About The Conference:

iGlobal Forum is pleased to announce the 4th Real Estate Mezzanine Financing Summit due to take place on May 8th, 2013 in New York City.  The gap between first mortgage lending and the equity that investors have to re-finance deals continues to drive the market for mezzanine debt.  But mezzanine financing is a non-transparent market, with no benchmarks and an inefficient pricing mechanism and there has been a great deal of restructuring since the onset of the financial crisis. iGlobal Forum’s 4th Real Estate Mezzanine Financing Summit will keep you up-to-date with this constantly evolving field, by putting you face to face with the sector’s most active and innovative dealmakers.  This senior-level forum will once again provide the perfect platform to meet face-to-face and network with developers, owners, operators, hedge funds, private equity firms, real estate asset managers, investment banks, private finance companies, institutional investors, and distressed debt firms to address the future of the industry.

KEY TOPICS THAT WILL BE COVERED:

  • Essential Market Outlook for 2013
  • Distressed Mortgage Debt & Other Opportunities in Real Estate
  • Finding Opportunistic Returns in the Real Estate Sector
  • Improving the Relationship between Mezzanine Providers and Others in the Capital Stack
  • Understanding Negotiating and Drafting Intercreditor Agreements
  • Improving the Workout Process
  • Exploiting the Potential within: Multi-family, Secondary & Tertiary Markets, and the Middle Market

NETWORK WITH LEADING:

  • Private Mezzanine Loan Firms
  • Finance Lenders
  • Private Equity Firms
  • Hedge Funds
  • Institutional Real Estate Investors
  • Investment Banks
  • Distressed Debt Firms and Investors
  • Real Estate Asset Management Firms
  • Commercial Real Estate Executives
  • Real Estate Developers, Owners & Investors

PHOTOS FROMPREVIOUS EVENTS:

Speakers
Bruce Cohen
Senior Partner
ARES MANAGEMENT LLC


Bruce Cohen
Senior Partner, ARES MANAGEMENT LLC

Bruce R. Cohen joined Ares Management in August 2011 as a Senior Partner and is President and Chief Operating Officer of Ares Commercial Real Estate Corporation, a publicly traded specialty finance company. Prior to joining Ares, Mr. Cohen was Chairman of the Board and Chief Executive Officer of  Wrightwood Capital, where he was responsible for overseeing the firm’s investment activities, portfolio management, new product development, and investor relations. Mr. Cohen holds an MBA from the University of Chicago and a BA from Tufts University. Mr. Cohen serves on the Board of Wrightwood Capital, as well as Erdman, one of the nation’s leading providers of project related services to the healthcare community. He is a member of the Urban Land Institute, the Pension Real Estate Association, the CRE Finance Council and the Real Estate Roundtable, where he formerly served as the Co-Chair of the Real Estate Capital Policy Advisory Committee and Chair of the Research Committee. In addition, Mr. Cohen is a member of The Economic Club of Chicago, and serves on the Real Estate Advisory Board of the Kellogg School of Management at Northwestern University. Mr. Cohen has been a guest lecturer at the University of Chicago Booth School of Business, Kellogg School of Management, and Northwestern Law School.

Peter J. Sotoloff
Managing Director
THE BLACKSTONE GROUP


Peter J. Sotoloff
Managing Director, THE BLACKSTONE GROUP

Peter Sotoloff is a Managing Director of Blackstone Real Estate Debt Strategies fund series and is a founding Member of the Advisor.  Mr. Sotoloff oversees structured finance acquisitions including both origination and legacy loan portfolio investment activities on behalf of the fund.  Mr. Sotoloff is a member of the Investment Committee for Blackstone Mortgage Trust (NYSE: BXMT) and serves on the board of Landmark Apartment Trust.  Mr. Sotoloff is based in New York. Prior to joining Blackstone, Mr. Sotoloff was a Principal at Tribeca Associates, an institutionally capitalized owner, operator and developer in New York City. Mr. Sotoloff oversaw the acquisition, financing and development of large scale office, lodging, for-sale residential and mixed-use assets and portfolios. Prior to that, Mr. Sotoloff oversaw US financing, nonperforming loan acquisition and global currency and interest rate risk management strategies for the Morgan Stanley Real Estate Funds, a series of global opportunity funds. In addition, Mr. Sotoloff was involved with the management of the Morgan Stanley Real Estate Special Situations Fund investment program. Prior to joining Morgan Stanley, Mr. Sotoloff was with Goldman Sachs’ Whitehall Funds, a global real estate opportunity fund sponsor. Mr. Sotoloff has been involved in analyzing and structuring acquisitions and financing for numerous real estate investments across all property types and geographies. Mr. Sotoloff graduated with highest honors from the Wharton School of the University of Pennsylvania with a BS in Finance with concentrations in Finance, Real Estate Finance and Management, and completed the International Business Strategies Program at the London School of Economics. Mr. Sotoloff is a member of the Real Estate Board of New York, the Urban Land Institute, the CRE Finance Council and the International Council of Shopping Centers.

Gianluca Montalti
Vice President
TORCHLIGHT INVESTORS


Gianluca Montalti
Vice President, TORCHLIGHT INVESTORS

Gianluca Montalti joined Torchlight Investors (formerly ING Clarion Capital) in 2009 and is a Vice President and Team Leader in the distressed debt workout group.  His portfolio includes all property types across markets including all hotels that are either REO or in receivership.  He has 15 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 real estate debt and equity investments ranging across asset classes and risk profiles.  Gianluca holds an MBA from the University of Chicago and a BBA with Distinction from the University of Michigan.

Bruce Batkin
President & Chief Executive Officer
TERRA CAPITAL PARTNERS


Bruce Batkin
President & Chief Executive Officer, TERRA CAPITAL PARTNERS

 

Bruce Batkin is Co-Founder, President and Chief Executive Officer of Terra Capital Partners, a private real estate funds management firm focused primarily on mezzanine and preferred equity investments.  Since its founding, Terra has originated and managed investments in over 35 million square feet of property nationwide with a value of nearly $5 billion. It is the sponsor of the Terra Secured Income series of fixed income funds. For the past 35 years, Mr. Batkin has been active in real estate acquisition, finance, investment banking and development and has structured transactions with an asset value of over $10 billion.  Prior to co-founding Terra in 2002, he held senior management positions at Merrill Lynch & Co., Donaldson, Lufkin & Jenrette, ABN AMRO and several private real estate development partnerships. He is a member of the Urban Land Institute and a frequent speaker at real estate industry events. Mr. Batkin received his Bachelor of Architecture degree from Cornell University and an MBA degree from Harvard Business School. 

Bruce Batkin is Co-Founder, President and Chief Executive Officer of Terra Capital Partners, a private real estate funds management firm focused primarily on mezzanine and preferred equity investments.  Since its founding, Terra has originated and managed investments in over 35 million square feet of property nationwide with a value of nearly $5 billion. It is the sponsor of the Terra Secured Income series of fixed income funds. For the past 35 years, Mr. Batkin has been active in real estate acquisition, finance, investment banking and development and has structured transactions with an asset value of over $10 billion.  Prior to co-founding Terra in 2002, he held senior management positions at Merrill Lynch & Co., Donaldson, Lufkin & Jenrette, ABN AMRO and several private real estate development partnerships. He is a member of the Urban Land Institute and a frequent speaker at real estate industry events. Mr. Batkin received his Bachelor of Architecture degree from Cornell University and an MBA degree from Harvard Business School. 

