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Real Estate Investment Consultants - March 30, 2011 - New York, NY
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Speaker names are sorted by last name:

John Baczewski
President
<b>REAL ESTATE FIDUCIARY SERVICES LLC</b>   John J. Baczewski
  President
  REAL ESTATE FIDUCIARY SERVICES LLC

  John Baczewski, CPA, is president of Real Estate Fiduciary Services, LLC (REFS), which provides independent fiduciary services and consulting to institutional and individual investors. Baczewski's breadth and depth of institutional real estate experience includes investment strategy development, portfolio and asset management, due diligence and transaction management, operational reviews, accounting, performance ... [ Read More ]
  

Russel Bernard
Managing Principal
<b>WESTPORT CAPITAL PARTNERS LLC</b>   Russel S. Bernard
  Managing Principal
  WESTPORT CAPITAL PARTNERS LLC

  Prior to founding Westport Capital Partners, LLC in 2005, Mr. Bernard was a Principal at Oaktree and the Portfolio Manager for Oaktree's real estate funds. He was responsible for the management of a series of closed-end real estate funds with over $2 billion in total committed capital. His team consisted ... [ Read More ]
  

Danny Caliendo
Senior Consultant
<b>DSA CONSULTANTS</b>   Danny L. Caliendo
  Senior Consultant
  DSA CONSULTANTS

  Mr. Caliendo is the Senior Consultant for DSA Consultants, a boutique firm that works with institutional investment, infrastructure, private equity and real estate firms in strategic areas of marketing and sales for all types of ERISA funds, including construction.

Mr. Caliendo also consults with industry leaders with respect to labor relations, ... [ Read More ]
  

Dawne Clark
Portfolio Manager, Real Estate
<b>RUSSELL INVESTMENTS</b>   Dawne M. Clark CFA
  Portfolio Manager, Real Estate
  RUSSELL INVESTMENTS

  As a real estate portfolio manager for Russell Investments, Dawne develops, implements, and monitors investment strategies for discretionary real estate separate accounts and the Russell Trust Company Real Estate Equity Fund (RTC-REEF). She joined Russell in 2007.

Dawne has 18 years of financial industry experience including 14 years in real ... [ Read More ]
  

Janet Cowell
Treasurer
<b>NORTH CAROLINA DEPARTMENT OF STATE TREASURER</b>   Janet Cowell
  Treasurer
  NORTH CAROLINA DEPARTMENT OF STATE TREASURER

  Janet Cowell is the State Treasurer of North Carolina and is the state's first woman to win the post.

Treasurer Cowell oversees more than $72 billion in pension fund investments for the 820,000 teachers, firefighters, and public employees of North Carolina.

Under her executive leadership as Treasurer, the state has maintained a ... [ Read More ]
  

Stephen (Steve) Coyle
Senior Advisor
<b>BENTALL KENNEDY</b>   Stephen (Steve) M. Coyle
  Senior Advisor
  BENTALL KENNEDY

  Steve joined Cohen & Steers in May 2008 as the Chief Investment Officer for Global Realty Partners, a private multimanager real estate investment business. As of December 31, 2011 Cohen & Steers managed $41.3 billion on behalf of its clients and has offices in New York, Seattle, London, Brussels ... [ Read More ]
  

Jerry Davis
Principal
<b>AMERICAN PENSION PROFESSIONALS</b>   Jerry Davis
  Principal
  AMERICAN PENSION PROFESSIONALS

  Commander Jerry D. Davis is the Employee Representative on the Board of Trustees for the New Orleans Employees' Retirement System. He was first elected to this five-member board in 1986 and was re-elected for his eighth term effective July 1, 2008. He has served as Chairman of the ... [ Read More ]
  

Steve Felix
Partner
<b>THE FELIX CONSULTING GROUP</b>   Steve Felix
  Partner
  THE FELIX CONSULTING GROUP

  In his 30+-year commercial real estate career Steve has been a trusted advisor to many leading institutional real estate investment management firms.


He has been active with industry trade associations such as PREA, INREV, NCREIF, NAREIM, ULI and ICSC. Steve is a frequent program advisor, chair and moderator at events ... [ Read More ]
  

Norman Gertner
Regional Economist
<b>FEDERAL DEPOSIT INSURANCE CORPORATION</b>   Norman Gertner
  Regional Economist
  FEDERAL DEPOSIT INSURANCE CORPORATION

  Norman Gertner is the Regional Economist in the FDIC's New York Region. Prior to joining the FDIC in1996, Mr. Gertner was the chief economist for Kirkbride Asset Management, Inc., an investment advisory and money management company. There he focused on tracking changes in the equity and fixed income ... [ Read More ]
  

Jeffrey Giller
Managing Partner and Chief Investment Officer
<b>CLAIRVUE CAPITAL PARTNERS</b>   Jeffrey M. Giller
  Managing Partner and Chief Investment Officer
  CLAIRVUE CAPITAL PARTNERS

