2013 nic regional conference preliminary program

WE WELCOME YOU TO THE

Hilton San Diego Bayfront | San Diego, CA | March 5-7, 2013

#NICRegional

Overview

Schedule at a Glance

Keynote Speakers

Who Attends and Why

Session Descriptions

NIC Partners

Planning Committee

Attendee Resources

Registration

Conference Sponsors

About NIC

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of post-survey respondents said they expected to do

a deal as a result of their attendance at the 2012 NIC

Regional Conference, held last year in Boca Raton, FL.

Register by January 23, 2013

and save $500. Click here for

more information.

74%

Each year, the seniors housing and care industry has a set of challenges and opportunities.

2013 is no different. There are opportunities like serving the coming Silent Generation and the

Boomers that follow, being a solutions provider in the rapidly changing healthcare delivery

system, leveraging the benefits from the application of new technology and developing

new business and care models. There are ongoing challenges such as delivering value to a

changing customer base, likely changes to existing entitlement programs, documenting and

demonstrating quality, pressures on federal, state and seniors’ budgets. And the list goes on.

The 2013 NIC Regional Conference “Innovative Thinking: Driving Success and Attracting

Capital” addresses head-on what’s facing the industry in 2013 and beyond. The conference

programming is focused on topics of interest for skilled nursing and seniors housing operators

and capital providers.

If you are an operator and want to grow, or better understand future options, this is a must-

attend conference. Our keynote speakers and moderators are thought-leaders who will provide

insights, from economic and policy developments to technological innovation, employee

retention and culture building. Learn the best strategies to attract capital for growth. Network

with peers and leverage the opportunity to make deals with investors and capital providers. Our

skilled nursing track offers CEU credits.

Plan on joining us in San Diego this March for a capital focused event. We hope to see you there.

Overview

#NICRegionalPage 1

http://bit.ly/TBAwGN

For session details please see pages 5-14 and visit our website for the most up-to-date conference and session information.

Choose from:

Schedule at a Glance

7:30 am — 8:30 am

7:30 am — 7:00 pm

8:30 am — 10:00 am

10:00 am — 10:30 am

10:30 am — 12:00 pm

12:00 pm — 1:45 pm

2:00 pm — 3:30 pm

3:30 pm — 3:45 pm

3:45 pm — 5:00 pm

5:00 pm — 6:30 pm

Continental Breakfast

Registration, Networking Lounge, NIC Data Center & Cyber Café Open

Opening General Session: Lay of the Land from Washington Insiders

Networking Break

Concurrent Breakout Sessions

Luncheon with Keynote Speaker Robert Richman


Networking Break


Meet the Capital Providers Reception

Wednesday, March 6, 2013

Day

2

7:30 am — 8:30 am

7:30 am — 5:30 pm

8:30 am — 10:00 am

10:00 am — 10:30 am

10:30 am — 12:00 pm

12:00 pm — 1:45 pm

2:00 pm — 3:30 pm

3:30 pm — 3:45 pm

3:45 pm — 5:00 pm

5:00 pm — 6:00 pm

Continental Breakfast


Opening General Session with Keynote Speaker Gary Zimmerman

Networking Break


Luncheon with Keynote Speaker Senator Tom Daschle


Networking Break


Networking Happy Hour

Thursday, March 7, 2013

Day

3

Page 2

Skilled Nursing SessionSNF Seniors Housing SessionSH Crossover SessionCrossover

Tuesday, March 5, 2013

Day

1 2:00 pm — 4:30 pm

3:00 pm — 7:00 pm

4:30 pm — 5:30 pm

5:30 pm — 7:00 pm

NIC MAP® Market Briefing


Newcomers Reception — Invitation Only

Opening ReceptionWeather permitting, this reception will be held outdoors.

http://www.cvent.com/d/1cqxts

Keynote Speakers:

Senator Tom DaschleSenior Policy AdvisorDLA Piper

Washington Insider Panel:

Brian FortunePresident & Chief Political StrategistFarragut Square Group

Randy HardockPartnerDavis and Harman, LLP

Pat MulloyCEOElmcroft Senior Living

Mark ParkinsonPresidentAmerican HealthCare Association

Alan RosenbloomPresidentThe Alliance for Quality Nursing Home Care

Robert RichmanCulture Architect/Product Manager Zappos Insights

Gary Zimmerman Senior Economist Federal Reserve Bankof San Francisco

The Investment Forum has become the single most important event for owners, operators and investors.

