The 59th Annual BAMA Golf Tournament

Monday, June 11, 2012 | Palo Alto Hills Golf & Country Club

Photos from last year’s event online now. doorphoto.zenfolio.com/p796961134

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GOLF COCKTAILS & DINNER

PALO ALTO HILLS GOLF AND COUNTRY CLUB
3000 Alexis Drive | Palo Alto, CA 94304 | map

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10AM | Registration (box lunch provided)
11AM | Shotgun Start
4PM | Cocktails – 5:30PM Buffet Dinner

Members: $160, Guests: $175

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Contact Will Craun at (415) 625-2142 or vp_membership@sfbama with golf tournament questions.

DINNER ONLY INFORMATION

For those interested in attending the dinner and cocktail portion of the event only,
the cost is as follows:

Members: $75, Guests: $90

EVENT

Please mail this registration form to the address below with a check made payable to:
Bay Area Mortgage Association
to

Tim Thompson › Treasurer
Greystone
750 Battery Street | San Francisco, CA 9411

treasurer@sfbama.com

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› On the comments portion of the registration form, please specify whether you are paying for golf  or dinner only.
› Golfers, please write your foursome preference (if any) with handicap/shoot information for each.

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SPONSORSHIP

Sponsorship opportunities still remain.  Please inquire with
Tim Thompson  | treasurer@sfbama.com)  for more information.

Tournament Level Sponsor

Gold Sponsor

Silver Sponsor

Hole Sponsor

Photography Sponsor

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Tuesday, May 8th, 2012 | Omni Hotel, San Francisco

$60 for members $70 for guests and walk-ins

Special: $50 for members age 35 and under

11:30am – 2pm Luncheon Appraiser Panel

Please join us for a very timely BAMA luncheon panel on property valuation with three experienced and knowledgeable appraisers, Brady Barbier, Robert Hensley and Brian Rapela, moderated by Tom McKnew of US Realty Capital, LLC. We will explore the new paradigm in valuing California properties, with a special focus on Bay Area submarkets and property types. We will learn about current cap rates, vacancy rates, concessions and rental growth and contraction. After the panel presentation, we will leave ample time for the audience to ask specific questions in our Q & A session.

BAMA would like to give special thanks to our sponsor, Bolour Associates, a short-term bridge lender. Learn more about them at the link below:

Our distinguished panel is as follows:

MODERATOR

Tom McKnew | Us Realty Capital, LLC (Past BAMA President)

Tom is one of the founders and principals of US Realty Capital and is based in San Francisco. He has worked in various positions in the real estate industry encompassing finance, sales, consulting, and asset management. Tom is a licensed broker in the State of California and has a Masters Degree in Real Estate Development and a Bachelor of Science in Public Administration and Urban Planning from the University of Southern California.

Financing requests for his Clients have included equity, mezzanine, construction, long term debt, and joint venture transactions. Capital sources include credit companies, pension funds, wall street conduits, banks, hedge funds, life insurance companies, private funds, and off shore capital sources. Past product type financed include multi family, industrial, office, hotel, retail, self storage, parking garages, golf courses, master planned communities, and agricultural properties throughout the United States.

Professional real estate organizations that Tom is involved in include NAIOP, ULI, MBA, and is Past President of BAMA (Bay Area Mortgage Association). His past experience combined with his professional education in real estate development make him an important part of the real estate finance team.

PANELISTS

Brady Barbier | Integra Realty Resources

Brady Barbier, MAI, has 14 years of real estate valuation and consulting experience throughout the United States, specializing in the area of institutional-grade high rise office properties and seniors housing and health care related investment properties. He is a graduate of Southern Methodist University of Dallas, Texas.

Mr. Barbier is currently the Associate Managing Director of Integra Realty Resources – San Francisco and manages the IRR-San Francisco East Bay office in Walnut Creek. Prior to joining San Francisco’s Integra office, Mr. Barbier worked in the Boston area for five years and was a Senior Analyst in the Boston regional office of Realty Services International (RSI), a GMAC Commercial Mortgage national appraisal company, during 1999-2001.

Mr. Barbier is a designated member of the Appraisal Institute (MAI designation) as well as a Member of the Royal Institution of Chartered Surveyors (MRICS). He is licensed for general real estate appraisal in the State of California, and is an active member of the local chapter of the Appraisal Institute.

Mr. Barbier has wide valuation experience in various apartment complexes, office and medical buildings, retail, regional malls, shopping centers, residential subdivisions, land, industrial and special-purpose properties throughout the United States. In addition to investment-grade property valuations, he specializes in the area of senior housing and health care related investment properties. His analyses have been conducted for a wide variety of purposes, including asset management, mortgage lending, estate valuation, and fair market value arbitration.

