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Educational Program

TUESDAY   ·   WEDNESDAY   ·   THURSDAY   ·   FRIDAY

TUESDAY, MARCH 28
2:00 p.m. - 5:00 p.m. Registration
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WEDNESDAY, MARCH 29
7:30 a.m. - 6:30 p.m. Registration
7:30 a.m. - 6:30 p.m Networking Room/Internet Cafe
11:30 a.m. - 1:00 p.m. General Counsel Luncheon
(invitation only)
11:30 a.m. - 1:00 p.m. Senior Financial Officer Luncheon
(invitation only)
11:30 a.m. - 1:00 p.m. Tax Directors Luncheon
(invitation only)
1:15 p.m. - 2:45 p.m. Accounting Committee Meeting
3:00 p.m. - 4:30 p.m. Government Relations Committee Meeting
Special Session: Tax Structuring for U.S. REITs Investing in Europe
4:30 p.m. - 6:00 p.m. Insurance Committee Meeting
4:30 p.m. - 6:00 p.m. State and Local Tax Subcommittee Meeting
 
6:00 p.m. - 7:30 p.m. Opening Reception
Sponsored by: Locke Liddell & Sapp LLP
7:30 p.m. - 9:30 p.m. Open Evening for Sponsor Entertainment
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THURSDAY, MARCH 30
6:00 a.m. - 1:00 p.m. Registration
6:15 a.m. - 8:15 a.m. Continental Breakfast
7:00 a.m. - 8:30 a.m. Steven A. Wechsler Welcome Remarks
Steven Wechsler, President & CEO, NAREIT

Opening General Session
Time of the Season: State of the Capital and Real Estate Markets

  • Cap rate compression: secular or cyclical?
  • Impact of public REITs being acquired by pension plans
  • Competitiveness of real estate versus other asset classes in 2006 and beyond
  • Public to public M&A

MODERATOR
Alexander Rubin, Managing Director, UBS Investment Bank

PANELISTS
Rahul Bhattacharjee, Director, Strategic Investment Group, Merrill Lynch and Co., Inc.
Douglas Herzbrun, Senior Managing Director, CB Richard Ellis Investors
James Lasher, Principal, Banc of America Securities LLC
Christopher Lucas, Managing Director & Senior REIT Analyst, Robert W. Baird & Co
8:30 a.m. - 8:45 a.m. Networking & Refreshment Break
8:45 a.m. - 9:45 a.m. Concurrent Session 1
Aquarius/Let the Sun Shine In: Asset Valuation Workshop
  • Alternative models
  • Gathering inputs
  • Determining appropriate yield requirements
  • Streamlining the process
MODERATOR
Ralph Block, EVP & REIT Portfolio Manager, Phocas Financial Corporation

PANELISTS
Christopher Hoffman, Managing Director, Eastdil
John Lutzius, President, Green Street Advisors Inc.
Simon Melliss, Group Finance Director, Hammerson plc
Richard Wincott, Partner, PricewaterhouseCooper LLP

8:45 a.m. - 9:45 a.m. Concurrent Session 2
Money: Mortgage REITs
  • Tax issues
  • 1940 Act issues
  • Financial standards issues
  • Business issues
MODERATOR
Robert Foley, CFO, Gramercy Capital Corp.

PANELISTS
Anthony Donadio, Executive Director-FSO Tax, Ernst & Young LLP
Richard Jeanneret, Partner, Ernst and Young LLP
R. Neil Miller, Associate, DLA Piper Rudnick Gray Cary US LLP
Jorge Solares-Parkhurst, Director, UBS Investment Bank
8:45 a.m. - 9:45 a.m. Roundtable Discussions
Issue Roundtables

Doing Business in Canada
Discussion Leaders
Peter Glicklich, Partner-Corporate Tax Group, Davies Ward Phillips & Vineberg LLP
Seymour Temkin, Consultant, Goodmans LLP

Eminent Domain Primer
Discussion Leaders
Duff Murphy, Partner, Oliver, Sandifer, Murphy & Lee

Global REITs
Discussion Leaders
John Deignan, Real Estate Sector Sales, UBS
Fraser Hughes, Research Director, EPRA

