NORTHERN CALIFORNIA

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AGENDA

8:00 - 8:40 BREAKFAST / NETWORKING

8:45 - 9:30 OPENING SESSION - Opportunity Zone Funds: Developer First vs. Capital First

Jon Coupal, President –  HOWARD JARVIS TAXPAYERS ASSOCIATION

9:30 - 10:10 COSTAR ANNUAL COMMERCIAL REAL ESTATE MARKET DATA

10:15 - 11:00 EDUCATION SESSIONS (concurrent)

  1.  Commercial Real Estate Lending Roundtable – Learn what lenders are looking for when underwriting Investment, Owner-User and Private Money
  2. Gaining Market Share for Commercial Real Estate – Leaders from top firms discuss new ways to help you gain market share.
  3. Tax Deferring Commercial Real Estate – 1031 Exchange, DST, Opportunity Zones and Cost Segregation

11:00 - 11:15 BREAK/NETWORKING

11:15 - 12:15 LENDER PRESENTATIONS

  • Axos Bank – Fred Ornelas
  • City National Bank – Pete Matson
  • Clearinghouse CDFI – Brian Maddox
  • CoreVest – Dennis Spivey
  • Fidelity Mortgage Lenders – Herb Nunez
  • First Foundation Bank – Michelle Li
  • Forbix Financial – Valerie Hapner
  • Fremont Bank – Aileen Chao
  • Harvest CREF – Dain Court
  • Keypoint Credit Union – Steven Weiler
  • Luther Burbank Savings – Gabe Basso
  • Parkview Financial, LLC – Larry Perry
  • Provident Bank – Gina Koenen
  • Ready Capital – Cliff Taylor
  • Sabal Capital Partners – Jason Hull
  • Silver Hill Funding – Bob Worthington
  • Spectrum Commercial Lending – Randy Jones
  • Well Fargo Bank-  Roy Chiovari

12:15 - 1:00 LUNCH

1:00 - 1:45 LoanMakersTM Forum

1:45 - 2:15 BREAK/NETWORKING

2:15 – 3:15 THE DealSaversTM - What could possibly go wrong?

This Panel of experts will navigate through actual transactions that have problems and will provide solutions to close the deal.

  • Ramon Kochavi – Marcus & Millichap (Brokerage) – Moderator
  • Jay Grenfell – Partner Engineering & Science (Environmental)
  • Ryan Huntsman – Chicago Title Company (Title/Escrow)
  • Randy Blaesi – Curtis Rosenthal (Appraisal)
  • Fred Ornelas – Axos Bank (Lender)
  • Oren Bitan – Buchalter (Attorney)
  • Thomas Boman, CPA – Novogradac & Company LLP (Accounting/Tax)

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3:15 - 3:30 CLOSING REMARKS

3:30 - 5:15 NETWORKING HAPPY HOUR

Sponsored by Fidelity Mortgage Lenders

SUBMIT LOAN – to the LoanMakers Forum Soon

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Commercial Real Estate & Lending Conference – No. California 2019