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Real Estate Investors Summit: Dealmakers Conference
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| April 13-15, 2011 |
| Gansevoort Miami Beach, Miami, Florida |
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Confirmed Participants Include: |
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Chief Investment Officer, American Realty Capital
Capital Markets, Broadstone Real Estate, LLC
Owner, Luxfor Hotels International
Operating Officer, Westgate Resorts
Principal, Sonnenblick Industries
Partner, PELICAN DEVELOPMENT
President, Teitelbaum Developers, Inc
Vice President of Land Acquisition, Toll Brothers, INC.
Vice President, Luxury & Resort Development, STARWOOD HOTELS AND RESORTS WORLDWIDE, INC.
Managing Director, Hawkeye Partners
Managing Director, ROCKWOOD CAPITAL
Senior Vice President, TriMont Real Estate Advisors, Inc.
Chief Economist, Metrostudy
VP statistical modeling analysis and research, Veros Real Estate Solutions
CEO & Chief Investment Officer, Pacificor LLC
CEO, U.S. DEBT VENTURES
Partner, Crown Capital GROUP
Commercial Director & Vice President of the Board, Crystal Lagoons Corporation
President & CEO, World Class Capital Group
Chairman & CEO, Intercontinental Real Estate
CEO, Broadstone Net Lease Inc.
President, UniTrust Realty Capital
President, Reznick Capital Markets LLC
Partner, Schulte Roth & Zabel LLP
Principal, Paradigm Capital Funding
Broad Peak Funding
Founder & CEO, Forman Capital
Chief Development Officer, Phillips Edison
President & Chief Investment Officer, RAM REAL ESTATE
Vice President / Regional Director, Acquisitions, Weingarten Realty
Managing Partner, Vertical Capital
co-Portfolio Manager, FrontPoint PARTNERS
TBA, Neuberger Berman
Principal, Truefield Realty Advisors LLC
President, RoundPoint Capital Group
Capital Markets Sales Director, Veros Real Estate Solutions
Vice President, Investment Affairs and Investor Education, National Association of Real Estate Investment Trusts (NAREIT)
President & CEO, New Option Apartment Suites LLC
Managing Principal, Blue Vista Capital Management, LLC
Managing Director, Bluffview Wealth Management, LP
President & CEO, Dynamic Asset Management
Managing Director & Principal, ViaWest Group
Founder, CHRISTINA Development Corporation
Managing Director, MADISON INTERNATIONAL REALTY
Chairman & CEO, Foram Group
Founder & Managing Director, SILVERLEAF ADVISORS LLC
Senior Managing Director & Principal, Greystar Real Estate Partners
Director, Arbor Commercial Mortgage LLC
CEO, Carroll Organization
Managing Partner & Principal, SIG Equity Partners, LLC
Managing Director, B&A Capital Partners
CPA, CRE, Founder, Pyramid Realty Group Inc.
President and Owner, Spinnaker Real Estate Ventures
President, The Spear Group
President, Latino Hotel Association
VP of Acquisitions, HEI Hotels & Resorts
Managing Director, Guterman Partners LLC
Portfolio Manager, Karlin Real Estate (SFO)
Senior Associate, Freestone Capital Management (MFO)
Founder, Gorelick Brothers Capital
President, Genspring Family Offices (MFO)
Director, GFG Capital, LLC (MFO)
Director, VERITABLE, LP (MFO)
Managing Director, RMA |
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VP/General Counsel, Schneider Family Office
Executive Vice President, Schneider Family Office
Director, Accountant, Sutton Place (Getty Family Office)
Vice President, Karlin Real Estate (SFO)
Principal, Raire Family Office
Senior Vice President, SDI Realty Group (SFO)
Managing Director, SDI Realty Group (SFO)
Finance Director, City of Annapolis Maryland
Vice Chairman, Delray Beach Police and Fire Pension
Trustee, Delray Beach Police & Fire Retirement
Trustee, Delray Beach Employees Retirement System
Executive Director, Holyoke Contributory Retirement
Senior Vice President & Chief Financial Officer, South Texas College of Law (Houston)
Portfolio Strategist, College Illinois!
