About The Conference:

iGlobal Forum, in partnership with EisnerAmper, is pleased to present the Global Leaders in Real Estate Summit to be held on September 27-28, 2017 in New York City. The Summit will provide deal-sourcing and thought leadership on a global scale in an exclusive upscale setting connecting leading international asset managers and investors. With an all-star line-up of top dealmakers, key players in the private and public equity markets, and global investors, 30+ distinguished speakers will share insights on the latest trends and forecasts in the world of trade, real estate investment, development, and finance. Leaders in the industry will share their keen perspectives on identifying viable investment opportunities across sectors, and investment structures still providing optimal yield. These distinguished professionals will examine top-level approaches for returns in infrastructure, retail, residential, office, hospitality, and mixed-use developments. Each session will offer an in-depth analysis by industry trailblazers of how external factors are impacting that sector, and insights on continuing to find a return. As global investors need to look outside traditional markets to find institutional level returns, we will discuss emerging infrastructure investment strategies providing long-term capital investment opportunities, indirect returns, and extensive portfolio diversification, led by the innovators forging the path toward P3s. The Summit will focus on the industry climate and provide an outlook through exclusive featured keynote fireside chats, interviews, panel discussions, in-depth workshops, and direct one-on-one networking meetings in a two day invitation-only setting, and provide a global look into the value of cross-cultural relationships and business interests.

Global Leaders in Real Estate Summit

Key topics that will be covered:

  • The Role of Infrastructure and Energy in Institutional Portfolios, and the Investors Forging the Evolution of P3s
  • A Global Perspective on Opportunities in the US and Beyond
  • Institutional Investor Interests: An LP Wish List
  • Sector-specific Allocations: Opportunities in Infrastructure, Multifamily Housing, Retail, and Hospitality
  • Strategies for Finding Yield in Non-Core, Mixed-Use and Opportunistic Assets
  • The Reshaping of Returns in the Real Estate Market: External Factors Influencing the Most Promising Sectors for 2018
  • Emerging Opportunities in “Last-Mile” Distribution, and Filling in the Yield Gap from Brick-and-Mortar
  • US-Saudi Cross-Cultural Business Development and Islamic Finance

Network with leading:

  • Private Equity Firms
  • Hedge Funds & Asset Managers
  • Pension Plans & Insurance Companies
  • Endowments & Foundations
  • Real Estate Owners & Developers
  • Investment Banks

Speakers

David A. Paterson

David A. Paterson

-

FORMER GOVERNOR OF NEW YORK

David Alexander Paterson became the 55th Governor of the State of New York on March 17, 2008.  In his first address as Governor, he spoke about the challenges facing New York and his plans to build a better and brighter future for all citizens.  He was ahead of the national curve in predicting and acting on the state’s fiscal downturn.
During Governor Paterson’s 2008 inaugural address, he foretold of an impending national fiscal crisis and collapse.  This forecast compelled New York’s Legislature to convene for a special session in August 2008.  As a result of this session, the state reduced its deficit by $2 billion and mitigated further devastating financial upheaval, allowing it to maintain its credit rating for the duration of his term.  He enacted legislation attaching severe criminal penalties to predatory lending and reduced New York’s fiscal deficit by nearly $40 billion.  One of his greatest achievements was establishing a new budget process that has yielded on-time budgets since he left office.
David embodies a rare combination of skills, including a unique understanding of marketplace drivers and surrounding events.  He earned his B.A in History from Columbia University and his J.D. from Hofstra Law School.

Prior to becoming New York State’s 55th governor in March 2008, David began his political career when he was elected to represent Harlem in 1985 at the age of 31, making him the third youngest state senator in New York’s history.  In 2002, he was elected as Minority Leader of the New York State Senate, becoming the first African-American and blind legislative leader in the state’s history.  Among his many other accomplishments and distinctions, he was honored to address the 2004 Democratic National Convention.

In 2014, David was appointed as Chairman of the New York State Democratic Party and served on the Board of the Metropolitan Transportation Authority.  He was previously an adjunct professor of government at New York University and later joined the faculty at Touro College.  He currently chairs the Board of the Achilles Track Club.   David has also hosted popular drive-time talk radio shows on WOR-AM and WNYM-AM in New York City and is a highly sought-after speaker, frequently appearing as a guest commentator on nationally broadcast news-related programs.  

