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8:00 AM
Registration....Breakfast
4:37 PM
Welcome from IMN and Chairperson’s Opening Remarks

Jeff Meyers

President
Zonda | Metrostudy
9:00 AM
Land & Homebuilding Market Update & Macro-Economic Outlook
* How does confidence within the land/homebuilding markets compare to this time last year? What is impacting this? * How will the end of Quantitative Easing impact market confidence? What else can we expect from the Treasury through the rest of the Obama Administration that will affect this market sector? * What will be the impact of rising interest rates on spreads? On finance? * How have fundamentals moved and what is the outlook for the affordability index (rent vs. buy); home mortgage availability/approval, etc.? * Where are land/homebuilding transaction volumes; land/residential asset values and demand vs. supply; cap rates; land/homebuilding finance levels; default rates; vacancy/occupancy rates; building supplies and labor costs? * What is driving the current deployment of capital? Where is debt/equity finance coming from? * An update on the key markets (geos): Where is there volatility? What markets are underserved/over-saturated? * What is the outlook for the single family rental market? How will changes in demographics impact the residential market sector? Is the average house size getting bigger? Square footage trends and their implications *

Richard Gollis

Principal
The Concord Group, LLC

Blake Whitney Thompson

Managing Director
Black Orchid Equity, LLC

Art Falcone

CEO
Encore Capital Management

David Cobb

Regional Director
Metrostudy | A Hanley Wood Company

Rodney Montag

CEO & Managing Partner
RAM Real Estate Capital

Ed Steffelin

President and SVP
GS Partners/STAC/Balcar
10:00 AM
Private Equity Plenary: Where Are the Best Upcoming Investment Opportunities for Land/Homebuilding?
* How are you currently viewing homebuilding/land investment? Why continue in this space? Are you making any major changes to strategy? If so, what and why? What returns are you chasing/seeing? * Where in the cycle is the industry? Where is land value going? Where are the best opportunities in the investment food chain? What factors will likely have the biggest impact on underwriting over the next 12-18 months? * Single family for rent; master planned communities; first-time buyers and age-specific housing, etc. - what’s attracting your interest? LP interest? In what markets is there greatest demand? Where is there saturation? What opportunities exist overseas? * How are you pricing risk today? Is your risk tolerance up or down on last year? How about that of your investors? What is LP appetite for land/homebuilding now? * Infrastructure – to build or not to build? * What do you look for in joint venture partners? What makes for a successful partnership? * Exit strategies *

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc

Tom Shapiro

President & CIO
GTIS Partners

Lynn Fontaine

Office Manager
Isles Ranch Partners

Joshua Kirkham

Senior Principal & Co-Head of North American Real Estate
Oz Real Estate

Jim McAlister

President and CEO
Rockspring Capital

W. Stephen Hagenbuckle

Founder & Managing Partner
TerraCap Management LLC
11:00 AM
Morning Networking Break Courtesy of:

4:37 PM
Private Homebuilder Perspective: New Opportunities; Accessing Capital; Maintaining Margins & Positioning for Success in an Evolving Market
* What are your views on the state of the homebuilding industry and market consolidation? Is it a case of shifting strategy or consolidate to survive? Have the ‘rules’ of homebuilding changed? If so from what to what? * Building for sale vs. building to rent * What are your goals for building in 2014-2015? Are you expanding into new markets? Where are you seeing opportunities? Where will all the finished lots come from? * Can homebuilders meet the high returns demanded by opportunistic capital? What opportunistic strategies are homebuilders now using? What IRRs are being chased/seen? * What are your strategies for minimizing the squeeze on margins at time of rising costs and capped retail prices? How to get costs down? Volume? * Competing with the public homebuilders * What does it take to raise private equity today? To attract bank finance? What do you look for in a capital provider/joint venture partner? * When your JVs with private equity partners are up in 2-3 years, what’s next? Who are the partners for 2016/2017? * EB-5 & crowdfunding * Exit strategies: The latest and greatest *

Jeff Meyers

President
Zonda | Metrostudy

Gregg Goldenberg

President and Chief Executive Officer
Acadia Homes & Neighborhoods

Tom Baum

President
Bozzuto Homes

Mark Ward

Managing Partner
ForeverHome, LLC

Vishaal Gupta

President
SunPark Development Company

Jeffrey McQueen

Executive Vice President
Shea Homes
4:37 PM
Homebuilders & Private Equity: Models for Successful Entity-Level Joint Ventures
In examining the good, the bad and the ugly of case studies of joint ventures between homebuilders and private equity, panelists representing both sides of the table walk us through the do’s and don’ts of such partnerships with a view to constructing a best practices model(s). Among the issues to be addressed:*Sourcing the ideal JV partner: Where to start? * What to look for in a partner: Key selection criteria * Steps to aligning business goals * Fully tapping your JV partner’s strengths * Communication – a two way street * Scaling up * Red flags to look for * Common areas for dispute and dispute resolution techniques * Ending the partnership: Key considerations before you pull the plug and critical steps in dissolving the JV * In summary: What is needed for a successful joint venture? *

