Back on Track - Graaskamp Center Spring Board Meeting

Graaskamp Center Spring Board Conference

Graaskamp Center Spring Board ConferenceApril 3-4, 2014
Four Seasons Hotel, Chicago, IL

Back on Track

The US economy has found its footing in the energy, auto, and housing sectors; and manufacturing is strong and resurgent. The capital markets, awash in both debt and equity, have helped move asset pricing to levels at or above pre-recession levels. How long does can we expect this rebound  to last and what are its implications for real estate investing?  As the industry emerges from economic travail worse than any in two generations, what lessons were learned?  And what precautions should we take?   

Please join us for an event filled with robust discussion, innovative perspectives, and high-level networking with industry leaders from every sector of the real estate business.   The dinner and keynote presentation on April 3rd and the conference on April 4th will be held at the Four Seasons Hotel.

Register now!

 

Graaskamp Center Spring Board Conference

Back on Track

Thursday, April 3

5:30 pm Reception (Lakeview) Sponsored by Ventas
6:30 pm Dinner (Lakeview)
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

7:30 - 8:15 pm Keynote Address: Jeff DeBoer, President and CEO, Real Estate Roundtable
8:30 pm Informal Gathering at Four Seasons Bar
Friday, April 4
7:30 - 8:30 am Continental Breakfast (Ballroom Foyer) Sponsored by the Brennan Investment Group
8:30 - 8:45 am

Welcome and Remarks on Irgens Endowment 

Michael W. Brennan, Executive Director, James A. Graaskamp Center for Real Estate

Mark Irgens, President and CEO, Irgens

8:45 - 9:45 am

The CEO Outlook
The economic recovery in the United States has found its footing.  GDP, the stock market, real estate prices, liquidity, and employment all show signs of an expanding economy.  How long a runway does this business cycle have?  What are the best organizational strategies in which new competitors and new challenges surely await us?   Are we, indeed, “Back on Track”?

Moderator: Jeffrey Usow, Firm Practice Leader, Real Estate Group, Mayer Brown

Panelists: Jeff Jacobson, Global CEO, LaSalle Investment Management Inc.

Pat Ryan, President and CEO, Ryan Companies U.S.

Maury Tognarelli, CEO, Heitman LLC

9:50 - 10:50 am

Equity’s Search for Value:  Where is the Opportunity?
In times of economic uncertainty, the actions of investors are predictable:  they avoid risk, covet stability, and seek refuge in “core properties.”  Conversely, in periods of economic expansion, investor behavior is less predictable as they expand into areas of greater risk.  What are the investment criteria and the tactical plans for an improving economic environment?  How does one navigate the classic dilemma of reaching full investment and yet maintain prudent investment standards?

Moderator: Spencer Levy, Executive Managing Director of Capital Markets; CBRE, Inc. 

Panelists: Paul Boneham, Executive Vice President, Bentall Kennedy

Collete English Dixon, Principal-Transactions, Prudential Real Estate Investors

Ashish Gupta, Senior Vice President - Investments, GAW Capital Partners, LLC

Robert Landin, CEO of Milestone REIT, The Milestone Group

10:50 - 11:10 am Break
11:15 am - 12:15 pm

Development in High Gear
No real estate recovery is “Back on Track” until we see construction cranes dotting the skyscape of every major U.S. city.  As our industry recovers from bleaker days, we are again witnessing a resurgence of development in every major real estate food group.  As the perception of risk diminishes and the perception of opportunity grows, do the fundamentals justify the optimism?  Has the occurrence, and passing, of the Great Recession lead to an inevitable “opposite and equal” reaction?  Where are the best opportunities for development?

Moderator: Frederick Cooper; Senior Vice President of Finance, International Development and Investor Relations; Toll Brothers

Panelists: Dan McCaffery, Chairman and CEO, McCaffery Interests

Jim McShane, CEO, The McShane Companies

Dan Rosenbloom, Managing Director, GEM Realty Capital

Mark N. Tennison, Executive Vice President, Equity Residential

12:15 - 1:15 pm Lunch (State A & B) Sponsored by Morningstar Credit Ratings, LLC
1:20 - 2:20 pm

Lending Markets in an Improved Economy
The return of the credit markets are a prerequisite to a robust real estate recovery.  Many have predicted that debt origination activity will reach or exceed 2007 levels as nearly every lender is back in the game, including CMBS originators.   Our panelists offer insight into the macro lending environment as well as their underwriting parameters in an increasingly competitive lending environment.

Moderator: Jack Cohen, CEO, Cohen Financial

Panelists: Chris Duey, Managing Director, Principal Real Estate Investors, LLC

Steven Myers, President of the Real Estate Group, AEGON Realty
 
John Petrovski, Senior Vice President - Managing Director, BMO Harris

2:40 - 3:40 pm

The Public Markets Crystal Ball: Insights, Picks and Pans
It is often said that public markets are “forward looking” whereas private real estate markets and indices  are “current looking.”  What are the valuations and the capital flows in the public real estate markets telling us that private real estate markets are not?  Our panel of real estate stock portfolio managers share their outlooks as well as their sector picks and pans for 2014.

