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CREF/Multifamily Asset Administration and Technology Conference 2007


Servicing at a Crossroads: How Different Firms Face the Changing Market
Diana Reid, Managing Partner, Beekman Advisors Inc
Jamie Woodwell, Senior Director, Mortgage Bankers Association

Presentation: Servicing at a Crossroads: How Different Firms Face the Changing Market
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Handout: MBA Year-end Survey CMS
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Risk Mitigation - Insurance Panel
Ronald C. Steffenino, Senior Vice President, Capmark Finance, Inc.
Jeremy L. Burr, Vice President, Insurance Office of America
Jon Kemp, Vice President, Corporate Asset Risk Management, Wells Fargo Commercial Mortgage
Paul Stare, CIC, CPCU, Director of Insurance Services for Commercial Lending, PPM Finance, Inc.

Article: National Underwriter Insurance Articles
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Report: Natural Disaster Catastrophic Insurance
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Report: Significant Event Report
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Running a Servicing Shop
Richard Carlson, Senior Director, Fitch Ratings
Leslie K. Fairbanks, Managing Director, Real Estate Services, Wachovia Securities
Catherine J. Rodewald, Managing Director, Prudential Mortgage Capital Company
Dean M. Wheeler, Managing Director, Loan Administration, Cohen Financial

Document: Rating U.S. Commercial Mortgage Servicers (Fitch)
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Presentation: Running a Servicing Shop
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Inspections and Inspection Reporting
Clare C. Dooley, Senior Vice President, Capmark Finance, Inc.
Anne Doty, Senior Vice President, Collateral Real Estate Capital LLC
James W. Evans, Chief Operating Officer, Strategic Property Associates

Document name: MBA Standard Property Inspection Form Definitions
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Document name: Standard Inspection Form
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Document name: Standard Inspection Form Commercial
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Document name: Standard Inspection Form Lodging
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Document name: Standard Inspection Form Multifamily
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Document name: Standard Inspection Form Healthcare
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Document name: Standard Inspection Form Photos
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Document name: Inspection Form Survey Questions
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Technology Tools
Janine C. Stallings, Assistant Vice President, Pacific Life Insurance Company
Joseph F. Beggins, Chief Executive Officer, GEMSA Loan Services LP
Brad Hauger, Senior Vice President, Midland Loan Services, Inc./PNC Real Estate Finance

Presentation name: Technology Tools Presentation
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Show Me the Money!
Helene Principato, Vice President-Loan Servicing, PPM Finance, Inc.
Pamela J. Dent, CFA, CPA, Senior Vice President, Moody's Investors Service
David W. Haley, Director, Portfolio Management, GEMSA Loan Services LP
Kathleen Kanno-Wood, Vice President, Wells Fargo Commercial Mortgage

Presentation name: Show Me the Money Presentation
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Insurance Workshop
Lisa Dixon, Director, Holliday Fenoglio Fowler, L.P.
Kathleen Dufraine, CPCU, Vice President, Global Realty Outsourcing, Inc
Dan Husak, Vice President, Laureate Capital, LLC

Document name: Insurance Workshop Law & Order
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Handout name: Insurance Workshop Law & Order Handout
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Document name: Insurance Workshop Terrorism
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Handout name: Insurance Workshop Terrorism Handout
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Document name: Insurance Workshop Windstorm
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Document name: Insurance Issues 2007
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Report name: Forced Placement White Paper
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Document name: ACORD Changes in July 2006
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Document name: ACORD 28 Revised
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Document name: ACORD Announcement Freddie Mac
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Report name: Structured Finance Servicer Evaluations (S&P)
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Report name: Is PML the Answer to the Hurricane Insurance Crunch? (Moody's)
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Outlook for the Real Estate Finance Industry: A Commercial/Multifamily Servicing Perspective
Alan Kronovet, Managing Director, Wachovia Securities
David M. Croskery, Senior Managing Director, Holliday Fenoglio Fowler, L.P.
Brian Hanson, Director-Portfolio Management, CWCapital
Gary N. Otten, Director, MetLife, Inc.
Jan S. Sternin, CMB, Senior Vice President, Midland Loan Services, Inc.

Article name: Council to Shape Change Article
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Document name: Changes Expected Over Next Ten Years Press Release
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Document name: Outlook for the Real Estate Finance Industry Flyer
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Document name: Outlook for the Real Estate Finance Industry Order Form
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Shared Documents and Data Exchange
Lisa J. Peck, Assistant Vice President, Midland Loan Services, Inc./PNC Real Estate Finance
Gary Vandeventer, Vice President-Production Integration, MERS

Presentation name: The Evolution of Document Custody
Presentor: Marcia Moore-Allen, Vice President, LaSalle Bank N.A.
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Market and Regulatory Impact - Reg AB
Keith A. Dunsmore, Esq., Partner, Powell Goldstein LLP
Van Vorhis, Associate Legal Counsel, NorthMarq Capital, Inc.

