Thursday, September 15

All sessions in Century Ballroom unless otherwise noted. Students invited at 5pm.

• 12:00pm – 2:00pm – Executive Committee Meeting, Location: Dogwood Lane, lunch provided
• 3:00pm – 3:30pm – Center Welcome, Mentor/Mentee Discussion with Cary Goldberg
• 3:30pm – 5:00pm – State of the Sector discussion, moderated by Paul Ellis and Jonathan Balthrop
• 5:00pm – 5:30pm – Select Student Introductions

Board members and students:

• 5:30pm – 6:30pm – Networking in hotel lobby

Board members only dinner

Friday, September 16

Board members and students: all sessions in Century Ballroom.

• 8:00am – 9:00am – Hotel breakfast
• 9:00am – 9:45am – Bergstrom Center and Program Update
• 9:45am – 10:15am – Selected Student Introductions
• 10:15am – 10:45am – Mid-morning networking break
• 10:45am – 11:15am – UF Update from Dean Saby Mitra, Warrington College of Business
• 11:15am – 12:00pm – The Future of Utility Rates and the Electricity System
  Speaker: Ted Kury, Director of Energy Studies, Public Utility Research Center
• 12:00m – 1:00pm – Lunch and networking

Thursday, September 23

Board Members Only- all sessions in Century Ballroom unless otherwise noted

• 12:00 – 2:00 pm – Executive Committee Meeting
  Location: Dogwood Lane
• 2:30 – 3:30 pm – Videotaping testimonials for Dr. Archer’s retirement
  Location: Live Oak
• 3:30 – 5:00 pm – State of the Sector discussion, moderated by Cliff Taylor, Senior Vice President, CBRE
• 5:30 – 5:30 pm – Select Student Introductions

Board Members and Students

• 5:30 – 6:30 pm – Networking in hotel lobby

Board Members Only

• 7:00 – 10:00 pm – Dinner at Spurrier’s, Celebration Pointe, 4860 Steve Spurrier Way, Gainesville, FL 32608. Spurrier’s is about 15-20 minutes away from the UF Hilton.

Friday, September 24

Board Members and Students- all sessions in Century Ballroom

• 8:00 – 9:00 am – Hotel breakfast
• 9:00 – 9:30 am – Bergstrom Center update by Tim Becker, Director, UF Bergstrom Real Estate Center
• 9:30 – 10:15 am – Wells Fargo Economic Outlook
  Speaker: Mark Vitner, Managing Director & Senior Economist, Wells Fargo Corporate & Investment Banking
• 10:15 – 10:45 am – Mid-morning networking break
• 10:45 – 11:15 am – UF Real Estate Research Update with Dr. David Ling and Dr. Bill Hughes
• 11:15 – 11:45 am – Introduction to Dean Saby Mitra
• 11:45 am – 12:30 pm – Lunch
• 12:30 – 1:30 pm – Advice I Would Give My Younger Self, moderated by Nick Banks, Principal, Managing Director, Avison Young
  • Brian Lott, Vice President, Covenant Capital Group
  • Peter Ma, Executive Vice President, England-Thims & Miller
  • Angela Tharpe, Chief of Staff, The Collier Companies

Thursday, September 12

UF Hilton Century A

• 12:00 – 2:00 pm – Executive Committee Meeting – lunch provided
  UF Hilton – Dogwood
• 3:00 – 3:30 pm – Welcome and mentor discussion
• 3:30 – 4:30 pm – Interest Rates and the Federal Reserve
  Mark J. Flannery, Bank of America Eminent Scholar Chair; Eminent Scholar – University of Florida
• 4:30 – 5:30 pm – State of the Sector Board Member discussion
  Moderated by Rob Klein, Managing Partner, Monday Properties
• 5:30 – 6:45 pm – Networking Reception at UF Hilton (board members and students)
  UF Hilton Pre-function Area
• 7:00 – 9:00 pm – Dinner – Shula’s (Advisory Board Only)

Friday, September 13

UF Hilton Century A

• 8:00 – 9:00 am – Networking breakfast with board members and students
• 9:15 – 9:45 am – Bergstrom Real Estate Center Update
• 9:45 – 11:00 am – Class of 2020 MSRE Student Introductions
• 11:15 am – 12:00 pm – Advice I Would Give my Younger Self
  Moderated by Dan Woodward, Vice President, Highwoods Properties
  • Steve Hagenbuckle, Managing Partner, TerraCap Management LLC
  • Todd Jones, Principal, RealAdvice
  • Mary Pat Dunleavy, Senior Vice President, Fidelity National Title Group
• 12:00 – 12:30 pm – Lunch
• 12:30 – 1:30 pm – The Future of UF campus
  Charlie Lane, Senior Vice President and Chief Operating Officer

