MidWinter Housing Conference February 24-27, 2010 Park City, Utah

Size: px
Start display at page:

Download "MidWinter Housing Conference February 24-27, 2010 Park City, Utah"

Transcription

1 MidWinter Housing Conference February 24-27, 2010 Park City, Utah MidwinterConference.com

2 Welcome. The Midwinter Housing Finance Conference is an annual event that attracts top level executives, critical industry thinkers, government regulators, academics and economists for a few days of focus on our industry This year s agenda will provide you with many opportunities to hear and be heard by those on the forefront of mortgage banking. Join us to see where we are heading, and take advantage of the excellent sessions and many networking opportunities. We look forward to seeing you there! Brian Hershkowitz, Chief Executive Officer Maximum Value Group

3 2010 MidWinter Conference Event Guide Event Sponsors 2009 Yearbook Program Guide Session Details Keynote Speaker Session Panelists Lodging Information Registration and Activities

4 Event Sponsors. Thank You. We want to thank our sponsors who have helped make this event possible. For more information on our sponsors please visit With over ten years of experience, ACQURA Loan Services, provides flexible, scalable solutions to leading financial institutions seeking high-touch servicing, asset management/disposition, and debt recovery. FBR Capital Markets Corporation (NASDAQ:FBCM) is a top ten and highly ranked investment bank with one of the strongest equities distribution capabilities in the securities industry and an active asset management business. FNC Inc., delivers deep expertise in appraisal compliance, workflow best practices, and process efficiency to its lender and industry clients through their FNC s flagship products, the Collateral Management System and Collateral Headquarters. Lender Processing Services (LPS) is a leading provider of integrated technology and services to the mortgage industry. LPS offers solutions that span the mortgage continuum, including lead generation, origination, settlement, servicing, portfolio retention and default.

5 Maximum Value Group leverages 20 years of experience in the real estate and financial arenas to help leading private equity firms, institutional investors, and real estate service providers seek new business opportunities, develop profitable relationships, and keep up-to-date with the most recent trends in today s unpredictable market. Paradigm Default Services. LLC is a specialty provider of enhanced REO services for risk-holders, servicers and hedge funds. PDS focuses on optimized disposition strategies leveraging a unique, innovative market-driven process which determines the appropriate buyer proposition for each asset class United Lender Services (ULS) is one of the fastest growing national providers of residential loan services throughout the United States. Located in Pittsburgh, PA, ULS offers Appraisal, Title and Settlement Services that support all types of real estate transactions. ZC Sterling is the industry's first provider of hazard insurance outsourcing services. Since then, the organization has grown to become one of the largest hazard insurance outsourcers. ZC Sterling leads the field in providing outsourced insurance, real estate tax, and customer care solutions for the mortgage industry.

6 2009 Yearbook. Intriguing Dialogue. Relevant Information MidWinter Conference included discussions on hot industry topics. You heard from leading industry leaders, their outlook, vision, and insider strategies will be even better!

7 A Year In Review. Exciting Program. Great Social Networking. This year s unique session and social agenda provides greater interaction on critical and relevant topics. Plus, our new host resort, The St. Regis, includes a state of the art ski facility and beautiful scenery.

8 Program. MidwinterConference.com

9 Session Details. Securitization Outlook Our opening session will address the critical topic of the future of securitization. Join our panel of industry leaders as they help sort out the Fed s planned departure from the MBS marketplace, along with their vision for the future. Economics This year s economic panel brings together some leading thinkers on our current market condition. We ve brought together two highly rated returning speakers, along with a new voice that many have heard from over the years. The New Regulatory Landscape Our Washington panel this year has once again been assembled by Tom Vartanian, and will endeavor to deal with bank regulation and what the FDIC may be doing in the year ahead. Always a perennial favorite, this panel will also be joined by Dick Pratt, whose particular style adds a lot of substance to the session. Servicing Update Servicing update has industry veterans who will help us see what is going on with modifications, foreclosures, and servicing in general. In addition to our view on how things are and the latest best practices, this year s panel will also feature an amazing slice and dice of the nation s lending performance data. State of The US Mortgage Market Friday evening s panel features one of the top government officials in our industry, Dave Stevens, Assistant Secretary of HUD and FHA Commissioner. Don t expect a state of the union address, bring your questions and comments as Dave knows our industry and this event intimately. FHLB, Independent Mortgage Bankers & Community Banks Addressing the pressing question of whether there are really more than 10 players originating in our business, we will learn the issues facing the lending industry and the plans of several segments.

10 Keynote Speaker. Keynote Speaker To Be Announced January 2010

11 Session Panelists. Scott Albinson Senior Vice President JP Morgan Chase Alan Boyce Managing Director Soros Capital William Cooper Chief Executive Officer TCF Bank Glen Corso Chief Executive Officer The Warehouse Lending Project Tom Deutsch Executive Director American Securitization Forum Tom DiMercurio Chief Executive Officer Paradigm Default Doug Duncan Chief Economist Fannie Mae Anne Groschalla Executive Director Independent Community Bankers Association Ed Hjerpe President Federal Home Loan Bank of Boston Dino Kos Managing Director Portales Partners (Former EVP of Federal Reserve) James Lockhart Vice Chairman W.L. Ross (Former Director of FHFA) Kyle Lundstedt Senior Vice President LPS Applied Analytics Paul Miller Senior Vice President & Chief Analyst FBR Capital Markets Joseph Murin, Chief Executive Officer The Collingswood Group (Recent formed President of Ginnie Mae) Bill Rayburn Chairman FNC, Inc. Dick Pratt Chairman Richard T. Pratt & Associates Dave Stevens FHA Commissioner Housing & Urban Development Tom Vartanian Partner Fried, Frank, Harris, Shriver & Jacobson Todd Wallace Executive Vice President, Capital Markets Acqura Loan Services Paul Willen (Voted #1 Speaker at Midwinter 2009) Senior Economist Federal Reserve