Document name: SEC's New Minimum ABS Servicing Criteria and Compliance Reporting Regime (Deloitte)
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Document name: Assessment of Compliance with Regulation AB
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Presentor: Alicia Romo, CFA, Senior Manager, Securitization Advisory Team, Deloitte & Touche, LLP
Presentation name: Market and Regulatory Impact - Reg AB
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Investor Reporting Package
David Shay, Director of Strategic Initiatives, Wachovia Securities
Grace E. Holst, Vice President, Key Bank Real Estate Capital
Shelly K. Shrimpton, Investor Reporting Manager, GEMSA Loan Services, LP

Presentation name: CMSA Investor Reporting Package Workshop
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Document name: CMSA Investor Reporting Package Methodology
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Document name: CMSA Investor Reporting Package - sample
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Document name: CMSA Investor Reporting Package - sample
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New Loan Boarding - Creating Process Efficiency
Martha J. Johnson, Vice President, Wells Fargo Multifamily Capital
Maynard C. Ahner, II, CMB, Senior Vice President, Director Technology Services, Midland Loan Services, Inc./PNC Real Estate Finance
Misty Ross, Vice President and Loan Servicing Manager, Wells Fargo Commercial Mortgage

Presentation name: New Loan Boarding - Creating Process Efficiency
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CDOs - The Servicer Perspective
Patrick C. Sargent, Esq., Partner, Andrews Kurth LLP
Henry J. Bieber, Managing Director of Portfolio Management, Wrightwood Capital
Hal Collett, Vice President-Servicing, Prudential Asset Resources
Darri A. Cunningham, Vice President, Capmark Finance, Inc.
David A. Harrison, Senior Director - Commercial Mortgage CDOs, Derivative Fitch

Presentation name: Commercial Real Estate Securitization, CMBS, and CRE CDOs
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Report name: Commercial Real Estate CDO Servicing (Fitch)
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Report name: Reviewing and Rating CDO Asset Managers (Fitch)
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Report name: Rating Methodology for U.S. Revolving Commercial Real Estate Loan CDOs (Fitch)
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Report name: Criteria for Analyzing Condominium Conversion Loans in U.S. Commercial Real Estate CDOs (Fitch)
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Report name: Criteria for Analyzing Land Loans in U.S. Commercial Real Estate CDOs (Fitch)
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Report name: Rating Commercial Real Estate Construction Loan Pools (Fitch)
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Can Loans Get More Complex?
Ingrid C. Olson, Vice President, CMBS Portfolio Services, KeyBank Real Estate Capital
Steven R. Johnson, CPA, Managing Director of Commercial Mortgage Servicing, Principal Real Estate Investors
Deborah A. Schiavo, Managing Director, Commercial Mortgage Department, Bear Stearns
James P. Shevlin, Principal, American Capital Strategies
Erin E. Stafford, Senior Vice President-CMBS, Dominion Bond Rating Service

Document name: Mezzanine Financing Article (Dominion)
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Document name: Moody's Approach to Rating Commercial Real Estate Mezzanine Loans (Moody's)
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Document name: Conduit Loan Underwriting Continues to Slide - Credit Enhancement Increase Likely (Moody's)
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Document name: CMBS Recovery Rates Article (DBRS)
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Document name: Where is the Value in Appraisals/Valuations? Article (DBRS)
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Document name: Leasehold Estates with No Way Out Article (DBRS)
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Document name: Recovery Rates…They're a Whole Loan Think Article (DBRS)
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Document name: Defeasance Dynamics Article (DBRS)
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Document name: Shortcomings of Statistics Article (DBRS)
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Document name: Upside Exit? Article (DBRS)
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Document name: Will Strong Sponsors Give Back the Keys? Article (DBRS)
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Document name: Master/Head Lease Proliferation
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A Big Picture Look at the Housing Markets and Our Industry
Ron Witten, President, Witten Advisors
Jamie Woodwell, Senior Director, Mortgage Bankers Association

Presentation name: Mulitfamily Market Outlook
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Presentation name: A Big Picture Look at the Housing Markets and Our Industry
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Evolution of the Whole Loan Portfolio
Doris M. Hughes, Manager, Mortgage Servicing, Guardian Life Insurance Company of America
Dennis C. Fisher, Senior Investment Professional, Nationwide Life Insurance Company
Mark B. Fisher, CMB, Vice President and Managing Director, StanCorp Mortgage Investors, LLC
John A. Shaw, Managing Director, CIGNA Realty Investors

Presentation name: Portfolio Lending - Evolution of the Whole Loan Portfolio
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Approvals - Managing Borrower Expectations
Howard W. Walker, Partner, McGuire Woods, LLP
John P. Collins, Vice President, CWCapital LLC
Ann Hambly, Chief Executive Officer, 1st Service Solutions
Curtis Spaugh, Senior Vice President, Capmark Financial Group Inc.