Thursday, September 13

Multiple locations

• 12:00 – 2:00 pm – Executive Committee Meeting – lunch provided
  Hough 338 Board room
• 3:00 – 4:00 pm – Generation Z is here – are you ready to empower them?
  Bryan 232 (Advisory Board Only)
  Mickey Howard, Associate Director, Department of Marketing & Strategic Communications – Division of Student Affairs, University of Florida
• 4:00 – 4:15 pm – Understanding Tax Reform: Opportunities and Strategies in Real Estate
  Bryan 232 (Advisory Board Only)
  John G. Ebenger, CPA, Director of Tax Services, Berkowitz Pollack Brant
• 4:30 – 5:30 pm – State of the Sector Board Member discussion
  Moderated by Rob Klein, Managing Partner, Monday Properties
  Bryan 232 (Advisory Board Only)
• 5:30 – 6:45 pm – Networking Reception on campus
  Hough North Court (Advisory Board & Students)
• 7:00 – 9:00 pm – Dinner on campus at Alcorn Center, catering by 4Rivers
  Heavener room 160 (Advisory Board Only)

Friday, September 14

Multiple locations (Advisory Board & Students)

• 7:45 – 8:45 am – Networking breakfast with board members and students
  AC Marriott Gainesville Downtown 10th floor-rooftop terrace.
• 9:15 – 9:45 am – Welcome and Bergstrom Real Estate Center Update
  Scarola Auditorium, Bryan 130
• 9:45 – 11:00 am – Class of 2019 MSRE Student Introductions
  Scarola Auditorium, Bryan 130
• 11:15 am – 12:00 pm – Advice I would give my younger self
  Scarola Auditorium, Bryan 130
  Moderated by Sandy Hostetter, Central Florida Regional President, Valley National Bank
  • Anne-Marie Ayers, First Vice President, CBRE, Inc./Brokerage
  • Nick Banks, Managing Director, Front Street Commercial Real Estate Group
  • Angela Brown, Vice President, Meridian Appraisal Group, Inc.
  • Steven Messing, Chief Operating Officer, The Ferber Company
• 12:15 – 1:00 pm – Lunch, catering by Dos Mamas
  Smathers Library room 100
• 1:00 – 2:00 pm – FIBER: Florida Institute for Built Environment Resilience
  Smathers Library room 100
  Chimay Anumba, Dean – College of Design, Construction and Planning, University of Florida

Thursday, November 2

UF Hilton

• 12:00 – 2:00 pm – Executive Committee Meeting at UF Hilton, Hawthorne Room
• 10:00 am – 4:00 pm – Retreat Check in at UF Hilton
• 3:00 – 5:30 pm – Advisory Board – State of the industry discussions (Advisory Board Only)
• 5:30 – 6:45 pm – Networking Reception at UF Hilton (Advisory Board & Students)
• 7:00 – 9:00 pm – Dinner at Shula’s Steakhouse at UF Hilton (Advisory Board Only)

Friday, November 3

All day at UF Hilton Conference Center – (Advisory Board & Students)

• 8:00 – 9:00 am – Networking Breakfast
• 9:00 – 9:30 am – Welcome and Bergstrom Real Estate Center Update
• 9:30 – 10:30 am – Class of 2018 MSRE Student Introductions
• 11:00 am – 12:00 pm – Sea Level Rise in Florida – Presented by Arnoldo Valle-Levinson, Professor, Civil and Coastal Engineering Department, University of Florida
• 12:00 – 1:00 pm – Lunch
• 12:20 – 1:00 pm – UF Fundraising Campaign, Jon Cannon, Executive Director of Development, Warrington College of Business
• 1:15 – 2:15 pm – Florida’s changing demographics and how they are shaping Florida’s future – Presented by Rich Doty, GIS Coordinator & Research Demographer, Bureau of Economic and Business Research, University of Florida

