AGENDA October 6, 2014 “Residential Rentals as the Mainstream Retirement Asset” Helping you sell & serve this emerging trillion-dollar market 8:00 AM – 8:30 AM Continental Breakfast Hosted by the Sponsors 8:30 AM – 9:30 AM Official Welcome & Introductions Host – Andrew Waite, NEXZUS Publishing Group INCOME REAL ESTATE ASSET POSITIONING 9:30 AM – 10:30 AM Keynote Speaker: Investment Real Estate & Real Estate Funding as a Mainstream Asset Class David Drake – Chairman LDJ Capital & The Soho Loft – a family office advisory, investment and financial media company 10:30 AM – 11:00 AM Morning Break – Networking Opportunity Hosted by the Sponsors 11:00 AM – 12:00 PM One Investment Provider’s Leadership Evolution (Mainstream Real Estate Investment Retail) Chris Loeffler, Caliber Companies 12:00 PM – 1:30 PM Lunch Hosted by the Sponsors PLENTIFUL FUNDING – OPPORTUNISTIC & TAKEOUT FINANCING 1:30 PM – 2:30 PM Investor Financing Updates Co-Chair - Tim Herriage, B2R Financing 2:30 PM – 3:30 PM Panel – What Do Investment Companies Want & What Do Investor Lenders Provide? - Questions & Discussion Tim Herriage, B2R Financing; Andy Pollock, WDB Funding; Scott Whaley, REIFA 3:30 PM - 4:00 PM Break & Networking Hosted by the sponsors 4:00 PM – 4:45 PM How Investability is Changing the Investor Landscape Wally Charnoff, RentRange; Eric Workman, Investability 4:45 PM – 5:00 PM Q&A – Wrap up Day 1 Host – Andrew Waite, NEXZUS Publishing Group 5:00 PM – 7:00 PM Welcome Reception Hosted by the sponsors Proudly Supported By: AGENDA October 7, 2014 7:30 AM – 8:30 AM Continental Breakfast Hosted by the Sponsors 8:30 AM – 9:00 AM Recap & What’s Ahead Host – Andrew Waite, NEXZUS Publishing Group 9:00 AM – 9:45 AM Keynote – The Role Individual and Institutional Investors Play in Public Housing Policy & Financing Congressman David Schweikert (R) AZ, original co-sponsor of The JOBS Act, entrepreneur and real estate investor 9:45 AM – 10:15 AM Break – Networking Opportunity Hosted by the Sponsors TECHNOLOGIES TO IMPROVE RENTAL PROVIDER CYCLE TIMES & MARGINS THROUGH ACQUISITION & RENOVATION PROCESS IMPROVEMENT & REPORTING 10:15 AM – 11:00 AM Investment Provider Technologies – The Home Depot Experience Co-Chair – John Gordon, The Home Depot 11:00 AM – 11:45 AM Panel Discussion – Our Experience & Where Technology is Going John Gordon, The Home Depot; Joel Grasmeyer, Wasatch Digital Media; Pete Slade, Nitro Mobile Solutions; Curtis Wolthuis, Secure Capital Network 11:45 AM – 12:45 PM Lunch Hosted by the Sponsors EASY ACQUISITION & DISPOSITION – READY ACCESS TO ASSETS 12:45 PM – 1:45 PM Remaking an Industry Co-Chair – Greg Rand, OwnAmerica 1:45 PM – 2:45 PM Panel: What We Need Alan Langston, AZREIA; Fred Lewis, Dominion Properties; Jay McKee, Vineyard Services; Brad Reedy, Memphis Investment Properties DISTRIBUTION & CHANNEL OPPORTUNITIES 2:45 PM – 3:15 PM 3:15 PM Proudly Supported By: How Do We Engage Financial Advisors and/or Realtors Co-Chair – Greg Rand, OwnAmerica Q&A, Next Steps & Wrap-up Andrew Waite and attendees
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