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Sam Alavi

2020 Partner Elect
Paul Hastings LLP

Sam Alavi is an attorney in the Real Estate practice of Paul Hastings and is based in the firm’s Los Angeles office. Mr. Alavi’s practice focuses on a wide variety of real estate-related matters, with an emphasis on transactions involving the formation of joint ventures, and the acquisition and disposition of commercial projects, including major hotels, resorts, office buildings, and retail centers. His practice also includes real estate related financing, including the representation of banks and other institutional lenders and investors in connection with the origination and structuring of construction and permanent loans. Mr. Alavi received his J.D. from the U ... (view full description)

Dean Allara

Vice Chairman
Bridge Investment Group

Mr. Allara has 29 years of experience in the real estate investment process including analyzing, raising capital, acquiring, financing, developing, managing, improving and selling properties. Mr. Allara is responsible for capital raising, investment analysis and investor relations. His experience has included: Directly responsible for investing in over US$2 Billion dollars in real estate assets. Property types include multifamily and single family residential, commercial, seniors housing, resort golf properties, hotel, and retail properties. Mr. Allara, along with Mr. Stanger, is primarily responsible for Bridge-IGPs track record which includes significant double digit returns even i ... (view full description)

Edward Aloe

CALCAP Advisors

Mr. Aloe is the Founder and CEO of CALCAP Advisors. He is responsible for overseeing the day to day operations and performance of the company and its affiliates, CALCAP Lending, CALCAP Properties and CALCAP Asset Management. Mr. Aloe is also Chairman of the company’s Investment Committee responsible for guiding the overall investment strategy of the firm. CALCAP has raised over $350 million from over 300 high net worth investors. Prior to founding CALCAP, Mr. Aloe was a Regional President for IndyMac Bank, where he was responsible for managing the Correspondent Lending Division for the Western U. S.  He was a Founding Membe ... (view full description)

Alexis Alonzo

Pircher, Nichols & Meeks LLP

For more than a decade, Alexis R. Alonzo has represented some of the nation’s most powerful real estate companies in their most complex transactions, oftentimes with dollar values ranging from $300 million to more than $1 billion. With a client roster that includes PIMCO, Starwood Capital Group, TRI Pointe Homes, ACORE Capital and many more, Alonzo has worked with those at the top of the commercial real estate industry. Throughout her career, she has earned numerous industry recognitions for her legal work. Alonzo has been named a Super Lawyers' Southern California Rising Star every year since 2014 and was awarded the Los Angeles County Bar ... (view full description)

Michael Aluko

Greenberg Traurig, LLP

Michael A. Aluko counsels clients on investment management, private investment funds (including real estate funds, private equity funds and hedge funds), derivatives, and regulatory matters. He drafts, reviews, and negotiates offering documents including limited partnership agreements, investment management agreements, and other commercial agreements in connection with the formation and investments in real estate funds, private equity funds and hedge funds as well as related co-investment and principal investment funds.Michael advises institutional investors and investment managers on structuring, regulatory and legal issues impacting real estate, ... (view full description)

Jean Marie Apruzzese

Chief Operating Officer
DRA Advisors LLC

Sean Armstrong

Managing Principal
Westport Capital Partners LLC

Mr. Armstrong is the Managing Principal of Westport Capital Partners LLC. He is one of three portfolio managers for its investment funds. Westport’s funds are principally focused on making opportunistic and distressed investments in real estate, mortgage debt, marketable securities and financial assets backed by real estate. Westport invests in all property types, throughout the capital structure and life-cycle of a real estate asset.    Throughout his career, Mr. Armstrong has been responsible for office, retail, self-storage, multi-family, industrial and hotel  investments across the United States, Europe and Japan. His experience runs the gamut from property acquisition throug ... (view full description)

Paul Arnold

Vice President of Development - Americas
Rosewood Hotel Group

Paul Arnold is responsible for leading expansion initiatives in the Americas. Prior to his move to the U.S., he was based in London and Dubai responsible for Rosewood’s expansion across Europe, Middle East and Africa. Mr. Arnold worked globally with Ernst & Young for 12 years, five of which were spent in the United States before relocating to Dubai where he helped establish, and later led, the firm’s real estate, hospitality and leisure advisory services practice across the Middle East and North Africa. He began his career in the hospitality industry in operational roles at several hotels in the United States.

Allen Ashley

DLA Piper

Allen Ashley concentrates his practice in the areas of US federal income taxation and the laws affecting business entities. Allen represents publicly-traded and privately-held multinational corporations and privately-held real estate funds. He is experienced in a broad range of business-related US federal income tax matters, including advising clients with respect to the tax aspects of domestic and international corporate acquisitions, dispositions and other reorganizations (including those involving publicly-traded corporations and REITs); capital market transactions; joint ventures; acquisition, ownership and disposition of real estate; intercompany transfer pricing and general ... (view full description)

Yat-Pang Au

Veritas Investments

Henry Bandet

Founder & Partner
HG Capital, LLC

Henry Bandet founded the HG Capital funds in 1995, and is a partner in HG Capital. He has originated and structured more than $1.5 billion of value-added and opportunistic real estate investments in the western U.S. Prior to founding HG Capital, Mr. Bandet was the President of the Hunting Gate group of companies, a diversified real estate business with offices in California and England. Mr. Bandet graduated from Stanford University with a B.A.S. degree in Economics and a B.A.S. degree in Applied Earth Sciences, both with honors. HG Capital, LLC (HG) is a real estate investment firm that provides capital to value-added and opportunistic commercial, residential, and land developmen ... (view full description)

David Barksdale

Loeb & Loeb LLP

For over 30 years, Mr. Barksdale has actively represented investors, lenders and developers in commercial real estate transactions and matters.  His practice is primarily focused on advising institutional investors and lenders in investment and finance transactions involving the deployment of capital into real estate projects across the nation, whether as debt or equity.   He represents pension funds, life insurance companies and private equity funds in acquisitions and dispositions, and joint venture and preferred equity investments.  He also advises life insurance companies, financial institutions, investment banks, private equity debt funds and mortgage REITs as lenders in the origination ... (view full description)

Michael Baum

Greenberg Traurig, LLP

Michael J. Baum focuses his practice on domestic and cross-border real estate transactions. Michael represents clients in connection with the sponsorship, formation and implementation of U.S. and international (primary focus in Mexico and Brazil) real estate opportunity funds, joint ventures, acquisitions, developments, financings and dispositions of multi-family, industrial, office, retail and resort properties. He also represents both financial institutions and borrowers in connection with construction, mezzanine and general secured real estate financings. Recently, Michael has advised these clients in relation to loan workouts, partnership restructurings and other business reorganizations ... (view full description)

Donald Bernards

Baker Tilly Virchow Krause, LLP

Don Bernards, partner in the real estate group with Baker Tilly, has been active in many aspects of affordable housing since 1999.
Don is well versed in structuring affordable housing transactions, including the tax issues. Don is adept at creating a checklist of major issues for each project that can put a deal at risk. Immersed in the affordable housing practice, Don has a wide range of experience with projects, owners and investors and has built a wide network of contacts within the field. His enthusiasm and passion for the industry are infectious. Don has worked on affordable housing transactions in over  26 states.

Fletcher Berryman

Account Executive

Fletcher Berryman is a geographer and remote sensing specialist currently working on the client side with CARTO in New York City, a technology firm whose cloud computing platform provides GIS, web mapping, and spatial data science tools to commercial, academic, and governmental users. Berryman is most drawn to research questions that involve the intersection of geographers’ traditional consideration of “space and place” with modern technologies previously unavailable for use in examination, particularly in real estate and development contexts.

David Beznos

SVP of Growth and Strategic Partnerships

Mr. Beznos was named Senior Vice President, Growth and Strategic Partnerships of PulteGroup in August 2021. He is responsible for assessing business opportunities and strategies in several critical areas, including single-family rental, new market expansion, off-site manufacturing, strategic partnerships, and mergers and acquisitions. Prior to joining PulteGroup, he previously worked for the American Land Fund and Lehman Brothers before his most recent role as Managing Director and member of the Investment Committee at Dune Real Estate Partners. Mr. Beznos earned both his MBA, graduating as a Palmer Scholar, and his BS in Economics from the Wharton School at the University of Pennsylvania.

Alex Bhathal

Co-Owner Sacramento Kings & Managing Partner

Alex Bhathal is Founder, Executive Chairman, and Managing Partner of Revitate, building upon the legacy and success of the RAJ Capital family investment office. Alex is co-owner and Executive Director of Sacramento Basketball Holdings, which owns the Sacramento Kings, Golden 1 Center and Downtown Commons entertainment and sports district. He is also Managing Partner of RevOZ Capital, a leader and early adopter in Opportunity Zone real estate investing; Senior Operating Partner of Rx3 Growth Partners, a consumer growth fund; a Board Director for Compass Diversified (NYSE: CODI), Mark IV Capital, and Aspyr Holdings. Alex is a member of YPO and earned his B.A. from the University of Californ ... (view full description)

Dave Bragg

Co-Head of Strategic Research
Green Street

Dave is Co-Head of Strategic Research at Green Street, the preeminent provider of actionable commercial real estate research, news, data, analytics, and advisory services in the United States and Europe. His research informs property investors’ decision-making process across real estate sectors and metro areas in the public and private markets. Frequent themes of Dave’s research reports include valuation, performance measurement, capital flows, sector and market selection, demographics, policy, and technological disruptors. He also focuses on REIT-specific themes such as capital allocation, balance sheet management, and corporate governance. Dave regularly meets with Green Street’s top clien ... (view full description)

Mark Burton

Managing Director, Strategic Partners

Mark Burton is a Principal in Strategic Partners and is based in New York. Strategic Partners is Blackstone's secondary fund of funds business. Mr. Burton oversees the investment activities of Strategic Partners’ real estate funds and sits on the Investment Committee for each of the SP RE Funds. Prior to joining Strategic Partners in 2014, Mr. Burton was a Managing Director at H/2 Capital Partners, an institutional investment manager focused on commercial real estate credit. While at H/2, he led the sourcing, pricing, and execution of the firm’s distressed commercial mortgage opportunities in the U.S. and Europe. Prior to that, Mr. Burton spent over 11 years at Goldman Sachs in its Global Sp ... (view full description)

Alan Carmichael

VP of Investments
Alere Property Group

Chad Carpenter

Chairman & CEO
Reven Capital

Reven Capital was founded in 2009 by Chad M. Carpenter our Chairman and Chief Executive Officer. Mr. Carpenter has founded and operated both public and private real estate companies as Chairman & CEO, has 27 years of real estate investing and operating experience and been involved in over $3 billion in real estate transactions. He has sponsored four private real estate equity funds, acquired, owned and operated over 1,000 commercial and residential investment properties throughout his career. He founded Reven Housing REIT, (NASDAQ: RVEN), a public company in 2012 added value, grew the company and sold it in 2019. Institutional, foreign and high net worth investors have invested with Mr. ... (view full description)

John Caruso

Managing Director, Global Head of Fund Finance
Nuveen Real Estate

John Caruso is Managing Director, Global Head of Fund Finance for Nuveen Real Estate.  John is responsible for both internal and external reporting activities, investor reporting, operational and financial analysis, property and portfolio level performance returns and strategic management metrics related to Fund Finance, including Real Estate fund structuring as well as price and fund leverage arrangements.. He is a voting member of the Nuveen Real Estate Investment Committee, OpCom, and Executive Leadership Team. John joined TIAA/Nuveen in 2007 and has almost four decades of experience in the real estate, construction and software industries including eleven years in public acc ... (view full description)

Darris Cassidy

Fairway America, LLC

Darris has been with Fairway for almost eight years and leads capital raising efforts on behalf of the Fairway America investment opportunities. He has a deep understanding of the U.S. real estate investment space and has cultivated an extensive network of sponsors, family offices and private investors. Darris holds his Series 63 and Series 7 licenses, and is a registered representative of North Capital, a FINRA-registered Broker/Dealer.

Christopher Chang

Managing Director
Menlo Equities

Mr. Chang leads Menlo Equities’ engagement with its Limited Partners, is responsible for the firm’s marketing activities, and spearheads the strategy and execution around raising capital. Prior to joining Menlo in 2017, Mr. Chang was in the Investment Banking Division of Goldman Sachs.  During his 10 years at Goldman, he led the firm’s West Coast Real Estate investment banking business where he was a strategic advisor to a number of private and publicly traded real estate companies on capital raising, mergers & acquisitions, and general corporate finance matters. Over the course of his investment banking career, Mr. Chang advised clients in raising more than $20 billion of eq ... (view full description)

Barry Chase

Managing Principal & CEO
Belay Investment Group

Mr. Chase is responsible for overseeing all investment activities for Belay Investment Group, LLC, and is a member of the firm’s Investment Committee. He has more than 35 years of institutional real estate investment experience. Prior to co-founding AVP Advisors, LLC in 2004 (the predecessor firm to Belay), Mr. Chase held senior executive positions at Koll Development, Cushman Realty Corporation and CT Realty, where he directed more than $2.5 billion in commercial real estate transactions through multiple market cycles. During his career Mr. Chase has been involved in all aspects of the real estate value chain, including deal origination, acquisitions/dispositions, asset management, ... (view full description)

Stephen Chase

Managing Director
AmCap Inc.

Stephen joined AmCap in 2019 as Managing Director of Investor Relations. He is responsible for leading business development opportunities and furthering the growth of AmCap's institutional investment platform.  Prior to joining AmCap, Stephen spent five years as a managing director at PCCP, a real estate investment firm, where he was responsible for sourcing and raising capital for that firm’s investment platform. Before joining PCCP, Chase served as a director in the private fund advisory group at Lazard Freres & Co.  Mr. Chase graduated from Yale University, where he received a bachelor’s degree in history.

