Apr
11

2nd Annual Spring Financing Commercial Real Estate Forum | NEW YORK

Join more than 200 commercial real estate finance leaders for a targeted half-day event, calling on the industry’s most dynamic players nationwide to share their insights on the state of lending, from the local to international markets.

Speakers

STEFANOS ARETHAS
Head of CRE Origination
Credit Suisse
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FAISAL ASHRAF
Founding & Managing Partner
Lotus Capital Partners
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MARCIA DIAZ
Managing Director, Head of Global Originations
PGIM Real Estate Finance
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TONY FINEMAN
Managing Director and Head of Eastern Region Originations
ACORE Capital
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ABBE FRANCHOT
Head of Originations, Commercial Real Estate Lending
Amherst Capital Management
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FRANCIS GREENBURGER
Chairman & CEO
Time Equities Inc.
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RALPH HERZKA
Chairman and CEO
Meridian Capital Group
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MICHAEL LAVIPOUR
Principal - Investments
Square Mile Capital Management LLC
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MICHAEL MATURO
President and Chief Financial Officer
RXR Realty
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TOBY MOSKOVITS
Founder and CEO
Heritage Equity Partners
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GREG REIMERS
Managing Director, Northeast Market Manager
J.P. Morgan, Real Estate Banking
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DENNIS SCHUH
Chief Originations Officer
Starwood Property Trust
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PAUL VANDERSLICE
Co-Head of U.S. CMBS
Citigroup
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ROBERT VERRONE
Managing Member
Iron Hound Management
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ALAN WIENER
Group Head
Wells Fargo Multifamily Capital
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MODERATOR: MARK EDELSTEIN
Partner and Global Real Estate Group Chair
Morrison & Foerster LLP
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MODERATOR: JAY NEVELOFF
Partner and Chair, Real Estate
Kramer Levin Naftalis & Frankel LLP
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MODERATOR: ERIC S. ORENSTEIN
Member
Rosenberg & Estis, P.C.
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MODERATOR: ANTHONY ORSO
President of Capital Markets Strategies
NKF Capital Markets
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Register

scheduleWednesday, April 11, 2018
place
Metropolitan Club
1 East 60th Street
New York, NY 10022
Map

2nd Annual Spring Financing Commercial Real Estate Forum | NEW YORK

Join more than 200 commercial real estate finance leaders for a targeted half-day event, calling on the industry’s most dynamic players nationwide to share their insights on the state of lending, from the local to international markets.

Register
Description

Join more than 200 commercial real estate finance leaders for a targeted half-day event, calling on the industry’s most dynamic players nationwide to share their insights on the state of lending, from the local to international markets.

Hear the industry’s most active players discuss trouble spots in the market; what transactions traditional and non-traditional lenders are financing and why; and the debate over a bank’s balance sheet loan vs. a CMBS execution vs. a life company’s financing. Additionally, hear directly from owners on what they look for in a capital source.

 

WHO ATTENDS

• Lenders/Investors • Debt Brokers • Rating Agencies • Title Insurance Companies • Mortgage Servicers • Owners/Operators • Law Firms • Accounting Firms • Other Professional Services Firms

Agenda
7:30 AM Networking Breakfast
8:25 AM Opening Remarks
8:30 AM Everything's Rosy...Or is it? Identifying Trouble Spots in the Market
9:15 AM Cash Overflow: A Look at Lender Appetites, Competition and Forecast
10:00 AM Networking Break
10:20 AM Battle Royale: CMBS Execution Vs. Balance Sheet Vs. Life Company Loans
11:05 AM The Sit Down: The Owner's Perspective
11:50 AM Closing Remarks

ACORE Capital

ACORE Capital is a leading, privately-held commercial real estate finance company exclusively focused on lending on transitional commercial real estate. With $9.1 billion of AUM in real estate credit strategies1, ACORE is one of the largest-scale and most active private debt lenders. ACORE specializes in providing borrowers with customized financing solutions for large, complex transactions, while providing attractive risk-reward opportunitiesadjusted returns for its investors.  A one-stop shop, ACORE lends through the entire capital stack on loans from $3030 million to $300+ million, and currently has $6.5 billion of AUM in real estate credit strategies1.  With offices in New York, Los Angeles, San Francisco, and Dallas, ACORE provides financing on most property types through its robust platform and 66 seasoned professionals, led by commercial real estate finance veterans Boyd Fellows, Warren de Haan, Chris Tokarski and Stew Ward.

www.acorecapital.com

1 “Assets under management” are comprised of a number of components, including certain subordinate debt investments and capital commitments related thereto, a whole loan facility commitment, and certain other whole loan investments and senior debt investments.  Certain assets under management are managed on a non-discretionary basis for an institutional investor, while others are managed on a discretionary basis for other institutional investors.  Figures include both funded and committed unfunded amounts, as of December 31, 2017.

