| |
| |
| 7:45
AM – 5:30 PM |
Registration |
| 8:30
- 11:00 AM |
Executive Committee Meeting (invitation only) |
8:30
- 11:30 AM |
Educators: Understanding the REIT Marketplace 
Moderator - Bryce
Blair, Chairman, President & CEO, AvalonBay Communities, Inc. |
I. REITs Industry Overview
Lisa R. Sarajian,
Managing
Director-Structured Finance, Standard & Poor’s Rating Services
Lee T. Schalop,
Managing Director, Banc of America Securities LLC
Mark S. Streeter,
Senior
Analyst-North
American Credit Research, J.P.
|
II. NAV
Jon A. Fosheim, Principal,
Green
Street Advisors Inc.
Christopher J. Mayer,
Professor and Director-Paul
Milstein Center for Real Estate, Columbia Business School
|
III.
Fund Flows
David C. Ling,
Professor-Warrington
College of Business, University of Florida
Imperial
|
|
8:15 – 8:55
AM |
| American
Financial Realty Trust |
Health
Care REIT, Inc. |
| Moderator -
Nicholas Schorsch, CEO, President & Vice Chairman |
Moderator -
George L. Chapman, Chairman & CEO |
| Analyst -
Daniel Oppenheim, VP, Banc of America Securities LLC |
Analyst -
Jerry Doctrow, Managing Director, Legg Mason Wood Walker, Inc. |
| W.P.
Carey & Co LLC |
Kramont Realty Trust |
| Moderator -
Gordon F. DuGan, Co-CEO |
Moderator -
Carl E. Kraus, SVP, Chief Financial & Investment Officer |
| Analyst -
William Camp, Analyst-SEC Research, A.G. Edwards & Sons, Inc. |
Analyst -
N/A |
|
9:00 - 9:40 AM |
| EastGroup Properties, Inc.
|
Entertainment
Properties Trust |
| Moderator - David H. Hoster, II, President & CEO |
Moderator - David Brain, President & CEO |
| Analyst - Arthur Havener, Analyst, A.G. Edwards & Sons, Inc. |
Analyst - Anthony Paolone, VP, J.P. Morgan Securities, Inc. |
| Glimcher Realty Trust |
Health
Care Property Investors, Inc. |
| Moderator - Michael P. Glimcher, President |
Moderator - James F. Flaherty, III, CEO |
| Analyst - David Fick, Managing Director, Legg Mason Wood Walker,
Inc. |
Analyst - Carey Callaghan, VP, Goldman Sachs & Co. |
| SL
Green Realty Corp. |
|
| Moderator - Marc Holliday, President & CEO |
|
| Analyst - Paul Puryear, Managing Director, Raymond James & Associates |
|
|
9:45 - 10:25 AM |
| Commercial Net Lease Realty |
First
Industrial Realty Trust, Inc. |
| Moderator - Craig Macnab, President & CEO |
Moderator - Michael Brennan, President & CEO |
| Analyst - David Fick, Managing Director, Legg Mason Wood Walker,
Inc. |
Analyst - Ken Avalos, Equity Analyst, Raymond James & Associates |
| Essex
Property Trust, Inc. |
Highwoods
Properties, Inc. |
| Moderator - Keith Guericke, CEO |
Moderator - Ed Fritsch, President & COO |
| Analyst - David B. Harris, Vice President, Lehman
Brothers |
Analyst - Louis Taylor, Managing Director, Deutsche Bank Securities,
Inc. |
| Tanger
Factory Outlet Centers, Inc. |
|
| Moderator - Steven B. Tanger, President & COO |
|
| Analyst - Ross Nussbaum, Analyst, Citigroup Smith Barney |
|
|
10:30 - 11:10 AM |
| Corporate
Office Properties Trust |
Mid-America Apartment Communities, Inc. |
| Moderator - Randall M. Griffin, President & COO |
Moderator - Eric Bolton, CEO |
| Analyst - Frank Greywitt, III, Associate, McDonald Investments,
Inc. |
Analyst - Paul Puryear, Managing Director, Raymond James & Associates |
| ProLogis |
Public
Storage, Inc. |
| Moderator - Walter Rakowich, CFO & Managing Director
|
Moderator - Harvey Lenkin, President & COO |
| Analyst - David Harris, SVP, Lehman Brothers |
Analyst - Jonathan Litt, Senior Real Estate Analyst, Citigroup Smith
Barney |
| Taubman
Centers, Inc. |
|
Moderator -Robert S. Taubman, Chairman, President & CEO
|
|
| Analyst - Michael Mueller, VP, J.P. Morgan Securities, Inc. |
|
|
11:15 - 11:55 AM |
| Brandywine Realty Trust |
Brookfield Properties Corporation |
| Moderator - Jerry Sweeney, President & CEO |
Moderator - Ric Clark, President & CEO |
| Analyst - Kenneth Weinberg, VP, Legg Mason Wood Walker, Inc. |