12 Lodging Information. The St. Regis, Deer Crest Resort Captivating Slope-side Setting Ideally situated in lower Deer Valley and the private Deer Crest community, The St. Regis Deer Crest Resort pampers guests in a splendid setting with effortless access to a world of year-round outdoor sports and the vibrant town of Park City Timeless Views, Superb Comfort Guests are surrounded in plush, residential-style comfort with expansive views of the Wasatch Mountains from 181 sumptuous guest rooms, including 67 spacious suites. Enjoy private or Juliette balconies, fireplaces, and signature St. Regis Butler Service. Reservation Information Guest Room One Bedroom Suite Two Bedroom Suite Three Bedroom Suite $499 Per Night $749 Per Night $1,248 Per Night $1,747 Per Night Plus 10.2% Tax To reserve your suite, please go to midwinterconference.com or registration@midwinterconference.com

13 Registration & Activities. Families & Children Are Welcome. Spouses and significant others are welcome to all MidWinter Conference events, including receptions, breakfast, and the sessions. Please be aware that we do not provide any activities for young children, except, at the Saturday Night Reception. Winter brings exceptional ski-in, ski-out access to Deer Valley Resort as well as access to nearby snowboarding, snowmobiling, ice skating, snowshoeing, and cross country skiing. Additionally, you can provide us with your children s names, ages and genders on our registration form. Their information is included on the participant list mailed to you in January. You can use this to contact people directly if you are interested in making play arrangements together. Registration & Other Activity Fees. Event Registration $1,200 Airport Transportation Per Person Each Way $37 SUV Limo One Way $180 Ski Lift Tickets One Day $69 Two Days $127 Three Days $182 Four Days $240 Five Days $294 Six Days $345 Children s Ski Lessons Child Care Ages 3+ $177 (Includes Ski Lift) Ages 2 Months-12 Years $104 Per Day To reserve in advance, go to MidWinterConference.com or Registration@midwinterconference.com.

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future December 11, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future December 10, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 15, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

261 Gorham Road South Portland, ME Company Profile

261 Gorham Road South Portland, ME Company Profile Company Profile Preservation Management, Inc. (PMI) has been providing comprehensive residential and commercial property management services since 1990. Over the last two decades PMI has grown to manage

More information

2016 Program Details

2016 Program Details 2016 Virginia Bank Directors & Executive Management Conference Offered in Two Locations! SOUTHWEST The Inn at Virginia Tech Tuesday March 22, 2016 CENTRAL Wyndham Virginia Crossings Resort Wednesday March

More information

Banking & securities accounting and reporting update

Banking & securities accounting and reporting update Banking & securities accounting and reporting update Tuesday, May 22, 2018 Agenda Subject to change Topic Time Speaker(s) Registration/lunch 12:30 p.m. 1:00 p.m. Welcome/introduction 1:00 p.m. 1:05 p.m.

More information

Small Business Investment Companies

Small Business Investment Companies Small Business Investment Companies Small Business Investment Companies The economy depends on privately held businesses, and privately held businesses need capital to grow. The SBIC (Small Business Investment

More information

Philip N. Feder. Los Angeles. Practice Areas. Admissions. Languages. Education. Partner, Real Estate Department

Philip N. Feder. Los Angeles. Practice Areas. Admissions. Languages. Education. Partner, Real Estate Department Philip N. Feder Partner, Real Estate Department philipfeder@paulhastings.com Philip N. Feder is a partner and former chair of the Global Real Estate practice of Paul Hastings and is based in the firm s

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 17, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

CAPITAL MARKETS IN REAL ESTATE

CAPITAL MARKETS IN REAL ESTATE 49TH ANNUAL CONFERENCE ON CAPITAL MARKETS IN REAL ESTATE The Big Pivot: Real Estate Capital Markets Adapt to an Uncertain World THURSDAY, NOVEMBER 17, 2016 THE PIERRE NYC SCHACK INSTITUTE OF REAL ESTATE

More information

Location: Palm Foyer, 2 nd Level

Location: Palm Foyer, 2 nd Level MONDAY, JANUARY 28 Noon - 7:30 p.m. Registration Location: Palm Foyer, 2 nd Level 1:30-4:15 p.m. 2019 NMHC Women's Event Location: Harbor Ballroom D, 2 nd Level Open to all women registered for the NMHC

More information

Where A&D Begins. April 17-18, 2017 Austin, Texas Omni Barton Creek. EnergyCapitalConference.com. Austin, TX DON T MISS: Hosted by: Register today at

Where A&D Begins. April 17-18, 2017 Austin, Texas Omni Barton Creek. EnergyCapitalConference.com. Austin, TX DON T MISS: Hosted by: Register today at Where A&D Begins Austin, TX Hosted by: DON T MISS: Presentations from Oil and Gas Investor Excellence Award Winners n Legendary sports broadcaster Verne Lundquist to speak at Reception Dinner n 12 executive-level

