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7:20 AM
Registration & Breakfast for Pre-Conference Small Group Meeting Attendees
7:40 AM
Going from Small to Mid-sized Player-The Necessary Preparation & Processes (Small Group Meeting Open for Apartment Owner/Operators/Investors Only)

Do you have 200-750 doors? Have you gotten through your first non-family & friends fundraise and now are thinking of organizing a fund? Are you wondering how you can improve your operations and grow? Are you ready for the next step?  This peer lead discussion, is looking for your questions and experience to participate.

Mark Tronstein

Managing Director, Real Estate
Andell Inc.

Laurence Pelosi

Restore Utah
8:00 AM
Registration & Breakfast for All Conference Attendees
8:25 AM
Multifamily Fundamentals and the Cycle in a Shifting Trump Economic & Political Environment
  •  Will the expected stimulus and looser government regulation extend the business, credit & real estate cycle?
  •  Trump tweets, corporate America listens… What is the impact?
  •  Wall of maturity: Will it affect the middle sized multifamily investor?
  •  Is there irrational exuberance in multifamily values?
  •  Future of Freddie & Fannie… Anything new?
  •  Spread compression & cap rates: How are they derived and where they are likely to go?
  •  Are rental drivers continuing to point towards increases? 
  •  Valuation of 24 hour cities vs. Opportunity of secondary markets
  •  Non-institutional markets will become so-What are the common market traits?
  •  How is the saturation of the luxury markets going to impact “B/C” properties?
  •  Co-Living and micro-apartments… Is small beautiful?

Todd Franks

Managing Director
SVN | Investment Sales Group

Robert Champion

Founder & CEO
Champion Real Estate Company

Ian Formigle

VP, Investments

Gary Carmell

CWS Capital Partners

Jim Wilson

Managing Director
JMP Asset Management
9:10 AM
Working with Institutional Capital
  •  The drop in homeownership rates was one of the contributors to the strength of multifamily during this cycle… How are you factoring that into your analysis going forward?
  •  View on urban/suburban or high-rise/garden
  •  How are you and your investors evaluating lower current-yield in exchange for potentially higher exit values?
  •  How should operators approach you?
  •  How do you evaluate operators?
  •  Deal terms on different types of multifamily properties
  •  Level of oversight on joint ventures
  •  Working with new construction projects
  •  What is your strategy? How/why do you shift among sectors?
  •  Buying developers out of deals and other underwriting exits  Do you invest in non-institutional properties

Brian Eisendrath

Vice Chairman

Matthew Levy

VP, Investments
The Laramar Group, LLC

Keith Rosenthal

President & CEO
Phoenix Realty Group

Jerry Fink

Managing Partner
The Bascom Group, LLC

Noah Hochman

Sr. Managing Director
TruAmerica Multifamily, LLC

Rodgers Harshbarger

Director, Private Investments
UNC Management Company
9:55 AM
Networking Break Courtesy of:

10:25 AM Track A
Financing & Investing in Stabilized, Cash Flowing Properties… Are they Getting to Expensive to Buy and Bankroll?
  •  How much would you pay for cash flow + appreciation?
  •  Increasing cash flow… What is in your play book?
  •  Financing products & terms, recourse, cash flow necessary and debt service coverage
  •  Cash flows of different property classes
  •  Floating vs. fixed; 3- vs. 10-year?... Where should you be?
  •  Where is your sweet spot? What is sour?
  •  Core vs. value-added markets: How do you look at stable properties in unstable markets?
  •  Maturity refinancing requests, cash-out financing terms, subordinate financing & leverage availability
  •  What kind of buildings are eligible for the Freddie Mac Small Balance program?

Kathy Fettke

Real Wealth Network

Joakim Mortensen

Chief Client Officer
CoreVest Finance

Mark Besharaty

Hunt Companies

Steve Taylor

President & Founder
Ness Holdings

Samuel Landman

Investor Relations
Universe Holdings
10:25 AM Track B
Marketing Units & Social Media for Multifamily Owner/Operators … Out of the Box Thinking

In an era where 85% of units are found on renters’ phone are you still clinging to your ‘90s methods?

