NAREIT: Law and Accounting Conference 2005

Full Program Agenda

Registration Brochure (PDF)

Educational Program

TUESDAY · WEDNESDAY · THURSDAY · FRIDAY

TUESDAY, APRIL 5
2:00 p.m. - 5:00 p.m.	Registration
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WEDNESDAY, APRIL 6
7:30 a.m. - 6:30 p.m.	Registration	“Great conference as it allows time for networking and also provides time to cover accounting, tax and legal issues impacting REITs.” —Richard Schneider, Jr. Partner, Ernst & Young LLP
11:30 a.m. - 1:00 p.m.	General Counsel Luncheon (invitation only)
11:30 a.m. - 1:00 p.m.	Senior Financial Officer Luncheon (invitation only)
1:00 p.m. - 5:00 p.m.	Refreshment Break Sponsored by: MARSH
1:15 p.m. - 2:45 p.m.	Accounting Committee Meeting
3:00 p.m. - 4:30 p.m.	Government Relations Committee Meeting
4:30 p.m. - 6:00 p.m.	Insurance Committee Meeting
4:30 p.m. - 6:00 p.m.	State and Local Tax Subcommittee Meeting
6:00 p.m. - 7:30 p.m.	Welcome Reception— Sequoia Restaurant of Georgetown Sponsored by: Locke Liddell & Sapp LLP
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THURSDAY, APRIL 7
7:00 a.m. - 5:30 p.m.	Registration	“Great conference— one of the best I’ve been to!” —Patricia Grimes, VP-Financial & SEC Reporting, Cousins Properties Incorporated
7:00 a.m. - 8:30 a.m.	Continental Breakfast Sponsored by: Reznick Group
7:45 a.m. - 9:15 a.m.	Welcome Remarks Steven A. Wechsler President & CEO NAREIT General Session State of the Capital Markets Future money flows into real estate Influence of corporate governance on investments Presence of new global funds IPO activity MODERATOR Thomas E. Robinson Managing Director Legg Mason Wood Walker, Inc. PANELISTS Thomas A. Carr Chairman & CEO CarrAmerica Realty Corporation Merrie S. Frankel VP & Senior Credit Officer Moody’s Investors Service Kenneth M. Miranda Investment Advisor Head Investment Office, International Monetary Fund Keith R. Pauley Managing Director & CIO LaSalle Investment Management Securities Mark Stierman Senior Vice President Robert A. Stanger & Co., Inc.
9:15 a.m. - 9:30 a.m.	Networking & Refreshment Break Sponsored by: O’Melveny & Myers
9:30 a.m. - 11:00 a.m.	Concurrent Session 1 International Financial Standards: Impact on Real Estate Now & The Future Primer on existing IASB standards impacting real estate Presentation of financial performance Open issues on fair value, including appraisals Potential new convergence issues such as leasing MODERATOR George L. Yungmann VP-Financial Standards NAREIT PANELISTS Hans Grönloh Director-Financial Services, KPMG, and Chair, EPRA Best Practices Committee Susan Koski-Grafer Senior Associate Chief Accountant Office of the Chief Accountant, SEC Kenneth Marshall Partner Ernst & Young LLP James Thurston SEC Reporting & Consolidation Director Simon Property Group
9:30 a.m. - 11:00 a.m.	Concurrent Session 2 Federal Tax Issues REITs and TRSs providing services Partnership tax issues, including mergers and OP Units FIRPTA and liquidating distributions Foreign investments by REITs Sales in and out of prohibited transaction safe harbor MODERATOR Michael J. Brody Partner Latham & Watkins LLP PANELISTS John P. Napoli Partner Seyfarth Shaw Blake D. Rubin Partner Arnold & Porter Raj Tanden Partner Morrison & Foerster Diane M. Wilson VP-Tax, Health Care Property Investors, Inc.	“The overall educational value exceeded my expectations. It also provided a great platform for networking.” —Michael Mas, VP-Joint Ventures, Regency Centers Corporation
11:00 a.m. - 11:15 a.m.	Networking & Refreshment Break Sponsored by: J.P. Morgan Property Exchange Inc.
11:15 a.m. - 12:30 p.m.	Concurrent Session 1 Mortgage REIT Tax Issues Mezzanine loan structuring Use of derivatives for hedging and other purposes Interaction of REIT and TRS Securitization issues Compliance with 20% TRS asset test MODERATOR George C. Howell, III Partner Hunton & Williams LLP PANELISTS Thomas J. Lyden Partner McKee Nelson LLP Barnet Phillips, IV Tax Partner Skadden, Arps, Slate, Meagher & Flom LLP K. Peter Ritter Partner O’Melveny & Myers LLP
