2016 Symposium Agenda

Show Full Agenda

Monday, June 6

Time Description
1:00pm

Welcome & Introductions

1:30pm

Setting the Stage: Opening Roundtable

2:30pm

Networking Break

2:45pm

Breakout Session A: Strategies to Maximize Value by Boosting NOI

This discussion will explore a myriad of opportunities to boost net operating income including, Energy Efficiency, Ancillary Income Opportunities, Insurance Premium Management, Property Tax Management, Rent Maximization At Subsidized Properties, Utility Allowance Management, and more…

Moderators:

  • Beverly Hanlin, National Housing Trust, Washington, DC
  • Roger Yorkshaitis, Gatehouse Group, Mansfield, MA
2:45pm

Breakout Session B: Operational Asset Management – Administrative and Departmental Operational Best Practices

This discussion will explore key strategies and structures asset management executives can implement to improve department operations.  Key topics may include: Reporting Structures, Monitoring Protocols, Process and Systems Improvements and Approaches to Budgeting and Paying for Asset Management Services.  The discussion will explore the pro’s and con’s of different approaches organizations take in incorporating asset management into key functions including project finance, property budgeting and capital needs planning.

Moderators:

  • Charles Moran, Vesta Corporation, Weatogue, CT
  • Chris Dischinger, LDG Development, LLC, Louisville, KY
4:45pm

Networking Break

5:00pm

Business Intelligence Tools: Part 1

There are many tools asset managers can use to identify opportunities across their portfolio and at the micro level.  In this session owners will demonstrate how they are using individual products including software and data packages to spot opportunities and derive portfolio value.

Presenter:

  • Austin Herzog, Real Estate Development Services, Clovis, CA
  • Jerry Lemmon, WinnResidential, Lowell, MA
5:30pm

Networking Reception

Tuesday, June 7

Time Description
9:00am

Business Intelligence Tools: Part 2

There are many tools asset managers can use to identify opportunities across their portfolio and at the micro level.  In this session owners will demonstrate how they are using individual products including software and data packages to spot opportunities and derive portfolio value.

Presenter:

  • Trisha Miller, Wishrock Housing Partners & Investment Group, Washington, DC
  • Dan TeagueWegoWise Inc, Boston, MA
9:30am

Networking Break

9:45am

Breakout Session C: Planning & Preparing Properties for Refinancing, Recapitalization or Sale

Asset management can play a key role in maximizing a refinancing, recapitalization or sale.  This session will explore how to create a process to manage and prepare for capital events across a portfolio and key strategies asset managers can implement to maximize owner returns across multiple executions.

Moderators:

  • Austin Herzog, Real Estate Development Services, Clovis, CA
  • Marianne Votta, Bank of America Merrill Lynch, Boston, MA
9:45am

Breakout Session D: Managing Your Management Company

Whether you firm owns and operates its own property management company or utilizes 3rd party management communications is key.  This session will explore how asset managers can facilitate aligning property management with owner priorities and facilitate increased accountability across departments.  The session will also discuss the pro’s and con’s of using 3rd party management and when it makes sense to start an in-house property management firm or joint venture.

Moderators:

  • Andrew Kerivan, Grenwold Real Estate Advisors LLC, Quincy, MA
  • Jerry Lemmon, WinnResidential, Lowell, MA
  • Kevin Rose, Wishrock Housing Partners & Investment Group, LLC, Portland, ME
11:45am

Networking Lunch

1:00pm

Business Intelligence Tools: Part 3

There are many tools asset managers can use to identify opportunities across their portfolio and at the micro level.  In this session owners will demonstrate how they are using individual products including software and data packages to spot opportunities and derive portfolio value.

Presenters:

1:30pm

Networking Break

1:45pm

Breakout Session E: The Forest and the Trees: Striking a Balance Between Portfolio Management and the Needs of Individual Properties

Identify and mitigating risk is one of the most important roles an asset manager can play.  This session will explore different approaches to developing a risk-rating system for deal evaluation or underwriting, the value of utilizing diverse funding sources and financial partners as well as the pro’s and con’s of budgeting from the property  up to the portfolio vs. setting budgets at the portfolio level and allocating down to the properties.

Moderators:

  • Brendt Rusten, Dominium Development & Acquisition, LLC, Plymouth, MN
  • Todd Sears, Herman & Kittle Properties, Inc., Indianapolis, IN
1:45pm

Breakout Session F: Finding and Keeping The Best Asset Management Talent

Good talent is hard to find and harder to keep.  This session will explore the key skills necessary in an asset manager, workload management, metrics for evaluating successful performance, creating an in house training protocol and the pro’s and con’s of commercially available asset management training and certifications.

Moderators:

  • Mary Corthell, Beacon Communities, Boston, MA
  • Peter Desjardins, Volunteers of America, Alexandria, VA
  • Dena Xifaras, Preservation of Affordable Housing, Inc., Boston, MA
3:45pm

Networking Break

4:00pm

Closing Session: Lessons Learned and Next Steps

4:30pm

Conclusion of Program

Last modified: