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7:30 AM Eastern Time
Registration & Breakfast for Roundtable Participants
7:45 AM Eastern Time
Closed-Door Breakfast Roundtable: Women in Real Estate Finance & Operations

Industry luminaries convene for a candid discussion of the evolving roles of real estate CFOs and COOs, and the key skills needed to succeed in real estate finance and operations, sharing their efforts to improve diversity and inclusion at all levels of seniority across the industry, at this women-only closed-door breakfast roundtable.

Reisa Bryan

Managing Director, Global Chief Operating Officer
Nuveen Real Estate

Carla R Stoner

Chief Financial Officer
Harbor Group International

Jill Homan

Javelin 19

Jennifer McLean

Kushner Companies
7:45 AM Eastern Time
Breakfast & Registration Courtesy Of:
8:25 AM Eastern Time
IMN's Opening Remarks

Sanyu Kyeyune

Program Director
8:30 AM Eastern Time
CFO Roundtable
  • Which digital and analytical tools are helping you prepare your organization for growth? What capital sources are you engaging?  
  • How are you managing hiring and retention in a tight labor market? Have you made any notable changes within your organization to overcome these challenges?
  • What do you see as the next potential disruptor to the real estate industry?
  • How are you approaching decisions to invest in technology?
  • How are you financing projects in anticipation of a downturn?
  • How have you adapted your investment strategy at this late stage in the cycle?
  • What industry trends are you following, and how have those informed your strategy for the next few years?

David Kessler

Managing Partner
CohnReznick LLP

Brett Klein


Carla R Stoner

Chief Financial Officer
Harbor Group International

Sean Cunningham

Chief Financial Officer
Integrated Capital Management

Jennifer McLean

Kushner Companies

John Caruso

Managing Director, Global Head of Fund Finance
Nuveen Real Estate
9:15 AM Eastern Time
Accelerating Digital Transformation in Real Estate Finance & Operations
  • How are innovations in technology impacting the commercial real estate market?
  • What strategies are CRE companies using to embrace and accelerate digital transformation?
  • How critical are data management and governance in your firm today? What are the complexities and rewards of investing in technology and partnering with third-party software and technology companies?
  • What methods are you using to address change management within your organization?
  • What’s the state of the CRE market, and how does this shape the strategies of COOs and CFOs?
  • What are the next big trends in CRE tech, and what risks lie ahead?

Melissa Houston

Head of Sales
Juniper Square

Robert Bollhoffer

Managing Principal
29th Street Capital

Mark Mosch

AndMark Management Company

Lesley Lisser

Director-Asset Management
Invesco Real Estate

Steve Iorio

Managing Director
Prospect Ridge
10:00 AM Eastern Time
Putting Data to Work
  • How are CFOs and COOs using data analytics today in ways that they weren’t a few years ago?
  • For companies just starting to tackle data management, what are the top 2-3 things they should be thinking about?
  • Should a data analytics program be developed in-house or outsourced? What are the pros and cons of each? 
  • What strategies are real estate companies using to control the consistency and integrity of their data?
  • How should COOs and CFOs be measuring ROI on software investments? Qualitative vs. Quantitative. 

Brian McGowan

Managing Partner
BlueWave Ventures

Robert Shaw

Senior RE Consulting Manager

Ian Hogg

Chief Information Security Officer
Efront Financial Solutions

Jim Carr

Executive Director
One11 Advisors (Part of Altus Group)

Scott Tavolacci

National Director of Sales
Yardi Investment Management
10:40 AM Eastern Time
Diversity & Inclusion Fireside Chat

Stu Taub

National Real Estate Industry Leader

Wesley LePatner

Senior Managing Director, Real Estate Group
11:00 AM Eastern Time
Networking Break Courtesy Of:

Track A: Capital Sourcing & Dealmaking

12:00 PM Track A
Tax & Regulatory Update
  • How will loosening the Volker Rule impact your business? What are implications for the CMBS market?
  • What features of the qualified opportunity zones legislation are you following most closely, and what effect will they have on your investment strategy?
  • How do you staff your compliance and legal functions? What are the pros and cons of outsourcing vs. taking these roles in-house?
  • What are the SEC’s priorities right now in their examination of private funds?
  • How are CFOs and COOs approaching 1031 exchanges?
  • What are best practices for analyzing depreciation methods associated with tax shelters?
  • How are innovations in regulatory technology advancing? How are they helping companies keep up with the increasing demands of regulatory compliance? How is AI simplifying compliance workflow?
  • What regulatory shifts are changing the ways U.S. fund managers attract offshore capital?