More information

2018 IIF ANNUAL MEMBERSHIP MEETING

2018 IIF ANNUAL MEMBERSHIP MEETING 2018 IIF ANNUAL MEMBERSHIP MEETING October 12-13, 2018 Grand Hyatt, Bali, Indonesia PRELIMINARY AGENDA *Subject to change* FRIDAY, OCTOBER 12 8:00 am 9:00 am REGISTRATION AND CONTINENTAL BREAKFAST 9:00

More information

Q uality. Circle Presented by the Western Pennsylvania AssociaƟon of SBA Guaranteed Lenders

Q uality. Circle Presented by the Western Pennsylvania AssociaƟon of SBA Guaranteed Lenders Q uality Circle 2016 Presented by the Western Pennsylvania AssociaƟon of SBA Guaranteed Lenders May 23 24, 2016 Nemacolin Woodlands Resort Farmington, PA A C Quality Circle is back and promo ng a new format

More information

Family Office Conference

Family Office Conference FAE 2013 Conferences Third Annual Family Office Conference foundation for accounting FAE education Network with leading professionals and hear relevant, timely perspectives from renowned family office

More information

Then: Costs. Now: Processes. Next: Innovation.

Then: Costs. Now: Processes. Next: Innovation. Then: Costs Now: Processes Next: Innovation How are forest and paper companies transforming operations to take advantage of new opportunities and drive profits? Find out May 11, 2010 Then: Consolidation

More information

SOLAR. Representing clients across the renewable energy industry. Troutman Sanders LLP. troutman.com

SOLAR. Representing clients across the renewable energy industry. Troutman Sanders LLP. troutman.com SOLAR Representing clients across the renewable energy industry What clients value Troutman Sanders served as counsel to over 5600 MWs of solar projects in 2016-2017. U.S. News Best Lawyers Our innovative

More information

REGISTRATION PACKAGE

REGISTRATION PACKAGE REGISTRATION PACKAGE NAPMW Central Region Fall Education Conference Arrival: Thursday October 6, 2011 Departure: Saturday October 8, 2011 Saint Louis, MO Sheraton Westport Chalet Hotel 191 Westport Plaza,

More information

Fintech Forum Silicon Valley

Fintech Forum Silicon Valley GW Center for Law, Economics and Finance presents Fintech Forum Silicon Valley Balancing Innovation & Consumer Protection September 21, 2016 Plug and Play Tech Center, 440 N. Wolfe Rd, Sunnyvale, CA 94085

More information

Updated Conference at a Glance. Agenda. F. Scott Fitzgerald D, Pre-Conference Workshop: Data Driven Solutions for Strategic and Responsible Lending

Updated Conference at a Glance. Agenda. F. Scott Fitzgerald D, Pre-Conference Workshop: Data Driven Solutions for Strategic and Responsible Lending Updated Conference at a Glance Agenda June 22, 2011 3:00 pm -4:30 pm F. Scott Fitzgerald D, Pre-Conference Workshop: Data Driven Solutions for Strategic and Responsible Lending Speaker/Moderator Maurice

More information

Multi-Family Council - Blue

Multi-Family Council - Blue DOWNLOAD THE ULI EVENTS APP FALL MEETING Optimize your experience at ULI meetings and conferences with the free ULI Events app Plan your schedule Connect with other leaders at the Fall meeting Find nearby

More information

David served several years on the firm's Executive Committee and as one of the firm's first Co- Chairs of its Real Estate Group.

David served several years on the firm's Executive Committee and as one of the firm's first Co- Chairs of its Real Estate Group. David Abromowitz Of Counsel dabromowitz@goulstonstorrs.com Boston: +1 617 574 4016 David Abromowitz is a real estate attorney who is nationally known for his work on complex development and finance deals,

More information

2 Decades On: Perspectives from the Asian Financial Crisis: New Risks and Opportunities Take Shape.

2 Decades On: Perspectives from the Asian Financial Crisis: New Risks and Opportunities Take Shape. AGENDA 8:30AM 9:00AM 9:05AM REGISTRATION & BREAKFAST OPENING REMARKS KEYNOTE ADDRESS Asia Pacific 20 Years After the Crisis Causes and lessons learned (or not) Is Asia still the fastest growing region

More information

6 TH CHINA INVESTMENT CONFERENCE

6 TH CHINA INVESTMENT CONFERENCE 6 TH CHINA INVESTMENT CONFERENCE 207 CFA Society Beijing. All rights reserved. 2 August 207 China World Hotel Beijing, China Hosted by CFA Society Beijing SUPPORTER OPPORTUNITIES EVENT OVERVIEW Our flagship

More information

Jim Labe. The Global Leader in Venture Finance

Jim Labe. The Global Leader in Venture Finance Jim Labe CHIEF EXECUTIVE OFFICER & CO-FOUNDER Jim Labe is the Chief Executive Officer and co-founder of TriplePoint Capital. Mr. Labe is widely recognized as the pioneer of the venture leasing and lending

