21st Real Estate Private Equity Summit

March 10th - 11th, 2020 | New York

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About The Conference

iGlobal Forum is proud to announce the latest iteration of its flagship series, the 21st Real Estate Private Equity Summit, to be held on March 10 & 11, 2020 in New York. With a global economic downturn widely believed to be overdue, investors in real estate are cautious about committing to investments, the returns from which may reflect a market markedly dissimilar to the one to which we have become accustomed. That said, there is currently a huge amount of capital ready for investment and the economic fundamentals, in the US as least, would appear to be strong.  Increased regulatory interference affecting both residential and commercial real estate – whether prompted by the green agenda or concerns over ‘social fairness’ has also affected investors perceptions of the marketplace. The revolution in the way that that consumers shop have continued apace, significantly affecting the comparative attractiveness of retail and light industrial real estate. In addition, new technological developments are continuing to offer new opportunities for developers and investors alike. Join us for two topic-packed days of insight, analysis and discussion at one of the most prestigious events in the real estate private equity industry. Network with a cross-section of the industry – LPs, GPs, developers, institutional investors and lenders – and ensure that you have the latest information you need to make prudent and lucrative investments.

Key Topics Covered

• An institutional investor’s experience of private equity real estate investment
• The future of the real estate private equity market
• Exploring the evolving regulatory landscape affecting North American real estate
• Examining the global economic outlook
• Family offices and real estate investment
• Staying ahead of the curve and planning for the next economic cycle
• The evolving use of office space and the opportunities for investors
• Accessing overseas capital
• Navigating Opportunity Zones and the value they represent to investors
• Surveying opportunities and challenges for investors in the residential real estate market
• Surveying opportunities and challenges for investors in the commercial real estate market
• Private debt vs. Private equity

Network With Leading

• Real Estate Private Equity Firms
• Real Estate Owners & Developers
• Pension Plans & Insurance Companies
• Endowments & Foundations
• Mezzanine & Private Debt Providers
• Investment Banks & Senior Lenders
• Hedge Funds & Asset Managers
• Family Offices & HNWIs

8:00 am - REGISTRATION & NETWORKING BREAKFAST
9:00 am - CHAIRPERSONS WELCOME AND OPENING REMARKS

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Jay A. Neveloff

Jay A. Neveloff

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

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9:15 am - OPENING KEYNOTE INTERVIEW

Melissa Reagen

Melissa Reagen

Head of Research, Americas

NUVEEN REAL ESTATE

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Chester Lee

Chester Lee

Partner & Co-Head, Real Estate Group

DUANE MORRIS

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9:45 am - THE FUTURE AND TRENDS OF THE REAL ESTATE PRIVATE EQUITY MARKET
  • Predicting how the market and industry will change over the next ten years
  • What will be the impact on the industry of rapid PropTech development?
  • Is ‘passive’ an option for an investment class as traditionally active as real estate?
  • Will real estate go the same way as equities or fixed income, with ETF’s and other fund options run by algorithms? Is the proposal to get individual buildings listed and floated on the stock market a step towards ETF?
Reid Liffmann

Reid Liffmann

Managing Director

ANGELO, GORDON & CO

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 Chris Lee

Chris Lee

Member-Head of Real Estate Americas

KKR

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Jay A. Neveloff

Moderator:

Jay A. Neveloff

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

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10:30 am - MORNING NETWORKING BREAK
11:00 am - EXPLORING THE EVOLVING REGULATORY LANDSCAPE AFFECTING NORTH AMERICAN REAL ESTATE
  • Political Risk in multifamily and other asset classes
  • US Investors considering political risk in foreign investments already
  • ESG and its ongoing influence on CRE investment
  • Methodology of considering political risk
  • Expanding of CFIUS
  • Cap Rates
Jeff Adler

Jeff Adler

Vice President, Matrix Products

YARDI MATRIX

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Cord Ernst

Cord Ernst

Managing Director - Capital Markets

MAGNOLIA CAPITAL

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Ziad Hammodi

Ziad Hammodi

Chief Global Transaction Counsel

WP CAREY

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Krystyna M. Blakeslee

Moderator:

Krystyna M. Blakeslee

Partner

DECHERT

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11:45 am - FAMILY OFFICES AND REAL ESTATE INVESTMENT
  • What do family offices look for in their real estate investments?
  • Is there a preference for direct or fund investments or a mixture of both? Why?
  • Where are family offices allocating to? Why?
  • What do family offices look for in a sponsor?
  • What do family offices look for in a real estate investment?
  • What opportunities are out there for family offices to partner with each other to increase the size of the projects to which they have access and ensure higher returns?
Chester Lee

Chester Lee

Partner & Co-Head, Real Estate Group

DUANE MORRIS

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Vincent T. Pica

Vincent T. Pica

Senior Advisor

SAFANAD INC.

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Marcia Nelson

Marcia Nelson

Managing Director

ALBERLEEN FAMILY OFFICE SOLUTIONS

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David Weiss

David Weiss

Chief Investment Officer

REBEL REBEL CAPITAL

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DJ Van Keuren

Moderator:

DJ Van Keuren

Vice President

MONFORT FAMILY OFFICE

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12:30 pm - EXAMINING THE GLOBAL ECONOMIC OUTLOOK AND ITS IMPLICATIONS FOR REAL ESTATE PRIVATE EQUITY
  • Surveying the current state of the economy
  • When will the next downturn arrive?
  • How big will it be?
  • Are governments and markets better prepared to weather an economic downturn than in 2008?
  • Which sectors are likely to be affected most?
  • Implications for real estate
Michael Eglit

Michael Eglit

Managing Director

BLACKSTONE

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Billy Butcher

Billy Butcher

COO/Member, Real Estate

KKR

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Tim Wang

Tim Wang

Managing Director & Head of the Investment Research Group

CLARION PARTNERS

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Jacob Feingold

Jacob Feingold

Senior Director

CANYON PARTNERS

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John Randall

Moderator:

John Randall

Partner

PCCP

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1:00 pm - NETWORKING LUNCHEON
2:00 pm - ROUNDTABLE DISCUSSION

DEAL-MAKING: JOINT VENTURE VS DIRECT

Closed-Door Investor Roundtable

  • JV structures and competition from patient institutional capital
  • Investor expectations at this point in the cycle
  • Comparing and contrasting approach to deals and deal sourcing
  • Risk vs. Reward - stable, steady deals vs. distressed or opportunistic Deals
  • Fluctuation in Capital Markets and the US Economy - What debt means on JV side right now
  • Foreign capital view of the US
  • Fees and the return of capital
Thomas Maira

Thomas Maira

Partner

DLA PIPER

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Dino P. Christoforakis

Dino P. Christoforakis

Head of Transactions, North America

AFIAA U.S. INVESTMENT INC. (Swiss Foundation for International Real Estate Investments by Avadis)

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3:00 pm - CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

Keynote Speakers

Melissa Reagen

Melissa Reagen

Head of Research, Americas

NUVEEN REAL ESTATE

Melissa leads a team of research and strategy professionals focused on the U.S. direct real estate market.

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Speakers

Samuel Ing

Samuel Ing

President

Ing Groups

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Vincent T. Pica

Vincent T. Pica

Senior Advisor

SAFANAD INC.

Joining Safanad at its inception in January 2009, Vincent Pica (Vin) rose to being a managing partner and the

View More

Ziad Hammodi

Ziad Hammodi

Chief Global Transaction Counsel

WP CAREY

View More

Marcia Nelson

Marcia Nelson

Managing Director

ALBERLEEN FAMILY OFFICE SOLUTIONS

Marcia Nelson is a Managing Director at Alberleen Family Office Solutions, an independent investment advisory firm

View More

John Randall

John Randall

Partner

PCCP

John is a Partner in PCCP’s New York office and is the Assistant Portfolio Manager for an open-ended debt

