Dealmaking in Today’s Market - · PDF file17th Annual Western States ... Cart Fees, Box...

Dealmaking in Today’s Market

17th Annual Western StatesCommercial Real Estate Finance Conf.September 17-19, 2014 | Encore Las Vegas

OPPORTUNITIES TO SPONSOR INCLUDE:

• PREMIER GOLF SPONSORSHIP ($3,500)• One (1) free golfer

• One (1) free conference registration• Signage at tournament

• BEVERAGE CART ($1,500)• TRANSPORTATION ($1,000)• CLOSEST TO THE PIN ($750)

• LONGEST DRIVE ($750)FOR MORE INFORMATION ON GOLF SPONSORSHIP, SEE SPONSOR BROCHURE OR CALL

DEVON AT (916) 446-7100

BUSES LEAVE ENCORE10:00 A.M.

REGISTRATION10:30 A.M.

START11:00 A.M.

FORMATSHOTGUN/SCRAMBLE

ENTRY FEE$125 PER GOLFER

GOLF INCLUDESGreen Fees, Cart Fees, Box Lunch, Bag Fee

17th Annual Western States CREF Conference Golf TournamentWednesday, September 17, 2014

Silverstone Golf Club8600 Cupp Lane | Las Vegas, NV 89131

(702) 562-3770 | www.silverstonegolf.com

*Note - You must be a conference registrant in order to sign up for the 17th AnnualWestern States CREF Conference Golf Tournament*


Platinum

Titanium


Titanium

Gold


Gold


Conference Lanyard

SilverAEI Consultants

AES Due DiligenceCalComm Capital, Inc.Curtis Rosenthal, Inc.

EBI ConsultingEMG

Geraci Law FirmGrandbridge Real Estate Capital

GRS Group

Johnson CapitalKoss REsource

LoanDocSolutionsMarcus & Millichap Capital Corp.

Newmark Realty CapitalOld Republic Title

Pacific Southwest Realty ServicesPartner Engineering & Science, Inc.

Total Lender Solutions, Inc.

GolfPremier

Property Sciences | CIBC World Markets

Beverage CartA10 Capital, LLC

PublicationNational Mortgage News

Commercial Mortgage Insight Commercial Mortgage Alert

GlobeSt.com

Mortgage Banking Magazine Scotsman Guide

Western Real Estate Business


At This Year’s Western States CREF Conference, You’l l Hear from the One and Only Ben Stein!

Keynote Speaker - Ben Stein

Ben Stein is the most famous economics teacher in America. His comedic role as the droning economics teacher in “Ferris Bueller’s Day Off” has been ranked as one of the fifty most famous scenes in movie history.

In real life, Ben Stein is a powerful speaker on economics, politics, education, and history. Like his father, Herbert Stein, he is considered one of the great humorists on political economy.

Stein has a bachelor’s with honors in economics from Columbia, studied econ at the graduate level at Yale, and is a graduate of Yale Law School (valedictorian of his class by election of his classmates in 1970).

Ben Stein is morally committed to making your meeting a success and utilizing his extensive background to bring out the funniest and most powerful trends in current history.

His background includes being a poverty lawyer for the poor in New Haven, a trade regulation lawyer for the FTC, a speech writer for both Presidents Nixon and Ford (He did NOT write the line, “I am not a

crook....”), a columnist and an editorial writer for The Wall Street Journal, and a teacher of law and economics at UC Santa Cruz (undergrad) and Pepperdine(law school and undergrads).

He has written or co-written roughly 30 books with his brilliant colleague Phil DeMuth. Most concentrated on investing and many of them have been New York Times bestsellers. Their book, “Yes, You Can Time The Market” has become a landmark of using price theory for securities market analysis.

He wrote a column about economics for The New York Times for several years, roughly 2004-2009.

He co-hosted the show “Win Ben Stein’s Money” with Jimmy Kimmel, which won seven Emmys, including best game show host. (Surely making him the only well known economist to win an Emmy....). Presently, he writes a column for The American Spectator and for NewsMax, and is a regular commentator on Fox News and on CBS Sunday Morning, as well as a frequent commentator on CNN.

He lives in Los Angeles with his wife of 45 years, Alexandra, two dogs and six cats.


And Top Economists:

Esmael Adibi, Ph.D, Chapman UniversityEsmael Adibi, director of the A. Gary Anderson Center for Economic Re-search and Anderson Chair of Economic Analysis at Chapman University, received his doctorate degree in Economics from Claremont Graduate University.

His research interests include macroeconomics, financial markets, and re-gional economics. Dr. Adibi has co-authored two textbooks, Econometric Analysis - An Applications Approach, and The Practice of Econometrics with EViews. His articles have been published in newspapers including The Los Angeles Times, and the Orange County Register, as well as pro-fessional journals such as International Advances in Economic Research, the Journal of Private Enterprise, and the Quarterly Journal of Business and Economics.

