Private Equity Capital: Understanding and Navigating the Options

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Date:
November 14, 2013
Time:
8:00 am - 5:30 pm
Category:
Venue:
UNC Charlotte Center City
Address:
320 East Ninth Street, Charlotte, NC 28202 United States
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Phone:
704-687-8902
Organizer:
David Mulvihill, Vice President, Professional Development
Phone:
202-624-7122
Email:

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This popular “how-to” workshop will provide practical and timely information on the process of raising private equity capital in today’s market. Course instructors will walk attendees through the step-by-step process of: identifying assets for capital raising opportunities, effectively positioning these assets, developing a saleable story, and preparing an equity raise proposal for presentation to varying types of capital sources. Attendees will hear from capital providers and others about the current financial terms, investment criteria and legal agreement imperatives that are part of successful capital raises in the current economic environment.

Principal Instructors

Matthew McConkieMatthew McConkie
President
Turnbridge Capital Partners
New York, NY

Matt McConkie is President of Tunbridge Capital Partners, a New York City based real estate advisory company that focuses on equity raises for operators across commercial real estate categories. Matt has been responsible for placing $250M dollars of equity capital in the last two years. Prior to starting Tunbridge, Matt served as Vice President of Capital Markets at Crosland, a southeastern diversified developer headquartered in Charlotte, NC. While at Crosland, Matt worked in the investment community to arrange equity, debt, and recapitalization funding for both Crosland-related single or multi-asset deals. From 2007-2009, Matt also worked day to day supporting firm CEO Todd Mansfield in the management of company-wide strategic and financial issues.

Prior to joining Crosland, Matthew was a Financial Analyst with Goldman Sachs in New York where he worked in Equities Management and also served as the Director of Asian Trade for the State of Utah.

Steven H. OttSteven H. Ott
Dean and Crosland Professor of Real Estate and Development
University of North Carolina Charlotte
Charlotte, NC

Dr. Steven H. Ott is Dean of the Belk College of Business and the John Crosland Sr., Distinguished Professor of Real Estate and Development at UNC Charlotte.

Dr. Ott joined the Belk College faculty in 1999 to develop a curriculum in real estate in the Belk College. He crafted an academic concentration in real estate finance and development in the MBA program as well as the M.S. in Real Estate, which enrolled its first class in Fall 2012. The founding director of the Center for Real Estate at UNC Charlotte, Dr. Ott has served as dean since January 2011.

Dr. Ott earned his undergraduate degree in business administration from the University of Wisconsin-Whitewater and both his master’s and doctoral degrees from the University of Wisconsin-Madison. His research focuses on topics such as real estate valuation, real estate public policy issues and real estate development finance and investment, and he has consulted with multiple investment banking, real estate advisory and real estate development firms.

June Yu June Yu Munshi
Co-founder & Managing Partner
CenterCap Group, LLC
New York, NY

Prior to forming The CenterCap Group, LLC, Ms. Yu was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis’s $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build out of the firm’s M&A efforts. Ms. Yu was charged with providing global advisory expertise in sourcing, structuring and executing entity-level real estate transactions, joint ventures, and acquisitions or recapitalizations of undervalued or distressed real estate investment and development companies and portfolios. Her role was expanded to focus on capital markets activities for CB Richard Ellis Investors’ discretionary funds globally. During her time with CBREI, Ms. Yu sourced over $150 billion of potential investments for the firm’s capital sources and developed over 200 new relationships with third party capital providers. She also was actively involved in the firm’s global portfolio review process. Ms. Yu was a member of CB Richard Ellis Investors’ Global Leadership Team, which oversees execution of strategies and best practices, and was a member of various task forces.

Prior to joining the firm, Ms. Yu was a senior banker in the real estate investment banking groups at Lehman Brothers and Wachovia Securities where she provided mergers and acquisitions, strategic advisory, restructuring and capital markets transaction advice to public and private real estate companies. Ms. Yu also has advised public and private companies in raising private capital for direct real estate investment strategies. During her career, Ms. Yu has been directly involved with approximately $35 billion of advisory assignments and executed over $15 billion of common equity, preferred equity and debt offerings for public REITs and closed end funds.

