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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Monday, February 12, 2018

Tuesday, February 13, 2018

  • Continental Breakfast

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

    Breakfast,

    Networking Opportunities

  • Registration

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

    Registration

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

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

    Committee Meeting

  • Press Room (Credentialed Media Only)

    Location: Torrey Pines 3,
    Second Floor,
    North Tower

    Press Event

  • Bridge Lending and Mezzanine Financing

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


    Speaker(s)

    Jim Flynn, President, Hunt Mortgage Group

    Rob Brown, Managing Director, JCR Capital

    Charlie Rose, Senior Director, Invesco Real Estate

    Jack Maher, Managing Director, Hartford Investment Management Co.

    Breakout Session

    Read more Read less

    Bridge loans offer the ability to future-fund improvement dollars and allows for flexibility in prepayment and other terms. As a blend of debt and equity financing, mezzanine financing fills the gap between a senior loan and available equity to provide the necessary funding. This panel will discuss the current pace of bridge loans and mezzanine financing, whether this trend will continue and its impacts on borrowers, lenders and investors.

    Speaker(s)

    Jim Flynn, President, Hunt Mortgage Group

    James Flynn is President and Chief Investment Officer of Hunt Mortgage Group, a wholly-owned subsidiary of Hunt Companies. Mr. Flynn is responsible for the management of all the businesses and strategic direction of Hunt Mortgage Group. He joined Hunt Mortgage Group (formerly Centerline Capital Group) in 2007. He is a member of executive management and the investment and credit committees. Mr. Flynn’s prior direct responsibilities at Hunt Mortgage Group include identifying, structuring and pricing new proprietary real estate investments including: bridge and mezzanine debt, preferred equity and JV equity partnership interests. Mr. Flynn’s prior positions at the firm also included: capital raising, business development, and asset management.

    Mr. Flynn served as portfolio manager for the firm’s commercial mortgage REIT, which included management of CRE CDOs, raised public equity capital for the REIT, and served in various advisory capacities for the firm’s CMBS and high-yield debt funds. Mr. Flynn also led the special servicing, REO and asset disposition units, which comprised 20+ real estate professionals, and an equity portfolio consisting of 1,100 multifamily housing properties with more than 120,000 units. In addition, he directed the special servicing of a $2.5 billion multifamily bond portfolio. Prior to joining Hunt Mortgage Group, Mr. Flynn practiced law at Gibson, Dunn & Crutcher (GDC) in its real estate practice group, where he represented lenders, real estate funds, developers, and institutional and non-institutional investors in structuring acquisitions and financings for all commercial real estate classes, and advising in the formation of fund partnerships and joint ventures. Before joining GDC, Mr. Flynn was aninvestment banker at Lehman Brothers. Mr. Flynn earned a Juris Doctorate from Columbia University Law School, Harlan Fiske Stone Scholar, and a Bachelor of Science (finance and accounting) from the McDonough School of Business at Georgetown University, magna cum laude. Mr. Flynn is a member of the California State Bar, ULI, CREFC, MBA, and NAREIM.

    Rob Brown, Managing Director, JCR Capital

    Rob is Managing Director for JCR Capital where he oversees the firm’s debt strategies which includes their Bridge Loan Program as well as the Mezzanine/Preferred Equity investments. Rob oversees the day-to-day operations of the program and is responsible for all origination, structuring, pricing and closing of their new investments. In addition he is a member of JCR’s Senior Management Team and sits on the firm’s Bridge Loan Investment Committee.

    Prior to joining JCR, Rob was a member of Deutsche Bank’s Commercial Real Estate Group from 2006-2014 where he worked in both their US and European platforms and focused on the origination, structuring, execution and distribution of commercial real estate financing as well as the principal investment and distressed products business throughout Europe and the US. Most recently Rob was based in New York City and was responsible for origination of CMBS, mezzanine and bridge loans and special situations products, with focus on the East Coast of the US.
    Prior to joining Deutsche Bank, Mr. Brown worked in the Real Estate Capital Markets Group at Prudential Financial.

    Mr. Brown earned a BA from the Washington and Lee University

    Charlie Rose, Senior Director, Invesco Real Estate

    Charlie Rose is Senior Director of Structured Investments with Invesco Real Estate (“IRE”). Based in Newport Beach, Charlie is primarily responsible for growing and managing the commercial real estate credit lines of business with an immediate focus on North America. Charlie joined IRE from Canyon Partners Real Estate (Canyon), where he was responsible for sourcing and relationships across the western U.S. and closed transactions totaling over $3.0bn of total real estate value. Prior to Canyon, he was with Pacific Urban Residential and Rosen Consulting Group.  Charlie is a graduate of Stanford University (B.A.) and The Wharton School of the University of Pennsylvania (M.B.A. with Honors).  He is active as a member of the Urban Land Institute where he serves on the Urban Development Mixed Use Council; the Stanford Real Estate Council; and the board of directors of the Los Angeles Neighborhood Land Trust.

