Event

Welcome Reception at Hyatt Regency Long Beach

Dinner and Presentation: Danielle DiMartino Booth

Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm and publisher of The Daily Feather and the Weekly Quill.

DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered with the goal of not only guiding portfolio manager, but promoting financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.

Since inception, commentary and data from DiMartino Booth’s The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.

A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.

Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.

DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.

Event

8:45–9:45am

1.0 CLE/CPE

The Life And Times Of A Receiver…The Good, The Bad, And The Ever Present Ugly

Robert Mosier, Mosier & Company, Inc. 

Bob Mosier is the founder of Mosier & Company and has been a Court-appointed fiduciary for nearly 40-years, with 10-years as a turnaround and dissolution professional before that.  To say he is an expert in the receivership field would be a significant understatement.  Mr. Mosier is also a founding member of the California Receiver’s Forum and the previous Publisher for Receivership News.  Mr. Mosier will be sharing his abundant knowledge during this keynote speech about receiverships and reflecting on both the good – and the bad – that a career in receiverships brings.

10:00–11:00am

1.0 CLE/CPE

Receiver As Detective—Working With A Receiver To Uncover Fraud And Other Bad Behavior

Panelists: Kyra Andrassy, Smiley Wang-Ekvall LLP; Stephen Donell, Fed Receiver, Inc.; Kyle Everett, 

Development Specialists Inc.

Moderator: Geoff Winkler, American Fiduciary Services

Receivers wear many hats, amongst the most important of which is that of an investigator. This includes identifying and monetizing assets, calculating the amount of claims, identifying creditors and formulating a case strategy based on the foregoing. In this session, we’ll take a look at how receivers uncover fraud and other malfeasance and include real case studies to help illustrate.

11:15am–12:30pm

1.0 CLE

Session A

Session B

12:40–1:40pm

1.0 CLE/CPE

Bad Vibrations – Partnership Disputes And Dissolutions
Speakers: Ryan Baker, Douglas Wilson Companies; Ted Lanes, Lanes Management Services; Eric Pezold, Snell & Wilmer LLP; Kevin Singer, Receivership Specialists
Moderator: Michael Muse-Fisher, Buchalter

Breaking up is hard to do. Irreconcilable differences between partners or members in an LLC, voter deadlock, self-dealing, or because one partner has taken control of the partnership without the authority or election of the other partners may trigger the need to initiate a partnership dispute or dissolution action. The purpose of such action is to a judicial determination of the ownership rights and potential winding up of the partnership or LLC’s affairs. However, often overlooked is how the parties are to going manage the business while the dispute is pending. Indeed, a disagreement that triggered the need for a lawsuit is not going to disappear once the action is filed. Indeed, it is likely to get more contentious. Similarly, the parties may be so entrenched in the fight that they do not factor in what is in the best interest of the business, or how they can achieve an orderly liquidation or sale of the business if required. Often the best solution is the appointment of a receiver. The receiver will step into the shoes of the manager and make decisions, pursuant to the appointment order, regarding the operations of the business and its assets. Learn from the pros to successfully navigate partnership dispute receiverships and avoid the pitfalls and traps that can arise for the unwary.

2:00–3:00pm

1.0 CLE/CPE

Surf’s Up! First Day Issues
Panelists: Mike Brumbaugh, MBI Consulting Group; Laura Lutz, Lubin Olson & Niewladomski LLP; Cooper Plyler, Stapleton Group

Moderator: Richardson “Red” Griswold, Griswold Law APC

Chasing Mavericks – Commercial Real Estate Momentum
Panelists: Brian Fagan, Selective Real Estate Corp.; Dan Miggins, Hilco Real Estate; Nicolas Prouty, Putnam Bridge
Moderator: Todd Wohl, Braun International | Premier Estates

The commercial real estate markets are experiencing the changing economic environments and functional, geographic and fundamental obsolescence never seen before. How are institutional property owners, lenders, developers and buyers navigating the markets across the U.S.? Our expert speakers will discuss these effects on individual property classes, underwriting, acquisitions and how they are managing workouts in California and throughout the U.S.

3:10–4:10pm

1.0 CLE/CPE

Shooting The Tube – Getting Out And Paid
Panelists: Michael Kasolas, Michael Kasolas & Co.; Jarrett Osborn-Revis, Buchalter; Annie Stoops, Arent Fox LLP Moderator: Jake Diiorio, Stapleton Group

This panel will focus on key final day issues of a receivership, including the Receiver’s Final Report & Account, maneuvering any hiccups on the way to seeking discharge and the always important and sensitive issue of obtaining final approval for payment of fees and costs to the Receiver and professionals. Panelists will share any tools they use to be successful and offer insight on detail that should be included in the final report, including the narrative of the administration of the assets and other matters, the detail of all cash receipts and disbursements since inception of the Receiver’s appointment, any recommended disclosures to report, notice of the report to creditors and other parties in interest and critical protections to include in the Final Order Approving the Final Report and Discharging the Receiver.

4:20-5:20pm

1.0 CLE/CPE

The Rogue Wave – Avoiding Liability As Receiver
Speakers: Anne Redcross Beehler, Bryan Cave Leighton Paisner LLP; Mia Blackler, Lubin Olson & Niewiadomski LLP
Moderator: Benjamin King, Loeb & Loeb

Serving as a court-appointed receiver is not necessarily a “safe space.” As officers of the court, receivers enjoy quasi-judicial immunity, but they are not immune from potential serious liability both during and after their tenure. Our distinguished expert panel will define where the lines are and describe the negative consequences for a receiver who crosses them. Information is power: this program will help all those who operate in the receivership space to avoid these pitfalls.

Point Break: Stump the Experts
Panelists: Mike Essary, Calsur Property Management; Kathy Phelps, Raines Feldman LLP; Christopher Seymour, Gilmore Magness Janisse; Susan Uecker, Uecker & Associates Moderator: Peter Davidson, Ervin Cohen & Jessup

Join our panel of seasoned pros to explore those pressing, mind boggling questions that challenge many practitioners in our receivership world.  All topics are open for discussion. Questions will be circulated in advance to address the concerns of participants in this lively one hour session.