Mr. Barbier frequently is responsible for managing the valuation of portfolios of properties for national institutional investors. In addition to the San Francisco Bay Area, his experience extends up and down the east and west coasts.

Robert Hensley | CBRE

Robert D. Hensley, MAI, is the Managing Director of the Northern California Region for the Valuation & Advisory Services Group, a region with over 35 professional appraisers and offices in San Francisco, Walnut Creek, San Jose and Sacramento. Mr. Hensley helps lead a valuation and advisory staff that provides exceptional quality appraisal work and customer service in a timely manner. He helps coordinate all activities for Northern California including overseeing new business development, client relations, and appraisal report production. He has over 20 years of real estate appraisal and consulting experience throughout California.

Mr. Hensley has extensive experience in the preparation and review of real estate appraisals, feasibility studies, rent analyses and market studies of commercial and residential properties. Clients include financial institutions, developers, individual and corporate property owners and attorneys. His completed assignments encompass full and partial interest appraisals of a wide variety of property types including office buildings, medical office, shopping centers, regional malls, industrial, multifamily, affordable housing, hotels, restaurants, parking garages, biotech, laboratory, data centers, land, residential and mixed-use land subdivisions, and other special purpose properties. Other assignments include condemnation, property tax, arbitrations, and litigation support. Mr. Hensley has also testified as an expert witness on many occasions regarding valuation related issues. In addition, he has managed multi-property portfolio assignments throughout the United States.

Mr. Hensley has taken several Green Building courses offered by USGBC and the Appraisal Institute. He has completed the Green/Sustainability Professional Development Program and is listed on the Appraisal Institute’s Green/Sustainability Registry. He leads the Green Building valuation specialty group for the Valuation & Advisory Services Group of CBRE. He is also a member of the Global Steering Committee for CBRE’s environmental and sustainability strategy and policies.

Prior to joining CBRE, Mr. Hensley was Vice President for Hulberg and Associates, Inc., a regional real estate appraisal firm in Northern California, and a Property Tax Manager for Deloitte & Touche.

Mr. Hensley holds the MAI designation from the Appraisal Institute as well as the Certified General Appraiser License issued by the State of California.

Brian Rapela | Joseph J Blake & Associates

Mr. Brian Rapela, MAI, joined Joseph J. Blake & Associates in 2011 as the Managing Director of the Pacific Northwest Region. He is currently the Managing Director at the San Francisco office and has previously served as Vice President at Hulberg & Associates, one of the largest appraisal firms in Northern California.

His extensive experience in appraising a wide variety of property types covers retail, office, industrial, self-storage, and hospitality properties, as well as special purpose properties such as automobile dealerships, service stations, marinas and meeting venues. His expertise includes consulting, partial interest valuation and litigation support. Mr. Rapela also provides court testimony and is a qualified expert witness.

Active in the Northern California Chapter of the Appraisal Institute, Mr. Rapela serves as Chairman of the Fall Conference Committee, as well as the Board of Directors and a Regional Representative.

A graduate of Allegheny College, as well as The Ohio State University graduate school, both with a degree in Physics, he actively supports such organizations as Children’s Hospital Oakland and FAAN, the Food Allergy and Anaphylaxis Network.

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Tuesday, April 10th, 2012 | Omni Hotel, San Francisco

$60 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 a lively and in-depth discussion on the re-reemergence of the CMBS markets in 2012. Fixed-rate conduit issuance is off to a good start and through the first quarter of the year, there has been $4.1 billion in issuance across four separate securitizations. In the meanwhile, lending standards are slowly loosening with current thresholds still reasonable and in line with the 2005 to early-2006 lending environment. With this momentum, we will be joined with 3 of the conduit world’s most active West Coast lenders to discuss changes they are seeing in the business. We will also address how underwriting is penciling today and creative ways they are keeping active and competitive in the marketplace. Come hear about real-time deals they are closing along with recent developments including mezzanine debt, interest-only terms and aggressive underwriting; all trends that were virtually nonexistent just 24 months ago. This will be an excellent opportunity to hear how CMBS is once again competing and trying to win its share of business from banks and life companies and how those pursuing conduit loans can try to make the process more streamlined. The BAMA CMBS Panel on April 10th will be an insightful and timely look into the conduit world as it gains speed into the second quarter of 2012.