Larry Block

Managing Director, Counsel and Chief Compliance Officer
Island Capital Group LLC

David Thomas

Benenson Capital Partners, LLC

Brian Newman

Partner & Practice Leader-Federal Tax Services
CohnReznick LLP

Michael McMahon

EVP - Director of Tax
RXR Realty

Brian Lovett

Partner, Team Leader, Real Estate Services Group
12:35 PM Track A
Leveraging PropTech & FinTech to Turbocharge Deal Flow
  • How are real estate companies using PropTech and FinTech to close more deals, smarter and faster?
  • What are the most recent innovations in the PropTech space? Where do you expect to see emerging trends go within the next few years?
  • What efficiencies can robotics and AI offer real estate finance and operations professionals? How could the real estate industry benefit from automation? What’s a feasible payback?
  • What’s on your vendor due diligence checklist?
  • Which tech solutions are you using to increase and manage deal flow?

Faraz Memon

REdirect Consulting

Brian McGowan

Managing Partner
BlueWave Ventures

Conlyn Chan

SVP of Family Office Strategies
Hongkun USA

Scott Morey

Executive Director
One11 Advisors (Part of Altus Group)

Grant Wood

VP Strategic Solutions

Kendall Miller

Chief of Staff
Securiti / The Guarantors

Track B: Operations, Fund Management & Administration

12:00 PM Track B
A Guide to Outsourcing
  • How do you approach decisions around outsourcing? What general trends are you following around outsource models?
  • Are there certain functions that are strictly in-house? How do you anticipate that changing?
  • How do you maintain quality control with outsourced teams? How do you effectively leverage their capabilities?
  • How do you quantify the risk of outsourcing certain functions? Has this process changed recently?

David Hott

Hott Solutions Corp

Freddy Potter

Senior Account Executive
AvidXchange, Inc.

Katie Kral

Controller - Sterling Bay
Baker Tilly

Rick Arnay

VP of Business Development
Paymerang, LLC

Jeff Bush

Standish Real Estate
12:40 PM Track B
Innovations in Fund Administration
  • What M&A trends are you observing among fund administrators, and how do you expect these to evolve?
  • What drives your decision to outsource vs. insource your fund administration and property accounting functions? What is your process to effectively gather accurate data on multiple assets and operating partners?
  • What tools can fund managers and private equity investors use to more effectively communicate and share data? Which emerging technologies could help sponsors better integrate disparate sources of data? What technology are you using to enhance the investor experience?
  • How do you improve visibility into risk factors affecting your fund performance?

Scott Tavolacci

National Director of Sales
Yardi Investment Management

Michael Dombai

Managing Director, North America
Alter Domus

Bob Woosley

Executive Director
FD Fund Administration

Sean Cunningham

Chief Financial Officer
Integrated Capital Management

Joe DiSalvo

SVP, Corporate Controller
RXR Realty
1:20 PM Eastern Time

Track A: Capital Sourcing & Dealmaking

2:20 PM Track A
Capital Markets Outlook: Debt Forecast & Sector Trends
  • What terms are banks offering for construction and bridge financing? What terms are you getting on loans for various property types? What are your predictions for the Fed’s decisions regarding interest rates in the next several quarters?
  • What are debt funds specializing in, in terms of property types, markets and financing terms?
  • How do private vs. public companies approach the debt market?
  • What capital markets trends do you expect to have the most meaningful impact on your business over the next year?
  • With so much capital chasing so few deals, where are you deriving value in your investments? How do you plan to tap into new sources of capital?
  • How much runway does CMBS have left? What's the forecast for CLOs?
  • What sort of opportunities are life companies targeting?
  • What type of equity structures are you pursuing?

Mary D'Souza

Managing Director
Misha Investment

Brian Bailey

Subject Matter Expert, CRE
Federal Reserve Bank of Atlanta

Robert Hellman

Managing Director and COO
Pembrook Capital Management

Thomas Powell

CEO, Founder
Resolute Capital Partners

Neil Duncan

Twining Properties
3:00 PM Track A
Seal the Deal with Institutional Capital
  • How have deal terms and reporting requirements changed as you work with additional institutional capital providers?
  • As more money comes into the market, how has your strategy changed?
  • How have you used technology to address a growing demand from institutions to have more transparency into their investments?
  • How have you stayed competitive in a tight multifamily market? 
  • Where are institutional investors identifying pockets of growth in the CRE market?

