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Speakers and Panels

What Do Senior Really Want?

Technology, Amenities, Placemaking & Location

Albert Reyes
Ventana, $140 Million luxury high rise retirement community in the heart of Dallas

Albert Reyes

President & CEO

Buckner

Matt Neville
Highland Springs, 89-acre retirement community in North Dallas

Matt Neville

VP & Executive Director

Erickson Living

Shawn Corzine
Development Partnership With Journey Capital & Plans To Expand Rapidly in DFW

Shawn Corzine

CEO

Silver Point Senior Living

Melissa Orth
The Legacy Midtown Park, Jewish-sponsored rental continuing care retirement community

Melissa Orth

President & CEO

Legacy Senior Communities

Mary Greer
How technology is affecting the senior living sales process

Mary Greer

Account Executive

Engrain

Siobhan Farvardin Winfrey
The Vista at CC Young, Ventana by Buckner, The Legacy at Midtown Park,

Siobhan Farvardin Winfrey

Associate Principal

D2 Architecture

Clay Curtis
Moderator

Clay Curtis

SVP

McRight Smith

Albert Reyes

Ventana, $140 Million luxury high rise retirement community in the heart of Dallas

Buckner

Dr. Albert L. Reyes is the sixth President and CEO of Buckner International. He previously served as president of Buckner Children and Family Services. Prior to his tenure at Buckner, Albert was president of Baptist University of the Américas in San Antonio. He also has served as pastor of three churches and as a manager for Sprint’s National Customer Service Call Center. Albert and his wife, Belinda, have three children. They are members of Park Cities Baptist Church in Dallas.

Matt Neville

Highland Springs, 89-acre retirement community in North Dallas

Erickson Living

Matt has 15 years of experience with Erickson Living, a leading manager & developer of

senior living communities in the nation, and has served as the VP/Executive Director of

Highland Springs for the past 7 years. Highland Springs serves 1,100 residents on a 90

acre campus, with a full continuum of care in North Dallas. The master plan for

Highland Springs is to reach a capacity of 2,000 residents over the next 10 years.

Matt’s early focus with Erickson Living was within start-up operations, opening

communities in Chicago and Denver. Prior to joining Erickson, Matt held leadership

positions in accounting and finance within the public and private sector while living in

the Chicago suburbs. Matt earned a Bachelor’s degree in Accounting from Illinois State

University and holds a CPA designation.

Shawn Corzine

Development Partnership With Journey Capital & Plans To Expand Rapidly in DFW

Silver Point Senior Living

Shawn Corzine has become a well-respected leader in the senior living industry over the past 15

years. Having begun on the community level and then moving to a Regional and Vice-

Presidential roles before becoming the CEO of Trilogy Senior Living in 2013, Shawn has a

tremendous amount of hands-on experience in what it takes to lead a successful and thriving

senior living community.

In 2019, Shawn launched SilverPoint Senior Living, which is a new operations company focused

on managing and operating communities in the new landscape of senior living. Their Engaged

Living program will bring an innovative and transformative approach to senior living.

Over the past 5 years, Shawn has served on the Board of Directors for the Texas Assisted Living

Association and is currently serving as the Vice-Chair of the Board for 2019. During his time at

TALA, Shawn has helped influence some very important legislation that directly impacts the

Assisted Living industry in Texas.

Melissa Orth

The Legacy Midtown Park, Jewish-sponsored rental continuing care retirement community

Legacy Senior Communities

Melissa is currently the President and CEO of The Legacy Senior

Communities, a Jewish faith based continuum care community in Dallas,

Texas. She was previously the COO/CFO of Greenhill School, a co-

educational independent school serving 1,300 students, pre-kindergarten

through 12th grades, in Addison, Texas, from 2000 – 2017. She earned her

B.B.A. from Kansas State University in 1986 and is a certified public

accountant. Prior to joining Greenhill, she was the Vice President of Finance

for the National Office of the American Heart Association and was a senior

manager in the audit and business advisory division of Arthur Andersen, LLP.

