208516 nic if 2017.indd fc event guide cover.indd 1 1 8/14 ... · 2 berkadia 3 bmo harris bank na 4...
TRANSCRIPT
Contents 1 Auctus Capital Partners
1 Bank of the West
2 Bankers Trust Company
2 Barings Multifamily Capital
2 Berkadia
3 BMO Harris Bank NA
4 BOK Financial
4 Busey Bank
4 Cambridge Realty Capital Companies
5 Capital Funding, LLC
5 Capital Health Group, LLC
5 Capital Healthcare Investments, LLC
6 Capital One Healthcare
6 Capital Pointe Advisors
6 Capital Senior Ventures, LLC
7 CapitalSource
7 Central Bank of St. Louis
7 CNH Finance
8 Colony NorthStar, Inc.
8 Contemporary Healthcare Capital, LLC
9 Customers Bank
9 Directed Capital
10 Dougherty Mortgage, LLC
10 Edge Principal Advisors
10 Enclave Equities
11 Eureka Capital Markets, LLC
11 Evans Senior Investments
11 Evercore
12 Expedition Capital Advisors LLC
12 Fifth Third Bank
12 Formation Capital, LLC
13 Grandbridge- BB&T
13 Great Southern Bank
13 Greystone
14 HCP, Inc.
14 Heitman LLC
14 HJ Sims
15 HJ Sims & Co., Inc.
15 Housing & Healthcare Finance, LLC
15 Hunt Mortgage Group
16 Huntington National Bank
16 IDB Bank
16 JLL
17 Jones Lang Lasalle
17 Keybank Real Estate Capital
18 Lancaster Pollard
18 Love Funding
19 LTC Properties, Inc.
19 M&T Bank
19 M&T Realty Capital Corporation
20 Mainstreet Health Investments
20 Man GPM Aalto
20 Man Group
21 MB Financial Bank
21 Meridian Capital Group
21 MidCap Financial
22 Monticello Asset Management LLC
22 National Health Investors
23 New Senior Investment Group
23 Omega Healthcare Investors, Inc.
24 Oxford Finance LLC
24 PGIM Real Estate Finance
24 Pillar Finance / SunTrust Bank
25 Pillar Financial A Division of SunTrust Bank
25 PNC Real Estate
25 Quality Care Properties, Inc.
26 RED Capital Group
26 Regions Bank
27 Senior Capital Advisors
27 SHA Capital Partners
28 Simmons Bank
28 Solid Rock Group
28 Sterling National Bank
29 SunTrust Bank
29 TD Bank
30 The McKinney Fund & Co.
30 The PrivateBank
30 Triumph Healthcare Finance
31 United Community Bank
32 Ventas, Inc.
32 Wakefield Capital
33 Walker & Dunlop
33 Wedgewood Investment Group, LLC
34 Wells Fargo Bank NA
34 Wells Fargo Capital Finance - Healthcare Finance
35 Welltower Inc.
35 White Oak Healthcare Finance
35 X-Caliber Capital
Event Guide to Capital Provider AttendeesThe Event Guide to Capital Provider Attendees is an additional resource to help connect operators seeking financing with debt and equity providers in the sector. The guide includes company profiles, company contact information, on-site contact information, and the types of capital provided for lenders, investors, and financial intermediaries who registered and submitted their information by August 7.