View More

Michael Eglit

Michael Eglit

Managing Director

BLACKSTONE

Michael Eglitis a Managing Director in Blackstone’s Real Estate Debt Strategies (“BREDS”) group and is based

View More

Billy Butcher

Billy Butcher

COO/Member, Real Estate

KKR

Billy Butcher (New York) joined KKR in 2004 and is a member of the real estate team. Prior to helping to establish

View More

Dino P. Christoforakis

Dino P. Christoforakis

Head of Transactions, North America

AFIAA U.S. INVESTMENT INC. (Swiss Foundation for International Real Estate Investments by Avadis)

View More

Tim Wang

Tim Wang

Managing Director & Head of the Investment Research Group

CLARION PARTNERS

Tim Wang, equity owner and Managing Director, is the Head of Investment Research at Clarion Partners. Tim leads

View More

Reid Liffmann

Reid Liffmann

Managing Director

ANGELO, GORDON & CO

Reid Liffmann joined Angelo, Gordon’s real estate group  in 2010.  He is responsible for assisting Adam

View More

David Weiss

David Weiss

Chief Investment Officer

REBEL REBEL CAPITAL

David is Chief Investment Officer for a single-family office based in New York. Mr. Weiss runs the family office,

View More

 Chris Lee

Chris Lee

Member-Head of Real Estate Americas

KKR

Chris Lee (New York) joined KKR Capital Markets in the Real Estate Group in 2012. He is responsible for KKR’s

View More

Jacob Feingold

Jacob Feingold

Senior Director

CANYON PARTNERS

Jacob Feingold is a member of Canyon Partners Real Estate’s Investments and Acquisitions group. Mr. Feingold is

View More

Pamela Capps

Pamela Capps

Partner- Co-Chair, Women's Initiative Committee

KRAMER LEVIN NAFTALIS & FRANKEL LLP

Pamela M. Capps advises clients with respect to all aspects of tax law, including the international, federal,

View More

Kamil Homsi

Kamil Homsi

President

GLOBAL REALTY CAPITAL

Kamil Homsi, is President at Global Realty Capital LLC, a Dubai single family office's focusing on global

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Demian Waldman

Demian Waldman

Managing Partner

CONFIDAS CAPITAL LLC

Mr. Waldman joined The Confidas Group in 2014 and with 25+ years of experience in financial services and

View More

DJ Van Keuren

DJ Van Keuren

Vice President

MONFORT FAMILY OFFICE

Named as one of Family Capitals Top Family Office Real Estate Professionals and as one of Trusted Insight's Top 30

View More

Federico Lacour

Federico Lacour

Managing Director, Fosun & President/CEO

EVEREST HEALTHCARE PROPERTIES

View More

Jay A. Neveloff

Jay A. Neveloff

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

Mr. Neveloff represents clients in all aspects of transactional real estate as well as complex restructurings. 

View More

Krystyna M. Blakeslee

Krystyna M. Blakeslee

Partner

DECHERT

Krystyna M. Blakeslee is a partner in Dechert’s finance and real estate group. Ms. Blakeslee focuses her

View More

Chester Lee

Chester Lee

Partner & Co-Head, Real Estate Group

DUANE MORRIS

Chester P. Lee is co-chair of Duane Morris' Real Estate Practice Group. Mr. Lee practices in the area of real

View More

Jeff Adler

Jeff Adler

Vice President, Matrix Products

YARDI MATRIX

Jeffrey Adler has served since 2014 as Vice President, Yardi® Matrix (the data division of Yardi

View More

Thomas Maira

Thomas Maira

Partner

DLA PIPER

Thomas Maira advises Real Estate private equity groups, sponsors, operators, investors, sellers, buyers,

View More

Raphael Fishbach

Raphael Fishbach

Principal

MESA WEST CAPITAL

Mr. Fishbach is a Principal of the originations team at Mesa West and heads the East Coast origination platform.

