This is a past event. To see the list of our current events, please click  HERE
7:20 AM
Registration opens and Breakfast is served for Pre-Conference Workshop Attendees, Courtesy of…

7:40 AM
Family Office Only Discussion
Everything that is said in the Family Offices, Private Bankers & Wealth Managers only discussion stays in the Family Offices & Wealth Managers only discussion.” This session, opened to family office and wealth manager executives only, will be a venue where you can candidly discuss key issues and bring up anything that is on your mind in a closed, non-public environment

Michael Felman

President
MSF Capital Advisors

Thomas Rosenfield

Managing Director
Venture HM
8:15 AM
General Registration opens… Breakfast is served Courtesy of:

8:40 AM
Keynote Address: Is Now the Time in the Real Estate Cycle to go with a Capital Preservation Strategy?”

Ethan Penner

Managing Partner
Mosaic Real Estate Investors
9:00 AM
How Will Rising Interest Rates Impact the Real Estate Economy? How will they Impact Specific Sectors & Geographies? How Much Growth does South Florida Have Left?
• How much do you expect interest rates to rise? What will be the effect?
• Looking back… Performance of property in different rate scenarios
• What will happen to all the value-added deals?
• Impact on different demographic groups
• Oil’s influence
• Commercial vs. residential… Different property types… different impacts
• Impact on the amount of leverage used
• Which markets are in the first inning of growth?
• Where are too many players investing?
• Condo, Condo, Condo… All that you hear is Condo… Is there anything else going on in South Florida? How long can the condo boom last? Will the bust be as bad as the last one?
• All the Latin $$ coming in… Can it continue?
• South Beach, Orlando, The West Coast vs. the Panhandle… Where is the best opportunity today?

Allen Morris

Chairman and CEO
The Allen Morris Company

Elliott Dornbusch

CEO & Founding Partner
CV Advisors

Stefan Astheimer

Vice President-Strategy
Howe & Rusling

Shalin Madan

Founder
Bodhi Tree Asset Management, LLC

Julie Neitzel

Partner
WE Family Offices
9:45 AM
Identifying your Investment Goal… Capital Preservation vs. Investment Gain and its Impact on your Asset Allocation
• Identifying your capability set
• Are your preferences and investment goals changing as the economy is changing? Is this affecting your allocation?
• What type of assets do you want to be involved in?
• Multi-generational vs. new wealth
• How important is liquidity to you?
• Are you looking to increase your real estate allocation?

Thomas Rosenfield

Managing Director
Venture HM

Stefan Astheimer

Vice President-Strategy
Howe & Rusling

Biff Pusey

Partner
Kimble Advisory

Michael Pompian

Director of Private Wealth Consulting
Mercer Investment Research Group

Richard Stone

CEO
Stone Family Office
10:30 AM
Core vs. Value-Added vs. Opportunistic: Assessing Sector & Their Values
• Defining the strategies
• Impact of where we are in the cycle
• Risk vs. return spectrum
• Can you shift between styles within a fund effectively?
• Is international always opportunistic or can Non-US secondary cities be core?
• Passive vs. active management
• Development in NYC; Miami Condos- Core or Opportunistic?
• Use of leverage
• The place industrial real estate has in every portfolio

Norman Radow

CEO
The RADCO Companies

Todd Seneker

Portfolio Manager
Columbia Pacific Advisors

Craig Medwick

Principal
Glenmont Capital Management, LLC

Adam Ducker

Managing Director
RCLCO Real Estate Advisors

Douglas O'Donnell

CEO
The O'Donnell Group, Inc.

Cliff Booth

President & CEO
Westmount Realty Capital
11:15 AM
Refreshments Courtesy of:

11:40 AM
Asset Allocation Within Real Estate… Where are you?
• When is home and land an investment?
• Non-US real estate… Part of real estate or international allocation?
• Which areas within real estate are you looking to increase your allocation?
• Which sub-asset of real estate is superior for long-term investment and building wealth through the generations?
• What sectors are you looking to overweight?
• REITs… Are they a stock, bond or real estate?
• Non-US real estate… Part of your real estate or international portfolio?

Rodolfo Milani

Senior Managing Director
Dominick & Dominick

Howard Cooper

CEO
Cooper Family Office

Craig Medwick

Principal
Glenmont Capital Management, LLC

Barry Gurland

Partner
DB Family Office

David Fisher

Chief Investment Officer
SignatureFD, LLC
12:25 PM
Family Office/Family Office Joint Ventures vs. GP-Led Joint Ventures & Club Deals
• US/Foreign family office tie-ups
• Who runs the deal? What happens when joint ventures and club deals go south?
• Deal terms, waterfalls and cost over runs
• LP vs. Partner interests
• Construction partnerships
• Due diligence and documentation… Is operational due diligence becoming a more prominent feature of the front end of partnership negotiations?
• What are you doing to monitor your partner?
• Non-U.S. partners/partnerships
• Evaluating a manager’s performance
• What kind of cost leakages have you seen from partners? How can you prevent them?

