Tuesday, January 11, 2022
Program times are listed in Eastern Standard Time.
Yoga on the Beach
7:15am - 8:15am
Loews Miami Beach Hotel Beachfront
You must
register separately for this event.
The deadline to register for Yoga is January 8th.
Sponsored By:
Registration
8:00am - 5:00pm
Americana Foyer
Sponsored By:
Networking Breakfast
8:00am - 10:00am
Americana Foyer
Networking Breakfast Sponsored By:
Opening Remarks
9:00am - 9:05am
Americana 1-4
Past Chair, CREFC Board of Governors,
Adam Behlman, Starwood
Lending Time Warp: The Future of CRE Finance (Closed to Media, Not Available for Replay)
9:05am - 10:05am
Americana 1-4
Moderator:
Jack Cohen, CRI, CMB,
Managing Director, ArrowMark Commercial Real Estate Finance
Panelists:
Brian Bailey,
Subject Matter Expert, CRE & Senior Policy Advisor, Federal Reserve Bank of Atlanta
Daniel J. Baker,
EVP, KeyBank Real Estate Capital
Lisa Bozzelli,
Senior Director, Fannie Mae
Gary Dinka,
Managing Director and Head of Production, MetLife Investment Management
James Dunbar,
Senior Managing Director, Värde Partners
Lainie Kaye,
Managing Director, Deutsche Bank Securities Inc.
Wayne Potters,
Head of CMBS, Lev
Alan Todd, CFA,
Head of US CMBS Research,
Managing Director, Bank of America
A diverse group of leaders representing a wide variety of capital sources will explore how the real estate finance industry has changed since the onset of the pandemic and, more importantly, how it may change going forward.
- Are certain capital providers better positioned to win business going forward? Have certain lender types or loan types lost ground in recent years? Is further consolidation coming?
- How has the asset class mix changed for lenders? And where do we go from here? How can lenders scale in emerging alternative asset classes?
- Are lending fundamentals still in balance? If (when?) rates rise will the property markets and lenders be able to adjust. Performance has been strong thus far, will this continue?
- There is a war for talent. How do you develop firm culture, young professionals and emerging leaders in a hybrid or work from home environment?
- What needs to change going forward? Are there risks on the horizon from new capital sources? Foreign capital? Crowdfunding?
Session Sponsored by:
Networking Break
10:05am - 10:25am
Americana Foyer
Building Diversity and Inclusion: Benefits Beyond the Bottom Line
10:25am - 11:15am
Americana 1-4
Moderators:
Adam Behlman,
President and CIO, REIS, Starwood Property Trust and
President, Starwood Mortgage Capital
Richard S. Slaton, CCIM,
Senior Vice President,
Community Development Banking, Bank of America
Panelists:
Chris Drew,
Senior Managing Director, Miami Office Co-Head, JLL
Emilie Ninan,
Partner & Finance Dept. Co-Chair, Ballard Spahr LLP
Francisco Paez,
Head of Structured Products Research, MetLife Investment Management
Jon Tilli,
Director, Deutsche Bank
Discussion Topics:
- DEI best practices: Recruiting, retention and relation
- Goals and gauging progress
- CREFC DEI Committee initiatives
Sponsored By:
Luncheon
11:45am - 1:45pm
Americana 1-4
Luncheon Sponsored by:
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A Conversation With Derek Jeter
12:45pm - 1:45pm
Americana 1-4
Derek Jeter, Miami Marlins CEO, Entrepreneur, Philanthropist, National Baseball HOF Member and Former New York Yankee
Moderated by:
Annemarie DiCola,
Chief Executive Officer, Trepp, Inc.
Bob Foley,
Chief Financial Officer, TPG RE Finance Trust, Inc.