Dr. Adibi is past president of the Association for University Business and Economic Research. He is a member of the NABE Outlook Survey Panel and Western Blue Chip Economic Forecast Panel. He serves on the board of directors of SchoolsFirst Federal Credit Union, and is a member of California Controller’s Council of Economic Advisors.

Mary Ludgin, HeitmanMary is Heitman’s Managing Director, Head of Global Research and an equity owner of the firm. She is the author of numerous articles and research studies relating to real estate markets, portfolio management and strategy. Mary is a member of Heitman’s Board of Managers, its Management Committee, its North American Private Equity and Debt Investment Committees and its Private Equity Valuation Committee. Prior to joining Heitman, she was an urban planner for the City of Chi-cago and she worked in retail site location.

Mary received an AB from Vassar College and an MA and PhD from Northwestern University. Among other professional affiliations, she served two terms as a member of the board of the Pension Real Estate Association and was its president. She is currently in her first term as a member of the board of the Urban Land Institute. Mary is also a former president of the National Council of Real Estate Investment Fiducia-ries. She was named a fellow of the Homer Hoyt Institute in 2000, is a docent for the Chicago Architecture Foundation and is a member of the board of the Metropolitan Planning Council of Chicago.

WEDNESDAY, SEPTEMBER 17, 201410:00 a.m.Buses leave for CMBA Golf TournamentLocation: Encore Bus Loop (located outside Encore Main Entrance, past valet)

10:30 a.m.Golf RegistrationLocation: Silverstone Golf Club

11:00 p.m. - 3:30 p.m.CMBA CREF Conference Annual Golf Tournament (scramble format) Location: Silverstone Golf Club

4:00 p.m. - 7:00 p.m.Conference Registration

5:30 p.m. - 7:00 p.m.Chairman’s ReceptionLocation: Chopin

THURSDAY, SEPTEMBER 18, 20147:30 a.m. - 6:00 p.m. Conference Registration

8:00 a.m. - 9:00 a.m. Continental BreakfastLocation: Exhibit Hall (Encore Ballroom 4 & 5)

8:30 a.m. - 8:45 a.m. Opening Remarks and IntroductionsLocation: Encore Ballroom 1-3Jeff Burns, Conference Chair, Walker & Dunlop

8:45 a.m. - 10:30 a.m. Western States Market Overview: The Economy, Employment and Commercial Real EstateLocation: Encore Ballroom 1-3Mary Ludgin, Ph.D, HeitmanEsmael Adibi, Ph.D, Chapman UniversityIntroduction: Jeff Burns, Conference Chair, Walker & Dunlop

10:30 a.m. - 10:45 a.m. Networking BreakLocation: Exhibit Hall (Encore Ballroom 4 & 5)

10:45 a.m. - 11:45 a.m. Morning General Session: Permanent Loan FinanceWinning in a Competitive Lending Environment


Conference Schedule

Location: Encore Ballroom 1-3Moderator: Kieran Quinn, GuggenheimSpeakers: Jaime Zadra, Prudential

Roddy O’Neal, Goldman Sachs Jeff Salladin, Hudson Advisors David Moehring, Union Bank

12:00 p.m. - 1:30 p.m.

Keynote Speaker LuncheonLocation: BeethovenSpeaker: Ben Stein

Introduction: Jeff Burns, Conference Chair, Walker & Dunlop1:45 p.m. - 2:30 p.m.Concurrent Sessions:

Session I: Private Capital Finance - Non-Bank Capital - How to get Deals Done with Alternative Financing SourcesLocation: Brahms 1 & 2Moderator: Elliot Shirwo, Bolour AssociatesSpeakers: Carrie Nikols, Nikols Mortgage Fund

Brian Haines, Owens Financial Group Lisa Cappelletti, ReadyCap Commercial Chuck Hershson, Fidelity Mortgage Lenders

Session II: Construction Lending: Are Construction Lenders Going Beyond Multihousing Deals?Location: Brahms 3 & 4Moderator: David Rosenthal, Curtis-Rosenthal, Inc.Speakers: Rob Brady, Bank of the West

Ted Bodnar, Wells Fargo John Swanson, Umpqua Bank

2:45 p.m. - 3:30 p.m.Concurrent Sessions:

Session III: Equity & Mezzanine Finance: The Expanding World of Creative Sub-DebtLocation: Brahms 1 & 2Moderator: John Smeck, Johnson CapitalSpeakers: Patrick Mattson, Rialto Capital

Chris Duey, Principal Real Estate Investors David Tindall, Morrison Street Capital Jake Martin, Alex Brown Realty

Conference Schedule


Session IV: Single Tenant Finance: Navigating the Issues with Single Tenant Property LoansLocation: Brahms 3 & 4Moderator: David Smyle, Pacific Southwest Realty ServicesSpeakers: Michael Kalt, William Blair