    Jack Maher, Managing Director, Hartford Investment Management Co.

    Jack Maher – Jack is a Managing Director and Head of Alternatives at HIMCO, where he oversees Private Real Estate, Private Placements, Private Equity and Hedge Funds. He joined HIMCO in 2005 and most recently headed the Private Real Estate team. He has been a member of HIMCO’s executive leadership team since 2011. Jack was previously a Managing Director at Aetna Inc., where he was responsible for whole loan and equity joint venture investments. Jack earned his BA from the College of the Holy Cross in 1985, his MBA from the University of New Haven in 1989 and his MS in Real Estate Investment and Analysis from NYU in 1991.

  • Mortgage Banking and Multifamily Finance: New Opportunities?

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


    Speaker(s)

    Matthew G. Rocco, Executive Vice President, Grandbridge Real Estate Capital LLC

    Michele Evans, Senior Vice President and Multifamily Chief Operating Officer, Fannie Mae

    John Cannon, Senior Vice President, Production & Sales, Freddie Mac

    Jeffrey Erxleben, Executive Vice President, NorthMarq Capital, LLC

    Breakout Session

    Read more Read less

    Multifamily finance has seen robust growth, strong rent levels in general and historically low vacancies. The role of mortgage bankers has figured prominently in expansion of this sector, with more intermediaries specializing in this property type. Join this session to hear multifamily finance experts discuss the changes that could impact multifamily finance and the role of the mortgage banking industry.

    Speaker(s)

    Matthew G. Rocco, Executive Vice President, Grandbridge Real Estate Capital LLC

    Michele Evans, Senior Vice President and Multifamily Chief Operating Officer, Fannie Mae

    Michele M. Evans is Senior Vice President and Multifamily Chief Operating Officer for Fannie Mae, reporting to the Executive Vice President and Head of Multifamily. Evans is responsible for business transformation, strategy, the company’s Multifamily Target State technology initiative, product development, securitization initiatives, and product management. Additionally, she oversees day-to-day operations of the division, including middle office, budgeting and reporting, corporate initiatives, and strategic initiatives.

    Previously, Evans was responsible for multifamily production, DUS relationship management, multifamily marketing and communications, and multifamily corporate obligations. She also managed the DC Business Center, 15 lenders, the Sales and Marketing team; led the Negotiated Transactions team; and was part of the original team that built and managed MFlex® business.

    Prior to joining Fannie Mae in 1992, Evans was Vice President of Commercial Real Estate at Hunter and Associates. She also has held the positions of Vice President of Finance at GMD Corporation and Vice President at DRG Financial Corporation.

    John Cannon, Senior Vice President, Production & Sales, Freddie Mac

    John Cannon joined Freddie Mac Multifamily in February 2012 as Senior Vice President, Multifamily Production and Sales where he serves as chief point person for our Program Plus® Seller network.

    John has over 25 years of experience in the mortgage industry.  Prior to Freddie Mac, John was executive vice president with Berkadia Commercial Mortgage where he led the conventional mortgage banking network, GSE lending, proprietary lending, and investment sales platforms.  In his last five years at Berkadia, they originated more than $86 billion in loans with a variety of capital sources, including Freddie Mac, Fannie Mae, FHA/HUD, insurance companies, capital markets and other institutional lenders, and proprietary sources.

    Prior to his role with Berkadia, John held several leadership roles at Capmark Finance, where he managed the conventional and HUD production networks, the conventional sales force, and was the lead corporate liaison with the GSEs and conduit lenders. While at GMAC Commercial Mortgage, John originated servicing-retained commercial mortgage loans for the GSEs, correspondent insurance companies, and pension fund clients.

    John is an alumnus of Lafayette College in Easton, Pennsylvania and earned his Master of Science in Finance at Drexel University in Philadelphia.

    Jeffrey Erxleben, Executive Vice President, NorthMarq Capital, LLC

    Jeffrey R. Erxleben is an Executive Vice President/Regional Manager for NorthMarq Capital, providing oversight to NorthMarq’s regional offices in addition to arranging debt and equity for clients. Jeff is a member of NorthMarq’s Executive Committee, NorthMarq’s Producer Council, and is actively involved in the development of NorthMarq’s Associate Producers. He is an active member in councils for both Freddie Mac and Fannie Mae. Jeff services as chair for the Mortgage Bankers Association’s Origination Council, is an active member within National Multifamily Housing Council and is active within the Folsom Institute for Real Estate. Based in Dallas, he joined NorthMarq in 2002.

