates from $339 - $399++.
Click here to reserve at the Fairmont or to make a reservation by phone, please call 866-964-7262 and reference the West Coast Distressed Debt Summit 2017.
The cut-off date for reserving a discounted room is Friday, April 14, 2017. Discounted rooms may sell out before this date based on availability.