Networking Break
1:45pm - 2:15pm
Americana Foyer
Tech Check: Disruption & the Future of Technology in CRE
2:15pm - 3:05pm
Americana 1-4
Moderator:
Jeanne Casey,
Head of PropTech and Innovation, Nuveen
Panelists:
Luis Amador,
Head of Commercial Real Estate, Moody’s Analytics
Chris Bushart,
Senior Vice President, DBRS Morningstar
Zander Geronimos,
Head of Strategic Partnerships and Business Development, MetaProp
Ben Schweitzer,
Co-Founder & Chief Product Officer, GPARENCY
This panel will explore the evolving world of technology in the commercial real estate sector. The real estate industry has been slow to adopt new technologies. However, as new technologies emerge the impact on the built environment can be dramatic. Why has the industry been a slow adopter? And more critically, where are we going from here? Will the real estate investment business see consequential changes going forward? Specifically the panel will touch on:
- Past – what legacy systems have been disrupted? (e.g., basic workflow tools)
- Present – where is tech being embraced? What is being piloted and what are the early results? (e.g., alternative data sources)
- Future – what’s next? What can we expect to learn from looking at SFR tech or other industries to inform the future? (e.g., drones/computer vision for inspection/insurance use cases)
Sponsored By:
Networking Break
3:05pm - 3:20pm
Americana Foyer
Borrowing Time: Perspectives from Owners and Borrowers (Closed to Media)
3:20pm - 4:10pm
Americana 1-4
Moderator:
Richard Hill,
Managing Director, Head of US CRE Research, Morgan Stanley
Panelists:
Carlos Burneo,
Senior Director - Housing Investments, Nuveen
Michael Corridan,
Managing Director, Kawa Capital
A. Michael May,
President, Silverstein Capital Partners
Gerard Sansosti,
Executive Managing Director, JLL Capital Markets
Steve Schwartz,
Managing Director, H.I.G. Capital | Bayside Capital
Tim Stoner,
Managing Director, USAA Real Estate
Discussion Topics
- How competitive are the lending markets right now? Is CMBS, banks, insurance or debt funds a better source of capital? How are you managing the $2.4tn of maturing mortgage loans over the next 5-years?
- Do we anticipate any significant delays to stabilization impacting maturities?
- What’s driving the near records amounts of dry powder targeting CRE? Is the asset class emerging as a viable alternative to traditional fixed income?
- What’s the impact of the transition to SOFR? Will there be a disconnect between LIBOR based loans and SOFR based securitizations?
- What’s the biggest macro risk facing CRE? Rising rates, COVID, economic slowdown, another blackswan?
- Is there value in office and retail real estate? What separates high quality from the rest of the pack?
- Are industrial, storage and multifamily priced to perfection? What signs should we be looking for that it’s a bubble? Are there any additional risks with these property types that are being overlooked?
Sponsored By:
Networking Break
4:10pm - 4:20pm
Americana Foyer
There’s No Place Like Home: Multifamily and Housing Trends and Outlook
4:30pm - 5:20pm
Americana 1-4
Moderator:
David Brickman,
CEO, NewPoint Real Estate Capital and
Executive Chairman, Meridian Capital Group
Panelists:
Christopher Hoeffel,
President, CoreVest
Debby Jenkins,
Head of Housing, Kayne Anderson Real Estate
Greg Michaud,
Managing Director,
Head of Real Estate Finance, Voya Investment Management
Scott Waynebern,
President, Limekiln Real Estate and
Co-Managing Member, MF1
Discussion Topics:
- Multifamily and residential fundamentals
- What are the major risks to the multifamily and residential housing outlook?
- Market composition for multifamily debt
- Is a separation developing between affordable housing and market rate multifamily?
- The outlook for SFR
Sponsored By:
Networking Reception
5:00pm - 7:00pm
Americana Foyer
Reception Sponsored By:
CREFC PAC Reception*
5:30pm - 7:00pm
Rum Line
Sponsored By:
* A minimum contribution of $500 for the event is requested.
For under 40, a minimum contribution of $250 is requested.
For 30 and under, a minimum contribution of $22 is requested.
Payable prior to the event of onsite.
For additional information please contact Christina Perez, cperez@cref.org
Contributions to CREFC PAC will be used to support candidates in federal election campaigns. These contributions are strictly voluntary and anyone has the right to refuse to contribute without reprisal. Any guidelines that may be suggested are only suggestions. All are free to contribute more or less than the guidelines up to the yearly maximum of $5,000, and no one will be favored or disadvantaged in their membership because of the amount of their contribution or their decision not to contribute. All contributions must be from personal funds and may not be reimbursed or paid by any other person or entity. Contributions from foreign nationals are prohibited. Contributions from federal contractors, and the treasury funds of corporations, labor unions, and national banks are prohibited. Federal law requires political committees to use their best efforts to obtain and report to the Federal Election Commission the name, mailing address, occupation, and name of employer for each individual whose contributions aggregate in excess of $200 in a calendar year. Contributions or gifts to CREFC PAC are not tax deductible.