208516_NIC_IF_2017.indd 3 8/30/17 3:30 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender1
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Auctus Capital Partners(760) 271-9635120 West Grand AvenueSuite 205Escondido, CA 92025www.auctuscapitalpartners.comChris Rosenstock: (760) 271-9635
Bank of the West(719) 846-870360017th StreetSuite 1500Denver, CO 80202www.bankofthewest.comAstrid Kramarz: (925) 956-8184
Bank of the West(303) 202-5565600 17th Street Suite 1500Denver, CO 80202Eric Johnson: (303) 710-0015
208516_NIC_IF_2017.indd 1 8/30/17 3:30 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 2
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Bankers Trust Company(515) 245-2496453 7th StreetDes Moines, IA 50309www.BankersTrust.comDevin L. Boyer: (319) 651-3818
Barings Multifamily Capital(949) 719-47515000 Birch StreetSuite 7500Newport Beach, CA 92260baringsmultifamily.com
Berkadia(312) 845-8518125 S. Wacker DriveSuite 400Chicago, IL 60606
208516_NIC_IF_2017.indd 2 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender3
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Berkadia(215) 328-1877323 Norristown Road, Suite 300Ambler, PA 19002Christopher Honn: (312) 845-8518Heidi Brunet: (206) 384-6168Christopher Fenton: (413) 358-8409Lisa Lautner: (859) 948-4950
BMO Harris Bank NA(301) 718-48005425 Wisconsin Avenue, Suite 600Chevy Chase, MD 20815Imran Javaid: (703) 216-6939Derek Zeller: (703) 217-7161Jonathan Li: (416) 450-7054Ryan Stewart: (716) 939-0202
BMO Harris Bank NA(301) 718-48045425 Wisconsin Avenue, Suite 600Chevy Chase, MD 20815commercial.bmoharris.comindustry-expertisecommercial-real-estate Michael Pena: (240) 446-8684
208516_NIC_IF_2017.indd 3 8/30/17 3:31 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 4
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
BOK Financial(918) 595-3143One Williams CenterTulsa, OK 74172www.bokfinancial.com
Busey Bank(314) 317-481017701 Edison AveChesterfield, MO 63005 Matt Dierberg: (646) 249-4039Mark Greenley: (314) 348-0185
Cambridge Realty Capital Companies(312) 357-1601125 South Wacker Drive, Suite 1800Chicago, IL 60606www.cambridgecap.comJeffrey Davis: (312) 909-3456Brent Holman-Gomez: (312) 543-7552Sampada D’silva: (312) 285-4500Anthony Marino: (773) 477-5365
208516_NIC_IF_2017.indd 4 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender5
Capital Funding, LLC(410) 513-87351422 Clarkview RoadBaltimore, MD 21209www.capfundinc.com
Capital Health Group, LLC(410) 769-58821422 Clarkview RoadBaltimore, MD 21209www.caphealthgroup.com Kenneth Assiran: (610) 246-3937
Capital Healthcare Investments, LLC(301) 841-14892 Bethesda Metro Center12th FloorBethesda, MD 20814www.caphealthinv.com
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
208516_NIC_IF_2017.indd 5 8/30/17 3:31 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 6
Capital One Healthcare(312) 739-480677 W Wacker Drive, 10th FloorChicago, IL 60601www.capitalone.com/healthcare Keith Kodrin: (202) 258-0300Mark Bultman: (202) 309-1696Steve Anderson: (312) 953-6812Dague Retzlaff: (312) 320-5726
Capital Pointe Advisors(216) 401-26333659 Green RoadSuite 100Beachwood, OH 44122capitalpointeadvisors.com Nancy Herman: (216) 401-2633Keith Baron: (216) 403-8673
Capital Senior Ventures, LLC(410) 513-87801422 Clarkview RoadBaltimore, MD 21209www.capfundinc.com
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
208516_NIC_IF_2017.indd 6 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender7
CapitalSource(678) 405-4905410 Peachtree Parkway, Suite 4245Cumming, GA 30041www.capitalsource.com Steve Gilleland: (678) 637-9926Jung Park: (818) 540-2136Don Kelly: (941) 961-0277