Investor Relations
Discussion Leaders
Andrew Backman, VP-Investor Relations & Marketing, iStar Financial Inc.
Mary Ellen Fowler, VP-Finance & Investor Relations, Corporate Office Properties Trust

Non-listed, SEC Registered REITs
Discussion Leaders
Peter Fass, Partner, Proskauer Rose LLP
Rosemarie Thurston, Real Estate Securities Practice Group Leader, Alston & Bird LLP

Organizational Development Issues
Discussion Leaders
Pamela Bruno, VP & CFO, BNP, Residential Properties, Inc.
Kurt Heister, Controller & Treasurer, CarrAmerica Realty Corporation
Richard O'Brien, Senior Manager, KPM6

PCAOB Impact on Management's Evaluation of Internal Control
Discussion Leaders
Clay Chilton, VP-Internal Audit, ProLogis
Will Herman, REIT Audit Partner, Deloitte & Touche, LLP

Practical Issues for REIT Tax Compliance
Discussion Leaders
David Lee, VP-Tax, CarrAmerica Realty Corporation
Lynn Stanfield, SVP-Tax, Apartment Investment & Management Co.
Craig Stern, SVP-Tax & Compliance, Vornado Realty Trust

State and Local Tax Issues
Discussion Leaders
Stephen Ryan, Partner-State & Local Tax Services, Grant Thornton LLP
Jane Steinmetz, Partner, PricewaterhouseCoopers LLP

Tax Issues for Overseas Investors in U.S. REITs
Discussion Leaders
Ameek Ponda, Partner & Co-Director-Tax ,Sullivan & Worcester LLP
Carl Riley ,Counsel, Skadden, Arps, Slate, Meagher & Flom LLP


Sector Roundtable Discussions

Health Care Sector Issues
Discussion Leaders
Mark Wallace, SVP & CFO, Health Care Property Investors, Inc.
Richard Riney, EVP, General Counsel & Secretary, Ventas, Inc.

Industrial Sector Issues
Discussion Leaders
Matthew Cohoat, EVP & CFO, Duke Realty Corporation
Edward Nekritz, Managing Director & General Counsel, ProLogis

Lodging Sector Issues
Discussion Leaders
Lester Johnson, SVP, Controller & CAO, FelCor Lodging Trust Incorporated
Paula Maggio, VP & General Counsel, Strategic Hotel Capital, Inc.

Office Sector Issues
Discussion Leaders
Jerry Kyriazis, VP-Financial Reporting, Trizec Properties, Inc.
Jay Leupp, Principal, Alesco Global Advisors

Residential Sector Issues
Discussion Leaders
Edward Lange, Jr., EVP & CFO, BRE Properties, Inc.
Bruce Strohm, EVP, General Counsel & Secretary, Equity Residential

Retail Sector Issues
Discussion Leaders
Esther Blum, SVP, CAO & Controller, Taubman Centers, Inc.
David Fick, Managing Director, Stifel, Nicolaus & Company, Incorporated
9:45 a.m. - 10:00 a.m. Networking & Refreshment Break
10:00 a.m. - 11:00 a.m. Concurrent Session 1
Wouldn't It Be Nice?: REIT Taxes
  • Managing TRS Businesses
  • Structuring overseas investments
  • FAS 109 and REITs
  • Other issues facing practitioners
MODERATOR
Cristina Arumi, Partner, Hogan & Hartson LLP

PANELISTS
Edward Glazer, Tax Partner, Goodwin Procter LLP
Leslie Loffman, Partner, DLA Piper Rudnick Gray Cary US LLP
Dianne Umberger, Partner, Ernst & Young LLP
10:00 a.m. - 11:00 a.m. Concurrent Session 2
When I'm 64: Long-Range Financial Planning Methodology & Technology
  • Developing the strategic business plan
  • Setting underlying assumptions
  • Outputs: Earnings, FFO, Cash, and Financial Position
  • Using the plan
MODERATOR
Bruce Johnson, Managing Director & CFO, Regency Centers Corporation

