CREF22: Commercial/Multifamily Real Estate Finance Convention & Expo

Schedule

We can't wait to meet again at the largest commercial/multifamily industry event of the year. To see what we did last time we met in person at CREF2020 in San Diego, you can download the schedule here

Note: Schedule subject to change.

 

Download Agenda Editable Agenda

Tuesday, February 15, 2022

  • Committee Meeting

  • Registration

    Location: Palm Foyer

    Registration

  • Breakfast

    Location: Seaport Ballroom Foyer

    Breakfast,

    Networking Opportunities

  • Headshot Café

    Location: Harbor Ballroom Foyer

    HUB Event,

    New This Year

    Read more Read less

    Stop by our professional photographer for a new headshot, complete with makeup touchup. You'll receive the image file to update your social media presence. No additional fee.

  • LinkedIn Profile Consultations

    Location: Harbor Ballroom Foyer


    Speaker(s)

    Debbie Wemyss, Founder, DW Consulting Solutions, LLC

    HUB Event,

    New This Year

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    Sign up for a 15-minute LinkedIn Profile Consultation with an expert coach. Find out what your profile says about you and learn strategies to build and engage your network.

    Speaker(s)

    Debbie Wemyss, Founder, DW Consulting Solutions, LLC

  • Press Event

  • Breakout Session: All in the Multifamily: Conversation with GSE Leadership

    Location: Seaport Ballroom B


    Speaker(s)

    Robert Koontz, Senior Vice President, Multifamily Capital Markets, Freddie Mac Multifamily

    Chad Musgrove, Associate Director, Originations, Lument

    Kelli Carhart, CBRE Capital Markets

    Amber Rao, Vice President and Senior Mortgage Banker, Key Commercial Bank & Real Estate Capital, KeyCorp

    Phyllis Klein, SVP Head of Agency Production, Capital One Commercial Real Estate

    Michele Evans, Executive Vice President and Head of Multifamily, Fannie Mae Multifamily

    Breakout Session

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    Growth in multifamily lending remains a constant in commercial real estate. Get a sense of Fannie Mae and Freddie Mac’s objectives for 2022 from GSE leadership, DUS, and Optigo Lenders.

    Speaker(s)

    Robert Koontz, Senior Vice President, Multifamily Capital Markets, Freddie Mac Multifamily

    Chad Musgrove, Associate Director, Originations, Lument

    Kelli Carhart, CBRE Capital Markets

    Amber Rao, Vice President and Senior Mortgage Banker, Key Commercial Bank & Real Estate Capital, KeyCorp

    Amber Rao is Vice President and Senior Mortgage Banker with KeyBank Real Estate Capital in Dallas, Texas. Amber provides clients with financing options through Fannie Mae, Freddie Mac, FHA, CMBS and Investor Placements across a variety of multifamily asset types to include conventional, student housing, manufactured housing and affordable housing.  Amber has been directly involved in loan production totaling $2.5 Billion. She is an active member of The Real Estate Council, Commercial Real Estate Women (CREW) and earned the Certified Commercial Investment Member (CCIM) designation in 2012.  Amber was a founding member of the MBA MPact Advisory Committee and currently serves on the MBA’s DE&I Committee.

    Phyllis Klein, SVP Head of Agency Production, Capital One Commercial Real Estate

    Phyllis Klein joined Capital One in April 2019 as Senior Vice President – Head of Agency Production.  In this role, Phyllis is responsible for the originations for Fannie Mae, Freddie Mac and FHA.  Previously, Phyllis spent 18 years at Fannie Mae, most recently as one of the Heads of Production managing Borrower Relationships, Structured finance, Seniors Housing and all the marketing and communications for the Multifamily Division of Fannie Mae.  During her Fannie Mae tenure, Phyllis also managed a variety of large DUS lender relationships.  Prior to Fannie Mae, Phyllis was a political appointee under State Treasurer Phil Angelides, heading the allocation of tax-exempt bonds for the State of California.  Her prior experience also includes several years at Wells Fargo Bank and Union Bank in a variety of roles within the Real Estate Group.  Phyllis graduated from the University of California, Berkeley with a BA in Economics and from the University of Southern California with an MBA in Finance and Marketing.  Phyllis has also served on many non-profit affordable housing boards including Abode Housing, LINC Housing, Hollywood Community Housing Corp. and CCRC.  Phyllis also served as the President of her synagogue, Temple Israel of Hollywood.

    Michele Evans, Executive Vice President and Head of Multifamily, Fannie Mae Multifamily

    Michele M. Evans is Fannie Mae’s Executive Vice President and Head of Multifamily, responsible for all of the company's multifamily business functions and a book of business of over $366 billion. Fannie Mae's Multifamily Division is the leading source of financing and securitization for quality rental housing in the United States, in every market, for every income level, every day. Multifamily serves a wide spectrum of the market and finances all loan sizes, from a $1 million single-asset loan to a $1 billion structured transaction facility. The multifamily business is executed through a Delegated Underwriting and Servicing (DUS®) lender network and is the only risk-sharing model in the country.