Ben Cherney

VP of Acquisitions
Tokyu Land US Corporation

Ben Cherney currently serves as the vice president of acquisitions for Tokyu Land US Corporation, a publicly traded, Tokyo-based real estate investment and development firm. Tokyu Land US has been an active LP investor in multi-family and office throughout the east and west coast for the past few years. Ben covers west coast acquisitions for the firm, from Seattle to San Diego, which includes sourcing new investment opportunities as well as maintaining and developing relationships with local operating partners. Ben has been in the real estate industry for the past 14 years, and brings broad experience in all product types and a deep network of contacts to the firm.

Daniel Chin

Managing Director
Noble Street Advisors

Daniel Chin is Managing Director and Chief Technology Officer of Noble Street Advisors where he leads the Financial Planning & Analysis and Financial Systems Groups. Daniel’s experience has benefited clients in bringing together accounting and technology resources to build foundational business decision making tools. He has overseen and developed key accounting, reporting and data automation platforms for Real Estate sector clients ranging from commercial/industrial funds & REITs to large multifamily developers such as the Related Group. Daniel is a graduate of the University of Central Florida, Kenneth Dixon School of Accounting.

Mukang Cho

CEO & Managing Principal
Morning Calm Management

Mukang Cho founded Morning Calm Management and is the firm’s Chief Executive Officer and Managing Principal. Mr. Cho is also Chief Executive Officer of Aurora Industrial. He has been involved in all aspects of the firms' development since inception and is responsible for strategic planning, operations and all investment and capital markets activities. Prior to founding Morning Calm Management and Aurora Industrial, Mr. Cho was Chief Executive Officer and Principal of a privately held real estate investment and management company, a Managing Principal in charge of real estate strategy at Crown Capital Management and its affiliates, and a partner in the real estate practice group of Kirkland & ... (view full description)

David Chun


Peter Ciganik

Managing Director
GTIS Partners

Peter Ciganik is a Managing Director of Strategy, Research and Investor Relations at GTIS and leads the Investor Relations and Client Services functions across the Firm’s investment vehicles. In addition, Mr. Ciganik is responsible for the Firm’s macro and investment research, global strategy and new business development. Mr. Ciganik’s experience in the real estate industry began in 2002. Prior to joining GTIS in 2007, Mr. Ciganik worked with Morgan Stanley Real Estate Funds (MSREF) in London, and with Lehman Brothers Real Estate Partners (LBREP) in New York. In his prior engagements, Mr. Ciganik was responsible for the evaluation, financial modeling and due diligence of eq ... (view full description)

James Cole

Partner, Asset Management
Ohana Real Estate Investors

James joined Ohana in 2016 and serves as Partner and head of the Asset Management team. He is responsible for the operations of all Ohana’s existing investments valued at over $2 billion, maintaining and enhancing these projects through strategic business planning and initiatives such as brand selection, hotel management contract negotiations, development, financing, lease agreements and more. He also works closely with the Investments team to identify and qualify future investments and has served on the Investment Committee for Ohana since 2017. James has over 20 years of hotel operations and asset management experience, holding senior leadership roles with multiple prestigious hotel and ho ... (view full description)

Kevin Conway

Managing Director
Ideal Capital Group

Kevin is focused on legal and financial matters for IDEAL. He has completed over $320 million in development volume with multiple institutional and private equity partners. In the last 24 months, he has closed on 1,500 units throughout California. Kevin is a California-licensed attorney and a graduate of the University of Southern California Law School and the University of California, Los Angeles.

Frederick Cooper

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

Toll Brothers, Inc. ( (NYSE: TOL) is a Fortune 500 Company, the leading builder of luxury homes in the U.S. and one the nation’s largest land developers. The Company began business in 1967 and went public on the New York Stock Exchange in 1986. Toll Brothers serves first-time, move-up, empty-nester, active-adult and second-home buyers, as well as renters, in suburban and urban markets in 24 states across the U.S. and Washington, D.C.  In 2022, Fortune magazine named Toll Brothers the World’s Most Admired Homebuilder, the seventh year it has been so honored.    Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relations Departments. As ... (view full description)

Bert Crouch

Managing Director– Portfolio Management
Invesco Real Estate

Bert J. Crouch is a Managing Director and currently serves as both a Portfolio Manager and as the Head of North America for Invesco Real Estate (IRE). Specifically, he is the Lead Portfolio Manager for the closed-end opportunistic fund series, Invesco Strategic Opportunities, and the open-end credit fund, Invesco Commercial Mortgage Income Fund, as well as a member of the firm’s North American and Asia-Pac Credit Committees, North American Investment Strategy Group, North American Management Committee, and Global Executive Committee. Mr. Crouch joined IRE in 2009 to lead the formation and growth of its Structured Investments platform before transitioning to the Head of North Amer ... (view full description)

Ken Cruse

Founding Partner & CEO
Alpha Wave Investors | SCP Hospitality

Ken Cruse is Founder & CEO of Alpha Wave Investors, LLC ("Alpha Wave") and Soul Community Planet, LLC ("SCP"). Prior to forming Alpha Wave, with partners Jordan Fisher and David Sloan, Mr. Cruse was Chief Executive Officer and a director of Sunstone Hotel Investors (“Sunstone"), a ~$5 billion total enterprise value publicly traded REIT (NYSE: SHO). Mr. Cruse joined Sunstone April 2005 as Senior Vice President—Asset Management, and was appointed Senior Vice President—Corporate Finance on September 1, 2006, Senior Vice President and Chief Financial Officer on January 1, 2007, Executive Vice President and Chief Financial Officer on February 18, 2010, President and Chief Financia ... (view full description)

Sean Cunningham

Chief Financial Officer
Integrated Capital Management

Integrated Capital Management (“ICM”) is a Los Angeles-based investment management firm. Founded by real estate finance veterans John Carrick and Robert Lindner, ICM helps accomplished owners, operators, and developers of commercial properties scale their platforms and assets under management on a national basis by offering strategic co-investment capital. Principal investments are capitalized through the firm’s discretionary private equity funds, Integrated Realty Capital I & II LP, and are generally structured as co-GP/sponsor equity, joint venture equity, preferred or common equity.   Sean Cunningham is Chief Financial Officer for Integrated Capital Management (ICM). He ov ... (view full description)

Sean Dalfen

President & CIO
Dalfen Industrial

Sean Dalfen is the President and Chief Investment Officer of the General Partner and Dalfen Industrial. He has oversight responsibility for all of Dalfen’s businesses, investment activities, strategic direction, and resources. After joining the firm in 2006, Sean was instrumental in the firm becoming one of the largest buyers of industrial real estate, having executed over $6 billion of transactions involving in excess of 40 million square feet of industrial properties in North America. Prior to Dalfen, Sean worked at NAI Commercial as an Investment Sales Broker where he was one of the company’s Top 10 producers in Canada. Sean is involved in a variety of philanthropic activities and i ... (view full description)

Jason Danley

Peak Capital Partners

Jason Danley is Partner & COO of Peak Capital Partners, overseeing all operational areas of the firm.  Over the past several years, Peak has acquired and operated over 300 multi-family apartment communities across 25 states, representing apartment homes for over 48,000 American families.  Prior to joining Peak Capital, Jason was the COO of the Millstream Group, a privately-held real estate investment and holding company. During his 15 years with the Millstream Group, Jason oversaw company operations and asset management teams operating in seven western states.  Jason holds a B.S. in Business Management from Brigham Young University, in Provo Utah. ... (view full description)

Marc Davidson

Managing Director and Portfolio Manager
AEW Capital Management, L.P.

Marc L. Davidson is a Managing Director of AEW and Portfolio Manager for the AEW Partners Funds, overseeing portfolios with an aggregate value of approximately $1.2 billion. He is responsible for evaluating and negotiating new investment opportunities and for managing the execution of the business plan for each investment asset. Mr. Davidson is also a member of AEWs Investment Committee and Risk Management Committee. The AEW Partners Funds are a series of real estate opportunity funds targeted toward investors who seek to achieve high risk-adjusted returns.Mr. Davidson joined AEW in 1995 and has 29 years of experience in real estate consulting, property management and development ... (view full description)

Jon Dishell

Chief Capital Officer
Gemini Rosemont Commercial Real Estate

With over 35 years of experience in commercial real estate, Jon Dishell has an extensive background across the spectrum of real estate capital markets activities.  His tenure in the institutional investment arena commenced in 1993 with Los Angeles-based Douglas Emmett, Inc. (DEI: NYSE) where most of his career was spent.  As a precursor to its 2006 IPO, DEI sponsored nine institutional commingled real estate funds, and two more as a public company, all totaling $1.9B.  For nine of these funds Jon was responsible for all investor relations functions within the firm inclusive of partner solicitation, client servicing, investor reporting, and consultant interface.  Additionally, for ... (view full description)

Brad Dockser

Green Generation Solutions

Brad Dockser is Green Generation’s CEO/Co-Founder. GreenGen transforms the world's built environment through visionary innovation and solutions by integrating energy, real estate, technology, and capital markets to Operate in the Green. Brad was Co-Founder/Managing Director for Starwood Capital Group’s international operations and Principal with MacFarlane Partners. He began his career at JMB Realty and CRI. ... (view full description)

Louis Dubin

Managing Partner
Redbrick LMD

Mr. Dubin is a founding member of Redbrick LMD, an opportunistic real estate investment and development company. Mr. Dubin has invested over $700 million of equity in U.S. based real estate investments and acquisitions with a gross value of approximately $3 billion. He has completed over 30 real estate developments and investments, including land development, resort, residential for sale and rental, office, self storage, and master planned communities. Some of the more notable projects include St Elizabeths East Campus(DC), Poplar Point(DC),the former US Coast Guard HQ(DC), Deer Crest (Park City, UT), 838 Fifth Avenue (New York, NY), Waverly at South Beach (South Beach, Miami), Parkside at A ... (view full description)

Wesley Easly

Managing Principal
IBR Search

Wesley P. Easly of ibr Search, headquartered in Pittsburgh, PA is a real estate industry professional with nearly 21 years experience specifically dedicated to the identification and acquisition of the nation’s top commercial real estate development and investment management talent.Wesley has been able to effectively devise client solutions and manage teams for businesses engaged in equity and debt finance, real estate development/construction and investment fund management, consulting directly to the executive and board level. He’s worked directly with pension trusts, fund advisory and private equity firms assisting many o ... (view full description)

Devin Elder

DJE Texas Management Group

Devin Elder is a Real Estate entrepreneur and San Antonio native with a proven track record of repositioning properties, delivering quality renovated housing products to market, and delivering consistent double digit returns to investment partners. Devin has extensive experience acquiring distressed properties, managing renovations, raising private capital, and managing single family & multifamily investment property. Other investments include a vacation rental in Downtown San Antonio and passive multifamily investing. Devin began investing in Real Estate in 2012 and has grown revenue and profit every year since.Prior to h ... (view full description)

Jonathan Epstein

Managing Partner

Jonathan Epstein is a Managing Director of GreenOak Real Estate Advisors LP and a member of the firm’s management committee. Mr. Epstein leads the firm’s investment efforts in the Western U.S. and is responsible for the firm’s investment strategy, sourcing, structuring and asset management for the Western region. Mr. Epstein has 24 years of experience in a broad range of real estate activities, including principal investing , finance and investment banking. During his career Mr. Epstein has been responsible for the acquisition, development, financing and management of over $50 billion of commercial real estate assets and companies, representing all asset classes, in the United States, Asia a ... (view full description)

Dani Evanson

Managing Director
RMA, Inc & Align Finance Partners

Align Finance Partners provides fixed rate, tax-exempt financing for qualified borrowers in connection with the acquisition, development or refinancing of affordable housing communities.RMA is a private real estate investment management firm that invests in multiple property types throughout the United States.   Responsibilities and Experience: Ms. Evanson is a Principal of Align Finance Partners and Managing Director of Regis Metro Associates, Inc. Ms. Evanson has over 22 years of experience in real estate, with a background in finance, acquisitions, dispositions, leasing, portfolio management and accounting. Prior to forming Align ... (view full description)

Franco Famularo

Managing Director
Ohana Real Estate Investors

Franco is a Managing Director at Ohana Real Estate Investors, an investment manager focused on credit and equity investments in the high-end hotel sector.  Franco oversees Ohana's investment sourcing, analysis, and execution efforts, and is a member of the firm's investment committee.  Prior to joining Ohana in May 2015, Franco was a Principal in the real estate acquisitions team at Blackstone in New York.  Franco graduated with a B.S ... (view full description)

Doug Faron

Managing Partner
Shoreham Capital

Doug Faron is the co-founder and Managing Partner of Shoreham Capital, a diversified real estate investment company that focuses on residential and special situation investment opportunities in growth markets across the United States. Prior to founding Shoreham, Doug spent his last 10 years at the CIM Group as a Managing Director where he oversaw their acquisition strategy on the East Coast and in major markets across the US.  Before joining CIM, Mr. Faron worked in acquisitions for LNK Partners, a corporate private equity firm. He joined LNK from the mergers and acquisition team at Deutsche Bank. Mr. Faron earned a Bachelor of Science in Business Economic ... (view full description)

Peter Fish

Managing Director-Inv. Banking
Raymond James & Associates, Inc.