 

Amherst Capital Management

Amherst Capital Management LLC is a real estate investment specialist with approximately $6.1 billion[1] of assets under management. Amherst Capital was established in 2014 as a majority-owned subsidiary of BNY Mellon, and is minority-owned by Amherst Holdings, LLC a financial services holding company with more than 10 years of history of utilizing its mortgage expertise to assist clients in navigating the real estate capital markets.  Amherst Holdings is not an affiliate of BNY Mellon. Texas Treasury Safekeeping Trust Company is a founding seed investor of Amherst Capital[2].  Amherst Capital offers traditional and alternative real estate investment strategies to private and institutional investors globally. Amherst Capital's investment strategies are grounded in deep intellectual capital and proprietary technology designed to help clients meet their portfolio needs. For more information, please visit www.amherstcapital.com

[1] As of September 30, 2017. This amount includes $4.4 billion assets pertaining to certain discretionary multi -sector fixed income clients of our affiliate Standish Mellon Asset Management Company, LLC (“Standish”), for which certain Amherst Capital employees provide advice acting as dual officers of Standish. In addition, discretionary portfolios with approximately $386 million are managed by certain of our employees in their capacity as dual officers of The Dreyfus Corporation.  AUM includes gross assets managed in the single-family equity and commercial real estate strategies, which includes $244 million and $28 million of leverage, respectively.

[2] Seed capital Investor. It is not known whether the listed client approves or disapproves of the adviser or the advisory services provided

J.P. Morgan

J.P. Morgan Chase’s Commercial Real Estate Banking businesses include Real Estate Banking, Commercial Term Lending, and Community Development Banking, which serve a diverse set of Commercial Real Estate (CRE) clients, from individual CRE owners and investors to large sophisticated corporate CRE clients.  We provide clients the financial resources they need for projects large and small through a hands-on, local-market approach, ensuring efficiency and certainty of execution in any cycle. We also connect CRE clients to the resources, expertise and comprehensive lineup of products and services from across the firm.

Kramer Levin Naftalis & Frankel LLP

Kramer Levin has one of the largest and most sophisticated real estate and land use practices in New York City. We’ve been involved in many of the city’s major development projects over the past 40 years. Whether developing, repositioning, buying, selling or financing a property; creating a condominium structure; or devising a tax-efficient strategy, clients rely on our real estate, land use and environmental lawyers to provide results-oriented counsel.

Meridian Capital Group

Founded in 1991, Meridian Capital Group is America’s most active deal maker and one of the nation’s leading commercial real estate finance and investment sales firms. In 2017, Meridian closed over 3,000 loans and sold nearly $1 billion in commercial properties. Since inception, the company has closed more than $300 billion in financing with the full complement of capital providers, encompassing local, regional and national banks, CMBS lenders, agency lenders, mortgage REITs, life insurance companies, credit unions and private equity funds. Meridian represents many of the world’s leading real estate investors and developers and the company’s expansive platform has specialized practices for a broad array of property types including office, retail, multifamily, hotel, mixed-use, industrial, healthcare, student housing and self-storage properties. Meridian is headquartered in New York City with offices in New Jersey, Maryland, Illinois, Ohio, Florida and California. www.meridiancapital.com