  • Breakout Session

    Read more Read less

    Join your lender and intermediary peers to discuss and describe the investment sales and leverage on transactions that are getting done in retail and office markets. Glean and share perspective across markets and market segments on how transactions are getting financed in a sector that competes for most challenging headlines. Industry sales leaders providing real time information on what investors are saying and paying.

  • Breakout Session: Industry Roundtable: A Capital Source Conversation

    Location: Seaport Ballroom A


    Speaker(s)

    Stacy Ackermann, Partner, K&L Gates, LLP

    Stephanie Wiggins, Head of Production, Agency Lending, PGIM Real Estate

    Jack Gay, Managing Director, Global Head of Commercial Real Estate Debt, Nuveen Real Estate

    Patrick Mattson, Managing Director, President & COO, KKR Real Estate Finance Trust

    Christine Chandler, Chief Credit Officer and Chief Operating Officer, M&T Realty Capital Corporation

    Breakout Session

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    The roundtable brings together diverse commercial real estate centric capital sources to discuss and debate their approach to the market. Whether you’re at an intermediary, insurance company, bank, debt fund, agency or CMBS lender, you won’t want to miss executives from each of these aspects of the capital markets share what helps them sleep or keeps them up at night.

    Speaker(s)

    Stacy Ackermann, Partner, K&L Gates, LLP

    Stacy G. Ackermann is a finance partner in the firm’s Charlotte office and is a practice area leader for the firm’s global finance practice. Her work includes the representation of servicers, lenders, investors, and other market participants in all aspects of various financial and credit market transactions. Stacy has extensive experience representing servicers of commercial mortgage-backed securities, including securitizations, the purchase and sale of servicing rights and loan workout and restructurings. She also regularly represents servicers and lenders in all other aspects of loan-level asset management, including loan assumptions, leasing matters and defeasances.

    Stephanie Wiggins, Head of Production, Agency Lending, PGIM Real Estate

    Stephanie Wiggins is Managing Director/Head of Production for PGIM Real Estate. She leads loan originations for Fannie Mae, Freddie Mac, Affordable and FHA multifamily loans. Stephanie is an accomplished senior leader with over 30 years of success in the commercial real estate financial sector. In addition, Stephanie is deeply committed to advancing the tenets of diversity, equity and inclusion in the commercial real estate industry. Stephanie is an active member of industry associations. She serves as a board member of the National Housing & Rehabilitation Association, a professional association of affordable housing and multifamily key stakeholders. In addition, Stephanie holds key roles within several industry associations, including memberships in the Urban Land Institute’s (ULI’s) Public Private Partnership Council, ULI’s Women’s Leadership Initiative, and ULI’s Young Leaders Group mentor program; Mortgage Bankers Association’s COMBOG council, and MBA’s Capital Council as Vice Chair; Real Estate Executive Council (REEC); and Real Estate Network Empowering Women (RENEW). Within PGIM, Stephanie serves as an Executive Sponsor of Girls Who Invest and is a member of PGIM’s Black Executive Leadership Team (BELT). Stephanie also serves as a board member for The Campagna Center, a nonprofit organization that provides educational and social development programs for underserved children, teens and adults in Alexandria, Virginia.

    Jack Gay, Managing Director, Global Head of Commercial Real Estate Debt, Nuveen Real Estate

    Jack is a managing director and oversees the origination, portfolio management and business development activities for Nuveen Real Estate globally. Previously, Jack was lead portfolio manager and head of the TIAA General Account portfolio management team responsible for the company’s general account investments in real estate, including equity real estate, commercial mortgages and single asset CMBS investments. Other prior roles include heading capital markets activities and managing commercial mortgage production teams for both the eastern and western regions of the U.S. Jack previously worked at J.P. Morgan Chase in a variety of roles including CMBS lending, real estate asset dispositions and loan workouts. Jack graduated with a B.S. in Finance from Lehigh University and an M.B.A. in Finance from New York University. He is a member of Nuveen Real Estate’s Investment Committee and Global Executive Leadership Team. Jack holds leadership positions in several major industry associations including board member of the Commercial Real Estate Finance Council, member of the Board of Governors for the Mortgage Bankers Association, Chairman of the Capital Council of the Mortgage Bankers Association and member of the Mortgage and Real Estate Officer’s Council.

    Patrick Mattson, Managing Director, President & COO, KKR Real Estate Finance Trust

    Patrick Mattson is a Managing Director at KKR and is the Chief Operating Officer of the Real Estate Credit group and the President and Chief Operating Officer of KKR Real Estate Finance Trust Inc. (NYSE: KREF). He is a member of the Real Estate Credit Investment Committee and Portfolio Management Committee. Prior to joining KKR, Mr. Mattson was a managing director at Rialto Capital Management and led the mezzanine debt platform. Prior to Rialto, he was at Morgan Stanley and held various positions within the commercial real estate groups, most recently on the securitized products trading desk where he was responsible for the structuring, distribution and pricing of new issue Commercial Mortgage Backed Securities (CMBS).