MODERATOR

Ramsey Daya | Regency Capital Partners

Mr Daya is a Principal and co-founder of Regency Capital Partners, one of Northern California’s most active mortgage brokerage firms specializing in debt and equity placement throughout the Western US. Prior to Regency, he was a Director at Cohen Financial and before that began his career at Silicon Valley Bank. Over his career, Mr. Daya has personally been involved with the origination and closing of over 40 CMBS loans totaling over $800,000,000. Mr. Daya earned his BS in Finance with honors from Santa Clara University.

PANELISTS

Anthony Jaffe | JP Morgan Chase

Mr Jaffe is a Managing Director and head of CMBS Origination for J.P. Morgan’s West Coast office in Los Angeles. He was previously head of CMBS Origination at Credit Suisse and Managing Director of Natixis Real Estate Capital. Before joining Natixis Real Estate Capital, Mr. Jaffe worked at Credit Suisse First Boston and was part of creating the premiere real estate finance company on Wall Street at the time. Additionally he was one of the pioneering members of Nomura Capital, a leading real estate lender in the United States and a group credited with the application of securitization to commercial real estate finance. Mr. Jaffe is on the Board of Governors for Cedars Sinai Hospital, is a Member of the Board of Trustees for Park Century School in Los Angeles, a Philanthropy Honoree at UCLA, and Founder of the Tom Drysdale Fellowship at NYU where he received his bachelor’s degree.

Jonathan Schurgin| Cantor Fitzgerald

Mr Schurgin is a Managing Director at Cantor Commercial Real Estate (CCRE). Based in Los Angeles, he is responsible for managing their West Coast platform. With over 50 professionals, Cantor Commercial Real Estate focuses on the origination and securitization of loans from $5 to $250 million. Prior to joining Cantor in 2010, Mr. Schurgin was an Executive Director at UBS where he originated and structured several billion of fixed rate, bridge, and mezzanine loans. From 1996 to 2000 Mr. Schurgin worked at Credit Suisse with many of his CCRE colleagues. Mr. Schurgin holds an A. B. in History from Vassar College.

Natalia Todorov | Redwood Trust

Ms Todorov serves as Vice President. Ms. Todorov joined Redwood Trust in 2010 and is responsible for managing Redwood Trust’s commercial real estate loan production for the Western and Central regions of the United States. Ms. Todorov has structured loans for a variety of debt sources, including balance sheet, CMBS, FNMA and FHA. Prior to joining Redwood, Ms Todorov worked in National Accounts originations at Prudential Mortgage Capital Company. Ms Todorov holds a B.A. in Economics from the UC Davis and an MBA from Northwestern’s Kellogg School of Management.

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Tuesday, January 10th, 2012 | Omni Hotel, San Francisco

$60 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 the first BAMA event of 2012 with Dennie Uyemura, Chief Financial Officer of California Bank & Trust. Mr. Uyemura will provide an update on the economy and his forecast for 2012 and beyond. Topics include:

• GDP growth, employment, and household income
• Real estate prices and banking industry trends
• Federal deficits, spending and debt
• Personal savings and consumption
• Balance of trade, international debt, and the Euro-zone crisis

FEATURED SPEAKER

Dennis Uyemura | Chief Financial Officer, California Bank

Since 1998, Dennis Uyemura has been the Chief Financial Officer at California Bank and Trust, an $11 billion regional bank with more than 100 offices statewide.  CB&T is a subsidiary of Zions Bancorporation in Salt Lake City.

From 1995 to 1998, Mr. Uyemura was a consultant at Stern Stewart and Company, New York.  Prior to that, he held positions as the Chief Financial Officer at the Federal Home Loan Bank of San Francisco, Silicon Valley Bank, and First Interstate Bank of Washington.  He started his banking career in the early 1980s by specializing in Asset and Liability Management at First Interstate Bancorp and Security Pacific National Bank, both in Los Angeles.

Mr. Uyemura has been a regular speaker at the BAI Treasury Management Conference and is past chairman of the BAI Treasury Management Commission.  He has also held faculty positions at the Pacific Coast Banking School, Pacific Rim Banking School, and the Graduate School of Banking.

Mr. Uyemura has a M.B.A. degree from the UCLA Anderson Graduate School of Management.  He also holds A.B. and Ph.D. degrees from Stanford University

SPONSORED BY

Nationwide assessments for your commercial real estate transactions:
* Environmental * Property Condition * Seismic * Construction Monitoring *Green/Energy Audits

www.ebiconsulting.com

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Tuesday, December 13th, 2011 | Rose Pistola Restaurant, San Francisco

Members: $100-paid in advance

Guests & Walk-ins: $125

Rose Pistola Restaurant | 532 Columbus Avenue, SF, CA
5-8:00pm

Please join us as we continue the annual BAMA tradition of celebrating the holiday season in style with cocktails, passed hors d’oeuvres, and of course the oyster bar and martini bar at Rose Pistola in San Francisco’s North Beach neighborhood.

