Graaskamp Center Spring Board Conference
April 17-18, 2012
Four Seasons Hotel, Chicago, IL
New Beginnings: Assessing the State of our Industry
At the dawn of 2012, we look ahead and see signs of renewed confidence. Economic indicators are showing positive signs, and some sectors of the real estate industry are already on the road to recovery. As an election year, 2012 will also be a time for conversations and conventions, decisions and transitions. Leaders in both business and politics will face significant challenges—in the U.S. and abroad—and will have opportunities to affect change on many levels. The spring conference of the Graaskamp Center Board of Advisors will address the outlook for industry, provoke discussion on long delayed issues of debt resolution and infrastructure investment, and look to broader global issues affecting our region.
Graaskamp Center Spring Board Conference
New Beginnings: Assessing the State of Our Industry
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Tuesday, April 17
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| 5:30 pm |
Reception |
| 6:30 pm |
Dinner |
| 7:20 - 7:30 pm |
Opening Remarks
Morris A. Davis, Academic Director, James A. Graaskamp Center for Real Estate
Remarks & Introduction of Keynote Speakers
Michael W. Brennan, Executive Director, James A. Graaskamp Center for Real Estate
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| 7:30 - 8:15 pm |
Keynote Address: “Assessing the State of Our Industry.”
Lee S. Neibart, Global CEO, AREA Property Partners |
| 8:30 pm |
Informal Gathering (Location TBD) |
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Wednesday, April 18
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| 7:30 - 8:30 am |
Continental Breakfast |
| 8:30 - 8:45 am |
Welcome remarks from Center Executive Director Michael W. Brennan |
| 8:45 - 9:45 am |
CEO Panel: Assessments on Our Industry
The U.S. economy is strengthening, but the recovery is modest and fragile. What lies ahead? What public policy issues must be addressed in the upcoming election? Our CEO panel will address both the macro view as well as view specific to their own sectors.
Moderator:
- David Shulman, Managing Member, David Shulman, LLC, and Consultant to the Applied Real Estate Investment Track (AREIT), James A. Graaskamp Center for Real Estate
Panelists:
- David Brain, President & Chief Executive Officer, Entertainment Properties Trust
- Scott Dennis, Managing Director & CEO, Invesco
- Laurence S. Geller, President & Chief Executive Officer, Strategic Hotels & Resorts
- Ofer Yardeni, Co-Founder & Managing Partner, Stonehenge Partners
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| 9:50 - 10:50 am |
Housing: May We Have Recovery, Please?
Our panel of experts examines a vital section of our industry that many regard key to a U.S. economic recovery. Have prices bottomed? Will new building resume? What are the longer term implication of changing demographics and declining home prices? How will the shape of the homebuilding industry change?
Moderator:
- Morris A. Davis, Academic Director, James A. Graaskamp Center for Real Estate
Panelists:
- Frederick N. Cooper, Senior Vice President of Finance, International Development & Investor Relations, Toll Brothers
- David Goldberg, Building & Building Products Analyst, UBS AG
- Gerald M. Howard, President & CEO, National Association of Home Builder
- Stephen Malpezzi, Professor & Department Chair
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| 10:50 - 11:10 am |
Break |
| 11:15 am - 12:15 pm |
Infrastructure: Time to Retool
Cutbacks in spending could jeopardize the backbone of commerce if America does not address acute needs in infrastructure from roads, schools, hospitals, airports and other key infrastructure needs. America, unlike many other nations, has funded this cost through the public sector, rather than developing a strong private sector to both manage and fund these needs. Is there a need for a new public – private model? Our panelists are private infrastructure investors that will offer insights into opportunities for future investments.
Moderator:
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Michael J. Rose, Director of Alternative Investments, Customized Fund Investment Group,Credit Suisse Securities
Panelists:
- Michael Cook, Senior Managing Director, Macquarie Infrastructure and Real Assets Inc.
- John Flaherty, Principal, The Carlyle Group
- David Martinelli, Managing Partner, Harvest Fund Advisors LLC
- William Young, Partner, Equity Group Investments
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| 12:15 - 1:15 pm |
Lunch |
| 1:20 - 2:20 pm |
Our Neighbors to the North and South: Canada and Mexico
Looking back 30 years ago, both Mexico and Canada, the U.S.’s largest trading partners, have made remarkable economic progress, placing their economies 14 and 11, respectively, in country ranked GDP. Along with that progress has been significant investment in commercial real estate, opening up opportunities for both Mexican and Canadian entrepreneurs as well as U.S. investors. Our panel of experts, both Mexican, Canadian, and U.S. investors alike, will discuss the opportunities in these countries.
Moderator:
- Christopher Ludeman, President, CBRE Capital Markets
Panelists:
- Carlos Ancira, President, Grupo Chartwell
- Mario Barrafato, Sr. Vice President and Chief Financial Officer, Dundee R.E.I.T
- Derek Dermott, Managing Director-Real Estate Investment Banking Group, BMO
- Carlos Lopez, President, Conquer
- Samuel Suchowiecky Cohen, CEO, Hipotecaria Vértice, SA de CV
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| 2:40 - 3:40 pm |
Distressed Debt Investing: Is It Real This Time?