WHAT ATTENDEES ARE SAYING

‘‘ ‘‘

Find moreinfo online

For more information on this year’s

keynote speakers, please visit our website

at http://www.cvent.com/d/1cqxts/5K.

Page 3

http://www.cvent.com/d/1cqxts/5K

It’s a great opportunity to reconnect, make new connections and get the latest thinking on issues.


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Who Attends:

• Owners and Operators of small to mid-sized

skilled nursing and seniors housing companies

• Lenders and Investors

— Institutional Investors

— Pension Fund Managers/Advisors

— Real Estate Managers/Advisors

— Commercial Finance Companies

— Venture Capitalists

— REITs

— Regional/Community Banks

— HUD/FHA Lenders

— Other Debt and Equity Financiers

• Financial Intermediaries

— Brokers

— Investment Banks

— Loan Servicers

• Securities Analysts/Research Professionals

• Developers

• Reimbursement Professionals

• Industry Association Executives

Why You Should Attend?

• Learn and be inspired

• Network and build relationships

• Position your organization for growth

• Learn why and when to invest

Page 4

Find more info online

For more information on the attendee

breakdown please visit our website at

http://www.cvent.com/d/1cqxts/3K.

Attendee Breakdown:

By Category:

By Title:

27% EVP, SVP, VP

30% President, CEO, Chairman, Other C-Level Executives

40% Operator

20% Director, Manager

23% Others

23% industry Services (Other)

37% Debt and EquityProvider/Intermediary


Day 1

NIC MAP® Market Briefing: Seniors Housing Market Trends & OutlookThis pre-conference event will provide attendees with an overview of the latest industry trends and the outlook for 2013,

with a particular focus on demand drivers including new construction and the recovery in occupancies—both to date and the

expected future pace.

The briefing will focus on:

• The seniors housing market fundamentals

• Which markets are outpacing and underperforming in terms of occupancies and rent growth

• Property sales transaction trends

• Recent market trends across U.S. metropolitan markets

• Forecast of the near-term outlook for the seniors housing market

Speakers at this pre-conference event include Mike Hargrave, VP of NIC MAP®, and Chuck Harry, NIC Managing Director and

Director of Research and Analysis. Register early as this promises to be a sell-out event. Registration is $250, or just $75 for

current MAP subscribers.

Registration includes attendance to the NIC MAP® Market Briefing, refreshments, networking opportunities, plus speaker

presentation takeaways with recent performance data.

Pre-Conference Special Event: NIC MAP® Market BriefingTuesday, March 5, 2013 | 2:00 pm — 4:30 pm

Page 5

To register for this event, please visit our

website at http://bit.ly/TBAwGN.

Featured


Day 2

Page 6

#NICRegional

Lay of the Land from Washington InsidersNIC brings Washington to you! Forty-five days into the next Obama Administration and the new Congress, what will we have

learned about the direction on key policy issues affecting seniors housing and skilled nursing? Brian Fortune, President & Chief

Political Strategist, Farragut Square Group and sought after expert on healthcare policy, moderates a panel discussion with

industry executives and lobbyists, representing both seniors housing and skilled nursing. How will the new Administration

and Congress tackle the fiscal crisis they now face? Will Medicare bear the brunt of funding cuts? What will be the impacts and

the opportunities from the unprecedented expansion of Medicaid under the Affordable Care Act? What will be the timeframe

and the execution strategy for health insurance mandates and state health insurance exchanges? During a moderated Q&A

session, you can ask the important questions that will help you plan strategically.

Wednesday Morning General Session8:30 am — 10:00 am

Brian FortunePresident & Chief Political StrategistFarragut Square Group

Mark ParkinsonPresidentAmerican Health Care Association

Alan RosenbloomPresidentThe Alliance for Quality Nursing Home Care

Moderator:

Speakers:

Randy HardockPartnerDavis and Harman, LLP

Pat MulloyCEOElmcroft Senior Living

Featured

The Future of Medicaid: Program Prospects and Provider PositioningThe future of Medicaid in meeting escalating demands for chronic long-term care services is enveloped in a dramatically

shifting landscape of healthcare reform and fiscal challenges. What are the payment prospects for serving this distinct and

growing population? How threatened are providers who remain dependent on this payer source? Do exhibiting trends and

future prospects present an opportunity for providers or grounds for an exit strategy?

