THE SUMMIT

CLIENT-EXCLUSIVE ANNUAL HOUSING CONFERENCE

JUNE 6–7, 2018 | LAGUNA BEACH, CA

CONFERENCE AGENDA

DAY ONE JUNE 6, 2018

BREAKFAST AND REGISTRATION 7:30 AM – 8:30 AMINTRODUCTIONS AND POLLING 8:30 AM – 9:30 AMOPENING PRESENTATION 9:30 AM – 10:00 AMPANEL AND ROUNDTABLE 10:00 AM – 11:50 AMLUNCH 11:50 AM – 12:50 PMPANELS 12:50 PM – 2:10 PMKEYNOTE PRESENTATION 2:10 PM – 2:50 PMPANELS AND ROUNDTABLE 2:50 PM – 5:15 PMCOCKTAIL RECEPTION 5:15 PM – 6:15 PMDINNER 6:15 PM – 8:00 PM

DAY TWO JUNE 7, 2018

BREAKFAST AND NETWORKING 7:00 AM – 8:00 AMKEYNOTE PRESENTATION 8:00 AM – 8:30 AMPANELS AND ROUNDTABLE 8:30 AM – 12:30 PMCONFERENCE WRAP UP 12:30 PM – 12:40 PM

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We are pleased to be hosting this event at the beautiful Montage Resort in Laguna Beach, CA.

The Montage Laguna Beach

DAY ONE JUNE 1, 2017DAY ONE JUNE 6, 2018

BREAKFAST AND REGISTRATION 7:30 AM – 8:30 AM

LIGHTNING ROUND: INTRODUCTIONS 8:30 AM – 9:20 AM

ATTENDEE POLL 9:20 AM – 9:30 AM

THE NEW WORLD: HOUSING IN 2018 AND BEYOND

9:30 AM – 10:00 AM

Opening Presentation

BREAK 10:00 AM – 10:20 AM

GROWTH STRATEGIES 10:20 AM – 11:05 AM

John Burns Chief Executive Officer John Burns Real Estate Consulting

The biggest companies in the industry share how they plan to get bigger.

THE SUMMIT

John Burns presents his view of the cycle and the best strategies of 2018.

Panel

Steve HiltonChairman and CEO Meritage Homes

Jordan BroggiVice President, FP&A The Home Depot

Alan Norris Chairman and CEO Brookfield Residential

Jonathan EllenzweigManaging Director Tricon Capital Group

LESSONS LEARNED 11:05 AM – 11:50 AM

We will assign individuals to a diverse table to share discussion of everyone’s lessons learned in the last year. The discussion will be kept confidential and led by one of our team members.

Roundtable Discussion

LUNCH 11:50 AM – 12:50 PM

DEBT STRATEGIES 12:50 PM – 1:30 PM

Capital to help grow your business comes with strings attached. Hear directly from some of the biggest capital sources in the industry.

Panel

Melissa AbelExecutive Vice President Texas Capital Bank

Steve BensonChief Executive Officer Community Development Capital Group

John HutchinsonPresident Trez Capital

George AuerbachDirector of Research Pretium Partners

NEW OPPORTUNITIES (OR DISRUPTIONS) 1:30 PM – 2:10 PM

Building, selling, and renting homes has changed forever. How much more will the industry change? Hear from those taking advantage of the change opportunities.

Panel

Nate HarbacekDirector, Finance and Capital Markets Opendoor

Margaret WhelanFounder and CEO Whelan Advisory

Adrian FoleyPresident and COO Brookfield Residential

Jerry ColemanCo-Founder and Co-CEO Offerpad

INDUSTRY DISRUPTION 2:10 PM – 2:50 PM

KEYNOTE Presentation

Spencer RascoffChief Executive Officer Zillow

KEYNOTE SPEAKER

BREAK 2:50 PM – 3:10 PM

NEW OPPORTUNITIES OR DISRUPTIONS 3:10 PM – 3:50 PM

You will be assigned to a new table with completely different people to discuss how new technologies are disrupting or leading to opportunities for your business.