    Christine Chandler, Chief Credit Officer and Chief Operating Officer, M&T Realty Capital Corporation

    Christine Chandler has over 30 years experience in the CREF industry.  She is the Chief Credit Officer and Chief Operating Officer for M&T Realty Capital Corporation (MTRCC.)  In this role, Christine is responsible for making credit decisions for MTRCC’s Multifamily and Healthcare transactions underwritten in the Agency and FHA platforms and Balance Sheet lending as well as managing company operations. Currently serves as Vice Chair of the MBA Commercial Real Estate / Multifamily Board of Governors (COMBOG) and is a member of the MBA Board of Directors.  Most recently, Chandler was appointed to the MBA Audit Committee.  Chandler served two years as the Co-Chair of the MBA Affordable Rental Housing Advisory Council.

  • Coffee Spot

    Location: Harbor Ballroom

    HUB Event,

    Networking Opportunities

  • Refreshment Break

    Location: Harbor Ballroom

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • THE HUB is Open

    Location: Harbor Ballroom

    Exhibit Hours,

    HUB Event,

    Networking Opportunities

  • Breakout Session: Affordable Multifamily Housing: An Environmental Scan

    Location: Seaport Ballroom B


    Speaker(s)

    Katelynn Harris Walker, Associate Director- Affordable Housing, Mortgage Bankers Association

    Aimee Faucett, Executive Vice President and Chief Operating Officer, San Diego Regional Chambers of Commerce

    Jamie Woodwell, Vice President, Commercial and Multifamily Group, Research & Economics, Mortgage Bankers Association

    Ethan Saxon, Associate Vice President, LPA, Mortgage Bankers Association

    Shekar Narasimhan, CMB, Managing Partner, Beekman Advisors, Inc.

    Michael Staton, Vice President, Senior Mortgage Originator, CPC Mortgage Company

    Breakout Session

    Read more Read less

    Over the last two years, affordable housing has increasingly become a focal point of Washington, D.C. with the change in administration, the amplified calls for social justice reform and advancing racial equity, and as the unemployed or underemployed continue struggling to pay for housing as a result of the pandemic. This panel will cover a scan of the affordable multifamily housing environment, the trends of the affordable rental market, and the everchanging affordable housing political landscape.

    Speaker(s)

    Katelynn Harris Walker, Associate Director- Affordable Housing, Mortgage Bankers Association

    Aimee Faucett, Executive Vice President and Chief Operating Officer, San Diego Regional Chambers of Commerce

    Jamie Woodwell, Vice President, Commercial and Multifamily Group, Research & Economics, Mortgage Bankers Association

    Jamie Woodwell is Vice President in the Research and Economics group at the Mortgage Bankers Association (MBA), where he oversees MBA's research and related activities covering the commercial and multifamily real estate markets. Jamie and his work are regularly cited in the media, on Capitol Hill and in regulatory settings.  He is a regular speaker at industry and corporate events; has appeared on CNBC, Bloomberg and in other popular and trade press; and testified before the Congressional Oversight Panel for TARP.  Jamie initiated many of MBA's research activities, and created MBA's Peer Business Roundtables and the CREF Careers program. Jamie joined MBA in 2004 from Fannie Mae, where he was responsible for multifamily data initiatives.  He has also served as senior director of business development at CapitalThinking in New York, research director at the WMF Group in Virginia, and research manager at the National League of Cities in Washington, D.C.  Jamie is a member of the Urban Land Institute, the Counselors of Real Estate, the American Real Estate and Urban Economics Association and other professional and industry groups. Jamie received his bachelor's degree in economics and American studies from Brown University in Providence, Rhode Island.  He earned his master's degree in urban and regional planning from the Graduate School of Public and International Affairs at the University of Pittsburgh.

    Ethan Saxon, Associate Vice President, LPA, Mortgage Bankers Association

    Ethan Saxon is an Associate Vice President of Legislative Affairs for the Mortgage Bankers Association (MBA). In this role, he is responsible for advocating MBA's legislative and policy priorities on Capitol Hill, with a primary focus on Democratic members of the United States Senate. He recently helped secure key provisions for MBA in the passage of the CARES Act and the American Recovery Plan Act. Ethan joined MBA from Capitol Hill, where he spent the majority of his professional career. Among his various roles, Ethan served as Chief of Staff for Rep. Mikie Sherrill (D-NJ) and as Deputy Chief of Staff for Sen. Richard Blumenthal (D-CT). Originally from Australia, Ethan holds a bachelor’s degree from the Australian National University and master’s degrees from Georgetown University.

    Shekar Narasimhan, CMB, Managing Partner, Beekman Advisors, Inc.

