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REITwise: 2019 Law, Accounting & Finance Conference

JW Marriott Hill Country
San Antonio
TX
March 26 — 28, 2019

REITwise 2019®: Nareit's Law, Accounting & Finance Conference® provides attendees with a broad, yet focused educational program that presents a clear picture of current political, economic and market events that impact legal, financial, tax and accounting operations within REITs and publicly traded real estate companies.

REITwise is being held March 26 – 28, 2019, at the JW Marriott Hill Country in San Antonio, Texas.

Agenda

REITwise

Tuesday, March 26

7:00 a.m. - 6:30 p.m. Registration
7:00 a.m. - 6:15 p.m. Networking Room
7:00 a.m. - 8:00 a.m. Fun Run
7:00 a.m. - 8:00 a.m. Yoga
8:30 a.m. - 11:30 a.m. Best Financial Practices Council (invitation only)
11:30 a.m. - 1:00 p.m. General Counsel Luncheon (Nareit corporate members only)
  • 2019 REIT Proxy Season Issues
  • Recent Litigation Trends in the REIT Sector
  • Employment Issues, including Drug Testing
  • GC Oversight of E&S Reporting
11:30 a.m. - 1:00 p.m.

Senior Financial Officer Luncheon (Nareit corporate members only)

Presentation Title: 5G Perspectives for the Real Estate Industry
  • Why do we need 5G? – Key Drivers
  • What is 5G? – Definitions and Iterations
  • When will 5G be deployed? – Deployment Timeline
  • Implications of 5G for the Real Estate Industry – Possible Opportunities

Speaker:
Soumen Ganguly, Director, Atlman Vilandrie & Company
11:30 a.m. - 1:00 p.m. Tax Director's Luncheon (Nareit corporate members only)
  • Tax reporting
  • Retention of capital gains
  • Federal and state audits
  • Dividend issues
  • Depreciation issues
Panelists: 
Steve Beinke, SVP, Tax, American Campus Communities, Inc.
Paul Delaney, Director-Tax, Investors Real Estate Trust
Maggie Mui, Director, Tax, Boston Properties,  Inc.
Kevin Nishioka, VP, Tax, Alexander & Baldwin
Ashley Peeper, VP, Tax, Xenia Hotels & Resorts
Cheryl Surgo, Assistant VP, Tax, Welltower, Inc.
1:00 p.m. - 1:15 p.m. Networking Break
1:15 p.m. - 2:45 p.m. Accounting Committee
  • Implementing the Leases standard
  • Implementing the credit loss model
  • Nareit’s FFO Restatement
  • IASB primary financial statements update

Moderator: 
George Yungmann, SVP, Financial Standards, Nareit

Panelists: 
Nancy Anderson, VP, Financial Reporting & Chief Financial Officer
Kristin Bauer, National Office Partner, Deloitte LLP
Christopher Drula, SVP, Financial Standards, Nareit
David Jamiolkowski, Partner, Baker Tilly
2:45 p.m. - 3:00 p.m. Networking Break
3:00 p.m. - 4:30 p.m. Government Relations Committee
  • Presentation by IRS Officials
  • Terrorism Risk Insurance
  • Qualified Improvement Property
  • Cost recovery period for existing residential property
  • GSE reform
  • Reversal of IRS Notice 2007-55
  • Spin-off regulations
  • “Short and distort” developments
  • SEC Disclosure effectiveness initiative update
  • Meeks-Menendez diversity legislation

Co-Chairs:
Jeffrey Clark, SVP, Tax & JV Accounting, Host Hotels & Resorts, Inc.
Kristin Myers, SVP Tax, Cousins Properties
Brian Wood, SVP & Chief Tax Officer, Ventas, Inc.
 