 

Warren de Haan
Chief Originations Officer & Managing Director
STARWOOD PROPERTY TRUST


Warren de Haan
Chief Originations Officer & Managing Director , STARWOOD PROPERTY TRUST

Warren de Haan is the Chief Originations Officer at Starwood Property Trust and a Managing Director at Starwood Capital Group.  He is responsible for national originations including bridge loans, mezzanine loans and preferred equity and is a member of the investment committee.  Starwood Property Trust is the largest commercial mortgage REIT with a market capitalization of approximately $3 billion.

Prior to Starwood, he was co-head of national originations at Countrywide Financial Corporation and was on the management team that founded and built Countrywide Financial Corporation’s CRE finance business into one of the largest in the United States, closing over $1 billion in loans monthly. Countrywide’s CRE debt business unit remained profitable throughout the financial turmoil of 2007 and 2008.  Mr. de Haan was also a founding partner of Coastal Capital Partners, LLC ("CCP") where he focused on acquiring distressed debt and advising clients on restructurings. Prior to that he worked at Nomura Securities where he was a member of the New York based large loan group.  He is a member of the Urban Land Institute and the International Council of Shopping Centers.

Mr. de Haan received a B.S. degree (with concentrations in Real Estate and Finance) from the Cornell School of Hotel Administration, where he graduated with distinction. He also graduated from Hotel Institute Montreux, Switzerland, where he obtained his Swiss Hotel Diploma and American Hotel and Motel Association Diplomas.

Harris Trifon
Portfolio Manager and Research Analyst
WESTERN ASSET MANAGEMENT CO.


Harris Trifon
Portfolio Manager and Research Analyst, WESTERN ASSET MANAGEMENT CO.
David Spoont
President
HAVERFORD CAPITAL MANAGEMENT, INC.


David Spoont
President, HAVERFORD CAPITAL MANAGEMENT, INC.

Mr. Spoont is the president and founder of Haverford Capital Management, Inc., a Plymouth Meeting, Pennsylvania based company specializing in providing financing and investment sales disposition services to real estate advisors and operating companies.  Haverford Capital Management, Inc.’s client list includes Urdang Capital Management, Inc., a wholly owned subsidiary of Bank of New York Mellon Corporation, and several of Urdang’s joint venture partners.  Mr. Spoont has over 30 years of real estate finance and management expertise.  Prior to founding Haverford Capital Management, Inc., Mr. Spoont was the Senior Vice President of Finance and Dispositions for Urdang Capital Management, Inc. headquartered in Plymouth Meeting, Pennsylvania.  During Mr. Spoont’s four years at Urdang, he was responsible for its capital markets activities and oversaw the disposition of properties valued in excess of $430M, procurement of over $550M of new financing and the restructuring of over $200M of existing debt.  Mr. Spoont worked with almost all of Urdang's partners and added considerable value to Urdang’s and its partners’ collective financing and disposition efforts.  Mr. Spoont is highly regarded for his insightful knowledge of the capital markets and numerous relationships with lenders and brokers, which have resulted in many successful property sales and procurements of financing for investment properties.  He has spoken at NYU, St. Joseph’s University and the University of Pennsylvania as an invited panelist for real estate events sponsored by CoreNet Global and ULI. 

 

Mr. Spoont is also a frequently invited panelist at real estate events held in New York sponsored by Information Management Network and iGlobal Forum.  Mr. Spoont’s experience includes the disposition and financing of a wide range of property types including multifamily, retail, office, light industrial, and self-storage.  His experience also includes the management and development of many of these asset types.  Prior to joining Urdang in 2008, he was Chief Investment Officer of Brandywine Construction & Management, Inc., a Philadelphia-based developer and owner/operator of apartments and mixed-use properties, where he was involved in all aspects of the business, including acquisitions, asset management, financings and dispositions.


Mr. Spoont received a B.S. in Finance and Economics from Lehigh University and an M.B.A. from The University of Pittsburgh.

Tim Wang
Senior Vice President
CLARION PARTNERS


Tim Wang
Senior Vice President, CLARION PARTNERS

Tim Wang, Ph.D. is a Senior Vice President and Senior Investment Strategist at Clarion Partners. He joined the firm in 2006 and helps manage $22 billion private equity real estate investment. He is responsible for macroeconomic analysis, portfolio strategies, market forecasting, and client services. Tim has published numerous real estate research articles and co-authored four real estate strategy books, including Active Private Equity Real Estate Strategy (2009) and Emerging Market Real Estate Investment: Investing in China, India, and Brazil (2010). Prior to Clarion Partners, he worked at Federal Home Loan Bank of New York (FHLBNY). Tim holds an MBA from New York University and a Ph.D. from University of Georgia.

Debra Morgan
Managing Director
C-III ASSET MANAGEMENT, LLC


Debra Morgan
Managing Director, C-III ASSET MANAGEMENT, LLC

Debra Morgan is a Managing Director of C-III Asset Management, LLC (C-III).  Ms. Morgan joined C-III in May 2010 and is responsible for the management of a $6+ billion portfolio of performing and non-performing commercial mortgage loans to institutional real estate investors.  Prior to joining C-III, Ms. Morgan served as Vice President for CLMG Corp., a Beal Bank affiliate, managing loan administration and participant-bank communications, assisting with bank exams and asset reviews/loan classifications, and the creation and implementation of the commercial mortgage loan servicing group.

 

From 2006 through 2009, Ms. Morgan was a principal with Saxton Morgan Realty Advisors and provided institutional investors and loan servicers with portfolio, asset management and underwriting services; rating agency reviews; securitization and reporting packages.  From 1993 to 2006, Ms. Morgan was employed with J.E. Robert Companies and most recently served as a Vice President of Special Servicing, serving on the credit committee, negotiating servicing agreements and overseeing the management of commercial loans and real estate owned for 40+ CMBS transactions with a combined par value in excess of $40 billion. Ms. Morgan also gained experience as an analyst at Nationwide Capital, a subsidiary of HomeFed Bank, and at Sunbelt Savings, FSB.

 

Ms. Morgan received a Bachelor of Arts – Interdisciplinary Studies from The University of Texas at Dallas in 1995. Ms. Morgan serves on the Greenhill School Parent’s Association and has served on the boards of The Real Estate Council Foundation, CREW Dallas and the Greenhill School Parent’s Association.

Leslie Wohlman Himmel
Managing Partner
HIMMEL + MERINGOFF PROPERTIES


Leslie Wohlman Himmel
Managing Partner, HIMMEL + MERINGOFF PROPERTIES

As Co- Managing Partner of Himmel + Meringoff Properties since 1985, Ms. Himmel has been recognized as the highest ranking female landlord in New York’s commercial real estate marketplace.  Together with partner Stephen Meringoff, they own and control a commercial property portfolio in New York City comprised of over two million square feet and valued at more than $750 million.


Focused on the acquisition, disposition and financing of buildings that are suited for renovation and strategic re-positioning, she specializes in creating legal, tax and financial structures and in negotiating complicated transactions. Over the course of her three-decade career, she has been instrumental in the acquisition and financing of over 45 commercial properties in transactions well in excess of $1.5 Billion.

In 2011 Ms. Himmel received REBNY's prestigious Mendik Lifetime Leadership in Real Estate Award for exceptional accomplishment and dedication to leadership in New York real estate. She was honored as YM/WREA’s 2009 Senior Woman of the Year, recognized by Crain’s New York Business as one of New York’s 100 Most Influential Women and was one of AREW’s ‘100 Women Real Estate Leaders for the 21st century.’ A member of REBNY's Board of Governors since 2001, she continues to serve as Assistant Treasurer of the Executive Committee and co-chairs REBNY's Economic Development committee which she founded in 1992.


Ms. Himmel was elected to the Boards of the Harvard Business School Alumni Club of New York, the Trustees Council of Penn Women (University of Pennsylvania), and the Wharton School Zell Lurie Real Estate Center, and is member of the World Presidents' Organization Big Apple Chapter. She served on the board of the New York Metro Young Presidents’ Organization (YPO) for over 10 years and oversaw the lunch programming subcommittee.  She is also a supporter of the Metropolitan Museum of Art's Real Estate Council and Lincoln Center's Real Estate and Construction Council. She has made significant contributions to both the Harvard Business School and the Wharton School in support of the next generation of women leaders.  In May 2012, Ms. Himmel established a foundation called Educated Girls Succeed under the aegis of PENCIL in honor of her partner Mr. Meringoff. 
 
She graduated Phi Beta Kappa and Summa Cum Laude from the University of Pennsylvania and earned an MBA with high honors from the Harvard Business School.

David Eyzenberg
Principal
AVISON YOUNG


David Eyzenberg
Principal, AVISON YOUNG

David Eyzenberg is a Principal in the New York office, where he raises capital and provides investment advisory and consulting services to Avison Young’s CRE clients worldwide.  His current focus in on entity and asset recapitalizations, financing debt and property acquisitions, as well as advising Canadian institutions on deploying capital into appropriate US investment opportunities.  Complementing his professional endeavors, Mr. Eyzenberg teaches graduate real estate finance studies in New York University’s Masters of Science in Real Estate program.   

 

Mr. Eyzenberg previously served as Managing Director and head of commercial real estate for NewOak Capital, a New York-based financial advisory firm. There, Mr. Eyzenberg completed multiple property financing and CMBS/CRE CDO valuation assignments.  His tenure at Newoak began in 2011 after its acquisition of the investment banking practice of Eyzenberg’s Prodigious Capital Group, where Mr. Eyzenberg served as President since 2005. There he led the firm in consummating over $350M in financing and advisory assignment. These included single asset, portfolio, and entity level financings, as well as joint venture and structured financing, debt, equity, and hybrid products, and CMBS.  


Mr. Eyzenberg is a graduate of New York University, where he received a Bachelor's Degree and a Master's Degree in real estate finance and investment. He serves as President of the NYU Schack Real Estate Institute Alumni Board.  Mr. Eyzenberg is an active member of ICSC, RELA, YMBA, MBA, ULI and the NRC.  Mr. Eyzenberg is a former board member of several nonprofit civic organizations including the Shorefront-Y and the UJA-Federation Russian leadership division.

Jonathan Falik
CEO
JF CAPITAL ADVISORS


Jonathan Falik
CEO, JF CAPITAL ADVISORS

Jonathan is the Founder and CEO of JF Capital Advisors, which is a strategic and capital structure advisory firm focused on the hospitality industry. Previously, Jonathan was a Senior Managing Director and Head of Hospitality Capital Markets at BGC Partners. Simultaneously, he was the Head of Investment Sales at Newmark Grubb Knight Frank. Prior to that, Jonathan was a Managing Director and Head of the Hospitality Investment Banking group at Cantor Fitzgerald. Jonathan was the CEO of Eagle Hospitality, a private hotel REIT, owning 13 properties and 3,500 keys, which was acquired by JF Capital and its partners in 2007. Prior to founding JF Capital, Jonathan was an investment banker at Bear Stearns in New York. As both an advisor and a principal, Jonathan has worked on numerous completed M&A and financing transactions involving well over 2,000 hotels and over $25 billion of transaction value. He has extensive experience with acquisitions and dispositions of public and private companies, asset management restructurings, portfolio sales and single asset sales, equity and debt financing, high yield financing and mortgage financing. He has extensive hospitality experience as an agent, advisor, principal, owner, borrower, guarantor, franchisee, lender and asset manager. Jonathan graduated from Rutgers College with a degree in economics and an MBA from Columbia Business School. Jonathan has lectured and presented at numerous hotel industry events including New York University's International Hospitality Industry Investment Conference, Americas Lodging Investment Summit, Meet the Money, and the Hospitality Lawyer Conference. Jonathan is on the Board of the BLLA – Boutique & Lifestyle Lodging Association and regularly speaks at BLLA conferences around the country. Jonathan also presents regularly at Columbia University's Graduate School of Business and its Graduate School of Architecture, and Rutgers University. He is a founding member of the Columbia Business School Real Estate Circle and has been an adjunct professor of Real Estate Finance at NYU’s Graduate Real Estate Institute.

 

Chris Albano
Managing Director
CITIGROUP GLOBAL MARKETS REALTY CORP


Chris Albano
Managing Director, CITIGROUP GLOBAL MARKETS REALTY CORP

Chris Albano is a Director in Citi’s Capital Markets Group within Citi’s Real Estate Finance Group. Mr. Albano’s focus is on the syndication of Corporate and Asset Level Commercial Real Estate debt facilities.  Since joining Citi in 2000, Mr. Albano has had several responsibilities ranging from managing commercial real estate debt investments including the acquisition of new investments, working out real estate owned, executing investment strategies for real estate investments and the sale of investments at the end of their hold period. Mr. Albano is well versed across a broad range of issues ranging from structuring of new investments and syndicating high quality corporate debt facilities to resolving difficult credit stories and co-lender and borrower negotiations. Mr. Albano’s is responsible for syndicating senior and subordinate corporate and asset level debt facilities as well as the placement of subordinate fixed and floating rate debt facilities.  Mr. Albano graduated with honors from Baruch College with a B.B.A. in finance and attended New York University’s Real Estate Institute. 

Alan H. Pollack
Chairman
PROVIDENCE MANAGEMENT COMPANY


Alan H. Pollack
Chairman, PROVIDENCE MANAGEMENT COMPANY

Alan H. Pollack is a Managing Director and a founder of Providence Management Company, LLC (“PMC”), a Chicago based group that has been an owner operator of apartment properties since 1985. PMC and its affiliates have been involved in the acquisition, ownership, development, financing and disposition of over 30,000 apartment units with various institutional investors and high net worth individuals. As a value added apartment buyer, the group has substantial resources and experience to address physical, structural or operational issues.  PMC currently owns, manages and operates approximately 3000 apartment units in Texas, Ohio, Alabama, Georgia, and Florida.

