MBA's Commercial Real Estate Finance/Multifamily Housing Convention & Expo 2018

Schedule

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Schedule subject to change.
Note: Meeting rooms may change, so please refer to the on-site program for final locations.

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Saturday, February 10, 2018

  • mPact Event,

    Networking Opportunities,

    New This Year

    Read more Read less

    mPact community! Given San Diego’s urban oasis of sunny, innovative living and world-famous breweries, mPact will be visiting a brand new apartment building and tasting some delicious, craft beer. Come early to the CREF18 Convention to join us on Saturday, February 10 from 4:00 – 7:00 pm. We will take a private tour of the Park 12,  a new collection of apartments with styled amenities, then load a bus for local beer tastings at the famed Stone and Modern Times Breweries.

    You must be a registered attendee of CREF18 to attend, limited to 40 attendees.
    To sign up, forward your CREF18 registration confirmation to Rita Kelly at rkelly@mba.org to reserve your spot.

Sunday, February 11, 2018

  • Registration

    Location: Marriott Grand Ballroom Foyer,
    Second Floor,
    North Tower

    Registration

  • FHA Asset Management Forum (Open to MBA Members; Closed to Media)

    Location: San Diego Ballroom C,
    Second Floor,
    North Tower

    Committee Meeting

  • FHA Underwriters Forum (Open to MBA Members; Closed to Media)

    Location: San Diego Ballroom A,
    Second Floor,
    North Tower

    Committee Meeting

  • FHA Committee Meeting (Open to MBA Members; Closed to Media)

    Location: San Diego Ballroom B,
    Second Floor,
    North Tower

    Committee Meeting

  • Pension and Investment Committee Meeting (Committee Members Only)

    Location: Torrey Pines 1,
    Second Floor,
    North Tower

    Committee Meeting

  • FHA Regional Councils Leadership Meeting (By Invitation Only)

    Location: Marriott Grand Ballroom 11,
    Second Floor,
    North Tower

    Committee Meeting

  • Origination Council Meeting (Open to MBA Members; Closed to Media)

    Location: San Diego Ballroom C,
    Second Floor,
    North Tower

    Committee Meeting

  • Audit Committee Meeting (Committee Members Only)

    Location: Torrey Pines 1,
    Second Floor,
    North Tower

    Committee Meeting

  • FHA Consolidated Regional Councils Meeting (Open to MBA Members; Closed to Media)

    Location: San Diego Ballroom B,
    Second Floor,
    North Tower

    Committee Meeting

  • Investor Council Meeting (Open to MBA Members; Closed to Media)

    Location: San Diego Ballroom A,
    Second Floor,
    North Tower

    Committee Meeting

  • mPact Advisory Committee Meeting (By Invitation Only)

    Location: Rancho Santa Fe 2,
    Second Floor,
    North Tower

    mPact Event,

    Committee Meeting

  • Press Room (Credentialed Media Only)

    Location: Torrey Pines 3,
    Second Floor,
    North Tower

    Press Event

  • Special Session: Economic Outlook & CREF Market Forecast Release

    Location: Marriott Grand Ballroom 1,
    Second Floor,
    North Tower


    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist, Senior Vice President of Research & Technology, Mortgage Bankers Association

    Jamie Woodwell, Vice President of Commercial/Multifamily Research, Mortgage Bankers Association

    Special Session

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    Start your CREF Convention off right by getting the latest information and insights about the economy and commercial and multifamily real estate finance (CREF) markets – including the release of MBA’s 2018 CREF forecast.

    Speaker(s)

    Michael Fratantoni, Ph.D., Chief Economist, Senior Vice President of Research & Technology, Mortgage Bankers Association

    Michael Fratantoni is MBA's Chief Economist and Senior Vice President of Research and Industry Technology. In this role, he is responsible for overseeing MBA's industry surveys, benchmarking studies, economic and mortgage originations forecasts, industry technology efforts, and policy development research for both single-family and commercial/multifamily markets. Additionally, Fratantoni is president and member of the Board of Directors of MISMO, serves on the CSP's Industry Advisory Group, and is chair of the membership committee of MERS.  Prior to joining MBA, Fratantoni worked in the industry in risk management and senior economist roles at Washington Mutual and Fannie Mae.

    Jamie Woodwell, Vice President of Commercial/Multifamily Research, 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 on the commercial and multifamily real estate markets. Jamie's work covers the macro-economy, commercial and multifamily property markets, commercial and multifamily real estate finance, servicing, mortgage banking benchmarking and more. Jamie is an expert on the commercial real estate finance markets and he and his work are regularly cited in the media, on Capitol Hill and in regulatory settings. He is a frequent contributor to Mortgage Banking magazine and other periodicals and a regular speaker at industry events. He has appeared on CNBC, Bloomberg and in other popular and trade press and has testified before the Congressional Oversight Panel for TARP.

    Jamie also leads special MBA projects including its Council to Shape Change and the Council on Ensuring Mortgage Liquidity, and oversees MBA's commercial peer business roundtables including CFOs, CTOs and HR heads. The Council to Shape Change brought together leaders from the single-family and commercial/multifamily finance markets to identify key trends shaping the industry. The group issued its report "Outlook for the Real Estate Finance Industry" in 2006. In 2008, the Council on Ensuring Mortgage Liquidity brought together 23 industry leaders representing MBA's diverse membership who were tasked with determining what a functioning secondary mortgage market should like for the long term. In September of 2009, the Council released "Future Government Role in the Core Secondary Mortgage Market," a framework for government involvement in the single-family and multifamily secondary mortgage markets and a foundation for most subsequent reform proposals.

    Woodwell 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.

  • mPact Event,

    Networking Opportunities,

    Reception

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    MBA’s young professionals’ network, “mPact”, provides a peer-based community for the next generation of commercial and multifamily professionals. If you are 35 years old or less, or have 15 or fewer years of professional CMF finance experience and have a desire to make a difference in your industry and seek to expand or revive professional connections, this is the program for you.

    Join other young professionals Sunday at 4:00 PM at the mPact reception for a warm San Diego welcome, and make plans to attend informative sessions filled with industry experts who can help you achieve what you want and put you on the path to where you want to go.

    Convention badge required for admission.

  • The HUB is Open

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower

    Exhibit Hours,

    HUB Event,

    Networking Opportunities,

    Reception

  • THE SIDE STAGE: Sports Talk with Mike Eruzione, 1980 Olympic Gold Medalist

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower


    Speaker(s)

    Mike Eruzione, Captain of the 1980 U.S. Olympic Hockey Team

    HUB Event,

    SIDE STAGE

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    Come to the Side Stage to see Mike Eruzione, captain of the 1980 United States Olympic Hockey Team. The highlight of the Lake Placid games for Eruzione was scoring the game-winning goal against the Soviet Union.  That victory against the Soviets advanced the U.S. Hockey Team to the Gold Medal Game where they beat Finland to win the Gold Medal.

