8th Real Estate Private Equity Summit

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About The Conference

iGlobal Forum is pleased to announce the 8th Real Estate Private Equity Summit in our series!  As one of the nation's most exclusive Summit series, the event will once again gather the industry`s largest institutional investors, asset managers, hedge funds, private equity firms, investment banks, and real estate investors. The Summit will examine in great detail the performance and development trends for funds, fundraising challenges, capital structures, deal sourcing and investor due diligence.   This senior-level forum will once again be the premier platform to unite and network face-to-face with Corporate & Public Pension Plans, Insurance Companies, Private Equity Real Estate Firms, R.E.I.T’s, Real Estate Venture Capitalists, Investment Banks, Distressed Debt Firms and Investors, Hedge Funds, Real Estate Asset Management Firms, and Commercial Real Estate Executives & Advisors.

Key Topics Covered

  • Decision Making Concepts for Private Equity Real Estate in 2013
  • Private Equity Real Estate Projected Market Activity
  • PERE Fund Managers Fundraising Challenges for the Upcoming Year and Beyond
  • Investor Due Diligence & REIS Standards in Private Equity Real Estate
  • Sources of Alternative Financing for Private Equity Real Estate
  • Core Strategies vs. Opportunistic Goals in PERE Deal Making
  • Plus a pre-conference workshop on Structuring The Deal After the Senior Loan: An Overview of Subordinate Investments

Network With Leading

  • Real Estate Private Equity Firms
  • Corporate & Public Pension Plans
  • Insurance Companies
  • Investment Banks
  • Distressed Debt Firms and Investors
  • Real Estate Asset Management Firms
  • Commercial Real Estate Executives
  • Real Estate Developers, Owners & Investors
7:30 am - REGISTRATION AND NETWORKING BREAKFAST
8:30 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:40 am - MORNING KEYNOTE INTERVIEW

David M. Rubenstein is a Co-Founder and Co-CEO of The Carlyle Group, one of the world’s largest private equity firms.  Mr. Rubenstein co-founded the firm in 1987.  Since then, Carlyle has grown into one of the world’s largest and most successful investment firms, with more than 1,300 professionals operating in 32 offices in North America, South America, Europe, the Middle East, North Africa, Sub-Saharan Africa, Japan, Asia and Australia.

David M. Rubenstein

David M. Rubenstein

Co-Founder and Co-CEO

THE CARLYLE GROUP

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R. Byron Carlock, Jr.

Interviewed By:

R. Byron Carlock, Jr.

U.S. Real Estate Practice Leader

PWC

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9:30 am - PRIVATE EQUITY REAL ESTATE DECISION MAKING CONCEPTS FOR 2013
  • Investigating real estate investment decision making practices for equity investors
  • Identifying the most important stages of the process when conducting investment opportunities
  • Measuring pre-tax returns, risk adjusted benefits and how these outcomes are changing
  • What are the best benchmarks to use for improved future PERE investment decisions?
  • What are the best decision making scenarios for private investment firms?
Coburn J. Packard

Coburn J. Packard

Partner, Real Estate Group

APOLLO GLOBAL MANAGEMENT

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Hugh Macdonnell

Hugh Macdonnell

Managing Director

CLARION PARTNERS

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Paul Mouchakkaa

Paul Mouchakkaa

Executive Director

MORGAN STANLEY REAL ESTATE

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Jeffrey A. Barclay

Jeffrey A. Barclay

Managing Director

GOLDMAN, SACHS & CO

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Jay A. Neveloff

Moderator:

Jay A. Neveloff

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

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10:15 am - PRIVATE EQUITY REAL ESTATE PROJECTED MARKET ACTIVITY
  • Discussion on how the market is continuing to progress quarter by quarter
  • Addressing maturing debt in commercial real estate transactions through 2014
  • Analysis of the PERE asset class performance in 2012 across the real estate spectrum
  • What is the distribution of returns assumed by investment strategists and their predictions?
  • Will fund managers need to recapitalize to fund their equity gaps this year?
Peter DiCorpo

Peter DiCorpo

President, Managed Accounts Group

CBRE GLOBAL INVESTORS

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Peter J. Sotoloff

Peter J. Sotoloff

Managing Partner & Chief Investment Officer

MACK REAL ESTATE CREDIT STRATEGIES

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Stephen M. Coyle

Stephen M. Coyle

Chief Investment Officer, Global Realty Partners

COHEN & STEERS CAPITAL MANAGEMENT, INC.

