WE WELCOME YOU TO THE Hilton San Diego Bayfront | San Diego, CA | March 5-7, 2013
#NICRegional
Overview
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Schedule at a Glance
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Keynote Speakers
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Who Attends and Why
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Session Descriptions
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NIC Partners
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Planning Committee
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Attendee Resources
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Registration
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Conference Sponsors
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About NIC
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74% of post-survey respondents said they expected to do a deal as a result of their attendance at the 2012 NIC Regional Conference, held last year in Boca Raton, FL.
Overview Each year, the seniors housing and care industry has a set of challenges and opportunities. 2013 is no different. There are opportunities like serving the coming Silent Generation and the Boomers that follow, being a solutions provider in the rapidly changing healthcare delivery system, leveraging the benefits from the application of new technology and developing new business and care models. There are ongoing challenges such as delivering value to a changing customer base, likely changes to existing entitlement programs, documenting and demonstrating quality, pressures on federal, state and seniors’ budgets. And the list goes on. The 2013 NIC Regional Conference “Innovative Thinking: Driving Success and Attracting Capital” addresses head-on what’s facing the industry in 2013 and beyond. The conference programming is focused on topics of interest for skilled nursing and seniors housing operators and capital providers. If you are an operator and want to grow, or better understand future options, this is a mustattend conference. Our keynote speakers and moderators are thought-leaders who will provide insights, from economic and policy developments to technological innovation, employee retention and culture building. Learn the best strategies to attract capital for growth. Network with peers and leverage the opportunity to make deals with investors and capital providers. Our skilled nursing track offers CEU credits. Plan on joining us in San Diego this March for a capital focused event. We hope to see you there.
Register by January 23, 2013 and save $500. Click here for more information.
#NICRegional Page 1
Schedule at a Glance
Day 1
Tuesday, March 5, 2013 2:00 pm — 4:30 pm
NIC MAP® Market Briefing
3:00 pm — 7:00 pm
Registration, Networking Lounge, NIC Data Center & Cyber Café Open
4:30 pm — 5:30 pm
Newcomers Reception — Invitation Only
5:30 pm — 7:00 pm
Opening Reception Weather permitting, this reception will be held outdoors.
Wednesday, March 6, 2013 7:30 am — 8:30 am
Continental Breakfast
7:30 am — 7:00 pm
Registration, Networking Lounge, NIC Data Center & Cyber Café Open
Day 2
8:30 am — 10:00 am
Opening General Session: Lay of the Land from Washington Insiders
10:00 am — 10:30 am
Networking Break
10:30 am — 12:00 pm
Concurrent Breakout Sessions
12:00 pm — 1:45 pm
Luncheon with Keynote Speaker Robert Richman
2:00 pm — 3:30 pm
Concurrent Breakout Sessions
3:30 pm — 3:45 pm
Networking Break
3:45 pm — 5:00 pm
Concurrent Breakout Sessions
5:00 pm — 6:30 pm
Meet the Capital Providers Reception
Thursday, March 7, 2013 7:30 am — 8:30 am
Continental Breakfast
7:30 am — 5:30 pm
Registration, Networking Lounge, NIC Data Center & Cyber Café Open
Day 3
8:30 am — 10:00 am
Opening General Session with Keynote Speaker Gary Zimmerman
10:00 am — 10:30 am
Networking Break
10:30 am — 12:00 pm
Concurrent Breakout Sessions
12:00 pm — 1:45 pm
Luncheon with Keynote Speaker Senator Tom Daschle
2:00 pm — 3:30 pm
Concurrent Breakout Sessions
3:30 pm — 3:45 pm
Networking Break
3:45 pm — 5:00 pm
Concurrent Breakout Sessions
5:00 pm — 6:00 pm
Networking Happy Hour
Choose from: SNF
Skilled Nursing Session
SH
Seniors Housing Session
Crossover
Crossover Session
For session details please see pages 5-14 and visit our website for the most up-to-date conference and session information. Page 2
WHAT ATTENDEES ARE SAYING
‘‘
‘‘ The Investment Forum has become the single most
important event for owners, operators and investors.
Keynote Speakers:
Washington Insider Panel:
Senator Tom Daschle Senior Policy Advisor DLA Piper
Gary Zimmerman Senior Economist Federal Reserve Bank of San Francisco
Brian Fortune President & Chief Political Strategist Farragut Square Group
Randy Hardock Partner Davis and Harman, LLP
Robert Richman
Pat Mulloy
Culture Architect/Product Manager Zappos Insights
CEO Elmcroft Senior Living
Mark Parkinson
Find more info online For more information on this year’s keynote speakers, please visit our website at http://www.cvent.com/d/1cqxts/5K.
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President American Health Care Association
Alan Rosenbloom President The Alliance for Quality Nursing Home Care
WHAT ATTENDEES ARE SAYING
‘‘ It’s a great opportunity to reconnect, make new connections and ‘‘
get the latest thinking on issues. Who Attends:
Attendee Breakdown:
• Owners and Operators of small to mid-sized skilled nursing and seniors housing companies • Lenders and Investors — Institutional Investors — Pension Fund Managers/Advisors — Real Estate Managers/Advisors — Commercial Finance Companies — Venture Capitalists — REITs — Regional/Community Banks — HUD/FHA Lenders — Other Debt and Equity Financiers • Financial Intermediaries — Brokers — Investment Banks — Loan Servicers • Securities Analysts/Research Professionals • Developers • Reimbursement Professionals • Industry Association Executives
By Category:
40% Operator Debt and Equity 37% Provider/Intermediary 23% industry Services (Other)
By Title:
President, CEO, Chairman, 30% Other C-Level Executives 27% EVP, SVP, VP
Why You Should Attend? • Learn and be inspired • Network and build relationships • Position your organization for growth • Learn why and when to invest
23% Others 20% Director, Manager
Find more info online For more information on the attendee breakdown please visit our website at http://www.cvent.com/d/1cqxts/3K.
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Day 1
Featured
Pre-Conference Special Event: NIC MAP® Market Briefing Tuesday, March 5, 2013 | 2:00 pm — 4:30 pm NIC MAP® Market Briefing: Seniors Housing Market Trends & Outlook This pre-conference event will provide attendees with an overview of the latest industry trends and the outlook for 2013, with a particular focus on demand drivers including new construction and the recovery in occupancies—both to date and the expected future pace. The briefing will focus on: • The seniors housing market fundamentals • Which markets are outpacing and underperforming in terms of occupancies and rent growth • Property sales transaction trends • Recent market trends across U.S. metropolitan markets • Forecast of the near-term outlook for the seniors housing market Speakers at this pre-conference event include Mike Hargrave, VP of NIC MAP®, and Chuck Harry, NIC Managing Director and Director of Research and Analysis. Register early as this promises to be a sell-out event. Registration is $250, or just $75 for current MAP subscribers. Registration includes attendance to the NIC MAP® Market Briefing, refreshments, networking opportunities, plus speaker presentation takeaways with recent performance data.
To register for this event, please visit our website at http://bit.ly/TBAwGN.
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Day 2
#NICRegional
Featured
Wednesday Morning General Session 8:30 am — 10:00 am Lay of the Land from Washington Insiders NIC brings Washington to you! Forty-five days into the next Obama Administration and the new Congress, what will we have learned about the direction on key policy issues affecting seniors housing and skilled nursing? Brian Fortune, President & Chief Political Strategist, Farragut Square Group and sought after expert on healthcare policy, moderates a panel discussion with industry executives and lobbyists, representing both seniors housing and skilled nursing. How will the new Administration and Congress tackle the fiscal crisis they now face? Will Medicare bear the brunt of funding cuts? What will be the impacts and the opportunities from the unprecedented expansion of Medicaid under the Affordable Care Act? What will be the timeframe and the execution strategy for health insurance mandates and state health insurance exchanges? During a moderated Q&A session, you can ask the important questions that will help you plan strategically.
Moderator:
Brian Fortune President & Chief Political Strategist Farragut Square Group
Speakers:
Randy Hardock
Pat Mulloy
Partner Davis and Harman, LLP
CEO Elmcroft Senior Living
Mark Parkinson
Alan Rosenbloom
President American Health Care Association
President The Alliance for Quality Nursing Home Care
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Day 2
Wednesday Morning Breakout Sessions 10:30 am — 12:00 pm The Future of Medicaid: Program Prospects and Provider Positioning
SNF
The future of Medicaid in meeting escalating demands for chronic long-term care services is enveloped in a dramatically shifting landscape of healthcare reform and fiscal challenges. What are the payment prospects for serving this distinct and growing population? How threatened are providers who remain dependent on this payer source? Do exhibiting trends and future prospects present an opportunity for providers or grounds for an exit strategy?