Melissa currently serves as a board member and Treasurer for the Enrollment

Management Association, a national agency serving independent schools, and

is also a board member and Treasurer for the St. Philip’s School and

Community Center. Additionally, she serves as a board member of Leading

Age Texas, a member association providing professional development and

advocacy services to not for profit senior service organizations. Melissa also

serves as a member of the finance committee for the Texas Women’s

Foundation. Previously, Melissa served as a member of the board of directors

for the National Business Officers Association from 2009 until 2017, serving

as Chair the last two years of her service. She is a past board member and

Treasurer for Planned Parenthood of North Texas and past finance committee

member of the Susan G. Komen Foundation.

Mary Greer

How technology is affecting the senior living sales process

Engrain

Mary Greer is a longtime leader in multifamily and senior living marketing. Her 15+ years in the industry led her to Engrain in 2016, where she currently serves as both National Account Executive and the authority on senior living sales technology. From tailored touchscreen sales to inventory visualization, Mary’s impact on the industry is seen in the groundbreaking software solutions she delivers to her clients.

Prior to joining Engrain, Mary spent three years as a Director of Marketing at Greenbrier Development, and another four at Omnium Management as Director of Leasing. Her multi-market expertise fortifies her mission to elevate the senior living sales experience—a fresh and much needed force in an industry eager to adopt innovation.

Siobhan Farvardin Winfrey

The Vista at CC Young, Ventana by Buckner, The Legacy at Midtown Park,

D2 Architecture

Siobhan has nearly two decades of experience creating a diversity of environments ranging

from commercial office buildings, student housing, K-12, to senior living. Her approach at D2

Architecture, working in close collaboration with multiple teams, is an integrated process that

weaves together the disciplines of planning, architecture, interior design and landscape

architecture for projects across the United States. From conceptual design development,

Siobhan satisfies complex project requirements and maximizes design opportunities as seen as

such projects as Ventana by Buckner, The Legacy at Midtown Park and The Stayton in Fort

Worth. Siobhan remains involved in every phase of the design process and is committed to

realizing project goals while working closely alongside the project team. Siobhan holds a

Bachelor of Design in Architecture from the University of Florida and provides leadership at D2

as an Associate Principal. She is passionate about providing better environments for living and

is an active participant in D2’s Sleepover Project where she has spent 24 hours in a senior living

community as a resident. She speaks regularly at industry conferences including Environments

for Aging, CREW, and InterFace about the importance of integrating senior housing into mixed-

use environments.

Clay Curtis

Moderator

McRight Smith

Clay has over 30 years’ experience as a business development/operations management

professional. His career is one marked by ever greater responsibilities and noteworthy

accomplishment. His strong foundation in project management, combined with a unique ability to

understand and communicate with people at all levels, creates an environment leading to

exceptional service and quality results for our clients.

As Vice President, Clay provides leadership in the development of client relationships and the

pursuit of new business across all of our commercial construction service areas including office,

retail, warehouse and medical offices. He is focused on delivering superior service by understanding

our existing and potential client’s needs and connecting the precise resources necessary to deliver

the greatest value to each project. He works closely with our clients to define high quality, cost

effective solutions through intelligent preconstruction preparation and focused project

management.

Finance, Investment & Development Trends

ROI, Construction Costs, Occupancy Levels, Profitable Submarkets & Areas Of Opportunity

Kathryn Burton Gray
Trends, shifts in the market, occupancy roadblocks, areas of opportunity

Kathryn Burton Gray

Head of Seniors Housing & Healthcare

Hunt Real Estate Capital

Ryan Pritchard
Hines New Senior Living Department

Ryan Pritchard

Director, Healthcare & Senior Living

Hines

Elena Bakina
Where are we seeing the most growth in the market? Where is the operational risk?

Elena Bakina

Executive Vice President

Colliers

Brian Heagler
Everything You need to know about senior housing finance

Brian Heagler

SVP

KeyBank

William Allison

William Allison

Sr. Production Analyst

KeyBank

Sam Basharkhah
Moderator

Sam Basharkhah

Founder

Basharkhah Engineering, Inc.

Kathryn Burton Gray

Trends, shifts in the market, occupancy roadblocks, areas of opportunity

Hunt Real Estate Capital

KATHRYN BURTON GRAY is Head of Health Care and Senior Managing Director for Hunt Real Estate Capitol. She joined Hunt Reol Estate Capitol in January 2018. She is responsible for overseeing Hunt's financing and private placement activities in the health care sector, including real estate proprietary bridge lending and FHA loans. Her areas of expertise include the longterm care sector of the health core industry with a focus on underwriting and portfolio responsibilities. Ms. Burton Gray has over 34 years of banking experience in both large commercial banking platforms, including Wells Fargo Bank, as well as smaller regional and community banks.

