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Latin America: Opportunities in Real Estate Development, Investment, and Finance
Date: October 27 - 28, 2008
Time: 8:00 AM
Location: Miami, FL
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Latin America is hot! As one of the world’s fastest-emerging markets, it is garnering more and more attention from investors around the globe. At this year’s conference, you will gain the information you need in order to evaluate investment and development opportunities in Latin America. You will learn about opportunities, strategies, and lessons learned from international investors who are currently active in the region, as well as from leading Latin American developers. Join us as we explore opportunities in development, investment, and finance in Latin America. Network and make important contacts for future business ventures.

What You Will Learn

  • How do investment and development opportunities in Latin America compare with those in other regions of the world?
  • What is driving today’s unparalleled flow of real estate investment capital into Latin America and how long will it last?
  • What are the ten most important things you need to know in order to evaluate Latin American development and investment opportunities?
  • How can Latin American developers get access to foreign capital?
  • What are the keys to establishing successful joint venture partnerships?
  • Where are the best opportunities in office, industrial, retail, resort, hotel, and housing development?
  • How is Latin America’s growing middle class creating new opportunities in almost every real estate sector?

Conference Chair

Peter C. Roberts
Chief Executive Officer, Americas
Jones Lang LaSalle

Roberts is chief executive officer of Jones Lang LaSalle’s Americas region, where he is responsible for strategic planning, tactical oversight, and senior-level management for North American and Latin American operations and nearly 7,700 employees across five countries in 44 key markets. Roberts is also a member of the firm’s Global Executive Committee.

Keynote Speakers

Sam Zell
Chairman
Equity Group Investments

Zell’s investments span industries and continents, and include interests in finance, energy, transportation, communications, and real estate. He is the chairman of five public companies listed on the New York Stock Exchange. He is also chairman of his private entrepreneurial investment firm, Equity Group Investments, which was the originator of three of the largest REITs in the real estate industry. He is chairman of Equity International, a privately held, leading investor in real estate–related businesses outside the United States. Through Equity International, Zell has been a longtime investor in Latin America. Most recently, Equity International originated the public offerings for three international companies in which Zell maintains substantial interests: Gafisa, the leading homebuilder in Brazil; BR Malls, one of the largest shopping center owners and operators in Brazil; and Homex, the fastest-growing homebuilder in Mexico.

Roberto Ordorica
Chief Executive Officer
Prudential Real Estate Investors–Latin America

Ordorica is a managing director of Prudential Real Estate Investors (PREI) and chief executive officer of PREI–Latin America. He manages PREI’s investment management business in Latin America and integrates PREI’s regional offices throughout Latin America with PREI’s headquarters in Parsippany, New Jersey. Ordorica has participated in some of the most significant real estate transactions in Latin America. Before joining PREI, he was head of the Latin America team at JPMorgan’s Global Real Estate Investment Banking group.

Vicente Fox
Former President of Mexico

When elected president of Mexico in 2000, Fox broke the stranglehold the ruling Institutional Revolutionary Party had held on the state for seven decades. A charismatic reformer, Fox is credited with playing a vital role in Mexico’s democratization and with strengthening the country’s economy. During his tenure, he succeeded in controlling inflation and interest rates, and in achieving for Mexico the lowest unemployment rate in all of Latin America. In his book Revolution of Hope, Fox outlines a new vision of hope for the future of the Americas. He speaks out forcefully on hot global topics such as immigration, the war in Iraq, racism, globalization, the role of the United Nations, free trade, religion, gender equity, indigenous rights, and the moral imperative to heal the global divide between rich and poor nations.

Paul A. Volcker
Consultant

Serving in the Federal Government for almost 30 years and holding high office under five presidents, Paul Volcker served two consecutive terms as chief executive officer of the Federal Reserve System as chairman of the Board of Governors. His vast experience and knowledge in banking and finance is insurmountable. He will share with us a wealth of insight on the historical patterns and future of the international economic scene. Volcker will provide his unique perspective on the economy and the short and long-term outlook.