Moderator: David Toti, Senior Managing Director, Cantor Fitzgerald

Panelists: Louis Conforti, Portfolio Manager, Balyasny Asset Management, LP

Joseph Fisher, Portfolio Manager, RREEF America

Joshua Klaetsch, Analyst, Advantus Capital Management

3:45 - 4:00 pm Closing Remarks from Center Academic Director Morris A. Davis
4:00 pm Adjourn

Graaskamp Center Spring Board Conference

Back on Track

Spring 2014 Board Conference Presenter Biographies

Paul BonehamPaul BonehamBiographyExecutive Vice PresidentBentall Kennedy
Michael BrennanMICHAEL W. BRENNANBiographyExecutive DirectorJames A. Graaskamp Center for Real Estate
Jack CohenJack CohenBiographyCEOCohen Financial
Louis ConfortiLouis ConfortiBiographySenior Managing Director and PrincipalBalyasny Asset Management LP and Colony Capital
Fred CooperFrederick N. CooperBiographySenior Vice President, Finance, International Development & Investor RelationsToll Brothers Inc.
Morris DavisMorris A. DavisBiographyAssociate Professor and Academic DirectorGraaskamp Center for Real Estate
Jeff DeBoerJeff DeboerBiographyPresident and CEOReal Estate Roundtable
Collete English DixonCollete English DixonBiographyPrincipal-TransactionsPrudential Real Estate Investors
Chris DueyChris DueyBiographyManaging DirectorPrincipal Real Estate Investors
Joseph FischerJoseph FischerBiographyPortfolio ManagerRREEF America
Ashish GuptaAshish GuptaBiographySenior Vice President - InvestmentsGaw Capital Partners (USA), LLC
Jeff JacobsonJeff JacobsonBiographyGlobal CEOLaSalle Investment Management Inc.
Joshua KlaetschJoshua KlaetschBiographyAnalystAdvantus Capital Management
Robert LandinRobert LandinBiographyCEOMilestone REIT, The MILESTONE Group
Spencer LevySpencer LevyBiographyExecutive Managing DirectorCapital Markets CBRE, Inc.
Dan McCafferyDan McCafferyBiographyChairman and CEOMcCaffery Interests
Jim McShaneJames McShaneBiographyCEOThe McShane Companies
Steve MyersSteven MyersBiographyPresidentReal Estate Group AEGON Realty
John PetrovskiJohn PetrovskiBiographySenior Vice PresidentManaging Director, BMO Harris
Dan RosenbloomDan RosenbloomBiographyManaging DirectorGem Realty Capital
Pat RyanPat RyanBiographyPresident and CEORyan Companies U.S.
Mark TennisonMark N. TennisonBiographyExecutive Vice PresidentEquity Residential
Maury TognarelliMaury TognarelliBiographyCEOHeitman LLC
David TotiDavid TotiBiographySenior Managing DirectorCantor Fitzgerald
Jeffrey UsowJeffrey UsowBiographyFirm Practice LeaderReal Estate Group, Mayer Brown

Graaskamp Spring Board Conference

April 3-4, 2014 | Four Seasons Hotel, Chicago, IL 

Sponsorship opportunities

Don’t miss the opportunity to support this conference sponsored by the Graaskamp Center for Real Estate. This event offers outstanding opportunities to increase your visibility before a highly qualified audience of key decision makers in the industry -- all who are part of a long, proud tradition of fostering excellence in real estate education, research and outreach.

We offer sponsorship opportunities at several levels. (Please indicate your selection.)

• April 3 
    • Reception at the Four Seasons ($2,500) 
    • Dinner at the Four Seasons ($5,000) Can be co-sponsored.

• April 4 
    • Networking breakfast ($1,500) 
    • Networking break ($1,000) 
    • Keynote Luncheon ($3,000)

* You may invite up to three guests or colleagues.


Why Sponsor the Graaskamp Spring Board Conference?

Direct access to high profile industry leaders who are shaping the future of the industry. Build rapport as you meet face to face and network with real estate leaders. You will have access to all networking functions providing a social and enjoyable environment to meet with all conference attendees.

Recognition throughout the marketing campaign and at the conference. This includes: pre-conference recognition in outreach materials and media release; company logo on web site with link; company logo on promotional materials and on-site program; name/logo of organization on sponsorship slide in high traffic area; verbal acknowledgement at the conference.

Gain valuable name recognition and goodwill for your company by supporting this high-profile conference on current trends and issues in the real estate industry. Be a part of this dynamic conference that features a range of experts who are on the front lines of real estate market research, policy and practice.

 If you are interested in any of the sponsorship options, please complete the form and return it to by Friday, March 17th to Lee Gottschalk lgottschalk@bus.wisc.edu. If you have questions, call Lee at (608) 265-2032.

Graaskamp Center Spring Board Conference

Back on Track

April 3-4, 2014
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 Thursday, March 27. After this date, call (608) 263-3459 for availability.

Download a hard copy of the registration Download PDF

Graaskamp Center Spring Board Conference

Four Season ChicagoThe Graaskamp Center spring board conference will be held at the Four Seasons Hotel in downtown Chicago on April 3-4.

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 3.  We encourage you to make your arrangements soon since the rooms will be released on March 10.  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.