Larry A. Silverstein

Larry A. Silverstein

Chairman

SILVERSTEIN PROPERTIES, INC.

Larry A. Silverstein is the Chairman of Silverstein Properties, Inc., a Manhattan-based real estate development and investment firm that has developed, owned and managed 40 million square feet of office, residential, hotel and retail space. The firm currently has $10 billion worth of development activity underway and has been recognized as one of the “Best Places to Work in New York City” by Crain’s New York Business for the past eight years.

In July 2001, Mr. Silverstein completed the largest real estate transaction in New York history when he signed a 99-year lease on the 10.6 million square feet World Trade Center for $3.25 billion, only to see it destroyed in terrorist attacks six weeks later on September 11, 2001. He has spent the last 14 years rebuilding the office component of the World Trade Center site, a $20 billion project that will consume the balance of his working life.

In May 2006, Silverstein Properties opened 7 World Trade Center, the first office tower to be rebuilt at the site, and the first LEED-certified office building in New York City. The 52-story, 1.7 million square foot office tower is fully leased to an eclectic group of tenants. In November 2013, the company opened 4 World Trade Center, a 72-story 2.3 million square foot building designed by Fumihiko Maki. The company is developing two other office towers on the WTC site – 2 and 3 World Trade Center (that were designed by Bjarke Ingels and Richard Rogers).

Silverstein Properties is currently developing a Four Seasons hotel and private residences designed by Robert A. M. Stern in Lower Manhattan which, at 82-stories, will be one of the tallest residential towers in New York. The company recently completed and opened the largest Four Seasons resort in the world at the Walt Disney World Resort in Orlando, Florida.

Mr. Silverstein owns and manages many successful and high-profile commercial and residential properties in New York City, including 120 Broadway, 120 Wall Street, 529 Fifth Avenue and 1177 Avenue of the Americas. Mr. Silverstein recently completed and opened Silver Towers, two 60-story residential towers at 600 West 42nd Street, the companion to 1River Place, a 40-story, 921-unit tower which opened in 2000. The square block development houses over 2,200 families.

Mr. Silverstein is a member of the New York Bar and a Governor of the Real Estate Board of New York, having served as its Chairman. He has served as Chairman of the Realty Foundation of New York.
A 1952 graduate of New York University, Mr. Silverstein served as Vice Chairman of the NYU Board of Trustees, where he continues to serve as member of the Board of Trustees of the New York University Langone Medical Center. He is the Founder and Chairman emeritus of the advisory board of the NYU Real Estate Institute. As a Professor of Real Estate, his “Silverstein Workshop” became one of the most attended and informative educational sources for learning real estate development and investment analysis.

Mr. Silverstein donates his time and resources to support many philanthropic endeavors. He has served as Chairman of the Board of UJA-Federation. He is a founding trustee of the Museum of Jewish Heritage in New York and has served as treasurer of National Jewish Health in Denver.

Mr. Silverstein contributes his time and resources to organizations that are dedicated to education and medical research, meeting humanitarian needs and supporting the arts. Mr. Silverstein currently serves as a board member of the New York Philharmonic. He is a classical music enthusiast, a passionate yachtsman and a dedicated New Yorker. Larry and Klara Silverstein have been married for fifty nine years and have three children and one son-in-law, three of whom are executives at Silverstein Properties, and they also have eight grandchildren.

Francis Greenburger

Francis Greenburger

Chairman & CEO

TIME EQUITIES INC.

"We believe that to succeed in real estate one needs to have a long-term view, be flexible, opportunistic and able to maintain a balanced portfolio in diverse markets." As the Founder and guiding force behind Time Equities, Inc., Francis Greenburger has earned a reputation for outstanding integrity and an uncanny ability to foresee changing directions and create value in a variety of real estate markets. Francis lives with his wife, Isabelle and is a devoted father to his four children. He is an active board member in and supporter of, various arts, education and community organizations, as well as the owner of Sanford J. Greenburger Associates, Inc., a full-service literary agency based in Manhattan. He spends his free moments in search of the perfect backhand or skiing (carefully) down the slopes.

