SIOR 2009 Fall World Conference | Toronto, Ontario - Canada | October 29 - 31, 2009

Schedule & program

Toronto

 

 

“A must for all those interested in maximizing their time and capitalizing on the strong relationships built at these conferences.”-Randy Lacey, SIOR


 

 

Click here for audio presentations and session handouts! _____________________________________________________________________________________

 

Preliminary conference program - subject to change

($) = additional funds needed
(CE) = continuing education
(*) = closed meeting / by invitation only

 

 

 

 

 

Wednesday, October 28

 

7:00 am - 6:00 pm

Registration Open

8:00 am - 6:00 pm

SIOR CCA Elective Course: Build-to-Suit Development ($)

8:00 am - 12:00 noon Board of Directors Strategic Planning Meeting*

12 noon - 5:30 pm

Leadership Conference (click here for more information) *

5:45pm - 7:00 pm

Leadership Conference Reception (Invitation Only)*

6:00 pm - 8:00 pm

SIORF Executive Committee*

 

 

Thursday, October 29

 

7:00 am - 7:00 pm

Registration Open

7:00 am - 8:00 am

Committee Buffet Breakfast

7:00 am - 9:00 am

Admissions Committee*

8:00 am - 9:50 am

Nominating Committee*

 

Specialty Practice Boards (SPB) Committee*

 

Member Recruitment Committee

  Member Retention Committee
9:00 am - 9:50 am Admissions Procedures Open Forum

10:00 am - 11:50 am

Membership Standards Committee

 

Faculty Committee*

 

Young Professionals Committee

11:00 am - 11:50 pm

Chapter Admissions Chair Training

11:00 am - 1:50 pm

SIORF Board of Trustees and Luncheon

12:00 pm - 1:30 pm

Committee Buffet Lunch

 

Benefit and Services Committee

 

Conference Education Committee

 

Professional Standards Committee*

 

International Advisory Council*

1:00pm - 3:00pm Optional Event: Discover Toronto

2:00 pm - 3:30 pm

Opening General Session: Second City Comedy Troupe

3:40 pm - 5:00 pm

Concurrent Educational Sessions: Choose 1 of 4
1. Helping Your Clients Navigate the Globe with SIOR
2. Development and Construction Strategies in a Down Market
3. Is this the Perfect Storm for Real Estate to Outperform?
4. Strategic Coach: How the Best Get Better

3:40 pm - 6:15 pm

Exhibits Open

6:30 pm - 8:00 pm

The Panattoni Party

8:30pm - 11:30pm Optional Event: Dessert After Glow Cruise

 

 

Friday, October 30

 

7:00 am - 6:00 pm

Registration Open

7:00 am - 8:50 am New Member Orientation & Breakfast

7:00 am - 9:00 am

Continental Breakfast in Exhibit Hall

7:00 am - 8:20 am

COPs Networking Breakfast

7:00 am - 8:50 am

Education Council*

 

Membership Council*

 

Standards Council*

9:00 am - 10:30 am

General Session - ProLogis Speaker Series: Managing in an Era of the Unpredictable

9:00am - 1:00pm Optional Event: Walking Tour

10:30 am - 4:00 pm

Exhibits Open

10:40 am - 12:30 pm

Specialty Practice Board (SPB) Sessions: Choose 1 of 3
1. Corporate Services SPB
2. Land SPB
3. Tenant Representation SPB

10:40 am - 12:30 pm Budget & Finance Committee*

12:30 pm - 2:00 pm

Lunch in the Exhibit Hall

12:30 pm - 2:50 pm

COPS Business Session and Lunch*

1:30 pm - 3:00 pm

Educational Breakout Session: Social Networking Strategies for CRE:This Is Your Wake-Up Call!

Roundtable Discussions

1:30pm - 3:30pm

Optional Event: Bay Adelaide Center

3:00 pm - 4:00 pm

Exhibitor Raffle & Bull N' Beer Reception

3:30 - 5:00 pm

Past Presidents Advisory Council*

4:00pm - 5:00pm International Afternoon Tea*

4:00 pm - 5:20 pm

Concurrent Educational Sessions: Choose 1 of 4
1. How Brokers Can Make Money with Real Estate Receiverships
2. Investment Property Marketplace
3. Lease Negotiations in Uncertain Times
4. Liquidity and the 2010 Commercial Real Estate Market

 
 
 
 