More information

HERSHORIN & HENRY, LLP. Thomas S. Van Contract Partner

HERSHORIN & HENRY, LLP. Thomas S. Van Contract Partner HERSHORIN & HENRY, LLP ATTORNEYS AT LAW IS PLEASED TO ANNOUNCE THAT Thomas S. Van Contract Partner HAS JOINED OUR FIRM Mr. Van has over 14 years of experience in successfully handling Business Litigation,

More information

The Complexities of Mixed Use

The Complexities of Mixed Use The Complexities of Mixed Use 2:30 pm 5:00 pm Thursday, October 15, 2015 Piper Auditorium, Gund Hall MDes Real Estate & the Built Environment Harvard University Graduate School of Design 48 Quincy Street,

More information

The Princi Group at Morgan Stanley

The Princi Group at Morgan Stanley The Princi Group at Morgan Stanley 53 State Street 39th Floor, Boston, MA 02109 617-589-3229 / MAIN 617-830-9782 / FAX www.morganstanleyfa.com/ theprincigroup peter.b.princi@morganstanley.com Our practice

More information

SPEAKERS A S H A B A N G A L O R E

SPEAKERS A S H A B A N G A L O R E SPEAKERS ASHA BANGALORE Vice President Economist Asha has been an economist with Northern Trust since 1994. Prior to joining Northern Trust, she was a consultant to savings and loan institutions and commercial

More information

CONFERENCE & BANQUET

CONFERENCE & BANQUET KEYNOTE SPEAKERS MIDWEST BUSINESS BROKERS AND INTERMEDIARIES BRUCE WERNER SENIOR EXECUTIVE, WITH A VARIETY OF SENIOR MANAGEMENT POSITIONS AT WERNER HOLDING CO. DENNIS KESSLER FORMER CO-PRESIDENT OF FEL-PRO,

More information

Communications and Marketing Committee Meeting Fall La Posada de Santa Fe Santa Fe, NM Preliminary Agenda

Communications and Marketing Committee Meeting Fall La Posada de Santa Fe Santa Fe, NM Preliminary Agenda Communications and Marketing Committee Meeting Fall La Posada de Santa Fe Santa Fe, NM Preliminary Agenda Welcome Reception: Wednesday, October 18, 2017 @ 5:00 pm Day 1: Thursday, October 19, 2017 8:00

More information

Growth and Complexity of Real Estate

Growth and Complexity of Real Estate Growth and Complexity of Real Estate Steven Littman & Jane Lyons, IRC USA - Rhodes Associates Jan. 1, 2015 There is an increasing flow of investment capital into global real estate markets, creating a

More information

The Changing Landscape of Commercial Real Estate Finance

The Changing Landscape of Commercial Real Estate Finance The Changing Landscape of Commercial Real Estate Finance How M&A and new investment trends are changing the industry GEMMA BURGESS Manging Director Ferguson Partners THE CHANGING LANDSCAPE OF COMMERCIAL

More information

Webinar: Perspectives on Board Evaluation Best Practices. March 1, 2018

Webinar: Perspectives on Board Evaluation Best Practices. March 1, 2018 Webinar: Perspectives on Board Evaluation Best Practices March 1, 2018 Webinar Housekeeping To ask a question during the webinar, please click the chat button. Questions submitted will be answered throughout

More information

Annual. Real Estate. Outlook

Annual. Real Estate. Outlook Annual Real Estate Outlook 2014 Annual Outlook 2014 Thank you for attending ULI British Columbia s premier real estate trends and forecast event of the year, featuring insights from leading experts both

More information

Homeland Security Finance Forum 2011

Homeland Security Finance Forum 2011 2011 Presented by Global Security pipeline, a division of VB/Research London New York Washington March 29, 2011 1777 F Street NW Washington, DC Our global community of investors, companies and advisers

More information

The Pulse of The Rail Industry

The Pulse of The Rail Industry Save $300 when you sign up by September 14 November 29-30, 2018 New York City The Pulse of The Rail Industry Don t miss the industry s most elite event. Secure your spot at RailTrends.com Platinum Sponsor

More information

Membership in the Real Estate Investment Society is open to:

Membership in the Real Estate Investment Society is open to: Serving the real estate investment profession in Southwest Florida since 1981 The Real Estate Investment Society (REIS) is an independent organization, dedicated to assisting members in the effective utilization

More information

Platinum Equity Tom Gores Press Package

Platinum Equity Tom Gores Press Package Platinum Equity Tom Gores Press Package Contents 2 About Platinum Equity 3 About Tom Gores 4 Frequently Asked Questions 5 Photographic Assets 6 Quotes 1 PLATINUM EQUITY JUNE 2011 About Platinum Equity

More information

Jim Labe. The Global Leader in Venture Finance

Jim Labe. The Global Leader in Venture Finance Jim Labe CHIEF EXECUTIVE OFFICER & CO-FOUNDER Jim Labe is the Chief Executive Officer and co-founder of TriplePoint Capital. Mr. Labe is widely recognized as the pioneer of the venture leasing and lending

More information

PRINCIPAL FINANCIAL GROUP, INC. (Exact name of registrant as specified in its charter)

PRINCIPAL FINANCIAL GROUP, INC. (Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event

More information

The Bahbah Group at Morgan Stanley Smith Barney

The Bahbah Group at Morgan Stanley Smith Barney The Bahbah Group at Morgan Stanley Smith Barney 14850 North Scottsdale Road 6th Floor, Scottsdale, Arizona 85254 480-922-7941 / Main 800-347-5107 / Toll-Free 480-922-7878 / Fax bishara.bahbah@mssb.com