    Speaker(s)

    Mike Eruzione, Captain of the 1980 U.S. Olympic Hockey Team

    Mike Eruzione served as the captain that led the 1980 United States Olympic Hockey Team to its Gold Medal victory in Lake Placid, NY. The highlight of the games for Mike was scoring the game-winning goal against the Soviet Union.  That victory against the Soviets  advanced the U.S. Hockey Team to the Gold Medal Game where they beat Finland to win the Gold Medal.

    A native of Winthrop Massachusetts, Mike was a well-known sports talent; excelling as an All-Scholastic in baseball, football and hockey.  While attending Boston University, Mike captained the hockey team his senior year and finished his college career as the third leading scorer in B.U. history.  The years Mike played at B.U. his team won four Eastern Collegiate championships. Mike was voted the Best Defensive Forward in the Eastern Collegiate Conference and eventually was inducted into the Boston University Athletic Hall of Fame.

    Mike played on two U.S. National Teams and played two years with the Toledo Goaldiggers of the International Hockey League. The IHL named Mike the McKenzie Award winner as the outstanding American born player in the IHL. The following year Mike was chosen to join the 1980 Olympic team. He was honored by being elected captain by his teammates.

    After the victory in Lake Placid, Mike spent several years in New York and New Jersey as a sports commentator for Madison Square Garden. In 1984 Mike joined ABC and was a broadcaster for the Winter Olympics in Sarajevo, the Summer Olympics in Los Angeles and the 1988 Winter Olympics in Calgary.  In 1992 Mike did broadcasting for CBS in Albertville, France and in Lillehammer, Norway during the 1994 Olympic Games.

  • Meet & Greet and Puck Signing with Mike Eruzione, 1980 Olympic Gold Medalist

    Location: Marriott Grand Ballroom 5,
    Second Floor,
    North Tower


    Speaker(s)

    Mike Eruzione, Captain of the 1980 U.S. Olympic Hockey Team

    Reception,

    Special Event

    Read more Read less

    Speaker(s)

    Mike Eruzione, Captain of the 1980 U.S. Olympic Hockey Team

    Mike Eruzione served as the captain that led the 1980 United States Olympic Hockey Team to its Gold Medal victory in Lake Placid, NY. The highlight of the games for Mike was scoring the game-winning goal against the Soviet Union.  That victory against the Soviets  advanced the U.S. Hockey Team to the Gold Medal Game where they beat Finland to win the Gold Medal.

    A native of Winthrop Massachusetts, Mike was a well-known sports talent; excelling as an All-Scholastic in baseball, football and hockey.  While attending Boston University, Mike captained the hockey team his senior year and finished his college career as the third leading scorer in B.U. history.  The years Mike played at B.U. his team won four Eastern Collegiate championships. Mike was voted the Best Defensive Forward in the Eastern Collegiate Conference and eventually was inducted into the Boston University Athletic Hall of Fame.

    Mike played on two U.S. National Teams and played two years with the Toledo Goaldiggers of the International Hockey League. The IHL named Mike the McKenzie Award winner as the outstanding American born player in the IHL. The following year Mike was chosen to join the 1980 Olympic team. He was honored by being elected captain by his teammates.

    After the victory in Lake Placid, Mike spent several years in New York and New Jersey as a sports commentator for Madison Square Garden. In 1984 Mike joined ABC and was a broadcaster for the Winter Olympics in Sarajevo, the Summer Olympics in Los Angeles and the 1988 Winter Olympics in Calgary.  In 1992 Mike did broadcasting for CBS in Albertville, France and in Lillehammer, Norway during the 1994 Olympic Games.

  • Opening Reception: Ring in CREF18

    Location: Marriott Grand Ballroom 5,
    Second Floor,
    North Tower

    Networking Opportunities,

    Reception

Monday, February 12, 2018

  • Dutch Treat Breakfast (By Invitation Only)

    Location: Marina Ballroom G Third Floor,
    South Tower

    Correspondent Meeting

  • IMB Roundtable Breakfast Meeting (By Invitation Only)

    Location: Torrey Pines 1,
    Second Floor,
    North Tower

    Committee Meeting

  • Registration

    Location: Marriott Grand Ballroom Foyer,
    Second Floor,
    North Tower

    Registration

  • CMF Education Instructor Appreciation Breakfast (By Invitation Only)

    Location: Rancho Santa Fe 2,
    Second Floor,
    North Tower

    Committee Meeting

  • Continental Breakfast

    Location: Marriott Grand Ballroom Foyer,
    Second Floor,
    North Tower

    Breakfast,

    Networking Opportunities

  • Bank Lending: The Benefit of Healthy Competition

    Location: Marriott Grand Ballroom 1,
    Second Floor,
    North Tower


    Speaker(s)

    Chris Niederpruem, Managing Director, CIT

    Kathleen Farrell, Head of Commercial Real Estate Business, SunTrust Bank

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

    Doug Faithfull, Executive Vice President Chief Lending Officer, Cambridge Savings Bank

    Breakout Session

    Read more Read less

    As the market continues to expand and reach toward the peak of the cycle, banks have begun to develop more creative financing solutions to maintain market share as competitors from various capital sources become more prevalent. Bankers representing different markets and risk appetites discuss ways they are sourcing business and providing funds in today’s competitive environment.

    Speaker(s)

    Chris Niederpruem, Managing Director, CIT

    Chris Niederpruem is a Managing Director in the Real Estate Finance Group at CIT. He is the head of the east coast office and leads teams responsible for loan origination and underwriting.  His teams focus on acquisition, bridge, and construction loans across various property types.  Prior to CIT, Niederpruem served as Director of U.S. Property Finance for Bank of Ireland where he was responsible for new business origination, underwriting and portfolio management. Before joining Bank of Ireland, he worked for the Commercial Real Estate Banking Group of Anglo Irish Bank in New York where he focused on underwriting commercial mortgage loans for major U.S. investors. He also worked in the U.S. commercial real estate lending group at the New York Branch of KBC Bank.  Niederpruem received a BA from Le Moyne College in Syracuse, NY.

    Kathleen Farrell, Head of Commercial Real Estate Business, SunTrust Bank

    Kathy Farrell is head of the Commercial Real Estate line of business for SunTrust, a full service provider of banking solutions to owners, operators and developers of commercial real estate across the country. She also has responsibility for Pillar/Cohen Financial, the newly acquired Agency origination, third party
    servicing and mortgage brokerage business. She is also responsible for the Real Estate Investment Banking unit which offers debt, equity and advisory solutions across the CRE Line of Business.

    During the course of her SunTrust career, Kathy has held several key positions as the executive risk officer for Commercial Real Estate, head of the REIT Banking Group and the REIT senior credit officer.
    Kathy has over 25 years of real estate finance and banking experience, including origination, underwriting, capital markets, work out strategies, and risk management. Prior to joining SunTrust, she was a commercial real estate credit executive at PNC Bank, covering commercial real estate markets from Ohio to
    Texas. Previously, she served as the managing director of debt capital markets at one of PNC’s predecessors, National City Bank, where she established a real estate syndications group. She spent the early years of her career at Fleet Bank and in real estate capital markets at GE Capital Corp. Kathy graduated from the College of the Holy Cross with a Bachelor of Arts in Mathematics.

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

    Gregg Gerken is the Head of Commercial Real Estate of TD Bank in the US.  Gregg is responsible for a $18 Billion Investment Real Estate Portfolio serving Regional and Institutional Real Estate clients. He has over 30 years of banking experience, spending over half that time in the Real Estate Industry. Gregg Gerken joined Commerce Bank in 1997 as the Senior Lender for the Northern Region.  In 1998 he was promoted to Senior Vice President/Market Manager for Commerce/North.  In 2008 he was promoted as the North Market President of TD Bank, responsible for the Commercial & Retail Banking functions in Bergen, Passaic, and Hudson Counties, New Jersey & Rockland County, NY.   In August 2009, Gregg was promoted as Co-Director of Commercial Real Estate for TD Bank in the US.  In October 2010, Gregg was announced as the Head of Commercial Real Estate of TD Bank in the US.Prior to joining Commerce 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 & while at Citizens, Real Estate Division Manager.

    Gregg graduated from Ohio University in 1982 with a Degree in International Business and Political Science.

    He serves on the Executive and Development Committee for the New Jersey Chapter of the Susan G. Koman Breast Cancer Foundation and is on the Board of Theatre Square Development for the New Jersey Performing Arts Center.

    In addition Gregg serves on the Executive Committee for the MBA, President's Council Member for Real Estate Roundtable.

    Gregg ran in his third Boston Marathon on April 21, 2014.

    Doug Faithfull, Executive Vice President Chief Lending Officer, Cambridge Savings Bank

    Doug Faithfull has been in Banking and Finance for almost 4 decades. He joined CSB in 1999 as head of CRE Lending and was named Chief Lending Officer (CRE and Corporate Lending) in 2011. Prior to joining Cambridge Savings, he spent 4 years as Director of Finance at Modern Continental Corporation in Cambridge, 8 years at Shawmut National Bank in Boston (CRE Boston Team Lead), and 9 years at Old Stone Bank in Providence, RI in the Real Estate Investment Group as a national lender. Doug started his banking career at City Federal Savings in NJ as an appraiser.  He sits on the Board of Cambridge Neighborhood Apartment Housing Services (CNAHS), a non-profit developer and manager of affordable housing properties in greater Boston.

    Faithfull is a graduate of Elon University, and is a member of NAIOP and the Greater Boston Real Estate Board Real Estate Finance Association (REFA). He is a resident of Cohasset, MA.

     

  • Future of CMBS and CRE Capital Markets

    Location: Marriott Grand Ballroom 3,
    Second Floor,
    North Tower


    Speaker(s)

    Erin Stafford, Managing Director Global CMBS, DBRS, Inc.

    Dan Bennett, Head of Capital Markets, LoanCore Capital, LLC

    Stacey M. Berger, Executive Vice President, PNC Real Estate / Midland Loan Services

    David Brickman, Executive Vice President, Multifamily Division, Freddie Mac

    J. Theodore Borter, Managing Director, Goldman Sachs

    Breakout Session

    Read more Read less

    CMBS and the securitization markets continue to evolve and respond to change. Expert panelists will share views on the current state of agency and non-agency CMBS markets, the role of securitization going forward, and impacts on the range of stakeholders -- borrowers, lenders, investors, servicers and other participants in the CRE ecosystem.

    Speaker(s)

    Erin Stafford, Managing Director Global CMBS, DBRS, Inc.

    Dan Bennett, Head of Capital Markets, LoanCore Capital, LLC

    Mr. Bennett joined LoanCore Capital in 2014 as the Head of Capital Markets. In this role, Mr. Bennett manages the fixed rate CMBS business for LoanCore Capital Markets and helps manage the transitional floating rate lending business for LoanCore Capital Credit REIT.  Prior to joining LoanCore, Mr. Bennett worked in the Real Estate Financing Group at Goldman Sachs from 2005 to 2014, most recently as a Managing Director and the Head of the REFG Capital Markets Desk, where he was responsible for the distribution and risk management of the commercial real estate loan book for all new issue CMBS deals and CRE loan syndications. Prior to joining Goldman Sachs, Mr. Bennett was an attorney for Sullivan & Cromwell LLP. Mr. Bennett graduated with a B.S. from Villanova University and with a J.D. from Harvard Law School.

    Stacey M. Berger, Executive Vice President, PNC Real Estate / Midland Loan Services

    Stacey M. Berger - Executive Vice President, Midland Loan Services, a PNC Real Estate business. Mr. Berger is responsible for business development, corporate development and strategy activities at Midland Loan Services, and is a member of the PNC Real Estate senior leadership team.  Midland is the leading provider of loan servicing, asset management and technology solutions for the commercial mortgage finance industry.  The company is one of the nation's largest commercial loan servicers with over $500 billion in outstanding balances. As special servicer, Midland is responsible for asset management, workout and resolution of a $200 billion CMBS portfolio. Midland maintains the industry's highest ratings as a servicer and special servicer from Fitch Ratings, Standard & Poor's and Morningstar.  Mr. Berger formally served as President of the Commercial Real Estate Finance Council (formerly CMSA), and received the association’s Founders Award. He served as Vice Chairman of the commercial / multifamily board of directors of the Mortgage Bankers Association. Mr. Berger received a BA in Economics and an MBA from Tulane University, and serves on the Business School Council at the A.B. Freeman School of Business.

    David Brickman, Executive Vice President, Multifamily Division, Freddie Mac

    David is the Executive Vice President and Head of Freddie Mac Multifamily – the leading capital provider to the US multifamily market. He leads a team of over 900 people in the Multifamily line of business, providing liquidity and stability to multifamily mortgage markets, supporting affordable rental housing, and building a sound operating business that has produced solid economic returns at minimum risk for U.S. taxpayers. David was the architect for Freddie Mac’s successful securitization program featuring K-Deals and has presided over significant expansion of the Multifamily businesses line through the introduction of several innovative new products and programs to better serve every corner of the Multifamily market. He is a frequent spokesperson on the condition, challenges and future of multifamily and rental housing in the United States.