View More

Sonny Kalsi

Sonny Kalsi

Founder & Partner

GREENOAK REAL ESTATE

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Marshall S. Brozost

Moderator:

Marshall S. Brozost

Partner

SCHULTE ROTH & ZABEL LLP

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11:00 am - MORNING NETWORKING BREAK
11:30 am - PERE FUND MANAGERS FUNDRAISING CHALLENGES FOR THIS YEAR
  • Will the fundraising environment continue to be the same throughout the remainder of 2013?
  • Convincing existing and new investors of a real estate fund investing abilities
  • How to prepare for the latest generation of fundraising techniques to use with targeted key investors?
  • Raising funds successfully and scrutinizing which paths to avoid in a funds core strategy
  • Exploring a fund’s marketing and transparency
David J. Lynn

David J. Lynn

Executive Vice President & Chief Investment Strategist

COLE REAL ESTATE INVESTMENTS

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Jonathan B. Schultz

Jonathan B. Schultz

Co-founder & Managing Principal

ONYX EQUITIES, LLC

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Josh Cleveland

Josh Cleveland

Partner

STEPSTONE

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Matt Brody

Matt Brody

Principal

WALTON STREET CAPITAL, LLC

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Joan N. Hayden

Joan N. Hayden

Vice President and Corporate Counsel

PRUDENTIAL REAL ESTATE INVESTORS

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Andre Boreas

Moderator:

Andre Boreas

Director

INTRALINKS

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12:15 pm - NETWORKING LUNCHEON
1:30 pm - AFTERNOON KEYNOTE INTERVIEW

Steve Furnary, Chairman & CEO, is one of Clarion Partners’ founders and an equity partner in the firm. He is the Chairman of Clarion Partners’ Board of Directors and Executive Board and a member of its Investment Committee. As a founding partner, Steve has been responsible for the firm’s strategic direction since its inception.  Steve is a Trustee and Governor of the Urban Land Institute, a former Chairman of the Pension Real Estate Association, and a former Chairman of the National Association of Real Estate Investment Managers.  Clarion Partners is one of the leading asset managers with over $25 billion in total assets under management.

Stephen Furnary

Stephen Furnary

Chairman & CEO

CLARION PARTNERS

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Nancy Lashine

Interviewed By:

Nancy Lashine

Managing Partner & Founder

PARK MADISON PARTNERS

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2:15 pm - INVESTOR DUE DILIGENCE & REIS STANDARDS IN PRIVATE EQUITY REAL ESTATE
  • Do standards attract capital?
  • Creating confidence in the firm’s financial information communicated to investors
  • Using fair value to support transaction decision processes
  • Are we balancing compliance requirements and useful information in our reporting?
  • Due diligence expectations for the future
Ellie Kerr

Ellie Kerr

Managing Director

J.P. MORGAN ASSET MANAGEMENT

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Timothy Peterson, CFA, CAIA, CIPM

Timothy Peterson, CFA, CAIA, CIPM

Partner

ASHLAND PARTNERS & CO. LLP

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John Baczewski, CPA

John Baczewski, CPA

Chair

REAL ESTATE INFORMATION STANDARDS BOARD

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R. Charles Tschampion, CFA

R. Charles Tschampion, CFA

Director, Special Projects

CFA INSTITUTE

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3:00 pm - AFTERNOON NETWORKING BREAK
3:30 pm - SOURCES OF ALTERNATIVE FINANCING FOR PRIVATE EQUITY REAL ESTATE
  • Forms of financing such as mezzanine debt and uni-tranches
  • Important ways to finance future investments and enhance value creation
  • Approaching the wall of debt due to be refinanced between 2013 and 2015
  • Expecting a rise in opportunities to provide alternative financing in the face of slow lending
John A. Garth

John A. Garth

Managing Director, Originations

THE PEMBROOK GROUP, LLC

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Bruce Batkin

Bruce Batkin

CEO & Co-Founder

TERRA CAPITAL PARTNERS

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Raphael Fishbach

Raphael Fishbach

Director

MESA WEST CAPITAL

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Jay Rollins

Moderator:

