Trends & Strategies Conference

Agenda/Event Wrap–Up

February 26 & 27

Thursday, February 26

2:00 - 2:15pm

WELCOME

2:15 – 3:00pm

Capital Market Overview with Trey Morsbach, Senior Managing Director, HFF

3:00 – 4:00pm

Non-traditional Capital Panel - Video
Moderated by Jim Fried, Managing Director, Aztec Group Inc.

Panel:

Kendall Almerico, CEO, FundHub
Robert Lee, Managing Director, Silver Portal Capital
Tom Handler J.D., P.C. Partner, Chairman, Handler Thayer LLP
Nathan Rachels, First Vice President, Inland Securities Corporation

4:15 - 5:30pm

Breakout session
Gain more in-depth perspective with selected non-traditional capital topics. Choose one:

Securities with Nathan Rachels, First Vice President, Inland Securities Corporation. Facilitated by Michael Greene, Real Estate and Corporate Law Partner, Assouline & Berlowe, P.A.
Slides

Crowd Funding with Kendall Almerico, CEO, FundHub and Robert Lee, Managing Director, Silver Portal Capital. Facilitated by Todd Jones, Managing Director/Property Tax, Cushman & Wakefield of Florida, Inc.
Slides

Family Office with Tom Handler, J.D., P.C. Partner, Chairman, Handler Thayer LLP. Facilitated by Jim Fried, Managing Director, Aztec Group Inc.
Video  |  Slides

5:30 – 7:30pm

Networking Reception Terrace Pool Deck

Friday, February 27

7:30 – 8:30 A.M.

Continental Breakfast

8:15 - 8:30 A.M.

UF Bergstrom Center for Real Estate Studies Alumnus of the Year Presentation - Video

8:30 – 9:15 A.M.

Community Impact - a new way to revitalize communities. Moderated by Paul Ellis, President, CNL Commercial Real Estate
Video

Panel:

Tom Sittema, CEO, CNL
Steve Hogan, CEO, Florida Citrus Sports – Lift Orlando
Craig Ustler, President Ustler Development/ TBD – BOA Community Development – Creative Village

9:15 – 10:00 A.M.

John Doggett. Senior Lecturer, University of Texas

Topic: US Competitiveness in the global market - Slides

10:30 – 11:30 A.M.

John Duca, Associate Director of Research and Vice President, Federal Reserve Bank of Dallas; Adjunct Professor of Economics, Southern Methodist University; Executive Director, International Banking, Economics, and Finance Association

Topic: Making Sense of the Housing Recovery - Video  |  Slides

Drawing on his academic research and the recent annual report from the Dallas Federal Reserves, John will discuss the drivers and trends in the national housing recovery.

11:45 A.M. – 1:00 P.M.

Lunch

12:00-12:20 P.M.

UF Bergstrom Center Real Estate Hall of Fame Induction Ceremony- Stanley G. Tate

1:00-1:15 P.M.

Break

1:15 – 2:00 P.M.

Bruce Turkel

Topic: 7 steps to building your brand