This is a past event. To see the list of our current events, please click  HERE
8:10 AM Eastern Time
Registration Opens and Breakfast
8:40 AM Eastern Time
Welcome from IMN
8:45 AM Eastern Time
State of the CRE Finance Market 2017
  • How is the composition of the CRE finance market changing and what is driving this?
  • With the CMBS market undergoing a radical shift, what will be the impact on mezzanine/sub-debt finance from that channel? What will be the impact on acquisition finance and refinancings? CMBS 3.0: What will the market look like going forward and how robust will it be?
  • With continued pullback and uncertainty in senior lending, what does this mean for the cost of capital? For the lenders who will be filling the void? How does the cost of mezz finance compare to other sub debt/leverage? To what extent will mezzanine help fill the financing gap with risk retention regulations coming into place?
  • The Wall of Maturities: What is the latest status?
  • Who’s calling who?: Are the banks calling the shots/originating full stacks as in the past, or are the mezz/sub debt lenders calling the shots, quoting the whole stack, and selling A Notes? Who’s buying these A Notes? What are hot buttons on structure/pricing for these A Notes?
  • Senior mezz: Who’s buying? Who’s pricing tight vs. market? What groups are using leverage against senior mezz to increase their IRR?
  • Are there new mezz market entrants or is it the usual players with different names?
  • Asset class/geo snapshot: What is/isn’t getting financing? Which geos are still healthy vs. which are a concern?

Kimberly Blacklow

Cleary Gottlieb Steen & Hamilton LLP

Warren de Haan

Managing Partner, Head of Originations
ACORE Capital

Drew Fung

Managing Director
Clarion Partners

Sujan Patel

Founder and Managing Principal
Nantam Capital

Douglas Lyons

Managing Principal

Bruce Batkin

President & CEO
Terra Capital Partners, LLC
9:30 AM Eastern Time
Mezzanine Originator Panel
  • To what degree is the climate of the mezzanine finance industry changing? Where does the industry stand from a risk-reward perspective? Is there a flight to yield? Does the risk retention regulation create a new world of opportunity for mezz lenders?
  • As yields continue to shrink are you looking at other investments, e.g. B Pieces? How does mezz compare to B Pieces in terms of risk and relative return? How are your investors viewing this?
  • How are mezz market parameters changing? Asset class preferences? What are the structural features that are evolving? Are there any structural differences in the mezz landscape from the pre-economic crash to today?
  • Given the view that we are late in the cycle, are you looking to ratchet down leverage?  Do we expect supply for mezz/sub debt products to go up, go down or remain constant?
  • Are you capitalizing on the Wall of Maturities? If so how? If not, why not?
  • As core markets have primarily run their course, where are today’s best market opportunities, both domestically and internationally?
  • Can we expect meaningful changes to the mezzanine/sub debt market as it relates to gateway and secondary/tertiary markets?

Timothy Davis

White and Williams LLP

Ravi Anand

First Vice President, Investments
CIM Group

Mark Witt

Managing Director
Pearlmark Real Estate Partners

Dan Mee

Executive Director
Tremont Realty Capital
10:15 AM Eastern Time
Owner/Investor Power Panel: The State of CRE Investment in 2017

Senior executives from seasoned large cap owner/investors will share their perspectives on where they see the greatest CRE investment opportunities in the coming year. As well as speaking to current market trends and the overall CRE investment environment, our panelists will offer their opinions on where we are in the current cycle, what we can learn from previous cycles and how they are positioning themselves as a result. This panel will set the stage for further discussions over the course of the day.

  • NYC
  • US
  • International

David Barksdale

Ballard Spahr LLP

Jake Bisenius

President & Chief Investment Officer
AmCap Inc.

George Hasenecz

Senior Vice President - Investments
Brandywine Realty Trust

Michael Maturo

RXR Realty
11:00 AM Eastern Time
Morning Refreshment & Networking Break Courtesy of

11:30 AM Eastern Time
Macro-Economic Viewpoint 2017: Is the Bubble About to Burst?
  • Is the US headed for another recession? Where are fundamentals and how are the different CRE asset classes faring/what is their outlook? Where are prices/valuations? Is the CRE market in the ninth inning? What do we have ahead in 2017?
  • Interest rates: When will they rise, by how much and what can we expect the impact to be on CRE finance? The different CRE asset classes?
  • What effect will the Fed continuing to raise the federal funds rate have on the mezzanine/sub debt market? 
  • Is Brexit a positive development for US CRE? What opportunities does it open/close in European CRE? How far behind the US is Europe in terms of economic recovery?
  • What impact is China’s slowdown having on the US CRE market? To what degree have sources of CRE finance dried up; are they being replaced and, if so, from where?
  • What is the 2017 outlook for global economic/political instability and the likely subsequent impact on US domestic and international CRE? What can we expect from the Fed as a result?

Joseph Philip Forte

Kelley Drye & Warren LLP

Anoop Dave

SVP, Investments
The Bernstein Companies

Tim Wang

Managing Director and Head of Investment Research
Clarion Partners

Sean Egan

Managing Director
Egan-Jones Ratings Company

Jillian Mariutti

JCRA Financial LLC

Jeff Carswell

Partner, Capital Markets
The Shidler Group
12:15 PM Eastern Time
Bridge Loans
  • In a crowded market, how are you differentiating your bridge lending program from the competition? Do borrowers have their ‘pick of the crop’? Which borrower/deal types are still facing a challenge in securing bridge financing?
  • Is the bridge lending market saturated or is there still room for new providers? What innovation is the market seeing? Any notable changes in deal structure? Key market trends? What can this market expect in 2017? Are you expecting to reap the benefits of the Wall of Maturities?
  • With interest rate hikes expected, how are you approaching interest rate risk mitigation in your financing strategies? How are you underwriting at this point in the cycle?
  • Who are your sources of capital and what is their risk appetite? What are your/your investors’ preferred asset classes/geos/deal size. What will you not touch? To what degree are defaults a concern today? What protections do you put in place?