William L. Mack

William L. Mack

Chairman of the Board of Directors

MACK-CALI REALTY CORPORTATION

Mr. William Mack is the Chairman of the real estate investment firm, the Mack Real Estate Group. Founded by Mr. Mack and his two sons, Richard and Stephen, the Mack Real Estate Group specializes in domestic and international real estate development opportunities and the property management of the company’s commercial assets and is a primary lender for commercial real estate mortgage debt. Prior to launching the Mack Real Estate Group, Mr. Mack was the Founder and Chairman of AREA Property Partners (formerly Apollo Real Estate Advisors). The AREA Funds collectively invested in more than $60 billion of diversified real estate ventures in 25 countries throughout the world. The investments include office and retail facilities, hotels, multi-family residential housing, mortgage securities, housing companies, land investments, and public and private real estate operating companies. Mr. Mack is also Chairman of the Board of Directors of Mack-Cali Realty Corporation, a publicly traded REIT that owns and operates a portfolio of Class A office and office/flex buildings located in the northeast United States. He is President and CEO of the Mack Organization, a national owner, investor and developer of warehouse and retail facilities.

Mr. Mack is the Chair Emeritus of the Board of Overseers of the Wharton School, where he received the Dean’s Medal, the school’s highest honor, a former Vice Chair of the University of Pennsylvania’s Board of Trustees, and a former Vice Chair of the Wharton Real Estate Center Advisory Board.

Mr. Mack is the Chairman of the Board of the Solomon R. Guggenheim Foundation (worldwide museums). He is the Vice Chairman of Northwell Health (formerly North Shore-Long Island Jewish Health System) where he serves on its Executive Committee, and serves as a Trustee and Member of the Executive Committee of Lenox Hill Hospital. He is also a Director of the Palm Beach Civic Association.

Mr. Mack is a Director of Florida Community Bank anda Director of Hudson’s Bay Company. He is a past Director of Retail Opportunity Investments Corporation; Wyndham International, Inc.; the Bear Stearns Companies, Inc.; Vail Resorts, Inc.; and the Empire State Development Corporation. Mr. Mack is a former Member of the Regional Advisory Board of JP Morgan Chase. Mr. Mack is a past Chairman of the Long Island Power Authority, the Jacob K. Javits Convention Center Development Corporation of New York, and the New York Convention Center Operating Corporation.

Mr. Mack attended Brooklyn Technical High School, the University of Pennsylvania and Wharton School of Business and Finance, and the School of Business of New York University.

David Weinreb

David Weinreb

CEO

THE HOWARD HUGHES CORPORATION

David R. Weinreb is the Chief Executive Officer and a Member of the Board of Directors of The Howard Hughes Corporation. Known for his passion, tenacity and entrepreneurial spirit, Mr. Weinreb has directed the company's efforts since its emergence in 2010, building a portfolio of some of the most sought-after real estate in the country. His vision, leadership and acumen led him to be honored as the 2013 Ernst and Young Entrepreneur Of The Year® Award in Real Estate for the region. In 2012, he was named as one of the Top 200 CEOs in the U.S. by ExecRank, and in 2015, he was listed in the 2015 Commercial Observer Power 100 as one of 100 most powerful people in New York City real estate.

A real estate industry veteran for over 30 years, Mr. Weinreb spent 17 years as Chairman and CEO of TPMC Realty Corporation, a company he built into a multi-faceted investment firm prior to joining The Howard Hughes Corporation. Located in Dallas, TX, TPMC, whose tenant roster included many Fortune 500 companies, specialized in the acquisition and repositioning of underperforming real estate and real estate related assets across the United States. In addition to development, ownership and management of real estate, the firm's activities included mezzanine financing and private equity investing.

Mr. Weinreb attended New York University and began his real estate career in the 1980s in New York City. He is a member of the International Council of Shopping Centers and the Urban Land Institute. He also serves on the Advisory Council of the Lusk Center for Real Estate at the University of Southern California. His philanthropic interests are both local and national.