    J. Theodore Borter, Managing Director, Goldman Sachs

    Ted is head of the Commercial Mortgage Finance business within North America, with particular responsibility in expanding and enhancing real estate client relationships through the commercial mortgage product.
    He provides strategic financing advice to real estate clients of the firm and sources and assesses opportunities in which Goldman Sachs will act as principal or agent with respect to secured financing. Ted co-chairs the Commercial Real Estate Capital Committee. He joined Goldman Sachs in 1997 as a vice president and was named managing director in 2002. Prior to joining the firm, Ted worked at Citicorp for eight years in the real estate finance and capital markets groups. Ted earned a BA in Economics from Haverford College in 1985 and an MBA from Harvard University in 1989.

  • Press Room (Credentialed Media Only)

    Location: Torrey Pines 3,
    Second Floor,
    North Tower

    Press Event

  • Trends in Healthcare and Seniors Housing Market

    Location: Marriott Grand Ballroom 10,
    Second Floor,
    North Tower


    Speaker(s)

    Scott Thurman, Senior Managing Director, FHA Underwriting, Greystone

    J.P. LoMonaco, MAI, President, Valuation & Information Group

    Roger M. Lukoff, Deputy Assistant Secretary- Healthcare Programs, U.S. Department of Housing and Urban Development

    Stephanie McFadden, Managing Director, CBRE Capital Markets

    Breakout Session

    Read more Read less

    Demographic shifts show the increasing need for senior housing and residential healthcare stock. Financing these facilities requires knowledge of real estate finance and an understanding of the regulatory requirements, liability, and business of operating a property that is part housing and part healthcare. In this session, public and private financing executives discuss the intricacies of healthcare and senior housing,
    investor demand for healthcare, senior housing, bridge and permanent loans, and market and demographic trends and performance.

    Speaker(s)

    Scott Thurman, Senior Managing Director, FHA Underwriting, Greystone

    J.P. LoMonaco, MAI, President, Valuation & Information Group

    Roger M. Lukoff, Deputy Assistant Secretary- Healthcare Programs, U.S. Department of Housing and Urban Development

    Roger Lukoff is the FHA Deputy Assistant Secretary for Healthcare Programs for the United States Department of Housing and Urban Development. Roger brings a wealth of experience to the position from the FHA Office of Healthcare Programs (OHP), DHHS’s Centers for Medicare and Medicaid Services (CMS) and the private sector. Roger has led OHP since May 2016.  He joined HUD as Associate Deputy Assistant Secretary for OHP in 2010. In conjunction with the OHP Management Team, Roger developed and implemented organizational policies, strategies, plans, and operating guidelines to address the leading national healthcare mortgage insurance programs. Prior to his HUD service, Roger was the Associate Regional Administrator at CMS, where he was responsible for the Northeast Consortium Survey, Certification and Enforcement Division, overseeing quality assurance and standards for hospitals, long term care facilities and other healthcare facilities and suppliers participating in federal health programs. Before joining CMS, Roger was a senior healthcare executive at a major integrated health delivery system in Pennsylvania. He is a Certified Fellow of the American College of Healthcare Executives.  He completed his undergraduate degree at the University of Massachusetts at Amherst and his graduate degree at The George Washington University.  Roger also completed the Wharton Management Program in Business Administration at the University of Pennsylvania. Roger has taught in the Department of Government in the School of Public Affairs at American University since 2012; as well as serving as Adjunct Professorial Lecturer at The George Washington University Graduate School of Public Health, Department of Health Policy since 2011. 

    Stephanie McFadden, Managing Director, CBRE Capital Markets

    Stephanie McFadden is the President and Managing Director of CBRE HMF, Inc., CBRE's FHA multifamily lending platform. Ms. McFadden has more than 20 years in commercial real estate with an emphasis on multifamily and affordable housing debt products and is experienced in all aspects of multifamily housing including finance, development, construction and asset management/servicing.  In her current role, she is responsible for nationwide FHA insured multifamily lending, managing a team of professionals specializing in FHA loan programs, including 221(d)4, 223(f), 223(a)7 and 232.

    Ms. McFadden joined CBRE in 2013. Prior to joining CBRE, Ms. McFadden was Senior Vice President and FHA Product Manager at PNC Real Estate. She has also held several senior positions with Vitus Group, ARCS Commercial Mortgage and Bank of America.

    Ms. McFadden has provided multifamily loan products to clients utilizing a wide range of multifamily and healthcare finance programs, including FHA mortgage insurance, Fannie Mae permanent loans, tax exempt mortgage revenue bonds, and low-income housing and historic tax credits. Three years of her career she worked as an affordable housing developer and Director of Asset Management for a for-profit developer of Low Income Housing Tax Credit projects which involved FHA insured financing, Fannie Mae and Freddie Mac financing, Section 8 project-based housing assistance, tax exempt bonds, 501(c)(3) bonds, and a variety of other funding sources from States and local municipalities.  In addition, as a lender, Ms. McFadden has originated Fannie Mae permanent loans utilizing innovative structures including pooled Housing Authority variable rate bonds, HOPE VI and 501(c)3 loans.  She also developed and implemented a private placement tax exempt bond program at Bank of America, focused on affordable housing projects.

    Ms. McFadden is a frequent speaker at industry conferences.

  • Accessing Life Company Funds

    Location: Marriott Grand Ballroom 3,
    Second Floor,
    North Tower


    Speaker(s)

    Paul J. Hanson, Managing Director, Northwestern Mutual

    Colin Elder, Senior Vice President, Symetra Life Insurance Company

    Rob Bedwell, Senior Vice President, Investments, Protective Life Insurance Company

    Carol Chen, Managing Director and Head of Commercial Real Estate, Genworth Financial

    Breakout Session

    Read more Read less

    Since the initial recovery from the great recession, life companies have aggressively sought commercial real estate for investment. Life company investment in debt secured by the core property types has been a driver in continuing liquidity. As 2018 begins, learn from this panel of life company lenders about how they are viewing commercial real estate, their favored property type and their views of secondary markets, capital deployment opportunities and more.

    Speaker(s)

    Paul J. Hanson, Managing Director, Northwestern Mutual

    Colin Elder, Senior Vice President, Symetra Life Insurance Company

    Rob Bedwell, Senior Vice President, Investments, 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.

    Carol Chen, Managing Director and Head of Commercial Real Estate, Genworth Financial

    Carol Chen is the Head of Commercial Real Estate and a Managing Director at Genworth Financial. Carol leads Genworth’s commercial real estate lending business, which consists of long-term fixed rate financing of industrial, retail, office, and multi-family properties across the US, and management of a $6.3 billion commercial mortgage portfolio. Previously, Carol held leadership positions at PB Capital, Barclays, and UBS. She has 20 years of commercial real estate lending experience including originations, credit, underwriting, and workouts. Carol is a Chartered Financial Analyst and holds a BS from Cornell University.  