Wednesday Morning Breakout Sessions10:30 am — 12:00 pm

Day 2

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Leading Through Innovation: Staying Competitive in a Rapidly-Changing MarketOne of the hallmarks of strong leadership is innovative thinking. Innovative leaders focus on the few key ideas that make

a demonstrable difference in the way a company is run and in the quality-of-care provided to customers. This session is a

moderated conversation among five innovative leaders representing companies at all levels of the seniors housing industry—

from small to mid-sized regional providers to a larger national operator—about how they have used innovative thinking to

achieve success at their companies. Real world examples include the use of technology to streamline and improve operations,

building a strong company culture, building a company from the ground up, and turning around underperforming properties.

Discussion will include using leadership to drive change and how innovative solutions can overcome limited resources on the

path to greater success. Session attendees are encouraged to submit questions to the moderator prior to the session.

SH

Current Debt Structures for Agency Financing: What Debt Option is Best for Your Asset? This is not the HUD you remember! Come learn about HUD's new regulatory changes and how they may impact the way you

do business. Using case studies of recent transactions, panelists will give succinct overviews of the agency programs. When is

HUD, Freddie or Fannie the right debt option? What does it take to qualify and how should you prepare? Learn how to properly

structure bridge financing when the end goal is long-term agency debt. What are the things to look for and the common

pitfalls to avoid?

Crossover

SNF

What Operators are Saying About Post-Acute Care Partnerships in an ACO WorldWhat steps can SNF operators take to prepare themselves for an ACO-driven world? A critical component is developing

relationships with hospitals, health systems, managed care and physician groups to smooth transitions, navigate re-

hospitalizations, track clinical outcomes and measure quality-of-care even when resources are limited. A panel of skilled nursing

operators will discuss how healthcare reform has affected the post-acute continuum, how they learned to steer through the

challenges, what they are seeing in the marketplace today and what they envision for the marketplace of tomorrow.

SNF

What is the True Cost of Turnover?With labor costs the most significant expense for seniors housing and care communities, employers who create a culture that

fosters employee growth and a feeling of purpose have better overall results. Organizational retention is key to success.

Robert Richman is a culture architect who helps businesses create environments where people love to work. He will address

the importance of building an environment where residents and staff feel empowered—a key for quality seniors housing

and care operations where customer-focused service and resident-directed care give residents the opportunity to direct their

lives and their care. The “Baby Boomers” will be more demanding than the customers of yesterday or today and Robert

demonstrates that, with innovative thinking, you can strengthen employee retention, enhance revenue and give residents a

better quality of life.

Robert Richman is a culture architect and author of The Culture Blueprint. Previously he launched

and built Zappos Insights, the Zappos Family company dedicated to helping businesses with their

cultures. As an intrapreneur within Zappos.com, Robert built the business model from a proof of

concept web site, to a thriving multi-million dollar business helping over 1000 people every month.

Business leaders, managers and entrepreneurs now take the Zappos Insights training to discover how

a workplace can help people grow, inspire amazing service, and ultimately drive revenue. Previous

to joining Zappos, Robert developed digital marketing strategies for brands including Tony Robbins,

Sony, Billboard, and best-selling business authors. Robert co-founded the Affinity Lab, a collaborative

workspace for entrepreneurs that continues to graduate over 150 businesses in Washington, DC. He

is also a Georgetown-trained leadership coach, delivers keynote speeches on company culture, and

advises leaders how to create self-sustaining cultures in their own organizations.

Wednesday Luncheon With Keynote Speaker Robert Richman12:00 pm — 1:45 pm

Day 2

Page 8

Robert RichmanCulture Architect/Product Manager Zappos Insights

Biography:

Visit our website for up-to-date conference and session information or to register.

Choose from:


Featured


ACOs Part II: Building Partnerships with Managed Care and Health Systemsthat Stand the Tests of Time and TechnologyIf you want to play in today’s world of post-acute care, tracking clinical outcomes and reducing readmission rates is key

to becoming a preferred partner. James Gomez, president of the California Association of Health Facilities, will moderate

a discussion with industry experts focused on how tracking clinical outcomes and sharing data can help build strong

partnerships with managed care and health systems. The panel will feature a managed care executive, a SNF post-acute

provider currently using IT software to track and share outcomes as well as a software provider that focuses on outcomes

and reducing readmissions.