Panelists: 
Cathy Barré, EVP & General Counsel, Nareit
Ray Beeman, Principal, Washington Council Ernst & Young
Dara Bernstein, SVP & Tax Counsel, Nareit
Erica Borenstein, General Counsel, Farmland Partners Inc.
Grace Cho, Attorney, FI&P, Internal Revenue Service
Tony Edwards, Sr. EVP, Nareit
Andrea Hoffenson, Branch Chief, FI&P, Internal Revenue Service
Victoria Rostow, SVP, Regulatory Affairs and Deputy General Counsel, Nareit
4:30 p.m. - 4:45 p.m. Networking Break
4:45 p.m. - 6:15 p.m. Insurance Committee
  • Cyber Insurance for REITs: What’s Covered? Is it Necessary?
  • Directors & Officers Liability Insurance:
    Nareit Policy Enhancements & General Market Claims Environment
  • Policy/Regulatory Update

Chairman: 
Michael Horvath, SVP, Risk Management Simon Property Group

Panelists:
Jeff Bowen, Partner, Perkins Coie LLP
Timothy Burns, Partner, Perkins Coie LLP
Timothy Crowley, First Vice President, Crystal & Company
Brian Dunphy, Senior Vice President, Managing Director, Crystal & Company
Alexandra Glickman, Managing Director, Real Estate & Hospitality, Arthur J. Gallagher & Co.
Anne Hardner, Senior Vice President, Arch Insurance Group
Stephen Kelly, Account Executive, Crystal & Company
Victoria Rostow, Senior Vice President, Regulatory Affairs & Deputy General Counsel, Nareit
4:45 p.m. - 6:15 p.m. State & Local Tax Subcommittee
  • State implications of federal tax reform
  • Hawaii anti-DPD legislation
  • California “split roll” ballot initiative
  • New Jersey combined reporting
  • SALT deduction cap and new state pass-through entity income taxes

Moderator: 
Kathy Miller, SVP, Financial Services & Tax, Regency Centers Corporation

Panelists:
Dale Kim, Partner, EY
Mariano Sori, Partner; Income and Franchise Tax National and Central Region Leader, BDO LLP
Theresa Thompson, Director, PwC
Bradley Wilhelmson, Washington National Tax, KPMG LLP
6:15 p.m. - 7:30 p.m.

Opening Reception

Wednesday, March 27

7:00 a.m. - 4:00 p.m. Registration
7:00 a.m. - 4:00 p.m. Networking Room
7:00 a.m. - 9:00 a.m. Networking Breakfast
8:00 a.m. - 9:30 a.m. General Session: State of the Capital Markets
  • Liquidity, liquidity, liquidity – ETF/Index funds, ATMs and take privates
  • Ever more externalities - interest rates, the internet, millennials and trade
  • Finding the balance – Leverage, secured vs unsecured, and CP programs
  • Where we go from here – REITs in 2029

Moderator:
John Perkins, Head, Real Estate Investment Banking, RBC Capital Markets

Panelists:
William Bayless, CEO, American Campus Communities, Inc.
Mark Streeter, Managing Director, J.P. Morgan Chase & Co.
Dan Teper, Managing Director, Brookfield Property Group
Diane Wade, Principal, CBRE Clarion Securities
9:30 a.m. - 9:45 a.m. Networking Break
9:45 a.m. - 11:00 a.m. Concurrent Session 1: REIT Day-to-Day Tax Issues
  • Customary services/providing facilities
  • TRSs: transfer pricing, paymaster, dealer sales, etc.
  • Planning for NOLs post-tax reform
  • Short-term uses of office and multi-family space
Moderator:
Kristin Myers, SVP, Tax, Cousins Properties

Panelists:
Kenneth Bernice, SVP, Tax, Colony Capital, Inc.
James Brock, Partner, Deloitte, LLP
Daniel Tucker, SVP, Global Tax, Iron Mountain
Donna Wagner, SVP, Tax, JBG SMITH
9:45 a.m. - 11:00 a.m. Concurrent Session 2: SEC and PCAOB Update
  • SEC comment letters
  • Recent SEC proposals
  • PCAOB update
  • Critical audit matters
Moderator:
Kirk Rogers, Partner, RSM US LLP

