Detailed Schedule



Detailed Schedule

Tuesday, April 1
3:00pm – 5:00pm Registration Opens
Wednesday, April 2
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*

Steven Broadwater, SVP & CAO, Simon Property Group
Ian Kaufman, SVP & CAO, Equity Residential
Heidi Roth, SVP & Controller, Kilroy Realty Corporation

Christopher Drula, VP, Financial Standards, NAREIT

Cindy Fornelli, Executive Director, Center for Audit Quality
Sandy Peters, Head-Policy Financial Reporting Group, CFA Institute
Ross Prindle, Managing Director, Duff & Phelps

  • Center for Audit Quality’s views on various PCAOB proposals
  • CFA Institute’s perspective on certain financial reporting issues
  • Duff & Phelps’ experience with recent valuations of REIT assets, including for PNLRs
3:00pm – 4:30pm Government Relations Committee Meeting*

Jeffrey Clark, SVP-Tax & JV Accounting, Host Hotels & Resorts, Inc.
Rohn Grazer, SVP & Director-Tax, Prologis, Inc.
Brian Wood, SVP-Tax, Ventas Inc.

Andrea Hoffenson, Assistant to the Branch Chief, FI&P, Internal Revenue Service
David Silber, Acting Deputy Associate Chief Counsel, Financial Institutions & Products, Internal Revenue Service
Jonathan Silver, Assistant to the Branch Chief, FI&P, Internal Revenue Service
Andrea Whiteway, Partner, McDermott Will & Emery LLP
Thomas Yeates III, Executive Director, EY

  • Bonus round update on policy issues
  • The IRS Speaks
  • Impact of new proposed debt regulations on partnerships and REITs
  • Final repair regulations: implementation and planning opportunities for REITs
4:30pm – 6:00pm

Insurance Committee Meeting*

Brian Chiolan, Regional VP, Arch
Michael Chu, Assistant VP, Arch
Joe Downey, SVP, Willis
Tony Edwards, EVP & General Counsel, NAREIT
Dan Freudenthal, President, Flood Zone Correction, Inc.
Michael Horvath, SVP-Risk Management, Simon Property Group, Inc.
Melissa Lishner, Director, Crystal & Company
Pam Young, Associate General Counsel & Director, Surplus/Specialty Lines & Producer Relations, American Insurance Association


  • Cyber Liability Insurance
  • National Flood Insurance Program
  • Terrorism Risk Insurance Act (TRIA)
  • D&O Insurance Litigation Trends
6:00pm – 7:30pm Opening Reception
*Open to all REITWise Registrants
Thursday, April 3
7:30am – 4:00pm Registration
7:30am – 4:00pm Networking Room
8:00am – 9:30am

General Session: State of the Capital Markets

Andrew Richard, Managing Director-Real Estate Group, Credit Suisse

Mark Howard-Johnson, Managing Director, BlackRock
Steven Sakwa, Sr. Managing Director, ISI Group
Lisa Sarajian, Managing Director-Structured Finance, Standard & Poor's Rating Services
Timothy Schoen, EVP & CFO, HCP, Inc.

  • M & A landscape
  • IPO Outlook
  • Impact of QE easing on REITs
  • Investor reception of new property types and PNLRs
9:30am – 9:45am Networking Break
9:45am – 11:00am

Concurrent Session 1: Panoply of Issues Facing General Counsels

Brad Molotsky, EVP & General Counsel, Brandywine Realty Trust

Jeffery Curry, Chief Legal Officer, CBL & Associates Properties, Inc.
Michael Pfeiffer, VP & General Counsel, Realty Income Corporation
Karen Singer, SVP, General Counsel & Secretary, Corporate Office Properties Trust

  • Technology for lawyers
  • Legal issues arising from and documenting leases and insurance policies
  • Determining how energy expenses should be determined for purposes of billing to CAM charges
9:45am – 11:00am

Concurrent Session 2: REIT Tax Potpourri

Kathy Miller, SVP, Regency Centers Corporation

Michael Brody, Partner, Latham & Watkins LLP
David Levy, Partner-Tax, Skadden, Arps, Slate, Meagher & Flom LLP
Charles Temkin, Director, Deloitte LLP
Louis Weller, Of Counsel, Bryan Cave

  • Tax implications of financial instruments for mortgage REITs
  • Protocols for like kind exchanges coordinating among treasury, legal and tax functions
  • Independent contractor/TRS service issues
9:45am – 11:00am

Concurrent Session 3: Financial Standards Current Topics

Stephen Theriot, CFO, Vornado Realty Trust

Kristin Bauer, Partner-Accounting Standards & Communication, Deloitte LLP
Christopher Irwin, Partner, PwC
Steve Kane, Partner-Professional Practice-Accounting, EY
Anthony Marone, Principal Accounting Officer, Blackstone Mortgage Trust, Inc.

