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Enjoy a memorable sail on scenic Narragansett Bay. The Aurora is a 101’ traditional wooden schooner originally built in 1947 in Thomaston, Maine. She was rebuilt in the 1990s in a tall ship fashion. The Adirondack II is a classic 80’ schooner. As you glide through the waves enjoy gorgeous coastline views and be awed as you glance upward at the sails billowing from 65’ masts.
Aurora – departs from a dock that is walking distance from the hotel; 2:30pm – 4:30pm Sail
Adirondack II – 2:30 departure from hotel (IMN will provide transportation); 2:45 – 4:45 Sail
• The new administration… Has the initial bullishness run its course? Has it changed the inning of the cycle we are in?
• “Creating more American jobs”-Which property sub-markets would be the winners?
• Interest rate predictions
• Oil states state
• International capital flows- Accounting for all the rhetoric-has there been a change?
• What is the black swan on the horizon?
• Have investors been asking about succession planning?
• Assault on the post-crash regulatory state-What will be the impact on real estate?
• Can there be even more debt out there?
• Comparisons with previous cycles
• Post Trump and Brexit… What have you been seeing that is different?
• Working with smaller niche managers- What are you looking for? What are the structures and waterfalls?
• What surprised you on the fundraising side?
• International clients: Has there been a change since the new administration hung out their shingle?
• Working with operators and smaller funds… Has your strategy changed?
• Any alterations on fees, promotes and waterfalls?
• What have LPs been telling you?
• The next fund-What is different?
• Come to the debt side-Is it easier raising debt vs. equity?
• Has the new administration changed your investment strategy? How?
• Fracking economies… An opportunity or an abyss?
• Are you looking for deals, improving your properties or harvesting them?
• What niche strategies are you considering?
• Cap rates and yield requirements
• Where are you looking internationally for customers and properties?
• High end condos and multifamily-Are you allocating new funds?
• What are you doing with your troubled retail properties
• Lending strategy
• Fully valued markets: Buy, hold or sell?
• Construction vs. acquisition vs. improving your existing portfolio vs. harvesting your ripened assets
Please Choose Track 'A' 'B' or 'C'
- Chinese investment trends in the US
- Who is pulling back?… Stepping up?
- New administration impact
- Foreign fund structures
- EB5… Expected changes and is the time it takes worth it?
- Non-China Asia- Is it more than the Korean insurance companies?
- Sovereign wealth fund activity
- Are foreigners starting to look outside gateway markets?
- Impact on new transparency rules on residential investments
- FIRPTA, CFIUS and PATH act and the impact of recent changes
- Managing vendors globally
• Cost and availability of capital
• Liquidity & Stability
• What are your investors interested in?
• Due diligence • Pricing… Where is the value?
• Core vs. Value-Added vs. Opportunistic
• Opportunities in urban vs. gateway urban
• On the fringe of a downtown… Where would you put your money?
Debate Moderator: Ed Kindelan, Regional Managing Partner CohnReznick LLP
Secondary:Darin Early, President Rhode Island Commerce Corporation
Dan Carter, CEO, Windmill Investments
Suburban: Brandon Huffman, Director Rubenstein Partners;
Jeff Adler, Vice President Yardi Matrix
Urban- Sunder Jambunathan, Principal Certes Partners;
Jeffrey K. Gronning, Founder and Partner Normandy Real Estate Partners
• Profiting from the “Amazoning” of the economy
• Co-living & micro apartments
• Co-working & telecommuting
• Industrial, last mile Logistics and retail 2020
• Transit-oriented communities
• Is it more cost effective to adopt the existing building to millennials or start again, ground up?
• “A” markets- Where is there value?
• Small vs. big: Is the pricing better in non-institutional markets?
• The acquisition spigot: Which sources are open? What have you been seeing off-market?
• Due diligence… What have you been taking a closer look at lately?
• Looking for deals in the foreclosure market
• Acquiring debt vs. equity
• Are you looking for larger acquisitions or smaller, more complex portfolio transactions?
• Portfolio and entity acquisitions: Have they been attractive?
• Niche asset strategies
• What is available under replacement cost?
Matthew A Pestronk
• Transitional properties
• New developments in Mezz foreclosure
• Preferred equity
• Construction and heavy redevelopment structures
• Risk-adjusted returns you shoot for
• Leverage… How high will you go?
• Buying secondary market debt
• What kind of undervalued situations do you look for?
• Capital-starved assets- When do you provide equity vs. debt?
• What is your refurbishment plan?
• Your risk/return bogeys-Have you had to adjust due to the increase in prices?
• Out-of-the box asset classes
• Finding the opportunity
• Retail transformations
• Primary vs. secondary markets
• Pricing vs. replacement cost
• What are your contingency plans?
