10th Real Estate Mezzanine Financing Summit

July 9th, 2020 | New York

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About The Conference

Hear leading senior-level industry experts address the key challenges that the U.S. real estate mezzanine financing industry is facing amidst the current global pandemic. COVID-19 is impacting deal flow, capital stacks, and closings and with the future of valuations uncertain, leverage has also shifted. With the increased likelihood of distressed situations and foreclosures, borrowers and lenders are being compelled to work together on loan modifications and remedies. National and international political shifts will also have huge implications for the market. Some of the impacts may be temporary while others may reflect longer term or permanent changes.

 

Key Topics Covered

 

 

Network With Leading

Join us for this in-depth interactive live discussion, that will bring together an online community who will explore the ramifications of the COVID-19 pandemic for mezzanine lenders and borrowers. The event brings both lenders and borrowers together to delve into COVID-19 recovery plans, how things will continue to evolve over time, and what future opportunities might look like. You’ll join senior-level representatives from real estate mezzanine and senior lenders, private debt funds, credit funds, owners and developers, mortgage REITs, pension funds and endowments, sovereign wealth funds, private equity firms, and investment banks as we discuss these very pertinent issues.

9:45 am - LOAN ORIGINATION AND STRUCTURING: MEZZANINE FINANCING TRENDS
  • Current state of the market and underlying competitive landscape impacting mezzanine loan origination
  • Discussion on current loan structures
  • How are rising interest rates affecting market players?
  • Which markets and sectors are providing the most upside?
  • Preparing additional necessary documentation to navigate intercreditor agreements
Jason D. Hernandez

Jason D. Hernandez

Managing Director - Head of Originations

NUVEEN ESTATE

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Peter Smith

Peter Smith

Managing Director and Head of Originations

TPG REAL ESTATE

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Aaron Krawitz

Aaron Krawitz

President

DWIGHT CAPITAL

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Jonathan Snider

Jonathan Snider

Senior Vice President

SHERWOOD EQUITIES

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Tim Davis

Tim Davis

Partner

WHITE AND WILLIAMS LLP

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11:00 am - WORKOUTS IN AN ENVIRONMENT NO ONE SAW COMING
  • Default/Anticipated Default
  • Pre-Workout Diligence
  • Formulation of a plan
  • Structuring a work-out
Dan Hartman

Dan Hartman

Managing Director

TERRA CAPITAL PARTNERS

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Jessica Bailey

Jessica Bailey

CEO & Co-Founder

GREENWORKS LENDING

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John Randall

John Randall

Partner

PCCP

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Michael Eglit

Michael Eglit

Managing Director

BLACKSTONE

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Nicholas Hoffman

Moderator:

Nicholas Hoffman

Partner

HAYNES AND BOONE

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11:45 am - CAPITAL RAISING AND FINANCING – CHALLENGES AND OPPORTUNITIES IN THE MEZZANINE MARKET
  • What are the current challenges that managers and investors run into?
  • What are the potential benefits and risks of investing in mezzanine debt in the current economy?
  • Understanding the different ways to invest in mezzanine debt and determining the best fit
  • The rise in foreign investment into the US and its impact on capital chasing fewer deals
  • Regulatory and compliance issues to consider when raising capital and dividing risk in the capital stack
Daniel Jacobson

Daniel Jacobson

Vice President, Direct Investment Group, Structured Investments

AEW CAPITAL MANAGEMENT

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Douglas Lyons

Douglas Lyons

Managing Principal, Portfolio Management & Capital Markets

PEARLMARK

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Jeremy Burton

Jeremy Burton

Director

CALMWATER CAPITAL

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1:00 pm - IN THE WAKE OF THE BLACK SWAN:  THE IMPACT OF COVID-19 ON THE LENDING MARKET
  • The effect on loan origination decisions, including regarding asset Aclasses (office, retail, multifamily, industrial, biotech, entertainment), geography (primary, secondary, tertiary markets) and loan types (stabilized, value add, construction loans)  
  • Concerns about de-densification (flight from urban areas).  Has NYC further lost its luster?  
  • How are loan terms changing (economic and otherwise)? 
  • Are lenders extending and pretending?  Are they hesitant to exercise remedies because they do not want to own the underlying asset? 
  • Competition from other lenders including alternative lenders, and how lenders are differentiating themselves.  How is fundraising going?
Alan Todd

