Copyright © 2007-08 Benjamin S. Crocker Symposium. All rights reserved.
235 Montgomery St., Ste. 868
San Francisco, CA 94104
Robert "Bob" Beeney joined The Greenwich Group International as Managing Director in the San Francisco office in September 2005. He has over 35 years of real estate experience in acquisitions, dispositions, corporate services and consulting in the US and Canada. Mr. Beeney has associated with The Greenwich Group International on West Coast investment sales and consulting assignments over the past six years. He has wide international investment experience representing UK, European, Middle Eastern, Hong Kong and Australian clients' interests in US property, and US clients regarding UK, European and Asian assets.
Prior to joining The Greenwich Group International, Mr. Beeney for 16 years headed a real estate consulting and investment brokerage practice in San Francisco, advising local, national and international investors. In addition to negotiating investment sales and leases in California, New York, and Florida, he has advised on a number of merger and acquisition assignments involving real estate service companies. Prior to forming his own firm, Mr. Beeney established the Capital Markets Division of Marcus & Millichap where he recruited the team and directed this division of the company selling major investment properties. In 1978, Mr. Beeney joined Simon Milde, Gary Barth and Larry Baucom as founding US partners of Jones Lang Wootton USA, his primary responsibility being West Coast business, as resident partner in Los Angeles and San Francisco.
Mr. Beeney is a Fellow of the Royal Institution of Chartered Surveyors (Harriott prizewinner) and was educated at the University of London, College of Estate Management. He served as independent trustee of the Heitman PRA REIT mutual fund and an independent US director of London & Edinburgh Trust. .
Susan Jennifer Booth
Holland + Knight
Susan J. Booth is the head of the West Coast Real Estate Group. Ms. Booth counsels domestic and international commercial banks, pension funds, private equity funds and REITs on a variety of real-estate matters, ranging from secured lending transactions (acquisition, development, construction, revolving, permanent, mezzanine and Shari'ah compliant), post-financing asset management, workouts, deeds-in-lieu and REOs. Ms. Booth has extensive experience in negotiating, drafting and successfully closing large commercial financing transactions involving shopping centers, hotels, condominiums, office buildings, industrial parks, senior-living centers and residential, commercial and mixed-use developments. She has also devoted a substantial amount of time to assisting lenders in developing and implementing strategies to resolve the issues arising from non-performing assets. Additionally, Ms. Booth has experience with commercial purchase/sale transactions, leasing and property management.
Ms. Booth has organized, written and edited materials, and been a speaker on numerous programs (in California and nationally), on such topics as financing ground lease transactions, risks and pitfalls in hotel and condotel financing, navigating through California's anti-deficiency laws, loan workouts (before and after bankruptcy), providing a roadmap through the defeasance process, trends in debt and equity markets and the impact on a real estate lender resulting from the unenforceability of a jury trial waiver in California.
Professional Honors & Awards
Dale C. Boyles
Monarch Senior Living
Dale is the former Vice President of Operations, Northwest, for Sunrise Senior Living. At Sunrise, Dale ran a portfolio that generated in excess of $100 million annually in markets from Fresno to Seattle. Dale has over 10 years experience in senior housing. Dale opened and filled the first purposely built Sunrise assisted living community in the State of California (Petaluma). Having successfully learned how to run one community, Dale was promoted to the regional manager of Southern California. From 1999 - 2004 he was involved in the rapid growth of the Sunrise Southern California portfolio, where he led a regional team that opened more than 15 properties throughout the Southland.
During Dale’s tenure, Sunrise Assisted Living acquired Marriott Senior Living Services. Dale was instrumental in planning and executing the take-over strategy for the 16 assets in California. With the success of Southern California and a new MBA from the University of California (Irvine), Dale was promoted to V.P of Operations, Northwest, to bring the Sunrise culture and mission back to the region. Utilizing his knowledge and passion for seniors, Dale implemented a “back to basics” approach and led the Northern California team caring for the frail elderly to new levels of commitment. The outcome of Dale’s leadership and the efforts of his team was average occupancy above 98%, with his overall portfolio of communities finishing 2005 with the highest average occupancy in Sunrise's entire portfolio (94.4%).
Dale also has experience working closely with several capital partners to identify, plan and execute acquisition strategies for under-performing assets in the Northern California market. Dale served the assisted living industry through his active participation on the Board of Directors of the California Assisted Living Association (CALA) and its Education Committee.
Dale is a graduate of San Jose State University in San Jose, CA (B.S.) and the University of California, Graduate School of Management in Irvine, CA (MBA). Dale was born in San Jose, CA and currently lives in Concord with his wife and two children.
State of California
Edmund G. Brown Jr., known as Jerry, was born in San Francisco on April 7, 1938. He attended both public and parochial schools, graduating from St. Ignatius High School in 1955. He completed his freshman year at the University of Santa Clara before entering Sacred Heart Novitiate, a Jesuit seminary in August 1956. Two years later, he took vows of poverty, chastity and obedience. In 1960, he left the Society of Jesus and enrolled at the University of California at Berkeley. He received his B.A. degree in Classics the next year and then entered Yale Law School, where he graduated in 1964.
Following law school, Brown worked as a law clerk to California Supreme Court Justice Mathew Tobriner, traveled and studied in Mexico and Latin America and then took up residence in Los Angeles, working for the prestigious law firm, Tuttle & Taylor. In 1968, he helped qualify a slate of presidential delegates to oppose the re-nomination of President Lyndon Johnson. The following year, Brown was elected to the Los Angeles Community College Board of Trustees, placing first in a field of 124. In 1970, he was elected California Secretary of State. During his term, he forced legislators to comply with campaign disclosure laws, exposed President Nixon’s use of falsely notarized documents to improperly earn a large tax deduction and drafted and helped pass the California Fair Political Practices Act. Brown personally argued before the state Supreme Court and won against Gulf, Mobile and Standard Oil for election law violations (Brown vs. Superior Court).
Brown was elected Governor in 1974 and reelected in 1978, by over one million votes.
During Governor Brown’s tenure, California produced 25% of the nation's new jobs. His eight years in office are generally considered among the most innovative in American history. He established the first agricultural labor relations law in the country, enacted collective bargaining for teachers and other public employees, started the California Conservation Corp (CCC), signed into permanent law the California Coastal Protection Act, earned federal protection of Northern California wild and scenic rivers, brought about the country's first building and appliance energy efficiency standards and made California the leader in solar and alternative energy.
Brown appointed more women, Asians, Latinos and African-Americans to high government positions than any other chief executive. He also created the nation’s first Wellness Commission, the Office of Appropriate Technology, the Native American Heritage Preservation Commission and the California Commission on Industrial Innovation. As president of the University of California Regents, Brown successfully sponsored the establishment of the prestigious Institute on Global Conflict and Cooperation. Brown legalized the practice of Acupuncture and strongly supported the rights of chiropractors, osteopaths and lay midwives. He also significantly expanded apprenticeship programs and created the California Worksite Education and Training Act (CWETA). He mandated every high school district to establish clear graduation standards and successfully fought for increased math and science requirements for both the California State University and University of California systems. Finally, Brown restructured the California Arts Commission so that it was composed of practicing artists and increased funding by 1300%.
In the field of crime fighting, Brown enacted hundreds of tough anti-crime measures, including the “Use A Gun Go To Prison” Law and mandatory sentences for rape, sale of heroin, violent crimes against the elderly, child molestation and selling PCP. He established and funded the Career Criminal Prosecution Program, the Career Criminal Apprehension Program and the Crime Resistance Task Force.
After his defeat by Pete Wilson in the 1982 U.S. Senate race, Brown lectured widely, led delegations to China and the Soviet Union, studied Spanish in Mexico, spent six months in Japan studying Japanese culture and Buddhist practice, worked with Mother Teresa in India at the Home for the Dying and traveled to Bangladesh as a CARE ambassador of good will during the devastating floods of 1988.
Brown again practiced law in Los Angeles and in 1989 became chairman of the state Democratic Party. He resigned that position in 1991, expressing his disgust with the growing influence of money in politics, and sought the 1992 Democratic Presidential nomination. During that campaign he refused to take contributions larger than $100 and used an "800" number to raise funds.
Despite limited financial resources, Brown defeated Bill Clinton in Maine, Colorado, Vermont, Connecticut, Utah and Nevada during the 1992 Presidential primaries and was the only candidate other than Clinton to receive enough voter support to continue until the Democratic National Convention.
In 1998, Brown ran for mayor of Oakland against 11 other candidates and won in the primary with 59% of the vote. Before taking office, he successfully passed a voter initiative, changing the ceremonial office of mayor to that of a “Strong Mayor” form of city government. Brown was re-elected in 2002 with 64% of the vote.
Upon taking office, Brown emphasized three goals: reducing crime, revitalizing the downtown and encouraging charter schools. All 3 have been accomplished: Going into his eighth year, crime is down over 30 percent, new housing units for more than 10,000 people have been approved and are either built or under construction, and several excellent charter schools have been established. Brown has fought for tougher laws to keep criminals off the streets by imposing a strict curfew for those who have committed serious crimes at night and was a leader in the campaign to defeat Proposition 66 - an attempt to dismantle California's three strikes law.
Brown personally founded the Oakland School for the Arts and the Oakland Military Institute. Both schools serve students from the 6th grade through the 12th and are among the best performing schools in Oakland.
On June 18, 2005, Brown married Anne Gust in a ceremony officiated by Senator Dianne Feinstein. Later the same day, they had a Catholic ceremony at St. Agnes, the San Francisco church where Jerry was baptized and his parents were married. The marriage is the first for both.
Edward J. Casey
Weston Benshoof Rochefort Rubalcava MacCuish LLP
333 South Hope Street
Los Angeles, CA 90071
tel: (213) 576-1005
Mr. Casey represents residential, retail and commercial developers, lenders, and manufacturers in land use matters, including those arising under the California Environmental Quality Act (CEQA). His practice encompasses every facet of the entitlement process, from pre-acquisition due diligence to permitting and litigation. He has also advised developers on such diverse issues as the re-use of contaminated property (known as "Brownfields"), the preservation of historical resources, and Coastal Act issues.
Mr. Casey´s practice increasingly focuses on water supply issues arising from development projects. For example, he has represented private landowners and developers in connection with securing sufficient water supplies for their projects in accordance with recent water supply legislation. Such work covers a wide range of water sources, such as the production of groundwater, multi-party agreements for the transfer of surface water from other jurisdictions, and the use of riparian waters. Such work also typically includes complex annexation issues and sewer capacity agreements. As a result of these matters, Mr. Casey has developed relationships with numerous public water agencies.
University of Chicago, J.D., cum laude, 1985 (Associate Editor, University of Chicago Law Review, 1984-1985)
Hofstra University, B.A., magna cum laude, 1982, Phi Beta Kappa
Professional Memberships and Activities
President, Los Angeles Headquarters, Association; Member, Urban Land Institute; Member, Urban Water Institute.
Mr. Casey has written articles and given speeches on various environmental issues and land use law,including CEQA, developer fees and the redevelopment of contaminated property.
United States Department of Housing and Urban Development
Henry Cisneros serves as executive chairman of CityView, a national housing investor that provides financing for America’s urban homebuilders and offers its partners support unsurpassed within its industry. In addition to project equity, CityView offers builders debt financing, insurance, entitlement support, community outreach, and project marketing. CityView has offices in Chicago, Dallas, San Antonio and is headquartered in Santa Monica. CityView currently has over 6,000 units under development in 14 states.
From 1997-2000, Mr. Cisneros was president and chief operating officer of Univision Communications, the Spanish-language broadcaster which has become the fifth most-watched television network in the nation.
From 1993 to 1997, Mr. Cisneros served as Secretary of the U.S. Department of Housing and Urban Development. As a member of President Clinton’s Cabinet, Secretary Cisneros was assigned America’s housing and community development portfolio. He is credited with initiating the revitalization of many of the nation’s public housing developments and with formulating policies which have contributed to today’s record homeownership rate.
Governor Gray Davis (ret.)
Loeb & Leob LLP
Gray Davis was overwhelmingly elected the 37th Governor of California on November 3, 1998, winning 58 percent of the statewide vote. Despite a wave of Republican victories across the nation in 2002, Davis was re-elected to a second term.
Throughout his tenure, Governor Davis made education his top priority, signing legislation to strengthen California's K-12 education system, increasing accountability in schools, and expanded access to higher education with a record number of scholarships and college loans. These reforms led to the recent improvement in student SAT scores and to the improvement of student achievement scores for six consecutive years.
Governor Davis presided over California during a massive economic expansion that took California's economy from the 7th to the 5th largest economy in the world. During the economic boom, he made record investments in California's infrastructure, created four Centers of Science and Innovation on UC campuses, and expanded the state's Healthy Families program to provide health insurance for an additional 1 million children. In response to the energy crisis which threatened the public's safety and the state's economy, Governor Davis utilized emergency powers to streamline the permitting process of power plants without compromising environmental standards. This allowed for the construction of 24 new power plants and added more than 9,000 megawatts of new electricity to California's energy grid, which helped stabilize the energy market.
Shaped by his experience as a Captain in the U.S. Army during the Vietnam War, for which he was awarded the Bronze Star, Gray Davis throughout his career fought to provide greater opportunities for the next generation of Californians.
Over the course of 28 years in public service, Governor Gray Davis has become known for a quiet tenacity that has made him one of the most effective problem-solvers in California government. Prior to serving as Governor, Davis served one term as Lieutenant Governor from 1995-1998. During this period he focused on his efforts to keep jobs in California and encourage new and fast-growing industries to locate and expand in the state. State Controller (1987-95), State Assemblyman (1982-86) and Chief of Staff to Governor Edmund G. Brown Jr. (1975-1981).
In 2006 Governor Davis served as a visiting fellow at the UCLA School of Public Policy, and he continues to speak before various academic and civic groups about his experiences as Governor as well as share his perspectives on the current political debates facing our state and country.