Mr. Fish joined Raymond James & Associates' real estate investment banking group in February of 2014 to lead the team's private placement efforts. In this capacity he advises public and private real estate companies facing growth challenges involving capital formation, and delivers solutions including separate accounts, closed end funds, family office syndications, programmatic joint ventures, and entity level investments. Prior to joining Raymond James, Mr. Fish worked as a private equity placement agent at Fortress Group, Inc. as head of the real estate group. He has spent the majority of his career in real estate private equity investments and investment banking, and he has directly m ... (view full description)

Ambrose Fisher

Managing Director
Oaktree Capital Management, LP

Mr. Fisher joined Oaktree in 1995. He is a managing director and co-portfolio manager of Oaktree’s Real Estate Opportunities strategy. Mr. Fisher has been involved in the investment, management and fund raising of its real estate funds and predominantly focuses on West Coast opportunities. His responsibilities include acquisitions, dispositions, financings/re-financings, asset management, development and redevelopment of all property types, including office, multi-family, hotels, retail, residential, industrial, land and other miscellaneous property types. Prior to joining Oaktree in 1995, Mr. Fisher was an assistant vice president in the Special Cre ... (view full description)

Paul Foye

US Real Estate Practice Leader

Current Responsibilities Paul Foye is the Marsh US Real Estate Practice leader.. His fields of expertise include: Real estate and hospitality risk and insurance programs. Owner and contractor controlled insurance programs. Captive insurance company management and administration. He has 28 years of experience in the risk and insurance business as an Underwriter, Risk Manager and Broker. At Marsh he has spent 14 year as a client executive and most recently East Coast Real Estate Practice Leader. In this capacity he ledMarsh teams on major real estate clients including but not limited to: AEW Capital Management, TIAA-CREF Real Estate ... (view full description)

Abbe Franchot Borok

Head of US Debt

Abbe Franchot is a Managing Director and Head of Originations for the Commercial Real Estate (CRE) Lending business at Amherst Capital Management.  In this role, Abbe is responsible for the origination of mortgage debt on all types of commercial real estate assets.  Prior to joining Amherst Capital, Abbe was a senior member of the CRE Lending team at CapitalSource, the national lending division of Pacific Western Bank. Abbe has broad experience in sourcing and underwriting commercial real estate debt, with a focus on interim senior loans backing transitional or value add business plans. Prior to CapitalSource, Abbe held various positions in marketing and brand management.  ... (view full description)

James Freeman

Cardinal Industrial

James Freeman has over 12 years of commercial real estate experience and has been involved in the acquisition, management and disposition of more than $1 billion in commercial real estate assets.  Mr. Freeman is responsible for Acquisitions and Business Development which includes deal sourcing, capital sourcing, establishing and maintaining relationships with operating partners and ensuring successful investment execution. Prior to Cardinal Industrial, Mr. Freeman was Senior Managing Partner for Evolution Real Estate Partners, a subsidiary of Evolution Financial Group (EVO), a $1 billion+ AUM investment advisory firm. Prior to EVO, Mr. Freeman was Vice President, Business Develop ... (view full description)

Michael Friedland

Managing Director

Michael Friedland joined KKR in 2011 and is a member of the Real Estate industry team. Prior to joining KKR, he was with Eton Park Capital Management where he analyzed public and private real estate opportunities. Before that, Mr. Friedland spent a total of four years analyzing, executing, and managing private real estate transactions at The Blackstone Group and Square Mile Capital Management. He holds a B.A. in Economics from the University of Pennsylvania. Mr. Friedland currently serves on the board of trustees of Convergence Center for Policy Resolution.

Dara Friedman

Managing Director

Dara Friedman is a Managing Director and Co-Portfolio Manager of the BentallGreenOak U.S. Core Plus Fund. In addition to her portfolio management responsibilities, she focuses on new product development efforts and U.S. acquisition strategies throughout the platform.Dara joined the firm as Senior Vice President and Co-Portfolio Manager of the U.S. Strategic Value Fund from Morgan Stanley Real Estate Advisors in 2017. At Morgan Stanley, Dara executed over $2 billion of real estate acquisitions through various asset classes, including office, multifamily, nonperforming loans, land development, and hospitality. ... (view full description)

Paul Fuhrman

Managing Partner
Miramar Capital

Paul Fuhrman has over 20 years of experience in commercial real estate. Prior to founding Miramar Capital, Mr. Fuhrman was Executive Director and Head of U.S. Acquisitions at Colony Capital, Inc. At Colony, Mr. Fuhrman led many of the firm’s flagship debt fund investments (Colony Distressed Credit and Special Situations Fund, I-IV). In addition, he was responsible for new strategic initiatives and actively participated in real estate-related fundraising efforts. From 2010 to 2014, Mr. Fuhrman also served as the CEO of Colony’s Asset Management Company. During his tenure at Colony, Mr. Fuhrman was responsible for the sourcing and consummation of more than 42 investments representing mor ... (view full description)

David Gaultiere

Director, Product
Appfolio Investment Management

David is Director of Product at AppFolio where he leads software development initiatives for their real estate investment management platform. 

Andrew Gindy

Walton Street Capital LLC

Andrew Gindy is a Principal in the acquisitions group at Walton Street Capital. He is primarily responsible for sourcing, evaluating, and executing new equity investments on behalf of the firm’s flagship series of value-add opportunistic funds. He has been involved in direct real estate investments, portfolio transactions, joint-ventures, and developments across North America and Western Europe. Mr. Gindy earned his Bachelor of Science degree from Cornell University. He is a member of ULI and the AHLA Investment Roundtable.

Jonathan Glick

Managing Director
Incubation Capital Partners LLC

Mr. Glick is a Founder and Managing Director of Incubation Capital Partners LLC, a merchant banking platform focused on next generation and emerging real estate investment managers. Mr. Glick brings to Incucap extensive investment banking and private equity experience, and has spent his real estate career focused on underwriting operating partners as both a principal and advisor. By doing so, Mr. Glick has developed an extensive network of relationships with both LPs and GPs across the globe. Over his career, Mr. Glick has played an integral role in approximately $10 billion of M&A transactions, and assisted in the raising of approximately $1 billion in debt and equity capital, including ... (view full description)

Bob Goldbaum

VP Strategy
Dynamo Software

Bob brings over 25 years of experience in investment operations, marketing, M&A and Fintech innovation.  Before Dynamo, he helped build Citadel’s fund administration business as head of their Fund of Funds and Allocator Services and helped design their Investor Services and Accounting infrastructures. Before moving to Chicago, he founded  FundRunner software in San Francisco, CA, the first CRM and manager research platform for the private investment industry which he sold in 2005. At FundRunner he re-built with its founder and created its Private Equity counterpart for the Guggenhiem group. He also worked closely with Credit Suisse to create their alternative investment ind ... (view full description)

Brian Good


Brian Good is the co-founder and CEO of iBorrow. In his position he oversees the operations and investments of iBorrow, and serves on its Loan Committee.  iBorrow was founded in 2013 and lends on commercial real estate nationwide through its discretionary fund and services its loan portfolio. Brian has been in real estate for over 25 years, first as a corporate real estate transactional attorney and then as President of Eagle Group, LLC a fully-integrated real estate company handling all aspects of a large commercial real estate portfolio. Brian has moderated and served on a number of panels, including panels for IMN and other real estate organizations. Currently, he sits on the ... (view full description)

John Gottfried

Acadia Realty Trust

John Gottfried is the Chief Financial Officer of Acadia Realty Trust.  John serves on the investment committee and is responsible for all real estate finance, capital market activities, accounting, financial reporting, budgeting/forecasting, tax and treasury functions. He joined Acadia after 18 years at PwC, where he was a Partner and most recently served as the assurance leader of PwC’s New York City Real Estate practice.   Acadia Realty Trust (NYSE:AKR) is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual – core and opportunity fund – platforms.  Acadia has built a best-in-class, location-driven core real estate portfolio with meaningful ... (view full description)

Noah Gottlieb

The X Company

Stuart Graiwer

Gibson, Dunn & Crutcher LLP

Mr. Graiwer’s practice focuses on commercial real estate, including the representation of private and institutional investors in connection with the acquisition, sale, development and financing of a variety of asset classes, including office buildings, mixed-use projects, hotels, multi-family and residential developments, industrial parks and retail centers.  He has particular experience in the structuring of complex joint venture and partnership agreements, including the structuring and re-structuring of debt and equity investments.  Mr. Graiwer represents investors at all levels of the capital structure, including mortgage and mezzanine financings, convertible debt and preferred equity.  ... (view full description)

Billy Grayson

Executive Director
ULI Center for Sustainability

Billy Grayson is the Executive Director for the Center for Sustainability and Economic Performance at the Urban Land Institute, a nonprofit education and research organization that focuses on land use, real estate and urban development.   As Executive Director for the Center for Sustainability, Mr. Grayson manages a team leading programs on climate risk and resilience, health and wellness, and building energy and environmental performance. ULI works with members, community leaders, coalition partners, and other key stakeholders to build awareness around sustainability issues in the built environment, and to provide our members with the tools and resources they need to cost-effect ... (view full description)

Aaron Greeno

Partner, Head of West Coast
Dune Real Estate Partners

With experience investing in real estate across various geographies, asset classes and transaction structures, Mr. Aaron Greeno brings a breadth of knowledge, deep industry relationships and proven leadership capabilities to Dune. Based in Los Angeles, Mr. Greeno is responsible for originating and evaluating new investment opportunities, executing on value creation strategies and continuing to build and oversee Dune’s business on the West Coast. Prior to joining Dune in 2020, Mr. Greeno was a Managing Director at Morgan Stanley, where he was co-head of U.S. Investments for the firm’s real estate investing group, overseeing investment activities and managing the acquisition team o ... (view full description)

Michael Hales

CA Student Living

Nicholas Hamilton

Senior Managing Director
Red Mortgage Capital

Nick Hamilton serves as lead banker for multifamily mortgage loans and housing bond issues, and manages the firm’s San Diego office. Nick is an expert in municipal bond transactions involving MBS and cash collateral, GSE and bank credit enhancement, and private placements.  His lending activities focus on FHA-insured, Fannie Mae DUS, and proprietary first mortgage and mezzanine loans for multifamily housing. Nick has been directly involved in over $2.5 billion of taxable and tax-exempt financings. Prior to joining the firm, Nick worked for a nationa ... (view full description)

Todd Hankin

EisnerAmper, LLP

Todd Hankin is the Partner-in-Charge of the Audit and Assurance Practice in California and leads the firm’s West Coast Real Estate Private Equity Group. Todd sees clients challenged by today’s complex regulatory environment and accounting and financial reporting requirements. Drawing on more than 30 years of experience, his contribution to helping clients includes bringing a fresh perspective and creative approach to problem-solving that includes challenging assumptions and making timely observations and recommendations. Todd specializes in financial services and real estate, working closely with clients including private equity and real estate funds, REITs, registered investment advisors, c ... (view full description)

Christine Harada

i(x) investments

Rodgers Harshbarger

Senior Director of Investments
UNC Management Company

Mr. Harshbarger joined UNC Management Company in 2008 and is currently a Senior Director of Investments for the $10.3 billion UNC Investment Fund. Prior to UNCMC, Mr. Harshbarger was a Consultant in the Private Equity Group at Bain & Company and began his career in Investment Banking at Donaldson, Lufkin & Jenrette.

Chris Herthel

Real Estate Advisory Leader
Moss Adams

Chris has been in the commercial real estate investment management business since 1996, both on an institutional and entrepreneurial scale. He leads the firm’s Real Estate Advisory Services ("REAS") practice and provides independent guidance to the firm's wealth management and family office clients on commercial real estate investment selection and management strategies. In addition, the REAS practice provides management and strategic growth advisory services to entrepreneurial real estate companies.   Chris has spent his career formulating and implementing investment strategies across the commercial real estate spectrum on behalf of institutional and private investors. His experience ... (view full description)

Jean Ho

Rich Uncles

Ms. Jean Ho. Ms. Ho is Chief Operating Officer, Chief Compliance Officer and Secretary of the Rich Uncles entities.  She previously served as the Chief Financial Officer between January 2016 and November 2017. Ms. Ho is also an adjunct professor of taxation at California State University, Fullerton’s Mihaylo College of Business and Economics. From 2010 through 2015, Ms. Ho served as the Chief Operating Officer and Chief Financial Officer of Soteira Capital, LLC, a southern California-based, registered investment adviser with approximately $250 million under management that serves investment companies, pooled investment vehicles, pension and profit sharing plans, high net wor ... (view full description)

Abigail Holm

Director, Private Markets
SS&C Technologies, Inc.

Abbey is a director in the real assets division of SS&C. She has 15 years of experience in alternatives administration. Prior to joining SS&C, Abbey worked for AlphaMetrix (formerly Spectrum Global Fund Administration) managing fund accounting, financial reporting and implementation. She was also with One Equity Partners, JPMorgan’s private equity fund, and an auditor for Deloitte. Abbey received a Bachelor of BA in Accounting from the University of Wisconsin – Milwaukee and a Master of Accounting from Northern Illinois University and holds her CPA license.

Kim Hourihan

Global CIO
CBRE Investment Management

Kim Hourihan has been named Global Chief Investment Officer for CBRE Investment Management, effective January 1, 2022. In the role, she will oversee all real assets investment strategies globally, driving the firm’s portfolio management functions and helping formulate and incorporate our investment market house views. Kim previously served as CIO – Americas Direct Real Estate Strategies and Portfolio Manager for one of the firm’s comingled funds. As Portfolio Manager, she was responsible for all aspects of the fund including strategy, acquisitions, disposition and fund management. She also has served as a Managing Director and the Portfolio Manager for two international sovereign wealt ... (view full description)

Melissa Houston

Head of Sales
Juniper Square

Andy Huss

FD Fund Administration

As a Principal for FD Fund Administration, Andy Huss manages complex business situations across a variety of industries, with an emphasis on private equity and real estate. His experience encompasses financial reporting, partnership tax, deal due diligence, financial modeling and relationship development. Prior to joining FD Fund Administration, Andy held leadership roles in an investment advisory firm and with a Big 4 firm.

