2020 Schedule

Schedule subject to change.

Note: Meeting rooms may change. Please refer to the MBA Events mobile app, available in both the App Store and Google Play, on-site for final locations.



Tuesday, February 11, 2020

  • Press Room (Credentialed Media Only)

    Location: 2nd Floor,
    Balboa A

    Press Event

  • Registration

    Location: 2nd Floor,
    Palm Foyer

    Registration

  • Breakfast

    Location: 2nd Floor,
    Seaport Ballroom Foyer

    Breakfast,

    Networking Opportunities

  • DUS Peer Group Breakfast Meeting (By Invitation Only)

    Location: 4th Floor,
    Coronado Ballroom E

  • Member Engagement Suite

    Location: 2nd Floor,
    Balboa B

    Member Services Event

  • Breakout Session: Risky Business: Late Stage Cycle Conversation on Credit, Valuations and Underwriting

    Location: 2nd Floor,
    Seaport Ballroom G


    Speaker(s)

    Gregg N. Gerken, Executive Vice President and Head of U.S. Commercial Real Estate Lending, TD Bank

    Kelly M. Wrenn, Partner, Ballard Spahr LLP

    Chris LaBianca, Managing Director, UBS

    Romina Padhi, Vice President, Senior Credit Officer, Moody's Investor Services

    Joel Traut, Managing Director, Real Estate, KKR

    Breakout Session

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    Loan production involves risk and reward. Lenders are focused on putting money to work but also prudently managing risk in an effort to get their capital back with interest. In this session, panelists discuss where credit is across product lines and how underwriting is evolving this cycle, as well as how market participants view property valuations today and what it means for the debt markets.

    Speaker(s)

    Gregg N. Gerken, Executive Vice President and Head of U.S. Commercial Real Estate Lending, TD Bank

    Gregg Gerken is the Head of Commercial Real Estate for TD Bank, America's Most Convenient Bank.  Gregg is responsible for a $20 Billion Investment Real Estate portfolio and a $2 Billion LIHTC Equity portfolio serving regional, Institutional Real Estate clients. He has over 32 years of banking experience, spending over 20 years in the real estate industry. Gregg Gerken joined TD Bank. America's Most Convenient Bank in 1997 as the Senior Lender for the Northern Region.  In 1998 he was promoted to Senior Vice President and Market Manager for TD Bank.  In 2008 he was promoted to the North Market President of TD Bank, responsible for the Commercial and Retail Banking functions in Bergen, Passaic, and Hudson Counties, New Jersey & Rockland County, New York. In August 2009, Gregg was promoted as Co-Director of Commercial Real Estate for TD Bank and in October 2010, Gregg was announced as the Head of Commercial Real Estate for the bank.

    Prior to joining TD Bank, Gregg’s responsibilities included Real Estate Lending in New Jersey for Fleet Bank, National Westminster Bank & Citizens First National Bank, which were combined through mergers.  He held positions of increasing responsibility including Team Leader-Real Estate Lending and was Real Estate Division Manager. Gregg currently serves as Vice Chairman of the Mortgage Bankers Association (MBA) Capital Council and CREF/MF Council Chairs Committee. This year he will serve as the outgoing Chairman for the Senior Bankers Executive Roundtable Committee and a member of the MBA's HVCRE Committee. Gregg is also a member of the Real Estate Roundtable's Real Estate Capital Policy Advisory Committee (REPAC), and the Homeland Security Task Force Committee. 

    He served on the Executive and Development Committee for the New Jersey chapter of the Susan G. Komen® Breast Cancer Foundation and serves on the Board of Theatre Square Development for the New Jersey Performing Arts Center. He also volunteers for the Big Brothers Big Sisters of New York City. Gregg ran in his third Boston Marathon on April 21, 2014. Gregg graduated from Ohio University with an International Business and Political Science degree.

    Kelly M. Wrenn, Partner, Ballard Spahr LLP

    Kelly M. Wrenn is a member of Ballard Spahr's Elected Board and leads its Banking and Financial Services Industry Team. He focuses on a wide range of transactional matters, with an emphasis on business finance transactions, real estate law, and commercial loan servicing. Kelly's clients include portfolio, agency, and conduit lenders, commercial loan servicers, and other financial institutions. Significant rating agency contacts have been developed in connection with his structured-finance practice, and he has been involved in the closing of real estate and business finance transactions throughout the United States. He has been involved in a number of high-profile business finance transactions in recent years.

    Board Memberships

    CRE Finance Council, Board of Governors, 2019

    EDUCATION

    Washington and Lee University School of Law (J.D. 1984)

    Wake Forest University (B.A. 1980, cum laude)

    Chris LaBianca, Managing Director, UBS

    Chris LaBianca is a Managing Director and Head of Origination for the Real Estate Finance and Mortgage Backed Securities Group within the UBS Investment Bank.  In this role, Mr. LaBianca is responsible for leading a national lending platform which provides commercial real estate debt for execution through the CMBS market as well as traditional balance sheet lending. Mr. LaBianca has spent over 25 years in the real estate debt markets with firms in the commercial banking, investment banking and private equity space. Prior to joining UBS, Mr. LaBianca spent five years as President of RCG Longview, a real estate private equity platform sponsored by investment manager Ramius Capital Group and The Feil Organization. Prior to joining RCG, he spent nearly eight years at Bank of America, most recently serving as a Managing Director and Co-Head of National Originations in the firm's Real Estate Capital Markets group. Prior to Bank of America, Mr. LaBianca spent eight years at Chemical and Chase Manhattan Bank, predecessors to JPMorgan Chase, holding senior management positions in the Real Estate Finance and US Securities divisions. He began his career as an Analyst with Prudential. Mr. LaBianca received his BS from Rider College and his MBA from the Whitman School of Management at Syracuse University, where he serves on the Advisory Board for the Kuhn Real Estate Center. Mr. LaBianca is currently serving in several capacities for the Mortgage Bankers Association.  These include membership on the MBA Board of Governors as well as its Commercial Mortgage Board of Governors, and previously as a member of the Nominating Committee as well as Vice Chairman for the Investor Council.  He is a past Chairman of the Real Estate Board of NY’s Finance Committee.  Mr. LaBianca is also an active member of the International Council of Shopping Centers and the Commercial Real Estate Finance Council and a past member of the NYC Advisory Board for NAIOP.  He has spoken at numerous industry events including MBA, ICSC, NAIOP, CREF-C and REBNY as well as conferences sponsored by iGlobal, Crittenden, Commercial Observer and BISNOW among many others.

