Commercial Real Estate Finance Summit - West



Commercial Real Estate Finance Summit - West


CRE Finance Council is pleased to announce the Commercial Real Estate Finance Summit - West. The 2019 Summit - West will be held on May 7th and 8th and hosted at the Fairmont Miramar Hotel in Santa Monica, CA.

Summit - West Leadership

Summit Co-Chairs:
Nik Chillar, Principal, Crescit Capital Strategies
William O’Connor, Partner, Thompson & Knight LLP

Planning Committee:
Lorna Banister
, Of Counsel, Stinson Leonard Street LLP
David Barksdale, Partner, Loeb & Loeb LLP
Patrick Crandalll, Managing Director, CapitalSource
Shannon Erdmann, Director, Guggenheim Partners
Marc Schuster, President and CEO, Valhalla Financial, Inc.
Craig A. Welin, Shareholder/Attorney, Frandzel Robins Bloom & Csato, LC


Program - Tuesday, May 7, 2019

Registration
11:00am - 5:00pm
Starlight Foyer

Networking Luncheon
11:30am - 12:30pm
Wedgewood Ballroom

Welcome Remarks & Legislative and Regulatory Briefing
12:30pm - 1:00pm
Starlight Ballroom

Lisa Pendergast, Executive Director, CRE Finance Council

The Real Estate Landscape:  Change is the Only Constant
1:00pm – 2:00pm
Starlight Ballroom

Moderator:
David Barksdale, Partner, Loeb & Loeb LLP

Panelists:
Keith Honig, Managing Director and Head of Commercial Mortgage Origination, Pacific Life Insurance Company
Warren Min, Managing Director, Oaktree Capital Management, L.P.
Steven Oh, Senior Vice President, Development, Related California
Melissa Reagen, Managing Director, Head of Research, Americas, Nuveen Real Estate

Discussion Topics:
- Real estate cycle – smooth sailing, soft landing or bracing for impact?
- Market composition and shifts in bargaining power
- Liquidity and financing
- Climbing property values
- Rising interest rates
- Tax reform and opportunity zones
- Role of technology – an edge or a necessity?

Networking Break
2:00pm – 2:15pm
Starlight Foyer

Hard Hat Lending: Construction Loans Today
2:15pm - 3:15pm
Starlight Ballroom

Moderator:
Bill Fishel, Senior Managing Director, Los Angeles Office Co-Head, HFF

Panelists: 
Jason Choulochas, Regional Director, Bank OZK
Brian Clark, Managing Director, Senior CMBS Originator, Natixis 
Kyle Jeffers, Managing Director and Head of Western Region Originations, ACORE Capital
Siobhan M. O’Donnell, Of Counsel, Ballard Spahr LLP
Thomas Whitesell, Group Head, CapitalSource

Discussion Topics:
- Pre-leasing requirements in the market today
- Recourse vs non-recourse as it relates to P&I
- Pricing and structure
- Timing: How soon is too soon? When and how can funding come in?
- Efficiency of capital
- Cost overruns
- Operative inputs (YOC, LTC, sponsorship analysis, GMAX/GMP)

Networking Break
3:15pm - 3:30pm
Starlight Foyer

Non-Bank Lenders & Non-U.S. Banks
3:30pm - 4:30pm
Starlight Ballroom

Moderator:
Patrick Crandall, Managing Director, CapitalSource

Panelists:
Robin Potts, Co-Head of Real Estate, Canyon Partners Real Estate LLC
David Sotolov, Managing Director, Annaly Capital Management
Teresa Zien, Senior Director, Invesco
Adam Zoger, Managing Director, PCCP, LLC

Additional speakers and discussion topics to be announced.

The Green Rush: Real Estate and Financing Implications of Cannabis
4:30pm - 5:30pm
Starlight Ballroom

Moderator:
Brandy Gray, Managing Member, BG Enterprises LLC

Panelists:
Oren Bitan, Shareholder, Buchalter
Maier N. Rosenberg, CPA, Partner, CohnReznick
Additional panelists to be announced.

Discussion Topics:
- Navigating cannabis banking issues
- Mitigating your risk and staying compliant
- Opportunities in debt and financing
- Landlord considerations and protections
- Reap the rewards of this unprecedented opportunity, while also avoiding the pitfalls 
- Recreational or medical; agriculture, manufacturing or commercial, finding the best option for strong returns

Networking Reception
5:30pm - 7:00pm
Front Drive


Please note that the program is still being coordinated and is subject to change.


Program - Wednesday, May 8, 2019

Registration
8:00am - 4:00pm
Starlight Foyer

Networking Breakfast
8:00am - 10:00am
Wedgewood Ballroom

B-Piece
9:00am - 10:00am
Starlight Ballroom

Panelists:
Leland Bunch, Managing Director, Bank of America Merrill Lynch
Chapin Hunt, Managing Director, LoanCore Capital, LLC

Additional speakers and discussion topics to be announced.

