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THE SUMMIT
CLIENT-EXCLUSIVE ANNUAL HOUSING CONFERENCE
JUNE 6–7, 2018 | LAGUNA BEACH, CA
CONFERENCE AGENDA
DAY ONE JUNE 6, 2018
BREAKFAST AND REGISTRATION 7:30 AM – 8:30 AMINTRODUCTIONS AND POLLING 8:30 AM – 9:30 AMOPENING PRESENTATION 9:30 AM – 10:00 AMPANEL AND ROUNDTABLE 10:00 AM – 11:50 AMLUNCH 11:50 AM – 12:50 PMPANELS 12:50 PM – 2:10 PMKEYNOTE PRESENTATION 2:10 PM – 2:50 PMPANELS AND ROUNDTABLE 2:50 PM – 5:15 PMCOCKTAIL RECEPTION 5:15 PM – 6:15 PMDINNER 6:15 PM – 8:00 PM
DAY TWO JUNE 7, 2018
BREAKFAST AND NETWORKING 7:00 AM – 8:00 AMKEYNOTE PRESENTATION 8:00 AM – 8:30 AMPANELS AND ROUNDTABLE 8:30 AM – 12:30 PMCONFERENCE WRAP UP 12:30 PM – 12:40 PM
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We are pleased to be hosting this event at the beautiful Montage Resort in Laguna Beach, CA.
The Montage Laguna Beach
DAY ONE JUNE 1, 2017DAY ONE JUNE 6, 2018
BREAKFAST AND REGISTRATION 7:30 AM – 8:30 AM
LIGHTNING ROUND: INTRODUCTIONS 8:30 AM – 9:20 AM
ATTENDEE POLL 9:20 AM – 9:30 AM
THE NEW WORLD: HOUSING IN 2018 AND BEYOND
9:30 AM – 10:00 AM
Opening Presentation
BREAK 10:00 AM – 10:20 AM
GROWTH STRATEGIES 10:20 AM – 11:05 AM
John Burns Chief Executive Officer John Burns Real Estate Consulting
The biggest companies in the industry share how they plan to get bigger.
THE SUMMIT
John Burns presents his view of the cycle and the best strategies of 2018.
Panel
Steve HiltonChairman and CEO Meritage Homes
Jordan BroggiVice President, FP&A The Home Depot
Alan Norris Chairman and CEO Brookfield Residential
Jonathan EllenzweigManaging Director Tricon Capital Group
LESSONS LEARNED 11:05 AM – 11:50 AM
We will assign individuals to a diverse table to share discussion of everyone’s lessons learned in the last year. The discussion will be kept confidential and led by one of our team members.
Roundtable Discussion
LUNCH 11:50 AM – 12:50 PM
DEBT STRATEGIES 12:50 PM – 1:30 PM
Capital to help grow your business comes with strings attached. Hear directly from some of the biggest capital sources in the industry.
Panel
Melissa AbelExecutive Vice President Texas Capital Bank
Steve BensonChief Executive Officer Community Development Capital Group
John HutchinsonPresident Trez Capital
George AuerbachDirector of Research Pretium Partners
NEW OPPORTUNITIES (OR DISRUPTIONS) 1:30 PM – 2:10 PM
Building, selling, and renting homes has changed forever. How much more will the industry change? Hear from those taking advantage of the change opportunities.
Panel
Nate HarbacekDirector, Finance and Capital Markets Opendoor
Margaret WhelanFounder and CEO Whelan Advisory
Adrian FoleyPresident and COO Brookfield Residential
Jerry ColemanCo-Founder and Co-CEO Offerpad
INDUSTRY DISRUPTION 2:10 PM – 2:50 PM
KEYNOTE Presentation
Spencer RascoffChief Executive Officer Zillow
KEYNOTE SPEAKER
BREAK 2:50 PM – 3:10 PM
NEW OPPORTUNITIES OR DISRUPTIONS 3:10 PM – 3:50 PM
You will be assigned to a new table with completely different people to discuss how new technologies are disrupting or leading to opportunities for your business.
