About This Event

The fourth Marcus & Millichap / IPA West and Central Florida Multifamily Forum was held on April 27, 2018 in Tampa and welcomed the region’s most active multifamily investors, owners, developers, financiers, deal-makers and other industry professionals. This event offered them the opportunity to find solutions for the most pressing challenges in the Tampa and Orlando multifamily industry, to network with the highest-level industry leaders, and to learn the latest business strategies.

This year’s conference featured keynote speakers Steve Patterson, President and CEO of Related Development and Brian Auld, President of the Tampa Bay Rays. They discussed where the Tampa and Orlando markets are now, where they are headed and how demographics are dictating their decisions across the development process.

The Marcus & Millichap / IPA Multifamily Forums across the U.S. bring together over 6,000 multifamily owners, investors, managers and developers annually to create an in-person marketplace for learning, discovery, networking and deal-making. The sessions address the major issues affecting the apartment and condo markets today, and the networking allows multi-housing principals to meet, talk and source deals and investment capital.

Check out the recap from the event and see more pictures here.

Networking Lunch
Morning Session

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Conference Production:

Rachel Golden
(347) 689-4706


Claudia Gutwirth
(646) 862-6125

Sponsorship & Exhibiting:

Amber Collins
(646) 783-3937

Keynote Speakers

Steve Patterson
President & CEO
Related Development

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Brian Auld

Brian Auld
Tampa Bay Rays

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Roxanne Amoroso 100x150

Roxanne Amoroso
Mosaic Development Company

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Tracy Bowers

Tracy Bowers
Managing Director
Pollack Shores

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Mike Brewer

Mike Brewer
VP – Operations
Radco Residential

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John Builder

John Builder
Director of Investments
Cortland Partners

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Jay Curran

Jay Curran
Senior Managing Director of Multifamily
Crescent Communities

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Jeff Daniels

Jeffery Daniels
SVP & National Director
IPA Multifamily

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Paul Decain
Chief Investment Officer
The Bainbridge Companies

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Reinerio Faife 100x150

Reinerio Faife

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Larry Feldman

Larry Feldman
President & CEO
Feldman Equities

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Matt Ferrari

Matt Ferrari
Managing Director, Acquisitions & Asset Management – East Coast
TruAmerica Multifamily

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Mike Griffin 100x150

Michael E. Griffin
Senior Managing Director
Savills Studley Occupier Services

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Frank Guerra

Frank Guerra
Altis Cardinal

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Eric Hade Headshot - DIGITAL.jpg

Eric Hade
Chief Development Officer
Waypoint Residential

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Harvey Hernandez

Harvey Hernandez
Chairman & CEO
Newgard Development Group

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John Isakson

John Isakson
Chief Capital Officer
Preferred Apartment Communities

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Richard Katzenstein

Richard Katzenstein
SVP & National Director
Marcus & Millichap Capital Corporation

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Charles Lockwood

Charles Lockwood
USF Health

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Joe Lubeck 100x150

Joe Lubeck
CEO and Co-Manager
American Landmark

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Kevin McQuaid

Kevin McQuaid
Commercial Real Estate Editor
Florida Business Observer

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Bobbi Moody

Bobbi Moody
VP – Management
Insula Companies

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Michael Phillips 100x150

Michael Phillips
Managing Principal
Lubert-Adler Partners

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Monica Ramsey

Monica Ramsey
Vice President of Member Relations
The Apartment Association of Greater Orlando

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Ari Ravi

Ari Ravi
Regional Manager
Marcus & Millichap

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John Sebree

John Sebree
FVP & National Director, Multifamily
Marcus & Millichap

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Brad Snyder

Brad Snyder
Atlantic American Partners

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Rebecca Snyder

Rebecca Snyder
SVP – Development
Strategic Property Partners

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Jay Tallman

Jay Tallman
Ascentia Development Group

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Jason Ward

Jason Ward
Senior Vice President

Justin West

Justin West
Regional Manager
Marcus & Millichap

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Chuck Whittall

Chuck Whittall
Founder & CEO
Unicorp National Developments

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Paul Bertozzi

Paul Bertozzi
Managing Partner
Live Oak Contracting

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John Bowen

John Bowden
Senior Vice President

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Michael D’Onofrio
Managing Director
Engineered Tax Services

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Jessica Fisher
Director of Multifamily Operations
Unicorp National Developments

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Patti Girardi
Chief Marketing Officer
Valet Living

