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California Lodging Investment Conference 2017

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California Lodging Investment Conference 2017

Thursday, March 9, 2017 -
9:30am to 6:30pm

Overview


GET 20% OFF REGISTRATION!
USE DISCOUNT CODE: KOSS20

CLIC is the only Lodging Industry event dedicated to the California Hotel Market and specializing in transactions up to forty million dollars. CLIC is made up of the industry’s best from Owners to 3rd Party Professionals. This one day event will be filled with great information and contacts that can help you and your team succeed in today’s hotel market.  No reason to decide between two or more panels being held at the same time. Our panels are all General Sessions meaning you are there, you will see them all.  Lenders that are closing transactions Community Banks, Mezz, Equity, Life, Hard Money, Crowd Funding and more. Meet the Speakers/Sponsors at an exclusive dinner the night before. This is a Special VIP dinner has and is a limited seating event. Limited Sponsorship opportunities. This conference is about our industry and is to promote Hospitality Investments and Lending. We will be making a charitable donation to the Green Beret Foundation from a portion of our attendance fee as a way to give back to a community that has given so much for all of us. Every year will be making a donation to a different branch of the military and then USO Center at John Wayne Airport.

Key Topics for CLIC 2017

  • Investing in the CA Hotel Market
  • Lending Conventional and Alternative, Opportunities and Challenges
  • Market Overview, Trends and Forecasts

For more information: California Lodging Investment Conference

Speakers

Sponsors

Agenda


GET 20% OFF REGISTRATION!
USE DISCOUNT CODE: KOSS20

Thursday,  March  9th, 2017

9:30 AM – 10:00 AM

Registration – Check in for CLIC – Hilton Irvine/OCA.


10:00 AM – 10:15 AM

Opening Remarks – Craig Sullivan, Conference Chair


10:15 AM – 11:00 AM

Keynote Larry Broughton, Founder & President Broughton Hotels.


11:05 AM – 11:50 AM

Hotel Investment Panel (Ownership, Debt & Equity).


12:00 PM – 1:30 PM

Lunch Keynote Alan Reay Founder & President Atlas Hospitality Group.


1:30 – 2:15 PM

Conventional Hospitality Lending Panel


2:20 PM – 3:05 PM

Alternative Hospitality Lending Panel


3:05 PM – 3:20 PM

Networking Break


3:20 PM – 3:30 PM

HOTEL BRAND SPOTLIGHT


3:30 PM – 4:15 PM

Overview of the CA Hotel Market.


4:15 PM – 6:30 PM

Closing Remarks followed by Networking Mixer – No Host Bar.


 

