Healthcare Real Estate Investment Opportunities Summit 2015

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About The Conference

iGlobal Forum is pleased to announce the upcoming Healthcare Real Estate Investment Opportunities Summit 2015, due to take place on January 8th, 2015 in New York. This one-day forum will focus on the macroeconomic trends and the effects they have had on real estate investments and developments within the healthcare sector. Changes in the healthcare policy over the last year have opened the door for healthcare reform as we have never seen before. As hospitals are now struggling to support the new need for their burgeoning insured patient population, capital from REIT and private equity investors is helping to consolidate, specialize, and develop the medical industry. These partnerships are redirecting reform within the healthcare industry over the next several years. The Healthcare Real Estate Investment Opportunities Summit 2015 will provide you with the opportunity to examine the economic background on the healthcare real estate market, assess the value of your investment in the space, and benchmark strategies for closing a deal in an overcrowded marketplace. You will also have the opportunity to network and meet face-to-face with provider care companies, healthcare REITs, medical real estate owners and investors, commercial investors and bankers, asset managers, pension funds, as well as foundations and endowments.

Key Topics Covered

  • The value of your investment in healthcare real estate – where is the money going?
  • How are medical facilities are coping with the increased number of insured patients and demand for specialized healthcare services?
  • The effect the aging population on new real estate developments: investing in senior care living facilities, memory care, post-acute care, and assisted living
  • The stability of real estate investments in a volatile market, and new opportunities in secondary and tertiary markets across the country
  • Strategies for finding capital in an increasingly competitive space
  • Healthcare industry developments in specialization and expansion into wellness

Network With Leading

  • Provider Care Companies
  • Healthcare REITs
  • Medical Real Estate Owners and Investors
  • Commercial Investors and Bankers
  • Asset Managers
  • Pension Funds
  • Foundations & Endowments
7:45 am - REGISTRATION & NETWORKING BREAKFAST
8:30 am - CHAIRPERSON WELCOME & OPENING REMARKS
8:45 am - M&A ACTIVITY IN HEALTHCARE CAPITAL MARKETS -- WHERE ARE WE GOING IN 2015?
  • Discuss the current increasing value in MOBs, and the prospects for hospital facilities as pricing becomes more competitive
  • Exploring the most effective strategies for capitalizing on debt and equity in the healthcare real estate space
  • Monetizing your non-core assets – discuss the best options of when and how to sell
  • Keeping up with changing legislation: will you need to change your strategy as legalities for healthcare real estate develop?
Jay Miele

Jay Miele

Managing Director

HAMMOND HANLON CAMP LLC

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Steve Leathers

Steve Leathers

Senior Vice President, Capital Markets

JONES LANG LASALLE

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Shane Seitz

Shane Seitz

Investment Officer

VENTAS HEALTHCARE PROPERTIES INC.

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Michael Bennett

Moderator:

Michael Bennett

Managing Director

HFF

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9:30 am - SPECIALIZING OWNERSHIP - EXPANDING OPPORTUNITIES IN HEALTHCARE REITs
  • Discuss how to reduce operational expenses for providers
  • Learn how to balance the influx in newly insured patients and increased need for outpatient services in areas previously not covered
  • Diversifying risk and revenue to expand access to capital in both primary and secondary markets
  • Assess the focus of the transaction activity, and discover where the capital from REITs is going in the healthcare market
Sharon C. Kaiser

Sharon C. Kaiser

Chief Financial Officer

SENTIO INVESTMENTS

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Chris Korsh

Chris Korsh

Senior Principal, Regional Manager in Healthcare

HOK

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Jared Morgan

Jared Morgan

Vice President - Investments

SPIRIT REALTY CAPITAL

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David Lynn

Moderator:

David Lynn

Founder & President

EVEREST HEALTHCARE PROPERTIES

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10:15 am - MORNING NETWORKING BREAK
10:45 am - MIDDLE MARKET REAL ESTATE GROWTH & CONTINUED DEVELOPMENT
  • Explore the expanding demand and new investment opportunities throughout the Midwest and the Southeast, making way for further development
  • Analyze the current healthcare design, and the changes that will soon take place with the consolidation of many healthcare real estate buildings in these middle market areas
  • Examine the development changes from the ACA, and how these will affect new healthcare developments in the middle market
  • Discuss the growing trend and demand in specialization
    • New developments in private offices and medical administrative buildings
Jecoah Byrnes

Jecoah Byrnes

Vice President

EMBREE HEALTHCARE GROUP, INC.

