2017 Senior Housing Summit


2017 Senior Housing Summit
Thursday, October 26, 2017
8:00 AM - 12:00 PM Program
Golden Valley Country Club
7001 Golden Valley, Golden Valley, Minnesota 55427

7:55 AM Welcome & Introductions
Emcee: Jonathan Lundberg
, President, Ebenezer

8:00 AM Developing Specialty Senior Housing Niches
Moderator: Susan Farr,
Vice President, Ebenezer
Jacob Frey, 3rd Ward Minneapolis
Jon Buggy, Principal, RSP Architects
Matt Alexander, Senior Vice President, Kraus Anderson
Christine Soma, AIA, Pope Architects
Joyce Stupnik, Partner, bdh+young
• How to make Senior Housing work in Downtown
• How to make Luxury Senior Housing Projects Work
• Importance of developing amenity rich projects
• Opportunities in smaller communities 
• Small Boutique Senior Housing trends
• Property Reposition and Redevelopment Opportunities
• Senior Housing Design Trends

9:00 AM 2017 Senior Housing State of the Market
Moderator: Jonathan Lundberg,
President, Ebenezer
Matt Mullins, Vice President, Maxfield Research
Kari Thurlow, Senior Vice President of Advocacy, Leading Age Minnesota
Jeff Bostic, Director of Data & Financial Policy, Leading Age Minnesota
Jenna Seal, Director of Workforce Solutions, Leading Age Minnesota
• What’s happening in the market since the last Summit (one year later)—what’s changed and what’s the same?
• Affordability and Access:  What does affordability and access look like today and into the future?
• Opportunities:  What’s the biggest opportunity for change in this market?
• Innovation: What is on the horizon for big thinking?

10:00 AM Break & Networking

10:10 AM Development Trends & How to Evaluate Projects to guarantee success 
Moderator: Jill Nokleby Kaiser,
Director of Housing Development, Ebenezer
Mark Thomas, CEO, Ebenezer
Pastor Mari Strong, Chaplain at The Fountains at Hosanna!
Ray Oborn, Vice President, United Properties
Rick Fenske, Vice President, Weis Builders
• Non-Profits acting Like Non-Profits – It’s a thing of the past
• Connecting with a local Hospital or Clinic – why this is critical to be part of a Health System
• What has been the impact of churches and other non-profits 
• The importance of partnering with a reputable operator
• How to avoid common pitfalls that negatively impact your project
• Important steps developers need to consider to help with developing a successful project

11:05 AM Capital Market Strategies and Solutions for your next project
Moderator: Todd Willett,
CFO, Ebenezer
Dan Ryan, Senior Credit Analyst, Anchor Bank
Jim Sherman, Senior Vice President, Dougherty Mortgage
Jerry Taylor, Director of Business Development, National Health Investors REIT
Mark Beese, Vice President, Northland Securities
• Raising Equity for your next Senior Project
• What is the outlook for 2018 for lenders 
• Funds and REIT’s Chasing deals in Minnesota
• Who is lending and what are the current requirement to secure debt & equity
• What types of alternative sources of capital are available 
• Traditional and innovative methods for securing financing for a project
• HUD Financing Solutions
• Who is buying what and how does Minnesota stack up to the rest of the country
• Strategies to raise capital and limit debt for your development
• Incentives and programs to make your project work

12:00 PM Adjourn & Networking

2017 Senior Housing Summit


  • When

  • Thursday, October 26, 2017
    8:00 AM - 12:00 PM
    Central Time

  • Where

  • Golden Valley Country Club
    7001 Golden Valley
    Golden Valley, Minnesota 55427

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