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Monday, October 27

8:30–8:45 a.m.
Welcoming Remarks

Peter C. Roberts
Conference Chair and Chief Executive Officer, Americas
Jones Lang LaSalle
Chicago, Illinois

8:45–9:15 a.m.
Opening Keynote Session
Keynote Speaker:
Roberto Ordorica, Chief Executive Officer, Prudential Real Estate Investors–Latin America, Parsippany, New Jersey

The Latin American Paradigm

As real estate capital markets become increasingly global, so, too, do local real estate markets and the companies that operate within them. Latin America is no exception. With foreign capital flowing into Latin America, firms are leveraging domestic and international operational expertise to form large-scale real estate companies with global vision. Roberto Ordorica, chief executive officer of Prudential Real Estate Investors–Latin America, will discuss the reasons for and implications of the confluence of capital, operational expertise, and the willingness to cross borders.

9:15–10:15 a.m.
Plenary Session

Trends and Opportunities in Latin American Real Estate: The Developer’s Perspective

How has the real estate industry changed in the last few years? What markets and products are hot? What will drive future opportunities? What are the biggest challenges for cross-border joint ventures? What are developers looking for from investors besides capital infusions? Is sustainable development an emerging trend and opportunity? Get the inside story from our panel of leading Latin America developers.

10:20–10:35 a.m.
Spotlight Session

Market Spotlight on Brazil

What are the hottest sectors and regions in Brazilian real estate? Where is the greatest growth potential? What is driving outside investment in Brazil’s real estate market and will it last? Learn at least ten key things you need to know in order to evaluate investment and development opportunities in Brazil.

10:35–10:50 a.m.
Spotlight Session

Market Spotlight on Mexico

Why does Goldman Sachs predict that Mexico will be among the world’s top five economies by 2050? What are the best current and future development opportunities? In what sectors are global funds investing? What impact is the U.S. economic downturn having on Mexico? Learn at least ten key things you need to know in order to evaluate investment and development opportunities in Mexico.

10:50–11:15 a.m.
Break

11:15–12:15 p.m.
Plenary Session

Financing Real Estate Investment and Development in Latin America

What are the sources of debt financing for new construction in major Latin American markets? What type of deals are lenders looking for and what are the terms of current debt transactions? How available is financing for existing buildings? What type of financing is available for foreign investors? How has the emergence of public markets changed the real estate industry? What are the barriers to using debt financing in Latin America? What changes are on the horizon? Get answers to these questions and more from top Latin American real estate lenders.

12:30–2:15 p.m.
Luncheon Keynote Session
Keynote speaker: Sam Zell, Chairman, Equity Group Investments, Chicago, Illinois

Perspectives on Latin America

Sam Zell, chairman of Equity Group Investments, has been an active investor in Latin American real estate development for years. Most recently, Zell’s privately held investment company Equity International originated the public offerings for three international companies in which Zell maintains substantial interests: Gafisa, the leading homebuilder in Brazil; BR Malls, one of the largest shopping center owners and operators in Brazil; and Homex, the fastest-growing homebuilder in Mexico. Zell will share his views on the short- and long-term prospects for Latin American economies and real estate development.

2:30–3:30 p.m.
Plenary Session

The Evolution of Global Real Estate Investment in Latin America

Latin America’s real estate market is revved up with billions of dollars of international equity investment capital. Learn the reason from some of the newest and most significant equity players in the region, as well as seasoned long-term investors. How has the investment landscape changed over the last few years? Hear about the investment and exit strategies of these leading investors, their favorite markets and real estate sectors, how their deals were structured to minimize risk, their partnerships with local developers, typical returns, and their plans for the future.

3:30–4:00 p.m.
Plenary Session

Market Spotlights on Argentina, Chile, Colombia, and Peru

Where are the hot investment opportunities in these markets? Where is development occurring, and which types of projects are thriving? Where is the growth potential? Learn at least ten key things you need to know in order to evaluate investment and development opportunities in these markets.