  • 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

  • THE SIDE STAGE: Live Demo - CRE Foundation with CoStar Risk Analytics

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower

    SIDE STAGE

    Read more Read less

    Learn how lenders and CMBS investors can stay ahead of potential CRE risks as we move towards the tail end of the cycle with CoStar Risk’s best in class portfolio surveillance analytics.

  • Special Session: Capital Source Convergence – Are the Lines Among Financing Sources Becoming Blurred?

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


    Speaker(s)

    Daniel J. Baker, Executive Vice President, KeyBank Real Estate Capital

    Jeff Friedman, Co-Founder, Mesa West Capital, LLC

    Byron L. Boston, President, Chief Executive Officer and Co-Investment Officer, Dynex Capital, Inc.

    Mark Williams, Managing Director, Eastdil Secured

    Special Session

    Read more Read less

    While liquidity from traditional sources of financing remains active, the swimming lanes between major capital sources are becoming blurred.  Major diversified financial institutions appear to be taking ownership stakes in debt funds, mortgage banking firms and technology platforms.  Undoubtedly driven by a search for yield, divergent business models are shaping the formation and ownership structures of active market participants.  In this session, hear how intermediaries and lenders are viewing the future and accessing less traditional financing sources and delivery models to match borrowers with lenders.

    Speaker(s)

    Daniel J. Baker, Executive Vice President, KeyBank Real Estate Capital

    Dan Baker is an Executive Vice President for KeyBank Real Estate Capital and leads Key’s real estate capital markets team. His team is responsible for the origination, underwriting and distribution of permanent mortgage financing on behalf of KeyBank’s clients through Freddie Mac, Fannie Mae, CMBS, FHA and Investor Placement. Dan has nearly 25 years of real estate capital markets experience. Previously, he served as the CMBS Program Manager with responsibility for the implementation and execution of the commercial mortgage group's commercial mortgage backed securities (CMBS) strategy including loan screening, structuring, pricing and securitization. Prior to rejoining Key in 2009, (Dan was with Key from 1997-2004) Dan ran the Chicago office for Barclays Capital where his team originated CMBS and balance sheet loans throughout the Midwest.


    Dan earned his BS degree in Business Administration from the University of Missouri and an MBA from Rockhurst University. He is an active member of the Mortgage Bankers Association, the Urban Land Institute, ICSC, NMHC, and CREFC. Dan also serves on the board of Boys Hope Girls Hope of Chicago.

    Daniel J. Baker
    Executive Vice President
    KeyBank Real Estate Capital
    Member Executive Council
    KeyCorp

    Jeff Friedman, Co-Founder, Mesa West Capital, LLC

    Jeff Friedman co-founded Mesa West Capital in 2004.  Mesa West, based in Los Angeles with offices in Chicago and New York, is a real estate investment management firm that has financed over $12 billion of commercial real estate nationwide since inception.  Prior to founding Mesa West, Mr. Friedman spent three years at Maguire Partners as a principal and was in charge of capital market activities which included the restructuring of the firm’s debt, the buy-out of partners and the firm’s eventual $800 million IPO.  Prior to Maguire Partners, Mr. Friedman was a Director at Credit Suisse First Boston in New York and prior to that was at Nomura Securities.  Mr. Friedman began his career as a corporate lawyer, working initially in Tokyo and then in New York for Simpson Thacher & Bartlett.  He received a bachelor’s degree from UCLA and a master’s degree in Applied Economics; he received a JD from the University of Michigan.  Mr. Friedman serves as a Governor of the Mortgage Bankers Association and a Board Member of the UCLA Ziman Center for Real Estate. 

    Byron L. Boston, President, Chief Executive Officer and Co-Investment Officer, Dynex Capital, Inc.

    Byron Boston is President, CEO, and CO-Chief Investment Officer of Dynex Capital (NYSE:DX), a leading Real Estate Investment Trust (REIT) with more than $4 billion in managed assets. Mr. Boston is responsible for strategy and operations as well as fostering and maintaining key relationships with shareholders, creditors, and dealers. He also leads the day-to-day investment, financing, hedging, and financial reporting decisions. Mr. Boston is also a member of Dynex Capital’s Board of Directors.  Mr. Boston is a seasoned investment professional with more than 36 years of experience in the fixed income capital markets and the U.S. housing finance system. Since January of 2004 he has built two successful public companies, Dynex Capital and Sunset Financial Resources. Prior to Dynex, Mr. Boston served in a senior leadership role in the investment division of Freddie Mac for 7 years.  Between 1981 and 1997 Mr. Boston developed his career as a banker and bond trader, first with Chemical Bank as a Corporate Banking Officer and then with Credit Suisse First Boston as a mortgage-backed securities trader. He is currently a board member of The Salzburg Global Seminar, and the Mortgage Bankers Association, serving as the 2018 COMBOG Chair.

