This is a past event. To see the list of our current events, please click  HERE
7:30 AM Eastern Time
Breakfast and Registration
8:15 AM Eastern Time
The Latest Data: Is A Recession Looming? Where Is The Multifamily Economy Going?

• Do you think that the demand for rentals will slow down over the next 3-5 years?
• What are you seeing in the build to rent market and single-family rental markets? Do you believe the trends are sustainable? How will these trends impact the multifamily market?
• With all the attention on affordable housing can you afford not to invest in? And what about all the regulatory stuff?
• Performance of the non-institutional multifamily market
• Debt vs. equity: Which one do you recommend in this environment?
• Democrats vs. Republicans: Impact of politics and the Presidential election
• What will an economic downturn mean to the apartment asset?
• Local economy outlook & the impact of new rental regs

Jeffrey Tesch

RCN Capital

Domonic Purviance

Subject Matter Expert
Federal Reserve Bank of Atlanta

Andrew Shook

Head of Commercial Lending
Lima One Capital

Matthew Sant

Vice President
Peak Capital Partners

Patrick Long

Managing Director
River Oak Risk

Dana Rowan

Managing Partner
The Exeter Companies

Jonathan Brundige

Chief of Portfolio Management
Waypoint Residential, LLC
9:10 AM Eastern Time
Debt: How Are Terms Changing?

• Where you are underwriting?
• Funds vs. lenders: Comparing terms and structures
• Short vs. longer-term products
• Complex transactions
• Small balance lending
• Evaluating the risk of debt today
 • Leverage available
• Have you been expanding your non-institutional financing efforts?
• Freddie & Fannie products
• Bridge, construction & other transitional financings
• Loan docs & deal negotiations that are on the table
• Fixed vs. floating?

Nathan Trunfio

Senior Director of Sales & Marketing
Lima One Capital

Kevin Swartz

Managing Director
BrightSpire Capital, Inc.

Mark Bahiri

Managing Partner
Emerald Creek Capital

David Cohen

Managing Director and Co-Head - National Bridge Lending
Ready Capital

Adam Gottfried

Roc Capital

Allen Shayanfekr

CEO & Founder
10:05 AM Eastern Time
Diversity & Inclusion In The Multifamily Industry

• The challenges and methodologies to get all genders, sexual orientations, and nationalities to partner and discuss the issues
• New policy implementation issues
• Mentor relations
• Organizational change influence and transformation
• Vendor and supplier relationships
• Economics cycles and why D & I are good for business
• Leadership strategies for all
• Where to push boundaries?
• Which diversity and inclusion initiatives are making a meaningful impact?
• Diversity in the hiring committee

Divya Tandon

SJI Properties

Paul Kang

President & CIO
Alta Capital Group

Gashar Dixon

Anglestone Real Estate Venture Partners

Shally Hu

Head of Acquisitions
ARON Asset Management

Dr.Joelle Leclaire

Associate Professor of Economics and Finance
State University of New York, Buffalo State
10:50 AM Eastern Time
Networking Break, Courtesy Of:
11:35 AM Track A
Equity Sources, Structures & Preferences: Joint Ventures, Preferred Equity, Funds & Syndication

• What are you seeing in the preferred space?
• Raising non-US capital
• When should you form a fund?
• Debt vs. equity: A comparison of risks
• Self-directed IRA market
• Assessing the syndication market
• Construction equity deal terms
• Fees and fee levels
• Recent equity raises: What’s the environment like out there?
• Raising dollars from high net worth & family offices

Carlos Imery

IG3 Real Estate Group

David Bruhowzki

Director / Client Advisor
Alex Brown

Michael Zysman

Managing Principal
City Bay Capital LLC

Frank Muhlon

Managing Director

Ron Rossi

Senior Director, Partnerships & Alliances
Juniper Square

Peter Powers

Senior Analyst
MACC Venture Partners
11:35 AM Track B
Real Estate Technology: The Latest Bells and Whistles With The Highest ROI

• Leasing automation with tools that make touring more efficient
• Technology as a driver of performance
• What type of technology do you put in A/B vs. C/D building?
• Defining smart home systems
• 2025: What to expect from real estate technology, How to prepare for during 2020? 
• Broader tech trends to pay attention to that will impact apartments
• Front office technology: What have you added recently?
• What can you learn from your data?

