K A K Nov. 14-16CBRE Global Real Estate Securities, LLC Martin Barber, Chief Executive, Capital &...

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072007 NAREIT ANNUAL2007 NAREIT ANNUAL

NAREIT’s

CONVENTIONCONVENTION

las vegas

Registration Materials

National Association of Real Estate Investment Trusts®

REITs: Building Dividends and Diversification®

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2007NAREIT

N o v . 1 4 - 1 6 • B e l l a g i o H o t e l • L a s V e g a s , N V

Save The Date!Nov. 14-16

B e l l a g i o H o t e l

Annual Convention

Building Div idends & Diversif icat ion

Pro

gram

Dire

ctor

s

Richard CampoChairman & CEOCamden Property Trust

Mark Decker, Sr.Managing Director Robert W. Baird & Co.

Sam KoliasCEOBoardwalk REIT

Matthew OstrowerManaging Director Morgan Stanley

2007 NAREIT Annual Convention

ConferenceHighlights:

Wed., Nov. 14, 12:00 Noon: Opening Lunch—Chair’sWelcome/CEO Marketplace

Wed., Nov. 14, 2:30 pm: General Session—State of theIndustry

Thurs., Nov. 15, 9:00 am: General Session—The Global Real EstateInvestment Proposition

◆

…

:

2007NAREITAnnual ConventionBuilding Div idends & Diversif icat ion

Tuesday, November 13

3:00pm - 6:00pm Registration Opens

Wednesday, November 14

7:30am - 6:00pm Registration

7:30am - 6:00pm Networking Room / Internet CaféSponsored by IntraLinks

7:30am - 6:00pm Press Room

7:30am - 9:30am Networking Breakfast

8:00am - 5:00pm REITPAC Suite (by invitation only)

8:30am - 10:00am Government Relations Committee

9:00am - 11:30am Executive Committee (by invitation only)

10:00am - 11:00am Investor Relations Committee (by invitation only)

10:00am - 11:30am Accounting Committee

12:00pm - 2:00pm Opening Lunch: CEO MarketplaceChair’s Welcome / Industry Awards

Sponsored by Lehman Brothers

Moderator: NAREIT Chair Martin (Hap) Stein, Jr., Chairman & CEO, Regency Centers Corporation

Panelists: Richard Campo, Chairman & CEO, Camden Property Trust

James Flaherty, III, Chairman & CEO, HCP, Inc.Laurence Geller, President & CEO, Strategic Hotels

& Resorts, Inc.Randall Griffin, President & CEO, Corporate Office

Properties TrustSam Kolias, CEO, Boardwalk REIT

2:30pm - 4:00pm General Session: State of the Industry

Moderator: TBD

Panelists: Mark Decker, Sr., Managing Director, Robert W. Baird & Co.

Paul McEvoy, Senior Managing Director, DRA Advisors, Inc.

Matthew Ostrower, Managing Director, Morgan Stanley

Additional Panelists TBD

5:00pm - 6:30pm Opening Reception

Sponsored by Greenberg Traurig, LLP and Merrill Lynch & Co., Inc.

Program At-A-Glance

Martin (Hap)Stein, Jr.

Wednesday, November 14 (continued)

6:00pm - 9:00pm Board of Governors Meeting and Dinner(by invitation only)

Speaker: Doris Kearns Goodwin, Presidential Historian and Pulitzer Prize-Winning Author

Dinner Sponsored by Goodwin Procter LLPSpeaker Sponsored by Hogan & Hartson LLP

Thursday, November 15

7:30am - 5:00pm Registration

7:30am - 5:00pm Networking Room / Internet CaféSponsored by IntraLinks

7:30pm - 5:00pm Press Room

7:30am - 8:45am Investors Advisory Council Breakfast(by invitation only)

7:30am - 9:00am Networking Breakfast

Sponsored by Reznick Group

8:00am - 5:00pm REITPAC Suite (by invitation only)

9:00am - 12:00pm General Session: The Global Real Estate Investment Proposition

The AmericasIntroduction: Michael Brooks, CEO, REALPAC

Moderator: Paul Ingrassia, Managing Director & Head of North America Real Estate & Lodging, Citi

Panelists: Michael Fascitelli, President, Vornado Realty TrustHamid Moghadam, Chairman & CEO, AMB Property