    Shekar Narasimhan is the Managing Partner at Beekman Advisors which provides strategic advisory services to companies and investors involved in real estate, mortgage finance, affordable housing and related sectors.  Shekar is a Co-Founder for the Remergent Communities Fund, an Opportunity Zone Fund, focusing on small towns and cities in the Southeast U.S.  He also serves as Chairman of Papillon Capital, focused on sustainable infrastructure investing.  Prior to Beekman Advisors, Shekar Narasimhan was a Managing Director of Prudential Mortgage Capital Company, one of the nation's leading providers of commercial mortgage financing. Immediately prior to Shekar’s time at Prudential, he was Chairman & CEO of the WMF Group, a publicly traded, commercial mortgage financial services company. WMF was one of the largest such firms in the country before being acquired by Prudential in 2000. Shekar is currently serving on the boards of Broadstone Net Lease, Inc., Enterprise Community Partners, Inc., Democracy Alliance and the Sorenson Institute for Political Leadership.  He is on the Economic Advisory Council for the Center for American Progress and is a member of the Urban Institute’s Policy Leadership Council.  He has served on many boards, including the Low Income Investment Fund, the Community Preservation and Development Corporation, the National Housing Conference and the National Multi Housing Council.  He is a sought-after speaker on housing finance and affordable housing and is considered a leading expert on rental housing issues in the United States. Shekar was appointed by Governors McAuliffe and Northam of Virginia as a Commissioner for the Virginia Housing Development Authority and served as its Chairman from 2019-2021.  Previously, he also served as a Member of the Board for Housing and Community Development in Virginia, and as a Commissioner on President Obama’s Advisory Commission on Asian Americans and Pacific Islanders. Shekar co-founded and is President of the Dharma Into Action (DhIA) Foundation, an association of Dharmic American leaders and philanthropists collaborating to create a community-based think tank that identify and respond to urgent needs in the community by providing resources, knowledgebase and relevant information to serve Americans in need.  He was on the founding board of Indiaspora, a nonprofit organization founded by community leaders to unite Indian Americans and to transform their success into meaningful impact in India and on the global stage.  Shekar was also Co-Founder of Upakar Foundation, a higher education scholarship fund. Shekar has served several terms on the Mortgage Bankers Association of America (MBA) Board of Directors, was the first Chair of the MBA’s Commercial/Multifamily Board of Governors (COMBOG) and founded its Multifamily Steering Committee. He was elected as the first Chair of the Fannie Mae DUS Advisory Committee.  Shekar is a businessman/entrepreneur who has spent many years promoting sound public policy in the United States as it relates to affordable housing and economic justice including testifying before the US Congress. 

    Michael Staton, Vice President, Senior Mortgage Originator, CPC Mortgage Company

    Michael K. Staton, with over 30-years of experience in affordable housing, is currently Vice President and Senior Mortgage Originator at CPC Mortgage Co. LLC and is responsible for identifying borrower needs, establishing lending relationships, analyzing financial data, and determining the merits of specific loan request and recommended structures. Michael has extensive experience in financing multifamily housing development transactions using a variety of products and structures, including: conventional construction and permanent financing; tax-exempt bond executions; bridge loans; Freddie Mac and Fannie Mae lending platforms; and federal and state tax credit programs. Prior to joining CPC, Michael was Vice President of Commercial Real Estate Financing at TD Bank where his primary responsibilities were financing multifamily housing developments, office buildings, retail centers and industrial space. As Vice President of Originations at WNC & Associates, his primary responsibility was to manage relationships with clients and invest in Low Income Housing Tax Credit properties, as a Limited Partner, to create and preserve multifamily, affordable housing and to maximize the rate of return to Investors for property acquisitions. Michael also spent over 20 years at the New Jersey Housing and Mortgage Finance Agency where he served in several key roles, including Director of Multifamily Programs and Lending, Director of Credit, Assistant Director of Financial Management along with other essential positions. Michael holds a Bachelor's Degree in Finance from Hampton University and a Master's Degree in Education and Human Services from Rider University.

  • Breakout Session: Deal Dialogue: Hotel Sales Spotlight

    Location: Seaport Ballroom C


    Speaker(s)

    Dilip Petigara, Latitude Hospitality, Inc.

    Breakout Session

    Read more Read less

    Join your lender and intermediary peers to actively discuss and describe the investment sales and leverage on transactions that are getting done in office markets. Glean and share perspective across markets and market segments on how transactions are getting financed in today’s hottest sector. We will have industry sales leaders providing real time information on what investors are saying and paying.

    Speaker(s)

    Dilip Petigara, Latitude Hospitality, Inc.

  • Breakout Session: Over the Top: Sustained Growth of Debt Funds and Mortgage REITs

    Location: Seaport Ballroom A


    Speaker(s)

    Nik Chillar, President, CRE Capital

    Felix Gutnikov, Principal, Head of Originations, Thorofare Capital, Inc.

    Breakout Session

    Read more Read less

    Non-bank lenders, including debt funds and mortgage REITS, have continued to experience strong growth in origination volume and are comprising an ever-larger part of the commercial real estate finance market. Bank and non-bank market participants discuss how this sector is continuing to evolve and the properties, markets, and opportunities they are focused on. Banks/Warehouse Lending Products included in this conversation.