Katherine Hill Ritchie

CEO
PEX Global, Inc

Maximillian Amster

CEO
Veridis

Biff Pusey

Partner
Kimble Advisory

Hema Virani

Family Office Executive
Modi Family Office

Ben Gerber

Vice President of Finance
The Related Group

Joshua Smilowitz

VP, Acquisitions
The Gonzalez Family Office
1:10 PM
Real Estate Investment Strategies
Opportunities in Real Estate Marketplace Lending

Nav Athwal

Founder & CEO
RealtyShares
1:30 PM
Luncheon
2:30 PM
Fund vs. Fund-of-Funds vs. Direct vs. Public Equity vs. Financing/Debt
• Time/resource allocation considerations
• Non-Traded REITs
• Real estate hedge funds-What are their strategies?
• Exit strategies & fees
• Liquidity & investment horizon
• The extra promote… When is a fund-of-funds worth it?
• Size of investment impact
• Historic performance comparison

Jean-Michel Wasterlain

Founder, President, and Chief Investment Officer
CAPFUNDR

William Skelley

Founder, Chairman & CEO
iFunding

Katherine Hill Ritchie

CEO
PEX Global, Inc

Roman Khlupin

Chief Investment Officer
Strenta Investment Management
3:15 PM
Real Estate Investment Opportunities Across the Capital Structure
• Banks aren’t lending like they use to has been the rationale for debt funds… Does this still ring true today or are banks now jumping back in? With so many debt funds it does it matter what the banks are doing?
• What type of debt platforms are out there?
• Impact of potential interest rate changes
• Equity vs. mezzanine vs. first mortgage origination
• Crowdfunding and what you need to know
• Direct lending/Hard/private $$ lending funds

Adi Divgi

President & CIO
EA Global LLC

Cheryl Paller

Managing Director
Deutsche Bank National Trust Company

Heather Schwarz

Co-Founder & CSO
EarlyShares

Flynn de Freitas

MACRO Realty

Brian Dohmen

Head of Direct Lending
Sierra Income Corporation

Ira Perlmuter

Managing Director
T5 Equity Partners LLC
4:00 PM
Refreshments Courtesy of:

4:25 PM
Looking at Specific Sectors
There are a plethora of different asset classes that a real estate investor can invest in. This session will highlight some of them including…

Session Chair / Single Family Rental Homes
Gregory Rand, CEO OWNAMERICA

Student Housing
Peter Stelian, CEO BLUE VISTA CAPITAL PARTNERS, LLC

Mission Critical Real Estate/Net Leases
Christof Hammerli, Chief Acquisitions Officer CARTER VALIDUS

Housing Relative Value
Edward O’Brien, Managing Director-Investment Management GREYSTAR

Construction/Development
Steve Patterson, President RELATED DEVELOPMENT

Timber & Farm Land
Aldo A. Palles, Portfolio Manager/Managing Director U.S. TRUST, BANK OF AMERICA PRIVATE WEALTH MANAGEMENT (WM)

Greg Rand

Chief Strategy Officer
Renters Warehouse

Peter Stelian

CEO
Blue Vista Capital Management, LLC

Christof Hammerli

Chief Acquisitions Officer
Carter Validus

Edward O'Brien

Managing Director-Investment Management
Greystar Real Estate Partners

Steve Patterson

President/CEO
Related Development

Aldo Palles

Portfolio Manager/Managing Director
U.S. Trust, Bank of America Private Wealth Management
5:25 PM
Manager Level Due Diligence, Assessment & Monitoring … Valuation, Performance Measurement, Transparency & Reporting
• Appraisals, their importance and role in fees
• How transparent can your managers be? Where can you push them?
• When inflation comes what will be the impact on real estate performance?
• Beyond excel… What technology is really needed for reporting real estate on an investor level?
• How has the financial crisis impacted track record as a measure for manager evaluation
• Performance attribution analysis and peer comparison
• Investor communication best practices
• Leverage considerations… Being a good real estate manager vs. a good financial engineer
• Fees… What is reasonable to keep the lights on?
• Reporting… What should be included?
• Deals that haven’t exited yet and their impact on performance
• Property- vs. Fund- level evaluation

Adi Divgi

President & CIO
EA Global LLC

Sean Ruhmann

Partner-Director of Real Assets Research
NEPC, LLC

Billy Obregon

Director- Alternative Investments Advisor- LatAm
Deutsche Asset & Wealth Management

Michael Felman

President
MSF Capital Advisors
6:10 PM
Networking Reception Courtesy of:

7:10 PM
Day One Concludes
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Event Contacts for 2nd Real Estate Family Office and Private Wealth Management Forum

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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

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Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

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We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

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What Personal Data We Collect & Why

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  • Additional Third Party Disclosures

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    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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