What Operators are Saying About Post-Acute Care Partnerships in an ACO World
SNF
What steps can SNF operators take to prepare themselves for an ACO-driven world? A critical component is developing relationships with hospitals, health systems, managed care and physician groups to smooth transitions, navigate rehospitalizations, track clinical outcomes and measure quality-of-care even when resources are limited. A panel of skilled nursing operators will discuss how healthcare reform has affected the post-acute continuum, how they learned to steer through the challenges, what they are seeing in the marketplace today and what they envision for the marketplace of tomorrow.
Leading Through Innovation: Staying Competitive in a Rapidly-Changing Market
SH
One of the hallmarks of strong leadership is innovative thinking. Innovative leaders focus on the few key ideas that make a demonstrable difference in the way a company is run and in the quality-of-care provided to customers. This session is a moderated conversation among five innovative leaders representing companies at all levels of the seniors housing industry— from small to mid-sized regional providers to a larger national operator—about how they have used innovative thinking to achieve success at their companies. Real world examples include the use of technology to streamline and improve operations, building a strong company culture, building a company from the ground up, and turning around underperforming properties. Discussion will include using leadership to drive change and how innovative solutions can overcome limited resources on the path to greater success. Session attendees are encouraged to submit questions to the moderator prior to the session.
Current Debt Structures for Agency Financing: What Debt Option is Best for Your Asset?
Crossover
This is not the HUD you remember! Come learn about HUD's new regulatory changes and how they may impact the way you do business. Using case studies of recent transactions, panelists will give succinct overviews of the agency programs. When is HUD, Freddie or Fannie the right debt option? What does it take to qualify and how should you prepare? Learn how to properly structure bridge financing when the end goal is long-term agency debt. What are the things to look for and the common pitfalls to avoid?
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Day 2
Featured
Wednesday Luncheon With Keynote Speaker Robert Richman 12:00 pm — 1:45 pm What is the True Cost of Turnover? With labor costs the most significant expense for seniors housing and care communities, employers who create a culture that fosters employee growth and a feeling of purpose have better overall results. Organizational retention is key to success. Robert Richman is a culture architect who helps businesses create environments where people love to work. He will address the importance of building an environment where residents and staff feel empowered—a key for quality seniors housing and care operations where customer-focused service and resident-directed care give residents the opportunity to direct their lives and their care. The “Baby Boomers” will be more demanding than the customers of yesterday or today and Robert demonstrates that, with innovative thinking, you can strengthen employee retention, enhance revenue and give residents a better quality of life.
Robert Richman Culture Architect/Product Manager Zappos Insights
Biography: Robert Richman is a culture architect and author of The Culture Blueprint. Previously he launched and built Zappos Insights, the Zappos Family company dedicated to helping businesses with their cultures. As an intrapreneur within Zappos.com, Robert built the business model from a proof of concept web site, to a thriving multi-million dollar business helping over 1000 people every month. Business leaders, managers and entrepreneurs now take the Zappos Insights training to discover how a workplace can help people grow, inspire amazing service, and ultimately drive revenue. Previous to joining Zappos, Robert developed digital marketing strategies for brands including Tony Robbins, Sony, Billboard, and best-selling business authors. Robert co-founded the Affinity Lab, a collaborative workspace for entrepreneurs that continues to graduate over 150 businesses in Washington, DC. He is also a Georgetown-trained leadership coach, delivers keynote speeches on company culture, and advises leaders how to create self-sustaining cultures in their own organizations.
Choose from: SNF
Skilled Nursing Session
SH
Seniors Housing Session
Crossover
Crossover Session
Visit our website for up-to-date conference and session information or to register. Page 8
Day 2
Wednesday Afternoon Breakout Sessions 2:00 pm — 3:30 pm ACOs Part II: Building Partnerships with Managed Care and Health Systems that Stand the Tests of Time and Technology
SNF
If you want to play in today’s world of post-acute care, tracking clinical outcomes and reducing readmission rates is key to becoming a preferred partner. James Gomez, president of the California Association of Health Facilities, will moderate a discussion with industry experts focused on how tracking clinical outcomes and sharing data can help build strong partnerships with managed care and health systems. The panel will feature a managed care executive, a SNF post-acute provider currently using IT software to track and share outcomes as well as a software provider that focuses on outcomes and reducing readmissions.