  Mr. Giller has worked in the real estate private equity sector for over 25 years and has closed real estate investments totaling $3 billion. His experience includes the acquisition, asset management, structuring, financing, underwriting, pricing, and closing of transactions in the U.S., the UK, Western Europe, Latin America, and Asia. ... [ Read More ]
  

Jeffry Haber
Controller
<b>THE COMMONWEALTH FUND</b>   Jeffry R. Haber
  Controller
  THE COMMONWEALTH FUND

  Jeffry Haber is Professor of Accounting and Chair of the Accounting Department at Iona College, teaching undergraduate and graduate classes in a variety of accounting areas. He publishes in the areas of investments, anti-money laundering and terrorist financing, earnings quality, ethics, bankruptcy prediction and other areas of financial and managerial ... [ Read More ]
  

Peter Larsen
Vice President
<b>HAMILTON LANE ADVISORS, INC.</b>   Peter Larsen
  Vice President
  HAMILTON LANE ADVISORS, INC.

  Peter is a Vice President at Hamilton Lane based in New York where he is responsible for due diligence of primary fund investment opportunities. During his tenure at Hamilton Lane, Peter has suported the evaluation of funds across a variety of sub-asset classes including buyout,venture capital, mezzanine, and special ... [ Read More ]
  

Dennis Lopez
Global Chief Investment Officer
<b>AXA REAL ESTATE</b>   Dennis Lopez
  Global Chief Investment Officer
  AXA REAL ESTATE

  Dennis, AXA Real Estate's Global Chief Investment Officer, is responsible for the management of the complete range of AXA Real Estate mandates and contribution to the expansion of AXA Real Estate's activities. With over 25 years spent in the real estate industry, Dennis has extensive experience in investment management and ... [ Read More ]
  

Rodney Lumpkin
Private Market Strategies
<b>SEI INVESTMENTS</b>   Rodney A. Lumpkin
  Private Market Strategies
  SEI INVESTMENTS

  Mr. Lumpkin joined SEI Investments in 2009 as a senior analyst responsible for all aspects of the firm’s private asset initiatives (private equity strategy, real estate strategy, and real assets strategy). He has over 10 years experience in the areas of financial model development and industry, company, and financial ... [ Read More ]
  

Christopher Mayer
Senior Vice Dean and Paul Milstein Professor of Real Estate
<b>COLUMBIA BUSINESS SCHOOL</b>   Christopher J. Mayer
  Senior Vice Dean and Paul Milstein Professor of Real Estate
  COLUMBIA BUSINESS SCHOOL

  Professor Mayer is Senior Vice Dean and Paul Milstein Professor of Real Estate at Columbia Business School. He also works as part-time research director and member of the Board of Directors of Oak Hill REIT Management, a REIT hedge fund. Professor Mayer is Research Director of the Paul Milstein ... [ Read More ]
  

John Meehan
Principal, Director of Research
<b>ASSET STRATEGY CONSULTANTS</b>   John Meehan
  Principal, Director of Research
  ASSET STRATEGY CONSULTANTS

  John is a Principal and Director of Investment Research and Due Diligence in the Hunt Valley Headquarters of Asset Strategy Consultants.

John has over 24 years experience in investments and finance. He spent 16 years with the Bon Secours Health System where he directed approximately $1 billion in their Endowment, ... [ Read More ]
  

John Murray
Executive Vice President
<b>PIMCO</b>   John Murray
  Executive Vice President
  PIMCO

  Mr. Murray is an executive vice president in the Newport Beach office and a portfolio manager focusing on commercial real estate investments. Prior to joining PIMCO in 2009, he structured real estate transactions throughout the U.S. at JER Partners. Before JER Partners, Mr.Murray was in commercial real estate development and ... [ Read More ]
  

Robert Negrelli
Consultant
<b>COURTLAND PARTNERS, LTD.</b>   Robert Negrelli
  Consultant
  COURTLAND PARTNERS, LTD.

  Mr. Negrelli has four years of real estate consulting experience. Prior to Courtland Partners, he was previously employed with the internal audit department of The Sherwin-Williams Company. He was responsible for auditing automotive, commercial, and retail stores in Western New York and Ontario, Canada. Mr. Negrelli is responsible for ... [ Read More ]
  

Erin O'Boyle
Managing Partner
<b>HARVEST CAPITAL PARTNERS LLC</b>   Erin O'Boyle
  Managing Partner
  HARVEST CAPITAL PARTNERS LLC

  Erin R. O'Boyle is Managing Partner of Harvest Capital Partners, an SEC registered and Women Business Enterprise, founded in 2004 to provide principal investor advocacy services to select institutional clients. Harvest advises and advocates for clients from the informed "GP and Operator perspective," to meet their portfolio objectives, including portfolio ... [ Read More ]
  

Diane Olmstead
Managing and Founding Partner
<b>W3 PARTNERS LLC</b>   Diane Olmstead
  Managing and Founding Partner
  W3 PARTNERS LLC

  Diane Olmstead is a Founding and Managing Partner of W3, which she co-founded with partners Nancy Gille and Susan Sagy. Diane oversees all of W3's financial activities, including fundraising, client relations, and deal finance activities.