    Romina Padhi, Vice President, Senior Credit Officer, Moody's Investor Services

    Romina Padhi is a Vice President – Senior Credit Officer within the Structured Finance Group at Moody’s Investors Service. She is a team leader within the CMBS Surveillance group focusing on U.S. Conduit/Fusion and Large Loan/Single Borrower transactions. In addition, Romina manages the review of credit assessments for commercial real estate assets within CRE CDO/CLO’s. Prior to her current position, Romina was a lead analyst within the CMBS and CRE CDO/CLO primary and surveillance team where she has rated and reviewed various fixed and floating rate CRE CDO/CLO and CMBS transactions. Romina is a frequent contributor to research and various commercial real estate research initiatives.  Prior to joining Moody’s, Romina worked in India for three years in residential and commercial real estate finance. 

    Joel Traut, Managing Director, Real Estate, KKR

    Joel Traut (New York) joined KKR in 2015 and is a member of the Real Estate team. He serves as Head of Originations for KKR Real Estate Credit and is responsible for business development, the origination process and team coordination across the real estate direct lending business. In addition, he is involved in sourcing, underwriting, negotiating and structuring debt investments across all credit products, asset types and geographies. Prior to joining KKR, Mr. Traut spent thirteen years at GE Capital, most recently as a region manager at GE Capital Real Estate, where he led their northeast commercial team. He focused on investing in real estate credit strategies including first mortgage and mezzanine loans. He joined GE in 2002 as part of GE Capital’s financial management program and during his tenure worked across multiple GE Capital business segments including: commercial real estate, aviation services, and commercial finance corporate. Mr. Traut graduated summa cum laude from the University of Kentucky and holds a B.B.A. in Finance and Marketing. Mr. Traut is currently a member of the Urban Land Institute, Commercial Real Estate Finance Council, and National Association of Industrial and Office Properties (“NAIOP”) where he sits on its Capital Markets Council.

  • Breakout Session: The Policy You Help Make Is the Policy You Take

    Location: 2nd Floor,
    Seaport Ballroom F


    Speaker(s)

    Bill Killmer, Senior Vice President, Mortgage Bankers Association

    Isaac Boltansky, Director, Policy Research, Compass Point Research & Trading, LLC

    Michael Heagerty, CCMS, Principal and Chief Financial Officer, Gantry

    Susan Milazzo, Chief Executive Officer, California Mortgage Bankers Association

    Breakout Session

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    The rules of the game impact lenders and their businesses in a variety of ways. What policy issues are in play and what are some of the implications for your business? What is the political landscape in Washington and across the country and how is this impacting the economy? Attend this session to learn from those in the know.

    Speaker(s)

    Bill Killmer, Senior Vice President, Mortgage Bankers Association

    Bill Killmer is Senior Vice President for Legislative and Political Affairs at the Mortgage Bankers Association (MBA). A veteran of nearly twenty five years in the housing arena, Bill is responsible for managing the real estate finance industry’s legislative, grassroots, and political fundraising activities, in close coordination with the MBA member leadership and its public policy and lobbying teams. He directs MBA’s outreach to Congress, as well as other key political advocacy efforts. Previously named one of CEO Update's trade association Top Lobbyists, Killmer joined MBA in July 2010, after nearly twenty years in the policy space at the National Association of Home Builders (NAHB). During his NAHB tenure, Killmer served as the association's Chief Lobbyist and, more recently, as Executive Vice President for Advocacy, managing all aspects of the group's public policy outreach. He previously served as a Senior Legislative Officer for Congressional and Intergovernmental Affairs at the U.S. Department of Labor during the George H.W. Bush administration. Killmer holds a Bachelor's degree in Business Administration (BBA) with a concentration in Finance/Economics from Baylor University.

    Isaac Boltansky, Director, Policy Research, Compass Point Research & Trading, LLC

    As the Director of Policy Research for Compass Point Research & Trading, Mr. Boltansky coordinates the firm’s Washington policy analysis and follows financial services policy issues with a particular focus on mortgage finance, consumer lending, banking regulations, capital formation, and tax policy. Mr. Boltansky joined Compass Point from the Troubled Asset Relief Program (TARP) Congressional Oversight Panel and previously worked as an analyst at EJF Capital, a multi-strategy hedge fund focused exclusively on the financial sector.

    Michael Heagerty, CCMS, Principal and Chief Financial Officer, Gantry

    Michael Heagerty is a Principal and Chief Financial Officer for Gantry. His areas of responsibility include the financial performance, management, and direction of each of the company’s business lines. Michael has managed the expansion of Gantry’s platform including operational, recruiting, and technology initiatives that strive to improve the company’s loan production and servicing capabilities. Since forming Gantry’s Loan Servicing Department in 1994, the department has grown to be one of the top commercial loan servicers in the country with a portfolio representing over $13BB in loans.

    Susan Milazzo, Chief Executive Officer, California Mortgage Bankers Association

    Susan has led the California Mortgage Bankers Association (CMBA) since 2004. The organization’s membership is comprised of residential and commercial mortgage bankers and the companies that provide services to those industries. California MBA’s main objective is to represent the real estate finance industry before the California State Legislature and regulatory agencies. Prior to California MBA, she owned an association management firm in Sacramento California providing management and consulting services to a variety of professional organizations. From 1991 through 1996, Susan owned a political fundraising firm in Sacramento with a client base comprised of Republican candidates and elected officials for the State Legislature, local and statewide races. From 1988 through 1991 she served as a Legislative Assistant to a member of the California State Assembly. Her first campaign position was an administrative role on the Reagan-Bush 1984 Presidential campaign in the California headquarters. She lives with her husband on a walnut farm in Oakdale, CA.