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Andrew Lawler

Andrew Lawler

Partner, Healthcare Development

THE KEITH CORPORATION

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John Marshall

John Marshall

Vice President

DUKE REALTY

View More

William Magness

Moderator:

William Magness

Senior Principal, Regional Director

STANTEC

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11:30 am - NEW DIRECTIONS IN HEALTHCARE SPENDING: RENEWED FOCUS ON THE GROWING ELDERLY POPULATION, & CHANGING INVESTMENT OPPORTUNITIES
  • Analysis of the baby boomer generation’s health needs – where is the money going?
    • Increased healthcare spending on senior care living facilities, acute care, post-acute care, memory care, standalone emergency departments, and assisted living
    • How do you see these areas developing over the next 5 or 10 years, as the market responds to the changing demands?
  • Learn the different costs, risks and capital gains from each new investment area
  • Assess how to differentiate cap rates for separate investment types
  • Examine the newly expanded efforts in wellness, preventative care, and promoting healthy lifestyles
Jim Sherman

Jim Sherman

Senior Vice President Seniors' Housing & Long Term Care

CAPITAL ONE N. A., SPECIALTY FINANCE

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Scott White

Scott White

Executive Vice President, Investments

MAINSTREET

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Bill Colgan

Bill Colgan

Managing Partner

COMMUNITY HEALTHCARE ASSOCIATES, LLC

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Guy Leibler

Moderator:

Guy Leibler

President

SIMONE HEALTHCARE DEVELOPMENT

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12:15 pm - NETWORKING LUNCHEON
1:30 pm - ROUNDTABLE DISCUSSIONS

Choose your topic for an interactive discussion with fellow attendees on the most pressing issues facing the industry. Network at small tables and participate in lively topic conversation. This provides an excellent opportunity to meet your industry peers in a unique setting.

Roundtable 1

Finding Capital in the Healthcare Space

  • Learn the effectiveness of the new use of crowdfunding as a real estate funding source
  • Examine the effects of foreign capital investments in US healthcare real estate
  • Discuss sourcing debt in the dwindling commercial mortgage-backed securities market
  • Coping with the increase in return requirements by equity providers
Casey Moore

Casey Moore

Director

BERKELEY POINT CAPITAL

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Bonnie Burgett

Bonnie Burgett

Co-Founder

SOURCED CAPITAL

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Roundtable 2

Healthcare Trends & their Effect on the Wider Real Estate Market

  • Discover the effect the aging population has on the overall real estate market – where are the baby boomers moving?
  • Analyze the macroeconomic trends affected by the huge demographic in people over 65 now looking for apartments
  • Assess the increase in home sales while the elderly move into multi-family housing, senior facilities, and assisted living facilities
Guy Leibler

Guy Leibler

President

SIMONE HEALTHCARE DEVELOPMENT

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Deborah Glass RN BSN

Deborah Glass RN BSN

Survey Compliance Manager

CAPITAL ONE DILIGENCE & ANALYTICS

View More

2:15 pm - AFTERNOON NETWORKING BREAK
2:30 pm - DEALMAKERS SESSION: PRIVATE EQUITY INVESTMENTS IN HEALTHCARE REAL ESTATE
  • The importance of understanding your portfolio as a whole – learning the direction of the industry, and the effect this transformation has on each investment you make
  • Analyze how to secure a deal in an increasingly competitive marketplace
  • Increase in M&A activity within the healthcare sector – discover how consolidation is affecting your investments
  • Discuss the trend on physicians and hospitals liquidating assets to find capital for internal improvements
  • What property types will yield the best return on investments?
  • What are your lessons learned from prior investments? What does this suggest for the future of the market?
  • What are pros and cons of being publicly-traded vs. privately-owned?
  • Learn what to consider when analyzing a new development vs. an acquisition opportunity
  • What is the investment criteria that will drive a premium valuation?
Jesse W. Ostrow

Jesse W. Ostrow

Chief Investment Officer

MEDPROPERTIES GROUP

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Will Germain

Will Germain

Investment Officer

VENTAS, INC.