Roundtable Discussion

CHANGING CONSUMER TRENDS 3:50 PM – 4:30 PM

John Burns Real Estate Consulting executives will share the results of our research on each generation’s and region’s home rental, buying, and design trends.

Panel

Jody KahnSenior Vice President John Burns Real Estate Consulting

Dean WehrliSenior Vice President John Burns Real Estate Consulting

Ken PerlmanPrincipal John Burns Real Estate Consulting

Sidney PellManager, Consumer and Product Insights John Burns Real Estate Consulting

Mikaela SharpConsultant John Burns Real Estate Consulting

NEW SOLUTIONS 4:30 PM – 5:10 PM

Panel

Learn from the game changers regarding factory building, rental communities, smart homes and newly configured floor plans.

Tom MitchellPresident and COO Tri Pointe Group

Mike SimsSVP-Sales, Marketing & Strategy LP Building Products

Chris WeekleySenior Vice President David Weekley Homes

COCKTAIL RECEPTION 5:15 PM – 6:15 PM

Networking and Dinner

DINNER 6:15 PM – 8:00 PM

DAY ONE WRAP UP 5:10 PM – 5:15 PM

Summary

JUNE 1, 2017DAY TWo JUNE 7, 2018

BREAKFAST 7:00 AM – 8:00 AM

THE SUMMIT

GOVERNMENT POLICY’S IMPACT ON HOUSING 8:00 AM – 8:30 AM

Keynote Presentation

Doug DuncanChief Economist Fannie Mae

KEYNOTE SPEAKER

Mark WolfChief Executive Officer AHV Communities

BIG OPPORTUNITIES 8:30 AM – 9:00 AM

Learn from executives who have made $100 million+ contrarian investments recently.

Panel

BREAK 9:40 AM – 10:00 AM

NEW CAPITAL FOR YOUR COMPANY 9:00 AM – 9:40 AM

Foreign buyers, a new set of family office and pension funds, and shifts in the public markets have all changed how your company accesses capital. Learn from the experts what is changing.

Panel

MERGERS AND ACQUISITIONS 10:00 AM – 10:40 AM

Big public companies, large foreign companies, the country’s largest manufactured housing builder, and focused private equity firms have all been buying housing companies. Learn why and how.

Panel

Brendan BosmanManaging Director Varde Partners

Larry WebbChief Executive Officer The New Home Company

Jason KellerManaging Director Oaktree Capital Management

Katie SteinManaging Director J.P. Morgan

Don FayePrincipal Presidio Residential Capital

Dan SchwaeglerSenior Vice President Starwood Capital

Steve WylderSenior Vice President, Investments iStar

Hector CalderonPresident Builder Advisor Group

Mark McLaughlinChief Executive Officer Pacific Union International

Dallas TannerChief Investment Officer Invitation Homes

Todd TomalakSenior Vice President John Burns Real Estate Consulting

WRAP UP 12:30 PM – 12:40 PM

Closing

Lunch on your own, ideally with someone you met at The Summit who can help you further your business goals.Lunch

SUMMIT SUMMARY 11:30 AM – 12:30 PM

Discuss the biggest surprises of the last two days and the biggest opportunities. Identify what changes you will make to your strategy because of it.

Roundtable Discussion

FORWARD THINKING INVESTMENT IDEAS 10:40 AM – 11:10 AM

Three groups with money to deploy share the investment opportunities they are looking for over the next year.

Panel

Andy StewartManaging Partner Argosy Real Estate Partners

Jay MasonVice President, Market Intelligence Pulte Group

Jason CohenPortfolio Manager Buckingham Capital Management

OPEN MIC 11:10 AM – 11:30 AM

John will lead an open discussion where any attendee will be allowed to succinctly share something important with the room. This might include a topic we completely missed, or something they completely disagree with or needs clarification.

Open Discussion