Event Details

Welcome to Grand Rapids, Michigan.

Hotel Accommodations:

Embassy Suites Hotel
710 Monroe Ave NW
Grand Rapids, MI 49503

Amway Grand Plaza
187 Monroe NW
Grand Rapids, MI 49503

Meeting Location:

Embassy Suites Hotel
SALON B

Dinner Locations:

Wednesday, August 2nd:
The Chop House
190 Monroe Ave NW
Grand Rapids, MI. 49503

Thursday, August 3rd:
Brick Yard Tavern
940 Monroe Ave NW
Grand Rapids, MI 49503

Transportation Provide by:

Five Star Sedan and Limousine

Attire:

Wednesday Evening:  Business Attire, No Ties
Thursday: Business Attire, Ties Optional

For questions or more information, please contact
onsite event support, James Zortman: (818) 631-3947

Downtown Grand Rapids by II McCloud II onweatherROH

Schedule of Events:

TIME

WEDNESDAY, AUGUST 2, 2023

FLIGHTS

Travel Day

UPON ARRIVAL

Guest Greeted by Five Star Limo Driver and Transported to Embassy Suites Hotel

CHECK IN

Guests Arrive at Embassy Suites Hotel for Check-in

5:00PM

Meet in Second Floor, Hotel Bar for Happy Hour

5:45PM

Guests Walk to Dinner (Approximately 4 Blocks)

6:30PM

Dinner at The Chop House Restaurant

9:00PM

Return to Embassy Suites Hotel

TIME

THURSDAY, AUGUST 3, 2023

7:15AM

BREAKFAST & CHECK-IN

8:30AM

Welcome | What to Expect

 

     - Corporate Overview | History | Operational & Financial Metrics | Growth Initiatives

 

     - Global Company & Operational Structures

 

Section I - Commercial Market Overview (ROCH & OISC)

 

Section II - Lending Operations:  Products & Strategy

 

     - Loan Programs | Product Strategy | Target Portfolio Returns

10:00AM

MORNING BREAK

 

Section III - Transaction Sourcing, Deal Flow, & Loan Processing 

 

     - Deal Flow Channels | Loan Marketing & Sourcing Strategies | Originations & Lending Processes | Sizing

 

     - Due Diligence Process | Lending Process | Loan Process

 

Section IV - Transactional Overview

 

Section V - Asset Management

 

     - Key Aspects | Risk Mitigation & Exit Strategies | Workout Examples

12:15PM

LUNCH

 

Section VI - Full-Cycle Transactions

 

Section VII - Technology & Business Continuity

 

     - Loan Origination Systems | Dashboard Samples | Communication & Data Security |

 

       Business Continuity Management Plan | Corporate Supporting Policies

 

Section VIII - Financial Operations

 

     - Fund Management & Accounting | Fund Controls | Corporate Accounting & Internal Controls | Reporting Procedures |

 

       Investor Relations

2:30PM

AFTERNOON BREAK

 

Section IX - Financial Markets Update:  Assessing the Market

 

     - Asset Class Performance | PE Ratio & Forward Equity | Treasury Yield Curve | Interest Rates | Strategic Portfolio Allocation

 

Section X - Investing for the Future:  Base Case for Diversification

 

     - Private Credit | Deploying Capital | Alternative Exposure | Private Credit & Diversification | Capital Markets Assumptions |

 

       Investing for the Future

4:30PM

MEETING CONCLUDES

6:00PM

Meet in Hotel Lobby to Walk to Dinner (Approximately 5 Blocks)

6:30PM

Dinner at Brick Yard Tavern

9:00PM

Return to Embassy Suites Hotel

TIME

FRIDAY, AUGUST 4, 2023

FLIGHTS

Travel Day

TRANSPORTATION

Five Star Limousine Service to GRR