County Treasurer, Norfolk County Retirement Board
Former Advisory Committee Member, Texas Permanent Fund
Investment Analyst, New York State Nurses Association Pension Plan
Senior Director of Development Gift Planning, Yeshiva University
Dean's Executive Professor of Finance, Executive Director, SIFIRM, SANTA CLARA UNIVERSITY
Director, UNConsulting
Senior Consultant, Private Markets, NEPC, LLC
Trustee, Boca Raton (FL) Police & Fire Retirement Assoc.
Chairman, Austin (TX) Police Retirement Fund
Director, Asia Economic Institute
Director, Asia Economic Institute
Managing Director, BCQS International CAYMAN
Managing Director, BCQS International Brazil
Director, BCQS International BARBADOS
Chairman, Luxfor Hotels International
Founder, CHRISTINA Development Corporation
Operational Due Diligence, Albourne Partners
VP of Acquisitions, Hersha Hospitality Trust
Analyst, Forrestal Capital LLC (SFO)
Director, JAMES H. & MARTA T. BATMASIAN FAMILY FOUNDATION, INC (SFO)
JAMES H. & MARTA T. BATMASIAN FAMILY FOUNDATION, INC (SFO)
JAMES H. & MARTA T. BATMASIAN FAMILY FOUNDATION, INC (SFO)
JAMES H. & MARTA T. BATMASIAN FAMILY FOUNDATION, INC (SFO)
Managing Director, Cap Trust
Executive Director, Family Office CFO (MFO)
Consultant, Deniad and Company
Trustee, Montgomery County Employees Retirement System
Director, Forrestal Capital LLC (SFO)
Senior Policy Advisor, US Department of the Treasury
Trustee, City of Phoenix Police Pension Board
Principal, Petschek Family Office
Principal, Kineton Family Office (SFO)
Consultant, Meketa Investment Group, Inc.
Senior Vice President, J.I Kislak, Inc, (SFO)
Director of Invesments, J.I Kislak, Inc, (SFO)
Managing Director/Partner, The Koffler Group (SFO)
Partner, GFG Capital (MFO)
Trustee, Wayne County Employees Retirement System
Principal for Family Office, The Chatterjee Family Office (SFO)
Managing Director, Mae Skalicky Family Office (SFO)
SrVP & Treasurer, Roberts Wesleyan College & Northeastern Seminary
Investment Manager, Centenium Capital Partners (SFO)
President, Mack International, LLC
Chairman, New Haven Police and Fire Retirement
Managing Partner, Park 49 (MFO)
Senior Vice President - Acquisitions, KELLOGG PROPERTIES, INC.
Managing Director, Dimension Capital Management (MFO)
Managing Director, JW Ray Family Office (SFO) |
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Past Participants Include: |
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Trustee, Miami Beach General Employees Retirement System
Trustee, Kansas City (MO) Employees Retirement System
Senior Vice President & Chief Financial Officer, South Texas College of Law (Houston)
Chairman, New Orleans Municipal Employees' Retirement System
Finance Director, Providence Employees' Retirement System
Norfolk County Treasurer, Norfolk County Retirement Board
Executive Director, Holyoke Contributory Retirement
Chief Investment Officer, Ascent Family Group (SFO)
Chairman, Austin (TX) Police Retirement Fund
Trustee, City of Westfield
Executive Director, Chicago Park Employees' Annuity & Benefit Fund
PhD, Executive Vice Chairman, BRAND GROUP HOLDINGS
Managing Director, Real Estate, TIAA-CREF
Chairman, Investment Committee, Texas Permanent School Fund
Private Equity Partner, GenSpring Family Offices, LLC
President, Genspring Family Offices
CEO, Pixel Wizard Foundations, INC
Chairman, Aucolla (Family Office)
Managing Director, Pacifica Equity Partners
Principal, Petschek Family Office
Group President, Al MIDAS International Group (Family Office)
Portfolio Director, Illinois Student Assistance Commission
Trustee, City of Birmingham (AL) Employees Retirement and Relief System
Director of Investment Operations, GenSpring Family Offices, LLC
Principal, Raire Family Office
Treasurer, Singletary Foundation
Trustee, Singletary Foundation
Trustee, City of Birmingham (AL) Firefighters Pension Board
General Partner, BC Capital (SFO)
Trustee, Montgomery County Employees Retirement System
Director, Asia Economic Institute
Director, Asia Economic Institute
Dean's Executive Professor of Finance, Executive Director, SIFIRM, Santa Clara University
General Partner, BC Capital (SFO)
Chief Investment Officer, Synovus Family Asset Management (MFO) |
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Founder, Gorelick Brothers Capital
Porfolio Manager, Gorelick Brothers Capital
CFA, Senior Consultant, Gray & Company
Partner, Pelican Development
Vice President, Sotheby's International
President & CEO, Gillio Development Inc.