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Mike McRoberts

Mike McRoberts
Managing Director
PGIM Real Estate Finance

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Jeff Rosenfeld

Jeff Rosenfeld
Chief Operating Officer
Adivo Construction

List of Attendees

  • 5G Studio Collabora+A1:A164tive
  • Abacode Cybersecurity
  • Abuhan Investments
  • Adivo Construction
  • Akerman
  • AllianceCos
  • Allure Properties and Investments
  • Altis Cardinal
  • Altman Development
  • American Land Ventures
  • American Landmark
  • Anne Rue Interiors
  • APEX Billing Solutions
  • Arel Capital
  • Ares Management
  • Ascentia Development Group
  • Aspire Development Group
  • Asset Preservation
  • Atlantic American Partners
  • Atlantic Property Services
  • Atrium Management
  • Austin Commercial
  • Avesta
  • Bainbridge
  • Baker Barrios Architects
  • Baker Concrete Construction
  • Balfour Beatty Communities
  • BankFinancial NA
  • BankUnited
  • BDG Architects
  • Bedford Cost Segregation
  • Benchmark Real Estate Advisors
  • Bessolo Design Group
  • BH Management Services
  • Blackmon Properties
  • Blue Sky Communities
  • Bohler Engineering
  • Bridge Real Estate Group
  • BridgeInvest
  • Brightleaf Properties
  • Cagan Management Group
  • Capstone Apartment Partners
  • Capstone Capital
  • CBA Architects
  • Centro Realty
  • CG Property Management & Consulting
  • Chesapeake Atlantic Holdings
  • CKT Development Company
  • Colony East Apts
  • Conversa
  • Corridor Ventures
  • Cortland Partners
  • Crescent Communities
  • Crown Advisors
  • DMD Properties
  • Doers WIndows
  • Dusek Network
  • Eastham Capital
  • Easton Real Estate Advisory
  • Echelon
  • ECS Florida
  • Eleprint
  • Elite Flooring
  • Engineered Tax Services
  • Equity Management Partners
  • Eshenbaugh Land Company
  • Evergreen Residential
  • FCP
  • Feldman Equities
  • Ferguson Enterpises
  • Fidelity National Title
  • Fieldstone Architecture & Engineering
  • Fifth Third Bank
  • First Housing
  • Fisher Real Investments
  • Fletcher & Fischer P.L.
  • Florida Business Observer
  • Florida Capital Real Estate Group
  • Florida Public Utilities
  • Fore
  • Forum Architecture & Interior Design
  • FTI Consulting
  • Fugleberg Koch
  • Genesis
  • GHD Services
  • Goodman-Gable-Gould
  • Grand Capital
  • Greenberg Traurig, P.A.
  • GreenBuiltion Soluts
  • Gulfstream Aerospace
  • Harvard Pacific Property Management
  • Henderson Engineers
  • Hills Properties
  • Hoffman Architects, P.A.
  • Humphreys & Partners Architects
  • Hunt Companies
  • Insula Companies
  • Integra Realty Resources – Tampa Bay
  • Interlachen Financial Group
  • Investor
  • Italkraft
  • James A. Schmidt, PA
  • JBM® Institutional Multifamily Advisors
  • JMG Realty
  • KAST Construction
  • Katerra
  • Kellogg & Kimsey
  • Kennedy Homes
  • Kimley-Horn
  • KW Elite Properties
  • LeCesse Development
  • Lee Chira & Associates
  • LEM Capital
  • Liberty SBF
  • Lincoln Property Company
  • Lindell Investments
  • Live Oak Contracting
  • Lowndes, Drosdick et al.
  • Majestic RE Ventures
  • Marshal Wallets
  • Massey Services
  • Matrix Residential
  • MCW Capital
  • Meridian Capital Group
  • Mesa West Capital
  • Morgan Group
  • Mosaic Development Company
  • Moss
  • Mutual of Omaha Bank
  • MyRentComps.com
  • NAI Hallmark
  • National Home Buyers Group
  • Newgard Development Group
  • NIGMA Capital & Finance
  • NitNeil Partners
  • NitNeil Partners
  • NorthMarq Capital
  • NOVA
  • Novus Services Southeast
  • NXT Capital
  • Old Republic Title
  • Oxford Properties
  • Palm Capital Partners
  • Paramount Consulting & Engineering
  • Paul J. Ford & Company
  • Pearl on First
  • Perry Becker Design
  • PGIM Real Estate Finance
  • Picerne Real Estate Group
  • Place Architecture
  • Plaza Construction
  • Pollack Shores
  • Preferred Apartment Communities
  • Preston Giuliano Capital Partners
  • Quivet Creek Development
  • Radco Residential
  • Ram Partners
  • RAM Realty Advisors
  • RD Management
  • Reel Properties
  • Related Development
  • Related Group
  • Rialto Capital
  • Riley Brothers
  • RISE: A Real Estate Company
  • Rock Group Advisors
  • Rockport Mortgage Corporation
  • Salazar Architectural Group
  • Schroeder-Manatee Ranch
  • Scott + Cormia Architecture and Interiors
  • Siesta Coast Capital
  • Sight Real Estate
  • SMG Property Management
  • Smith Equities Corporation
  • State Property Management
  • Steven Feller PE
  • Stewart Title Commercial Services
  • Stockton Realty Advisors
  • Strategic Property Partners
  • STSM&C Law
  • Synovus Bank
  • Tampa Bay Rays
  • Tampa Housing Authority
  • Tavistock Development Company
  • TBR Management Group
  • TD Bank
  • TECO Partners
  • TerraCap Management
  • Terracon Consultants
  • The Bainbridge Companies
  • The Klotz Company
  • The Masaitis Group
  • The More Group
  • The Whitcomb Group
  • TLR Management
  • Torti Gallas + Partners
  • Trez Forman Capital
  • Trident Property Group
  • Trinity Building + Construction Management
  • Tzadik Management
  • Unicorp National Developments
  • Unity 4
  • Universal Engineering Sciences
  • Urban Core Holdings
  • US Bank
  • US-EcoLogic
  • USF Health
  • Valet Living
  • Valhalla Holdings
  • Value Tech Realty Services
  • VHB
  • Walbridge
  • Warehouse Lofts
  • Waypoint Residential
  • Weller
  • Western Wealth Capital
  • Wharton Equity Partners
  • Wieland Construction Managers
  • Woodfield Investments
  • ZOM Living
  • ZVN Properties