Jared Hutter

Managing Principal & Co-Founder
Aptitude Development

Jared Hutter co-founded Aptitude Development (and its predecessor BLVD Equities in 2014) with the intention of building ground-up purpose built student housing throughout the United States. Jared's expertise and focus is on picking new markets, entitling the projects, and developing the best student housing locations around the country. With Aptitude, Jared oversees all site selection and acquisitions, market/ site feasibility and financial analysis, equity raise and investor management Prior to starting his own firm, Jared was involved in the building, purchase, and management of several hundred million dollars of real estate throughout all sectors. Jared Hutter holds a Bachelors of S ... (view full description)

Ronnie Issenberg

Senior Managing Director Investments
Marcus & Millichap

Ronnie Issenberg, Senior Vice President Investments, co-founded the Issenberg Britti Group and is a Senior Director of the National Retail Group and Net Leased Properties Group of Mar­cus & Millichap Real Estate Investment Services. Mr. Issenberg has a track record of brokering, acquiring and managing commercial properties throughout the United States. He is an authority in the field of Net Lease and Sale-Leaseback Transactions. Mr. Issenberg has a long list of loyal clients including some of the nation’s largest institutional real estate companies including pub­licly traded REITs, private equity funds, hedge funds and high net-worth individuals. He has also structured sale-leaseback pro ... (view full description)

Andrew Jobst

HG Capital

HG Capital specializes in providing joint venture equity of up to approximately $8MM to value-added and opportunistic real estate investments in the Western US. Mr. Jobst is a partner in HG Capital and is involved in all aspects of the Fund’s operations, including investment origination, the negotiation of new joint venture agreements with Operating Partners, and asset disposition strategy.  Since joining the company in 1997, Mr. Jobst has underwritten and structured over 80 investments across property types with more than 30 different operating partners for a total completed value in excess of $1.5 billion. Mr. Jobst holds a B.S. degree in Biology, a B.A. degree in Economics and an M.S. deg ... (view full description)

Daniel Kaplan


Daniel Kaplan is a Partner and a member of EA RESIG LLC with over 25 years of experience, and a concentrated focus on real estate fund advisory services. Dan oversees a variety of REIT and Opportunity Zone Funds, in addition to distressed and opportunistic equity and debt funds. Prior to joining the firm, Dan served as the Chief Financial Officer of Island Global Yachting (“IGY”), a boutique real estate private equity fund, and helped build it into the world’s largest developer and operator of luxury marinas. IGY was founded by Andrew Farkas and other former senior executives of Insignia Financial Group, a NYSE traded company. Dan served in a variety of roles at Insignia, primarily as ... (view full description)

Ronald Kaplan

Partner, CRE Industry Practice Leader
CohnReznick LLP

Ronald A. Kaplan, CPA, is a partner with CohnReznick and is the Northeast Leader of the Firms Commercial Real Estate Industry Practice. Ron has more than 20 years of experience providing assurance, due diligence, business advisory, and tax services to clients involved in commercial, residential, retail, and hospitality real estate properties, primarily in New York, with experience throughout the United States and internationally. Ron regularly provides assistance and advisory services to clients as they negotiate agreements with lenders, equity partners, and fund managers. In addition, he advises clients on accounting and tax matters throughout the agreement process, from initial drafting th ... (view full description)

Alvin Katz

Katten Muchin Rosenman LLP

Alvin Katz is a partner in the Real Estate Group at Katten Muchin Rosenman LLP, where he has a widely diversified practice representing real estate investors, developers and operators in joint ventures and partnerships, acquisitions and dispositions of real property, debt and equity financings, and management and leasing transactions. During his more than 40 years practicing law Alvin has been involved in virtually every aspect of the real estate industry. In recent years his practice has focused primarily on representing both equity capital providers and sponsors in real estate joint ventures and related transactions. His clients include real estate private equity funds, i ... (view full description)

Dan Katz

Managing Director
Colony Capital, Inc.

Daniel E. Katz is a Managing Director at Colony Capital, Inc., responsible for the identification and evaluation of new real estate investments in the United States. In addition, Mr. Katz serves as Co-Head of U.S. Loan Originations for Colony Credit Real Estate, Inc. (CLNC). Prior to joining a predecessor of the Colony business in 2014, Mr. Katz was a First Vice President at OneWest Bank where he was responsible for loan originations. Previously, Mr. Katz held investment positions at Barclays Capital, Och-Ziff and Blackstone. Mr. Katz received a Master of Business Administration from Harvard Business School and his Bachelor of Science from the Wharton School, University of Pennsy ... (view full description)

Danielle Katzir

Gibson, Dunn & Crutcher LLP

Danielle Katzir is a partner in the Los Angeles office of Gibson, Dunn & Crutcher LLP, where she is a member of the firm’s Real Estate Department.  Ms. Katzir represents lenders, borrowers, opportunity and private equity funds, institutional and non-institutional real estate investors, developers and operators in a broad range of matters, including forming and representing joint ventures and negotiating joint venture agreements; acquisition, leasing and development, traditional construction, permanent and leasehold financing, preferred equity and mezzanine financing, and disposition of a wide range of commercial real estate asset classes, including vacant land, hotels, ... (view full description)

David King

Kirkland & Ellis LLP

David Dylan King is a partner in the Investment Funds Group in the San Francisco office of Kirkland & Ellis LLP. Primarily advising sponsors in private fund formation across a broad range of fund strategies, including real asset, buyout, growth equity and venture capital, David also counsels clients through complex business transactions, such as sell side minority investments, portfolio sales and firm & fund restructurings. He further advises clients in relation to their ongoing operations and management, guiding investment strategies and new product development, executive spin-outs and dispute mitigation.

Joshua Kirkham

Co-Head of North American Real Estate
Sculptor Capital Management

Joshua Kirkham is an Executive Managing Director and Co-Head of North American Real Estate at Sculptor Real Estate. Throughout his tenure, Mr. Kirkham has completed debt and equity transactions across multiple sectors, including residential, retail, office, multi-family and parking. Mr. Kirkham also led Sculptor Real Estate’s distressed residential strategy following the global financial crisis, investing in partially-completed subdivisions, condominium recapitalizations, single-family rentals and defaulted bonds secured by housing assets. ... (view full description)

Michael Klein

Principal & CEO
Freedom Financial Funds, LLC

Michael has over 35 years of experience in finance and company operations.  He has successfully started and operated three companies, several divisions for his employers and has originated, approved or worked out billions of dollars in loans to both corporate and real estate clients.  Michael started his career at Union Bank in Los Angeles, where he completed the Management and Credit training program.  He has worked for money center, regional and community banks, including Chase Manhattan Bank, Union Bank, Wachovia Bank and China Trust Bank.  Prior to founding Freedom Financial Funds, LLC, he co-founded and served as the Chief Operating Officer of Partners Capital Solutions, Inc. (PCS) wher ... (view full description)

Michael Knott

Managing Director, Head of U.S. REIT Research
Green Street Advisors

Richard Kulick

CIO of Multifamily Housing
Gamma Real Estate

Richard Kulick leads the acquisition and management of Gamma’s multifamily real estate investments. He has acquired over $1 billion of multifamily properties in the past 5 years and is a nationally recognized investor. Prior to joining Gamma, Mr. Kulick lead multifamily acquisitions and asset management on behalf of a New York and Miami based diversified real estate company. Earlier in his career, Mr. Kulick worked in UBS Investment Bank’s Real Estate, Leisure and Lodging Group. Mr. Kulick is a lawyer by training and prior to UBS, practiced law for over four years in New York at Sidley Austin’s Corporate Transactions group where he structured and executed asset, stock, merger and ... (view full description)

Federico Lacour

Managing Director
Fosun Property Holdings

Federico Lacour is CEO, President & Board Member of Everest Healthcare Properties LLC. Mr. Lacour manages the firm’s overall activities including investment strategy, research, sourcing, underwriting, acquisitions, equity & debt financing, portfolio management, leasing, value-add activities and reporting. In addition, Federico is a Managing Director at Fosun Group in NYC, where he leads acquisitions and asset management of healthcare real estate assets and operators in North America. He is also President & Board member of a $100m+ medical office buildings joint venture involving three insurance companies. Fosun (ticker 656:HK) is a global principal investor with $99bn AUM, ... (view full description)

Steve Landsman

Squar Milner LLP

Areas of Focus Stephen J. Landsman, CPA, is a Tax Partner with Squar Milner. Stephen’s 20 years of experience features client-oriented tax planning, preparation, and compliance services for real estate, manufacturing, wholesale, distribution, retail, professional, entertainment, and service industry clients. He was selected as one of San Fernando Valley’s 2012 most Trusted Advisors by the San Fernando Valley Business Journal. Stephen’s tax planning and preparation expertise includes tax structuring for real estate entities and his financial reporting includes the audit, review, and compilation of financial statements and governmental “yellow book” audi ... (view full description)

Steven Lange

CliftonLarsonAllen LLP

Steve Lange is a Principal in CliftonLarsonAllen LLP’s Orlando and Lexington locations. He is responsible for providing CFO advisory services to all industry segments including construction, real estate, energy and asset management clients. He also manages CliftonLarsonAllen’s Fund Management, Consulting and Accounting industry practice. Bringing 25 previous years of financial management, leadership and accounting experience, he joined CliftonLarsonAllen in 2015. Prior to joining CliftonLarsonAllen, Steven had held CFO and similar executive level operational management, finance and accounting roles across multiple industries and disciplines including fund administration, financia ... (view full description)

Todd Laurie

Managing Partner
Fox Trail Consulting, LLC

Todd is a creative and energetic leader with extensive experience building cohesive teams that enthusiastically pursue their goals. Todd is a  Managing Partner at Fox Trail Consulting, a private real estate investment firm, and has extensive experience structuring and capitalizing private real estate investments.  Todd has led the launch of five commercial real estate funds and multiple single-asset investments, helping his last company to achieve a 417% increase in AUM. Todd’s greatest professional accomplishment, however, is co-founding Fox Trail Consulting with his partners, Nathan Bergmann and Brooke Wilcken.            

Andy Lawhorn

SVP, Acquisition Finance
Toll Brothers, Inc.

Andy joined the Toll Brothers Corporate Finance Department in 2007.  He has raised debt and equity at the project level in support of home building, master-planned community, multifamily rental, and condominium developments.  Additionally, Andy is responsible for underwriting and due diligence in home builder M&A transactions. 

Andy graduated from The College of William and Mary with a dual Finance / English degree.  He is a CFA Charterholder.  

Ray LeBrun

Managing Director
CohnReznick Advisory

Steven Lear

Holland & Knight

Steven Lear is a Miami-based attorney and leader of Holland & Knight’s National Joint Venture Team.  Mr. Lear has more than 30 years of legal, tax and business experience representing top companies, including major homebuilders, in numerous joint ventures, mergers, acquisitions and dispositions (M&A) and other transactions. His clients include national homebuilders Lennar and Toll Bros., as well as funds, private equity and other real estate investors.   Mr. Lear assists clients in successfully navigating through some of the most complex legal, tax and business matters. As a licensed CPA with a master's degree in taxation, Mr. Lear is highly knowledgeable in the areas of accounting a ... (view full description)

Aegea Lee

Executive Vice President
California Bank & Trust

Aegea Lee joined California Bank and Trust in November 1999 as a Real Estate Analyst and currently is Senior Vice President and Regional Director of the Orange County Real Estate Lending Group. During her near 20-year tenure at California Bank & Trust, she has originated in excess of $3.2 Billion in new loan production. In 2011, Aegea was named by US Banker magazine as one of the Top Banking Team Award in its annual 25 Most Powerful Women in Banking rankings. Her expertise is in business development, loan underwriting, sourcing, structuring and executing large complex real estate transactions, as well as restructuring troubled loans to generate increased profits. Product types incl ... (view full description)

Jonathan Lee

George Smith Partners

Jonathan Lee sources structured capital for both high net-worth and institutional clients. A former developer, Mr. Lee leverages his experience in ground up development to customize a client plan that manages risk profiles and maximizes returns. He utilizes an extensive network of debt, life insurance, CMBS, Fannie/Freddie and equity relationships to achieve his client’s goals. Mr. Lee specializes in ground up construction, perm and bridge financing. He has arranged debt, pref equity and JV equity structures totaling $3 Billion+ in his career. His expertise includes underwriting and structuring commercial real estate investments, negotiating transactions and term sheets, financia ... (view full description)

Jake Lehmkuhl

EVP & Senior Director of Real Estate
California Bank & Trust

Mark Levinson

Chair, Bus. Trans. & Finance
Carlton Fields

I have spent 40 years guiding clients through a range of challenges beginning my practice in NY and moving to California in 1987. I believe listening to the client and all parties to a transaction is critical to understanding goals and tasks and developing practical, cost-effective solutions to achieve goals. I have counselled many clients through business distress situations drawing practical insights from my own business background and years of experience to drive parties to where agreement resides.  In California and across the United States, I represent a range of clients including public companies, private equity, REIT, Opportunity Zone sponsors, governmental bodies and indi ... (view full description)

Mark Little

Managing Director
BofA Securities, Inc.