Central Bank of St. Louis(314) 835-374612218 Manchester RoadSt. Louis, MO 63131centralbank.net Mark R. Mesnier: (636) 399-7982Daniel G. Stephen
CNH Finance(714) 520-17883334 E Coast HighwaySuite 541Newport Beach, CA 92625 Melinda Ficek: (714) 520-1788
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
208516_NIC_IF_2017.indd 7 8/30/17 3:31 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 8
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Colony NorthStar, Inc.(240) 479-71312 Bethesda Metro CenterSuite 1300Bethesda, MD 20814clns.com John Ambrosius: (240) 479-7125
Contemporary Healthcare Capital, LLC(423) 424-1800801 Broad StreetSuite 200Chattanooga, TN 37402contemporarycapital.com Hayes Taylor: (423) 304-0770
Contemporary Healthcare Capital, LLC(205) 637-079014105 Retreat Lane, Suite 210ABirmingham, AL 35242www.contemporarycapital.com Steve McGee: (205) 936-3326Chaz DeMers: (605) 868-2421Johnny O’Brien: (423) 424.1861
208516_NIC_IF_2017.indd 8 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender9
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Customers Bank(212) 843-4549101 Park AvenueNew York, NY 10178www.customersbank.com Anthony Mai: (201) 406-4127
Directed Capital(727) 341-8386333 Third Avenue North, #400 Saint Petersburg, FL 33701directedcapital.com Chris Moench: (727) 452-4428John Savage: (727) 644-8097Jay Jordan: (727) 515-5719
Directed Capital(727) 341-8380333 Third Avenue NorthSuite 400St Petersburg, FL 33701directedcapital.com
208516_NIC_IF_2017.indd 9 8/30/17 3:31 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 10
Dougherty Mortgage, LLC(508) 359-7181454 NewMarket RoadWarner, NH 03278www.Doughertymarkets.com
Edge Principal Advisors(212) 547-28021700 Broadway37th FloorNew York, NY 10019edgepe.com
Enclave Equities(914) 285-1430 ext.1042975 Westchester AvenueSuite 100Purchase, NY 10577Ari Weinberger
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
208516_NIC_IF_2017.indd 10 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender11
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Eureka Capital Markets, LLC(646) 277-842352 Vanderbilt AvenueSuite 902New York, NY 10017Leslie Feldman: (917) 293-3424
Evans Senior Investments(312) 896-0123430 W. Erie StreetSuite 430Chicago, IL 60654Jason Stroiman: (630) 885-4834Jeremy Stroiman: (773) 383-8449
Evercore(212) 849-356455 East 52nd Street36th FloorNew York, NY 10055www.evercore.com/investment- bankingprivate-capital-advisory Nishant Bakaya: (202) 465-0854Jarrett Vitulli: (917) 543-9826
208516_NIC_IF_2017.indd 11 8/30/17 3:31 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 12
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Expedition Capital Advisors LLC(214) 922-119547 Highland Park VillageSuite 201Dallas, TX 75205excapadvisors.com Jason Claro: (214) 418-8772
Fifth Third Bank(313) 230-9120One Woodward AvenueSuite 2600, MDDetroit, MI 48226www.53.com Natasha Ursuy: (586) 295-6177Chris Rice: (734) 626-9661Kyle O’Neil: (734) 718-0819
Formation Capital, LLC(770) 754-96603500 Lenox Road NE, Suite 510Atlanta, GA 30326formationcapital.com Brian Beckwith: (312) 315-4174Darren Margulis: (312) 374-6262David Russ: (917) 842-9606Ashish Shah: (312) 342-9234
208516_NIC_IF_2017.indd 12 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender13
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Grandbridge - BB&T (404) 602-1379271 17th Street North West Suite 750Atlanta, GA 30363www.grandbridge.com/seniors_housing Richard Thomas: (404) 538-5790Meredith Davis: (205) 777-9627
