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Past CSSA Events
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Did you miss out on one of our past events? Maybe you attended but are interested in refreshing you memory or viewing a presentation? Then you have come to the right place! Check out a snapshot of what you missed below!

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EVENT SPEAKERS

KEYNOTE SPEAKER
Ron Havner, CEO and Vice Chairman of Public Storage
Ronald L. Havner, Jr., age 54, is Chairman of the Board, President and Chief Executive Officer. He has served as the company's Chief Executive Officer and a member of the Board of Public Storage since November 2002. Mr. Havner joined Public Storage in 1986 and has held a variety of senior management positions. Mr. Havner has been Chairman of the Board of Public Storage's affiliate, PS Business Parks, Inc. (PSB), since March 1998 and was Chief Executive Officer of PSB from March 1998 until August 2003. He is also a member of the Board of Governors and the Executive Committee of the National Association of Real Estate Investment Trusts, Inc. (NAREIT), serving as Second Vice Chair. He is also a member of the NYU REIT Center Board of Advisors and a director of Business Machine Security, Inc. Within the last five years, Mr. Havner served on the boards of Union BanCal Corporation and its subsidiary, Union Bank of California, and General Finance Corporation.

Moderated by Jim Sullivan - Managing Director, Green Street Advisors
Jim manages Green Street's North American REIT research team. At different points during his 19-year Green Street career, he has been lead analyst for a variety of property sectors – malls, strip centers, health care, office, industrial, self-storage, and manufactured home communities. Jim has been quoted widely in the financial media and has been recognized as an All-Star REIT analyst by the Wall Street Journal. He is a member of NAREIT and the International Council of Shopping Centers (ICSC). Prior to Green Street, Jim worked for 10 years as a real estate investment banker and mortgage lender at Bank of America in Los Angeles and Manufacturers Hanover Trust in New York. He earned his M.B.A. in Finance/Real Estate from Columbia University and his B.A. in Economics from Duke University.

CAPITAL MARKETS PANEL
Moderated by Eric Snyder - Principal, Talonvest Capital, Inc.
Eric Snyder is a Co-Founding Principal of Talonvest Capital.  He is responsible for leading the strategic direction of the company which focuses on structuring debt & equity for self storage owners nationwide.  Prior to starting Talonvest Capital, Eric was with Buchanan Street Partners providing real estate capital advisory services as well as originating investments for Buchanan’s institutional and private investors.  Eric was also a Co-Founder of Buchanan Storage Capital, with investors such as TCW & Societe Generale, which became a recognized brand in the self storage finance sector through exclusive partnerships with firms such as GE Capital and the Royal Bank of Canada.  Eric’s experience includes structuring and arranging capitalizations in all phases of the investment cycle including construction financing, bridge debt, permanent loans, mezzanine debt and joint venture equity.  He has an established background as both a direct investor and a mortgage banker that includes the closing of over $3 billion while with Buchanan Street Partners, GE Real Estate, FINOVA Realty Capital, Belgravia Capital Corporation and Bank of America. He also has experience in the asset management of performing and non-performing debt as part of the liquidation of over $600 million of loans for ITT Federal Bank.  Eric also has experience in investment sales by arranging the disposition of over $150 Million in self storage properties.  Eric began his career in real estate as an Urban Planner working for the City of Los Angeles.  He is the Co-Founder of the Band of Brothers Foundation which is non-profit organization of professionals combining their money and resources to give back to less fortunate children in the US and throughout the world.  Eric is the inaugural Vice Chair of the local ULI Capital Markets Council, a licensed real estate broker and obtained a Bachelor's Degree in Urban & Regional Planning from Cal Poly University.

PANELISTS

Ken Margala, Commercial Real Estate Loan Originator, Cantor Fitzgerald
Mr. Margala is the Commercial real estate loan Originator for Cantor Commercial RE (Cantor Fitzgerald), with a proven record of origination, underwriting and funding of conventional and innovative structured finance and capital market structures.  Over a twelve year period, Mr. Margala has been personally responsible for the underwriting, origination, management, and disposition through securitization, sale, or refinance of several billion in CMBS, mezzanine, and bridge. Mr Margala has organized, established and managed regional origination and underwriting operations in the US Eastern and Western Regions of several funding institutions. He possesses a large database of existing borrowing relationships with an excellent reputation in the mortgage banking and brokerage communities. Prior to joining Cantor Commercial RE, Ken was the Principal & Consulting for Finance Institutions, FDIC, RE Projects and prior to that he acted as the Executive Director at UBS Investment Bank. With a degree from Stanford University, Ken has also served as a Vice President / Regional Manager with Goldman Sachs.

Jeff Bass - Vice President, TCF Commercial Real Estate Lending
Jeff Bass has 22 years of commercial banking experience and has been with TCF Bank since 2008.  His experience includes investor and owner occupied property financing, commercial and residential construction and development loans, business and term loans, SBA lending and collaboration with cash management, wealth management and private banking initiative. Since joining TCF Bank, Jeff has originated over $100 million in loans by working with a variety of clients and referral sources.  His specialty niche is in self storage, where he leads the company’s initiative to expand its involvement in this sector.

Gary Bechtel, Chief Lending Office, Business Partners, LLC
Gary Bechtel is Chief Lending Officer of Business Partners, LLC.  Prior to joining Business Partners, , Gary held management or production positions with Grubb & Ellis Company, Meridian Capital, Johnson Capital, FINOVA Realty Capital, Pacific Southwest Realty Services and Hometown Commercial Capital.Gary began his career with the Alison Company and over the past twenty seven years has been involved in all aspects of the commercial real estate finance industry as a lender as well as an intermediary, including the origination, underwriting, structuring, placement and closing of over $7.5B in commercial debt transactions under various debt structures. These have included permanent, bridge, equity, mezzanine and construction loans of $1M to $250M, utilizing various capital sources including life companies, commercial banks, and equity and mezzanine funds. Property types have included office, retail, industrial, multifamily, hospitality, self storage and manufactured housing.  He is or has been a member of the Mortgage Bankers Association of America, California Mortgage Bankers Association, National Association of Industrial and Office Properties, and International Council of Shopping Centers. Gary has spoken at numerous industry events and written articles or has been quoted in a number of regional and national real estate publications.

Eric Herro, Director of Field Production, Northwest Mutual Real Estate Investments, LLC.
Eric Herro is a Director of Field Production for Northwestern Mutual Real Estate Investments, LLC.  Located in the Newport Beach Regional Office, he is responsible for originating debt and equity investment opportunities throughout the Southern California region.  Prior to joining Northwestern Mutual, Mr. Herro graduated from the University of Wisconsin where he earned an MBA with a real estate emphasis.  He is currently involved in ULI, NAIOP, and the Wisconsin Real Estate Alumni Association.  Northwestern Mutual is one of the largest real estate investors in the nation with investments in commercial mortgages and equity investments across all major property types, including apartments, office, retail and industrial. The $30 - $35 billion real estate investment portfolio is comprised of 85% fixed income and 15% equity investments. Northwestern Mutual is a financing source that provides experienced and knowledgeable people, quick and decisive action, and flexible, creative solutions. Origination, underwriting and service are enhanced by having real estate professionals in eight regional offices familiar with local markets, borrowers and investors. The company provides responsive, experienced, in-house professionals in the areas of environmental, architecture, engineering, insurance, legal services, property tax and federal taxation. Investable funds are discretionary, allowing for flexible, creative solutions. Mortgage lending is concentrated on loans greater than $15 million to over $200 million for large portfolio deals secured by general purpose income property. Northwestern Mutual seeks opportunities to invest in real estate equities directly through acquisitions, fee developments, joint venture development, and pre-purchases


Private Owner Acquisition & Development Panel
Moderated by Jim Davies - Principal, Talonvest Capital, Inc.
Jim Davies is a principal of Talonvest Capital, Inc. and is responsible for sourcing and executing self storage and commercial structured finance and CMBS debt assignments for experienced storage and commercial real estate owners. Jim has a 29 year track record in commercial real estate with experience as a direct lender, advisor and property acquisitions specialist including 8 years as both a shareholder of Buchanan Street Partners and a co-founding principal of Buchanan Storage Capital. Buchanan Storage Capital became one of the most recognized brands in the self storage finance sector with investors that included TCW and Societe Generale, and through exclusive partnerships with firms such as GE Capital and the Royal Bank of Canada. Jim has developed a reputation as a leading storage finance expert over a 20 year period that includes the closing of over $3 billion of transactions while with Talonvest Capital, Buchanan Storage Capital and Belgravia Capital. Jim has arranged several billion dollars of capitalizations in all phases of the investment cycle including bridge loans, permanent loans, mezzanine debt, joint venture equity, construction financing and property dispositions.Jim is a frequent speaker at industry conferences, served for 7 years on the Board of Directors of the California Self Storage Association, is the founder of the popular Self Storage Owners Summit held each July in Newport Beach and served on the national Self Storage Association’s Foundation Board. He also serves on the board of the Band of Brothers Foundation which is a non-profit organization of professionals combining their money and resources to give back to less fortunate children in the U.S. and around the world.

Dave Benson, President, Morningstar Properties
David Benson serves as President of Morningstar Properties, a diversified owner, operator and developer of premier self-storage and marine real estate. The company does business as Morningstar Mini-Storage and Morningstar Marinas. Mr. Benson joined Morningstar in 1996 as Operations Manager and held the position of Vice-President of Operations before being named President in 2001. He oversees all aspects of the company’s activities.   Benson "grew up” in the storage business working various roles in operations, construction and design with Morningstar and other associated firms.  Prior to joining the company in 1996, Benson held positions at the fine-art auctioneer Christie’s in New York. He also worked in Bangkok, Thailand on a joint venture project between Noble Holdings, a Thai residential real estate developer and the Kenan Institute of Private Enterprise of the University of North Carolina. In February of 2013, Benson launched Blue Doors Capital Partners and closed a private equity fund focused specifically on the acquisition and development of storage. With $150 million capacity, Blue Doors is the only operator-managed and sponsored commingled institutional private equity fund active in the storage industry. He is past president and long-term board member of the Large Operators Council of the Self Storage Association, an industry group comprised of the trade’s leading companies. He is a member of the Board of Advisors for the Center for Real Estate Development at the Kenan-Flagler Business School at the University of North Carolina. He currently serves on the Board of Trustees of the Charlotte Country Day School and is past chairman of the NODA School of Arts in Charlotte. Mr. Benson holds a B.A. from Dartmouth College, an M.A. from the University of Virginia, and an M.B.A. from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.