Featured Participants

▪ Patty Adkins, Allure Properties and Investments

▪ Robert Cambo, Alliance Companies

▪ Ricardo Caporal, The Mattoni Group

▪ Ornon Corcino, Colony East Apts

▪ Brenda Dusek, Dusek Network

▪ Loretta Easton, Easton Real Estate Advisory

▪ David Eisenberg, Wharton Equity Partners

▪ Joe Emerson, Weller Residential

▪ Reinerio Faife, FUTURA

▪ Norman Fisher, Fisher Real Investments

▪ Claudia Fisher, Fisher Real Investments

▪ Eric Flynn, Oxford Properties

▪ Todd Fultz, Plaza Construction

▪ Kevin Glenn, Austin Commercial

▪ Glen Mowatt, Altis Cardinal

▪ Brenda Muller, Asset Preservation

▪ Kary Nordholz, Ares Management

▪ Stephen Novacki, Picerne Real Estate Group

▪ Henry Preston, Preston Giuliano Capital Partners

▪ George Quay, Weller Residential

▪ Jeff Robbins, Related Group of Florida

▪ Lukas Samuels, Allure Properties and Investments

▪ Nitesh Sapra, NitNeil Partners

▪ Phillip Smith, Framework Group

▪ Ken Stoltenberg, Mercury Advisors

▪ Cindy Taylor, CKT Development Company

▪ Nathan Vannatter, ZVN Properties

▪ Jason Ward, FCP


7:45 AM – Exhibit Hall & Dining Area

Registration, Networking Breakfast & Exhibit Hall Opens

8:00 AM – Private Session

Closed Door Session: Fever Pitch: Alternative Multifamily Investments Beyond Class A Apartments

Multifamily owners, investors and developers with active alternative investments in central & west Florida including student housing, workforce housing, senior housing, as well as class B&C housing.

8:50 AM – General Session

Opening Remarks

8:55 AM – General Session

Multifamily State of the Market: National vs. West and Central Florida Markets

Learn how the West and Central Florida multifamily markets compares to other key markets across the country. John Sebree, Director of Marcus & Millichap’s National Multi Housing Group, presents the latest data on apartment property construction, demand, supply, pricing and more.