Panelists:
Christopher Park, Director, EisnerAmper LLP
Adam Reuille, SVP & CAO, Simon Property Group, Inc.
Angela Storm, Partner, KPMG LLP
9:45 a.m. - 11:00 a.m. Concurrent Session 3: Data Analytics and Cyber Security
  • Annual training of work force
  • Trends in internal controls in identifying cyber security risk
  • Enterprise risk management
  • Complying with GDPR
  • Digital audits
  • Using AI to automate work flow processes

Moderator:
Tara Marszewski, CFO, Brookfield Properties Retail Group

Panelist:
Sourav Ghosh, SVP, Enterprise Analytics, Host Hotels & Resorts
Robert Meyer, Jr., SVP, Finance & Corporate Controller, American Tower Corporation
Dennis van Ham, Managing Director, KPMG LLP
11:00 a.m. - 11:15 a.m. Networking Break
11:15 a.m. - 12:30 p.m. Concurrent Session 1: Working with REIT Board Members
  • Best practices in engaging Board members
  • Different perspective of former investors and executives
Moderator:
Diana Laing, Interim CFO, Alexander & Baldwin, Inc.

Panelists:
Cydney Donnell, Director, Real Estate Programs, Texas A&M University-Mays Business School
Mary Hogan-Preusse, Founder & Principal, Sturgis Partners LLC
Walter Rakowich, Director, Host Hotels & Resorts, Inc.
11:15 a.m. - 12:30 p.m. Concurrent Session 2: Emerging Tax Issues for REITs
  • Planning for new section 163(j), the RPTOB election, and cost recovery changes
  • Post-tax reform section 199A opportunities and issues
  • Practical uses of REIT savings clauses

  • Post-tax reform like kind exchange planning

Moderator:
Mark Van Deusen, Principal, Deloitte LLP

Panelists:
Adam Feuerstein, Principal, PwC
Ashley Peeper, VP, Tax, Xenia Hotels & Resorts, Inc.
Steven Schneider, Partner, Baker & McKenzie LLP
Dianne Umberger, Principal, EY
11:15 a.m. - 12:30 p.m. Concurrent Session 3: Interest Rates, Discount Rates, and Hedge Accounting
  • What the LIBOR and SOFR transition means for REITs now
  • Hedge accounting changes: handling transition and using new strategies
  • Lease accounting – potential solutions to deriving the appropriate incremental borrowing rates

Moderator: 
Joanne Mondares, Director-SEC Reporting & Policies, Regency Centers Corporation

Panelists:
Rob Barton, Director, Global Real Estate, Accounting Advisory, Chatham Financial
Thomas Faineteau, National Assurance Partner, BDO USA, LLP
Readie Callahan, Head of Communications Strategy, Wells Fargo - LIBOR Transition Office
12:30 p.m. - 12:45 p.m. Networking Break
12:45 p.m. - 2:30 p.m. Lunch General Session: Leveraging Diversity to Solve Complex Problems

Speaker:
Scott Page, Leonid Hurwicz Collegiate Professor of Complex Systems, Political Science, and Economics, The University of Michigan – Ann Arbor
2:30 p.m. - 2:45 p.m. Networking Break
2:45 p.m. - 4:00 p.m. Concurrent Session 1: Corporate Governance
  • Proxy Season – Lessons from 2018 and 2019 developments
  • REIT activism and engagement
  • Proxy process reform and regulation of proxy advisors
  • Developments regarding ESG and related disclosures
  • Other SEC hot topics – Cybersecurity risk
  • Board oversight issues and diversity

Moderator:
Lauren Goldberg, EVP, General Counsel & Secretary, VEREIT, Inc.