Mark Little is a Managing Director in BofA Securities, Inc.'s market-leading Real Estate Syndicated Finance group.  In this capacity he serves as a senior member of the syndicate and distribution desk, which is focused on the execution of broadly syndicated debt facilities.  Clients include opportunity funds, debt funds, hedge funds, public pension plans and other institutional entities as well as REITs, REOCs, lodging companies and national homebuilders.    Mark started his financial services career with the firm at NCNB 33 years ago, and has worked in commercial banking, real estate special assets, and real estate syndications.  He previously served as an officer in the United ... (view full description)

Nancy Little

McGuireWoods LLP

Nancy Little practices in the areas of finance and real estate transactions.  Her finance practice includes lease finance, real estate lending, financings of hotels and healthcare/senior housing facilities, public-private partnerships and economic development incentives.  She has also practiced in the area of tax-exempt finance.  Ms. Little’s lease and structured finance practice focuses on synthetic leases, sale-leasebacks and credit tenant loans as well as other types of structured off-balance sheet finance, including transactions utilizing commercial paper conduits and other securitized loans. Her experience spans a wide array of assets, such as corporate aircraft and real estate, power p ... (view full description)

Eddie Lorin

CEO/ Founder
Alliant Strategic

Edward “Eddie” Lorin founded Strategic Realty Holdings, LLC as a culmination of his years of experience in investment real estate and as an offshoot of Strategic Realty Capital (SRC), which he also co-founded. Since 2008, SRC has purchased over 15,000 units in more than 70 transactions valued at over $1 Billion, and has built a strong performing portfolio. All of SRC’s apartment assets were purchased opportunistically and successfully re-positioned into thriving communities. He is an affordable housing preservationist as co-founder of his venture Alliant Strategic with Alliant Capital, one of the largest owners/syndicators of LIHTC to preserve and breathe new life into year 15 LIHTC (Low Inc ... (view full description)

Leslie Lundin

Managing Partner
LBG Real Estate Companies, LLC

Leslie Lundin is Managing Partner and co-founder of LBG Real Estate Companies, LLC, a privately-held real estate company that specializes in the acquisition, investment and development of commercial real estate properties in the western United States.  The company’s main focus is on the direct acquisition of value added and opportunistic investments, with a strong preference for retail properties. Leslie has actively participated in over 1 Billion dollars in these types of transaction since 1990.  LBG is a vertically integrated owner/operator with an in-house leasing team exclusively dedicated to leasing LBG’s retail acquisitions as well as in-house personnel with deep construction managemen ... (view full description)

Mark Maduras

CFO & COO - Real Estate
Angelo Gordon

Mark Maduras joined Angelo Gordon in 2001 and is the Chief Operating Officer and Chief Financial Officer for real estate and private equity at the firm. He manages a team that provides dedicated finance support to Angelo Gordon’s real estate teams in the U.S., Europe and Asia, as well as the private equity group in New York. Mark is a voting member of the firm’s real estate investment committees for all real estate funds and is responsible for all real estate investment and fund structuring. Prior to joining the firm, Mark was the Chief Financial Officer of ATC Management, L.L.C., a real estate partnership that included Angelo Gordon. Before that, he worked at Merrill Lynch, Tishman Speyer P ... (view full description)

Michael Mandel

Co-Founder & CEO

Michael is Co-Founder + CEO of CompStak.  CompStak creates transparency in commercial real estate by gathering information that is hard to find, difficult to compile or otherwise unavailable.  The world’s largest brokerage firms and preeminent real estate investors use CompStak’s commercial real estate data to compare properties and make investment decisions.   Since launching CompStak in early 2012, Michael has helped navigate the company through tremendous growth, with over $17 million raised, 70 major markets launched, and a growing team. He has been named 30 Under 30 by Real Estate New York, and a Rising Star by The Real Deal.   Michael is a regular speaker on the ... (view full description)

Henry Manoucheri

Chairman & CEO
Universe Holdings

Real estate investment industry veteran Henry Manoucheri is the Founder, CEO, and Chairman of Universe Holdings, which has rapidly become one of California’s largest and most active investors in the Los Angeles apartment communities. Today the firm has ~$1 billion of assets under management totaling approximately 2,500 units. Manoucheri chairs Universe Holdings Multifamily’s investment committee to skillfully select value-add assets for acquisition, repositioning, and eventual disposition to deliver outstanding risk-adjusted returns for the company and its institutional and high net worth partners. His three decades of real estate experience includes 15 years as a top national broker for Mar ... (view full description)

Brad Markoff

Carlton Fields

Brad Markoff focuses his practice on capital markets and complex financing transactions. He represents private and public companies, partnerships, and funds in a variety of U.S.-based domestic and Asian-based cross-border capital markets transactions, including capital raising in private offerings and IPOs, secondary offerings of debt and equity, mergers Brad Markoff focuses his practice on capital markets and complex financing transactions. He represents private and public companies, partnerships, and funds in a variety of U.S.-based domestic and Asian-based cross-border capital markets transactions, including capital raising in private offerings and IPOs, secondary offerings of ... (view full description)

James Masciello

Principal & Portfolio Manager
Raven Capital Management

James Masciello is a Principal and Portfolio Manager at Raven Capital Management and focuses on deal origination, underwriting, execution, while managing all of Raven’s Film & Media and Real Estate investment opportunities. Prior to joining Raven, James was a Vice President at Bank of America Merrill Lynch's Special Assets Group, where he was responsible for managing a principal investment portfolio of over $1 billion. Before that, he was part of the Alternative Assets Group at Merrill Lynch. James received a BS in Finance from Georgetown University.

Tyler Mattox

MCA Realty

Mr. Mattox is a Principal at MCA Realty and is responsible for directing the investment related activities including the acquisition, development and disposition of all investments.  Mr. Mattox has over 27 years of broad based real estate experience and is a California licensed real estate broker.   Prior to MCA Realty, Mr. Mattox was the Principal Owner of Mattox Property Services, an opportunistic real estate investment and development company that identified and acquired underperforming assets.  In this role, he managed all facets of the repositioning process, including acquisitions, financial underwriting, debt and equity capitalization and physical due diligence.  Prior to t ... (view full description)

Joel Mayer

Managing Director
Rockwood Capital, LLC

Mr. Mayer, based in Los Angeles, has over 28 years of experience as a real estate investment professional and leads the firm's retail real estate investments nationwide.  Prior to joining Rockwood, Mr. Mayer was a Director at BlackRock Realty. While at BlackRock, Mr. Mayer worked on their Retail Opportunity Fund and was responsible for sourcing new investments, identifying and structuring transactions with joint venture partners and directing development and redevelopment activities for new acquisitions. For four years prior to joining BlackRock, My. Mayer was Senior Vice President of Real Estate and Development for California Pizza Kitchen ("CPK") with responsibility for the nat ... (view full description)

David Milestone

Vice Chairman

David Milestone joined Newmark Knight Frank in 2016 and serves as Vice Chairman in the El Segundo, California, office. Mr. Milestone is responsible for originating and executing debt transactions throughout the Western U.S. He focuses on structuring, sourcing, marketing and placement of mortgage financings, mezzanine loans and structured financings for both single assets and property portfolios. Prior to NKF Capital Markets, Mr. Milestone spent 12 years as a senior member of Eastdil Secured's debt placement practice, where he was instrumental in growing the debt platform from $4 billion to over $60 billion in annual volume. He personally executed more than $30 billion of financin ... (view full description)

Luca Montalti

Torchlight Investors

Gianluca Montalti joined Torchlight Investors (formerly ING Clarion Capital) in 2009 and is a Vice President in the special servicing group focused on REO and receivership properties. His portfolio includes all property types across markets including all hotels that are either REO or in receivership. He has 14 years of professional experience primarily in asset management, though his responsibilities have included deal sourcing, underwriting and new fund development. Prior to Torchlight Investors, Gianluca worked at Investcorp International, Greenstreet Real Estate Partners and LaSalle Investment Management. Throughout his career, Gianluca has served as asset manager on over $2.5 Billion of ... (view full description)

Ned Montenecourt

Chief Risk & Compliance Officer
Phoenix American Financial Services

Ned Montenecourt, CRCP is Senior Vice President and Chief Risk and Compliance Officer at Phoenix American. He is responsible for managing all aspects of the firm’s risk and compliance framework as well as helping to hone the firm’s business strategy. He has vast experience designing, building and implementing risk control programs at financial services entities ranging from start-ups to large public institutions. His expertise centers on systems integration, supervisory controls, process automation, regulatory training, regulatory and audit exam management and operational risk.     Prior to joining Phoenix American, Ned held senior executive risk roles at Deutsche Bank and ... (view full description)

Kenny Moon

Almanac Realty Investors, LLC

Mr. Moon is responsible for investment, origination, analysis, underwriting, structuring, transaction execution, and ongoing management of the investments of the ARS Fund Series and CARS I. He currently serves on the boards of HRIP Holdings and PREP Property Group. 

Avik Mukhopadhyay

Managing Director
Kildare Acquisitions US, LLC

Avik Mukhopadhyay serves as a Managing Director at Kildare and is focused on distressed and opportunistic acquisitions in North America. Previously, Avik was part of Kennedy Wilson's (KW) Investment Management Division where he helped source both single asset and operating company/platform level investment opportunities for KW’s comingled funds, separate accounts and balance sheet.    Prior to joining KW Avik headed the Tactical Direct Investments group for J.P. Morgan Asset Management – Global Real Assets, where he, on behalf of large sophisticated institutional investors such as US Pension plans and SWFs, focused on investing in bespoke strategies via co-investments ... (view full description)

Marie Murphy

Principal and CEO
MJD Capital Partners

Marie Murphy is the Founder and CEO of MJD Capital Partners and is responsible for the overall strategy, operations, and investment management of the firm. MJD Capital Partners, LLC is a privately-held full service development and management company based in San Francisco, California. MJD Capital Partners, LLC works with debt and equity partners seeking to invest in real estate investments, including short term and long term investment horizons.  Marie has completed over 60 projects in select West Coast markets. Marie is a frequent speaker at real estate conferences throughout the United States. Marie holds a B.A. from Santa Clara University and a Masters from St. Mary’s College.  Marie is a ... (view full description)

Greg Myers

Managing Director
Alter Domus

Greg is a managing director of Cortland Capital Market Services LLC. Greg oversees business management for Cortland's fund administration group. An experienced financial executive, Greg brings over 15 years of broad-based financial services expertise to Cortland. Prior to joining Cortland CMS, Greg managed the Specialty Bank Loans team within LaSalle Bank’s Global Securities and Trust Services group. Greg’s initial service in the financial sector includes experience working as an Equity Options Market Maker at the Chicago Board of Options Exchange, as well as a financial analyst and Y2K consultant with other financial institutions.

Jasmine Nazari

Partner, Chief Operating Officer
Urban Green Investments

Jasmine joined Urban Green in early 2013 after attending the University of California at Davis where she got a MS in Soils and Biogeochemistry. Her focus evolved from operational work. She now specializes in Investor Relations and supports Urban Green during the acquisitions process. She is a licensed Real Estate Broker and is a Chartered Financial Analyst (CFA) candidate. She is fluent in four languages (English, French, Farsi, and Spanish) and has a bilingual Baccalaureate.

Chris Nebenzahl

Institutional Research Manager
Yardi Matrix

Chris Nebenzahl is the Institutional Research Manager at Yardi Matrix, and is responsible for overseeing market research and data analytics, as well as editorial composition for Yardi Matrix, Commercial Property Executive and Multi-housing News. Mr. Nebenzahl facilitates the expansion of the Yardi Matrix reporting suite and provides in-depth analytical tools for clients across the commercial real estate industry. His focus includes data analytics and reporting for the multifamily, office, self-storage and industrial asset classes. Before joining Yardi, Mr. Nebenzahl served as a portfolio manager for the Bank of New York Mellon, managing fixed income portfolios for municipal and p ... (view full description)

Sara Neff

Senior Vice President, Sustainability
Kilroy Realty

Sara Neff is Senior Vice President, Sustainability at Kilroy Realty  Corporation. Sara took Kilroy from having no sustainability program to being named among the top publicly traded real estate company on sustainability in the world by GRESB,  and under her leadership the company recently committed to becoming the first carbon neutral real estate company in North America by the end of 2020.   At Kilroy, she oversees all sustainability initiatives such as solar and battery dealmaking, the implementation of energy and water efficiency initiatives throughout the existing and development portfolios, the integration of sustainability standards into annual financial reports, the launch ... (view full description)

Marty O'Hea

Bixby Land Company

Marty O’Hea is the EVP & CFO for Bixby Land Company, a privately held REIT based in southern California with an AUM in excess of $1B concentrated heavily in industrial throughout Tier I and Tier II markets in the west, southwest and southeast.Marty oversees all capital markets, finance, tax & strategic planning activities for Bixby and is actively involved in their current pursuit of raising Bixby’s first fully discretionary industrial fundMarty has been with Bixby for 10 years and has spent the bulk of his 35+ year career working for major industrial & office operators based in southern California ... (view full description)

Paul Obico

Allen Matkins

 Paul Obico is a partner in the Los Angeles office of Allen Matkins. He has a breadth of experience advising clients on partnership, corporate, and other tax matters. Paul is involved in structuring, negotiating, and documenting complex business transactions. He has counseled clients on a variety of tax matters, such as entity formation, debt and equity financings, and corporate and partnership restructurings. In addition, Paul regularly provides advice on the federal, state, and local tax implications of acquiring, owning, developing, and disposing of real property and real estate investments. Paul also has extensive experi ... (view full description)

Greg Olbrys

Alden Street Capital Management LLC

Gregory Olbrys is Co-Founder and Managing Partner of Alden Street Capital Management and is responsible for the overall firm strategy, investment, asset management, asset disposition execution, and operations.    Mr. Olbrys is a 19-year commercial real estate veteran and is an active and knowledgeable participant in the student housing investment market.  Prior to Alden Street, Mr. Olbrys co-founded Pinecrest Partners, a development-focused student housing investment company, in conjunction with a Fortune 500 pension fund and a Chicago based family office.  In his role as principal and CIO, Mr. Olbrys supported the de ... (view full description)

David Packer

Pircher, Nichols & Meeks LLP

David L. Packer is a partner at Pircher, Nichols & Meeks, where he specializes in financing transactions.  He graduated from the University of Virgina School of Law, order of the coif, in 1985, where he served as an Executive Editor of The Virginia Law Review.  He also graduated with a B.A. in Government, magna cum laude, from Georgetown University in 1982.

Shravan Parsi

CEO & Principal
American Ventures LLC

Shravan Parsi is an entrepreneur and innovator with a backgroundin the diverse fields of real estate investing and pharmaceutical research. His experience as a pharmaceutical scientist drives his systematic approach to multifamily and  ... (view full description)

Ritesh Patel

Virtu Investments

Ritesh Mr. Patel joined Virtú Investments in 2002 and as CIO, is responsible for investment strategy, real estate market dynamics analysis, capital markets assessment, as well as the successful acquisition and disposition of assets. Ritesh has headed the acquisition of over 100 properties worth $1.9 billion, as well as the disposition of over 90 properties.  Ritesh earned his MBA from the Anderson School of Business at UCLA, his BS in Industrial Engineering from UC Berkeley, and a BA in Management Engineering from Claremont McKenna College.  Ritesh’s Interests include Learning, Laughing, Cycling, Tennis, Ultimate, Basketball, The Steelers, YouTube, Podcasts, Audiobooks, Economics, History, T ... (view full description)

Michael Pedone

Managing Director
CIT Bank, N.A.