Seniors Housing and Care 2.0—as Imagined by Today’s and Tomorrow’s Industry Leaders
SH
Seniors housing and care has been largely defined by four core property types. Enter the choice-conscious Baby Boomers. Their arrival as consumers—as well as the ongoing evolution of healthcare and wellness related technology—has created a pivot period for our industry. This demographic tailwind just getting underway is attracting an unprecedented amount of innovation-in-progress and, yes, developing business models that may have the effect of disrupting the existing paradigm of IL, AL, SNF and CCRC. How will seniors housing and care 2.0 be defined during the Boomer era? In this session you will learn what the growth drivers will be. NIC’s Future Leaders Council will share provocative interviews with today’s industry leaders about what’s next—as well as offering their own perspectives.
Tapping into Private Equity
SH
Private equity is an attractive source of capital for seniors housing operators but the structures are sometimes complex. This panel features executives from private equity groups focused on small to mid-sized regional operators. This session will discuss the appetite of PE for transitional properties, stable acquisitions, work-outs and repositioning as well as the considerations to be made before entering into a transaction. The panelists will discuss how the REITs’ recent $20 billion dollar buying spree has impacted the PE market and further refined their strike zone. Each panelist will speak to their firm’s recent successes and what they see in their pipelines. Questions will be addressed such as at what stage in the life cycle should operators get PE firms involved and how operators should initiate outreach. With an understanding of current trends, you’ll be ready to take advantage of the new wave of interest.
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Day 2
Wednesday Afternoon Breakout Sessions 3:45 pm — 5:00 pm Repositioning Your Aging Property
SNF
Serving the aging population doesn’t mean you should do so with dated properties. With the average age of skilled nursing facilities now 35 years, this means many facilities (and possibly even programming) are out of date. Add the impacts healthcare reform will have on the way you deliver care, and you know it’s time to think about repositioning your assets. This session will use real world examples to help operators learn how best to reposition a property from both a physical plant and a programmatic standpoint. The session will also include a financial analysis of the costs and benefits associated with different repositioning strategies.
Valuations: What Buyers are Paying for SNF Properties and Seniors Housing Communities in Today’s Market
Crossover
Hear three active buyers describe through the use of case studies what they are paying for skilled nursing facilities and assisted living communities in today’s market. They will discuss valuing both newer SNF and AL communities and older facilities in need of repositioning. Pose your own questions during the moderated Q&A and hear their perspective on market factors so you can understand what your property is worth.
A MESSAGE FROM ROBERT KRAMER, PRESIDENT OF NIC
‘‘ Innovative thinking is not just having a thousand ideas—it’s
being able to focus in on a few things that you think will make a demonstrable difference in the quality of what you provide the consumer, and therefore in the company’s performance for shareholders and investors.
‘‘
Choose from: SNF
Skilled Nursing Session
SH
Seniors Housing Session
Crossover
Crossover Session
Visit our website for up-to-date conference and session information or to register. Page 10
Day 3
Featured
Thursday Morning General Session 8:30 am — 10:00 am The National and Regional Economy in 2013: Factors Influencing Seniors Housing Demand The demand for seniors housing is influenced by a number of factors, including the health of the residential housing market and the status of the labor market. Gary Zimmerman, senior economist at the Federal Reserve Bank of San Francisco, will discuss the larger economic context that affects the seniors housing industry. He will provide a perspective on economic trends; both national and in the western U.S., with a particular focus on job growth and the housing market.