Analyst - John Stewart, VP, Merrill Lynch & Co., Inc. |
| Pan Pacific Retail Properties |
Pennsylvania
Real Estate Investment Trust |
| Moderator - Stuart A. Tanz, President & CEO |
Moderator - Ronald Rubin, Chairman & CEO |
| Analyst - Richard C. Moore, II, SVP, McDonald Investments, Inc. |
Analyst - David Fick, Managing Director, Legg Mason Wood Walker,
Inc. |
| United Dominion Realty Trust |
|
| Moderator -Thomas W. Toomey, President & CEO |
|
| Analyst - David Rodgers, Associate VP, McDonald Investments, Inc. |
|
|
| 11:30 AM - 1:30 PM |
| Board of
Governors Luncheon -(by invitation) |
| Moderator - Hamid R. Moghadam, Chairman & CEO,
AMB Property Corporation |
| Panelists |
| Richard Berner - Chief
U.S. Economist, Morgan Stanley |
Jim Glassman - Chief U.S. Economist, J.P. Morgan Securities, Inc. |
| Mickey Levy - Chief Economist, Banc of America Securities
LLC |
|
|
| 12:00 PM - 1:15 PM | Lunch Buffet - Welcome to New Investors |
1:30
- 2:10 PM |
| CenterPoint Properties Trust |
Cousins Properties Incorporated |
| Moderator - John S. Gates, Jr., Co-Chairman & CEO |
Moderator - Thomas D. Bell, Jr., Vice Chairman, President & CEO |
| Analyst - Christopher Haley, Managing Director, Wachovia Securities |
Analyst - David Shulman, Managing Director, Lehman Brothers |
| Crescent
Real Estate Equities Company |
Rayonier
Inc. |
| Moderator - John C. Goff, Vice Chairman & CEO
|
Moderator - W.L. Nutter, Chairman, President & CEO |
| Analyst - Jay Leupp, Managing Director, RBC Capital Markets |
Analyst - N/A |
| Shurgard
Storage Centers, Inc. |
Washington
Real Estate Investment Trust |
| Moderator - David Grant, President, COO & CEO |
Moderator - Edmund Cronin, Jr., Chairman, CEO & President |
| Analyst - John Sheehan, Analyst, A.G. Edwards & Sons, Inc. |
Analyst - Paul Puryear, Managing Director, Raymond James & Associates |
|
2:30 - 3:45 PM |
General
Session
President’s Remarks
Steven A. Wechsler, President & CEO, NAREIT |
| Orchestrators:
Assembling Capital |
| Moderator -Theodore
R. Bigman, Managing Director, Morgan Stanley Investment Management |
| Panelists |
James F. Flaherty, III
President & CEO,
Health Care Property Investors, Inc. |
William P. Hankowsky
Chairman, President & CEO,
Liberty Property Trust |
Tara S. Innes
Managing Director, Fitch Ratings | Gregory T. Mutz
Chairman & CEO,
AMLI Residential Properties Trust |
Michael E. Pralle
President & CEO, GE Real Estate |
|
4:00 - 4:40 PM |
| AvalonBay
Communities, Inc. |
Catellus
Development Corporation |
| Moderator - Bryce Blair, Chairman, President & CEO |
Moderator - Nelson Rising, Chairman & CEO |
| Analyst - Andrew Rosivach, Associate Analyst, Credit Suisse First
Boston |
Analyst - Christine McElroy, Research Associate, Banc
of America Securities LLC. |
| New Plan |
Trizec
Properties, Inc. |
| Moderator - Glenn Rufrano, CEO |
Moderator - Timothy Callahan, President & CEO |
| Analyst - Ross Nussbaum, Analyst, Citigroup Smith Barney |
Analyst - Steven Sakwa, First VP, Merrill Lynch & Co., Inc. |
| Ventas,
Inc. |
|
| Moderator - Debra A. Cafaro, Chairman, President & CEO |
|
| Analyst - Jerry Doctrow, Managing Director, Legg Mason Wood Walker,
Inc. |
|
|
4:45 - 5:25 PM |
| CarrAmerica
Realty Corporation |
Kimco
Realty Corporation |
| Moderator - Thomas A. Carr, CEO |
Moderator - Milton Cooper, CEO |
| Analyst - Daniel Oppenheim, VP, Banc of America Securities LLC |
Analyst - Ian Weissman, Associate Director, UBS Securities LLC |
| Koger Equity, Inc. |
Senior Housing Properties Trust |
| Moderator - Tom Crocker, CEO |
Moderator - David J. Hegarty, President & COO |
| Analyst - N/A |
Analyst - Christopher Pike, Analyst, UBS Securities LLC |
| Summit Properties Inc. |
|
| Moderator -Gregg Adzema, EVP & CFO |
|
| Analyst - Anthony Paolone, VP, J.P. Morgan Securities, Inc. |
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