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7:30 AM Pacific Time
Registration and Breakfast for Conference Attendees
8:15 AM Pacific Time
IMN Opening Remarks

Sanyu Kyeyune

Program Director
8:20 AM Pacific Time
Family Office Roundtable: The Pros Weigh In
  • How are leading family offices structuring deals in today’s highly competitive market?
  • Does the market’s long bull run give you pause? Where are you looking to invest next?
  • What are the most common challenges facing today’s family offices?
  • What are the pros and cons of a single vs. multi-family office structure?
  • What strategies are family offices turning away from and toward as a result of rising interest rates?
  • How do family offices determine their asset allocations?
  • Are you using algorithms to make investment decisions? What assumptions go into those algorithms?
  • Which opportunities are family offices pursuing within different property sectors?
  • How does your practice handle succession planning?
  • What resources are you using to mitigate risk?
  • How are you addressing cybersecurity?
  • What happens when family office club deals go wrong?

Todd Bancroft

President & CEO
Draper and Kramer

Mark Tronstein

Managing Director, Real Estate
Andell Holdings

David Luo

Executive Director
Cherng Family Office

Josh Roach

Chief Investment Officer
Lloyd Capital Partners & Phi Group Investments

Andrew Oshay

Oshay Family Office

Alex Bhathal

Co-Owner Sacramento Kings & Managing Partner
9:05 AM Pacific Time
The Secret to Exceptional Deal Flow & Due Diligence
  • What’s your process for securing new investments? How do you manage them?
  • Do you invest directly, with other families or through sponsors?
  • What does your investment criteria look like?
  • What are pros and cons of the OCIO model vs. multi-family office model?
  • What are some deals that you’ve turned down, and why?
  • Are you getting the returns you expected? Or are you having to adjust your strategy?
  • What’s in your pipeline for 2019? Are you looking to increase the number or size of deals?
  • Venture capital—how much is too much in terms of asset allocation?
  • How are you using technology to close more deals?
  • What are the characteristics of a smart deal? What are telltale signs of a not-so-smart deal?
  • What resources do family offices rely on for conducting due diligence?
  • How do family offices vet real estate fund managers?

Neel Patel

OM Pacific Capital

Dan Rosenbloom

Managing Director, Head of Investments

Bradley Florin

55 Resort Apartments (L3.CO)

Patrick O'Meara

Founder & CEO
Taylor Street

Henry Manoucheri

Chairman & CEO
Universe Holdings
9:50 AM Pacific Time
Commercial Real Estate Outlook: How Much Runway Remains?
  • How will rising interest rates impact investment decisions? How are they affecting the increasingly competitive debt market?
  • Do family office investors have to wait for a buyer’s market?
  • What markets are showing strength? Which are beginning to soften?
  • How are investors driving value from Class B/C multifamily assets? In which markets is workforce housing outperforming multifamily overall? What are local governments doing to make workforce housing more attractive to investors?
  • How is the office sector going to thrive while co-working and flex spaces continue to grow their market share?
  • The industrial sector is enjoying a lengthy bull run, but how long will it last?
  • What geopolitical and trade-related risks are on the horizon, and how should investors prepare?
  • Will opportunity zones have a meaningful effect on the commercial real estate landscape?
  • What are the strengths and risks of secondary and tertiary markets?
  • What global investment opportunities are family offices pursuing?

Randy Norton

Founder, Chairman of the Board

Joshua Pukini

Managing Partner
AB Capital

Jonathan Pharris

Caprock Partners

Rodney Emrani

President l Principal
Washington Place Equity

Matt Campbell

Forge Partners

Jake Sharp

Jake Sharp Group
10:35 AM Pacific Time
Networking Break Courtesy of:
10:55 AM Pacific Time
Are Opportunity Zones A Goldmine for Family Offices?
  • What rewards do opportunity zones have in store for family offices?
  • Who should be playing in this long-term investment space?
  • How should family offices go about evaluating opportunity zone projects?
  • What types of opportunity zone deals are family offices executing?
  • Are certain markets or property types better suited for opportunity zone investment than others?