CorporationWilliam Sanders, Co-Chairman & Co-CEO, Verde RealtyScott Wolstein, Chairman & CEO,

Developers Diversified Realty Corporation

Asia and AustraliaIntroduction: Peter Mitchell, CEO, APREA

Moderator: Richard Johnson, Managing Director, Istithmar

Panelists: Pietro Doran, Chairman & Principal Partner, Doran Capital Partners


Program At-A-Glance

DorisKearns

Goodwin

Thursday, November 15 (continued)

Colin Dyer, President & CEO, Jones Lang LaSallePhilippa Kelly, General Manager-Institutional

Funds Management, Centro Properties GroupJeffrey Schwartz, CEO, ProLogis

EuropeIntroduction: Philip Charls, CEO, EPRA

Moderator: Michael Levy, Managing Director, Morgan Stanley

Panelists: Jeremy Anagnos, Managing Director, CBRE Global Real Estate Securities, LLC

Martin Barber, Chief Executive, Capital & Regional plcSteven Brown, Managing Director, Neuberger BermanJohn Robertson, Managing Director & CEO-Global

Real Estate Securities, RREEF

10:45am - 11:00am Networking Break

12:30pm - 2:30pm Lunch General Session: The Real Estate Investment Continuum – Direct, Indirect, and In-between

Sponsored by DLA Piper US LLP

President’s Remarks: Steven Wechsler, President & CEO, NAREIT

Moderator: Arthur Coppola, President & CEO, The Macerich Company

Panelists: Barden Gale, Managing Director, CIO-Real Estate, ABP Investments US, Inc.

Mike Kirby, Managing Director, Green Street Advisors Inc.Additional Panelists TBD

2:30pm - 3:00pm Networking Break

3:00pm - 4:30pm Spotlight Session: Debt Markets Today–Creditworthy?

Moderator: TBD

Panelist: John Kriz, Managing Director-Real Estate, Moody’s Investor Services

Todd Yongberg, Senior Portfolio Manager, ABN AMRO Asset Management

Additional Panelists TBD

4:30pm - 5:30pm Real Estate Portfolio Reception (by invitation only)

4:45pm - 6:00pm Research Council (by invitation only)


Program At-A-Glance

StevenWechsler


Program At-A-Glance

Thursday, November 15 (continued)

5:00pm - 6:00pm Women in NAREIT Reception (female registrants only)

5:30pm - 6:30pm New Member / International Guest Reception(by invitation only)

Friday, November 16

7:30am - 10:00am Registration

7:30am - 10:00am Networking Room / Internet CaféSponsored by IntraLinks

7:30am - 10:00am Press Room

7:30am - 8:30am Leader in the Light Breakfast (by invitation only)

8:00am - 10:00am REITPAC Suite (by invitation only)

8:00am - 10:00am Breakfast General Session: The Iraq Fiasco—How We Got There, Where We Are Going

Speaker: Thomas Ricks, Senior Pentagon Correspondent, The Washington Post

Breakfast and Speaker Sponsored by Locke Lord Bissell & Liddell LLP

ThomasRicks

Hotel AccommodationsBellagio Las Vegas3600 Las Vegas Boulevard, SouthLas Vegas, NV 89109Hotel Phone – 702/693-7111Hotel Fax – 702/693-8585

NAREIT Group Rates - SOLD OUT$217 single/double – Deluxe$269 single/double – Deluxe Lake View

Check-In: 3:00pmCheck-Out: 12:00noon

Internet Access$12.95 for unlimited in-room high speed access

Hotel Parking24-hour complimentary valet parking

AttireBusiness attire is appropriate for all sessions and events during the convention.

Please visit the Annual Convention section on the NAREIT website for informationabout Bellagio restaurants and other attractions as well as up to date details aboutthe convention — http://www.nareit.com/meetings/conf2007

Questions

Convention Details 2007NAREITAnnual ConventionBuilding Div idends & Diversif icat ion

Convention RegistrationKristin Bahny, Manager, Meetings &[email protected]

Hotel ReservationsTrey Grellia, Housing Director305.948.6345, [email protected]

Hotel ReservationsLuis Rimoli, Housing Supervisor305.948.6345, [email protected]

Convention IssuesPam Coleman, VP, [email protected]

Suite IssuesBarbara Drag, Director, [email protected]

SponsorshipMeghna Mathur, Director, MemberAffairs & [email protected]

For more information about sponsorship opportunities please contact Meghna Mathur,Director, Member Affairs & Marketing, 202-739-9434, [email protected].