Diane has 30 years of direct experience in investing, corporate finance, and capital raising. ... [ Read More ]
  

Martha Peyton
Managing Director, Head of Global Real Estate Strategy & Research
<b>TIAA - CREF</b>   Martha S. Peyton
  Managing Director, Head of Global Real Estate Strategy & Research
  TIAA - CREF

  Martha S. Peyton is Managing Director and Head of Strategy and Research in the Global Real Estate division of TIAA-CREF Asset Management in New York City. She and her team support the firm's direct real estate and commercial mortgage investments which total over $40 billion, separated into several internal ... [ Read More ]
  

Catherine Polleys
Principal
<b>HEWITT ENNISKNUPP, INC.</b>   Catherine Polleys
  Principal
  HEWITT ENNISKNUPP, INC.

  Catherine, principal, serves as the leader of the firm’s global real estate research group and is the primary consultant for a select number of Hewitt EnnisKnupp real estate retainer and project clients. Catherine has a unique blend of public and private, domestic and global commercial real estate experience that spans ... [ Read More ]
  

Samantha Rowan
Managing Editor
<b>REAL ESTATE FINANCE & INVESTMENT</b>   Samantha Rowan
  Managing Editor
  REAL ESTATE FINANCE & INVESTMENT

  Samantha Rowan is the managing editor of Real Estate Finance & Investment. Her articles have also appeared in Institutional Investor and she has spoken at conferences and on audio and video podcasts concerning the commercial real estate industry. Previously, she was the managing editor of Securitization News and a reporter ... [ Read More ]
  

Sean Ruhmann
Principal, Private Markets
<b>NEPC, LLC</b>   Sean Ruhmann
  Principal, Private Markets
  NEPC, LLC

  Sean joined NEPC in 2010 and heads the firms real estate and real assets research team. Prior to joining NEPC, Sean worked at Goldman, Sachs & Co. where he was a Vice President in the Real Estate Investment Banking Group. While at Goldman, Sean advised real estate focused clients on ... [ Read More ]
  

Scott Schwartz
Senior Managing Director
<b>MARATHON ASSET MANAGEMENT</b>   Scott Schwartz
  Senior Managing Director
  MARATHON ASSET MANAGEMENT

  Mr. Schwartz is a Senior Managing Director and the Head of Commercial Real Estate Finance at Marathon. Mr. Schwartz has 19 years of experience in commercial real estate, including originating loans, acquiring portfolios of performing and distressed assets, asset management and restructurings. Prior to joining Marathon in 2003, ... [ Read More ]
  

Steven Shaw
Former Vice Chairman - Board of Trustees
<b>DALLAS POLICE & FIRE PENSION SYSTEM</b>   Steven G. Shaw JD, MBA, PhD, CFP
  Former Vice Chairman - Board of Trustees
  DALLAS POLICE & FIRE PENSION SYSTEM

  Steven Shaw has served as the Vice-Chairman of the Dallas Police and Fire Pension System since 1999. In that capacity he also chairs the Actuarial Valuation Committee and serves on the Investment Advisory Committee. He sits as a fiduciary over $3b in assets, including over $1b in direct ... [ Read More ]
  

Reid Smith
Director, Private Markets Investments
<b>EVALUATION ASSOCIATES</b>   Reid Smith
  Director, Private Markets Investments
  EVALUATION ASSOCIATES

  Reid is the director of private markets research at Evaluation Associates. He leads the firm's research effort on investments including buyouts, venture capital, real estate, and other non-traditional private investments. This includes meeting, monitoring, and assessing investment managers; directing client searches; and evaluating trends and opportunities across this spectrum.

Prior to ... [ Read More ]
  

Jeremy Tennenbaum
Chief Executive Officer
<b>SPOUTING ROCK CONSULTING</b>   Jeremy Tennenbaum
  Chief Executive Officer
  SPOUTING ROCK CONSULTING

  Jeremy Tennenbaum helps invest on behalf of Main Line Health Systems, a consortium of five hospitals and six health and treatment centers located in suburban Philadelphia that has several defined benefit plans as well as a number of 403(b) plans. He also serves on the investment committees for two families ... [ Read More ]
  

Allison Yager
Principal - Global Business & Investment Leader - Real Estate Boutique
<b>MERCER</b>   Allison T. Yager
  Principal - Global Business & Investment Leader - Real Estate Boutique
  MERCER

  Allison Yager is a Principal in the Atlanta, Georgia office of Mercer. Ms. Yager is the Global Business & Investment Leader for Mercer's Real Estate Boutique, a unit within Mercer's Investment Consulting Business. She provides real estate consulting and strategic advice to Mercer's clients and consultants located across the globe. ... [ Read More ]
  


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