CRE2019 - The Changing Face of CRE: What Disrupting Forces Should You Expect?

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CRE2019 - The Changing Face of CRE: What Disrupting Forces Should You Expect?

Tuesday, January 8, 2019 - 8:00am to 6:30pm

Overview

Join SPIRE Chairman Emeritus and Stanford Real Estate Hall of Fame Inductee Samuel K. Freshman for a day to learn about disrupting forces in the world of commercial real estate.

What to Expect in the Coming Year

Prepare Now for the Next Inevitable CRE Recession • We are Due for an Economic Turn Down.   When Will it Happen?  (Don’t Ask) • How A.I. Will Play an Increasing Role in CRE • What Skills Are Necessary in Today’s Market and About Educational Opportunities to Keep Learning?  • Finding the Next Reno – What to Buy and Where are the Under the Radar Markets • Continuing Inflation and its Effect on Real Estate Returns • HUD – Attractive Multi-Family Financing Option • The Trend Toward Equity vs Debt and Why • Bitcoin and CRE – What Will it Disrupt? • Opportunity Zones, Affordable Housing, and Other Government Created Opportunities for High Returns • Updates on Casualty and Liability Insurance That Will Save You Money? • Syndication and Trust – What States are Best for Tax Protection and Privacy • Fix and Flip vs Buy and Hold • Raising Equity vs Debt.  Is There a Good Time to Switch from Debt to Equity? • MHP, Nursing Homes, RV Parks, Government Programs and How to Survive Current Low Cap Rates • California CRE Icons Panel – How They Made It and Their Outlook for the Coming Year • Superior Networking as Usual!

For more information: The Changing Face of CRE: What Disrupting Forces Should You Expect?

Speakers

Organizer / Producer

Sponsors

Agenda

January 8, 2019

07:30a – 08:30a

Registration / Coffee / Networking

08:30a – 08:45a

Welcome Sam Freshman and Mark Wittcoff – Standard Management

08:45 – 08:50a

CRE and City Hall Elizabeth Tulasi – Los Angeles Business Federation (BizFed)

08:55a – 10:00a

Executive Education: Keep Learning! East Meets West: Harvard & Stanford Opine on CRE and Where It’s Going Sam Freshman moderator: Jeff Birdwell – Sares Regis Group of Northern California David Kleiman – D2 Realty Services Dean Huntington Lambert – Harvard University Dr. Peter Marber – Aperture Investors LLC Teo Nicolais – Nicolais, LLC

10:05a – 10:15a

Can Banking Cultures be Healed? Restoring Faith in Our Banking Institutions Mike Selfridge – First Republic Bank

10:15a – 10:30a

Networking

10:35a – 11:35a

Top Bankers & Their Crystal Ball: What We See Coming Moderators: Sam Freshman, Standard Management and George Koo, Clearmark Partners David Farnsworth – Citizens Bank Steven Mattus – Deutsche Bank First Choice Bank – First Republic Bank – Keith Webster Goldman Sachs – Nano Banc – Northern Trust – U.S. Trust – Wells Fargo – Marc Doss

11:40a – 12:00p

Security Tokens and CRE Aubrey Chernick – Security Token Academy

12:05p – 01:30p

Lunch & Keynote Presentation Huntington D. Lambert – Dean, Division of Continuing Education and University Extension Harvard University

01:30p – 01:45p

Networking

01:45p – 02:30p

Predictions from the ICONS (they have seen & done it all!) Moderator: Sam Freshman, Standard Management Fred Hameetman – The American Group Michael Koss – Koss Real Estate Investments Alan Levy – Tishman International Companies Brian Shirken – Columbus Pacific Scott Wallace – Wallace Theaters Management Corporation

02:35p – 03:00p

Rising Interest Rates Killing Your Bottom Line? Look At HUD Scott Thurman – Greystone

03:05p – 03:30p

Changing Drivers of Commercial Real Estate Demand **Multi-Family is King – But Where are the Deals? Moderator: William Schumann, Standard Management Gary Banner – TRU Development Teo Nicolais – Nicolais, LLC George Raitu – National Association of REALTORS®