Thursday, September 8

Location varies

• 11:00 am – 12:30 pm – Executive Board Meeting at UF Hilton, Dogwood Room
• 10:00 am – 4:00 pm – Retreat Check in at Hilton
• 1:00 – 3:45 pm – Bus tour, bus hosts Beau Berry, Coldwell Banker Commercial M.M. Parrish and Nick Banks, Managing Director, Front Street Commercial Real Estate Group
• 1:15 pm – Butler Plaza, introduced by Tad Templeton, Managing Partner, Templeton Group
• 2:00 pm – Celebration Pointe, introduced by Dave Stockman, Development Director, Viking Companies
• 2:45 pm – Power District/Depot Park tour, introduced by Andrew Meeker, Project Manager, Gainesville CRA
• 3:30 pm – Innovation Hub, introduced by Jane Muir, Director, Innovation Hub
• 4:00 pm – parking available at Tigert Gated Lot for guests who missed the bus tour
• 4:30 – 6:30 pm – Student Introductions – 130 Bryan Hall
• 6:30 – 7:30 pm – Networking Reception – Heavener Hall Student Commons
• 7:30 – 9:00 pm – Dinner at Alcorn Center

Buses leave the UF Hilton every 20 minutes starting at 7:45pm until 9:45pm.

Friday, September 9

All day at UF Hilton Conference Center- Century B &C Ballroom

• 8:00 – 9:00 am – breakfast
• 9:00 – 9:30 am – Welcome and Center Update
• 9:30 – 11:00 am – Round tables
• 11:15 am – 12:00 pm – Charlie Lane, Chief Operating Officer, University of Florida
• 12:00 – 1:00 pm – Lunch
• 12:20 – 1:00 pm – Anika Khan, Economist, Wells Fargo
• 1:00 – 1:45 pm – What’s in your wallet panel? – Current trends in Real Estate Investment and new sources and structures for equity and debt
  Moderator: Jim Fried
  Panelists: Dirk Aulabaugh, Managing Director, Green Street Advisors; William Clarkson, Manager of Special Servicing, Torchlight Investors; Neil Freeman, Chairman & CEO, Aries Capital; Kelley Bergstrom, President, Bergstrom Investment Management

Round table topics:

1. Creating winning Letters of Intent – How to draft a complete Lease/purchase/sale LOI that clarifies the deal and makes it happen
   Moderator: Barry Lapides, Attorney, Berger Singerman
2. Adding Value by Going Global: What is the impact of the global economy on Florida Real Estate and how do we connect to Dollars from Abroad
   Moderator: Sandy Londono, Vice President, Sabadell United Bank
3. Creating Value for Your Clients: Real life examples of winning business and creating your success by making others successful
   Moderator: Steve Messing, Chief Operating Officer, Ferber Company
4. The New Age of Marketing RE – Creating Value via New Platforms and New Technology
   Moderator: Julie Augustyn, Senior Director, Foundry Commercial
5. Urban Redevelopment: Where can we create value by finding interesting new neighborhoods for re- development and when do you start buying and assembling
   Moderator: Ken McGurn, President, McGurn Investment Company
6. Developing in Today’s Marketplace: Creating Value in a Peaky RE environment
   Moderator: Scott MacLaren, President, Stiles
7. Creating Value by Making the Right Construction Decisions. the impact of construction hard/soft costs on project pro-forma, and whether you go/no go on development cycle execution through cutting edge construction techniques
   Moderator: RJ Walker, Director Business Development, Southeast U.S., Hawkins Construction, Inc.
8. Creating Value through effective financing techniques: How can we take advantage of current rates and liquidity and best position our properties
   Moderator: David Kern, Senior Vice President, Regions Bank

Thursday, September 24

Locations vary

• 12:00 – 2:00 pm – Executive Committee Meeting UF Hilton Conference Center, Dogwood
• 11:30 am – 4:00 pm – Retreat Check-in, UF Hilton Conference Center, Century A
• 2:15 – 2:45 pm – Meet the new board members
• 3:00 – 4:30 pm – Real Estate Student Introductions
• 5:30 – 6:00 pm – Dedication ceremony at Bryan Hall (park at gated lot by Tigert Hall; see map)
• 6:00 – 7:00 pm – Network and drinks at Hough North Court-campus tour
• 7:00 – 9:00 pm – Dinner at Alcorn Center at Heavener Hall

Friday, September 25

All day at Sweetwater Branch Inn

• 8:00 – 9:00 am – Networking Breakfast at Sweetwater Branch Inn (see map)
• 9:00 – 9:30 am – Welcome & Bergstrom Center Update
• 9:30 – 11:00 am – Board Roundtables
• 11:15 am – 12:00 pm – Crowdfunding – Dr. Richard Swart, U.C. Berkeley
• 12:15 – 1:30 pm – Lunch – K.C. Conway, SunTrust
• 1:45 – 2:45 pm – 1031 Exchanges – Research by Dr. David Ling

