Wednesday, June 27
Moscone Center, San Francisco
With conventional financing virtually at a standstill, what are the new sources, how can they be accessed, and what are the deal terms? Builders, developers, lenders and brokers will engage in a full day program of analysis, forecasting, candid dialogue, and real solutions to the challenge of getting deals done. The afternoon is capped with the always popular Meet The Money builder/lender networking session.
2011 Forum Agenda
8:30am–8:45pm
Introduction and welcome
8:45am–9:45am
Economic Forecast: Translating the Macro Economic Forecast to Real Local Market Knowledge
We’ll give the national economic update but there are also important developments happening in the local markets. We’ll ask our economists to get specific about who’s going to buy, where they are going to buy, what they are going to buy and how they’re going to pay for it. Prominent economists will share—and debate—their forecasts for the economy, financial markets, and what it all means for housing.
Ken Rosen, Chair, Fisher Center for Real Estate and Urban Economics
Elliott Pollack, CEO, Elliott D. Pollack & Company
John Silvia, Managing Director, Chief Economist, Wells Fargo Securities, LLC
9:45am–10:45am
PCBC Capital Markets Survey Results
What do private and institutional debt and equity sources really want? PCBC and Jeff Meyers will survey them about cost of capital, preferred rates, return requirements, geographic preference and more. Get their direct responses...along with ‘color commentary’ analysis of the findings.
Jeff Meyers, Principal, Meyers LLC
11:00am–12:00pm
Accessing Land via Distressed Debt
Not all the best land deals come from brokers or owners. More and more banks are finding themselves unexpectedly – and unwillingly – thrust into the real estate business. Find out how these accidental owners view land and how you can successfully work with them. An expert panel of REO specialists will share their perspectives.
Moderator: Mark Beisswanger, Managing Director, CityView
Tony Avila, Managing Principal, Encore Housing Opportunity Fund
Michael Lugli, Executive Vice President, KeyBank
Luv D. Shah, Principal, Ranieri Real Estate Partners
Kev Zoryan, Managing Director, Morgan Stanley Real Estate Fund
12:00pm–1:30pm
Lunch break with time to visit the exhibit floor
1:30pm–2:30pm
Equity Providers: Who's Got It and How to Get It
A panel of leading equity sources—all active players in today's market—will speak about what they want both financially and in a partner. Get the true scoop on real deals from real players.
Moderator: Mathew A. Wyman, Partner, Cox, Castle & Nicholson LLP
Peter J. Fioretti, CEO, Mountain Funding LLC
Connie Emmitt-Stern, Senior VP, Resmark Equity Partners
Jason Keller, Senior Vice President, Oaktree Capital
Dave Waters, Director Business Development, GDC Communities
2:45pm–3:45pm
Debt Providers: Put Me in Coach, I'm Ready to Play
Are debt providers getting ready – really ready – to turn on the spigot? A panel of leading debt sources will share their perspective on today's market. Find out where they're lending and on what terms—or why they’re not lending and what it will take to get them off the sidelines.
Moderator: John Burns, President, John Burns Real Estate Consulting
Don Faye, President, Presidio Residential Capital
Joshua Erskine, President, CalCon Mutual Mortgage
3:45pm–4:15pm
Roundup – Straight Talk from the Builder's Perspective
A panel of builder presidents and CFOs will lend their perspective—what they heard in the day’s discussion; what’s missing; what are the unknowns still to be addressed; and, most importantly, what it will take to get deals done going forward.
Moderator: Steven M. Friedman, Partner, Ernst & Young LLP
Bob Crowley, Managing Director, Moelis & Company
Matt Koart, Chief Executive Officer, Shapell Industries
John Terando, President California, Griffin Real Estate Management
4:15pm–5:45pm
Meet the Money Networking
End the day with an informal networking reception that puts you face-to-face with leading lenders and equity sources.