  • Stronghill Capital (By Invitation Only)

    Location: 2nd Floor,
    Seaport Ballroom C

    Correspondent Presentation Meeting

  • COFFEE SPOT

    Location: THE HUB,
    2nd Floor,
    Harbor Ballroom

    HUB Event,

    Networking Opportunities

  • Refreshment Break

    Location: THE HUB,
    2nd Floor,
    Harbor Ballroom

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • THE HUB is Open

    Location: 2nd Floor,
    Harbor Ballroom

    Exhibit Hours,

    Networking Opportunities

  • Breakout Session: Big Little Loans: Examining Growth in Small Balance Lending

    Location: 2nd Floor,
    Seaport Ballroom G


    Speaker(s)

    Sam Chandan, Ph.D., Larry & Klara Silverstein Chair in Real Estate Development & Investment, Associate Dean, NYUSPS Schack Institute of Real Estate

    Rick Wolf, Executive Vice President, Greystone

    Gary Bechtel, President, Money360, Inc.

    Randy Fuchs, Principal and Co-Founder, Boxwood Means, LLC

    Mike Morey, Vice President and Managing Director, StanCorp Mortgage Investors, LLC

    Breakout Session

    Read more Read less

    Increasing small-balance commercial lending has been a blockbuster growth story this cycle. Whether it’s multifamily collateral or other property types, the growth in small-balance lending is epitomized by thriving agency lending programs competing with other sources of capital, as well as increased investor interest in secondary markets. Find out what factors are driving this trend and what the outlook is for this segment of the debt market.

    Speaker(s)

    Sam Chandan, Ph.D., Larry & Klara Silverstein Chair in Real Estate Development & Investment, Associate Dean, NYUSPS Schack Institute of Real Estate

    D. Sam Chandan, PhD is the Larry & Klara Silverstein Chair in Real Estate Development and Investment and dean of NYU's Schack Institute of Real Estate. He is also founder of Chandan Economics, a provider of multifamily and commercial real estate mortgage data and risk analytics to banks and bank regulators, and co-host of the Real Estate Hour on SiriusXM Business Radio.

    Dean Chandan's commentary on commercial and residential real estate markets and the broader economy has been featured regularly in national and global press, including the Wall Street Journal, the Financial Times, CNBC, and Bloomberg. Among his recent publications, he is the editor and co-author of Real Estate Financing, published by PEI, and the lead investigator for Regulatory Design and Real Outcomes, a major study on the regulation of commercial real estate lending commissioned by the Commercial Real Estate Finance Council (CREFC).

    Dean Chandan's applied research is focused on commercial real estate capital markets and risk analytics, as well as long term changes in space use patterns and the impact of these changes on cities. Dean Chandan presents regular updates on commercial real estate lending trends to US and global regulators, including the Board of Governors of the Federal Reserve System and the Federal Deposit Insurance Corporation (FDIC). He holds an honorary appointment as the Economist Laureate of the Real Estate Lenders Association and has served on the real estate advisory council of the Federal Reserve Bank of Atlanta.

    Dean Chandan received his PhD in Applied Economics from the Wharton School and was a Doctoral Scholar in the Economics Department at Princeton University. In addition to real estate, his academic work has focused on issues relating to school access, poverty reduction, and development economics. In addition to his doctorate, he holds graduate degrees in economics and engineering and an undergraduate degree in economics, finance, and public policy.

    Dean Chandan was previously the Laurence and Susan Hirsch Adjunct Associate Professor of Real Estate at the Wharton School and a visiting professor on the faculty of the Economics Department at Dartmouth College. Prior to founding Chandan Economics, Dean Chandan was Global Chief Economist and Executive Vice President at Real Capital Analytics (RCA). During his tenure as Chief Economist and Senior Vice President at Reis (NASDAQ:REIS), he was part of the executive team that took the company public.

    Rick Wolf, Executive Vice President, Greystone

    Rick Wolf is an Executive Vice President and leads Greystone’s small loans production, which includes Fannie Mae and Freddie Mac platforms. Previously, he worked at Fannie Mae for 11 years as Vice President where he was responsible for small loan production, negotiated pools and large national accounts. Rick also worked in securitization groups at Merrill Lynch and KPMG. He holds an MBA in finance from Florida State University and a Bachelor’s degree in Economics from the University of Miami.

    Gary Bechtel, President, Money360, Inc.

    Gary is the President of Money360 and is responsible for developing and executing Money360’s expansion strategy. Gary also serves on Money360’s Credit Committee and Board of Directors.  Prior to joining Money360, he was Chief Lending/Originations Officer of CU Business Partners, LLC, the nation’s largest credit union service organization. Previously, Gary held management and production positions at Grubb & Ellis Company, Meridian Capital, Johnson Capital, FINOVA Realty Capital, Pacific Southwest Realty Services and Hometown Commercial Capital. Gary began his career with the Alison Company. Over the past thirty-four years, Gary has served in numerous roles (as a lender or an intermediary) and been involved in all aspects of the commercial real estate finance industry including the origination, underwriting, structuring, placement and closing of over $10 billion in commercial debt transactions ranging in amounts from $1 million to $150 million. These transactions were placed/funded with a variety of capital sources including life companies, commercial banks, and equity and mezzanine funds, on property types that included office, retail, industrial, multifamily, hospitality, self-storage and manufactured housing. He is a member of the Mortgage Bankers Association of America, California Mortgage Bankers Association, National Association of Industrial and Office Properties, and International Council of Shopping Centers. Gary regularly speaks at industry events and has written articles and been quoted in numerous regional and national publications.

    Randy Fuchs, Principal and Co-Founder, Boxwood Means, LLC

    Randy is a principal and co-founder of Boxwood Means. He has overall responsibility for the firm’s operations, market research, and sales and marketing. With 30 years of experience as a commercial real estate (CRE) market analyst, Randy pioneered research on the previously uncharted territories of the small commercial property and loan markets. Today, Boxwood’s core services of property valuation and data analytics support over 300 banks and nonbank lenders in this small-cap CRE domain.  Prior to co-founding Boxwood Means in 2003, Randy served as senior vice president of two national real estate research firms, Reis, Inc. (later acquired by Moody’s) and GMACCM/Realpoint (later acquired by Morningstar). Randy's small balance lending and property market analyses are employed for strategic planning, business planning and competitive research among his firm’s clients, and his reports are frequently cited in the business press and trades. He has published research articles in trade journals such as Mortgage Banking magazine, The RMA Journal and Scotsman Guide.  He currently writes Boxwood’s popular quarterly market trends report, the Small Balance Advocate, as well as the firm’s research blog.  Randy is a regular speaker at industry conferences such as the Mortgage Bankers Association, Crittenden real estate conferences, selected annual financial services conferences and various client forums.