Bill Hobin - President & CEO, William Warren Group, Inc.
Mr. Hobin is the President and CEO of The William Warren Group, Inc.  Since its inception, The William Warren Group, Inc. and  its property management subsidiary, William Warren Properties, Inc. under direct supervision of William Hobin,  have been involved with the ownership and property management of thirty-five (35) self storage facilities located in the western United States and consisting of over 2,200,000 combined rentable square feet and 24,000 (twenty-four thousand) self storage units.In addition to leading the WWG team on all of the development and operational activities, Mr. Hobin, is very active with the various state and national self storage trade associations.  He is a member and past director of the National Self Storage Association; a current board member and past President of the California Self Storage Association, and a member of Arizona Self Storage Association.  Mr. Hobin holds a BA in Political Science from the University of California, Los Angeles.   In his personal time away from work, he enjoys fly fishing, playing golf and spending lots of beach time with his wife and three children.

Steve Osgood, All Stor Storage LLC
Steven G. Osgood, 56, has served as our Chief Executive Officer since 1989.  Mr. Osgood is primarily responsible for the acquisition and financing of properties, as well as overall responsibility for the organization.  From July 2007 thru July 2008, Mr. Osgood served as Chief Financial Officer of DuPont Fabros Technology, Inc. (NYSE: DFT) a Washington, DC based REIT that owned, operated and developed data center properties.  Mr. Osgood helped take the company through its October 2007 initial public offering including its transition from a private to public company.  From April 2006 to January 2007 served as Chief Financial Officer of Global Signal, Inc. (NYSE: GSL) a Sarasota, Florida based REIT that owned, leased, or managed approximately 11,000 towers and other wireless sites.  Global Signal was acquired by Crown Castle International Corp (NYSE: CCI) in January 2007.  Prior to Global Signal, Mr. Osgood served as President and Chief Financial Officer of U-Store-It Trust (NYSE: YSI) a Cleveland based REIT, from the company’s initial public offering in October 2004 through April 2006.  Mr. Osgood served as Chief Financial Officer of the Amsdell Companies, the predecessor of U-Store-It, from 1993 until 2004.   Mr. Osgood was responsible for financing and acquisitions as the company grew from 11 self storage locations to 370 at the time of his departure.  He earned a B.S in Business from Miami University and an M.B.A. from the University of San Diego.

Charles Byerly - President and CEO, Westport Properties
For the past seven years, Charles Byerly has been an executive with Westport Properties and US Storage Centers (together "USSC”).  Mr. Byerly currently resides as President & CEO of USSC, an owner/operator of just over 4,000,000 square feet of self storage space in eight states.  Mr. Byerly is heavily involved in all real estate, finance and operational oversight for the company.  Prior to joining USSC, Mr. Byerly was Assistant Treasurer and Director of Finance for the Americas for three years for Exult.  From 1994 to 2001, Mr. Byerly spent his time with the Ernst & Young Real Estate Group focusing on REITs, homebuilders and other commercial real estate property types including self storage.  Mr. Byerly earned his Accounting degree from California Polytechnic University, Pomona and his Master’s Degree in Business Taxation from the University of Southern California.  Mr. Byerly currently serves as a Board Member and Treasurer for the California Self Storage Association.  He’s also very active in Kure It!, a kidney cancer 501(c)(3) charity and enjoys spending time with family and friends.





EVENT SPEAKERS

KEYNOTE SPEAKER
Hugh W. Horne, CEO of Horne RPC Storage
Mr. Horne served previously as President and CEO of Storageworld, lp., and Storage Spot, Inc., from 1998 through 2009, and was employed from 1972 through 1997, by Public Storage, Inc., where he served in a number of capacities. His primary responsibility was that of President of the Real Estate Development Group, where he oversaw all aspects of development, including approximately 750 self-storage properties totaling 45 million square feet, approximately 100 commercial properties totaling six million square feet, and the acquisition of approximately 450 existing self-storage properties totaling 27 million square feet. At Public Storage, Mr. Horne also served as Corporate Secretary and as Vice President of Public Storage Management, Inc., its property management subsidiary. Mr. Horne holds a B.S. in business from Eastern New Mexico University.

PRACTICAL IMPACTS OF THE AFFORDABLE CARE ACT
Elise  D. Klein, Lewis, Brisbois Bisgaard & Smith LLP

Elise Klein serves as Chair of the life, health, disability & ERISA department.  She has more than twenty years of experience in insurance and health insurance law.  Ms. Klein primarily handles the following types of matters:

Health insurance
Health care service plans
PPOs
Coverage
Rescission
Fraud
Collections
ERISACOBRA 
Cal-COBRA
Medicare 
Medi-Cal (California Medicaid)
Property and casualty insurance
Coverage - Coverage litigation, "Bad faith" litigation, Policy drafting
 
View her full bio HERE.

Employment Law Update
Lisa Sween, Lewis, Brisbois Bisgaard & Smith LLP
Ms. Sween is a partner in the Employment practice group in Lewis Brisbois Bisgaard & Smith’s San Francisco office. Lisa has represented employers in all aspects of employment law and litigation, including state and federal employment harassment and discrimination litigation and wrongful discharge litigation. In addition to her litigation expertise, Lisa regularly counsels employers on preventive employment policies and practices involving all areas of federal, state and local employment law, including recruiting and hiring, employee handbooks, leaves of absence, discipline and termination, workforce reductions, discrimination and harassment, reasonable accommodation and wage and hour. View her full bio HERE.

The New Consumer Psychology
Kit Yarrow, Consumer Psychologist and Professor of Psychology & Marketing
When The New York Times, Good Morning America and NPR want to understand consumer behavior they call on Kit Yarrow. Kit is a consumer psychologist and a professor of both psychology and marketing at Golden Gate University. She was named the university's 2012 Outstanding Scholar for her research on the new psychology of American consumers. Kit's also a popular contributor to TIME and she blogs for Psychology Today. Her book on marketing to Millennials, Gen BuY (Wiley 2009), was described by Publishers Weekly as a *must-read* for all who hope to keep their companies relevant and viable. 

KEEP IT IN THE FAMILY: WHAT DOES IT TAKE TO MAKE A FAMILY TRANSITION SUCCESSFUL?

Moderated and Presented by Richard Magid, SoundBoard Consulting

A recognized expert in leadership coaching and development and author of Small Shifts Toward Collaborative Freedom, Richard founded SoundBoard Consulting Group in 2000 to support business leaders in building more productive and profitable companies through the ideals of collaborative leadership. With more than 20,000 hours of coaching experience, Richard is trained in Advanced Facilitation, Conflict Resolution and Executive Coaching. His strategic insights come from starting three companies and consulting over 250 businesses throughout the last 30 years. Richard earned a Bachelor's degree in Accounting and a Masters in International Finance from New York University. View his full bio HERE.

PANELISTS

Brian R. Caster, President and CEO, The Caster Companies

Brian R. Caster is the President and CEO of the Caster Companies.  He has worked in the family business for 29 years and has been leading it for the past 15 years.  Brian and the Caster Companies team have grown the business into one of the largest privately owned family self storage companies in America. A native San Diegan, Brian Caster and his wife of 26 years Denise have four beautiful children.  They love spending time with their family, boating and traveling and being involved in their church and worshiping together as a family. Brian believes that giving back of his time, talent and treasures is very important.  To that end he is involved in many worthy causes here in San Diego and around the world.  He sits on the following boards Caster Family Charity board, All For God, a youth outreach organization, Nativity Prep School Development Board, for an inner-city school.  Brian and his wife Denise have been active in the Cursillo Movement within the Catholic Church here in San Diego for the past 25 years.

Barry Hoeven, Chairman, Westport Properties and US Storage Centers

Barry Hoeven is the President of Westport Properties, Inc., and US Storage Centers, Inc. Westport Properties is a real estate development and management company that owns, through affiliated entities, or manages self-storage properties under the brand name US Storage Centers.  There are approximately 60 self-storage and other commercial properties in ten states, representing approximately four million square feet. Barry Hoeven has over 30 years of real estate experience, with a heavy emphasis in all aspects of self-storage and business park development.  His prior work experience included various senior level positions with Public Storage, the Irvine Company and the Colliers-Seeley Company. Barry is also also the founder of Kure it, which raises funds for kidney cancer and other underfunded cancers. On top of the work he does with his companies, Hoeven is involved with other organizations in Southern California, including those that support children and career development. He is a University of Southern California graduate, having received a Business Degree, with an emphasis in finance and marketing, and an MBA in the Entrepreneurial program at the institution. He has three adult children and resides in Newport Beach, CA.

Elliot Kallen, Financial Planner, Wealth Manager, Registered Principal.





EVENT SPEAKERS

THE OZ PRINCIPAL
Kirk Matson - Regional Vice President, Leadership Consultant and Executive Facilitator
Kirk came to Partners In Leadership after a successful, 17-year career as an executive in a global consumer goods company. In his role as Regional Vice President, Leadership Consultant and Executive Facilitator, Kirk has facilitated some of the world's most notable corporate and governmental organizations. His training and consulting projects include work with such well-known names as USKH, Celebrity Cruise Lines, Wireless Connection Corporation of Montana, USA Track & Field, CVS Caremark, Rexall Canada, Hormel, Halliburton, PLX, Dept of the Navy, American Sugar Refinery, EMD Serono, American Diabetes Association, Overlake Hospital, Olsten Staffing Services and Architects Hawaii. Examples of Kirk's success in assisting clients in applying the Partners In Leadership Accountability Training® methods to achieve their results includes working to turnaround a sales decline in a retail store. The client states: "We have had an extraordinary amount of very positive activity within the business as of late. The stores are running significantly up (16.4% to LY) and we are in the process of acquiring some additional properties. The training has definitely had an impact on our business." Another client said about the Partners In Leadership training Kirk help them implement: "Customer Service has always been a priority, but is now one of our Key Results. Once employees became clear on how they impact our customer service levels, through surveys we have noticed a 29% increase over the previous year with our customer satisfaction." He has been the keynote speaker at ASTD Hawaii, SHRM Oahu and Maui, Sacramento Area Human Resources Association and several American Youth Soccer Organization section meetings. Tim Vig, President of USKH said, "Kirk is a dynamic speaker; he holds your attention from the beginning to the very end. His delivery is vibrant and energetic… He doesn't simply lecture from the front of the room; he mingles with participants and engages them in open, thoughtful dialogue." Kirk received his education at Brigham Young University with a Bachelors Degree in Business Finance. Kirk and his wife, Shemay, have four children

NEW ADA COMPLIANCE ISSUES
Moderated by Steve Mirabito, President, Storage Pro, Inc.
Steve Mirabito specializes in property management, acquisition, development, and consulting services for the California Self Storage Industry. He has been associated with the California Self Storage Industry since 1984. StoragePRO manages over twenty self storage properties throughout Central and Northern California, consisting of over one million square feet and 10,000 occupants. As a leader in the industry, StoragePRO maintains one of the largest independent data banks of California self storage operations and has been responsible for review and analysis of thousands of potential Self Storage sites throughout California. Steve has been retained to prepare market and viability studies along with extensive property research and site selection for developers and publically traded financial institutions. Consistently ranked in the nation’s top 100 operators, he has developed management systems and training programs utilized throughout the Self Storage industry.