Sponsors(as of Oct. 11, 2007)


Gold

Silver

Media

Platinum

Hotel Reservations Bellagio Las Vegas - SOLD OUTFor other housing options, please contact NAREIT’s housing coordinator at 305-948-6345, ext. 21 or [email protected]

________________________________________________________________________name

________________________________________________________________________e-mail of contact to receive hotel confirmation

________________________________________________________________________ arrival date departure date

bed type: ❑ king ❑ 2 doubles

smoking preference - ❑ non-smoking ❑ smoking

________________________________________________________________________special request

Convention RegistrationRegistration fees include educational sessions, opening reception, breakfasts, luncheons,and refreshment breaks.

❑ Corporate Member*

❑ Corporate Member Group Discount**

❑ Associate Member

❑ Academic/Tax-Exempt Member

❑ Non-Member

❑ Opening Reception Guest Ticket

*Employee of a member REIT or public real estate operating company.**Three or more employees of a corporate member who register at the same time.

Convention Payment(If you register by fax, please DO NOT mail the original copy.)

Total: $________________________

❑ Check enclosed made payable to NAREIT.

Bill my:

❑ VISA ❑ MasterCard ❑ AmEx

_________________________________________________________________account number

_________________________________________________________________expiration date

_________________________________________________________________cardholder name

_________________________________________________________________cardholder signature

❑ Mr. ❑ Ms. ❑ Mrs.

_______________________________________________________________________first name/middle initial/last name

________________________________________________________________________nickname (for badge) title

________________________________________________________________________organization

________________________________________________________________________street address/suite or floor

________________________________________________________________________city/state/zip/country

________________________________________________________________________phone fax

________________________________________________________________________e-mail

Convention Registration and Hotel Reservation Form

Convention Cancellation PolicyMUST BE IN WRITING to Kristin Bahny at [email protected] convention refunds will be issued for cancellations receivedon or before Oct. 19, 2007, less a $100 processing fee. No refunds will be granted after Oct. 19, 2007.

❑ Please check here and attach a written description if yourequire special assistance to participate in this meeting.

Ways to Register■ On-line: at www.nareit.com – open 24 hours a day

Must be received by Nov. 2 for processing.■ Fax: with credit card payment to 800-615-3702■ Mail: with check or credit card payment to:

National Association of Real Estate Investment Trusts1875 I Street, NW, Suite 600, Washington, DC 20006Must be received by Nov. 2 for processing.

Hotel Deposit❑ use credit card as above

❑ use different credit ccard

❑ VISA ❑ MasterCard ❑ AmEx ❑ Diners Club ❑ Discover

_________________________________________________________________account number

_________________________________________________________________expiration date

_________________________________________________________________cardholder name

_________________________________________________________________cardholder signature

Note: All room reservations will be charged a one-night, non-refundabledeposit at the time of reservation request.

Hotel Cancellation PolicyMUST BE IN WRITING to Trey Grellia (NAREIT housing coordinator)at [email protected] or fax to: 800-615-3702 at least 72 hours prior toarrival.

$895

$750

$1,195

$550

$1,895

$100

$995

$850

$1,295

$650

$1,995

$100

FAX THIS FORM TO: 800-615-3702

For International Faxes: 1-202-739-9402

On or beforeOct. 26

On or afterOct. 27


PERSONAL INFORMATION.

Please print clearly or type. Information will berecorded exactly as it appears.

_______________________________________________Individual name

_______________________________________________Title

_______________________________________________Organization name

_______________________________________________Business address (Primary address)

_______________________________________________City, State, Zip

_______________________________________________Telephone

_______________________________________________Facsimile

_______________________________________________E-mail

MEMBERSHIP APPLICATION Please checkonly one codethat bestdescribes your organizationand position.

Membership Information

Primary.....................................................$1045.00The first individual to join NAREIT from each office location of an organization. Associate Membership isnot available to employees of REITs and publicly traded real estate companies.