  •  Distinguishing your asset from the rest- Competing with peer, new or superior properties
  •  Attracting attention on the content side-What are online “must have’s” vs. the bells and whistles
  •  Managing tenant expectations after move in, how much do online ratings and reviews matter today and
  • omparing what low ratings mean for class “C” vs. “A” properties
  •  Screening tenant tools 
  •  Marketing “A” vs “C” units
  •  Increasing conversions and evaluating investments and online marketing spend based on marketing channel performance
  •   Customer service, resident recognition/reward, and social engagement
  •  Leveraging customer data and insights
  •  The renter customer journey-Facebook presence and the sources renters use for apartment search

Doug Brien

Co-CEO & Co-Founder

Miguel Gutierrez


Demetri Themelis

Knock Rentals

Marie Murphy

Managing Partner
MJD Capital Partners

Brandon Jurkovich

VP,National Sales Manager
11:10 AM Track A
Opportunistic/Value-Added Plays- Redevelopment & Bringing Older/Vintage Properties Up to Date
  •  Managing capital expenditure ROI
  •  Finding affordable value-add plays
  •  Property management… Identifying the challenges and solutions
  •  Buying fractured condos
  •  Michael Jackson, Studio 54 and Hair Metal… ‘70s and ‘80s vintage properties
  •  Value-added renovation and amenity best practices/ROI measurement for different apartment classes
  •  Filling empty apartments
  •  Adding new sources of revenue… What are some of the ones with the most bang for the buck? 
  •  Working on the expense side
  •  When does it pay to knock it down and start all over?
  •  Financing/refinancing
  •  In-house vs. using contractors
  •  Sell vs. hold … Does this change your rehab strategy?

Merrick Lackner

Rently Keyless

Marc Venegas

ColdWater Partners

Quincy Allen

Co-Founder & Managing Partner
Arc Capital Partners

David Lichtenger

Managing Partner
Intrepid Capital Investments

Brendan Gibney

Senior Associate
Interstate Equities Corporation

Glenn Gonzales

Principal & Co-Founder
NAPA Ventures LLC
11:10 AM Track B
New Construction & Development Investment & Finance
  •  Buying land… How does that factor into the decision outside of the monetary part?
  •  How much rent can you get for a new class “A” or “B” rental?
  •  Small vs. larger construction projects
  •  Special considerations for high cost markets
  •  How much cash do you need to bring to the table for construction vs. acquisition? What are the current structures out there?
  •  Inclusionary low income housing requirements
  •  The condo vs. rental decision
  •  Have you looked in to modular? How much $$ and time does it save?

Gabe Weinert

SVP, Capital Markets
Walker & Dunlop

Elliot Chun

EVP, Head of Infrastructure
APPA Real Estate

Jay Caplan

Managing Director
Envisage Companies

Michael Fleischer

Managing Director
Real Estate Credit Solutions

Eddie Lorin

Strategic Realty Holdings LLC
12:05 PM Track A
Financing Unstabilized Properties/White Knight Funding
  • Bridge equity, debt and hard $ and loan-to-own players... What are the current terms?
  • The planned takeout
  • How do you finance the newly stabilized project?
  • Interest-only and prepayment structures
  • Mezz and preferred equity structures with or without bridge financing
  • Construction financing
  • Value-add terms 

Jason Buxbaum

Jevan Capital

Elliot Chun

EVP, Head of Infrastructure
APPA Real Estate

Sam Isaacson

Managing Director
JCR Capital

Ranajoy Sarkar

Chief Product Officer
Roc Capital Holdings

Charles Taylor

SVP, Capital Markets
The Klotz Companies
12:05 PM Track B
Tax Planning, Tax Incentives, 1031 Exchanges, IRAs & Other Tax-Advantaged Multifamily Investments in a Trump Environment
  •  The new administration… New tax developments and IRS regulations to be aware off on the horizon
  •  Cost segregation, avoiding capital gains, ordinary income, depreciation recapture, treating cash distributions, avoiding passive loss limitations, repair/rehab classification
  •  Entity structure and capital role
  •  Tax credits including affordable housing
  •  Strategies to minimize local taxes
  •  Using pre- vs. after-tax income to invest in multifamily
  •  Tax lien acquisitions
  •  Seller financing and taxable income 
  •  Refinancing tax-free
  •  Getting financing & raising equity for TICs
  •  Using 1031 proceeds and mixing with other financing
  •  Pulling equity out of a building and using proceeds to purchase additional units
  • What you need to know about and IRA-and 401(k)- owned property