Wednesday Afternoon Breakout Sessions2:00 pm — 3:30 pm

Tapping into Private Equity Private equity is an attractive source of capital for seniors housing operators but the structures are sometimes complex.

This panel features executives from private equity groups focused on small to mid-sized regional operators. This session

will discuss the appetite of PE for transitional properties, stable acquisitions, work-outs and repositioning as well as the

considerations to be made before entering into a transaction. The panelists will discuss how the REITs’ recent $20 billion dollar

buying spree has impacted the PE market and further refined their strike zone. Each panelist will speak to their firm’s recent

successes and what they see in their pipelines. Questions will be addressed such as at what stage in the life cycle should

operators get PE firms involved and how operators should initiate outreach. With an understanding of current trends, you’ll be

ready to take advantage of the new wave of interest.

Day 2

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Seniors Housing and Care 2.0—as Imagined by Today’s and Tomorrow’s Industry Leaders Seniors housing and care has been largely defined by four core property types. Enter the choice-conscious Baby Boomers.

Their arrival as consumers—as well as the ongoing evolution of healthcare and wellness related technology—has created

a pivot period for our industry. This demographic tailwind just getting underway is attracting an unprecedented amount of

innovation-in-progress and, yes, developing business models that may have the effect of disrupting the existing paradigm of

IL, AL, SNF and CCRC. How will seniors housing and care 2.0 be defined during the Boomer era? In this session you will learn

what the growth drivers will be. NIC’s Future Leaders Council will share provocative interviews with today’s industry leaders

about what’s next—as well as offering their own perspectives.

SH

SH

SNF

Repositioning Your Aging Property Serving the aging population doesn’t mean you should do so with dated properties. With the average age of skilled nursing

facilities now 35 years, this means many facilities (and possibly even programming) are out of date. Add the impacts

healthcare reform will have on the way you deliver care, and you know it’s time to think about repositioning your assets. This

session will use real world examples to help operators learn how best to reposition a property from both a physical plant

and a programmatic standpoint. The session will also include a financial analysis of the costs and benefits associated with

different repositioning strategies.

Valuations: What Buyers are Paying for SNF Properties andSeniors Housing Communities in Today’s Market Hear three active buyers describe through the use of case studies what they are paying for skilled nursing facilities and

assisted living communities in today’s market. They will discuss valuing both newer SNF and AL communities and older

facilities in need of repositioning. Pose your own questions during the moderated Q&A and hear their perspective on market

factors so you can understand what your property is worth.

Wednesday Afternoon Breakout Sessions3:45 pm — 5:00 pm

Day 2

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Innovative thinking is not just having a thousand ideas—it’s being able to focus in on a few things that you think will make a demonstrable difference in the quality of what you provide the consumer, and therefore in the company’s performance for shareholders and investors.

A MESSAGE FROM ROBERT KRAMER, PRESIDENT OF NIC

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Crossover

SNF


Choose from:



The National and Regional Economy in 2013: Factors Influencing Seniors Housing Demand The demand for seniors housing is influenced by a number of factors, including the health of the residential housing market

and the status of the labor market. Gary Zimmerman, senior economist at the Federal Reserve Bank of San Francisco, will

discuss the larger economic context that affects the seniors housing industry. He will provide a perspective on economic

trends; both national and in the western U.S., with a particular focus on job growth and the housing market.

Gary Zimmerman joined the Federal Reserve Bank of San Francisco in 1973. As an economist, his

research, analysis, and outreach activities support both the Economic Research and Public Information

Departments. From 1996 to 1999, Gary served as the FDIC’s San Francisco Regional Economist. Gary’s

research has focused on economic and banking topics in the Twelfth District. He has written articles

on the regional economy, the high-tech sector in the West, and the cyclical behavior of industries

like high-tech, aerospace, and construction. Other published research has covered community bank

performance, banking industry competition, and foreign banking activities in California. Many of his

research papers are published in the Bank’s Economic Letter and Economic Review and are available on

the Bank’s website (http://www.frbsf.org). Gary earned his B.A. and M.A. in Economics from Cal-State

East Bay (Hayward). He also has been a guest professor at the Wirtschaftsuniversität Wien (Economics

University of Vienna) in Austria. Prior to that, he lectured on banking and financial institutions at the

Graduate School of Business at Cal-State University, Hayward.