Today, Governor Davis is Of Counsel in the Los Angeles office of Loeb & Loeb LLP, a 250 attorney, multi-service law firm. In this capacity, he provides strategic advice and counsel to both Loeb & Loeb and its clients on numerous matters and creates opportunities to expand the firm's client base through his extensive network.
With 30 years of experience in the real estate accounting industry, Scott Farb is the Managing Principal of the Los Angeles office of Reznick Group, a national accounting firm with offices and clientele throughout the United States and worldwide.
Scott has extensive experience with public and private real estate companies along with specific expertise in working with private equity funds, pension funds investing in real estate, commercial and residential property owners and operators, hotels and resorts, real estate developers, homebuilders and land developers.
Prior to joining Reznick Group, Scott served for twenty years as a senior partner at Kenneth Leventhal & Company, continuing in that capacity after the firm’s merger with Ernst & Young.
Through Scott’s continuing commitment to education, he has conducted numerous lectures and written dozens of articles on technical accounting and real estate matters. Because of his specialized expertise, he has written for and is quoted frequently in the Los Angeles Business Journal, Commercial Property News, Southern California Real Estate, Real Estate Forum, Pension and Investments, National Real Estate Investor, Commercial Investments in Real Estate, California Real Estate Journal, and The Journal of Accountancy, among others.
Scott is active in numerous industry organizations including the Urban Land Institute, Pension Real Estate Association (PREA), the National Council of Real Estate Investment Fiduciaries (NCREIF) and the National Association of Industrial and Office Properties (NAIOP), where he serves as a member of its Southern California Chapter’s Board of Directors. He also serves on the Advisory Board of Real Estate Southern California and a member of both the American Institute of Certified Public Accountants and the California and New York State Society of Certified Public Accountants.
Scott received his undergraduate degree, Magna Cum Laude, from Hofstra University, New York, and is a George F. Baker Scholar.
Lewis G. Feldman
Goodwin Procter LLP
10250 Constellation Boulevard, 21st Floor
Los Angeles, CA 90067
Areas of Practice
Lewis G. Feldman, a partner in the firm’s Business Law Department, is a member of Goodwin Procter’s National Executive Committee. He serves as the Chair of Goodwin Procter LLP’s Los Angeles offices and heads the firm’s Public/Private Development practice. Mr. Feldman is considered to be among the nation’s leading real estate and public finance attorneys, specializing in structuring, entitling, and executing large-scale financings for real estate industry participants and the public sector.
Work for Clients
Mr. Feldman has advised clients on more than $70 billion in debt and equity financings for market-rate and affordable apartments, master-planned residential communities, industrial and manufacturing facilities, urban entertainment centers, primary, secondary and university educational facilities, retail malls, hospitals, mixed-use projects, destination resorts and hotels, brownfield remediation, green building, mitigation banks, transportation projects and all forms of public infrastructure.
Mr. Feldman is a founding member of and serves on the Board of Directors of the University of California, Los Angeles, Ziman Center for Real Estate; the University of Southern California, Lusk Center for Real Estate; the City of Hope Cancer Center Real Estate Industry Council; and the United Way of Greater Los Angeles. He is a member of the Urban Land Institute, the National Association of Real Estate Investment Trusts, the National Association of Bond Lawyers, California's Coalition for Adequate School Housing and the International Council of Shopping Centers. Mr. Feldman also serves on the Board of Trustees of the Carlthorp School.
As a frequent lecturer on finance matters, Mr. Feldman has been a featured speaker for several associations and groups including the Beverly Hills Bar Association, the Building Industry Association, the California Association for Local Economic Development, the California Redevelopment Association, the Council of Development Finance Agencies, the National Federation of Municipal Finance Analysts, the League of California Cities, the Los Angeles County Bar Association, the Benjamin Crocker Symposium, the Milken Institute, the National Association of Bond Lawyers, the Pacific Coast Builders’ Conference, the University of Southern California Casden Economic Forecast, the University of California Los Angeles Real Estate Forecast, and the Urban Land Institute. Mr. Feldman has also lectured regularly for the University of California Anderson School of Business, and the University of Southern California Marshall School of Business. In addition, he has served as an arbitrator for the American Arbitration Association and serves as an expert witness in high-stakes real estate and public finance litigation matters.
Articles and comments by Mr. Feldman have appeared in numerous publications such as: The Bond Buyer, The California Real Estate Journal, Commercial Property News, The Daily Deal, Fixed Income Daily, Forbes, Fortune Magazine, The Los Angeles Business Journal, The Los Angeles Daily Journal, and many other publications.
Prior to joining Goodwin Procter, Mr. Feldman was the managing partner of the Century City office of Pillsbury Winthrop Shaw Pittman, where he headed that firm’s National Public Finance Practice and its Los Angeles Real Estate practice.
Bar and Court Admissions
Mr. Feldman is admitted to practice in California.
Honors and Awards
Mr. Feldman is listed in Chambers USA’s “America’s Leading Lawyers for Business,” “The Best Lawyers in America” (2000-2008), “Lawdragon Top 500” (out of 11 million attorneys), “Leading Dealmakers in America” (2007), and is individually rated “AV” (highest) by Martindale-Hubbell.
Other notable honors include recognition in The Los Angeles Business Journal’s “Best of Bar” and “Who’s Who in Law” (2007); the Los Angeles Daily Journal’s “Leading Rainmakers in California” and “Top 100 Lawyers in California” (2006 and 2007); Real Estate Southern California‘s “Top 10 Southern California Real Estate Lawyers;” and American Lawyer Media’s “Top 100 Attorneys” in Los Angeles County (2004-2006). He has also been recognized by Los Angeles Magazine as one of the “California Super Lawyers” (1st Edition through 2007).
Mr. Feldman served as lead counsel to the California State Treasurer on the State of California's $11 billion Economic Recovery Bonds - the largest public sector bond transaction in American history – and was awarded “Far West Deal of the Year” (2005) by The Bond Buyer newspaper.
J.D., University of California at Davis, 1982 (Executive Editor, Law Review)
B.A., University of California at Santa Cruz, 1978 (with highest honors)
Matt Ferguson is a principal and the National Renewable Energy Services Practice leader with Reznick Group, a national accounting, tax and business advisory services firm ranked among the top 20 firms in the US. A seasoned professional in promoting renewable energy through business transactions and policy development, Matt is responsible for developing this practice which includes advising clients on energy-related transactions including matching renewable projects with tax equity investors, raising capital, mergers and acquisitions within the renewable energy sector, and maximizing public policy to promote and reward low-carbon solutions as well as helping with energy tax credit financing with current clients.
Current or recent representations include advising on the following: a public-private venture to develop a $2 billion zero emission integrated gasification combined cycle (IGCC) power plant with carbon sequestration; the first prepaid PPA for a 205 MW wind project; valuation of a $20 million biomass - landfill gas portfolio; syndication of tax equity investments in wind and solar electricity generating projects; economic development for hydrogen infrastructure; structuring of a 50MW geothermal project under development; and advising on the incorporation of energy efficiency with solar installations for municipalities.
Prior to joining Reznick Group, Matt had been with UPS for 15 years, the world’s largest package delivery and transportation company. In his most recent position, he was a Director and General Tax Counsel and responsible for initiating UPS’s energy strategy including executing investment transactions in renewable energy, coordinating energy efficiency facility upgrades and green building development, creating energy-related products and mitigating business risk related. He closed over $1 billion of alternative investments including interests in affordable housing limited partnerships. His project finance and transaction experience includes the issuance or redemption of financial instruments such as facility industrial revenue bonds, cross-border aircraft leases, initial public offering advisory, tax planning and business development structuring, merger and acquisition counsel, and real estate investment trust formation.
Matt is an attorney having earned his JD from Georgia State University of Law and holds a bachelor’s degree in financial management and marketing from Franklin Pierce College in New Hampshire. He serves on the Board of Directors of Art Papers and he is a member of the District of Columbia, Georgia and New York Bar Associations.
Matt is based in Reznick Group’s northern Virginia office in Tysons Corner.
Stuart A. Gabriel is the Arden Realty Chair at the UCLA Anderson School of Management. He serves as Director of the Ziman Center for Real Estate at UCLA. Professor Gabriel earned his Ph.D. in Economics from the University of California, Berkeley.
Professor Gabriel’s research focuses on topics of real estate finance and economics, housing and mortgage markets, urban and regional economics, and macroeconomics. His most recent research focuses on efficiency and equity outcomes in mortgage markets, the effects of housing wealth on macroeconomic activity, house price fluctuations, and the mortgage pricing effects of derivative mortgage-backed securities.
Professor Gabriel is a past President of the American Real Estate and Urban Economics Association and currently serves on its Board of Directors. He also is a member of the Board of Directors of Asian Real Estate Society and the Genesis Los Angeles Economic Growth Corporation and a Fellow of the Homer Hoyt Institute for Advanced Real Estate Studies.
Eric L. Garner
Best Best & Krieger LLP
3750 University Avenue, Suite 400
P.O. Box 1028
TEL: (951) 826-8269
FAX: (951) 686-3083
Eric Garner is the managing partner of Best, Best & Krieger. He has practiced at BB&K for 20 years. In 2006 he received the California Lawyer of the Year award from California Lawyer Magazine for his work on the Santa Maria Groundwater Litigation. Eric represents clients throughout California in both litigation and transactional matters related to water and he has represented clients in water matters involving the Mojave River, the Santa Maria Valley, the Santa Ana River, the Chino Groundwater Basin, the Monterey Groundwater Basin, the Antelope Valley, and the Sacramento-San Joaquin Delta. He has also done water law work internationally and has worked in and written water laws for the governments of South Africa, Trinidad and Pakistan. Eric has been an adjunct professor of water law at the University of Southern California Law School and has also taught water law at UCLA Extension and the University of California Riverside Extension.
Bar & Court Admissions
JD, University of Michigan Law School
BA, Earlham College, Richmond, IN
Environmental Law & Natural Resources
Water Quality and Wastewater
JMG has a longstanding career in a wide variety of real estate development and investment activities. He is currently the CEO of LandCap Partners, a residential land company that makes risk-adjusted investments, offering a variety of debt and equity solutions, across the United States.
Prior to that, Gault was the Division President of KB Urban, the high density and mixed use division of the nation’s fifth largest builder, KB Home. Prior to KB Urban, he was the President and Chief Operating Officer of Empire Companies, a dominant Southern California land developer.
Before his affiliation with Empire, he was a managing partner with Helios Partners, an affiliate of the Pritzker family interests of Chicago; a managing principal for SunAmerica Realty Partners, controlling $1 billion in real estate assets; and Executive Vice President and Director of Real Estate for Home Savings of America where he oversaw real estate operations including land development, home building, corporate real estate properties, commercial property development and joint ventures.
As a licensed architect and general building contractor, Gault is a recognized expert in master planned communities and subdivision development. He is the Chairman of the Policy Advisory Board and a member of the Executive Committee for the Fisher Center for Real Estate at the University of California Haas School of Business. Gault also is a member of several prominent associations to include the Urban Land Institute, the Lusk Center for Real Estate at the University of Southern California, the American Institute of Architects, the American Institute of Certified Planners and the American Planning Association. He currently serves on the Board of Directors for the Morgans Hotel Group (MHGC).
Gault graduated from the University of California at Berkeley with a Bachelor’s degree in Architecture and received a Master’s degree from Yale University’s School of Architecture in Environmental Design.
2000 Avenue of the Stars
Los Angeles, California 90067
310 432-2730 f:310 432-2731
Peter A. Gelles
Peter A. Gelles was born and educated in the U.K. and received his law degree from Oxford University (where he was the recipient of an Open Exhibition in Jurisprudence).
Prior to moving to the U.S. in 1970, Peter worked as an international lawyer for the International Labor Organization in Geneva, Switzerland, and for a London firm of Solicitors. In addition to being a California attorney, Peter is admitted as a Solicitor in the U.K. and in Hong Kong.
Peter now has his own firm in L.A., specializing in representing and advising select clients in U.S. and international business, real estate and private client matters.
Peter is a founder member and current Secretary of InterCounsel, an association of independent international law firms in major cities in North and South America, Europe and Asia, and has cooperative relationships with other U.S. and non-U.S. counsel. Peter currently serves as Chair of the California State Bar's International Law Section and as an ex officio member of its Council of Sections. Peter also is a former Chair of the L.A. County Bar Association's Real Property Section and a former Chair of American Bar Association Committees on International Secured Transactions and International Real Estate Investments.
Peter has authored numerous publications, and has chaired, moderated and participated in numerous seminars and panel presentations, on U.S. and international foreign investment, transactional and other topics, in the U.S., Europe and Asia
George Macomber Professor and Professor of Real Estate Finance, Department of Urban Studies & Planning
Director of the Center for Real Estate
David Geltner has been at MIT since 2002 where he is the George Macomber Professor and Professor of Real Estate Finance in the Department of Urban Studies & Planning, and Director of the Center for Real Estate. As Director of the MIT/CRE, Dr. Geltner heads MIT’s Master of Science in Real Estate Development (MSRED) program. Prior to MIT, Geltner was the REEAC Professor of Real Estate in the Finance Department of the College of Business Administration at the University of Cincinnati, and has been teaching graduate level real estate investments and finance since 1989. Dr Geltner also served from 1998-2004 as a Visiting Professor in the Department of Land Management of the Faculty of Urban and Regional Science at the University of Reading (England), a research appointment. Dr Geltner has served since 1999 as the External Academic Member of the Real Estate Investment Committee of the State Teachers Retirement System of Ohio (a pension plan sponsor with over $8 billion of directly managed real estate holdings). He also serves as the Academic Advisor to the National Council of Real Estate Investment Fiduciaries (NCREIF), and as co-Director of MIT’s Commercial Real Estate Data Laboratory, which has developed pioneering commercial property indexes based on transactions prices.