Michael Pedone is a Managing Director in the Real Estate Finance Group at CIT Bank N.A. He leads a team responsible for loan origination, underwriting and portfolio management.  Since joining OneWest Bank/CIT in 2011, he has originated almost $3 billion of new loan commitments for acquisition, bridge, construction and note-on-note loans across various property types and markets.  In addition to new loan generation, he also originated an equity investment on behalf of CIT in a joint venture to acquire CRA-eligible multifamily properties in Southern California.  He currently manages a portfolio of approximately $1.4 billion in commitments. Prior to j ... (view full description)

Marc Perrin

Managing Partner
The Roxborough Group, LLC

Marc Perrin   Mr. Perrin is the Founder and Managing Partner of The Roxborough Group, LLC a real estate private investment firm headquartered in San Francisco, California that is currently investing Roxborough Fund II, L.P.  Prior to founding The Roxborough Group in 2013, Mr. Perrin was a Managing Director at Starwood Capital Group where he co-headed Starwood’s U.S. investing, was responsible for overseeing its Asia investments and was a member of the firm’s Investment Committee as well as a member of the Investment Committee of SPT Management, LLC, the external manager for Starwood Property Trust, Inc. (NYSE: STWD).  Mr. Perrin joined Starwood in 1997 and founde ... (view full description)

Perry Pinto

Walton Street Capital, LLC

Mr. Pinto directs the acquisition efforts for Walton Street Capital ("WSC") throughout the West Coast of the United States and directs all of firm's industrial acquisitions throughout the entire United States. In addition, Mr. Pinto leads the firm's efforts in the majority of the public-to-private transactions that are pursued by the firm. In his career at WSC, Mr. Pinto has acquired over $6 billion of assets in every sector of commercial real estate in every major geographic market of the United States.Mr. Pinto is a founding member of WSC and has been with the firm since its inception in 1995. Prior thereto, Mr. Pinto was an associate with JMB Realty Corporation. Mr. Pinto ... (view full description)

Devan Popat

Katten Muchin Rosenman LLP

Devan H. Popat is an attorney and partner at Katten Muchin Rosenman LLP. Devan focuses his practice on commercial real estate transactions, including acquisitions, dispositions, development, venture formation, finance, property management and leasing. He advises funds, real estate investment trusts (REITs), high-net-worth individuals, operators, developers, financial institutions and insurance companies on all aspects of real estate.  Devan has worked on a broad range of real estate assets, including office buildings, multifamily and student housing projects, industrial facilities, retail centers, hotels and resorts, senior housing and health care facilities, self-storage, ... (view full description)

Matthew Posthuma

Ropes & Gray, LLP

Matt Posthuma is a partner in Ropes & Gray's asset management practice in Chicago and serves as leader of the firm's real estate funds team. Matt focuses on the formation of private investment funds. Matt forms strategic relationships with real estate companies, asset managers and financial institutions to create thoughtful solutions for their fundraising and investment needs. Matt helps sponsors with open- and closed-end funds in a wide range of investment strategies, such as real estate (including core, value-add and opportunistic), private equity, infrastructure, credit, hedge and other alternative asset classes. He also works with clients on joint ventures, separate accou ... (view full description)

Sandy Presant

Chair, Real Estate Fund Practice Group
Greenberg Traurig, LLP

Sandy Presant, Chair of the Real Estate Fund Practice Group at Greenberg Traurig, LLP, focuses his practice on providing fund and joint venture best practice business and tax structuring advice to sponsors of the leading real estate private equity funds, REITs, and their local partners and investors in the U.S. and internationally. He has over 30 years of experience as a tax and business lawyer for major funds and real estate companies. He has structured and negotiated the tax and business aspects for over 100 real estate funds (including their internal general partner structuring and executive compensation) in the U.S., Europe, Latin America and Asia, and more than 500 joint ventures (partn ... (view full description)

Kevin Prince

West Bay Capital

Mr. Prince began his career in the commercial real estate industry in 2013 with Faris Lee Investments, where he assisted in the marketing of over 70 retail properties for sale. Following his time at Faris Lee, Mr. Prince joined Clippinger Investment Properties where he worked primarily in acquisitions and served in many other areas alongside the President, including roles in dispositions, leasing, and property management. As Director of Originations for West Bay Capital, Mr. Prince is responsible for generating new loans for the mortgage fund and leading all marketing efforts. Mr. Prince has a California Real Estate License, is a member of the International Council of Shopping Centers ... (view full description)

Edward Ratinoff

Managing Principal
James Investment Partners

Edward Ratinoff is Founder and Managing Principal of James Investment Partners, an opportunistic investment platform focused on multifamily, office and industrial properties in the San Francisco bay area and the Los Angeles region. Ed also currently serves on the board Axos Financial (NYSE:AX). Ed previously held senior positions with nationally focused real estate investment management firms such as the JE Robert Companies and PRG and was a senior banker with Chase Securities (Chase), BT Securities (Bankers Trust)  and McDonald Investments (Keybank).   Mr. Ratinoff earned his Masters of Business Administration from the J.L. Kellogg Graduate School of Management, Northwestern University and ... (view full description)

Michael Ray

Pircher, Nichols & Meeks LLP

Michael R. Ray is a partner in Pircher's corporate and real estate private equity investment funds practice groups. His personal practice is primarily focused on the representation of private equity funds and real estate companies in connection with the sponsorship and formation of real estate investment funds and the execution of real estate joint ventures. Michael also advises clients across various sectors in connection with commercial transactions and business ventures, including mergers and acquisitions, private offerings of securities and compliance matters. In addition to his client work, Michael serves the greater legal community as a regular coach for Pircher’s ann ... (view full description)

Barbara Rea

Arden Group

Barbara Rea, COO of Arden Logistics Parks, has more than 20 years of operational and capital markets experience leading and developing teams across multiple real estate asset classes (industrial, retail, and residential), while producing a demonstrated track record of investor outperformance. Barbara served as Chief Operating Officer and founding member for start-up private equity real estate firm focused in the Light Industrial space. While there, she played a critical role in building the corporate infrastructure from inception, raising $750 million in institutional equity, creating a profitable and results-driven operating platform and hiring more than 100 em ... (view full description)

Jeffrey Reder

Managing Director
CenterSquare Investment Management

As Managing Director, Private Real Estate at CenterSquare, Mr. Reder is responsible for all acquisition activity in the Western United States. He serves as a member of the Investment Committee for CenterSquare’s Private Real Estate Group and oversees a team focused on sourcing, underwriting and closing real estate acquisitions and investment transactions across a variety of property types. Founded in 1987, CenterSquare is a registered investment adviser focused exclusively on real estate. Prior to CenterSquare, Mr. Reder was Vice President for a private real estate investment firm. He was responsible for underwriting acquisitions, financing, asset management and disposition of properties wit ... (view full description)

Vittoria Reimers

VP of Investor Services
Juniper Square

Vittoria Reimers is VP of Investor Services at Juniper Square, the market-leading investment management software that enables managers to raise more capital, automate investment operations and increase investor satisfaction. In her role Vittoria is responsible for developing and scaling value-add services that complement Juniper Square’s software offering and further the company’s mission of making the world’s private capital markets more efficient, transparent and accessible. Prior to Juniper Square, Vittoria spent six years at Funding Circle, an online platform for small business loans, where she led various credit underwriting and operations teams across the US, the UK, Germany and the Ne ... (view full description)

John Reiss

DLA Piper

John D. Reiss advises investment managers on all aspects of private fund formation and the establishment of managed accounts, as well as regulatory and compliance matters (particularly the US Investment Advisers Act), management company structuring and general governance issues. Additionally, he represents sophisticated investors in connection with private investments across numerous alternative asset classes. John's experience spans real estate, private equity and private credit, venture capital and hedge fund strategies. He has also worked on real estate joint ventures, private equity secondary transactions, asset management M&A and registered funds. ... (view full description)

Kristin Renaudin

Stockbridge Capital Group

Ms. Renaudin is Chief Financial Officer of Stockbridge, with responsibility for directing Stockbridge’s finance and operations activities as well as active involvement in the overall strategic planning and direction for the firm. During her 20 years with Stockbridge and its predecessor firms, she has held various responsibilities across departments, including acquisitions, client relations, capital markets and portfolio management. Ms. Renaudin has been involved with the underwriting, evaluation and structuring of numerous real estate acquisitions and capital markets transactions. She played a major role in formation of Stockbridge, and the expansion of its product of ... (view full description)

Glen Rich

Managing Director

Glen Rich is the Managing Director for the US Central Southwest leading CrowdStreet’s online capital formation and investor acquisition/relationship management platform.  Glen leads the team to provide investment firms, sponsors and developers access to over thousands of accredited investors for deal and fund capital formation.     CrowdStreet is the premium provider of online commercial real estate investment marketplace, technology and professional services that connects successful investors and CRE firms in order to maximize wealth.  Investors can directly access institutional-quality commercial real estate offerings through CrowdStreet’s marketplace. For CRE developers and operator ... (view full description)

Michael Richards

Senior Vice President of Fund Administration
NES Financial

Michael Richards has brought an impressive investment skillset to NES Financial after nearly 18 years at State Street, where he built his reputation in hedge fund and private equity fund administration within their Alternative Investment Solutions division. There, Michael was responsible for a large global team servicing top institutional fund sponsors and LP customers with a broad spectrum of alternative investment product types. His background in alternative fund administration and financial reporting with leading private equity fund sponsors has enhanced NES Financial’s approach to complex accounting transactions, automation, financial and investor reporting, and is bolstering their rapid ... (view full description)

Jay Rollins

Walker & Dunlop Investment Partners

Mr. Rollins is the EVP, Chairman and Co-Founder of WDIP (f/k/a JCR Capital). In addition to managing WDIP’s legacy funds, Mr. Rollins provides guidance to WDIP’s management team regarding investment strategy and execution. From 1999 to 2005, Mr. Rollins was a Managing Director at GMAC, where he built a team of 17 professionals focused on making opportunistic loans to transitional multifamily, retail, office, land and industrial properties. Prior to GMAC, Mr. Rollins was the President and Founder of Eastern Realty Corporation, a “Resolution Trust Company era” real estate investment company. Eastern Realty managed four partnerships, each purchasing assets from the RTC and financial ... (view full description)

Jonathan Romick

General Counsel and Chief Compliance Officer
GEM Realty Capital, Inc.

Mr. Romick joined GEM Realty Capital, Inc. (“GEM”), in 2006 and is the General Counsel and Chief Compliance Officer.  Mr. Romick oversees compliance and legal matters for the real estate investment funds sponsored by GEM. Prior to joining GEM, Mr. Romick was a lawyer in the Real Estate Practice Group at Neal, Gerber & Eisenberg LLP and prior to that at Kirkland & Ellis LLP.  Mr. Romick received his Juris Doctor from the University of Illinois, College of Law in 2002, magna cum laude, and received a Bachelor of Science in Accounting from the University of Illinois at Urbana-Champaign, where he graduated with Honors in 1997.  Mr. Romick is also a Certified Public Accountant. ... (view full description)

Randi Rosen


Randi is a Principal in the Economic and Valuation Services practice of KPMG LLP. She is located in the firm’s San Diego office and works with a core group of multidiscipline professionals who assist clients with real estate and hospitality economic and valuation issues.She has over 25 years of experience in preparing valuation and consulting studies on real estate and hospitality assets throughout the United States, Canada, Latin America, South America, Europe, and the Pacific Rim. Property types include master-planned developments, resorts, hotels, golf courses, marinas, office buildings, industrial facilities, special-us ... (view full description)

Dan Rosenbloom

Managing Director, Head of Investments

Dan joined CADRE in 2016 as a Managing Director managing the investment team and is a member of the Investment Committee. In his capacity as Managing Director at CADRE, Dan is responsible for overseeing the team sourcing, underwriting and structuring private-market real estate equity opportunities. He has invested in both equity and debt capital across various product types and geographic locations. At CADRE, Dan has also spear headed the sourcing and execution of Cadre’s Opportunity Zone Program.    Prior to Cadre, Dan led the acquisitions team at GEM Realty Capital, where he spent 11 years and was on the investment committee involved in setting investment strategy for GEM Realty Prop ... (view full description)

Ron Rossi

Senior Director, Partnerships & Alliances
Juniper Square

Ron Rossi serves as a Senior Director and Head of Partnerships and Alliances for Juniper Square.  Ron’s career spans 20 years in CRE and finance with a focus on technology the last 13 years. Prior to joining Juniper Square he was the VP of customer success for the Investment Management and Commercial teams at Investor Management Services / RealPage and VP of business development for Investor Management Services. He has a proven track record of creating and managing SaaS solutions as well as scaling businesses and teams for growth and success.  Ron takes great pride in being the voice of and advocating for all of our customers, he also participates in many FinTech conferences and ... (view full description)

Eric Rowen

Greenberg Traurig, LLP

Eric Rowen is the Co-Chair of the Real Estate Litigation Practice and the Chair of the Western Region Real Estate Litigation Group. He focuses his practice on litigation involving real estate, real estate financing, commercial real estate leasing, real estate related bankruptcies, and trusts holding vast real estate assets. Recognized by The Best Lawyers in America, Litigation for trusts and estates from 2018-2020, Rowen has deep experience with litigation and pre-litigation counseling involving securitized loan portfolios, bond financings, loan and loan portfolio workouts and restructurings, construction financing, partnership and joint venture disputes, complex eminent domain, lea ... (view full description)

Eliot Saeedi

Angelo Gordon

Eliot Saeedi joined Angelo Gordon in 2012 and is based in Los Angeles.  Eliot is responsible for acquisitions in Southern California, Arizona, and Nevada.  In addition, he has been responsible for, or overseen, in excess of $1 billion of real estate assets.  Prior to joining the firm, Eliot worked in the acquisitions group of a private real estate investment company in Los Angeles, focusing on value-add real estate assets.  He is an Executive Committee Member of the Lusk Center for Real Estate, Committee Member of the Bascom VG Group, and an Executive Board Member of NDF.  Eliot holds a B.B.A degree in Real Estate and Entrepreneurship from the University of Wisconsin-Madison, and ... (view full description)