PANELISTS

Karen O. Haney, Principal, Certified Access Specialist, Compliance Design Consultants
Karen Haney is the Principal Access Consultant for Compliance Design Consultants ("CDC”) since 1992. CDC specializes in advising both public and private entities on compliance with the American with Disabilities Act, Title 24 of the California Building Code and related disabled access laws. She has been an expert in the field of disabled access compliance for over 20 years. Ms. Haney is certified by the State of California as a CASp (Certified Access Specialist program). She is also certified as an Accessibility Inspector / Plans Examiner for all states by the International Code Council/International Council of Building Officials. Ms. Haney’s Clients include Albertson’s, Bank of America Corporation, Best Western Hotels, Burger King, CB Richard Ellis, Costco Wholesale, Donahue Schriber, Enterprise Rent-A-Car, Hartford Insurance, Irvine Company, Kimco Realty Corporation, Macerich, MGM Mirage, Public Storage, Ralphs, Rite-Aid Corporation, Ritz Carlton Hotels, U.S. Bank, Wendy’s International, Wells Fargo Bank, Westfield Corporation and Walgreens. In addition, CDC works with a significant number of attorneys and law firms on cases involving violations of the Americans with Disabilities Act, related building codes and civil rights laws.

Jeff Higashi, Western Region President, Self Storage, Janus International
Jeff Higashi has several years of experience in the manufacturing of doors and building components for the self storage industry. Previously the President of Epic Doors, Jeff sold his company to Janus International in 2010. This move gave Janus greater national presence, particularly on the West Coast. In his current capacity, Jeff still actively manages storage accounts as well as oversees the activities of the Janus Anaheim Distribution Center. Jeff is a long-time supporter of the CA Self Storage Association.

Ariel Valli, President and Principal Architect of Valli Architectural Group
Ariel L. Valli is President and Principal Architect of Valli Architectural Group, the firm was founded in 1997 to provide specialized design services to the self storage industry. Over the course of a 30 year career, Mr. Valli has been involved in approximately 480 completed self storage projects, primarily in the southwestern United States. These completed projects include numerous Facility of the Year winners in multiple categories. With daily involvement in all aspects of self storage design and construction, Mr. Valli maintains an ongoing expertise in the technical requirements that must be met to assure the successful design and construction of all types of self storage facilities. This expertise includes a working knowledge of the building code mandated Disabled Access requirements that all storage facilities must meet.

"EFFECTIVE, EFFICIENT SOCIAL MEDIA MARKETING" PRESENTED BY EMEDIA INSIDERS
Joe Von Gerichten, eMedia Insiders
Ariel L. Valli is President and Principal Architect of Valli Architectural Group, the firm was founded in 1997 to provide specialized design services to the self storage industry. Over the course of a 30 year career, Mr. Valli has been involved in approximately 480 completed self storage projects, primarily in the southwestern United States. These completed projects include numerous Facility of the Year winners in multiple categories. With daily involvement in all aspects of self storage design and construction, Mr. Valli maintains an ongoing expertise in the technical requirements that must be met to assure the successful design and construction of all types of self storage facilities. This expertise includes a working knowledge of the building code mandated Disabled Access requirements that all storage facilities must meet.

Christine Chappell, eMedia Insiders
Christine has been consulting with self-employed and small business owners on the power of email and social media marketing since 2009. As a Constant Contact® Business Partner and Expert, she uses her knowledge of email and social media integration to help clients create well-rounded e-media marketing strategies. Currently, Christine acts as project manager for production work and client campaigns, creating web content and ghost writing for blogs and publications. In addition, she conducts social media and email marketing workshops alongside Joe focused on giving small business owners the keys to unlock successful e-marketing strategies. She is able to effectively communicate and teach business owners why social media and email marketing are crucial components of any marketing campaign, as well as outline creative ways to keep customers engaged and interacting with their brand. Christine is an active participant in the Temecula Valley and currently acts as the Temecula Chamber Valley Young Professional's Chair. She volunteers her time helping fundraising efforts for charities and other community events that are geared towards civic outreach.   *2011 & 2010 Temecula Chamber Young Professional of the Year Nominee.

upREIT Panel
Charles Byerly - President and CEO, Westport Properties
For the past seven years, Charles Byerly has been an executive with Westport Properties and US Storage Centers (together "USSC”).  Mr. Byerly currently resides as President & CEO of USSC, an owner/operator of just over 4,000,000 square feet of self storage space in eight states.  Mr. Byerly is heavily involved in all real estate, finance and operational oversight for the company.  Prior to joining USSC, Mr. Byerly was Assistant Treasurer and Director of Finance for the Americas for three years for Exult.  From 1994 to 2001, Mr. Byerly spent his time with the Ernst & Young Real Estate Group focusing on REITs, homebuilders and other commercial real estate property types including self storage.  Mr. Byerly earned his Accounting degree from California Polytechnic University, Pomona and his Master’s Degree in Business Taxation from the University of Southern California.  Mr. Byerly currently serves as a Board Member and Treasurer for the California Self Storage Association.  He’s also very active in Kure It!, a kidney cancer 501(c)(3) charity and enjoys spending time with family and friends.

PANELISTS

David Doll, Senior Vice President and President, Real Estate Group, Public Storage
David F. Doll, became Senior Vice President and President, Real Estate Group, in February 2005, with responsibility for the real estate activities of Public Storage, including property acquisitions, developments, repackaging’s, and capital improvements. Before joining Public Storage, Mr. Doll was Senior Executive Vice President of Development for Westfield Corporation, a major international owner and operator of shopping malls, where he was employed since 1995.

Adam Markman, Managing Director, Green Street Advisors
Adam Markman is a Managing Director of Green Street Advisors, Inc., a Newport Beach, CA based real estate research firm specializing in the securities of publicly traded real estate companies.  Adam runs Green Street’s consulting practice as well as the firm’s REIT investment arm. In his 17 Years at Green Street, he has been involved in nearly $50 billion in transactions with the Green Street/Eastdil Secured Partnership, and he previously managed the firm’s retail and lodging research efforts. Adam is a member of Green Street Board of Directors, and is a member of the National Association of Real Estate Investment Trusts (NAREIT) and the Urban Land Institute (ULI).  Adam is an active participant and speaker at industry related events.  His 20 years of industry experience includes real estate consulting at Kenneth Leventhal & Co. Adam earned his M.B.A. in Finance/Real Estate from Columbia University and B.A. from U.C. Berkeley.

Arlen D. Nordhagen, President, SecurCare Self Storage
Arlen D. Nordhagen has been a successful entrepreneur involved in the start-up and growth of several private and public companies throughout his career.  He is majority owner and currently serves as Chairman and President of SecurCare Self Storage and its portfolio of approximately 150 self-storage properties.  Mr. Nordhagen was one of the founders of SecurCare in 1988, and he assumed his role as President in 1999, leading the company through a period of rapid growth.   Besides the various SecurCare affiliates, Mr. Nordhagen’s major investment holdings have included MMM Healthcare, the largest provider of Medicare health insurance in Puerto Rico, where he was a company founder; the Colorado Value Strategies Fund, a private investment fund employing multiple hedge fund managers and strategies; and the PhiNord companies, which have investment holdings in oil and gas, specialty health care services and products, residential real estate and other private mezzanine level debt and equity investments.    Prior to founding SecurCare and multiple other ventures, Mr. Nordhagen held a number of managerial positions with the DuPont Company of Wilmington, Delaware, the Synthetech biotech company of Albany, Oregon and the American Business Advisors management consulting firm of Englewood, Colorado.  Mr. Nordhagen holds a Bachelor’s of Science in Chemical Engineering and graduated summa cum laude from the University of North Dakota, where he was a National Merit Scholar.  He also holds a Masters in Business Administration with high distinction from Harvard University, where he was selected as a George F. Baker Scholar.

Christopher Johnston, Partner, Ernst & Young
Christopher Johnston is a partner in the assurance services practice of Ernst & Young, working within its real estate, hospitality and construction industry group. Chris has over 16 years experience serving a broad range of real estate clients including SEC registrants, private partnerships, and large institutional investors. He has been involved in merger and acquisition transactions, extensive SEC experience with initial public offerings and secondary offerings, and various privatization transactions. Chris has provided auditing, advisory, tax, SOX compliance, transaction and operational improvement services to REITs, homebuilders, hospitality, commercial property developers and owners, mortgage companies, pension fund advisors, and general contractor clients. Chris is an active member in NAREIT, ULI and NAIOP and has been a speaker on technical accounting issues for FEI and other real estate conferences. Chris is a licensed CPA in the state of California and a member of the American Institute of Certified Public Accountants and California Society of CPAs. He graduated from the University of Southern California, with a Bachelor of Science degree in Finance and Real Estate and a Master of Accounting degree and is a member of the board of directors of the Accounting Circle for USC's Leventhal School of Accounting and on the board of directors of the Construction Industries Alliance for the City of Hope Orange County.

Robert Wallace, Advisor and Member of the General Partner, Life Storage Centers, LP
Robert Wallace is a member of the General Partner, and serves on the Board of Directors and as the Advisor to Life Storage Centers, LP. Wallace is the founder of Gateway Advisors, a consulting firm whose mission is to develop business and financial strategies to help companies achieve accelerated growth, liquidity events and amplified exit values. Wallace has been the architect of corporate transactions totaling several billion dollars, and has served on the board of directors of a number of public companies. Notable examples include: Media Arts Group  Inc., ( NASDAQ) (publisher of Thomas Kinkade "the Painter of Light") , International Family Entertainment (NYSE), (the Family Channel CATV Network, & MTM Entertainment), Mr. Coffee (NASDAQ), (leading house wares manufacturer), WYSE Tech. Taiwan (LBO of this maker of "Thin Client Tech."), KMCI (NASDAQ), (leading Nutri-Systems Franchise), Jos. A.  Banks Clothiers (NASDAQ), (specialty retailer). Wallace was also appointed to the Steering Committee of Interco (NYSE), ( Converse & Florsheim Shoes, London Fog Apparel, Ethan Allan Furniture, et al.), to direct its exit from bankruptcy. Wallace has also served on the board of directors of a number of non-profit organizations.

