A Look at the 2023 CLRM Agenda

Monday, March 27, 2023 – 

6:00 PM – 8:00 PM Networking and Dinner
Hotel Monteleone – Riverview Room

Tuesday, March 28, 2023 – 

7:00 AM – 8:00 AM – Breakfast – Royal Room

8:15 AM – Meeting Opens – Queen Anne Ballroom
Bill Tryon
, Chief Strategy Officer – Principal, Partner ESI

8:30 AM – Economic Update
An overview of economic expectations for 2023 and 2024, along with his perspective on the impact of interest rates, investments, and portfolio performance.
John Norris, Managing Director, Oakworth Capital

9:30 AM Building a Stronger New Orleans
Natural disasters in New Orleans have made investment challenging, but the community has taken steps to reduce the impacts of future events. A team of local developers will discuss changes underway that will reduce the likelihood of significant impacts on properties and neighborhoods.
Jacquelyn Dadakis, President and CEO, Green Coast Enterprises and Angela O’Byrne, President, Perez, APC

10:15 AM – Networking Break

10:30 AM – Market Overview
Industry leaders will provide an overview of what they’re seeing in the market; transaction volume, loan performance, common problems, and more.
Bill Tryon, Chief Strategy Officer – Principal, Partner ESI (Moderator); Casey Hutchins, Head of Construction, Live Oak Bank; Steve Oehlrich, Construction Manager, Citi; Larry Dalton, Senior Vice President, Western Alliance Bank Franchise Hotel; Morris McDaniel, Senior Vice President, Wells Fargo; Jeremy Glassman, Managing Director, Lument; Justin Preftakes, Managing Director, Barings, and Sanat Patel, Chief Lending Officer, AVANA Companies

11:30 AM Risk and Vulnerability: Managing Loss from Natural Disasters
The magnitude and frequency of natural disasters are on the rise, and traditional insurance products are becoming increasingly expensive. This panel will lay the groundwork for discussion during break-out sessions to explore policy development and minimize related risks.
Bill Tryon, Chief Strategy Officer – Principal, Partner ESI (Moderator); Brady Mills, Senior Technical Manager, Partner Energy and Kevin McElroy, Sr Lead Construction Consultant, VP, REVS Construction, Wells Fargo

12:00 PM Lunch Presentation – Royal Room
Our lunch presentation, Market Impacts of Increasing Interest Rates, will provide an update on CRE valuations and expectations.
Eric Enloe, Senior Managing Director, Partner Valuation Advisors

1:30 PM Is this the new normal?
Supply chain disruptions and wild cost fluctuations have impacted the way we all do business. This panel will share ideas and approaches to evaluate and minimize the resulting risks.
Bill Tryon, Chief Strategy Officer – Principal, Partner ESI (Moderator); Bob Barone, Director IAG Construction Services, Partner ESI; Harry Baulch, Construction Manager, VP, Truist; Stephen Barcus, Senior Construction Services Manager, Capital Impact Partners; Shelley Souza, Director, SBA Construction Manager /SBA Project Manager, The Bancorp, and Ryan Duff, Vice President, FHA Construction, Berkadia

2:30 PM Breakout Sessions 1

3:00 PM – Networking Break

3:15 PM Breakout Sessions 2

3:45 PM Now What: Recognizing and Fixing Broken Projects
Project delays and increasing costs have made it difficult for many construction projects to succeed. This panel will review case studies to discuss warning signs of failure as well as actions that can help bring projects back on track.
Bill Tryon, Chief Strategy Officer – Principal, Partner ESI (Moderator); James Robertson, Managing Partner, Lincoln Capital Management; Sanat Patel, Chief Lending Officer, AVANA Companies; Trey Meers, Senior Vice President – Real Estate Services, Wintrust Financial Corporation; Dave Wald, President, Wald Realty Advisors, and Alfredo Zullo, Construction Risk Management, Capital One

4:45 PM – Sessions conclude for the day

5:30 PM – Offsite Networking and Dinner:

  • 5:30 PM – 7:30 PM NOLA and Haunted History Walking Tour
  • 7:30 PM – 9:30 PM Antoine’s Dinner and Drinks
  • 10:00 PM Preservation Hall Live Jazz and Drinks

Wednesday, March 29, 2023 – 

7:30 AM – 8:30 AM – Breakfast – Royal Room

8:30 AM Regulatory Update
Joseph Hoge, OCC will summarize the OCC’s findings and concerns as a result of economic challenges and recent examination results.

9:30 AM Remote Work – Is it working?
Kelly Javier, MBA,
Marketing Director – Principal, Partner ESI; Stacy Thomson, Director – Engineering, Barings, and Trey Meers, Senior Vice President – Real Estate Services, Wintrust Financial Corporation

10:15 AM Networking Break

10:30 AM Breakout Summaries
Leaders of breakout discussions will provide a summary of recommendations and next steps for key topics.

11:15 AM Managing Uncertainty to Get Deals Done 
This panel of industry veterans will discuss approaches to reduce risks to support financing for sound projects in uncertain times.
Bill Tryon, Chief Strategy Officer – Principal, Partner ESI (Moderator); Larry Dalton, Senior Vice President, Western Alliance Bank Franchise Hotel; Frank He, Managing Director, Partner, Parkview Financial, and Justin Preftakes, Managing Director, Barings

12:30 PM – Roundtable Concludes, Boxed Lunches

Optional Activities:
2:30 PM – NOLA Mixology 


Offsite Stored Materials Don Ohle, Director of Engineering, Barings
Stored Materials and Deposits Brooke Bright, Assistant Director of Construction Risk Management, U.S. Bank CDC
GC Risk Management from Underwriting Through Project Closeout Alex Jurgenson , AVP, Western Alliance Bank
Developing Skill Sets in New Hires Robert Biggs, Senior Vice President, Wells Fargo Bank
Developing Info to Take Over Troubled Projects Justin Preftakes, Managing Director, Barings
Robert Barone, Director IAG Construction Services, Partner ESI
Tax Credit Financing and Investment Drew McCreery, Managing Director, Partner ESI
Process Improvement: Preparing for the Next Sprint Ryan Duff, Vice President, Construction, Berkadia
Supply Chain Delays and Project Impacts Rene Coronado, Assistant Vice President, FHA Construction, Berkadia
SBA/Credit Union Focus Group Patrick Rabalais, SVP, Lincoln Capital
Joey Bonin, Principal, Partner ESI
Insurance Jeff Dodt, Construction Administration Manager, Truist Bank
Policy Development Roundtable: Property Resilience Assessment and ESG Bill Tryon, Chief Strategy Officer, Partner ESI
Changing Face of Real Estate Due to Remote Work Kelly Javier, Marketing Director, Partner ESI

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