Keynote Speakers & Plenary Sessions
Opening Session with Keynote Address by Michael Lewis
Thursday • 8:00 a.m. - 9:15 a.m.
Michael Lewis
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Opening the conference will be journalist and best-selling author Michael Lewis who, in a lively question and answer format
led by GE Capital Healthcare Financial Services President and CEO Darren Alcus, will speak candidly about what led to the
sub-prime and worldwide credit crisis and what should be done to avoid another collapse.
Lewis, whose current work examines the financial crises in Iceland, Greece, and Ireland for Vanity Fair and will be the
focus of his next book, Boomerang: Travels in the New Third World, will be asked for insights into the health of the U.S.
economy today, how it compares globally, what lead to its uncertainty, and what's in store for the future.
A shrewd observer of politics, finance, and the American scene, Lewis combines keen insight with his signature wit, making
him one of today's leading social commentators. A renowned best-selling author, Lewis is also a regular contributor to The
New York Times Magazine, Slate, and Bloomberg.
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Lewis' most recent book, The Big Short: Inside the Doomsday Machine (2010), is a darkly humorous account of how the event
that was considered impossible—the free fall of the American economy—finally occurred. He proves that truth really is stranger
than fiction with a razor-sharp analysis of the heroes and villains that drove America's economy overboard. Lewis first
made a name for himself in 1989 with the chart-topping Liar's Poker: Rising Through the Wreckage of Wall Street, an inside
look at his career as a bond trader. Liar's Poker spent 62 weeks on The New York Times Best-Seller List and remains one
of the signature books of the 1980s. He also wrote Moneyball: The Art of Winning an Unfair Game (2003) and The Blind Side:
Evolution of a Game (2006).
A native of New Orleans, Lewis graduated from Princeton University with a degree in art history and earned a master's at
The London School of Economics. Prior to his career as an author, he worked with The Salomon Brothers on Wall Street and
in London.
During the Opening Session, a representative from GE Capital, Healthcare Financial Services will
present the 2011 GE Seniors Housing & Care Journal Awards.
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Networking Luncheon with Keynote Address by Jim VandeHei
What Really Happened in Washington in 2011 and What Should You Expect in 2012?
Thursday • 11:30 a.m. - 1:15 p.m.
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Jim VandeHei, Executive Editor, POLITICO
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As another presidential election season begins to heat up, the NIC Conference in Washington D.C. will be the place to talk
Medicare and Medicaid, health care reform Part II, the CLASS Act and more as each party begins to present its case for tackling
the deficit and the Republican candidates position themselves to challenge President Obama in 2012. Joining us will be Jim
VandeHei, Executive Editor of POLITICO, who will offer an up-to-the-minute point of view on how the political scene is shaping
up and how topics of importance to the seniors housing and care industry might shake out and play a role in the election.
VandeHei co-founded the nonpartisan POLITICO in 2007. Considered a must read by those inside the Beltway, POLITICO is a
leading news organization reaching the White House, Capitol Hill, prominent businesses and millions of people consuming
political news on a daily basis. VandeHei's team of dedicated journalists is known for ahead-of-the-curve reporting and
an insider's understanding of what's going on in Washington.
Starting his career in political journalism, VandeHei has written for Roll Call, The Wall Street Journal, and The Washington
Post. He is a regular political analyst for MSNBC's Morning Joe, as well as a frequent guest on several cable and network
television programs. Additionally, he co-moderated two presidential debates (MSNBC and CNN) during the 2008 campaign. Vanity
Fair recently named VandeHei among the 100 most powerful Information Age thinkers for helping create the "model for the
new media success story." |
The Case for Capital Allocation
Thursday • 3:30 p.m. - 5:00 p.m.
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David Roth
Managing Director
Blackstone Real
Estate Advisors
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Ted Bigman
Managing Director
Morgan Stanley
Investment Management
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Noah Levy
Managing Director
Prudential Real
Estate Investors
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Richard K. Matros
Chairman & CEO
Sabra Health
Care REIT, Inc.
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The seniors housing and care market value is at $260 billion dollars and growing. During the last five years investment
returns for the sector have outperformed other commercial real estate property investments. It's a compelling case for allocation
of capital. Yet, competition with other property types remains intense. A panel of seasoned professionals is ready to hit
this topic head on.
Led by David Roth, Managing Director, Blackstone Real Estate Advisors, the panel will include Ted Bigman, Managing Director,
Morgan Stanley Investment Management, who brings an outsiders perspective as one who invests across all property types;
Noah Levy, Managing Director, Prudential Real Estate Investors, who will address the private-pay seniors housing perspective;
and Richard K. Matros, Chairman & CEO, Sabra Health Care REIT, Inc. and former Chief Executive Officer of Sun Health Care,
for the REIT and skilled nursing angle.
Together, they'll address the reasons for allocating capital to the seniors housing and care sector. What do potential investors
really look for, when is seniors housing the right choice and what are the risks?
Opportunities exist – in private pay seniors housing with its strong market fundamentals and the growing number of quality
operators and in skilled nursing with health care market reform and a focus on finding the lowest cost high quality setting
for transitional or post-acute care. How do you take advantage of these opportunities? Thursday's session will answer this
question and much more. |
Year of the Health Care REIT
Friday • 9:00 a.m. - 10:15 a.m.
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Mike Kirby
Chairman, Director of Research
Green Street Advisors
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George Chapman
Chairman, CEO & President
Health Care REIT, Inc.
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James (Jay) F. Flaherty, III
Chairman & CEO
HCP, Inc.
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Raymond J. Lewis
President
Ventas, Inc.
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In a session that will get Friday off to an eye-opening start, leaders of the three largest healthcare REITs who collectively
handled over $20 billion in deals this year will partake in a candid conversation that will not only reveal information
about the transactions and the overall market place but how each REIT views their relative competitive advantage.
George Chapman, Chairman, CEO & President, Health Care REIT, Inc., James (Jay) F. Flaherty, III, Chairman & CEO, HCP, Inc.
and Raymond J. Lewis, President, Ventas, Inc. will share insights with moderator Mike Kirby, Chairman, Director of Research,
Green Street Advisors. The session will cover how they view the various healthcare related asset classes with a focus on
senior housing and post-acute/skilled nursing, a look at their major deals from 2011 and what opportunities they see in
the coming year.
Several of the transactions completed were done utilizing the RIDEA structure. What were the factors considered in electing
to utilize RIDEA for some transactions and not others? How did using RIDEA impact their view on valuations? What makes an
ideal RIDEA partner and how does one best align interests among the REIT and its operating partner? How important is asset,
tenant or geographic diversification? And having completed several multibillion dollar plus transactions, are the "smaller"
deals of lesser interest?
The session will take attendees beyond the basics and into each company's leadership style and brand. How does each define
their approach and why does it work? What is the perceived added value for the operator?
With all three REITs now included in the S&P 500, healthcare real estate has become an important category within commercial
real estate. Don't miss this unique opportunity to hear REIT leaders share how they got to where they are today and their
strategies for going forward.
Download the
NIC Annual Conference Preliminary Program.
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