Panelists:
Mack Abbot, Investment Stewardship, BlackRock
Karen Garnett, Partner, Proskauer
Frederick McKalip, SVP & General Counsel, RLJ Lodging Trust
David Slotkin, Partner, Morrison & Foerster
2:45 p.m. - 4:00 p.m. Concurrent Session 2: Partnership Tax Issues
  • Disposing JV interests and the prohibited transaction rule
  • Partnership audit planning and drafting
  • PTP and Operating Partnership issues
  • Working with the proposed disguised sale regulations

Moderator:
Jeffrey Clark, SVP, Tax & JV Accounting, Host Hotels & Resorts, Inc.

Panelists:
Cristina Arumi, Head, U.S. REIT Practice, Hogan Lovells
Terence Cuff, Of Counsel, Loeb & Loeb
Christopher Mangin, Partner, Vinson & Elkins
Craig Stern, EVP, Tax & Compliance, Vornado Realty Trust
2:45 p.m. - 4:00 p.m. Concurrent Session 3: Challenges in Managing a Range of Generations
  • Managing millennials and Gen Z employees

Moderator:
Kim Voss, CAO, American Campus Communities, Inc.

Panelist:
Ross Cooper, President & CIO, Kimco Realty Corporation
Dominic Cottone, Managing Director-Leadership Consulting, Ferguson Partners, Ltd.
Pamela Lipp-Hendricks, Head of Talent Development and D&I, JP Morgan Chase & Co.
4:00 p.m. - 5:00 p.m. Networking Happy Hour

Thursday, March 28

7:30 a.m. - 12:30 p.m. Registration
7:30 a.m. - 12:30 p.m. Networking Room
8:00 a.m. - 9:30 a.m.

Breakfast General Session: On to 2020

Speakers:
Hugh Hewitt, Host, The Hugh Hewitt Show and Political Analyst, NBC News and MSNBC
Jim Messina, CEO, The Messina Group and White House Deputy Chief of Staff (2009-2011)
9:30 a.m. - 9:45 a.m. Networking Break
9:45 a.m. - 11:00 a.m. Concurrent Session 1: REITs and Opportunity Zones
  • Potential Uses of OZ Structures and Public REITs: Operational Issues and Financing Structures
  • Document Drafting Tips
  • Deferring Built-in Gains
  • REITs as OZ Investors
  • Issues for REIT Shareholders

Moderator:
David Levy, Partner, Tax, Skadden

Panelists:
Carolyn Bidwell, SVP, Tax, Brookfield Asset Management
Steven Kennedy, Director, PwC
Kelsey Lemaster, Partner, Goodwin
Libin Zhang, Partner, Roberts & Holland LLP
9:45 a.m. - 11:00 a.m. Concurrent Session 2: Disclosure Best Practices – Everything Investors/Analysts Want to Know
  • Making non-GAAP metrics more useful to investors
  • How do investors/analysts use the GAAP cash flow statement?
  • Best practices in cap ex disclosures
  • JV disclosures
  • Is there confusion around G&A costs?

Moderator:
Catherine Creswell, SVP, Investor Relations, Vornado Realty Trust

Panelist: 
Nora Creedon, Managing Director, Goldman Sachs
Gregg Korondi, Managing Director, LaSalle Investment Management
Steve Sakwa, Managing Director, Evercore ISI
Matthew Werner, Managing Director and Portfolio Manager, Chilton Capital Management
9:45 a.m. - 11:00 a.m. Concurrent Session 3: Issues Tackled by General Counsels
  • Board composition and refreshment policies
  • Sexual harassment and whistle-blower policies and board oversight
  • Corporate social media policies
  • Director on-boarding and continuing education
  • Shareholder outreach and engagement practices
  • Legal department involvement with sustainability and ESG reporting

Moderator:
Troy McHenry, EVP, General Counsel & Corporate Secretary, HCP, Inc.