Alan Todd

Managing Director/ Head of CMBS Strategy

MERRILL LYNCH

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Brad Bloom

Brad Bloom

Managing Director

CITIGROUP GLOBAL MARKETS

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Shaunak Tanna

Shaunak Tanna

Head of Structured Investments

BASIS INVESTMENT GROUP, LLC

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Dan Cooperman

Dan Cooperman

Chief Originations Officer

TERRA CAPITAL PARTNERS

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Daniel Ross Berman

Moderator:

Daniel Ross Berman

Partner

KRAMER LEVIN

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2:00 pm - ROUNDTABLE DISCUSSIONS

These sessions will provide you with a unique opportunity to discuss the most pertinent business trends in the real estate mezzanine finance industry with your peers. These sessions are designed to allow you to share your expertise with a small, intimate group of attendees, and directly interact with experts leading the sector. Choose between one of the following roundtable discussions:

Roundtable 1

LENDERS’ ROUNDTABLE

  • How have mezzanine and bridge lenders taken advantage of banks exiting the market?
  • Is it likely that banks will re-enter the market?
  • What alternative lending sources are out there?
  • What types of projects are lenders funding?
  • How have rising costs, labor issues and increasing interest rates impacted these players?

Roundtable 2

BORROWERS’ ROUNDTABLE

  • Which markets and what deal types are borrowers pursuing?
  • What is the availability of capital (both debt and equity) in the current market?
  • Who is financing the deals?  Banks, insurance companies, CMBS, debt funds or other specialty finance companies?
  • What projects are borrowers looking to finance with mezzanine and other subordinated debt?
  • What market factors are keeping borrowers up at night?
3:00 pm - CLOSED DOOR INVESTOR DISCUSSION: WHERE IS MEZZANINE HEADED? KEY CONSIDERATIONS FOR 2021
  • Where are the opportunities for the year ahead? Forecasted trends in property supply and demand by geography and sector
  • Trends in distressed loans/debt – where are the challenges and opportunities?
  • Analysis of the legal landscape – what borrowers and lenders need to know
  • Will mezzanine volume and lender appetite pick up during a market correction? What are the risks to pre-empt in a further down cycle?
  • Leveraging future opportunities with well-capitalized operators and understanding key negotiation points
  • Technology and other key market disruptors making the market more efficient
Alex Henderson

Alex Henderson

Senior Vice President Co-Investment

GROSVENOR AMERICAS

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Kelly Gebert

Kelly Gebert

Director of Acquisitions

TRIANGLE CAPITAL GROUP

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Speakers

Dan Cooperman

Dan Cooperman

Chief Originations Officer

TERRA CAPITAL PARTNERS

Dan Cooperman is Chief Originations Officer responsible for transaction origination. Mr. Cooperman has over 20

View More

Alan Todd

Alan Todd

Managing Director/ Head of CMBS Strategy

MERRILL LYNCH

Alan Todd is head of U.S. Commercial Mortgage Backed Securities (CMBS) Research. In this role, he is responsible

View More

Brad Bloom

Brad Bloom

Managing Director

CITIGROUP GLOBAL MARKETS

Brad Bloom is a Director in the Commercial Real Estate Finance Group at Citi, where he is actively involved in

View More

Jessica Bailey

Jessica Bailey

CEO & Co-Founder

GREENWORKS LENDING

Jessica Bailey co-founded Greenworks Lending, LLC (GWL) in 2015 with the goal of accelerating Property Assessed

View More

Dan Hartman

Dan Hartman

Managing Director

TERRA CAPITAL PARTNERS

Dan Hartman has over 25 years of commercial real estate experience investing throughout the capital stack. At

View More

Daniel Jacobson

Daniel Jacobson

Vice President, Direct Investment Group, Structured Investments

AEW CAPITAL MANAGEMENT

Dan Jacobson joined AEW in 2013 to specialize in high yield debt and preferred equity investments for the firm’s

View More

Douglas Lyons

Douglas Lyons

Managing Principal, Portfolio Management & Capital Markets

PEARLMARK

Doug Lyons is a Managing Principal of Pearlmark, with responsibility for the firm's capital markets and debt

View More

Jason D. Hernandez

Jason D. Hernandez

Managing Director - Head of Originations

NUVEEN ESTATE

Jason leads the originations platform in the Americas for Nuveen Real Estate and is focused on further expanding

View More

Jeremy Burton

Jeremy Burton

Director

CALMWATER CAPITAL

Jeremy Burton is responsible for the sourcing, underwriting, and execution of loan opportunities.

