2015 Commercial Real Estate Series 

Game Changer: 

How and why foreign capital will change commercial real estate in the SF Bay Area.

Recent estimates from major commercial real estate advisors are anticipating major investments in commercial real estate; to the tune of $50 billion.  How will continued foreign investment influence an already expensive market?  To find out, come to the NCCAR exclusive Commercial Real Estate event in Walnut Creek.  An expert panel of capital and investment advisors will tell attendees what to expect in 2015 and how you and your investors and clients can take advantage of it.

Agenda

8:00 AM - Networking and Continental Breakfast

9:00 AM - Speaker Presentation  

Brian Pretti CFA

Managing Editor at ContraryInvestor.com

"Why the current economic and financial market cycle is so different than what we have known in the past.  What are the differences, what’s driving the economy and financial markets, and what may lay ahead?"

“Through the Economic and Financial Market Wormhole” 

10:00 AM - Speaker Presentation

Jenny Lin

International Tax Attorney

“What You Don’t Know About Foreign Investors Can Be Costly and Result in Missed Opportunities”

1. U.S. Tax Considerations as to Foreign Investors
2. Withholding Issues
3. Tax Pros and Cons of Foreign Investors as Equity Owners vs Lenders

11:00 AM Speaker Presentation

Drew Arvay

Managing Partner/Director for DTZ Silicon Valley

Silicon Valley where do we go from here - the ripple effect!

Brian Pretti is the managing editor of ContraryInvestor.com. Contrary Investor is written, edited and published by a very small group of "real world" institutional buy-side portfolio managers and analysts with, at minimum, 20 years of individual Street experience. Our credentials include CFA, CPA and CFP, as well as the obligatory MBA's in Finance. We are all either partners or employees of institutions with at least $1 billion under management.

JENNY C. LIN is certified as a tax specialist by the State Bar of California Board of Legal Specialization. Prior to establishing her own practice in 2011, Jenny Lin was an associate for over ten years at the San Francisco office of Ord & Norman, a Martindale-Hubbell “AV” rated firm. While she was at Ord & Norman, Jenny Lin gained substantial experience in various practice areas, including:

• the use of offshore trusts in the estate planning of high net worth nonresident aliens; 
• tax planning for outbound and inbound investments; 
• advising and planning for individuals wishing to expatriate; 
• a successful income tax refund involving the sale of a high-profile nationally syndicated radio show at various stages, including at the administrative level and civil income tax refund litigation level; 
• representation of taxpayers before the IRS in audit and collection matters; 
• applications for tax exempt status at the state and federal levels; 
• maintenance of tax-exempt status; and 
• trust matters, including administration issues.

http://www.jcllawoffice.com/about-me/   

Drew Arvay is the current Managing Partner/Director for DTZ Silicon Valley.

• Drew Arvay is considered one of the pre-eminent authorities and strategic thinkers in the real estate industry, both locally and nationally.   Drew has handled some of the most complex transactions over his thirty-nine years and $3 Billion in transactions.  His insights have been said to shape Wall Street’s view of Silicon Valley.
• Drew’s client list is a Who’s Who of Corporate America – Among the notables are Hewlett Packard, MicroSoft, IBM, Intel, Sony, Apple, Google, Lucas Films, General Mills, Broadcom and Cisco.
• Honored repeatedly as “Broker of the Year”, Silicon Valley Hall of Fame and recently honored with a “Lifetime Achievement Award”.
• Drew currently serves on 4 Board of Directors & 1 Law School Board of Fellows.
• Consultant and Lecturer to Santa Clara County Assessor’s Office.
• Drew has been published Nationally and Internationally in Fortune and Time Magazine. Repeatedly quoted in The Wall Street Journal and is responsible for over 67 trade articles. His “The Rise, Fall and Rise of Silicon Valley” was the thesis article at the International Real Estate Conference in Tokyo.
• He has lectured at Stanford (School of Business), Cal Berkeley (Real Estate Dept.), San Jose State (Business School) and in discussions with Harvard School of Business for Fall 2015.
• Drew was recently the keynote speaker at a conference for the 10 largest REIT’s in the U.S. where he discussed how to underwrite a market as unique as Silicon Valley.

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