Joseph J. Sitt

Joseph J. Sitt

President & CEO

THOR EQUITIES

Joseph J. Sitt is President & CEO of Thor Equities, a global leader in urban real estate development, leasing and management of commercial, residential, retail, hotel and mixed-use assets. Founded in 1986 by Mr. Sitt, the company owns prime property in the United States, Europe and Latin America, with portfolio transactions and a development pipeline in excess of $10 billion and totaling more than 20 million square feet.

Mr. Sitt is also CEO of Thor Retail Advisors, a premier leasing agent and exclusive representative of global retailers in their search for prime locations; Chairman of Thor Urbana, which develops and acquires retail, office and mixed-use properties in Mexico City and other large Mexican cities; and Chairman and Managing Principal of Thor Urban Property Funds, an investment vehicle serving pension funds, investment banks, top-tier college endowments and foundations.

He was awarded the 2014 Ernst and Young Entrepreneur of the Year award, and has been named by political magazine City & State as one of the Most Powerful People in New York. Harvard professor Michael Porter and the Initiative for a Competitive Inner City (ICIC) have also honored him for his commitment to fostering healthy competitive business conditions and new opportunities in inner city neighborhoods.

He has served on the board of the Real Estate Roundtable in Washington, D.C., the Department of Real Estate at Baruch College, and is a member of the Partnership for New York City. Mr. Sitt also serves on the board of the Bedford Stuyvesant Corporation, founded by Robert F. Kennedy and Jacob Javits. He is a managing director of the Venetian Heritage Museum, and Chairman of the Sephardic Heritage Museum.

Mr. Sitt is Chairman and Founder of Global Gateway Alliance, a non-profit organization established to address the major challenges facing the New York-New Jersey region’s aging airport system and related infrastructure.

He has served on the boards of the Downtown Brooklyn Council economic development advocacy group, REBNY’s Board of Governors, and as Chairman of the Brooklyn Fulton Street Business Improvement District. He has spent much of his career focusing on youth development and education, serving on the Boards of Brooklyn’s Flatbush High School and TAB High School, leading a teen program and acting as an ongoing mentor and guidance counselor to wayward Brooklyn youth.

Mr. Sitt founded women’s clothing retailer Ashley Stewart, expanding the company to 380 stores in over 100 cities. Its phenomenal growth prompted many national retailers to take notice of opportunities in the urban marketplace. A key to his success at Ashley Stewart was identifying and leveraging the best real estate opportunities for its stores. In 2000, he decided to divest his interest in Ashley Stewart and focus exclusively on Thor Equities. Mr. Sitt is a graduate of New York University's Stern School of Business.

 

Andrea Olshan

Andrea Olshan

CEO

OLSHAN PROPERTIES

Andrea Olshan serves as Chief Executive Officer of Olshan Properties and is responsible for the strategic direction of the company, its investment activity and capital partnerships. Through her membership in the Investment Committee, Ms. Olshan evaluates new investment opportunities and represents the Company in its third-party investments.

Prior to the position of Chief Executive Officer of Olshan Properties, Ms. Olshan served as the Chief Operating Officer and was responsible for the day-to-day functions of the Olshan Properties operating divisions: leasing, property management, asset management, development and construction. Her strategic accomplishments included consistent double digit revenue and net asset value growth. During her tenure at Olshan Properties, the company has developed or acquired 7 million square feet of income-producing real estate including retail, residential, hotel and office assets.

In addition to her real estate career, Ms. Olshan is actively involved in numerous civic and social service organizations. She serves on the Steering Committee of the Council of Conservators at the New York Public Library, as class Co-Chair for the Harvard College Fund, is President of the Graduate Board of the Hasty Pudding Club -- Institute of 1770, and serves as Trustee of the Horace Mann School. Ms. Olshan also serves as board member of the 92Y and co-chairs their Emerging Leadership Committee.
Ms. Olshan graduated Magna Cum Laude from Harvard and received her MBA from Columbia Business School.

