This is a past event. To see the list of our current events, please click  HERE
7:15 AM Pacific Time
Breakfast & Registration Small Group Meeting Attendees
7:40 AM Pacific Time
Creating Your Own Management Firm (Small Group Meeting for Apartment Owners Only)

We will discuss the pros and cons of an owner taking the management in-house after using a third-party management company. We will share case studies of firms that have done so and some that felt that was a mistake.


Mike Ballard

Ascent Multifamily Accounting

Steve Firestone

Crown Bay Group LLC

Michelle Lin

LT Management Group
7:45 AM Pacific Time
Breakfast & Registration for all Attendees
8:30 AM Pacific Time
Multifamily Investments in a Mature Cycle with Rising Prices… What Does History Say?

Can’t believe that we are still in still in expansion? Can’t believe multifamily prices continue to increase? You are not alone. This paper will discuss the historic relationship between prices and the economic cycle and crystal ball what the future may look like

Jeff Adler

VP, Matrix
Yardi Systems
8:45 AM Pacific Time
Multifamily Fundamentals & the Economy… Year Two of the Administration-What will be Different?

• Will rental demand and rental growth keep up for the mid- and long-term
• Low unemployment, rental homes and household formations-How are they impacting multifamily?
• Local MSAs and compressed cap rates
• Fewer people buying homes and renting longer… Millennial trend or secular change?
• Anything new from the government that will impact the market?
• What is your favorite indicator? What does it say?
• Pricing & valuation… How high can it go?
• When does the bubble burst? Where first?
• Market performance & its drivers?
• Global economy: Any influence on US multifamily?
•  With 4000 new apartments forecasted for downtown LA…

Jeff Adler

VP, Matrix
Yardi Systems

Spencer Schlee

Senior Director
Canyon Partners Real Estate LLC

Jim Wilson

Managing Director
JMP Asset Management

Dave Borsos

VP, Capital Markets

Alex Saunders

Managing Director
Phoenix Realty Group

Henry Manoucheri

Chairman & CEO
Universe Holdings
9:30 AM Pacific Time
Working with Institutional Capital-The Large Multifamily Owner Session

• What do you like about multifamily?
• The courting process- What does it take to get married?
• How do you evaluate new and existing operators?
• Secondary markets… What does it take you to get on that connecting flight?
• What kind of unicorn are you looking for?
• Return expectations… Are they dropping?
• What is your appetite for construction?
• The fundraising side of things
• Development vs. purchasing value-added

Peter Fischer

Sklar Kirsh, LLP

Lydia Tan

SVP & Head of Development
Bentall Kennedy

Jonathan Epstein

Managing Partner

Jared Lazarus

Managing Director
Oaktree Capital Management

Jerry Fink

Managing Partner
The Bascom Group

Matthew Levy

VP, Investments
The Laramar Group, LLC
10:15 AM Pacific Time
Networking Break Courtesy of:

11:00 AM Track A
Financing Unstabilized Properties/White Knight Funding

• Pricing for value added vs. stabilized
• Length to stabilization… What is the term of the loan you are comfortable with?
• Refinancing underwater properties
• Financing the acquisition, construction… Comparing singular and blended structures
• When is mezz and preferred equity financing available?
• Bridge loan financing
• What are you comfortable lending per apartment for upgrades?
• Private equity vs. other capital sources
• Facility structures

Matt Neisser


Doug Perry

VP Sales
5 Arch

Brian Murphy

Managing Director, Multifamily Lending
CIVIC Financial Services

Joakim Mortensen

Chief Client Officer

Greg Galusha

Executive Managing Director

Bill Lanting

VP, Commercial Debt Originations

William Valentine

Founder & President
Vale Capital, Inc.
11:00 AM Track B
Property Management-Increasing ROI, Monthly Income & Shaving Operational Costs

With multifamily rents predicted to stabilize this year after a long period of growth, finding new revenue streams and running a more efficient property management operation is key for property managers.