Alan, a member of the Board of Directors of the National Multi Housing Council, is also member of the Bar in Illinois and Florida and a CPA.

He received a B S degree in Accounting (High Honors) from the University of Illinois, a JD from the University of Miami and an LL.M (Taxation) from New York University.

 

Robert Deckey
CIO
GEORGE COMFORT & SONS


Robert Deckey
CIO, GEORGE COMFORT & SONS

David Valger
Founder
DVO REAL ESTATE


David Valger
Founder, DVO REAL ESTATE

Mr. Valger is a seasoned real estate private equity executive with more than 18 years of experience
managing people, originating, structuring and underwriting real estate and corporate private equity
transactions. Mr. Valger has been personally responsible for originating and closing in excess of $5
billion (in total capitalization) of real estate transactions. Mr. Valger founded DVO to invest in
multifamily real estate opportunities nationally with a focus on preferred equity investment structures.  Besides investing in multifamily transactions, DVO looks for well-structured opportunities in residential  and commercial development and conversion projects within primary in-fill locations.

Jeffrey A. Wiseman
Managing Director
MACQUARIE GROUP


Jeffrey A. Wiseman
Managing Director, MACQUARIE GROUP

Mr. Wiseman is a member of the Commercial Real Estate Finance/CMBS Division within The Macquarie Group whose responsibilities include the structuring, origination, and credit analysis of a wide variety of commercial real estate debt products.  Prior to Macquarie, Mr. Wiseman led the non-CMBS subordinate debt platform at JER Investors Trust, helped create and place capital for JER’s $220 million U.S. Debt Fund and served as an asset manager in the special servicing division.  As head of the non-CMBS debt platform and placing capital for the U.S. Debt Fund, Mr. Wiseman acquired, sourced and negotiated the purchase of various commercial real estate debt products (i.e. mezzanine loans, B-Notes, and preferred equity) collateralized by single assets and large portfolios of commercial real estate across various asset types.  As an asset manager in the special servicing division, Mr. Wiseman worked on numerous non-performing loans seeking resolution with borrowers utilizing multiple strategies (i.e. deed-in-lieu, foreclosure, A/B structures, forbearance and pay downs coupled with extensions).Prior to JER, Mr. Wiseman was a Vice President at J.P. Morgan with the responsibility of pricing, structuring and distributing subordinate commercial real estate debt products.  Prior to J.P. Morgan, Mr. Wiseman spent five years at Capital Trust, Inc. where he originated and closed in excess of $1 billion dollars worth of high yield debt.

Mr. Wiseman earned a B.S. in Finance from The Pennsylvania State University and an M.B.A. in Finance from the Leonard N. Stern School of Business at New York University.

 

John Randall
Senior Vice President
PCCP LLC


John Randall
Senior Vice President, PCCP LLC

John W. Randall is a Senior Vice President of PCCP, LLC.  Mr. Randall joined PCCP in December 2009 and focuses on East Coast debt and equity originations particularly in the Mid-Atlantic area.  Prior to PCCP, Mr. Randall spent six years and invested over $1 billion in real estate debt and preferred equity positions within the Real Estate Private Equity group of Lehman Brothers.  Prior to Lehman Brothers, Mr. Randall was a Vice President with Deutsche Bank, originating and underwriting mezzanine investments for the DB Real Estate Mezzanine Investment Funds.  Mr. Randall's experience also includes work at Daiwa Securities originating and structuring conduit loans for their CMBS group.  Mr. Randall started his career with Arthur Andersen and Jones Lang Wootton where he valued over $1 billion of real estate in the U.S. and Latin America.  Mr. Randall has over 14 years of real estate experience and holds a B.A. in Economics from Bowdoin College, magna cum laude, and an M.B.A. from the Wharton School of the University of Pennsylvania.

Hugh Hall
Managing Director
GREENSLEDGE


Hugh Hall
Managing Director, GREENSLEDGE

Hugh F. Hall is a Managing Director at Berkadia Commercial Mortgage LLC where he founded of the Proprietary Lending Group.  Mr. Hall joined Berkadia in January 2011 to restart the balance sheet lending business with a focus on middle market bridge loans and structured transactions.  He spearheaded the company’s efforts to focus on providing capital in areas of illiquidity to drive shareholder value.  More recently, he has devoted his attention to forming joint ventures and separate accounts for a variety of debt and equity products and expanding the company’s production of commercial loans.

Mr. Hall was a founder of Gramercy Capital Corp. and served as its Chief Operating Officer until its merger with American Financial Realty Trust (“AFR”) in April 2008.  In 2004, Mr. Hall partnered with SL Green Realty Corp. to launch the initial public offering of Gramercy Capital Corp.  (NYSE: GKK) and grew it into one of the largest specialty finance companies operating in the commercial real estate space.  During his tenure with Gramercy Capital Corp., Mr. Hall built a national origination platform that produced over $6 billion in investments and launched the first CDO for middle market bridge loans.  In 2005, that CDO was named transaction of the year by a trade publication.  From its inception until the announcement of the merger with AFT, GKK generated a sector leading total return of 93%.  In 2006, Mr. Hall was names one of the 20 “rising stars” in real estate.  He is a 20-year veteran of the commercial real estate industry, having started his career at Cadwalader, Wickersham & Taft, LLP and spent several years at Credit Suisse and Greenwich Capital.  He has extensive experience in the real estate debt market, high-yield investments and securitization. Mr. Hall graduated summa cum laude from the University of Massachusetts with two Bachelor of Arts degrees and received his Juris Doctorate cum laude from Boston University.  Mr. Hall is also an Adjunct Professor of Advanced Real Estate Capital Markets for New York University.

 

Drew Fung
Managing Director & Head of Debt Investments
CLARION PARTNERS


Drew Fung
Managing Director & Head of Debt Investments, CLARION PARTNERS

Drew D. Fung is an equity partner and Managing Director as well as the Head of the Debt Investment Group at Clarion Partners. He oversees the firm’s investment activities in various types of commercial real estate debt instruments, including mezzanine loans, B-notes and select preferred equity interests. Drew is also Chair of the Debt Investment Committee. Drew joined Clarion Partners from RREEF and he has comprehensive commercial real estate loan workout experience developed over a 25 year career. This experience includes 17 years focused on subordinate debt investing that included restructuring mezzanine loans across all manner of property types and capital structures. He is a member of the Urban Land Institute and is a frequent speaker at industry events.

Christopher LaBianca
President
RCG LONGVIEW


Christopher LaBianca
President, RCG LONGVIEW
Toni Meyer Walker
Managing Director
CWCAPITAL ASSET MANAGEMENT


Toni Meyer Walker
Managing Director, CWCAPITAL ASSET MANAGEMENT

Toni Meyer Walker joined CWCapital Asset Management in 2011 as Managing Director.  In this capacity, she is responsible for developing and maximizing strategic, third-party business relationships, with an emphasis on expanding CWCAM’s service offerings to European-based clients.   Ms. Walker has over 25 years of real estate industry expertise in special assets and under-performing real estate.  Prior to joining CWCAM, Ms. Walker served as Senior Vice President, Special Asset Management at TriMont Real Estate Advisors, where she led a team of asset managers working with primarily European-based institutional clients who held investment positions throughout the U.S.  Previously, she was Senior Manager of Ocwen Financial Corporation’s Commercial Division.  Ms. Walker has also been affiliated with Real Estate Recovery and the RER Financial Group, a SAMDA contractor for the Resolution Trust Corporation (RTC), working with their Receivership Division. Ms. Walker received a Bachelor of Science in Business Administration from the University of Kansas. 

