Events

PROGRAM

Registration/Information
Americana Foyer
Sponsored by: Cantor Fitzgerald and Spring11

Monday: 8:30 am – 5pm
Tuesday: 8:30 am – 5pm
Wednesday: 8:30 am – 10:45am

Cyber Cafe
Americana Foyer
Sponsored by: Alston & Bird, Pentalpha, and Situs

Monday: 8am – 5pm
Tuesday: 8am – 5:00pm
Wednesday: 8:30am – 10:45am  

Monday, January 14, 2013

Continental Networking Breakfast
8:30 - 9:30 am
Americana Foyer  
Sponsored by: Standard & Poor's

CRE Finance World Editorial Board
9:00 - 10:00 am 
Poinciana 4

Brian Lancaster, Co-Head of Structured Transactions, Analytics, Risk and Strategy, RBS

Policy Committee
9:00 - 10:00 am
Poinciana 3

John E. D'Amico, Director, TriMont Real Estate Advisors, Inc.

IRP Committee
10:00 - 11:00 am 
Americana Salon 4

Lindsey Wright, Managing Director, C-III
Ty Wilkins, Vice President,  Wells Fargo

Agency Investors Forum
11:00 am - 12:30 pm 
Poinciana Ballroom

Kimberly Johnson, SeniorVice President, Multifamily, Fannie Mae
Mitch Resnick, Vice President, Multifamily Pricing, Freddie Mac

High Yield Debt & Investment Forum
11:00 am - 12:30 pm 
Americana Salons 1-3

William O’Connor, Partner, Thompson & Knight LLP

Issuers Forum
11:00 am - 12:30 pm
Americana Salon 4

Rene Theriault, Vice President, Goldman, Sachs & Co.

Portfolio Lenders Forum
11:00 am – 12:30pm 
Cowrie Ballroom

Todd Everett, Managing Director and Head of Real Estate Fixed Income, Principal Real Estate Investors
Clay Sublett, SVP Loan Originations, KeyBank Real Estate Capital

Boxed Lunches in Exhibit Hall
12:30 - 2:00 pm 
Americana Foyer
Sponsored by: Prudential Real Estate Advisors

Servicers Forum
1:00 - 2:30 pm 
Poinciana Ballroom

Brian Hanson, Managing Director- Operations, CWCapital Asset Management LLC

B-Piece Buyers Forum
1:00 - 2:30 pm 
Cowrie Ballroom

Dan Sefcik, Managing Director, BlackRock

IG Bondholders Forum
1:00 - 2:30 pm 
Americana Salon 4

Steve Kraljic, Director, Wells Fargo Securities, LLC

Networking Break
2:30 - 3:00 p.m.
Americana Foyer
Sponsored by: Barclays Capital, Intex Solutions, Inc., McKenna Long & Aldridge and PNC Real Estate

General Session: Welcome
3:00 - 3:30 pm 
Americana Salons 1-3
Sponsored By: KeyBank Real Estate Capital

Featured Speaker
3:30 - 4:30 pm
Americana Salons 1-3

David Malpass, President, Encima Global

Opening Networking Reception
5:00 - 7:00 pm 
Americana Lawn
Sponsored by: Morgan Stanley

Tuesday, January 15, 2013

Continental Networking Breakfast
8:30 - 10:00 am
Americana Foyer

Roundtable Discussion: Market Issues and Opportunities
9:00 - 10:30 am 
Americana Salon 4

Networking Break
10:30 – 10:45 am
Americana Foyer
Sponsored by: Barclays Capital, Intex Solutions, Inc., McKenna Long & Aldridge and PNC Real Estate

Reconstructing Servicing to the New World Order
10:45 – 11:35 am
Americana Salons 1-3

Moderator:
Marty O'Connor, Executive Vice President, KeyBank Real Estate Capital

Panelists:
Jose Becquer, Executive Vice President, Head of Commercial Mortgage Servicing, Wells Fargo
Stacey Berger, Executive Vice President, PNC Real Estate/Midland Loan Services
John D'Amico, Director, Special Asset Management, TriMont Real Estate Advisors, Inc
Tim Mazzetti, Executive Vice President/Partner, Cohen Financial
Jan Sternin, Senior Vice President and Managing Director, Berkadia Commercial Mortgage LLC

