2016 RealShare National Investment & Finance
 
10/05/2016
6:00 pm - 6:30 pmAwards Presentation & Real Estate Forum's 70th Year Recognition
Join us as we celebrate the 70th Anniversary of Real Estate Forum; honor Lifetime Achievement Award recipient Gail Ayers, CEO of CREW Network; and recognize Real Estate Forum’s Women of Influence honorees.
6:30 pm - 7:30 pmOpening Cocktail Reception

10/06/2016
7:45 am - 8:15 amNetworking Breakfast & Registration
8:15 am - 8:20 amOpening Remarks
8:20 am - 9:15 amInstitutional Investor Insights: Where We Are Today and Where We’re Going

The investment landscape has changed considerably over the past year. Growth in deal volume has decelerated, pricing gains have slowed and there’s a reduced appetite for riskier plays. Despite this topsy-turvy market, major institutions continue to allocate heavily to commercial property. Get first-hand insights from some of the biggest players as they discuss real estate strategy in an environment of continued moderate economic growth. Which investment plays and property types are they emphasizing, which ones are they moving away from, and do they expect to be net buyers or net sellers in the near term? 

Steve Pumper (Moderator)
Executive Managing Partner, 
Capital Markets & Asset Strategies
Transwestern

David Gilbert

President | Chief Investment Officer
Clarion Partners

Scott Kempton
Managing Director
TIAA Global Asset Management

Todd Liker
Managing Director
Oaktree Capital

Robert Plumb
Managing Director | Group Acquisitions
AEW Capital Management

Doug Schwartz
Managing Director
JP Morgan Asset Management - Global Real Assets

Greg Kraus
Managing Director | Acquisitions
Invesco

9:15 am - 9:30 amNetworking Break
9:30 am - 10:20 amMiddle Market Makers

Although mega-trophy property buys, national portfolio deals and entity-level acquisitions grab all the headlines, it’s the middle market activity that brings the liquidity and stabilization to the market. In fact, the bulk of recent transaction volume has consisted of deals priced between $5 million and $20 million. These players’ lower-profile, high-discipline approach to acquisition and financing has resulted in rock-solid portfolios with outstanding risk-adjusted returns. A cross-section of key players in the middle market will share some of the secrets of their success: how they identify opportunities and develop industry relationships, their preferred sources of debt and equity and why the current environment for deals may represent the best of all possible worlds for this tier of investors. 

Steve Moreira, CCIM (MODERATOR)
Founder & President
Magic Companies

Don Brenneman
Acquisitions Officer
Alex Brown Realty, Inc.

Steve Couts
Head of Sales
Xceligent

Yan Khamish
Managing Director
Ten-X

Rick Lechtman
Vice President & Regional Director
Marcus & Millichap Capital Corporation







10:20 am - 10:40 amNetworking Break
10:40 am - 11:20 amInside the Real Estate Mind
Larry Heard
CEO
Transwestern

Interviewed by:
Michael Desiato
Vice President 
ALM's Real Estate Media Group
11:20 am - 11:35 amNetworking Break
11:35 am - 12:20 pmBig Deals, Big Transactions

Although a few top-tier acquisitions can be financed from cash on hand, the majority of them entail large amounts of debt and equity financing. The commercial real estate landscape is seeing both high volumes of loan originations and tightening standards on underwriting, against a backdrop of global uncertainty and new regulations that could make lenders even more cautious, especially for the biggest deals. Join us as some of the premier names in commercial property lending talk trophy-level transactions: what attracts them to a deal aside from the sponsorship, macro influences on fundamentals, their tolerance for risk, what it takes to structure these large, complicated packages and how they compete against—or even partner with—other world-class lenders. 

Merrie Frankel - MODERATOR
Managing Partner
Andover Associates LLC 

Constantine "Tino" Korologos
Managing Director
Berkeley Research Group

David Lynn, Ph.D.
CEO & Chairman of the Board
Everest Medical Core Properties

Tom Traynor
Executive Vice President, Capital Markets
CBRE


12:20 pm - 12:45 pmNetworking Lunch
12:45 pm - 1:30 pmReal Estate Forum's Elite Investor Roundtable

These elite investors have navigated the investment space nationwide and have excelled across multiple cycles. They’ve been dominators, influencers and innovators that have shaped the industry. A panel of these investment giants will share their insights on how they’re navigating today’s investment marketplace and predictions for what's next.   

Wayne D'Amico, CCIM - MODERATOR
Executive Vice President, Corporate Development & Strategic Relations
Xceligent

Victor MacFarlane
Chairman & CEO
MacFarlane Partners

Diana Reid
Executive Vice President
PNC Real Estate

Mitchell E. Rudin
CEO
Mack-Cali Realty Corporation

1:30 pm - 1:50 pmSpecial Keynote Presentation by Ethan Penner, Managing Partner, Mosaic Real Estate Investors
1:50 pm - 2:00 pmNetworking Break
2:00 pm - 2:45 pmCMBS Report Card: Is The Upturn Ending? Plus! A Closer Look at Today's Special Service Providers

After declining to multi-year lows this past February, CMBS delinquencies have begun ticking upward again as the wave of maturities from the previous cycle starts rolling in. With lower levels of new originations and the forthcoming risk-retention rule weighing on CMBS, special servicers are being called upon again. During the great financial crisis, these experts who managed troubled commercial real estate loans did an exceptional job working with borrowers and recapturing value for investors. What do these professionals see on the horizon for the next 18 months? As hundreds of billions in 10-year loans reach due their due dates, what challenges do they anticipate in the current finance environment compared to 2008 and 2009, when “extend and pretend” became an industry catch-phrase?

Shari Linnick (Moderator)
Vice President - Client Services
Trepp, LLC

John Hamilton
Senior Vice President, Acquisitions and Business Development
Pyramid Hotel Group

Mitchell Hunter
Managing Director | Central Region
Trimont Real Estate Advisors, LLC

Steve Kuritz
Managing Director
KBRA

William Mercer, CFA
Managing Director
DebtX



2:45 pm - 3:30 pmThe Alternative Financing Universe

With the Mortgage Bankers Association projecting another $500-billion year in commercial and multifamily originations, real estate debt remains plentiful. The question is whether the type, scale and terms of debt available from the largest commercial banks and life companies are a match for the individual borrower’s requirements. There’s a whole universe of alternative sources of capital; they range from credit unions and community banks to hard-money lenders and crowdfunding platforms. You’ll hear from a cross-section of capital sources on the types of borrowers and financing situations they’re seeing, what they consider their sweet spot for deals and whether the shortfall in CMBS originations is leading to more inquiries.    

Joshua Stein - MODERATOR
Principal
Joshua Stein PLLC

Elizabeth Braman
Chief Production Officer
RealtyMogul.com

AdaPia d'Errico
Chief Marketing Officer
Patch of Land

Latasha Edwards
Senior Vice President of Real Estate
Fundrise

Jason Hernandez
Managing Director
ACORE Capital

Allen Shayanfekr
CEO & Founder
Sharestates