NORTHERN CALIFORNIA
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)
- Commercial Real Estate Lending Roundtable – Learn what lenders are looking for when underwriting Investment, Owner-User and Private Money
- Gaining Market Share for Commercial Real Estate – Leaders from top firms discuss new ways to help you gain market share.
- 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)
3:15 - 3:30 CLOSING REMARKS
3:30 - 5:15 NETWORKING HAPPY HOUR
Sponsored by Fidelity Mortgage Lenders
Commercial Real Estate & Lending Conference – No. California 2019