CRE CLOs: Flavor of the Day or Here to Stay?
10:00am - 11:00am
Starlight Ballroom

Moderator:
Shannon Erdmann, Director, Guggenheim Partners

Panelists:
James Chung, Chief Investment Officer, Debt Strategies, Bridge Investment Group
Kim Diamond, Principal & Head of Credit/Structuring, Crescit Capital Strategies
Stuart Goldstein, Partner & Co-Chair, Capital Markets, Cadwalader, Wickersham & Taft LLP 
Avinash Sharma, Executive Director, J.P. Morgan
Eric Thompson, Senior Managing Director, Real Estate, Kroll Bond Rating Agency, Inc.
Daniel Vetter, President, M360 Advisors, LLC

Discussion Topics:
- Does the CRE CLO market have staying power through a cycle?
- Warehouse lines vs CLOs – factors to consider when making financing decisions
- The impact of intense competition among issuers/transitional lenders on debt quality
- The evolution and standardization of the CRE CLO structure
- Is the reporting in CRE CLO getting better?

Networking Break
11:00am - 11:30am
Starlight Foyer

Keynote Speaker Session
11:30am - 12:30pm
Starlight Ballroom

Featured Speaker:
Ethan Penner, Managing Partner, Mosaic Real Estate Investors, LLC

Interviewed by Lisa Pendergast, Executive Director, CRE Finance Council

Networking Luncheon
12:30pm - 1:30pm
Wedgewood Ballroom

Gravity Affects Everything, Even Real Estate Values 
1:30pm - 2:30pm
Starlight Ballroom

Moderator:
Marc Schuster, President and CEO, Valhalla Financial, Inc.

Panelists:
Julia Butler, Director, KKR
Kevin Donahue, Executive Managing Director, SVN

Additional panelists and discussion topics to be announced.

Servicing
2:30pm - 3:30pm
Starlight Ballroom

Moderator: 
Craig A. Welin, Shareholder/Attorney, Frandzel Robins Bloom & Csato, LC

Panelists: 
David Harrison, Senior Vice President, PNC Real Estate/Midland Loan Services
Kathleen Olin, Managing Director, Industry Initiatives, CRE Finance Council
Curt Spaugh, Director, Situs
Robert Verrone, Principal, Iron Hound Management Company, LLC 

Discussion topics to be announced.

Networking Break
3:30pm – 4:00pm
Starlight Foyer

A Look Into the Black Box of Underwriting  
4:00pm - 5:00pm
Starlight Ballroom

Moderator:                           
Lorna Banister, Of Counsel, Stinson Leonard Street LLP

Panelists:
Lindsay Dunn, Senior Vice President, City National Bank 
Jaime Zadra, Principal, PGIM Real Estate Finance

Additional panelists and discussion topics to be announced.

Networking Reception
5:00pm - 7:00pm
Front Drive


Please note that the program is still being coordinated and is subject to change.


Sponsorship

Sponsorship of the Commercial Real Estate Finance Summit - West increases your company’s recognition, reputation and leadership within the industry. View the 2019 Sponsorship Guide here and sign up here.

For more information about sponsorship, please reach out to Meghan Roberts at 202.448.0862.


Thank you to our Sponsors
Lead Sponsor




Platinum Sponsors






Gold Sponsor


Silver Sponsors
























Media Sponsors










Registration

Early Registration Rates
$525 - Member (Postmarked on or before April 12, 2019)
$695 - Non-Member (Postmarked on or before April 12, 2019)

Regular Registration Rates 
$625 - Member (After April 12, 2019)
$775 - Non-Member (After April 12, 2019)

Investor* Rates
$495 - Member
$595 - Non-Member

*I represent that I invest in agency or non-agency CMBS and/or CRE CLOs either directly or on behalf of financial institutions or funds for which I work in order to receive the Investor discounted rate. If I elect this discounted rate without qualifying, I agree to pay the difference of the full rate required (rate based on original date of registration); if I do not pay the difference, I understand my registration will be cancelled/refunded. I also understand that I may be contacted by a CREFC representative to provide additional information to retain this rate. CREFC reserves the right to change, delete, or otherwise modify the information required without any prior notice. Please note the cancellation policy for refunds below also applies.

Young Professional** Registration Rate 
$250 - Member (available to CREFC members only)
**must be approved for the discounted rate in advance

Academic Member*** Registration Rate
$250 - 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.

 

Accommodations

CRE Finance Council has reserved a room block at the Fairmont Miramar Hotel & Bungalows. Rooms start at $359++ per night.

CRE Finance Council Hotel Room Block Policy:
Only conference attendees will be able to reserve rooms in our hotel room block. If you are not registered for the conference, your room will be released. Registrants are responsible for all the hotel nights they reserve. Early departure from the hotel does not negate this responsibility. The hotel will require full payment upon your departure.

Fairmont Miramar Hotel & Bungalows Santa Monica
101 Wilshire Boulevard
Santa Monica, CA 90401

Click here to reserve at the Fairmont 
or to make a reservation by phone, please call 1-866-540-4470 and reference the CRE Finance Council. Discounted rooms may sell out based on availability.


CLE Credits

CREFC will be offering CLE (continuing legal education) credits for Summit - West. Please complete this online form prior to the conference. 
 
In order to receive CLE credits, you must sign in at the CLE desk in the registration area at the conference. If you have any questions regarding CLE credits, contact Daniela Schneider.

When
5/7/2019 - 5/8/2019
Where
Fairmont Miramar Hotel & Bungalows
101 Wilshire Boulevard
Santa Monica, CA 90401
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.

Note:

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.

Sign In

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