SoCal Healthcare Real Estate Summit

Jake brings a passion for addressing healthcare real estate holistically as part of the entire continuum of care. His dedication to understanding the new world of healthcare consumerism makes PMB an integral part of our clients’ healthcare strategies and solutions. Jake has been with the firm since 2005 and focuses on the overall vision and strategy of the company including financial, operational, growth, team, and delivery partnerships. Jake specializes in all phases of project development and has been instrumental in the successful completion of more than 2.5 million square feet of space across the continuum of care, 7,000 structured parking stalls, and over $1.5 billion of equity and debt financing. Specifically, Jake is responsible for sourcing, structuring, and leading development opportunities including deal structuring, entitling, financing, and managing ground-up development projects from inception to occupancy. Jake is a LEED® Accredited Professional and has a California real estate broker’s license. He is on the ULI Health Care and Life Sciences Council, an advisory board member of Cal Poly Pomona’s College of Environmental Design, and holds active memberships in the Urban Land Institute (ULI), Cornell Real Estate Council and the U.S. Green Building Council. Jake received his Bachelor of Science degree in Industrial and Labor Relations from Cornell University in 2003, a Certificate in Real Estate Finance, Investments and Development and a Certificate in Healthcare Transformation from the University of California Irvine.

Annette Walker is the visionary health care leader tapped to build City of Hope, Orange County, a 21st-century approach to treating and curing cancer and other serious illness. Named one of the 25 most influential women leaders in U.S. health care by Modern Healthcare magazine, Annette believes this latest chapter in her career is the most important, as it allows her to serve the region that has been her home for 40 years. Working with physicians, community leaders, health care experts, and others, Annette will expand City of Hope’s world-class health network in Orange County, with the main health campus planned for Irvine’s Great Park. Stemming from the main health campus will be a network of services and programs providing breakthrough treatments and therapies, as well as education and preventive care to make the region healthier. Known for her ability to get the job done, Annette is a master at strategy and planning. Before coming to City of Hope, she was President of Strategy for Providence St. Joseph Health System, the nation’s third-largest health system. While there, she was instrumental in bringing two noted health organizations together, and, within the first year, succeeded in convening key stakeholders to develop a transformational strategic plan. Annette also served as interim president and chief executive of St. Joseph Health before the merger of St. Joseph Health and Providence. Under her leadership, St. Joseph Health became a leader in acute care, wellness, and disease prevention. Her team opened several groundbreaking Wellness Corners and other programs bringing wellness and health education literally to the doorstep of many communities. Annette holds a master's degree in health care administration from the University of Minnesota and a bachelor’s degree in biology from Loyola Marymount University in Los Angeles. She is the mother of six children, grandmother of 12, and an advocate for organizations promoting effective work-life balance.

Dana is the Director of Operational Planning and Facilities Development at Kaiser Permanente, Orange County. She joined the Southern California Permanente Medical Group (SCPMG) team in 2013 as the Department Administrator for the Gardena, Torrance and Manhattan Beach medical office buildings. She also had the opportunity to work with the teams that designed and built both the Manhattan Beach MOB and Signal Hill MOB (Next Generation) medical office buildings. Dana transitioned to the Orange County leadership team in 2016. In her current role, Dana represents the SCPMG physicians, administrators and staff while working with the design, construction and facilities/maintenance teams in the Orange County Service Area. In her work with the Executive Leadership, KP National Facilities Services (NFS), architects, decision support, and the regional Care Transformation team, Dana has a unique role of applying her career’s experience to the design, construction and operational function of the medical office buildings, patient care areas and administrative spaces throughout the entire OC Service area. Before joining Kaiser Permanente in 2013, Dana enjoyed a career spanning more than 25 years in hospital and healthcare administration around Southern California, holding leadership positions in supply chain, performance improvement and perioperative services. Dana earned her BA in Biology from UC San Diego, Revelle College and her MHA from the University of Minnesota. Outside of work, Dana is a National Elite official for women’s lacrosse and enjoys spending time with her partner, active teenager and two senior rescue dogs.