Mark Green
Head of CMBS Capital Markets
JEFFERIES LLC


Mark Green
Head of CMBS Capital Markets, JEFFERIES LLC

Mark Green is Managing Director and Head of CMBS and CRE Debt Capital Markets at Jefferies LLC.  Mr. Green oversees the sourcing, origination, and structuring of commercial real estate debt.  Additionally, Mr. Green is actively involved in advisory to public and private companies, CMBS and whole loan trading, and distressed debt situations.  Mr. Green played an integral role in the formation of Jefferies LoanCore, LLC, a commercial real estate finance company backed by $600 million of equity.  Mr. Green serves as an investment committee member in the joint venture. Prior to joining Jefferies LLC in 2010, Mr. Green was a founding member of the U.S. Real Estate Finance Group at UBS where he oversaw the commitment of approximately $15 billion of principal debt and equity investments as an executive on the group’s investment committee. Mr. Green was responsible for whole loan trading, structuring, pricing and distribution activities and represented UBS in its proceedings and negotiations with rating agencies, subordinate bond buyers and buy-side investor parties.  Before 2006, Mr. Green worked at Eurohypo AG in the Real Estate Investment Banking Group as Co-Head of CMBS Capital Markets. Earlier, Mr. Green was an Executive Director in the Real Estate Finance Group at CIBC World Markets and held positions at The Blackstone Group and Ernst & Young. Mr. Green earned an MBA from Columbia Business School and a BS degree from Skidmore College with cum laude honors. In addition, he is licensed as a Certified Public Accountant. Mr. Green has appeared as a guest speaker at Columbia University, New York University and the Urban Land Institute on various occasions, and is a founding member of Columbia Business School’s Real Estate Circle, a real estate industry group consisting of top executives.

Dan Hartman
Principal and Northeast Region Manager
ARES MANAGEMENT


Dan Hartman
Principal and Northeast Region Manager, ARES MANAGEMENT

Dan Hartman has over 25 years of experience in commercial real estate.  At Ares Management, he is responsible for originating, structuring and closing first mortgage and mezzanine debt in the Eastern United States, concentrating on the Northeastern and Mid-Atlantic markets from Virginia to Massachusetts.  He was previously with GE Capital’s North American Equity team where he was responsible for identifying and establishing equity joint venture relationships and investments with real estate operating partners in the Northeast.  Previous positions have been with Daimler Chrysler Capital (debis), ORIX Real Estate and Chase Manhattan Bank.  He holds an undergraduate degree in economics from Cornell University, a real estate degree from New York University and a MBA from Fordham University.   

Jonathan B. Schultz
Managing Principal
ONYX EQUITIES, LLC


Jonathan B. Schultz
Managing Principal, ONYX EQUITIES, LLC

As co-founder and Managing Principal of Onyx Equities, LLC, a private real estate investment, development and management company, Jonathan oversees investor capital raising initiatives, strategic planning, portfolio management, investor relations and business development.  Since inception, Onyx has purchased over $1,000,000,000 of office, retail and industrial properties throughout the tri-state area. 

Jonathan is also co-founder, President and CEO of The Schultz Organization, LLC, founded in 1990.  Schultz and its affiliates provide commercial real estate brokerage and advisory services to institutions, lenders, private owners and tenants. A graduate of Syracuse University, Jonathan earned a degree in Finance and Economics.

John A. Garth
Managing Director, Originations
THE PEMBROOK GROUP, LLC


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 originated and closed over $300 million of bridge loans, mezzanine loans, and other debt instruments. In addition to originations, Mr. Garth is responsible for pricing, structuring, syndication and closing. Pembrook is actively lending and continues to garner new equity commitments.  Mr. Garth was previously Chief Operating Officer of a publicly-traded REIT managed by Chartermac. Prior to joining Chartermac, Mr. Garth was a senior originator for 7 years at GMAC Commercial Mortgage Corp., where he specialized in both conduit and highly-structured debt transactions. Before joining GMAC in 1997, Mr. Garth spent 12 years in the real estate investment area of The Prudential Insurance Company of America.

 

Mr. Garth earned a Bachelor of Science degree and a Master of Science degree in Civil Engineering from Tulane University, and a Master of Business Administration degree in Real Estate Finance from the Wharton School of the University of Pennsylvania. He is a member of the President’s Circle for Habitat for Humanity and is active in several volunteer organizations.  Pembrook Capital Management is a strategic partnership with Mariner Investment Group, Inc., an institutional fund manager that along with its affiliates manages more than $10 billion in assets. Pembrook Capital is a subsidiary of The Pembrook Group, www.pembrookgroup.com, headquartered in New York.

Gary M. Zimmerman
Senior Vice President, UCCPlus Division
FIDELITY NATIONAL FINANCIAL


Gary M. Zimmerman
Senior Vice President, UCCPlus Division, FIDELITY NATIONAL FINANCIAL

Gary M. Zimmerman, is a Senior Vice President and the Chief Underwriting Counsel for Fidelity National Financial’s UCC Insurance Division.  Gary’s primary responsibilities include supervising and coordinating the underwriting, policy and production personnel and functions.  As Chief Underwriting Counsel, Gary reviews and evaluates transaction structure and provides feedback on the insurability of major-market commercial finance and mezzanine loan transactions, as well as providing counsel and advice to outside counsel and major commercial lenders. Internally, Gary provides input to the Fidelity Family of Companies with respect to general secured lending and UCC Article 9 questions. Gary is a frequent lecturer on matters involving Revised Article 9, commercial lending practices, and the Terms, Conditions and Exclusions of the UCCPlus Policy and related endorsements. Gary is also on the faculty of the Commercial Finance Association education programs.


Before joining Fidelity Gary was Vice President and Senior Counsel at Fleet Business Credit’s (now Bank of America) Vendor Finance Group in Chicago. Gary’s principal areas of responsibility included the structuring, drafting and negotiation of appropriate vendor program agreements and related loan documentation with Fleet’s new and existing vendors, the analysis of underlying lease and license agreements, and ensuring loan and Group compliance with Fleet’s policies and procedures. Prior to that time Gary was Vice President and Assistant General Counsel to Navistar Financial Corporation, a subsidiary of International Truck and Engine Corporation, where his practice focused on commercial equipment leasing and financing and related lease securitization. Prior to that Gary was Senior Counsel to Heller Financial (now GE Capital) both in the Leveraged Funding Group and in the Equipment Finance Group, and was Chief Counsel to Exchange National Bank’s (now LaSalle National Bank) Asset Based Lending Division. Gary started his legal career as a title examiner for a commercial business unit of Chicago Title.