11:15 a.m. - 12:30 p.m.	Concurrent Session 2 General Counsel Workshop Strategies for working with Board Committees Acting as liaison with outside counsel and auditors Effective compliance programs Acquisitions and dispositions Areas where legal and accounting collide Legal department management issues MODERATOR Linda A. Madrid Managing Director & General Counsel CarrAmerica Realty Corporation PANELISTS Bruce H. Goldman EVP & General Counsel Pennsylvania Real Estate Investment Trust Ann A. McCormick EVP, Secretary & General Counsel Home Properties, Inc. William J. Wedge SVP & General Counsel CRT Properties
12:30 p.m. - 2:00 p.m.	Lunch General Session Lunch sponsored by: Ernst & Young LLP & Shaw Pittman LLP Speaker Russ Sullivan, Minority Staff Director, Senate Finance Committee Sponsored by: AIG Real Estate Risk Solutions
2:15 p.m. - 3:30 p.m.	Concurrent Session 1 Negotiating Joint Ventures Latest OP technology Deal points with tax-exempt and non-U.S. investors GAAP consolidation Structuring fee arrangements MODERATOR Michael V. Pappagallo VP & CFO Kimco Realty Corporation PANELISTS Robert J. Chapman EVP & CFO AMLI Residential Properties Trust Michael G. Frankel Partner Ernst & Young LLP Steven M. Lyons, III Partner Reed Smith Stephen L. Owen Partner DLA Piper Rudnick Gray Cary
2:15 p.m. - 3:30 p.m.	Concurrent Session 2 Balance Sheet Management Secured versus unsecured financing Use of converts, preferred stock Off balance sheet transactions Debt maturities MODERATOR Glenn R. Mueller Loveland Commercial Endowed Chair of Real Estate, Colorado State University PANELISTS David M. Fick Managing Director Legg Mason Wood Walker, Inc. Larry E. Finger SVP-CFO & Treasurer Federal Realty Investment Trust Charles E. Mueller, Jr. CFO Archstone-Smith Lisa R. Sarajian Managing Director-Structured Finance Standard & Poor's Rating Services
3:30 p.m. - 3:45 p.m.	Networking & Refreshment Break Sponsored by: Womble Carlyle Sandridge and Rice, PLLC
3:45 p.m. - 5:15 p.m.	General Session Lessons Learned from 404 Compliance Practical implementation issues Relationship with independent auditors Use of inside/outside resources for documentation and testing Communications with audit committees What’s next? MODERATOR Esther R. Blum SVP-CAO & Controller Taubman Centers, Inc. PANELISTS Alex Castelli Principal Reznick Group, P.C. R. Jeffrey Davis VP-Finance & Chief Audit Executive Marriott International Robert L. Fleshman Partner Deloitte & Touche LLP Daniel J. Hemmer VP & Associate General Counsel CenterPoint Properties Trust
5:30 p.m. - 6:30 p.m.	Reception Sponsored by: Deloitte & Touche LLP & DLA Piper Rudnick Gray Carey US LLP
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FRIDAY, APRIL 8
7:30 a.m. - 12:30 p.m.	Registration
8:00 a.m. - 9:15 a.m.	Breakfast General Session: A View From Washington Sponsored by: Fried, Frank, Harris, Shriver & Jacobson LLP SPEAKER Tim Russert Senior Vice President and Bureau Chief NBC News Sponsored by: Venable
9:15 a.m. - 9:30 a.m.	Networking & Refreshment Break Sponsored by: Hunton & Williams
9:30 a.m. - 11:00 a.m.	General Session REIT Improvement Act Analysis of the new law Implementation issues in a 404 environment Effective date issues Role of protective asset trusts Reasonable cause under REIT Savings MODERATOR James B. Sowell Principal Deloitte & Touche, LLP PANELISTS Kathleen M. Courtis Director of REIT Compliance & Strategic Tax Research General Growth Properties, Inc. Prentiss E. Feagles Partner Hogan & Hartson LLP Jeffrey H. Paravano Partner Baker & Hostetler LLP Charles B. Temkin Partner Shaw Pittman LLP
11:00 a.m. - 11:15 a.m.	Networking & Refreshment Break Sponsored by: Arnold & Porter
11:15 a.m. - 12:45 p.m.	General Session SEC Hot Topics Recent issues in securities offerings Navigating the Form 8-K rules Common questions in SEC comment letters SEC initiatives MODERATOR Eric G. Kevorkian VP & Corporate Counsel Boston Properties, Inc. PANELISTS Karen J. Garnett Assistant Director-Division of Corporation Finance Securities and Exchange Commission Larry K. Harvey SVP & Controller Host Marriott Corporation Gilbert G. Menna Partner Goodwin Procter LLP Douglas G. Tanner Partner PricewaterhouseCoopers LLP
12:45 p.m.	Program Concludes
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