8:00 AM
Registration & Breakfast for all Conference Attendees
8:55 AM
IMN Welcome
9:00 AM
Building Relationships with Family Offices
  • The most important factor in closing a deal with a family office is having a relationship. Our experts will walk you through their experiences and recommendations in relationship building.
  • Mistakes to avoid: viewing things through strictly transactional lenses/coming on too strong/missing important details/forgetting to be a person too.
  • Best practices for developing strong relationships. How long does yes take? What to expect along the way?
  • The families’ perspective.

William (Biff) Pusey

Senior Wealth Advisor
Keel Point, LLC

Luis Trevino

Managing Principal
Beamonte Investments

Christopher Cooper

Cooperfund, Inc.

Jonathan Chang

Managing Director
Ophir Capital Group, LLC

Paul Rahimian

Parkview Financial
9:45 AM
Fundraising: Making The Ask & Closing The Deal

Fundraising tips from managers about how to get projects off the ground.

Brandon Rath

Calamar Capital

Mike Mitchell

Managing Partner
Family Office Networks
10:30 AM
Morning Networking Break
11:00 AM
Keynote Address Presented by:

Mitzi Perdue

Author, Speaker & Businesswoman
Mitzi Purdue
11:40 AM
Multi-Family Offices v Wealth Managers
  • As your asets and needs develop, you may find yourself contemplating joining either a MFO or employing the services of a PWM. The question is: how to select the right approach for you and your family?
  • When does a PWM makes sense? Responsibilities and duties of a PWM? Selection criteria and red flags?
  • When a MFO makes sense? Responsibilities and duties of a MFO? Selection criteria and red flags?
  • Why not both?

Thomas Haug

Founder & Managing Member
Aspen Tree, LLC.

Jay Rogers

Executive Director
Bergandahl Holdings

Steven Abernathy

The Abernathy Group LLC

Roderick Von Lipsey

Managing Director
UBS Private Wealth Management
12:25 PM
1:25 PM
Housing: Alternative Strategies
  • Exploring niche strategies in the housing market. Not every home has a picket fence!
  • Is home-sharing a viable trend? How has Student Housing gone further upscale? Are new developments incorporating more shared social space?
  • Where do low income housing opportunities fit? Is migrant housing a sustainable opportunity? How about senior housing and medical care? Are micro homes and granny flats an opportunity or an oddity?
  • What’s your take?

Sasha Bernier

Cheltenham Investments

Brett Lipman

Portfolio Manager
RMA Real Estate Advisors

Mark Phillips

Senior Living Fund // Investment Management
2:10 PM
Gaining Access to and Evaluating Dealflow
  • Gaining access to dealflow sources. How do you find your leads? Do you seek out leads or do you let them come to you? How do you rate for quality?
  • Handling inflow—how do you filter? How do you say no thanks?
  • Establishing investment criteria—do you have a formal model or is it a case by case model? What’s your process? What is your buy or deny criteria?
  • What are you in the market for now? What trades are played out?

David Sengstock

Mick & Associates PC LLO

Mark Tronstein

Managing Director, Real Estate
Andell Inc.

Courtney Clark

Managing Director
Aspen Peak Advisors

Kenneth Brown

Managing Partner
Lionchase Holdings, Inc.
2:55 PM
Afternoon Networking Break
3:15 PM
Building, Balancing and Tweaking Your Real Estate Portfolio
  • Evaluating real estate as an investment opportunity. Why real estate? How has the real estate landscape changed over the past 5 years?
  • How to balance your real estate portfolio. Is there a golden ratio? Core v niche/building a model. Concentrated v diverse. Opportunistic investing—pitfalls and profits.
  • How to tweak your established portfolio. Being responsive to market trends. Acting on limited time horizons.
  • What is your portfolio like?

Adam Ducker

Managing Director

Mark Tronstein

Managing Director, Real Estate
Andell Inc.

David Luo

Executive Director
Cherng Family Office

Kevin Prince

West Bay Capital
4:00 PM
Commercial Real Estate: Growth, Challenges and Opportunities
  • Commercial outlook: as the economy continues to improve and consumer spending trends have been strong and jobs numbers have been strong—how will that translate into the commercial real estate market?
  • What are the emerging and established trends? Mixed use, mixed use, mixed use? Wither retail—or is Amazon unstoppable? Dining—is fast casual king?
  • Where are the opportunities? Medical facilities? Suburban offices? Renovated downtowns?
  • Are all challenged macro driven or are there more specific considerations to consider? Is commercial captive to broader trends? How can commercial developers protect against these broad trends?

Vamsi Bonthala

Arbor Lodging Partners

Michael Panich

Director, Investments
Pepper & Flint

James Solomon

Ravinia Capital Group

T. Dupree Scovell

Managing Partner & CIO
Woodbine Investment Corporation
4:45 PM
Multi-Faceted Multi-Family
  • Taking a deep dive into the various opportunities and permutations that Multi-Family housing has to offer.
  • Understanding the different target audiences. How demographics impacts projects. How the needs and demands of local communities drive projects. Building to suit different demands—can demands be anticipated and created?
  • What are the trends in multi-family? How much is that driven by generational shifts and economic realities? Is everything driven by Boomers and Millennials? Are Multi-Family developments purely driven by existing demand and demographics—or can projects be forward looking?
  • Where is the market hot for multi-families? What is the inventory like? Can multi-families created better price equality? Where is the market sagging? Are multi-families setting themselves up for failure or for permanence?

Tom Hoban

CEO & Partner
Coast Equity Partners

Max Sharkansky

Managing Partner
Trion Properties
5:30 PM
Networking Reception Courtesy of:

6:30 PM
Conclusion of Networking Reception and Close of Day One
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Event Specific Contacts for The 3rd Annual Real Estate Family Office and Private Wealth Management Forum (West)


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