Discussion Topics:

• How servicers will adjust to the “melting ice cube” 
• Judicial and regulatory concerns and how it will affect business going forward
• Reporting requirements/transparency in non-CMBS business 
• Outsourcing: Adjustments in staffing and preparedness to meet demands 
• Models in servicer compensation: fee-for-servicing 

Relative Value – How does CRE Stack Up to the Other Asset Classes?
10:45 – 11:35 am
Poinciana Ballroom

Moderator:
Paige Hood, Managing Director, Prudential Mortgage Capital Co.

Panelists:
Brian Casey, Managing Director, MetLife
Mike Moran, Managing Director & Vice President, Allstate Investments
Mark Myers, Executive Vice President, Wells Fargo
Matt Salem, Managing Director, Rialto Capital Management

Discussion Topics:

• Real estate allocations for 2012- How does commercial real estate stack up as an investment?
• Risk preferences in commercial real estate
• Regulation- What are the impacts on commercial real estate allocations?
• Interest rates, risk and inflation- How will this affect real estate?

Networking Break
11:35 am – 12:15 pm
Americana Foyer
Sponsored by: Barclays Capital, Intex Solutions, Inc., McKenna Long & Aldridge, and PNC Real Estate

Lunch Keynote Speaker
12:15 – 1:45 pm 
Americana Salons 1-3

Lunch sponsored by: Wells Fargo
Keynote Speaker sponsored by: Credit Suisse

Governor Jeb Bush

Hot Topics in the Industry
1:45 – 2:30 pm
Poinciana Ballroom

Dessert Buffet
1:45 – 2:30 pm
Americana Foyer
Buffet Sponsored by: CIBC
Wine Raffle Sponsored by: Goldman Sachs

Mezzanine Investment: Gap Financing for a Capital Impaired Environment
2:40 – 3:30 pm 
Poinciana Ballroom

Moderator:
Edward L. Shugrue III, CEO, Talmage LLC

Panelists:
Andrea Balkan, Managing Partner, Brookfield Real Estate Financial Partners LLC
Bruce Cohen, Senior Partner, Ares Management
Randy Reiff, Managing Director, Macquarie Bank
Scott Weiner, Partner, Apollo Global Management

Discussion Topics:

• Given substantial interest for mezzanine in the quest for yield - “Fools rush in” or “Lifetime opportunity”?
• What are the best mezzanine opportunities right now?
• What should borrowers expect to pay/lenders expect to earn?
• Whole loan with embedded mezzanine – a better way to originate?  How deep is the market to sell the senior?
• Mega Mezz is back with Motel 6 and ESA – “Beginning of the end” or “End of the beginning”?   
• Mezzanine CDOs Part Deux – Really?

CMBS 2013 – Poised for a Breakthrough? What Will it Take?
2:40 – 3:30 pm
Americana Salons 1-3

Moderator:
Mike Mazzei, President, Ladder Capital Finance

Panelists:
Matt Borstein, Managing Director, Deutsche Bank
Leland Bunch,Director , Bank of America Merrill Lynch
Tim Gallagher, Managing Director, Morgan Stanley
Josh Mason, Managing Director, The Blackstone Group
Michael May, Senior Managing Director, Cantor Fitzgerald

Discussion Topics:

• Roadmap to 100B: How do you see us getting there? What needs to happen?
• What is the CMBS market limit given current CRE valuations and loan extensions (negative equity)?
• Is the B-Piece market big enough to get to 100B without CDO's?
• Will the market efficiently absorb $2+ billion multi borrower deals? Will originators take on that kind of warehouse sizing?
• Is Euro CMBS substantially gone for good? Does anyone care?