Great Southern Bank(314) 889-89248235 Forsyth BoulevardSuite 150St. Louis, MO 63105www.greatsouthernbank.com Carol Hanson: (314) 920-1935
Greystone(469) 221-2924222 W. Las Colinas BoulevardSuite 1925 North TowerIrving, TX 75039greyco.com Luann Gutierrez: (972) 795-0826
208516_NIC_IF_2017.indd 13 8/30/17 3:31 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 14
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
HCP, Inc.(949) 407-03791920 Main Street, Suite 1200Irvine, CA 92614www.hcpi.com Kendall Young: (562) 253-9868Darrin Smith: (949) 201-3695Simona Wilson: (714) 717-8811Natasha Valle: (949) 294-4994
Heitman LLC(312) 423-1370191 North Wacker DriveSuite 2500Chicago, IL 60606www.heitman.com Tom Krumwiede Dan Hayes
HJ Sims(203) 418-90282150 Post RoadSuite 301Fairfield, CT 06824www.hjsims.com Krystal Murphy: (917) 880-2358
208516_NIC_IF_2017.indd 14 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender15
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
HJ Sims & Co., Inc.(512) 519-5001815 Brazos Street, Suite 710Austin, TX 78701www.hjsims.com Jeff Sands: (203) 856-6501Curtis King: (603) 219-3158Brett Edwards: (936) 203-2285Krystal Murphy: (917) 880-2358
Housing & Healthcare Finance, LLC(301) 969-33005515 Security LaneSuite 735North Bethesda, MD 20852www.hhcfinance.com Charles Dabich: (301) 385-5581
Hunt Mortgage Group(972) 868-57342525 McKinnon StreetSuite 300Dallas, TX 75201
208516_NIC_IF_2017.indd 15 8/30/17 3:31 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 16
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Huntington National Bank(330) 841-0134108 Main Avenue SWWarren, OH 44482huntington.com Dan Storer: (440) 724-9878Suzanne Myers: (330) 507-2606
IDB Bank(212) 551-8643511 Fifth AvenueNew York, NY 10017idbbank.com Andrea Kantor: (917) 952-5842Suny Golovinsky: (281) 701-1808
JLL(651) 332-85022177 Youngman Avenue, Suite 100St. Paul, MN 55116 Jessica Wolters: (612) 889-0292 Allison Holland: (214) 438-6218Joel Mendes: (614) 401-9830 Jeff Lepley: (612) 790-0065
208516_NIC_IF_2017.indd 16 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender17
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Jones Lang Lasalle(214) 438-62188343 Douglas AvenueDallas, TX 75225 Allison Holland: (214) 546-4602
KeyBank Real Estate Capital(202) 452-4912127 Public SquareCleveland, OH 44114key.com/healthcare Matt Ruark: (913) 488-2910Carolyn Nazdin: (301) 758-0842Kevin Murray: (216) 571-4958Charlie Shoop: (513) 257-5363
KeyBank Real Estate Capital(813) 313-55164211 West Boy Scout Blvd.Suite 570Tampa, FL 33607
208516_NIC_IF_2017.indd 17 8/30/17 3:31 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 18
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Lancaster Pollard(614) 224-880065 East State StreetSuite 1600Columbus, OH 43215www.lancasterpollard.com Kass Matt: (614) 425-0506Steve Kennedy: (614) 354-6011Nick Gesue: (614) 531-6425
Lancaster Pollard(770) 772-47785755 North Point ParkwaySuite 220Alpharetta, GA 30022www.lancasterpollard.com
Love Funding(202) 887-84751250 Connecticut Avenue NW, Suite 310Washington, DC 20036www.lovefunding.com Bruce P. Gerhart: (216) 583-0812Kate Murray: (813) 876-4243Leonard A. Lucas: (617) 638-0055Laura Saull-Smith: (202) 887-1851
208516_NIC_IF_2017.indd 18 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender19
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
LTC Properties, Inc.(805) 267-13152829 Townsgate Road, Suite 350Westlake Village, CA 91361www.LTCreit.com Mandi Hogan: (303) 913-4721Clint Malin: (805) 981-8639Doug Korey: (732) 233-4895Michael Bowden: (754) 216-2806