    Mark Williams, Managing Director, Eastdil Secured

    Mark specializes in the financing of institutional property and portfolio transactions for office, industrial, retail and multifamily assets.  Mr. Williams joined Secured Capital Corp in 1992, which merged with Eastdil in 2006. Eastdil Secured has 16 offices across the US, London, Frankfurt, Dubai, Hong Kong and Japan and their debt placement group arranged financing on 258 deals totaling $53.7 billion in 2017. 

  • General Session: Talent is Overrated — Unexpected Truths of Great Performance

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


    Speaker(s)

    Geoff Colvin, Senior Editor-at-Large, Fortune Magazine

    Brian F. Stoffers, CMB, MBA Vice Chairman and President, Debt & Structured Finance, CBRE Capital Markets

    General Session

    Read more Read less

    Join us for Tuesday morning's General Session featuring Geoff Colvin, Senior Editor-at-Large of Fortune Magazine. Mr. Colvin provides his insights on current economic, political and competitive forces driving disruption in today's business environment and reveals what best leaders & organizations are doing right now to compete, harness opportunities, and manage risk. He will decipher where humans fit into a future filled with robots and smart technology and will identify the high-value job skills of the future. 

    Addressing his book, Talent Is Overrated: What Really Separates World- Class Performers from Everybody Else, Colvin addresses what separates great performers from everyone else, and how to create great work environments and great companies given today’s trends in people and technology.   

    Speaker(s)

    Geoff Colvin, Senior Editor-at-Large, Fortune Magazine

    Geoff Colvin provides his insights on current economic, political and competitive forces driving disruption in today’s business environment and reveals what top leaders and organizations are doing right now to compete, harness opportunities, and manage risk. He will decipher where humans fit into a future filled with robots and smart technology, and will identify the high-value job skills of the future. Addressing his book, Talent Is Overrated: What Really Separates World-Class Performers from Everybody Else, Colvin talks about how to create great work environments and great companies given today’s trends in people and technology.

    Geoff Colvin is an award-winning thinker, author, broadcaster, and speaker on the most significant trends and issues impacting business and the economy. As Fortune magazine’s senior editor-at-large, Geoff has an insider’s perspective fueled by long- standing relationships with the world’s top leaders in business and government.

    Geoff is also one of America's preeminent business broadcasters. He is heard every day on the CBS Radio Network, where he has made over 10,000 broadcasts and reaches seven million listeners each week. He has appeared on Today, The O’Reilly Factor, Good Morning America, Squawk Box, CBS This Morning, ABC's World News Tonight, CNN, PBS's Nightly Business Report, and dozens of other programs. He served as anchor of Wall $treet Week with Fortune on PBS, and spoke each week to the largest audience reached by any business television program in America.

    A native of Vermillion, South Dakota, Geoff Colvin is an honors graduate of Harvard with a degree in economics and has an M.B.A. from New York University. 

    Brian F. Stoffers, CMB, MBA Vice Chairman and President, Debt & Structured Finance, CBRE Capital Markets

    Brian Stoffers, CMB, is Vice-Chairman of the Mortgage Bankers Association and Global President, Debt & Structured Finance at CBRE, a Fortune 500 and S&P 500 company headquartered in Los  Angeles, and the world's largest commercial real estate services and investment firm.

     An active MBA member for more than 25 years, Brian has served in several leadership positions within the organization.  He currently serves on MBA's Executive Committee as well as the Chairman of the Audit Committee.  Brian previously served on the Commercial Real Estate/Multifamily Finance Board of Directors (COMBOG), and is the former Chairman of the Task Force on GSE Reform and   Capital Markets Committee.

  • Community Bank Roundtable Lunch (By Invitation Only)

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

    Committee Meeting

  • DUS CAM Lunch Meeting (By Invitation Only)

    Location: Torrey Pines 2,
    Second Floor,
    North Tower

    Committee Meeting

  • Lunch in THE HUB

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower

    HUB Event,

    Lunch,

    Networking Opportunities

  • Servicer Meeting (Open to MBA Members; Closed to Media)

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

    Committee Meeting

  • THE SIDE STAGE: Live Demo - Viewpoint Online by Integra Realty Resources

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower

    SIDE STAGE

    Read more Read less

    Learn about IRR’s CRE data dashboard, Viewpoint Online, which provides an easy-to-use interface for 15+ years of market research data, spanning five main property types.