• What kind of long –term plan do you come up with for a property?
• What is the newest policy change you have made?
• Tenant screening practices
• The key to effective collections
• Keeping maintenance and daily operational costs under control
• When to Use 3rd-party managers. What do you look for when selecting one?
• Getting ready for peak leasing season
• Evaluating different technology systems
• What was the latest amenity you added? What was the ROI?
• The energy management side
• Pushing rent without getting a push back
• Taking back management? Why?
• Using your property management function as a profit center

Adam Blake


Kristen Thomasino

VP, Real Estate Solutions

Larry Acker


Joseph Viery

US Tax Advisors Group, Inc. (USTAGI)

Doug Brien

Co-Founder, CEO
Mynd Management

Mark Limpert

Orion Real Estate Partners LLC

Sean Miller

11:55 AM Track A
Affordable Housing Options-Micro units, Co-Living, Accessory Dwelling Units, Government Subsidized and Workforce Housing Markets

As the price of rent and building apartments go up, rents either have to rise or smaller sized unit options need to explored.  This session will explore the later

Michael Mayer

Associated Ventures

David Hagele

Councilmember/Former Mayor, City of Healdsburg
Vice President/Relationship Manager, Summit State Bank

Wah Chen

Founding Partner
InSite Development

Divya Tandon

SJI Properties

George Webb

Founder & CEO
The Stratford Company
11:55 AM Track B
Financing Multifamily-Fannie Mae/Freddie Mac Update

• Evaluating Freddie and Fannie’s small balance loan program-What are the target areas? Recourse and leverage
• Comparing DUS, HUD and conventional programs
• What information do you need to get a loan?
• Securitization of assets
• What kind of properties do these serve?
• What if your property has a mixed-use component?
• Affordable housing financing
• It isn’t easy being green- Environmental financing options
• Rehab loan requirements
• Comparison vs. bank and other lending
• Mezz loans with rental increase restrictions  

Jim McArthur

JLL Capital Markets

Mitch Clarfield

Senior Managing Director
Berkeley Point Capital

Amy Finn Bernier

Customer Account Manager, Multifamily
Fannie Mae

Brendan McBreen

Director Underwriting & Credit, Western Region
Freddie Mac

Larry Wilemon

Hunt Real Estate Capital

Mark Pearson

Private Equity Entrepreneur and Lawyer
Private Equity Entrepreneur and Lawyer
12:40 PM Track A
Going Deal by Deal vs. Establishing a Fund: What are the Strategic Advantages of Both Approaches?

• The papers say it is very difficult for all but the biggest players to raise institutional capital funds… What are the keys to success?
• Evaluating different types of institutional capital
• How much time is it taking to raise $$ today?
• Does the use of sidecar vehicles give a manager the flexibility of going deal by deal?
• Manager control vs. investors rights
• Fund and deal terms on your latest deals
• Foreign fundraising


Alex Haimson

Strategic Account Director
Juniper Square

Muhammad A. Nadhiri

Managing Partner
Axis Development Group

Brian Good


Jason Buxbaum

Jevan Capital

Stephen Lanni


Liz Fujino

Chief Operating Officer
Sunstone Properties Trust
12:40 PM Track B
50-200 Unit Multifamily: Acquiring, Financing and Managing

• Finding product as reasonable prices
• Debt/equity finance sources and structures
• Making property management/operations more efficient and your buildings more profitable
• Technology solutions
• What do you do in-house? Outsource?
• Expenses and fees

Jon Krebbs

Managing Partner
The Multifamily Group

Jesse Shemesh

Point Acquistions LLC

Joseph Gozlan

EBG Acquisitions

Larry Wilemon

Hunt Real Estate Capital

Nathan Tabor

Real Estate Investor/Consultant
1:25 PM Pacific Time

Please sign up for the optional roundtables at registration:

  • AZ/Col/Texas
  • Northern Cal/Pacific NW
  • Southeast/Florida
  • Greater LA
  • Orange County/San Diego
2:25 PM Track A
New Apartment Construction- Costly Mistakes and How You Can Avoid Them

• How do you look at market dynamics now and at project completion?

• Finding land at reasonable prices vs. finding Neverland-Which is easier?

• Once you find the land… Dealing with entitlement challenges and NIMBYism

• The cost side… Any improvement?

• Financing side: How easy is it to get financing? What are the terms that are out there?

• What has been your biggest challenge with your latest project?

• Knock down vs. heavy rehab

• How are you financing the infrastructure?

• Looking for local tax breaks and public sector financing-any successes?

• Prefab construction-When does it pay?