Thursday Morning General Session8:30 am — 10:00 am

Gary ZimmermanSenior Economist, Economic OutreachFederal Reserve Bank of San Francisco

Biography:

Day 3


Choose from:


Featured


Day 3

Thursday Morning Breakout Sessions10:30 am — 12:00 pm

Page 12

Building Your Benchmarks for Seniors Housing DevelopmentHow do you demonstrate value to investors? There is a great deal of data out there about the seniors housing industry, but it’s

tough to figure out what numbers apply to your project. This session, using real world case studies, will identify industry data

points, macro-economic trends, supply and demand factors, penetration rates, capital investment – and how they can help

you get the financing you need. Learn what construction lending is available in seniors housing, what deals are getting done

and how, who is lending on what terms, and what capital providers need from you. And, for those ready to pursue investors,

understand the analytical tools that can help you and what to look for in a good market data feasibility study.

SH

The Transformation of the IL Model: Temporary Shift or Permanent,Market-Driven Reality? The recession and the emerging desire of residents to “age in place” are transforming independent living and other types of

care. Rising acuity levels are creating pressures for increased service delivery and staffing but residents and their families are

extremely cost-conscious. Learn how forward-thinking owners and operators have positioned themselves to address these

challenges. Three operators and a lender will reflect on what IL housing was historically, what it currently is, and what the

“future” IL model may be. There will be moderated Q&A discussing details such as services in IL, pricing, staffing, turnover rates

and how they have changed and will change in the future.

SH

Ground Up Construction Financing for Skilled NursingCredit is easier to access when you can prove that you have stabilized income. It is no different in the world of skilled nursing

finance. If you are a small to mid-size skilled nursing operator looking for ground-up construction financing but don’t have

the advantage of showing stabilized income for an existing skilled nursing property, this session is all about what you need to

know. What will capital providers be looking for? What is the best type of financing for you? Through case studies, this session

will explore options for construction financing from a variety of perspectives, including those of a conventional lender,

mezzanine lender, REIT, and an operator.

SNF

Managing Dual Eligibles While Integrating Care Skilled nursing providers are feeling enormous pressure to lower costs while improving outcomes for post-acute and LTC

residents. The potential benefits of aligning Medicaid and Medicare are prompting CMS to drive initiatives to integrate

care. This is your chance to hear four key state executives whose states are enrolled in the 2013 Pilot CMS Program—State

Demonstrations to Integrate Care for Dual Eligible Individuals—discuss what their states are proposing to do and what the

outcomes will mean for skilled nursing operators.

Speakers:

• James Gomez, President, California Association of Health Facilities

• Jim Carlson, President, Oregon Health Care Association

• Richard Herrick, President, New York State Health Facilities Association

• Peter Van Runkle, Executive Director, Ohio Health Care Association

SNF

Health Care Reform Round Two: The Affordable Care Act Senator Tom Daschle is one of the key architects of the Affordable Care Act, a longtime advocate for healthcare reform and an

active member of the Bipartisan Policy Center. Senator Daschle will provide a look at where healthcare reform is today and

how the implementation of the legislation signed into law in 2010 may play out in terms of new regulations, pilot programs

and health insurance exchanges. He will address questions of what he feels is working and not working, which policies have

already gained momentum in the marketplace, and which provisions policymakers may try to adjust in the coming months.

Learn what changes have the potential to affect the way you do business.

Thursday Luncheon With Keynote Speaker Senator Tom Daschle12:00 pm — 1:45 pm

Day 3

Page 13

Born in Aberdeen, South Dakota, Tom Daschle graduated from South Dakota State University in 1969.

Upon graduation, he entered the United States Air Force where he served as an intelligence officer in

the Strategic Air Command until mid-1972. Following completion of his military service, Senator Daschle

served on the staff of Senator James Abourezk. In 1978, he was elected to the US House of Representatives

where he served for eight years. In 1986, he was elected to the US Senate and eight years later became

its Democratic Leader. Senator Daschle is one of the longest serving Senate Democratic Leaders in history

and the only one to serve twice as both Majority and Minority Leader. During his tenure, Senator Daschle

navigated the Senate through some of its most historic economic and national security challenges. In

2003, he chronicled some of these experiences in his book, Like No Other Time: The 107th Congress and

the Two Years That Changed America Forever. Today, Senator Daschle is a senior policy advisor to the law

firm of DLA Piper where he provides clients with strategic advice on public policy issues such as climate

change, energy, health care, trade, financial services and telecommunications. Since leaving the Senate,

he has distinguished his expertise in health care through the publication of Critical: What We Can Do About

the Health-Care Crisis. His most recent book, Getting it Done: How Obama and Congress Finally Broke the

Stalemate to Make Way for Health Care Reform, was published in October, 2010.