  • Current and Future State of FHA Multifamily

    Location: Marriott Grand Ballroom 10,
    Second Floor,
    North Tower


    Speaker(s)

    Kenneth W. Buchanan, SVP & Director of FHA Underwriting, Walker & Dunlop, LLC

    Dana Wade, General Deputy Assistant Secretary and Acting FHA Commissioner, U.S. Department of Housing and Urban Development

    Daniel J. Sullivan, Acting Director, Multifamily Production, Federal Housing Administration, U.S. Department of Housing and Urban Development

    Breakout Session

    Read more Read less

    FHA insurance is a critical program for constructing, rehabilitating, and stabilizing affordable and workforce multifamily rental housing. Our featured HUD speaker and FHA lender leadership discuss the public-private partnership between the industry and FHA, focusing on the current administration’s policy goals, and how they align with industry trends and are shaping the agency’s focus and regulatory reform initiatives. The panel will also discuss key issues in multifamily lending, and how FHA programs will support workforce and affordable housing in the coming year.

    Speaker(s)

    Kenneth W. Buchanan, SVP & Director of FHA Underwriting, Walker & Dunlop, LLC

    Ken Buchanan, senior vice president and director of FHA Underwriting for Walker & Dunlop, has been underwriting FHA loans since 2004 and is a HUD approved Chief Underwriter for the multifamily and healthcare programs.  As director of FHA Underwriting, Mr. Buchanan manages a team of over 30 underwriting and closing staff, and is responsible for managing the FHA underwriting platform, including coordinating the underwriting process from initial loan screening to underwriting, rate lock, and closing.  Since 2013, Mr. Buchanan successfully managed an FHA underwriting pipeline that resulted in over 420 closed loans in excess of $4.2 billion.  Beyond the company, Mr. Buchanan serves on the Mortgage Bankers Association’s Multifamily Steering Committee, chairs the FHA Chief Underwriter Forum, and is President of the Eastern Lenders Association Board.  In addition, Mr. Buchanan is frequently invited to participate as a speaker at FHA related conferences and seminars relating to HUD policy for both multifamily and healthcare topics.  Mr. Buchanan is also a licensed real estate appraiser with over eight years’ experience, performing appraisals and market studies on a nationwide basis, specifically in the healthcare and senior housing industries.  Mr. Buchanan earned a Bachelor of Science in Business Administration, Finance from the University of Delaware.

    Dana Wade, General Deputy Assistant Secretary and Acting FHA Commissioner, U.S. Department of Housing and Urban Development

    Dana Wade serves as the Office of Housing’s General Deputy Assistant Secretary.  In that role, Dana oversees the approximately 2500 employees in the Office of Housing, both in Headquarters and the field.  She has lead responsibility for carrying out Housing’s mission of providing affordable housing opportunities for moderate and low-income households.

    Dana has broad knowledge and experience in financial and housing policy issues, having served as the Deputy Staff Director of the Senate Committee on Banking, Housing and Urban Affairs and as Republican Deputy Staff Director of the Senate Committee on Appropriations.  With her background, Dana is well positioned to lead the work of Housing.  She has a keen understanding of how banking and housing policy impact the affordability of affordable housing, taxpayer commitments, and by extension our neighborhoods and communities.

    Prior to her service in the Senate, Dana was the financial markets budget analyst for Rep. Paul Ryan on the House Budget Committee.  She was also a policy adviser to Senator John McCain during the 2008 presidential race and has worked for the U.S. Options Clearing Corporation and Accenture. Dana graduated from Georgetown University with a BA in economics and earned an MBA from the Wharton School at the University of Pennsylvania.

    Daniel J. Sullivan, Acting Director, Multifamily Production, Federal Housing Administration, U.S. Department of Housing and Urban Development

    Dan Sullivan is the Acting Director of FHA Multifamily Production in HUD Headquarters.  Prior to working at HUD Headquarters, he worked from 2002 to 2009 as the Chief FHA Underwriter for Reilly Mortgage, and then Wells Fargo Multifamily Capital. Mr. Sullivan started his career in multifamily in the Seattle HUD Office as a Multifamily Housing Representative (1988-1996), and then worked in HUD Headquarters on the Preservation, and Mark-to-Market Programs (1997-2002).   He spent 6 years in the US Navy, and graduated from the University of Washington with a degree in Mathematics.

  • Fannie Mae All DUS Lender Meeting (By Invitation Only)

    Location: Marina Ballroom E,
    Third Floor,
    South Tower

    Correspondent Meeting

  • The Evolution of Private Debt Funds

    Location: Marriott Grand Ballroom 1,
    Second Floor,
    North Tower


    Speaker(s)

    Greta Guggenheim, Chief Executive Officer/Partner, TPG Real Estate Finance Trust

    Jack M. Cohen, CMB, Chief Executive Officer, Darkknight Ventures, LLC

    Jimmy Yung, Managing Director, Blackstone

    Tom MacManus, President, Strategic Accounts, A10 Capital

    Breakout Session

    Read more Read less

    Private debt funds and other non-traditional sources of CRE capital have become established parts of CRE finance, sometimes with the backing of traditional financial institutions. Panelists discuss private debt funds, how they have evolved and matured as a source of CRE capital, and what impacts they may have on the CRE finance landscape going forward.

    Speaker(s)

    Greta Guggenheim, Chief Executive Officer/Partner, TPG Real Estate Finance Trust

    Greta Guggenheim is Chief Executive Officer and President of TPG Real Estate Finance Trust (“TRT”) and a Firm Partner of TPG.  TRT is a NYSE listed commercial mortgage REIT (ticker TRTX) that originates commercial real estate mortgage loans in major markets throughout the U.S.  Previously, Ms. Guggenheim was Co‐Founder and Chief Investment Officer of Ladder Capital.  Ms. Guggenheim’s prior experience includes positions at Dillon Read Capital Management, UBS, Bear Stearns and Credit Suisse.  Ms. Guggenheim serves on the ULI Board of Trustees, Board of Governors of CREFC as well as several charitable foundations.  Ms. Guggenheim has a MBA from the Wharton School and a BA from Swarthmore College.

    Jack M. Cohen, CMB, Chief Executive Officer, Darkknight Ventures, LLC

    Education

    Cohen holds both a M.S. in Construction Management and a B.S. in Civil Engineering from Stanford University. In addition, Mr. Cohen holds a B.A. from Claremont Men’s College Cohen recently sat on the Board of Trustees of Pitzer College; has taught classes at the Claremont Colleges and Northwestern, and is an active leader and member of several industry trade associations where he also is often a speaker, moderator, trainer, and keynote.