Additional.................................................$605.00Each individual, subsequent to the primary member, tojoin NAREIT from a specific office location of a specificorganization. (Additional Associate Membership only available after the primary Associate from the same officehas joined NAREIT. To determine if you qualify for this membership category, please contact Meghna Mathur at 1-800-3NAREIT or 202-739-9400.)

Tax-Exempt Institutional Investor.........................................................$330.00Any employees of a tax-exempt organization (i.e.,endowment, foundation, pension fund) that is an institutional investor. (This category does not apply toadvisors to these entities).

Academic.................................................$220.00Available to full-time university level professors andlibraries only. Not available to students. (Please enclosea copy of your credentials with application).

For information regarding Associate Membership, contactMeghna Mathur at 1-800-3NAREIT or 202-739-9400 or Bonnie Gottlieb at 1-800-3NAREIT or 202-739-9444.

REAL ESTATE❑ Advisor. . . . . . . . . . . . . . . . . . . . . . . RE-AD❑ Appraisor . . . . . . . . . . . . . . . . . . . . . RE-AP❑ Asset Manager. . . . . . . . . . . . . . . . . RE-AM❑ Broker . . . . . . . . . . . . . . . . . . . . . . . RE-B❑ Developer/Operating Company. . . . RE-D❑ Investor . . . . . . . . . . . . . . . . . . . . . . RE-I❑ Investor Relations . . . . . . . . . . . . . . RE-IR❑ Marketing. . . . . . . . . . . . . . . . . . . . . RE-M❑ Owner . . . . . . . . . . . . . . . . . . . . . . . RE-O❑ Professional . . . . . . . . . . . . . . . . . . . RE-P❑ Property Manager . . . . . . . . . . . . . . RE-PM❑ Public Relations. . . . . . . . . . . . . . . . RE-PR❑ Real Estate Consultant . . . . . . . . . . RE-REC❑ REIT Analyst . . . . . . . . . . . . . . . . . . RE-RA❑ REIT Consultant. . . . . . . . . . . . . . . . RE-RC

LAW FIRM❑ Environmental . . . . . . . . . . . . . . . . . LF-EL❑ Real Estate. . . . . . . . . . . . . . . . . . . . LF-REA❑ Securities, Corporate. . . . . . . . . . . . LF-SCA❑ Tax . . . . . . . . . . . . . . . . . . . . . . . . . . LF-TA

ACCOUNTING FIRM❑ Audit. . . . . . . . . . . . . . . . . . . . . . . . . AF-AA❑ Tax . . . . . . . . . . . . . . . . . . . . . . . . . . AF-TA❑ Real Estate Consulting . . . . . . . . . . AR-REC❑ M&A Consulting. . . . . . . . . . . . . . . . AF-MAC

CONSULTING SERVICES❑ Executive Recruitment. . . . . . . . . . . CS-ER❑ Environmental . . . . . . . . . . . . . . . . . CS-EN❑ Financial. . . . . . . . . . . . . . . . . . . . . . CS-F❑ Investor Relations . . . . . . . . . . . . . . CS-IR❑ Management . . . . . . . . . . . . . . . . . . CS-M

ACADEMIC INSTITUTION❑ Full-Time Real Estate Professor . . . AC-P❑ Academic Library. . . . . . . . . . . . . . . AC-LIB

INSTITUTIONAL INVESTMENT FIRM❑ Advisor-Bonds . . . . . . . . . . . . . . . . . II-BA❑ Advisor-Real Estate . . . . . . . . . . . . . II-REA❑ Advisor-Stocks . . . . . . . . . . . . . . . . II-SA❑ Buy Side Analyst . . . . . . . . . . . . . . . II-BSA❑ Investor . . . . . . . . . . . . . . . . . . . . . . II-I❑ Pension Fund . . . . . . . . . . . . . . . . . PFD❑ Sell Side Analyst . . . . . . . . . . . . . . . II-SSA

INVESTMENT BANK❑ Buy Side Analyst . . . . . . . . . . . . . . . IB-BSA❑ Corporate Finance. . . . . . . . . . . . . . IB-CF❑ Institutional Sales . . . . . . . . . . . . . . IB-IS❑ Investment Banker. . . . . . . . . . . . . . IB-IB❑ Real Estate. . . . . . . . . . . . . . . . . . . . IB-RE❑ Research . . . . . . . . . . . . . . . . . . . . . IB-RES❑ Retail Sales . . . . . . . . . . . . . . . . . . . IB-RS❑ Securities Trader . . . . . . . . . . . . . . . IB-ST❑ Sell Side Analyst . . . . . . . . . . . . . . . IB-SSA