Networking Break
3:30 – 3:40 pm
Americana Foyer
Sponsored by: Barclays Capital, Intex Solutions, Inc., McKenna Long & Aldridge and PNC Real Estate

I’m Going to Europe and I Don’t Know Why
3:40 – 4:30 pm
Americana Salons 1-3

Moderator:
Jeffrey Fastov, Managing Member, Sage Terrace Advisors, LLC

Panelists:
Don Belanger
Brian Collyer, Managing Director, RBC Real Estate Capital Partners
Robbie Hughes, Managing Director, Capita Asset Services
Joe Pedlow, Managing Director Real Estate Debt Strategy, The Blackstone Group
Matthew Webster, Global Head of Real Estate Finance, HSBC
Lance West, Senior Managing Director, Centerbridge Partners L.P.

Discussion Topics:

• When will asset sales start and why?
• Will market evolve away from bank dominated lending?
• If the Euro falls apart, does it really matter?
• Does the infrastructure exist to deal with NPLs?
• Is there clarity on coming bank regulations and how will it shape activity?

State of the Market on Non Traditional CMBS
3:40 – 4:30 pm
Poinciana Ballroom

Moderator:
Jon Strain, Managing Director, JP Morgan

Panelists:
Brian Furlong, Managing Director, New York Life Investment Management LLC
Nelson Hioe, Managing Partner, Raith Capital Partners
David Nass, Managing Director, UBS
Tad Philipp, Director - CRE Research, Moody's Investors Service

Discussion Topics:

• Evaluating transitional assets in floaters: What have we learned from the past? 
• Non-performing loan securitizations:  status of the market and challenges faced 
• Securitizing very large loans: What are the issues? 
• CLO 2.0: How have reinvestment, cash flow structures evolved? 
• Prospects for CDOs not backed by whole loans  

Controlling Class Warfare
4:30 – 5:30 pm
Americana Salons 1-3

Moderator:
Stephanie Petosa, Managing Director, Fitch Ratings

Panelists:
George Carleton, Executive Managing Director, C-III Capital Partners
David Forti, Partner, Dechert LLP
Julie Madnick, Managing Director, Ranieri Partners
Isaac Pesin, Division Co President, LNR Partners, LLC

Discussion Topics:

• How are these issues addressed in deal documents?
• What concerns do investors have regarding servicer behavior?
• What governance do servicers have in place to address Conflicts of Interest?
• How does 2.0 address Conflict of Interest?

Networking Reception
5:00 - 6:00
Americana Lawn
Sponsored by: UBS

After Hours Reception
8:00 – 11:00 pm
Poolside Cabanas
Sponsored by: Moody's

Wednesday, January 16, 2013

Continental Networking Breakfast
9:00 – 10:45 am 
Americana Foyer

Outlook for Bank Portfolio Lending
9:30 – 10:30 am 
Americana Salons 1-3
 
Moderator:
Clay Sublett, Senior Vice President, KeyBank Real Estate Capital

Panelists:
Chris Albano, Director, Citigroup Global Markets
Marc McAndrew, Executive Vice President, PNC Real Estate
Greg Murphy, Managing Director, Natixis Real Estate Capital
Jeff Schor, Managing Director, Wells Fargo
Scott Towbin, Senior Client Executive, JP Morgan Chase

Discussion Topics:

• Status of on and off balance sheet in 2012 and balance projections for 2013 and 2014.
• Liquidity: Are institutions investing the money or doing anything special to get yield, mezz or equity?  
• What is the appetite for fixed rate money and construction lending?
• Is there concern about a multifamily bubble?
• Is the recession over?  Projections for the economy for the next 2 to3 years.
• Where do you see your greatest competition at this time?
• Is CMBS too aggressive too soon?
• Is the participation market open and active?
• How is the regulatory environment effecting institutions?
• What are the greatest challenges for the commercial real estate space over the next 24 to 36 months?  

Networking Break
10:30 - 10:45 a.m.
American Foyer
Sponsored by: Barclays Capital, Intex Solutions, Inc., McKenna Long & Aldridge and PNC Real Estate

Government Relations Update
10:45 – 11:45 am
Americana Salons 1-3

Board of Governors Meeting
12:00 – 1:30 pm 
Americana Salon 4

The Attendee List is available to registered attendees of the 2013 January Conference.  Registered attendees may click the below link to access the attendee list.

Attendee List