Life Company Lending – An Institutional Perspective

Tuesday, September 13th, 2011 | Omni Hotel, San Francisco

$65 for members $75 for guests and walk-ins

Special: $50 for members age 35 and under

6:00 to 6:45 pm – Cocktail Reception
6:45 to 8:30 pm – Dinner & Program

Please join us for an evening of discussion with three premier institutional real estate lenders who will discuss lending in the current marketplace.  Life Company lenders have traditionally been the leaders in establishing a marketplace for high quality asset lending and will continue to provide financing for the industry.  We will explore Life Companies role in the midst of competition from the GSE’s, CMBS, Banks and pension funds.

MODERATOR

Dennis Williams  | Northmarq Capital

Dennis has been a mortgage banker with Northmarq (formerly Trowbridge, Kieselhorst) since 1988. He served as president of the Bay Area Mortgage Association (BAMA) from 1997-98, and as President of the SF Chapter of the National Association of Industrial and Office Properties (NAIOP) in 1995 and 2002. Dennis has acted as a guest speaker at multiple presentations to the MBA, BAMA, NAIOP, ULI, U.C. Berkeley, Stanford’s MBA Program, AICPA and Northmarq. He currently lectures at the Haas School of Business at U.C. Berkeley, where he has taught an MBA course, Real Estate Development, since 2004.

Dennis received his MBA from Tuck at Dartmouth in 1988 and his AB from U.C. Berkeley in 1984.

PANELISTS

Steve LeGardeur   |  John Hancock

He has been involved in the commercial real estate business since 1970 and has been engaged in finance, acquisition, disposition, and management of real estate during various periods from that time.

He began his career with Carruth Mortgage Corporation in New Orleans, after which he was with Travelers Insurance Company in New Orleans, Houston and San Francisco from 1977 through 1994.  He joined Manulife Financial in 1995 and since the merger of Manulife and John Hancock has served as Regional Director of John Hancock’s Real Estate Finance office in Walnut Creek, CA

He holds an MAI designation from the Appraisal Institute and served on the Northern California Appraisal Institute’s Board of Directors from 2005-2007.

Steve LeGardeur was born and raised in New Orleans, LA.  He received his B.S. in Business Administration from Louisiana State University and his MBA from University of New Orleans.  He is married with two grown daughters.

Jory Halperin  |  Northwestern Mutual

Mr. Halperin is responsible for identifying debt and equity opportunities for Northwestern Mutual, one of the largest real estate investors in the nation.  Northwestern has investments in commercial mortgages as well as equity investments across all major property types, including apartments, office, retail, and industrial. Northwestern’s roughly $30 billion investment portfolio is comprised of 80% long term fixed rate mortgages and 20% equity which includes a mix of joint venture and wholly owned assets.

Jory is based in San Francisco where his office covers Northern California, Arizona, Nevada and Hawaii.  Prior to moving to the Bay Area, he lived in Seattle and covered the Pacific Northwest territory for NW.  Jory has worked on debt and equity investments totaling close to $4 billion, which include over $600 million in transactions in Northern California over the last two years.

He has a B.A. in Business Administration with an emphasis in Finance and Commercial Real Estate from the University of Washington.

Mike Morey  | StanCorp Mortgage Investors

Mike has been active in the commercial real estate finance and investment industry since 1992.  He rejoined StanCorp Mortgage Investors in 2010 and is responsible for all loan production.  Prior to rejoining SMI, Mike spent five years as Vice President & Regional Manager at Intervest Mortgage where he was responsible for loan production in Oregon and SW Washington.

Prior to that Mr. Morey spent ten years in the real estate finance division of StanCorp Mortgage Investors, LLC/Standard Insurance Company in Portland, OR.  During his tenure with StanCorp, Mike helped grow commercial mortgage originations from $400,000,000 to $1.2 billion in 2004.  From 2001-2004, he co-managed the nationwide origination network.  Mr. Morey has extensive experience in arranging debt financing for all types of commercial properties from all types of lending sources.  Mr. Morey is on the board of directors of the Westside Economic Alliance in Portland, OR and the Oregon Mortgage Lenders Association.

He is a graduate of the University of California at Berkeley.

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