After three years of “kicking the can”, our industry is witnessing significant portfolios of both non-performing and underperforming loan portfolio sales. Given the large overhang of distressed commercial mortgages, distress debt investors may see significant deal flow. To discuss the quantity and quality of this opportunity, out panel of experts will discuss the means and methods of capital deployment.
Moderator:
- Michael Hoffman, President & Partner, Probitas Partners
Panelists:
- Jay Henry, Co-Founder & Managing Member, TriGate Capital
- Dan Rosenbloom, Senior Vice President, GEM Realty Capital
- Kenneth D. Segal, Managing Director, Ranieri Partners
- Ben Young, Global Head of Real Estate, Stragetic Value Partners
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| 3:45 - 4:00 pm |
Closing Remarks from Center Academic Director Morris A. Davis |
| 4:00 pm |
Adjourn |
Graaskamp Center Spring Board Conference
New Beginnings: Assessing the State of Our Industry
Spring 2012 Board Conference Presenter Biographies
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Carlos Ancira PresidentGrupo ChartwellBiography
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Mario Barrafato Senior Vice President & Cheif OfficeeDundee REITBiography
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David M. Brain Chief Executive OfficerEntertainment Properties TrustBiography
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Michael W. Brennan Managing Principal & Executive Director Brennan Investment Group & Graaskamp Center for Real Estate Biography
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Samuel Suchowiecky Cohen CEO Hipotecaria Vértice, SA de CV Biography
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Michael Cook Senior Managing DirectorMacquarie Infrastructure and Real Assets Inc.Biography
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Frederick N. Cooper Senior Vice President, Finance, International Development & Investor RelationsToll Brothers Inc. Biography
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Morris A. Davis Associate Professor and Academic DirectorGraaskamp Center for Real Estate Biography
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Scott Dennis Managing Director & CEO InvescoBiography
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Derek Dermott Managing Director-Real Estate Investment Banking GroupBMOBiography
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John Flaherty PrincipalThe Carlyle GroupBiography
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Laurence GellerPresident & Chief Executive OfficerStrategic Hotels & ResortsBiography
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David GoldbergHome Building AnalystUBS AGBiography
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Jay HenryManaging MemberTriGate CapitalBiography
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Michael HoffmanPresident & PartnerProbitas PartnersBiography
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Gerald HowardPreseident & CEONational Association of Home BuildersBiography
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Carlos LopezPresidentConquerBiography
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Christopher LudemanPresidentCBRE Capital MarketsBiography
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Stephen MalpezziAcademic DirectorGraaskamp Center for Real EstateBiography
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David MartinelliManaging PartnerHarvest Fund Advisors LLC Biography
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Lee S. NeibartGlobal Cheif Executive OfficerAREA Property PartnersBiography
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Mike RoseDirector, Director or Alternative InvestmentsCustomized Fund Investment Group, Credit Suisse SecuritiesBiography
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Dan RosenbloomSenior Vice PresidentGEM Realty CapitalBiography
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Kenneth D. Segal Managing Director Ranieri PartnersBiography
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David Shulman Managing Member & Consultant to AREIT David Shulman, LLC & Graaskamp Center for Real Estate Biography
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Ofer Yardeni Managing PartnerStonehenge Partners Biography
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Ben Young Global Head of Real EstateStragetic Value Partners Biography
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William Young PartnerEquity Group InvestmentsBiography
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Graaskamp Center Spring Board Conference
New Beginnings: Assessing the State of Our Industry
April 17-18, 2012
Four Seasons Hotel, Chicago, IL
Register now! At our invitation-only spring board conference, board members and guests will be immersed in best-in-class thinking and diverse perspectives in an intimate forum with an elite group of industry peers, renowned faculty and our great group of real estate MBA students.
Members are also encouraged to identify a guest from your peer group who you think would be a good candidate for board membership. Please submit names and bios to Michael Brennan prior to inviting due to space constraints and so we can avoid duplication. Register online now! Download registration forms.
Deadline: Register by Monday, April 2. After this date, call (608) 263-3459 for availability.
Download a hard copy of the registration 
Graaskamp Center Spring Board Conference
The Graaskamp Center spring board conference will be held at the Four Seasons Hotel in downtown Chicago on April 17-18.
Four Seasons Hotel
120 East Delaware Place
Chicago, IL 60611-1428
(312) 280-8800 or (800) 819-5053
A block of rooms is reserved at the Four Seasons Hotel at the rate of $250 per night for the evening of April 17. We encourage you to make your arrangements soon since the rooms will be released on March 17. Make a reservation online or contact the Four Seasons directly at (312) 280-8800 or (800) 819-5053. Be sure to mention that you are attending the Graaskamp Center spring board conference.