Dr Geltner received his PhD in 1989 from the Massachusetts Institute of Technology, in the Civil Engineering Department in the field of infrastructure finance & economics. He also has degrees in urban studies from Carnegie-Mellon University and the University of Michigan. He served during 1994-99 as a Managing Editor of Real Estate Finance, and during 2000-2003 as a co-editor of Real Estate Economics (the leading academic real estate journal and the official journal of the American Real Estate & Urban Economics Association). Dr Geltner also serves on the editorial boards of the Journal of Real Estate Finance & Economics, the Journal of Real Estate Research, and the Journal of Property Research. He served during 1994-2000 on the Advisory Board and Board of Directors of the Real Estate Research Institute, where he is now a RERI Fellow. Dr Geltner is a past Academic Fellow of the Urban Land Institute (2004), a Fellow of the Homer Hoyt Institute, a Fellow of the Royal Institution of Chartered Surveyors, and a recipient of the David Ricardo Medal from the American Real Estate Society. Dr Geltner has published extensively in leading academic journals in the area of real estate economics, investment analysis, and performance measurement. A 2006 study published in Real Estate Economics found Geltner to be the most influential academic real estate writer, based on number of citations during 2000-2004 in top academic real estate journals. Dr Geltner is co-author of Commercial Real Estate Analysis & Investments, a new graduate-level real estate investments textbook published by Cengage/South-Western which has now published its second edition.
Arthur J. Gallagher & Co.
Alex Glickman has more than 25 years of experience in the commercial insurance arena. As Area Vice Chairman and Managing Director-Practice Leader of Gallagher Real Estate and Hospitality Services, Alex’s expertise is in developing and servicing clients who specialize in real estate development, acquisition, fiduciaries, management and ownership. She has extensive experience in the Real Estate industry and has pioneered many real estate specific insurance products and services. Prior to joining Gallagher in 2001, she led Marsh’s worldwide Real Estate and Hospitality Practice.
Education and Credentials:
Alex has been a featured speaker, instructor and contributor to numerous organizations and publications including the Practising Law Institute, International Association of Attorneys and Executives in Corporate Real Estate (AECRE), BOMA, NAREIM, NAIOP, California State Bar Real Estate Section, CEB, CLE, national lenders’ conferences, graduate schools and numerous law firms. She has been quoted in The New York Times, The Wall Street Journal, The Los Angeles Times, The Los Angeles Daily Journal, “Grid Magazine”, “Business Insurance” and Real Estate Southern California” to name a few. In addition, she is a member of NAREIT’s Insurance Advisor Board and for the past seven years been named by Real Estate Southern California Magazine as one of Southern California’s “Most Powerful Real Estate Women”. She is also a member of the Board of Directors of PS Insurance Company, Ltd. and Stor-Re Mutual Insurance Co.
Graduate of the University of California, Berkeley.
Additional Executive Education: School of Business Administration: USC
John F. Anderson Graduate School of Management - UCLA
Her current community involvement and awards recognition include:
Executive Committee USC Lusk Center for Real Estate
YMCA Metropolitan Los Angeles Board of Directors
Member – Real Estate Round Table Homeland Security Task Force
City of Hope Real Estate & Construction Council-Board Member (Former Chair)
Member-Urban Land Institute
RESOCAL Advisory Board
2007 Risk & Insurance Magazine Real Estate Power Broker – National Recognition
2006 Lloyds of London Surplus Lines Broker of the Year
S. Gail Goldberg was appointed Director of Los Angeles City Planning Department in February 2006. As director, Ms. Goldberg is responsible for organizing and directing the policies and planning activities of the City’s Planning Department. Those activities include the development, maintenance and implementation of all elements of the City’s General Plan as well as a range of other special zoning plans. Additional responsibilities include plan implementation measures, subdivisions and other controls.
Prior to joining the Los Angeles Planning Department, Ms Goldberg worked for 17 years in the Planning Department of the City of San Diego, the last 5 years serving as Planning Director. Her responsibilities included all long range city-wide and community planning. Other responsibilities included Facilities Financing, Transportation Planning, the Multiple Species Conservation Program (MSCP), and special projects. She oversaw a planning process to update the city’s 20-year-old General Plan. The initial result was the adoption of a strategic framework plan that articulated a 20-year vision for the City and a long-term strategy for achieving that vision known as the “City of Villages” plan.
Ms. Goldberg is a native Californian and holds a degree in Urban Studies and Planning from the University of California San Diego. She is an Urban Land Institute Trustee, as well as Past Chair of the San Diego/Tijuana ULI District Council; Immediate Past President of the San Diego Chapter of the Lambda Alpha Honorary Land Economics Society; a member of the American Institute of Certified Planners; and a member of the California Planners Roundtable. Ms. Goldberg has also served on the Statewide Coordinating Committee for the Urban Land Institute’s California Smart Growth Initiative; as a board member of the American Planning Association; and as co-chair of the State American Planning Association 2002 Conference.
Joel S. Goldman
Hanson Bridgett Marcus Vlahos Rudy LLP
Senior Housing & Care Practice Group; Health Care Section
Based in our San Francisco Office
Direct Phone: 415-995-5028
Education: University of California, Berkeley School of Law (Boalt Hall) (J.D., 1980); Hampshire College (B.A., 1976)
Since 1980, Joel S. Goldman has devoted his practice to all areas of senior housing and health care law, including representation of a wide array of developers and operators of retirement facilities (including assisted living and continuing care retirement communities), physician groups, hospitals and trade associations. Areas of specialization include: development and ongoing representation of assisted living and other senior communities; licensure issues; antitrust; managed health care issues; disability discrimination issues under Americans with Disabilities Act (ADA) and Fair Housing Act; contract drafting and negotiations; mergers; and tax issues for non-profit organizations.
In addition to being an instructor for "Legal Aspects of Healthcare," at the Golden Gate University Graduate Business School and School of Law 1986-1992, Joel has been a noted presenter at numerous conferences throughout the United States for organizations including Assisted Living Federation of America (ALFA), National Association for Senior Living Industry Executives (NASLIE), American Association of Homes and Services for the Aging (AAHSA), The Healthcare Forum, Healthcare Financial Management Association, California Assisted Living Association (CALA), California Association of Homes and Services for the Aging (CAHSA), American Society on Aging, San Francisco Bar Association, Center for Continuing Medical Education and University of Santa Clara School of Law. Joel's practical approach to issues and vast experience with senior care communities also make him a popular presenter at in-house risk management training programs for multi-facility providers. Joel is licensed to practice law in the State of California.
Other Academic Distinctions
Order of the Coif; Moot Court Board and Moot Court Program (Co-Director, 1979-1980); American Jurisprudence Award, Labor Law and Federal Courts; Ecology Law Quarterly, 1979-1980
Bar Association of San Francisco; Lawyers' Club of San Francisco; Special Advisory Task Force reporting to Board of Governors of State Bar Committee on corporate structure and tax issues (1988-1989); California Department of Social Services Special Task Force on Revisions to Continuing Care Laws (1989-1990)
California Assisted Living Association (CALA) (Board of Directors, 1994-present; President, 1997; Chair, Public Policy Committee, 2005); National Association for Senior Living Industry Executives (NASLIE) (Board of Directors 1986-1999); recipient of NASLIE Distinguished Service Award, 1989, 1993 and 1997; NASLIE Senior Vice President (1998-1999); Assisted Living Federation of America (ALFA) (State Delegate to Board of Directors, 1997; Member, Legal Committee 2001-present); American Seniors Housing Association
Smile, You're On Candid Camera, CALA BULLETIN (Jun. 2007)
Substitute Decision-Making: A Guide for Assisted Living Providers, Contributing Author, ASSISTED LIVING FEDERATION of AMERICA SPECIAL REPORT (Jun. 2005)
Legal Implications of Marketing Materials for Seniors Communities, SENIOR HOUSINGNET (Feb. 2005)
Dealing with Problem Family Members, ALFA NEWS (Apr. 2004)
How to Host a State Regulator, CONTEMPORARY LONG TERM CARE, (Sept. 2000)
Be a Promise Keeper, CONTEMPORARY LONG TERM CARE (Sept. 1999)
Developing Admission Agreements that Market Your Assisted Living Community and Avoid Litigation, BALANCE (May/June 1999)
Potential Legal Roadblocks Ahead for Assisted Living, SENIOR LIVING EXEC. (Mar. 1999)
Assisted Living Facilities: Legal and Regulatory Issues, CAL. HEALTH L. NEWS (Jan.1999)
Condominium and Cooperative Continuing Care Retirement Communities, SPECTRUM MAGAZINE (Sept. 1996)
Legal and Regulatory Aspects of Assisted Living Development and Finance, INSIGHT (Dec. 1995)
How Will National Health Care Reform Impact California Employers? PERSONNEL L. UPDATE (May 1994)
HMO Group Benefit Contracts: A Ticking Time Bomb, EMPLOYEE BENEFITS DIG. (Oct. 1992)
How to Evaluate Equity Contract Options for Continuing Care Retirement Communities, AAHA TECHNICAL ASSISTANCE BRIEF (1992)
Residence Agreements as a Marketing Tool, SPECTRUM MAGAZINE (Jan. 1990)
Mergers and Acquisitions in the Health Care Industry, with Michael A. Duncheon, HEALTH L. VIGIL (July 4, 1986)
Maricopa Aftermath: What Is Required for a Physician Group to Achieve Integration? HEALTH L. VIGIL (Jan. 11, 1985)
PPOs and the Antitrust Laws, with Michael A. Duncheon, HOSPITALS (Oct. 16, 1983)
Corporate Reorganization, HOSPITAL L. MANUAL, Aspen Systems (1982)
Department of Justice Issues New Merger Guidelines, HEALTH L. VIGIL (Aug. 20, 1982)
Constitutionality of Section 714 of the California Solar Rights Act, 9 ECOLOGY L.Q. 2 (1981)
Martindale-Hubbell AV Rating, www.martindale.com
The Martindale-Hubbell Peer Review icon is a service mark of Reed Elsevier Properties Inc., used under permission from Reed Elsevier Properties Inc. in accord with the terms and conditions established by Martindale-Hubbell.
Harvey E. Green, president and chief executive officer of Marcus & Millichap Real Estate Investment Services, directs the activities of the largest investment real estate brokerage firm in the nation, including more than 1,300 investment real estate specialists located in 71 offices. In 2006, Marcus & Millichap realized record sales of $20.5 billion.
Prior to his appointment to president, Mr. Green served as chief operating officer since 1996. Mr. Green was previously senior vice president responsible for the firm’s nine Southwest offices. He joined Marcus & Millichap in 1981 as regional manager, responsible for opening the firm’s Encino office. By 1985, the office had become one of the most successful offices in the Marcus & Millichap network.
During his 37-year career, Mr. Green has initiated the close of real estate transactions valued at nearly $6.6 billion, including retail properties, office buildings and apartment complexes ranging in value from $1 million to $55 million. He has been involved in every aspect of the real estate industry, including development, commercial leasing, investment sales and firm acquisition. He also was responsible for the development and implementation of the firm's investment real estate training program.
Prior to his association with Marcus & Millichap, Mr. Green served as an executive with a top national commercial real estate firm for more than 11 years.
Mr. Green has been featured on Bloomberg’s In Focus, CNBC’s Power Lunch, Squawk Box, KABC Talk Radio and KNX Newsradio’s Round Table Discussion. Included among Mr. Green's professional associations, memberships and affiliations are the International Council of Shopping Centers, the International Association of Corporate Real Estate Executives, the National Association of Industrial and Office Properties and the National Apartment Association. He is currently an ULI Foundation Governor, and serves on the advisory boards for the California Real Estate Journal, Real Estate Southern California, Commercial Property News, Real Estate Forum and the California Department of Real Estate, where he assisted in rewriting the salesperson and broker real estate exams. His numerous articles on real estate have been published in many local and national publications including the Wall Street Journal, New York Times, Barron’s, Los Angeles Times, and he has been the featured speaker at countless national real estate conferences.
Mr. Green has two children and is a resident of Los Angeles.
Sean B. Hecht
Executive Director, Environmental Law Center
UCLA School of Law
B.A. Yale University, 1988
J.D. University of Michigan, 1995
UCLA Law faculty since 2003
Sean B. Hecht is the Executive Director of the UCLA Environmental Law Center at UCLA School of Law. He co-directs the Frank G. Wells Environmental Law Clinic and directs the activities of the Evan Frankel Law and Policy Program, which include research and education on governance, regulation, and environmental policy. He has also taught Public Natural Resources Law and Policy at the School of Law. Before he attended law school, he worked in the nonprofit sector, overseeing environmental programs relating to recycling and hazardous waste.
After law school, he served as law clerk for Hon. Laughlin E. Waters of the United States District Court for the Central District of California. He began law practice at the firm Strumwasser & Woocher, litigating cases involving election law, employment law, environmental and land-use law, and insurance regulation. More recently, he served for three years as a Deputy Attorney General for the California Department of Justice, representing the Attorney General and state agencies on environmental and public health matters.
He has taught at the Donald Bren School of Environmental Science and Management at U.C. Santa Barbara. He is a member of the Executive Committees of both the State Bar of California Environmental Law Section and the Los Angeles County Bar Environmental Law Section. Currently, he is on the executive committees for environmental law of the state and county bars, and works to build connections between academia and the community of practicing environmental lawyers.
Area of Focus
Richard K. Hollowell is Partner-in-charge of Squar Milner Real Estate Services and is nationally recognized in the areas of real estate asset management, development and finance. The real estate services provided include, but are not limited to, acquisition due-diligence, development analyses, financial modeling, expert testimony, debt/equity procurement, compliance administration, tax structuring and real estate financial statement reviews and audits.
Mr. Hollowell’s 35+ years of experience have involved a variety of product types that include hotels, single family homes, condominiums, commercial office buildings, shopping centers and industrial complexes. His extensive client base includes land developers, homebuilders, commercial property investors, banks, investment banks and law firms prosecuting real estate related lawsuits. As a preeminent real estate authority, Mr. Hollowell has delivered speeches and seminars throughout the world and his commentary is often sought out by various industry publications.
