Middle Market – Investor Summit

May 6, 2019

Middle Market • Research Study

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NIC Middle Market Investor Summit

The following was released May 21, 2019 at the Yale Club in New York City.  Focused on the opportunities and challenges for senior housing investors and operators, the event included several panel discussions with experts representing the sector, including:

  • Investment Thesis—Equity Perspective

    • Moderator: Beth Mace, Chief Economist and Director of Outreach, NIC
    • Panelists: Pam Herbst, Managing Director, AEW Capital Management
    • John Mark Ramsey, Chief Executive Officer, Sentio Investments, LLC
    • Andrew Brett, Principal, Director of Real Assets Research, NEPC
  • Investment Thesis—Debt Perspective

    • Moderator: Beth Mace, Chief Economist and Director of Outreach, NIC
    • Panelists: Robert M. White, Jr., Founder and President, Real Capital Analytics
    • Michael Patterson, Vice President, Underwriting and Credit, Freddie Mac
    • Christopher Callaghan, Group Manager, Mid Atlantic, M&T Bank
    • Heidi Brunet, Managing Director, Berkadia
  • Operator Perspective/Successful Strategies to Date

    • Moderator: Kai Hsaio, Chief Executive Officer, Eclipse
    • Panelists: Thomas Grape, Chairman and Chief Executive Officer, Benchmark Senior Living
    • Gaurie Rodman, Director, Development Services, Direct Supply
    • Judy Marczewski, Chief Financial Officer, Leisure Care
  • How do we move forward and engage capital providers?

    • Discussion Leader: Bob Kramer, Founder and Strategic Adviser, NIC

Study resources released as part of this event include:

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Together, let’s figure out housing and care options that meet the needs of our middle-income seniors. Connect with us and join the conversation!