Jay Rollins

President & Co-Founder

JCR CAPITAL

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4:00 pm - CORE STRATEGIES VS. OPPORTUNISTIC GOALS IN PERE DEAL MAKING
  • Identifying key aspects of different investment strategies in real estate private equity
  • Discussing acquisitions, consolidations, divestitures, turnarounds & growth opportunities
  • Understanding value-added real estate investments – Joint ventures, partners, target markets etc.
  • Core Real Estate Strategies – office, retail, multifamily, industrial (Class A and B+ products)
  • Gaining the greatest relative upside potential with the least downside risk in PERE deals in 2013
Justin D. Krebs

Justin D. Krebs

Principal - Region Head

NORMANDY REAL ESTATE PARTNERS

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Peter Merrigan

Peter Merrigan

President & CEO

TAURUS INVESTMENT HOLDINGS, LLC

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John Randall

John Randall

Managing Director

PCCP LLC

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David Schwarz

David Schwarz

Senior Vice President

COLONY CAPITAL, LLC

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Thomas B. Brown

Moderator:

Thomas B. Brown

Partner

LGT CLERESTORY

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4:40 pm - NETWORKING COCKTAIL RECEPTION

Keynote Speakers

David M. Rubenstein

David M. Rubenstein

Co-Founder and Co-CEO

THE CARLYLE GROUP

David M. Rubenstein is a Co-Founder and Co-CEO of The Carlyle Group, one of the world’s largest private equity

View More

Stephen Furnary

Stephen Furnary

Chairman & CEO

CLARION PARTNERS

Stephen J. Furnary is the Chairman & CEO of Clarion Partners, LLC, as well as Chairman of its Executive

View More

Speakers

Nancy Lashine

Nancy Lashine

Managing Partner & Founder

PARK MADISON PARTNERS

With more than 25 years of real estate experience, including providing placement and strategic consulting

View More

Justin D. Krebs

Justin D. Krebs

Principal - Region Head

NORMANDY REAL ESTATE PARTNERS

Justin Krebs is a Principal and Region Head for Normandy. He is responsible for directing the firm's real estate

View More

Andre Boreas

Andre Boreas

Director

INTRALINKS

Andre Boreas is the Director of Product Marketing, Alternative Investments for Intralinks, Inc., where he leads

View More

Matt Brody

Matt Brody

Principal

WALTON STREET CAPITAL, LLC

Mr. Brody joined Walton Street in 2006 and is a Principal responsible for investor relations/client service.  Mr.

View More

R. Charles Tschampion, CFA

R. Charles Tschampion, CFA

Director, Special Projects

CFA INSTITUTE

R. Charles “Chuck” Tschampion, CFA, is Director, Special Projects, of the CFA Institute.  Among his

View More

John Baczewski, CPA

John Baczewski, CPA

Chair

REAL ESTATE INFORMATION STANDARDS BOARD

John Baczewski, CPA, is president of Real Estate Fiduciary Services, LLC (REFS), which provides independent

View More

Jonathan B. Schultz

Jonathan B. Schultz

Co-founder & Managing Principal

ONYX EQUITIES, LLC

Throughout his nearly twenty five-year career in real estate, Jonathan B. Schultz has remained passionately

View More

John A. Garth

John A. Garth

Managing Director, Originations

THE PEMBROOK GROUP, LLC

Mr. Garth leads new business originations for The Pembrook Group, a debt investment fund management firm that has

View More

Jay Rollins

Jay Rollins

President & Co-Founder

JCR CAPITAL

Mr. Rollins is President and co-founder of JCR Capital, LLC (Johnson Capital/Rollins). JCR Capital is a specialty

View More

Josh Cleveland

Josh Cleveland

Partner

STEPSTONE

Mr. Cleveland focuses on real estate investments, including co-investments, joint ventures, recapitalizations and

View More

Peter DiCorpo

Peter DiCorpo

President, Managed Accounts Group

CBRE GLOBAL INVESTORS

Peter DiCorpo has been with CBRE Global Investors since 2008. He initially served as the firm’s Global Chief

View More

Hugh Macdonnell

Hugh Macdonnell

Managing Director

CLARION PARTNERS

Hugh Macdonnell, equity owner and Managing Director, is the Head of Client Capital Management for Clarion

View More

David J. Lynn

David J. Lynn

Executive Vice President & Chief Investment Strategist

COLE REAL ESTATE INVESTMENTS

David Lynn, Ph.D., serves as Executive Vice President and Chief Investment Strategist at Cole Real Estate