Tim Olivos has spent the past 8 years on Ventas’ investments team with deep expertise in all Ventas’ asset types. As an investment officer, he is responsible for driving growth and diversification of the Company’s life science and medical office portfolios. Prior to Ventas, Tim worked at Stifel as an investment banking analyst in the real estate group. He graduated from Washington University in St. Louis and was a starter on the football team.

Elliott Sellers is a Senior Vice President, Investments & Partner with Anchor Health Properties and serves an integral role in the management of real estate acquisition and development investments. Originally joining Anchor Health Properties as part of the internship program, Mr. Sellers now leads the Company’s Washington, DC office and oversees the Investments team. During his six years at the Company, Mr. Sellers has overseen or been involved with approximately $3 billion of closed investments to date across 150+ distinct transactions. In addition to leadership of the Investments team, Mr. Sellers leads business development efforts for the Mid Atlantic, Southeast, Southern California, and Pacific Northwest regions through which he has overseen the acquisition of more than 2.5 million square feet of healthcare real estate investments to date. Mr. Sellers is a member of the Firm’s investment committee. Prior to his current role, Mr. Sellers interned at HFF in Charlotte, North Carolina, with key focus areas including investment sales and debt placement for a wide variety of asset classes. Mr. Sellers is actively involved in the healthcare real estate sector and sits as a committee member of the inaugural Revista Rising Leaders Council- a hand selected industry group of rising professionals dedicated to supporting growth of the healthcare real estate sector. Locally in Washington, DC, Mr. Sellers is involved with Urban Land Institute through a variety of programs, including most recently graduating from the 2022 Leadership Institute. Mr. Sellers enjoys volunteering in his community and previously served on the Central Virginia American Red Cross Board. Mr. Sellers holds a BBA degree in finance from James Madison University (JMU) and is a Chartered Financial Analyst (CFA®) charterholder.

Mr. Saba is responsible for asset management with a focus on healthcare real estate at Stockdale. Previously, he worked with Meridian, a Marcus and Millichap subsidiary, as an acquisition manager in Southern California from 2015 to 2016. Prior to Meridian, Mr. Saba was the Director of Leasing and Marketing for Pacific Medical Buildings’ Real Estate Services team, responsible for building and managing the leasing platform for a medical office portfolio in excess of 3 million square feet across the western US. Before Pacific Medical Buildings, Andrew worked with Healthcare REIT, now Welltower, in the Management Services Group division as a property manager, beginning in South Florida and relocating to Southern California in 2007. Mr. Saba holds a California RE salesperson license as well as the RPA designation through BOMI. Mr. Saba holds a Master of Business Administration from the University of Southern California and a Master of Science and Bachelor of Science in Communication from Florida State University.

Hillary Dorne is a member of both the Corporate Practice Group and the Health Care Practice Group in Buchalter’s San Diego office. Ms. Dorne focuses her practice on advising private client transactions, including business planning and corporate compliance, corporate governance, commercial finance, and real estate, representing both individuals and entities. She has additional experience in the formation and operation of businesses, mergers and acquisitions, joint ventures, divestitures, stock options, finance, and general representation of entrepreneurs within a variety of diverse industries with a particular emphasis on advising clients in the health care field. Ms. Dorne is also knowledgeable in personal estate planning and multigenerational family business succession planning. Ms. Dorne was named a Women of Influence in Law 2022 by the San Diego Business Journal. Community • U.S. District Court, Southern District of California • San Diego County Bar Association • California Society for Healthcare Attorneys Representative Matters • Represents lenders and borrowers in documentation, negotiation and closing of commercial lending transactions (involving acquisition and development, construction, ground lease and(or) permanent financing for office, hotel, retail, commercial and industrial properties) AZ| CA | OR | UT | WA BUCHALTER.COM 2 Hillary M. Dorne | Senior Counsel • Prepares business contracts documenting essential early relationships, joint venture agreements, buy/sell agreements between business partners, and advises clients regarding short and long-term business planning and strategies • Forms business organizations, including limited liability companies, partnerships, and corporations • Provides a wide-range of federal, state and local business advice to individuals, partnerships, corporations, and other business entities on corporate compliance • Represents health care companies in mergers and acquisitions, formation of multi- specialty groups, independent practice associations, and management service organizations • Negotiates management service contracts, physician service agreements, employment, independent contractor, shareholder and partnership agreements, purchase and sale of professional practices and related agreements • Represents clients in real property transactions, including sales, leasing, acquisitions, 1031 exchanges, and financing, for both residential and commercial properties • Represents clients in various business matters and transactions, including business governance, joint ventures, mergers and acquisitions, reorganizations and spin-offs, and liquidations • Assists clients with multi-generational succession planning for closely-held businesses and other personal and/or family assets • Designs and structures estate planning documents for clients (including wills, trusts, advance health care directives, asset management powers of attorney, etc.) Education Ms. Dorne received her J.D. from the University of San Diego, School of Law. She was also a participant of the University of Barcelona School of International Law Program in Barcelona, Spain. She earned her B.S. from the University of California, Davis.

