Detailed Schedule



Monday, March 30
3:00pm – 5:00pm Registration Opens
Tuesday, March 31
7:30am – 6:30pm Registration
7:30am – 6:30pm Networking Room
8:00am – 11:15am Best Financial Practices Council (by invitation only)
9:30am – 1:00pm Tax Director Meeting & Luncheon (by invitation only)
11:30am – 1:00pm Senior Financial Officer Luncheon (by invitation only)

Adam Thomas, Principal, Deloitte LLP
11:30am – 1:00pm General Counsel Luncheon (by invitation only)
1:15pm – 2:45pm Accounting Committee*
  • FASB Leases project
  • FASB Revenue from Contracts with Customers standard
  • FASB Consolidation standard
  • FASB Clarifying the Definition of a Business project
  • NAREIT FFO Reporting update
Glenn Cohen, EVP, CFO & Treasurer, Kimco Realty Corporation
Ian Kaufman, SVP & CAO, Equity Residential
Stephen Theriot, CFO, Vornado Realty Trust

Keri Shea, SVP-Finance & Treasurer, AvalonBay Communities, Inc.

Kimber Bascom, Partner, KPMG LLP
Christopher Drula, VP-Financial Standards, NAREIT
Mark Mahar, Partner, EY
Julie Valpey, Partner, BDO USA, LLP
3:00pm – 4:30pm Government Relations Committee*
  • Treasury Department and IRS officials' presentations
  • FIRPTA and tax reform legislative developments
  • OECD/BEPS update
  • Alternative Investment Fund Managers Directive
Jeffrey Clark, SVP-Tax & JV Accounting, Host Hotels & Resorts
Rohn Grazer, Managing Director-Tax, Prologis
Brian Wood, SVP & Chief Tax Officer, Ventas

Julanne Allen, Assistant to Branch Chief-FI&P, IRS
Dara Bernstein, Sr. Tax Counsel, NAREIT
Tony Edwards, EVP & General Counsel, NAREIT
Andrea Hoffenson, Branch Chief-FI&P, IRS
Michael Novey, Associate Tax Legislative Counsel, Office of Tax Policy, U.S. Treasury Department
4:30pm – 6:00pm Insurance Committee*
  • Cyber liability insurance
  • Soft insurance markets/excess capacity
  • Interactive Discussion: Key risk areas affecting REITs
  • Terrorism Risk Insurance Act (TRIA)
  • NAREIT's D&O Insurance Program
Chair & Discussion Leader:
Michael Horvath, SVP-Risk Management, Simon Properties

Sheldon Groner, EVP-Finance & Operations, NAREIT

James Blinn, EVP & Global Project Manager, Advisen
Michael Chu, VP & National Practice Leader-REITs, Arch Insurance Group Inc.
Joseph Downey, SVP, Willis
Tony Edwards, EVP & General Counsel, NAREIT
Melissa Lishner, Director, Crystal & Co.
Jeffrey Zaffino, Underwriting Manager, Arch Insurance Group Inc.
4:30pm – 6:00pm State & Local Tax Subcommittee*
  • Key state developments: NY, CA, HI, PA, TN, and others
  • Trends in combined reporting, nexus, and tax base
  • Allocation and apportionment developments

Sam Melehani, Tax Partner, PwC

Thomas Bone, VP-Tax, Crown Castle International Corp.
Theresa Esparza, VP-Tax, Spirit Realty Capital
Joseph Gurney, Director, Deloitte LLP
Sean Kanousis, Principle, PwC
Michele Randall, Tax Partner, EY
6:00pm – 7:30pm Opening Reception
*Open to all REITWise Registrants
Wednesday, April 1
7:30am – 4:00pm Registration
7:30am – 4:00pm Networking Room
7:30am – 9:00am Networking Breakfast Buffet
8:00am – 9:30am General Session: State of the Capital Markets
  • Asset bubble on the horizon?
  • M&A: Full steam ahead?
  • Coming privatizations?
  • Credit landscape
  • How the end of QE3 impacts the economy and REITs

Steven Wechsler, President & CEO, NAREIT

Mark Decker, Jr., Managing Director & Head-the U.S. Real Estate, Lodging & Leisure Group, BMO Capital Markets

Joel Beam, VP & Portfolio Manager, Forward Management
Daniel Heberle, Principal, Keybank
Sheila McGrath, Managing Director, Evercore Partners
Christopher Volk, President & CEO, STORE Capital Corporation
9:30am – 9:45am Networking Break
9:45am – 11:00am Concurrent Session 1: General Counsels' Agenda
  • In-house as gatekeepers
  • Governance, risk and compliance in 2015
  • Crisis management plans
  • Enforcement issues
  • Dodd-Frank clawback rules

Shirley Goza, General Counsel-Legal, QTS Realty Trust, Inc.