Gary is a member of the American Bar Association’s Business Law section and a member of the Chicago Bar Association. He received his B.A. from Drake University and his law degree from DePaul University College of Law.

Jay A. Neveloff
Partner
KRAMER LEVIN NAFTALIS & FRANKEL LLP


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. Neveloff has represented developers of numerous mixed-use projects, including Time Warner Center, as well as numerous regional and local shopping centers, and other commercial projects throughout the country.

Recently, Mr. Neveloff represented Starwood Hotels in selling the retail portion of the St. Regis Hotel, Manhattan; the owner of Starrett City, the largest federally subsidized housing complex in the United States, in a capital transaction; Fortress Investments in connection with The Sheffield, a 497-unit condominium; New York Life Insurance Company in the sale of Manhattan House, a residential complex comprising an entire block of Manhattan; and the seller of The New Frontier Hotel Casino in Las Vegas, Nevada.  Mr. Neveloff has represented Donald Trump for more than 25 years in innumerable matters.

Mr. Neveloff received his J.D. from NYU and was elected to the American Law Institute, American College of Real Estate Lawyers and American College of Mortgage Attorneys.

Robert Kline
Principal & CEO
R.W. KLINE COMPANIES


Robert Kline
Principal & CEO, R.W. KLINE COMPANIES
David A. Barksdale
Partner
BALLARD SPAHR LLP


David A. Barksdale
Partner, BALLARD SPAHR LLP
Michael J. Feinman
Partner
BLANK ROME LLP


Michael J. Feinman
Partner, BLANK ROME LLP

Michael Feinman has a diverse real estate practice, with particular experience in the area of financing, where he represents lenders, borrowers and investors. Mr. Feinman’s clients include financial institutions, private equity funds and individual entrepreneurs in a broad range of sophisticated transactions, including:

-securitized and portfolio mortgage lending
-acquisitions and sales, including equity joint ventures
-leasing and lease-based financing
-workouts and distressed debt sales and acquisitions
-construction and permanent financing


Mr. Feinman has written articles published in the New York Law Journal, Real Estate Finance Journal, National Law Journal, Mortgage and Real Estate Executives Report, and the National Real Estate Investor. Mr. Feinman is a frequent panelist on topics of interest to the real estate community. Active throughout his career in pro bono matters, Mr. Feinman was presented with the Lawyers Alliance for New York Award for Pro Bono Leadership in 2007.

Bruce Cybul
Partner
SCHULTE ROTH & ZABEL LLP


Bruce Cybul
Partner, SCHULTE ROTH & ZABEL LLP

Bruce S. Cybul is a partner in the New York office, where he focuses his practice in the areas of real estate finance restructurings, development, acquisitions and sales. His clients include major financial institutions and private equity, hedge and opportunity funds in their real estate, capital markets and securitization activities, bond purchases and controlling holder activities, including workouts and restructurings, purchases and sales of mortgage and mezzanine loans and co-lender and participation interests therein, and construction and other loan originations. Bruce also represents servicers and special servicers in their workouts, restructurings, foreclosures, guarantor litigations, UCC sales and other realizations on collateral; and developers and owners of commercial, industrial, retail, office, hotel, resort, residential and mixed-use properties in their financing, workout and acquisition and sale activities.

Bruce has been cited as a leading real estate lawyer in numerous professional listings and industry surveys, including Chambers USA & The Legal 500 United States; Madison Who's Who, New York Super Lawyers and The Best Lawyers in America. He is a long-time member of the Section on Real Property, Probate and Trust Law of the American Bar Association, the New York State Bar Association and the New York City Bar Association.

Leo V. Leyva
Co-Chair, Litigation Practice
COLE SCHOTZ


Leo V. Leyva
Co-Chair, Litigation Practice, COLE SCHOTZ

Leo Leyva chairs Cole Schotz's Litigation practice in its New York office. His practice emphasizes complex commercial litigation, corporate reorganization, and construction and real estate services. Mr. Leyva represents clients in real estate litigation, corporate dissolution and shareholder oppression actions, contract claims, construction performance and payment disputes and director and officer liability matters. He also represents private equity and real estate opportunity funds in connection with various real estate matters including the acquisition of distressed properties and debt, foreclosures and bankruptcy related workouts and restructuring. Upon graduation from Rutgers Law School, Mr. Leyva served as law secretary to the Honorable Arthur J. Lesemann, Chancery Division, Superior Court of New Jersey. Since joining Cole Schotz in 1989, Mr. Leyva has litigated through trial numerous complex commercial matters in federal and state courts in New York, New Jersey and throughout the country, as well as adversary proceedings in the bankruptcy courts.


Mr. Leyva has been awarded an AV rating for his professionalism and the quality of his legal work from Martindale-Hubbell, the premier directory of legal professionals. Mr. Leyva has been selected for inclusion in New Jersey Super Lawyers® for Business Litigation and Best Lawyers in America® for Bankruptcy and Creditor-Debtor
Rights Law, 2010 to 2012.

Kevin D. Chisholm
Managing Director
SAVANNA


Kevin D. Chisholm
Managing Director, SAVANNA

Mr. Chisholm is a Managing Director of Savanna, where he is responsible for sourcing, underwriting and structuring transactions. Mr. Chisholm joined Savanna from Ritchie Capital Management where he was a Vice President and a founding member of a principal investment group that focused on opportunistic real estate debt and equity transactions. At Ritchie Capital, he both sourced and managed a portfolio of high yield real estate investments. Mr. Chisholm received an MBA and a BA in Political Science from Columbia University.

Enrico F. Plati
President & CEO
TARIS REAL ESTATE


Enrico F. Plati
President & CEO, TARIS REAL ESTATE

Mr. Plati is a 30-year veteran of the Real Estate development and construction industry. He manages all aspects of the TARIS Real Estate investment and development activities including deal sourcing, execution, financing, design, construction, sales, marketing and asset management.

 

Mr. Plati is also the president and CEO of Savoy R. E. Development, a development and investment company he founded in 2008. Since 2002, Mr. Plati has been CEO of Monaco Development, which financed, completed and re-developed various residential and commercial properties in Illinois, Washington, D.C., Virginia and Arizona. Mr. Plati identified the successful projects, obtained financing, construction completion, repositioning, marketing, sales and management for a portfolio of projects exceeding  one billion dollars in value.Mr. Plati started his professional career as a Professor of Architecture and Urban Planning at the University of Notre Dame, Mr. Plati later formed the distinguished Chicago architectural and development firm Friedes and Plati in 1978, where he practiced, built, and developed a multitude of successful projects and expanded into profitable marketing and sales of properties on the east coast and the Southwest United States.  Mr. Plati received a Doctorate in Architecture from the Politecnico of Torino, Italy and a Master’s degree from Syracuse University in New York focusing on urban design . He is a member of the AIA, ULI, CCFR, The Chicago City Club, Ordine Architetti di Torino and is involved in various civic and charitable organizations.