More information

Open Forum. Newton Glassman, Executive Chairman & CEO David Reese, President & COO. October 13, 2015

Open Forum. Newton Glassman, Executive Chairman & CEO David Reese, President & COO. October 13, 2015 Open Forum Newton Glassman, Executive Chairman & CEO David Reese, President & COO October 13, 2015 Note: Callidus financials reflect most recent publicly released data (Q2 earnings, August 2015) 1 Welcome

More information

51st Atlas Forum April Renaissance Chicago Downtown ATTENDANCE REQUEST & JUSTIFICATION

51st Atlas Forum April Renaissance Chicago Downtown ATTENDANCE REQUEST & JUSTIFICATION 51st Atlas Forum 2018 April 19-20 Renaissance Chicago Downtown ATTENDANCE REQUEST & JUSTIFICATION The Atlas Forum: Why It Makes Good Business Sense IT S WORTH IT FOR YOU AND YOUR COMPANY. Dear Relocation

More information

Accelerating growth in a connected Mediterranean region

Accelerating growth in a connected Mediterranean region Accelerating growth in a connected Mediterranean region EY Strategic Growth Forum Mediterranean 9-10 February 2017 Rome, Italy Join us at the EY Strategic Growth Forum Mediterranean 2 Rome hosts the next

More information

ANNUAL GENERAL MEETING AND FORUM ON MARKET TRANSPARENCY

ANNUAL GENERAL MEETING AND FORUM ON MARKET TRANSPARENCY ANNUAL GENERAL MEETING AND FORUM ON MARKET TRANSPARENCY Tuesday, April 29, 2014 Fairmont Royal York 100 Front Street West, Toronto ANNUAL MEMBER MEETING & FORUM TUESDAY, APRIL 29, 2014 AT 2:30 PM EASTERN

More information

CALIFORNIA-CHINA OFFICE OF TRADE AND INVESTMENT

CALIFORNIA-CHINA OFFICE OF TRADE AND INVESTMENT August 7, 2014 Dear Executive, We invite you to join the US-China Governors Forum, hosted by California Governor Edmund G. Brown on November 11-12, 2014 in Rancho Mirage, California. The US-China Governors

More information

LENNAR CORPORATION (Exact name of registrant as specified in its charter)

LENNAR CORPORATION (Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 April 11, 2018 Date of Report (Date

More information

CREATING OPPORTUNITY FOR FOREIGN INVESTMENT

CREATING OPPORTUNITY FOR FOREIGN INVESTMENT CREATING OPPORTUNITY FOR FOREIGN INVESTMENT table of contents CREATING OPPORTUNITY FOR FOREIGN INVESTMENT 3 5 7 9 13 ABOUT US OUR TEAM OUR PARTNERS EB-5 EXPERIENCE COMPLETED PROJECTS 20 CONTACT US 22 CURRENT

More information

The Apollo Group at Morgan Stanley

The Apollo Group at Morgan Stanley The Apollo Group at Morgan Stanley A wealth advisory practice that provides clients with the financial planning and investment management services they require and deserve. Private Wealth Management: The

More information

Community Bankers Association of Oklahoma A Passion to Keep You Competitive!

Community Bankers Association of Oklahoma A Passion to Keep You Competitive! February 8-10 Harvey s Resort South Lake Tahoe, NV Community Bankers Association of Oklahoma A Passion to Keep You Competitive! 2012 CBAO Winter Leadership Conference Agenda Wednesday, February 8 Travel

More information

B i o g r a p h y Steven M. Egna Steven M. Egna

B i o g r a p h y Steven M. Egna Steven M. Egna B i o g r a p h y Steven M. Egna CBA, CVA, ABAR, CM&AA Valuation Resource Group, LLC 75 Troy Road East Greenbush, New York 12061 P: (518) 479-1008 E: segna@valuationresource.com Steven M. Egna is a Certified

More information

Thursday March 1 st, 2018 Shearman & Sterling LLP 599 Lexington Avenue New York, NY 10022 http://www.inmobiliare.com/newyork http://www.usmcocne.org BACKGROUND The United States Mexico Chamber of Commerce

More information

SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C FORM 8-K

SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C FORM 8-K SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported)

More information

ANNUAL SHAREHOLDERS MEETING. May 4, 2017

ANNUAL SHAREHOLDERS MEETING. May 4, 2017 ANNUAL SHAREHOLDERS MEETING May 4, 2017 Gregory S. Marcus President and CEO, The Marcus Corporation Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary, The Marcus Corporation

More information

fall.uli.org 2016 Sponsorship Opportunities ULI Fall Meeting October 24 27, 2016 Dallas, TX

fall.uli.org 2016 Sponsorship Opportunities ULI Fall Meeting October 24 27, 2016 Dallas, TX fall.uli.org 2016 Sponsorship Opportunities ULI Fall Meeting October 24 27, 2016 Dallas, TX 2016 ULI Fall Meeting Join us October 24 27 in Dallas for the 2016 ULI Fall Meeting. As we celebrate ULI s 80th

More information

FS INVESTMENTS & KKR FORM STRATEGIC PARTNERSHIP. Combining FSIC & CCT platforms to create stockholder value