Steven Coury

White and Williams LLP

Randy Reiff

Chief Executive Officer & Chief Investment Officer
Allegiant Real Estate Capital

Dennis Russo

Chair of New York Real Estate

Kunle Shoyombo

Basis investment Group

Aaron Casden

Managing Director
Benefit Street Partners

Yaniv Blumenfeld

Managing Partner
Glacier Global Partners

Dennis Schuh

Chief Originations Officer
Starwood Property Trust
1:15 PM Eastern Time
2:15 PM Eastern Time
Borrower Perspective


  • What are you buying/developing and why?
  • How are you capitalizing these transactions from both a debt/equity perspective?
  • Are you using preferred equity and/or mezzanine/sub debt in your deals?
  • How is the capital raising environment?
  • How are you approaching interest rate risk mitigation in your financing strategies?
  • Are you seeing any notable CRE market trends?


Mukang Cho

CEO & Managing Principal
Morning Calm Management

Vik Uppal

Head of Real Estate
Axar Capital Management

Charles Agus

Senior Vice President
Benedict Realty Group

Matthew Gillio

CEO & President
Gillio Development, Inc.

Jim Traynor

VP, Acquisitions
L&L Holding Company, LLC

David Schore

Mark Holdings LLC
3:00 PM Eastern Time
Construction Mezz & ‘Hard to Get’ Loans: What Does it Take for Borrowers to Seal the Deal?
  • How are construction mezz loans now being structured? How much $ are borrowers having to put in? What types of development are being favored? In what locations? Is preferred equity the go-to structure for non-cash flowing assets today?
  • What are the workout considerations and the inter-creditor issues for mezz construction deals/loans? What is the latest in protection in the case of a default?
  • Which banks are doing construction mezz today? How has the landscape changed? Are construction deals being repriced?
  • How big an opportunity is construction mezz in the current climate for non-bank lenders? Who are the new entrants in this market and how do they compare? Can we expect more brand-name developers to branch into construction mezz loans? Do such developers offer any advantages/disadvantages over other construction mezz lender types for borrowers?
  • Long-term (7-10 year) mezz loans: Who is offering this? What are typical deal terms/structures? What does it take for borrowers to secure? Will we see more such loans?

Daniel C. Reynolds

Cleary Gottlieb Steen & Hamilton LLP

Timothy McGuire

Senior Vice President
Brookfield Asset Management

Paul Mullaney

Managing Director
CarVal Investors

Adi Chugh

Founder & Managing Partner
Maverick Commercial Properties

Jason Bordenick

Managing Director
NorthStar Realty Finance Corp.

Harry Almquist

Valyrian Capital
3:45 PM Eastern Time
Afternoon Refreshment & Networking Break Courtesy of

4:00 PM Eastern Time
Assessing & Addressing the Legal Ramifications of Investing in a Mezzanine Finance Structure Vs. a Preferred Equity Structure

The preferred equity structure is becoming increasingly attractive to investors, but little attention is paid to what would happen if the investment/project ran in to financial trouble. Preferred equity investments share many of the same issues and pitfalls as mezzanine ones, but as they come in a variety of ‘shapes and sizes’ there is no overarching solution open to lenders or borrowers. In this panel we compare and contrast the challenges of mezzanine and preferred equity structures for both borrowers and lenders and, in doing so, outline attempts to address these issues.

Gary Zimmerman

SVP & Manager
UCCPlus - Fidelity National Title Group

Robert Masters

Legal Consultant
Acadia Realty Trust

Jason Barnett

Vice Chairman and General Counsel
RXR Realty

Stephen Duncan

Principal and Vice President of Capital Markets
Singerman Real Estate

Gregory Nero

EVP & General Counsel
Sterling Equities
4:45 PM Eastern Time
Financing for CRE Deals Under $50M: What Are the Options, How Do They Compare & How to Access?

The focus on small cap equity funds from traditional lenders, as well as some of the newer market entrants, is still lacking in the marketplace. In this session we explore how to source, and what it takes to secure, mezz financing for CRE deals (acquisitions, new development and refinancings) between $1M-$50M. We also examine and compare alternative debt options for such deals: EB-5, Crowdfunding, Reg A+, family offices, foreign capital. In doing so we address debt provider hot buttons; typical costs, fees, timeframes, structures and when one capital source may make sense over another for any given deal.

Paul Murad

Metroplex Realty

Jay Caplan

Managing Director
Envisage Companies

Lawrence Schwartz

Harbor Real Estate, LLC

Michael Sanchez

Managing Director

Angelo Stambules

AVS Hotel Capital

Evan Seiden

Chief Executive Officer
Summit Equities LLC
5:30 PM Eastern Time
Networking Reception
6:30 PM Eastern Time
Close of IMN’s Borrower & Investor Forum on Real Estate Mezzanine Financing & Subordinated Debt
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1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for Borrower & Investor Forum on Real Estate Mezzanine Financing & Subordinated Debt


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Information Management Network - Privacy Notice

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This Privacy Notice was updated on 23 May 2018

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    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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