President, Centrust Development Group
Partner, G & D Developers
President, Norton ConsulTing
President, Teitelbaum Developers
President, Riverside Developers - Costa Rica
Vice-President, Riverside Developers - Costa Rica
CFA, SD Baker & Associates, Inc.
President, Portfolio Manager, MacNicol & Associates Asset Management Inc
Chief Investment Officer, Meredith Family foundation
Pension Administrator, Miami Beach General Employees Retirement System
Trustee, Boca Raton (FL) Police & Fire Retirement Association
Chairman, Investment Committee, Texas Permanent School Fund
CEO, F/B/O Services, Inc (MFO)
Partner, F/B/O Services, Inc (MFO)
Chairman, Sotheby's International Realty Canada
Managing Director, DRA Advisors
Analyst, Demvest (FO)
President & CEO, Leisure Canada Inc.
Trustee/Mayor, Inkster (MI) Police & Firemen's Pension Board
Trustee, City of Southfield
Chairman/Investment Board, Bay City (MI) Police & Fire Ret. System
KABR
ADMANCO N.V.
ADMANCO N.V.
ADMANCO N.V.
RBRE, LLC
Managing Director, Kingsbridge Private Wealth Management
Director, Investment Consulting, Wells Fargo Family Wealth (MFO Division)
PhD, Professor of Real Estate and Development, University of North Carolina, Charlotte
Managing Principal, W.M. Harris Investors (SFO)
Advisory Committee Member, Texas Permanent Fund
Trustee, West Palm Beach Police Pension Fund
Vice President, Segal Advisors, Inc.
President & CEO, Intrepid Capital
President, Pyramid Realty Group, Inc.
Culverhouse Limited Partnership
Managing Partner, Hedges Lane Financial
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Wednesday, April 13, 2011 |
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| 11:00 am |
Exhibit Setup
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| 12:30 pm |
Registration Opens |
| 1:30 pm |
Co-Chair Welcoming Remarks
Trustee, Boca Raton (FL) Police & Fire Retirement |
| 1:40 pm |
"THE NEW NORM: A Development model for the NEXT 75 years"
Speaker:
President & CEO, RENAISSANCE DOWNTOWNS LLC |
| 2:00 pm |
"Income and Growth Opportunities in Commercial Real Estate"
Speaker:
Chief Investment Officer, American Realty Capital |
| 2:20 pm |
MARKET UPDATE AND FORECAST
- How to make money in Real Estate today?
- The Real Estate Economy...where are we headed?
- National trends and forecasts
- Transactions and finance trends
- Today's best buys...top sectors
- Finance and Debt trends
- Latest Regulatory update & impact
Moderator:
Managing Director, Hawkeye Partners
Panelists:
Senior Vice President, TRIMONT REAL ESTATE ADVISORS, INC.
Managing Director, ROCKWOOD CAPITAL
Chief Economist, Metrostudy
VP statistical modeling analysis and research, Veros Real Estate Solutions |
| 3:15 pm |
BUYING DISTRESSED ASSETS
- Recent Deals...Recent Prices
- Top sources; banks, FDIC, Special Servicers
- How to get first rate product?
- Performing, Non Performing, and REO
- What is the process? Timing? Bid process?