Michael Scheinberg

Partner
Pircher, Nichols & Meeks LLP

Jack Rostetter

President
H&H Homes

Andrew Bauman

Managing Director
Morgan Stanley

Joel Kaul

Managing Director
Mountain Real Estate Capital

Jason Keller

Managing Director
Oaktree Capital Management, LP
1:00 PM
Lunch
2:00 PM
Land Financing - The Senior & Sub-Debt Provider Perspective: Working with Borrowers to Close Deals
* What is the availability of senior and sub-debt capital for this industry? Is $ running dry or will there be greater availability this year over recent years? * What banks are entering this market? Specialist debt providers? * When will banks consider un-Entitled lots? What pre-development financing is available? * What do developers/homebuilders need to do to attract senior and sub-debt finance? How can they get on your radar? What kinds of land/residential assets are you lending on and in what markets? What is your appetite for risk today? Are you considering secondary and tertiary markets? * Are deal terms becoming less restrictive? What are your credit parameters/underwriting criteria? How are you addressing a potential increase in interest rates? Are you modifying deal structures? What are your pricing levels? What is your loan volume to-date this year and how does it compare to same time last year? Are you optimistic about 2014-2015? What factors will have the biggest impact on your lending volumes this year and how? * What is the relationship between the various stakeholders in the capital stack like today? * What are the workout considerations for land and homebuilding loan deals? * CDD Bonds: What is the market like for tax exempt bonds to finance public infrastructure? * What are bondholder requirements after the turmoil in the sector from the last real estate cycle?  * What are yields? What type of leverage?

Daniel McCann

Managing Director
FBR Capital Markets & Co.

Suzanne Kelley

Chief Operating Officer
Argent Management

Jay Sakalo

Partner, Restructuring & Bankruptcy
Bilzin Sumberg Baena Price & Axelrod LLP

Jon Kessler

Executive Director
FMS Bonds, Inc

Kyle Poole

Director
Land Finance Group

Thomas Farrell

Director of Home Builder Lending
Sabal Financial Group, L.P.
4:37 PM
Land Developer Perspective: Attracting Finance & What it Takes to Close Opportunistic Deals Today
* What was your best deal of 2013? How was it structured? What did it take for you to source and win this deal over the competition? Challenges encountered? Yield expectations? * What was your worst deal of the year? What would you have done differently with hindsight? * Raw land to finished lots - what are you looking at now? In what areas? What markets are overheated? What distressed opportunities remain? How to take advantage in a highly competitive market? * How do you evaluate raw land deals? Land with zoning changes in progress? * Debt/equity: What sources of finance are you utilizing (and avoiding) for new acquisitions? Recaps? How is the capital structured? Are you seeing more favorable terms over recent years? What does it take to access capital at reasonable terms? What do you look for in a lender? In a joint venture equity partner? * What is the LTV on raw land? * Communicating with government authorities: Any tips? * Utilizing government incentives * Where do you see the greatest opportunities in land/homebuilding in the next 2-5 years? Based on what drivers? What trends are you seeing? * Exit strategies *

Jeff Meyers

President
Zonda | Metrostudy

Mark McGreevy

President
Caldera Properties

Sean Randall

COO
Venture Homes, Inc.

Clint Szubinski

Region President - Florida
Meritage Homes

William Shopoff

President
Shopoff Realty Investments L.P.

Peter Chavkin

Vice President
SunCal
4:37 PM
Afternoon Networking Break Courtesy of:

4:00 PM
Land Banking: The Latest Strategies
* What are the drivers behind land banking today especially when considering other land investment options? * What geos are particularly popular for land banking? * What are common hold periods? Return expectations? * Financing considerations * When to consider development and how much? * How to perform a cost analysis? How to fix costs, cash flows, an exit? * Learning from past success and failures: Key points for consideration *

Don Ginsburg

Senior Vice President
13th Floor Investments

Tom Kranz

Managing Member
Housing Capital Partners LLC

Neal Johnson

Managing Partner
Isles Ranch Partners

Derek Fenech

Division President
K. Hovnanian Homes

Sean Mayer

Principal
Legacy Real Estate Ventures, LLC

Arthur Nevid

Managing Director & CIO
Mountain Real Estate Capital
4:37 PM
To Buy & Develop Raw Land or to Buy Finished Lots? That is the Debate
In this session we welcome differing perspectives on the business case for developing land vs. buying finished lots. We will also look at innovative strategies developers have utilized to add value to land pre- and post-entitlement.

Stephen Rosenburgh

President & Chief Executive Officer
US Developments

Scott Thorson

President
Citizens Homes, Inc

Larry Franks

Vice President of Land
KB Home

Alan Laing

CEO
Orleans Homes

William Shopoff

President
Shopoff Realty Investments L.P.

Michael Wolf

Vice President of Land Acquisition
Kolter Homes
4:37 PM
Networking Drinks Reception Courtesy of:

4:37 PM
Day One Concludes
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Event Contacts for Real Estate Private Equity on Land & Homebuilding (East)

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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

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Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

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We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

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What Personal Data We Collect & Why

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    • 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

    Email: dataprotectionofficer@euromoneyplc.com

    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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