PANELISTS
Scott Metro, Partner, PricewaterhouseCoopers LLP
Mark Schumacher, SVP, Controller & CFO, Archstone-Smith
Brian Warnock, SVP-Acquisitions & Financial Analysis, Simon Property Group
11:00 a.m. - 11:15 a.m. Networking & Refreshment Break
11:15 a.m. - 12:30 p.m. Concurrent Session 1
Brother, Can You Spare a Dime?: Human Resources Discussion
  • Impact of accounting changes on compensation program evaluation
  • Job Creation Act's impact on deferred compensation
  • Overview of the differences between REIT compensation compared to other industries
MODERATOR
Christine Skizas, Director-Executive Compensation & Rewards, Towers Perrin

PANELISTS
Stuart Brown, VP & Chief Accounting Officer, Federal Realty Investment Trust
David Taub, Partner, Latham & Watkins LLP
Nan Zieleniec, SVP-Human Resources, Developers Diversified Realty Corporation
11:15 a.m. - 12:30 p.m. Concurrent Session 2
Do You Believe in Magic?: SEC Hot Topics
  • Latest SEC comment letters
  • Significant new financial standards
  • Securities reform final rule in practice
  • Staff's latest views on materiality
MODERATOR
Sandra Blum, Partner, PricewaterhouseCoopers LLP

PANELISTS
Ken Betts, Partner, Locke Liddell & Sapp LLP
Michael Coke, EVP & CFO, AMB Property Corporation
Melanie Dolan,Partner, KPMG
Judith Fryer, Corporate & Securities Partner, Greenberg Traurig LLP
12:30 p.m. - 2:00 p.m. Picnic Lunch
12:45 p.m. Golf Tournament
Sponsored by: AIG Real Estate Solutions
1:00 p.m. Tennis Tournament
1:00 p.m. Optional Events
Box Canyon Biking
Living Desert, Lunch & Shopping on El Paseo
Lost Legends Jeep & Old Mining Adventure
Palm Springs Aerial Tramway
6:30 p.m. - 8:00 p.m. Reception
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FRIDAY, MARCH 31
7:30 a.m. - 12:15 p.m. Registration
8:00 a.m. - 9:15 a.m.
Paul Begala
Paul Begala		 Robert Novak
Robert Novak
Breakfast General Session
Both Sides Now

SPEAKERS
Paul Begala, CNN
Robert Novak, Chicago Sun-Times
9:15 a.m. - 9:30 a.m. Networking Break
9:30 a.m. - 10:45 a.m. Concurrent Session 1
I'm a Believer: CMBS, Securitizations and Defeasance
  • Defeasance overview
  • Issues in old and new securitized loan documents
  • The successor borrower and its hidden value
  • Accounting for defeasance
MODERATOR
Patrick Millar
Director
Chatham Financial

PANELISTS
David Kane, Partner, Ernst & Young LLP
Lee Parks, Partner, Fried, Frank, Harris, Shriver & Jacobson LLP
Christopher Porter, VP & Treasurer, Crescent Real Estate Equities Company
9:30 a.m. - 10:45 a.m. Concurrent Session 2
Turn, Turn, Turn: Latest Developments on Tax-Deferred Property Acquisitions
  • Like kind exchanges
  • Structuring UPREIT & other partnership contributions
  • REIT Spin-offs
MODERATOR
Charles Temkin, Director, Deloitte Tax LLP

PANELISTS
Adam Handler, Principal, PricewaterhouseCoopers LLP
Joseph Howe, Partner, Arnold & Porter
Michael Schindler, VP-Tax Strategy & Planning, Kimco Realty Corporation
Louis Weller, Principal-National Real Estate Services, Deloitte & Touche, LLP
10:45 a.m. - 11:00 a.m. Networking & Refreshment Break
11:00 a.m. - 12:15 p.m. General Session
Come Together: Capital Recycling
  • Business reasons for different structures, e.g., JVs with Australian LPTs
  • Methods for accessing cheaper sources of capital
  • Deal structures
MODERATOR
James Fleming, EVP & CFO, Cousins Properties Incorporated

PANELISTS
William Croteau, Partner-Real Estate Group, PricewaterhouseCoopers LLP
Peter Genz, Tax Partner, King & Spaulding
Michael Nelsen, SVP & CFO, Acadia Realty Trust
John Roche, EVP & CFO, New Plan
12:15 p.m. Program Concludes
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