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Annual Real Estate Summit
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3rd Annual Real Estate & Strategic Lending Summit Highlights:

MBAofNY 2017 Annual Strategic Real Estate & Lending Summit was a resounding success!
Special Thanks to all our Panelists, Speakers, Exhibitors and Sponsors.


Key Take Aways from Trepp's Annemarie DiCola, & EDR's Dianne Crocker’s Economic Panel of MBAofNY
3rd Annual Real Estate and Strategic Lending Summit
– 6/15/17 – (@MBAofNY)

In order to continue to provide a quality conference, we need your assistance, if you participated
as an attendee, panelist, speaker, exhibitor or sponsor - we would like to hear from you!
Please take a minute to complete our brief on line survey! 

Conference Survey


Earn 7 Hours Continued Education Credit - Approved

APPROVED - NYS Department of State, Division of Licensing - NYS Appraisal
- NYS Department of State, Division of Licensing - NYS Real Estate Sales/Broker

APPROVED- NJ Department of State - NJ Board of Appraisers 




8:15 AM - Session 1 

Generational Marketing in the Millennial Mindset

Who’s buying and who isn’t?   Should I call or should I text?  What is a boomerang kid and why should I care?  Do millennials even want to own a home?  Who is living where?  In this session, we will explore these questions and more, including powerful web sites and Apps to help you stay on top of the changing market, communicate with your customers, regardless of generation, and increase productivity.  As a bonus, we will customize this session to include recruiting and working with millennials.


National Spokesperson
Genworth MI 


Session 2 A&B

Market Update – The State of Real Estate Lending





Chief Executive Officer


9:45 AM - 2B - Panel Discussion
A new administration, rising interest rates, and a CMBS market that is still recovering. This track brings together leading area economists to share the latest inside intelligence on the forces shaping the commercial real estate lending industry. Our panelists will focus on the current state of property deal-making, how attitudes toward risk are changing, changes in the composition of lending sources, market hot spots and a forecast of what you can expect in the second half of 2017 and beyond.


Moderator: Dianne Crocker, Principal Analyst, EDR Insight, Conference Moderator


  • Ryan Severino, Chief US Economist, JLL
  • Rebecca Rockey, Head of America Forecasting, Cushman & Wakefield, LLP
  • Heidi Learner, Chief Economist, Savills Studley

11:00 AM - Session #3 

Cyber Security - Protecting Your A$$ets
Our panel will discuss the current status and threat levels for cyber-attacks in 2017.  The hackers of today have gone past the fun and games attitudes where simple annoyance or disruption of service was their motivation, have become increasingly personal and damaging, and most importantly financially motivated.  The accessing of clients personal data, implementation of "Ransom-ware" implemented by this growing crime group have made financial institutions, and those that service them obvious targets.  The increasing types of threats/attacks, the potential internal vulnerabilities, and training that will be required by everyone within the lending and financial services industry has become an ever increasing priority as companies prepare themselves against them.

Some questions this panel will attempt to answer will be: 

  •  Who is liable for Cyber Security?
  •  What are Federal and Local authorities doing to address the problem?
  •  How are industry leaders preparing their companies/personnel for threats?
  •  What are the financial and reputation impacts to these institutions if a breach has occurred?

Moderator:  Bonnie Nachamie, Esq., Principal, Bonnie Nachamie, P.C.

  • Damian, Schwartz, Director, Technology Risk, T&M Protection Resources
  • Simon Ragona, Director Cyber Incident Responses & Data Forensics, T&M Protection Resources

 Lunch Served Fitzgerald Ballroom – Exhibit area open  12:00 - 2:00

Remarks From:  12:00 PM
Conference Luncheon Keynote Speaker:


American Sports Writer, Television Analyst, and NFL Insider, ESPN


Afternoon Guest speaker:

Clark Gillies
Former NY Islander & 4 Time Stanley Cup Champion,
The Clark Gillies Foundation


Afternoon Breakout Sessions: 

Session 1A - 1:45 -2:45 p.m.