Prior to

View More

John Randall

John Randall

Partner

PCCP

John is a Partner in PCCP’s New York office and is the Assistant Portfolio Manager for an open-ended debt

View More

Michael Eglit

Michael Eglit

Managing Director

BLACKSTONE

Michael Eglitis a Managing Director in Blackstone’s Real Estate Debt Strategies (“BREDS”) group and is based

View More

Peter Smith

Peter Smith

Managing Director and Head of Originations

TPG REAL ESTATE

Peter Smith has served as our vice president and our Manager’s head of originations since November 2016. Mr.

View More

Shaunak Tanna

Shaunak Tanna

Head of Structured Investments

BASIS INVESTMENT GROUP, LLC

Mr. Tanna is head of Basis’ structured investment team.  Prior to joining Basis Investment Group, Mr. Tanna was

View More

Daniel Ross Berman

Daniel Ross Berman

Partner

KRAMER LEVIN

Daniel Ross Berman counsels and represents investors, developers, operators and financial institutions in a range

View More

Krystyna M. Blakeslee

Krystyna M. Blakeslee

Partner

DECHERT

Krystyna M. Blakeslee is a partner in Dechert’s finance and real estate group. Ms. Blakeslee focuses her

View More

Nicholas Hoffman

Nicholas Hoffman

Partner

HAYNES AND BOONE

Nick Hoffman is a partner in the Real Estate Practice Group in the New York office of Haynes and Boone. Nick

View More

Tim Davis

Tim Davis

Partner

WHITE AND WILLIAMS LLP

Tim Davis is a Partner and Co-Chair of the Real Estate and Finance Groups at White and Williams LLP. He is also a

View More

Alex Henderson

Alex Henderson

Senior Vice President Co-Investment

GROSVENOR AMERICAS

Joining Grosvenor in the UK in 2007, Alex took on his current role in 2019 and is responsible for our

View More

Jonathan Snider

Jonathan Snider

Senior Vice President

SHERWOOD EQUITIES

Jonathan Snider joined Sherwood Equities in 2016. He graduated from Vanderbilt University and received his MBA

View More

Aaron Krawitz

Aaron Krawitz

President

DWIGHT CAPITAL

Aaron Krawitz is the President of Dwight Capital.

Prior to joining Dwight Capital, he was in private practice

View More

Kelly Gebert

Kelly Gebert

Director of Acquisitions

TRIANGLE CAPITAL GROUP

View More

LUNCHEON WORKSHOP

EVALUATING THE CONTINUED RISE OF CRE CLOS IN A GROWING DEBT MARKET

Thursday May 7, 2020 | 12:45 pm to 1:45 pm

Alongside the networking luncheon, the event will be holding an interactive luncheon workshop to allow you to drill deep into a specific issue, network with executives facing similar challenges and connect with industry experts. (Pre-registration is required to attend this session)

  • The impact of the rise of debt funds on the mezzanine loan market (pricing structuring and leverage)
  • What is expected in terms of issuance trends in 2021?
  • What type of bridge loans and collateral are going into CRE CLOs?
  • How do rising interest rates affect the appeal of this funding mechanism for borrowers?
  • Legal considerations and strategies to maintain compliance

Sponsors

Media Partners

  • Register by

    Conference Only

    Luncheon Workshop

    Full Conference and Workshop

    Service Providers

  • March 10, 2020

    $999

    $299

    $1,195

    $2,495

  • April 6, 2020

    $1,199

    $349

    $1,295

    $2,495

  • April 20, 2020

    $1,299

    $379

    $1,395

    $2,495

  • May 7, 2020

    $1,399

    $399

    $1,495

    $2,495

Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
New York, NY New York, NY

New York, NY

New York, NY

 

 

We are pleased to be hosting the upcoming Summit in New York.  Venue details will be announced shortly.

 

Guests are welcome to secure accommodations at the Park Lane Hotel, located in the vicinity of the event. To book a reservation via telephone at The Park Lane, please call 866-831-7211 & request that your reservations agent apply the iGlobal Forum Corporate Rate, or visit our personalized weblink for a 15% discount.