Robb Napolitano

Chief Information Officer
The Brooksville Company

Marshall Friday

Director of Sales
ADT Multifamily

Freddy Potter

Senior Account Executive
AvidXchange, Inc.

Neil Golub

Director of Sales
Carson Living

Andrew Fuller

Director of Accounting and Asset Management
Outlier Realty Capital
12:20 PM Track A
Accepting Lower Yields vs. Changing Your Strategy?

• Considering exit cap and rent growth
• Impact of different interest rate scenarios
• Treasury, Caprate, Agency relationship
• Rent growth impact and outlook
• Market demand, liquidity, and the pool of buyers available
• What are your LP equity expectations?
• How 1031 exchanges can maximize returns
• The decision matrix of different investment approaches and markets

Frederick Cooper

SVP, Finance, Int. Dev. & IR
Toll Brothers, Inc.

Martin Bronstein

Senior Principal
BHW Capital

Donato Settanni

Managing Partner
DXE Properties

Daren Hornig

Managing Partner
Hornig Capital Partners

Ben Beggs

Managing Director
12:20 PM Track B
Third Party Management vs. Taking Management In-House

• What have you brought in-house recently?  Outsourced?
• New market strategy
• Smaller vs. larger building strategy
• How many doors do you need in a region for in-house management to make sense? Are there differences for different functions?
• Software that allows outsourcing
• When to create your own management firm 
• What you need to know about marketing outsourcing

Mike Ballard

Ascent Multifamily Accounting

Seth Wilson

Managing Director
Clarity Equity Group

Steve Firestone

Crown Bay Group LLC

Michael Mintz

CEO & Founder
MD Squared Property Group

Lauren Dewey

Senior Marketing Manager
ND Communities

Jay Clark

Southeast Capital Companies
1:05 PM Eastern Time




*Lunch Featuring Luncheon Roundtables: Acquisition & Construction & Development, Financing & Capital Markets, and Property Management 

2:05 PM Track A
Cash Flow vs. Appreciation

• Cash flow projection best practices
• Definitions: Is it cash flow if you are paying down a loan?
• Strategies for long- vs. short-term asset holders and appreciation chasers
• How much appreciation can you force through raising income and lowering expenses?
• Core vs. value-added approaches
• Rehabbing cash: flowing properties
• Investing in emerging neighborhoods
• Impact of Depends on the cost of money, liquidity, and returns
Session Chair: Rob Beardsley, Principal Lone Star Capital;
Appreciation: Daren W. Hornig, Managing Partner Hornig Capital Partners;
Diego Hodara, Founder & CEO Titanium Realty Group
Cash Flow: George Vallone, President, The Hoboken Brownstone Company 
Anna Kelley, President Zenith Capital Group

Rob Beardsley

Lone Star Capital

Daren Hornig

Managing Partner
Hornig Capital Partners

George Vallone

The Hoboken Brownstone Company

Diego Hodara

Founder & CEO
Titanium Realty Group

Anna Kelley

Founding Partner
Greater Purpose Capital
2:05 PM Track B
Opportunity Zones: Is the Opportunity Still There?

• Are prices a premium when you buy into opportunity zones?
• How are you managing the risks?
• Do you invest more in construction than your land basis to qualify for the Opportunity Zone program?
• Fees you can get vs. more traditional investments
• Should you set up as a fund? Opportunity zone funds vs. Opportunity funds
• Preferred, bridge and development deals
• The future of opportunity zones
• Financing available
• Primary vs. secondary markets
• Navigating the legal and regulatory complexities

Timothy Oberweger

Vice President

Brandon Lacoff

Chief Executive Officer

Andy Cohen

BRP Companies

Elan Hakimian

Certes Partners

Jill Homan

Javelin 19

Abe Schlisselfeld

Senior Managing Director
CBIZ, Marks Paneth

Remy Raisner

Founder & CEO
The Raisner Group
3:00 PM Track A
Tons Of Capital & A Scarcity Of Opportunities: How Is Your Acquisition & Due Diligence Strategy Changing In Today’s Late Cycle

• Differentiating yourself as a buyer
• What are the top local markets you are in? Exiting? Market and feasibility analysis of 24- vs. 18-hour markets
• In an environment where it has become tougher to find attractive deals, how are you changing investment terms for your investors
• Finding fairly-priced value-added and cash flow opportunities
 • 1031 strategies: The acquisition part
• What are lenders putting additional scrutiny on?
• 2-4 family market: Is there value?
• Special considerations when acquiring properties within opportunity zones
• The on-site inspection vs Experimenting with drones
• Financial and environmental due diligence… What are the items that you’ve seen overlooked the most? What did you find recently that surprised you?

