GOLD SPONSORS SILVER SPONSORS H&Co. heavenrich & company, i nc. investment brokerage new construction funding MEDIA & PROMOTIONAL SPONSORS The Magazine for Seniors Housing Real Estate and Operations SENIORS HOUSING BUSINESS M E D I A, I N C. www.interfaceconferencegroup.com InterFace Seniors Housing Midwest 2015
commercial banking private banking The Perks of Seniority With over 35 years experience in the senior housing industry we understand it s no ordinary business. And fortunately, we re no ordinary bank. As the population ages, so does the growth and demand for senior housing and specialized care facilities. At Leumi, we understand the complexities of your business and the challenges you face in your industry. We can provide the resources, tools, and services you need to make a difference in the senior housing communities you serve. Our Healthcare Relationship Managers provide the guidance and support you need to navigate complex financial waters. Leumi Contact Leumi to start the conversation. leumiusa.com New York Eric Halpern - SVP 579 Fifth Avenue New York, NY 10017 Tel: 212.626.1372 Eric.Halpern@leumiusa.com California Thomas Belli - AVP 555 W. Fifth Street Los Angeles, CA 90013 Tel: 323.966.4714 Thomas.Belli@leumiusa.com Bank Leumi USA is an FDIC insured, New York State chartered bank. Florida Hely Santeliz - VP 19495 Biscayne Boulevard Aventura, FL 33180 Tel: 305.918.6320 Hely.Santeliz@leumiusa.com Illinois Marty Koutsky - FVP One N. LaSalle Street Chicago, IL 60602 Tel: 312.419.4108 Marty.Koutsky@leumiusa.com
WHERE GLOBAL ACCESS MEETS SPECIALIZED INSIGHT When you re the industry s leading provider of valuation and advisory services, you can see the big picture. CBRE couples that perspective with specialized insight into the seniors housing market to anticipate what s next and what it means for our clients bottom line. Seniors Housing & Care Valuation & Advisory Services Market Value Appraisals Net Asset Valuations Market/ Feasibility Studies Litigation Support Purchase Price Allocation Environmental Site Assessment Property Condition Report Asset Management cbre.com/shvas ZACH BOWYER, MAI zach.bowyer@cbre.com 617 217 6032 Core Locations: Boston Los Angeles Chicago Orlando Dallas Philadelphia Portland Birmingham Phoenix Toronto London
WELCOME Welcome to InterFace Seniors Housing Midwest! We are excited to have you with us, thank you for being part of this exciting new event! We have a robust information and networking experience planned for you and hope you will leave today s event more informed, better networked and feeling you got a lot of value and ROI from the conference. We hope you are already a reader of our magazine Seniors Housing Business. If you are not, please sign up for a free subscription at our registration desk. And please make sure you visit www.seniorshousingbusiness.com on a daily basis for news and information, and we ll make sure to send you our weekly newsletter digest of top stories every Wednesday. Thank you again for your presence and support of InterFace Seniors Housing Midwest. We look forward to your feedback on the conference. Best regards, Rich Kelley & Eric Goldberg Conference Schedule Wednesday, June 10th 5:15-7:00 pm Networking Cocktail Reception Thursday, June 11th 8:40-9:30 am Registration & Networking 9:30-9:35 am 9:35-10:10 am Welcome & Opening Remarks Keynote Address Richard Kelley Senior Vice President InterFace Conference Group Eric Goldberg Media Advisor InterFace Conference Group Richard Kelley Publisher, Seniors Housing Business Senior Vice President, InterFace Conference Group Zeke Turner Founder and CEO Mainstreet 10:15 am-11:05 pm State of the Industry Mid-Year 2015 Zach Bowyer Managing Director CBRE Randal Richardson President Vi Joe Weisenburger VP-Senior Housing Health Care REIT Jon DeLuca President & CEO Senior Lifestyle Corporation Dan Hermann Sr. Managing Director Ziegler Joel Nelson President & COO LCS 11:05-11:25 am Networking Break 11:25 am-12:15 pm What s Trending in Management, Marketing & Occupancy Levels An Operations Update Carlene Motto EVP, CMO Belmont Village Senior Living Gale Morgan VP of Sales Mather LifeWays Todd Novaczyk CEO New Perspective Senior Living InterFace Seniors Housing Midwest 2015 Margaret Wylde CEO ProMatura Group, LLC Cullen Gibson VP TLC Management Jill Haselman CEO Senior Living Net Operating Impact www.interfaceconferencegroup.com
Reliable, Customized Capital Solutions to Meet Your Needs Ventas, an S&P 500 company, has a well-earned reputation for bringing both creativity and financial strength to completing transactions of any size and complexity. SE N I OR S H OU SI N G M E D I C AL O F F I C E B U I L D I N G S H O S P I TA L S S K I L L ED N U R S I N G FA C I L I T I ES V E N TA S RE I T. C O M
12:15-12:50 pm Networking Luncheon 12:50-1:10 pm Up Close with Fannie, Freddie & HUD Bill Kauffman Managing Director Oak Grove Capital Steven Schmidt National Director Freddie Mac Senior Housing Steve Ott Branch Chief, Underwriter Team Chicago U.S. Department of Housing and Urban Development Christopher Honn Director Customer Engagement Fannie Mae 1:15-2:05 pm The Outlook for Seniors Housing Development What s Being Built, and is it Too Much (or Not Enough)? Joe McElwee Principal Development Capital Seniors Housing Jim Keledjian Principal Pathway Senior Living, LLC John Mehrkens VP Senior Housing Partners Michael Damone Chairman & CEO The Damone Group Nate Underwood CFO Heritage Communities 2:05-2:20 pm Networking Break 2:20-3:10 pm Concurrent Sessions A-1 Investment Market Update: Who s Buying, Who s Selling & What s Driving Deal Velocity? Adam Heavenrich Managing Director Heavenrich & Company, Inc. Jason Stroiman President and Founder Evans Senior Investments Ryan Saul Managing Director Senior Living Investment Brokerage Manisha Bathija Senior Investment Officer Ventas, Inc. David Watkins Partner SHA Capital Partners Ross Sanders VP ARC Healthcare Trust A-2 Technology & Operations: Investing in Technology that Drives Revenue, Controls Expenses & Improves Resident Care Bryan Fuhr President Senior Living, Co-Founder Healthsense Ginna Baik Senior Care Strategist CDW Healthcare Susan Farr VP of New Business Development & Marketing Ebenezer Management Services Dana Wollschlager VP Plante Moran Living Forward Kevin Merrill Sales and Marketing Director Inviacom 3:10-3:25 pm Networking Break 3:25-4:15 pm Capital Markets Update: Who s Lending, at What Rates and with what Covenants for Investment & Development Deals? Richard Thomas SVP Grandbridge Real Estate Capital / BB&T Joshua Rosen SVP/Team Leader, Originations Capital One Commercial Banking Paul Letourneau First SVP, Regional Executive Bank Leumi USA Lee Delaveris Director RED Mortgage Capital Jeffrey Davis President and CEO Cambridge Realty Capital Companies 4:15 pm InterFace Seniors Housing Midwest concludes InterFace Seniors Housing Midwest 2015 Brian Puckett SVP - Healthcare Banking Manager BOK Financial www.interfaceconferencegroup.com
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Healthcare SIGNS OF LONG-TERM SUCCESS Capital One understands that senior and long-term care facilities require customized solutions for their financing needs. Our depth of knowledge ensures concrete results, while a team of experts guides you through the lending process, pointing the way to success. Keith Kodrin Balance Sheet Lending (301) 280-0207 keith.kodrin @ capitalone.com All loans subject to credit approval. Terms and conditions apply. Products and services offered by Capital One, N.A., Member FDIC. 2015 Capital One. All rights reserved. Joshua Rosen Agency Lending (312) 350-4236 joshua.rosen@ capitalone.com capitalone.com/commercial