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Detailed Schedule

 REITWise 2013

 

 

Detailed Schedule

Tuesday, March 19
3:00pm – 5:00pm Registration Opens
Wednesday, March 20
7:30am – 6:30pm Registration
7:30am – 6:30pm Networking Room
8:00am – 11:15am Best Financial Practices Council (by invitation only)
11:30am – 1:00pm General Counsel Luncheon (by invitation only)
11:30am – 1:00pm Senior Financial Officer Luncheon (by invitation only)
11:30am – 1:00pm Tax Director Luncheon (by invitation only)
1:15pm – 2:45pm Accounting Committee Meeting*
3:00pm – 4:30pm Government Relations Committee Meeting*
4:30pm – 6:00pm Insurance Committee Meeting*
4:45pm – 6:00pm State & Local Tax Subcommittee Meeting*
6:00pm – 7:30pm Opening Reception
*Open to all REITWise Registrants
Thursday, March 21
7:30am – 4:00pm Registration
7:30am – 4:00pm Networking Room
8:00am – 9:30am General Session: State of the Capital Markets

Moderator:
Jeffrey Horowitz, Global Head-Real Estate, Gaming & Lodging, Bank of America Merrill Lynch

Panelists:
Joseph Russell, President & CEO, PS Business Parks, Inc.
Suzanne Sorkin, Sr. Portfolio Analyst, APG Asset Management US Inc.
Andrew Sossen, SVP, COO & General Counsel, Starwood Property Trust, Inc.
James Sullivan, Managing Director, Green Street Advisors, Inc.

  • M & A landscape
  • IPO outlook
  • Impact of QE III on REITs
  • Investor reception of new property types
9:30am – 9:45am Networking Break
9:45am – 11:00am Concurrent Session 1: SEC and Financial Standards Developments

Moderator:
Gregory Andrews, CFO, Ramco-Gershenson Properties Trust

Panelists:
Andrew Corsini, Partner, KPMG LLP
Daniel Lasik, Partner, Ernst & Young LLP
Michael McTiernan, Assistant Director-Division, Corporation Finance, Securities & Exchange Commission

  • Condorsement
  • SEC filing for a real estate acquisition
  • SEC Comment letters
  • Reporting non-GAAP measures
9:45am – 11:00am Concurrent Session 2: Tax Planning for REIT Partnerships

Moderator:
Leslie Loffman, Partner, Proskauer Rose LLP

Panelists:
Adam Cohen, VP-Tax, Kimco Realty Corporation
DeAnne Dunn, VP-Tax, EDENS
Sanford Presant, Chairman-Real Estate Fund Practice Group, Greenberg Traurig, LLP
Steven Schneider, Director, Goulston & Storrs, PC

  • REITs managing private funds
  • UPREIT/DownREIT issues such as tax protection agreements
9:45am – 11:00am Concurrent Session 3: Public Non-listed REITs

Moderator:
Brian Block, CFO, American Realty Capital Properties, Inc.

Panelists:
Jason Goode, Partner, Alston & Bird LLP
Joseph Price, SVP-Corporate Financing & Advertising Regulation, Financial Industry Regulatory Authority

  • Finalizing FINRA Notice to Members 12-14
  • SEC disclosure policy of per share valuations
  • Liquidity events
  • DOL fiduciary definition
9:45am – 11:00am Concurrent Session 4: Roundtables

Environmental Issues

Discussion Leader:

David Farer, Chair-Environmental Department, Greenbaum, Rowe, Smith & Davis LLP

  • Planning for environmental hazards such as asbestos and mold
  • Avoiding bed bugs


Governance Issues

Discussion Leaders:

Sharon Kroupa, Partner, Venable LLP
Ann McCormick, EVP, Secretary & General Counsel, Home Properties, Inc.

  • ISS’ proposed changes to its voting policies for the 2013 proxy season
  • Risk management by the Board, including enterprise risk
11:00am – 11:15am Networking Break
11:15am – 12:30pm Concurrent Session 1: REIT Tax Technical Issues

Moderator:
Timothy Hall, SVP-Tax, HCP, Inc.

Panelists:
Dianne Umberger, Principal, Ernst & Young LLP
Lawrence Varellas, Partner-Tax, Deloitte LLP
Pardis Zomorodi, Partner, Latham & Watkins LLP

  • Due diligence readiness
  • Managing foot faults
  • Transfer pricing tips
  • Dealing with the IRS
11:15am – 12:30pm Concurrent Session 2: Using Derivatives in a Post Dodd-Frank World

Moderator:
Robert McCadden, EVP & CFO, Pennsylvania Real Estate Investment Trust

Panelists:
Sally Ingberg, VP-Debt Management, Forest City Enterprises, Inc.
Martha Tirinnanzi, SVP, TeraExchage
Luke Zubrod, Director-Derivatives Regulatory Advisory Services, Chatham Financial

  • Differences between OTC and CME derivatives
  • Benefits and costs of both approaches
11:15am – 12:30pm Concurrent Session 3: Controllers' Corner

Moderator:
Kirk Rogers, Partner, Grant Thornton LLP

Panelists:
Kenneth Hall, VP & Controller, Home Properties, Inc.
Melissa Solis, VP & CAO, Federal Realty Investment Trust
Paul Westbrook, VP & CAO, Kimco Realty Corporation

  • Speeding up the month-end close
  • Best practices in earnings release supplementals
12:30pm – 12:45pm Networking Break
12:45pm – 2:30pm Lunch General Session: State of the Commercial Real Estate Markets

Keynote Speaker:

Dr. Stuart Gabriel, Professor-Finance & Director-Richard S. Ziman Center for Real Estate, UCLA Anderson School of Management
2:30pm – 2:45pm Networking Break
2:45pm – 4:00pm Concurrent Session 1: Convergence Update

Moderator:
Bernice Bell, VP & Controller, American Capital Agency Corp.

