Co-Investment Dealmakers Meeting 2018

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About The Conference

iGlobal Forum is pleased to announce the upcoming Co-Investment Dealmakers Meeting, taking place in New York on October 17th 2018. The wave of co-investment continues to sweep across the institutional real estate industry. This one-day meeting will outline the opportunities for co-investing for both LPs and GPs. LPs are searching for lower costs and additional transparency, while GPs are using co-investments as a way to increase deal flow and attempting to target larger investments. Co-investment remains a smarter way to invest by spreading risk in multiple property types and locations. The Co-Investment Dealmakers Meeting will bring together tools, data, community and experts to help you make investment decisions. Topics to be addressed include how to overcome short time frames for valuations, due diligence, governance, tax, rights, and other issues. Attendees will have the opportunity to learn how a robust co-investment strategy will diversify access to the property market by lowering barriers to entry.

Key Topics Covered

  • Understanding the drivers and players of co-investing
  • Macroeconomic developments pushing the trend of co-investing forward
  • Avoiding errors and practicing thorough due diligence in co-investment while complying with the shortened timelines
  • The importance of building relationships and connections in getting involved in co-investments
  • How to effectively negotiate mutually beneficial terms for the best outcome
  • Understanding the changes in the regulatory environment, and staying up to date with compliance and transparency requirements by the SEC
  • How the direct investing environment is having an impact on private equity
  • Find the best opportunities for you in alternative co-investment strategies and structures

Network With Leading

• Limited Partners
• Institutional Investors
• Venture Capitalists
• Private Equity Firms
• Mezzanine Lenders
• Portfolio Managers
• Operating Partners
• Investment bankers
• Law firms
• Research and Advisory Firms

Speakers

Diego Hodara

Diego Hodara

Founder & CEO

TITANIUM REALTY GROUP LLC

DIEGO HODARA is the founder and CEO of Titanium Realty Group, a real estate investment and development company

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Joel Breitkopf

Joel Breitkopf

Principal

ALCHEMY PROPERTIES

Joel Breitkopf, Principal of Alchemy Properties, has been in the real estate industry his entire thirty year

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Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

Mr. Raisner is the Founder and CEO of Proteus Capital Management, a private real estate investment firm

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Andrew Jacobs

Andrew Jacobs

Managing Director – Head of Co-Investment

METROPOLITAN REAL ESTATE

Andrew Jacobs is a Managing Director of Metropolitan and is a senior member of the investment team. He has more

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Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

Kurt Carlton is the CTO of Sherman Bridge Lending, a finance company designed to fulfill the needs of borrowers

View More

Gib Hale

Gib Hale

VP Acquisitions

BRICK LANE LLC

Gib Hale has worked on over $6 billion of closed real estate transactions in his career with a focus on cash

View More

G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

SCARAB FUNDS

G. Benjamin Bingham CFP™ is the author of Making Money Matter…Impact Investing to Change the World. He is also

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Kyle Turner

Kyle Turner

Vice President- Director of Investments

EQUUS CAPITAL PARTNERS, LTD.

Mr. Turner is currently Vice President, Director of Investments for Equus. In his current role, Mr. Turner is

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Dev Subhash

Dev Subhash

Partner

STEPSTONE REAL ESTATE

Mr. Subhash leads StepStone real estate’s research and fund investment activities. He is also involved in

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Christopher Sheedy

Christopher Sheedy

SVP Specialty Real Estate

AMERISERV TRUST AND FINANCIAL SERVICES COMPANY

A commercial real estate finance professional for 27 years, Chris began his career with the predecessor bank to

View More

WORKSHOP A:

CO-INVESTMENT: A BEST PRACTICE FRAMEWORK FOR LPs

Wednesday October 17, 2018 | 9:30 am to 11:30 am

Co-investment remains an increasingly popular equity crowdfunding investment option for LPs. Attend this session to equip yourself with the tools to undergo a co-investing program in 2019. Understand the opportunities, be prepared for the risks.

  • Deal analysis: an outline of successful co-investment deals for the real-estate market
  • Where, why, when and how co-investments make the most sense: scoping out the potential to yield maximum value and return
  • Outlining key legal, regulatory and investments risks
  • What are the do’s and don’ts for LPs commencing a co-investing program?
  • An A to Z guide Developing a robust co-investment strategy: resourcing to implementation and management 
  • Scaling up your co-investment team, sourcing deals for continuous dealflow, and co-investment selection to ensure diversification and quality
  • Understanding the strategic differences and opportunities between private equity, growth equity, venture capital, socially responsible, and credit co-investments
G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

SCARAB FUNDS

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Andrew Jacobs

Andrew Jacobs

Managing Director – Head of Co-Investment

METROPOLITAN REAL ESTATE

View More

Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

View More

Dev Subhash

Dev Subhash

Partner

STEPSTONE REAL ESTATE

View More

WORKSHOP B

STRUCTURING, NEGOTIATING AND CLOSING A CO-INVESTMENT DEAL: TOP TIPS FOR GPs, LPs AND SPONSORS

Wednesday October 17, 2018 | 1:00 pm to 2:30 pm

This workshop will examine the nuts and bolts of a co-investment strategyfor all stakeholdersacross all real estate asset classes.