Panelists:
Steven Fivel, General Counsel, Simon Property Group
Samantha Sacks Gallagher, EVP & General Counsel, VICI Properties, Inc.
Kay Tidwell, EVP & General Counsel, Hudson Pacific Properties, Inc.
11:00 a.m. - 11:15 a.m. Networking Break
11:15 a.m. - 12:30 p.m. General Session: Alternative Capital Sources for Public REITs in a Challenging Capital Markets Environment
  • Legal structures and economics underpinning these opportunities
  • Sources of alternative capital
  • Pluses/minuses of using private capital
  • Tax and accounting ramifications to public REITs of using these structures
Moderator:
Kathryn Furman, Partner, King & Spalding

Panelists:
Cameron Cosby, Partner-Tax, Fried Frank
Rahul Gupta, Partner, Grant Thornton LLP
Alison Hill, Managing Director, Strategic Capital, Prologis, Inc.
Phillip Owens, Managing Director, Advising & Consulting, Green Street Advisors
12:30 p.m. Program Concludes

NOTE: The schedule above may be subject to change.

Prices & Policies

Registration Pricing

Registration fees include all educational sessions, the opening reception, refreshment breaks and meal functions.

Registration Fees On or Before March 1, 2019 After March 1, 2019
Corporate Member* $1,295 $1,395
Individual Member  $1,595 $1,695
Tax Exempt Member $650 $750
Non-Member** $2,545 $2,645
Optional Registration Fees    
Full Spouse Registration*** $275 $275
Spouse Reception Ticket $110 $110
Additional Registration Options    
Tax Directors’ Luncheon* $130 $140
SFO Luncheon* $130 $140
General Counsel Luncheon* $130 $140
5k Fun Run $25 $25
Yoga $25 $25

 

*Employees of a REIT or public real estate operating company (or its sponsor) that is a Nareit member.

**Employees and Officers of REITs (or their sponsors) that are not members of Nareit may NOT attend this meeting as non-members. The REIT must be a Nareit member.

***Full Spouse registration includes the Opening Reception, Happy Hour, access to Networking Room and all meal functions

Conference Cancellation Policy
All cancellations must be received in writing to Afia Boone at aboone@nareit.com. Full conference refunds will be issued, minus a $100 processing fee, for cancellations received prior to Friday, March 1, 2019.
No refunds will be granted after Friday, March 1, 2019.

Conference Attire
The conference attire is resort casual.

Hotel Information

Host Hotel* (Official Conference Hotel)- SOLD OUT
JW Marriott San Antonio Hill Country Resort & Spa
23808 Resort Pkwy
San Antonio, TX 78261
*All Nareit conference events will be held at this hotel

Additional Hotels:
Courtyard Marriott San Antonio North/Stone Oak at Legacy**
1803 E Sonterra Blvd.
San Antonio, TX 78259

Hyatt Place San Antonio North**
1610 E Sonterra Blvd.
San Antonio, TX 78258
**Shuttle service will be provided throughout the conference to/from all hotels.

Nareit Room Rates:
JW Marriott San Antonio Hill Country Resort & Spa
Standard - $365.00

Courtyard Marriott San Antonio North/Stone Oak at Legacy
Standard - $199.00

Hyatt Place San Antonio North
Standard - $149.00

Hotel Reservation Policy
In order to reserve a hotel room within the Nareit negotiated group block, you must first register for the conference. Once registered, attendees will receive an confirmation email with the link to book a hotel room online. If a hotel room is reserved, but the individual is not registered for the conference, the hotel reservation will be canceled, and their deposit will be forfeited. Should you have questions regarding the hotel, contact Lacey Rimoli-Wiesel at lacey@stagedrightevents.com. You can also reach Staged Right Events offices by calling 954-404-8252. Please do not contact the hotel directly.

Hotel reservations at the group rate are subject to availability after Friday, March 1, 2019.
Note: All room reservations will be charged a one-night, non-refundable deposit at the time of reservation request. Hotel reservations are due no later than Friday, March 1, 2019, to receive the group rate (pending availability).

Hotel Cancellation Policy
Nareit requires a one night, non-refundable deposit paid to the hotel at time of reservation. Cancellation of additional room nights (not the entire reservation) without penalty requires notice 72 hours prior to arrival, otherwise additional room and tax penalties may apply and will be charged to the credit card on file.