    Speaker(s)

    Nik Chillar, President, CRE Capital

    Previously he was the Head of Capital Markets and Technology Integration at a San Francisco fin-tech and prior to that a senior executive and bond trader responsible for the investment, management and reporting of the U.S. portfolio of CMBS/ CLO securities for the Union Bank subsidiary of Mitsubishi, one of the world’s largest financial organizations with total assets of $2.6 trillion. He also served on the bank’s Volcker adoption committee, oversaw the CCAR stress testing reporting on the securities portfolio and served as an internal advisor to the Tokyo CLO investment group at MUFJ Tokyo. In addition to his tenure at Union Bank, during the financial crisis of 2008 and 2009, he managed a distressed real estate fund primarily invested in heavily discounted AAA CMBS bonds, which later evolved into a CMBS origination platform in a partnership with Jefferies LoanCore. This platform built on his previous experience as a co-founder of a mortgage origination business that was ultimately sold to CharterMac Mortgage Capital (aka: Centerline Mortgage Capital) where Nik Chillar was co-head of Mortgage Originations. Earlier in his career, Nik Chillar managed a structured finance team for Lehman Brothers Principal Transactions Group based in London. There he led a team that developed new securitized products in conjunction with Lehman’s investment banking efforts in Western Europe. His team was awarded the International Real Estate Deal of the Year awards in 2001, 2002 and 2003 for their success in structuring the first successful CMBS transactions in Switzerland, Italy and Spain. Nik Chillar has both a B.A. in Social Science/Economics and a B.S. in Biological Sciences from the University of California, Irvine.

    Felix Gutnikov, Principal, Head of Originations, Thorofare Capital, Inc.

    Felix Gutnikov is a Principal of Thorofare Capital and serves as the Head of Originations. Thorofare is majority owned by Callodine Group, an asset management platform specializing in yield-oriented investment strategies. Thorofare is a national, vertically integrated commercial real estate investment manager. Headquartered in Los Angeles with additional offices in New York City, Miami, Boston, and Dallas, Thorofare manages over $1 billion in AUM. He joined the firm in January 2012, sits as a voting member on the Investment Committee for the firm’s discretionary fund series as well as its institutional joint ventures and separate accounts. Felix has 13 years of industry experience and over $2.5 billion of financing transactions closed across eight investment vehicles. Felix plays a primary role in the sourcing, structuring, and pricing of new loan originations from the firm’s Los Angeles office, and directs capital markets syndications through co-lending, participations, and senior/subordinate arrangements. Felix is a graduate of the W.P. Carey School of Business at Arizona State University.

  • General Session: Finding the Inspiration for Reinvention with Singer/Songwriter, John Ondrasik, Five for Fighting

    Location: Seaport Ballroom D


    Speaker(s)

    John Ondrasik, Singer/Songwriter, Five for Fighting

    Kristy Fercho, 2022 MBA Chair; Executive Vice President & Head of Home Lending, Wells Fargo

    Matthew (Matt) Galligan, Senior Advisor, Keller Augusta

    General Session

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    Grammy-nominated, platinum-selling singer/songwriter John Ondrasik, better known by his stage name Five for Fighting, brings his personal journey as a musician and business owner to life in this engaging presentation that features music, storytelling, and inspiration. He explores the roles that work, family, and
    happiness play in our lives, and how they inspire creativity and innovation. He offers insight as someone who’s lived it and done it while sharing stories and playing some of his most famous songs — like “100 Years,” “Superman (It’s Not Easy),” “Chances,” “The Riddle,” “Freedom Never Cries,” and “What If.” As the vice president of Precision Wire Products, a third-generation family-owned business, he also has ready ties to real business challenges.

    Speaker(s)

    John Ondrasik, Singer/Songwriter, Five for Fighting

    Singer-songwriter John Ondrasik has spent the past decade writing deeply personal songs that include social messages, invoke the human spirit and make an emotional connection. With the past six albums by Five For Fighting, the hockey moniker stage name under which he performs, Ondrasik has seen multitudes of successes. Five For Fighting's breakthrough came in 2001 with the Grammy-nominated song “Superman,” and John’s performance at The Concert For New York. Ondrasik proceeded to become part of the American songbook with the iconic hit “100 Years,” "World," "The Riddle,” “Chances,” and “What If.” John’s music has been featured in over 350 films, TV shows, and advertisements ranging from The Blind Side to The Sopranos. In 2018 John was the musical voice for the CBS hit show Code Black. John has also been deeply involved in supporting our troops. From USO tours, supporting several Veteran oriented charities, and distributing over a million “CD for the Troops” to servicemen and their families around the world. “At the end of the day, it really is about doing your part, each one of us. In whatever area we can. What kind of world do you want?” Ondrasik is currently working on a Broadway musical, various television projects, and a new Five For Fighting album while giving keynotes across the country to corporations and various organizations.

    Kristy Fercho, 2022 MBA Chair; Executive Vice President & Head of Home Lending, Wells Fargo