Thursday, September 11

• 12:00 – 2:00 pm – Executive Committee Meeting
• 12:30 – 4:00 pm – Retreat Check-in
  Hallway in front of the Century Ballrooms
• 2:15 – 2:45 pm – Meet the new board members
• 3:15 – 4:45 pm – Real Estate Student Introductions
• 5:00 – 7:00 pm – Reception for Advisory Board members and Real Estate students
• 7:30 pm – Dinner (for Advisory Board members only)
  Florida Museum of Natural History

Friday, September 12

• 8:00 – 9:00 am – Networking Breakfast
• 9:00 – 9:30 am – Welcome & Bergstrom Center Update – Dr. Wayne Archer
• 9:45 – 10:45 am – After the Boom: Does Florida Still Need Affordable Housing – Anne Ray, Associate Director, Shimberg Center for Housing Studies
• 11:00 – 11:30 am – UF Preeminence – Dr. Joe Glover, SVP & Provost
• 11:45 am – 1:00 pm – Commercial Real Estate and Construction: Turning the Corner – Anika Khan, Economist, Wells Fargo (lunch)
• 1:15 – 3:00 pm – Roundtables – 9 tables with different topics – Pick three, Rotate after 25 minutes.
  Topics:
  1. Recruiting and retaining talent – Andy Hogshead
  2. Social media trends your business can’t miss – Jim Fried
  3. Office Trends – Dan Woodward
  4. Retail Trends – Rachel Wein & Carson Good
  5. Industrial Trends – Steve McCraney
  6. Market Rate Multifamily Trends – Richard Donnellan Jr.
  7. Housing Trends – Chris Ward
  8. How Millennials are changing the Marketplace – Jeanna Mastrodicasa
  9. Capital Markets – Robert Klein

Thursday, September 19

• 12:30 – 4:00 pm – Retreat Check-in
  Hallway in front of the Century Ballrooms
• 2:30 – 3:45 pm – Real Estate Student Introductions
• 4:00 – 5:30 pm – Small Group Discussions with UF Real Estate Students
• 5:30 – 7:00 pm – Reception for Advisory Board members and Real Estate students
• 7:15 pm – Dinner (for Advisory Board members only)
  Florida Museum of Natural History

Friday, September 20

• 8:00 – 9:00 am – Networking Breakfast
• 9:00 – 9:45 am – Welcome & Bergstrom Center Update
• 9:45 – 10:45 am – Breakout Sessions
  1. Accounting for Troubled Debt Restructuring (Chris Cichoski, CPA, Audit Manager, Berkowitz Pollack Brant)
  2. Debt & Equity Markets (Howard Taft/Steve Cohn/Jim Stine)
• 10:45 – 11:45 am – State of our Cities – Is there a Detroit in Florida?
  • Panelists:
    • Jerry D. Parrish
      Chief Economist and Director of the Center for Competitive Florida, Florida TaxWatch Adjunct Instructor in the Masters in Applied Economics Program, Florida State University
    • Larry Levitz
      Director, Fitch Ratings
  • Moderated by:
    • Todd Jones
      Managing Director, Property Tax, Cushman & Wakefield of Florida, Inc.
• 11:45 am – 1:00 pm – Lunch – University of Florida Update
  C. David Brown, II
  Chair, UF Board of Trustees / Chairman, Broad and Cassel Attorneys at Law
• 1:15 – 3:00 pm – Roundtable – Open Discussion

Thursday, September 20

• 12:30 – 4:00 pm – Retreat Check-in – Hallway in front of the Century A Ballroom
• 1:00 – 2:00 pm – New Advisory Board Member Orientation – Century A Ballroom
• 2:00 – 2:30 pm – Bergstrom Center Update
  Tim Becker, CCIM
  Director, Kelley A. Bergstrom Center for Real Estate Studies
• 2:30 – 3:45 pm – Real Estate Student Introductions
• 4:00 – 5:45 pm – Speed Networking with Students
• 6:00 – 7:30 pm – Reception for Advisory Board members, Real Estate students and Bergstrom Council members
• 7:45 pm – Dinner – All Board members and Real Estate students are invited (Choice of several restaurants; More information will be emailed just prior to the retreat)

