Investment and development for operators, developers, financiers and investors

Day one: Thursday, December 2, 2010

Day one: Thursday, December 2, 2010 »

Day two: Friday, December 3, 2010 »

last modified: 02 December '10

8.30am

Registration and morning coffee

9am

Opening remarks

GOVERNMENT AND REGULATION – HELP OR HINDRANCE?

9.15am

Keynote session: What is the next big opportunity for North America’s real estate?

Multi-family, hotels, and commercial: are these sectors delivering on their hype?
How do Mexico and Canada factor into North America’s real estate equation?
Should investors look outside the United States or continue to weather the downturn’s storm?
Reality check: does the housing market need a pep rally?

Dr Peter Linneman,

Professor of Real Estate, Finance and Business Policy, Wharton Business School

9.45am

The FDIC and bank foreclosures

The FDIC's developments toward a reduction of residential foreclosures
The successful restoration of IndyMac and the Bair modification loan
What other implications will result from Bair's modification loan?
What's next from the FDIC? Will their efforts fuel recovery?

Mr Tim Kruse,

Senior Capital Markets Specialists, FDIC

CAPITAL RAISING AND EXECUTING

10.15am

Panel session: Raising capital – $how me the money

Funds relinquishing capital; examining the options for financing
With more than $6 billion of capital being returned to investors, will a lack of properties continue to fuel fund givebacks?
Institutional investors’ perspectives on capital-raising

Mr Marc Weiss,

Chair, Real Estate Investment Committee, Partners Group

Mr Fred Gortner,

Managing Director, Paladin Realty

Mr Ambrish Baisiwala,

Chief Executive Officer, Portman Holdings, LLC

11am

Speed networking

This is the revolutionary, exciting, quick and non-pressurized way to meet fellow conference delegates and industry peers in one 45 minute session. These brief meetings are the starting point for conversation and networking throughout the conference.

11.45am

Morning networking break

SECTOR SPOTLIGHTS – DISTRESSED AND RESIDENTIAL

12pm

Panel session: Distressed – stress or profit?

Reality check: has distressed become too saturated?
Is it still possible to snag prime REO properties?
Learning from the RTC’s failures: due diligence to ensure key opportunities don’t evade potential investors
Are short sales still worthwhile? What other exit strategies exist?
Where are the distressed opportunities? A look at Mexico, the Caribbean, Florida and Arizona
Examining niche sectors: self-storage

Mr Tom Shapiro,

President and Chief Executive Officer, GTIS Partners

Mr Kenneth Nitzberg,

Chief Executive Officer, Devon Self Storage Holdings LLC

Mr. Matt Gillio,

Chief Executive Officer, Gillio Development Inc.

Mr Mukang Cho,

Chief Executive Officer, In-Rel Properties

12.40pm

Panel session: Multi-family – the next big trend in residential?

With luxury rebounding, do luxury apartments present a key investment opportunity?
Fact or fiction: do multifamily investments offer lower risk and higher return?
Private or multifamily REIT: which way to go?
Does multi-family have staying power or is it just the next "distressed"?

Mr Doug Adams,

Vice President, Development, Seligson Properties

Ms Wendy Rowden,

Head, Jonathan Rose Companies

Mr Alex Nyhan,

Development Manager, Forest City

Mr Dan Murphy,

Chief Financial Officer, Bozzuto Group

Mr Kura Chihota,

Executive Director, Leapfrog Property Group

1.20pm

Networking lunch

PENSION FUNDS, FAMILY OFFICES AND OTHER LPs

2.45pm

Keynote panel session: Will institutional investors start allocating to real estate again?

Have the scars healed or will institutional investors continue to be risk averse and reluctant to invest in real estate?
Capturing pensions’ interest: where are they investing and why? How much longer can they sit on their money without generating returns?
What can funds do to garner favor from institutional investors?

Mr Joshua Daitch,

Senior Managing Director, Institutional Real Estate Multi-Manager Group, Mesirow Financial

Mr Jerry Davis,

Chairman, City of New Orleans

Mr Rodgers Harshbarger,

Associate Director, UNC Management Company Inc.

Ms Alisa Mall,

Associate Director of Investments - Real estate, Carnegie Corporation

Mr Richard Moore,

Trustee, Investment Committee Member, Wake Forest University Endowment

Mr Aqil Khan,

Head of Indirect Property, Zurich, Aberdeen Asset Management

3.30pm

Afternoon networking break

REITS – HOW DO THEY STACK UP AGAINST OTHER VEHICLES?

3.50pm

REITs – beacon of light in an injured market?

With real estate stocks climbing in value in spite of the real estate slump, are they the way to go?
With "liquidity" as the new buzz word, are public REITs emerging as the most viable investment option?
Showdown: Public versus private REITs; individual REITs versus mutual funds versus ETFs. Which delivers the best returns?
Are US real estate ETFs really outperforming their international competitors?

Ms Kathy Jassem,

Senior Portfolio Manager, NJ State Treasury

Mr Andy Duffy,

Senior Portfolio Manager, Global Real Estate Investments Fund

4.30pm