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| Agenda |
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PDF version of the agenda attached
| TUESDAY, APRIL 8, 2008 |
| 7:30 a.m. |
REGISTRATION & BREAKFAST |
| 8:30 a.m. |
WELCOME & OPENING REMARKS FROM CREDIT SUISSE
Rob Brennan, MD, Global Head of Real Estate Finance & Securitization,
CS
|
| 8:45 a.m. |
US ECONOMIC BRIEFING
Jay Brinkmann, Vice President of Research and Economics, Mortgage Bankers
Association
|
| 9:25 a.m. |
REAL ESTATE FUNDAMENTALS
Gail Lee, Managing Director, CS
|
| 10:05 a.m. |
Break |
| 10:20 a.m. |
SOVEREIGN FUNDS: Increasing Importance in Global Capital
Markets Moderator: Nick Silvers, Vice President, CS
Panelists:
Duncan Macaulay, Managing Director, CS
Nouriel Roubini, Professor of Economics and International Business, Stern
School of Business, New York University
Rachel Ziemba, Lead Analyst, Sovereign Funds, RGE Monitor
|
| 11:00 a.m. |
B-PIECE & SPECIAL SERVICER PANEL: A View from
the Field
Moderator: Ken Rivkin, Managing Director, CS
Panelists:
Larry Duggins, Executive Managing Director & Head of CRE, Centerline
Tom Nolan, Senior Managing Director, CW Capital
Kevin Wodicka, Director, LNR Property
|
| 12:00 p.m. |
LUNCHEON KEYNOTE PRESENTATION – One Madison
Avenue, Auditorium
U.S. Political Economic Analysis
Introduction: Rob Brennan, Managing Director, Global Head of Real Estate
Finance & Securitization, CS David Gergen, Presidential Advisor, Harvard
Professor and Author
|
| 1:30 pm |
AGENCY, BANK & MORTGAGE REIT LENDING IN THE CURRENT
CREDIT MARKET
Moshe Orenbuch, Managing Director, CS
Todd Hagerman, Director, CS
Doug Harter, Vice President, CS
|
| 2:00 pm |
TRADING ENVIRONMENT: Fundamentals vs. Technicals
Moderator: Gail Lee, Managing Director, CS
Panelists:
Rod Dubitsky, Managing Director, CS
Jim Hiatt, Managing Director, CS
Albert Sohn, Managing Director, CS
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COUNTRY AND PRODUCT PRESENTATIONS ON DUAL TRACKS |
| |
TRACK 1 – EMA Auditorium |
TRACK 2 – Club Room |
| 2:45 pm |
Western & Eastern Euope
Jeff Altabef, Managing Director, CS Todd Hirsch, Managing Director, CS Peter
Hills, Vice President, CS
|
Asia
Sameer Nayar, Managing Director, CS
|
| 3:30 p.m. |
Latin America
Wenceslao Bunge, Managing Director, CS Michael May, Managing Director, CS
Adrian Aguilera, Director, CS
|
Opportunities in Non-CUSIP Securities
John Boyt, Director, CS Jonathan Trauben, Managing Director, CS
|
| 4:15 p.m. |
HOLT: Global Real Estate Equity Valuation Methodology
Tom Hillman, Director, CS |
| 4:30 p.m. |
DAY 1 CONCLUDES |
| 6:00 p.m. |
CMBS RECEPTION & DINNER
Country - 90 Madison Avenue (Corner of Madison Avenue and 29th Street),
New York City |
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