Sterling Anderson

Founder & Principal
Aria Capital Partners

Pamela Michaels

Senior Vice President
Asset Preservation, Inc.

Peter Auerbach

Founder and CEO
Auerbach Funds

Johnny Din

Chief Executive Officer
Cycamore Capital

Bara Lane

Director, Private Equity Investment
Fundamental Partners

Jariel Bortnick

Founder & Principal
Quad Property Group
3:00 PM Track B
Alternative Residential Rental Sub-Asset Classes Including Short-Term Rental & Co-Living

• Student vs. senior housing: Which part of the age spectrum do you like?
• Goin’ Mobile: Mobile homes and trailer parks
• Workforce housing and lower-income investing
• Single-family rental investments: Will the growth continue?
• Raw land for development as an asset class: What kind of returns?
• Military housing: On vs. off-base housing
• Mixing long-term tenants, co-livers and overnight travelers in the lobby, common areas, amenities
• Is Airbnb the best?

Brian DeLucia

Managing Partner
Arrivato, LLC

Robert Morgenstern

Canvas Property Group

Tom Hallock

Chief Lending Officer
Genesis Capital

David Phillips

President & Co-Founder

Justin Ford

Pax Properties, LLC

Greg Gould

Expansion & Strategic Partnerships
3:45 PM Eastern Time
Networking Break, Courtesy Of:
4:05 PM Eastern Time
Institutional Capital-Investment & Partnership Strategies

• What are the new markets across the country that you are planning to invest in over the next few years?
 • Strategy for markets in an oversupply cycle
• How are you approaching a deal today vs. yesterday?
• Working with opportunity zones
• Performance incentives and strategic investments in partners
• Putting out equity and debt: What are you looking for? What structures do you use?

Bernie Bazile

Strategic Account Director
Juniper Square

Jim LePorte

Director Acquisitions
Abacus Capital Group

Yisroel Berg

Director of Multifamily
Harbor Group International

Julia Issembert

Managing Director
Prospect Ridge

Gregory Breskin

SVP of Acquisitions
Torchlight Investors

Howard Fife

Westport Capital Partners, LLC
5:00 PM Eastern Time
Acquisition Shark Tank

This panel will feature 2 multifamily deals pitched to these potential buyers followed by a question and answer period for each of the transactions

Tank Leader- Will moderate the panel  
Mitch Paskover, Managing Principal Trion Properties (m)

The Buyers:   Will evaluate their interest in the below projects, deal structure and how much they would pay
Paul Kang, President & CIO, Atla Companies
Nizan Mosery, Owner Cornerstone Investment Partners; 
Greg Cason, Principal CrestMarc Residential;
Holly Williams, Founder & CEO,

The Sellers: Will present portfolios for sale
Jesse Shemesh, Portfolio Manager Point Acquisitions LLC;
Yuen Yung, CEO, Casoro Group 

Mitch Paskover

Managing Partner
Trion Properties

Paul Kang

President & CIO
Alta Capital Group

Yuen Yung

Casoro Group LLC

Nizan Mosery

Chief Executive Officer
Cornerstone Investment Partners

Greg Cason

CrestMarc Residential

Holly Williams

Founder & CEO

Jesse Shemesh

Point Acquistions LLC
5:45 PM Eastern Time
Networking Reception
6:45 PM Eastern Time
Day One Concludes
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Contact Information
1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

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


Event Contacts for 3rd Annual Middle-Market Multifamily Forum (Northeast)


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Information Management Network - Privacy Notice

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This Privacy Notice was updated on 23 May 2018

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  • 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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