Mortgage Investment & NETWORKING FORUM
JUNE 26, 2009
Crowne Plaza LaGuardia Airport Hotel New York
Identifying A National Strategy For Investing In Mortgage Debt
Develop new business and networking relationships while sharpening your mortgage investment skills. And discuss the aligned interests of mortgage investors, sellers, deal intermediaries, real estate owners and asset managers.
Overcome the challenges of mispriced mortgages Hear how the partnership between the public and private sectors will function under PPIP Understand the fundamentals of investing in distressed mortgages Develop insight into bridge, mezzanine, and equity financing Learn what you should know before buying mortgage notes or investing in real estate projects
HOSTED BY:
CO-SPONSORS:
See back page for attendee details or register online at www.hartfordone.com
Mortgage Investment &
NETWORKING FORUM
Who Should Attend This Meeting
Overview
Mortgage Loan & Portfolio Investors Mortgage Lenders Bank Portfolio Sellers Distressed Debt Buyers Mortgage Sale Facilitators Investor Due Diligence Firms Real Estate Asset Managers Loan Aggregators Real Estate Owners & Managers Mortgage Brokers & Loan Officers
Crowne Plaza LaGuardia Airport Hotel
See back page to register today! or call toll-free (866) 585-1629
What You’ll Take Away From This Meeting
Forge New Business Development Relationships Sharpen Your Loan Purchase Skills Develop Your Mortgage Investment Exit Strategy Gain Insight Into Loan & Portfolio Purchase Due Diligence Hear How Competitors Are Surviving The Current Environment Avoid Lender Liabilities When You Purchase Loans
Sponsorship & Booth Exhibit Opportunities
If you wish to capitalize on this opportunity and display your shop’s products or capabilities, contact Joe Caton @ (203) 405-2330 or jcaton@hartfordone.com to join us as a sponsor or exhibitor. Welcome to the Mortgage Investment & Networking Forum!
About Your Meeting Sponsors
www.edrnet.com BEFORE you buy or originate your next mortgage note or portfolio, be sure to first contact EDR, the nation’s leading provider of environmental information, generating over 750,000 environmental risk reports each year. With unique offerings for environmental professionals, lenders, attorneys, corporations, insurance companies, government agencies, real estate professionals, mortgage and property investors can rest assured that EDR has the information and solutions they need.
www.hartfordone.com Since 2006, Hartford One Group has been dedicated to industry education for the mortgage banking, lending and investment communities. For your next corporate business development, training, leadership development, or staff orientation program, contact us before you settle on the choice for your corporate training partner. Our "Passion For Knowledge-Based Excellence” in banking and finance is at the core of every program we get involved in.
www.crefexecutivesearch.com CREF Executive Search is comprised of executive search consultants who have built a reputation of excellence in the Commercial Real Estate Mortgage Industry. We have been successfully providing human capital placements in multiple markets and industries across the nation. Currently seeking to place loan producers and underwriters. Call (512) 847-8989.
Mortgage Investment &
NETWORKING FORUM
MEETING AGENDA - FRIDAY JUNE 26
8:15AM – 8:55AM NETWORKING BREAKFAST:
Are you a mortgage investor or represent an investment group? Are you a lender seeking to sell notes? Are you an intermediary that represents mortgage buyers or sellers? Are you an asset manager? Then, you are invited to join us for breakfast and to meet other mortgage buyers, note investors, real estate deal principals, fund investment managers, broker intermediaries, and lenders with notes to sell. You can discuss deals and develop new business relationships.
11:30AM – 12:15PM
MAKING DUE DILIGENCE A LOAN PURCHASE PRIORITY
Asset Due Diligence and Environmental Review of Your Loans
In the rush to buy distressed and sub-performing loans, new investors often overlook the critical due diligence process. In this session attendees will hear how to include a rigorous review of portfolios for asset, borrower, and environmental risk. _________________ GROUP DISCUSSION
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BREAKFAST SERVED
12:15PM – 1:10PM 9:00AM – 9:55AM
The Challenge of Executing Loan Sales Today
Navigating the sometimes murky waters of buying and selling mortgage debt and investment securities today
This address will present a high-level view of the mortgage note investment marketplace, with a special focus on pricing, availability, and what the major players are doing to overcome current market challenges. Hear how market dynamics are running against the successful execution of transactions today.