  • Revenue recognition
  • Financial instruments: classification & measurement
  • Financial instruments: impairment
  • Insurance
9:45am – 11:00am

Concurrent Session 4: Roundtables

Business Intelligence and Data Analytics 

Discussion Leader:
Thomas Taddeo, VP-Chief Information Officer, Kimco Realty Corporation
Navin Warerkar, Sr. Manager, Deloitte Consulting LLP

  • Implementing centralized data repository and standardized reports
  • Efficiently managing the asset portfolio by focusing on information analysis
  • Establishing a level of sophistication in analysis and decision making that aligns with top-tier organizations

Single Family Housing REITs

Discussion Leaders:

Michael Dryden, Managing Director, Credit Suisse
Peter Genz, Partner-Tax, King & Spalding LLP
Shant Koumriqian, CFO, American Residential Properties, Inc.

  • Cash flow potential
  • Managing costs
  • Securitizing rental cash flows
  • Tax issues for this new property type
11:00am – 11:15am Networking Break
11:15am – 12:30pm Concurrent Session 1: SEC Legal Issues

Eric Kevorkian, SVP & Sr. Corporate Counsel, Boston Properties, Inc.

Robert DelPriore, EVP & General Counsel, MAA
Judith Fryer, Shareholder, Greenberg Traurig, LLP
Yoel Kranz, Partner, Goodwin Procter LLP

  • JOBS Act Developments
  • Responding to shareholder activism
  • REITs and Reg FD
11:15am – 12:30pm Concurrent Session 2: REITs Investing Outside of the United States

Joseph Howe, III, Partner, Arnold & Porter, LLP

Scott Brinker, EVP-Investments, Health Care REIT, Inc.
Edward Nekritz, Chief Legal Officer & General Counsel, Prologis, Inc.
Brian McDade, VP-Capital Markets, Simon Property Group, Inc.
Bartjan Zoetmulder, Partner-Tax, Loyens & Loeff N.V.

  • Tax Planning
  • Not being a stranger in a strange land
  • Assessing use of capital abroad
11:15am – 12:30pm Concurrent Session 3: Roundtables

Treasurers' Corner

Discussion Leaders:

Brett Brown, EVP, CFO & Treasurer, Inland Real Estate Corporation
Maria Smith, VP-Investor Relations & Treasury, EDENS

  • Payment methods through financial institutions - electronic payables, credit cards, etc.
  • Leveraging company website for collection of rent payments
  • Lessons learned from managing multiple lockbox accounts
  • Best practices in collection efforts

Supplemental Information Packages  

Discussion Leaders:

Matthew DiLiberto, CAO & Treasurer, SL Green Realty Corp.
John Guinee, III, Managing Director & Analyst, Stifel, Nicolaus & Co., Inc.

  • Best practices


Social Media

Discussion Leader:

Evan Urbania, CEO, ChatterBlast Media

  • Impact on your company
  • How to Handle Crisis Management
12:30pm – 12:45pm Networking Break
12:45pm – 2:30pm
Lunch General Session - Discussion of the Current and Future Real Estate Markets

Speaker: Hans Nordby, Managing Director, PPR, A CoStar Company
2:30pm – 2:45pm Networking Break
2:45pm – 4:00pm Concurrent Session 1: Impact of FASB/IASB Leases Proposal in the Real World

George Yungmann, SVP, Financial Standards, NAREIT

Wendy Arlin, SVP-Corporate Controller, Limited Brands
John Bober, Managing Director-Global Tech, GE Capital
Sandra Peters, Head-Policy Financial Reporting Group, CFA Institute
Danielle Zeyher, Project Manager, Financial Accounting Standards Board

  • Tenants reactions and behavior changes
  • Impact on equipment lessees
  • Investor perspective
  • Latest from FASB
2:45pm – 4:00pm Concurrent Session 2: State and Local Tax Issues

Kimberly Pepe, VP-Tax, Home Properties, Inc.

Sam Melehani, Partner, PwC
Mariano Sori, Partner, BDO USA, LLP
Maura Wheet, VP, Boston Properties, Inc.
Lori Wiseman, Managing Director-Tax, KPMG LLP

  • Combined filing requirements
  • Composite return and Withholding Issues for OPs
  • Franchise and other State and Local Taxes
  • Opportunities in REIT M&A
2:45pm – 4:00pm Concurrent Session 3: Roundtables

Mortgage REITs

Discussion Leaders:

Brad Farrell, CFO & Treasurer, Two Harbors Investment Corp.
Donald Ramon, CFO, Invesco Mortgage Capital Inc.
Jayne Stewart, CAO, Annaly Capital Management, Inc.