    Experience

    Cohen is currently the CEO of Darkknight Ventures, LLC, which is an advisory and investment firm focused on accelerating the success of entrepreneurial operating entities. We help firms grow more value, faster, while having the most fun. Cohen was most recently CEO at Shirlaws Group, headquartered in London, where he focused on the funding growth and exit services for SME’s across the globe. My Cohen remains a global partner in the firm. In Mr. Cohen’s growing venture capital activities, investments include: a college test prep company, an emerging manager in a Mezzanine space and a manufacturer of trailers for recreation vehicles. Mr. Cohen sits on the boards of American Hauler, Ascot, Hillcrest, and Academic Approach. Cohen began his career with Cohen Financial in 1981 as a loan originator before taking the lead of the firm as CEO, a title he held for twenty-five years. Mr. Cohen has essentially been the Chief Strategy Officer, leader, manager and producer. During Mr. Cohen’s 34 years at Cohen Financial, offices, as well as lines of businesses were created, grown, closed and even sold. Cohen recapitalized the firm six times between 1998 and 2013.

    Professional Affiliations

    Mr. Cohen is a frequent speaker, moderator and panelist at all of the associations noted below

    Cohen thru the years has been an active member and association President of Chartered Realty Investor and Commercial Real Estate Finance Council (“CREFC”).  He sits on the boards of CREFC, Commercial Real Estate Finance/Multifamily Board of Governors (“COMBOG”) and has sat on the big board at Mortgage Bankers Association (“MBA”)  He is active in Urban Land Institute and is the past chair of the IOPC Silver Council   Cohen has been a member of Young Presidents Organization (“YPO”) / World President’s Organization (“WPO”) since 1992 and is a past Chapter YPO Chair (Chicago)  

    Honors and Awards  

    Mortgage Banker’s Association COMBOG Award Given in Recognition of Borrower Satisfaction Efforts CREFC Founder’s Award Winner in recognition of lifetime contributions to the commercial real estate securitization industry.

    Jimmy Yung, Managing Director, Blackstone

    Jimmy Yung is a Managing Director in Blackstone Real Estate Debt Strategies based in Los Angeles and oversees West Coast debt investments. Before joining Blackstone, Mr. Yung was Head of Originations and member of the Investment Committee for TPG Real Estate Finance Trust. Previously, he was Head of Originations for Deutsche Bank’s US Commercial Real Estate Special Situations business focused on principal high yield finance and distressed debt acquisitions. Mr. Yung received a BA from Georgetown University.

    Tom MacManus, President, Strategic Accounts, A10 Capital

    Tom has over 35 years of experience in commercial real estate finance which includes banking, mortgage banking, real estate investment banking and related capital markets.

    From 2003-2006 Tom served as President of GMAC Commerical Mortgage Corp. and CEO of its North American Operations where he managed seven lending platforms and a mortgage banking group comprising a $10 billion balance sheet and $22 billion in annual originations. In Tom’s most recent role as President and COO of ARA Finance, he was responsible for the strategic development of the venture’s national multifamily lending platform, which provided services through ARA offices located across the country. 

    He previously served as Executive Vice President and head of New York City-based Cushman & Wakefield‘s national Debt & Equity Finance practice.

    Tom has been a member and/or served on a variety of industry boards, committees or councils including Real Estate Roundtable, NMHC, MBA, ICSC, CREFC, NAIOP, and ULI. Tom has a BS in Commerce degree from Rider University and an MBA from Fairleigh Dickinson University.

  • Ameritas Investment Partners (By Invitation Only)

    Location: Miramar,
    Third Floor,
    South Tower

    Correspondent Meeting

  • COFFEE SPOT in THE HUB

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower

    HUB Event,

    Networking Opportunities

  • Refreshment Break in THE HUB

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower

    HUB Event,

    Networking Opportunities,

    Refreshment Break

  • THE HUB is Open

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower

    Exhibit Hours,

    HUB Event,

    Networking Opportunities

  • SIDE STAGE

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    Hear a case study on the adaptive reuse of an obsolete property and how an alternative lender examines business plans.

  • Opening General Session: An Entrepreneur's Vision of the Future

    Location: Marriott Grand Ballroom 5,
    Second Floor,
    North Tower


    Speaker(s)

    Steve Case, Chairman and CEO, Revolution LLC

    David H. Stevens, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    David Motley, CMB, 2018 MBA Chairman and President, Colonial Savings, F.A.

    General Session

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    In his #1 best-selling business book, The Third Wave, Steve Case argues that we’re entering the Third Wave of the Internet—a period when entrepreneurs will change the way we live our lives by leveraging new technologies to transform real world sectors like health, education, transportation, energy and food. The First Wave saw AOL and other companies lay the foundation for consumers to connect to the Internet. The Second Wave saw companies like Google and Facebook build on top of the Internet to create search and social networking capabilities, while apps like Snapchat and Instagram leveraged the smartphone revolution to become overnight successes. But, Case predicts, success in the forthcoming Third Wave will require a brand new set of skillsets for CEOs, entrepreneurs, policymakers and ordinary Americans. By looking back at his decision-making during some of the most consequential moments in business history in order to explain the current landscape, Case explains how attendees will need to rethink their relationships with customers, competitors and governments alike, and offers a forward-thinking roadmap for navigating in this new paradigm.

    Speaker(s)

    Steve Case, Chairman and CEO, Revolution LLC

    As Chairman and CEO of Revolution LLC, a Washington, D.C.- based investment firm he co-founded in 2005, Steve partners with visionary entrepreneurs to build significant ‘built to last’ businesses. Revolution invests in and actively helps build companies leveraging technology to disrupt existing markets. This includes both early and mid-stage growth companies through both the Revolution Growth fund, created in 2011, and the Revolution Ventures fund, launched in 2013. Revolution has backed more than 30 companies, including: sweetgreen, Zipcar, Revolution Foods, LivingSocial, Bigcommerce and Optoro.

    Steve’s entrepreneurial career began in 1985 when he co-founded America Online (AOL). Under Steve’s leadership, AOL became the world’s largest and most valuable Internet company, driving the worldwide adoption of a medium that has transformed business and society. AOL was the first Internet company to go public and the best performing stock of the 1990s, delivering a 11,616% return to shareholders. At its peak, nearly half of Internet users in the United States used AOL. In 2000, Steve negotiated the largest merger in business history, bringing together AOL and Time Warner in a transaction that gave AOL shareholders a majority stake in the combined company. To facilitate the merger, Steve agreed to step down as CEO when the merger closed.

    Steve’s passion for helping entrepreneurs remains his driving force. He was the founding chair of the Startup America Partnership — an effort launched at the White House to accelerate high-growth entrepreneurship throughout the nation.

    Steve also was the founding co-chair of the National Advisory Council on Innovation & Entrepreneurship, and a member of President Obama’s Council on Jobs and Competitiveness, where he chaired the subcommittee on entrepreneurship. In 2014, Steve was named a Presidential Ambassador for Global Entrepreneurship. Steve has been a leading voice in shaping government policy on issues related to entrepreneurship, working across the aisle to advance public policies that expand access to capital and talent. He was instrumental in passing the JOBS (Jumpstart Our Business Startups) Act, and is active in advocating on behalf of immigration reform. In April, 2016, Steve released his #1 best-selling business book, The Third Wave, in which Case explains the ways newly emerging technology companies will have to rethink their relationships with customers, with competitors, and with governments; and offers advice for how entrepreneurs can make winning business decisions and strategies—and how all of us can make sense of this changing digital age.

