Agenda - Day One - February 2nd | Land & Homebuilding Capital Markets West

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Registration

7:50am - 8:25am

Registration & Breakfast

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General Session

8:25am - 8:30am

Welcome Remarks

8:30am - 9:00am

Macroeconomic Forces Shaping Homebuilding: Rates, Credit, Costs & Global Trade

Don Walker - Managing Principal, John Burns Research & Consulting

9:00am - 9:45am

C-Suite Insights: Navigating Market Shifts and Growth Opportunities

Margaret Whelan - Founder & CEO, Whelan Advisory LLC
Scott Laurie - Chief Executive Officer, The Olson Co
Tim Terrell - President, Drees Homes
Chris Bolio - Owner/Partner, Alair Homes

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Networking

9:45am - 10:25am

Networking Break

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General Session

10:25am - 11:10am

Homebuilding Financing Outlook: Navigating Capital Markets in a Shifting Landscape

John Curry - Chief Executive Officer, Setana Development
Daniel Gura - Vice President, Habitat for Humaity International
Theodore Karatz - Managing Director – Build-to-Rent Acquisitions, GTIS Partners
Jason Keller - Managing Director, Oaktree Capital

11:10am - 11:55am

It’s A Seller's Market: Navigating M&A Opportunities in Today's Homebuilding Landscape

Tony McGill - Senior Managing Director - Head of Investment Banking, Zelman & Associates - A Walker & Dunlop Company
Ben Jogodnik - Managing Director, Toll Brothers
Corin Korenaga - Partner, Cox, Castle & Nicholson LLP
Matt Rosenberg - CFO, Harmony Homes
Steve Kalmbach - COO, Trumark Companies

11:55am - 12:40pm

Land Long vs. Land Light Approaches to Land Control

Kevin Hutchins - CFO, Eastwood Homes
Scott Shipley - Senior Vice President, Lennar
Erik Heuser - Chief Operating Officer, Taylor Morrison, Inc.
Thad DiGiuro - Senior Vice President - Land Acquisition & Strategy, Ashton Woods Homes
Rodney Montag - Senior Managing Director, Bedrock Land Finance
Edward Filer - Shareholder, Roetzel & Andress LPA

12:40pm - 1:00pm

Land-Light, Data-Heavy: How Digital Tools Are Reshaping Land Financing

Phil Worland - Co-Founder and CPO, Cecilian Partners
Troy Wahlberg - Senior Vice President, Asset Management, Olympus Housing Capital

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Networking

1:00pm - 2:00pm

Lunch

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General Session

2:00pm - 2:45pm

Land Banking Strategies: Evolving Models and Market Impacts

Fred Cooper - Founder, Fin River Advisors LLC
Jeffrey Brouelette - President, Arroyo Capital
Logan Fawcett - President of Land Company, Cole West
Joel Kaul - President, Domain Real Estate Partners
Sara D'Eathe - Senior Vice President of Finance and Accounting, Hayden Homes
David Beznos - SVP of Growth & Strategic Partnerships, PulteGroup

2:45pm - 3:30pm

Operational Insights from M&A Specialists: Lessons Beyond the Transaction

Andrea Finger - Managing Director, Whelan Advisory Capital Markets
E. John Wagner II - Partner, Williams Parker

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Networking

3:30pm - 3:45pm

Networking Break

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General Session

3:45pm - 4:30pm

Completing the Capital Stack: Financing Strategies, Securing A&D Loans, and Using Forward Purchase Agreements

Paul Megler - Vice President of Strategic Partnerships, Dream Finders Homes
Mitchell Gordon - Chief Financial Officer, Caruso Homes
Alex Emerson - Chief Financial Officer, View Homes
John Curry - Chief Executive Officer, Setana Development

4:30pm - 5:15pm

Adapting to the Slowdown: Strategies for Managing Risk and Preserving Value

Carl Perrone - Senior Vice President, Brookfield Residential
Britt Creer - President, Ranchland Homes
Joe Polite - VP, Land, Eastwood Homes
Kristine Smale - VP of Land Acquisitions & Development, Christopher Alan Homes

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Networking

5:15pm - 6:15pm

Networking Cocktail Reception

Day One - February 2ndMonday, February 2, 2026 - PST

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