Gary Zimmerman Senior Economist, Economic Outreach Federal Reserve Bank of San Francisco
Biography: Gary Zimmerman joined the Federal Reserve Bank of San Francisco in 1973. As an economist, his research, analysis, and outreach activities support both the Economic Research and Public Information Departments. From 1996 to 1999, Gary served as the FDIC’s San Francisco Regional Economist. Gary’s research has focused on economic and banking topics in the Twelfth District. He has written articles on the regional economy, the high-tech sector in the West, and the cyclical behavior of industries like high-tech, aerospace, and construction. Other published research has covered community bank performance, banking industry competition, and foreign banking activities in California. Many of his research papers are published in the Bank’s Economic Letter and Economic Review and are available on the Bank’s website (http://www.frbsf.org). Gary earned his B.A. and M.A. in Economics from Cal-State East Bay (Hayward). He also has been a guest professor at the Wirtschaftsuniversität Wien (Economics University of Vienna) in Austria. Prior to that, he lectured on banking and financial institutions at the Graduate School of Business at Cal-State University, Hayward.
Choose from: SNF
Skilled Nursing Session
SH
Seniors Housing Session
Crossover
Crossover Session
Visit our website for up-to-date conference and session information or to register. Page 11
Day 3 Thursday Morning Breakout Sessions 10:30 am — 12:00 pm Ground Up Construction Financing for Skilled Nursing
SNF
Credit is easier to access when you can prove that you have stabilized income. It is no different in the world of skilled nursing finance. If you are a small to mid-size skilled nursing operator looking for ground-up construction financing but don’t have the advantage of showing stabilized income for an existing skilled nursing property, this session is all about what you need to know. What will capital providers be looking for? What is the best type of financing for you? Through case studies, this session will explore options for construction financing from a variety of perspectives, including those of a conventional lender, mezzanine lender, REIT, and an operator.
Managing Dual Eligibles While Integrating Care
SNF
Skilled nursing providers are feeling enormous pressure to lower costs while improving outcomes for post-acute and LTC residents. The potential benefits of aligning Medicaid and Medicare are prompting CMS to drive initiatives to integrate care. This is your chance to hear four key state executives whose states are enrolled in the 2013 Pilot CMS Program—State Demonstrations to Integrate Care for Dual Eligible Individuals—discuss what their states are proposing to do and what the outcomes will mean for skilled nursing operators. Speakers: • James Gomez, President, California Association of Health Facilities • Jim Carlson, President, Oregon Health Care Association • Richard Herrick, President, New York State Health Facilities Association • Peter Van Runkle, Executive Director, Ohio Health Care Association
Building Your Benchmarks for Seniors Housing Development
SH
How do you demonstrate value to investors? There is a great deal of data out there about the seniors housing industry, but it’s tough to figure out what numbers apply to your project. This session, using real world case studies, will identify industry data points, macro-economic trends, supply and demand factors, penetration rates, capital investment – and how they can help you get the financing you need. Learn what construction lending is available in seniors housing, what deals are getting done and how, who is lending on what terms, and what capital providers need from you. And, for those ready to pursue investors, understand the analytical tools that can help you and what to look for in a good market data feasibility study.
The Transformation of the IL Model: Temporary Shift or Permanent, Market-Driven Reality?
SH
The recession and the emerging desire of residents to “age in place” are transforming independent living and other types of care. Rising acuity levels are creating pressures for increased service delivery and staffing but residents and their families are extremely cost-conscious. Learn how forward-thinking owners and operators have positioned themselves to address these challenges. Three operators and a lender will reflect on what IL housing was historically, what it currently is, and what the “future” IL model may be. There will be moderated Q&A discussing details such as services in IL, pricing, staffing, turnover rates and how they have changed and will change in the future. Page 12
Day 3
Featured
Thursday Luncheon With Keynote Speaker Senator Tom Daschle 12:00 pm — 1:45 pm Health Care Reform Round Two: The Affordable Care Act Senator Tom Daschle is one of the key architects of the Affordable Care Act, a longtime advocate for healthcare reform and an active member of the Bipartisan Policy Center. Senator Daschle will provide a look at where healthcare reform is today and how the implementation of the legislation signed into law in 2010 may play out in terms of new regulations, pilot programs and health insurance exchanges. He will address questions of what he feels is working and not working, which policies have already gained momentum in the marketplace, and which provisions policymakers may try to adjust in the coming months. Learn what changes have the potential to affect the way you do business.