Bruce Cohen

Bruce Cohen

Chief Executive Officer

WRIGHTWOOD FINANCIAL

As Chief Executive Officer of Wrightwood Financial, Bruce is responsible for leading all aspects of the company’s operations. Prior to forming Wrightwood Financial, Bruce was a Senior Partner in the real estate group of Ares Management, a leading global alternative asset management company. He also served as President and COO of Ares Commercial Real Estate where he oversaw more than $1 billion of investment activity. Bruce joined Ares in 2011 upon completing the sale of Wrightwood Capital’s operating platform to Ares. During his tenure, he retained oversight of the Wrightwood Capital portfolio, as well as its third party funds, and continues in this capacity in his role at Wrightwood Financial. From its inception in 2004 until 2011, Wrightwood Capital was responsible for more than $4 billion of investment activity.
Bruce earned an M.B.A. from the University of Chicago Booth School of Business and a B.A. from Tufts University. He currently serves on the boards of Wrightwood Capital, Erdman, a preeminent design-build firm focused on healthcare, and Cortland Partners a multi-family real estate investment and management firm. He is also a member of the real estate advisory boards of Northwestern University’s Kellogg School of Management and The University of Chicago Booth School of Business, as well as the Board of College Possible, an organization focused on making college education possible for low income students.

Sandeep Mathrani

Sandeep Mathrani

CEO

GGP, INC.

As a leader in the real estate industry with more than 20 years of experience, Sandeep Mathrani is the chief executive officer and director of General Growth Properties (GGP), the second largest retail real estate owner in the United States. Prior to joining GGP in 2010, Mathrani was president of retail for Vornado Realty Trust, where he oversaw the U.S. retail real estate. For eight years, Mathrani held the position of executive vice president at Forest City Ratner, where he was responsible for their retail development and leasing in the New York City metropolitan area. He serves on the board of trustees for the International Council of Shopping Centers (ICSC), executive board of NAREIT and was recently introduced as a new member to the board of directors of Host Hotels & Resorts, Inc. He holds a master of engineering, master of management science and bachelor of engineering from Stevens Institute of Technology in Hoboken, N.J.

Bill Rudin

Bill Rudin

CEO

RUDIN MANAGEMENT COMPANY

As CEO and Co-Chairman of Rudin Management Company, William C. Rudin oversees the Rudin real estate portfolio in New York City. Bill currently serves as Chairman of the Battery, and is a Board Member of the Partnership for New York City, the Mayor’s Fund to Advance New York City, the Metropolitan Museum of Art, New York University, the Alliance for Downtown New York, the Economic Club of New York and the Alfred E. Smith Memorial Foundation. He is Chairman of The Real Estate Roundtable; and is the Chairman-elect of the Real Estate Board of New York (REBNY). Following Hurricane Sandy in 2012, Bill was appointed President of NY State Governor Cuomo’s Empire State Relief Fund; and was appointed by the Governor to serve on the Pataki-McCall New York State Tax Relief Commission. He is a member of The Council on Foreign Relations and The New York City Marathon Committee.

Norman Sturner

Norman Sturner

Founder & CEO

MHP REAL ESTATE SERVICES

Norman Sturner is a founding Principal of MHP Real Estate Services and serves as President and Chief Executive Officer of the firm.

Mr. Sturner has engaged in all aspects of the New York real estate market, including project acquisition, management and brokerage. He is responsible for the firm’s acquisition and disposition activities and has acquired and sold more than 150 properties with an aggregate value of more than 12 Billion dollars.

Recently, Mr. Sturner was honored for the sixth year in a row by The Commercial Observer as one of the 100 most powerful people in New York Real Estate.

Norman Sturner is an approved Receiver by The New York State Office of Court Administration (OCA).

Mr. Sturner is a Board Member of: Real Estate Board of New York, Grand Central Partnership, New York Realty Foundation, Jewish Braille Institute and Association for a Better New York.

 

Paul Fried

Paul Fried

Executive Managing Director and Head of Equity Capital Markets

GREYSTONE & CO., INC.

Paul M. Fried, Executive Managing Director and Head of Equity Capital Markets, is responsible for leading Greystone’s equity capital placement services. Paul and his team provide advice on structuring creative equity solutions and source institutional equity capital on behalf of real estate owners and developers across all commercial property types.

Paul joins Greystone Bassuk from L&L Holding, where he was a Managing Director and head of Equity and Debt Capital Markets. He brings broad experience in raising capital for real estate projects and advising clients on capital strategies. With experience spanning over two decades and numerous economic cycles, he provides clients with a unique perspective on successfully managing the equity capital markets. At L&L, alone, his assignments encompassed over $4 billion in strategic acquisition, equity recapitalization and development projects, for projects such as the development of 425 Park Avenue in Manhattan.

