Advisory Board Fall Retreat

Dr. David Ling makes introductions at the Advisory Board Fall Retreat

Save the date for our fall retreat in 2019

The retreat will be in Gainesville, FL on Thursday, September 12 and Friday, September 13, 2019. Registration is $315 and available only online for current advisory board members. This is a non-football weekend.

Hotel Information

A block of rooms has been reserved for Thursday, September 12, 2019 at the UF Hilton Conference Center and can be booked for a room rate of $169 plus tax. The special room rate for Thursday night will be available until August 1 or until the group block is sold-out, whichever comes first.

Hotel sleeping room reservations can be made online through our online portal, contacting the hotel directly at 352-371-3600 or emailing Erick Brice to receive the correct booking information.

The address for the hotel is: UF Hilton Conference Center, 1714 SW 34th St, Gainesville, FL 32607

Agenda

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
  • 11:15am – 12:00 pmAdvice 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 pmThe 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 pmGeneration 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 pmUnderstanding 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 pmState of the Sector Board Member discussion
    Moderated by Rob Klein, Managing Partner, Monday Properties
    Bryan 232 (Advisory Board Only)
  • 5:30 – 6:45 pmNetworking Reception on campus
    Hough North Court (Advisory Board & Students)
  • 7:00 – 9:00 pmDinner 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 amNetworking breakfast with board members and students
    AC Marriott Gainesville Downtown 10th floor-rooftop terrace.
  • 9:15 – 9:45 amWelcome and Bergstrom Real Estate Center Update
    Scarola Auditorium, Bryan 130
  • 9:45 – 11:00 amClass of 2019 MSRE Student Introductions
    Scarola Auditorium, Bryan 130
  • 11:15 am – 12:00 pmAdvice 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 pmLunch, catering by Dos Mamas
    Smathers Library room 100
  • 1:00 – 2:00 pmFIBER: 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)