    Steve is also Chairman of the Case Foundation, which he established with his wife Jean in 1997. Together the Cases have invested in hundreds of organizations, initiatives and partnerships with a focus on leveraging the Internet and entrepreneurial approaches to strengthen the social sector. In 2010, Steve and Jean joined The Giving Pledge and publicly reaffirmed their commitment to give away the majority of their wealth to philanthropic causes.

    David H. Stevens, CMB, President and Chief Executive Officer, Mortgage Bankers Association

    David Stevens, CMB is President and CEO of the Mortgage Bankers Association (MBA). Prior to assuming this position, Dave served as the Assistant Secretary for Housing and Federal Housing Commissioner at the U.S. Department of Housing and Urban Development (HUD). Dave has more than 30 years of experience in mortgage finance and has held several executive level positions in sales, acquisition, investment, risk management and regulatory oversight, including positions in senior management with Wells Fargo, Freddie Mac and World Savings. Prior to his appointment by the Obama Administration to serve at HUD, Dave was President and COO of the Long and Foster Companies. He is known inside the beltway as a key housing influential; serving as an industry authority on major mortgage finance legislative and regulatory issues. Dave is often quoted in the national media and regularly appears trade media on issues affecting the mortgage and housing markets.


    In 2013, Dave received the National Association of Hispanic Real Estate Professionals (NAHREP) Founders Award, presented to individuals that have distinguished themselves by their work in support of sustainable Hispanic homeownership to improve the quality of life for Hispanics in America. He has been named to Bloomberg’s “50 Most Powerful People in Real Estate” list, and twice recognized as one of the “Top 100 Most Influential Real Estate Leaders” by Inman News and named one of Swanepoel REAL ESTATE TRENDS Report’s top ten "Newsmakers" of the year. He currently serves on the Hope Loan Port board of directors, the board of MBA Opens Doors Foundation, MBA's national 501(c) 3 nonprofit organization for philanthropic ventures, and as an advisory board member of the newly formed J. Ronald Terwilliger Foundation for Housing America's Families.

    David Motley, CMB, 2018 MBA Chairman and President, Colonial Savings, F.A.

    David Motley, CMB Chairman of the Mortgage Bankers Association, is President of Colonial Savings, F.A. and its divisions -- Colonial National Mortgage and CU Members Mortgage.  David has been an active member of MBA for more than two decades and has served in a variety of leadership roles. Recognized for his service to the industry, David is a recipient of MBA's Andrew D. Woodard Distinguished Service. Dedicated to grassroots advocacy, he has also been an active member of the Texas MBA since 1995.

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

    Location: Marriott Grand Ballroom 10,
    Second Floor,
    North Tower

    Committee Meeting

  • Lunch in THE HUB

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower

    HUB Event,

    Lunch,

    Networking Opportunities

  • Senior Bank Executive Roundtable Luncheon (By Invitation Only)

    Location: Marina Kitchen,
    Lobby Level,
    South Tower

    Committee Meeting

  • THE SIDE STAGE: Live Demo - Construction Lending Software by Built

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower

    SIDE STAGE

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    Built brings construction lending online, connecting all key stakeholders and helping lenders reduce risk, simplify compliance, and increase administrative efficiency.

  • THE MEETING SPOT: Q&A with Steve Case

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower

    HUB Event

  • Brick and Mortar, e-Commerce, Demographics & Tech: Demands for Retail Space

    Location: Marriott Grand Ballroom 1,
    Second Floor,
    North Tower


    Speaker(s)

    Victor Calanog, Ph.D., Chief Economist & Senior Vice President, REIS, Inc.

    Ryan G. McCullough, Senior Real Estate Consultant, CoStar Portfolio Strategy

    Mark B. Fisher, CMB, CRE, CRI, Vice President & Managing Director, StanCorp Mortgage Investors, LLC

    Breakout Session

    Read more Read less

    The “demise” of brick and mortar retail, pop-up shops, new technologies, decreasing sales, increasing sales, destination retail – opinions on the future of retail are many and varied, causing a pause among traditional investors. As ecommerce continues to grow, the risks and opportunities for lenders remain difficult to forecast.   In this session take time for a reset as experts provide their perspectives on retail real estate and the components necessary for success in an e-commerce environment. 

    Speaker(s)

    Victor Calanog, Ph.D., Chief Economist & Senior Vice President, REIS, Inc.

    Victor Calanog is Chief Economist and Senior Vice President at Reis. He and his team of economists and analysts are responsible for the firm’s market forecasting, valuation, and real estate portfolio analytics services.

    Dr Calanog’s research has received awards and fellowship support from several institutions, including the Ford Foundation, the Russell Sage Foundation and the Penn Lauder Center for International Business Research.

    A prodigious researcher with broad interests, his papers in real estate economics, local government competition, and urban fiscal policy have been presented in meetings of the American Economic Association, the American Finance Association, the Brookings Institution, and discussed in academic forums sponsored by Harvard Business School, Columbia University, Stanford University, the Wharton School of the University of Pennsylvania, and the Stern School of Business at New York University.

    He serves as contributor and peer reviewer for several academic journals, with scientific papers published in the Journal of Banking & Finance, the Journal of the Risk Management Association, and cited in the Journal of Finance, Journal of Public Economics, the World Bank Research Observer, the Brookings Papers on Urban Affairs and Public Administration Review. His assessments of market conditions have appeared in national publications like the Wall Street Journal, New York Times, Bloomberg News, Financial Times, and Reuters News. Dr Calanog writes several columns on commercial real estate for the National Real Estate Investor and Scotsman Guide. His industry columns have won honors from the American Society of Business Publication Editors and the Risk Management Association. He serves on the Commercial Real Estate/Multifamily Finance Board of Governors for the Mortgage Bankers Association, as Managing Editor for the CRE Finance Council, and on the Editorial Advisory Board of Real Assets Adviser. He is also part of the Executive Committee and the Board of Directors of the Counselors of Real Estate®.

    Dr Calanog holds a PhD in Applied Economics and Management Science, trained by a dissertation committee composed of faculty from the Wharton School of the University of Pennsylvania and Harvard Business School. In addition, he has an MBA in Finance and an MA in Business and Public Policy, earning the Amy Morse Prize and the Thomas P. Gerrity Leadership Award as the most distinguished PhD and MBA student in his class.