4:00–4:30 p.m.
Break

4:30–5:30 p.m.
Plenary Session

Retail for the New Latin American Middle Class

Strong economic growth and a growing middle class have created an explosion of new opportunities for retail development in some Latin American markets. Where and how is retail changing? Which outside chains are entering Latin America? Who are the big local players and what type of shopping centers do they prefer? Is entertainment a bigger part of the retail mix? Is mixed-use development a factor? What type of products are investors looking for? A panel of developers and retailers with on-the-ground experience with the new breed of Latin American retail will discuss trends, strategies, and lessons learned.

5:30–7:00 p.m.
Cocktail Reception

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Tuesday, October 28

8:00–9:00 a.m.
(Join ULI Fall Meeting attendees)
General Session

Featuring
Paul A. Volcker, Consultant

Serving in the Federal Government for almost 30 years and holding high office under five presidents, Paul Volcker served two consecutive terms as chief executive officer of the Federal Reserve System as chairman of the Board of Governors. His vast experience and knowledge in banking and finance is insurmountable. He will share with us a wealth of insight on the historical patterns and future of the international economic scene. Volcker will provide his unique perspective on the economy and the short- and long-term outlook. You don’t want to miss it.

9:00–9:15 a.m.
Break

9:15–10:25 a.m.
Interactive Roundtables

Meet the Experts

Meet and network with people essential to your future success in Latin America. Join other conference participants in small informal roundtable discussions. Talk directly with experts about Latin American development, financing, and investment issues. Enjoy this opportunity to brainstorm with your peers, share experiences, and get informed opinions regarding your specific interests, questions, and problems.

10:25–10:40 a.m.
Break

10:40–11:40 a.m.
Plenary Session

Opportunities in Resort and Hotel Development

Economic growth, increasing domestic leisure and business travel, and global demographic and tourism trends are motivating international hotel and resort chains to pursue aggressive expansion in Latin America. These companies, as well as strong regional players, are responding to growing market opportunities with new business models and innovative niche products. Learn what is happening and where the opportunities are.

11:45 a.m.–1:00 p.m.
Plenary Session
Latin America 2020

Featured Speaker:
Leanne Lachman, Lachman Associates, New York, New York

Demographics are not destiny, but they are essential for identifying real estate investment and development opportunities. Join Leanne Lachman, a leading expert on the real estate implications of demographic change, for a fast-paced, lively tour of global demographic trends and how these trends will shape demand in Latin America for housing, retail, commercial development, infrastructure, and tourism in the coming decades. A response panel of developers and investors will discuss how they are positioning their companies to capitalize on demographic change.

1:00–2:00 p.m.
Networking Lunch in the Urban Land Expo

(Join ULI Fall Meeting attendees.)

2:00–4:00 p.m.
Speed Learning Sessions

(Join ULI Fall Meeting attendees)

(Choose one of five)

International Real Estate Stories
Hear what is going on in Russia, India, and China. The world is getting smaller, and this session will help you see where the action is.

Stories from the Trenches I
Real deals; real projects. Get insight on challenging projects and how those challenges were met. There will be something for you to learn for your own deals.

III. Stories from the Trenches II
Real deals; real projects. Get insight on challenging projects and how those challenges were met. There will be something for you to learn for your own deals.

Market Realities
The U.S. real estate market is a crazy place these days. Hear from industry researchers what is happening in various markets and what it means for development opportunities today and tomorrow.

Florida Stories
Florida is at the center of the industry's attention in this cycle with a focus being put on projects that are successes as well as examples of lessons learned. These sessions will give you the inside information on issues today in Florida real estate.

4:00–5:00 p.m.
(Join ULI Fall Meeting attendees)
General Session
Featuring
Vicente Fox, Former President of Mexico

When elected president of Mexico in 2000, Fox broke the stranglehold that the ruling Institutional Revolutionary Party had held on the country for seven decades. A charismatic reformer, Fox is credited with playing a vital role in Mexico’s democratization and with strengthening the country’s economy. During his tenure, he succeeded in controlling inflation and interest rates, and in achieving for Mexico the lowest unemployment rate in all of Latin America.