Larry Broughton Founder & President Broughton Hotels
Larry has combined all of his life experience, as well as a not-so-shabby academic romp through the halls of such esteemed institutions as the University of California and Stanford to create a unique brand of leadership and team-building talents, leading to one of the industry’s most upbeat, respected and enduring hotel companies. Others have agreed, possibly fearing a karate chop, and bestowed Larry with industry and national awards such as Ernst & Young’s Entrepreneur of the Year and NaVOBA’s Vetrepreneur of the Year. View Profile
Alan X. Reay President Atlas Hospitality Group
In seeking a way to better serve his clients, Alan X. Reay, president of Atlas Hospitality Group, has raised the bar of excellence in hospitality property brokerage. After several decades of experience in the hotel industry and in investment real estate brokerage, Reay put together a plan, a team, and established his own company. View Profile
Craig Sullivan Senior Vice President Parkwest General Contractors
Sullivan joined Parkwest in 2013, transitioning from a very successful career spanning 40 years in the commercial real estate industry, having closed over $23 Billion in hospitality transactions over the past 24 years. As Sr. Vice President of Business Development, Craig leverages his multitude of long standing hotel industry relationships to head up the development and growth of the company. In his previous position as Vice President Twenty Four Seven Hotels and prior with a National Hospitality Group, which he pioneered at North American Title Company, Craig directed the marketing of their real estate transaction products and services exclusively to the Lodging industry nationwide. Craig, Co-Chairs the Income Property Lending Conferences/Commercial Real Estate & Lending Conference in California, with two conferences annually in Los Angeles and San Francisco. Craig's tremendous success in building client trust and loyalty is a direct result of his "client first" philosophy. He is very well known and respected in the hotel industry, and brings a tireless enthusiasm to his role. Craig thoroughly embodies Parkwest's commitment to the highest standard of integrity, transparency and responsiveness. View Profile
Tim Edgar Principal Hotel Innvestor
Tim L. Edgar is the Founder and President of Hotel Innvestor, the first web-based, hotel specific investment banking platform in the country. Through this platform, Hotel Innvestor raises debt and equity capital for high quality hotel projects nationwide and originates solid risk-adjusted returns for Accredited Investors. View Profile
Bob Rauch Founder & Principal RAR Hospitality Owner/ 3rd Party Mgmt
Bob serves as President of R. A. Rauch & Associates, Inc. He is an internationally recognized hotelier with over 35 years of hospitality-related management experience. Recognized by his "hotel guru," moniker, Bob shares insights and industry trends at www.hotelguru.com. He has held nearly every position in the hotel business including General Manager of full-service four Diamond hotels for Hilton and Embassy Suites. His education includes a bachelos degree in Hotel Administration from Western International University and a mastes degree in Tourism Administration from Arizona State University. He is a Certified Hotel Administrator and has served as chairman of numerous tourism organizations nationally and locally (San Diego) and is editorial advisor and board member for CCR-Magazine and Destination Elite. View Profile
Stephen Medel VP Pacifica Hotels
Stephen is the Vice President of Pacifica Hotels. View Profile
Rob Plomgren Principal New Equity Fund
Mr. Robert L. Plomgren, also known as Rob, is a Managing Partner of Cost Segregation Services Inc. of California. Mr. Plomgren serves as Chief Operating Officer of Health Engineering Group, LLC and focuses his efforts on operational and financial issues as a founding principal of Health Engineering Group. Mr. Plomgre has been in the financial services arena since 1982. He served as Chief Financial Officer of Medical Marijuana, Inc., since September 2011 and serves as its Treasurer and Secretary. Mr. Plomgren served as Managing Director of Galen Capital Corp., LLC. (formerly, Galen Capital Group LLC) from 2002 to 2004. Most recently, he served as a Managing Director of IMG Capital Markets, LLC and was responsible for business development within the United States. Mr. Plomgren served as a Managing Director of Venture Banking with ColumbusNewport from 1998 to 2001. His primary role was co-managing the origination, structure and placement of ColumbusNewport's equity transactions. Prior to joining ColumbusNewport, Mr. Plomgren operated as an interim executive specializing in strategic planning and operational management for closely held companies. He served as acting President of a consumer products company, where he developed new domestic and international distribution channels, re-oriented product lines and prepared consumer products company for its eventual acquisition. Previously, Mr. Plomgren spent 16 years in the investment and securities industry where he developed an expertise in the formation, administration and marketing of private placements and public offerings for middle market companies. As a partner in the financial advisory firm of Stout, Plomgren and Waner, located in Southern California, Mr. Plomgren designed and implemented investment management, tax, retirement and estate planning strategies for corporate executives and high net worth individuals. Mr. Plomgren has held the Certified Financial Planner and Registered Investment Advisor designations as well as Series 24, 7, 63 and 65 Securities Licenses. Mr. Plomgren received received his BA and MS from the University of Redlands, located in Southern California, where he is a Member of the Athletic Hall of Fame. View Profile