03:30p – 03:45p Networking

03:45p – 04:20p

A.I. & CRE Moderator: Samson Lov, RealConnex Bryan Copley – CityBldr Alexander Radosevic – Canon Business Properties

04:25p – 05:10p

Opportunity Zones, Donor Advised Funds, Risk Management for CRE Investors Moderator: Linda Koffman, Gipson Hoffman & Pancione Greg Econn – Venbrook Ann Olson – LGSH, LLP Jacqueline Valouch – Deutsche Bank Wealth Management

05:15p – 05:25p

Emerging Markets Dr. Peter Marber – Aperture Investors LLC

05:25p – 05:30p

Thank You & Wrap Up Sam Freshman and Mark Wittcoff – Standard Management

05:30p – 06:30p

Meet the Speakers Reception (no host)

Sam FreshmanBoard Chairman Board Chairman Standard Management Company
Mr. Freshman founded Standard in 1961 and has been responsible for the acquisition, development and management of approximately $500 million of real property in 11 states and more than 25 cities. Earlier in his career, Mr. Freshman founded and was the managing partner of the law firm of Freshman, Marantz, Orlanski, Cooper & Klein, which merged with K&L Gates. Mr. Freshman is an expert on real estate investment and syndication and has served as Adjunct Professor of Real Estate at the USC Marshall School of Business, as well as an expert witness in over fifty cases. He has also been the author of numerous articles on real estate matters. Mr. Freshman received a Bachelor of Arts in pre-legal curriculum and his law degree from Stanford University. View Profile
Alan D. Levy Chairman and Chief Executive Officer Tishman International Companies
Huntington D. Lambert Dean, Division of Continuing Education and University Extension Harvard University
Aubrey Chernick Founder Security Token Academy
Aubrey Chernick is the founder of the Security Token Academy and has been a serial entrepreneur in the technology industry.
Mark Wittcoff Managing Director, Investor Relations Standard Management Company
Mark Wittcoff is the Managing Director of Investor Relations at the Standard Management Company. View Profile
Bryan Copley CEO/Co-Founder CityBldr
Real estate entrepreneur. Passionate about building real solutions to difficult problems with talented, conscientious teammates. View Profile
Robert Levin Crypto Hedge Fund Manager Focused on Security Tokens
Dr. Peter Marber Aperture Investors LLC
Since 1987, Peter Marber has professionally invested billions of dollars for many of the world's largest corporations and financial groups. View Profile
Scott Thurman Senior Managing Director/Chief Underwriter Greystone
Scott Thurman is the Senior Managing Director and Chief Underwriter at Greystone. View Profile
Scott C. Wallace Chairman and Chief Executive Officer Wallace Theaters Management Corporation
Michael Koss Founder Koss Real Estate Investments
Michael Koss established Koss Real Estate Investments in 1971, specializing in the development and acquisition of commercial property. His portfolio encompasses shopping center investments in six states, including the world-renowned Malibu Country Mart, an upscale retail village located in the heart of Malibu, CA. View Profile
Teo Philippe Nicolais President Nicolais, LLC
Alexander Radosevic Founder and President Canon Business Properties
Alexander Radosevic is the Founder and President of Canon Business Properties. View Profile
George Ratiu Director of Quantitative & Commercial Research National Association of REALTORS
George Ratiu is Director of Quantitative & Commercial Research with the National Association of REALTORS in Washington, D.C. He manages a research portfolio focused on macroeconomic trends, commercial real estate, and global investments. He discusses real estate research in major media outlets and provides economic and industry insights in publications and keynote presentations across the U.S. He produces NAR's Commercial Real Estate Outlook-a quarterly forecast of core property sector fundamentals. He also directs national projects focused on regional market performance and financing-CCIM's Quarterly Market Trends, SIOR's Market Index, and the REALTORS Commercial Market Survey.
Brian A. Shirken Co-Founder and Principal Columbus Pacific
Mr. Shirken has over twenty years of real estate, finance and investment experience and deep-rooted relationships with developers, investors and financial institutions. He has led the acquisition of properties with total value in excess of $300 million and has directed the acquisition of mezzanine loans and preferred equity positions totaling more than $200 million. He has also restructured over $120 million of debt. View Profile