    Ryan G. McCullough, Senior Real Estate Consultant, CoStar Portfolio Strategy

    Ryan McCullough, Senior Real Estate Economist, serves as an advisor on market selection and investment strategy to some of the largest institutional investors, pension funds, REITs, and commercial lenders in the world. He conducts primary research on commercial real estate markets, analyzing economic and demographic indicators for real estate stakeholders. Ryan specializes in retail markets and has helped develop a property-level performance model used by CoStar clients to establish pricing and accurately assess risk on shopping center acquisitions.

    Media in which he has been quoted include The Wall Street Journal, CNBC, Investor’s Business Daily, Bloomberg, Retail Traffic Magazine, and The Washington Post, among others. He has spoken at industry events hosted by ULI, Mortgage Bankers Association, and National Retail Tenants Association, and co-hosts a quarterly webinar on the state of the U.S. retail market. Ryan holds a B.A. in Marketing Management from Virginia Tech and an M.A. in Economics from Boston University.

    Mark B. Fisher, CMB, CRE, CRI, Vice President & Managing Director, StanCorp Mortgage Investors, LLC

    Mark Fisher joined Standard Insurance Company as a real estate specialist in 1984.  In his current role as Vice President and Managing Director he leads StanCorp Mortgage Investors, LLC in the management their portfolio of commercial real estate loans in excess of $9.0 billion. 

    Mark is currently a member of the Life Officers and Managers Association (LOMA) Investment Committee, serves on the Commercial Board of Governors of the MBA (COMBOG) and is past Chair of the Center for Real Estate Advisory Board at Portland State University. Mark graduated from Portland State University with a Bachelor of Science degree in Economics.

  • Correspondent Meeting

  • Legislative and Regulatory Update: Impacts on CRE

    Location: Marriott Grand Ballroom 3,
    Second Floor,
    North Tower


    Speaker(s)

    Bill Killmer, Senior Vice President for Legislative & Political Affairs, Mortgage Bankers Association

    Thomas T. Kim, Senior Vice President, Commercial/Multifamily, Mortgage Bankers Association

    David Burns, Vice President, Prudential

    David Leavitt, National Real Estate Fund Tax Technical Leader, PWC

    Breakout Session

    Read more Read less

    A variety of legislative and regulatory events can fundamentally affect the business of CRE finance. Tax reform has happened; regulatory and industry implementation now begins.  Action out of the chaotic Capitol Hill can also include budget actions with CRE impacts, legislative fixes to regulations, and political battles that play out in ways that affect the industry. Federal regulators can also have direct and significant impacts on CRE finance, including possible action to change HVCRE, HMDA and more. Panelists will provide policy intelligence, identify regulatory impacts on CRE sectors, and prognosticate on political outcomes that have the potential to keep the industry up at night.

    Speaker(s)

    Bill Killmer, Senior Vice President for Legislative & Political Affairs, Mortgage Bankers Association

    Thomas T. Kim, Senior Vice President, Commercial/Multifamily, Mortgage Bankers Association

    Tom Kim is Senior Vice President of Commercial/Multifamily at the Mortgage Bankers Association (MBA).  In this capacity, Tom manages MBA's Commercial/Multifamily Group in representing the interests of member companies in the commercial/multifamily real estate finance industry.  He oversees and leads public policy activities with regard to commercial and multifamily real estate finance, including matters relating to financial services regulation, multifamily housing finance, commercial mortgage securitization, portfolio lending and commercial mortgage servicing.  Tom also manages the development of best practices and industry standards, and advises MBA's Commercial Real Estate/Multifamily Finance Board of Governors (COMBOG). Prior to joining MBA, Tom served as Associate General Counsel at Freddie Mac, where he advised the company on a broad range of legal, regulatory and public policy matters.  Previously, he was in-house counsel at the Investment Company Institute, the national association of the mutual fund industry, where he focused on legislative and regulatory matters affecting mutual funds and their shareholders. Tom is also a co-founder and board member of Justice Ventures International, a non-profit organization that combats human trafficking and promotes economic development in developing countries. Tom received his B.A. summa cum laude from the University of California, Irvine, J.D. from the UCLA School of Law where he served as a law review editor, and LL.M. with distinction from the Georgetown Law Center. 

    David Burns, Vice President, Prudential

    David Burns is a Vice President in External Affairs' Washington DC office. David co-leads External Affairs' legislative lobbying team with a focus on tax, financial services, and retirement policy. Prior to joining Prudential in 2009 David was a senior policy staffer to now retired Congressman John Tanner, then a senior Ways and Means Committee member and co-founder of the Blue Dog Coalition, a group of moderate to conservative House Democrats. David advised Mr. Tanner and the Blue Dog Coalition on fiscal issues with a focus tax, budget, and trade policy. Before working for Mr. Tanner, David was the Legislative Director to former Congressman Chris Bell of Houston, TX, David’s hometown. David has a BA in economics from the University of Texas at Austin.

    David Leavitt, National Real Estate Fund Tax Technical Leader, PWC

    David is a principal in PwC’s New York Real Estate tax practice.  David also is the Asset & Wealth Management Tax Technical Leader for PwC’s national asset and wealth management tax practice.  He serves clients in the investment management industry on a wide range of tax matters with a specific focus on the real estate industry.  David’s experience includes structuring open and closed end real estate private equity funds on behalf of fund sponsors and structuring investments in such funds in a tax-efficient manner for taxable, US tax-exempt, non-US governmental, and other non-US investors.

    David also advises clients on structuring mergers and acquisition transactions involving the real estate industry, including REIT acquisitions and dispositions, spin-offs, and mergers. David advises investors and investment sponsors on inbound real estate investments from outside of the United States, and his experience also includes the following: structuring direct and joint venture real estate investments, including advising on matters relating to partnerships and REITs; Foreign Investment Real Property Tax Act; non-US government investors eligible for Section 892 of the Internal Revenue Code (sovereign wealth funds); entity classification of non-US entities for US income tax purposes; and eligibility for benefits under US income tax treaties. David is a co-author of the Real Estate Investment Trusts treatise on Checkpoint Catalyst.  David is a frequent speaker at asset management industry events.

    David holds a J.D. from Chicago-Kent College of Law and an L.L.M. (Master of Laws) from New York University School of Law.                      

  • Kansas City Life Insurance Company (By Invitation Only)

    Location: Marriott Grand Ballroom 12,
    Second Floor,
    North Tower

    Correspondent Meeting

  • SIDE STAGE

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    Learn how specialty finance helps investors increase their overall returns via case studies showing different scenarios where financing can be used.

  • New Member Event (By Invitation Only)

    Location: Rancho Santa Fe 3,
    Second Floor,
    North Tower

    Member Services Event,

    Networking Opportunities

  • THE SIDE STAGE: Quick Tip - Environmental Due Diligence for Commercial Real Estate

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower

    SIDE STAGE

    Read more Read less

    Experts provide an overview of the "what, where, when and why" surrounding environmental due diligence as it applies to the commercial real estate market.

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