Robert Lo Executive VP East West Bank
Rober Lo is the Executive VP at East West Bank. View Profile
Mike Lovata Principal KDM Capital
Mike Lovata is the Principal at KDM Capital. View Profile
Brent Lister SVP Walker & Dunlop
Brent Lister brings 30 years of experience to Walker & Dunlop as their senior vice president, capital markets. Mr. Lister joined the company in November 2014 focused on financing income-producing properties including office, apartments, hotels, industrial and retail. Throughout his career, he has successfully funded over $3.5 billion in commercial and multi-family loans, joint-ventures, and equity transactions. View Profile
Alice Gao SVP Industrial & Commercial Bank of China
Alice Gao is the SVP at ICBC. View Profile
Chuck Hershson Owner Fidelity Management
Charles "Chuck" Hershson, president of Fidelity Mortgage Lenders, Inc., founded the company in 1971 after graduating from the University of Southern California (B.S. Real Estate and Finance) and working for several years as a licensed real estate broker. View Profile
Dixit Patel Principal Long Sight Financial
Dixit Patel is the Principal at Longsight Financial. View Profile
Nathan Whigham Senior Director of Business Development CleanFund Commercial PACE Capital, Inc
Nathan is responsible for business development in Southern California, focusing on the commercial real estate markets. Over his career hs gained experience in sales and business development in the real estate, renewable energy and energy efficiency industries. Most recently Nathan was Director of Business Development at Nebo Capital, a commercial real estate mortgage brokerage firm, where he placed over $200M of debt and equity for real estate developers and property owners in highly structured transactions across all product types. Prior to Nebo he was a Senior Project Developer for Borrego Solar where he developed over $30M of solar projects in CA, NJ and Canada including a 3.5MW project with the Air Force. Nathan began his career as a Sales Engineer at Trane, a commercial HVAC equipment manufacturer and energy services company. He holds an MBA from Marshall at USC and a BS in Systems Engineering from the University of Arizona. View Profile
Anthony Goldstein Director Franchise Development Red Roof
Anthony Goldstein is the Director Franchise Development at Red Roof. View Profile
Sean Tan Director of Development Best Western
Sean Tan is the Director of Development at Best Western. View Profile
Chris Leiser Development Director Wyndham
Chris Leiser is the Development Director at Wyndham. View Profile
Steve Senft Principal CRU RE Group
Steven Senft is Principal of CRU Real Estate Group, a full-service real estate related companies with an emphasis on Commercial Brokerage, Property Management and Investments. Mr. Senft has over 16 years experience in hotel ownership, management and operations, retail ownership, sourcing equity, financing, acquisition and disposition of hotel real estate transactions and advisory work valued at over $2 billion. View Profile
Mark LeBlanc Executive VP Interstate Hotels
Mark LeBlanc is executive vice president of development for Interstate Hotels & Resort Rim Hospitality Division. Originally from Wisconsin, Mark is a senior development executive with over four decades of experience in all facets of hospitality financing, acquisitions and operations. View Profile
David Eliyahu
Urban Group Inc.
Beverly Hills, CA
Kate Pittman
Core States Group
Newport Beach, CA
Rob Plomgren
Cost Segregation Initiatives
Solana Beach, CA
Nathan Whigham
CleanFund
Sausalito, CA
Gene Pak, CCIM
Bank of Hope
Los Angeles, CA
Chris Leiser
Wyndham Hotel Group
Castle Pines , CO, NJ
Andrew Westling
Walker & Dunlop
Los Angeles, CA
Dan Norville
Norcap LLC, Real Estate Investment and Development
Manhattan Beach, CA
Andrea Depew
Hager Design International Inc.
Tempe, AZ
Joy Berry
Luxe Hotels
Los Angeles, CA
Nan Richardson
CBX
New York, NY
Vivian Chen
New Stone Development, Inc.
Hermosa Beach, CA
Steven Sneft
CRU Real Estate Group
Costa Mesa, CA
Ric Marko
Affinity Hospitality
Anchorage, AK
Dixit Patel
Longsight Financial
Los Angeles, CA
William Capps
Jeffer Mangels Butler & Mitchell LLP
Los Angeles, CA
Victor Ulrich
AJ Gallagher & Co
Irvine, CA
Don Li
Newport Beach, CA
AC Atherton
Core States Group
Raad Ghantous
Raad Ghantous & Associates
Dana Point, CA
Michael Lovata
KDM Capital
Scottsdale, AZ
Tom Bergerson
Architects Orange
Orange, CA
Karina Garcia
Interstate Hotels & Resorts- Rim Hospitality Division
Modesto, CA
Lena Badali
Badali Design
Long Beach, CA
Padmesh Patel
Tarsadia Hotels
Newport Beach, CA
Paula Wang
Ticor Title
Glendale, CA
Shirley Doo
BDH Investment Group, Inc.
William H. Reynolds
The Marcus Corporation
Milwaukee, WI
Nicole Fox
Jade Group, Inc.
Duluth, GA
Henry Cheng
ICBC (USA) NA
Nilesh Patel
NP Investments
Tustin, CA
Philip Alongi
The Prime Group, Inc.
San Clemente, CA
Douglas Ayres
Ayres Hotels
Costa Mesa, CA
Minchul Lee
L.A. Koreana, Inc.
Long Beach, CA

Sponsor

Official Directory Partner

Organizer / Producer

Hilton Irvine/Orange County Airport Hotel
18800 MacArthur Bl
Irvine, CA 92612
United States
Lone Oak Fund - California's Bridge Lender

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