Any changes to your hotel reservation may be done on the Staged Right Events hotel room block site, up until 72 hours prior to arrival or by emailing lacey@stagedrightevents.com. All change requests are subject to room availability. Please do not call the hotel directly.

Attendee Roster

REITwise

Attendee roster sponsored by:

Please login below to view Nareit's REITwise 2019 attendee roster. Once you are logged in, the REITwise attendee roster will appear containing the name and company for all individuals registered to attend the conference.

CPE & CLE Information

Conference educational and networking activities are only open to registered attendees. Your badge is proof of registration and is required for admission to all conference activities and functions. There is an RFID tracking chip in each badge that will be used to track your session attendance and duration.

Up to 19.5 hours of CPE credits are available

Up to 17.5 hours of CLE credits are available*
*Note: Available credit hours vary state to state.

Nareit is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Nareit is a registered public accountant continuing education sponsor with the Illinois Department of Professional Regulation. Nareit follows CE regulations as outlined in the California Accountancy Act. Up to 19.5 credits may be earned at Nareit's REITwise: 2019 Law, Accounting & Finance Conference. This conference is an intermediate level course geared toward the tax, accounting, and special knowledge fields. The course presentation method is Group Live, and no advance preparation is required.

For more information regarding administrative policies such as complaint and refund, please contact Afia Boone at aboone@nareit.com or 202-739-9433.

Sourcebook

 

The REITwise® Sourcebook is available in a complimentary downloadable format on Nareit's website for registered attendees by clicking here (login required).

If you are having difficulty logging in to the REITwise Sourcebook, please feel free to contact Member Services at member@nareit.com.

This Sourcebook is provided as a benefit to REITwise® attendees and purchasers of the Sourcebook only. Permission is granted to registered REITwise attendees and REITwise Sourcebook purchasers to view and download the Sourcebook materials for their personal use. Sharing Sourcebook access information or downloading Sourcebook materials to forward or provide copies to others is prohibited.

If you have any questions regarding the REITwise Sourcebook, please feel free to contact member@nareit.com or (202) 739-9400.
2019 Program Directors

Troy McHenry

 Troy McHenry, EVP, General Counsel & Corporate Secretary, HCP, Inc.

Kristin Myers

 Kristin Myers, SVP, Tax, Cousins Properties

John Perkins

 John Perkins, Head, Real Estate Investment Banking, RBC Capital Markets

Kim Voss

 Kim Voss, CAO, American Campus Communities, Inc.
Sponsorship Opportunities

  • Thank you for your interest in sponsorship at Nareit’s REITwise. Explore the available sponsorship opportunities below. To secure a sponsorship, complete the sponsorship interest form. Upon receipt of your sponsorship interest form, a confirmation email and contract will be prepared and sent to the sponsorship contact provided.

    Should you have any questions regarding these sponsorship opportunities, please to contact Chris Flood. Should you have questions concerning the online form or submission process, please contact Tracie Desjardins Betts.

    Sponsorships will be awarded to returning sponsors on first right of refusal basis and will be honored for forms received by Friday, Dec. 7. We encourage you to visit reit.com at that time for additional meeting information.

Current Sponsors
Contact Us

Conference Registration
Tracie Betts
Manager, Operations
202-739-9439
tbetts@nareit.com

Allison Shaw
Manager, Operations
202-739-9420
ashaw@nareit.com

Hotel Reservations
Lacey Rimoli-Wiesel
Housing Director, Staged Right Events
954-404-8252
lacey@stagedrightevents.com

Amy Miller
Meeting and Conference Coordinator, Staged Right Events
954-404-8252
amy@fetchbranding.com

Sponsorship
Chris Flood
VP, Business Development
202-739-9412
cflood@nareit.com

Speakers
Afia Boone
Senior Director, Membership & Meetings
202-739-9433
aboone@nareit.com

Overall Conference Issues
Pam Coleman
SVP, Meetings
202-739-9427

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