Senator Tom Daschle Senior Policy Advisor DLA Piper
Biography: Born in Aberdeen, South Dakota, Tom Daschle graduated from South Dakota State University in 1969. Upon graduation, he entered the United States Air Force where he served as an intelligence officer in the Strategic Air Command until mid-1972. Following completion of his military service, Senator Daschle served on the staff of Senator James Abourezk. In 1978, he was elected to the US House of Representatives where he served for eight years. In 1986, he was elected to the US Senate and eight years later became its Democratic Leader. Senator Daschle is one of the longest serving Senate Democratic Leaders in history and the only one to serve twice as both Majority and Minority Leader. During his tenure, Senator Daschle navigated the Senate through some of its most historic economic and national security challenges. In 2003, he chronicled some of these experiences in his book, Like No Other Time: The 107th Congress and the Two Years That Changed America Forever. Today, Senator Daschle is a senior policy advisor to the law firm of DLA Piper where he provides clients with strategic advice on public policy issues such as climate change, energy, health care, trade, financial services and telecommunications. Since leaving the Senate, he has distinguished his expertise in health care through the publication of Critical: What We Can Do About the Health-Care Crisis. His most recent book, Getting it Done: How Obama and Congress Finally Broke the Stalemate to Make Way for Health Care Reform, was published in October, 2010.
Find more info online
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For Senator Tom Daschle’s full biography please visit our website at http://www.cvent.com/d/1cqxts/5K.
Day 3
Thursday Afternoon Breakout Sessions 2:00 pm — 3:30 pm Growth and Exit Strategies for Skilled Nursing Operators
SNF
As a skilled nursing operator, what do you do when you think you need to grow but don’t know where to get the capital? Do you know when it is time to exit the sector? This session will examine growth by acquisition and exit strategies in the skilled nursing sector from both the operator and the capital provider perspective. Panelists will present case studies; 1) why one long-established operator exited the industry by selling his portfolio, 2) how an emerging regional operator is pursuing acquisitions and working with a lender to finance these deals, and 3) what obstacles and tactics a new operator to the sector faced financing his first and second deals.
Roadmap to Memory Care Development Success
SH
As the demand for memory care services continues to grow, so do the opportunities to build and to overbuild. This session will highlight essential aspects of the decision-making process when considering building a stand-alone memory care property or an addition to an existing AL property. Speakers will explain why the numbers are critical when determining when and where to build and why performing your due diligence and analyzing the data will help you avoid developing in an overbuilt market. Learn how integrating key design elements and value-add engineering can create a therapeutic environment—while overlooked elements can lead to licensing pitfalls. Also, hear how to make underwriting and financing these communities easier.
Accessing the Capital: Acquisition and Refinancing in Seniors Housing
SH
Financing is a necessary component of success for all types of seniors housing operators. In this session, moderated by a seasoned financing professional, three owner/operators will discuss specific examples of successful deals involving acquisition financing and a refinancing. The case studies, focusing especially on senior and/or subordinate debt financing, will offer practical advice and relevant insight into how operators can close their next deal and work better with equity and debt providers. Expect an informative as well as interactive discussion.
Register by January 23, 2013 and save $500. Click here for more information. Page 14
Day 3
Thursday Afternoon Breakout Sessions 3:45 pm — 5:00 pm Measuring Performance: How to Improve Your NOI
SH
Providing quality care and excellent customer service efficiently is paramount to success in seniors housing. Three operations experts, representing different seniors housing product types, will provide insight and answer your questions about how you can increase resident satisfaction and provide top quality care while improving the value of your community and sustaining long-term bottom-line growth.
Pros and Cons of Leasing Versus Owning: Capital Structure Options for Operators
Crossover
For owners and operators of skilled nursing and seniors housing properties who are navigating the dizzying array of financing options, the process may start with a fundamental choice: own or lease? Presenters will discuss the pros and cons of leasing versus owning, how to determine the short and long-term financing goals and the best option for your asset type and long term strategic plan. Presented through recent real-world case studies, speakers will identify different types of capital stack structures, along with the decision-making strategies and tools to help companies determine which financing works best for them.  
Find more info online For up-to-date information on all the 2013 NIC Regional Conference session descriptions, moderators and speakers, please visit our website at http://www.cvent.com/d/1cqxts.
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Thank You to Our NIC Partners NIC gratefully acknowledges its premier and official partners for their continued support of our events.