Paul has extensive experience working with owners and investors across the country on all product types, putting together entire capital stacks. Previously, he was a Director at Deutsche Banc Mortgage Capital and a member of the Investment Committee, and co-founder and Chief Operating Officer of mezzanine lender Allegiance Capital. Regarding his work with clients and their equity needs, he credits his years with Milbank, Tweed, Hadley & McCloy for providing both the legal and financial fundamentals of equity and debt transactions and a deep exposure to the dynamics of capital market transactions and the approach to fashioning client solutions and guiding clients.

Paul has a JD from Rutgers (Newark), where he was an Editor of the Law Review, and a BA from Rutgers College (New Brunswick; History) where he was a Henry Rutgers Scholar. He is a Council Member of the Urban Land Institute.

Adam S. Metz

Adam S. Metz

Head of International Real Estate

THE CARLYLE GROUP

Adam S. Metz is a Managing Director and Head of International Real Estate at The Carlyle Group. Carlyle manages ten real estate funds and related investment vehicles that invest in a range of real estate assets in Asia, Europe and the United States. He is based in Washington, DC.

Most recently, he was Senior Advisor to TPG Capital’s Real Estate Group, an opportunistic investor in real estate platforms. The Group invested over $2 billion of equity capital since its formation in 2009.

Prior to joining TPG in April 2011, Mr. Metz was the Chief Executive Officer of General Growth Properties, Inc. from November 2008 until December 2010. Mr. Metz led GGP through the largest bankruptcy and restructuring in REIT history. During his tenure as CEO, the total return (including stock price appreciation and dividend reinvestment) was 906%. Before joining GGP, Mr. Metz was co-founding partner of Polaris Capital LLC, which was formed in 2002 and was in the business of owning retail real estate assets throughout the United States. Polaris partnered with the Blackstone Group in the shopping center assets it owned.

From November 2000 through May 2002, Mr. Metz was Executive Vice President and Chief Investment Officer of Rodamco, North America. Rodamco owned over $6 billion in real estate assets, primarily dominant regional malls. Rodamco was a public company listed on the Amsterdam Stock Exchange. In May of 2002, Rodamco N.A. was sold to a consortium of regional shopping mall companies made up of The Rouse Company (subsequently acquired by General Growth Properties), Simon Property Group and Westfield.

Mr. Metz held numerous positions with Urban Shopping Centers, Inc., a NYSE listed REIT including President, Chief Financial Officer and Director of Acquisitions. Urban was in the business of owning, acquiring, managing, leasing, developing and redeveloping super-regional and regional malls. Urban was purchased by Rodamco in November 2000 in a friendly transaction. From the IPO in 1993 until 2000, when the Company was sold, the total return (includes stock price appreciation and dividend reinvestment) was 238%.

Mr. Metz was a Vice President in the Capital Markets group of JMB Realty, where he was employed from 1987 to 1993. From 1983 to 1987, he worked in the Commercial Real Estate Lending Group at The First National Bank of Chicago as a Corporate Lending Officer.

Mr. Metz is currently a member of Real Estate Roundtable, ICSC and ULI. He also serves on the advisory boards of the real estate programs at both Cornell University and Northwestern University.

Mr. Metz received his Masters of Management degree from Northwestern University and his Bachelor’s degree from Cornell University.

 

Nelson Mills

Nelson Mills

President & CEO

COLUMBIA PROPERTY TRUST, INC.

As President, Chief Executive Officer, and Director of Columbia Property Trust, Nelson Mills is responsible for the company's overall strategy, capital transactions, operations, and the performance of its portfolio of investments. Mr. Mills served as an Independent Director on the Columbia Property Trust Board since 2007 before being named President and Chief Executive Officer in 2010. In this position, he led the company in the establishment of an internal management team, a substantial repositioning of the portfolio, enhanced and expanded access to more efficient capital resources, and the development of a comprehensive strategic plan and growth strategy for the future.