In his book Revolution of Hope, Fox outlines a new vision of hope for the future of the Americas. He speaks out forcefully on hot global topics like immigration, the war in Iraq, racism, globalization, the role of the United Nations, free trade, religion, gender equity, indigenous rights, and the moral imperative to heal the global divide between rich and poor nations.

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Speakers

Francisco Andragnes
Principal - Investment
Prudential Real Estate Investors
Mexico City, Mexico

Geoff Atkins
Senior Vice President and General Manager, The Americas
IMAX Corporation
Mississauga, Ontario

Pedro Azcue
Chief Executive Officer
Jones Lang LaSalle, Latin America
Mexico Ctiy, Mexico

Steve Blank
Senior Resident Fellow, Finance
ULI-the Urban Land Institute
Washington, D.C.

Gerardo Díaz Canales
Director of Real Estate
Wal-Mart Mexico
Mexico City, Mexico

Daniela Carrera-Marquis
Chief, Financial Markets Division
Structured & Corporate Finance Department
Inter American Development Bank
Washington, D.C.

Daniel Citron
Chief Executive Officer
Tishman Speyer Properties
Sao Paulo, Brazil

Abraham Metta Cohen
General Director
GIM Desarrollos
Mexico City, Mexico

Michael Fishman
Shareholder
Greenberg Traurig, LLP
Chicago, Illinois

Philip Fitzgerald
Managing Director
Paladin Realty Partners
Los Angeles, California

Raul Gallegos
Managing Director
GE Real Estate Mexico
Mexico City, Mexico

Jeronimo Gerard
Chief Executive Officer
Mexico Retail Properties
Mexico City, Mexico

Tim Gifford
Director of Investments
CB Richard Ellis Latin America & the Caribbean
Miami, Florida

Bruce Greenberg
President
Valuaciones Montana Verde, SA. DE. CV | Bruce D. Greenberg, Inc.
Tucson, Arizona

David M. Jacobstein
Senior Advisor, Real Estate
Deloitte LLP
New York, New York

Alberto Kader
Partner
Genesis Investment Fund
San Jose, Costa Rica

Joshua Kahr
Principal
Kahr Real Estate Services
New York, New York

Robert Kaplan
Founder and Principal
Olympian Capital  Group
Miami Beach, Florida

Leanne Lachman
President
Lachman Associates, LLC
New York, New York

Marco Larrea
Principal
EDSA
Ft. Lauderdale, Florida

Fabio Maceira
Chief Executive Officer
Jones Lang LaSalle
Sao Paulo, Brazil

Javier Sordo Madaleno
President
Sordo Madaleno Group
Mexico City, Mexico

Thomas McDonald
Chief Strategic Officer
Equity International Properties, Ltd.
Chicago, Illionis

Karen McShea
Principal
Colliers International
Cincinnati, Ohio

Michael B. Melson
Managing Director
Kimco Realty Corporation
New York, New York

Keith Morrow
Senior Vice President and Principal
WilsonMiller, Inc.
Naples, Florida

Alfonso Munk
Executive Director
Morgan Stanley | Merchant Bank
Sao Paulo, Brazil

Fabio Nogueira
President
Brazilian Mortgages
Sao Paulo, Brazil

John Pierce
Vice President
Turner Construction Company
New York, New York

Josef Preschel
Managing Director and Founder
Peninsula Investment Group Inc.
Miami, Florida

Peter Roberts
Chief Executive Officer, Americas
Jones Lang LaSalle
Chicago, Illinois

Shannon Robertson
Managing Director, Latin America Regional Operations
Jones Lang LaSalle
Buenos Aires, Argentina

Jose I. Robledo
Managing Partner
Estrategias Corporativas S.A.
Bogota, Colombia

Carlos Rosso
Executive Vice President
Related Group International
Miami, Florida

Armando Valencia
Head of Rep. Office Mexico
Euro Hypo AG
Mexico City, Mexico

Hernan J. Vela
Executive Director, Urban Ministry
Government of the City of Buenos Aires
Buenos Aires, Argentina

Alejandro C. Yberri III
Director General and Chief Executive Officer
Costa Baja Resort & Marina
Mexico City, Mexico