March 17thMonday, 17 March 2025 - ET (Eastern Time, GMT-05:00)

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Registration

8:15am - 9:00am

Registration & Breakfast

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Sessions

9:00am - 9:50am

Opening Presentation: Learning from Failure: Developing Resilient Leaders and Organizations

Donald Sheets - Lecturer, Real Estate, Harvard University

9:50am - 10:30am

Q&A with Bill Isaac – Special Assets & Bank Regulation

Jose Torres - Senior Economist, Interactive Brokers
Bill Isaac - Former Chairman, FDIC

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Networking

10:30am - 11:30am

Networking Break

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Sessions

11:30am - 12:15pm

Economic Outlook for Special Assets & Distressed CRE

What have the majority of your deals looked like in the past 6 months? What is the outlook for 2025? Which asset classes and markets? What are you most worried about ?
To what degree have you seen real distressed opportunities in the past few months?
Election effects on CRE market
How do you expect volume to change in the coming year? Pricing ? Strategies?
Regulatory changes coming down the pike and impact on business
Which specific workout remedies are banks currently employing?
When forbearance does not suffice, what are next steps to achieving a more complex workout?
By region and sector, what does the outlook for special assets look like?
How is demand changing for C&I vs. real estate vs. agricultural vs. auto and other loans? How have you adjusted your definition of “distressed” in each of these categories?
What role does climate risk play in your portfolio management strategy?
Which new risks will pose the greatest threats to your balance sheet?
Are you getting personal guarantees?
When a simple loan extension does not suffice, what are next steps to achieving a more comprehensive resolution? What was the tipping point issue?
Underwriting the sponsor – has that become more important in the past year?
What is your company’s experience related to receivership related to different geographies?

Rebel Cole - Professor of Finance, Florida Atlantic University
Tom Constantine - EVP & Chief Credit Officer, Axos Bank
Cam Childs - COO, Directed Capital
Justin Bar - SVP Regional Credit & Special Assets Director, Carter Bank
Rafael Serrano - Lecturer, Real Estate, Harvard University

12:15pm - 1:00pm

SBA Lending Updates & Strategy

How has SBA loan volume been trending in the past year?
What are the unique challenges associated with SBA loan workouts?
How are you evaluating loan applicants in today’s market?
What impact will SBA rules have on your loan portfolios and risk management strategy?
How may regulatory changes impact the outlook for SBA lending? What new risks are on the horizon?
In what ways are you integrating and utilizing technology to better serve your borrowers?

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Networking

1:00pm - 2:00pm

Lunch

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Sessions

2:00pm - 2:45pm

Loan Defaults, Workouts, Auctions, Forbearance & Turnarounds

Which new risks are facing commercial real estate loans and what impact will this have on special servicing?
How is the relationship changing between borrowers, lenders and servicers?
To what extent have lenders shifted from forbearance, deferment, etc., to enforcement of remedies through foreclosure or loan sale?
What creative workout scenarios are borrowers and lenders discussing? What is actually being agreed upon? What happens once the forbearances/seasonality reserves or other reserves run out?
How does turnaround and workout activity vary by sector and geography? What do distressed asset owners need to know when considering a workout?
What are your predictions for distressed deal flow and default rates? How is this informing your risk management strategy?
What impact do federal income tax considerations have on the structure of a workout?

2:45pm - 3:30pm

Receiverships & Bankruptcy

What are the legal requirements for filing an involuntary bankruptcy and pre-filing considerations that need be vetted to properly assess the risks and rewards of this seldom-used strategy?
What are the lesser-known tactics debtors may use to thwart an involuntary bankruptcy? What reputational issues could arise from a failed attempt, including potential sanctions?
How can you best manage the creditor process? What methods are most effective at identifying and avoiding unintended consequences while the bankruptcy proceeding is pending?
How has the outlook changed for receiverships as a workout remedy?
Which asset classes and markets have been most significantly impacted in the past year?
What are some of the lesser-known challenges and keys to success in executing receiverships?
What questions should you be asking your receiver?
What do all parties need to know about the initial receivership order, powers and authorities and reporting requirements to the court?
Lessons learned from more complex or less successful receiverships?

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Networking

3:30pm - 4:00pm

Networking Break

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Sessions

4:00pm - 4:45pm

Buyers Strategy Roundtable

What is deal flow like right now and how are you sourcing deals?
What asset types are you buying and looking to buy? Which markets are you focused on for hospitality and retail transactions? Florida market ?
What sectors present the best opportunities for long-term growth, and which are you steering clear of?
Which risks will have the greatest impact on your buying strategy?
What kinds of pricing are you seeing for discounted sales?
How do you negotiate with banks of varying size and reach? What unique challenges and opportunities does each type present?
Are you partnering with non-bank lenders? Why or why not?
What is the best deal you have bought into recently? Succes/failure stories?

4:45pm - 5:15pm

CMBS Outlook & Special Servicing Updates

What does issuance look like in 2025? CMBS Market Update?
What percentage of CMBS debt across asset classes and urban markets is in delinquency or special servicing?
How is forbearance, default and discounted loan sales activity changing?
In what ways have workout/modification strategies changed in the past year as the pandemic recovery has progressed? Which asset classes have seen most tolerance from lenders to working with borrowers?
What impact is the remote/hybrid work trend having upon CMBS given office comprises a significant portion of the underlying collateral?
How are properties with shorter leases being handled, in comparison?
Which property types are best positioned for future CMBS originations?

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Networking

5:15pm - 6:15pm

Cocktail Reception

March 17thMonday, 17 March 2025 - ET (Eastern Time, GMT-05:00)

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