Monday, May 23, 2022
8:00 am
Registration Opens
Noon
Sponsor Exhibit Hall Opens
Afternoon
NRHC Committee Meetings (NRHC Members Only)
1:30 pm–3:00 pm
NRHC Legal Committee Meeting (NRHC Members Only)
2:30 pm–4:00 pm
NRHC HR Committee Meeting (NRHC Members Only)
3:00 pm–4:00 pm
CEO Council Meeting (Invitation Only)
4:30 pm–5:45 pm
The State of SFR: A CEO Large Company Perspective
Moderator:
Noah Noonan, Executive Director, Global Securitized Products Group, J.P. Morgan
Speakers:
Kevin Baldridge, COO, Tricon Residential
Colleen Keating, CEO, FirstKey Homes
David Singelyn, CEO & Co-Founder, American Homes 4 Rent
Dana Sprong, Co-Founder & Managing Partner, VineBrook Homes
Dallas Tanner, President & CEO, Invitation Homes
5:45 pm–6:45 pm
Opening Reception
7:00 pm–9:00 pm
Opening Dinner
Keynote Speaker: Charlie Cook, Founder of The Cook Political Report and Political Analyst for the National Journal
Tuesday, May 24, 2022
7:30 am–8:30 am
NRHC Leadership Council Breakfast (Invitation Only)
8:00 am–8:45 am
Continental Breakfast
8:45 am–9:00 am
Welcome and Opening Remarks
David Howard, Executive Director, National Rental Home Council
9:00 am–9:50 am
The Big Housing Trends: Changing Demographic Patterns, Fed Tightening & Impact on Housing Supply/Demand
Moderator:
Margaret Whelan, Founder & CEO, Whelan Advisory
Panelists:
Gary Beasley, CEO & Co-Founder, Roofstock
John Burns, Founder & CEO, John Burns Real Estate Consulting
Laurie Goodman, VP of Housing Finance Policy , The Urban Institute
Christopher Hoeffel, President , CoreVest Finance
John Pawlowski, Managing Director, Residential , Green Street
9:55 am–10:45 am
CEO Conversations—The Realities of a Growing Market
Moderator:
Morgan Griff, Executive Director, Nomura
Panelists:
Todd Gorelick, Senior Managing Director, Bridge Investment Group
John Hirschfeld, Chairman & CEO, HomeRiver Group
Jordan Kavana, Founder & CEO, Transcendent Electra
Jeff Pintar, Founder & CEO, Pintar Investment Company
Donald Povieng, Co-President, Empire Communities
10:50 am–11:10 am
Morning Coffee Break
11:15 am–12:05 pm
CEO Conversations: Rising Rates, Escalating Home Prices & Shifting Demographics: Impact On SFR & BTR Strategy
Moderator:
Sarah Kanes, Managing Director, Mizuho Americas
Panelists:
Thibault Adrien, Founder & CEO, Lafayette RE
Anthony Cazazian, MD & Head of US Residential Real Estate, Man GPM
John Gray, President – SFR, LennarSFR
Marc Halle, Chief Investment Officer, Sylvan Road
Margaret Potter, CEO, Camillo Properties
12:10 pm–1:30 pm
General Session Luncheon: Doing Right By Doing Good: Rental Housing & Social Impact
Moderator:
David Howard, Executive Director, National Rental Home Council
Panelists:
John Hope Bryant, Founder, Chairman & CEO, The Promise Homes Company
Elizabeth Galloway, EVP and Chief Human Resources Officer, Invitation Homes
Dan Magder, Managing Partner, Center Creek Capital Group
1:35 pm–2:25 pm
Build-for-Rent: Sector Growth, Deal Structures, Cap Rates & Valuations
Moderator:
Don Walker, Managing Principal & CFO, John Burns Real Estate Consulting
Panelists:
Jay Byce, Co-Founder & CEO, ResiBuilt Homes
Tony Chen, Managing Director, Crescent Communities
Bruce McNeilage, CEO & Co-Founder, Kinloch Partners
Sudha Reddy, Managing Principal, Haven Realty Capital
Richard Ross, CEO, Quinn Residences
2:30 pm–3:20 pm
A Capital Markets Discussion: Returns, Rationale & The Future of Real Estate Investing
Moderator:
Jay Parsons, VP, Head of Economics and Industry Principals, RealPage
Panelists:
Stuart Denyer, CEO, New Western
C. Christopher Harris, Senior Director, Capital Markets, Walker & Dunlop
Brandon Jenkins, COO, Fundrise
Matthew Putterman, Senior Director, Capital Markets, JLL Capital Markets
3:25 pm–3:45 pm
Afternoon Coffee Break
3:50 pm–4:40 pm
Track A
Untangling the Web of Partnership and Operational Risk: What are the Exposures for the Owner, Operator and the Capital
Moderator:
Alexandra Glickman, Sr. Managing Director – Practice Leader, Gallagher
Panelists:
Michael Bednarski, Managing Partner, LyvWell Communities
Jonathan Bloom, Partner, Bloom & Freeling
Paul Davey, CEO, Balcara Group
Emily Loupee, Area Senior Vice President, Gallagher
3:50 pm–4:40 pm
Track B
The Market in Single Family Rental Debt & Securitization
Moderator:
Mary Beth Fisher, Managing Director, Amherst Pierpont
Panelists:
Stephen Blevit, Partner, Sidley Austin, LLP
Charles Chacko, Co-CEO, OS National
Joseph Curran, Managing Director, BankUnited
Ken Hackman, Partner, Dechert
Padma Rajagopal, Vice President-Sr. Credit Officer, Moodys
3:50 pm–4:40 pm
Track C
SFR & BTR Considerations in Secondary & Tertiary Housing Markets
Moderator:
Kori Covrigaru, CEO, PlanOmatic
Panelists:
JJ DuPuis, Executive VP, RM Interiors
Mark Forrester, Senior Managing Director, Berkadia
David Zanaty, Chief Real Estate Officer, Mynd Management
4:40 pm–5:30 pm
Track A
SFR and BTR Legal & Operational Risk Management Considerations
Moderator:
Meredith Delcamp, Partner, Shutts & Bowen LLP
Panelists:
Stephen Blevit, Partner, Sidley
Michael Heid, EVP & Managing Director, Alliant Insurance Services, Inc.
Chris Loebsack, Managing Principal, Loebsack & Brownlee, PLLC
Tim Reilly, EVP- Asset Management, Radian
4:40 pm–5:30 pm
Track B
Prop Tech and Its Application & Implementation in SFR & BTR
Moderator:
Thad Tarkington, Co-Founder & CEO, Second Nature
Panelists:
Kori Covrigaru, CEO, PlanOmatic
Ken Davis, CEO, TaskEasy
Rabih Elawar, Head of Account Management, Inspectify
Martin Kay, CEO, Entera
Merrick Lackner, CEO, Rently
4:40 pm–5:30 pm
Track C
Perspectives on the Future of SFR: Our Place in the Mix, Emerging Trends & Future Outlook
Moderator:
Asad Kazim, Head of US Real Estate, RBC Capital Markets
Panelists:
James Bagley, CEO, City Homes
Barry Faulkner, Enterprise Managing Consultant, RealFoundations
Christian Sommer, Founder, President & CEO, Tricoast Homes
John Stewart, Business Development Officer, Palmetto Solar
Pat Whelan, CEO, Sparrow Homes
5:30 pm–6:30 pm
Cocktail Reception
6:00 pm–7:00 pm
Women in SFR Reception
Wednesday, May 25, 2022
7:30 am–8:30 am
Operations & Technology Committee Meeting (NRHC Members Only)
8:30 am–9:20 am
Private Equity, Institutional Investment & The Future of SFR/BTR
Moderator:
Jonathan Schein, CEO & Executive Director, Real Estate Limited Partner Institute
Panelists:
David Butler, Managing Partner, Argosy Real Estate Partners
Aric Chang, Executive Director, US Real Estate Research, JP Morgan Asset Management
Lee Everett, Head of Research, Waterton
Cameron Jones, Managing Director, US Housing Strategic Transactions, Nuveen
Chris Picyk, VP-SFR Portfolio, CenterSquare
9:25 am–10:15 am
Transforming the Resident Experience Through Technology
Moderator:
Morgan Collins, Chief Commercial Officer, Progress Residential
Panelists:
Nicolette Jaze, VP, Strategic Partnerships and ESG, Esusu
Jin Pheh, Account Executive/Principal Architect in Sales and Marketing Solutions, Bits in Glass
Andre Sanchez, Principal, Rently
10:20 am–11:10 am
The Wall Street Analysts’ Roundtable on Finding Relative Value in the Debt & Equity Public Markets
Moderator:
Aric Chang, Executive Director, US Real Estate Research, JP Morgan Asset Management
Panelists:
Mary Beth Fisher, Managing Director, Amherst Pierpont
Rohit Sinha, Executive Director, Nomura
Haendel Emmanuel St. Juste, Managing Director, REITS, Mizuho Securities
11:15 am–12:05 pm
Future Of SFR & BTR: What Will We Be Talking About Next Year
Moderator:
John D’Angelo, Head of US Real Estate Advisory, Deloitte
Panelists:
Greg Godderidge, Vice President, SFR Operations, Radian
Peter Gudmundsson, CEO, BeHome 247 Residential
Matt Logan, Vice President, Real Estate Investment Banking, RBC Capital Markets
Andre Sanchez, Principal, Rently
12:05 pm
Closing Remarks
David Howard, Executive Director, National Rental Home Council