Monday, June 13, 2022
Program times are listed in Eastern Standard Time.
The program is still in the process of being coordinated and is subject to change.
Registration and Exhibit Hall
7:30am - 5:00pm
5th Floor
Registration Sponsored by:
Networking Breakfast
7:30am - 9:00am
Networking Breakfast Sponsored by:
Women’s Network Advisory Board
8:00am - 9:00am
Marquis Ballroom B and C
Young Professionals Steering Committee
8:00am - 9:00am
Marquis Ballroom A
Welcome Remarks
9:00am - 9:30am
Westside Ballroom, 5th Floor
Chair, CREFC Board of Governors,
Eric Thompson, Kroll Bond Rating Agency, LLC
Conference Co-Chairs
Daniel Baker,
EVP, KeyBank Real Estate Capital
Wendy Pei,
Managing Director, Ellington Management
Opening Session: A Conversation With Kara McShane
9:30am - 10:30am
Westside Ballroom, 5th Floor
Featured Speaker:
Kara McShane, Head of Commercial Real Estate, Managing Director, and Executive Vice President, Wells Fargo & Company
Moderator:
Michael Lascher, Sr. Managing Director, Global Head of Real Estate Debt Capital Markets, Blackstone
Opening Session Sponsored by:
GSE/Multifamily Forum (Closed to Media, Not Available for Replay)
10:50am - 12:05pm
Westside Ballroom, Salons 1-2, 5th Floor
Moderator:
Emily Schultz, Managing Director, Head of Fannie Mae Origination, Berkadia
Panelists:
Michael Case, Vice President, Capital Markets, Freddie Mac - Multifamily
Bill Fecteau, Executive Director, Capital Markets, PGIM Real Estate
Matthew Jones, CFA, Managing Director, Director of Acquisitions, Harbor Group International
Mark Levine, Director, Blackrock
Lea Overby, Managing Director – Head of U.S. CMBS Research, Barclays Capital
Will Silverman, Managing Director, Eastdil Secured
Hear from Forum Leaders and Industry Experts on:
- General and multifamily economic overview
- Market volatility and overall rate environment and its impact on liquidity
- Alternative debt sources and market competition
- GSEs role in the current market – what’s next?
- Affordability crisis – what are the GSEs doing?
Investment-Grade (IG) Bondholders Forum (Closed to Media, Not Available for Replay)
10:50am - 12:05pm
Westside Ballroom, Salons 3-4, 5th Floor
Moderator:
Jane Rivers, Vice President, Credit Analyst, TRowe Price Associates
Panelists:
Peter Beer, Vice President and Securitized Credit Analyst, Payden & Rygel
Kyra Fecteau, Fixed Income Portfolio Manager, Wellington Management
Stav Gaon, Head of Securitized Products Research and Strategy, Academy Securities
Manish Rajguru, Portfolio Manager - CMBS, OFS Capital
Ed Reardon, Managing Director, Deutsche Bank
Richard Razza, Senior Portfolio Manager, Webster Bank
Hear from Forum Leaders and industry Experts on:
- Bear v. Bull Debate on Market Fundamentals
- There’s no I in team, but there is in INDEX
- Positioning in a Higher Interest Rate World
- Underwriting in an Inflationary Environment
Young Professionals (YP) Roundtable - Open to Young Professionals Only (Not Available for Replay)
10:45am - 12:15pm
Astor Ballroom, 7th Floor
Moderator:
Jack M. Cohen CRI, CMB, Managing Director, Arrowmark Partners
This lively discussion amongst our moderator and Young Professionals will highlight issues specific to YPs. This event is open to Young Professionals only.
Young Professionals Track Sponsored by:
Servicers Forum (Closed to Media, Not Available for Replay)
12:15pm - 1:25pm
Westside Ballroom, Salons 1-2, 5th Floor
Moderator:
Stacy Ackermann, Partner and Chair of Finance, K&L Gates
Panelists:
Richard Carlson, Managing Director, DBRS Morningstar
Adam Fox, Senior Director, Structured Finance, Fitch Ratings
Leslie Hayton, Head of CMBS Asset Management, Wells Fargo
Alex Killick, Managing Director, CWCapital
Carl McLaughlin, Vice President - Loan Servicing, Freddie Mac Multifamily
Valerie Nichols, Senior Vice President, PNC Real Estate/Midland Loan Services
Hear from Forum Leaders and Industry Experts on:
- What is working in servicing? What isn’t working?