Governor Gina M. Raimondo
• Defining the emerging manager and how to graduate to the next level
• What is your strategy? Working on your elevator pitch
• How do you capitalize the venture to attract the best team?
• Taking advantage of your experience
• Legal, regulatory and compliance considerations
• Governance, transparency & fees
• Accounting & reporting
• Back office options
• Bringing to the market
• Risk management and insurance issues
• Identifying your strengths
• Investor on-boarding
In association with:
• Drafting and negotiating agreements
• Buying/selling and other exits
• Project recaps
• Construction complexities
• Operating company hot points
• Foreign capital regulatory concerns
• Are capital partners giving more conservative terms?
• Club deals and joint venture with LPs
• Managing the risks inherent in a joint venture
• Fund structures and the impact on collateral structure
• Underwriting and credit analysis
• New fund formation & lines to new funds
• Legal and regulatory developments
• Hybrids, NAV facilities, secondaries and fund of funds financings
• Club deals and other structures
• Examining deal terms of different lenders
• Leverage on income producing assets
• Israeli bonds… Too expensive?
• Crowdfunding update… Has its time arrived?
• Private vs. traditional lender
• Evaluating ground leases emergence
• Short vs. longer-term deals; Senior vs. mezz vs. bridge structures; Construction vs. upgrading vs. acquisition loans
In association with:
• What kind of challenges are the different investor types facing?
• Comparing public vs. private pension funds
• What are fund-of-funds looking for?
• Endowment & Foundation investments and what makes them different?
• Comparing high-net-worth vs. single vs. multi-family offices
• Foreign institutional investors: How are they looking at the US?
• What kind of funds are they looking at?
• What are the differences in terms?
- Administration changes you might not be aware of
- Hot topics in structuring acquisitions and divestitures
- State tax issues –Operations and transactions
- Keeping up-to-date with cross border regulatory reform
- What you should know that is happening outside the US
- Is it time to dust off the plan to structure as a C-corp?
- Registering with the SEC and the compliance infrastructure necessary
- What legal risks are you exposed to when assisting oversea investors?
- A more efficient and effective blocker for UBTI, ECI, FIRPTA and Branch Profits Tax
• Fundamentals and valuation… Where they are; Where they are going
• Is it just the high-end or is all multifamily under pressure?
• Performance of asset class in a rising rate environment
• Bringing older properties up-to-date
• New construction and development… Is it a good time to start a new project this late in the cycle?
• Urban vs. suburban vs. rural
• Class “A” vs. “B” vs. “C” and size of unit you are targeting
• Debt & equity financing trends
• How have you been increasing NOI of your portfolio?
In association with:
• 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
• Comparing the risks of both approaches
• Defining special situations
• Why are public companies putting themselves up for sale? REIT Privatizations and other take private deals
• Do you have to look at Europe for real distress?
• Does retail under stress = broken sale/leaseback deals on the horizon?
• Are there a lot of 5 cap deals in 4 cap markets? Why?
• Specialized facilities-Looking for relative value among data centers, self-storage, medical office and biotech/lab space
• Evaluating the cannabis real estate play
• Residential alternatives- Single family rentals vs. senior/student housing vs. homebuilding
• Raw land investments vs. agriculture and forestry
• Taking over half-completed projects
Deal terms, waterfalls and cost overruns will dominate the conversation as we discuss joint venture from both the operator and equity provider perspective.
David Valger Founder & President DVO Real Estate
The Fund Capital Providers
Eric Cannon, Senior Director-Investment Group ARA | American Realty Advisors
Daniel Edrei, Managing Partner Anika Equities;
Robert Kubica, Vice President & Assistant General Counsel The Davis Companies
Arne Arnesen, Senior Managing Director Rockwood Capital
Henry Manoucheri, Chairman & CEO, Universe Holdings
The Operating Partners
Martin Bronstein, Senior Pricipal, BHW
Daniel Carter, CEO, Windmill Investments, LLC
In association with:
• Which non-traditional sources have you been tapping?
• Getting discretionary mandates- Becoming more challenging?
• Coming up short… What are your options?
• When to use an outside firm to help out
• An American in Paris… and Riyadh and Beijing: Non-US fundraising outlook for US funds
• How active are fund-of-funds?
• How successful are hybrid discretionary & perpetual life structures?
• Debt fundraising- Will it continue to outperform?
At this intimate discussion for property owners only this interactive discussion will focus on the hurdles and restrictions that come along with making this potentially monumental jump
Please Choose Track 'A' or 'B'
• How much of your time is dividing into portfolio administration vs. new manager evaluation?
• Visiting managers… What are you looking for?