Friday, September 21

• 8:00 – 9:00 am – Networking Breakfast
• 9:00 – 9:15 am – Welcome – Century B & C Ballrooms
  • Wayne Archer, Ph.D., Executive Director, Bergstrom Center for Real Estate Studies; William D. Hussey Professor, University of Florida
  • James W. Stine 2012-2013 Chair, Bergstrom Center Real Estate Advisory Board; Chief Investment Officer, Ram Realty Services
  • John Crossman, Conference Committee Chair, 2013 UF Bergstrom Center Real Estate Trends & Strategies Conference; President, Crossman and Company
• 9:15 – 10:15 am – Roundtable Discussion led by Steve Cohen, Senior Vice President of Commercial Real Estate Sales, Sabadell United Bank, N.A.
• 10:30 – 11:30 am – Jeff Martin, Co-Founder and CEO, Tribal Technologies
• 11:30 am – 1:00 pm – Luncheon featuring Mark Vitner, Managing Director and Senior Economist, Wells Fargo
• 1:00 – 2:00 pm – Professor Mark J. Flannery, Bank of America Eminent Scholar, University of Florida Warrington College of Business

Thursday, September 15

• 1:00 – 4:00 pm – Retreat Check-in
  Hallway in front of the Century A Ballroom
• 2:00 – 3:00 pm – New Advisory Board Member Orientation
• 3:15 – 4:15 pm – Real Estate Student Introductions
• 4:30 – 5:30 pm – Networking with Students
• 5:30 – 7:00 pm – Reception for Advisory Board members, Real Estate Students and Bergstrom Council members
• 7:30 – 9:30 pm – Chairman’s Circle Dinner – Invitation Only (Mark’s Steakhouse)

Friday, September 16

• 8:00 – 9:00 am – Networking Breakfast
• 9:00 – 9:15 am – Welcome
  • Wayne Archer, Ph.D., Executive Director, Bergstrom Center for Real Estate Studies; William D. Hussey Professor, University of Florida
  • Richard P. Donnellan, Jr., 2011-2012 Chair, Bergstrom Center Real Estate Advisory Board; Principal, Apartment Realty Advisors
• 9:15 –10:15 am – Real Estate Outlook
  KC Conway, MAI, CRE
  Executive Managing Director, Real Estate Analytics, Colliers International
• 10:30 – 11:30 pm – Economic Outlook
  Sam Chandan, Ph.D.
  President and Chief Economist, Chandan Economics
• 11:45 – 12:45 pm – Networking Lunch
• 1:00 – 2:30 pm – Roundtable Sessions
  Moderator: Steve Cohen
  Senior Vice President, Commercial Real Estate, American Momentum Bank
• 2:30 – 3:15 pm – Innovation Square Update
  Ed Poppell
  Vice President for Business Affairs & Economic Development, University of Florida
• 3:30 – 4:15 pm – Bergstrom Center Update
  Tim Becker, CCIM
  Director, Bergstrom Center for Real Estate Studies, University of Florida

Saturday, September 17

• Noon – 3 pm – UF Bergstrom Center Tailgate – Join UF real estate alums, Bergstrom Council members, fellow Advisory Board members, real estate students and friends for a tailgate before the Tennessee game. Food and drinks will be provided by Fabian Realty. 316 NW 17th Street. – located on the SW corner of NW 3rd Place and NW 17th Street, just north of The Swamp Restaurant

Thursday, April 15

• 12:00 – 2:00 pm – Check in
  Hyatt lobby, adjacent to the guest registration desk
• 1:00 – 2:00 pm – New member orientation
  Palm (Lower level)
• 2:15 – 5:00 pm – Board meeting begins
  Palm (Lower level)
  • 2:15 Welcome, introductions, general board meeting
  • 3:15 Networking break
  • 3:30 “Why Florida – a look at how Florida will compete for growth”
    • Panelist – Dr. Craig Wood, Professor and Co-Director, Center for Education Finance, Education Administration and Policy University of Florida
    • Tim Goldfarb, Chief Executive Officer, Shands HealthCare
    • Louis E. Laubscher, CFO, Enterprise Florida
• 5:30 – 6:30 pm – Advisory Board Cocktail reception
  Bahama Breeze Restaurant
• 6:30 – 8:00 pm – Advisory Board Dinner
  This is a pay your own event
  Bahama Breeze Restaurant
  Chairman’s Circle Dinner – Invitation Only