The Art of Risk Management Maximize Profit By Minimizing Risk (NEW Panelist Just Added)

This session will identify how to orchestrate and implement a plan to minimize losses and maximize profits in all economic environments.  The Program is targeted for Mortgage Bankers and Financial Institutions in the Residential Lending Market so to better understand how changes can affect their business goals in the future. Mortgage Brokers will benefit too, and will leave with a better understanding of how the Secondary Market can affect their relationship with both local and national lenders. Our panel of experts will explore and discuss, but not be limited to, the following topic:

  • HELOC loans in the secondary market
  • Who is taking the places of FNMA and FHLMC and why
  • Loan types in the metropolitan area that trade at higher spreads than AAA Grade loans
  • Markets in the immediate area that are very active and the yields associated with these markets
  • Is the back-office prepared to take the risk of delegated authority and what are the financial benefits
  • Understanding the marketplace and having the loan products that meet those needs, without putting fear into your Board or investors
  • Loan buy-backs – how to prepare and how to handle the situation
  • Loan fraud and how to rectify it so it does not affect the lender’s bottom-line
  • When to originate for float vs. bulk
  • Equity issues vs. selling in the secondary market
  • Can a lender develop loan products outside of standard industry guidelines

Moderator:  Art Saitta, AVP, Ridgewood Savings Bank


  • Richard Spell, Raymond James  
  • Dilfia Munoz, AVP, Business Development Officer, SONYMA
  • Jared Greager, Correspondent Team Lead, AnnieMac Home Mortgage


Session 1B - 1:45 - 2:45 p.m.

Cranes in the Air; Boots on the Ground Best Practices in Construction Lending

There are lots of moving parts to any new construction project. In order to assure a project’s success, all stakeholders must be in sync including the lender, developer, and construction manager. This session will look at the current state of construction lending as well as strategies and challenges of managing real estate construction projects. It will discuss how to build and administer a construction loan process, credit and financing structures/scenarios, and how to develop loan agreements that best mitigate risk.

This panel includes experts from construction financing, developer and construction management who will review processes critical to construction lending including site inspections, disbursement schedules, managing change orders and budget reallocations, and labor considerations when calculating cost to build. 



  • John Busi, MAI, FRICS, President, Valuation & Advisory, Newmark Grubb Knight Frank (NGKF) 
  • Douglas Giles, AmTrust Title Insurance Company


  • Kenneth DiGregorio, SVP, Popular Community Bank
  • Thomas J. Tener, MAI, Managing Member, KTR Real Estate Advisors
  • Steven C. Spinweber, EVP, The Sudler Company, New Jersey
  • Steven Dubb, Principal, The Beechwood Organization
  • Paulo C. Munoz, SVP, NY Regional Manager, Mercantil Bank

Afternoon Coffee Break – Upstairs 2:45 - 3:00 p.m.

Session 2A - 3:00 - 4:00 p.m.

Regulator Round Up 

Building a Better New York:  This session will focus on the State’s efforts and initiatives designed to bolster the financial services industry to ensure a safe and competitive marketplace for New York consumers.  The Executive Branch perspective of the lender’s role in building stronger communities keeping New York a premier market for new jobs, new homeownership opportunities  and new industry versus the State’s oversight (examination) and enforcement activities will provide a robust discussion of how to strike a healthy balance.



Rholda Ricketts
Deputy Superintendent of Banks,
Mortgage Banking Division

 NYS Banking Department

Session 2B - 3:00 - 4:00 p.m.

Out of the Shadows Non-Traditional Lenders and Shadow Banking in the Mainstream 

This panel will discuss the evolution of the shadow banking market and the business of non-traditional lenders post financial crisis, Dodd-Frank and Basel III reforms. 

  • What are the drivers of the business and where are the opportunities in the second half of 2017 and beyond?
  • How have these changed since coming to market?
  • Have the investors and sources of capital expanded?
  • Is there competition among investors to find or establish a shadow banking lending platform?
  • Will regulation reform happen and when?
  • What will be the impact?
  • Will it eliminate shadow bank lending or will there continue to be a place in the market for non-traditional lenders?
  • What will be the role of non-traditional lenders in a deregulated lending environment?


Moderator:  Adam Petriella, Managing Principal, Silverthread Capital, LLC


  • Adam Luysterborghs, Managing Partner, Avant Capital Partners
  • Jeff Seidler, Managing Director, Emerald Creek Capital
  • Michael Schneider, COO, Aristone Capital
  • Harry Almquist, Founder & Managing Partner, Valyrian Capital 

Networking Cocktail Reception 4:15-5:15 - In Exhibit Area – Main Foyer, 1st Floor



Keynote  & Breakfast Sponsor Keynote Sponsor 
Luncheon Sponsor
Break Sponsor Break Sponsor

MBAofNY Executive
Member Sponsor  

 Benefactor Sponsor 
Richard Harrison Esq.
Westerman Ball Ederer Miller
Zucker & Sharfstein, LLP
Media Partners

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