Nadia Sager

Latham & Watkins LLP

Nadia Sager is a partner in Latham & Watkins LLP’s San Diego office and a member of the firm's Investment Funds practice group. Ms. Sager’s practice focuses on private investment fund formation, strategic partnering and joint venture transactions, and US and international investment. As part of her practice, she advises sponsors of private investment funds on registration and compliance matters under the Investment Advisers Act of 1940 and the Investment Company Act of 1940. Ms. Sager was recommended for her ability to provide “‘timely and relevant guidance’ from San Diego” in the Investment Fund Formation and Management: Private Equity Funds category in the 2011 US Legal 500 guide. Ms. ... (view full description)

Matt Salem

Member, Head of Real Estate Credit

Matt Salem (New York) joined KKR in 2015 and is a Member and Head of Real Estate Credit. He also serves as Co-Chief Executive Officer and Co-President of KKR Real Estate Finance Trust Inc (NYSE: KREF). Mr. Salem sits on KKR's Real Estate Investment Committees. Prior to joining KKR, Mr. Salem was a managing director at Rialto Capital Management. Before joining Rialto in 2012, he was a managing director and head of CMBS trading at Goldman Sachs. Before joining Goldman Sachs in 2006, Mr. Salem held positions at Morgan Stanley and Citigroup Alternative Investments where he invested in mezzanine debt and other high yield CRE credit on behalf of the Travelers Insurance Companies. He began his care ... (view full description)

Yesenia Scheker


Yessi is the Partner in Charge of KPMG’s New York Real Estate Tax practice.  She has almost 20 years of experience providing tax and advisory services to the asset management industry. Yessi has a wide range of experience serving global real estate fund managers, investment funds, infrastructure funds, foreign investors, institutional clients, developers, homebuilders, and owner/operators. Yessi will also assume the Global Tax Lead role for KPMG’s Building, Construction and Real Estate Tax Practice where she will focus on leading our global tax network. Yessi’s responsibilities have included planning and structuring for alternative investment clients, including real estate fund m ... (view full description)

Vicky Schiff

Managing Director
JP2 Partners

Ms. Schiff is a highly experienced entrepreneurial thinker and industry-recognized C-Suite operations and investment executive.  She has consistently identified emerging trends and created business models around investing before an oversupply of capital drives down investment returns. She has successfully founded/co-founded 5 firms since 1996 in various sectors of the real estate and private equity business. In addition, Ms. Schiff has been honored with various awards across the real estate industry by multiple organizations and publications including the Los Angeles Business Journal, Commercial Observer, Connect Media, Globe Street, Commercial Property News and Bisnow and ... (view full description)

Spencer Schlee

Senior Director
Canyon Partners Real Estate LLC

Spencer Schlee, Senior Director, heads the Southwest region for Canyon’s opportunistic and value-add real estate platforms and is responsible for originating, underwriting, structuring and executing both equity and debt investments.  Mr. Schlee joined Canyon’s acquisitions team in 2012 and has since worked on transactions investing over $880 million of committed capital and totaling over $2.5 billion in total capitalization across various sectors including multifamily, retail, hospitality, office, senior housing and mixed-use.  Prior to joining Canyon, Mr. Schlee was an analyst at BlackRock in New York and is a graduate of the University of California, Los Angeles (B. ... (view full description)

Abe Schlisselfeld

Senior Managing Director
CBIZ, Marks Paneth

Abe Schlisselfeld, CPA, EA, is the Co-Partner-in-Charge of the Real Estate Group at Marks Paneth LLP, where he is responsible for advising commercial and residential real estate owners, real estate management firms and REITs on all facets of accounting and taxation. He is a member of the Executive Committee of Marks Paneth, which sets policy and strategy for the firm. Mr. Schlisselfeld has explored the tax benefits and implications of the Opportunity Zones program since its introduction in the Tax Cuts and Jobs Act of 2017 and has become a sought-after speaker on the topic. In addition to his deep understanding of real estate investing and economic development, he has extensive k ... (view full description)

Michael Schwartz

Commercial Real Estate Finance Broker
Financial Compound

Michael Schwartz has been an active commercial mortgage broker since 1997, having closed over $4.4 billion in financing transactions, both debt and equity. In 2007 he started his own commercial mortgage brokerage firm, Financial Compound, which has been an innovator in identifying and structuring capital markets opportunities and gathering capital markets information. Financial Compound's transactions run the gamut from low leverage first mortgages on trophy assets, to structured debt and equity placements for properties in need of renovation, to construction and unentitled land financing.  Michael is experienced with many types of financial structures, including acquisition, predevelopment, ... (view full description)

Bryan Shaffer

Principal/Managing Director
George Smith Partners

Mr. Shaffer is Principal/Managing Director of George Smith Partners where he focuses on delivering solutions to address his clients’ real estate capital requirements. Mr. Shaffer works hard to arrange structured financings for multifamily and commercial properties, including acquisition, refinance, construction, bridge and permanent loans. Mr. Shaffer has successfully structured both debt and equity placements for private entrepreneurs and institutional clients. He has been able to utilize his prior vast and diverse experiences in owning, operating, developing commercial real estate to help him succeed in capital raising for multi-family, affordable, office, retail, industrial, hospitality, ... (view full description)

Hilary A Shalla

Latham & Watkins LLP

Hilary Shalla is a partner in the Real Estate Group. She has extensive experience representing individuals, partnerships and corporations, including REITs, MLPs, private equity sponsors and institutional clients, in a broad range of commercial real estate transactions. Ms. Shalla’s practice focuses on real estate transactional matters, including acquisitions, dispositions, joint ventures, leasing and financing of complex real estate portfolios, as well as the development of commercial real estate. She has particular experience advising on REIT and MLP transactions, including in connection with initial public offerings, mergers and other similar transactions. Her clien ... (view full description)

Kevin Shannon

Co-Head, US Capital Markets

Kevin A. Shannon is widely considered to be one of the premier investment sales brokers in the Western United States.  As the President of West Coast Capital Markets for Newmark Knight Frank for the last two years, Kevin leads the disposition and acquisition of investment properties on behalf of domestic and offshore investors. In the course of his over 30 year career, he has sold and marketed more than $61 billion of office, industrial, self-storage, retail, land and mixed-use assets. His experience includes 100% fee simple, partial interest recapitalizations and joint venture transactions. Kevin joined NKF after nearly nine years at CBRE, where he served as vice chairman and ma ... (view full description)

Shane Shelley

Morrison & Foerster LLP

Shane Shelley is a partner in the Tax Department in the San Diego office of Morrison & Foerster. He has a comprehensive tax practice with a focus on U.S. federal income tax matters. Mr. Shelley has substantial experience counseling on the tax aspects of business and capital markets transactions and offerings, including mergers and acquisitions, fund formations, venture capital investments, international structuring and complex financial products. He has developed a particular and nationally recognized expertise in the taxation of REITs, providing advice to his REIT clients on a day-to-day basis and in connection with their significant offerings and other transactions. His breadth of expe ... (view full description)

William Shopoff

Shopoff Realty Investments L.P.

William A. Shopoff is President and Chief Executive Officer of Shopoff Realty Investments, L.P.  Mr. Shopoff has more than 39 years of real estate and investment experience. His expertise includes the acquisition, development, and sale of new and redeveloped residential and commercial properties throughout the United States, as well as partnership structure, debt placement, venture capital and investment underwriting.  Mr. Shopoff has acquired over 1,000 properties on behalf of his various entities, including the acquisition of over 6,000 apartment units (fee or mortgage loans) and the entitlement of over 7,000 lots/units of land suitable for single-family or multi-family development.  ... (view full description)

Matthew Shore

DRA Advisors LLC

Matthew D. Shore is the Chief Investment Officer at DRA Advisors, a private equity real estate investment firm with approximately $10 Billion in assets under management. Mr. Shore oversees acquisitions primarily focused on retail, office and industrial opportunities across the United States and is also involved in strategic asset management, financing, and dispositions. While working at DRA, Mr. Shore has sourced and closed over $5 billion in real estate transactions including the privatization of two publicly traded REITs. Prior to joining DRA Advisors, Mr. Shore worked at Wachovia Securities in its real estate mergers and acquisitions investment banking division responsible for the valuati ... (view full description)

Cyndy Silverthorn

Chief Financial Officer
Crow Holdings Capital

Cyndy Silverthorn joined Crow Holdings in 2000 and is a Managing Director of Crow Holdings Capital, responsible for real estate fund operations including investor services, performance analysis, and reporting. Cyndy is also actively involved in various investment-related processes including assisting in risk management, structuring, and overall fund management. Cyndy’s prior experience includes serving as a Senior Fund Controller with CB Fund Services and real estate tax services with Arthur Andersen. Cyndy is a member of the Advisory Council for Communities Foundation of Texas. Cyndy received a B.B.A. degree in Accounting from Southern Methodist University, an M.S. degree with concentration ... (view full description)

David Simon

Founder and Managing Partner
BARDAS Investment Group

During his 30-year career as a commercial real estate developer, operator and investor, David Simon has been involved in more than $10 billion of transactions, partnering with both high-profile public real estate companies and private equity firms. In 2018, Mr. Simon founded BARDAS Investment Group, fulfilling his vision of a boutique real estate development and investment firm focused on the creative office sector. Forward thinking in his endeavors, he places a great deal of consideration into the environments he develops and is passionate about creating spaces where users feel inspired, collaborative, and more productive. Mr. Simon has spent the past 15 years specia ... (view full description)

Ryan Simonetti

CEO & Co-Founder

Ryan is the CEO and co-founder of Convene. Convene designs and services a network of premium places to work, meet, and host inspiring events. Convene has raised $260M in equity funding to date, and has been named one of America’s 100 Most Promising Companies by Forbes and a Best Workplace by both Inc. and Fortune Magazine. Ryan has been recognized for his transformative achievements on Real Estate Forum’s 50 Under 40 list, Inc. Magazine’s “30 Under 30,” a list of America’s Most Promising Young Entrepreneurs, was named “Top Entrepreneur” by Crain’s New York, and a finalist in Ernst & Young’s Entrepreneur of the Year® New York Awards. ... (view full description)

Justin Smith

Managing Director
Long Wharf Capital

James Solomon

Ravinia Capital Group

Mr. Solomon, Managing Partner of Ravinia Capital Group LLC ( is a Chicago-based real estate professional with over 30 years of public market and private market real estate experience.  Mr. Solomon has been responsible for the investment, financing or sale of more than $5 billion of office, industrial, retail and multi-family real estate. These transactions include single-asset and portfolio investments, equity joint ventures, distressed debt acquisitions and other real estate assets.  Other companies in which he had retained leadership positions with include Avison Young (Head of US Capital Markets), Trizec Properties and Soros Fund Real Estate. ... (view full description)

Jon Spelke

Managing Director
CleanFund Commercial PACE Capital

CleanFund is the leading direct lender nationally of Commercial Property Assessed Clean Energy (CPACE).  In collaboration with Starwood Capital Group, a private investment firm with over $60bn AUM, and Vulcan Capital, a multi‐billion-dollar investment arm of the late Microsoft co-founder Paul Allen – CleanFund has developed a CPACE structure that is welcomed by sponsors AND acceptable to Senior Lenders.  CleanFund is on track to close an industry-leading $110MM+ in CPACE financings in 2019 and expect to exceed that in 2020 based on the Q1 de ... (view full description)

Scott Stafford

Co-founder & Principal
Strada Investment Group

Scott, co-founder and Principal of Strada, is a member of the Investment Committee and helps lead Strada’s deal sourcing efforts throughout the Western United States.  Scott is actively involved in the asset management, financing and disposition of all of Strada’s investments, working directly with Strada’s various deal teams. Since its inception in 2010, Strada has executed over $1 billion of value-add office acquisitions and developed over $3 billion of institutional office & residential product. Prior to founding Strada, Scott worked as a Senior Vice President at the CIM Group; heading its Northern California office. ... (view full description)

Andrew Starrels

Holland & Knight

Andrew J. Starrels is a Los Angeles-based attorney and member of Holland & Knight’s West Coast Land Use and Environment Group. Mr. Starrels focuses his transactional law practice on issues surrounding the development and operation of all types of commercial real estate. His practice includes navigating complicated pathways of entitlements processing, zoning analyses and resource management incident to securing approvals for development projects, as well as traditional transactional matters such as acquisition, disposition, finance and property management. Prior to joining Holland & Knight, Mr. Starrels was the general counsel of a prominent real estate de ... (view full description)

Scott Stay

Construction Management & Development, Inc.