5:00 pm - 6:00 pm

SIORF Wine-Tasting Reception*

5:45 pm - 6:45 pm

Presidents Reception *

 

Young Professionals and New Members Reception*

7:30pm Optional Event: Young Professionals Evening Out in Toronto

Saturday, October 31

 

7:00 am - 3:00 pm

Registration Open

7:00 am - 8:30 am

Continental Breakfast

8:30 am - 10:20 am

Specialty Practice Board (SPB) Sessions: Choose 1 of 3
1. Brokerage Management SPB
2. Distribution & Logistics SPB
3. Investment SPB

10:30 am - 12:00 noon

Closing General Session: A Roadmap to Economic Recovery

12:00 noon - 1:00 pm CE Exams and Formalities

12:00 noon - 1:30 pm

Buffet Lunch

12:00 pm - 2:00 pm

Executive Committee*

12:30pm - 5:00pm Optional Event: Car Mania

2:30 pm - 5:00 pm

Board of Director's Meeting

 

Program Details

 

Thursday, October 29
2:00pm-3:30pm
Opening General Session featuring Second City Comedy Troupe
 

The Second City has been performing sketch comedy in front of audiences for nearly 50 years, making it the standard by which comedy and improv is judged. So much talent has come from the ranks of the company's many theaters over the years it reads like a who's who of contemporary comedy.

Second City Communications will provide a fun, interactive and unconventional approach to training and entertainment for SIOR conference attendees.

 

3:40pm-5:00pm Concurrent Educational Sessions: Choose 1 of 4
 
  1) Helping Your Clients Navigate the Globe with SIOR


Panelists:
Chris Cuff, SIOR, Colliers International
Jim Fink, SIOR, Colliers Halifax/Colliers International
Laurence McCabe, FRICS, FSCS, SIOR, Knight Frank

This session will feature panel discussion and presentations focused on:

- How to protect your existing client relationships by offering a global service.
- Global market basics including standards for commission and referral fee calculations.
- Overcoming barriers to making international referrals including language, currencies and time zones.
- Market highlights from key cities around the globe.

The session will also provide attendees with the opportunity to meeting internationally-based SIORs and hear their success stories. Market specific presentations will include China, Japan, Ireland, and others.
 

  2) Development and Construction Strategies in a Down Market
 

Paul Little, Panattoni Construction, Inc.
Mel Souza, Panattoni Development Company, Inc.

This session will feature a discussion on:

- Developer construction opportunities
- Hurdles to construction in today's economy
- Current construction costs
- The return of active construction
- Opportunities for brokers to make money
 

  3) Is this the Perfect Storm for Real Estate to Outperform?

 

Speaker: Trey Hollingsworth, The Hollingsworth Cos.

We have had at least two years of minimal supply growth. We have fewer novice investors in the market. We have an inflationary environment.  We have a general underwriting of cash flows by investors. While real estate is currently underperforming and is a point of fear in the market, the combination of all of these factors could lead to an environment of higher real estate returns over the next five years. This presentation will explore both the economic and practical reasons why real estate could significantly outperform over the mid-term horizon.
 

  4) Strategic Coach: How the Best Get Better
 

Speaker: Paulette Sopoci, The Strategic Coach
 

Being successful is supposed to be a good thing. But sometimes your life can seem harder and more complicated than it was when you were just starting out. Many successful entrepreneurs become overwhelmed with details and obligations that prevent them from capturing opportunities and having the quality of life they want. We call this hitting "The Ceiling of Complexity™."

In this presentation of "How the Best Get Better" you will learn what this barrier is and how to blast through it to a new level of creativity, freedom, and success. You'll leave with a new system for organizing your time that can simplify every area of your life, protecting time for those things you love, yet ensuring ever-increasing value for your clients.

™ and © 2009. The Strategic Coach Inc. All rights reserved.

 

   
Friday, October 30
9:00-10:30am



General Session - ProLogis Speaker Series Presents: The Age of the Unthinkable: Why the New World Disorder Constantly Surprises Us and What We Can Do About  It
                                                     
Sponsored by ProLogis  


Speaker: Joshua Cooper Ramo

Today the very ideas that made America great imperil it's future.  Our plans go awry and our policies fail. History's grandest war against terrorism creates more terrorists. Global capitalism, intended to improve lives, increases the gap between rich and poor. Decisions made to stem a financial crisis guarantee its worsening. Environmental strategies to protect species lead to their extinction.