David Streicher, CFA
Partner
ROCKWOOD CAPITAL


David Streicher, CFA
Partner, ROCKWOOD CAPITAL

Mr. Streicher has overall responsibility for all of Rockwood's debt capital markets activities and structured transactions. On the debt side, Mr. Streicher is responsible for all of Rockwood’s borrowings, lending, and interest rate and overall leverage management as well the restructuring of all existing loans. Additionally, he is responsible for structured transactions including recapitalization actives with respect to both new investments and existing assets. Prior to joining Rockwood, Mr. Streicher worked at The Related Companies, a real estate developer, manager and financier. While at Related, Mr. Streicher focused on the repositioning and financing of mixed-use properties.Prior to the Related Companies, Mr. Streicher was a High Yield Analyst at Donaldson Lufkin and Jenrette where he worked on analyzing a verity of different types of companies including, real estate, health care and other companies.

Bob Sonnenblick
Chairman
SONNENBLICK DEVELOPMENT


Bob Sonnenblick
Chairman, SONNENBLICK DEVELOPMENT

Mr. Robert Sonnenblick, Chairman of Sonnenblick Development, LLC, is a graduate of the Wharton School of Finance of the University of Pennsylvania with more than 30 years of experience in various aspects of real estate development and real estate finance. From 1981 to 1991 Mr. Sonnenblick was the driving force and power behind Sonnenblick-Goldman Corporation of California. Mr. Sonnenblick completed over $1.5 Billion of commercial real estate transactions on the West Coast, and as a result is regarded as one of the West Coast's leaders in the field of commercial real estate finance. Among the more notable projects for which Mr. Sonnenblick personally structured the financing for are The Beaudry Center, Los Angeles, California ($197 million), the Ritz Carlton Hotel, Pasadena, California ($97 million), One Waterfront Plaza, Honolulu, Hawaii ($100 million), and the Los Angeles World Trade Center, Los Angeles, California ($55 million).

David Schechtman
Executive Managing Director
EASTERN CONSOLIDATED


David Schechtman
Executive Managing Director, EASTERN CONSOLIDATED

David Schechtman has completed more than $3.4 billion of transactions at Eastern Consolidated. Recently recognized by The Commercial Observer as a Power Broker for the second time in 30 months, The Real Deal as a “Titan” and one of the “20 to Watch in 2012”; NY Inc as one of the “15 People You Should Know”; The Real Deal as one of the “25 Most Visible New York City Real Estate Players POSTCREDIT CRUNCH”; and named Eastern Consolidated’s 2011 and 2012 Broker of the Year, Mr. Schechtman is presently involved in the purchase and sale of New York real estate, ground leases, and development sites in New York and beyond.

Mr. Schechtman joined Eastern Consolidated after practicing law for fi ve years in the New York Offi ce of DLA Piper. At DLA, Mr. Schechtman represented clients in all phases of commercial and property litigation and bankruptcy. Mr. Schechtman is widely regarded as a leader in Manhattan and Brooklyn real estate deals with 240 plus closings over the last seven years, Mr. Schechtman regularly represents venerable institutions like U.S. Bank, Capital One, MB Financial, The Parkoff Organization, Aion Partners and dozens more. Mr. Schechtman leads Eastern’s Loan Sales and Turnaround Group, which is focused on the sale of First Mortgages, Participations, Mezzanine Loans, Real Property and arranging Equity Placement linked to financial distress or restructuring. He works with lenders attorneys, trustees, and turnaround advisors in maximizing the value of real property—pre and post-foreclosure and/or bankruptcy fi ling. Mr. Schechtman is a member of The Real Estate Board of New York, the Real Property Sections of the New York County Lawyers’ and the New York State Bar Associations, the Turnaround Management Association, the Mortgage Bankers Association of New York and the New York Institute of Credit.

William Procida
President
PROCIDA FUNDING & ADVISORS, LLC


William Procida
President, PROCIDA FUNDING & ADVISORS, LLC

William “Billy” Procida is president of Procida Funding & Advisors, based in Englewood Cliffs, N.J. The firm specializes in providing management and capital for both distressed and value-added situations and manages The 100 Mile Fund, the third fund Mr. Procida has formed. During his 30-year career, Mr. Procida has completed several billion dollars in projects as financier, developer, builder and restructuring advisor.

From 2000 to 2008, Mr. Procida was the founding member and majority shareholder of Palisades Financial, which formed and managed two private equity funds. Palisades invested and managed over 100 positions including bridge loans and mezzanine loans. The firm’s loans and equity positions on assets were valued in excess of $1.5 billion. Its funds’ return to investors exceeded 15 percent annually during Mr. Procida’s tenure.

From 1995 to 2000 Mr. Procida was CEO of William Procida Inc., which financed $1billion dollars of developments as investment banker and correspondent. The firm was also advisor to several financial institutions for due diligence, asset management, sales and marketing.

Prior to forming William Procida Inc., Mr. Procida was co-president of The Procida Organization (TPO) Bronx NY. TPO consisted of four divisions: construction, real estate development, real estate brokerage and mortgage brokerage. The firm employed over 100 people and grew from $2 million in sales in 1982 to over $70 million in 1994, with all years profitable.

TPO was the recipient of the New York City Developer of the Year Award, The Governors Excellence Award and the National Association of Homebuilders’ Pillar of the Industry Award. The firm was also nationally ranked among America’s Top 400 contractors and listed on The Professional Builders 400 List.

In 1990, Procida took a leave of absence from TPO to take on a full-time assignment with the Trump Organization. During this time, Mr. Procida reported directly to Mr. Donald Trump on investments, which included casinos, airlines, real estate development, and sports franchises.

Mr. Procida’s career has been covered extensively by the press and he has become a regular fixture on national broadcast outlets, commenting on a range of topics. He has lectured on business and real estate at venues such as Yale University, Columbia University and New York University. He has also authored over 50 articles on the subject of real estate development, finance and the economy.

Michael Girimonti
Managing Director, Debt Investments
PEARLMARK REAL ESTATE PARTNERS


Michael Girimonti
Managing Director, Debt Investments, PEARLMARK REAL ESTATE PARTNERS

Michael Girimonti is a Managing Director of Pearlmark Real Estate Partners. Mr. Girimonti is responsible for investment origination and asset management activities on the East Coast. Prior to joining Pearlmark in 2008, Mr. Girimonti was a Vice President at JPMorgan for over six years where he was instrumental in creating a Mezzanine program and was involved in over $525 MM of sub-debt transactions. In addition, Mr. Girimonti worked for four years as a Vice President at Lehman Brothers where he focused on originating and underwriting senior loans. Further, Mr. Girimonti worked for over five years as a Senior Vice President at the Weitzman group, consulting on real estate investments and valuing assets. Mr. Girimonti earned a Bachelor degree from the University of Hawaii, a Master of Architecture Degree from the University of Pennsylvania and a Master of Science Degree in Real Estate from New York University. Mr. Girimonti is an associate member of the Urban Land Institute (ULI).

Tim Davis
Partner
WHITE AND WILLIAMS LLP


Tim Davis
Partner, WHITE AND WILLIAMS LLP

Tim Davis is a partner in the Real Estate and Finance Groups and a member of the firm's Executive Committee. He has over 20 years of experience representing insurance companies, financial institutions and investors. He is a trusted advisor to clients who rely on his strategic advice and high level of service.