FS INVESTMENTS & KKR FORM STRATEGIC PARTNERSHIP. Combining FSIC & CCT platforms to create stockholder value FS INVESTMENTS & KKR FORM STRATEGIC PARTNERSHIP Combining FSIC & CCT platforms to create stockholder value FS INVESTMENTS AND KKR TO ESTABLISH INDUSTRY-LEADING PARTNERSHIP FS Investments ( FS ) and KKR

More information

13 th Annual Economic Forecast Dinner

13 th Annual Economic Forecast Dinner SILVER SPONSORS BRONZE SPONSOR 13 th Annual Economic Forecast Dinner ACADEMIC SPONSORS January 21, 2016 5 PM 9 PM Sheraton Seattle Hotel WINE SPONSOR Wine Generously Underwritten by Chateau Ste Michelle

More information

EBA Membership Joining the EBA is easy! To sign up for your membership today, visit envirobank.org, then click Join EBA and follow the prompts.

EBA Membership Joining the EBA is easy! To sign up for your membership today, visit envirobank.org, then click Join EBA and follow the prompts. EBA Membership Joining the EBA is easy! To sign up for your membership today, visit envirobank.org, then click Join EBA and follow the prompts. Financial Institution Members This membership is open to

More information

Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI July 29, 2011

Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI July 29, 2011 Item 1- Cover Page Michael J. Steppe William H. Bergner Lora J. Olenchek Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI 53005 262-785-6751 July 29, 2011 This Brochure

More information

Morgan Stanley (Exact name of registrant as specified in its charter)

Morgan Stanley (Exact name of registrant as specified in its charter) SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported):

More information

Page 1 of 5 '}); Develop Connections (212) 752-7760 Email Us Connect with us! About Us Connect with us! Conferences & Events Interviews Speaking Opportunities Contact Us iglobal Connect 2013 iglobal Forum,

More information

Financing Wind Power: The Future of Energy July 25-27, 2007 Eldorado Hotel and Spa Santa Fe, NM

Financing Wind Power: The Future of Energy July 25-27, 2007 Eldorado Hotel and Spa Santa Fe, NM WEDNESDAY, JULY 25, 2007 2:00 PM- 5:00 PM Registration Financing Wind Power: The Future of Energy July 25-27, 2007 Eldorado Hotel and Spa Santa Fe, NM Agenda 3:00 PM- 6:00 PM Optional Pre-Conference Session:

More information

FEDERAL DEPOSIT INSURANCE CORPORATION Washington, DC FORM 8-K

FEDERAL DEPOSIT INSURANCE CORPORATION Washington, DC FORM 8-K FEDERAL DEPOSIT INSURANCE CORPORATION Washington, DC 20429 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported)

More information

To whom it may concern;

To whom it may concern; Julie Merhege President 7135 E. Camelback Rd, Suite I 201 Scottsdale, AZ 85251 Phone 480.281.8205 Email jmerhege@goldwaterbank.com To whom it may concern; We are excited to announce that Kent Wiechert,

More information

Final Pitch Competition PROGRAM GUIDE. Wednesday, March 2, 2016 at HIMSS16 VENETIAN - PALAZZO - SANDS EXPO CENTER LEVEL 3 - LIDO 3104 LAS VEGAS, NV

Final Pitch Competition PROGRAM GUIDE. Wednesday, March 2, 2016 at HIMSS16 VENETIAN - PALAZZO - SANDS EXPO CENTER LEVEL 3 - LIDO 3104 LAS VEGAS, NV Final Pitch Competition PROGRAM GUIDE Wednesday, March 2, 2016 at HIMSS16 VENETIAN - PALAZZO - SANDS EXPO CENTER LEVEL 3 - LIDO 3104 LAS VEGAS, NV #HITVenture #HIMSS16 1 Presented by: WEDNESDAY, MARCH

More information

Creating a Competitive Advantage for REITs

Creating a Competitive Advantage for REITs Creating a Competitive Advantage for REITs GEMMA BURGESS Managing Director, Ferguson Partners RADHIKA PAPANDREOU Managing Director, Ferguson Partners CREATING A COMPETITIVE ADVANTAGE FOR REITS Like all

More information

The Tribeca Group at Morgan Stanley Smith Barney

The Tribeca Group at Morgan Stanley Smith Barney The Tribeca Group at Morgan Stanley Smith Barney November, 2011 Morgan Stanley Smith Barney LLC One Penn Plaza, 43rd Floor New York, NY 10119 212-643-5713 Scott McCoy Director Portfolio Manager Yunjin

More information

Our Mission. To acquire quality properties providing secure and sustainable returns for our equity partners. Testimonial

Our Mission. To acquire quality properties providing secure and sustainable returns for our equity partners. Testimonial INVESTMENTS ASSET MANAGEMENT PROPERT Y MANAGEMENT Our Mission To acquire quality properties providing secure and sustainable returns for our equity partners. Testimonial We have been involved in the growth

More information

Negotiating with Your Lender

Negotiating with Your Lender 1 By understanding each other s needs, expectations, and limitations, builders and lending institutions can effectively and easily work through concerns to the benefit of them both. Thursday, January 21,

More information

New York Bar admission (or eligibility to obtain admission promptly) is required.