Mr. Hollowell previously served as a Partner with Rachlin Cohen and Holtz, one of Florida’s largest independent public accounting and advisory firms; and as National President of Real Estate Recovery, Inc. (RER) – one of the nation’s largest asset management contractors serving the Resolution Trust Corporation (RTC) and Federal Deposit Insurance Corporation (FDIC). With offices in Washington, DC, New York, Dallas, Boca Raton and Newport Beach, RER employed nearly 200 full-time professionals charged with evaluating, managing and disposing of some 1,700 underperforming real estate related assets nationwide. RER also assisted the RTC in evaluating thousands of real estate related assets for securitization purposes, while serving several Wall Street conduit lenders in a similar regard. Prior to his tenure with RER, Mr. Hollowell held real estate related positions with the J.E. Robert Companies, G.E. Capital Corporation, Jacobs Visconsi & Jacobs Company and National City Corp.
Professional Licenses and Accreditation
• National Association of Homebuilders
• National Association of Realtors
• ICSC: International Council of Shopping Centers
• NAIOP: National Association of Industrial & Office Parks
• Mortgage Bankers Association
Bachelor of Arts, Real Estate – Florida International University
The Metropolitan Water District of Southern California
Jeffrey Kightlinger is general manager for The Metropolitan Water District of Southern California. As general manager, he is responsible for implementing the policy directives of the Board, including working with elected officials and member agencies to carry out the district's mission. The general manager reports directly to the Board of Directors and provides leadership and management of the district's public policies and strategic initiatives, assets and resources, and all administrative, operational, and financial activities for Metropolitan.
Prior to his recent appointment as general manager, he was general counsel for the District. Mr. Kightlinger was responsible for directing Metropolitan's legal staff and consulting attorneys; leading the district's legal strategies in pending and potential litigation; and protecting Metropolitan's interests in all legal matters.
Before becoming general counsel, Mr. Kightlinger represented Metropolitan in environmental issues and water right matters. At Metropolitan he worked primarily on Colorado River matters, water rights issues and a number of the district's water transfer and storage programs. Before joining Metropolitan in 1995, Mr. Kightlinger worked in private practice representing numerous public agencies including municipalities, redevelopment agencies and special districts.
Mr. Kightlinger spent a year specializing in environmental law at George Washington University in Washington D.C., while working for the U.S. Environmental Protection Agency. He earned a bachelor's degree in history from the University of California, Berkeley in 1981 and a law degree from the University of Santa Clara in 1985.
Kenneth N. Klee
Professor of Law
UCLA School of Law
A.B. Stanford, 1971
J.D. Harvard, 1974
UCLA Law faculty since 1979
Kenneth Klee teaches Business Bankruptcy and Renegotiating Business Contracts, an intensive transactional class that teaches negotiation and drafting skills for students intending to pursue a transactional practice. He is a nationally recognized expert on bankruptcy and served as an adviser to the American Law Institute's Transnational Insolvency Project. He began teaching at UCLA as an adjunct in 1979, taught at Harvard Law School as the Robert Braucher Visiting Professor from Practice in 1995-1996, and then joined UCLA full time the following year.
From 1974 to 1977, Professor Klee was associate counsel to the Committee on the Judiciary, U.S. House of Representatives, where he was one of the principal drafters of the 1978 Bankruptcy Code. He served as a consultant on bankruptcy legislation to the U.S. Department of Justice in 1983-1984. From 1992-2000, he served as a member of the Advisory Committee on Bankruptcy Rules to the Judicial Conference of the United States. He has served as a lawyer delegate to the Ninth Circuit Judicial Conference from 1988 to 1991 and 2000 to 2003. He served as member of the executive committee of the National Bankruptcy Conference from 1985 to 1988 and as chair of the NBC's legislation committee from 1992 to 1999. From 2001 to 2004 he served as a member of the Standing Committee on Discipline of the United States District Court for the Central District of California.
He is past president of the Financial Lawyers Conference and serves on its board of governors. He has also served as chair of the Subcommittee of New and Pending Legislation of the Business Bankruptcy Committee of the Section on Corporations, Business And Banking Law of the American Bar Association. He is a founding partner of Klee, Tuchin, Bogdanoff & Stern LLP, specializing in corporate reorganization, insolvency, and bankruptcy law.
Professor Klee has co-authored Business Reorganization in Bankruptcy (2nd ed., with Scarberry 2001) and Fundamentals of Bankruptcy Law (4th ed., with Treister, 1996), and has authored or co-authored numerous articles on bankruptcy law.
In the past 7 years, Professor Klee has received the following awards:
Distinguished Service Award, Bankruptcy Developments Journal of Emory Law School, March 23, 2000
Named by Turnarounds & Workouts as one of the top ten "Outstanding Bankruptcy Academics 2000"
Fredric P. Sutherland Public Interest Award, UCLA School of Law, 1999-00
Named by Turnarounds & Workouts as one of the top ten "Outstanding Bankruptcy Academics 2001"
Named by Turnarounds & Workouts as one of the top ten "Outstanding Bankruptcy Academics 2002"
Named by Turnarounds & Workouts as one of the top ten "Outstanding Bankruptcy Academics 2003"
Included in "The Best Lawyers in America," 2003-04 edition and over 10 previous editions.
Named by the Daily Journal in 2003 as one of California's Top 100 Lawyers.
Named by Law & Politics Media, Inc. as a Southern California Super Lawyer for 2004.
Named by Los Angeles Magazine as a Los Angeles County Top 10 Super Lawyer for 2004.
Named by California Lawyer Magazine as one of California's "Best in West" for 2004 (one of 46 leading business lawyers and one of three bankruptcy lawyers)."
Michael S. Klein
Klein & Weisz
12424 Wilshire Blvd. #1450
Los Angeles, California 90025
Michael S. Klein has a broad range of transactional experience focusing on commercial real estate and business transactions, particularly in acquisition and disposition, development, financing and leasing of commercial buildings, hotels and industrial properties, including negotiation and preparation of purchase and sale agreements; ground leases and easements; office and retail leases; condominiums and planned unit developments; and consulting and management agreements; dealings with government entities including historical preservation and coastal issues; architectural and engineering agreements and construction contracts.
Mr. Klein also has considerable experience in entity formation and modification, including LLCs, corporations, partnerships and joint ventures.
Mr. Klein has been named a Southern California Super Lawyer, in a joint research project conducted by Law & Politics and Los Angeles magazines.
Mr. Klein is a frequent speaker on the topics of real estate purchase and sales transactions, leasing, financing, 1031 exchanges, real property development issues in historical preservation, using the internet in a real estate practice and the USA Patriot Act. He has spoken for CEB, the LACBA, Beverly Hills Bar Association, the State Bar of California, Pepperdine University School of Law, Loyola Law School, Southwestern University Law School and other groups.
He has also spoken frequently on civil liberties issues for the ACLU and other groups and has been a frequent radio and television commentator on CNN and on programs such as “Saving the American Dream.”
B. A. Indiana University
Major Psychology and Mathematics
Thesis in negotiation and bargaining strategy
Summa Cum Laude, Phi Beta Kappa
J. D. Yale Law School
Graduate Studies Yale University, Economics
Professional Activities and Associations
Los Angeles County Bar Association, Real Estate Executive Committee, 1998 present; Second Vice-Chair of the Real Estate Executive Committee, 2007-2008
Continuing Education of the Bar (CEB), Board of Directors, 2005-present
LACBA-USC Crocker Symposium, Chair, 2005
LACBA Crocker Symposium, Chair, 2001
Beverly Hills Bar Association, 1976 present; Board of Directors, 1981-1989; Past Chair, Real Estate Section
Community Activities and Associations
American Civil Liberties Union of Southern California; Chairperson, First Amendment Committee, 1984 present; Executive Committee, 1991 1995, 1999 2001; 2002 present
Museum of Contemporary Art, Contemporaries Board, Board Member 1994 1999, Curator's Council, 1999 Present
Santa Monica Pier Restoration Corporation, 1994 2004, Board of Directors, Chair, 2003 2004
Yale Club of Southern California, Board of Directors, 1983 1998; Vice President, 1989 1991; President, 1991 1993
International Juggler's Association, 1980 present
Diana M. Laing serves as the Chief Financial Officer and corporate Secretary of Thomas Properties Group, Inc., which position she has held since May 2004. She is responsible for financial reporting, capital markets transactions and investor relations.
Prior to becoming a member of our senior management team, Ms. Laing served as Chief Financial Officer of Triple Net Properties, LLC from January 2004 through April 2004. From December 2001 to December 2003, Ms. Laing served as Chief Financial Officer of New Pacific Realty Corporation, and held this position at Firstsource Corp. from July 2000 to May 2001. Previously, Ms. Laing was Executive Vice President and Chief Financial Officer of Arden Realty, Inc., a publicly-traded REIT, from August 1996 to July 2000. From 1982 to August 1996, she was Chief Financial Officer of Southwest Property Trust, Inc., a publicly-traded multi-family REIT.
She is a member of the board of directors and chairman of the audit committee for The Macerich Company, and serves on the board of the Big Brothers/Big Sisters of Greater Los Angeles and the Inland Empire.
Ms. Laing holds a bachelor’s degree in accounting from Oklahoma State University and is a certified public accountant in Texas.
Randall W. Lewis
Executive Vice President
Lewis Group of Companies
Randall Lewis oversees the sales and marketing operations of the Company. Randall received his B.A. from Claremont McKenna College. Randall has been President of the Inland Empire Arts Foundation, Secretary of the Los Angeles County Citizens Planning Council, director of the HomeBuilder's Council, and national director of the National Association of HomeBuilders. Randall has been named the Builder of the Year by the Baldy View Chapter of the B.I.A., and was the recipient of the Sales and Marketing Council's MAME Awards Marketing Person of the Year. Randall is a long time ULI member as well as a Governor of the ULI Foundation. Randall serves on several executive boards including the USC School of Policy, Planning and Development and the UCLA School of Public Policy and Social Research. He is recognized as an expert in the real estate industry and frequently quoted in various newspapers, magazines and trade journals. Randall has over 30 years of experience in the real estate industry.
Finance & Capital Markets
Description of Practice:
Gregg J. Loubier is a partner in the firm's Los Angeles office specializing in real estate finance and general real estate and business matters. Mr. Loubier represents lenders in the origination of portfolio and securitized commercial mortgage loans secured by all types of real estate and other collateral throughout California and the nation. He also represents loan servicers in general loan servicing matters, and workouts and foreclosures of problem loans. Mr. Loubier regularly represents institutional and individual investors in the acquisition, financing, disposition and management of individual and portfolio real estate assets.
Mr. Loubier has published numerous articles and speaks regularly to legal and industry groups. He serves on the Executive Committee of the Los Angeles County Bar Association's Real Property Section and is past chair of its Real Estate Finance Subsection, and is a Fellow in the American College of Mortgage Attorneys.
Mr. Loubier graduated in 1979 from Hampshire College in Amherst, Massachusetts, with a bachelor's degree in Philosophy. He attended law school at the University of California, Davis, and received his J.D. in 1986.
Bradley J. McGill
Real Estate Solutions of State Street Global Markets (REAL)
Founder and CEO
DELTA Rangers, Inc. (DRI)
Mr. McGill is a founding member of the Real Estate Solutions of State Street Global Markets (REAL), and also founder and CEO of DELTA Rangers, Inc. (DRI) since its inception in 2001. DRI is in the business of developing and commercializing the design of new derivative and financial products. Its industry partners include Moody's, SG Fimat USA, New City Corporation, the British Bankers Association, and other leading financial and data firms.
DRI has been a key innovator in the financial industry currently holding rights to 14 pending patents. Products include commercial and residential real estate derivatives, which provide liquidity and efficiency to the real estate markets; interest rate products, including short-term binary options on Federal Reserve policy and OTC clearing applications; credit default markets; energy products; and gaming industry applications. Please see www.deltarangers.com for more information on DRI.
Mr. McGill has been active in the development of the real estate derivative market during the last five years, helping to create products and liquidity to facilitate institutional trading on commercial real estate values. He has presented on this subject to a wide range of industry audiences, including MIT's Center for Real Estate; the Research Committee and Board of Directors of NCREIF; the CMBS New Products Conference sponsored by Morgan Stanley; Homer Hoyt Institute; Real Estate Derivatives World 2008 conference; and the Urban Land Institute.
Prior to founding DRI, Brad was Vice President and Investment Management Consultant for the Brock-Hazzard Investment Group in Birmingham. Brad consulted to over $1 billion in client assets, including pensions, endowments, foundations, and high net-worth individuals Brad graduated from Emory University in Atlanta, Georgia, in 1989, with a joint major in history and political science. He has held Series 3, 7, 63 and 65 licenses.
John B. McNeece III
John McNeece is a Partner in Luce Forward's Business Practice Group. His focus is in corporate transactions and international business transactions, including mergers and acquisitions, joint ventures, complex financial transactions, project development, real estate development and venture capital. Mr. McNeece also serves as a counselor to senior company executives to provide overall management of company legal issues. In addition, Mr. McNeece represents Spanish-speaking clients, in their native language, on U.S. business and real estate transactions.
Mr. McNeece's international work focuses on Mexico, and includes the following:
Representation of US investor/developers who are involved in the purchase and development of land in Mexico. The subject properties are in many regions of Mexico. The firm's work includes due diligence on title issues, conversion of ejido land to private use, environmental issues and entitlement issues; US-Mexico tax structuring; deal structuring to take account of the needs of private equity funds, including management of UBTI and ERISA "plan asset" issues; formation of Mexican entities to act as purchaser/developer; advice on governance issues for Mexican entities; financing arrangements and documentation; purchase and sale documentation, including liaison with notarios; preparation of contracts for architects and engineers; preparation of construction contracts; preparation of sales and marketing contracts; and advice on the condominium regime under Mexico law.