Paul Murad

Metroplex Realty

Yunna Weinzerl

Tax Partner
Armanino LLP

Mark Weinstein

MJW Investments

Kathy Fettke

Real Wealth Network
12:50 PM
Luncheon Featuring Optional Geographic Roundtables
  • Arizona/Colorado/Texas
  • Northern California
  • Midwest
  • Northeast;
  • Southeast/Florida
  • Greater LA
  • Orange County
  • San Diego
2:00 PM Track A
Going Deal by Deal vs. Establishing a Fund
  •  When are you ready for a fund?
  •  Did you do a fund and discover that you rather raise funds deal by deal?
  •  Advantages and disadvantages of the deal-by-deal structure
  •  What should you look for in an LP partner?
  •  Sourcing investors and deals… Comparing institutional vs. high net worth markets
  •  Spin out fund for new venture
  •  Reporting, manager control and investor rights
  •  Economics vs. single fund
  •  Is your strength deal making or fundraising?
  •  Fees, waterfalls & other structural options

Peter Fischer

Sklar Kirsh, LLP

Aaron Gorin

Cedar Grove Capital LLC

Robert Lee

Real estate investments
Beverly Park Group - HPA

John Azar

EVP, Managing Member
MACC Venture Partners, LLC

Edward Pascual

Managing Director
Oak Pass Capital Management

John Charles Maddux

President & CEO
Sunstone Properties Trust
2:00 PM Track B
50-100 Unit Building Investments (small group meeting-open to owner/operators/investors only)

Your questions, answers and contributions are welcomed during this small group meeting focusing on issues such as finding product as reasonable prices, debt/equity finance sources and structure and making property management/operations more efficient and your buildings more profitable. 

Randy Anglin

Right Angle LLC

Michael Heckman

Director of Acquisitions
Alexander Forrest Investments, LLC
2:45 PM Track A
You Gotta Know When to Hold ‘em, Know When to Fold ‘em… The Sell vs. Hold Decision
  • What is your exit strategy when going into a deal? How often does the planned exit come to fruition?
  •  Do you hold or sell renovated deals?
  •  Appreciation, capital gains and cash flow impact on the decision
  •  Will capital gains taxes change under the new Presidential administration? Will this effect your decision?
  •  Plans for the sale proceeds?
  •  What are the factors that comprise future yield for continuing to hold?
  •  Impact of the market area

Christopher Crippen

Private Equity
Vie Management

Keith Wasserman

President & Co-Founder
Gelt, Inc.

Jon Krebbs

SVN | TJF Investments

Daniel Carter

Founder & CEO
Windmill Investments, LLC
2:45 PM Track B
21-50 Unit Building Investments (small group meeting-open to owner/operators/investors only)

Been looking for mid-sized buildings but are having trouble finding them at realistic values? Finding financing is getting too expensive to make money at the current cap rates? Tenants and toilet costs going up, up, up.  Get a handle on all of your issues and help others out in this peer-led discussion.

Adam Whitmire

Director of Acquisitions
The Whitmire Group, LLC
3:30 PM Track A
Acquisition Shark Tank

Owners are bulking up and on the hunt for portfolios of properties… This panel will feature 2 apartment deals pitched to potential buyers followed by a question and answer period for each of the transactions

Tank Leader:  Aaron Gorin, CIO, Cedar Grove Capital LLC

The Buyers:   Will evaluate their interest in the below projects, deal structure and how much they would pay.

  • Bruce Wuollet, Founder, BAKERSON, LLC
  • Edward Ryder, Senior Managing Directo, WAYPOINT RESIDENTAIL

The Sellers: Will present the following portfolios for sale.

  • Chris Manning, Managing Director, PEAK CAPITAL PARTNERS
  • Christopher Crippen, Managing Director, VIE MANAGEMENT

Aaron Gorin

Cedar Grove Capital LLC

Bruce Wuollet

Bakerson, LLC

Christopher Crippen

Private Equity
Vie Management

Ash Baraghoush

Investment Director
Hanover Financial Company

Chris Manning

Managing Director
Peak Capital Partners

Edward Ryder

Senior Managing Director
Waypoint Residential
3:30 PM Track B
Less than 20 Unit Building Investments (small group meeting-open to owner/operators/investors only)

All will ask questions and participate in this lively meeting featuring walk ups, four-, six- and eight-plexes, railroad apartments and the like as we highlight issues such as equity contribution/financing, acquisitions and management/operations unique to profitably invest in and manage.