Fred Hameetman Chairman The American Group
Fred Hameetman is the Chairman of The American Group. View Profile
Gregory W. Econn Co-President & Managing Director Venbrook Insurance Services
Greg Econn is Co-President & Managing Director at Venbrook Insurance Services. He is a recognized leader in the real estate and construction insurance worlds and specializes in providing highly innovative products and services to property owners, developers and contractors. Greg began his career as an insurance broker in the 1970s while completing his Bachelor of Arts degree in Economics at the University of Southern California. He continued his post-graduate studies at Lloyd’s of London under the direction of Cambridge University. View Profile
Marc Doss Regional Chief Investment Officer Wells Fargo Private Bank
Jacqueline Valouch Director, Head of Philanthropy Deutsche Bank Wealth Management
Gary Banner Sr. Market Analyst TRU Development
Gary Banner is the Senior Market Analyst at TRU Development. View Profile
Steven Mattus Managing Director, Head, Global Products & Solutions-Americas Deutsche Bank Wealth Management
Linda Koffman Gipson Hoffman & Pancione
Linda S. Koffman concentrates her practice in real estate leasing, acquisitions, dispositions, secured financing and the restructuring, workout and foreclosure of troubled real estate projects. View Profile
Samson Lov President RealConnex
Samson joined RealConnex.com as President in August 2018 as part of the company's successful acquisition of Koss REsource, a leading online commercial real estate resource. Samson leads the primary business units of Lending, Events, and Data Partnerships. Prior to joining RealConnex, Samson co-founded Koss REsource with Michael Koss. In his duties as CTO and COO, Samson architected Koss REsource's software, and continues to be responsible for the long-term planning as well as the day to day operation of the company. As of 2018, Koss REsource tracks over $100 Billion of available CRE debt, provides information on more than 4,500 professional real estate networking events, processes and places more than $5 billion worth of commercial loan requests annually, and is one of the commercial real estate industry’s most trusted online resource for financing and networking opportunities. Samson has lectured at executive real estate education programs, and he speaks regularly at industry events about how the commercial real estate finance community is using technology to beat their competitors, win more deals, and stay competitive in today's digital paradigm. In his free time, Samson loves cycling, skiing, and building furniture and electronic projects in his workshop. Samson lives in Los Angeles with his partner of 15 years and their two daughters. View Profile
Ann Olson CPA, Partner LGSH, LLP
Ann Olson, CPA and partner, decided on an accounting career early in her college years. Ann has always been passionate about helping her friends and clients work through financial matters, so accounting has been the perfect career choice. View Profile
David Farnsworth EVP, Chief Credit Officer Citizens Business Bank
David Farnsworth is the Executive Vice President and Chief Credit Officer for Citizens Business Bank. He started his banking career over 30 years ago and has been employed in credit management and line positions since 1984. Mr. Farnsworth began his employment with Key Bank and over a sixteen-year period, progressed to Senior Vice President and Regional Credit Risk Manager. Thereafter, he held senior credit management positions with US Bank and AmSouth Bank. Most recently he was Executive Vice President, Global Risk Management and National CRE Risk Executive at BBVA Compass in Denver, Colorado. View Profile
Elizabeth Tulasi Chief Operating Officer LA County Business Federation
Elizabeth Tulasi is the COO of LA County Business Federation. View Profile
Keith Webster Managing Director & Wealth Manager First Republic Investment Management
Keith Webster is a Managing Director and Wealth Manager at First Republic Investment Management. View Profile
David Kleiman President & Co-Founder D2 Realty Services
David Kleiman is a real estate developer and educator based in Palo Alto, California. He is the President and Co-Founder of D2 Realty Services, Inc., a national real estate development firm engaged in commercial development in California and Illinois. View Profile