Panelists:
Christopher Dubrowski, Partner, Deloitte LLP
Kevin Stoklosa, Assistant Director-Technical Activities, Financial Accounting Standards Board
Angela Valdes, CAO, Equity One, Inc.
Thomas Wilkin, Partner, PwC

  • Investment property entities/fair value
  • Investment companies
  • Leases
  • Financial instruments
  • Discontinued operations
2:45pm – 4:00pm Concurrent Session 2: Tax Accounting Method Issues for REITs

Moderator:
Kathleen Courtis, SVP, General Growth Properties, Inc.

Panelist:
Chuck Kosal, Office Tax Managing Partner, Deloitte Tax LLP

  • Tangible property regulations
  • Tax vs. book differences
  • Related party transactions
2:45pm – 4:00pm Concurrent Session 3: Mortgage REITs

Moderator:
Stuart Rothstein, CEO & CFO, Apollo Commercial RE Finance, Inc.

Panelists:
Kenneth Steele, CFO, Hatteras Financial Corp
Mark Van Deusen, Partner, Hunton & Williams LLP

  • Mortgage servicing rights PLR opportunities
  • Financing methodologies
  • Foreclosure process
  • Real estate as a business or asset
2:45pm – 4:00pm Concurrent Session 4: Roundtables

Sustainability Issues

Discussion Leaders:

Jeffery Bedell, VP-Sustainability, Macerich
Frank Burt, SVP & General Counsel, Boston Properties, Inc.
Brad Molotsky, EVP & General Counsel, Brandywine Realty Trust

  • Economics of sustainability
  • Energy supply and demand load shedding
  • Reporting mechanisms and disclosure
  • Sustainability partnerships


Timber REITs

Discussion Leaders:

Paul Stamnes, VP-Tax, Plum Creek Timber Company, Inc.
Dwayne Tofell, Director-Tax & Insurance, Potlatch Corporation

  • Tax reform and timber tax provisions
  • Recent mineral assets and like kind PLRs
  • Audit issues
Friday, March 22
7:30am – 12:15pm Registration
7:30am – 12:15pm Networking Room
8:00am – 9:15am Breakfast General Session

Speaker:

Chuck Todd, NBC News Political Director, and NBC News' On-Air Political Analyst for NBC Nightly News with Brian Williams, Meet the Press, and the Today show
9:15am – 9:30am Networking Break
9:30am – 10:45am Concurrent Session 1: SEC Legal Developments

Moderator:
Edward Schulman, SVP-General Counsel & Secretary, AvalonBay Communities, Inc.

Panelists:
Samantha Gallagher, Partner, Bass, Berry & Sims PLC
Michael McTiernan, Assistant Director-Division of Corporation Finance, Securities and Exchange Commission
David Slotkin, Partner, Morrison & Foerster LLP

  • JOBS Act issues
  • Conflict minerals
  • SEC Rule and national exchanges rules on compensation committees
9:30am – 10:45am Concurrent Session 2: State and Local Taxes

Moderator:
Cara Martin, Director-Tax, Westfield Group

Panelists:
Christine Fiorito, AVP-Tax, Equity Residential
Sean Kanousis, Principle, PwC
Brian Pomis, Sr. Manager-State & Local Taxes, Grant Thornton LLP

  • Case Studies: JV’s, Acquisitions/dispositions, mergers
  • Audits: REITs, TRS, sales and use tax, combined reporting
9:30am – 10:45am Concurrent Session 3: Roundtables

Lodging REITs

Discussion Leader:

Andrew Dittamo, VP & Controller, Pebblebrook Hotel Trust

  • Consolidation prospects
  • Impact of deficit reduction
  • Hotel room security


PCAOB Update

Discussion Leaders:

Thomas Gerth, Partner, KPMG LLP
Jeffery Walraven, Assurance Partner, BDO USA, LLP

  • Impact of registrants of the PCAOB’s review of the registrant’s audits
10:45am – 11:00am Networking Break
11:00am – 12:15pm General Session: REIT M & A

Moderator:
David Bonser, Partner & Co-Head-Equity & US Domestic Debt Capital Markets & Governance, Hogan Lovells US LLP

Panelists:
James Barkley, Secretary & General Counsel, Simon Property Group, Inc.
John Rayis, Partner, Skadden, Arps, Slate, Meagher & Flom LLP

  • Structuring and negotiating deals
  • Lessons learned
  • Disclosure and other SEC issues
  • Specialized tax issues
12:15pm Program Concludes