- Workouts and modifications
Moderator:
Managing Director, BCQS International Brazil
Panelists:
CEO & Chief Investment Officer, Pacificor LLC
Director Distressed Property Department, Engel & Volkers Realty Miami
Senior Vice President, SDI Realty Group (SFO)
Partner, Crown REALTY ADVISORS
Senior Vice President - Acquisitions, KELLOGG PROPERTIES, INC. |
| 4:15 pm |
Refreshment Break
Sponsored by:
RENAISSANCE DOWNTOWNS LLC
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| 4:30 pm |
DEAL FEST - DEALS FOR DEAL MAKERS
- Fast paced deal by deal review
- Prescreened Deals - All food types
- All off market/ All DD done
- Value Add/ Opportunistic
- Less than replacement-Big discounts
- Top Notes and REO
- Need Rescue Capital- Strong Returns
- Dream Team for workouts
Moderator:
Attorney, Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Panelists:
Partner, PELICAN Real Estate & Development, Inc.
CEO, R.W. Kline Companies
CEO, U.S. DEBT VENTURES
Partner, Crown Capital GROUP |
| 5:30 pm |
INSTITUTIONAL INVESTORS and real estate
- Where to find institutional money?
- How funds allocate for real estate?
- What types of deals will be funded this year?
- Challenges facing investors
- Investment Criteria and Return expectations
- Top Operational and Management concerns
- Unlocking equity and capital gains; charitable trusts, tax credits
Moderator:
Senior Vice President & Chief Financial Officer, South Texas College of Law (Houston)
Panelists:
Senior Director of Development Gift Planning, Yeshiva University, The Albert Einstein College of Medicine
Treasurer, Norfolk County Retirement Board
Chairman, New Haven Police and Fire Retirement |
| 6:15 pm |
Welcome Cocktail Reception
Sponsored by:
Crown Capital GROUP
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| 8:15 am |
Continental Breakfast to be served
Sponsored by:
Veros Real Estate Solutions
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| 8:40 am |
Co-Chair Welcoming Remarks
Founder, Gorelick Brothers Capital
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| 8:50 am |
"Revolutionizing the Real Estate Industry: Crystalline Lagoons of unimagined dimensions at sustainable costs"

Speaker:
Commercial Director & Vice President of the Board, Crystal Lagoons Corporation |
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| 9:30 am |
FAMILY OFFICE & HIGH-NET-WORTH INVESTORS
- How to attract Family office money?
- How allocations are made
- Investment vehicle preferences: Direct, local partners, or funds?
- Allocations to REITs vs. local deals?
- What are the property type and geographic hot buttons?
- Risk preferences: Core, value-added or opportunistic?
- Need for local expertise and asset management
Moderator:
Partner, Handler Thayer, LLP
Panelists:
Portfolio Manager, Karlin Real Estate (SFO)
Managing Director, RMA
Principal, Raire Family Office |
| 10:15 am |
REAL ESTATE INVESTMENT STYLES AND STRATEGIES
- What strategies will work best in the next 12 months
- Top Real Estate investment opportunities/hot sectors
- Where is the smart money headed?
- Which asset classes have the best fundamentals
- Boom or Bust? Thriving thru Different Cycles
- Deleveraging-The Value of Equity
- Beyond the Numbers-Using Intuition and Common Sense
Moderator:
Chairman, Austin (TX) Police Retirement Fund
Panelists:
President & CEO, WORLD CLASS CAPITAL GROUP
Chairman & CEO, INTERCONTINENTAL REAL ESTATE
CEO, Broadstone Net Lease Inc.
President, UniTrust Realty Capital |
| 11:15 am |
Refreshment Break
Sponsored by:
Crystal Lagoons Corporation |
| 11:30 am |
FINANCING & CAPITAL SOURCES
- New capital sources...where to find it
- Top sources of debt and equity
- Bridge and mezzanine sources
- Refinancing the capital stack
- Traditional and new debt sources
- International capital sources
- SBA, ITR, LOC, Bridge loans
Moderator:
President, Reznick Capital Markets LLC
Panelists:
Partner, Schulte Roth & Zabel LLP
Principal, Paradigm Capital Funding
Broad Peak Funding
Founder & CEO, Forman Capital |
| 12:15 pm |
"OUT OF THE BOX" REAL ESTATE INVESTING
- Small niches...big returns
- Student housing
- Sponsor equity
- How can institutional investors construct a real estate portfolio that takes advantage of the full spectrum of opportunity in the real estate asset class?