Presented by:

  • John Sebree, FVP & National Director, Multifamily, Marcus & Millichap

9:30 AM – General Session

Morning Keynote


  • Kevin McQuaid, Commercial Real Estate Editor, Florida Business Observer


  • Steve Patterson, CEO & President, Related Development

10:10 AM – General Session

No End in Sight: The Development Outlook across West & Central Florida

Tampa and Orlando have been ranked in 2017’s top multifamily markets for growth. A booming local job market coupled with a national increase in urban dwellers, has turned these metro areas into some of the highest for population growth. But there’s increasing concern about the overbuilding and saturation of luxury Class A apartments. In addition, current renters’ demographic as well as psychographic changes require a shift in mindset. How can developers help people to live their best life? What value are you creating? Some of the biggest multifamily players in the central and west Florida markets, will address hot button issues such as:

  • Marketwatch: Understanding the depth of the current multifamily market and what’s coming down the pike.
  • Living Cities: Learning how to adapt to market shifts such as the increase in urban dwellers.
  • New Frontiers: How is new technology, such as remote cars and Amazon changing both the way you do business and the product you’re creating?
  • Strong Winds, Strong Impact: Learning how natural disasters and the resulting migration will affect the regional market.
  • New Development Strategies: Retrofitting, repositioning, rezoning, assembling sites, complicated mixed-use deals, and increasing density on existing sites, etc.

Speakers Include:

  • Jay Curran, SVP – Florida & Georgia Multifamily, Crescent Communiities
  • Larry Feldman, President & CEO, Feldman Equities
  • Harvey Hernandez, Chairman & Managing Director, Newgard Development Group
  • Charles Lockwood, Dean, USF Health
  • Rebecca Snyder, SVP – Development, Stragetic Property Partners (SPP)
  • John Bowden, Senior Vice President, Moss

10:55 AM – General Session

Networking Break

11:25 AM – Concurrent Session A

Bringing Your A-Game: The Debt and Equity Side of the Equation

The consensus among most players is that there is an overabundance of luxury Class A apartments. Deals are becoming too expensive. Costs are increasing. Rent growth is flattening. Together we will explore creative solutions for raising capital in the Central and West Florida markets.

  • Flexibility is Key: Creating relationships and alternative strategies when loans are difficult to acquire and the number of lenders are limited.
  • A New Cash Cow? What is the ROI on mixed-use properties?
  • The Recipe for Success: What are equity partners looking for?
  • Follow the Money: Where is the capital coming from to finance deals in this market?
  • On the Flip Side: Evaluating alternative investment sources.
  • Exit Strategy: Considerations regarding cap-rate compressions.


  • Richard Katzenstein, SVP & National Director, Marcus & Millichap Capital Corporation

Speakers Include:

  • Roxanne Amoroso, Principal, Mosaic Development
  • Paul DeCain, CIO, Bainbridge Companies
  • Joe Lubeck, Chief Executive America, American Landmark & Electra America
  • Brad Snyder, Principal, Atlantic American Opportunities Fund
  • Mike McRoberts, Managing Director, PGIM Real Estate Finance

11:25 AM – Concurrent Session B

Hitting a Home Run: Value-add Strategies in a Highly Competitive Market

In recent years value-add investing has proven to yield great returns in markets with strong population & job growth. But is the well drying out? With so much capital chasing so few opportunities, as well as increased competition from out-of-state and global entities, how are you going to get ahead?

  • The Big Picture: What are your peers are doing in terms of scope?
  • Crunching the Numbers: The formula for underwriting and assuming revenue growth.
  • The Key to Happiness: Reducing building turnover with value-propositions.
  • Extended Bandwidth: Retrofitting existing communities with the latest technologies.
  • Value-Add 2.0: Improving on inefficiencies, management, and capital structure issues.

Speakers Include:

  • John Builder, Director of Investments, Cortland Partners
  • Matt Ferrari, Managing Director, Acquisitions & Asset Management – East Coast, TruAmerica Multifamily
  • Frank Guerra, Principal, Altis Cardinal
  • Jeffrey Rosenfeld, Chief Operating Officer, Adivo Construction
  • Michael Phillips, Managing Principal, Lubert-Adler Real Estate Funds

12:15 PM – Concurrent Session A

Communities and Amenities: A Holistic Approach to Property Management

For 2018 and beyond, effective property management requires a shift in mindset – building communities rather than just amenities. Renters are more finicky than ever. The rate at which technology is impacting resident experiences is increasing. How you adapt to changing technology will determine your success.