    Kristy Fercho is the 2022 Chair of the MBA and executive vice president and head of Wells Fargo Home Lending. As head of Home Lending, Fercho oversees one of the nation's leading combined home lenders and servicers, funding one of every 12 loans and servicing one of every eight loans in the country.  In her role, Fercho leads a team of more than 25,000 mortgage professionals in sales, operations, servicing, capital markets, portfolio management, and related business, risk management, and supporting functions.  Fercho joined Wells Fargo in 2020 from Flagstar Bank, where she had served as president of the company's mortgage division since 2017. Prior to joining Flagstar, she spent 15 years with Fannie Mae, where she led the strategy and business performance of single-family customers in the western United States and also served in customer engagement and human resources roles. Fercho began her career and served in a variety of sales, operations, and human resources roles at Baxter International before moving to Pepsi Co. Inc., where she ultimately was director of worldwide corporate human resources.  Fercho currently serves as Chairman-Elect of the board of the Mortgage Bankers Association, vice chair of the MBA's Diversity and Inclusion Advisory Committee, co-chair of the Affordable Housing Council, and a member of its Residential Board of Governors. She also serves on the boards of City Year and the Detroit Zoological Society.  Her industry accolades include HousingWire recognizing her as a Women of Influence in the housing industry; MReport honoring her as one of the Top Women in Housing; Diversity Journal listing her among its Women Worth Watching; National Mortgage Professional Magazine naming her to its list of Most Powerful Women; and the Michigan Chronicle selecting her for its Women of Excellence recognition.  Fercho is a graduate of the University of Southern California and holds a Masters of Business Administration from Saint Joseph's University, where she serves on the Board of Trustees.

    Matthew (Matt) Galligan, Senior Advisor, Keller Augusta

    Matt Galligan has over 40 years of experience as a financial services executive across multiple dimensions including real estate finance and investment banking and private wealth management. Recently he retired as Vice Chairman of CIT  Real Estate Finance. He has extensive experience in business development, sales management portfolio management, new product development, and cultural transformation. Matt has built successful de novo  real estate finance operations and transformed large existing businesses which delivered superior performance and growth. He has been a trusted strategic advisor in the C-Suite. Currently, Matt is a Senior Advisor to Keller Augusta a real estate specialty executive search firm. He is a graduate of the College of the Holy Cross and NYU’s Stern of Business. Matt resides with his wife in Scituate, Ma. and New York City.  He has two sons both of whom work in the real estate industry.

  • Lunch

    Location: Harbor Ballroom

    HUB Event,

    Lunch,

    Networking Opportunities

  • mPower Lunch: Rita Moreno: A Legendary Life

    Location: Seaport Ballroom G


    Speaker(s)

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

    Rita Moreno, Academy Award Winning Actress, Dancer and Singer, Presidential Medal of Freedom Recipient

    Lunch,

    mPower Event

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    Rita Moreno, winner of all four of the most prestigious awards in show business — Oscar, a Tony, two Emmys, and a Grammy — will take the stage during our mPower Lunch to share stories from her legendary life and career. mPower Founder, Marcia Davies, will host this dynamic discussion. Make new connections, get tips for professional success, and learn tactics to negotiate for more in work and life. Everyone is welcome to this special lunch event!

    Speaker(s)

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

    Marcia Davies is MBA’s Chief Operating Officer, responsible for ensuring cross-organizational alignment and facilitating the implementation of strategic initiatives and key priorities. She is the lead strategist for MBA’s external activities, including conferences, public affairs, membership and more. She serves on the board of MBA’s Opens Doors Foundation. Davies is the founder of mPower, MBA’s networking platform for women in real estate finance, which she’s grown into an engaged community of more than 24,000. Previously, she served as Senior Advisor to the Assistant Secretary for Housing and Federal Housing Commissioner at HUD and spent 21 years at Freddie Mac. Davies is a member of the NAWRB Diversity and Inclusion Leadership Council (NDILC). She has received the silver Stevie Awards for Women in Business 2018 Maverick of the Year, Five Star’s Laurie A. Maggiano Legacy award, Mortgage Women Magazine Women With Vision award, the NAWRB 2018 Industry Revolutionary Award, the CIFS Diversity & Inclusion 2018 Trailblazer Award and was named by HousingWire as one of its 2015 Women of Influence.

    Rita Moreno, Academy Award Winning Actress, Dancer and Singer, Presidential Medal of Freedom Recipient

    Rita Moreno has won all four of the most prestigious awards in show business: an Oscar, a Tony, two Emmys, and a Grammy. Her countless credits span more than seven decades, beginning with her Broadway debut at age 13. She has starred on Broadway and London's West End, appeared in more than 40 feature films, and countless television shows, and has performed in numerous regional theaters including her one woman show, Life Without Makeup at the Berkeley Repertory Theatre. Moreno recently co-starred in the critically acclaimed Latinx reimagining of Norman Lear’s classic sitcom, One Day At A Time. Her documentary “Rita Moreno: Just a Girl Who Decided to Go For It,” for American Masters Pictures, had its world debut at Sundance Film Festival. Moreno also co-stars and is an Executive Producer of the Steven Spielberg remake of West Side Story. Recipient of the Peabody Career Achievement Award and the Kennedy Center Honor for her lifetime contributions to American culture, she was also honored by her peers as the 50th recipient of the Screen Actors Guild Life Achievement Award. She is a New York Times bestselling author with her first book, Rita Moreno: A Memoir published by Celebra Books. Moreno has received the Presidential Medal of Freedom by President George W. Bush and the National Medal of Arts by President Barack Obama.