Representation of Mexican landowners who seek to sell land in Mexico or enter into a joint venture with a foreign co-investor/developer. The subject properties are in many regions of Mexico. The firm's work includes advice on ownership and tax structuring from the landowner's perspective; preparation of due diligence materials and liaison with the foreign investor/developer's due diligence team; analysis of purchase and joint venture offers; advice on negotiation strategies; deal structuring re governance and tax issues; financing documentation; purchase and sale documentation; joint venture documentation; and advice regarding ongoing management of joint ventures.
Representation of US and Mexican parties regarding acquisition, restructuring and refinancing of hotels in Mexico.
Representation of Silicon Border Development, LLC, which is building a 5,000 acre industrial park in Mexicali focused on fabrication of semiconductors, flat panel displays and solar panels. See www.siliconborder.com. The engagement includes representation on financing arrangements. The firm also prepared many of the White Papers on cross-border legal issues included in the website.
Representation of various US companies involved in maquiladora operations in Mexico, including representation on financing issues, labor issues, general corporate matters, and real estate.
Representation of Mexican entrepreneurs on their US business and real estate issues, and cross-border tax planning.
Representation of various Mexican companies in their US litigation.
Advised a major US construction company re due diligence and term sheets for construction of an aqueduct and hydropower plant in Baja California with an estimated construction cost of $780 million.
Represented a US mortgage company evaluating a potential Mexican mortgage lending program. The issues raised included structuring Mexican mortgages to attain a number of objectives: maximum enforceability, potential securitization in the US, and deductibility of interest on homes in Mexico against US taxes.
Represented a Mexican homebuilder owned by US and Canadian parties, where the firm was involved in loan transactions. Upon a change of ownership, the firm then represented the Toronto-based Canadian lender to the homebuilder.
Prepared an analysis for the San Diego County Water Authority on legal and institutional issues in establishing a binational seawater desalination project. That is a public document, and a copy is available upon request.
Represented the Inter-American Development Bank and NAFIN regarding formation of Fondo Pymex, a private equity fund. Fondo Pymex is based in Mexico City and is successfully up and running.
Part of a team engaged by the US Trade and Development Agency (TDA) to study the venture capital industry in Mexico. As part of the study, Mr. McNeece was the co-author of the final report, "Review and Action Plan for Development of the Venture Capital Industry in Mexico," prepared for Nacional Financiera, S.N.C., under a grant from TDA. This is a public document and a copy is available upon request. Based on this study, among other things, Mexico adopted new legislation on corporate governance and investor protection for private companies seeking investment, within the format of the newly-created sociedad anónima promotora de inversión ("SAPI"). This legislation, part of the new Securities Market Law, became effective June 28, 2006.
Represented Conexant Systems, Inc (NASDAQ), as to Mexican law issues, on the sale of Conexant's semiconductor assembly, module manufacturing and test facility, located in Mexicali, for $150 million in cash. This involved issues of Mexican corporate law, labor law, intellectual property law, customs law, and the law pertaining to maquiladoras.
Represented Heller Financial (now a part of GE Capital) on two Mexico-related lending transactions totaling $20 million, involving non-recourse loans to a leasing company doing business in Mexico. The loans were secured by leases with Flextronics and Celestica, respectively, including the lease receivables and the equipment in Mexico subject to the leases.
Represented Sempra Energy (NYSE), the parent company for San Diego Gas & Electric and Southern California Gas, with respect to its Mexico projects at the time Sempra entered Mexico. For its gas pipeline projects, the firm was involved in forming the initial Mexican joint venture companies and drafting the corresponding joint venture agreements.
Represented ABM Industries, Inc. (NYSE), which provides building maintenance, janitorial and elevator services to large U.S. companies across the nation, as the seller in a leveraged buy-out of an elevator manufacturing company in Mexico, where the buyer's payment obligations over time were secured in part by a guaranty trust (fideicomiso en garantía) over real property and equipment in Mexico.
Represented Autotote Corporation, now Scientific Games (NASDAQ), on contract issues with Hiprodomo de Agua Caliente, S.A. de C.V. for Autotote to provide race and sports book totalizator equipment to Caliente.
Mr. McNeece's U.S. corporate work focuses on Mergers and Acquisitions, and includes the following:
Represented Secure Wireless, Inc. and Advanced Bridging Technologies in mergers with Linear LLC, a subsidiary of Nortek, Inc.
Represented San Diego Magazine, a premier luxury-lifestyle publication, in its acquisition by Curtco Media Publishing.
Represented Selling Stockholders - Privately held company providing trenching services (for underground dry utilities) to residential developers, with largest market share in San Diego. Sale to private equity fund.
Represented Selling Stockholders - Privately held company in systems integration with focus on the private sector. Sold to private systems integration company with focus on the public sector.
Represented Selling Stockholders - Privately held company in engineering and manufacturing of wireless products. Sold to another private wireless manufacturer pursuing a "roll-up" strategy
Represented Selling Stockholders - Privately held company in manufacturing and distribution of chemicals for reverse osmosis desalination. Sale to public company.
Represented Selling Stockholders - Privately held company in manufacturing and distribution of polyurethane flatproofing products and specialty tires. Sale to other major shareholder, with financing from a significant customer.
Represented Buyer - Private publishing company in transaction to purchase major "City Magazine".
Represented Seller, Conexant (Nasdaq: CNXT) - Sale of Mexican operations, including semiconductor assembly, module manufacturing and test facility for $150 million in cash to public company created from spinoff of Conexant assets, merged Alpha Industries. The resulting company now operates under the name Skyworks Solutions, Inc. (Nasdaq:SWKS).
Represented private U.S. Company in merger with private U.S. holding company for Mexican operating company. Client was involved in design and manufacture of chips for Radio Frequency Identification (RFID). Counter-party was involved in RFID applications.
American Bar Association, Business Section, International Section
International Law Section, Cal State Bar, Past Chair of Executive Committee
Pacific Rim Advisory Council
San Diego Chamber of Commerce, Board of Directors, Chair, Mexico Business Center
San Diego Dialogue, Steering Committee
Southern California Super Lawyers - San Diego
Most Recent Listing: 2007 - Securities & Corporate Finance
Judge J. Clifford Wallace, U.S. Court of Appeals for the Ninth Circuit, San Diego, California, 1976-77
Lawry Jones Meister
Steaven Jones Development Company
Lawry Jones Meister is President of Steaven Jones Development Company, Inc., a real estate development and property management company based in West Los Angeles. SJDC and its affiliated entities own and manage approximately 20 properties in the Santa Monica, Marina del Rey and Culver City area of West Los Angeles, all of which were either developed or substantially redeveloped by SJDC. Founded by her father, Steaven Jones, in 1965, SJDC has been very active buying older industrial properties and redeveloping them into creative office space for production, marketing/advertising, high-tech and other related businesses. Prior to joining SJDC in 1990, Lawry worked for Trammell Crow Company for two years as a leasing agent and junior project manager. She also worked for McKinsey and Company as a business analyst and PaineWebber, Inc. in New York as a financial analyst. Lawry earned her MBA at Harvard Business School and her BA, cum laude, from Wellesley College. She graduated from Marlborough School and currently lives in Pacific Palisades with her husband and two teenage sons. She is on the Board of Trustees at St. Matthew’s Parish School and serves on the Business Leadership Council, West Coast Leadership Council and the National Development and Outreach Council of Wellesley College
Neal S. Millard
Partner, Los Angeles
White & Case
Mr. Millard practices in the area of international finance, representing foreign and domestic financial institutions and corporations.
In the real estate area, he has represented banks in structuring and implementing construction loans, covering such varied and specialized projects as hotels, government buildings, casinos and health care facilities. He has also represented thrift and insurance companies in the making of medium to long-term permanent loans, many with equity participations or other unusual incentive provisions.
In the corporate area, Mr. Millard has represented a diverse group of financial institutions in asset-backed facilities, project financings and straight corporate loans. He has been lead counsel, representing the agent, in several large dollar syndicated facilities.
Mr. Millard also represents the domestic businesses of many foreign-based corporations. For example, Mr. Millard recently represented an Australian company in the sale of its US manufacturing business. He also represented a US computer company in the sale of its business to a New York Stock Exchange listed company. Overseas, Mr. Millard has been enlisted by American companies for project financings, private investments and foreign stock exchange listings.
Mr. Millard is active in the public finance area, representing banks and insurance companies providing credit enhancement and liquidity support for various issues of bonds, notes and certificates. He also has represented institutions with trust departments when they have acted as trustee for such issues. Mr. Millard acted as special counsel to several banks in connection with the bankruptcy of Orange County, California.
Prior to joining White & Case in 1993, Mr. Millard was a partner in another leading law firm, where he was the national head of that firm's lending group. Mr. Millard has spoken for the Practicing Law Institute, the California Continuing Education section of the California Bar, CLE International and the Bank Lending Institute. He is currently an Adjunct Professor of Law at the USC Law Center, where he teaches international finance. Mr. Millard has garnered numerous honors and received highest rankings from his peers and clients alike. Most recently, he was named in The Best Lawyers in America 2006 within the category of International Law and Finance Law.
Bars and Courts
State Bar of California, 1972
United States Tax Court, 1972
United States District Court for the Central District of California, 1973
United States Court of Appeals for the Ninth Circuit, 1987
New York State Bar, 1990
JD, University of Chicago, 1972. Phi Kappa Phi
AB, cum laude, University of California at Los Angeles (UCLA), 1969. Pi Gamma Mu, Phi Beta Kappa
American Bar Association: Chair, Study Group on Legal Assistants, Committee on Real Estate Financing, Section of Real Property, Probate and Trust Law (1982-1983); Chair, Subcommittee on Asset Sales and Loan Participations, Section of International Law and Practice (1986-1988); Chair, Subcommittee on Letters of Credit, Section of Real Property, Probate and Trust Law (1987-1988)
State Bar of California: Member, Resolutions Committee of the Conference of Delegates (1986-1987)
Los Angeles County Bar Association: Member, Board of Trustees (1985-1987); Liaison to the State Bar Board of Governors (1985-1988); Chair, General Real Estate Subsection, Real Property Section (1981-1982); Member, LACBA Executive Committee for the Conference of Delegates (1982-1985); Member, Board of Directors, Public Counsel (1984-1987, 1990-1992); Member, Board of Directors, Los Angeles County Bar Foundation (1991-1998; President, 1997-1998)
"The Starsin, a Throw Back Judgment," LC Views, May 2006
Co-Author, "Vexing Situations: Ethics and International Practice," The California International Practitioner, Vol. 13, No. 2, The State Bar of California International Law Section, 2004
Co-Author, "Letter Perfect," California Law Business, Los Angeles Daily Journal, February 20, 1996
Co-Author, "The New Risk-Based Capital Framework and its Application to Letters of Credit," The Banking Law Journal, Warren, Gorham & Lamont, November-December 1989
Co-Author, "How Letters of Credit are Treated in FRB Risk-Based Capital Guidelines," Letter of Credit Update, Vol. 5, No. 1, Government Information Services, January 1989
Co-Author, "Validation of Mechanics' Lien Waivers: AB 844 - The Legislative Reaction to Bentz Plumbing," California Real Property Journal, Vol. 2, No. 4, State Bar of California, Fall 1986
Member, Editorial Board, LC Views, an international e-magazine (2004- )
Member, American Law Institute (2003- )
Member, Chancery Club (2003- )
Member, Commission on Judicial Procedures, County of Los Angeles (1999; Chair, 2000-2002)
Member, Editorial Advisory Board, Documentary Credit World (1997- )
Member, Board of Directors, Inner City Law Center (1996-1999)
Member, Advisory Board, Letter of Credit Update (1995-2003)
Commissioner, Energy Commission for the County and Cities of Los Angeles (1995-1999)
Member, PLI Advisory Committee on Real Estate (1992- )
President, Board of Directors, Woodcraft Rangers (1986-1988)
Trustee, Altadena Library District Board of Trustees (1985-1986)
Member, Citizens Advisory Committee for the 1984 Summer Olympic Games (1982-1984)
Professor of Urban Planning and Demography
USC School of Policy, Planning, and Development
Dowell Myers, is professor of urban planning and demography in the School of Policy, Planning, and Development, at the University of Southern California. He is chair of the school’s faculty council and directs the school’s Population Dynamics Research Group, whose recent projects have been funded by the National Institute of Health, the Haynes Foundation, Fannie Mae Foundation, and the Ford Foundation. Of particular note, Dr. Myers leads the ongoing USC California Demographic Futures research project. Recent applications have focused on the upward mobility of immigrants to the US and Southern California, trajectories into homeownership, changing transportation behavior, education and labor force trends, and projections for the future of the California population.
Well-known as a specialist in demographic trends and their relation to all areas of policy and planning, Dr. Myers has been a longstanding advisor to the United States Census Bureau and is the author of the most widely referenced text on census analysis. In March 2007, the Russell Sage Foundation is publishing his newest book, Immigrants and Boomers: Forging a New Social Contract for the Future of America. In fall 2006, Dr. Myers was recipient of the Haynes Award for Research Impact that was issued on the occasion of the Haynes Foundation’s 80th anniversary. His undergraduate degree in anthropology from Columbia University was followed by a Master of Planning degree from the University of California–Berkeley. His Ph.D. is in urban planning from MIT and he also studied demography and sociology at Harvard University.
UCLA Anderson Forecast
The Anderson School at UCLA
110 Westwood Plaza
Los Angeles, CA 90095-1481
Office: (310) 206-1132
Fax: (310) 206-9940
Jerry Nickelsburg is an economist and econometrician with the UCLA Anderson Forecast. He received his Ph.D. in economics from the University of Minnesota in 1980 and was formerly professor of Economics at the University of Southern California. He has held executive positions with McDonnell Douglas, Flight Safety International, and Flight Safety Boeing during a fifteen year span in aviation business.