GROUP LUNCHEON & NETWORKING
1:15PM – 1:55PM
AVOIDING LENDER LIABILITY RISK IN LOAN PURCHASE
Don’t Become a Victim of Loan Sale Fraud or Lender Liability
Hear what experts advisors are telling their top tier loan acquisition and origination clients about the risk of lender liability in loan purchases today. Manage your investor expectations and avoid costly loan management errors. __________________ GROUP DISCUSSION
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GENERAL ADDRESS
10:00AM – 10:40AM
PRIVATE-PUBLIC INVESTMENT PARTNERSHIP (PPIP)
Gaining Insight Into This Emerging Partnership Hear fundamental discussions about how the announced government investment rescue programs will function alongside private investors. Hear what investment funds and money managers are planning to do. ___________________
SPECIAL PRESENTATION
2:00PM – 2:45PM
INVESTING IN A SHORT-TERM LENDING PROGRAM
Looking Into Mezzanine and Bridge Loan Investment Opportunities
In this session, you can share in discussions about the availability of investment capital for high-yield products such as bridge, mezzanine and equity financing. Also, learn where funding from private investors is coming from today, including placement of private notes and equity swaps. __________________ GROUP DISCUSSION
10:40AM – 10:55AM
NETWORKING BREAK
2:45PM - Forum Adjourns
Your Discussion Leaders: W. Joseph Caton, Managing Director Hartford One Group Peter Andrews, President Dreambuilder Investments Alan Joseph, President AMJ Management LLC Anna DeSimone, Prewident Bankers Advisory Inc. Richard Burton, Principal McCary Stevens Associates Inc. For an updated list, please visit the meeting’s Web site at: www.hartfordone.com
11:00AM – 11:30AM
INVESTING IN DISTRESSED MORTGAGE NOTES
Developing a Strategy Before Your Next Note Purchase
Join these discussions about the challenges and opportunities for buying sub- and non-performing mortgage notes today. And learn how your shop can successfully implement a loan acquisition and asset management exit strategy. _________________ GROUP DISCUSSION
Mortgage Investment &
NETWORKING FORUM
(please use a separate registration form for each attendee) Please register the following person to attend the Mortgage Investment & Networking Forum on June 26.
Attendee Name: ______________________________________ Badge Name (i.e., Bill or Liz): _____________________________ Title: ______________________________________________ e-mail: _____________________________________________ Telephone: _________________________________________ Organization: ________________________________________ Line of Business:_____________________________________ __________________________________________________ Mailing Address: _____________________________________ __________________________________________________ City, State & Zip: _____________________________________
REGISTRATION BY PHONE CHECK PAYMENT AND MAILING DIRECTION
PRE-REGISTRATION FORM
Please complete this attendee registration form and mail it with your payment (check payable to Hartford One Group) to: Hartford One Group LLC 55 Old State Rd. Oxford, CT 06478 PAYMENT BY CREDIT CARD Please charge my registration fee to (choose one): Visa MasterCard AMEX Discover Card Number: ________________________________________ Expiration Date __________________ Name on Card: _______________________________________
Amount $___________
PAYMENT OPTION BY PAYPAL Our payment ID is: registrar@hartfordone.com Be sure to include your invoice number or registration e-mail address MEETING LOCATION AND DETAILS The Mortgage Investment & Networking Forum will be held at the Crowne Plaza LaGuardia Airport Hotel, 104-04 Ditmars Blvd., East Elmhurst, New York 11369. Phone: (718) 457-6300. For hotel reservations, please contact the hotel directly about accommodations. If a paid registrant is unable to attend, a substitute can be made up to the beginning of the meeting. Please note that the registration fee is nonrefundable, pre-registration closes at 5:00PM EST on June 24. Only on-site registrations will be available thereafter.
To conveniently register for this meeting by telephone, please call the registrar at (866) 585-1629, or (203) 405-2330. OR FAX THIS FILLED OUT REGISTRATION FORM TO (203) 405-2336 First registrant .................................................................... $295 Each additional registrant................................................. $195 Onsite registration ............................................................. $395 (please use a separate registration form for each attendee)
Crowne Plaza LaGuardia Airport Hotel 104-04 Ditmars Boulevard East Elmhurst, New York 11369 Phone: (718) 457-6300 Toll Free: (800) 692-5429 Located two blocks from LaGuardia Airport and eight miles from JFK International Airport, the Hotel is minutes from mid-town Manhattan. From Grand Central Parkway, exit at 94th Street and follow the signs to Ditmars Boulevard. The hotel is on the right side of the street directly across from LaGuardia Airport. For additional driving directions, call the hotel or visit its Web site at www.cplaguardia.com
YOUR REGISTRATION CODE: 110NY-D
Register by telephone, by fax or online at www.hartfordone.com