Morrison & Foerster LLP

With approximately 1,000 lawyers in 16 offices across the U.S., Asia, and Europe, Morrison & Foerster offers clients a comprehensive platform of global legal services, including extensive capabilities in the areas of real estate, real estate finance, REIT'S, corporate finance, mergers and acquisitions, tax, regulatory & compliance, litigation, and project finance, among many others. Morrison & Foerster’s Real Estate Group provides legal services for all aspects of real estate acquisition, investment, development, financing, ownership, leasing, and operation. In particular, we regularly assist our clients in debt and equity transactions covering virtually all real estate product types. In an era in which the real estate industry has become increasingly global and oriented towards capital markets, we are able to provide our clients with the most effective legal representation, notwithstanding the location, size, staffing needs, or time constraints of any transaction. To ensure effective geographic coverage for our clients, real estate lawyers are resident in most of the firm’s major offices. Additionally, the lawyers in our Real Estate Group work in cooperation with our colleagues in the firm’s financial transactions, tax, securities, corporate law, bankruptcy, litigation, and other practice areas to bring the full resources of the firm to bear in addressing the needs of our clients.

NKF Capital Markets

NKF Capital Markets, operated by Newmark Group, Inc., is one of the world's leading commercial real estate advisory firms. Together with London-based partner Knight Frank and independently-owned offices, our 15,000 professionals operate from more than 400 offices in established and emerging property markets on six continents. With roots dating back to 1929, our strong foundation makes us one of the most trusted names in commercial real estate. We provide access to a wide range of services, including asset sales, sale leasebacks, mortgage and entity-level financing, equity raising, underwriting and due diligence. The transactions we broker involve vacant land, new real estate developments and existing buildings. We specialize in arranging financing for most types of value-added commercial real estate, including land, condominium conversions, subdivisions, office, retail, industrial, multifamily, student housing, hotels, data center, healthcare, self-storage and special use. For further information, visit www.ngkf.com/capitalmarkets.

Rosenberg & Estis, P.C.

Rosenberg & Estis, P.C. is consistently top-ranked by The Real Deal Magazine among the New York City law firms with the Largest Real Estate Practice. While this is a great honor, R&E did not set out to be one of New York City's largest real estate law firms - just the best. With more than 80 attorneys R&E has distinguished itself by offering a diverse array of integrated services to potential clients. Founded in 1975, R&E is known for its tenacious representation in every aspect of commercial and residential real estate litigation, transactions, administrative law proceedings, and appeals. R&E attorneys offer expertise in all aspects of real estate law with extensive experience in all types of settings. This expertise rewards clients with agile lawyers and continuity of representation no matter what issue they face - vital in one of the most expensive and competitive markets in the country.

Square Mile Capital Management LLC

Founded in 2006, Square Mile has an extensive history investing capital across multiple fund and coinvestment vehicles. Our platform invests in the debt and equity of stabilized, value add and development real estate opportunities in select markets. Our investment programs include first mortgages, mezzanine loans, preferred equity and joint venture equity. Square Mile’s culture emphasizes integrated teamwork across all of our activities. Our large U.S. footprint, enhanced by Square Mile’s strategic partnership with USAA Real Estate Company, enables us to leverage proprietary market insights through a unified sourcing and investment philosophy that positions our platform to capitalize upon opportunities throughout all phases of the commercial real estate cycle. As a sponsor with significant coinvestment in our investment programs, we are fully aligned with our investors and partners.

Starwood Property Trust

Starwood Property Trust (NYSE: STWD), an affiliate of global private investment firm Starwood Capital Group, is the largest commercial mortgage real estate investment trust in the United States. The Company's core business focuses on originating, acquiring, financing and managing commercial mortgage loans and other commercial real estate debt and equity investments. Through its subsidiary LNR Property, LLC, Starwood Property Trust also operates as the largest commercial mortgage special servicer in the United States. With total capital deployed since inception of over $37 billion, Starwood Property Trust continues to solidify its position as one of the premier real estate finance companies in the country.

Wells Fargo

Wells Fargo has one of the most comprehensive commercial real estate banking, capital markets, and advisory platforms in the nation and abroad.  Our specialized lending groups are focused on finding the right financing for your projects. Wells Fargo Multifamily Capital specializes in providing financing for multifamily properties using the programs of Fannie Mae, Freddie Mac, and the FHA. Our veteran originators are experienced with the various loan programs offered, and as one of the top multifamily loan servicers, we remain committed to providing superior customer service before, during, and after loan closing. We also offer balance sheet financing options, which increases our lending flexibility to better meet our multifamily-focused customer needs.

 

Visit www.wellsfargo.com/realestate