  • THE MEETING SPOT: Q&A with Geoff Colvin

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower

    HUB Event

  • THE SIDE STAGE: Live Demo - ECL Software Construction Loan Management

    Location: Pacific Ballroom 14,
    First Floor,
    North Tower

    SIDE STAGE

    Read more Read less

    See how ECL Software helps you set risk factors in processing construction loans to avoid potential pitfalls.

  • Disruptors, Innovation and Managing Change in CRE Finance

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


    Speaker(s)

    Thomas S. Dennard, Chairman of the Board & Chief Executive Officer, Grandbridge Real Estate Capital LLC

    Shekar Narasimhan, Managing Partner, Beekman Advisors, Inc.

    William M. Walker, Chairman and Chief Executive Officer, Walker & Dunlop, LLC

    Justin R. Wheeler, Chief Executive Officer, Berkadia

    Breakout Session

    Read more Read less

    The pace of change continues to accelerate in ways that affect commercial real estate finance, both directly and indirectly. This includes changes in technology (e.g., data analytics, driverless cars, and smart buildings), changes in business models (e.g., the Amazon impact, Uberization of labor), changing demographics (e.g., Millennial impacts, cultural diversity) and changes in climate expectations (e.g., 100-year floods and hurricane events). Hear from senior executives in mortgage banking on what they believe are the significant current and future drivers of change in commercial real estate finance, and ways to navigate through the shifting landscape.

    Speaker(s)

    Thomas S. Dennard, Chairman of the Board & Chief Executive Officer, Grandbridge Real Estate Capital LLC

    Thomas S. Dennard is Chairman of the Board and Chief Executive Officer of Grandbridge Real Estate Capital LLC, one of the nation’s largest full-service commercial and multifamily mortgage banking firms. Formerly the president and chief executive officer of Laureate Capital LLC, he was instrumental in the formation of Grandbridge, created when Laureate Capital acquired Collateral Real Estate Capital LLC and combined the in-place loan origination and servicing platforms. Grandbridge’s current servicing portfolio is $30 billion.

    With more than 40 years of commercial mortgage banking experience, Mr. Dennard is able to share his extensive loan origination, structuring, placement and closing experience with commercial and multifamily clients nationwide. Mr. Dennard is Chairman of the Grandbridge Board of Managers and is a member of BB&T’s Senior Leadership Team. Additionally, he is a member and on the Board of Directors of the Mortgage Bankers Association and serves as a member and past Chair of MBA’s COMBOG. Mr. Dennard is a member of the Urban Land Institute and serves on the Multi-Family Gold Council.  He holds a Bachelor of Arts in business from Catawba College.

     

    Shekar Narasimhan, Managing Partner, Beekman Advisors, Inc.

    Shekar Narasimhan is 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. He serves as Chairman of Papillon Capital, focused on sustainable infrastructure investing and is the Co-Founder of the Emergent Institute in Bangalore, India.  Shekar was appointed by the Governor of Virginia as a Member of the Board for Housing and Community Development and for the Virginia Housing Development Authority. He also served as a Commissioner on President Obama’s Advisory Commission on Asian Americans and Pacific Islanders.  Shekar is formerly Managing Director of the 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 and CEO of the WMF Group, a publicly traded, commercial mortgage financial services company which was acquired by Prudential in 2000. Shekar is a Senior Industry Fellow at the Joint Center for Housing Studies at Harvard University, a Board Member for Democracy Alliance, and is on the Economic Advisory Council for the Center for American Progress. He has served on several national and local boards of housing and related organizations, including several terms on the Mortgage Bankers Association of America (MBA) Board of Directors and was the first Chair of the MBA’s Commercial/Multifamily Board of Governors. Shekar has received the MBA’s highest honor in 1999, the Fannie Mae Lifetime Achievement Award in 2003 and the Dean H.J. Zoffer Distinguished Service Medal from the University of Pittsburgh in 2010. He holds a BS in Chemical Engineering from the Indian Institute of Technology, New Delhi, India and an MBA from the Katz Graduate School of Business, University of Pittsburgh, Pennsylvania. He has earned the designation of Certified Mortgage Banker (CMB).

    William M. Walker, Chairman and Chief Executive Officer, Walker & Dunlop, LLC

    Willy Walker is chairman and chief executive officer of Walker & Dunlop. Under Mr. Walker’s leadership, Walker & Dunlop has grown from a small, family-owned business to become one of the largest commercial real estate finance companies in the United States. Walker & Dunlop is listed on the New York Stock Exchange and in its first seven years as a public company has seen its shares appreciate 375%. The Company has been named a Best Workplace for five of the past six years by the Great Place to Work® Institute and was #17 on Fortune’s 2017 list of “Fastest Growing Public Companies”. Mr. Walker received the Ernst & Young Entrepreneur of the Year award in 2011 and was named “Financier of the Year” in 2017 by Commercial Mortgage Observer.