  • Current role of Mortgage REITs
  • Future role and importance of Mortgage REITs
  • Regulation and disclosure

Enterprise Risk Management and Public Real Estate Companies

Discussion Leaders:

James Barkley, Secretary & General Counsel, Simon Property Group, Inc.
David Weiss, EVP-General Counsel, DDR Corp.

  • Identification, assessment and mitigation of risk
  • Implementing COSO framework
  • Processes to be undertaken
4:00pm – 5:00pm Happy Hour
Friday, April 4
7:30am – 12:15pm Registration
7:30am – 12:15pm Networking Room
8:00am – 9:15am
Breakfast General Session


Dana Milbank, The Washington Post
Steve Schmidt, MSNBC
9:15am – 9:30am Networking Break
9:30am – 10:45am Concurrent Session 1: Balance Sheet Strategies

Stephen Sterrett, Sr. EVP & CFO, Simon Property Group, Inc.

David O’Reilly, EVP-CIO & CFO, Parkway Properties, Inc.
Mark Streeter, Managing Director, J.P. Morgan Chase & Co.
Luke Zubrod, Director-Risk & Regulatory Advisory Services, Chatham Financial

  • Pros and con of investment grade rating
  • Determining the appropriate target debt level
  • Achieving the right balance between fixed / floating, secured / unsecured debt
  • Assessing when to seek short, medium or long-term maturities
  • Developing effective hedging strategies to address interest rate volatility
9:30am – 10:45am Concurrent Session 2: Issues Popping up on a Tax Directors’ Radar Screen

Shari Thakady, Director-Tax, Ramco-Gershenson Properties Trust

Cameron Cosby, Attorney-Tax, Hogan Lovells US LLP
Kathleen Mason, VP-Taxation, Post Properties, Inc.
James Sowell, Principal, KPMG LLP
Craig Stern, SVP-Tax & Compliance, Vornado Realty Trust

  • Top 10 issues keeping tax directors up at night
  • When does a tenant service become customary?
9:30am – 10:45am Concurrent Session 3: Roundtables

Public Non-listed REITs

Discussion Leaders:

David Lazarus, Sr. Managing Director, Eastdil Secured, LLC
Mitchell Sabshon, CEO, Inland Real Estate Investment Corporation
James Tanaka, EVP, American Realty Capital
Rosemarie Thurston, Partner, Alston & Bird LLP

  • Lessons learned from liquidity events
  • FINRA customer statement Rule
  • What will the industry look like in 5 years?

Sustainability Issues

Discussion Leaders:

Brad Molotsky, EVP & General Counsel, Brandywine Realty Trust
Sukanya Paciorek, SVP-Corporate Sustainability, Vornado Realty Trust
Kirk Rogers, Partner, Grant Thornton LLP

  • Maximizing net revenues by reducing tenant energy costs
  • Reaching new investors through sustainability
10:45am – 11:00am Networking Break
11:00am – 12:15pm Concurrent Session 1: SEC Financial Reporting Issues

Brian Macnamara, SVP & Corporate Controller, Host Hotels & Resorts, Inc.

Melanie Dolan, Partner, KPMG LLP
Steven Jacobs, Partner-Assurance, EY
Cicely LaMothe, Sr. Assistant Chief Accountant, Securities and Exchange Commission, Department of Corporate Finance-Real Estate
Shea Morgenroth, CAO, Hines Real Estate Investment Trust, Inc.
David Wolff, VP-Financial Reporting, Taubman Centers, Inc.

  • Comment letters
  • SEC filings for property acquisitions
  • Audit report proposal
11:00am – 12:15pm Concurrent Session 2: Winning the Say On Pay Vote

James Hanks, Partner, Venable LLP

Amy Bilbija, EVP, MacKenzie Partners, Inc.
Mark Borges, Principal, Compensia
Gwen Le Berre, VP-Corporate Governance & Responsible Investment, BlackRock
John Roe, Head-Advisory & Client Services, Institutional Shareholder Services

  • Designing the compensation plan
  • ISS guidelines and stockholder outreach
  • Getting in the vote
  • Responding to a failed vote the next year
11:00am – 12:15pm Concurrent Session 3: Roundtable

Historic and New Market Credits

Discussion Leaders:
Mark Einstein, Partner, CohnReznick LLP
David Luker, Director-Taxes, Pennsylvania Real Estate Investment Trust
Stephen Sharkey, Partner, DLA Piper

  • Monetizing Tax Credits
  • Specific Tax Issues for REITs
  • Effect of Rev. Proc. 2014-12 Safe Harbor on Tax Credit Deals
  • Consolidation under GAAP

Timber REITs

Discussion Leaders:
Thomas Smith, VP & Director-Taxes, Weyerhaeuser
Scott Winer, VP-Taxes, Rayonier Inc.
  • Legislative Update – Camp Proposals on Timber and Timber REITs
  • Audit Updates
  • IRS Private Letter Rulings
12:15pm Program Concludes