From 2000 to 2006, he was the Managing Principal of Deep Blue Economics, a consulting firm he founded. He held a position with the Federal Reserve developing forecasting tools, and has advised banks, investors and financial institutions. He has been the recipient of the Korda Fellowship, USC Outstanding Teacher, India Chamber of Commerce Jubilee Lecturer and is a Fulbright Scholar. He has published over 40 articles on monetary economics, econometrics, and aviation economics.
Moule & Polyzoides
Stefanos Polyzoides received his Bachelor of Arts magna cum laude and Masters in Architecture from Princeton University. He is a registered architect in the states of California, Arizona and New Mexico. He was born in Athens, Greece and has lived in Los Angeles since 1973.
Mr. Polyzoides' distinguished career covers the areas of architectural and urban design education, design and execution, and theory. His professional experience spans institutional and civic buildings, historic rehabilitation, commercial projects, housing, campus planning, and urban design. From 1973 until 1997, he was Associate Professor of Architecture at the University of Southern California. He has also been Visiting Professor at several prestigious schools of architecture. From 1983 through 1990, he was on the Advisory Board for the School of Architecture at Princeton University.
He is a co-founder of the Congress for the New Urbanism and is a member of the Board of Directors. CNU, a national association of over 3,000 architects, planners, engineers, developers, government officials and environmentalists, works toward the restoration of existing urban centers, the reconfiguration of suburbs, and the protection of nature within an integrated regional structure. Mr. Polyzoides is a popular speaker on the subjects of new urbanism, transit-oriented development, mixed use development, housing and sustainability and is a frequent guest at academic symposia.
Design responsibility is shared between the two principals of Moule & Polyzoides. Mr. Polyzoides' recent projects include various Traditional Neighborhood Developments, such as the Mercado Neighborhood-Rio Nuevo in Tucson, Arizona and "Parklands", a new neighborhood in Ventura, California. He designed a revitalization plan for reuse of the historic Sears Building in East Los Angeles as the catalyst for a new mixed use neighborhood. He also designed two Mixed-Use Transit-Oriented Developments on the new Gold Line, Del Mar Station in Pasadena and Mission Station in South Pasadena. Mr. Polyzoides has also designed several courtyard housing developments with various densities, such as Harper Court-7 Fountains in West Hollywood, Granada Court in Pasadena, and The Cordoba in Santa Ana, California. In addition, Stefanos Polyzoides has completed a number of General Plan and Developments Codes for cities in California. Most recently, he completed the East Downtown Albuquerque Master Plan consisting of infill housing and revitalization of 12 blocks in Downtown Albuquerque, NM as well as two Downtown Specific Plans for mixed use neighborhoods and districts in Southern California: Downtown Ventura and Downtown Newhall.
He is the author of two books Los Angeles Courtyard Housing: A Typological Analysis and R.M. Schindler, Architect. His research has produced four distinguished exhibitions and exhibition catalogs: "Caltech: 1910-1950," "Myron Hunt: 1868-1952," "Wallace Neff," and "Johnson, Kaufmann & Coate." Stefanos Polyzoides is a Seaside Award recipient, the nation's most prestigious award in the field of urbanism.
Patrick A. Ramsey
Partner, Real Estate Department
515 South Flower Street
Los Angeles, CA 90071
United States of America
T 1(213) 683-6291
F 1(213) 683-5971
University of Southern California Law School, J.D., 1976
University of Southern California, A.B., 1973
Patrick Ramsey is a partner in the Real Estate Department of the Los Angeles office of Paul, Hastings, Janofsky & Walker.
The focus of Mr. Ramsey’s practice for almost 20 years has been on transactional real estate matters, particularly in the context of the acquisition, disposition, leasing, financing and development of significant office and other commercial projects for institutional and major corporate clients. In this area he has specific experience in acquisition, construction, joint venture, financing, leasing and environmental matters.
Mr. Ramsey received his B.A. degree in 1973 from the University of Southern California, where he was elected to Phi Beta Kappa. He received his J.D. degree in 1976 from the University of Southern California, where he was a member of the Order of the Coif, Phi Kappa Phi, and the
Edwin B. Reeser, III
Sonnenschein Nath & Rosenthal LLP
Harvard College, A.B., cum laude, 1973
University of California, Hastings College of the Law, J.D., 1976
Columbia University, M.B.A. 1978
Hospitality & Leisure Practice
General Corporate Counseling
Corporate Real Estate
Mr. Reeser is the Managing Partner of the Los Angeles office.
Mr. Reeser specializes in real estate and has substantial experience in representing owners and investors in national and international transactional, leasing, development, operations and consultative matters. His primary emphasis is in transactions involving the purchase and sale of hotels, office buildings, mixed use projects, golf courses, resorts and industrial properties, and structuring ventures and partnerships, including those involving multi-national corporate members. He has extensive experience with partnership and project workouts for U.S. real estate involving international companies. Current clients include corporations or investor groups in Japan, Korea, Taiwan, Hong Kong, Indonesia, and Saudi Arabia, as well as major American owners and investors.
Admitted to the Bar:
2049 Century Park East
Los Angeles, CA 90067-3206
Real Estate Finance
Real Estate Capital Markets
D. Eric Remensperger is head of the firm’s West Coast real estate practice and a partner in the Los Angeles office. With over 20 years of experience, Mr. Remensperger has represented lenders, insurance companies, pension funds and fund advisors, private equity and venture capital funds, developers, and both public and private companies (including REIT’s) in connection with asset purchases and dispositions (including portfolio transactions), development projects, commercial leasing, CMBS loan transactions, secured and mezzanine financings, credit enhancement, workouts and debt restructuring, sale-leaseback transactions, and the formation and disposition of joint ventures, limited partnerships, limited liability companies and other equity/participation arrangements.
Prior to joining the Firm, Mr. Remensperger was a partner in the Real Estate Department of Gibson, Dunn & Crutcher’s Los Angeles office. Prior to Gibson Dunn, he was an associate with the New York office of Milbank, Tweed, Hadley & McCloy, where he practiced in the real estate group, primarily in the area of secured financing.
A frequent panelist and speaker, Mr. Remensperger has participated in the Benjamin S. Crocker Symposium on Real Estate Law and Business and in various continuing legal education seminars sponsored by the Los Angeles and New York City bar associations. He currently sits as a member of the Executive Committee for the Real Property Law Section of the Los Angeles County Bar Association.
Mr. Remensperger received his B.A. from Manhattanville College and his J.D. cum laude from Brooklyn Law School. He is admitted to practice law in New York and in California.
James D. Richman |
Arnold & Porter LLP
tel: +1 213.243.4210
fax: +1 213.243.4199
James Richman is a partner in the firm's real estate practice group. For over 30 years, Mr. Richman has negotiated a wide variety of real estate deals, including the purchase and sale of commercial properties; the acquisition of land for the development of residential subdivisions, shopping centers and office buildings; real estate loans; long-term ground leases; large commercial, industrial, shopping center, data center, and office building space leases; construction contracts; owner/architect agreements; construction management contracts; and workouts. Mr. Richman has also assisted clients in processing applications for entitlements for significant real estate development projects, including applications for specific plans, vesting tentative maps, and development agreements.
Mr. Richman served as an extern law clerk for Hon. Stanley Mosk, Associate Justice of the California Supreme Court in 1974, and was a law clerk for Hon. Harry Pregerson, Judge of the United States District Court for the Central District of California, in 1974-1975. He is a graduate of the University of California's Boalt Hall School of Law, where he served as an associate editor of the California Law Review.
Significant recent matters
The completion of a three city block headquarters project in Austin, Texas for a FORTUNE 400 company (named “Best Real Estate Deal of the Year” by the Austin Business Journal)
A 1000-acre project in Santa Clarita, California
The negotiation of a long term mission critical data center lease for a major institution
The design and construction of a major hospital tower, imaging center, and central plant
The defense of a foundation at the State Board of Equalization against a claim by the Los Angeles County Assessor for US$25 million in property taxes
The Best Lawyers in America 2006, 2007, and 2008 for Real Estate Law
Southern California Super Lawyers 2005, 2006, and 2007
Professional and Community Activities
Served as a Program Co-Chair, Benjamin S. Crocker Symposium, a major annual real property law symposium sponsored by the Real Property Section of the Los Angeles County Bar Association (1993 and 1995)
Member, Real Property Executive Committee, California State Bar
Served as chair, Executive Committee, Los Angeles County Bar Association Real Property Section (2002)
Editor-in-Chief, Los Angeles County Bar Association’s Real Property Section Review (1995-1997)
Southern California Building Industry Association
Served as a member, Legal Committee
Served as a member, various Governmental Relations Committees
JD, University of California, Boalt Hall School of Law, 1974
BA, magna cum laude, Phi Beta Kappa, Occidental College, 1970
Mr. Frank Rockwood joined Sunrise Senior Living, Inc. as Senior Vice President – Development in January 2006. Mr. Rockwood leads the Northwest Development Team for Sunrise Senior Living. The Northwest Development Team is responsible for identifying and managing new senior living developments in Northern California, the Pacific Northwest, Western Canada and Hawaii.
Sunrise Senior Living, a McLean, Va.-based company, employs approximately 40,000 people. As of September 30, 2007, Sunrise operated 454 communities in the United States, Canada, Germany and the United Kingdom, with a combined capacity for more than 53,000 residents. At quarter end, Sunrise also had 40 communities under construction in these countries with a combined capacity for 6,000 additional residents. Sunrise offers a full range of personalized senior living services, including independent living, assisted living, care for individuals with Alzheimer's and other forms of memory loss, as well as nursing, rehabilitative and hospice care. Sunrise's senior living services are delivered by staff trained to encourage the independence, preserve the dignity, enable freedom of choice and protect the privacy of residents.
Prior to joining Sunrise, Mr. Rockwood held a variety of strategy, corporate development and investment positions with Transamerica Corporation and the Walt Disney Company and with entities affiliated with Farallon Partners and Accenture. At Transamerica, Mr. Rockwood was instrumental in launching and guiding the Transamerica Senior Living business unit.
Mr. Rockwood received his A.B. from Harvard College (cum laude in Applied Mathematics, Harvard Scholar) and M.B.A from University of California at Berkeley (Beta Gamma Sigma, Hess Fellowship, Appraisal Institute Scholar).
Mr. Rockwood is a council member of the Urban Land Institute and a member of the Association for Corporate Growth.
Frank J. Rockwood
Senior Vice President
Sunrise Senior Living, Inc.
1340 Treat Boulevard, Suite 130
Walnut Creek, CA 94597
p: (925) 930-7285
m: (904) 534-3227
f: (925) 930-7255
Chairman & CEO
Asia Pacific Ventures Inc.
Asia Property Group Ltd.
Property Development Group
Mr. Rosen’s 30-year real estate career has encompassed all phases of innovative real estate development and investment. His diversified development experience includes retail shopping centers, office buildings, single-family homes (tracts and custom estates) and multi-family residential projects (townhomes, condominiums and luxury apartments).
A native of Los Angeles, he began his development activities in the mid-1970’s, primarily in West Los Angeles and Orange County. In 1981 he completed his first in-bound foreign investment transaction with a Hong Kong investment group who purchased an interest in his Anaheim office park project. In the latter part of the 1980’s, he disposed of his income property portfolio to a variety of Japanese investors.
In the early 1990’s Rosen reversed field and became involved in emerging development opportunities in Asia. Initially, he provided strategic planning to a managing director of the Henry Fok Ying Tung Group. The Group had embarked upon the development of a major satellite city (from scratch) in Nansha, China, located in the Pearl River Delta, mid-point between Hong Kong, Guanzhou and Macao. Conceptual planning and development activities were provided on such diverse projects as:
Puzhou International Center – a 1.8 million square foot “town center” project
Fashion City – a project designed to provide a “one-stop” destination for local manufacturers and regional/international buyers of fashion and fashion-related products.
Country Club Villas – luxury single-family villas
Milliseme – a personnel recruitment business serving companies establishing China operations.
In the mid-1990’s he co-founded Asia Property Group, which formed a joint venture company in Taiwan with CB Richard Ellis and Taiwan Pulp & Paper to redevelop Taiwan Paper’s surplus land holdings into shopping malls and/or mixed-use projects:
GO2 City – a 1.2 million sq.ft. mall in Taoyuan
GO2 Town – a 1.1 million sq.ft. mall in Taichung
GO2 Village – a 750,000 sq.ft. mall in Hsinyin
Ewa – a 1.0 million sq.ft. retail mall, hotel and service apartment project in Taipei
In addition to its Taiwan joint venture activities, APG, in its strategic alliance with CB Richard Ellis, provided strategic development services in other major Asian markets, including, amongst others:
„X Dream Mall – a 2.5 million sq.ft. mall in Kaoishung, Taiwan
„X Yonsan Train Station – a 1.5 million sq.ft. mall in Seoul, Korea
„X East Seoul Train Station – a 1.3 million sq.ft. mall and office tower in Seoul, Korea
„X Centum City – a 1.7 million sq.ft. destination retail & entertainment center in Busan, Korea
In 1999, APG was retained by the Prestige Group (Bangalore, India) to create the first modern western style shopping mall in Bangalore. The Forum Bangalore set a new standard of shopping center excellence and despite its small size (350,000 sq.ft.) generates in excess of 12 million annual shoppers. Beginning in 2006 the Forum brand is now being expanded throughout South India, initially with 5 new projects underway in Chennai (2 projects), Hyderabad, Mangalore and Kochi. The retail mall component of these mixed-use projects ranges from 450,000 sq.ft. to 1.1 million sq.ft.