DEALING WITH TOUGH CUSTOMER – HANDLING TOUCH SITUATION
Susan Haviland, Owner, Haviland Storage Services, and Partner, Self Storage 101
Sue Haviland, Owner of Haviland Storage Services and a partner at Self Storage 101 has a stellar record of operational excellence and performance as she brings to all of us 23 years of self storage leadership.  A former VP for Extra Space and Price Self Storage and as a District Manager for LAACO, Mrs. Haviland adds depth to our training expertise. She has been a Senior Faculty Member for the SSA for over several years, taught certification courses for the SSA on Operations, Sales and Marketing and is on the SSA Committee for Education and served three years on the California SSA Board of Directors.   Since Sue began her Storage career as a site manager, she has a passion for the ground up operations and training and uses this to guide and direct others to ensure success with their stores. sue has been married for 20 years to Kraig Haviland and they have a daughter Kylie who will soon be 16.  Sue enjoys reading, travel and playing tennis.

KEYNOTE SPEAKER
The National Economy and its Impact on Commercial Real Estate with Keynote
Hessam Nadji, Senior Vice President, Managing Director, Research and Advisory Services, Marcus & Millichap Real Estate Investment Services
Mr. Nadji is responsible for overseeing Marcus & Millichap’s Research and Advisory Services and possesses more than 25 years of experience in real estate research, consulting, marketing and technology management.  He oversees the firm’s economic and real estate information tracking, analysis and the production of various research publications.  Mr. Nadji also manages the design and application of various research and marketing tools and analysis-related technology, as well as various real estate supply and demand analyses and databases.  Mr. Nadji joined Marcus & Millichap in 1996 as vice president of research and was promoted to managing director in April 2000.  Formerly, he was the national director of research and information services for Grubb & Ellis Company.  Mr. Nadji received a bachelor of science degree in information management and computer science from City University in Seattle.As one of the commercial real estate industry’s top analysts, Mr. Nadji is regularly quoted in national publications, including The Wall Street Journal, USA Today, Investor’s Business Daily, Financial Times, Financial Times, Bloomberg Businessweek and The Economist.  He is a frequent guest on CNBC, Fox Business News, Bloomberg News and National Public Radio (NPR).

OWNER OPERATOR PANEL - OPEN Q&A

Moderated by Jim Stevens, SR. VP, Acquisitions and Business Development, Extra Space Storage
Jim Stevens has been with Extra Space for eleven years, the last five years in his current capacity as SVP of Acquisitions and Business Development.  Previously, he spent 6 years in operations as a DVP. Before extra Space, and was with Public Storage for 14 years with mostly operational experience ranging from District Manager to Regional Manager with some experience in land acquisitions and Pick Up and Delivery. Prior to that, he was with Shurgard raising money through limited partnerships for four years after he had completed their property manager requirement.

PANELISTS

Joane Geiler, President, Polo Properties LLC
Joanne Geiler is a native Californian and resides in Newport Beach, CA.  She graduated Cum Laude from the University of Southern California.   She is a manager of Polo Properties, LLC, a Self Storage development and management company in Southern California. Joanne served on the National Board of the Self Storage Association for several years where she was elected for one term each as treasurer and vice-president and then served a term and a half as the first female president of the national association. Prior to being elected president of the national group, Joanne served on the Western Region Board of Directors and was elected to two consecutive terms as president of the Western Region.  Joanne was  the Conference Chairman of the National Self Storage Association’s  Spring Conference in San Diego in 1998.  She was also a founding member of the California State Self Storage Association and served as a member of its Board of Directors for two terms. The editor of the Mini Storage Messenger, which is the primary trade magazine for the industry stated, "Joanne Geiler is the most influential woman in the self storage industry.” Joanne currently serves on the Self Storage Association Foundation Board of Directors and is a member of the Self Storage Large Operators Council.  She was recently inducted into the Self Storage Hall of Fame in recognition of her contributions to the industry.  She has been actively involved in all phases of development and operation of self storage facilities including site-selection, new construction, conversion of existing buildings to self storage, marketing, software selection, as well as supervision of day to day operations. Joanne has also acted as a consultant to several Southern California Self Storage companies on the development and management of self storage facilities. Polo Properties, LLC. in conjunction with Syndicated Real Estate Investments has  built  several new, state of the art facilities which operate under the brand name of SoCal Self Storage. They are actively involved in acquiring additional sites for development as well as the acquisition of existing facilities. Polo Properties, LLC is among  the 100 Top-Operators of Self Storage in the United States according to the "Mini Storage Messenger” and "Inside Self Storage”.  They currently oversee the operation of 14 self storage properties.

Brett Henry, President, Trojan Storage
Brett Henry is the President of Trojan Storage, which he founded in 2007, and is responsible for its day-to-day operations.  Over the past 5 years, Trojan Storage has acquired seven storage facilities and serves as the property manager for two additional facilities all located in California with over 680,000 square feet of rentable space. Brett began his career in 2002 with Self Storage Management Company and served as the Executive Director.  He was responsible for supervising a staff of 46 employees that managed 12 self-storage facilities.  Brett is a Southern California native.  He earned a Bachelor of Science in Business (2000) and a Masters of Business Administration (2009) from the University of Southern California.  Currently, Brett resides in Redondo Beach with wife.

Jim McNamee, President, West Coast Self Storage
Jim McNamee is a 22 year industry veteran with all of his prior experience with Shurgard Self Storage. Jim had a long career in operations prior to becoming the Regional Vice President of the Northwest in 1996 which included all Real Estate Investment activity in the Region. In 2004 California was added to the Region and Jim’s responsibilities included all Operations and Investing activity on the West Coast, including 130 storage centers and 325 employees. The total portfolio produced $95 million in net operating income annually with a value of $1.2 billion. This role and responsibility continued until the August 2006 merger with Public Storage. Jim has a B.A. degree in English/Business from the University of San Diego as well as an Executive MBA from the University of Washington. He is a licensed real estate broker in the state of California and Oregon. Jim has served on the boards of the Washington chapter of the Cystic Fibrosis Foundation, the Washington Self Storage Association, and the California Self Storage Association.

Dianne Tanna, CFO, TNT Management Company
Dianne Tanna has been involved in the self-storage industry since 1975.  She began with Linkletter Properties, of Newport Beach, California. Dianne worked her way up to Vice-President with Linkletter.  As VP she was involved in the development of over twenty self-storage facilities in Southern California.  Under Dianne’s direction, Linkletter developed fee management programs for self storage. This turned into a tremendous success. Before leaving Linkletter ,Dianne’s department successfully managed of over 70 different facilities and all under her direction.  In 1989 Dianne decided to move to Temecula and begin her own consulting and management company. Tanna and Company was an immediate success.  In 1997 Dianne joined forces with Ray Tuohy to create TNT Self Storage Management Company.  She and Ray had over  60  years of combined self storage experience. Together they could offer the full spectrum of specialized self-storage services; everything from site selection to day to day operations & management. Dianne was an active member of the Western Region of the Self Service Storage Association. In the past she has served terms on the Regional Board of Directors and as Regional Vice President.  Dianne is an avid speaker. She has spoken at National Self Service Storage Association and at the Inside Self Storage Expos. She is a founding member of the Storage Operators Network of Southern California.  Dianne and her husband Paul reside with their two boys in Temecula, California.




EVENT SPEAKERS

KEYNOTE SPEAKER
Dean Jernigan, CEO, CubeSmart (previously U-Store-It Trust)
Dean Jernigan has been Chief Executive Officer of CubeSmart (previously U-Store-It Trust) since April 2006 and has also served as a member of our Board of Trustees since that time. From 2004 to April 2006, Mr. Jernigan served as President of Jernigan Property Group, LLC, a Memphis-based company that formerly owned and operated self-storage facilities in the United States. He was a private investor from 2002 to 2004, and from 1984 to 2002 he was Chairman of the Board and Chief Executive Officer of Storage USA, Inc., a publicly-traded self-storage REIT. A member of the National Association of Real Estate Investment Trusts’ Board of Governors from 1995 to 2002, Mr. Jernigan was also a member of its Executive Committee  from  1998  to  2002.  Mr.  Jernigan  currently  serves  on  the  board  of  Thomas

EVENT FOUNDER & EMCEE
Jim Davies, Principal, Talonvest Capital, Inc.
Jim Davies is a principal of Talonvest Capital, Inc. and is responsible for sourcing and executing self storage and commercial structured finance and CMBS debt assignments for experienced storage and commercial real estate owners. Jim has a 29 year track record in commercial real estate with experience as a direct lender, advisor and property acquisitions specialist including 8 years as both a shareholder of Buchanan Street Partners and a co-founding principal of Buchanan Storage Capital. Buchanan Storage Capital became one of the most recognized brands in the self storage finance sector with investors that included TCW and  Societe  Generale,  and  through exclusive partnerships with firms such as GE Capital and the Royal Bank of Canada. Jim has developed a reputation as a leading storage finance expert over a 20 year period that includes the closing of over $3 billion of transactions while with Talonvest Capital, Buchanan Storage Capital and Belgravia Capital. Jim has arranged several billion dollars of capitalizations in all phases of the investment cycle including bridge loans, permanent loans, mezzanine debt, joint venture equity, construction financing and property dispositions. Jim is a frequent speaker at industry conferences, served for 7 years on the Board of Directors of the California Self Storage Association, is the founder of the popular Self Storage Owners Summit held each July in Newport Beach and served on the national Self Storage Association’s Foundation Board. He also serves on the board of the Band of Brothers Foundation which is a non-profit organization of professionals combining their money and resources to give back to less fortunate children in the U.S. and around the world.

INVESTMENT PANEL
Moderated by Jim Davies, Principal, Talonvest Capital, Inc.