Tim represents clients in a wide variety of real estate transactions, including first mortgage loans, mezzanine loans, senior-subordinate participations, "B" notes and other co-lender and intercreditor arrangements. He has extensive experience in the sale and purchase of commercial properties, including ground lease structures.

He also counsels insurance industry clients on risk management and risk transfer solutions.

Joseph A. McMillan
CEO
DDG PARTNERS


Joseph A. McMillan
CEO, DDG PARTNERS

Joe McMillan is Chief Executive Officer of DDG, an integrated investment, development, design and construction firm focused on the acquisition and development of real estate and underlying equity, debt or hybrid securities.  DDG has offices in New York and San Francisco.

DDG’s vertically integrated structure allows it to provide capital, architecture and interior design, construction, development and asset management expertise across its portfolio.  DDG focuses on mixed-use and luxury residential investment and development on the east and west coasts.  

At DDG, Joe has grown a development portfolio of completed and upcoming projects that includes 41 Bond, 345meatpacking and 24 & 26 Warren Street in New York City, and 8 Octavia in San Francisco.  DDG will also soon begin construction on 325 West Broadway and 23 & 25 Wooster in SoHo and 12 Warren Street in TriBeCa, and additional mixed-use projects in San Francisco at 400 Grove Street and 450 Hayes Street.  Portfolio wide, DDG and its principals have owned, developed and managed approximately two million square feet of real estate.

Prior to the founding of DDG in 2009, Joe’s experience included Och-Ziff Capital Management Group (NYSE: OZM) a multi-strategy asset management firm with $33 billion of assets under management, where he was a senior member of the U.S. private equity investment team; and Greenhill & Co. (NYSE: GHL) and Greenhill Capital Partners, where he was a principal and founding member of the Greenhill Capital Partners investment team managing $1.1 billion of equity capital. 

Joe previously served in the U.S. Army and holds a B.S. in Commerce, Concentration in Finance from the University of Virginia. 

Kathy Corton
Principal
BRICKMAN


Kathy Corton
Principal, BRICKMAN

Kathleen Corton is a Principal at Brickman, a private equity real estate firm that invests throughout the capital stack in commercial and residential properties throughout the United States.  Ms. Corton is responsible for the for the firms’ investment in debt products, which have included mezzanine loan originations, and the acquisition of performing, non-performing and sub-performing senior and subordinate debt. Ms. Corton has also been actively involved in Brickman’s equity investments and is one of two members of Brickman’s Investment Committee.   Prior to joining Brickman in 1999, Ms. Corton was a senior member of the executive team at Nomura Asset Capital Corporation, at the time the largest commercial real estate lender in the United States.  Ms Corton developed the first significant CMBS conduit platform and managed over 200 employees in six regional offices.  Ms. Corton began her career in commercial real estate finance as an associate at Mabon Securities, a regional broker-dealer in New York City. Ms. Corton received a B.A. in Economics and History from Georgetown University.

Jim Derow
Senior Principal
SQUARE MILE CAPITAL


Jim Derow
Senior Principal , SQUARE MILE CAPITAL

Mr. Derow focuses on identifying, structuring, and negotiating new investment opportunities.  Mr. Derow has acquired, financed and operated over $4 billion of real estate as a principal over the past 15 years; the transactions have consisted of debt and equity investments throughout the capital structure and across product types including 15,000 multifamily units and office buildings containing an aggregate of 6 million square feet.  Prior to joining Square Mile, Mr. Derow served as Director of Acquisitions for Lexin Capital where he was responsible for originating, underwriting and executing property acquisitions and financing transactions on behalf of the firm’s discretionary investment fund and private investors.  Mr. Derow received a B.A. from Harvard University and an M.B.A. from the University of Michigan Business School.

 

Ed Ratinoff
Managing Partner
JAMES INVESTMENT PARTNERS


Ed Ratinoff
Managing Partner, JAMES INVESTMENT PARTNERS

Edward Ratinoff is founder and Managing Partner of James Investment Partners, an opportunistic real estate investment platform primarily focused on the multifamily sector.  Mr. Ratinoff currently serves on the board of MPG Office Trust (NYSE: MPG) and Bank of Internet (NASDAQ: BOFI).  Mr. Ratinoff formerly oversaw the national acquisitions effort for Phoenix Realty Group, an institutional real estate investment fund sponsor, where he led the acquisition of over $700 million in multifamily assets.  Mr. Ratinoff has also held the position of Managing Director and west coast head for the J.E. Robert Companies, where he was responsible for all equity and debt transactions throughout the western US for the real estate investment funds sponsored by the firm and was a member of the investment committees for both JER Partners and JER Investors Trust (NYSE: JRT).  During his tenure Ed led the acquisition of approximately $1.0 billion in assets representing multiple real estate sectors and geographies.  Prior to joining JER, Ed held senior positions focusing on real estate investment banking with McDonald Investments, Chase Securities and BT Alex. Brown, executing public and private capital markets transactions for west coast-based real estate companies.  Ed also served as Principal with FowlerFlanagan Partners, where he was responsible for the acquisition, financing and development of real estate assets, and as Project Manager for the Paragon Group, where he was responsible for the development of office and industrial projects in the San Francisco Bay Area.  Ed received a BA in Architecture and City Planning from the University of California, Berkeley, and an MBA from the J.L. Kellogg Graduate School of Management at Northwestern University.

Michael P. Psyllos
Managing Partner
CAPROK REAL ESTATE LLC


Michael P. Psyllos
Managing Partner, CAPROK REAL ESTATE LLC

Michael is a Managing Partner with CapRok Real Estate, overseeing CapRok’s Commercial Real Estate advisory services, investments and trading. Prior to joining CapRok, Michael spent more than 10 years with Citigroup Global Markets Inc. in various positions—most recently, serving as the Head of the Loan Distribution and Syndication Team within the Commercial Real Estate Finance Group. Under Michael’s leadership, the Distribution Team syndicated/sold/disposed of more than $8 billion of product (including performing loans, non-performing loans and REO) from 2007 to 2011. Prior to this, Michael headed up the Structuring and Origination Team for Commercial Real Estate Collateralized Debt Obligations within Citi’s Global Structured Credit Products group (“GSCP”). With this group, he oversaw the securitization of more than $13 billion of commercial real estate debt. Prior to joining GSCP, Michael was a Vice President in Citigroup’s Global Loans Portfolio Management group covering global REITs, REOCs and Homebuilders, where he managed a portfolio of loans, aggregating in excess of $2 billion of commitments. Prior to joining Citigroup, Michael served as an asset manager with Hines Interests, LP, an international real estate developer, manager and owner, specifically managing iconic NYC office properties. Previous to his time with Hines, Michael practiced law, specializing in real estate and finance with a boutique New York law firm. Michael has a NYS Real Estate Broker’s license and NASD Series 7 and 63 licenses.


Michael is a graduate of and Stern Scholar recipient from New York University, with an M.B.A., in Finance and Accounting. He also received a B.B.A. from Hofstra University in Public Accounting, and a J.D. from the Fuchsberg School of Law. Michael is a member of the American and New York State Bar Associations, and admitted to practice in both the New York and Federal Bars.

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