David Daneshforooz


Michael Fitzpatrick

Executive Vice President & CFO
Baker Tilly Capital, LLC

Andrew Fenton

Head of Investment Banking and Advisory

Jim Hayes

Chief Financial Officer
Draper and Kramer

Bill Truax

Galena Fund

Patrick Kennedy

Panoramic Interests

Louis Dubin

Managing Partner
Redbrick LMD
11:55 AM Pacific Time
Direct Investment in Real Estate
  • There’s been a renewed focus on direct investing by family offices. What’s driving this shift?
  • What types of direct investments are family offices targeting?
  • How do you approach co-investing? What do you need to know when vetting investment partners and evaluating opportunities?
  • Have you partnered with other family offices before? How effective is that strategy?
  • Why do some direct investment structures work for certain family offices and not others? How do you find the right fit?
  • Family offices have shown a strong interest in early-stage and middle-market growth equity. How will this trend evolve?
  • What challenges do family offices typically encounter with direct investing?

Benoit Rochard

Vice President
CFH Investment Partners

Stuart Bernstein

CapRidge Partners

Anthony DeLorenzo

Executive Vice President

Dominic Zamora

CliftonLarsonAllen Wealth Advisors, LLC

Eric Kim


John Lustgarten

Summit Equity Investments

Taylor Bennett

Managing Principal
Wilshire Capital Partners, LLC
12:45 PM Pacific Time
Lunch Courtesy of:
1:45 PM Pacific Time
Have We Survived the Retail Apocalypse?
  • Where are investors finding opportunities in retail? What returns are they getting from grocery-anchored, single-tenant, malls, mixed-use power and strip centers?
  • Is now the right time to invest debt or equity, or is it better to sell?
  • Where are underperforming centers being converted successfully?
  • With automated vehicles becoming more prevalent, are retail owners finding innovative ways to repurpose parking lots and garages?
  • What do owners/operators need to know today about technology’s future impact on the retail supply chain? How can they stay ahead of the curve?
  • What are the winners and losers in the “clicks to bricks” movement? How are brick-and-mortar retailers staying relevant?
  • What does retail investment look like in opportunity zones?
  • How are investors getting creative when putting together retail deals?
  • How are LPs approaching various retail asset classes? Where are they finding debt financing, and what terms are they getting?
  • What are the most severe risks facing the retail sector, and how can investors protect themselves?
  • How are experiential retail centers creating new opportunities for investors?

Joshua Aven

CEO, Founder
Aven Financial Group

Todd Laurie

Managing Partner
Fox Trail Consulting, LLC

Wally Clark

JG Construction

Neil Soskin

Neil Soskin Commercial Real Estate Services

Rod Astarabadi

Pacific Castle
2:25 PM Pacific Time
Multifamily Real Estate: What Are The Best Opportunities?
  • What trends are having the greatest impact on multifamily investing?
  • So much dry powder, so few reasonably priced deals. Where are you finding upside?
  • What do first-time multifamily investors need to know before entering the sector?
  • With prices and valuations soaring, what strategies are people using to control costs?
  • What are the advantages of looking outside of primary markets? Is it worthwhile to hire local experts?
  • Rents continue to rise across the country. How long will this keep up?
  • How is the private sector benefiting from investing in affordable housing?
  • What impact do opportunity zones have on multifamily investing?