PANELISTS

Terrell Gates, CEO of Virtus Real Estate Capital
Terrell F. Gates III founded Virtus Financial Group in 2004 to provide America’s most successful entrepreneurs and their families with optimal wealth management solutions while facilitating the success of the next generation entrepreneur. Mr. Gates’ experiences, personal and professional, led him to believe that it takes an entrepreneur to understand an entrepreneur. Born to a family of highly successful entrepreneurs whose wealth later suffered from poorly leveraged holdings, Mr. Gates became passionate about ensuring that such losses did not befall other families. Following  degrees  in  Spanish,  economics  and  banking  and  finance  from University of Texas and Southern Methodist University, as well as numerous principal positions in real estate, financial services and investment banking, Mr. Gates honed his expertise in protection and growth of high-net-worth business owner’s wealth during his years leading a private banking practice at Merrill-Lynch. Although Merrill Lynch had a robust but packaged product and service offering, Mr. Gates realized that to uphold his fiduciary duty to his entrepreneur clients he needed to access the resources of numerous financial institutions. Hence, Mr. Gates founded Virtus without loyalties to any financial products or services, so that Virtus’ clients and partners would always be assured of having their interests as the sole consideration in making financial recommendations.  Says Mr. Gates, "Upholding fiduciary duty means providing the best-possible options to our clients and partners regardless of the source. The entrepreneurs we serve at Virtus have reached the point of wealth creation where they no longer have to work, but can instead consider the bigger picture of how their wealth can best serve their families and the world. I founded Virtus to assist in making certain these entrepreneurs’ lifestyles are preserved and enhanced by simultaneously protecting their assets against loss and growing their wealth, so that they reach their loftiest goals.”

Paul Powell, Executive VP of Real Estate Investment, Sovran

Mr. Powell previously served as the Company's Vice President of Development and Real Estate Management from 2005 until 2012. He joined the Company in 1997 and was named Regional President of Operations from 1998 - 2000 when he was promoted to Vice President of Management and Operations. Prior to joining Sovran, he worked in real estate management which included self storage for 13 years.

W.A "Chip" Headley, President and COO, Flagship Investment Group
Chip Headley is President and Chief Investment Officer of Flagship Investment Group, LLC.    Mr. Headley is responsible for the operations of the company’s self storage brand, Stor∙Kwik Self Storage, including formulating strategy, investment activities, and property operations.  Stor∙Kwik operates 29 self storage facilities in California, Florida, Indiana, and Ohio and is one of the fastest growing self storage companies in the country.  Flagship entered the self storage market in September 2010 and continues to expand its portfolio. Mr. Headley has been involved in the real estate  industry  for  over  35  years  as  an owner, operator, developer, and contractor across multiple asset classes including hospitality, land development, apartments, and self storage.  He is a former college instructor in Strategic Management.  Mr. Headley holds a Bachelor of Arts in Psychology and a Master of Business Administration from the University of Central Florida.

Michael Knott, Managing Director, Green Street Advisors
Michael leads Green Street's research teams covering the office and self-storage property sectors, and also oversees the firm's industrial sector research. He has previously been responsible for data center and lab space research. He is a member of the National Association of Industrial and Office Properties (NAIOP). Michael is a two-time winner of the Wall Street Journal's "Best on the Street" award for the real estate category. Prior to joining Green Street in 2002, Michael worked in REIT investment banking at A.G. Edwards. He is a Chartered Financial Analyst (CFA) charter holder and earned his B.A. in Economics from Indiana University.

DAVID VS. GOLIATH PANEL
Moderated by Christopher Marr, President and Chief Investment Officer, CubeSmart (previously U-Store-It Trust)
Christopher P. Marr has been President and Chief Investment Officer of CubeSmart since November 2008 and Chief Operating Officer since May 30, 2012.  Mr. Marr served as Chief Financial Officer of the Company from June 2006 to November 2008 and Treasurer since August 2006. Mr. Marr served as Senior Vice President and Chief Financial Officer of Brandywine Realty Trust, a publicly-traded office REIT, from August 2002 to June 2006. Prior to joining Brandywine Realty Trust, Mr. Marr served as Chief Financial Officer of Storage USA, Inc., a publicly-traded self-storage REIT, from 1998 to 2002.

PANELISTS: Representing Large Operators

Cris Burnam, Chief Operating Officer, StorageMart
Cris Burnam has been working in the Self Storage Industry since 1987, and since 1999 has been serving as President of StorageMart. StorageMart owns and operates 132 stores across the United States and Canada, comprising approximately 9,000,000 net rentable square feet and over 70,000 rental units. As President, Cris oversees all aspects of the organization. StorageMart is headquartered in Columbia, Missouri. In 2008, Cris led the company in its successful $416 million dollar takeover of InStorage REIT, a publically traded REIT on the Toronto Stock Exchange. The transaction closed in March of 2009, and has since been fully integrated in StorageMart. Cris also created and opened PhoneSmart Call Center in 2002 as a wholly owned subsidiary of StorageMart. Today, PhoneSmart provides call center services to over 800 independently owned storage facilities in the US, Canada, Mexico and Panama. In 1994, Cris and his brother, Mike Burnam launched an IPO of their family owned company called Storage Trust (NYSE:SEA). Storage Trust was successfully merged into Public Storage in 1999 for approximately $650 million dollars. Over the course of his career in Self Storage, Cris has completed over $2 billion dollars in Self Storage transactions. Cris lives in Columbia, MO, with his wife Jennifer and 3 sons.


Jim Stevens has been with Extra Space for eleven years, the last five years in his current capacity as SVP of Acquisitions and Business Development.  Previously, he spent 6 years in operations as a DVP. Before extra Space, and was with Public Storage for 14 years with mostly operational experience ranging from District Manager to Regional Manager with some experience in land acquisitions and Pick Up and Delivery. Prior to that, he was with Shurgard raising money through limited partnerships for four years after he had completed their property manager requirement.

PANELISTS: Representing Small to Mid-Sized Operators

Edward G. Roach, Founder, Safe Keep Storage and Chairman, SKS Management LLC
Mr. Roach has developed, owned and operated numerous commercial and residential properties in California, including 11 self storage facilities. In 1971 he was an executive officer with Mape Industries, a residential and commercial developer. Starting in 1976, he was division counsel for Kaiser Aetna, a national real estate development firm. He started his development company in 1978 at which time he developed residential for sale housing and self storage. By 1983 he began to concentrate  on  self  storage.   Mr.  Roach  served  as  a  director  of  Civic  Bank  of  Commerce, as well as a member of the bank's loan committee from 1985 until 2000, when the bank merged with City National Bank. He is a graduate of Williams College and has a law degree from the University of California's Boalt Hall School of Law.


Charles Byerly, President and CEO, Westport Properties
For the past seven years, Charles Byerly has been an executive with Westport Properties and US Storage Centers (together "USSC”).  Mr. Byerly currently resides as President & CEO of USSC, an owner/operator of just over 4,000,000 square feet of self storage space in eight states.  Mr. Byerly is heavily involved in all real estate, finance and operational oversight for the company.  Prior to joining USSC, Mr. Byerly was Assistant Treasurer and Director of Finance for the Americas for three years for Exult.  From 1994 to 2001,  Mr. Byerly  spent  his  time  with  he  Ernst  &  Young Real Estate Group focusing on REITs, homebuilders and other commercial real estate property types including self storage.  Mr. Byerly earned his Accounting degree from California Polytechnic University, Pomona and his Master’s Degree in Business Taxation from the University of Southern California.  Mr. Byerly currently serves as a Board Member and Treasurer for the California Self Storage Association.  He’s also very active in Kure It!, a kidney cancer 501(c)(3) charity and enjoys spending time with family and friends.


CASE STUDIES
Presented By: Eric Snyder, Principal, Talonvest Capital, Inc
Eric Snyder is a Co-Founding Principal of Talonvest Capital.  He is responsible for leading the strategic direction of the company which focuses on structuring debt & equity for self storage owners nationwide.  Prior to starting Talonvest Capital, Eric was with Buchanan Street Partners providing real estate capital advisory services as well as originating investments for Buchanan’s institutional and private investors.  Eric was also a Co-Founder of Buchanan Storage Capital, with investors such as TCW & Societe Generale, which became a recognized brand in the self storage finance sector  through  exclusive  partnerships  with firms such as GE Capital and the Royal Bank of Canada.  Eric’s experience includes structuring and arranging capitalizations in all phases of the investment cycle including construction financing, bridge debt, permanent loans, mezzanine debt and joint venture equity.  He has an established background as both a direct investor and a mortgage banker that includes the closing of over $3 billion while with Buchanan Street Partners, GE Real Estate, FINOVA Realty Capital, Belgravia Capital Corporation and Bank of America. He also has experience in the asset management of performing and non-performing debt as part of the liquidation of over $600 million of loans for ITT Federal Bank.  Eric also has experience in investment sales by arranging the disposition of over $150 Million in self storage properties.  Eric began his career in real estate as an Urban Planner working for the City of Los Angeles.  He is the Co-Founder of the Band of Brothers Foundation which is non-profit organization of professionals combining their money and resources to give back to less fortunate children in the US and throughout the world.  Eric is the inaugural Vice Chair of the local ULI Capital Markets Council, a licensed real estate broker and obtained a Bachelor's Degree in Urban & Regional Planning from Cal Poly University.



EVENT SPEAKERS

KEYNOTE SPEAKER
Spencer Kirk, CEO, Extra Space Storage
Mr. Kirk directs all strategic planning and oversees the business operations of Extra Space (EXR). He has been associated with the Extra Space Storage organization for nearly ten years, having served as Executive Vice President of the company for seven years, and as a Director of the Company since its IPO in 2004. Mr. Kirk is EXR’s largest private individual shareholder. Spencer co-founded Megahertz Corporation in 1985, which became the leading manufacturer of modems for laptop computers in the world. Serving as Chairman and Chief Executive Officer, the company grew from a basement operation to the leading supplier of solution-oriented mobile data communications products. Megahertz went public in 1993 and the following year was acquired by US Robotics.