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Tuesday, November 8th, 2011 | Omni Hotel, San Francisco

$75 for members $85 for guests and walk-ins

Special: $60 for members age 35 and under

11:30am-12pm Networking

12-1:30 Lunch and panel discussion

Please join us for BAMA’s November Event, a lunch panel with three major bank lenders’ perspective on the commercial real estate market. Is there a relaxing of credit that is now contributing to the flow of debt for commercial properties? Multifamily lending seemed to continue even through the bleakest times of 2008-09 but commercial real estate lagged; are banks committed to industrial, office and retail properties? Have their risk profiles changed? Are there any new property types (hospitality, senior housing and self-storage) that are being considered? How are new Borrowers being evaluated vs. 5 or 10 years ago? Does the CMBS market fallout have an impact on your business? After the panel, we will have a Q & A session and invite the audience to participate in the discussion.

MODERATOR

Scott Buser  | Attorney, Mayer Brown

Scott Buser is a senior associate in Mayer Brown’s Real Estate practice. His primary focus is counseling clients on the acquisition, financing and development of property for office, retail and industrial purposes.  He has substantial experience in representing equity investors in joint venture arrangements and in assisting foreign investors with in-bound US real estate investments.  Scott’s recent experience includes counseling clients on the acquisition of distressed debt, including portfolio recapitalization and the navigation of CMBS loan consent processes with special servicers and rating agencies.  He also has represented conduit and construction lenders in the making of loans for the development and redevelopment of retail, residential and office properties.  Scott negotiates office, retail and industrial leases for property managers, landlords and tenants.

Scott has an undergraduate degree from the University of Michigan and attended Emory University School of Law.

PANELISTS

Richard Westwood  |  Senior Loan Consultant,  J.P. Morgan Chase

Raised in Pittsburg and Chicago, Dick moved out to San Francisco after active duty with the Navy in 1966 and took his first finance job as a loan officer with Bank of America until 1970.  From 1970 to 1978 he was a 50% owner in an apartment syndication firm before shifting his focus solely to income property lending where he worked at a variety of institutions over the years: Fidelity Savings (Citicorp), Central Bank (Bank of the West), Beverly Hills Savings (CoAmerica), Glendale Federal Savings (Cal Fed), Cal Fed (Citicorp), Wells Fargo, B of A and most recently at WaMu/Chase since 2001.  Dick holds both a BA and MBA from the University of Michigan.

Jay Murray  | Vice President,  River City Bank

Jay Murray has been involved in commercial real estate lending in the Bay Area for over 25 years.  He has experience as a mortgage banker, a mortgage broker and a direct lender.  Prior to joining River City Bank, Jay worked for Washington Mutual, Union Bank, the Harding-Fletcher Company and BankAmerica Mortgage & International Realty Corporation.  Jay received his MBA degree from the University of California, Berkeley.

David Moehring  |  Senior Commercial Real Estate Officer,  Union Bank

Dave is a member of the Union Bank Commercial Mortgage Operations Team with the sole responsibility of spearheading the division’s multi-tenant retail and multi-tenant industrial permanent financing program.  Dave has more than 30 years of commercial income property lending experience with lenders such as Foothill Capital, Fremont Investment and Loan, GMAC Commercial Mortgage, Pacific Capital Bank and most recently with the FDIC.  Dave earned his Bachelor’s Degree from Springfield College and his Master’s Degree in Policy Analysis from UCLA.

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Tuesday, October 11th, 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 SBA lenders who will discuss owner-occupied and small business lending. Small business is the key to economic growth, and SBA has become an integral part of fostering that part of the economic recovery. We will explore the former, current and future roles of SBA lending. We will also provide a lively discussion of the very important financing vehicle that SBA is and where each player fits in the deal process: the CDC, 504 and 7(a). A question and answer (Q & A) session will follow at the end of the panel for individual inquiries.

MODERATOR

Rich Carlson  | VP, CIT Group

PANELISTS

Rich Grant   |   EVP, Chief Credit Officer at TMC Development, an SBA approved Certified Development Company (CDC), which administers 2nd Trust Deeds through the SBA 504 program

Ray Crabb  |   VP, Business Development Officer at Bank of the West, a lender that largely does Conventional First Trust Deeds in front of SBA 504 2nd’s

Pete O’Hern  | SVP, Regional Sales Manager at CIT, an SBA 7(a) Preferred Lender

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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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