View More

Bruce Batkin

Bruce Batkin

CEO & Co-Founder

TERRA CAPITAL PARTNERS

Bruce Batkin co-founded and is Chief Executive Officer of Terra Capital Partners. Mr. Batkin has over 35 years’

View More

Ellie Kerr

Ellie Kerr

Managing Director

J.P. MORGAN ASSET MANAGEMENT

Ellie Kerr, Managing Director, is J.P. Morgan Asset Management – Global Real Assets director of valuations. An

View More

Raphael Fishbach

Raphael Fishbach

Director

MESA WEST CAPITAL

Raphael Fishbach is a director and head of east coast originations at Mesa West Capital. With offices in Los

View More

Sonny Kalsi

Sonny Kalsi

Founder & Partner

GREENOAK REAL ESTATE

Sonny Kalsi is a Founder and Partner of GreenOak Real Estate, an independent, partner-owned real estate principal

View More

Peter J. Sotoloff

Peter J. Sotoloff

Managing Partner & Chief Investment Officer

MACK REAL ESTATE CREDIT STRATEGIES

Peter Sotoloff serves as Co-Founder, Managing Member & Chief Investment Officer of Mack Real Estate Credit

View More

David Schwarz

David Schwarz

Senior Vice President

COLONY CAPITAL, LLC

Mr. Schwarz is currently a Senior Vice President at Colony Capital, LLC, and is responsible for the

View More

Thomas B. Brown

Thomas B. Brown

Partner

LGT CLERESTORY

Mr. Brown is a Partner at LGT Clerestory LLC (formerly part of Clerestory Capital Partners, LLC) where he serves

View More

Paul Mouchakkaa

Paul Mouchakkaa

Executive Director

MORGAN STANLEY REAL ESTATE

Paul Mouchakkaa is an Executive Director of Morgan Stanley and Head of Global Research and Strategy for the

View More

Jeffrey A. Barclay

Jeffrey A. Barclay

Managing Director

GOLDMAN, SACHS & CO

Jeffrey is responsible for the Real Estate Investment Group (REIG) within the Investment Management Division,

View More

Peter Merrigan

Peter Merrigan

President & CEO

TAURUS INVESTMENT HOLDINGS, LLC

As CEO and co-founder of Taurus, Peter defines the overall strategy of the company and oversees its execution.

View More

Stephen M. Coyle

Stephen M. Coyle

Chief Investment Officer, Global Realty Partners

COHEN & STEERS CAPITAL MANAGEMENT, INC.

Steve joined Cohen & Steers in May 2008 as the Chief Investment Officer for Global Realty Partners, a private

View More

John Randall

John Randall

Managing Director

PCCP LLC

John W. Randall is a Senior Vice President of PCCP, LLC.  Mr. Randall joined PCCP in December 2009 and focuses on

View More

Coburn J. Packard

Coburn J. Packard

Partner, Real Estate Group

APOLLO GLOBAL MANAGEMENT

 

Coburn Packard is a Partner at Apollo Global Management, responsible for the firm’s U.S. real estate equity

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

Marshall S. Brozost

Marshall S. Brozost

Partner

SCHULTE ROTH & ZABEL LLP

Marshall S. Brozost is a partner with Schulte Roth & Zabel, where his practice deals with all aspects of

View More

R. Byron Carlock, Jr.

R. Byron Carlock, Jr.

U.S. Real Estate Practice Leader

PWC

Byron currently serves as the U.S. Real Estate Practice Leader.  Byron joined PwC after a distinguished career in

View More

Timothy Peterson, CFA, CAIA, CIPM

Timothy Peterson, CFA, CAIA, CIPM

Partner

ASHLAND PARTNERS & CO. LLP

Timothy is a Partner with Ashland Partners, an investment-specialist CPA firm, providing audit and consulting

View More

Joan N. Hayden

Joan N. Hayden

Vice President and Corporate Counsel

PRUDENTIAL REAL ESTATE INVESTORS

Joan Hayden is a Vice President and Corporate Counsel of Prudential Financial, Inc., supporting PREI®, its

View More

Pre-Conference Workshop

STRUCTURING THE DEAL AFTER THE SENIOR LOAN: AN OVERVIEW OF SUBORDINATE INVESTMENTS

Wednesday March 6, 2013 | 7:15 am to 8:30 am

What will be covered?