View More

Cord Ernst

Cord Ernst

Managing Director - Capital Markets

MAGNOLIA CAPITAL

View More

Ed Adler

Ed Adler

US Credit Products

GREENOAK REAL ESTATE

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One-to-One Networking Session

Pre-summit One-to-One Networking Session

Tuesday March 10, 2020 | 9:00 am to 10:00 am

Join us for our speed-networking series in this exclusive section of the program. Here you will sign up for concise and focused one-to-one meetings with other senior-level executives to connect and evaluate potential mutual business opportunities and partnerships. We will provide you with information on all of the other participants to allow you to choose the most relevant and focused meetings during this time on site. This part of the program is a unique and focused way to help you establish relevant new contacts and generate fresh business opportunities.

Pre-summit Workshop A:

Navigating Opportunity Zones and the value they represent to investors

Tuesday March 10, 2020 | 10:00 am to 12:00 pm

  • Examining the current Opportunity Zone landscape across the US
  • What does the future hold for Opportunity Zones and is the value they represent here to stay?
  • Deciding which Opportunity Zone business models are the most attractive in the current market
  • Understanding what benefits Opportunity Zones bring to the tenant as well as the landlord to enable better decision making as to the value they represent as a long-term investment
Samuel Ing

Samuel Ing

President

Ing Groups

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Pamela Capps

Pamela Capps

Partner- Co-Chair, Women's Initiative Committee

KRAMER LEVIN NAFTALIS & FRANKEL LLP

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NETWORKING LUNCH

NETWORKING LUNCH BREAK

Tuesday March 10, 2020 | 12:00 pm to 1:00 pm

.

Pre-summit Workshop C

Accessing overseas capital

Tuesday March 10, 2020 | 1:00 pm to 3:00 pm

  • From which countries is the majority of overseas investment in North American real estate coming?
  • What are the major obstacles to accessing overseas capital?
  • How can these obstacles be overcome?
  • Navigating the EU’s AIFMD provisions
  • Choosing overseas advisors with whom to partner
Federico Lacour

Federico Lacour

Managing Director, Fosun & President/CEO

EVEREST HEALTHCARE PROPERTIES

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Kamil Homsi

Kamil Homsi

President

GLOBAL REALTY CAPITAL

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Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
The Harmonie Club The Harmonie Club

The Harmonie Club

4 East 60th Street

New York, NY

 

212.355.7400

http://www.harmonieclub.org/

 

The Harmonie Club prides itself on being a meaningful part of New York City history. Equal parts social, educational, epicurean, and athletic, The Harmonie Club is proud to offer exquisite facilities, events, and cuisine to members and their guests.

Guests are welcome to secure accommodations at the Park Lane Hotel, located in the vicinity of the event. To book a reservation via telephone at The Park Lane, please call 866-831-7211 & request that your reservations agent apply the iGlobal Forum Corporate Rate, or visit our personalized weblink  for a 15% discount.

 

Melissa Reagen

Melissa Reagen

Head of Research, Americas

NUVEEN REAL ESTATE

Melissa leads a team of research and strategy professionals focused on the U.S. direct real estate market.

View More

Vincent T. Pica

Vincent T. Pica

Senior Advisor

SAFANAD INC.

Joining Safanad at its inception in January 2009, Vincent Pica (Vin) rose to being a managing partner and the

View More

Ziad Hammodi

Ziad Hammodi

Chief Global Transaction Counsel

WP CAREY

View More

Marcia Nelson

Marcia Nelson

Managing Director

ALBERLEEN FAMILY OFFICE SOLUTIONS

Marcia Nelson is a Managing Director at Alberleen Family Office Solutions, an independent investment advisory firm

View More

John Randall

John Randall

Partner

PCCP

John is a Partner in PCCP’s New York office and is the Assistant Portfolio Manager for an open-ended debt vehicle.