M&T Bank(410) 244-481525 S. Charles StreetBaltimore, MD 21201www.mtb.com Jack Lewin: (443) 425-6063Christopher Callaghan: (410) 244-4041Marc Wegener: (914) 366-8538
M&T Realty Capital Corporation(800) 737-234425 S. Charles Street17th Floor Baltimore, MD 21201mandtrcc.com Paula Quigley: (443) 514-4640Matthew Pipitone: (410) 591-9340Steve Muth: (518) 925-1657Robert Kaplan: 410-960-7670
208516_NIC_IF_2017.indd 19 8/30/17 3:31 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 20
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Mainstreet Health Investments(317) 582-693514390 Clay Terrace BoulevardSuite 205Carmel, IN 46032 John Petelik: (317) 488-8687
Man GPM Aalto(980) 321-75656836 Morrison BoulevardSuite 430Charlotte, NC 28211 Derrick Land Mikko Syrjanen
Man Group+02-071442903One Curzon StreetLondon, NC W1J 5HBman.com Mikko Syrjanen: +41794151179Derrick Land:+19857054371
208516_NIC_IF_2017.indd 20 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender21
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
MB Financial Bank(312) 960-5323800 West Madison StreetChicago, IL 60607 Brian Robinson: (773) 317-4442
Meridian Capital Group(212) 612-01801 Battery Park Plaza, Floor 26New York, NY 10004 Danny Heumann: (917) 570-3294Ari Dobkin: (718) 552-5046Ari Adlerstein: (323) 252-2637Josh Simpson: (516) 287-2712
MidCap Financial(312) 234-0296100 South Wacker Drive, Suite 220Chicago, IL 60606www.midcapfinancial.com Brett Patrick: (303) 881-2382Jason McMeen: (847) 702-1241David Sharp: (312) 961-9654Lawrence (Lory) Brin: (917) 656-5144
208516_NIC_IF_2017.indd 21 8/30/17 3:31 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 22
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Monticello Asset Management(646) 844-3601655 Third Avenue21st FloorNew York, NY 10017www.monticello.nyc
Monticello Asset Management LLC(646) 845-4309655 Third Avenue21st FloorNew York, NY 10017www.monticello.nyc Tami Antebi: (917) 831-0827
National Health Investors(615) 890-9100222 Robert Rose DriveMurfreesboro, TN 37129www.nhireit.com Jerry Taylor: (720) 470-1018
208516_NIC_IF_2017.indd 22 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender23
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
New Senior Investment Group(212) 515-77831345 Avenue of the Americas45th FloorNew York, NY 10105newseniorinv.com David Smith: (312) 560-3240Max Luce: (267) 221-9528
Omega Healthcare Investors, Inc.(312) 465-5886303 West Madison StreetSuite 2400Chicago, IL 60606www.omegahealthcare.com
Omega Healthcare Investors, Inc.(410) 427-1739303 International CircleSuite 200Hunt Valley, MD 21030 Vikas Gupta: (571) 225-8065Sara Viet: (312) 899-8619Daniel Miltner: (443) 520-7555Josh Kochek: (312) 899-8615
208516_NIC_IF_2017.indd 23 8/30/17 3:31 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 24
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Oxford Finance LLC(703) 519-4900133 North Fairfax StreetAlexandria, VA 22314www.oxfordfinance.com Tracy Maziek: (949) 466-4505Katherine Thornett: (860) 881-3218Joshua Brown: (773) 793-1976
PGIM Real Estate Finance(314) 296-62297733 Forsyth Blvd11th FloorClayton, MO 63105 Adrian Hartman: (312) 566-6040Tom Goodsite: (770) 335-0922Trace Wilson: (404) 263-6670
Pillar Finance / SunTrust Bank(202) 823-43911050 Connecticut Avenue, NWSuite 500Washington, DC 20036 Artin Anvar: (602) 400-4023Joshua S. Hausfeld: (301) 806-7973
208516_NIC_IF_2017.indd 24 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender25