    Mr. Walker received his master’s degree in business administration from Harvard University and a bachelor’s degree from St. Lawrence University. He currently serves on the boards of Children's National Medical Center, the Federal City Council, Mortgage Bankers Association, Blue Drop, and St. Albans School. Mr. Walker is an avid runner, skier and cyclist, having been named All American by USA Triathlon and ran the Boston Marathon in 2:36. He lives in Washington, DC with his wife Dr. Sheila Ohlsson Walker and their three boys.

    Justin R. Wheeler, Chief Executive Officer, Berkadia

    Justin Wheeler was appointed chief executive officer and a member of the Management Committee in 2014. Prior to joining Berkadia, Mr. Wheeler was the COO of Leucadia National Corporation. From 2002-2005, he was President and Chief Executive Officer of American Investment Bank and has served on various public and private corporate boards.

  • Mission-Driven Lending

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


    Speaker(s)

    Scott Bassin, Executive Vice President, Head of Multifamily, PNC Real Estate

    Priya Jayachandran, President, National Housing Trust

    Kevin Filter, International Director, Jones Lang LaSalle

    Jeffery R. Hayward, Executive Vice President, Head of Multifamily, Fannie Mae

    Breakout Session

    Read more Read less

    Affordable housing has become a serious focal point in many communities, and affordability and sustainability in real estate  are squarely in the sights of federal regulators. How can the industry effectively tackle these complex issues?  Can a focus on low-income and workforce housing or “green" buildings, transform into opportunities? Attend this session to hear current thinking from experts about these sectors and the potential for new development and/or rehab, as well as how private and public sector lenders are viewing financing trends in underserved markets.

    Speaker(s)

    Scott Bassin, Executive Vice President, Head of Multifamily, PNC Real Estate

    Scott is the Head of Multifamily for PNC Real Estate, a member of The PNC Financial Services Group.  Scott’s primary responsibility in this capacity is to lead a talented team of professionals to plan and execute strategies for business development, production, asset management and risk management of PNC Real Estate’s Multifamily business.  This business includes agency lending, select balance sheet lending and low income housing tax credit activities on a nationwide basis.

    Since joining PNC in 1991, Scott has held numerous line and staff positions.  His line experience includes responsibility for PNC relationship managers’ production of real estate loans for securitization through PNC’s commercial mortgage conduit, serving as a real estate specialist for PNC Capital Markets’ Loan Syndications Group and as a relationship manager/group manager for PNC Real Estate.  Scott’s staff experience includes serving as the chief operating officer of PNC Real Estate, chief risk officer for PNC’s wholesale banking business, manager of risk management administration for PNC Real Estate and chief information officer for PNC Secured Finance.  He has also led a number of special projects for PNC.

    Prior to joining PNC, Scott was a relationship manager in the commercial real estate division of Ameritrust Bank.  He has been in banking since 1987, and most of his experience has been in the commercial real estate sector.

    Scott currently serves on the board of directors of the National Multifamily Housing Council, was a member of the Urban Land Institute’s Multi-Family Council (Blue Flight), and served on the Mortgage Bankers Association GSE Task Force.  He has also previously served on the Fannie Mae DUS Advisory Council as Vice Chairman and member of its executive committee, and is past president and board member of the Four Winds BMW Riders, a 100-member not-for-profit club for BMW motorcycle enthusiasts.

    Scott has a B.S. in Finance from Miami University in Oxford, Ohio.

    Priya Jayachandran, President, National Housing Trust

    Kevin Filter, International Director, Jones Lang LaSalle

    With more than 40 years’ experience, Kevin Filter is a veteran in providing financing to the multifamily housing industry. His knowledge and expertise helps provide creative finance solutions for multifamily housing, affordable housing, seniors housing and healthcare.

    Prior to joining JLL, Kevin was a principal and the President of Oak Grove Capital, which he co-founded in 2009. Prior to Oak Grove Capital, Kevin was a principal and the President of Glaser Financial Group, which he co-founded in 1986. Under Kevin’s leadership, his companies have provided more than $15 billion in financing.