Roundtable Discussion
CHANGING CONSUMER TRENDS 3:50 PM – 4:30 PM
John Burns Real Estate Consulting executives will share the results of our research on each generation’s and region’s home rental, buying, and design trends.
Panel
Jody KahnSenior Vice President John Burns Real Estate Consulting
Dean WehrliSenior Vice President John Burns Real Estate Consulting
Ken PerlmanPrincipal John Burns Real Estate Consulting
Sidney PellManager, Consumer and Product Insights John Burns Real Estate Consulting
Mikaela SharpConsultant John Burns Real Estate Consulting
NEW SOLUTIONS 4:30 PM – 5:10 PM
Panel
Learn from the game changers regarding factory building, rental communities, smart homes and newly configured floor plans.
Tom MitchellPresident and COO Tri Pointe Group
Mike SimsSVP-Sales, Marketing & Strategy LP Building Products
Chris WeekleySenior Vice President David Weekley Homes
COCKTAIL RECEPTION 5:15 PM – 6:15 PM
Networking and Dinner
DINNER 6:15 PM – 8:00 PM
DAY ONE WRAP UP 5:10 PM – 5:15 PM
Summary
JUNE 1, 2017DAY TWo JUNE 7, 2018
BREAKFAST 7:00 AM – 8:00 AM
THE SUMMIT
GOVERNMENT POLICY’S IMPACT ON HOUSING 8:00 AM – 8:30 AM
Keynote Presentation
Doug DuncanChief Economist Fannie Mae
KEYNOTE SPEAKER
Mark WolfChief Executive Officer AHV Communities
BIG OPPORTUNITIES 8:30 AM – 9:00 AM
Learn from executives who have made $100 million+ contrarian investments recently.
Panel
BREAK 9:40 AM – 10:00 AM
NEW CAPITAL FOR YOUR COMPANY 9:00 AM – 9:40 AM
Foreign buyers, a new set of family office and pension funds, and shifts in the public markets have all changed how your company accesses capital. Learn from the experts what is changing.
Panel
MERGERS AND ACQUISITIONS 10:00 AM – 10:40 AM
Big public companies, large foreign companies, the country’s largest manufactured housing builder, and focused private equity firms have all been buying housing companies. Learn why and how.
Panel
Brendan BosmanManaging Director Varde Partners
Larry WebbChief Executive Officer The New Home Company
Jason KellerManaging Director Oaktree Capital Management
Katie SteinManaging Director J.P. Morgan
Don FayePrincipal Presidio Residential Capital
Dan SchwaeglerSenior Vice President Starwood Capital
Steve WylderSenior Vice President, Investments iStar
Hector CalderonPresident Builder Advisor Group
Mark McLaughlinChief Executive Officer Pacific Union International
Dallas TannerChief Investment Officer Invitation Homes
Todd TomalakSenior Vice President John Burns Real Estate Consulting
WRAP UP 12:30 PM – 12:40 PM
Closing
Lunch on your own, ideally with someone you met at The Summit who can help you further your business goals.Lunch
SUMMIT SUMMARY 11:30 AM – 12:30 PM
Discuss the biggest surprises of the last two days and the biggest opportunities. Identify what changes you will make to your strategy because of it.
Roundtable Discussion
FORWARD THINKING INVESTMENT IDEAS 10:40 AM – 11:10 AM
Three groups with money to deploy share the investment opportunities they are looking for over the next year.
Panel
Andy StewartManaging Partner Argosy Real Estate Partners
Jay MasonVice President, Market Intelligence Pulte Group
Jason CohenPortfolio Manager Buckingham Capital Management
OPEN MIC 11:10 AM – 11:30 AM
John will lead an open discussion where any attendee will be allowed to succinctly share something important with the room. This might include a topic we completely missed, or something they completely disagree with or needs clarification.
Open Discussion
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