Jeff Birdwell President, Commercial Development Division Sares Regis Group of Northern California
Mr. Birdwell joined Sares Regis Group in 1994 and manages the Northern California Commercial Division, overseeing Office, R&D, Industrial, and Retail developments. Prior to moving to Northern California, Jeff was employed with our affiliate Sares Regis Group in Irvine, California for seven years, responsible for development activity in the Los Angeles/Ventura County Regional office. View Profile
Darell Krasnoff Founding Member Bel Air Investment Advisors LLC
Darell is a founding member of Bel Air Investment Advisors LLC. Prior to starting Bel Air, Darell was a Managing Director of Goldman, Sachs & Co., overseeing Private Client Services for the Los Angeles office, where he started his investment career in 1981 and is regularly sourced for expert commentary on publications such as The Wall Street Journal, Bloomberg Businessweek, CNBC, FOX Business, and The Associated Press. View Profile
Andrew Palmer Senior Managing Director Bel Air Investment Advisors LLC
Andrew joined Bel Air Investment Advisors LLC in 2001. As a senior managing director, Andrew has oversight of one of the five advisory teams and provides investment advice to individuals, families, and foundations. Andrew serves on both the Bel Air’s Board of Directors and the Management Committee. View Profile
George Koo CEO/Chief Investment Officer Clearmark Partners
George founded Clearmark Partners, a SEC Registered Investment Adviser, in 2009 to take advantage of the investment opportunities arising from the Great Financial Crisis. Prior to founding Clearmark, George spent four years as the CFO, Director of Investment Banking, and Head of Research at Dahlman Rose (Cowen) where he was integrally involved in the company’s start-up. Before joining Dahlman, he spent two years as the CEO of a technology service company, which was a bank foreclosure and successful turnaround situation. Prior to that, he spent seven years at Burnham Securities (Drexel, Burnham & Lambert) and Oppenheimer in various roles including investment banker, co-portfolio manager of an equities portfolio, and research analyst covering special situations. George started his investments career in 1985 with Chase Manhattan (JP Morgan Chase). During his seven year tenure, he rose to portfolio manager overseeing a $3 billion portfolio in mortgage-backed securities that achieved consistent returns of over 10% per year. View Profile
Anthony D. Scotti Director, Private Banker Deutsche Bank Wealth Management
Cheryl Paller Managing Director U.S. Trust
Vera Liebenthal Business Banker First Republic Bank
Commercial loan portfolio and relationship manager; structuring, underwriting and monitoring of credit facilities; Advanced quantitative, analytical and market research skills; Comprehensive financial data and business structure analysis; Extensive project management; marketing and investor relations View Profile
William Schumann Acquisitions Analyst Standard Management
Daniel Limon
Citizens Business Bank
Pasadena, CA
Heidi Nietert
PremiumEvents
Hermosa Beach, CA
Ben Drillings
Reseda, CA
Tina Phan
Plus Development
Los Angeles, CA
Cheryl Paller
U.S. Trust
Los Angeles, CA
Jacqueline Valouch
Deutsche Bank Wealth Management
Alexander Radosevic
Canon Business Properties, Inc.
Beverly Hills, CA
William Schumann
Standard Management
Los Angeles, CA
Scott Wallace
Wallace Theaters Management Corporation
Gary L. Hammond
Cigary Investment Group LLC
Ypsilanti, MI
Gary Banner
TRU Development
Christopher Carlin
Plus Development
Los Angeles, CA
Scott Thurman
Greystone & Co
Keith Webster
First Republic Investment Management
Los Angeles, CA
Elizabeth Tulasi
LA County Business Federation
Los Angeles, CA
Neil O'Connor Cox
Plus Development
Los Angeles, CA
Anthony D. Scotti
Deutsche Bank Wealth Management
Los Angeles, CA
Steven Mattus
Deutsche Bank Wealth Management
Noah Skinner
Crown Venture Group
San Francisco, CA
Peter Marber
Aperture Investors LLC
New York, NY
Tyrone McKillen
Plus Development
Los Angeles, CA
Andrew Palmer
Bel Air Investment Advisors
Los Angeles, CA
Darell Krasnoff
Bel Air Investment Advisors LLC
Los Angeles, CA
Marc Doss
Wells Fargo Private Bank
Andrew Hurley
Plus Development
Los Angeles, CA
David Farnsworth
Citizens Business Bank
Ontario, CA

Sponsor

Partner

Organizer / Producer

Waldorf Astoria Beverly Hills
9850 Wilshire Blvd
Beverly Hills, CA 90210
United States