Mr. Schroeer is a Vice President with ICF International. He has 18 years experience designing transportation and land use policy development and evaluation for government, non-profit, and private clients. He currently manages ICF's work in smart growth, including ICF's multi-year, multi-million dollar support to all aspects of the US Environmental protection Agency's smart growth program. Schroeer directs a national smart growth technical assistance program that has helped communities from Maine to Hawaii overcome barriers to achieving sustainable, high-quality growth. Schroeer has been instrumental in establishing the link between better land use and better transportation and environmental performance. His work on Atlantic Station, the largest single development project in the South in recent years, led to the US EPA's first recognition of a land use plan as a Clean Air Act "Transportation Control Measure."
Schroeer also works extensively at the intersection between land use and climate change, and has led the transportation and land use portions of six state governor's climate action processes.
While at the U.S. Environmental Protection Agency, Schroeer led the Agency’s Transportation Group. Schroeer received a 1996 National Planning Award from the American Planning Association, and a US EPA Agency Service Medal for his work on President Clinton's Climate Change Action Plan.
Education: BA, Carleton College; MPP, Harvard University
RICHARD S. SHAFFRAN
richard/norton – Consulting and Creative Services
Provision of a wide range of business consulting services, specializing in strategic marketing, organizational development, conference and event development, financing, marketing and production, and executive search for corporate, professional service, and nonprofit organizations,
Assistant Dean – Continuing Legal Education
Adjunct Assistant Professor of Law
USC Law School
Responsibility for complete reconception and reorganization of USC Law School’s Continuing Education Program. Created new conferences in real estate and intellectual property and developed new marketing, advertising , sponsorship, partnership, human resource, and administrative structures, policies, and operations.
Director - Legal and Business Programs
UCLA Division of Continuing Education/UCLA Extension
Responsibility for creation, planning, development, management, supervision and review of legal and business programs, including courses, seminars and conferences.
Director - Attorney Assistant Training Program
UCLA Division of Continuing Education/UCLA School of Law
Academic and programmatic responsibility for 270-hour American Bar Association-approved Attorney Assistant (Paralegal) Training Program.
Associate Professor of Law
Western State University College of Law
Full-time member of the resident faculty. Teaching responsibility included semester-length courses in Contracts I, Contract II, Intellectual Property, and Entertainment Law. Creation and development of new courses, student counseling, faculty committee participation.
Furia-Oringer Productions, Inc
Chief Operating Officer of publicly-held, NASDAQ-traded television production company.
Senior Vice President – Administration & Business Affairs
Responsibility for all legal, business affairs, labor relations and administrative functions of privately-held television and motion picture production company.
Manatt, Phelps & Phillips
Mitchell, Silberberg & Knupp
Specialization in transactional entertainment and intellectual property legal matters.
Yale Law School
M.A.M. (Nonprofit Management)
The George Washington University
Association Management Program Prize
University of California, Santa Cruz
Consulting and Creative Services
KEVIN L. SHEPHERD is co-chair of the Real Estate Practice Group of Venable LLP in Baltimore, Maryland and is chair of the firm’s Finance Committee. Mr. Shepherd is a past chair of the ABA Section of Real Property, Trust and Estate Law and is Vice President of the American College of Real Estate Lawyers (ACREL). He is a governor of the Anglo-American Real Property Institute, serves on the editorial advisory board of The Practical Real Estate Lawyer, is a Fellow of the American Bar Foundation and the American College of Mortgage Attorneys, and is a former editor-in-chief of Probate & Property. Mr. Shepherd is a member of the ABA Task Force on the Gatekeeper Regulation and the Profession, the chair of ACREL’s Ethics and Professionalism Working Group, and the chair of the USA Patriot Act and Gatekeeper Task Force of the ABA Section of Real Property, Trust and Estate Law.
Senior Vice President, Forest City Development
Renata Simril is senior vice president of Forest City Development-California, a subsidiary of Forest City Enterprises, Inc. Forest City is an owner, developer and manager of a diverse portfolio of premier real estate located throughout the nation, with approximately $8.4 billion in total assets.
Ms. Simril is responsible for managing and implementing Forest City’s residential businesses in the Southern California region. Currently those businesses include the development of market rate, affordable, student, mixed-use, adaptive reuse and high-density urban housing. Simril has worked in Forest City’s Los Angeles office since 2005 and has been extensively involved in the company’s adaptive reuse efforts, including two condo-conversion projects.
Ms. Simril has significant expertise in revitalizing urban neighborhoods through public/private partnerships, and is dedicated to the communities where Forest City has developed successful projects. She has presented at or participated in many public policy forums. Prior to joining Forest City, Ms. Simril served as Deputy Mayor for Housing and Economic Development in the Hahn Administration. She played a key role in keeping Los Angeles running efficiently through the promotion of economic investment, land use policy, housing, workforce development and job growth.
Ms. Simril has held executive positions with the Genesis LA Economic Growth Corporation, a not-for-profit organization that facilitates private sector investment in underserved communities throughout Los Angeles County, and LCOR Public/Private Inc., where she was directed and supervised all aspects of the firm’s commercial real estate development projects in greater Los Angeles County. In addition, she worked with Los Angeles City Councilman Mark Ridley-Thomas and managed the implementation of all aspects of the District’s redevelopment policies and economic development priorities.
Ms. Simril holds an undergraduate degree in urban studies from Loyola Marymount University and a Masters Degree in Real Estate from the University of Southern California. She is a member of the Urban Land Institute. She is an Executive Board member for the LA District Council. She also serves on the boards of the LA Community Design Center, the LA Free Clinic, and is an Executive Board Member for LMU’s Alumni Association. Most recently, she was named to the Board of Regents for Loyola Marymount University.
In March 2007, Ms. Simril was appointed a Commissioner to the Board of the Industrial Development Authority for the City of Los Angeles.
In May 2007, the Los Angeles Business Journal honored Ms. Simril as one of the “Women Making a Difference in Los Angeles,” women who blended effective business vision with passionate commitment to the communities they serve.
Ms. Simril is an adjunct professor for the graduate program in Real Estate at USC’s School of Policy, Planning, and Development, where she teaches a course in Urban Infill Development as well as an Introduction to Real Estate for undergraduates.
The Sohagi Law Group
On December 1, 2006, Margaret Sohagi formed The Sohagi Law Group. She continues to represent public agencies throughout California on complex environmental and land use matters, including CEQA, NEPA, exactions, capacity charges, rates and assessments, water supply and water quality, sensitive resources, Coastal Act, planning and zoning, takings and First Amendment, including the Religious Land Use and Institutionalized Persons Act (RLUIPA) and adult uses.
The Sohagi Law Group is a full service law firm, offering preventative legal advice combined with the full spectrum of litigation services, including alternative dispute resolution. The firm is committed to providing cost-effective solutions to the multi-layered legal and political issues that arise in the public law arena. Ms. Sohagi’s core environmental and land use attorneys have joined her at the new firm.
Ms. Sohagi is Adjunct Professor of Land Use Law at USC Law School, a state-wide instructor in environmental law, and an instructor for the Judicial Council of California where she teaches introductory and advanced CEQA courses to Superior, Appellate, and Supreme Court Judges and court attorneys. Ms. Sohagi is primary contributor to Funding Open Space Acquisition Programs: A Guide for Local Agencies in California and co-author of Exactions and Impact Fees in California: A Comprehensive Study Guide to Policy, Practice and the Law. She is AV-rated for highest professional excellence and ethical standards and is listed in Martindale Hubbell’s 2004 Register of Preeminent Lawyers.
Gary Sutton is Senior Legal Adviser for Financial Crimes in the Office of the General Counsel, U.S. Treasury Department, where he focuses on U.S. and international anti-money laundering issues. He has been primarily involved in implementing the anti-money laundering provisions of the USA PATRIOT Act since its enactment in 2001. He also serves on the U.S. delegation to the Financial Action Task Force (FATF), an intergovernmental body that develops and promotes policies to combat money laundering and terrorist financing, and has been directly involved in the FATF evaluation of the U.S. anti-money laundering regime and its follow-up, as well as guidance papers and typologies studies. He is a frequent panelist at anti-money laundering conferences. Prior to joining the Treasury Department in 1998 he represented financial institutions in both regulatory and transactional matters. He began his career at Shearman & Sterling and has subsequently served in corporate counsel positions, including General Counsel of a regional bank holding company. He also served as Special Counsel in the Division of Market Regulation of the Securities and Exchange Commission and Senior Counsel at the Office of Thrift Supervision, and was an adjunct professor at George Mason University Law School.
He received his J.D. from Harvard Law School and his B.A. from the University of Minnesota, where he graduated magna cum laude. He also received a Diploma in Graduate Legal Studies from the University of Stockholm.
Timothy M. Truax
Law Offices of Timothy M. Truax
UNIVERSITY OF SOUTHERN CALIFORNIA LAW SCHOOL
Juris Doctor, May 1985
SAN JOSE STATE UNIVERSITY
Bachelor of Arts With Distinction, Journalism, May 1982
COX, CASTLE & NICHOLSON LLP
Los Angeles, CA
Senior Counsel/Partner, April 1998 to November 2007
THELEN, MARRIN, JOHNSON & BRIDGES LLP
Los Angeles, CA
Associate/Partner, August 1985 to March 1998
America's Leading Lawyers for Business, Chambers USA, 2004-2008
Southern California Super Lawyers, Law & Politics and Los Angeles Magazine, 2004-2008
The Best Lawyers in America, 2007-2008
Who's Who Legal: California 2007
Affiliations and Admissions:
Member, State Board of Directors, Associated General Contractors of California (member and former Chair, AGC Legal Advisory Committee; member, AGC Legislation Committee).
Chair, Los Angeles County Bar Association, Real Property Section (former Chair, Construction Law Subsection).
Member, State Bar of California, Litigation and Real Property Sections.
Member, American Bar Association, Litigation Section and Forum Committee on Construction Industry.
Admitted to State Bar of California; United States District Court, Central and Southern Districts of California; 9th Circuit Court of Appeals; admitted pro hac vice to Federal or State Courts in Nevada, Idaho and Tennessee.
Member, Lawyers Committee, California-Pacific Annual Conference, The United Methodist Church.
Member, Citizens' Advisory Committee for School District Facilities, El Segundo Unified School District.
Pamela L. Westhoff
550 South Hope Street, Suite 2300
Los Angeles, California 90071-2678
T: (213) 330-7747
F: (213) 330-7547
Pamela L. Westhoff has a broad-based and versatile transactional real estate practice, with an emphasis in acquisitions, dispositions, commercial leasing, and technology issues affecting real estate. She also has extensive experience in all types of real estate lending transactions, including workouts, restructures, and joint ventures.
Ms. Westhoff has also represented developers and equity investors in commercial development projects (including partnership and joint ventures), including hotels and condominiums. She also represents owners and providers in connection with telecommunication issues affecting commercial and retail properties, as well as university campuses. She has developed experience in the representation of radio and television broadcasters in real estate-related matters, including broadcast and communications tower licensing.
Ms. Westhoff has been named among the world's leading real estate attorneys and is regularly recognized by her peers in such publications as the International Who's Who of Real Estate Lawyers and The Best Lawyers in America. She has been named a Southern California Super Lawyer, in a joint research project conducted by Law & Politics and Los Angeles magazines, and cited among the Top 50 Women Super Lawyers. Real Estate Southern California has named her to its list of "Most Influential Women in Commercial Real Estate." In 2007, she was named Real Estate Lawyer of the Year by the Century City Bar Association and was named by Lawdragon among the Lawdragon 500 Dealmakers in America.
Ms. Westhoff is a frequent speaker on the topics of finance, real estate and telecommunication issues for CLE International, Practising Law Institute, International Council of Shopping Centers, the State Bar of California, the Real Estate Conference Group and the American Bar Association.
Member, American College of Real Estate Lawyers
Chair, Board of Directors of the Building Owners and Managers Association of Greater Los Angeles (2005-2006); Board Member (1992-Present)
Program Chair, Practising Law Institute's Commercial Real Estate Financing: What Borrowers and Lenders Need to Know Now (2004-present)
Executive Committee, Real Property Section of the Los Angeles County Bar Association
Board Member, UCLA Finance and Investment Conference (2001-2006)
Board Member, USC Crocker Symposium on Law and Business (2003-present); Planning Committee Chair (2007)
Direct Phone: (213) 629-6451
Lynn A. Williams, formerly a practicing real estate attorney, has been a real estate professional for more than 22 years. She joined Cushman Realty Corporation in 1985, which merged with Cushman & Wakefield in 2001. Ms. Williams has concluded real estate transactions and consulting assignments of nearly 22 million square feet and specializes in significant transactions for major law firms, corporations, financial institutions and professional firms across the United States.
Ms. Williams is one of the nation’s leading brokers for major law firms, representing three of Los Angeles’s four top international law firms, O’Melveny & Myers LLP, Paul, Hastings, Janofsky & Walker LLP and Latham & Watkins LLP in various national and international transactions. These engagements include three of the most prominent law firm transactions in Los Angeles history - Paul Hastings’ landmark downtown Los Angeles lease of 210,000 square feet in the Paul Hastings Tower (formerly the ARCO Tower), for which she received the Los Angeles Business Journal’s 2002 Real Estate Award for the Most Important Lease Deal for Los Angeles, O’Melveny & Myers’ September 2005 sale of its 700,000 square foot headquarters building located at 400 S. Hope Street and concurrent restructuring of its 300,000 square foot lease at the property, and Latham & Watkins’ July 2007 lease of 300,000 square feet at 355 South Grand Avenue in Downtown Los Angeles. In total, Lynn’s law firm assignments cover approximately 5.4 million square feet, and she has been involved in over 118 major lease transactions worldwide for law firms. Other law firm clients have included Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates, Milbank, Tweed, Hadley & McCloy, Moore & Van Allen and Morgan, Lewis & Bockius.