Senator Tom DaschleSenior Policy AdvisorDLA Piper

Biography:

Find moreinfo online

For Senator Tom Daschle’s full biography please visit

our website at http://www.cvent.com/d/1cqxts/5K.

Featured


Growth and Exit Strategies for Skilled Nursing OperatorsAs a skilled nursing operator, what do you do when you think you need to grow but don’t know where to get the capital? Do

you know when it is time to exit the sector? This session will examine growth by acquisition and exit strategies in the skilled

nursing sector from both the operator and the capital provider perspective. Panelists will present case studies; 1) why one

long-established operator exited the industry by selling his portfolio, 2) how an emerging regional operator is pursuing

acquisitions and working with a lender to finance these deals, and 3) what obstacles and tactics a new operator to the sector

faced financing his first and second deals.

Thursday Afternoon Breakout Sessions2:00 pm — 3:30 pm

Roadmap to Memory Care Development Success As the demand for memory care services continues to grow, so do the opportunities to build and to overbuild. This session will

highlight essential aspects of the decision-making process when considering building a stand-alone memory care property or

an addition to an existing AL property. Speakers will explain why the numbers are critical when determining when and where

to build and why performing your due diligence and analyzing the data will help you avoid developing in an overbuilt market.

Learn how integrating key design elements and value-add engineering can create a therapeutic environment—while overlooked

elements can lead to licensing pitfalls. Also, hear how to make underwriting and financing these communities easier.

Accessing the Capital: Acquisition and Refinancing in Seniors Housing Financing is a necessary component of success for all types of seniors housing operators. In this session, moderated by

a seasoned financing professional, three owner/operators will discuss specific examples of successful deals involving

acquisition financing and a refinancing. The case studies, focusing especially on senior and/or subordinate debt financing, will

offer practical advice and relevant insight into how operators can close their next deal and work better with equity and debt

providers. Expect an informative as well as interactive discussion.

Day 3

Page 14

Register by January 23, 2013 and save $500. Click here for more information.

SH

SH

SNF


Thursday Afternoon Breakout Sessions3:45 pm — 5:00 pm

Page 15

Day 3

Find more info online

For up-to-date information on all the 2013 NIC Regional

Conference session descriptions, moderators and speakers,

please visit our website at http://www.cvent.com/d/1cqxts.

Pros and Cons of Leasing Versus Owning: Capital Structure Options for Operators For owners and operators of skilled nursing and seniors housing properties who are navigating the dizzying array of

financing options, the process may start with a fundamental choice: own or lease? Presenters will discuss the pros and cons

of leasing versus owning, how to determine the short and long-term financing goals and the best option for your asset type

and long term strategic plan. Presented through recent real-world case studies, speakers will identify different types of

capital stack structures, along with the decision-making strategies and tools to help companies determine which financing

works best for them.

Crossover

Measuring Performance: How to Improve Your NOIProviding quality care and excellent customer service efficiently is paramount to success in seniors housing. Three operations

experts, representing different seniors housing product types, will provide insight and answer your questions about how you

can increase resident satisfaction and provide top quality care while improving the value of your community and sustaining

long-term bottom-line growth.

SH


Premier Partners

Thank You to Our NIC PartnersNIC gratefully acknowledges its premier and official partners for their continued support of our events.

Official Partners

Don Ambrose President

Ambrose Capital Group

Chip GabrielPresident

Generations, LLC

Paul GordonPartner

Hanson Bridgett, LLP

Bre GrubbsNew Business Director

Leisure Care

Imran JavaidManaging Director

Healthcare Real Estate

Capital One Bank

Mike JulianVice President

Asset Management

HCP, Inc.