  • Review of the structure and investment criteria of mezzanine loans, B notes and second trusts
  • Explore how mezzanine debt is structured, priced and the relationship between the sponsor and the first trust lender
  • Analyze Subordinate Investments: How to tell good deals from bad deals
  • Comparing Mezzanine Financing and Equity Financing
  • Structuring Around the Senior Debt
  • Risk/Reward Continuum & The Subordinate Investment
  • Exit Strategies for Subordinate Investment

 

How you will benefit:

  • Gain a good working knowledge of the risks and rewards of mezzanine finance
  • Understand both the provider of equity (investor) and the user of equity (sponsor) perspectives
  • Benefit from an in-depth review of how real estate joint ventures are structured and how different structures can provide different risk and return profiles for the investor
Jay Rollins

Jay Rollins

President & Co-Founder

JCR CAPITAL

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Sponsors

Media Partners

  • Register by

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  • January 20, 2013

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  • February 8, 2013

    $949

    $249

    $1,145

  • February 20, 2013

    $999

    $299

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  • March 6, 2013

    $1,099

    $349

    $1,445

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 Plaza The Plaza

The Plaza

770 Fifth Avenue

New York, NY

 

(212) 759-3000

http://www.fairmont.com/the-plaza-new-york/

 

One of America's most celebrated hotels, The Plaza Hotel is a timeless cultural landmark. Located at Fifth Avenue and overlooking picturesque Central Park South, this luxury hotel was constructed in the most fashionable residential section of New York City. 

 

David M. Rubenstein

David M. Rubenstein

Co-Founder and Co-CEO

THE CARLYLE GROUP

David M. Rubenstein is a Co-Founder and Co-CEO of The Carlyle Group, one of the world’s largest private equity

View More

Stephen Furnary

Stephen Furnary

Chairman & CEO

CLARION PARTNERS

Stephen J. Furnary is the Chairman & CEO of Clarion Partners, LLC, as well as Chairman of its Executive Board. 

View More

Nancy Lashine

Nancy Lashine

Managing Partner & Founder

PARK MADISON PARTNERS

With more than 25 years of real estate experience, including providing placement and strategic consulting

View More

Justin D. Krebs

Justin D. Krebs

Principal - Region Head

NORMANDY REAL ESTATE PARTNERS

Justin Krebs is a Principal and Region Head for Normandy. He is responsible for directing the firm's real estate

View More

Andre Boreas

Andre Boreas

Director

INTRALINKS

Andre Boreas is the Director of Product Marketing, Alternative Investments for Intralinks, Inc., where he leads the

View More

Matt Brody

Matt Brody

Principal

WALTON STREET CAPITAL, LLC

Mr. Brody joined Walton Street in 2006 and is a Principal responsible for investor relations/client service.  Mr.

View More

R. Charles Tschampion, CFA

R. Charles Tschampion, CFA

Director, Special Projects

CFA INSTITUTE

R. Charles “Chuck” Tschampion, CFA, is Director, Special Projects, of the CFA Institute.  Among his

View More

John Baczewski, CPA

John Baczewski, CPA

Chair

REAL ESTATE INFORMATION STANDARDS BOARD

John Baczewski, CPA, is president of Real Estate Fiduciary Services, LLC (REFS), which provides independent fiduciary

View More

Jonathan B. Schultz

Jonathan B. Schultz

Co-founder & Managing Principal

ONYX EQUITIES, LLC

Throughout his nearly twenty five-year career in real estate, Jonathan B. Schultz has remained passionately committed

View More

John A. Garth

John A. Garth

Managing Director, Originations

THE PEMBROOK GROUP, LLC

Mr. Garth leads new business originations for The Pembrook Group, a debt investment fund management firm that has

View More

Jay Rollins

Jay Rollins

President & Co-Founder

JCR CAPITAL

Mr. Rollins is President and co-founder of JCR Capital, LLC (Johnson Capital/Rollins). JCR Capital is a specialty real

View More

Josh Cleveland

Josh Cleveland

Partner

STEPSTONE

Mr. Cleveland focuses on real estate investments, including co-investments, joint ventures, recapitalizations and

View More

Peter DiCorpo

Peter DiCorpo

President, Managed Accounts Group

CBRE GLOBAL INVESTORS

Peter DiCorpo has been with CBRE Global Investors since 2008. He initially served as the firm’s Global Chief

View More

Hugh Macdonnell

Hugh Macdonnell

Managing Director

CLARION PARTNERS

Hugh Macdonnell, equity owner and Managing Director, is the Head of Client Capital Management for Clarion Partners. He

View More

David J. Lynn

David J. Lynn

Executive Vice President & Chief Investment Strategist

COLE REAL ESTATE INVESTMENTS

David Lynn, Ph.D., serves as Executive Vice President and Chief Investment Strategist at Cole Real Estate Investments.