  • HUB Event,

    INNOVATION STAGE

  • THE INNOVATION STAGE: Spotlight Session: ESG, CRE and Green Lending

    Location: Harbor Ballroom


    Speaker(s)

    Warren Friend, Advisor, Pemaquid Advisors LLC

    Lisa Brylowski, Brookfield Asset Management

    Christina Hill, Head of Americas Asset Management & Global Head of ESG, PGIM Real Estate

    Luba Kim-Reynolds, Head of MultiFamily Investor Relations and ESG Initiatives, Freddie Mac

    HUB Event,

    INNOVATION STAGE

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    Don’t miss dialogue and debate around the impact of emerging issues related to commercial real estate as the industry responds to the economic recovery phase of the pandemic. Topics include ESG impact on lending and how to measure the effect, and related policy developments.

    Speaker(s)

    Warren Friend, Advisor, Pemaquid Advisors LLC

    Lisa Brylowski, Brookfield Asset Management

    Christina Hill, Head of Americas Asset Management & Global Head of ESG, PGIM Real Estate

    Christy Hill is a managing director at PGIM Real Estate and the head of Americas Asset Management. Based in Los Angeles, Christy is responsible for representing the Asset Management function as part of the Americas leadership team and partners with the U.S. and Latin America portfolio teams to lead and implement PGIM Real Estate’s asset management strategy for all our investments in the region. She is a member of the U.S. Management Council, Americas Executive Council, a member of the Debt Investment Committee, PRREF Investment Committee, and the U.S. and Latin America Investment Committees. Most recently, Christy was with Clarion Partners as a managing director and assistant portfolio manager for the firm’s flagship core real estate fund. In that role, she was responsible for acquisitions and dispositions, asset management and investor communications. Prior to that, Christy was a senior member of Clarion’s asset management group, overseeing investment results of core and value-add investments in multiple West Coast markets. Previously, Christy worked at American Realty Advisors for more than a decade in senior roles across asset management and portfolio management. Christy has a bachelor of science in sociology from the University of Colorado and a master’s degree in real estate development from the University of Southern California.

    Luba Kim-Reynolds, Head of MultiFamily Investor Relations and ESG Initiatives, Freddie Mac

    Luba Kim-Reynolds is Head of MF Investor Relations and ESG Initiatives. Luba is leading MF Capital Markets Investor Relations and ESG Initiatives team. The team markets Freddie Mac’s multifamily securities platform, as well as various credit risk transfer products. In addition, the team oversees Multifamily Impact Bonds strategy and various MF ESG related activities. She represents Freddie Mac on NASDAQ Sustainable Bond Network Advisory Board, CREFC ESG Steering Committee, and MBA CREF Green Lending Round Table. Prior to joining Freddie Mac in 2016, she worked at various companies specializing in commercial mortgage backed securities. She holds B.A. from the College of William and Mary and MBA from Columbia Business School.

  • General Session: Views from the C-Suite

    Location: Seaport Ballroom D


    Speaker(s)

    Michael Flood, Senior Vice President of Commercial/Multifamily Policy and Member Engagement, Mortgage Bankers Association

    Smriti Popenoe, President and Co-Chief Investment Officer, Dynex Capital, Inc.

    Jeffrey Weidell, CMB, Chief Executive Officer, Northmarq

    Mark Fogel, Chief Executive Officer & President, ACRES Capital

    Justin Wheeler, Chief Executive Officer, Berkadia

    Gary Otten, SVP, Managing Director & Head of Debt Strategies, MetLife Investment Management

    David Brickman, Chief Executive Officer, NewPoint Real Estate Capital

    General Session

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    Join MBA’s senior vice president of commercial/multifamily policy and member engagement, Mike Flood, as he interviews a panel of CEOs from across the industry. Get a glimpse into their strategic visions and top priorities to help you navigate today’s changing times and tomorrow’s opportunities.

    Speaker(s)

    Michael Flood, Senior Vice President of Commercial/Multifamily Policy and Member Engagement, Mortgage Bankers Association

    Mike Flood is the Senior Vice President of Commercial/Multifamily Policy and Member Engagement at the Mortgage Bankers Association. In this role, he is responsible for leading public policy and member engagement across all commercial real estate finance sectors including mortgage banking companies, bank portfolio lenders, life insurance companies, multifamily-focused lending institutions, affordable housing lenders, commercial mortgage-backed securities issuers, and investment management firms. Prior to joining MBA, Flood worked at the CRE Finance Council (CREFC), where he was Deputy Executive Director and head of the Washington, D.C., office. Prior to that, he served as the organization's Vice President, Head of Government Relations and Vice President of Policy and Economic Research. He has also held senior roles at the Structured Finance Industry Group, Association for Advanced Life Underwriting, Fannie Mae, and KPMG. Flood holds a Master of Business Administration with a concentration in marketing and finance from Georgetown University, and a Bachelor of Arts in political science from the University of Illinois.

    Smriti Popenoe, President and Co-Chief Investment Officer, Dynex Capital, Inc.