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Pillar Financial A Division of SunTrust Bank(615) 748-4409401 Commerce StreetSuite 3100Nashville, TN 37219pillarfinance.com Don Husi: (615) 429-8146Joshua Hausfeld: (301) 806-7973
PNC Real Estate(919) 918-4206101 East Rosemary Street2nd FloorChapel Hill, NC 27514pnc.com Sam Kupchella: (724) 388-5071Douglas Checketts: (206) 999-1621
Quality Care Properties, Inc.(240) 223-46917315 Wisconsin AvenueSuite 550EBethesda, MD 20814www.qcpcorp.com Mark Ordan: (703) 623-1070
208516_NIC_IF_2017.indd 25 8/30/17 3:31 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 26
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
RED Capital Group(949) 485-324024921 Dana Point Harbor DriveSuite B-205Dana Point, CA 92629redcapitalgroup.com
RED Capital Group(949) 485-324010 W Broad Street, 8th FloorColumbus, OH 43215redcapitalgroup.com Kathryn Burton Gray: (917) 679-9982James Scribner: (203) 536-3578Jason Smeck: (614) 571-2179Lee Delaveris: (614) 226-1076
Regions Bank(314) 615-35978182 Maryland AvenueSt. Louis, MO 63105 Alec Blanc: (314) 780-8684Amber Crosby: (813) 415-4750Jack Boudler: (513) 236-0229
208516_NIC_IF_2017.indd 26 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender27
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Regions Bank(404) 279-74651180 West Peachtree Street NWSuite 1400Atlanta, GA 30309 Stephen Chasteen: (404) 372-3698Joel Stevens Graham Dozier: (404) 578-3234
Senior Capital Advisors(305) 606-866212640 N. Bayshore DriveNorth Miami, FL 33181www.srcapadvisors.com Bruce Gibson: (305) 606-8662
SHA Capital Partners(312) 560-1083700 N Green StreetSuite 401Chicago, IL 60642shacp.com David Watkins: (312) 560-1083Doug Cooper: (202) 246-3594
208516_NIC_IF_2017.indd 27 8/30/17 3:31 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 28
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Simmons Bank(417) 875-52364625 S. National AvenueSpringfield, MO 65810simmonsbank.com Alan Perryman: (417) 827-0049
Solid Rock Group(972) 914-2897230 Park AvenueNew York, NY 10009solidrockgroup.com Sebastian Paquette: (860) 834-0428Pierre Qian
Sterling National Bank(845) 494-852561 South Paramus RoadParamus, NJ 07652 Brenda Wiener: (845) 494-8525Ari Klein: (973) 219-4560
208516_NIC_IF_2017.indd 28 8/30/17 3:31 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender29
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
SunTrust Bank(202) 744-74401445 New York AvenueWashington, DC 20015www.suntrust.com/commercial- corporate-banking/industry-expertise/ aging-services?icid=
SunTrust Bank(667) 239-0252120 East Baltimore Street23rd FloorBaltimore, MD 21202 Michael Waldron: (667) 239-0252
TD Bank(561) 242-19721641 Worthington RoadSuite 300West Palm Beach, FL 33409tdbank.com Linda Walker: (561) 602-8029John Lowrie: (917) 579-5535
208516_NIC_IF_2017.indd 29 8/30/17 3:32 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 30
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
The McKinney Fund & Co.(972) 371-56925700 W. Plano ParkwaySuite 3000Plano, TX 75093mckinneyfund.com Tim Moore: (972) 814-4220Katherine Russell: (972) 977-0550
The PrivateBank(312) 564-2000120 S. LaSalle StreetChicago, IL 60603www.pvtb.com Peter Kane: (312) 636-3177Ann O’Shaughnessy: (312) 573-3954Bluma Broner: (312) 415-7005Sam Dendrinos: (312) 533-1088
Triumph Healthcare Finance(503) 384-213410300 SW Greenburg RoadSuite 465Portland, OR 97223triumphhf.com Jennifer Sheasgreen: (503) 720-1388Edward Kauffman: (585) 233-1502
208516_NIC_IF_2017.indd 30 8/30/17 3:32 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender31
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