View More

Michael Eglit

Michael Eglit

Managing Director

BLACKSTONE

Michael Eglitis a Managing Director in Blackstone’s Real Estate Debt Strategies (“BREDS”) group and is based in

View More

Billy Butcher

Billy Butcher

COO/Member, Real Estate

KKR

Billy Butcher (New York) joined KKR in 2004 and is a member of the real estate team. Prior to helping to establish the

View More

Dino P. Christoforakis

Dino P. Christoforakis

Head of Transactions, North America

AFIAA U.S. INVESTMENT INC. (Swiss Foundation for International Real Estate Investments by Avadis)

View More

Tim Wang

Tim Wang

Managing Director & Head of the Investment Research Group

CLARION PARTNERS

Tim Wang, equity owner and Managing Director, is the Head of Investment Research at Clarion Partners. Tim leads the

View More

Reid Liffmann

Reid Liffmann

Managing Director

ANGELO, GORDON & CO

Reid Liffmann joined Angelo, Gordon’s real estate group  in 2010.  He is responsible for assisting Adam Schwartz

View More

David Weiss

David Weiss

Chief Investment Officer

REBEL REBEL CAPITAL

David is Chief Investment Officer for a single-family office based in New York. Mr. Weiss runs the family office,

View More

 Chris Lee

Chris Lee

Member-Head of Real Estate Americas

KKR

Chris Lee (New York) joined KKR Capital Markets in the Real Estate Group in 2012. He is responsible for KKR’s Real

View More

Jacob Feingold

Jacob Feingold

Senior Director

CANYON PARTNERS

Jacob Feingold is a member of Canyon Partners Real Estate’s Investments and Acquisitions group. Mr. Feingold is

View More

Pamela Capps

Pamela Capps

Partner- Co-Chair, Women's Initiative Committee

KRAMER LEVIN NAFTALIS & FRANKEL LLP

Pamela M. Capps advises clients with respect to all aspects of tax law, including the international, federal, state and

View More

Kamil Homsi

Kamil Homsi

President

GLOBAL REALTY CAPITAL

Kamil Homsi, is President at Global Realty Capital LLC, a Dubai single family office's focusing on global acquisition

View More

Demian Waldman

Demian Waldman

Managing Partner

CONFIDAS CAPITAL LLC

Mr. Waldman joined The Confidas Group in 2014 and with 25+ years of experience in financial services and international

View More

DJ Van Keuren

DJ Van Keuren

Vice President

MONFORT FAMILY OFFICE

Named as one of Family Capitals Top Family Office Real Estate Professionals and as one of Trusted Insight's Top 30

View More

Federico Lacour

Federico Lacour

Managing Director, Fosun & President/CEO

EVEREST HEALTHCARE PROPERTIES

View More

Jay A. Neveloff

Jay A. Neveloff

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

Mr. Neveloff represents clients in all aspects of transactional real estate as well as complex restructurings.  Mr.

View More

Krystyna M. Blakeslee

Krystyna M. Blakeslee

Partner

DECHERT

Krystyna M. Blakeslee is a partner in Dechert’s finance and real estate group. Ms. Blakeslee focuses her practice in

View More

Chester Lee

Chester Lee

Partner & Co-Head, Real Estate Group

DUANE MORRIS

Chester P. Lee is co-chair of Duane Morris' Real Estate Practice Group. Mr. Lee practices in the area of real estate

View More

Jeff Adler

Jeff Adler

Vice President, Matrix Products

YARDI MATRIX

Jeffrey Adler has served since 2014 as Vice President, Yardi® Matrix (the data division of Yardi Systems).

Yardi®

View More

Thomas Maira

Thomas Maira

Partner

DLA PIPER

Thomas Maira advises Real Estate private equity groups, sponsors, operators, investors, sellers, buyers, developers,

View More

Raphael Fishbach

Raphael Fishbach

Principal

MESA WEST CAPITAL

Mr. Fishbach is a Principal of the originations team at Mesa West and heads the East Coast origination platform. Prior

View More

Cord Ernst

Cord Ernst

Managing Director - Capital Markets

MAGNOLIA CAPITAL

View More

Ed Adler

Ed Adler

US Credit Products

GREENOAK REAL ESTATE

View More

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