JJohn Pollock is Chief Financial Officer and Managing Director at Meridian. Mr. Pollock is responsible for the capital markets, financing, and operational functions of Meridian. He works with his executive leadership team on the company’s strategy and operations. Before his most recent role, Mr. Pollock served as Chief Executive Officer and Chief Operating Officer. With more than 30 years of knowledge shaped by a wide range of experiences in commercial and residential real estate development, Mr. Pollock has proven his ability to lead, manage and develop highly effective cross functional teams. Prior to joining Meridian in 2006, Mr. Pollock served as General Manager for national home builder Centex Homes where he was responsible for all land development, construction and sales in Santa Fe, New Mexico. From 1997 to 2003, Mr. Pollock served as Vice President of Bovis Lend Lease, a leading international project management and construction company operating in more than thirty countries. At Bovis, Mr. Pollock’s responsibilities included managing finance, project controls and risk management and he was involved in a wide range of transactions in size, scope, and geography. Notable developments Mr. Pollock has been involved in include, Santana Row in San Jose, CA, Four Seasons Hotel in San Francisco, CA, Lincoln Square in Bellevue, WA and the Privatization of Fort Hood Family Housing in Killeen, TX. John is a member of Urban Land Institute (ULI) and sits on the ULI Health Care and Life Science Council. He also serves on the HREI Editorial Advisory Board and is a Certified Public Accountant. John Received a Bachelor of Science degree in Economics from St. Mary’s College.

During this time of system transformation and geographical growth for Cedars Sinai, Alicia is responsible for the management and leadership of capital projects related to the health system’s expansion, the Medical Delivery Network growth, and the built platforms supporting care delivery transformation. Her responsibilities include hands on work with Real-Estate strategies that support the robust portfolio of new clinical space. Since 1995, Wachtel has dedicated her career to Healthcare Design. Prior to joining Cedars-Sinai in 2017, Alicia Wachtel was a Principal in the Los Angeles office of HOK. Wachtel’s professional career has been focused on the delivery of complex replacement projects and the multiple delivery methodologies associated with them, including hospital P3s. Alicia holds a Bachelor of Science in Architecture and Urban Design from the Technion, Israel Institute of Technology, where she transferred from the School of Architecture, Universidad del Estado, Montevideo - Uruguay.

Nancy Moses serves as Principal with Trammell Crow Company, where she leads project execution within the Los Angeles business unit. Specializing in client management, Nancy helps occupiers identify and implement real estate solutions, and is sought after by clients for her ability to drive decision-making consensus and then convert that shared vision into a turnkey delivery. In her tenure at TCC, Nancy has successfully delivered over 1.7 million square feet of office and healthcare developments within the greater Los Angeles area, with more than 750,000 square feet anticipated to commence construction in 2023. Nancy was recognized as Commercial Property Executive’s Stars to Watch in 2020, and one of Real Estate Forum’s 2022 Women of Influence. Recent projects include the Vermont Corridor County Administration building, MLK Medical Office Building, Engemann Student Health Center on the USC Campus, and the USC Keck School of Medicine Soto Health Science Building.