    Mike Morey, Vice President and Managing Director, StanCorp Mortgage Investors, LLC

    Mike has been active in the commercial real estate finance and investment industry for more than 25 years.   He currently oversees StanCorp Mortgage Investors’ origination, servicing and participation programs, as well as their commercial real estate equity investments and portfolio. Mr. Morey is a member of the board of directors and past president of Westside Economic Alliance in Portland, OR, a member of the Portland State University Center for Real Estate Advisory Board, and a member of the board of directors of the Hillsboro Chamber of Commerce.

  • Breakout Session: Ground Up: Construction and Rehab Lending Trends

    Location: 2nd Floor,
    Seaport Ballroom F


    Speaker(s)

    Nicole Brickhouse, Vice President, Capital Markets, Walker & Dunlop

    Rob Bedwell, CRI, Senior Vice President, Mortgage Loans, Protective Life Insurance Company

    Gregory R. Reimers, Managing Director, Northeast Market Manager, Real Estate Banking, Commercial Banking, JP Morgan Chase

    Daniel J. Mullinger, Executive Vice President, Co-Head, PNC Real Estate Banking

    Joseph G. Stevens, Managing Director of Originations, Annaly Commercial Real Estate Group

    Breakout Session

    Read more Read less

    The building of new construction and adaptive re-use of existing buildings are lucrative niches for various real estate capital providers. Experts discuss what trends are occurring in these areas as a result of space market and capital market dynamics, and what market participants expect in 2020.

    Speaker(s)

    Nicole Brickhouse, Vice President, Capital Markets, Walker & Dunlop

    Nicole Brickhouse, Vice President in the company’s Debt and Structured Finance Group, is based out of Walker & Dunlop’s Bethesda office. Ms. Brickhouse is responsible for sourcing equity and debt financing solutions for commercial real estate developers and owners throughout the United States. Bringing over eight years of experience to the company, Ms. Brickhouse has expertise with all asset classes, including multifamily, retail, office, industrial, and data centers. Before joining Walker & Dunlop, Ms. Brickhouse served as a director at HFF, where she sourced, marketed, and closed real estate debt and equity transactions for all property types. In addition to structuring comprehensive deal terms, she delivered market-related and deal-specific expertise to investment advisory teams. Prior to HFF, Ms. Brickhouse held project management roles at Cassidy Turley (d/b/a Cushman & Wakefield). There, she was responsible for business development, as well as managing LEED certifications, mechanical upgrades, and energy audits on more than 5 million square feet and $1 million in project budgets per quarter. Ms. Brickhouse holds a master’s degree in real estate finance from the Georgetown University School of Continuing Studies as well as a Bachelor of Arts in political science from American University. Beyond the company, Ms. Brickhouse is a member of several industry associations, including Commercial Real Estate Women (CREW), Urban Land Institute (ULI), Real Estate Group, and the Mortgage Bankers Association (MBA), where she is a member of the mPact Advisory Committee. She also served on the board of NAIOP’s Real Estate Emerging Leaders (REEL) program and the advisory board of Washington, DC Sustainable Energy Utility (DC-SEU).

    Rob Bedwell, CRI, Senior Vice President, Mortgage Loans, Protective Life Insurance Company

    Rob Bedwell is Senior Vice President, Investments for Protective Life Insurance Company in Birmingham, Alabama.  Mr. Bedwell is responsible for Protective's $6.5 billion Mortgage Loan and Real Estate portfolio which includes commercial securitizations.  Mr. Bedwell, a licensed attorney, has over 20 years’ experience in the field of mortgage loans and real estate.

    Gregory R. Reimers, Managing Director, Northeast Market Manager, Real Estate Banking, Commercial Banking, JP Morgan Chase

    Greg Reimers career in Real Estate spans over 25 years and includes experience in most facets of commercial real estate banking including; origination, syndication, re-structuring, deposit banking and credit. His lending expertise includes construction loans, acquisition and portfolio lending, subscription financing, project loans and various forms of real estate credit enhancement. In various capacities he has managed groups focused on commercial real estate, mortgage banking, community development lending, residential mortgage origination and CMBS.

    Greg is currently the Real Estate Banking Northeast Market Manager within the Commercial Bank at JP Morgan.  He manages offices based in New York, Boston, and Washington DC staffed with real estate professionals who cater to the credit and non-credit banking needs of a large and diverse real estate client base.  Prior to joining JPMorgan in 2007, Greg led the Real Estate Division of The Bank of New York. Greg is a graduate of Villanova University with a B.A. in Economics.  He is currently on the Board of Governors of the Real Estate Board of New York, a member of the Bank Executive Committee of the Mortgage Bankers Association and a steering committee member for an Association for a Better New York.

    Daniel J. Mullinger, Executive Vice President, Co-Head, PNC Real Estate Banking

    Daniel J. Mullinger is Executive Vice President and Co-Head of PNC Real Estate Banking. He has shared responsibility for the Real Estate Banking segment of PNC Real Estate which delivers lending and banking products for commercial real estate companies located throughout the United States. In this role, he has direct responsibilities for customers located in the Great Lakes, Central and West Regions. Additionally he oversees the support for customers located in Canada as well as the Bank’s Agency Warehouse Lending group. Mullinger has over 24 years of commercial banking and real estate experience having held various roles with large regional banks in Cincinnati and Cleveland, Ohio. He joined PNC through its acquisition of National City Corporation in December 2008 where he led the Real Estate Banking integration. Before being named to his current position in March 2018, he led PNC Real Estate Banking’s Western Region and served as Central Regional Manager prior to that role. He is a member of the Mortgage Bankers Association Senior Lender Roundtable, The National Association of Industrial and Office Properties, the International Council of Shopping Centers and Urban Land Institute. He is a board member for the Northeastern Ohio Chapter of the Arthritis Foundation and Notre Dame Schools in Chardon, Ohio. Mullinger is a graduate of the University of Cincinnati where he received a B.S. in accounting and finance and earned an M.B.A from John Carroll University’s Boler School of Business.