 

Dan Cooperman

Dan Cooperman

Chief Originations Officer

TERRA CAPITAL PARTNERS

Dan Cooperman is Chief Originations Officer responsible for transaction origination. Mr. Cooperman has over 20 years’

View More

Alan Todd

Alan Todd

Managing Director/ Head of CMBS Strategy

MERRILL LYNCH

Alan Todd is head of U.S. Commercial Mortgage Backed Securities (CMBS) Research. In this role, he is responsible for

View More

Brad Bloom

Brad Bloom

Managing Director

CITIGROUP GLOBAL MARKETS

Brad Bloom is a Director in the Commercial Real Estate Finance Group at Citi, where he is actively involved in both the

View More

Jessica Bailey

Jessica Bailey

CEO & Co-Founder

GREENWORKS LENDING

Jessica Bailey co-founded Greenworks Lending, LLC (GWL) in 2015 with the goal of accelerating Property Assessed Clean

View More

Dan Hartman

Dan Hartman

Managing Director

TERRA CAPITAL PARTNERS

Dan Hartman has over 25 years of commercial real estate experience investing throughout the capital stack. At Terra

View More

Daniel Jacobson

Daniel Jacobson

Vice President, Direct Investment Group, Structured Investments

AEW CAPITAL MANAGEMENT

Dan Jacobson joined AEW in 2013 to specialize in high yield debt and preferred equity investments for the firm’s

View More

Douglas Lyons

Douglas Lyons

Managing Principal, Portfolio Management & Capital Markets

PEARLMARK

Doug Lyons is a Managing Principal of Pearlmark, with responsibility for the firm's capital markets and debt investment

View More

Jason D. Hernandez

Jason D. Hernandez

Managing Director - Head of Originations

NUVEEN ESTATE

Jason leads the originations platform in the Americas for Nuveen Real Estate and is focused on further expanding the

View More

Jeremy Burton

Jeremy Burton

Director

CALMWATER CAPITAL

Jeremy Burton is responsible for the sourcing, underwriting, and execution of loan opportunities.

Prior to joining

View More

John Randall

John Randall

Partner

PCCP

John is a Partner in PCCP’s New York office and is the Assistant Portfolio Manager for an open-ended debt vehicle.

View More

Michael Eglit

Michael Eglit

Managing Director

BLACKSTONE

Michael Eglitis a Managing Director in Blackstone’s Real Estate Debt Strategies (“BREDS”) group and is based in

View More

Peter Smith

Peter Smith

Managing Director and Head of Originations

TPG REAL ESTATE

Peter Smith has served as our vice president and our Manager’s head of originations since November 2016. Mr. Smith is

View More

Shaunak Tanna

Shaunak Tanna

Head of Structured Investments

BASIS INVESTMENT GROUP, LLC

Mr. Tanna is head of Basis’ structured investment team.  Prior to joining Basis Investment Group, Mr. Tanna was Vice

View More

Daniel Ross Berman

Daniel Ross Berman

Partner

KRAMER LEVIN

Daniel Ross Berman counsels and represents investors, developers, operators and financial institutions in a range of

View More

Krystyna M. Blakeslee

Krystyna M. Blakeslee

Partner

DECHERT

Krystyna M. Blakeslee is a partner in Dechert’s finance and real estate group. Ms. Blakeslee focuses her practice in

View More

Nicholas Hoffman

Nicholas Hoffman

Partner

HAYNES AND BOONE

Nick Hoffman is a partner in the Real Estate Practice Group in the New York office of Haynes and Boone. Nick regularly

View More

Tim Davis

Tim Davis

Partner

WHITE AND WILLIAMS LLP

Tim Davis is a Partner and Co-Chair of the Real Estate and Finance Groups at White and Williams LLP. He is also a

View More

Alex Henderson

Alex Henderson

Senior Vice President Co-Investment

GROSVENOR AMERICAS

Joining Grosvenor in the UK in 2007, Alex took on his current role in 2019 and is responsible for our Co-Investment

View More

Jonathan Snider

Jonathan Snider

Senior Vice President

SHERWOOD EQUITIES

Jonathan Snider joined Sherwood Equities in 2016. He graduated from Vanderbilt University and received his MBA from

View More

Aaron Krawitz

Aaron Krawitz

President

DWIGHT CAPITAL

Aaron Krawitz is the President of Dwight Capital.

Prior to joining Dwight Capital, he was in private practice with

View More

Kelly Gebert

Kelly Gebert

Director of Acquisitions

TRIANGLE CAPITAL GROUP

View More

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