Friday, April 16

• 7:30 – 8:30 am – Networking Breakfast
  Palm foyer (Lower level)
• 8:00 am – 1:30 pm – Board meeting continues
  Palm (Lower level)
  • 8:00– 9:30am What’s Happening in Washington
    Kyle Mulhall, of Counsel, Government Affairs and Public Policy, Akerman Senterfitt
  • 9:30 Networking break
  • 9:45 – 11:00am Florida’s Economic Outlook
    Dr. Hank Fishkind, Principal, Fishkind & Associates
  • 11:30 – 12:30pm Growth Management & Amendment 4 – The potential effect in Florida
    Robert M. Rhodes, of Counsel, Foley & Lardner, LLP
  • 11:00 Open Mic Night – what’s your firm’s strategy for survival in this market?
• 12:30 – 1:30 pm – Luncheon – Closing of Meeting
  Palm (Lower Level)

Thursday, April 16

• 12:00 – 2:00 pm – Check in at Hyatt Grand Cypress
  Hyatt lobby, adjacent to the guest registration desk
• 1:00 – 2:00 pm – New member orientation
  Camellia room (Lobby level)
• 2:00 – 5:00 pm – Board meeting begins
  Palm (Lower level)
  • 2:00 Welcome, introductions, strategic plan update
  • 3:15 Networking break
  • 3:45 Credit discussion with: Sandy Hostetter, CNL Bank; Al Rex, Grandbridge Real Estate Capital LLC; Howard Taft, Cohen Financial
• 5:30 – 6:00 pm – Cocktail reception
  Sponsored by Rockefeller Group Development Company
  Bahama Breeze Restaurant
• 6:00 – 8:00 pm – Dinner Banquet
  Paid for on your own
  Bahama Breeze

Friday, April 17

• 7:30 am – Continental Breakfast
  Palm foyer (Lower level)
• 8:00 am – 12:30 pm – Board meeting continues
  Palm (Lower level)
  • 8:00 Sam Chandan, President and Chief Economist, Real Estate Economics, LLC
  • 9:15 Networking break
  • 9:45 Real estate roundtables
  • 10:30 Networking break
  • 11:00 Open Mic Night – what’s your firm’s strategy for survival in this market?
• 12:30 – 1:30 pm – Luncheon
  Palm
  Keynote address: Kyle Mulhall, Akerman Senterfitt, Washington, DC will discuss the stimulus bill and other forthcoming legislation that will directly impact our commercial real estate business
• 2:00 pm – Golf outing
  Grand Cypress new course
  Villas at Grand Cypress; shuttle available
• 2:00 pm – Tennis event
  Grand Cypress Racquet Club

Thursday, April 24

• 10:30 am – Golf Tournament
  Palmer Legacy Course
• 1:30 pm – Tour of Reunion Resort
• 2:30 – 3:30 pm – New member orientation
  Osceola
• 3:45 – 4:45 pm – Committee Meetings
• 5:00 pm – Board meeting
  Grande D and E
  • Welcome – Board Chair Chuck Davis, Director, Met Life Real Estate Investments, Inc.
  • Comments from our host – Rob Gidel, President, Ginn Companies, LLC
  • Strategic plan presentation and comments – Strategic plan committee chair Casey Cummings, President, Ram Development Company
  • UF Bergstrom Center and academic programs update – David Ling, Director, Nathan S. Collier Master of Science in Real Estate (MSRE) program, and Wayne Archer, Executive Director, Bergstrom Center for Real Estate Studies

Friday, April 25

• 8:00 am – Continental Breakfast
  Foyer
• 8:25 am – Board meeting
  Grande D and E
  • Welcome
  • 8:30am – State of the Market – Hank Fishkind, Fishkind and Associates, Inc.
  • 9:15am – Supply/Demand in Major SMSA’s – Anthony Crocco, Metrostudy
• 10:00 am – Break
• 10:15 am – Board meeting
  Grande D and E
  • 10:15am – Capital Markets – Lou Taylor, Deutsche Bank Securities
  • 11:00am – Real estate “Food groups” panel with open forum; moderator: Chuck Davis
• 12:30 pm – Luncheon
  Grande A, B and C
• 1:30 pm – Adjourn