    Joseph G. Stevens, Managing Director of Originations, Annaly Commercial Real Estate Group

    Joseph G. Stevens is a Managing Director of Originations at Annaly Commercial Real Estate Group, Inc. Prior to joining Annaly in 2014, Mr. Stevens covered institutional clients for the real estate lending group at Canadian Imperial Bank of Commerce.  From 2001 to 2009, Mr. Stevens managed a retail-focused alternative investment portfolio at Kimco Realty Corp. Prior to that, Mr. Stevens held various positions in real estate investments and lending at GE Capital Real Estate. Mr. Stevens has over 25 years of experience in commercial real estate finance and received his B.A. in Public Policy from Duke University.

  • General Session: California Dreaming: A Borrower's-Eye View

    Location: 2nd Floor,
    Seaport Ballroom D


    Speaker(s)

    Brian F. Stoffers, CMB, 2020 MBA Chairman and Global President, Debt & Structured Finance, CBRE

    Steve Miller, CFA, CPA, Managing Director, Credit Analytics, Green Street Advisors

    Stephanie Holder, Senior Director & Head of Dispositions and Financing, Invesco Real Estate

    T. Anthony Premer, 2020 COMBOG Chair and Head of Real Estate Investments, Pacific Life Insurance Company

    Cassandra E. Clark, Managing Director, JP Morgan Chase

    General Session

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    The commercial real estate finance industry is built to serve the needs of entrepreneurial real estate owners and operators. Whether financing apartments, office buildings, shopping centers, hotels or
    warehouses, the business plans and the borrowers are what make our industry tick. Come hear what’s on the minds of the borrowing community.

    Speaker(s)

    Brian F. Stoffers, CMB, 2020 MBA Chairman and Global President, Debt & Structured Finance, CBRE

    Brian Stoffers, CMB, is Chairman-Elect of the Mortgage Bankers Association and Global President, Debt & Structured Finance at CBRE, a Fortune 500 and S&P 500 company headquartered in Los Angeles, and the world's largest commercial real estate services and investment firm. Under his leadership, approximately 180 professionals have originated approximately $300 billion in loan volume since 2007. Additionally, this practice maintains a loan services portfolio of more than $180 billion globally.  Brian has extensive experience in the origination, structuring, placement, closing and servicing of commercial real estate debt for life insurance companies, pension funds, banks, debt funds and loans, Freddie Mac, Fannie Mae, FHA and Wall Street sources.  Prior to the CB Richard Ellis acquisition of L.J. Melody in 1996, Brian served as senior vice president and Southwest Regional Manager for CB Commercial's mortgage banking division. He began his career with Coldwell Banker Commercial in 1981 and became a senior real estate finance officer in the firm's La Jolla, California, office. Brian currently serves on CBRE's Global Operating Committee.  An active MBA member for more than 25 years, Brian has served in several leadership positions within the organization. He currently serves as 2019 Chairman of MBA's Diversity and Inclusion Committee. Brian also serves on MBA's Executive Committee as well as the Chairman of the Audit Committee and co-chair of the GSE Reform Committee. Brian previously served on the Commercial Real Estate/Multifamily Finance Board of Directors (COMBOG), and is the former Chairman of the Task Force on GSE Reform and Capital Markets Committee.  Brian is an author of numerous industry articles and a regular contributor to national and local publications. He is an experienced guest speaker, panelist and moderator for numerous organizations and industry conferences nationwide, including MBA.

    Steve Miller, CFA, CPA, Managing Director, Credit Analytics, Green Street Advisors

    Steve is a Managing Director leading the Credit Analytics group at Green Street. He is spearheading Green Street’s risk analytics practice focused on commercial real estate lending and debt market investment. The practice provides offerings that focus on optimizing portfolio performance, including credit risk analytics, financial and regulatory reporting, benchmarking and strategic positioning. Steve is a seasoned executive with over thirty years of commercial real estate investment management experience covering the full spectrum of public, private, debt, and equity markets. He is a member of the Risk Management Association (RMA), Mortgage Bankers Association (MBA), American Bankers Association (ABA), and the Commercial Real Estate Finance Council (CREFC).

    Prior to joining Green Street in 2018, Steve spent nearly eight years as Director of Risk Analytics at the CoStar Group, leading the Capital Markets and Risk Analytics Advisory practice. Before that, Steve held various senior leadership roles at PM Realty Advisors (a subsidiary of Pacific Life), GE Financial Assurance, Washington Mutual/JP Morgan Chase, and Property & Portfolio Research. He started his career at Kenneth Leventhal & Company, a real estate accounting firm that later merged with Ernst & Young LLP. Steve graduated from the University of Southern California. He is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Public Accountant (CPA).

    Stephanie Holder, Senior Director & Head of Dispositions and Financing, Invesco Real Estate

    Stephanie Holder is Senior Director and Head of Dispositions and Financing for Invesco Real Estate (IRE), in Dallas, Texas.  She is responsible for sourcing investment level financing for all funds and separate accounts as well the national disposition efforts of all IRE investments across product types. Under her lead, the team is responsible for a combined average of $6B in transactions annually. Mrs. Holder is a member of both IRE’s Direct Investment Committee and IRE’s Structured Investment Committee. She began her career as an analyst for Lincoln Property company and subsequently joined IRE in 2008, working with the Acquisitions team as an underwriter. Shortly thereafter, she transitioned to the Dispositions and Financing team that she manages today. Ms. Holder also serves as co-chair of Invesco Women’s Network Dallas’ Chapter.  