Justin Bertain joined Turner Construction Company in 2004 and has taken on a range of roles that include preconstruction, project management, and superintending, touching every aspect of the construction process. He is currently the healthcare Project Executive for Turner’s southern California region. In this role, he oversees our healthcare preconstruction and construction teams, in addition to supporting the project goals and objectives of his clients. Working closely with owners, architects, and trade partners, Justin acts as a driving force for lean practices by promoting innovation and efficiency in the construction process. Notable clients that Justin has worked with include Kaiser Permanente, MemorialCare, Keck Medicine of USC, and Emanate Health. Justin received his bachelor’s degree in Construction Management from Cal Poly, Pomona and is actively involved in such organizations as Design Build Institute of America (DBIA), Associated General Contractors of California (AGC) and the American Subcontractor Association (ASA).

Sean is a healthcare market sector leader at tk1sc with 17 years of experience in healthcare design and construction. Sean has been a key team member on a variety of healthcare construction and strategic planning projects including the opening of five new greenfield hospitals and multiple renovations, expansions and master planning of medical centers. His passion lies in helping healthcare providers develop engineering solutions that ultimately lead to better patient care outcomes.

Senior level healthcare sales management and corporate development leader with over 20 years experience. Track record of delivering results in an evolving healthcare landscape by empowering talented teams and driving a performance oriented culture with unwavering integrity. Develop meaningful strategies for health systems, physician specialist groups, and payers to effectively align with the rapid transformation and shift of ambulatory surgical care to lower cost settings. Established executive level health system relationships throughout the western region that have been maintained through trust, transparent interactions, and successful joint ventures. Led tenured sales teams, managers, and complex development efforts for exceptional healthcare organizations. Deep clinical understanding in Orthopedics, Radiology, Cardiology, General Surgery, Vascular, and Dialysis specialties.

Teresa believes design can empower physicians to heal, scientists to discover, and healthcare leaders to innovate. She has designed over 30 million square feet of healthcare facilities, totalling over $27 billion. Teresa has planned every modality and department in a hospital, outpatient facility and skilled nursing facility; experience which led to OSHPD leadership to invite her to serve as an OSHPD Emergency Design Task Force team leader. Teresa’s planning philosophy integrates Lean principles and evidence-based design to create highly efficient healthcare facilities with exceptional patient experience and staff satisfaction.

Stan works closely with both the field and office personnel in the construction industry to help alleviate their pain points associated with tracking jobsite progress through the use of technology. Leveraging his unique experience, which includes running his own residential painting business in college to working as a project engineer for large commercial GC’s such as Turner and Kitchell and then transitioning to the construction tech scene by working for companies such as Bluebeam, Raken, and now Doxel gives him a holistic view on how all aspects of a business (sales, marketing, product, engineering, and customer success) come together to provide value for clients. Stan truly believes that if technology is to be widely adopted at the jobsite or at any company, tech companies need to have strong empathy for the needs of the end-users so that they can help create simple, yet powerful tools that will not only help improve the bottom line but also improve the lives of the workers. Stan holds a B.S. degree in Mechanical Engineering from UCSD and is also a LEED AP. He serves his community as a mentor in the ACE program that helps high school students learn about the AEC industry and was also honored as Big Brother of the Year in 2013.

Alina Moran, MPA, FACHE, FAB is the president at Dignity Health – California Hospital. Since joining California Hospital, Moran has spearheaded numerous hospital-wide initiatives focusing on patient safety, health equity, and employee engagement, while being an active voice and advocate for members of the local communities. Additionally, she oversees the large-scale construction of a new four-story patient tower which will house new Emergency and Trauma departments, new NICU and maternal health departments and much more. Moran has also played a pivotal role in integrating the Hope Street Margolis Family Center with the hospital which continues to impact the thousands of children and families that utilize its community health and educational services. Moran sits on the Board of the Hospital Association of Southern California (HASC).

Darci leads Boulder Associates’ Orange County office, with clients such as Hoag, UCLA, Providence, City of Hope, and CommonSpirit (formerly Dignity Health). She emphasizes innovation in design and delivery, and has embraced lean approaches to both to bring value to clients and projects. She maintains a deep knowledge of the business of healthcare and an eye towards the future of healthcare delivery to fulfill her role of being a trusted advisor to her clients.