Conference Schedule
Tentative Agenda as of 10/02/2009
Sunday, October 18
8:00 am – 5:00 pm Exhibitor Set-up
11:00 am – 7:00 pm Conference Registration
1:00 pm – 5:00 pm Pre-Conference Sessions (extra fee)
- Practice Management Strategies
- Survival Strategies: Workouts, Mediation, Arbitration and Litigation
- Product Design and Development 201: REITs, Equity Funds, TICs/DSTs and Debt Funds
5:00 pm – 6:30 pm Opening Cocktail Reception in Exhibit Hall
Monday, October 19
7:30 am – 5:00 pm Conference Registration
7:30 am – 8:25 am New & Prospective Member/Attendee Breakfast
7:30 am – 8:25 am Buffet Breakfast in Exhibit Hall
8:30 am – 10:00 am Opening Session:
REISA Update
Industry Update
Keynote Speaker - Congressman Ed Royce
10:00 am – 10:30 am Exhibit Time
10:30 am – 12:00 pm Platinum Sponsor Presentations
12:00 pm – 1:00 pm Buffet Lunch, Exhibits & Committee Meetings
1:00 pm – 1:50 pm Breakout Sessions:
- Asset Allocation, Investment Strategies and Evaluating All Product Offerings
- REIT 101: Everything You Need to know about REITs
- Offering Document Trends
- Real Estate Sales: Where is the Opportunity and How Do You Make the Sale
2:00 pm – 2:50 pm Breakout Sessions:
- Assessing Core Competencies: How do you build trust?
- Energy 101: Where do we get the energy we need?
- Real Estate as a Hedge Against Inflation
- RIAs: What You need to know about Marketing to RIAs
2:50 pm – 3:20 pm Exhibit Time
3:20 pm – 4:30 pm General Session:
ACE Awards & Keynote Speaker: Alison Levine
4:40 pm – 6:00 pm Platinum Sponsor Presentations
6:00 pm – 7:30 pm Cocktail Reception in Exhibit Hall
Tuesday, October 20
7:30 am – 8:25 am Buffet Breakfast in Exhibit Hall
7:30 am – 8:25 am Invitational Closed-Door Broker-Dealer Breakfast
7:30 am – 5:00 pm Registration & Information Desk
8:30 am – 9:20 am Breakout Sessions:
- Million Dollar Sales Ideas
- 1031 101: Build a diversified portfolio with 1031 options
- Apartments vs. Hotels vs. Storage: Why they are hot!
- Financial Markets: What debt vehicles are and soon will become available
9:30 am – 10:20 am Breakout Sessions:
- Issues Facing Reps Today: How to deal with deals going sideways
- Debt Funds 101: Mortgages, Trusts and Debentures
- Oil & Gas Advanced: What you don't know will cost you!
- Client/Rep Concerns: What does the investor really care about?
10:20 am – 10:55 am Exhibit Time
10:55 am – 12:10 pm
Legislative General Session
12:10 pm – 1:30 pm Buffet Lunch in Exhibit Hall
1:30 pm – 2:30 pm Real Estate Keynote Speaker: Dr. Mark Dotzour
2:40 pm – 3:30 pm Breakout Sessions:
- Tax Returns, UBTI, Depreciation: Using tax returns to generate busines
- Equity Funds 101: When is your investor better off with a fund vs. investing in a REIT?
- Industrial vs. Retail vs. Office: Where tenant quality is crucial
- Offering Disclosures: How to protect the sponsor and the investor
3:30 pm – 4:10 pm Exhibit Time
4:10 pm – 5:00 pm Breakout Sessions:
- Coaching: What do million dollar producers know that you don’t?
- Analysis 101: What are the sponsor, asset, structure and market questions to ask up front?
- How Green is My Valley: How is the green movement impacting offerings and property management
- Liquidity Issues: Do investors have an out?
5:10 pm – 6:00 pm Breakout Sessions
- What Business Are You In
- Marketing 101: How to make money selling real estate securities
- Pulling It All Together: REITs, TICs and Funds
- REITs: Are they the answer to your “what do I do now” questions?
6:00 pm – 7:30 pm Closing Cocktail Reception in Exhibit Hall
7:30 pm – 9:30 pm Exhibitor Teardown
Conference Links
What Your Peers Say About REISA Conferences
See why real estate securities industry leaders
attend year after year!
"As a new member of REISA, I found the conference to be very informative and beneficial. I look forward to the fall conference!"
- Bryan Manning,
"Time is money, and I will make more of it because of having attended the REISA conference."
- Kim Checketts, KAC Financial Services Inc.