View More

Laca Wong-Hammond

Laca Wong-Hammond

Managing Director, M&A

DUFF & PHELPS

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3:15 pm - SUPPLY & DEMAND: LENDING TO NEW CONSTRUCTION & DEVELOPMENT
  • Find the demand for new buildings in the current state of healthcare real estate construction
  • Discuss the end of the year deficit facing many healthcare providers – where are they finding capital to fund new projects and handle newfound demand?
  • Analyzing the use of third party developers in financing new or planned construction projects in secondary and tertiary markets
  • Learn how specialized construction is based on the medical needs of expanding areas
    • Partnerships between physicians and providers helping to understand demand of newly insured patients
Patrick Duke

Patrick Duke

Managing Director

CBRE HEALTHCARE

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Neil Carolan

Neil Carolan

Senior Vice President, Development

RENDINA COMPANIES

View More

Hilda Flower Martin

Hilda Flower Martin

Principal

REVISTA

View More

Jeffrey Drucker

Moderator:

Jeffrey Drucker

Vice President and Studio Director, Northeast Region

ARRAY

View More

4:00 pm - CHAIRPERSON SUMMARY & NETWORKING COCKTAIL RECEPTION

Speakers

Steve Leathers

Steve Leathers

Senior Vice President, Capital Markets

JONES LANG LASALLE

Mr. Leathers serves as a Senior Vice President for Healthcare in the Capital Markets Group of Jones Lang LaSalle.

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Patrick Duke

Patrick Duke

Managing Director

CBRE HEALTHCARE

As Managing Director, Patrick’s focus is developing strategic solutions for the healthcare industry within CBRE

View More

Jeffrey Drucker

Jeffrey Drucker

Vice President and Studio Director, Northeast Region

ARRAY

Jeffrey P. Drucker, AIA is the Vice President of the Northeast Region for Array Architects a firm recognized as

View More

Jecoah Byrnes

Jecoah Byrnes

Vice President

EMBREE HEALTHCARE GROUP, INC.

Jecoah Byrnes serves as Vice President of Embree Healthcare Group and is based in Southern California. Mr. Byrnes

View More

Jay Miele

Jay Miele

Managing Director

HAMMOND HANLON CAMP LLC

Jay Miele is a Managing Director in the New York office of Hammond Hanlon Camp LLC, assisting in the firm’s real

View More

John Marshall

John Marshall

Vice President

DUKE REALTY

John Marshall helps drive the business development strategies and new client relationships throughout the United

View More

Laca Wong-Hammond

Laca Wong-Hammond

Managing Director, M&A

DUFF & PHELPS

Laca Wong-Hammond is a managing director in the firm’s Healthcare M&A Practice, specializing in real estate

View More

Michael Bennett

Michael Bennett

Managing Director

HFF

Michael Bennett is co-leader of HFF’s Healthcare Capital Markets Group. Based in Chicago Michael works on a

View More

Guy Leibler

Guy Leibler

President

SIMONE HEALTHCARE DEVELOPMENT

Guy Leibler brings extensive real estate experience and a seasoned healthcare perspective to Simone Healthcare.

View More

Casey Moore

Casey Moore

Director

BERKELEY POINT CAPITAL

Mr. Moore has joined the Seniors Housing team of Prudential Mortgage Capital Company (PMCC) as Principal. He

View More

Scott White

Scott White

Executive Vice President, Investments

MAINSTREET

With more than 15 years of Wall Street experience, Executive Vice President Scott White is responsible for capital

View More

Will Germain

Will Germain

Investment Officer

VENTAS, INC.

Will joined Ventas in 2006. Involved in over $5 billion in healthcare real estate transactions, Will is

View More

Jared Morgan

Jared Morgan

Vice President - Investments

SPIRIT REALTY CAPITAL

Mr. Morgan currently serves as Vice President of Investments for Spirit Realty Capital (SRC), a leading net leased

View More

Andrew Lawler

Andrew Lawler

Partner, Healthcare Development

THE KEITH CORPORATION

Andrew J. Lawler is a development partner at The Keith Corporation with over 25 years of experience in

View More

Chris Korsh

Chris Korsh

Senior Principal, Regional Manager in Healthcare

HOK

Mr. Korsh is a Senior Principal of HOK. He serves as a member of the Practice Leadership Team and is the New York

View More

Jesse W. Ostrow

Jesse W. Ostrow

Chief Investment Officer

MEDPROPERTIES GROUP

Mr. Ostrow is responsible for sourcing, evaluating and closing acquisition opportunities for MedProperties Group,

View More

David Lynn

David Lynn

Founder & President

EVEREST HEALTHCARE PROPERTIES

David Lynn, Ph.D., is the Founder and Chief Executive Officer of Everest Medical Core Properties, building on his

View More

Bonnie Burgett

Bonnie Burgett

Co-Founder

SOURCED CAPITAL

Bonnie Burgett is the Co-founder of Sourced Capital, a real estate investment firm recently founded to raise

View More

Bill Wiebe

Bill Wiebe

Healthcare Executive Member, First Vice President

CBRE

William Wiebe, a First Vice President at CBRE, has worked with hospital systems and physician groups for over 20

View More

Neil Carolan

Neil Carolan

Senior Vice President, Development

RENDINA COMPANIES

Neil Carolan is the Senior Vice President –Development and Leasing for Rendina Healthcare Real Estate of

View More

Shane Seitz

Shane Seitz

Investment Officer

VENTAS HEALTHCARE PROPERTIES INC.