New York Bar admission (or eligibility to obtain admission promptly) is required. Job Opportunities To apply to any of the positions send cover letter referencing job opening with resume and salary requirements to info@bryantrabbino.com Senior Level Corporate Finance Attorney We are

More information

2018 IIF ANNUAL MEMBERSHIP MEETING

2018 IIF ANNUAL MEMBERSHIP MEETING 2018 IIF ANNUAL MEMBERSHIP MEETING October 12-13, 2018 Grand Hyatt Nusa Dua, Bali, Indonesia PRELIMINARY AGENDA *Subject to change* FRIDAY, OCTOBER 12 7:30 am 8:30 am REGISTRATION AND REFRESHMENTS 8:30

More information

AGENDA THE NATION S PREMIER DEAL FLOW & BUSINESS CONFERENCE #DEALNATION

AGENDA THE NATION S PREMIER DEAL FLOW & BUSINESS CONFERENCE #DEALNATION 2018 ACGLA B U S I N E S S CONFERENCE POCKET GUIDE AGENDA THE NATION S PREMIER DEAL FLOW & BUSINESS CONFERENCE #DEALNATION AGENDA SPONSORED BY: SEPTEMBER 25-26, 2018 TUESDAY, SEPTEMBER 25 9:00AM 2:30PM

More information

Finance. Midwest Capital Markets

Finance. Midwest Capital Markets Finance Midwest Capital Markets Finance Midwest Capital Markets Our team Dave Hendrickson Managing Director +1 312 228 2517 david.hendrickson@am.jll.com Keith Largay Managing Director +1 312 228 3111 keith.largay@am.jll.com

More information

Candidate Profile Form District Committee Election Joel Glasco

Candidate Profile Form District Committee Election Joel Glasco Candidate Profile Form District Committee Election Joel Glasco Candidate Name: Title: Managing Director - Market Manager Firm: Wells Fargo Adviso Candidate Biography and Personal Statement Candidate Biography

More information

CHAIRMAN & PRESIDENT S REPORT

CHAIRMAN & PRESIDENT S REPORT DRIVEN TO DISCOVER CHAIRMAN & PRESIDENT S REPORT Walter Jackson Chairman Linda Powell President / CEO NRL Federal Credit Union celebrated a year of self-discovery in 2017. We closely examined where we

More information

University of Michigan European BUSINESS. Conference. business. Business in Europe and America: The Paradigms of Today and a Look Ahead

University of Michigan European BUSINESS. Conference. business. Business in Europe and America: The Paradigms of Today and a Look Ahead University of Michigan European BUSINESS Conference business Business in Europe and America: The Paradigms of Today and a Look Ahead Hale Auditorium > Business School January 30 > 2004 Conference > Welcome

More information

Overview of Venture Equity

Overview of Venture Equity Overview of Venture Equity SVB Analytics Report 2017 Written by SVB Analytics: Steve Liu Managing Director sliu@svb.com Sean Lawson Senior Manager slawson2@svb.com Steven Pipp Senior Associate spipp@svb.com

More information

Latest Trends in Valuation Start-up to Exit and Beyond

Latest Trends in Valuation Start-up to Exit and Beyond October 21, 2010 0 Latest Trends in Valuation Start-up to Exit and Beyond Presented to the San Francisco FEI Agenda and Introductions Latest Trends in Valuation Start-Up to Exit and Beyond Business Lifecycle

More information

President and Chief Executive Officer and Director

President and Chief Executive Officer and Director Jeffrey P. Freimark 07/2008 to Present Miami Jewish Health Systems, Inc. A not-for-profit organization that is the largest and most innovative provider of health care for seniors in the Southeast. Miami

More information

ALANCO TECHNOLOGIES INC

ALANCO TECHNOLOGIES INC SECURITIES & EXCHANGE COMMISSION EDGAR FILING ALANCO TECHNOLOGIES INC Form: 8-K Date Filed: 2016-10-04 Corporate Issuer CIK: 98618 Copyright 2016, Issuer Direct Corporation. All Right Reserved. Distribution

More information

Mr. Morano, a University Scholar and Cum Laude Graduate of the Pennsylvania State University School of Fin ance (1992), has maintained a long

Mr. Morano, a University Scholar and Cum Laude Graduate of the Pennsylvania State University School of Fin ance (1992), has maintained a long Mr. Morano, a University Scholar and Cum Laude Graduate of the Pennsylvania State University School of Fin ance (1992), has maintained a long distinguished career as a successful businessman, entrepreneur,

More information

Chaired by: Keith Gregg, MBA, CLP, Chairman, JRG VENTURES and Entrepreneur-in- Residence for Health Technology, NASHVILLE ENTREPRENEUR CENTER

Chaired by: Keith Gregg, MBA, CLP, Chairman, JRG VENTURES and Entrepreneur-in- Residence for Health Technology, NASHVILLE ENTREPRENEUR CENTER Wednesday, September 19, Forum: Technology and New Healthcare Business Models With the Supreme Court decision, healthcare systems must look into blossoming technology innovations to improve patient care,

More information

Contact: Greg A. Smith Katja Gehrt Marshall & Ilsley Corporation Warburg Pincus

Contact: Greg A. Smith Katja Gehrt Marshall & Ilsley Corporation Warburg Pincus News Release Marshall & Ilsley Corporation 770 North Water Street Milwaukee, WI 53202 414 765-7700 Main 414 298-2921 Fax mibank.com For Release: Immediately Contact: Greg A. Smith Katja Gehrt Marshall