CALIFORNIA GOVERNMENT
The Honorable Willie Brown, Former Mayor and Speaker of the Assembly
Willie Lewis Brown, Jr., served as a Two-term Mayor of San Francisco from 1996 to 2004.  He was a legendary Speaker of the California State Assembly from 1980 to 1995 (re-elected 16 straight times to the 13th Assembly District, San Francisco) and is widely regarded as the most influential African-American politician of the late twentieth century.  He was the Chair on Committee on Ways and Means.  He served on the Board of Trustees, California State University system and as Regent of the University of California.  He was the Chair of the Revenue and Taxation Committee, and was on the Board of Administration for CalPERS.  He has been at the center of California politics, government, and civic life for an astonishing four decades. Mr. Brown’s career spans the American Presidency from Lyndon Johnson to George W. Bush, and he has worked with every California Governor from Pat Brown to Arnold Schwarzenegger.  From civil rights to education reform, tax policy, economic development, health care, international trade, domestic partnerships, and affirmative action, he’s left his imprimatur on every aspect of politics and public policy in the Golden State.  As Mayor of California’s most cosmopolitan city, Willie Brown refurbished and rebuilt the nation’s busiest transit system, pioneered the use of bond measures to build affordable housing, created a model juvenile justice system, and paved the way for a second campus of the University of California, San Francisco, to serve as the anchor of a new development that will position the City as a center for the burgeoning field of biotechnology.  Mr. Brown has a Bachelor of Arts from San Francisco State University and a Juris Doctor degree from Hastings College of Law, University of California.  He was admitted to practice law for the State of California, all Federal Courts, and the Supreme Court.  He has been honored with honorary Doctor of Law degrees from Morehouse College and Atlanta University in GA; Jarvis Christian College, Hawkins, Texas; Wilberforce University, Wilberforce, Ohio; University of Alabama; Golden Gate University, Lincoln, San Francisco State University, Crown College of University of California, Santa Cruz, and San Joaquin College of Law, Clovis, all of California.  He has honorary Juris Doctor degrees from Morgan State University, Baltimore, Maryland; Southern University, Baton Rouge, Louisiana; The City College of New York; Paine College, Augusta, Georgia; and Lorenzo Patino School of Law, University of Northern California. Today, Willie Brown heads the Willie L. Brown, Jr., Institute on Politics and Public Service, where this acknowledged master of the art of politics shares his knowledge and skills with a new generation of California leaders.

EMPLOYMENT LAW UPDATE
Lisa Barnett Sween, Esq.
Ms. Sween is a partner in the Employment practice group in Lewis Brisbois Bisgaard & Smith’s San Francisco office. Lisa has represented employers in all aspects of employment law and litigation, including state and federal employment harassment and discrimination litigation and wrongful discharge litigation. In addition to her litigation expertise, Lisa regularly counsels employers on preventive employment policies and practices involving all areas of federal, state and local employment law, including recruiting and hiring, employee handbooks, leaves of absence, discipline and termination, workforce reductions, discrimination and harassment, reasonable accommodation and wage and hour.

REAL ESTATE ESSENTIALS
KC Conway, Colliers International
Between 2005 and 2010, KC worked in the Federal Reserve System in multiple capacities. KC briefed Chairman Bernanke, the Board of Governors, Federal Reserve District Bank Presidents and real estate industry groups on market conditions and burgeoning issues during the 2008-2009 Financial Crisis. KC joined Colliers in 2010 as head of the real estate analytics capabilities advising institutional, bank and regulatory clients, as well as supporting Valuation and Advisory services. He commenced his real estate career as an appraiser for Cushman & Wakefield and the former Equitable Real Estate, he pursed loan workout, portfolio management and asset advisory experience with such companies as Deloitte & Touche, Wells Fargo and Prudential. In 1997, KC joined SouthTrust Bank as their Director of Underwriting to start a conduit.

FINANCING SELF STORAGE 2012 PANELISTS

Dmitry A. Semenov, VP, Commercial Relationship Manager, Umpqua Bank
Dmitry Semenov is an experienced real estate finance and development professional.  For the past 15 years he has worked in many aspects of commercial real estate in the United States and internationally, including land acquisition and development, accounting and finance, and commercial lending.  He joined Umpqua Bank as a Commercial Relationship Manager in 2011 to develop the bank’s commercial real estate and municipal finance practice areas.  Dmitry has a Bachelor’s degree in Economics from Plekhanov Academy of Economics in Moscow, Russia and an MBA from UC Davis.

Mike Morey, Assistant Vice President, Real Estate Finance, StanCorp Mortgage Investors, LLC
Mike has been active in the commercial real estate finance and investment industry since 1992.  He rejoined StanCorp Mortgage Investors in 2010 and is responsible for loan production nationwide. Prior to rejoining StanCorp, Mike spent five years as Vice President & Regional Manager at Intervest Mortgage where he was responsible for commercial loan production in Oregon and SW Washington. Prior to that Mr. Morey spent ten years in the real estate finance division of StanCorp Mortgage Investors, LLC/Standard Insurance Company in Portland, OR.  Mr. Morey has extensive experience in arranging debt financing for all types of commercial properties from all types of lending sources.  Mr. Morey is on the board of directors of the Westside Economic Alliance in Portland, OR and the Oregon Mortgage Lenders Association.  He is a graduate of the University of California at Berkeley.

Eric Von Berg, CMB - Principal, Newmark Realty Capital, Inc.
Eric Von Berg, CMB, is a well-respected leader in the field of Commercial Property Finance. He is a former chairman of the California Mortgage Bankers Association and sits on the Commercial Board of Governors (COMBOG) for the Mortgage Bankers Association of America. Eric is a principal at Newmark Realty Capital, Inc. where he produces real estate mortgage and equity investments, and consults in the areas of finance, asset management and development. Eric’s background in design, finance, construction and development gives him a unique understanding of the diverse aspects of value creation in real estate. He began his real estate career as a designer, training in landscape architecture and site planning at U.C. Berkeley. After a few years of practice in urban design, he chose to broaden his horizons with an MBA at the Wharton School of Business, where he specialized in Real Estate Finance. Eric joined Newmark Realty Capital, Inc. as an owner/principal in 1993. Eric is active in several professional organizations and often speaks at BAMA, ICSC, NAIOP, SIOR, CMBA, MBA, BOMA, ULI and CMSA seminars. He is a licensed California Real Estate Broker and Certified Mortgage Banker.

MODERATOR: Jeff Shouse, Regional Director, PGP Valuation, Inc.
Jeffrey R. Shouse is the current Regional Managing Director for the Sacramento, San Francisco, Irvine, Denver, and Utah offices for PGP Valuation Inc.  He began his career at PGP Valuation Inc in January 1998 after receiving his Bachelor’s Degree from California State University, Sacramento. His primary focus is on the valuation of self storage facilities, overseeing employees throughout the country. His clients cover a wide range of industries including lenders, developers, owners, attorneys, insurance companies, and redevelopment groups. Jeff also leads the Self-Storage Group at and his team of self-storage specialists has appraised approximately 400 facilities across the United States. The Self-Storage team prides itself on tracking historical trends in the industry in order to accurately gauge where the self-storage market is and where it is projected to go.  Jeff also oversees the PGP Business Development Team.  This entails a number of techniques and responsibilities overseeing the Business Development Team, all in an effort to gain new clients, penetrate existing and new markets, and help the firm grow as a whole.





EVENT SPEAKERS

KEYNOTE SPEAKER
Dr. Chris Thornberg, Founding Partner Beacon Economics
Christopher Thornberg is an expert in the study of regional economies, real estate dynamics, labor markets and business forecasting. In 2006 he co-founded Beacon Economics, an economic research and consulting firm that specializes in real estate markets, local economic development, and public and private policy issues. Dr. Thornberg has established a reputation as one of the state’s leading economic forecasters. In December 2007, he was appointed to California State Controller John Chiang’s Council of Economic Advisors – the body that advises the state’s chief fiscal officer about critical economic issues facing California. Dr. Thornberg also serves on the advisory board of Paulson & Co. Inc., one of Wall Street’s most successful hedge funds. He has been involved in a number of special studies measuring the effect of important events on the economy. These include the NAFTA treaty, the California electricity crisis, port security, California’s water transfer programs, and the terrorist attacks of September 11, 2001. Prior to launching Beacon, he was an economist with UCLA’s Anderson Forecast where he regularly authored the economic outlooks for California, Los Angeles, and the East Bay. He also developed a number of specialized forecasts for various regions and industries. He previously taught in the MBA program at UC San Diego’s Rady School of Business, and held a faculty position in the economics department at Clemson University. Dr. Thornberg received his Ph.D in Business Economics from The Anderson School at UCLA, and his B.S. in Business Administration from the State University of New York at Buffalo.

KEYNOTE SPEAKER
Dr. Richard Brinkman, President, Conscious Communicator
Dr. Rick Brinkman has been a speaker and trainer for over 30 years. He is the co-author of the international bestselling McGraw-Hill book Dealing With People You Can't Stand, How to Bring Out the Best in People at Their Worst, which has been translated into 20 languages. He has served on the faculty of ACPE, American College of Physician Executives and has been featured as a communication expert in the Wall St. Journal, O Magazine, CNN, CNBC, and The New York Times. His clients have included the astronauts at NASA, the Under Secretary of Defense and his staff, LucasFilm, Boeing, Carolina Health Systems and many others. He is known for his unique presentation style of Educating through Entertainment.

TAME SOCIAL MEDIA MARKETING WITH ONE HAND TIED BEHIND YOUR BACK
Kenny Pratt, President, Crescendo Properties
Kenny Pratt is President of Crescendo Properties, which operates 15 self-storage facilities. Hundreds of self-storage owners and operators read Kenny’s blog, www.SellingStorage.com where he shares his best ideas about self-storage sales, persuasion, marketing, and social media. Kenny has worked in the self-storage industry for nearly a decade, and he has an MBA from Brigham Young University. Kenny is an avid user of social media for both personal and business purposes.  He is the creator of The Self Storage Follow Up Workshop, an online training program that helps self-storage managers rent more spaces, and he also wrote the "Self Storage Guide to Twitter” which can be downloaded free of charge from his website. Kenny lives in Northern California with his beautiful wife Cindy and their six children.

CREATING VALUE THROUGH CAPEX
Steve Mirabito, President, StoragePRO, Inc.
Steve Mirabito specializes in property management, acquisition, development, and consulting services for the California Self Storage Industry. He has been associated with the California Self Storage Industry since 1984.  StoragePRO manages over twenty self storage properties throughout Central and Northern California, consisting of over one million square feet and 10,000 occupants. As a leader in the industry, StoragePRO maintains one of the largest independent data banks of California self storage operations and has been responsible for review and analysis of thousands of potential Self Storage sites throughout California. Steve has been retained to prepare market and viability studies along with extensive property research and site selection for developers and publically traded financial institutions. Consistently ranked in the nation’s top 100 operators, he has developed management systems and training programs utilized throughout the Self Storage industry.