Mr. Seitz joined Ventas, Inc., when Ventas acquired Nationwide Health Properties (NHP) in 2011. He is responsible

View More

Sharon C. Kaiser

Sharon C. Kaiser

Chief Financial Officer

SENTIO INVESTMENTS

Sharon Kaiser joined Sentio Healthcare Properties, Inc. at its inception and has been responsible for leading and

View More

Hilda Flower Martin

Hilda Flower Martin

Principal

REVISTA

As one of the founders of Revista, Hilda is responsible for overseeing data development and research for the newly

View More

Jim Sherman

Jim Sherman

Senior Vice President Seniors' Housing & Long Term Care

CAPITAL ONE N. A., SPECIALTY FINANCE

View More

William Magness

William Magness

Senior Principal, Regional Director

STANTEC

Bill has multi-disciplinary professional experience in design, construction, real estate & construction law,

View More

Bill Colgan

Bill Colgan

Managing Partner

COMMUNITY HEALTHCARE ASSOCIATES, LLC

Bill Colgan is the Managing Partner of Community Healthcare Associates, LLC (“CHA”), a healthcare real estate

View More

Deborah Glass RN BSN

Deborah Glass RN BSN

Survey Compliance Manager

CAPITAL ONE DILIGENCE & ANALYTICS

Deborah Glass RN BSN, Compliance Survey Manager at Capital One, has over 25 years in the healthcare industry.

View More

Luncheon Workshop

WELLNESS & THE IMPACT OF THE HEALTHCARE REFORM

Thursday January 8, 2015 | 12:30 pm to 1:30 pm

This interactive session will explore the effects partnerships between investors and healthcare providers will have on the healthcare system and real estate investments over the next several years. You will gain valuable insights into:

  • The paradigm shift in the healthcare system moving forward – how the healthcare reform policies and real estate developments affect the healthcare system as a whole
  • How these shifts in the healthcare sector will affect your investment
  • The value of your investment within healthcare real estate, and how this investment will pave the way for further healthcare reform
  • Projections nationwide over the next 5-10 years, and how the current real estate development within the healthcare system will affect the shifts toward wellness

You will leave this session knowing the macroeconomic developments in the healthcare space, and understanding how these developments affect your investments, and the future of healthcare reform.

Bill Wiebe

Bill Wiebe

Healthcare Executive Member, First Vice President

CBRE

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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
Park Lane Hotel Park Lane Hotel

Park Lane Hotel

36 Central Park S

New York, NY

 

(212) 371-4000

http://www.parklanenewyork.com

 

iGlobal Forum is pleased to be hosting the Summit at the luxury Park Lane Hotel in New York. Located on Central Park in the Midtown business district, the Helmsley Park Lane hotel is just steps from Fifth Avenue shopping, Broadway theaters, Museum Mile, Radio City Hall, and Lincoln Center.

 

For discounted room rates, please contact the Reservation Department at (212) 824-3147 by December 26, 2014 and mention iGlobal Forum, or on their website here: Park Lane Hotel - 1/7-1/9

Steve Leathers

Steve Leathers

Senior Vice President, Capital Markets

JONES LANG LASALLE

Mr. Leathers serves as a Senior Vice President for Healthcare in the Capital Markets Group of Jones Lang LaSalle. He

View More

Patrick Duke

Patrick Duke

Managing Director

CBRE HEALTHCARE

As Managing Director, Patrick’s focus is developing strategic solutions for the healthcare industry within CBRE

View More

Jeffrey Drucker

Jeffrey Drucker

Vice President and Studio Director, Northeast Region

ARRAY

Jeffrey P. Drucker, AIA is the Vice President of the Northeast Region for Array Architects a firm recognized as one of

View More

Jecoah Byrnes

Jecoah Byrnes

Vice President

EMBREE HEALTHCARE GROUP, INC.