Premier Partners
Official Partners
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2013 NIC REGIONAL CONFERENCE PLANNING COMMITTEE Leadership Stephanie Anderson
Dan Biron
Consultant Meridian Realty Advisors
Senior Vice President Berkadia
Angela Mago
Doug Korey
Conference Chair Executive Vice President KeyBank Real Estate Capital-Healthcare Group
Managing Director Contemporary Healthcare Capital, LLC
Planning Committee Members
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Lisa Burgess
Don Ambrose
Bianca Andujo
President Ambrose Capital Group
Senior Vice President Bank of Texas/BOK Financial
Mark Davis
Chip Gabriel
President Healthcare Transactions Group, Inc.
President Generations, LLC
CEO/President California Association of Health Facilities
Paul Gordon
Steve Graham
Bre Grubbs
Partner Hanson Bridgett, LLP
Senior Investment Officer Ventas, Inc.
New Business Director Leisure Care
Imran Javaid
Mike Julian
Managing Director Healthcare Real Estate Capital One Bank
Vice President Asset Management HCP, Inc.
Senior Vice President of Finance Post Acute Partners Capital Group
Jim Gomez
Eric Kammerer Managing Director - Real Estate MidCap Financial, LLC
2013 NIC REGIONAL CONFERENCE PLANNING COMMITTEE Planning Committee Members (Continued) Peter Kane
Don Kelly
Joseph McCarron
Managing Director The PrivateBank
Director CapitalSource
Principal Capital Care Associates, LLC
Paul Mullin
Photo Not Shown
Paul Nevala
Vice President of Development Silverado Senior Living
Senior Vice President, Investment Research Group GE Capital, Healthcare Financial Services
Joshua Rosen
Wallace Saunders
Executive Vice President and Team Leader Beech Street Capital
President & Chief Financial Officer Senior Living Communities
Bill Shorten Founder & Principal Cascade Living Group
Jim Thompson Senior Vice President/ Managing Director Capmark Bank
Mike Stephen Senior Vice President Marketing Health Care REIT, Inc.
Ryan Novaczyk Chief Financial Officer New Perspective Senior Living
Kenneth Segarnick Chief Corporate Officer Brandywine Senior Living
Scott Stewart Managing Partner Capitol Seniors Housing
Joe Weisenburger Vice President of Senior Housing Health Care REIT, Inc.
WHAT ATTENDEES ARE SAYING
efficient way to network and ‘‘Athevery seminars provide industry insight.
#NICRegional
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Attendee Resources Online Conference Community Registered attendees will have access to the 2013 NIC Regional Conference Online Community beginning in mid-January: • Network and connect with peers before, during and after the event • Schedule private meetings in advance • Utilize networking space diagrams to schedule meetings • Choose the sessions you want to attend • Submit questions to the session moderators in advance
Networking Lounge The Networking Lounge will be open the duration of the conference. The lounge, located on the Indigo Level, is quiet and ideal for semi-private meetings and will be equipped with complimentary wireless access.
Courtesy of:
Event Guide to Investors The Event Guide to Investors lists contact information for registered lenders, investors and financial intermediaries. Attendees receive a print version onsite, and it will be available for download in the Attendee Resources section of the conference website.
Courtesy of:
Speaker Presentations Visit our event website to view speaker biographies and session information at http://www.cvent.com/d/1cqxts/5K.
NIC Data Center and Cyber Café The NIC Data Center and Cyber Café will be available as a resource to NIC conference attendees. Representatives from NIC will be available to answer all of your research and data-related questions, and to provide complimentary demonstrations of the web-based tools and reports available to subscribers through the NIC MAP® Data & Analysis Service. Publications available for purchase will include:
Courtesy of:
• NIC Investment Guide 2012: Investing in Seniors Housing & Care Properties • NIC MAP® Monitor
The NIC Cyber Café also features access to email and internet, as well as printers for small print jobs.
Mobile Device Charging Kiosk Stay charged and connected throughout the event! A charging kiosk will provide compatible plugs for a variety of mobile devices including iPhone, iPad, microUSB, Blackberry and more. Please visit the kiosk in the Sapphire West Foyer.
Courtesy of:
Pedicabs See the beautiful city of San Diego by bike-powered transportation with complimentary Pedicab service. Pedicabs will be waiting at the doors of the Hilton to take attendees to dinner in San Diego’s Gaslamp District.
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Courtesy of:
REGISTRATION How to register To register for the 2013 NIC Regional Conference, visit our website at http://bit.ly/TBAwGN.