Lynn is a member of the Executive Committee of Cushman & Wakefield’s National Law Firm Practice Advisory Group, the California State Bar and Legion Lex of the University of Southern California Law School. She is also a member of the Global Advisory Board of Cushman & Wakefield, Inc. and serves on the Executive Committee of the Los Angeles Regional Headquarters for Cushman & Wakefield of California. Lynn is on the Executive Committee of the Los Angeles Business Council, the Board of Marshall School Associates at the University of Southern California, and the Planning Committee of both the USC Symposium of Law & Business and the Crocker Symposium at UCLA. She is a member of the Urban Land Institute. Lynn was named number one broker for the Western Region for Cushman & Wakefield for both 2002 and 2003, and was number two in the Western Region for 2007 and has been one of the top producers in the world for Cushman & Wakefield since the merger. In 2003, the Los Angeles Business Journal named Ms. Williams Broker of the Year for her accomplishments in the real estate industry.
Ms. Williams is highly sought after for her breadth and depth of knowledge in the real estate field, as well as for her speaking skills. In addition to participating as a repeat panelist at the USC Crocker Symposium of Law & Business, Lynn has also lectured on various topics at the Los Angeles County Bar Association and the Continuing Legal Education International Negotiating Leases Conference, and is the coauthor of the article “Partners Can Lessen Lease Debt Threats” in the National Law Journal.
Ms. Williams received a Juris Doctor from the University of Southern California Law Center and holds a Bachelor of Arts degree in English from the University of California. As committed to the community and her family as to the real estate profession, Lynn has made a tremendous contribution outside the office. She has served as vice chairman of the Real Estate Industry Alliance for the City of Hope, on the cabinet of the Music Center Unified Fund and as vice chairman of the Ketchum Downtown YMCA Partner with Youth Campaign. Lynn has served on the Vestry (the governing board) of the Parish of St. Matthew and the Board of Trustees of St. Matthew’s Parish School.
Lynn is married to Michael Croft, Chief Executive Officer of CommonWealth Partners, LLC, and has a fifteen-year-old daughter, Caitlyn Croft.
Norma J. Williams
Williams & Associates
Ms. Williams focuses on commercial real estate law with a primary emphasis on finance, acquisition and disposition and leasing transactions.
Finance: Ms. Williams has represented numerous institutional lenders in acquisition and development, construction and permanent loans secured by property including raw land, shopping centers, office buildings, multi-family residential communities, mixed-use facilities and medical buildings. She also has extensive experience in asset-based and mixed collateral loans and loan participations and syndications. She has represented lenders in loan modification and loan workout matters, deeds in lieu of foreclosure and portfolio sales of loans.
Acquisition and Disposition: Ms. Williams representation of buyers and sellers in transactions has encompassed almost every property type including retail sites, office complexes, raw land, multi-family housing sites, manufacturing facilities, industrial properties and others. The transactions have included purchases and sales, exchanges, options, ground leases and portfolio purchases and sales. Portfolio sale representation has been in several transactions each involving separate sales of up 40 properties.
Leasing: Ms. Williams has represented commercial landlords and tenants in office, retail and industrial lease transactions including originations, leasehold financings, transfers and subleases, renegotiations, workouts and enforcement actions. She has developed lease documentation for projects and has handled lease negotiations for landlords and tenants in a variety of settings.
Ms Williams is the 2006-2007 Chair of the Real Property Section of the Los Angeles County Bar Association, and has served as a member of the Executive Committee since 1993.
Ms. Williams was elected by her peers to honorary membership in the American College of Real Estate Lawyers (ACREL) and the American College of Mortgage Attorneys (ACMA). In October, 2004, she was elected to the ACMA Board of Regents, its highest governing body.
Ms. Williams is an active member of Urban Land Institute-Los Angeles. She is a frequent speaker on real estate law topics and has published over thirty articles. Her speaking and writing has been for organizations including the ABA Real Property, Probate & Trust Section, California Continuing Education of the Bar, California Real Estate Journal, Real Property Law Reporter, Urban Land Institute and Commercial Real Estate Women. Ms. Williams has an AV rating from the Martindale-Hubbell Law Directory (its highest rating), is a frequent public speaker, has published numerous articles and has authored major California real estate legislation, some of which is now being used as the model for national legislation.
One of Ms. Williams' most significant contributions to the profession was as chair, from 1993-1996, of a committee of the State Bar Real Property Section that re-drafted California's law of assignment of rents, now codified as Civil Code Section 2938. The comprehensive legislation was used as the model for the Uniform Assignment of Rents Act adopted in 2005 by the National Conference of Commissioners on Uniform State Laws ("NCCUSL"). Norma participated in the NCCUSL process as an active Observer.
Boalt Hall School of Law, University of California at Berkeley, J.D. Wesleyan University, Middletown, Connecticut, B.A. magna cum laude, Phi Beta Kappa.
Prior Law Firm Practice: With major law firms including Reed Smith (formerly Crosby, Heafey, Roach & May) and Arter & Hadden.
Los Angeles Office
555 West Fifth Street
Los Angeles, CA 90013
Telephone: (213) 996-8464
Facsimile: (213) 947-1799
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LEED® Accredited Professional
Lance A. Williams is Executive Director of the US Green Building Council-Los Angeles Chapter. He is a LEED® Accredited Professional. A primary area of Dr. Williams’ interest is the relationship between culture and sustainability.
He is a frequent program moderator and speaker on LEED®, green building and sustainability. He has been selected as the keynote speaker at the 2008 Urban Marketplace, hosted by the Los Angeles chapter of the Urban Land Institute.
He has also served as an advisor on green building policy development to Los Angeles County and various corporate organizations. He participated in the 2007 Annual Congress of the World Green Building Council held in Toronto, Canada. He is a also member of the Social Equity Task Force of USGBC national, charged with expanding parameters of the LEED® system.
At the 2007 Greenbuild Annual International Conference and Expo, USGBC-LA received two national awards from USGBC: First Place Award of Excellence, Advocacy, and Honorable Mention, LEED®. USGBC-LA has also recently produced a 2008 Membership Directory, published by McGraw-Hill Construction. Dr. Williams was editor and principal photographer for the Directory.
In recent years, Dr. Williams has traveled extensively throughout Brasil. He was recently a featured speaker at the Third Annual Brasilian Conference on Sustainability in Sao Paulo, speaking on the relationship between culture and sustainability and the potential of applying LEED® strategies in that country. He is also currently completing a documentary of his travels.
Dr. Williams holds a Ph. D., in Anthropology, an M. A. in Folklore and Mythology, and a B. A. in History, all from UCLA in Los Angeles. He has amassed over thirty-five years of experience as a professional educator, having taught at fifteen universities and colleges.
He has published over 300 articles and essays on American culture and is co-author of a textbook on the music industry. He has many production credits in radio, cable television and commissioned projects. He is also an accomplished photographer.
Douglas P. Wilson
Mr. Wilson brings nearly 30 years of experience in problem resolution, development, and real estate management to his Companies' clients. During his career, Mr. Wilson has overseen the development and management of nearly $4 billion in assets and has served as a Court Appointed Fiduciary for nearly 450 matters in both State and Federal Courts. Prior to founding Douglas Wilson Companies in 1989, he was the managing general partner of the company that developed Symphony Towers, a $160 million, 1.2 million square foot office and hotel complex; downtown San Diego's largest mixed-use project of its kind.
Mr. Wilson holds a Bachelor of Arts degree from the University of Denver. He is a member of several professional and community-based organizations, including the Urban Land Institute, National Association of Industrial and Office Parks, the International Council of Shopping Centers, the Bankruptcy Forum, Receivers Forum and the Lambda Alpha national real estate fraternity. He currently serves as Chairman of the Board of the University Club Atop Symphony Towers, is a board member of the Sidney Kimmel Cancer Center, member of the Rotary Club of San Diego, and formerly served as the Vice Chairman of the Downtown San Diego Partnership. Mr. Wilson has authored articles for general news and business publications and is often a featured speaker at various business and civic meetings and seminars.
Multi-million dollar developers to first-time homeowners all agree that timing is everything in real estate. And few in the industry can anticipate trends better than Richard S. Ziman. Whether it was landing his first professional job, as an attorney for Loeb & Loeb in the 1970s, when real estate law was practically non-existent, or when he began investing in office buildings in 1982, creating the privately held Pacific Financial Group, decades before L.A.’s commercial market began to mature, Ziman has always been one step ahead of the industry.
He took the commercial investment firm he founded, Arden Realty, Inc., public in 1996, years before Wall Street began infusing capital into the real estate sector. Arden’s IPO was oversubscribed at 9 to 1, (debuting at $20 per share), and the firm eventually grew into the largest publicly traded office landlord in Los Angeles. Nearly a decade later, when Ziman engineered Arden’s sale, whose portfolio had grown to 20 million square feet and more than 200 buildings, to General Electric, the stock was trading at $45 per share. The $4.8 billion deal was the largest real estate transaction in the history of Southern California, and a 10-year Arden investor would have seen a 20% annual return since the firm went public. Today, as the chairman of American Value Partners, Ziman oversees a $500 million discretionary fund (backed by the likes of pension fund giants CalPRS and CalSTRS) and, once again, all industry eyes are poised on what the gold-fingered executive will do next.
Perfect timing is also the term to describe Ziman’s involvement in the UCLA center that bears his name. Who else would have sensed, in 2001, that Westwood was ripe for a world-class center linking students, faculty, and real estate professionals? Who else but Ziman, whose philanthropic gifts have ranged from the Hebrew University of Jerusalem to the City of Hope Medical Center, could have jumpstarted such a far-reaching facility right in his own backyard? “Real estate is much more than just an industry,” Ziman says from his Beverly Hills home. “It’s a social, political, personal, and economic reality that permeates our everyday lives. From the freeways we drive on every day to work, to the County parks where we send our kids, real estate is the connecting fiber that impacts everyone.”
If Ziman had never endowed a single program at UCLA, his philanthropic legacy would still be intact. But when the opportunity came along to be the naming donor for an academic research center in his own industry, he knew it was the match of a lifetime. “I actually went to the law and dental schools across town at USC,” Ziman recalls, “but in my heart of hearts I’ve always been a Bruin. My law practice was based on the West Side, and over the years I’ve had opportunities to teach at UCLA and see, first-hand, the quality it has produced.” Ziman says there’s not a public university in the country that combines top-flight faculty and students with research expenditures like UCLA. “The work coming out of UCLA has an impact that’s felt on a global level, and that was the kind of real estate center Southern California needed,” he notes.
When Ziman talks about real estate, particularly the Southern California office market, people listen. He says that one of the reasons he got out of buying and selling commercial buildings is that he felt the market had pretty much peaked. “Cap rates are at all-time historic lows, and pricing just can’t go any higher,” notes Ziman. “I have one more good ten-year-run left in me and I didn’t want it to be with a public company. That’s why AVP was such a unique and appealing opportunity.” Ziman’s latest endeavor operates as a “fund of funds”. With half-a-billion in capital from the nation’s largest public pension funds, AVP finds emerging real estate funds, managed by seasoned investors (not developers), and invests anywhere from $40 to $60 million per fund. The funds, which range from $125 to $350 million, touch real estate projects all over the nation, from Washington D.C. to New York to Dallas. “We are the largest firm in our category in America, with half-a-billion in assets right out of the box,” Ziman says proudly.
People also listen carefully when Ziman talks about his goals for a world-class real estate center. Having served on advisory boards to the nation’s best centers – The Zell/Luire Center for Real Estate at Wharton, the Fisher Center for Real Estate at UC Berkeley, and the Real Estate Institute at New York University – Ziman feels UCLA’s potential is a cut above all others. “Los Angeles has the largest and most diversified economy in America – a critical mass of economic sectors, from manufacturing to high tech to entertainment,” he continues. “The chance for synergy between this huge reservoir of knowledge and such a dynamic economy is unprecedented. Real estate is as much about political and social forces as economic and the Ziman Center, more than any other facility in the country, I feel, can fulfill that imperative.”
Ziman says that spanning campus disciplines and resources was his vision for the Center the moment he became the naming donor; and new relationships with UCLA’s Schools of Law, Architecture, Urban Planning, and Engineering have made good on that goal. Likewise for the Ziman Center’s recent summit on housing, which brought together mayors from around the nation to address the crisis in low-income housing. “The people behind the Ziman Center came within two percent of passing a $1 billion affordable housing bond for voters in the City of Los Angeles,” Ziman reflects. “It’s vital that we engage the politicians who, in the final analysis, will have a great role to play in how real estate impacts our urban centers. Are we up to the challenge? I believe the answer is yes, if the vision begins at institutions like UCLA, working in tandem with business and political leaders to take us to each successive level of innovation.”
P.O. Box 7007
Rancho Santa Fe, CA 92067-7023
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Paula began her career as a real estate broker in Beverly Hills, as owner/broker of Paula Reddish Real Estate in 1969. While working, she enrolled in law school, graduated and went to work with Fleischman & Rigdon, as of counsel, in 1983. She later worked with Saltzburg, Ray and Bergman and in 1994, then associated with Schwartz, Wisot and Wilson, all in of counsel relationships. Her practice focused on real estate matters: sales, leases, boundary disputes and representation of many of the boutique brokerage firms on the Westside. In 1999, Governor Gray Davis appointed Paula to the position of Commissioner of the Department of Real Estate for the State of California. She remained in that position until 2003, when she resigned and retired.
After 4 years of retirement, Paula embarked on a new mission: to change the way people park their cars. With her partners, she established (API) AutoParking International, a company dedicated to providing and developing automated parking facilities for their own account, developers and municipalities.
In the 1980’s and 1990’s, Paula’s diverse interests led her to establish Westside Accommodators Inc. and Real Estate Mediation and Arbitration Inc. She continues to pursue her interest in alternative dispute resolution as a mediator and arbitrator of real estate disputes.
Paula was President of the Beverly Hills Board of Realtors in 1984. She served on the Los Angeles City Rent Adjustment Commission in 1999 and was a member of the County of Los Angles Assessment Appeals Board in 1998 and 1999.
In 1989, Paula began her involvement with the Los Angeles County Bar Association Real Property Section. She became Section Chair in 2006 and will be honored by the Section as the Outstanding Real Estate Lawyer of 2008.