Bob McRae, EverBank Doug Clyde, Symetra James Ritter, Premier America Credit Union

3:30 p.m. - 3:45 p.m. Networking BreakLocation: Exhibit Hall (Encore Ballroom 4 & 5)

3:45 p.m. - 4:45 p.m. Afternoon General Session: Structured Loan FinanceBridging the Gap from Opportunity to Stabilization Location: Encore Ballroom 1-3Moderator: Jay Rollins, JCR CapitalSpeakers: Ronnie Gul, Mesa West Capital

Scott Douglass, Prime Finance Mike Coen, GE Capital John Neff, A10 Capital

4:00 p.m. - 8:00 p.m.Correspondent/Lender Meetings

5:00 p.m. - 6:00 p.m.Sponsor Appreciation Reception*By Separate Invitation*

FRIDAY, SEPTEMBER 19, 20148:30 a.m. - 9:30 a.m.Continental BreakfastLocation: Exhibit Hall (Encore Ballroom 4 & 5)

9:30 a.m. - 11:00 a.m. Closing Super Session: Multihousing FinanceSurviving in Multihousing LendingLocation: Encore Ballroom 1-3Moderator: Rick Wolf, GreystoneSpeakers: Phyllis Klein, Fannie Mae

Rich Martinez, Freddie Mac Rob Noble, Intervest Kirk Kniss, NYLICO

11:00 a.m.Conference Adjourns

Conference Schedule


cmba

california mortgagebankers association

17TH ANNUAL WESTERN STATES CREF CONFERENCESEPTEMBER 17-19, 2014 | ENCORE LAS VEGASREGISTRATION FEES

‘Early Bird’ registration is $265 for CMBA members and $395 for non CMBA members. Registrations received after August 18 will be $365 for CMBA members and $495 for non CMBA members. You may register using this form or online at www.cmba.com. Fees include seminar materials, breakfasts, keynote speaker luncheon, receptions, and admit-tance to all conference sessions, the exhibit hall & sponsor meetings. No guest passes will be issued.

CANCELLATION & REFUND POLICY

Requests for refunds received by August 1, 2014 will be subject to a $50 cancellation fee. Cancellations received after August 1, 2014 will be subject to a 50% cancellation fee. No refunds will be issued after August 20, 2014. All requests must be received in writing.

HOTEL ACCOMMODATIONS & CONFERENCE ATTIRE

Hotel information will be provided after conference registration is received. Hotel rooms are for Western States Commercial Real Estate Finance Conference attendees only. Conference attire is business casual. CMBA Hotel Room Rate is $269/night.

Please type or print the information below. Please photocopy this form to register additional people for the conference.

ATTENDEE INFORMATION

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please make checks payable to cmba, or complete the credit card information beloW:

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555 CAPITOL MALL, SUITE 440 SACRAMENTO, CA 95814 WWW.CMBA.COM PHONE 916-446-7100 FAX 916-446-7105

REGISTER BY AUGUST 18, 2014 TO RECEIVE EARLY BIRD DISCOUNT

SEPTEMBER 17-19, 2014ENCORE AT THE WYNN LAS VEGAS3121 LAS VEGAS BLVD. SO.LAS VEGAS, NV 89109888-320-7125

PAYMENT METHOD(CHOOSE ONE)

Check enclosed* Charge credit card as shown

REGISTRATION FEES(BY AUGUST 18, 2014)

$265 for CMBA members $395 for non CMBA members

(AFTER AUGUST 18, 2014)

$365 for CMBA members $495 for non CMBA members

GOLF REGISTRATION FEES

$125 per participant

total enclosed

To develop a stronger political voice for the real estate finan e industry, $20 of you registration fee will be donated to CAMPAC. Please check here if you do not want to contribute to CAMPAC. The reg-istration amount is the same whether you choose to contribute to CAMPAC or not.

*Electronic Check Conversion NOTICE:When you provide a check as payment, you authorize us ei-ther to use information from your check to make a one-time electronic fund transfer from your account or to process the payment as a check transaction. Funds may be withdrawn from your account as soon as the same day and you wil l not receive the check back from your financial institution. If your payment is returned due to insufficient funds, you au-thorize us to make a one-time electronic fund transfer from your account to collect a fee of $25 as allowed by state law.

Click here to join theMortgage Action All iance!

The Mortgage Action All iance (MAA) is a voluntary, non-parti-

san and free nationwide grassroots lobbying network of real estate

finance industry professionals, af-fi l iated with the Mortgage Bankers Association (MBA). MAA is dedi-cated to strengthening the indus-try's voice and lobbying power in Washington, DC and state capitals

across America.

Email Registration Form(s) [email protected] OR fax to (916) 446-7105

Dealmaking in Today’s Market - · PDF file17th Annual Western States ... Cart Fees, Box...

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Transcript of Dealmaking in Today’s Market - · PDF file17th Annual Western States ... Cart Fees, Box...