Rates Register on or before the Early Bird Deadline, January 23, 2013 and save $500.
Early Bird Rate
Standard Rate
(By January 23)
(After January 23)
General Rate
$1,300
$1,800
Operator Rate*
$1,000
$1,500
Rates
*Go to http://bit.ly/TBAwGN for guidelines on registering as an Operator.
In order to receive the discounted rate, your paid registration must be received by 11:59 p.m. January 23, 2013 ET. After this date the standard rate applies, and we cannot guarantee that you will be listed in the printed Attendee Listing distributed on-site. If you cancel by February 6, 2013 you will receive a full refund less a $250 processing fee. Registrations cancelled after February 6, 2013 are non-refundable and forfeited fees may not be transferred to a future NIC event.
Hotel Reservations Host Hotel: Hilton San Diego Bayfront, 1 Park Boulevard, San Diego, CA 92101 NIC has negotiated a single occupancy room rate of $249. Once your registration is complete, you will receive a confirmation email with details to make your hotel reservation. Rooms sell out early, so please register and secure your room at this year’s host hotel. Page 20
Conference Sponsors Platinum Sponsors Aviv REIT, Inc. Attendee Briefcase
Genesis Rehab Services NIC Cyber Café
Berkadia Thursday Networking Luncheon and Keynote Speaker
Greystone Wednesday Luncheon and Kosher Accommodations
CapitalSource Lanyards and Badges
Lancaster Pollard Hotel Room Keys and Sleeves
Contemporary Healthcare Capital, LLC Final Program and Kosher Accommodations
MidCap Financial, LLC Wall Street Journal Deliveries
Gold Sponsors Beech Street Capital Continuous Beverages and Kosher Accommodations
Housing and Healthcare Finance, LLC Conference Water Service
Cambridge Realty Capital Companies Attendee Listing
KeyBank Real Estate Capital Half of the “Meet the Capital Providers” Reception
Capital One Bank Half of the Opening Reception
National Health Investors Happy Hour Reception
Formation Capital, LLC Elevator Clings
Polsinelli Shughart Half of the “Meet the Capital Providers” Reception
GE Capital, Healthcare Financial Services Event Guide to Investors
RED CAPITAL GROUP Tuesday Evening Amenity and Pedicab
Health Care REIT, Inc. Half of the Opening Reception
Silver Sponsors Capital Funding, LLC Starbucks Coupons
RealPage Senior Living Audio Visual
Christenson Advisors Conference Pens
The PrivateBank Networking Lounge
Kwalu Mobile Device Charging Kiosk
Walker & Dunlop Session Recordings
Love Funding Wednesday Evening Amenity
Bronze Sponsors Limitless Technology Speaker Ready Room
Madison Commercial Real Estate Investment Services Kosher Accommodations
Sustaining Research Sponsors
Media Sponsors
Capital Care Associates BDO USA, LLP
France Media Institutional Real Estate, Inc. (IREI) Long Term Living McKnight’s Long-Term Care News & McKnight’s Assisted Living National Real Estate Investor (NREI) Provider Magazine Senior Living Executive Senior Care Investor & Senior Living Business Senior Housing News Real Estate Media Group/GlobeSt.com
Industry Sponsors American Health Care Association/National Center for Assisted Living (AHCA/NCAL) Assisted Living Federation of America (ALFA) American Seniors Housing Association (ASHA) Erickson School of Aging Studies Page 21
Sentio Investments Coffee and Networking Break
ABOUT NIC Mission Statement As a mission driven organization, NIC is focused on facilitating informed investment in the seniors housing and care industry.
Research & Data Efforts As an impartial observer and unbiased source, NIC has become a primary link between the financial markets and seniors housing operators/developers, connecting each side through relevant research and actionable data.
Conferences & Events Our conferences create environments that provide unparalleled networking opportunities, high-caliber educational programming, and best in-class data to assist in deal-making opportunities. Proceeds from our events are used to fund data and research on issues that are reshaping the seniors housing and care industry as they relate to investors, lenders, owners, and operators. Our in-depth and timely reports help all segments of the industry to strategically position themselves for future growth.
Register by January 23, 2013 and save $500. Click here for more information.
Copyright 2013. National Investment Center for the Seniors Housing & Care Industry (NIC).
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