United Community Bank(205) 704-08023008 7th Avenue SouthBirmingham, AL 35233www.ucbi.com
United Community Bank(864) 250-7664306 East North StreetGreenville, SC 29601
United Community Bank(770) 794-3474200 Cherokee StreetMarietta, GA 30060
208516_NIC_IF_2017.indd 31 8/30/17 3:32 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 32
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
United Community Bank(864) 250-7690550 S. Main StreetSuite 550Greenville, SC 29601
Ventas, Inc.(312) 660-3800353 North Clark StreetSuite 3300Chicago, IL 60654www.ventasreit.com Manisha Bathija: (917) 797-2315Dave Boitano: (253) 318-2858Tim Sanders: (443) 799-3379
Wakefield Capital(301) 941-16702 Wisconsin CircleSuite 700Chevy Chase, MD 20815 Edward P. Nordberg, Jr.: (202) 329-1657
208516_NIC_IF_2017.indd 32 8/30/17 3:32 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender33
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Walker & Dunlop(301) 202-32575821 Fairview RoadSuite 309Charlotte, NC 28209www.walkerdunlop.com Kevin Guisti: (301) 202-3257
Walker & Dunlop(312) 658-0470333 W. Wacker DriveSuite 1450Chicago, IL 60606www.walkerdunlop.comCarolyn McMullen: (312) 658-0470
Wedgewood Investment Group, LLC(847) 784-0055211 Waukegan Road, Suite 100Northfield, IL 60093www.wedgewoodllc.com Michael Belsanti: (312) 456-6789Rudy Trebels: (847) 404-6600
208516_NIC_IF_2017.indd 33 8/30/17 3:32 PM
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 34
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
Wells Fargo Bank NA(704) 374-6301301 South College Street4th FloorCharlotte, NC 28202 Sarah Peerson Taylor Mokris Dan Sullivan
Wells Fargo Bank NA(949) 251-60582030 Main StreetSuite 800Irvine, CA 92614www.wellsfargo.com Cathy Voreyer: (949) 933-0942
Wells Fargo Capital Finance - Healthcare Finance(954) 226-9633110 East Broward Boulevard, Suite 1100Fort Lauderdale, FL 33301 Michael Janda: (954) 226-9633Rossi Felix: (972) 750-6800Kevin Harbour: (310) 570-6944Eul Kim: (310) 883-5726
208516_NIC_IF_2017.indd 34 8/30/17 3:32 PM
2017 NIC Fall Conference
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender35
Welltower Inc.(419) 247-28004500 Dorr StreetToledo, OH 43615welltower.com John Getchey: (419) 575-0466Michelle Kelly: (773) 420-7237Joe Weisenburger: (567) 686-6965Brittany Robinson: (419) 351-1431
White Oak Healthcare Finance(404) 904-86673455 Peachtree Road NESuite 500Atlanta, GA 30326whiteoaksf.com Isaac Soleimani: (917) 841-6377Ross Eldridge: (404) 904-8667Jason Dufour: (703) 999-1406
X-Caliber Capital(212) 220-70413 West Main StreetSuite 103Irvington, NY 10533x-calibercap.com Chris Callahan: (917) 533-0615Jeff Goldberg: (516) 238-9985
Capital Category
Bridge Financing
CMBS or other ABS
Construction Financing
Credit Enhancements
Equity Capital
General Corporate Debt
Mezzanine Financing
Mini-Permanent
Permanent Debt for Distressed
Permanent Debt for Stabilized
Permanent Financing
Refinancing
Sale/Leasebacks
Subordinated Debt
Take Out Financing
Tax Exempt
Venture Capital
Working Capital
Professional Category
(FI) Broker
(FI) Investment Bank
(FI) Loan Servicer
(I) Life Insurance Company
(I) Other Institutional Investor
(I) Pension Fund/Manager
(I) Private Equity
(I) REIT
(L) CMBS Lender
(L) Commercial Bank (National)
(L) Commercial Credit
(L) GSE/GSE Lender
(L) Local/Community Bank
(L) Regional Bank
(L) Savings Institution
Property Category
Active Adult
Assisted Living
Entry Fee (Ownership)/Condo/Co-op CCRC
Independent Living
Memory Care
Rental CCRC
Seniors Apartments
Skilled Nursing
208516_NIC_IF_2017.indd 35 8/30/17 3:32 PM