Thomas Krendl, President, Excellence in Management (EIM)
Thomas Krendl heads the Property Management and Operations for Excellence in Management. Thomas has over 16 years of management experience. He began his career in the family business, Krendl Machine, Inc., which has been in the commercial and residential construction manufacturing business for over 40 years. Thomas' vast experience in management, computers, communications, and training has made him a valuable asset to the EIM management team. He is currently working on several development projects and has done a "turn-around" on several distressed storage properties. He has also conducted numerous training seminars on legal issues, state lien procedures, sales and marketing techniques in the industry.

Larry Damato, Chief Executive Officer, DAI
Mr. Damato has more than 17 years of experience in all aspects of construction and 11 years in general contracting as a project manager/estimator in Southern California. As Chief Executive Officer he has direct responsibility for negotiating and administrating contracts, directing field operations and on-site supervision, establishing and managing budgets, preparing and implementing construction schedules. In addition Mr. Damato also negotiates owner contracts, procures and maintains licensing and insurance. He has lead and directed both office and field personnel while maintaining his leadership role in the generation of extraordinary growth.

MODERATOR
Wayne Woolsey, Principal, Kiwi II Construction, Inc.
Wayne Woolsey, a Principal of Kiwi II Construction, has over 18 years experience in the Self Storage construction industry. Mr. Woolsey oversees all phases of project design, pricing and construction at Kiwi II Construction.  The company, whose corporate office is based in CA, is one of only a few companies nationwide to offer a complete steel storage system-- from design of self storage buildings to manufacturing and installation.  With bi-coastal sales offices, Kiwi II supports varied clients and their individual projects. Kiwi II Construction is a Featured Member and supporter of the California Self Storage Association. Mr. Woolsey is a current regional board member of the California Self Storage Association and a past board member Nevada Self Storage Association.

SELF STORAGE CAPITAL MARKETS AND INVESTMENT SALES OVERVIEW
Doug McCarron, Managing Director, Holliday Fenoglio Fowler, L.P. (HFF)
Mr. McCarron is a Managing Director in the Los Angeles office of HFF (Holliday Fenoglio Fowler, L.P.) with over 6 years of self-storage property and capital markets experience. Mr. McCarron and his team from Storage Investment Advisors (SIA) integrated into HFF’s investment sales group in February 2008.  Mr. McCarron is the co-leader of Holliday Fenoglio Fowler Self Storage Group’s (HFFSSG) Private Capital Practice and focuses his efforts across the United States with an emphasis on the West Coast.  Mr. McCarron assists in portfolio/institutional assignments, works with buyers and sellers during their facility acquisition and disposition transactions, and oversees all of HFFSSG’s marketing initiatives.  Mr. McCarron has been involved in over $1 Billion in self-storage transactions throughout his career. Prior to HFF, Mr. McCarron was a Managing Director and Partner at Storage Investment Advisors. LLP (SIA).  Prior to SIA, Mr. McCarron was a Sales Associate at CB Richard Ellis.  Mr. McCarron received his degree from the University of Southern California’s Marshall School of Business with an emphasis in Real Estate Finance.  Mr. McCarron is a licensed Real Estate Broker in the State of California.

ANYTHING LEGAL: THE EMPLOYMENT LAW SERIES
Jerry Bloch, Attorney at Law
Gerald (Jerry) Bloch brings over 30 years of experience representing companies in technology, real estate, product manufacturing, distribution and sales and other industries. His skills include working with management and HR personnel to guide clients through the minefield of regulations and requirements governing California workplaces. He has extensive experience in preparing employee handbooks, resolving wage and hour issues and dealing with sexual harassment, discrimination, wrongful termination and retaliation claims. He has conducted numerous internal investigations into various employee complaints and has resolved dozens of claims made against his clients. Jerry obtained his BA degree from Boston College in 1977 and his JD degree from University of San Francisco in 1980. He has a master’s degree (LLM) in taxation from Golden Gate University. He taught law at San Francisco Law School and has written numerous articles. Jerry is a member of the Orange County Bar Association and its Labor and Employment Law Section.





EVENT SPEAKERS
KEYNOTE SPEAKER
Karl Haas, Executive V.P. & Coo, Extra Space Storage
Karl Haas is currently Executive Vice President of Operations/Chief Operating Officer for Extra Space Storage Inc. He is responsible for overseeing the operations of the over 850 properties managed by Extra Space Storage. Executive Vice President, Management, of Storage USA (SUSA) from October of 1998 through July of 2005, Mr. Haas joined the Extra Space Storage team when they acquired SUSA in 2005, after it had been briefly owned by GE Capital (2002-2005).Mr. Haas graduated with High Honors from the University of Maryland at College Park in 1973, earning his Bachelor of Science in Business Administration with a focus on Accounting and going on to pass the Maryland CPA exam the following year. He began his career in public accounting for the firm of Arthur Young & Co., progressing from Staff Auditor to Audit Manager in 1978 and Audit Principal in 1982. Leaving Arthur Young in 1983, Mr. Haas teamed up with a local Baltimore, Maryland real estate developer and entrepreneur for whom he filled various roles. Mr. Haas was involved in accounting, finance, and the administration of various real estate management and operating businesses.Mr. Haas now resides in Memphis, Tennessee with his wife of more than 30 years. He has two children: a daughter working in banking in NYC and a son pursuing a JD/MBA at the University of Tennessee.

KEYNOTE MODERATOR
Bill Hobin, The William Warren Group
William "Bill” Warren Hobin is the Founder, President, and CEO of the William Warren Group, Inc. (WWG), a self-storage development and property management company based out of Santa Monica, CA. For the past 17 years, Bill has led the WWG team in all of the development, acquisition, and operational activities and is responsible for major company relationships. The company currently operates 51 self-storage assets under its trademarked name of StorQuest Self Storage.Mr. Hobin is very active within the various state and national self-storage trade associations. He is a member and past director of the National Self Storage Association, a past board member and founding President of the California Self Storage Association, and a member of the Arizona Self Storage Association. Often a speaker at various industry events, Mr. Hobin currently sits on an Advisory Board to one of the publicly traded self-storage companies. Mr. Hobin holds a BA in Political Science from the University of California, Los Angeles. You can learn more about the company at www.williamwarren.com and follow Bill at www.twitter.com/williamhobin

CAPITAL MARKETS PANEL
Timothy Campbell, GE Capital Real Estate
Timothy Campbell has more than 25 years of experience in the real estate industry and is currently the Western Regional Director of North America Lending for GE Real Estate, one of the world’s premier commercial real estate companies.Based in Irvine, CA, Mr. Campbell’s territory covers the Western United States, including the GE offices in Irvine, Los Angeles, and San Francisco. Through his leadership, his team has closed an excess of $3.5 billion of fixed-rate commercial loans. Previously the Regional Vice President, Asset Management Services for GE Real Estate, Mr. Campbell was responsible for a $2 billion real estate portfolio in the western United States.Prior to joining GE Real Estate in 1994, Tim was a principal at Wells Fargo Bank Real Estate Industries Group, where he provided construction financing and also aided in restructuring more than $1 billion in problem loans in the early 1990s. Before joining Wells Fargo Bank in 1988, he originated real estate loans as a loan officer for Union Bank. Mr. Campbell graduated from the University of Southern California in 1985 with a Bachelor of Science degree in Business Administration with an emphasis in real estate finance.He is a member of the National Association of Industrial and Office Properties, Los Angeles Chapter.

Scott McPherson, US Bank
Scott McPherson, the Market Manager for US Bank’s Orange County/Inland Empire Commercial Real Estate Group, has more than 20 years of banking and real estate experience and over 10 years experience outside the industry operating as COO and CFO of private companies.Mr. McPherson has a BS in Business from Eastern Illinois University and an MBA from California State University, Fullerton. He is an active member of ICSC, ULI, and NAIOP professional real estate organizations. He is also an advisory board member for the UC Irvine Center for Real Estate.

Andrew Jobst, HG Capital
Andrew J. Jobst is the Executive Vice President and a Principal of HG Capital, LLC, which manages $100 million of equity capital and has invested in more than 75 real estate projects since 1995. Since joining the company in 1997, Mr. Jobst has underwritten and structured over 65 investments with more than 25 different operating partners for a total completed value in excess of $1.5 billion. Mr. Jobst holds a BS degree in Biology, a BA degree in Economics, and an MS degree in Engineering Economic Systems and Operations Research from Stanford University.

CAPITAL MARKETS PANEL - MODERATOR
Eric Snyder, Talonvest Capital Inc.
Eric Snyder is a Principal of Talonvest Capital and is responsible for sourcing and executing debt and equity assignments for Talonvest’s clients. Mr. Snyder has structured and arranged capitalizations in all phases of the investment cycle such as construction financing, bridge debt, permanent loans, mezzanine debt, and joint venture equity. He has an established background as both a direct investor and a mortgage banker that includesthe closing of over $3.5 billion while with Buchanan Storage Capital, GE Real Estate, FINOVA Realty Capital, Belgravia Capital Corporation and Bank of America. Mr. Snyder has also executed on the disposition of real estate valued at over $150 million and has experience in the asset management of performing and non-performing debt as part of the liquidation of over $600 million of loans for ITT Federal Bank. Mr. Snyder began his career in real estate as an Urban Planner working for the City of Los Angeles. He is also the Co-Founder of the Band of Brothers Foundation, a non-profit organization of professionals combining their money and resources to give back to less fortunate children throughout the world. Mr. Snyder is the inaugural Vice Chair of the ULI Capital Markets Council, a licensed real estate broker, and obtained a Bachelor’s Degree in Urban & Regional Planning from Cal Poly University.

