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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 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 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 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   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 ]

Steve Coyle   CIO, Global Realty Partners   COHEN & STEERS CAPITAL MANAGEMENT, INC.   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   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   Managing Partner   FELIX CONSULTING GROUP   Steve is the Managing Partner of Felix Consulting Group (FCG), a New York City based management consulting business. Steve is an executive coach, strategic advisor and personal coach to the global commercial real estate industry. FCG provides the following valuable services to senior executives of investment management and ... [ Read More ]

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 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 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   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   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 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 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   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   PIMCO   John Murray is a senior vice president in PIMCO's Newport Beach office and a portfolio manager overseeing investments in direct commercial real estate and commercial real estate mortgage-backed securities. Prior to joining PIMCO, he was an acquisitions officer with JER Partners. Prior to JER Partners, Mr. Murray worked ... [ Read More ]

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   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   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 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   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   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   Senior Consultant, Private Markets   NEPC, LLC   Mr. Ruhmann is a senior member of NEPC LLC’s private markets research team. He focuses on real estate and inflation hedging assets. NEPC is one of the largest independent, full service investment consulting firms in the U.S., serving over 300 retainer clients with total assets over $695 billion. ... [ Read More ]

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 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   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   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 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 ]