Chris Finlay

CEO & Chairman
Lloyd Jones, LLC

Chris Fuller

Sales Director
Dynamo Software

Irwin Boris

SVP Acquisitions
Heritage Capital Management

Thomas Wiese

President of Institutional Solutions
Crown Global Insurance

Lucian Cohen

Vice President, Finance
Lonicera Partners

Darin Munson

The Phoenix Group

Track B: Operations, Fund Management & Administration

2:20 PM Track B
Managing Funds Across the Spectrum: New & Growing vs. Mature
  • What cost-effective strategies are you using to set up and grow funds?
  • As the manager of a mature fund, what lessons have you learned along the way?
  • How do reporting requirements and accounting considerations differ for funds of varying size, age and complexity?
  • How does capital availability differ by property sector?
  • To what extent is your fund leveraged?
  • Which fund administration tech solutions have proven the most effective in your business?
  • What challenges have you encountered in managing relationships with LPs? What strategies do you rely on to streamline this process when co-investing?
  • What recent adjustments have you made to your service model? Do you plan to change this model in the next several quarters?

Thomas Green


Patrick Tully

Managing Director
Clarion Partners

Cyndy Silverthorn

Chief Financial Officer
Crow Holdings Capital

Jim Allen

CFO of Funds
Starwood Capital Group

Craig Mitnick

SVP of Finance and Director of Financial Reporting
Time Equities Inc
3:00 PM Track B
Due Diligence & Documentation
  • What strategies are making your investor reporting process more transparent and streamlined?
  • When onboarding a new investor, what’s on your due diligence checklist? How do you navigate the Know Your Customer process? How do you manage and report investor dollars?
  • What are the greatest challenges around documentation?
  • What sources of information do you rely on to vet legal entities?
  • How have investors changed their approach to due diligence of fund principals?
  • How do reporting standards vary globally? How do fund performance metrics differ globally?
  • What impact do varying fund expense ratios have on the cost of doing business?
  • How are real estate fund managers approaching ILPA compliance?

Lynn Peters

Vice President, Global Operations

Abbas Jessa

Automation Finance LLC

Jim Hayes

Chief Financial Officer
Draper and Kramer

Jerry Goodreau

Investor Relations
JMG Capital Investments

Susana Davis

Partner & Director of Finance
TerraCap Management, LLC
3:45 PM Eastern Time
Networking Break Courtesy Of:
4:15 PM Eastern Time
Opportunity Zones: Sourcing Capital, Structuring & Executing Deals
  • How are you structuring your opportunity zone funds to maximize tax incentives?
  • For some of your recent deals, what is the cost of capital? What returns are you achieving? What do your waterfalls between fund managers and real estate developers look like? What does this look like for fund managers and operating businesses?
  • What are the latest developments in opportunity zone legislation, and how does this impact your investment strategy? In light of recent guidance, how are you structuring multi-asset funds and making those investments work? How do you address taxation issues for multi-asset funds?
  • Is your firm investing in operating businesses? What are the complexities associated with those investments?

Brett Klein


Brian Newman

Partner & Practice Leader-Federal Tax Services
CohnReznick LLP

Thomas Mayrhofer

EJF Capital LLC

Jill Homan

Javelin 19

Joseph Scalio

Partner, Tax

Louis Dubin

Managing Partner
Redbrick LMD
5:00 PM Eastern Time
A Higher Standard for Investor Reporting
  • What’s the newest development in NCREIF PREA reporting standards?
  • How have the expectations of your investors changed over the year, and how has this impacted your investor reporting process?
  • Will GIPS compliance become the new standard for fund managers in 2020? How likely are your investor to require fund managers to comply with GIPS?
  • What degree of transparency are institutional investors looking for as they increasingly seek out value-add and development opportunities, and how do you manage those demands?
  • What kinds of on-demand reporting capabilities are investors demanding?

Troy Merkel


Nat Kunes

Senior Vice President
AppFolio Investment Management

Scott Azaroff

Sales Director
Investor Management Services

John Caruso

Managing Director, Global Head of Fund Finance
Nuveen Real Estate

Michael Morrell

Manager, Real Estate
NYS Teachers' Retirement System

Jim Allen

CFO of Funds
Starwood Capital Group
5:45 PM Eastern Time
Networking Reception
6:45 PM Eastern Time
Day One Concludes
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Event Contacts for 8th Annual Real Estate CFO & COO Forum (East)


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    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    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


    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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