Eric KammererManaging Director - Real Estate

MidCap Financial, LLC

Doug KoreyManaging DirectorContemporary Healthcare Capital, LLC

Angela MagoConference ChairExecutive Vice PresidentKeyBank Real Estate Capital-Healthcare Group

Stephanie AndersonConsultantMeridian Realty Advisors

Dan Biron Senior Vice PresidentBerkadia

2013 NIC REGIONAL CONFERENCE

PLANNING COMMITTEE

Leadership

Planning Committee Members

Steve Graham Senior Investment Officer

Ventas, Inc.

Lisa Burgess Senior Vice President of Finance

Post Acute Partners

Capital Group

Mark Davis President

Healthcare Transactions Group, Inc.

Jim Gomez CEO/President

California Association

of Health Facilities

Bianca Andujo Senior Vice President

Bank of Texas/BOK Financial

Page 17

Paul MullinVice President of Development

Silverado Senior Living

Ryan NovaczykChief Financial Officer

New Perspective Senior Living

Bill ShortenFounder & Principal

Cascade Living Group

PhotoNot

Shown

Kenneth SegarnickChief Corporate Officer

Brandywine Senior Living

Joe WeisenburgerVice President of Senior Housing

Health Care REIT, Inc.

Don Kelly Director

CapitalSource

Joshua Rosen Executive Vice President

and Team Leader

Beech Street Capital

Wallace Saunders President & Chief

Financial Officer

Senior Living Communities

Paul Nevala Senior Vice President,

Investment Research Group

GE Capital, Healthcare

Financial Services

Mike Stephen Senior Vice President

Marketing

Health Care REIT, Inc.

Jim Thompson Senior Vice President/

Managing Director

Capmark Bank

Planning Committee Members (Continued)

‘‘ A very efficient way to network and the seminars provide industry insight.


‘‘

#NICRegional

Page 18

2013 NIC REGIONAL CONFERENCE

PLANNING COMMITTEE

Scott StewartManaging Partner

Capitol Seniors Housing

Peter Kane Managing Director

The PrivateBank

Joseph McCarron Principal

Capital Care Associates, LLC

Online Conference Community Registered attendees will have access to the 2013 NIC Regional Conference Online Community

beginning in mid-January:

• Network and connect with peers before, during and after the event

• Schedule private meetings in advance

• Utilize networking space diagrams to schedule meetings

• Choose the sessions you want to attend

• Submit questions to the session moderators in advance

Networking Lounge The Networking Lounge will be open the duration of the conference. The

lounge, located on the Indigo Level, is quiet and ideal for semi-private

meetings and will be equipped with complimentary wireless access.

Event Guide to InvestorsThe Event Guide to Investors lists contact information for registered lenders,

investors and financial intermediaries. Attendees receive a print version on-

site, and it will be available for download in the Attendee Resources section

of the conference website.

Speaker PresentationsVisit our event website to view speaker biographies and session information at

http://www.cvent.com/d/1cqxts/5K.

NIC Data Center and Cyber CaféThe NIC Data Center and Cyber Café will be available as a resource to NIC

conference attendees. Representatives from NIC will be available to answer

all of your research and data-related questions, and to provide complimentary

demonstrations of the web-based tools and reports available to subscribers

through the NIC MAP® Data & Analysis Service. Publications available for

purchase will include:

• NIC Investment Guide 2012: Investing in Seniors Housing & Care Properties

• NIC MAP® Monitor

The NIC Cyber Café also features access to email and internet, as well as printers for small print jobs.

Mobile Device Charging Kiosk

Stay charged and connected throughout the event! A charging kiosk will provide

compatible plugs for a variety of mobile devices including iPhone, iPad, microUSB,

Blackberry and more. Please visit the kiosk in the Sapphire West Foyer.

PedicabsSee the beautiful city of San Diego by bike-powered transportation with

complimentary Pedicab service. Pedicabs will be waiting at the doors of the

Hilton to take attendees to dinner in San Diego’s Gaslamp District.

Attendee Resources

Courtesy of:

Courtesy of:

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Courtesy of:

Courtesy of:

Courtesy of:


To register for the 2013 NIC Regional Conference, visit our website at http://bit.ly/TBAwGN.

How to register

Register on or before the Early Bird Deadline, January 23, 2013 and save $500.

In order to receive the discounted rate, your paid registration must be received by 11:59 p.m.

January 23, 2013 ET. After this date the standard rate applies, and we cannot guarantee that you

will be listed in the printed Attendee Listing distributed on-site.