- How do private market and publicly traded real estate investments fit together?
Moderator:
Trustee, Boca Raton (FL) Police & Fire Retirement Assoc.
Panelists:
Vice President, Investment Affairs and Investor Education, National Association of Real Estate Investment Trusts (NAREIT)
Managing Principal, Blue Vista Capital Management, LLC |
| 1:00 pm |
Luncheon |
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TRACK A |
TRACK B |
| 2:15 pm |
JOINT VENTURES: THE LATEST STRUCTURES
- Waterfalls
- Equity and Debt
- Structure points
- Valuations/Pricing
- Operating expertise
Moderator:
Managing Director, Reznick Capital Markets LLC
Panelists:
Managing Director & Principal, ViaWest Group
Founder, CHRISTINA Development Corporation
Managing Director, MADISON INTERNATIONAL REALTY |
DISTRESSED RESIDENTIAL OVERVIEW
- Residential Performing Whole Loans
- Non-Performing Loans / REO
- What are the banks selling?
- What is the outlook for home prices?
- Evaluating the best deals
- Where is smart money headed?
Moderator:
Former Advisory Committee Member, Texas Permanent Fund
Panelists:
Vice President, Market Analytics, Altos Research
Executive Director, Family Office CFO (MFO)
Chief Executive Officer, WMD Asset Management, LLC |
| 3:00 pm |
CMBS & COMMERCIAL MATURITIES:
- $500 billion plus maturing in 2012
- What property types and geographies are most exposed?
- How much will be restructured, foreclosed, disposed of through short-sales, etc.?
- What role will the special-servicers play?
- What opportunities will this create for investors?
Moderator:
President, Mack International, LLC
Panelists:
CPA, CRE, Founder, Pyramid Realty Group Inc.
Managing Director, Aztec Group, Inc.
Brookfield Investment Management
Managing Director, Brookfield Investment Management |
RESIDENTIAL MORTGAGES: A GOOD PORTFOLIO FIT?
- How do you categorize the asset class: fixed income, real estate, private equity, hedge fund
- Use of benchmarks
- Allocation sizing
- Are track records meaningful in this new asset class?
Moderator:
Founder, Gorelick Brothers Capital Panelists:
Managing Director, Bluffview Wealth Management, LP
President & CEO, Dynamic Asset ManagementSenior Vice President, Neuberger Berman
President & CEO, Dynamic Asset ManagementSenior Vice President & Portfolio Manager, Neuberger Berman |
| 3:45 pm |
RETAIL INVESTMENTS
- Where to find the deals
- Financing and tenant mix
- Leasing/Operating strategies
- New lease rates and impact on value and operations
- Public vs. private operators
- NNN and TIC
- Valuation and occupancy trends
Moderator:
Executive Vice President & COO, DLC MANAGEMENT CORPORATION
Panelists:
President & Chief Investment Officer, RAM REAL ESTATE
Chief Development Officer, Phillips Edison
Vice President / Regional Director, Acquisitions, Weingarten Realty |
Single Family Residential; Top opportunities for Investors
- What is happening in distressed residential mortgage market?
- What types of investment strategies are being pursued?
- What type of infrastructure do you need to implement these strategies
- Are there scalable investment opportunities?
- How do you identify partners or opportunities?
- Optimizing whole-loan portfolio returns and managing risk exposure through the use of AVM and forecasting technologies
Moderator:
Professor of Finance & Real Estate, Northwestern University- Kellogg
Panelists:
Principal, Truefield Realty Advisors LLC
Capital Markets Sales Director, Veros Real Estate Solutions
President, RoundPoint Capital Group |
| 4:30 pm |
Refreshment Break
Sponsored by:
Neuberger Berman |
| 4:45 pm |
MULTI FAMILY
HOUSING/APARTMENTS
- When to sell, work out foreclose
- Financing and bridge lenders
- Best geographic/class opportunities
- Maximizing value and reposting
- Valuation/pricing trends
- "Value add projects"
Moderator:
President, GOODKIN CONSULTING GROUP
Panelists:
Senior Managing Director & Principal, Greystar Real Estate Partners
CEO, Carroll Organization
Managing Partner & Principal, SIG Equity Partners, LLC
Managing Director, B&A Capital Partners |
AGENCY MORTGAGE ROUNDTABLE
- Why is there opportunity?