  • Outlining the processes for effective due diligence and investment evaluation per deal type: differences and commonalities between big syndications vs. fundless sponsor deals
  • Partner selection – defining criteria and aligning strategies and objectives
  • The role of the sponsor – key priorities, considerations and actions
  • Risk mitigation strategies for sponsors
  • Key points to look for in negotiating mutually agreeable terms, and making sure you have the right protection when looking at potential risks
  • Identifying and allocating obligations, risks and responsibilities across stakeholders
  • Best practices in due diligence, tax structuring and corporate governance
  • Negotiating the best allocation of a co-investment, and how to work with a GP: what can you negotiate?
  • Understanding the process for investing alongside sponsors, and the process for management screening

 

Diego Hodara

Diego Hodara

Founder & CEO

TITANIUM REALTY GROUP LLC

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Joel Breitkopf

Joel Breitkopf

Principal

ALCHEMY PROPERTIES

View More

WORKSHOP C

ALTERNATIVE STRUCTURE AND STRATEGIES FOR CO-INVESTMENT CAPITAL RAISING

Wednesday October 17, 2018 | 2:45 pm to 4:45 pm

This in-depth workshop will provide a step-by-step guide to the co-investment capital raising process – key stakeholders, project requirements and legal obligations.

  • Strategies to raise capital– what are investors looking for?
  • Issues to spot and raise when making a co-investment
  • Single trade co-investments vs. sub-debt and equity funds: deconstructing alternative structures and analyzing the strategies associated with managing each
  • The role of fund sponsors and how they utilize co-investments
  • Working with independent sponsors, and the impact they have had on the co-investment environment
  • Effective capital raising on a deal-by-deal basis

 

Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

View More

Gib Hale

Gib Hale

VP Acquisitions

BRICK LANE LLC

View More

Kyle Turner

Kyle Turner

Vice President- Director of Investments

EQUUS CAPITAL PARTNERS, LTD.

View More

Christopher Sheedy

Christopher Sheedy

SVP Specialty Real Estate

AMERISERV TRUST AND FINANCIAL SERVICES COMPANY

View More

Media Partners

  • Register by

    Individual Workshop

    Full Workshop Pass

  • August 5, 2018

    $249

    $599

  • September 10, 2018

    $299

    $699

  • October 1, 2018

    $349

    $799

  • October 17, 2018

    $399

    $899

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
Hotel Plaza Athenee Hotel Plaza Athenee

Hotel Plaza Athenee

37 East 64 Street

New York, NY

 

12139103837

https://www.plaza-athenee.com/

 

Located on tree lined East 64th Street between Park and Madison Avenue, the Hôtel Plaza Athénée is surrounded by the city’s most distinguished designer boutiques and world-renowned museums. Hôtel Plaza Athénée is just steps from Central Park and within walking distance of the Metropolitan Museum of Art, the Guggenheim, Frick and the Museum of Modern Art (MOMA).

For discounted sleeping room rates and to be placed under iGlobal Forum’s room block, please contact us at info@iglobalforum.com.

 

Diego Hodara

Diego Hodara

Founder & CEO

TITANIUM REALTY GROUP LLC

DIEGO HODARA is the founder and CEO of Titanium Realty Group, a real estate investment and development company focused

View More

Joel Breitkopf

Joel Breitkopf

Principal

ALCHEMY PROPERTIES

Joel Breitkopf, Principal of Alchemy Properties, has been in the real estate industry his entire thirty year career.

View More

Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

Mr. Raisner is the Founder and CEO of Proteus Capital Management, a private real estate investment firm headquartered

View More

Andrew Jacobs

Andrew Jacobs

Managing Director – Head of Co-Investment

METROPOLITAN REAL ESTATE

Andrew Jacobs is a Managing Director of Metropolitan and is a senior member of the investment team. He has more than 25

View More

Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

Kurt Carlton is the CTO of Sherman Bridge Lending, a finance company designed to fulfill the needs of borrowers who

View More

Gib Hale

Gib Hale

VP Acquisitions

BRICK LANE LLC

Gib Hale has worked on over $6 billion of closed real estate transactions in his career with a focus on cash flowing

View More

G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

SCARAB FUNDS

G. Benjamin Bingham CFP™ is the author of Making Money Matter…Impact Investing to Change the World. He is also the

View More

Kyle Turner

Kyle Turner

Vice President- Director of Investments

EQUUS CAPITAL PARTNERS, LTD.

Mr. Turner is currently Vice President, Director of Investments for Equus. In his current role, Mr. Turner is

View More

Dev Subhash

Dev Subhash

Partner

STEPSTONE REAL ESTATE

Mr. Subhash leads StepStone real estate’s research and fund investment activities. He is also involved in various

View More

Christopher Sheedy

Christopher Sheedy

SVP Specialty Real Estate

AMERISERV TRUST AND FINANCIAL SERVICES COMPANY

A commercial real estate finance professional for 27 years, Chris began his career with the predecessor bank to PNC

View More

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