If you cancel by February 6, 2013 you will receive a full refund less a $250 processing fee.

Registrations cancelled after February 6, 2013 are non-refundable and forfeited fees may not be

transferred to a future NIC event.

*Go to http://bit.ly/TBAwGN for guidelines on registering as an Operator.

Rates

Rates

General Rate

Operator Rate*

$1,300

$1,000

Early Bird Rate(By January 23)

$1,800

$1,500

(After January 23)

Standard Rate

NIC has negotiated a single occupancy room rate

of $249. Once your registration is complete, you

will receive a confirmation email with details

to make your hotel reservation. Rooms sell out

early, so please register and secure your room

at this year’s host hotel.

Hilton San Diego Bayfront, 1 Park Boulevard, San Diego, CA 92101

Host Hotel:

Hotel Reservations

REGISTRATION

Page 20



Conference Sponsors

Sustaining Research Sponsors

Capital Care AssociatesBDO USA, LLP

Media Sponsors

France Media

Institutional Real Estate, Inc. (IREI)

Long Term Living

McKnight’s Long-Term Care News & McKnight’s Assisted Living

National Real Estate Investor (NREI)

Provider Magazine

Senior Living Executive

Senior Care Investor & Senior Living Business

Senior Housing News

Real Estate Media Group/GlobeSt.com

Industry Sponsors

American Health Care Association/National Center

for Assisted Living (AHCA/NCAL)

Assisted Living Federation of America (ALFA)

American Seniors Housing Association (ASHA)

Erickson School of Aging Studies

Platinum Sponsors

Aviv REIT, Inc.Attendee Briefcase

BerkadiaThursday Networking Luncheon and Keynote Speaker

CapitalSourceLanyards and Badges

Contemporary Healthcare Capital, LLCFinal Program and Kosher Accommodations

Genesis Rehab ServicesNIC Cyber Café

GreystoneWednesday Luncheon and Kosher Accommodations

Lancaster PollardHotel Room Keys and Sleeves

MidCap Financial, LLCWall Street Journal Deliveries

Gold Sponsors

Beech Street CapitalContinuous Beverages and Kosher Accommodations

Cambridge Realty Capital CompaniesAttendee Listing

Capital One BankHalf of the Opening Reception

Formation Capital, LLCElevator Clings

GE Capital, Healthcare Financial ServicesEvent Guide to Investors

Health Care REIT, Inc.Half of the Opening Reception

Housing and Healthcare Finance, LLCConference Water Service

KeyBank Real Estate CapitalHalf of the “Meet the Capital Providers” Reception

National Health InvestorsHappy Hour Reception

Polsinelli ShughartHalf of the “Meet the Capital Providers” Reception

RED CAPITAL GROUPTuesday Evening Amenity and Pedicab

Silver Sponsors

Capital Funding, LLCStarbucks Coupons

Christenson AdvisorsConference Pens

KwaluMobile Device Charging Kiosk

Love FundingWednesday Evening Amenity

RealPage Senior LivingAudio Visual

The PrivateBankNetworking Lounge

Walker & DunlopSession Recordings

Bronze Sponsors

Limitless TechnologySpeaker Ready Room

Sentio InvestmentsCoffee and Networking Break

Madison Commercial Real EstateInvestment ServicesKosher Accommodations

Our conferences create environments that provide unparalleled networking opportunities, high-caliber educational

programming, and best in-class data to assist in deal-making opportunities. Proceeds from our events are used to fund

data and research on issues that are reshaping the seniors housing and care industry as they relate to investors, lenders,

owners, and operators. Our in-depth and timely reports help all segments of the industry to strategically position

themselves for future growth.

Conferences & Events

As a mission driven organization, NIC is focused on facilitating informed investment in the seniors

housing and care industry.

Mission Statement

Register by January 23, 2013

and save $500. Click here for

more information.

ABOUT NIC

Page 22

As an impartial observer and unbiased source, NIC has become a primary link between the financial markets and seniors

housing operators/developers, connecting each side through relevant research and actionable data.

Research & Data Efforts

Copyright 2013. National Investment Center for the Seniors Housing & Care Industry (NIC).


2013 nic regional conference preliminary program

Documents

session information

capital focused event

uptodate conference

conference programming

nic data center

networking lounge

session details

seniors housing operators