    T. Anthony Premer, 2020 COMBOG Chair and Head of Real Estate Investments, Pacific Life Insurance Company

    Tony Premer serves as the Head of Real Estate Investments with responsibility for the company’s debt and equity investments in commercial real estate. In this role, Mr. Premer directs strategy for investments in mortgage loans, real estate securities, and wholly owned or joint venture investments in commercial real estate properties and funds. He also oversees the asset management function in Real Estate Investments that administers assets for Pacific Life, affiliates and third parties.  Total assets under management exceed $29 billion.

    Before he joined Pacific Life in 1993, Mr. Premer held positions with a private REIT in Southern California and as a real estate consultant for the firm now known as Deloitte.

    Affiliations:

    Certified Public Accountant, State of California (inactive)

    Mortgage Bankers Association, Board Member & Commercial Board of Governors

    Urban Land Institute, Multifamily Bronze Council

    National Multifamily Housing Council, Board of Directors

    National Association of Real Estate Investment Trusts

    Fisher Center for RE & Urban Economics, Policy Advisory Board

    Cassandra E. Clark, Managing Director, JP Morgan Chase

    Cassandra E. Clark, Managing Director, is the Head of the Real Estate Americas (REA) Debt Capital Markets Group at J.P. Morgan Asset Management. In this role, she is responsible for sourcing and managing the borrowings of all of the commingled funds and separate account clients advised by REA, one of the largest Real Estate platforms in the industry with over $27 Billion in gross loan commitments. During her time in REA, she has overseen the closing of $32Bn of transactions. She is also responsible for mezzanine loan valuation for the domestic platform and is a voting member of the Investment Committee within the Commercial Mortgage Loan Business. Prior to joining the group, Cassandra was a Vice President within J.P. Morgan's Commercial Bank focusing on Investor Real Estate loan origination for the bank's high new worth clients. Cassandra began her career as a credit analyst in the Commercial Bank's Asset Based Lending Group. She is a member of New York Women Executives in Real Estate (WX) and serves on the WX Mentoring Committee. Cassandra graduated magna cum laude with a B.A. in Economics and Psychology from the College of the Holy Cross. Cassandra resides in Manhattan with her husband and three daughters.

  • Attorney Roundtable (Open to MBA Members; Closed to Media)

    Location: 2nd Floor,
    Seaport Ballroom A

    Committee Meeting

  • Lunch

    Location: THE HUB,
    2nd Floor,
    Harbor Ballroom

    HUB Event,

    Lunch,

    Networking Opportunities

  • mPower Lunch: Negotiating Your Life

    Location: 1st Floor,
    Grand Hall D


    Speaker(s)

    Meg Myers Morgan, Ph.D., Author, Executive and Leadership Coach

    Marcia M. Davies, mPower Founder, Chief Operating Officer, Mortgage Bankers Association

    Lunch,

    mPower Event,

    Networking Opportunities,

    New This Year

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    Dr. Meg Myers Morgan, an expert in personal and professional negotiations, deconstructs our preconceived notions about adulthood, parenthood, and career paths and illuminates how they can limit us. By sharing her experiences personally mentoring and professionally coaching her graduate students, raising her kids, and achieving success in her own career, she provides powerful advice and inspiration to help you clarify goals, overcome doubts, have a healthy relationship with ambition, and set the terms for the life you want.

    This lunch is open to all attendees of our CREF Convention. Please RSVP via the link below to let us know if you plan to attend.

    RVSP: https://mba.informz.net/survistapro/sn.asp?gid=E07FB259-520E-4793-BC85-0141C9D1A668

    Speaker(s)

    Meg Myers Morgan, Ph.D., Author, Executive and Leadership Coach

    Dr. Meg Myers Morgan is an expert in career development and advancement. Her latest book, Everything is Negotiable (Seal Press, 2018), offer tactics to help women negotiate for more in work and life. In its first week, the book hit the Oklahoma Best Seller List and has now been translated in multiple languages. Meg gave a TED Talk, "Negotiating for Your Life", for TEDxOU in 2016. Her collection of essays, Harebrained, won the gold medal for humor from the Independent Publishers Book Awards (2015). She is an assistant professor at the University of Oklahoma and leads the graduate programs in Public Administration and Nonprofit Management on the OU-Tulsa campus. Meg holds a Ph.D. and an MPA from the University of Oklahoma, certification in Executive and Leadership Coaching from Columbia University.

    Marcia M. Davies, mPower Founder, Chief Operating Officer, Mortgage Bankers Association

    Marcia M. Davies is Chief Operating Officer for the Mortgage Bankers Association (MBA). As COO, Marcia is responsible for ensuring cross-organizational alignment and facilitating the implementation of strategic initiatives, as well as maintaining oversight of key organizational priorities. She is also the lead strategist for MBA's external activities, providing leadership, guidance and overall management to the public affairs and marketing divisions. In addition, Marcia provides strategic direction and management of MBA's Conferences, Membership, Education, Information Technology and Office Services divisions. She also provides management oversight to and is a Board member of MBA's Opens Doors Foundation. Previously, Marcia worked at the U.S. Department of Housing and Urban Development (HUD), as Senior Advisor to the Assistant Secretary for Housing and Federal Housing Commissioner. She directed HUD's industry relations program to strengthen relationships, garner support, streamline communications and resolve policy and regulatory issues. Before joining HUD, Marcia spent 21 years at Freddie Mac, where she held a variety of officer positions in communications, customer outreach, marketing, servicer relations and policy. Marcia is the founder of mPower - MBA Promoting Opportunities for Women to Extend their Reach -- MBA's networking platform for women in the real estate finance industry. She is a member of the NAWRB Diversity and Inclusion Leadership Council (NDILC). Marcia is also a member of Women in Housing Finance and the International Women's Leadership Association. In 2015, she was honored by HousingWire as one of its 2015 Women of Influence.

  • THE MEETING SPOT: Spotlight Session: Collaborative Solutions

    Location: THE HUB,
    2nd Floor,
    Harbor Ballroom


    Speaker(s)

    Steven Powel, Executive Chairman, SitusAMC

    Brian Hunt, Director Data Initiatives, Fannie Mae

    HUB Event

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    The Commercial/Multifamily Real Estate Finance industry continues to encounter issues exchanging data in a frictionless manner across multiple parties. Grab lunch in THE HUB and come over to THE MEETING SPOT to hear about recent successes related to issues such as the exchange of rent roll and appraisal data.  Steven Powel, Executive Chairman of SitusAMC and Brian Hunt, Director Data Initiatives for Fannie Mae opine on areas of future opportunity to develop industry standards and resolve pain points.