Ned Grace

Ausmerica LLC

John Ward

Managing Partner
Turnstone Capital Management
4:15 PM
Networking Break Courtesy of:


4:40 PM
Multifamily Investments in an Inflationary Rising Interest Rate Environment… Cap Rate/Interest Rate/Inflation Rate Relationship-Part I (Research paper)

The 10-year Treasury rate-the benchmark used for multifamily borrowing-increased 65 basis points following the election due to slowly accelerating economic growth, the Fed’s rate rise and the prospect for more robust domestic output during President-elect Trump’s administration.  Now that higher rates are here, what will happen with property yields? Certainly, higher long-term interest rates have the potential to be a headwind for the industry. The overall impact, however, will depend on a variety of factors including how much and how quickly rates rise, and the performance of property fundamentals, since rent growth mitigates the impact of higher interest rates.

  •  Inflation vs. rent growth
  •  Buying homes vs. renting
  •  Cost of new construction vs. acquiring existing
  •  I can get 10% from a bank CD… What will I expect from my equity returns?


Jeff Adler

VP, Matrix
Yardi Systems
5:00 PM
Multifamily Investments in an Inflationary Rising Interest Rate Environment… Cap Rate/Interest Rate/Inflation Rate Relationship-Part 2… What Will be the Impact on your Business Plan?
  •  What kind of inflation/growth rate are you currently underwriting?
  •  What happens if inflation goes to double digits?
  •  Libor/Treasury/Fed Funds rate relationship
  •  Time to be floating or fixed? Long-term vs. short
  •  Do you leave your CapEx at acquisition amount the whole life of the property or do you reassess to keep up with inflation?
  •  Inflation expectations and rent growth
  •  Impact on acquisition price

Brian Sconyers

HB Sconyers and Company

Ben Loney

Head of Acquisitions
Castle Lanterra Properties

David Valger

DVO Real Estate

Joe Anfuso

MG Properties

Brent Rivard

Managing Director, CFO & COO
Pathfinder Partners, LLC
5:45 PM
Networking Reception
6:45 PM
Conclusion of Networking Reception and Close of Day One
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United Kingdom

Institutional Investor, Inc. Company Address:

1120 Ave of the Americas, 6th floor
New York, NY 10036

Name of the Data Controller

The Data Controllers are Euromoney Institutional Investor plc and Institutional Investor Inc.
Euromoney Institutional Investor plc is subject to the UK Data Protection Act 1998 and is registered in the UK with the Information Commissioner's Office.

Collection of Personal Data

Our primary goal in collecting personal data from you is to give you an enjoyable customised experience whilst allowing us to provide services and features that most likely meet your needs.

We collect certain personal data from you, which you give to us when using our Sites and/or registering or subscribing for our products and services. However, we also give you the option to access our Sites' home pages without subscribing or registering or disclosing your personal data.

We also collect certain personal data from other group companies to whom you have given information through their websites (including, by way of example, Euromoney Institutional Investor plc and Institutional Investor Inc, in accordance with the purposes listed below).
Please note that we do not intend to collect any personal data from children under thirteen years of age and no child under thirteen should submit any personal data to any of the Sites. Should we discover that any such personal data has been delivered to any of the Sites, we will remove that information as soon as possible.

Types of Personal Data Held and its Use

  1. Customer Services and Administration

At some Sites, Euromoney collects personal data such as your name, job title, work and/or home address, and telephone number and email address in order to register you for access to certain content and subscriptions. This information may be supplemented with demographic information from your use of our Sites such as your postal area, age, gender, purchasing preferences and interests.

At other Sites, Euromoney may only collect broad demographic information for aggregate use.

This information is used to administer and deliver to you the products and/or services you have requested, to operate our Sites efficiently and improve our service to you, and to retain records of our business transactions and communications. By using the Sites and submitting personal information through the registration process you are agreeing that we may collect, hold, process and use your information (including personal information) for the purpose of providing you with the Site services and developing our business, which shall include (without limitation) the purposes described below in paragraphs 2 and 3.

  1. Monitoring use of our Sites

Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:

    • to fulfil our obligations to you;
    • to improve the efficiency, quality and design of our Sites and services;
    • to see which articles, features and services are most read and used
    • to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
    • for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
    • for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
    • to protect or comply with our legal rights and obligations; and
    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit (Please email us at if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.


Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email:

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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