    Smriti L. Popenoe, is the President and Co-Chief Investment Officer at Dynex Capital, a public mortgage REIT listed on the NYSE. She leads a team responsible for the day-to-day management of the Company’s investment portfolio including agency and non-agency RMBS, CMBS and whole loans, associated hedges in fixed income derivatives and financing arrangements. Ms. Popenoe’s 27 year career in finance and capital markets spans a broad range of financial institutions and experience across multiple business and market cycles. Prior to Dynex, she served as Executive Vice President, Chief Risk Officer at PHH Corporation, a leading provider of mortgage banking and fleet management outsourcing services. Before joining PHH, Ms. Popenoe was Senior Vice President, Balance Sheet Management, managing the $100+ billion investment portfolio at Wachovia Bank (now Wells Fargo) through the financial crisis in 2009. Ms. Popenoe also served as Senior Vice President, Investments of Sunset Financial Resources, a start-up REIT from 2003-2006. She spent nine years of the first part of her career with Freddie Mac, where she managed the investment portfolio of $400-billion fixed-rate MBS and whole loans.  Ms. Popenoe holds a B.S. in Chemistry and Environmental Science from St. Joseph's College in Bangalore, India (1990); a Masters-Level French Diploma from the Alliance Francaise (1990); and an M.B.A. from the University of Rochester (1993). She received her Chartered Financial Analyst designation in 1997 (CFA). She is passionate about the environment, mentoring women, personal growth and lifelong learning.

    Jeffrey Weidell, CMB, Chief Executive Officer, Northmarq

    Jeffrey Weidell is CEO of NorthMarq, and previously president since 2013. He has been responsible for a number of the company’s initiatives, including an industry-leading associate producer program, the launch of the investment sales business, and expansion of the equity advisory business. Previously, Jeff was managing director of NorthMarq’s San Francisco office, and was an accomplished producer with Trowbridge, Kieselhorst & Company. Jeff holds a CMB designation. He serves on the MBA’s COMBOG and the Silicon Valley NAIOP Board. Jeff earned his BA in Economics from Columbia University and an MBA from the Stanford Graduate School of Business.

    Mark Fogel, Chief Executive Officer & President, ACRES Capital

    Mark Fogel founded ACRES Capital in 2012, leading the executive management team as the Chief Executive Officer and President. He is also Chief Executive Officer, President, and a Board member of ACRES Commercial Realty Corp (NYSE: ACR), a publicly traded commercial mortgage REIT. Mr. Fogel has 25 years of experience in commercial real estate finance, with a particular focus on providing developers and entrepreneurs with innovative debt and equity solutions. He holds a Bachelor and Science degree in Accounting from the University of Delaware and a Master of Science degree in Real Estate Investment and Development from New York University.

    Justin Wheeler, Chief Executive Officer, Berkadia

    Justin Wheeler is Chief Executive Officer and a member of Berkadia’s Management Committee. Prior to joining Berkadia, Mr. Wheeler was the Chief Operating Officer of Leucadia National Corporation and was appointed Vice President of Leucadia in 2006. As part of his prior role, Mr. Wheeler was responsible for M&A activities, operating portfolio performance, cash management and investment, as well as various administrative functions. Previously, he served as President and Chief Executive Officer of American Investment Bank, N.A., a wholly owned subsidiary of Leucadia.

    Gary Otten, SVP, Managing Director & Head of Debt Strategies, MetLife Investment Management

    Gary Otten is head of MetLife Investment Management’s Real Estate Debt Strategies. Named to this position in 2013, Otten is responsible for leading MIM’s commercial mortgage loan platform.  Total assets managed in this strategy exceed $70 billion. Otten joined MetLife in 1996 and has served in various capacities within real estate in Atlanta and New Jersey, including mortgage production, mortgage workouts, managing loan servicing operations and mortgage information technology system development. Before joining MetLife, Otten spent five years in the commercial mortgage unit at Toyo Trust & Banking Co. Otten is an active member of the Mortgage Bankers Association and its Board of Directors.

    David Brickman, Chief Executive Officer, NewPoint Real Estate Capital

    David M. Brickman is the Chief Executive Officer of NewPoint Real Estate Capital and was recently named Executive Chairman of Meridian Capital Group, a leading commercial real estate services firm. He also serves as a Senior Advisor to Stone Point Capital, a leading private equity firm in the real estate and financial services arena. At the end of January, 2021 Brickman stepped down as Chief Executive Officer of Freddie Mac, one of the largest providers of mortgage financing in the U.S. Prior to that, he served as President and as a member of the Board of Directors. During his tenure he led the $2 trillion company through a period of significant growth, change, and disruption as the firm successfully navigated the challenges of the COVID crisis. Brickman spent most of his career at Freddie Mac leading and transforming the multifamily business,  presiding over a remarkable period of growth. Production rose from $16 billion in 2010 to almost $80 billion in 2018. He also established the company’s flagship K-Deal securitization program as one of the leading securitized products in the structured finance market. He drove significant innovation by expanding Freddie Mac’s products and offerings – particularly those serving the growing need for affordable and workforce housing. Brickman’s educational accomplishments include doctoral coursework for a Ph.D. in economics and real estate at the Massachusetts Institute of Technology, a master’s degree in public policy from Harvard University and a bachelor’s degree from the University of Pennsylvania. He’s been a professorial lecturer at George Washington University, an adjunct professor at Johns Hopkins University and is a non-resident Fellow at the Urban Institute. He also holds a US patent for a unique mortgage-backed security structure.

  • COMBOG Meeting (Committee Members Only)

    Location: Seaport Ballroom F

    Committee Meeting