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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Monday, June 13, 2011 | Palo Alto Hills Golf & Country Club

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Photos from this 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/Sponsors: $125, Guests: $150

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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:

Before May 28th:

Members/Sponsors: $50, Guests: $65

EVENT

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

Jordan Angel › Treasurer
Barry Slatt Mortgage Company
1350 Old Bayshore Hwy, Suite 450| Burlingame, CA 94010

650.342.6755  |  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

Ramsey Daya (415-399-8085 | president@sfbama.com) or

Nate Prouty (415-433-0209 | vp_programs@sfbama.com) for more information.

We would like to thank the generosity and support of the following groups who have contributed thus far:

Gold Sponsors

Cantor Fitzgerald | Deutsche Bank | Goldman Sachs Commercial Mortgage | Opus Bank

Silver Sponsors

Apartment Bank

Driving Range Sponsor

Met Life

Margarita Cart Sponsor

Mesa West

Putting Green

Eastdil Secured

Prize Sponsors

Divco West

Hole Sponsors

Buchanan Street Partners (Hole #1) | AEI | Barry Slatt | Capital Source | Curtis Rosenthal, Inc. | First Community Bank | Focus Bank | Greystone Financial Group | Nassar Appraisal Service | Newmark Realty Capital | NorthMarq Capital | Principal Real Estate Investors | Redwood Trust | Regency Capital Partners | Sterling Savings/Intervest

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