    Kevin received a bachelor’s degree from Macalester College

    Jeffery R. Hayward, Executive Vice President, Head of Multifamily, Fannie Mae

    Jeffery R. Hayward is Fannie Mae's Executive Vice President and Head of Multifamily, reporting to the President and Chief Executive Officer. Mr. Hayward is responsible for all of the company's multifamily business functions. 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, including conventional, rent-restricted, cooperatives, seniors, student housing, and manufactured housing communities, and finances all loan sizes, from a $1 million single-asset loan to a $1 billion structured transaction facility. Fannie Mae's multifamily business is executed through a Delegated Underwriting and Servicing (DUS ®) lender network and is the only risk-sharing model in the country. Mr. Hayward began serving in this role in January 2012 as Senior Vice President.

    Since joining Fannie Mae in 1987, Mr. Hayward has served as the company's Senior Mortgage-Backed Securities Negotiator; Director of Marketing; Director of Quality Control; Vice President – Single-Family Risk Management in Washington, D.C.; Vice President – Single-Family Operations in the Northeastern Regional Office; Vice President – Single-Family Mortgage Business; and Senior Vice President – Single-Family National Business Center.

    Earlier in his career, Mr. Hayward was Vice President – Production at Star States Mortgage Corporation and Assistant Vice President – Residential Lending at Germantown Savings Bank.

    Mr. Hayward has a bachelor of science in business management from Widener University.

  • Women's Networking Event: Maximize Your Success

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


    Speaker(s)

    Carla Harris, Vice Chairman, Wealth Management, Managing Director and Senior Client Advisor, Morgan Stanley

    mPower Event,

    Networking Opportunities

    Read more Read less

    Through riveting storytelling, Carla Harris delivers a personal reflection of some of the most important intellectual and experiential lessons she has learned in her storied career on Wall Street and throughout her life. Known as “Carla’s pearls” of wisdom, she offers candid and actionable advice about identifying and owning your own power, being your authentic self, being unapologetic about your accomplishments and taking risks.

    Schedule:
    2:00 PM - 2:30 PM: Refreshments and Networking
    2:30 PM - 3:30 PM: Program

    Speaker(s)

    Carla Harris, Vice Chairman, Wealth Management, Managing Director and Senior Client Advisor, Morgan Stanley

    Carla Harris is a Vice Chairman, Wealth Management, Managing Director and Senior Client Advisor at Morgan Stanley.  She is responsible for increasing client connectivity and penetration to enhance revenue generation across the firm. She formerly headed the Emerging Manager Platform, the equity capital markets effort for the consumer and retail industries and was responsible for Equity Private Placements.  Ms. Harris has extensive industry experiences in the technology, media, retail, telecommunications, transportation, industrial, and healthcare sectors. In August 2013, Carla Harris was appointed by President Barack Obama to chair the National Women’s Business Council.

    For more than a decade, Ms. Harris was a senior member of the equity syndicate desk and executed such transactions as initial public offerings for UPS, Martha Stewart Living Omnimedia, Ariba, Redback, the General Motors sub-IPO of Delphi Automotive, and the $3.2 Billion common stock transaction for Immunex Corporation, one of the largest biotechnology common stock transaction in U.S. history.  Ms. Harris was recently named to Fortune Magazine’s list of “The 50 Most Powerful Black Executives in Corporate America”, U. S. Bankers Top 25 Most Powerful Women in Finance (2009, 2010, 2011), Black Enterprise’s Top 75 Most Powerful Women in Business (2010), to Black Enterprise Magazine’s “Top 75 African Americans on Wall Street” (2006 – 2011), and to Essence Magazine’s list of “The 50 Women Who are Shaping the World”, Ebony’s list of the Power 100 and “15 Corporate Women at the Top” and was named “Woman of the Year 2004” by the Harvard Black Men’s Forum and in 2011 by the Yale Black Men’s Forum.

     

    Ms. Harris began her career with Morgan Stanley in the Mergers & Acquisitions department in 1987.  Prior to joining Morgan Stanley, Carla received from Harvard Business School an MBA, Second Year Honors and an AB in economics from Harvard University, Magna Cum Laude. Carla has also received Honorary Doctorates of Laws, Humanities and Business from Marymount Manhattan College, Bloomfield College, Jacksonville University, Simmons College, the College of New Rochelle, St. Thomas Aquinas College and Fisk University respectively. Carla Harris is actively involved in her community and heartily believes that “we are blessed so that we can be a blessing to someone else.

