Real Estate Private Equity Workshop

Tuesday, March 28, 2017

at UNC Charlotte's Center City Campus

The Childress Klein Center for Real Estate proudly offerred a full day of timely commercial real estate content in March of 2017, beginning with an invitation-only Real Estate Private Equity Workshop. Participants then attended the Real Estate Capital Markets Symposium, which is open to the public.

The Real Estate Private Equity Workshop provides practical information on the process of raising private equity capital in today’s market through presentations, expert panel discussions, instructive and personal dialogues with experts, and real-world illustrations. Course instructors walked attendees through the step-by-step process of: identifying assets for capital raising opportunities, effectively positioning these assets, developing an effective story, and preparing an equity raise proposal for presentation to varying types of capital sources.

Attendees heard from real estate professors, investment bankers, capital providers and other experts about current financial terms, investment criteria and other imperatives that are part of successful capital raises in the current economic environment.

 

2017 Schedule of Events Workshop Highlights
8:00 - 8:30 a.m. Registration and Breakfast
8:30 - 8:45 a.m. Welcome and Overview
8:45 - 10:00 a.m. Primer on Private Equity
Instructors: Dr. Steve OttMs. Lisa Beeson
10:15 - 11:15 a.m. Understanding the Investor's Financial Drivers &
Investment Framework

Instructors: Dr. Richard ButtimerDr. Kip Womack
11:15 a.m. - 12:00 p.m. Accessing Private Equity Capital - Considerations,
Process and Timeline

Instructor: Ms. Lisa Beeson
<12:00 - 1:00 p.m. Lunch (provided)
1:00 - 1:30 p.m. Crafting a Value Proposition: The Importance
of Positioning

Instructor: Ms. Lisa Beeson
1:30 - 3:00 p.m. Breakout Session with Capital Providers
James (Buster) Black, AIG Global Real Estate
Michael Gallerstein, Equity Resource Investments
Robert F. Godard, Compass Real Estate
Santosh Govindaraju, Convergent Capital Partners
Clint Hinds, Bentall Kennedy
Matthew Schoaf, Blue Vista Capital Management
3:30 - 6:30 p.m. Real Estate Capital Markets Symposium