Document name: CMBS Assumption Flow Chart
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Document name: Assumptions Case Study
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Document name: CMBS Rating Confirmation Criteria (Fitch)
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Document name: Expectations and Experiences of Comm/Multifamily Mortgage Borrowers (MBA DataNotes)
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Property Surprises
Chase Belew, President, AMS Real Estate Services
Christian Baggett, Senior Mortgage Asset Manager, ING Investment Management
Eric C. Frisk, Director-Commercial Loan Asset Management, Allianz of America, Inc.
Marilyn Sue Jones (Sue), Senior Investment Professional, Real Estate Investments
Nationwide Life Insurance Company

Article name: New Environmental Due Diligence Article (H+K)
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Document name: EPA Comparison of AAI
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Document name: Brownfields Issue Paper (MBA)
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Role of the Trustee
Judy Rishel, Vice President, CMBS, Wells Fargo Bank, N.A.
Robert Bradley (Tra), Assistant Vice President, Bank of America
Kathleen C. Olin, Vice President, CWCapital
Brandon V. Pankey, Vice President, Bond Administration, LaSalle Bank N.A.

Presentation name: Role of the Trustee Presentation
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Document name: Trustee Report Sample
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Getting a Loan Closed
Shelley S. Hasskamp, Senior Vice President and Manager of Loan Closing and Administration, Q10 Dwyer-Curlett & Co.
William D. Spearman (Dave), Assistant Vice President and Mortgage Loan Closing Manager, Delaware Investments
Adam F. Zweifler, Partner, Pepe & Hazard LLP

Document name: Getting a Loan Closed
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Data and Privacy Compliance
Dave J. Bodi, CMB, Executive Vice President, Midland Loan Services, Inc./PNC Real Estate Finance
Robert Schlecht (RJ), Director-Industry Technology Security & Compliance, Mortgage Bankers Association

Presentation name: Data and Privacy Compliance Presentation
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Whole Loan Servicing
Marla S. Campagna, Vice President, AIG Global Investment Corporation
Faye J. Friedman, Director, Portfolio Management - Global Private Markets, TIAA-CREF

Document name: Litigation Risk Prepayment Premiums Case Study
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Document name: Market Impact on Commercial Property Case Study
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Document name: Assumptions of All Assumptions Case Study
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The Property Data Revolution
Daniel Szparaga, Senior Director, Mortgage Bankers Association
Mark Linné, Chief Technology Officer/Director of Visioning Strategies, Valuescape

Presentation name: The Property Data Revolution Presentation
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Presenter: Jack Huntress, Vice President Business Development, Environmental Data Resources, Inc
Presentation name: Property Data Revolution Presentation
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MBA Membership - Be Effective and Impactful
Deborah McKinnon, Vice President, Mortgage Bankers Association
Presentation name: Be Effective & Impactful Presentation
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Document name: Committee Enrollment Form
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Document name: CREF/Multifamily Finance Board of Governors Committees
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Document name: CREF/Multifamily Working Groups & Task Forces
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Document name: Insurance Initiative & Updates
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Special Wrap up Session Servicing and Technology - Key Issues and Themes
Kenneth N. Beyer, President & Chief Executive Officer, OfficeTiger
Suzy Bashore, Vice President IT, Prudential Mortgage Capital Company
David M. Croskery, Senior Managing Director, Holliday Fenoglio Fowler, L.P.
Kathleen Dufraine, CPCU, Vice President, Global Realty Outsourcing, Inc
Doris Hughes, Director, Guardian Life Insurance Company of America
Russell Richardson, CMB, Executive Vice President, Collateral Real Estate Capital LLC
James P. Shevlin, Principal, American Capital Strategies
Deborah A. Schiavo, Managing Director, Bear Stearns

Presentation name: Servicing & Technology - Key Issues and Themes Presentation
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Document name: Commercial Certified Mortgage Servicer Presentation
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MBA Quarterly Data Book
Report name: MBA Commercial Real Estate/Multifamily Finance Quarterly Data Book - Fourth Qtr. 2006
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