  • The Internet of Things (IoT): The latest trends in “Smart buildings.”
  • Virtual Reality: Utilizing technology for online leasing, 3D tours, and online chat bots.
  • Beyond the Business Center: Accommodating the new work-from-home set.
  • Work-life Balance: How to attract and retain Millennials – tenants and employees.
  • There’s a App for that: What are Generation Z’rs looking for in a community?

Speakers Include:

  • Tracy Bowers, Managing Director, Pollack Shores
  • Mike Brewer, VP – Operations, Radco Residential
  • Bobbi Moody, VP – Management, Insula Companies
  • Patti Girardi, Chief Marketing Officer, Valet Living

12:15 PM – Concurrent Session B

Stealing First Base: Creative Solutions to Managing in Times of High Construction Costs

Multifamily investors continue to struggle with rising costs and labor shortages. Construction delays, hiring temp service workers, and a spike in materials costs make it difficult to keep budgets in place. In addition, the recent hurricanes have people buzzing about how to create buildings resilient enough to withstand natural disasters.

  • The Road to Resilience: Building & retrofitting to withstand natural disasters.
  • Leaving a Big Footprint: The impact of the latest mega projects in central and west Florida.
  • Predictive Modeling: The forecast on labor costs and hurricane-related cost spikes.
  • Value-based Pricing: The latest design choices for apartment and building layout.
  • The Road to Recovery: Understanding insurance rates post-hurricanes and their impact on portfolios.


  • Justin West, Regional Manager, Marcus & Millichap

Speakers Include:

  • Paul Bertozzi, Founder & Managing Partner, Live Oak Contracting
  • Eric Hade, Chief Development Officer, Waypoint Residential
  • Jay Tallman, Principal, Ascentia Development Group
  • Chuck Whittall, Founder & CEO, Unicorp National Developments

1:00 PM

Networking Lunch

1:05 PM – Private Session

Closed Door Lunch Session: Peer-to-Peer Roundtable Discussion For Developers

Senior developers (managing director, principal) actively developing new multifamily or mixed-use developments in central & west Florida.

1:10 PM – Lunch Workshop

New Trump Administration Updates: Federal, State and Local Energy & Specialty Tax Incentives

The presentation is designed to provide New Trump Administration Updates to Federal, State and Local Energy & Specialty Tax Incentives and provide clarity to the design, qualification and certification process to maximize results and cost savings on purchases, renovations, improvements and new construction projects. During this presentation, you will be able to understand how to capture and best utilize Cost Segregation, Energy Tax Credits (like 179D for commercial buildings and 45L tax credits for residential and multi-family projects) on a local and national scale.

  • New Trump Administration Tax and Energy Incentives Updates for the property owner, developer, investor, finance and broker communities.
  • Overview of available Energy Tax Credits and recently extended 179D, 45L and R&D Federal and State credits available for the design of energy-efficient buildings.
  • Recognize Opportunities and capture benefits for Property Owners, Investors, Architects, Engineers, CPA’s, Real Estate Attorneys, Energy Consultants and Contractors.
  • Understand how these new tax laws and related strategies available can become an additional value-added service to your clients, as well as a revenue stream for your firm.
  • Additional related benefits and tax strategies including Cost Segregation, Property Tax Appeals, Energy Audits and related savings.

Presented by:

  • Michael D’Onofrio, Managing Director, Engineered Tax Services

1:50 PM – General Session

Afternoon Keynote


  • Michael E. Griffin, Senior Managing Director, Savills Studley Occupier Services



  • Brian Auld, President, Tampa Bay Rays

2:20 PM – General Session

Closing Remarks

Presented by:

  • Ari Ravi, Regional Manager, Marcus & Millichap

2:25 PM

Refreshments & Networking

Conference Chairs

Marcus & Millichap


Goodman-Gable-Gould/Adjusters International
Live Oak Contracting
Valet Living
Learn More

Venue Details

Marcus & Millichap / IPA West and Central Florida Multifamily Forum
April 27, 2018
8:00 AM – 3:00 PM


Hilton Tampa Airport Westshore
2225 N Lois Ave
Tampa, FL 33607

Google Maps

Room Block:
We have reserved a room block for attendees at the Hilton Tampa Airport Westshore for the night of April 26th. The room rate is $209.00 per night plus tax and based on availability. Reserve your room by emailing Kristen McBride at kmcbride@greenpearlevents.com and including your check-in and check-out dates. Please note that the cutoff date is scheduled for March 22nd.

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