Annual Meeting Agenda

Final Meeting Slide Decks:

CLRM Slide Decks – Day 1

CLRM Slide Deck – Day 2

Monday, March 28 – 

6:00 PM – 9:00 PM Networking and Dinner
The Line Hotel, Openaire Rooftop

Tuesday, March 29 – 

7:00 AM – 8:00 AM – Breakfast, Gramercy Foyer
8:00 AM – Meeting Opens, Gramercy Ballroom
8:30 AM – Economic Update
Leo Feler, Senior Economist, UCLA Anderson School of Management
The economy has become more and more difficult to predict. Leo Feler, PhD, Senior Economist at the UCLA Anderson School of Management, provides an overview of current economic trends along with expectations for inflation, supply chain disruptions and more during 2022.
9:30 AM – Risk and Return: Developing Post-Covid
David Arteaga, Managing Director – Development, Bridge Investment Group, Bob Klinger, LEED AP, Senior Vice President, National Development and Construction, Brennan Investment Group, Tim Gudim, Managing Principal, Brennan Investment Group
Understanding problems and concerns that keep developers awake at night can make it easier to evaluate risks and help get deals done. In this panel, developers provide insight on what they look for in new projects and obstacles they typically face building out sites and bringing developments to market.
10:15 AM – Networking Break
10:30 AM – Environmental and Social Governance + Resilience
Tony Liou, President, Partner Energy, Lance Collins, Director, Partner Energy, Mike Lombardo, Head of ESG Strategy, Kayne Anderson Capital Advisors
Environmental and social governance and increased property risks posed by climate change have become increasingly important to investors and property owners. This panel will provide a grounding in the basics of ESG+R and discussion of ways to evaluate site-specific risks during acquisition due diligence and subsequent planning.
11:15 AM – Construction Lending: The New Normal
Ryan Duff, VP FHA Construction, Berkadia Commercial Mortgage, Matthew Haas, SVP, KeyBank Community Development Lending, Larry Dalton, SVP, Western Alliance Bank, Shelley Souza, Director, SBA Construction Manager, The Bancorp, Frank He, Managing Director, Head of Construction, Parkview Financial, James Robertson, Managing Director, Lincoln Capital, Alec Barry, Senior Managing Director, Trez Capital
Labor shortages, supply chain disruptions, changes in travel, entertainment and shopping patterns and an increase in uncertainties can affect the way lenders think about construction risks. Underwriters, originators and risk managers in this session will share their approach to finding and evaluating projects in today’s environment.
12:00 PM – Lunch Presentation: Sofi Stadium
Rafael Sabelli, Director of Seismic Design, Walter P Moore
Rafael will be speaking about the recently completed Sofi Stadium sports complex and having created three seismically independently sound structural systems. Read about the project here.
1:15 PM – Construction Management: Making it to the Finish Line
Bob Barone, Director Construction Services, Partner ESI and Justin Preftakes, Managing Director of Construction, Barings Real Estate
Justin and Bob are in the thick of construction issues every day. Here, they’ll talk about problems and solutions for projects going on in real-time!
1:45 PM – On the Lookout – Recognizing fraud, controlling losses
Sherine Ebadi, Associate Managing Director, Kroll and Marc Goldberg, CFO, Partner ESI
Even the best project can fail when a contractor, sub or supplier tries to pull the wool over your eyes; and phishing attacks, poor security and bad habits can cost millions. Join us to learn how to avoid being ripped off.
2:15 PM – Making Tough Deals Work
Joe Derhake, CEO, Partner Engineering and Science, Inc., Jonathan Lee, Principal – Managing Director, George Smith Partners, Inc. Tom Belli, EVP, Chief Banking Officer, California First National Bank, Karen Hallock, Attorney, DLA Piper LLP
The panel will discuss tools to reduce risks in borderline transactions to get more deals done.
3:00 PM – Networking Break
3:15 PM – Constructive Dispute Resolution
Baldeep Basraon, Professor of Dispute Resolution, Pepperdine School of Law and Monique Burrola, COO, Partner ESI
We all experience disputes at work, whether with clients or colleagues. Understanding what drives disagreement can help when you need to work through tough problems. This session will blend experience and mediation techniques to provide insight into effective resolution of conflicts.
4:00 PM – Breakout Discussions
Our agenda covers a lot of questions, but it’s impossible to cover everything that’s important. In breakout sessions, you’ll have the opportunity to talk to peers about more specific problems, best practices, and solutions. it’s also a great way to meet your peers and good to know each other better.
4:45 PM – Sessions conclude for the day
5:30 PM – Offsite Networking and Dinner

Wednesday, March 30 – 

7:00 AM – 8:00 AM – Breakfast, Gramercy Foyer
8:30 AM – Sessions Resume, Gramercy Ballroom
8:45 AM – A Balance of Risks
Justin DeDerea, National Bank Examiner, Office of the Comptroller of the Currency (OCC)
Overall CRE performance continues to be a mixed picture, though construction continues to perform well. From the perspective of a bank regulator, this session will cover the key industry stressors that are prevalent in the market as well as risks on the horizon.
9:15 AM Breakout Discussions
Attendees will break into smaller groups to discuss key issues of interest to their practice.
10:00 AM – Networking Break
10:15 AM – Contracts – What’s new and what to watch out for
Lisa Glahn, Partner, Foley and Lardner
Cost escalations, delays, and supply chain disruption have led to changes in construction contracts. Every day, Lisa Glahn, a Partner at Foley & Lardner, helps owners and lenders navigate issues that can make or break construction projects. In this session, she will provide an update on key clauses of construction contracts, including materials cost and availability, force majeure, supply chain disruptions, deposits, retention and more.
11:15 AM – Breakout Summaries 
11:45 AM – Renewable Energy: What could go wrong?
Kathryn Peacock, Principal, Partner ESI, Jordan Blanchard, Executive Manager, X-Caliber Rural Capital, Gage Kellogg, Managing Director, Renewable Energy, Partner ESI, James Rector, Director of Solar Lending, SunWest Bank, David Lange, Senior Business Development Manager, Powerflex
Unique risks associated with the development of renewable energy projects can be a trap for unwary construction lenders. In this session, industry veterans will discuss problems and best practices to help projects succeed.
12:30 PM – Roundtable Concludes, Boxed Lunches
1:30 PM – Optional Activities

Discussions & Breakouts:

If you have content ideas for the 2023 meeting, monthly forum call, would like to sponsor or be added to the CLRM membership base, please  email: CLRMInfo@partneresi.com