    Speaker(s)

    Steven Powel, Executive Chairman, SitusAMC

    Steven J. Powel is the Executive Chairman of SitusAMC (previously Situs) Board of Directors and works with the CEO to support the Company’s Strategic Plan. Steve has more than 36 years of experience in the real estate industry, with 29 of those years spent at Situs and affiliates.  Prior to being named Executive Chairman of SitusAMC, Mr. Powel served as President, then Chief Executive Officer of Situs. During his tenure in these roles, assets under management increased from $15 billion to $175 billion, globally.  Mr. Powel was a driving force in the firm’s growth in become one of the preeminent consulting, outsourcing, talent and technology providers to the commercial real estate debt and equity markets. He was chief architect of the firm’s growth strategy, sales and marketing. Further, he led a number of strategic initiatives, such as the creation of Situs University, a structured in-house educational platform; Situs’ Consulting Staffing Solution; Situs’ Financial Services Solution; and Situs’ Platform Solutions, a unique client focused dedicated business model, which has become an industry accepted standard for deal execution in the commercial real estate capital markets industry. He also helped accelerate the firm’s digital foundation, overseeing technology investments that led to process improvement and helped advance Situs’ professional service offering.  In 2004, Steve led the firm’s expansion into Western Europe and Asia. He also championed the firm’s M&A activity, with the acquisition of RERC, the preeminent third-party valuation oversight firm in the banking and institutional real estate industry, and HPI, the leading NPL servicer in Europe. Additionally, he oversaw the firm’s expansion into residential mortgage market with the acquisitions of The Collingwood Group and MoutainView Financial Services. In 2019, he played a contributing role in bringing together Situs and AMC to form SitusAMC, the industry’s most comprehensive provider of consulting, outsourcing, talent and technology solutions across the life cycle of both commercial and residential debt and equity.  Mr. Powel participates in several industry trade organizations, sat on numerous boards, and served as a mentor and advisor to various leaders, associations and private companies.

    Brian Hunt, Director Data Initiatives, Fannie Mae

    Brian Hunt, Director, Fannie Mae has 25+ years of experience in strategic planning, implementation and operations of large scale multifamily and residential solutions.   Subject areas include Portfolio Analytics, Decision Support, transaction life cycle support/processing, Financial Reporting, Loss Mitigation, REO and Risk Management.  Prior to joining Fannie Mae, Brian was responsible for Technology and Operations for a consulting firm that provided asset management, REO, underwiring, and financial advisory services to the residential and multifamily finance industry. 

  • Breakout Session: CRE and Emerging Tech: Conversations With Innovators

    Location: 2nd Floor,
    Seaport Ballroom G


    Speaker(s)

    John Randall, Executive Vice President, Grandbridge Real Estate Finance Capital LLC

    Will Mitchell, Chief Executive Officer, Rabbet

    Steven Powel, Executive Chairman, SitusAMC

    Bryan Doyle, Director, Operations and Technology, CBRE Capital Markets

    Breakout Session

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    As interest in emerging tech in commercial real estate peaks and some of the downsides of various business plans come to light, has the industry reached a tipping point in terms of adoption? Industry experts and leaders of start-up firms will engage in a dialogue to explore how the industry is moving forward, where it’s falling short, who’s got FOMO and what’s just noise.

    Speaker(s)

    John Randall, Executive Vice President, Grandbridge Real Estate Finance Capital LLC

    John is executive vice president and national production manager with Grandbridge Real Estate Capital, one of the nation's largest full service commercial and multifamily mortgage banking firms. In this role John oversees the company's 21 loan origination offices.  Prior to joining Grandbridge, Randall served as senior vice president/managing director of commercial real estate lending at EverBank where he was responsible for establishing correspondent relationships throughout the country as well as leading all commercial real estate production.  The New England native earned a bachelor's degree in economics from American University in Washington, D.C. In addition to his active engagement with Mortgage Bankers Association and other industry groups, he also serves on advisory boards for a number of Grandbridge’s correspondent life insurance company lenders and is a member of Grandbridge's Board of Managers, Senior Leadership Team and Risk Committee.

    Will Mitchell, Chief Executive Officer, Rabbet

    Will started Rabbet after years of working as a real estate developer in Washington DC. Will, having always loved construction, got into fintech to solve the challenges that slow payment cycles are having on the industry. ​Will thrives on the ability that technology has to connect the real estate industry for the betterment of everyone involved. ​Will's background includes construction of homes, golf courses, apartment buildings and prison elevators. 

    Steven Powel, Executive Chairman, SitusAMC

    Steven J. Powel is the Executive Chairman of SitusAMC (previously Situs) Board of Directors and works with the CEO to support the Company’s Strategic Plan. Steve has more than 36 years of experience in the real estate industry, with 29 of those years spent at Situs and affiliates.  Prior to being named Executive Chairman of SitusAMC, Mr. Powel served as President, then Chief Executive Officer of Situs. During his tenure in these roles, assets under management increased from $15 billion to $175 billion, globally.  Mr. Powel was a driving force in the firm’s growth in become one of the preeminent consulting, outsourcing, talent and technology providers to the commercial real estate debt and equity markets. He was chief architect of the firm’s growth strategy, sales and marketing. Further, he led a number of strategic initiatives, such as the creation of Situs University, a structured in-house educational platform; Situs’ Consulting Staffing Solution; Situs’ Financial Services Solution; and Situs’ Platform Solutions, a unique client focused dedicated business model, which has become an industry accepted standard for deal execution in the commercial real estate capital markets industry. He also helped accelerate the firm’s digital foundation, overseeing technology investments that led to process improvement and helped advance Situs’ professional service offering.  In 2004, Steve led the firm’s expansion into Western Europe and Asia. He also championed the firm’s M&A activity, with the acquisition of RERC, the preeminent third-party valuation oversight firm in the banking and institutional real estate industry, and HPI, the leading NPL servicer in Europe. Additionally, he oversaw the firm’s expansion into residential mortgage market with the acquisitions of The Collingwood Group and MoutainView Financial Services. In 2019, he played a contributing role in bringing together Situs and AMC to form SitusAMC, the industry’s most comprehensive provider of consulting, outsourcing, talent and technology solutions across the life cycle of both commercial and residential debt and equity.  Mr. Powel participates in several industry trade organizations, sat on numerous boards, and served as a mentor and advisor to various leaders, associations and private companies.