     

    She is the immediate past Chair of the Board of the Morgan Stanley Foundation and sits on the boards of The Executive Leadership Council, The Toigo Foundation, Sponsors for Educational Opportunity (SEO), A Better Chance, Inc, and St. Vincent’s Hospitals, Xavier University, and is an active member of the St. Charles Gospelites of the St. Charles Borromeo Catholic Church and the Mark Howell Singers.  Ms. Harris is co-chair of the National Social Action Commission of Delta Sigma Theta Sorority, Incorporated and was a member of the Board of Overseers’ Committee on University Resources, Harvard University. She has been named to the New Jersey Hall of Fame (2015) and has received the Bert King Award from the Harvard Business School African American Alumni Association, the 2005 Women’s Professional Achievement Award from Harvard University, the Pierre Toussaint Medallion from the Office of Black Ministry of the Archdiocese of New York, the Women of Power Award given by the National Urban League, the Women of Influence Award from The Links, Incorporated and many other awards.  In her other life, Carla is a singer, and has released her third gospel CD “Unceasing Praise” (2011), her second CD, a gospel album titled, “Joy Is Waiting”, was featured on BET Nightly News while her first CD entitled, “Carla’s First Christmas”, was a bestseller on Amazon.com in New York and in record stores, and was featured on the CBS Evening News with Dan Rather in his “American Dream” segment.  She has performed 5 sold out concerts at Carnegie Hall. Carla is also the author of Strategize to Win (2014) and Expect to Win (2009) (Hudson Press).

  • COMBOG Meeting (Committee Members Only)

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

    Committee Meeting

  • DUS Chief Underwriters Lender-Only Meeting (By Invitation Only)

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

    Committee Meeting

  • StanCorp (By Invitation Only)

    Location: Marina Ballroom G,
    Third Floor,
    South Tower

    Correspondent Meeting

  • COMBOG Reception (By Invitation Only)

    Location: Marina Kitchen,
    Lobby Level,
    South Tower - The Porch

    Reception

Wednesday, February 14, 2018

  • Press Room (Credentialed Media Only)

    Location: Torrey Pines 3,
    Second Floor,
    North Tower

    Press Event

  • Registration

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

    Registration

  • Continental Breakfast

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

    Breakfast,

    Networking Opportunities

  • Closing General Session: Navigating your Commercial Real Estate Career

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


    Speaker(s)

    Sharon B. Karaffa, Managing Director, Berkeley Point Capital LLC

    Andrew D. Lurker, Director, Real Estate Underwriting, Pacific Life Insurance Company

    Matthew H. Hodson, Managing Director, M&T Realty Capital Corporation

    Christopher T. Kosonen, Managing Director, JP Morgan Chase

    General Session

    Read more Read less

    During this panel hear from veterans in the industry who have led successful careers in commercial real estate finance. Listen to their advice and suggestions as they share ways to get ahead, build your brand and steer you toward the right path for your career. The esteemed panelists represent a variety of
    backgrounds in the industry to help outline the differences and similarities between lenders, mortgage bankers, underwriters, etc.

    Speaker(s)

    Sharon B. Karaffa, Managing Director, Berkeley Point Capital LLC

    Sharon Karaffa is a Managing Director with Berkeley Point Capital. She is responsible for driving revenue throughout the Berkeley Point Platform, with a focus on affiliates including ARA, NKF Capital Markets and Cantor Fitzgerald. Previously, Sharon was the Director of Priority Borrower Relationships and Head of Structured Transactions for Fannie Mae Multifamily. In this capacity, she was responsible for managing
    borrower relationships, leading the structured transactions product and team, and setting the strategic direction for borrower relationships and the structured transactions products and business. Earlier in her career at Fannie Mae, Sharon led the Financial Planning & Analysis division, managed the acquisition
    of seasoned loan portfolios, and managed various lender relationships. Sharon received a B.S. in Finance from the Smeal College of Business Administration at the Pennsylvania State University.

    Andrew D. Lurker, Director, Real Estate Underwriting, Pacific Life Insurance Company

    Andrew currently serves as the Director of Real Estate Underwriting for Pacific Life Insurance Company. As a member of Pacific Life’s investment production team, he provides direction and support to the underwriting, analysis and structuring of real estate debt investments and oversight of the Company’s active construction loan portfolio. In addition, Andrew’s responsibilities include the hiring, training and development of investment analysts and coordinators. Andrew has over 10 years of commercial mortgage experience. Prior to joining Pacific Life, he was the Development Director for The Bergman Companies, where he managed real estate development and entitlement activities for multiple clients throughout southern California. 

    Matthew H. Hodson, Managing Director, M&T Realty Capital Corporation

    Matthew Hodson is a Managing Director for Commercial Real Estate & Multifamily Finance for M&T Realty Capital Corporation with a focus on the DC and Virginia markets. Matt is an up-and-coming CRE finance professional with involvement in more than $3B in transactions. He joined M&T in 2015, moving from NorthMarq Capital Finance. A lifelong resident of Arlington, Virginia, Matt currently serves as the Immediate Past President of The Kiwanis Club of Washington, D.C., a service organization focused on inner-city and at-risk youth.

    Christopher T. Kosonen, Managing Director, JP Morgan Chase

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