Properly insuring in case disaster strikes during construction. Costly mistakes to be avoided

Aaron Marzwell

Founder & CEO
APPA Real Estate

Theo Oliphant

Managing Partner
Axis Development Group

Martin Bronstein

Senior Principal
BHW Capital

Kathy Fettke

Real Wealth Network

Steve Severaid

The Greenspan Co./Adjusters International

Chris Rossman

VP, Development
The Wolff Company
2:25 PM Track B
Going from Mid-sized to Large Player (Small Group Meeting Open for Apartment Owners Only)

Do you have a thousand doors? Own in multiple markets? Looking to take your business to the next level? This peer lead discussion, is looking for your input-questions and experience to participate and learn. Some of the key issues are-What are the key hurdles multifamily owners face as they become larger players? What are the challenges and obstacles that come with larger sized communities? What are some of the creative incentive compensation packages for associates and junior partners looking to advance within the organization?

Ben Loney

Head of Acquisitions
Castle Lanterra Properties

Eddie Lorin

CEO/ Founder
Alliant Strategic
3:10 PM Track A
The Apartment of the Future

The Internet of Things (IoT) is upon us and for multifamily owners and managers that means smart apartments. Smart apartments include devices, such as lights, locks, thermostats, sensors, and outlets that are networked, enabling remote control, automation, and the digitization of previously manual or tangible acts. There is plenty of excitement around IoT and smart devices, but

• What value can they really bring to the multifamily industry?
• To whom does that value flow?
• How does one go about evaluating an investment in smart apartments? Which approaches to IoT investment unlock different aspects of that value? 
• Identify the value that smart apartments provide to both residents and managers
• Assessing the limitations and challenges of implementing smart apartments
• Evaluating how different approaches limit the value a smart apartment can provide to different stakeholders
• Evaluating the true ROI of a smart apartment investment

Sean Miller


Aaron Marzwell

Founder & CEO
APPA Real Estate

Eric Wood

President & Founder

Tom Few

VP, Business Development

Adam Blake

3:10 PM Track B
Going from Small to Mid-sized Player-How do you know when you are ready? What Needs to be Done? (Small Group Meeting Open for Apartment Owners Only)

Do you have 200-750 doors? Have you gotten through your first non-family & friends fundraise and now are thinking of hitting up institutions? What is the most critical operations positions to fill? How do you know when you're ready to make a leap??  This peer lead discussion, is looking for your questions and experiences to participate.

Glenn Gonzales

Obsidian Capital

John Ward

Turnstone Capital Management
3:55 PM Pacific Time
Networking Break Courtesy of:

4:20 PM Pacific Time
Acquisition Shark Tank

It is all about finding new properties and in this session sellers will pitch 2 apartment deals to potential buyers followed by a question and answer period for each of the transactions

Tank Leader- Will moderate the panel

David Valger, President, DVO REAL ESTATE 

The Buyers:   Will evaluate their interest in the below projects, deal structure and how much they would pay


Geraldine Barry, Principal , GERALDINE BARRY & ASSOCIATES


Jerry Fink, Managing Partner, THE BASCOM GROUP, LLC

The Sellers: Will present portfolios for sale.


Henry Manoucheri, Chairmen & CEO, UNIVERSE HOLDINGS

David Valger

DVO Real Estate

David Blatt

CapStack Partners

Geraldine Barry

Geraldine Barry & Associates

Paul Panza

President & CEO
Nicholas Residential

Jerry Fink

Managing Partner
The Bascom Group

Daniel Carter

Founder & CEO
Windmill Investments, LLC

Henry Manoucheri

Chairman & CEO
Universe Holdings
5:05 PM Pacific Time
Small Owner Joint Ventures

Preferred structures/returns for different deals
• Comparing family office vs. private equity partners
• Passive vs. sponsor vs. JV equity requirements
• Getting equity and debt from the same provider… The good, bad and ugly
• Stabilized vs. value-added vs. ground-up deals
• What had been your biggest equity challenge?
• The document
• Negotiations… I’ll do anything for equity but I won’t do that

David Blatt

CapStack Partners

Mark Tronstein

Managing Director, Real Estate
Andell Holdings

JJ Mueller

Homerock, LLC

Eddie Lorin

CEO/ Founder
Alliant Strategic

Samuel Shin

WS Vested
5:50 PM Pacific Time
Networking Reception
6:50 PM Pacific Time
Conclusion of Day 1
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New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 2nd Annual Middle-Market Multifamily Forum (West)


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Information Management Network - Privacy Notice

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    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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