Spring Members' Meeting · Wednesday, April 29 – Thursday, April 30, 2015
Agenda
The Rittenhouse Hotel 210 West Rittenhouse Square Philadelphia, PA 19103 |
Wednesday, April 29, 2015 |
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| 6:30-7:20 pm | Dinner (Grand Ballroom) |
| 7:30-7:45 pm | Awards Recognition of student and faculty award winners |
The Inn at Penn 3600 Sansom Street Philadelphia, PA 19104 |
Wednesday, April 29, 2015 |
| 7:45-8:30 pm | Featured Speaker: Thomas J. Barrack, Jr. Founder, Chairman and Chief Executive Officer, Colony Capital, LLC "The Opportunity Today May Be in the Mortar, Not the Bricks" |
The Rittenhouse Hotel 210 West Rittenhouse Square Philadelphia, PA 19103 |
Wednesday, April 29, 2015 |
| 8:30-9:30 pm | Networking (Boathouse Row Bar) |
The Inn at Penn 3600 Sansom Street Philadelphia, PA 19104 |
Thursday, April 30, 2015 |
| 7:30-8:55 am | Executive Committee Meeting (Parkview Suite, 4th Floor) |
The Rittenhouse Hotel 210 West Rittenhouse Square Philadelphia, PA 19103 |
Thursday, April 30, 2015 |
| 8:00-9:00 am | Registration, Networking Breakfast |
| 9:00-9:10 am | Welcoming Remarks
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| 9:10-10:10 am | Panel Session 1: Wharton on the Global Economy Leading Wharton economists will discuss their forecasts for the domestic and global economies going forward, along with implications for the different property markets and sectors. How will problems in Europe and a slowdown in China affect the U.S.? What should we expect in terms of public policy, including a potential change in Federal Reserve policy to raise rates later this year? Moderator:
Panelists:
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The Inn at Penn 3600 Sansom Street Philadelphia, PA 19104 |
Thursday, April 30, 2015 |
| 10:10-10:35 am | Break |
The Rittenhouse Hotel 210 West Rittenhouse Square Philadelphia, PA 19103 |
Thursday, April 30, 2015 |
| 10:35-11:40 am | Panel Session 2: Canaries in the Mine: Are They Chirping? What Should You Be Doing Now to Prepare for a Changing Cycle? What are the red flags that alert you to the end of an upcycle? Are you seeing any yet? What can you do once you start seeing these signs? Is this a typical cycle? How do you factor in this long period of government intervention -- the net result being accessible capital at very low rates? When this ends, how does it affect real estate values? Moderator:
Panelists:
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| 11:40-12:05 pm | Break |
| 12:05-1:00 pm | Keynote Speaker: David M. Rubenstein Co-Founder and Co-Chief Executive Officer, The Carlyle Group. "Thoughts on the Private Equity Industry" |
The Inn at Penn 3600 Sansom Street Philadelphia, PA 19104 |
Thursday, April 30, 2015 |
| 1:00-1:55 pm | Lunch |
The Rittenhouse Hotel 210 West Rittenhouse Square Philadelphia, PA 19103 |
Thursday, April 30, 2015 |
| 1:55-2:50 pm | Panel Session 3: The Investment Market in Real Estate Global capital flows have impacted many real estate markets here and abroad. Changes in central bank policies around the world, as well as diverging growth opportunities across countries and markets, will affect real estate financing opportunities going forward. What changes are occurring now and what should we expect going forward? How will deal structures and parameters be affected for different types of borrowers, markets, and property sectors? Hear about this and more from our two leading global investors. Moderator:
Panelists:
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| 2:50-3:10 pm | Break |
| 3:10-4:10 pm | Panel Session 4: A Conversation with Titans Three of the giants of the industry will share their thoughts on the risks and challenges facing real estate investors today. This session will be broad ranging, covering real estate capital markets and operational issues, as well as political risk, both here and abroad. As always, we will allow time for your questions. Moderator:
Participants:
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| 4:10-4:15 pm | Closing Comments Spencer B. Haber, Chief Executive Officer, H/2 Capital Partners |
Thomas J. 
Joe
Roy Hilton
Peter
Todd
Ziel
James
Jeffrey C.
David M.
Kenneth
Brian
Eyal
Tom
Sam