    Bryan Doyle, Director, Operations and Technology, CBRE Capital Markets

    Bryan Doyle serves as the Director of Operations for CBRE’s Capital Markets division. In his role, Bryan oversees strategic partnerships and technology initiatives for the debt and structured finance business line and leads their integrated digital marketing and inside sales team. Bryan began his career as a broker at Marcus & Millichap before moving into an acquisitions role for a national student housing owner-operator. In 2013 Bryan moved into the technology industry joining Mitchell International, where he oversaw a line of software products for the financial services sector. Bryan returned to commercial real estate in 2016, taking his current position with CBRE.

  • Breakout Session: Legends of the Fallback: Transitioning From LIBOR to SOFR (Closed to Media)

    Location: 2nd Floor,
    Seaport Ballroom F


    Speaker(s)

    John S. Lippmann, Senior Director, NYL Real Estate Investors

    Reena S. Pally, Managing Director, Global Real Estate Investments, MetLife Investment Management

    Christopher Speaker, CFA, FRM, Senior Policy Analyst, Federal Housing Finance Agency

    Keith A. Dunsmore, Partner, Bryan Cave Leighton Paisner LLP

    Breakout Session

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    Set to expire by the end of 2021, LIBOR has an enormous impact on the pricing of numerous types of loans.  The transition away from LIBOR will directly impact commercial real estate, given the large amount of floating-rate lending that references the rate in pricing loans. Industry experts will examine the issues, the size and scope of the transition and what it means for lenders and borrowers.

    Speaker(s)

    John S. Lippmann, Senior Director, NYL Real Estate Investors

    John Lippmann, Head of Structuring at New York Life Real Estate Investors and Co-Portfolio Manager of the Madison Square Structured Debt Fund

    Mr. Lippmann oversees the production of highly structured real estate loans across New York Life Real Estate Investors’ national platform, including construction, bridge and mezzanine financing. He is part of the debt leadership team which prices and approves all estate loans. Additionally, he is responsible for special servicing and manages financings and interest rate hedging strategies for REI’s equity platform. Mr. Lippmann has over 20 years of commercial real estate experience. Prior to joining the firm in 2010, he worked in the real estate groups at FTI Consulting and Eurohypo AG. He began his career in the Real Estate and Lodging Investment Banking group at JPMorgan Chase. Mr. Lippmann has a B.A. from the School of Public Affairs at American University and an M.B.A. from the Stern School of Business at New York University, where he also taught as an adjunct assistant professor in the Master of Science program at the Schack Institute of Real Estate for over a decade.

    Reena S. Pally, Managing Director, Global Real Estate Investments, MetLife Investment Management

    Reena Pally is a Managing Director in Global Real Estate Investments.  She is the portfolio manager of MetLife’s general account commercial mortgage portfolio.  Ms. Pally is a voting member of the Investment Committee and Head of Portfolio Loan Surveillance.   Ms. Pally is the Chairperson of the Mortgage Bankers Association LIBOR Outreach Committee. She received an MBA from the University of Southern California Marshall School of Business and a BS from New York University Stern School of Business.  Ms. Pally is a member of the Women’s Bond Club, a professional organization focused on women in finance.

    Christopher Speaker, CFA, FRM, Senior Policy Analyst, Federal Housing Finance Agency

    Chris joined FHFA in October 2018 as a Senior Policy Analyst in the Office of Multifamily Analytics and Policy. At FHFA Chris is currently focused on the transition from LIBOR for Fannie Mae and Freddie Mac, and is the Agency’s lead for the Multifamily LIBOR transition working group. Prior to joining FHFA, Chris was a Director in PricewaterhouseCoopers’ (PwC) Structured Finance Group in New York City where he worked with clients on transactions through their entire lifecycle – from pre-closing due diligence, to on-balance sheet valuation, to responding to new accounting or regulatory standards. Prior to his time with PwC, Chris gained valuable lending experience as a part of United Bank’s commercial real estate team in Washington, DC. There Chris developed expertise in underwriting, originating, and managing a portfolio of diverse commercial real estate loans. Chris holds a BS from Penn State University, an MBA from West Virginia University, and a MS in Finance from the Carey Business School at Johns Hopkins University.

    Keith A. Dunsmore, Partner, Bryan Cave Leighton Paisner LLP

    Keith Dunsmore's practice focuses on representing CMBS and Multifamily mortgage loan servicers and originators in various types of transactions, including the purchase and sale of servicing rights, securitization transactions, loan level transactions, and CLO transactions.  Keith's experience includes:  Representing master and special servicers in securitization transactions in excess of $150 billion.  Representing master and special servicers in the purchase and sales of servicing rights in excess of $750 billion.  Advising master and special servicers on REMIC issues related to in excess of 1000 loans.  Recently represented a major servicer client as subservicer on the successful completion of a $350 million securitization of residential bridge loans, currently recognized as the largest ever issuance in this asset class. Although the number of marketable securities was significantly upsized during the marketing period to accommodate excess demand from institutional investors, the total number of order requests was appreciably in excess of the quantity of notes available in the bond offering.  Keith has been very involved with several industry associations, including the Mortgage Bankers Association and CREFC. He has been on the Commercial Board of Governors of the MBA and co-chaired various committees. He currently serves on the Education Committee for CREFC. Keith is a frequent speaker on industry issues.

  • Committee Meeting

  • COMBOG Meeting (By Invitation Only)

    Location: 2nd Floor,
    Seaport Ballroom A

    Committee Meeting

  • COMBOG Reception (By Invitation Only)

    Location: Seaport Tower,
    32nd Floor,
    Vista B

    Reception