The traditional physics of power has been replaced by something radically different. In The Age of the Unthinkable, Joshua Cooper Ramo puts forth a revolutionary new model for understanding our dangerously unpredictable world. Drawing upon history, economics, complex theory, psychology, immunology, and the science of networks, he describes a new landscape of inherent unpredictability - and remarkable, wonderful possibility.
 
10:40am-12:30pm Concurrent Specialty Practice Boards: Choose 1 of 3
  1) Corporate Services SPB: The Moving Target of LEED

Moderator: Jim McDonald, SIOR, BCCR, Group 100
Panelists:
John Buckel, SIOR, LEED AP, Capital Partners Development
John Patelski, LEED AP, Epstein International

This session will describe the revised energy and site-related standards of Version 3 of the LEED certification program. A case study of the Capital Partners development of a LEED Gold Certified project for Digital Technology Laboratory Corporation will also be highlighted.

 

This will be an interactive program based in part on feedback from SIOR's concerning their questions about LEED and sustainability of industrial and office facilities. Don't miss this opportunity to drill down into the practical issues of sustainability based on the real world issues they see in their own practices.
 

  2) Land SPB: Solvency in Real Estate Development?
 

SPB Leaders:
J. Len Cladeira, SIOR, Jones Lang LaSalle
Peter McKenna, SIOR, DTZ Barnicke

This session will be an exploration of key differences between the business policies of Canada and the United States and why Canadians say, "Ay, business is good!"

The panel discussion will consist of a land developer who finances his projects with bank financing, a developer/builder, a US-based developer in charge of a Canadian-based development office, and a representative of the Business Development Bank of Canada, a unique entity organized and promoted by the Canadian government to aid new business development in real estate-related activities.
 

  3) Tenant Representation SPB: Protecting the Tenant and the Buyer during Economic Turmoil
 

Panelists:
Michael Meyer, DLA Piper
David Upshaw, Irvine Company

 

Building owners need to be more careful than ever about tenant credit during the current economic crisis. And, commercial real estate is poised to experience a massive wave of defaults, perhaps greater than that experienced in the early 1990s. In this environment, tenants need to be concerned with landlord credit. What happens if a tenant signs a lease in a building that goes through foreclosure, deed-in-lieu, or bankruptcy? What if the TIs, commissions, or building repairs are not funded?

 

Attend this session and learn how to protect your tenant clients, and yourself, from this situation. Attendees will also learn how to obtain rental offset protection in LOIs and leases, as well as how to get the lender to recognize these rights in the SNDA. These issues will be taught and debated by a panel of experts.


 

1:30pm-3:00pm Educational Breakout Session

1) Social Networking Strategies for CRE: This Is Your Wake-Up Call!

Speakers:
Michael Houge, SIOR, Chief Real Estate Company
Geoffrey Kasselman, SIOR, LEED AP, Op2mize

Social networking through social media has reached a tipping point in the business world. As a result, social networking has quickly - almost too quickly - become an essential component of everyone's repertoire. Attend this high-energy, interactive session to learn the subtle nuances and pivotal strategies for mastering and monetizing LinkedIn, Facebook, and Twitter, among other sites. This is your wake up call! We will have you seeing more clearly than ever before.
 
1:30pm-3:00pm Roundtable Discussions

Submit a proposal today to lead a roundtable discussion at the 2009 Fall World Conference! These informal educational programs take a "roll up your sleeves" approach to addressing timely and practical issues, while providing a unique networking opportunity.


SIOR is now accepting proposals for roundtable discussion leaders. To submit a topic for consideration, click here to access a submission form (Word). Please submit your completed form to Kourtney Frawley at kfrawley@sior.com by Tuesday, September 22.
 
4:00pm-5:20pm Concurrent Educational Sessions: Choose 1 of 4
 
  1) How Brokers Can Make Money from Real Estate Receiverships

Speaker: Stan Mullin, SIOR, CCIM, California Real Estate Receiverships

Receivership is a term that many people in business recognize, but do not know the meaning. In today's commercial brokerage world, it is very important. Brokers today should be calling on lenders and their court approved receivers (both are people that will be giving out lease and sale listings on distressed commercial real estate and loans).

This session will explain what real estate receivers do; how you find a real estate receiver, how you make money with a real estate receiver, and how receivers help brokers get business with lenders.
 