Thursday, May 10

• 9:00 – 9:20 am – Check in for Golf Tournament
  Black Swan Upper Veranda
• 9:00 am – 2:00 pm – Golf Tournament
  New Course
  Sponsored by Stiles Corp.
• 4:00 – 4:30 pm – Executive Committee meeting
  Muirfield B
• 4:30 – 5:30 pm – New member orientation
  Muirfield B
  Sponsored by Stiles Corp.
  All members who have joined the Board since June 2006 should plan to attend. Other Board members are welcome too.
• 6:00 – 7:00 pm – Cocktail Reception
  St. Andrews Terrace
  Sponsored by Opus South, Hardin Construction Company, and Douglas Development
• 7:00 – 10:00 pm – Advisory Board Dinner Banquet
  St. Andrews A
  Sponsored by Rockefeller Group Development Corp and CBRE
  Beer/wine courtesy of Goodkin Consulting
  Dessert courtesy of BankUnited
  • New Board member introductions
  • UF‐FARE News & Events
    • Pam DeMichele, Director of Admissions & Student Services for UF’s MSRE Program
    • Daniel Byrnes, Captain, UF‐FARE Central FL Region (Isola & Associates, Inc.)
    • Katherine Bruner, member, UF‐FARE Central FL Region (Mainsail Development)
    • Dave Arnold, member, UF‐FARE Central FL Region (Crosland, Inc.)
    • Beau Beery, Captain, UF‐FARE Gainesville/Ocala Region (AMJ, Inc.)
    • Garritt Bader, Captain, UF‐FARE Tampa/St. Pete Region( HuntDouglas Real Estate Services)
    • Rachel Elias Wein, Captain, UF‐FARE out of area (Ernst and Young)
    • Bryson Ridgway, Captain, UF‐FARE South FL Region (Stiles Corporation)
  • Awards & Recognition Ceremony
    • Ken Mamula, Chair, Scholarship & Awards Committee
    • Dick Donnellan, member, Scholarship & Awards Committee

Friday, May 11

• 8:00 – 8:30 am – Breakfast
  St. Andrews Foyer
  Sponsored by ContraVest, Inc.
• 8:30 – 10:00 am – Welcome
  St. Andrews A & B
  Edgar Jones, Chair, UF Real Estate Advisory Board Vice President & Regional Development Officer – Florida Rockefeller Group Development Corporation
  • UF MSRE Program & Bergstrom Center Updates
    • David Ling, Ph.D, Director, Nathan S. Collier Master of Science in Real Estate Program William D. Hussey Professor
    • Wayne Archer, Ph.D, Director, Bergstrom Center for Real Estate Studies
      Wachovia Fellow
• 10:15 am– 12:00 pm – Panel Discussion: Florida Real Estate Markets
  St. Andrews A & B
  • Moderator: Board member Jim Stine, CIO, Stiles Corporation
  • Office markets: Board member Dan Woodward, VP – Tampa, Highwoods Properties, Inc.
  • Industrial: Board member Walter Byrd, Transwestern
  • Residential: Board member Casey Cummings, President, Ram Development Company
  • Capital markets: Board member Rob Gidel, Managing Partner, Liberty Partners, LP
• 12:00 – 1:30 pm – Luncheon
  Muirfield A & B
  Sponsored by The Collier Companies and Cohen Financial
  • Capstone Competition Winning Presentation
    UF MSRE class of 2007 winning team:
    • Chris Henderson (leader)
    • Matt Koblegard
    • Liz Kenney
    • Catarina Soars
    • Josh Spoont
    • Mallory Minichbauer
• 1:30 – 3:00 pm – Panel Discussion: Our World is Changing Yours – Building the Bridge between Supply Chain Management & Florida Real Estate
  St. Andrews A & B
  • Moderator: Board member Edgar Jones
  • Panelists:
    • Steve Crosby, President, CSX Real Estate Property, Inc.
    • Jim Reeb, Ph.D, Sr. Managing Director, Cushman & Wakefield Global Business Consulting Brandi
    • Hanback, Esq., Managing Director, Rockefeller Group Foreign Trade Zone Services

Thursday, May 11

• 9:00 – 9:20 am – Meet at Villas at Grand Cypress Golf Resort
  [Pro Shop Check-in]
• 4:30 – 6:00 pm – New Member Orientation
  [Muirfield Room]
• 6:00 – 7:00 pm – Cocktail Reception (Relaxed Business Attire)
  [Lagoon Terrace off St. Andrews Ballroom]
  In the event of inclement weather, Reception to be held in Garden Terrace
• 7:00 – 10:00 pm – Advisory Board Dinner Banquet
  • Opening Remarks & Moderator Ray Sandelli, Senior Managing Director – Florida
    CBRE Richard Ellis, Inc.
  • New Member Introductions to Advisory Board
  • Personal & Professional Updates by Board Members
  • Recounting Stories of Members Connecting with Students
  • Informal & Impromptu Comments From the Floor
  • Awards & Recognition Ceremony