- Rising interest rates and the effect on consents, assumptions, maturities
- Operational Risks:
- vendor management
- cyber risk
- Challenges with inconsistent SOFR clauses in loan documentation
- Predictions for remainder of 2022 and beyond
Boxed Lunches
12:30pm - 1:30pm
Westside Ballroom Foyer, 5th Floor
Boxed Lunches Sponsored by:
Depletion to Renewal: Workplace Psychological Safety (Not Available for Replay)
12:35pm - 1:35pm
Astor Ballroom, 7th Floor
Presenter:
Robin T. Farber, LCSW, Senior Consultant and Executive Coach, Loeb Leadership Development Group
Topics Include:
- Learning about what happens to us when we’re under chronic stress
- How to move oneself from “Depletion” to “Renewal”
- Three techniques to manage stress and support your mental, physical and emotional health
Young Professionals Track Sponsored by:
Portfolio Lenders Forum (Closed to Media, Not Available for Replay)
1:10pm - 2:25pm
Westside Ballroom, Salons 3-4, 5th Floor
Moderator:
Brian Olasov, Executive Director-Financial Services Consulting, Carlton Fields
Panelists:
Scott Barrie, Managing Director, Trepp Inc.
Eric Becher, Managing Director/Portfolio Manager - Debt, NY Life
Michael A. Cale, Co-Head Debt Investments, Allianz
Christopher Miculis, Managing Director, Head of Asset Management, Debt - Americas, Nuveen
Lissette Rivera-Pauley, Credit Products Team Manager - Income Property Finance, Senior Vice President, Regions Bank
Jonathan Salzinger, Director, Real Estate Corporate Banking, Bank of America
Stefanie Stewart, SVP - Real Estate Finance, Voya Investment Management
Hear from Forum Leaders and Industry Experts on:
- CREFC/Trepp Life Company Survey
- Sustainability in financing and lending
- PCAF Carbon Accounting pledge
- Current interest rate environment and its impact on:
- higher borrowing costs;
- sizing/pricing loans;
- valuations; and
- interest rate protection
- Views on Office
B-Piece Investors Forum (Closed to Media, Not Available for Replay)
1:35pm - 2:35pm
Westside Ballroom, Salons 1-2, 5th Floor
Moderator:
Lyndsay Stephenson, Managing Director, Prime Finance Partners
Panelists:
Peter Lindner, Managing Director, Credit Investment Management, Rialto
Jason Nick, CIO Private Securities, Starwood Property Trust
Wendy Pei, Managing Director, Ellington Management
Rene Theriault, Managing Director, KKR (Kohlberg Kravis Roberts)
Kevin Wodicka, Principal, Eightfold Real Estate Capital
Hear from Forum Leaders and Industry Experts on:
- Volatility and the interest rate environment
- Office and retail – trouble ahead?
- Toxic Loan Structures
Back to the Office: Workplace Trends and Benefits (Not Available for Replay)
1:45pm - 2:35pm
Astor Ballroom, 7th Floor
Moderator:
Taris G. Mullins, Facilitator and Organizational Change Consultant, Loeb Leadership
Panelists:
Annemarie G. DiCola, Chief Executive Officer, Trepp, Inc.
Sarena Ehrlich, Market Engagement Lead for Americas Consulting New York, CBRE
Michelle Hull, Senior Vice President, Global Talent Acquisition, SitusAMC
Discussion Topics:
- What practices and strategies have companies implemented in the return to the office impacting recruiting and retention;
- How have the day-to-day operations and workflow changed in a hybrid environment;
- How have companies addressed the issue of maintaining an inclusive culture in a new work environment; and
- How are employees responding to company changes in the hybrid work environment?