Jecoah Byrnes serves as Vice President of Embree Healthcare Group and is based in Southern California. Mr. Byrnes is

View More

Jay Miele

Jay Miele

Managing Director

HAMMOND HANLON CAMP LLC

Jay Miele is a Managing Director in the New York office of Hammond Hanlon Camp LLC, assisting in the firm’s real

View More

John Marshall

John Marshall

Vice President

DUKE REALTY

John Marshall helps drive the business development strategies and new client relationships throughout the United States

View More

Laca Wong-Hammond

Laca Wong-Hammond

Managing Director, M&A

DUFF & PHELPS

Laca Wong-Hammond is a managing director in the firm’s Healthcare M&A Practice, specializing in real estate

View More

Michael Bennett

Michael Bennett

Managing Director

HFF

Michael Bennett is co-leader of HFF’s Healthcare Capital Markets Group. Based in Chicago Michael works on a national

View More

Guy Leibler

Guy Leibler

President

SIMONE HEALTHCARE DEVELOPMENT

Guy Leibler brings extensive real estate experience and a seasoned healthcare perspective to Simone Healthcare. Hired

View More

Casey Moore

Casey Moore

Director

BERKELEY POINT CAPITAL

Mr. Moore has joined the Seniors Housing team of Prudential Mortgage Capital Company (PMCC) as Principal. He focuses on

View More

Scott White

Scott White

Executive Vice President, Investments

MAINSTREET

With more than 15 years of Wall Street experience, Executive Vice President Scott White is responsible for capital

View More

Will Germain

Will Germain

Investment Officer

VENTAS, INC.

Will joined Ventas in 2006. Involved in over $5 billion in healthcare real estate transactions, Will is responsible for

View More

Jared Morgan

Jared Morgan

Vice President - Investments

SPIRIT REALTY CAPITAL

Mr. Morgan currently serves as Vice President of Investments for Spirit Realty Capital (SRC), a leading net leased

View More

Andrew Lawler

Andrew Lawler

Partner, Healthcare Development

THE KEITH CORPORATION

Andrew J. Lawler is a development partner at The Keith Corporation with over 25 years of experience in development,

View More

Chris Korsh

Chris Korsh

Senior Principal, Regional Manager in Healthcare

HOK

Mr. Korsh is a Senior Principal of HOK. He serves as a member of the Practice Leadership Team and is the New York

View More

Jesse W. Ostrow

Jesse W. Ostrow

Chief Investment Officer

MEDPROPERTIES GROUP

Mr. Ostrow is responsible for sourcing, evaluating and closing acquisition opportunities for MedProperties Group, as

View More

David Lynn

David Lynn

Founder & President

EVEREST HEALTHCARE PROPERTIES

David Lynn, Ph.D., is the Founder and Chief Executive Officer of Everest Medical Core Properties, building on his

View More

Bonnie Burgett

Bonnie Burgett

Co-Founder

SOURCED CAPITAL

Bonnie Burgett is the Co-founder of Sourced Capital, a real estate investment firm recently founded to raise capital

View More

Bill Wiebe

Bill Wiebe

Healthcare Executive Member, First Vice President

CBRE

William Wiebe, a First Vice President at CBRE, has worked with hospital systems and physician groups for over 20 years.

View More

Neil Carolan

Neil Carolan

Senior Vice President, Development

RENDINA COMPANIES

Neil Carolan is the Senior Vice President –Development and Leasing for Rendina Healthcare Real Estate of Jupiter,

View More

Shane Seitz

Shane Seitz

Investment Officer

VENTAS HEALTHCARE PROPERTIES INC.

Mr. Seitz joined Ventas, Inc., when Ventas acquired Nationwide Health Properties (NHP) in 2011. He is responsible for

View More

Sharon C. Kaiser

Sharon C. Kaiser

Chief Financial Officer

SENTIO INVESTMENTS

Sharon Kaiser joined Sentio Healthcare Properties, Inc. at its inception and has been responsible for leading and

View More

Hilda Flower Martin

Hilda Flower Martin

Principal

REVISTA

As one of the founders of Revista, Hilda is responsible for overseeing data development and research for the newly

View More

Jim Sherman

Jim Sherman

Senior Vice President Seniors' Housing & Long Term Care

CAPITAL ONE N. A., SPECIALTY FINANCE

View More

William Magness

William Magness

Senior Principal, Regional Director

STANTEC

Bill has multi-disciplinary professional experience in design, construction, real estate & construction law,

View More

Bill Colgan

Bill Colgan

Managing Partner

COMMUNITY HEALTHCARE ASSOCIATES, LLC

Bill Colgan is the Managing Partner of Community Healthcare Associates, LLC (“CHA”), a healthcare real estate

View More

Deborah Glass RN BSN

Deborah Glass RN BSN

Survey Compliance Manager

CAPITAL ONE DILIGENCE & ANALYTICS

Deborah Glass RN BSN, Compliance Survey Manager at Capital One, has over 25 years in the healthcare industry. Deborah

View More

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