Mr. Stay complements CM&D with a wide range of real estate development, acquisitions, business development, and project and asset management experience. His background and proven track record allow him to further CM&D’s global reach while overseeing the successful completion of all current projects both in the US and abroad.Over the past decade Mr. Stay has gained experience in government contracts, residential and commercial development, asset management, project management, and business consulting. Recently, Mr. Stay has specialized in US as well as Global projects including residential mid-rises, sin ... (view full description)

Andy Stewart

Managing Partner
Argosy Real Estate Partners

Mr. Stewart is Managing Partner of Argosy Real Estate Partners, a real estate fund manager with approximately $1.7 billion in real estate assets under management through seven fully discretionary, commingled funds. Argosy invests nationwide through opportunistic, value-added, core-plus and Opportunity Zone strategies in conjunction with operating partners. Mr. Stewart has general management responsibilities for the firm's investment strategy, asset management, operations, and fundraising. He is a member of the firm's Investment Committee and Management Committee. Mr. Stewart has over 20 years of real estate investment and operating experience, involving over $2 billion of diverse ... (view full description)

Zachary Streit

Founder & Managing Partner
Way Capital

Zachary D. Streit has arranged and closed in excess of $1 billion of debt and equity financings for a broad array of real estate transactions. He has significant experience arranging and closing construction, bridge and permanent financing across all commercial property types. Zachary’s clients recognize him for his relentless focus on execution and responsiveness. Zachary is an active member of real estate industry groups and related charities and has a number of professional designations. Affiliations include: Urban Land Institute (ULI), International Council of Shopping Centers (ICSC), City of Hope’s Los Angeles Real Estate and Construction Association, UCLA’s Real Estate Alum ... (view full description)

Laura Stumm

Senior Managing Director
Newmark Knight Frank

Vanessa Sunshine

Bryan Cave Leighton Paisner

Reasonable, approachable and perpetually upbeat, Vanessa Sunshine is a real estate lawyer with a strong passion for building and maintaining relationships with her clients, especially when it comes to their business. Vanessa prides herself on being responsive, thoughtful and available, and clients value her soft-touch approach, especially at the negotiating table, where actively listening, coming up with creative solutions, and fostering strong working relationships- including with the opposing side- helps them achieve their desired result.Vanessa has experience in the acquisition, disposition and financing of virtually eve ... (view full description)

Scott Tavolacci

National Director of Sales
Yardi Investment Management

Scott has over 30 years experience working in the real estate software technology field. He started in financial and real estate technology consulting with the public accounting firm of Laventhal and Horwath, and went on the manage a real estate technology consulting practice for numerous years. Since then, Scott has worked for a number real estate software companies in various roles from consulting to develop to National/Institutional Account Management. He currently works for Yardi Systems assisting their Private Equity Real Estate clients create efficiencies in their front to back office operations.

Cecile Taylor

Managing Director Client Services
Magnolia Capital

Ms. Taylor is Managing Director of Client Services for Magnolia Capital, a nationally focused multifamily investor based in Chicago.Prior to joining Magnolia Capital, Ms. Taylor worked in Real Estate Finance and Strategy for Gap Inc. in San Francisco. In this role, Ms. Taylor managed a regional pipeline of real estate actions, as well as strategic and long-term planning initiatives for the company. Ms. Taylor’s previous experience also includes ten years of focus on asset and property management. In her role as Director of Operations at Colliers International, Ms. Taylor was the primary driver of value creation for private capital and institutional ... (view full description)

Gerald Thomas

McGuireWoods LLP

Gerald is a partner in the Atlanta office of McGuireWoods LLP and serves as the chair of the Firm’s Tax & Employee Benefits department. He focuses his practice on complex transactional tax matters. Gerald has significant experience with mergers and acquisitions, restructurings and reorganizations, private equity funds, joint ventures, real estate investment trusts (REITs), crossborder transactions, financing transactions, and corporate and partnership tax planning. Gerald has represented numerous REITs in public offerings and mergers and acquisitions totaling billions of dollars. He has also advised numerous private equity and real estate funds in fund formations, acquisitions and dispos ... (view full description)

Alan Todd

Managing Director, Head of U.S. CMBS Strategy
BofA Global Research

Alan Todd is head of U.S. Commercial Mortgage Backed Securities (CMBS) Research and a member of the CREFC Board of Governors. In this role he is responsible for providing in-depth analysis and macro-level overviews of the CMBS, CMBX and commercial real estate markets. Alan brings over 20 years of CMBS experience to this role and is highly regarded for his recommendations and timely market calls. Alan correctly called the recovery of the CMBS market since the 2009 bottom and the decline of the CMBS market in 2008. Alan has been ranked in the top 3 for CMBS strategy in the Institutional Investor All-America Fixed Income Research team survey in each of the last fourteen years. Alan ... (view full description)

Adam Tope

DLA Piper LLP (US)

Adam Tope provides investment fund sponsors, investors and principals with creative, commercial and realistic advice relating to fund formation and secondaries transactions. He brings a global perspective to his clients, having represented managers and investors in dozens of jurisdictions.Adam's sponsor-side clients regularly include prominent secondaries firms, real estate managers, middle market managers and startup managers/spinouts. He advises these clients with entity formation, introductions to service providers, discussions with placement agents, drafting of offering memorandums, negotiations with ... (view full description)

Mike Treiman

General Counsel
StarPoint Properties, LLC

Michael Treiman is the General Counsel at StarPoint Properties.  Mr. Treiman is responsible for all legal and compliance matters for the Company.  Mr. Treiman has more than 25 years of legal experience working for companies both inside and outside the field of real estate.
Mr. Treiman has a J.D. and an LL.M in Taxation from Loyola Law School and an MBA from the Anderson School at UCLA.  Mr. Treiman got his B.S. in Economics from the University of California, Davis.  Mr. Treiman is also an adjunct professor at Loyola Law School where he teaches in the LL.M. program

Manny Trelles

CliftonLarsonAllen LLP

Manny has in-depth Alternative Asset, Real Estate and Family Office Tax & Advisory experience with deep transactional experience with US inbound tax and accounting structuring. Manny works closely with US and Offshore based capital sources to optimize the economics associated with the direct or indirect investment in US real estate and private equity joint ventures.
Manny directs all aspects of an advisory and tax consulting practice unit, including business development, staff development, financial management and ongoing client relationship management.

Alfred Trivilino

Managing Director
Related Fund Management

Mr. Trivilino is a Managing Director at Related Fund Management overseeing the high-yield credit strategy and new investment originations. Most recently Mr. Trivilino was Senior Vice President at Gramercy Property Trust (NYSE: GPT) responsible for net lease equity investment originations. Previously, he was a Senior Vice President with Gramercy Capital Corp. (GPT’s predecessor company), responsible for new loan originations and special situation loan asset management. Mr. Trivilino was previously a Senior Vice President and Chief Investment Officer of the real estate private equity fund at American Capital Energy Corporation, an affiliate of Zhong Rong Group, the largest private ... (view full description)

Mark Tronstein

Managing Director, Real Estate
Andell Holdings

Mark Tronstein is a Managing Director at Andell Inc., a Los Angeles-based private investment firm and family office with global business and investment interests, where he oversees the real estate strategy. Prior to joining Andell, Mark was a Director at Broadreach Capital Partners, a private real estate investment firm with over $1 billion of equity capital under management, where he was responsible for sourcing and executing value-add and opportunistic transactions across all product types as well as distressed debt in the Southwestern U.S. Prior to joining Broadreach, Mark was an investment professional at Morgan Stanley, where he focused on acquisitions in the Western U.S. on behalf of i ... (view full description)

Kenneth Tze

Special Counsel
Duane Morris LLP

Kenneth (“Kenny”) Tze is Special Counsel in the San Francisco office of the law firm of Duane Morris LLP. Mr. Tze advises clients on real estate transactions and finance matters for commercial, residential, retail and industrial projects. He focuses on purchase, sale, leasing, finance and exchange of investment properties, and represents clients in matters related to disposition and acquisition of real property and commercial, office and retail leasing. He also provides counsel on commercial loan enforcement and workouts involving distressed real estate assets.  Mr. Tze also provides oversight counsel assistance to commercial lo ... (view full description)

Garrett Ushiyama

CohnReznick LLP

Garrett Ushiyama is a partner in the audit and assurance group for CohnReznick’s Los Angeles office. He is also co-leader of the Firm’s Commercial Real Estate Industry Practice in the West Region. Garrett has over 25 years of experience providing audit and advisory services to public and privately-held companies across a broad range of real estate companies. His extensive experience with real estate development and operations includes industrial, commercial, residential, retai,l and hospitality properties as well as private equity and pension funds investing in real estate and REITs. Garrett has served in interim controller and CFO roles for several companies in various industrie ... (view full description)

Jonathan Watson

AEW Capital Management, L.P.

Mr. Watson is responsible for investment origination and asset management for the West Coast on behalf of AEW's Partners Funds, which is a series of discretionary funds managed by AEW.  During his decade tenure at AEW, Mr. Watson has been involved in the acquisitions, dispositions, financing and asset management for a wide variety of commercial real estate product types in the major MSA's in the Western US.  Prior to joining AEW, he was with Thomas Properties Group where he was involved in the acqustions, asset management, leasing, and development services for Thomas' multi-million square foot office portfolio.  He graduated Magna Cum Laude from the University of Southern California's Marsha ... (view full description)

Gabriel Weinert

Co-Founder/Managing Principal
Alter Mile LLC

Mr. Weinert has transacted and managed over 150 highly structured commercial real estate transactions and development projects requiring joint venture equity, mezzanine debt, senior secured construction debt, bridge loans, and permanent financing representing over $2.5B of terminal value.  Prior to forming Alter Mile Group in 2018, Mr. Weinert established and led the west coast Structured Finance and SFR Division at Walker & Dunlop following the firm’s acquisition of Johnson Capital in 2014, where Mr. Weinert was a Managing Director/SVP. Prior to this role, Mr. Weinert was an Investment Officer managing a $600M portfolio of investments with Emigrant Realty Finance, the balanc ... (view full description)

Sondra Wenger

Managing Director
CIM Group

Benny Westreich

Katten Muchin Rosenman LLP

Benny Westreich’s practice covers the full range of transactional real estate, representing institutional and individual clients in the United States and abroad in the acquisition, development, financing, construction, renovation, leasing, management and disposition of commercial and residential properties (including hotel, retail, office and multi-use projects). Benny focuses a lot of his practice on structuring real estate funds and joint venture (including participation structures). He counsels clients on both sides of transactions, including lenders and borrowers, landlords and tenants, developers and finance partners and buyers and sellers. Clients say that Benny "… is what I consider a ... (view full description)

Chris Wetmore


Christopher Wetmore is a principal in RSM’s Technology Advisory practice. He has over fifteen years of accomplished and diverse IT functional experience. Prior to joining RSM, Chris worked as a Project Manager/Business analyst as part of Proctor & Gamble and the Publicis Group. Chris specialized in IT organizational design & strategy, project management, vendor and software selections, business process re-design, as well as the implementation of various enterprise applications.   Following his time at Publicis Group, Chris worked as a senior consultant, project management and business analysis professional at Collaborative Consulting. While in this role ... (view full description)

Thomas Whitesell

EVP, Group Head, Real Estate
Pacific Western Bank

As National Head of the Pacific Western Bank Real Estate group, Mr. Whitesell is responsible for expanding the firm’s work with established commercial real estate developers and investors seeking real estate bridge and construction loans nationwide. An industry veteran of 30 years, Mr. Whitesell's experience includes bridge and construction financing as a senior and also mezzanine lender.  He has deep experience in preferred equity transactions as well as debt restructurings as a lender and attorney. Prior to joining Pacific Western Bank, Mr. Whitesell held senior positions at banks and debt funds, originating and directing regional and national platforms for construction, bridge, mezz ... (view full description)

Thomas Wiese

President of Institutional Solutions
Crown Global Insurance

Tom is the President of Institutional Solutions at Crown Global Insurance Group LLC.  He is responsible for expanding the domestic and international markets for institutional products providing innovative solutions that combine insurance and investments to address the needs of a global audience of Institutional Investors, Family Offices and Ultra-High Net Worth Individuals.  The Company offers custom solutions that enable investment managers and investors to enhance their returns on investments in alternative assets and managed accounts.  For non-U.S. Institutions, Crown Global provides efficient and effective solutions to block ECI, FIRPTA and Branch Profits Tax on their U.S. investments.  ... (view full description)

Chris Winnen

Managing Principal, Real Estate Equity
Allstate Investments

Grace Winters

Manatt, Phelps & Phillips LLP

Grace Winters is a Manatt Real Estate partner in the Orange County office. She represents property owners, developers, capital providers, landlords, tenants and investment fund managers in connection with acquisitions, dispositions, joint ventures, exchanges, development, ground leasing, commercial leasing, financing, construction and other transactions involving real property. Grace works closely with clients’ business and legal teams to lead and manage major real estate transactions, regularly collaborating with their internal risk management, compliance and operations departments, as well as outside legal experts, third-party operators, investors, lenders, developers and consultants. Grac ... (view full description)

Stephen Yang

Founder of Yang Capital and Point Hospitality
Yang Capital Group

Stephen Yang is the managing member and co-founder of Yang Capital and the founder of Point Hospitality.  Prior to forming Yang Capital, he was a founding Managing Principal of Walnut Hill where he acquired, owned and operated a diverse real estate portfolio in New York and San Francisco.  He served as a founding Principal and Managing Director at Square Mile Capital as well as Vice President at Deutsche Bank.  Stephen graduated from Georgetown University with a B.S. in Finance and Technology Management and received his M.B.A. from Columbia Business School. 

Kev Zoryan

Managing Director, US Head of Asset Management
Morgan Stanley Real Estate Investing

Kev Zoryan is a Managing Director of Morgan Stanley. He is Co-Head of U.S. Acquisitions and Head of Western U.S. Investing for Morgan Stanley Real Estates various private equity real estate funds. He is responsible for the sourcing, execution and asset management of real estate investments. Kev joined Morgan Stanley in 1997, starting in the Los Angeles office in the private equity investing area of the Firms real estate businesses. He has been involved in many of the Morgan Stanley Real Estate investments on the west coast and in Mexico. After returning from business school in 2001, he rejoined the Firm in the Investment Banking Department in Los Angeles as a generalist in ... (view full description)

Warren de Haan

Managing Co-CEO
ACORE Capital

Warren de Haan is a founder and one of the four Managing Partners of ACORE. He is the Head of Asset Originations. Mr. de Haan has over 20 years of experience in the commercial real estate finance industry and capital markets. Prior to ACORE, he was the Chief Originations Officer of Starwood Property Trust, Inc. (NYSE: STWD), a public mortgage REIT, from October 2010 to September 2014. Prior to STWD he, along with Mr. Fellows, Mr. Tokarski and Mr. Ward, founded Countrywide Financial Corporation’s commercial real estate finance business that was launched in 2004 and grew into one of the largest lending platforms in the United States focused on middle markets, closing ov ... (view full description)
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Event Contacts for 17th Annual Winter Forum On Real Estate Opportunity & Private Fund Investing


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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

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    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    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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