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WEDNESDAY – JUNE 6th, 2018

2:00 PM – 5:00 PM: Conference Registration

Location: Hacienda Foyer CD


6:00 PM – 6:30 PM: Dinner Reception

Location: Hacienda Foyer CD & Plaza


6:30 PM – 8:00 PM: Conference Welcome Dinner

Location: Hacienda B


8:00 PM – 10:00 PM: Dessert Reception - Sponsored by Loeb & Loeb, LLP

Location: Wallace Neff Courtyard



THURSDAY – JUNE 7th, 2018

7:00 AM – 5:00 PM: Conference Registration

Location: Hacienda Foyer AB


7:00 AM – 8:00 AM: Breakfast

Economic Forecast

Location: Anacapa Ballroom


Edward Leamer, Chauncey J. Medberry Professor of Management, Professor of Economics, Professor of Statistics, University of California, Los Angeles


8:30 AM – 9:30 AM: Panel of Chief Executive Officers

Our panel of CEOs will discuss their perspectives and current strategies related to growth plans in the CRE sector, their view of developing risks in the sector and the ways in which these factors are impacting client attraction, underwriting, and portfolio management. An overview of how banks have built portfolios of CRE over the last cycle will be provided as introduction to the importance of these issues to community banks.

Location: Hacienda AB


Howard Gould, Vice Chairman, Carpenter & Company


Russ Colombo, Chief Executive Officer, Bank of Marin

Robert Franko, President, Chief Executive Officer, First Choice Bank

Greg Seibly, President, Chief Executive Officer, Federal Home Loan Bank of San Francisco


9:50 AM – 10:50 AM: Panel of Chief Credit Officers

In a mature market where asset value is fully priced and competition for credit is intense, how do banks compete and win, while building a sustainable credit portfolio in anticipation of a downturn? The panel of forward-thinking CCOs will comment on their current focus on portfolio construction and share candidly what keeps them up at night. 

Location: Hacienda AB


Robert R. McAuslan, Executive Vice President, Chief Credit Officer, Western Alliance Bancorporation


Phillip J. Bond, Executive Vice President, Chief Credit Officer, Farmers & Merchants Bank of Long Beach

Lisa Violet, Senior Vice President, Chief Risk Officer, Federal Home Loan Bank of San Francisco



11:00 AM – 12:00 PM: Breakout Sessions


Strategic & Practical Advice from Consultants and Advisors

Location: Hacienda C


Andrew De Camara, Senior Managing Director, Sherwood Partners, Inc.

John Farrace, Managing Director, Sierra Constellation Partners

Ron Freed, Vice President, Senior Special Assets Officer, City National Bank

William Freeman, Partner, Katten Muchin Rosenman, LLP

Robert Riiska, Senior Managing Director, Focus Management Group


Legal Review: Recent Court Decisions of Interest to Lenders

Location: Hacienda D


Richard Holley, Partner, Holley Driggs Walch Fine Wray Puzey & Thompson, LLP

Lance Jurich, Partner, Loeb & Loeb, LLP

Richard Rogan, Co-Chair, Bankruptcy Department, Jeffer Mangels Butler & Mitchell, LLP


The “Wild West” of Cannabis

Location: Garden Room


Oren Bitan, Senior Counsel, Buchalter, APC

James Parker, Chief Financial Officer, Medmen

Dave Scheiber, Senior Vice President, Boston Private Bank

Barry Smith, Shareholder, Buchalter, APC



12:20 PM – 1:30 PM: SAMA Lunch

Fireside Chat: Where Are We In The Market Cycle?

CRE loans constitute a significant portion of banks’ loan portfolio. Do we expect a downturn in 2018? How might the interest rate and market cycle swings impact the CRE loan performance? Each of the panelists leverages data analytics to provide actionable insight in where we are into the market cycle.

Location: Anacapa Ballroom


Tingting Zhang, Founder, Chief Executive Officer, TerraCotta Group


Justin Bakst, Director of Capital Markets, Costar Group

Barbara Denham, Senior Economist, REIS, Inc.



2:00 PM – 3:00 PM: Regulatory Discussions

Location: Hacienda AB


Robert D. McGibbon, Field Supervisor, FDIC

Ron Pavlick, Senior Risk Specialist, Federal Reserve Bank of San Francisco

Simone Wyatt, National Bank Examiner, Office of the Comptroller of the Currency



3:00 PM – 3:30 PM: Refreshments

Location: Hacienda Foyer CD


3:30 PM – 4:30 PM: Breakout Sessions


What Do We Do with Maturing Retail Loans?

Before you decide not to renew your upcoming loans secured by retail properties, come and hear the innovators who invest in retail properties. What would retail properties look like in 5 and 10 years? How should underwriting adapt by way of the changing market?

Location: Hacienda C


David Brown, Senior Managing Partner, Somera Capital Management

Vernon Chin, Senior Director, Canyon Partners

Jim Dillavou, Principal, Paragon Commercial Group

Matt Stewart, Director, HFF, LLP


Lender Liability

Location: Hacienda D


Joel Berman, Partner, Elkins Kalt Weintraub Reuben Gartside, LLP

A. Barry Cappello, Managing Partner, Cappello & Noël, LLP

Michael Thomson, Patner, Dorsey & Whitney, LLP


EB-5 Workout

Location: Garden Room


Jeff Brandlin, President, Brandlin & Associates

John Bulgozdy, General Attorney, Securities and Exchange Commission

Steven Donell, President & Chief Executive Officer, FedReceiver, Inc.  



6:00 PM – 8:00 PM: SAMA Mixer

Location: Artists Cottage Lawn



FRIDAY – JUNE 8th, 2018

7:00 AM – 10:00 AM: Conference Registration

Location: Hacienda Foyer AB


7:00 AM – 8:00 AM: Breakfast

Location: Shangri-La Pavilion


8:30 AM – 9:30 AM: In-House Counsel Panel

Location: Hacienda AB


Andy Gallardo, Senior Vice President, Assistant General Counsel, Opus Bank

Lisa Kim, Executive Vice President, General Counsel and Secretary, Cathay Bank

Mike Zandpour, Senior Vice President, Senior Counsel, City National Bank


9:50 AM – 10:50 AM: Hot Topics in Special Assets

Location: Hacienda AB


Seth Moldoff, Senior Vice President, Banc of California


Cary Calkin, Senior Vice President, Banc of California

Christopher Rupp, Senior Vice President, Manager of Corporate Special Assets, U.S. Bank

Tom Turner, Executive Vice President, Special Assets Manager, Grandpoint Bank