NYU Schack Institute of Real Estate

17th ANNUAL
REIT Symposium

Doing Deals in Volatile Markets

Presented by the NYU Schack Institute of Real Estate

April 19, 2012
The Pierre Hotel
2 East 61st Street
New York, NY

The REIT Center at the NYU Schack Institute of Real Estate is pleased to announce its 17th annual symposium focusing on issues affecting the REIT industry. The annual REIT symposium provides a unique forum for sophisticated, high-level discussion and has become a must-attend event for hundreds of senior executives in the REIT industry.

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AGENDA AT A GLANCE

7:30	–	8:00 a.m.	Breakfast and Late Registration
8:15	–	8:25 a.m.	Opening Remarks
8:25	–	8:50 a.m.	Keynote Address
8:50	–	9:00 a.m.	Presentation of Visionary Award
9:00	–	10:00 a.m.	The Two-Year Plan
10:00	–	10:20 a.m.	Coffee Break
10:20	–	11:20 a.m.	REITs vs. Private Equity
11:20 a.m.	–	12:20 p.m.	Structuring and Financing Deals
12:30	–	1:50 p.m.	Lunch / Investor Roundtable
1:50	–	2:50 p.m.	The New Consolidation and Globalization Waves
2:50	–	3:50 p.m.	The View from 10,000 Feet – Round VII

OPENING REMARKS

8:15 – 8:25 a.m.

Adam O. Emmerich,
partner,
Wachtell, Lipton, Rosen & Katz

KEYNOTE ADDRESS

8:25 – 8:50 a.m.

Ronald L. Havner, Jr.,
chairman, president, and chief executive officer,
Public Storage, Inc.

PRESENTATION OF VISIONARY AWARD

8:50 – 9:00 a.m.

Rosemary Scanlon,
interim divisional dean and academic director,
NYU Schack Institute of Real Estate, Clinical Professor of Real Estate (Presenter)

THE TWO-YEAR PLAN—Managing Through Volatility and Planning for Growth Opportunities, M&A, and Capital Raising; Balance Sheet Management; Assessing the IPO Market

9:00– 10:00 a.m.

Moderator:
	Guy A. Metcalfe, managing director and global co-head of real estate investment banking, Morgan Stanley

Panelists:
	Debra A. Cafaro, chairman, & CEO, Ventas, Inc.	Michael F. Kirby, chairman, Green Street Advisors
	Sandeep Mathrani, chief executive officer, General Growth Properties	Robert S. Taubman, chairman, president, and chief executive officer, The Taubman Company LLC
	Donald C. Wood, president and chief executive officer, Federal Realty Investment Trust

COFFEE BREAK

10:00 – 10:20 a.m.

REITS VS. PRIVATE EQUITY—Are REITs Gun Shy? Are They Taking Advantage of Distress Opportunities, Their Superior Access to Capital, and Global Ppportunities? Where's the Virtuous Cycle?

10:20 – 11:20 a.m.

Moderator:
	James D. Kuhn, president, Newmark Knight Frank

Panelists:
	Joseph F. Azrack, managing partner—real estate, Apollo Global Real Estate	Trevor P. Bond, president and chief executive officer, W. P. Carey & Co. LLC
	Terry Considine, chairman, president, and chief executive officer, Apartment Investment & Mgmt.	Gordon F. DuGan, global head of commercial real estate equity investments, Annaly Capital Management, Inc.
	Matthew J. Lustig, vice chairman of U.S. investment banking—head of real estate, Lazard	Martin E. Stein, Jr., chairman and chief executive officer, Regency Centers

STRUCTURING AND FINANCING DEALS—Public-to-Public vs Private-to-Public;
Stock vs Cash Consideration; Protecting Against Volatility in Deals; Bankruptcy Auctions

11:20 a.m. – 12:20 p.m.

Moderator:
	Jackson Hsieh, global head of real estate, UBS Investment Bank (Moderator)

Panelists:
	Richard B. Clark, president and chief executive officer, Brookfield Properties, Corp.	Jeffrey H. Fisher, chief executive officer, Chatham Lodging Trust
	Edward A. Glickman, president and chief operating officer, Pennsylvania Real Estate Investment Trust	Jeffrey D. Horowitz, global head, real estate, gaming & lodging, Bank of America Merrill Lynch
	Mark S. Ordan, chief executive officer, Sunrise Senior Living, Inc.	David Stockert, president and chief executive officer, Post Properties, Inc.

LUNCH / INVESTOR ROUNDTABLE

12:30 – 1:50 p.m.

Moderator:
	Barry Vinocur, editor, REIT Wrap

Panelists:
	William A. Ackman, founder and chief executive officer, Pershing Square Capital Management L.P.	Theodore R. Bigman, managing director, Morgan Stanley
	Jonathan D. Gray, global head of real estate, The Blackstone Group	Joseph Harvey, president, Cohen & Steers, Inc.

THE NEW CONSOLIDATION AND GLOBALIZATION WAVES—Revisiting the Bigger Is Better Thesis; Does the World Need More Than 30 Large Cap REITs? Is Globalization Finally Happening? Who Shall Consolidate and Who Shall Be Consolidated?

1:50 – 2:50 p.m.

Moderator:
	Michael Bilerman, managing director, Citigroup, Inc.

Panelists:
	Martin Cohen, co-chairman and co-chief executive officer, &Steers, Inc.	Andrew J. Jonas, managing director, Goldman Sachs & Co.
	Joel S. Marcus, chairman and chief executive officer, Alexandria Real Estate Equities, Inc.	Murray J. McCabe, managing director, JPMorgan
	David J. Neithercut, president and chief executive officer, Equity Residential	Steve B. Tanger, president and chief executive officer, Tanger Factory Outlet Centers

THE VIEW FROM 10,000 FEET — Round VII

2:50 – 3:50 p.m.

Moderator:
	Robin Panovka, partner, Wachtell, Lipton, Rosen & Katz

Panelists:
	William L. Mack, chairman and founder, AREA Property Partners; chairman of the board of directors, Mack-Cali Realty Corporation	Steven Roth, chairman and chief executive officer, Vornado Realty Trust
	Samuel Zell, chairman, Equity Group Investments, LLC

Download the Agenda