• Do you prefer investing a fund or non-fund environment? Examining co-investments, separate accounts and other new structures?
• Turn and face the strain changes… What new projects are you involved in?
• What keeps you up at night?
• End of private fund, succession event and other manager changes… your decision matrix
• Portfolio allocations, risk and investment goals and what you are looking to change
• Building a relationship with a family office
• Socially-responsible real estate investing
• Tax considerations
DJ Van Keuren
W. Colin Walker
In association with:
• Disclosure standardization and transparency: Templates, terminologies and metrics
• Good and bad ways to maximize fee income in volatile times
• Property sales while retaining management
• Construction, acquisition and property management fee benchmarks
• Which fees are receiving the most backlash?
• Incentive fees- What is the reasoning, procedure and impact?
• Using multiple benchmarks
• Prefs and promotes: In vs. out-of-the money
• Perpetual life vehicles, interval funds and hybrid discretion
• Asset management spinouts
• Time to dust off your carried interest replacement plans?
• Internal partnership structures
• Applying open-ended liquidity principals to closed-end funds
• Seed funds and their structure
• Evaluating the current market for carry structures
• Sweating the deal for early investors
• What are you selling? Why?
• Controlling cost, time to dispose & re-trades
• Seller financing & property sales while retaining management
• Disposing of problem properties-What is the pricing looking like?
• Portfolio dispositions & entity sales
• Selling to international buyers: What are the additional complexities?
• Disposition of proceeds
• What kind of offers have you declined?
• What kind of outside advice do you use?
• Special considerations by asset class or market
• Why go with a private, not widely-marketed sale?
• Selling stakes vs. whole building
In association with:
• What is the role of the anchor investor?
• Most favored terms: Reality vs. requests and the impact on other investors
• Getting to the first close with/without an anchor
• Control Issues & how active a role does an anchor typically take?
• The pros and cons of having a large anchor investor
• How do other investors react knowing that an anchor investor has preferential terms?
• Sources and cost of equity and debt capital today
• Role of land prices
• Where is cost inflation going?
• Asset class specifics
• Deal terms including recourse and lending standards… New vs. emerging firms
• Lead times-Are they continuing to increase?
• Permitting time… What are you doing to speed up the process?
• Construction fees
• JV terms and conditions
• Brownfields and other tainted sites
• Selecting your development team
In association with:
• How are you capitalizing your co-investment funds?
• Point of negotiation
• How do you approach fund LPs regarding co-investments? Do you look for co-investment partners or do they look for you?
• Have you been involved in more co-investment deals lately?
• Defining exactly what is meant by priority co-investment rights
• Liquidity and exit options
• Discretion and alignment
• Comparing vs. Separate Accounts
• Longer hold times: When are you for them?
• Alignment for different structures, strategies and risk taking
• Know your partner
• What you can learn during negotiations?
• How much transparency?
• What is your decision making process?
• Fees, profits shares and skin in the game
• Role in fund governance and fiduciary duties
• Key man events
John A Hamon
GPs will present to LPs their fund strategy and terms. LPs will discuss if they are willing to invest and negotiate their terms, fees, carries, most favored nation clauses, splits, hurdles will be debated.
The Tank Leader:
James Solomon, Principal, Ravinia Capital Group
The LPs :
David Himmelreich, Treasurer, Connecticut State Investment Advisory Panel
Joseph Wilhelm Trustee Hampshire County (MA) Retirement System
James Cottage, Trustee Uniformed Professional Fire Fighters Association of Connecticut
Vaughn Brock, Investment Committee Veritas Family Partners
Robert Lee, Principal, SIG Equiity
Frank Caprio, Former State Treasurer of Rhode Island & Chair RI State Investment Commission, Treasury of RI
George Jalil, Lead Analyst, NAPA Ventures
Michele Leroy, President, CrossCon Real Assets Capital, Inc.
As the economy enters extra innings and interest rates are predicted to be rising the question is what kind of properties should you be buying?
Debate Moderator: Ron Kaplan, Partner, Commercial Real Estate-Northeast Leader CohnReznick LLP
Opportunistic: Mukang Cho, CEO & Principal Morning Calm Management
Value Added Pat Ryan, Executive Vice President-Investment Cabot Investments
Core: Howard Fields, Senior Vice President Inland Institutional Capital
Core+: Dan Rosenbloom Managing Director CADRE
Debt: Paul A. Vosper, Executive Vice President PIMCO
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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.
- 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.
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.
- 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).
- Cookies and similar technologies
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.
- 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 www.youronlinechoices.co.uk. (Please email us at firstname.lastname@example.org 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 email@example.com 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 www.allaboutcookies.org 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
- 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: firstname.lastname@example.org
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:
- rectified or amended
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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