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2012 Real Estate Investment Forum -  Click Here for Registration Page

Come hear a panel of northwest real estate experts including fund managers, developers, market analysts, and investors discuss the current market trends and investment opportunities. Topics will include the status of the credit markets, distressed opportunities, bank notes, land development and commercial and residential investment opportunities.  This forum will address which asset classes present the best opportunities and how investors can best capitalize on these opportunities.  We look forward to your attendance.

Click Here for Event Overview & Sponsorship Information (PDF)
Click Here for Registration Page

Location:
Puget Sound Confernece Room
1918 Eighth Avenue
Seattle, WA 98101

Agenda: Thursday, March 29th, 2012
1:30 - 2:00 PM     Registration and Networking
2:00 - 2:15 PM     Introductions
2:15 - 2:45 PM     Moderated Panel Discussion
2:45 - 3:30 PM     Audience Q&A
3:30 - 4:30 PM     Happy Hour Social

Online Registration: Click Here for Registration Page
$45 Pre-Registration
$60 At the Door, Space Available

Contact or RSVP:
Nathan McDonald at Nathan@InvestmentForum.org or call 206.255.8870.

Gold Sponsor:
Special thanks to our sponsors who make these events possible!

Moderator Biography:

Robert Holmes, The Holmes Group, LLC (THG, LLC)
The Holmes Group is a principal-to-principal real estate advisory organization led by Robert J. Holmes. With his diverse background in the planning, development and operation of all types of real estate spanning from mountain resort villages to complex urban mixed-use projects and city planning to commercial and retail-focused projects, Mr. Holmes provides exceptional insight for business leaders as they consider how to move their organizations forward. As a relationship architect, Mr. Holmes builds strategic alliances between companies, public entities and individuals to further the success of a project, organization or mission. Prior to founding THG, LLC, Mr. Holmes was President & CEO of Intrawest USA and Harbor Properties, Inc., where he was involved with two real estate projects that were recipients of the ULI Project of the Year award.

 Speaker Biographies:

Martin A. Stever, Presiden, Pacific West Land
Pacific West Land is a real estate development company in its 30^th year.  The firm is currently running the Pacific West Distressed Asset Fund, which has acquired 14 shopping centers in the last 9 months.  The firm manages over 1 million square feet of retail space, over 9,500 acres in four states, and total assets conservatively valued at over $160M.  Pacific West investors have enjoyed realized profits of over $150M.

A contributor to the Puget Sound Business Journal, Martin originally came to the Seattle area to join Microsoft, after completing his MBA in Finance at the University of Chicago Booth School of Business. He received his undergraduate degree from the University of Michigan.  He joined Pacific West in 2004. 

Martin is a published aviation historian and game designer, angel investor, and a tireless football fan. He lives on Bainbridge Island with his wife, Dianne, and their daughter.

Richard Gollis, Principal, The Concord Group
Richard M. Gollis is a co-Founder and Principal of The Concord Group (TCG) based in the firm’s Newport Beach office.  TCG is a national advisory firm focusing on market and financial, analysis, transaction due diligence and asset valuation with offices in Newport Beach, San Francisco and Boston. TCG completes hundreds of assignments annually.  Clients include private equity firms, institutional and entrepreneurial capital, investment and commercial banks, public agencies, and developer/builders.

Recent assignments on behalf of private capital/ opportunity funds have included repositioning strategies for distressed assets and new acquisitions for “next-cycle” development.  TCG is relied upon to assist developer and financial clients to maximize investment value while minimizing market risk.  The firm covers all property types (commercial, residential and land), in all metro areas and works under tight due diligence deadlines.

Specifically in the Puget Sound region, Richard and the TCG team have been engaged to evaluate a number of bank portfolios, including valuation and asset workout strategies for OREO and  non-performing office, retail, industrial and home building loans. Richard is currently Chair of the Community Development Council (Silver Flight) of the Urban Land Institute, and a Governor of the ULI Foundation.  Additionally, he serves as the co-Chair of the Advisory Board for the Department of Policy, Planning and Design at University of California at Irvine.

Curt Altig, Managing Director, Builders Capital
Mr. Altig is a 19-year veteran ofthe Mortgagte Banking industry who brings an array of loan origination expertise, construction lending experience, sales, marketing, management and leadership skills to the organization.  Mr. Altig's responsibilities at Builders Capital include sales, marketing and the development of the loan business.  Prior to co-founding Builders Capital, Mr. Altig spend five years as a Regional President of First Horizon/MetLife Home Loans overseeing $2+ billion in loan production across 18 branch offices.  His responsibilities at First Horizon included retail and wholesale originations, custom construction financing, mortgage operations, financial services, underwriting management and compliance oversight.  He is a current board member for the Seattle Mortgage Bankers Association.  Mr. Altig is a graduate of the University of Washington.

Chris Christensen, President, iCap Equity
Mr. Christensen has extensive experience with real estate finance, real estate development, and construction. He is a practicing attorney and current owner of Altius Legal, PLLC, a law firm specializing in business and real estate law. Prior to forming Altius Development, Inc. and its subsidiary construction company, Edge Construction, LLC, Mr. Christensen successfully advised numerous lenders, developers, and borrowers with regard to their start-up needs, including financial structuring and asset protection. His practice also focused on complex private placements of securities, in which he structured a large number of deals for companies seeking to raise capital under Regulation D Offering Exemptions. Additionally, after the companies raised the capital, he advised the companies as to the use of the funds in their business needs. Mr. Christensen has a masters degree in international business. He brings with him a wealth of knowledge and experience focused heavily on deal structuring, asset protection, and risk management, all of which will be valuable tools for the success of iCap Equity.

Tim Carlsen, Director of Business Development,  Cascadia Leasing
An entrepreneurial and well-rounded business executive with a twenty five-year track record of building businesses, driving revenues, and delivering shareholder value by developing strategic partnerships, establishing direct and indirect sales channels and structuring equity and debt investments. In addition has developed and managed direct and indirect sales and marketing teams while working within the challenging landscape of early stage capital budgets. Tim has extensive early stage companies experience and co-founded The Milestone-Group, Denali FM, and Systemic Solutions as well as held various senior executive roles including CEO, Interim CEO, VP Corporate Development, VP Business Development and VP of Sales and Marketing.