Daniel Adams, Partner, Goodwin Procter LLP
Frank Burt, SVP & General Counsel, Boston Properties, Inc.
Elizabeth Sacksteder, Partner, Paul Weiss
9:45am – 11:00am Concurrent Session 2: REIT Tax Potpourri
  • Defining customary services
  • Pitfalls of “baby REITs”
  • Transfer pricing update
  • Practical Issues

Michael Stauffer, VP-Taxes, Kilroy Realty Corporation

Nabil Andrawis, EVP & Director-Taxation, Lexington Realty Trust
Adam Handler, Principal, PwC
Ross Wehman, VP-Tax, Camden Property Trust
Jennifer Weiss, Shareholder, Greenberg Traurig
9:45am – 11:00am Concurrent Session 3: Key Drivers Impacting a REIT's Stock Price
  • Impact of NAV models
  • Importance of FFO and AFFO growth forecasts
  • Dividends: Grow versus retain for reinvestment
  • Impact of leverage
  • “Intangibles” such as management team value add

Mark Denien, EVP & CFO, Duke Realty Corporation

Scott Eisen, Managing Director, Citi
Douglas Funke, Managing Director & Global Portfolio Manager, Forum Securities Ltd.
Lukas Hartwich, Analyst, Green Street Advisors
9:45am – 11:00am Concurrent Session 4: Roundtables
  • Public Non-Listed REITs
    • Preparing for new customer statement rule
    • Liquidity events
    • DOL fiduciary standard rule
    • Becoming a PNLR
    • Moving from PNLR to Publicly Traded space
    Discussion Leaders:
    Peter Fass, Partner, Proskauer
    Sharon Kroupa, Partner, Venable LLP
    Kevin Shields, Chairman & CEO, Griffin Capital Essential Asset REIT Inc.
  • Mortgage REITs
    • Agency REITs moving into other debt and equity investments
    • FHFA membership rule
    • GSE reform
    Discussion Leaders:
    Jack DeCicco, CFO, Annaly Commercial Real Estate Group Inc.
    Phillip Reinsch, EVP, CFO & Secretary, Capstead Mortgage Corporation
11:00am – 11:15am Networking Break
11:15am – 12:30pm Concurrent Session 1: Communications Issues for REITs - Analysts, Investors and Social Media 
  • Guiding corporate communications strategies
  • Disclosure issues
  • REITs and Reg FD
  • Emerging growth company filings and other JOBS Act issues
David Bonser, Head-Equity & US Debt Capital Markets, Hogan Lovells

J. Gerard Cummins, Partner, Sidley Austin LLP
Julian Kleindorfer, Partner, Latham & Watkins LLP
Kay Tidwell, EVP & General Counsel, Hudson Pacific Properties, Inc.
11:15am – 12:30pm Concurrent Session 2: Still More REIT Tax Issues
  • Tax due diligence leading practices
  • Managing built-in gains
  • Internal controls in the tax function
Adam Cohen, Executive Director-Tax, W. P. Carey Inc.

Lynn Kawaminami, Partner-Tax, Deloitte LLP
Roger Laty, VP-Tax, UDR, Inc.
Courtney Sargent, Sr. Manager, PwC
Steven Szymanski, SVP-Tax, American Tower Corporation
11:15am – 12:30pm Concurrent Session 3: Roundtables
  • Treasurers' Circle
    • Hedging – interest rate and FX
    • Acquisition integration
    • Leveraging technology to drive efficiency
    • Capital raises – ATM, equity, or hybrid solutions
    • Debt capital markets/rating agencies: managing your agency interactions and your rating
    Discussion Leader:
    Susan Eberly, Assistant Treasurer, Inland Real Estate Corporation
    Michael Smith, VP-Treasury, Ventas, Inc.
    Leah Stearns, VP-Investor Relations & Treasurer, American Tower Corporation
  • Office/Mixed Use REITs
    • Impact of technology
    • Supply/demand equation
    • Evolution of tenant space needs
    • ATM disclosure
    Discussion Leaders:
    Pamela Roper, SVP, General Counsel & Corporate Secretary, Cousins Properties Inc.
    Tyler Rose, EVP & CFO, Kilroy Realty Corporation
12:30pm – 12:45pm Networking Break
12:45pm – 2:30pm

Kerry Vandell
Lunch General Session - Discussion of the Current and Future Real Estate Markets

Speaker: Kerry Vandell, Director-Center for Real Estate, University of California-Irvine
2:30pm – 2:45pm Networking Break
2:45pm – 4:00pm Concurrent Session 1: Financial Instruments Developments
  • Recognition and measurement
  • Credit impairment
  • Hedging
Andrew Corsini, Partner, KPMG LLP

Steven Broadwater, SVP & CAO, Simon Property Group, Inc.
Daniel Gentzel, Managing Director, Chatham Financial
Serena Wolfe, Partner, EY
Steven Yarad, CFO, MFA Financial, Inc.
2:45pm – 4:00pm Concurrent Session 2: Partnership Tax Issues Encountered by REITs
  • LTIPs
  • Disguised sale and liability allocations
  • Mergers and Divisions
  • Preferential interests
Kathleen Courtis, SVP, General Growth Properties, Inc.

Steven Adler, VP-Taxation, Acadia Realty Trust
Terence Cuff, Of Counsel, Loeb & Loeb LLP
Richard Lipton, Partner, Baker & McKenzie, LLP
Craig Schultz, SVP-Strategic Finance & Tax, DDR Corp.
2:45pm – 4:00pm Concurrent Session 3: Roundtables
  • Human Resources
    • Fostering leadership
    • Mentoring/motivating staff
    • Compensation issues
    Discussion Leaders:
    Denise Dank, SVP-Chief HR Officer, Duke Realty Corporation
    Ellen Jacobs, SVP-Corporate Services, Digital Realty
  • Timber REITs
    • Legislative/tax reform proposals
    • IRS audit issues
    • Promoting wood products in the sustainability context
    • Transactions with conservation groups
    Discussion Leaders:
    Daniel McKeithen, Partner, Sutherland
    Paul Stamnes, VP-Tax, Plum Creek Timber Company, Inc.
4:00pm – 5:00pm Happy Hour
Thursday, April 2
7:30am – 12:15pm Registration
7:30am – 12:15pm Networking Room

8:00am – 9:15am
Michelle Malkin
Michelle Malkin

Kirsten Powers
Kirsten Powers

Breakfast General Session


Michelle Malkin, Fox News contributor and syndicated columnist
Kirsten Powers, USA Today, Newsweek and The Daily Beast

9:15am – 9:30am Networking Break
9:30am – 10:45am Concurrent Session 1: NOI/FFO as GAAP Metrics - A Possibility?
  • Dialogue on FASB’s project
  • Relation to non-GAAP metrics like NOI and FFO
George Yungmann, SVP-Financial Standards, NAREIT

Marc Siegel, Board Member, Financial Accounting Standards Board
David Smetana, Managing Director, Morgan Stanley
9:30am – 10:45am Concurrent Session 2: Tax Issues Arising from Inbound Investments into U.S. REITs
  • Sovereign wealth funds as co-investors
  • Fund/alternative investment vehicle (“AIV”) investments
Cristina Arumi, Partner, EY

James Croker, Partner, Alston & Bird LLP
Rohn Grazer, Managing Director-Tax, Prologis, Inc.
Ameek Ponda, Partner & Director-Tax Department, Sullivan & Worcester LLP
9:30am – 10:45am Concurrent Session 3: Roundtables
  • Retail REITs
    • Shopper experience
    • Evolution of enclosed malls
    • Small buildings
    • What will the industry look like in 10 years?
    Discussion Leader:
    Jeffery Curry, Chief Legal Officer, CBL & Associates Properties, Inc.
    Robert McCadden, EVP & CFO, Pennsylvania Real Estate Investment Trust
    Farzana Mitchell, EVP, CFO & Treasurer, CBL & Associates Properties, Inc.
  • Sustainability Developments
    • Investor relations – benchmarks and certification (CDP, GRESB)
    • Growing legislation- reporting and disclosures (Energy Star, LEED), what is the future?
    • Green bonds, PACE and other financing options
    Discussion Leaders:
    Jeffrey Bedell, VP-Sustainability, Macerich
    Jody Clark, VP, Hannon Armstrong Sustainable Infrastructure Capital, Inc.
    Marla Thalheimer, Director-Sustainability, Liberty Property Trust
10:45am – 11:00am Networking Break
11:00am – 12:15pm Concurrent Session 1: SEC Financial Reporting Issues
  • SEC “report card” of 2014 REIT reporting and preview of 2014 10K reviews
  • FASB projects
  • PCAOB initiatives
Christopher Dubrowski, Partner, Deloitte LLP

Sonia Barros, Assistant Director-Division of Corporation Finance, Securities & Exchange Commission
John Gottfried, Partner, PwC
Ian Kaufman, SVP & CAO, Equity Residential
Kirk Rogers, Partner, Grant Thornton LLP
11:00am – 12:15pm Concurrent Session 2: Shareholder Activism and REIT M&A
  • Development of shareholder activism in the REIT space, nature of activists and tactics
  • Activism prevention and defensive strategies
  • Board and management considerations in weighing governance vs. defense
  • M&A—macros trends, process issues and recent issues/developments
David Slotkin, Partner, Morrison & Foerster LLP

Donald Hammett, Partner, Dentons US LLP
Lauren Prevost, Partner, Morris, Manning & Martin LLP
Jordan Ritter, SVP & General Counsel, Essex Property Trust, Inc.
Anthony Rothermel, Partner, King & Spalding
11:00am – 12:15pm Concurrent Session 3: Roundtable
  • Cybersecurity
    • Preparing for cyberwar
    • Best practices
    • Use of outside consultants
    • Internal education
    Discussion Leaders:
    Anthony Buffomante, Principal, KPMG LLP
    Kurt Manske, VP-Compliance & Corporate Information Technology, QTS Realty Trust, Inc.
    Heidi Roth, EVP, CAO & Controller, Kilroy Realty Corporation
12:15pm Program Concludes