Land & Capital Conference
Tuesday & Wednesday, September 27-28
Omni La Costa Resort and Spa // Carlsbad, California
Registration includes Land & Capital sessions, networking meals, and an evening reception. Fee is $1,295.
Tuesday, September 27
7:30 AM-8:30 AM
BREAKFAST
8:30 AM‐9:30 AM
Economic Outlook
Christopher Thornberg, PhD, Founding Partner, Beacon Economics LLC
9:45 AM‐10:45 AM
Thanks Chris, Now What?
We just heard from Dr. Thornberg, now what do the builders think?
Michael Forsum, President and COO, Landsea
Seth Ring, Regional President, Toll Brothers, Inc.
Jim Sansburn, CFO, Hayden Homes
Lance Williams, CEO & Chairman, Williams Homes
Moderator: Tony McGill, CFA, Senior Managing Director & Head of Investment Banking, Zelman
11:00 AM‐12:00 PM
Mortgage
Heather Harmon, Head of Finance, Opendoor
Tawn Kelley, President, Financial Services EVP, Taylor Morrison Home Corp.
Kevin Skinner, EVP, Head of Home Lending, Umpqua Bank
Moderator: Rick Palacios, Jr., Director of Research, Managing Principal, John Burns Real Estate Consulting
12:00 PM‐ 1:00 PM
LUNCH
1:00 PM‐2:00 PM
The Balancing Act - Land Supply, Demand & Pricing
Erica Bose, Partner, Cox, Castle & Nicholson LLP
Andrew Brausa, Managing Director, Private Equity, Brookfield
Jeff Brouelette, Principal, Arroyo Capital, LLC
Moderator: Chris Bley, Co-President & CIO, IHP
2:15 PM‐3:15 PM
Balance Sheet Capital & Lending
Elena Bennett, Managing Director, Homebuilding Corporate Banking, Wells Fargo Bank
Priyesh R. Bhakta, President, Hankey Capital
John Eldean, Senior Managing Director Commercial Real Estate, Alliance Bank
Jeff Herrmann, Chief Financial Officer, The Resmark Companies
Moderator: Tom Farrell, Division Manager of Homebuilder Finance, Umpqua Bank
3:15 PM‐3:45 PM
AFTERNOON BREAK
3:45 PM‐4:45 PM
M&A – Lessons Learned
Ben Jogodnik, Managing Director, Toll Brothers
Jason Keller, Managing Director and Head of Residential, Oaktree Capital Management
Stephen S. Kim, Senior Managing Director, EVERCORE ISI
Corin M. Korenaga, Partner, Cox, Castle & Nicholson
Moderator: Margaret Whelan, CEO, Whelan Advisory
5:00 PM-7:00 PM
CHAIRMAN’S RECEPTION
w/Leader-to-Leader Forum & National Buyers Circle
Wednesday, September 28
7:30 AM-8:30 AM
BREAKFAST
8:30 AM‐9:30 AM
Repurposing for Housing
Larry English, Founding Principal, Union Property Company
Tony Pauker, Vice President, Land Acquisitions, Brookfield Properties
Christopher Pierson, Vice President of Acquisitions, Intracorp
Brian Rupp, EVP, Real Estate, Shopoff Realty Investments
Moderator: Malee Tobias, SVP, Consumer & Market Insights, Brookfield Properties
9:45 AM‐10:45 AM
Experts on Workforce
Chris Ball, Specialist, Diversity & Engagement, Brookfield Properties – Development
Rodney Hall, Partner, Hall Williams Executive Search
11:00 AM‐12:00 PM
BTR Capital
David Butler, CEO & Managing Partner, Argosy Real Estate Partners
Bill Maher, Director of Strategy & Research, RCLCO Fund Advisors
Renee McDonnell, Managing Director, SVP, IHP
Don Walker, Managing Principal and CFO, John Burns Real Estate Consulting
Moderator: Andrea Finger, Managing Director, Whelan Advisory
12:00 PM‐1:00 PM
LUNCH
1:00 PM‐2:30 PM
Closing Keynote: Jon Acuff, Bestselling Author, Change Strategist
2:30 PM
Conference Adjourns