More information

2019 EBA WESTERN CHAPTER ANNUAL MEETING

2019 EBA WESTERN CHAPTER ANNUAL MEETING 2019 EBA WESTERN CHAPTER ANNUAL MEETING February 21-22, 2019 San Francisco, CA Palace Hotel San Francisco 2 New Montgomery Street San Francisco, CA 94105 Summary The energy industry is entering a period

More information

The Princi Group at Morgan Stanley

The Princi Group at Morgan Stanley The Princi Group at Morgan Stanley 53 State Street 39th Floor, Boston, MA 02109 617-589-3500 / MAIN 800-752-2678 / TOLL-FREE 617-227-9070 / FAX peter.b.princi@morganstanley.com Our practice offers the

More information

Assurant, Inc. (Exact name of registrant as specified in its charter)

Assurant, Inc. (Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event

More information

Women in Leadership Roadshow 2019

Women in Leadership Roadshow 2019 PUBLIC SECTOR NETWORK S Women in Leadership Roadshow 2019 Your Roadmap to Leadership Excellence Phoenix (AZ) February 19th Seattle (WA) March 14th Washington (DC) March 21st New York (NY) March 25th Proudly

More information

PRESS RELEASE FOR IMMEDIATE RELEASE

PRESS RELEASE FOR IMMEDIATE RELEASE Powering Business Results SM PRESS RELEASE FOR IMMEDIATE RELEASE MR. WILLIAM E. MAYER, HON. J. DOUGLAS HOLLADAY AND MR. RUSSELL F. PEPPET HAVE COMBINED THEIR ADVISORY PRACTICE WITH SOURCE COMPANIES, LLC

More information

The Haas Group at Morgan Stanley Smith Barney

The Haas Group at Morgan Stanley Smith Barney The Haas Group at Morgan Stanley Smith Barney FLORIDA: 595 South Federal Highway 31099 Chagrin Boulevard Suite 400, Boca Raton, Florida 33432 3rd Floor, Pepper Pike, Ohio 44124 OHIO: 561-393-1561 / main

More information

Commercial Real Estate Finance Veterans Launch 3650 REIT

Commercial Real Estate Finance Veterans Launch 3650 REIT Commercial Real Estate Finance Veterans Launch 3650 REIT New, national commercial real estate lending, investment and services platform providing both long-term lending commitments and shorterterm bridge

More information

Deloitte s 2017 Real Estate Industry Update Optimizing opportunity in an ever-changing environment

Deloitte s 2017 Real Estate Industry Update Optimizing opportunity in an ever-changing environment Deloitte s 2017 Real Estate Industry Update Optimizing opportunity in an ever-changing environment San Francisco, CA October 10, 2017 Welcome to Deloitte s 2017 Real Estate Industry Update The pace of

More information

Ewing Bemiss & Co. Investment Banking Analyst Recruiting. Experience Professionalism Results

Ewing Bemiss & Co. Investment Banking Analyst Recruiting. Experience Professionalism Results Investment Banking Analyst Recruiting Fall 2008 Experience Professionalism Results Why Ewing Bemiss ss& Co. is nationally recognized as a leading middle market investment bank 5 partners with an average

More information

Commission Report on the

Commission Report on the THE NEW JERSEY ITALIAN and ITALIAN AMERICAN HERITAGE COMMISSION Commission Report on the 34th Annual New Jersey World Trade Conference ITALY: CAPITALIZING ON COMMERCIAL OPPORTUNITY AND A RICH CULTURAL

More information

The Private Directors Association Vision

The Private Directors Association Vision Our MISSION is creating, sustaining and enhancing Private Company value through the active use of Boards of Directors and Advisory Boards. We advocate for excellent practices in board formation and governance.

More information

LATIN AMERICA INVESTMENT CONFERENCE

LATIN AMERICA INVESTMENT CONFERENCE 2017. All rights reserved. LATIN AMERICA INVESTMENT CONFERENCE 1 2 March 2018 Belmond Copacabana Palace Rio de Janeiro, Brazil HOSTED WITH CFA SOCIETY BRAZIL SPONSORSHIP OPPORTUNITIES EVENT OVERVIEW The

More information

LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101

LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101 LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101 BACKGROUND Lisa Roth is the of Monahan & Roth, LLC, a regulatory compliance company providing services including professional consultations,

More information

Chartwell Introduction and AEC Capabilities

Chartwell Introduction and AEC Capabilities Chartwell Introduction and AEC Capabilities Comprehensive Financial Advisory Experience Chartwell provides financial advisory solutions to the middle market; areas of expertise include corporate finance,

More information

Spring Conference & 11 May, London

Spring Conference & 11 May, London Host Sponsor crefceurope.org Wednesday 10 May YPREF Afternoon FREE to CREFC Europe members 13:00 YPREF Registration, tea & coffee 13:30 Welcome Ben Herson, Associate CRE, Lloyds Bank Commercial Banking

More information

2018 ADSO Summit The Gold Standard DSO Event of the Year

2018 ADSO Summit The Gold Standard DSO Event of the Year 2018 ADSO Summit The Gold Standard DSO Event of the Year Join us April 18-20, 2018 at the JW Marriott Austin in Austin, Texas for the 2018 ADSO Summit! This event s attendance has grown exponentially over

More information