Randy Norton

Founder, Chairman of the Board

Bryant Ferber

Managing Director
Azure Partners

Jake Sharp

Jake Sharp Group

Robert Lazaroff

Vice President
Michelson Realty Company

Nitin Chexal

Director-Real Estate
Nimes Real Estate

Michael Kalt

Partners Path Capital

Jonathan Wintner

President & CEO
Winstar Properties
3:25 PM Pacific Time
Equity Investment: Getting It Right & What to Avoid

Jay Rollins

Walker & Dunlop Investment Partners
3:35 PM Pacific Time
Late-Cycle Debt Investment
  • Family offices are positioned to become competitive with institutional lenders as the real estate cycle matures. What returns can be achieved, and by which strategies? How can you protect your position in a downturn?
  • Private debt funds are increasingly targeting higher-yield mezzanine loans. What opportunities exist in this market? What risks do these products carry?
  • What yields are investors getting on bridge and mezzanine loans for different property types?
  • What’s the appetite of family offices for secured debt?
  • How are private investors using hard money loans to structure deals?
  • Will senior debt funds help newcomers enter the real estate lending market?
  • Could Wall Street’s appetite for subprime loans lead to another downturn? What are local lenders doing to take advantage of this trend?
  • Should you invest in real property, or the notes underlying the asset?
  • What is your view on purchasing tax liens?
  • What are the late-cycle risks of investing in debt?
  • What relationships do you rely on to get access to favorable terms?
  • How do regulations impact the outlook for debt investment?
  • Are you gravitating more to fixed- or floating-rate debt?

Larry Steinberg

Chief Investment Officer
Financial Architects

Jay Rogers

Executive Director
Bergendahl Holdings

Jake Sharp

Jake Sharp Group

Benjamin Nazarian

General Partner
Parkview Financial

Natalie Do

Vice President, Senior Relationship Manager
Torrey Pines Bank

Monica Mehta

Director of Key Accounts and Business Development
Vivaldi Capital Management
4:10 PM Pacific Time
Networking Break Courtesy of:
4:40 PM Pacific Time
Are There Riches in Niches?
  • What yields can investors expect from niche property types?
  • What are benefits of investing in niche property types in opportunity zones?
  • Which niche property segments are in highest demand by investors?
  • How recession-proof is the senior housing asset class?
  • Are co-working and co-living fads? Or are they here to stay?
  • What’s new with cannabis legalization, and how does that affect investment prospects in the industry?
  • How are investors approaching the student housing asset class? Where are the next opportunities in the sector?
  • Which healthcare real estate segments are seeing the strongest growth? How should investors looking to enter the sector approach these opportunities?
  • How are investors uncovering upside in the life sciences and data center asset classes?
  • Which opportunities in gaming and casinos are showing the most promise?
  • What risks do investors need to keep in mind when considering niche property types?
  • What are best practices for investing in self-storage assets?

Larry Steinberg

Chief Investment Officer
Financial Architects

Jared Hutter

Managing Principal & Co-Founder
Aptitude Development

Sean Baird


Gene Guarino

Residential Assisted Living Academy
5:20 PM Pacific Time
The Key to Hospitality
  • How are investors approaching primary vs. secondary market opportunities?
  • What travel trends are creating new opportunities for hotel owners and investors?
  • Which hotel subtypes are offering the best returns?
  • What are the pros and cons of investing in existing hotels vs. building new ones?
  • What do inexperienced hotel investors need to know before entering the sector?
  • As lifestyle- and wellness-focused hotels become more prevalent, is the struggle for talent only going to get worse?
  • What role does the hospitality sector play in opportunity zones?

Jeremy Lurey

President & CEO
Plus Delta Consulting, LLC

Sanat Patel

Managing Partner
Avana Capital

Bleecker Seaman

Broadshore Capital Partners

Adrienne Jubb

Vice President, Development
Marriott International

Afshin Kateb

Nimes Real Estate

Rick Takach

Chairman & CEO
Vesta Hospitality, LLC
6:00 PM Pacific Time
Networking Reception
7:00 PM Pacific Time
Day One Concludes
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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 The 5th Annual Real Estate Family Office and Private Wealth Management Forum (West)


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Information Management Network - Privacy Notice

Introduction - Who we are

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This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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  • 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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