Friday, May 12

• 7:30 – 8:30 am – Registration and Welcome Breakfast
• 8:30 – 9:15 am – Program & CRES Updates
  • Dr. David Ling, CRES Director
  • Opening Remarks – CRES Chairman-Elect Edgar Jones, Director – Florida Operations Rockefeller Group Development Corporation
• 9:15 – 10:00 am – UF CRES Survey of Emerging Market Conditions
  Wayne Archer & Mark Monroe
• 10:15 am – 12:15 pm – Open Forum
  Moderated by:
  • Steve Cohen, Executive Vice President, SunTrust Banks
• 12:15– 3:40 pm – Luncheon
  (Tentative Speakers)
  • Bobby Ginn, President & CEO, The Ginn Companies
  • James Seneff, Chairman, CNL Financial Group
• 2:45 – 3:30 pm – “The Florida Supply Chain at Population 25 Million”
  Jacksonville Port, CSX, Miami Airport (Panel TBD)
• 3:30 pm – End – Advisory Board Retreat

• Letter from the Chairman
  • Executive Summary of Retreat Program: A Personal Letter from Ray Sandelli, Chairman, UF CRES Advisory Board
  • Advisory Board Retreat Program Agenda
• Retreat Focus Group on Center Opportunities
  • How Do You Get Involved with Center and UF Real Estate Programs?
    • Center Questionnaire – Opportunities for New Advisory Board Members
    • Call or email Mark Monroe for Details
  • Your Part in the UF CRES “Survey of Emerging Market Conditions” Project
    • Summary of UF CRES Survey Project (Advisory Board access only)
    • Call or email Mark Monroe for Details
• Center Awards & Recognition
  • The Center’s Annual Awards
    • 2003-2004 UF CRES Distinguished “Alumnus of the Year” James L. Fried
    • 2004-2005 UF CRES Distinguished “Alumnus of the Year” Albert G. Rex
    • 2004-2005 UF CRES “Distinguished Service Award” Perry Reader, Advisory Board Chairman
  • Special Recognition Awards – For Exemplary Service & Commitment to UF Real Estate Program
    • James Izzo, The 1220 Group
    • Craig Sher & Staff, The Sembler Company
    • Ken Mamula & Staff, Florida Southeastern Development
    • Jim Stine, Stiles Corporation
    • Steve Cohen, SunTrust Banks, Inc.
    • David Materna, Paradigm Property Group
    • Ben Wacksman, Realty Capital Investors, LLC
    • Casey Cummings, Ram Development Company
    • Blaine Strickland, Realty Capital/TCN Worldwide
    • Todd Jones, MAI, Deloitte & Touche
  • Major Donor Recognition – Endowments, Scholarships, Center Partners & Center Sponsors
    • Steven E. Bernstein, Chairman, SBA Communications, Inc.
      • Center Endowment: Named Scholarship
    • David Schaffel, CIO & VP, CoStar Group
      • Center Partner: Center Research & Academic Support Services via CoStar Market Research Systems
    • Robert Gidel, Managing Partner, Liberty Partners
      • Rob & Linda Gidel Endowment: UF CRES “Survey of Emerging Market Conditions” Project
    • Frederick Scarola, Managing Partner, Covenant Capital Partners
      • Center Partner: Center Program Support & Scholarship
    • James Stine, Chief Investment Officer, Stiles Corporation
      • Center Sponsor: UF CRES “Survey of Emerging Market Conditions” Project
• Retreat Program Presentations
  Your Role in the Center’s Panel Discussion & Open Forum Summit (Advisory Board access only)
  • Panel Discussion Leaders
    • Jeff Conn, Hallmark Partners, Jacksonville and North Florida
    • Paul Ellis, Trammell Crow Company, Orlando and East Central Florida
    • Chuck Davis, MetLife Investments, Greater Tampa Bay
    • Al Rex, CareyKramer Collateral Mortgage, Broward County, South Florida
    • Jim Fried, Jay Realty, Inc., Miami-Dade & Palm Beaches, South Florida
  • Open Forum Summit
    Co-Moderators:
    • Craig Sher, CEO, The Sembler Company
    • Ray Sandelli, Senior Managing Director – Florida, CB Richard Ellis
• Center Reports
  • Chairman Ray Sandelli’s Vision for 2005-2006
  • New Member Orientation Presentation by Dr. Ling & Mark Monroe
  • The Center Year in Review Presentation by Dr. Ling & Mark Monroe
  • Presentation of UF CRES: Coming Soon – Project (Advisory Board access only)
  • Executive Summary of UF CRES “Survey” Project (Advisory Board access only)