Ms. Yu holds a B.A. in Economics and International Relations from the University of Pennsylvania and an MBA in finance from Columbia Business School.

Guest Speakers

Brad W. Beelaert
Principal
WHI Real Estate Partners LLC
Charlotte, NC

Jeff Brown
Real Estate Practice Group
Moore & Van Allen
Charlotte, NC

Walker Collier
Partner
Trinity Capital Advisors
Charlotte, NC

Felix M. Figueroa
Director
Northwestern Mutual Real Estate Investments, LLC
Atlanta, GA

Ryan H. Henderson
Managing Director
Global Endowment Management, LP
Charlotte, NC

Andrew Hyltin
Group President
CNL Financial Group
Orlando, FL

David Jones
Partner
K&L Gates
Charlotte, NC

Bryan M. Kane
Vice President – Acquisitions
Federal Capital Partners
Raleigh, NC

Chris Randolph
Partner
South Street Partners
Charlotte, NC

 

Registration Fee

Members: $395
Nonmembers: $525
Govt. and nonprofit member: $350
Govt. and nonprofit nonmember: $465

Registration fee includes tuition, course materials, luncheons, and refreshments. There is an additional $100 charge for on-site registrations.

Cancellations, which must be made in writing or email to ULI’s Customer Service Department, will be subject to a $100 administrative fee. Cancellations must be received at least seven days prior to the start of the workshop to be eligible for a refund. No refunds will be granted thereafter. You may, however, transfer your registration, without penalty, to another member of your organization.

Accommodations and Course Location

Hotel accommodations are not included in the registration fee. If you would like to make hotel arrangements, please contact one of the below hotels directly. Please note ULI has not arranged room blocks for this program.

Meeting Only

UNC Charlotte Center City
320 East Ninth Street
Charlotte, NC  28202
704-687-8902

Accommodations Only

Holiday Inn Charlotte Center City
230 N College St
Charlotte, NC 28202
(888) 465-4329
http://www.ihg.com/holidayinn/hotels/us/en/charlotte/cltdt/hoteldetail

The Dunhill Hotel
237 N Tyron St.
Charlotte, NC 28202
(704)332-4141
http://www.dunhillhotel.com/

Hyatt House Charlotte/Center City
435 E Trade Street
Charlotte, NC 28202
(704) 373-9700
http://www.charlottecentercity.house.hyatt.com/en/hotel/home.html

Aloft Charlotte Uptown at the EpiCentre (W Hotel)
210 E Trade St.
Charlotte, NC 28202
(704)333-1999
http://www.aloftcharlotteuptown.com/

The Ritz-Carlton, Charlotte
201 E Trade St.
Charlotte, NC 28202
(704)547-2244
http://www.ritzcarlton.com/en/Properties/Charlotte/Default.htm

Omni Charlotte Hotel
132 E Trade St
Charlotte, NC 28202
(704)377-0400
http://www.omnihotels.com/FindAHotel/Charlotte.aspx

Charlotte Marriott City Center
100 W Trade St.
Charlotte, NC 28202
(704) 333-9000
http://www.marriott.com/hotels/travel/cltcc-charlotte-marriott-city-center/

Courtyard by Marriott Charlotte City Center
237 S Tyron St.
Charlotte, NC 28202
(704) 926-5800
http://www.marriott.com/hotels/travel/cltup-courtyard-charlotte-city-center/

Hilton Charlotte Center City
222 E 3rd St.
Charlotte, NC 28202
(704) 377-1500
http://www3.hilton.com/en/hotels/north-carolina/hilton-charlotte-center-city-CLTHHHF/index.html

Charlotte Plaza Uptown Hotel
201 S McDowell St.
Charlotte, NC 28204
(800) 551-1692
http://www.charlotteplazauptownhotel.com/

Program Highlights

  • Understanding the institutional aspects, terms and structure of the real estate private equity market
  • The process for raising capital for an entity-level investment or a single-asset or programmatic joint venture
  • Negotiating and designing a successful joint venture agreement
  • Capital raise timelines, phases, and dos and don’ts
  • Key players and advisors: their roles, and how they are compensated
  • Case studies to illustrate the process
  • Practical steps to successfully positioning your assets and developing your story
  • Capital provider panel discussion