Young Professionals Track Sponsored by:
Issuers Forum (Closed to Media, Not Available for Replay)
2:45pm - 4:00pm
Westside Ballroom, Salons 1-2, 5th Floor
Moderator:
David Schell, Managing Director, BMO Capital Markets
Panelists:
Leland Bunch, Managing Director, Bank of America
Scott Epperson, Managing Director, Goldman Sachs
Siho Ham, Executive Director, UBS Investment Bank
Jane Lam, Managing Director, Morgan Stanley
Brigid Mattingly, Managing Director, Commercial Real Estate Securitization and Capital Markets, Wells Fargo Corporate & Investment Banking
Julia Powell, Director, Credit Suisse
Rick Simpson, Managing Director, Citigroup Global Markets
Matthew Smith, Director, Deutsche Bank
Dan Vinson, Managing Director, Barclays Capital
Hear from Forum Leaders and Industry Experts on:
- Current lending environment and expectations for 2022 for CMBS issuers and portfolio lenders
- Hot button issues facing investment grade bondholders and B-piece buyers
- Multifamily/GSE outlook in a rising rate environment
- Bridge loan sourcing, structuring, and financing in a more volatile CRE CLO market
High Yield & Distressed Realty Assets (HYDRA) Forum (Closed to Media, Not Available for Replay)
2:45pm - 4:00pm
Westside Ballroom, Salons 3-4, 5th Floor
Moderator:
Samir Tejpaul, Principal, Square Mile Capital Management LLC
Panelists:
Andrea Helm, Senior Vice President, Real Estate Solutions, Midland Loan Services, A PNC Real Estate business
Tom Rugg, Managing Director, Deutsche Bank Securities Inc.
Tony Yousif, Director - National Accounts, SVN | Vanguard
Joshua Zegen, Managing Principal, Co-Founder, Madison Realty Capital
Hear from High Yield and Distressed Asset Forum Leaders and Industry Experts on:
- Market volatility – winners and losers
- Levered Lending—Where is the Liquidity?
- Equity Markets’ Influence on Debt
- Public vs. Private Vehicles
Career Conversations and Speed Networking (Not Available for Replay)
2:45pm - 4:15pm
Astor Ballroom, 7th Floor
Moderator:
Anne Jablonski,
Executive Managing Director, SitusAMC
Speakers:
Beau Baker,
Partner, Akerman LLP
Blair Coulson,
VP-Senior Credit Officer, Moody's
Peter A. DiMiceli,
Managing Director, Deloitte Risk and Financial Advisory Securitization, Deloitte & Touche LLP
Ali Haidar,
Senior Manager, Ernst & Young, LLP
Lilly Kaufmann,
Director, UBS O'Connor
Michael Lavipour,
Managing Director, Credit Strategies, Square Mile Capital Management, LLC
Elaine McKay,
Managing Director, Ares Management LLC
Francisco Paez,
Head of Structured Products Research, MetLife Investment Management
Katie Schwarting,
Partner, Bryan Cave Leighton Paisner LLP
Young Professionals Track Sponsored by:
Industry Leaders Roundtable (Closed to Media, Not Available for Replay)
4:30pm - 5:30pm
Westside Ballroom, 5th Floor
Moderator:
Jack M. Cohen, CRI, CMB, Managing Director, Arrowmark Partners
Panelists:
Daniel Baker, EVP, KeyBank Real Estate Capital
Adam Behlman, President, REIS, Starwood Property Trust and President, Starwood Mortgage Capital
Leland Bunch, Managing Director, Bank of America
Lisa Bozzelli, Senior Director, Fannie Mae
Matthew Cohen, Principal, Mesa West Capital
Shannon Erdmann, Portfolio Manager, Apollo Global Management
Ryan Frank, Senior Director, Fitch Ratings
Natalie Grainger, Chief Credit Officer, Greystone
David Harrison, Chief Operating Officer, PNC/Midland Loan Services
Jeehae Lee, Senior Managing Director, Deputy Chief Investment Officer, Bridge Investment Group
Leah Nivison, Managing Director, Goldman Sachs & Co.
Lea Overby, Managing Director, Head of U.S. CMBS Research, Barclays
Lisa Pendergast, Executive Director, CRE Finance Council
Adam Singer, Managing Director, Head of Asset Management and Servicing, Rialto Capital Advisors
Darrell Wheeler, Senior Director, Moody's Analytics
Teresa Zien, Managing Director, Invesco
Networking Reception
5:30pm - 7:30pm
9th Floor Terrace
Reception Sponsored by:
