Ziff clark grimaldi_pivnick, Full Court Press on Commercial/Apartment Debt a Competitive Financing Debate

1. FULL COURT PRESS ON COMMERCIAL/APARTMENT DEBT
A COMPETITIVE FINANCING DEBATE
ULI Spring Meeting Trends Conference
May 9th, 2012
Charlotte, NC.

2. FULL COURT PRESS ON COMMERCIAL/APARTMENT DEBT
A COMPETITIVE FINANCING DEBATE
Funding sources aggressively fight for prime quality loan
opportunities in the gateway cities. Will the lenders play ball in
other national markets including the Carolinas, Midwest and the
Sunbelt, too? A frank discussion on pricing parameters, sample
deals and loan funding trends will be outlined within this
diversified group of lenders seeking to finance office, retail,
industrial and apartment properties.

4. Simon Ziff
Simon Ziff serves as president of Ackman-Ziff, a position he assumed in
1995. Since joining the firm as an analyst in 1989, Simon personally
has arranged over $20 billion of debt, mezzanine and equity financings for
some of the nation’s foremost real estate developers and owners while
solidifying the firm’s relationships with key capital sources. Simon has
engineered the firm’s collaborative culture which functions as a magnet for
financial talent. He has directed its evolution as an industry thought-leader
with over 30 professionals on the team.
Simon received a B.S. in Finance from Pennsylvania State University, and an
M.S. in Real Estate Finance from New York University. New York University
awarded Simon its distinguished Real Estate Alumni Recognition Award. He
has also been recognized on multiple occasions by the Real Estate Board of
New York, including six times as the recipient of its “Most Ingenious Deal of
the Year” award and was twice named a member of the Real Estate Board of
New York’s commercial board of directors, which oversees the commercial
brokerage division for REBNY. REBNY has also recently awarded Simon the
prestigious honor of the 2011 Louis Smadbeck Award for lifetime
achievement. He is active on leadership roles at U.L.L, ICSC, and other
industry organizations. In addition Simon is also active in leadership of many
not-for-profit organizations.

5. David Clark
David D. Clark serves Northwestern Mutual in the executive officer position of
senior vice president-real estate. He is responsible for Northwestern Mutual’s
investments in mortgage loans and real estate. He is a member of the
Investment Committee.
Previously, Clark was a managing director of Northwestern Investment
Management Company, Northwestern Mutual’s investment subsidiary. His
responsibilities include analysis of portfolio performance, underwriting and
closing new investments, investment valuation, and risk management.
Clark joined Northwestern Mutual in 1979. He moved to Seattle in 1984, as
regional director, where he headed the company’s real estate production office.
He rejoined the home office in 1995 as a director of mortgage loan production
in the East. In 2001, he was appointed managing director of real estate
services.
He holds two degrees from the University of Wisconsin-Madison. He received a
B.B.A. degree in finance in 1974 and an M.S. degree in real estate in 1975. He
is active in ULI, including the capital markets advisory board and policy and
practice committee and NAREIM.

6. Glenn Grimaldi
Glenn Grimaldi, is an Executive Vice President and head of national loan production
for Commercial Real Estate Finance, HSBC Bank, USA, NA.
Glenn has 24 years of experience in Commercial Real Estate Finance. He manages
a portfolio of $16 billion in commercial mortgages and as head of mortgage
originations helps set strategy on the financing of apartment buildings, commercial
office buildings, retail centers and other mixed use properties. Product offerings
include, fixed rate permanent loans, construction financing, lines of credit, bridge
financing and acquisition financing. In addition, through the DUS and Program
Plus programs, Glenn also overseas the sale of loans to Freddie Mac and Fannie
Mae (the nation’s largest purchasers of multifamily mortgages). HSBC Commercial
Real Estate, has offices in New York, Boston, Washington, DC, Miami, San
Francisco and Los Angeles.
HSBC is one of the world’s largest and most well capitalized financial institutions
with offices in over 80 countries.

7. Kevin Pivnick
Kevin Pivnick is Head of Conduit Loan Origination within Deutsche Bank’s
Commercial Real Estate Group, based in New York. Kevin’s group
focuses on the origination of CMBS loans nationwide. Kevin was
previously based in London, where he helped develop and run Deutsche
Bank’s European Conduit platform, which focused on originating and
securitizing CMBS loans on property located throughout Europe. During
this period Kevin also established and managed Deutsche Bank’s
Commercial Real Estate financing group in Frankfurt. Prior to joining
Deutsche Bank, Kevin worked in commercial real estate loan origination
at Credit Suisse and RBS Greenwich Capital. Kevin received a BA from
Dartmouth College.

11. Major and Minor Trends

12. Underwriting

13. Geographic Markets

14. What Keeps You Up At Night?