Prior to joining HUNT, she worked for finance companies, including CIT Group, GE, Finova Capital, and most recently Red Capital Group/ORIX where she led the national Seniors and Healthcare real estate platform in the Commercial Finance Division and was responsible for originations in the seniors housing and skilled nursing space. Ms. Burton Gray serves on the Foundation Board of Mission Hospital, a St. Joseph's Hospital subsidiary, Taught for the Princeton Review for SAT, LSAT, MCAT, GRE, and GMAT; and participated on many other industry specific boards including Executive Board positions with ASHA (American Senior Housing Association), and Ull's Seniors Housing council (Urban Land Institute). Her past board memberships have included HCap, LTC 100, CALA, ALFA-Argentum, and the NIC Advisory Committee.

Elena Bakina

Where are we seeing the most growth in the market? Where is the operational risk?

Colliers

Elena’s area of expertise is in the

healthcare and senior housing sectors

of real estate. She also has experience

in corporate office, life science, retail,

land transactions and investment

sales. Her clients include physicians,

multispecialty groups, hospitals,

developers, senior housing operators

and owners in addition to private

investors.

Prior to joining Colliers in 2014,

Elena was a Senior Healthcare Real

Estate Advisor with Coldwell Banker

Commercial Healthcare Services Group.

Elena’s past career as a cancer research

scientist with the world’s best cancer

centers and research institutions has

led her to choose her core areas of

specialization. Being actively involved

with the healthcare industry through

the American College of Healthcare

Executives (ACHE) and the Medical

Group Management Association

(MGMA), helps her to stay updated with

the needs of this industry and to better

serve her clients.

The most rewarding part of her job is

developing relationships with clients

and gaining their trust and confidence

as their real estate advisor. In regards

to real estate transactions, what she

enjoy most of all is research, analysis

and negotiations.

Sam Basharkhah

Moderator

Basharkhah Engineering, Inc.

As the Founder of Basharkhah Engineering, Inc., Sam Basharkhah is involved, not only in the day to day operation of the company, but also in the design and production phases of nearly every project.

Mr. Basharkhah is a registered Professional Engineer with over 40 years of experience in the fields of consulting engineering and mechanical contracting. His extensive hands-on experience gives BEI an edge; specifically in renovation projects requiring survey of existing conditions, in cost estimating, and in construction administration. A list of their recent projects includes the renovation of the historic Statler Hilton Hotel in Downtown Dallas and numerous other health care, residential, commercial office and retail, educational, correctional, municipal, high tech, and food service.

Mr. Basharkhah is a graduate of Southern Methodist University with a Bachelor of Science Degree in Mechanical Engineering.

Summary

  1. Senior housing innovation is a must. What amenities are essential for today's senior housing, and how can developers look ahead to future-proof these projects?

  2. Affordability is a huge issue when it comes to senior housing. How are developers and city officials tackling this issue that so desperately needs to be addressed in DFW?

  3. With land availability continuing to decline, how do we make sure that Senior Housing is built in communities where seniors want to live?

  4. The Senior Housing sector continues to face labor market challenges. How is DFW dealing with this issue that only seems to be getting worse?

  5. What forms of creative financing are owners & developers using? How has the capital stack shifted and what is the biggest investor base?

Venue

Hilton Anatole
2201 Stemmons Fwy
Dallas, TX 75207

Ballroom: Please enter at West Wing entrance. Networking is in Cortez ballroom; content / speakers are in Coronado ballroom.


Self park ($8) - Lot 4 has direct access into the West Wing Foyer where registration is
Valet ($16) - Park at the main Tower Entrance (the taller of the two buildings)
Please see attached parking map here!

Agenda

Time Activity
1:00 PM
2:00 PM
Coffee, Networking, & Breakfast
2:00 PM
2:50 PM
What Do Senior Really Want?

Technology, Amenities, Placemaking & Location

2:50 PM
3:40 PM
Finance, Investment & Development Trends

ROI, Construction Costs, Occupancy Levels, Profitable Submarkets & Areas Of Opportunity

2:50 PM
2:55 PM
Break & Stretch!
3:40 PM
4:00 PM
More Networking!