FINANCIAL PLANNER . . . . . . . . . . . . . . . FPL

RATINGS AGENCY . . . . . . . . . . . . . . . . . RTG

COMMERCIAL BANK❑ Real Estate Lender . . . . . . . . . . . . . . CB-REL❑ Capital Markets Professional. . . . . . CB-CM

INSURANCE COMPANY❑ Capital Markets Professional. . . . . . INS-CM❑ Broker . . . . . . . . . . . . . . . . . . . . . . . INS-B❑ Consultant . . . . . . . . . . . . . . . . . . . . INS-C❑ Mortgage Underwriter . . . . . . . . . . . INS-M❑ Real Estate Lender . . . . . . . . . . . . . INS-REL

MORTGAGE BANKING❑ Underwriter . . . . . . . . . . . . . . . . . . . MB-L❑ Originator . . . . . . . . . . . . . . . . . . . . . MB-R❑ Servicer . . . . . . . . . . . . . . . . . . . . . . MB-SVC

TITLE INSURANCE❑ Broker . . . . . . . . . . . . . . . . . . . . . . . TI-B❑ Underwriter . . . . . . . . . . . . . . . . . . . TI-U❑ Servicer . . . . . . . . . . . . . . . . . . . . . . TI-S

NON PROFIT❑ Real Estate Trade Association. . . . . NP-RE❑ Other . . . . . . . . . . . . . . . . . . . . . . . . NP-O

MEMBER PARTICIPATION(a) Would you like to receive NAREITʼs GovernmentRelations summaries via e-mail of all IRS rulings concerning REITs? ❑ Yes ❑ No

(b) Included in membership is committee participation. Please select a committee and/or subcommittee in which you would like to be involved:

❑ Accounting❑ Government Relations

❑ SEC Subcommittee❑ State and Local Tax Subcommittee

❑ Insurance❑ Investor Relations

(c) Do you have any personal acquaintances or business associates who would be interested in receiving membership or publications information fromNAREIT? Please provide name and e-mail._______________________________________Name

_______________________________________E-mail

PAYMENT INFORMATIONThe duration of your NAREIT membership is one fullyear, beginning the month in which payment is received.

❑ Enclosed is my check for $___________________

❑ Please bill my❑ Visa ❑ MasterCard ❑ AMEX

for the amount of:❑ $1045ºº ❑ $605ºº ❑ $330ºº ❑ $220ºº

________________________________________Account Number

________________________________________Expiration Date

________________________________________Signature

TERMS(1) The Board of Governors will not approve the Associate Membership of any employee, sponsor oradvisor of an entity that qualifies as a real estate invest-ment trust or publicly traded real estate companyunder the Internal Revenue Code. In such case, theemployer must apply for Corporate Membership.

(2) Dues, contributions or gifts to NAREIT are not taxdeductible as charitable contributions for income taxpurposes. However, they may be tax deductible as ordi-nary and necessary business expenses. Trade associationdues may not be deducted to the extent the associationconducts lobbying activities. NAREIT estimates that thenondeductible portion of your 2007 dues—the portionthat is allocable to lobbying—is 25 percent.

(3) Upon acceptance of this application for membership, the member agrees to abide by all applicable provisions of the Code of Ethics and Bylawsof NAREIT.

(4) Dues are not refundable.

I agree to the terms set forth above.

_______________________________________Signature Date

FORWARD SIGNED APPLICATION TO: National Association of Real Estate Investment Trusts®

1875 I Street, NW, Suite 600, Washington, DC 20006FAX 202-739-9402

MEMBERSHIP APPLICATION

National Association ofReal Estate Investment Trusts®

REITs: Building Dividends & Diversification®

www.nareit.com

7/19/07

K A K Nov. 14-16CBRE Global Real Estate Securities, LLC Martin Barber, Chief Executive, Capital &...

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Transcript of K A K Nov. 14-16CBRE Global Real Estate Securities, LLC Martin Barber, Chief Executive, Capital &...