  2) Investment Property Marketplace

Panelists:
Mark B. Goode, SIOR, Venture One Real Estate
Charles Klatskin, SIOR, Lee & Klatskin Associates
Herb Krumsick, SIOR, JP Weigand & Sons
Roy Splansky, SIOR, Venture One Real Estate

This session will prepare you for today's and tomorrow's investment opportunities. Bring your property brochures and "haves" and "wants" to this interactive and fast-paced session.
  3) Lease Negotiations in Uncertain Times

Speakers:
James Hochman, Esq., Coman & Anderson LLC
Alexandra Peyton, AssureLease

In times like these, landlords are concerned with the credit worthiness of potential tenants. Tenants are hesitant to give up cash, use up credit, and unsecured LOCs are increasingly difficult to come by. Landlords also have trouble finding suitable tenants and cannot be assured that even the most credit worthy tenants will be able to make payments.

This session will explore a lease insurance program, AssureLease, that enables landlords and property managers to protect their assets. Attendees will understand how AssureLease is underwritten and review a proforma to show how AssureLease impacts the bottom line.
 
  4) Liquidity and the 2010 Commercial Real Estate Market: Connecting the Dots with Today's Global Capital Flow

Speaker: Robert J. Nahigian, SIOR, CRE, FRICS

This session is a review of the last 24-48 months of investment capital. Topics covered include:
1) How have returns on other investment options compared to real estate?

2) Is real estate the investor's true choice going into 2010?

3) What two consumer debt indices served as a "tip off" in 2008 that people missed? Hint: It's not real estate.

4) What were the tell-tale signs in January 2008 that we should have seen?
5) Are we in a recovery or are we playing with "fools gold?"
6) International liquidity influence on US commercial properties
7) What countries are the investors originating from and what types of properties are they buying?
8) Where is commercial real estate in this declining market and where is the smart money headed?

 

Saturday, October 31
8:30am-10:20am Concurrent Specialty Practice Boards: Choose 1 of 3
 
  1) Brokerage Management SPB: Managing Expenses in a Down Market
 

SPB Leaders:
Don Ossey, SIOR, Capacity Commercial Group
David Prior, SIOR, The Klabin Company

In these challenging times, we can't rely on increasing the top line to cover expenses. Commission income from both sales and leases is down across all market and product types. Brokerage firms today are looking at each and every expense including rent, salaries and benefits, health insurance, marketing expenses, and commission splits. Everything is on the table in these extraordinarily difficult times.

What have you done to reduce and control expenses? What are others doing? How can you use your financial reports, income statements, and other data to get the most effective information? This session will use real income statements and other data to show how one brokerage firm is managing in this market. Come to learn and share. We're all in this together, and remember, this won't last forever!

 

  2) Distribution & Logistics SPB: The Client's Perspective - What You Must Do to Be My Broker for Life

Speaker: Dr. Edward Knab, Productivity Constructs Inc.

This session will take an in-depth look at the seven key questions ever successful broker should ask to gain a client for life. By asking the right questions, providing critical information, educating the client, and ensuring the proper amount of due diligence, successful brokers can save their clients millions of dollars. This presentation is a "must see" and will provide you with first-hand knowledge and case studies to cultivate a client for life.

Dr. Knab is an academic practitioner and seasoned global supply chain expert whose company, Productivity Constructs, is focused on driving cost and inefficiency out of the global supply chain.

 

  3) Investment SPB: How Can Landlords and Tenants Work Together to Complete Transactions (CE)

Moderator: Mark B. Goode, SIOR, Venture One Real Estate

Panelsts:
George Cibula, SIOR, Darwin Realty & Development Corp.
Charles Klatskin, SIOR, Lee & Klatskin Associates
Lance Ross, ,SIOR, Ross Property Associates

In today's difficult financial environment, how can landlords, tenants, and their respective representatives work together to complete transactions? This session will discuss the relationships between the landlord, the tenant, and the lender regarding lease renewals, tenant improvements, and other obligations of all parties. This will be a highly charged session that will explore the issues from all sides.


 

10:30am-12:00noon

General Session: A Roadmap to Economic Recovery

 


Speaker: Marci Rossell, PhD

All financial crises follow a pattern, and the current US experience is no exception. As a Federal Reserve economist, Dr. Marci Rossell followed the Asia Crisis of 1997. As Chief Economist for CNBC, she explained the financial market turmoil sparked by the September 11 terrorism. And now, she continues with her groundbreaking explanation of just how we got into this mess and how we get out of it.
 

 
 

 

 

 

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