- Impact of Fed
- Discuss use of leverage
- Outlook for yield curve
- Impact of default on prepayments
- Where is the demand today?
- Who are the players in the agency mortgage space?
Moderator:
Dean's Executive Professor of Finance, Executive Director, SIFIRM, SANTA CLARA UNIVERSITY
Panelists:
Managing Member, CELLO CAPITAL MANAGEMENT, LLC
Director, Arbor Commercial Mortgage LLC
Portfolio Manager, West Side Advisors, LLC |
| 5:30 pm |
INTERNATIONAL BUYERS AND CAPITAL
- Europe, Asia & Canada
- Targeting premium investors
- US Investment strategies
- End buyers for your projects
Moderator:
President, Genspring Family Offices (MFO)
Panelists:
Managing Director, Guterman Partners LLC
Chairman & CEO, Foram Group
Founder & Managing Director, SILVERLEAF ADVISORS LLC |
NON-AGENCY TRADING ROUNDTABLE
- RMBS
- Is this a trade or an asset class?
- Where is the value today?
- Buy & hold vs. trading model
- Impact of PPIP funds
- Home price projections
- Relative value trades
Moderator:
Trustee, Delray Beach Police & Fire Retirement
Panelists:
Managing Partner, Vertical Capital
Co-Portfolio Manager, FrontPoint PARTNERS
Managing Director & Senior Portfolio Manager, IMC Asset Management |
| 6:15 pm |
Cocktail Reception
Sponsored by:
Reznick Capital Markets LLC |
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| 8:15 am |
Continental Breakfast
Sponsored by:
Vertical Capital
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| 8:40 am |
Co-Chair Welcoming Remarks
Partner, Crown Capital Advisors
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| 8:50 am |
LAND AND LOTS AND BUILDERS
- Who's buying/selling?
- Available inventory of land/lots for acquisition
- Valuation of land/lots with a hazy crystal ball
- Evaluating approval status and options for redesign
- CDD bond holders as land owner/developer/partner
- Who will develop and build infrastructure in the next cycle?
- Government affairs and it's impact on land ownership and development
- Land stewardship in a "green" world and who pays for it
- Cost of Holding: environmental, storm water management, HOA and permit renewal
Moderator:
County Treasurer, Norfolk County Retirement Board
Panelists:
Vice President of Land Acquisition, Toll Brothers, Inc.
President & CEO, United Development Funding
Executive Vice President, Walton Asset Management
Co-Founder, Avanti Properties Group
COO, Lighthouse Realty Fund, LP |
| 10:00 am |
HOTELS & RESORTS
- US, Caribbean, Latin American opportunities
- Debt/Equity financing for Hotel Acquisitions
- Where are the best deals...best values
- Turnaround/Re-flagging opportunities
- Declining operations & NOI
- CDD Opportunities
Moderator:
Principal, Sonnenblick industries
Panelists:
Vice President, Acquisitions & Development, HEI Hotels & Reso
VP of Acquisitions, Hersha Hospitality Trust
Vice President, Luxury & Resort Development, STARWOOD HOTELS AND RESORTS WORLDWIDE, INC.
Managing Director, Chief Investment Officer, Thayer Lodging Group
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| 11:00 am |
Distressed Hospitality Problems & Opportunities
- Buying REOS/Debt/Notes/Foreclosures
- FDIC, Lenders, Receivers as sources
- International Deals and capital Buyers
- Refi/Cramdowns & hope certificates
- Debt recapitalization & financial restructuring
- Redesign & Re-pricing strategies
- Interval programs for cash flow
Moderator:
Owner, Luxfor Hotels International
Panelists:
CEO, 5B Hospitality Group LLC
President, Teitelbaum Developers, Inc
Chief Operating Officer, Westgate Resorts
Managing Director, Capital Source |
| 12:00 pm |
Closing Remarks
CONFERENCE CONCLUDES |
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Untitled Document
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