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Please join some of the leading figures in Dallas and Southwest real estate for a real time look at the equity and debt markets. Will credit loosen in the second half of 2010? When will construction financing return? What lies ahead for the CMBS market? When will equity waiting on the sidelines be deployed and into what asset classes? An important discussion at a critical time for the region's economy.
Thursday, July 29, 2010
Westin City Center Dallas
650 North Pearl Street
Dallas, Texas 75201
Agenda
| 7:30 AM – 8:30 AM |
Breakfast & Schmooze |
| 8:30 AM – 8:50 AM |
Keynote with Anthony Orso |
| 8:50 AM – 9:35 AM |
Debt Panel with Roddy, Vic, John |
| 9:35 AM – 10:10 AM |
Equity Panel with Todd, Jack, Stephannie, David |
| 10:10 AM – 10:40 AM |
Post-Game Schmooze |
SOLD OUT |
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Space is limited
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Anthony Orso
CEO & Executive Managing Director, Cantor Commercial Real Estate
Cantor Fitzgerald & Co.
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| Anthony recently came to Cantor from Credit Suisse Real Estate Direct Group where he was a Managing Director responsible for $100 billion in North American real estate loan origination and $30 billion of high yield real estate debt and equity distribution. There, he also oversaw the expansion of the business in the US, Mexico, Latin America, the Caribbean, & the Middle East. At Cantor, he is establishing the real estate investment banking operation, the real estate lending and securitization group, and a real estate venture capital business. He has also held senior-level real estate positions at APC Realty Advisors, Chemical Bank, Boston Properties, & Merrill Lynch. |
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Todd Platt
CEO
Hillwood Investments
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| Hillwood Investments has purchased & developed 33M SF of industrial & office property. The firm also controls land around the US for the development of 69M SF of industrial/office buildings, making Hillwood the second largest controller of industrial land positions in the US. Todd has been involved in sale/lease & development transactions totaling approximately $8 billion. |
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Roddy O’Neal
Co-CEO
Goldman Sachs Commercial Mortgage Capital
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| Co-CEO since 2000, Roddy shares responsibility for enterprise management of GSCMC and is responsible for growing national loan origination production & managing all mortgage banking relationships. Previously, he was a Regional Production Manager for Merrill Lynch’s conduit program, where he originated and closed in excess of $1 billion in real estate loans. Roddy has over 20 years experience in real estate and mortgage capital recovery and has overseen management of loans and real estate worth in excess of tens of billions of dollars. |
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Vic Clark
Senior Vice President / Central Region Manager
Walker & Dunlop
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| One of the largest multifamily lenders in the US, Walker & Dunlop lent over $2.8 billion in 2008 and currently services over $12 billion in mortgages, as well as asset managing more than 1,400 properties. The firm is a Fannie Mae DUS, Freddie Mac, and Map- and Lean-approved FHA lender. Vic oversees the company’s Central Region’s activities and has over 19 years of experience in real estate financial services. Prior to joining Walker & Dunlop, Vic was the managing director/co-head of national production at Credit Suisse/Column Financial. |
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David W. Gleeson
Executive Vice President - Portfolio Management
L&B Realty Advisors
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| L&B has $3.5 billion under management. David is involved in the acquisition and development of both multifamily and retail assets nationwide, which comprise 56% of L&B’s gross assets. He also allocates time to potential opportunistic investments. He joined L&B in 1995 when they acquired his firm, Gleeson Realty Advisors. Prior to forming his company, he served as President of Lowe Enterprises Texas. Before Lowe Enterprises, he served as partner at Lincoln Property Company, in charge of apartment acquisitions in the eastern U.S., and President of Lincoln Asset Management Company. |
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Stephannie Mower
Executive Director – Texas Capital Markets Group
Cushman & Wakefield
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| Stephannie leads a team of top investment sales brokers, along with a senior team that performs financial analysis, strategic planning and marketing. Her team represents Office, Retail, Industrial and Multifamily property sellers. On July 8th, she led her team repping the seller of a 1M SF REO Charlestowne Mall in St. Charles, Il. Prior to joining C&W, Stephannie was EVP and Managing Director of PM Realty Group’s national investment services team. There, she piloted the company’s initiative dedicated to the sale of commercial real estate assets for third-party clients. |
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Jack Fraker
Vice Chairman - Dallas
CBRE
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| Jack has over 25 years of real estate experience, specializing in the sale of investment properties for institutional clients, as well as tenant representation (office and industrial) for corporate clients. He has leased or sold 500M SF and 6,600 acres of development sites in 60 U.S. cities, and in Mexico and South America He has consistently been a top national producer in investment sales, representing some of the country’s largest corporations, pension fund advisors and REITs. |
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John Reichenbach
Manager, Texas Real Estate
Compass Bank
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| John is a 25-year Dallas real estate banker. He began his career with MBank in 1984 and has spent the last 15 years at BBVA Compass Bank where he currently manages the Texas Real Estate Group. |
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MODERATORS |
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Jim Neil
CEO, Principal
Churchill Capital Company
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| Since Jim formed Churchill in 1995, Churchill has closed $8 billion in financing transactions. Jim is responsible for expanding Churchill's investor relationships and exploring strategic ways for the company to grow. Previously, as Managing Director at Wallenstein/Grubb & Ellis, he was responsible for keeping abreast of the institutional market nationwide for clients. Over his career, Jim has personally financed $3.5 billion in real estate financings. Also an investor in real estate, he is or has been a principal in 120 projects totaling 14M SF. |
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Kevin Sullivan
Shareholder, Chair of RE Structured Finance Practice Group
Winstead
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| Winstead has represented many of the industry leaders in CMBS loan originations since the inception of that industry. As chairman of the firm's Real Estate Structured Finance Practice Kevin supervised a team of attorneys and other professionals in the closing of well over 5000 loans structured for ultimate CMBS execution. The firm's broad experience in all areas of real estate finance includes construction and permanent financing as well as mezzanine lending and the representation of all the different players in highly structured capital stacks. As CMBS adjusts and reemerges as a credible source of capital Winstead has been involved in representing some of the firms coming out with the very first new programs. |
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