View More

Bruce Batkin

Bruce Batkin

CEO & Co-Founder

TERRA CAPITAL PARTNERS

Bruce Batkin co-founded and is Chief Executive Officer of Terra Capital Partners. Mr. Batkin has over 35 years’

View More

Ellie Kerr

Ellie Kerr

Managing Director

J.P. MORGAN ASSET MANAGEMENT

Ellie Kerr, Managing Director, is J.P. Morgan Asset Management – Global Real Assets director of valuations. An

View More

Raphael Fishbach

Raphael Fishbach

Director

MESA WEST CAPITAL

Raphael Fishbach is a director and head of east coast originations at Mesa West Capital. With offices in Los Angeles

View More

Sonny Kalsi

Sonny Kalsi

Founder & Partner

GREENOAK REAL ESTATE

Sonny Kalsi is a Founder and Partner of GreenOak Real Estate, an independent, partner-owned real estate principal

View More

Peter J. Sotoloff

Peter J. Sotoloff

Managing Partner & Chief Investment Officer

MACK REAL ESTATE CREDIT STRATEGIES

Peter Sotoloff serves as Co-Founder, Managing Member & Chief Investment Officer of Mack Real Estate Credit

View More

David Schwarz

David Schwarz

Senior Vice President

COLONY CAPITAL, LLC

Mr. Schwarz is currently a Senior Vice President at Colony Capital, LLC, and is responsible for the identification,

View More

Thomas B. Brown

Thomas B. Brown

Partner

LGT CLERESTORY

Mr. Brown is a Partner at LGT Clerestory LLC (formerly part of Clerestory Capital Partners, LLC) where he serves on the

View More

Paul Mouchakkaa

Paul Mouchakkaa

Executive Director

MORGAN STANLEY REAL ESTATE

Paul Mouchakkaa is an Executive Director of Morgan Stanley and Head of Global Research and Strategy for the Morgan

View More

Jeffrey A. Barclay

Jeffrey A. Barclay

Managing Director

GOLDMAN, SACHS & CO

Jeffrey is responsible for the Real Estate Investment Group (REIG) within the Investment Management Division, which

View More

Peter Merrigan

Peter Merrigan

President & CEO

TAURUS INVESTMENT HOLDINGS, LLC

As CEO and co-founder of Taurus, Peter defines the overall strategy of the company and oversees its execution. Peter

View More

Stephen M. Coyle

Stephen M. Coyle

Chief Investment Officer, Global Realty Partners

COHEN & STEERS CAPITAL MANAGEMENT, INC.

Steve joined Cohen & Steers in May 2008 as the Chief Investment Officer for Global Realty Partners, a private

View More

John Randall

John Randall

Managing Director

PCCP LLC

John W. Randall is a Senior Vice President of PCCP, LLC.  Mr. Randall joined PCCP in December 2009 and focuses on East

View More

Coburn J. Packard

Coburn J. Packard

Partner, Real Estate Group

APOLLO GLOBAL MANAGEMENT

 

Coburn Packard is a Partner at Apollo Global Management, responsible for the firm’s U.S. real estate equity

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

Marshall S. Brozost

Marshall S. Brozost

Partner

SCHULTE ROTH & ZABEL LLP

Marshall S. Brozost is a partner with Schulte Roth & Zabel, where his practice deals with all aspects of commercial

View More

R. Byron Carlock, Jr.

R. Byron Carlock, Jr.

U.S. Real Estate Practice Leader

PWC

Byron currently serves as the U.S. Real Estate Practice Leader.  Byron joined PwC after a distinguished career in the

View More

Timothy Peterson, CFA, CAIA, CIPM

Timothy Peterson, CFA, CAIA, CIPM

Partner

ASHLAND PARTNERS & CO. LLP

Timothy is a Partner with Ashland Partners, an investment-specialist CPA firm, providing audit and consulting services

View More

Joan N. Hayden

Joan N. Hayden

Vice President and Corporate Counsel

PRUDENTIAL REAL ESTATE INVESTORS

Joan Hayden is a Vice President and Corporate Counsel of Prudential Financial, Inc., supporting PREI®, its investment

View More

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