STATE OF THE INDUSTRY PRESENTATION
Chris Sonne, Sr. Managing Director, Cushman & Wakefield Western, Inc.
R. Christian Sonne began his position with Cushman & Wakefield Western, Inc. in 2006 as the National Practice Leader of C&W’s Valuation & Advisory Self Storage Industry Group. In 1993, he founded and was president of The Sonne Group, Inc., a full-service real estate appraisal and consulting company. Mr. Sonne took his self-storage expertise and created Self Storage Economics, a division of The Sonne Group, Inc., in 2002. The company specializes in data, research, market reports, feasibility, valuation, and consultation for the self-storage industry. The firm developed an econometric model to forecast the depth of market demand for self-storage. Published in Mini-Storage Messenger magazine and the annual Self-Storage Almanac, the model has been used in over 100 major metropolitan markets and in all 50 states of the country.Sonne’s know-how has resulted in key insights into the self-storage market and in the yearly publication of the Self Storage Investor Survey and Operating Expense Guide Book. Mr. Sonne has been a featured or keynote speaker at over a dozen self-storage related conferences and is the author of the Self Storage Economics and Appraisal seminar sponsored by The Appraisal Institute, which has been taught in twelve states over the past four years. From 1993 to 2006, prior to joining C&W, Sonne was an Independent Fee Real Estate Appraiser serving a wide variety of institutions. He was employed by Bank of America as a Senior Appraisal Officer for their Commercial Appraisal Group in Los Angeles from 1991 to 1993. In this role, his primary responsibilities included engaging, managing and reviewing major income property appraisals in the Los Angeles region. From 1990 to 1991 he was employed by Deloitte & Touche as Acting Manager of the Valuation Group in Los Angeles. He participated in valuation assignments for the international accounting and consulting firm including litigation support, purchase price allocation, due diligence, and portfolio analysis. From 1984 to 1990 Mr. Sonne was an Independent Fee Real Estate Appraiser completing assignments throughout the western United States.Mr. Sonne received his Bachelor of Science in Political Science from the University of Utah in 1990. Mr. Sonne also successfully completed all courses and experience requirements to qualify for the MAI designation as well as the requirements of the continuing education program of the Appraisal Institute.

INVESTMENT PANEL
Dean Jernigan, U Store It
Dean Jernigan has been Chief Executive Officer of U-Store-It Trust since April 2006 and has also served as a member of our Board of Trustees since that time. From 2004 to April 2006, Mr. Jernigan served as President of Jernigan Property Group, LLC, a Memphis-based company that formerly owned and operated self-storage facilities in the United States. He was a private investor from 2002 to 2004, and from 1984 to 2002 he was Chairman of the Board and Chief Executive Officer of Storage USA, Inc., a publicly-traded self-storage REIT. A member of the National Association of Real Estate Investment Trusts’ Board of Governors from 1995 to 2002, Mr. Jernigan was also a member of its Executive Committee from 1998 to 2002. Mr. Jernigan currently serves on the board of Thomas & Betts, Inc., a publicly-traded electrical components and equipment company.

Matthew M. Nagel, Metro Storage
Matthew Nagel is the Chairman and Co-Owner (with his brother Blair) of Metro Storage LLC, one of the largest privately held self storage owner/operators in the US, with over 100 Metro Self Storage® facilities across the country.Mr. Nagel has over 25 years of self-storage experience, in which time he has been involved in hundreds of self-storage transactions from portfolio acquisitions to portfolio dispositions, financings, institutional joint ventures, private placements, and developments.Mr. Nagel and Metro have been recent active market participants in both third-party management and acquisitions.In 2010 Metro acquired 40 storage facilities and anticipates acquiring another 15 properties this year.Metro is actively seeking portfolio transactions throughout the country.Prior to joining Metro, Mr. Nagel was a futures trader at the Chicago Mercantile Exchange.Mr. Nagel received his Masters in Business Administration from Northwestern University’s J. L. Kellogg Graduate School of Management and his Bachelor of Science in Investment Finance from Drake University.Mr. Nagel is a licensed real estate broker and a Certified Commercial Investment Member (CCIM) and has served on various bank advisory boards, community organizations, and governmental committees.

Arlen Nordhagen, SecurCare Self Storage
Arlen D. Nordhagen, age 54, has been a successful entrepreneur involved in the start up and growth of several privately held companies throughout his career. He currently serves as Chairman and President of SecurCare Self Storage, Inc. and its portfolio of over 130 self storage properties. Mr. Nordhagen was one of the founders of SecurCare in 1988, and he assumed his role as President in April 1999, leading the company through a period of rapid growth. Besides the various SecurCare affiliates, Mr. Nordhagen’s major investment holdings have included MMM Healthcare, the largest provider of Medicare health insurance in Puerto Rico; the Colorado Value Strategies Fund, a private investment fund employing multiple hedge fund managers; and the PhiNord companies, which have investment holdings in oil and gas, specialty health care services and products, residential real estate and private mezzanine level debt and equity investments. Prior to founding SecurCare and multiple other ventures, Mr. Nordhagen held a number of managerial positions with American Business Advisors of Englewood, Colorado, Synthetech, Inc. of Albany, Oregon, and the DuPont Company of Wilmington, Delaware. Mr. Nordhagen holds a Bachelor’s of Science in Chemical Engineering and graduated summa cum laude from the University of North Dakota. He also holds a Masters in Business Administration with high distinction from Harvard University, where he was selected as a George F. Baker Scholar.

H. Michael Schwartz, Strategic Capital Holdings LLC
Mr. Schwartz is Chief Executive Officer and Chairman of the Board of Directors for Strategic Capital Holdings LLC and has been an officer and director since their initial formation. He was appointed President of Strategic Capital Holdings LLC in July 2004 and is primarily responsible for overseeing their growing portfolio of nearly 2 million square feet of commercial assets and 2.8 million square feet of self-storage assets with a total value of $563 million. Since Strategic Capital’s inception, Mr. Schwartz has transacted more than 5.75 million square feet of real estate valued at $763 million in the commercial office, retail and self-storage programs. He has more than 19 years of real estate, securities and corporate financial management experience. Prior to joining Strategic Capital, Mr. Schwartz was the Managing Director of Private Structured Offerings for Triple Net Properties, LLC, now an indirect subsidiary of Grubb & Ellis Company. In addition, he served on the board of their affiliated broker-dealer, NNN Capital Corporation, now Grubb & Ellis Securities, Inc. Mr. Schwartz holds a BS in Business Administration with an emphasis in Finance from the University of Southern California.

INVESTMENT PANEL - MODERATOR
Jim Davies, Talonvest Capital Inc.
Jim Davies has a 28-year track record in commercial real estate with experience as a direct lender, advisor, and property acquisitions specialist including 8 years as both a principal of Buchanan Storage Capital and a shareholder of Buchanan Street Partners. Jim has developed a reputation as a leading storage finance expert during the past 19 years that includes the closing of over $3.5 billion of transactions while with Buchanan Storage Capital and Belgravia Capital. Jim has arranged several billion dollars of capitalizations in all phases of the investment cycle including bridge loans, permanent loans, mezzanine debt, joint venture equity, construction financing, and property dispositions. At Talonvest Capital, Inc. Jim is responsible for sourcing and executing self-storage CMBS debt and structured finance assignments for experienced storage and commercial real estate operators. Jim is a frequent speaker at industry conferences, serves on the Board of Directors for the California Self Storage Association and is the founder of the popular Self Storage Owners Summit held each July in Newport Beach. Jim is a passionate music lover, holds a degree in Economics from the University of California at Los Angeles and lives in Newport Coast with his daughter Paige and his son Dylan.



View the 'U.S. Economic, Capital Markets and Self-Storage Market Overview' as presented by Hassam Nadji of Marcus & Millichap.


EVENT SPEAKERS

PENDING LEGISLATION & NEW LAWS
 Ron Kingston, The California Political Consulting Group
New Laws and regulations continue to be mandated on California's employers despite their immediate economic and fiscal impact. Over 2,000 bills have been introduced in the Assembly since the beginning of the year. Ron Kingston will explore some of the most egregious legislation that will adversely impact every self-storage business.How will the anticipated reintroductions of a split roll property tax bill affect your self-storage investment and commercial properties throughout the state? Learn about the plumbing fixture compliance requirements that will effect every California commercial property owner wishing to refinance or sell their property. Gain insight on pending legislation including a bill that will compel all commercial property owners to limit employee parking and require transit cost subsidies.

Lisa Barnett Sween & Nicole Bolson, Lewis, Beisbois Bisgaard & Smith LLP
The number of harassment, retaliation and wage & hour lawsuits has grown dramatically over the last five years. These suits can threaten and cause the demise of an otherwise viable company because verdicts are often in the millions of dollars in damages plus attorney's fees. Barnett-Sween and Bolson are employment law attorneys from the San Francisco law office of Lewis Brisbois & Smith LLP. We will navigate through California's tricky and ever changing employment laws - including wage and hour issues. Learn how to implement certain best practices that every California employer needs to know in preventing costly harassment and retaliation claims.

REAL ESTATE MARKET TRENDS
Hessam Nadji, Marcus & Millichap *DOWNLOAD HIS PRESENTATION ABOVE!!!
Mr. Nadji is a frequent guest on CNBC and Fox news business programs. Mr. Nadji possesses more than 20 years experience in real estate research, marketing and technology management. He overseas Marcus & Millichap's research division, including economic and real estate information tracking, analysis and the production of the group's various publications. The group's activities and publications support valuation, underwriting and development of specific investment strategies for the firm's brokerage clients.Learn about the current commercial and industrial real estate market. Is long-term real estate financing available and what is the outlook on rates and terms? How will the national economic recovery impact the real estate market including the demand for self-storage.

THE POWER OF SOCIAL MEDIA AND WHY YOU NEED IT
Cherie Del Carlo, Gather Your Crowd
Cherie Del Carlo is an engaging and innovative business systems and people strategist. After earning her Bachelors of Arts degree in Cultural Anthropology from U.C. Santa Cruz, Cherie started her career here in Silicon Valley applying ethnography in middle school learning environments where she researched the concept of "community of practice". Grounded in how people learn and share information, Cherie held successively more responsible and complex customer-facing roles in the corporate software industry. After earning her Masters Degree in Organization Development in 2005, Cherie leveraged her knowledge of business software systems combined with her experience in solution-oriented customer service to drive change management initiatives in organizations like BART and Cisco. Today Cherie enjoys applying her creative thinking and problem resolution skills with putting social technologies to work as conduits for meaningful interaction and commercial exchange. Cherie has presented on different social media topics at San Jose State University, Stanford Continuing Studies and U.C. Berkeley's Haas School of Business. Among her skills and talents, Cherie is passionate about the spirit of inclusivity, freedom of expression and establishing relevance for the change agent in all of us.

 

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Latest News
Calendar

10/23/2014
2014 Economic Forecast Conference - This is a Non-CSSA Event

11/4/2014
Self Storage Brokers of California (SSBC) Owners Meeting - San Jose/Sunnyvale

11/11/2014
CSSA Board of Directors Meeting

11/14/2014
CSSA Coffee Meeting - Stockton

12/4/2014
2014 Northern CA - Annual Meeting & Holiday Reception