Mr. Mills has 29 years of experience in the real estate investment and financial services industries. Prior to joining Columbia Property Trust in 2010, he served for five years as the President and Chief Operating Officer of Williams Realty Advisors, LLC, manager and advisor to a series of real estate investment funds serving both institutional and individual investors. In this role, he was responsible for the firm's investment and financial strategy and oversaw the design, formation, investment, and operations of several substantial funds, across multiple asset classes.

Previously, Mr. Mills served as Chief Financial Officer with Lend Lease Real Estate Investments (US), Inc., one of the world's largest institutional investment managers specializing in the acquisition and management of commercial real estate. He began his career in the financial industry as a partner with KPMG LLP, specializing in tax and transaction advisory services for the real estate industry. He received a B.S. in Business Administration from the University of Tennessee, and an M.B.A. from the University of Georgia.

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 Strategies (MRECS). Mr. Sotoloff previously served as Managing Director and Head of U.S. Originations of Blackstone Real Estate Debt Strategies (BREDS) fund series and was a founding member of the Advisor. Over the past 7 years Mr. Sotoloff helped to build Blackstone Real Estate Debt Strategies into a $10Bn (equity capital) platform. Mr. Sotoloff oversaw structured finance acquisitions including both origination and legacy loan portfolio investment activities on behalf of the BREDS series fund and developed and executed the key strategies of the program including: legacy loans, legacy CMBS and new originations plus sourced several large, successful equity deals for Blackstone Real Estate Partners Equity program. Mr. Sotoloff served as a member of the Investment Committee for Blackstone Mortgage Trust (NYSE: BXMT), the Review Committee for the Blackstone Tactical Opportunities Fund and served on the Board of Directors of Landmark Apartment Trust. Mr. Sotoloff led the development of BREDS’ key, multi-faceted strategies including: CMBS securities, CMBS JV, legacy loans -- $4Bn+ face purchased in 173 credits and over 90 discrete investment deals since inception and contributed to the successful launch of Blackstone Mortgage Trust. Prior to joining Blackstone, Mr. Sotoloff was a Principal at Tribeca Associates, where he 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 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. 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.

Nolan Hecht

Nolan Hecht

Managing Director

SQUARE MILE CAPITAL MANAGEMENT

Nolan oversees hotel investments and hotel asset management at Square Mile. In this role, Nolan assists in originating, structuring, underwriting and closing investments, assists with all ongoing asset management duties related to hospitality investments, including managing brand and franchise relationships and overseeing capital markets transactions, including refinancings and dispositions and leads hospitality workout and special servicing activities. Nolan is an active member of the ULI Hospitality Development Council and a frequent speaker at major hospitality conferences. Prior to joining Square Mile in 2010, Nolan was a Vice President at AIG Global Real Estate, overseeing worldwide hospitality investments and asset management. Nolan is a graduate of the Cornell University School of Hotel Administration, where he concentrated in real estate finance.

Jennifer Gandin

Jennifer Gandin

Principal, Investments

CIM

Jennifer Gandin is Principal, Investments of CIM Group, and is actively involved in CIM Group’s Infrastructure Investing Platform. Ms. Gandin has sourced and executed transactions in CIM’s renewable energy, water and utilities, waste, urban transportation and social infrastructure verticals, and oversees these investments. She serves on CIM’s Investment and Asset Management Committees and serves on the boards of SkyPower Global and the Southern California Water Banking Authority.

Ms. Gandin received a B.S. in Business Administration from University of California, Berkeley and an M.B.A. from Columbia Business School.

Roland Du Luart

Roland Du Luart

Managing Partner, Head of US

LFPI

Holding a MBA and a BA from the University of Chicago Roland worked at the M&A Department of Lazard New York, then Lazard Paris. In 2004, he joined UBS Real Estate Group where he was Executive Director and gained experience in sourcing, supervising due diligence, structuring and negotiating transactions for a total amount of more than $20 billion for listed and unlisted real estate companies, private equity funds, hedge funds, family offices, retirement funds and sovereign funds. In 2013, he joined the LFPI team as Managing Partner in charge of the US activity.

Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

RémyRaisner is the Founder and CEO of Proteus Capital Management and oversees all parts of the company’s business. Mr. Raisner brings domestic and international experience to real estate investments and has executed assignments in the United States and throughout Latin America (Mexico, Brazil, and Argentina). After working as an Equities Trader on the proprietary desk at RBC Capital Markets in New York, Mr. Raisner joined Knightsbridge Partners, a real estate Private Equity firm, where he focused on Latin American acquisitions and was based in Buenos Aires. Most notably, he worked on the acquisition of 2,000 acres in the West Argentinean province of Mendoza, to be developed into a wine vineyard, luxury hotel, golf course, and polo field.

Prior to his career in finance, Mr. Raisner played professional basketball in France. Mr. Raisner holds a Bachelor’s Degree from Fairleigh Dickinson University and a MBA from Columbia Business School, where he received Dean’s List honors. He is a native speaker of French, speaks Spanish and basic Portuguese.

Michael Maturo

Michael Maturo

President

RXR REALTY

Michael Maturo is a founding Managing Partner and serves as President of RXR Realty LLC (“RXR”), a multi-billion dollar private real estate company which was formed subsequent to the sale of Reckson Associates Realty Corp (“Reckson”)(NYSE:RA) to SL Green, one of the largest public Real Estate management buyouts in REIT history. In this capacity, he develops, implements and oversees RXR’s corporate strategy and investment fund and asset management businesses as well as all capital markets activities. Mr. Maturo is a member of RXR’s Investment Committee and its Board of Directors. He is also a Principal and member of the Investment Committee of RXR Real Estate Opportunity Fund, LLC, RXR Real Estate Value Add Fund LLC and RXR Emerging Markets Fund LLC and RXR Real Estate Value Added Fund III, LLC.

Prior to the Reckson/SL Green merger, Mr. Maturo served as President and a member of the Board of Directors at Reckson. Mr. Maturo was also Chairman of the Investment Committee and had oversight responsibility over the company’s allocation of capital. Mr. Maturo worked in tandem with the Company’s CEO in developing and implementing Reckson’s corporate and operating strategies. Mr. Maturo was at Reckson from 1995 until January 2007 and during his tenure completed over $30 billion in capital markets transactions.

In addition, Mr. Maturo serves on a number of outside Boards and Committees including First Vice Chairman of the Board of Directors of the Long Island Association (LIA), as well as a Member of its Executive Committee and Chairman of its Economic Development Committee, Chairman of the Board of Directors of the Catholic Foundation of Long Island, Member of the Cold Spring Harbor Laboratory Advisory Board, Member of the Board of Trustees of the Diocese of Rockville Centre Pension Plan and Member of the Real Estate Roundtable. Mr. Maturo was appointed by Governor Cuomo in December 2012 to the Board of Trustees of the Long Island Power Authority (LIPA) where he served as Chairman of the Personnel and Compensation Committee and member of the Finance and Audit Committee and the Operations Transition Committee. Mr. Maturo completed his tenure on the LIPA board in January 2014.

Frederick N. Cooper

Frederick N. Cooper

Senior Vice President - Finance, International Development & Investor Relations

TOLL BROTHERS, INC.

Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relations Departments. As the firm’s in-house investment bank, his team is responsible for Toll’s capital markets and investor relations activities as well as its partnering relationships with major U.S. and international financial and development institutions. Since formation, his team has raised over $15 billion from U.S., European and Asian banks, the public capital markets and institutional partners. In addition to capital raising, the group advises on complex project structuring, joint ventures, corporate mergers and acquisitions and major property acquisitions.

Fred has been financial point for Toll’s expansion into the urban high-rise condo business through Toll Brothers City Living, which has grown into an operation of over 40 buildings and 5,000 units, and into the rental apartment business through Toll Brothers Apartment Living,which now controls $3 billion in assets in a pipeline of completed and in-development projects totaling over 12,000 units. Fred has also overseen Toll Brothers’ exploration of international development opportunities in Asian, Latin American, and Middle Eastern markets.

From 1989 to 1993, Fred was Director of Corporate Finance and Planning at DKM Properties Corp., the real estate arm of the Dyson-Kissner-Moran Corporation, one of the nation’slargest private companies. From 1984 to 1989, he was Senior Vice President and a member of the Executive Committee of the Financial Services Corporation, New York City’s economic development bank. From 1980 to 1983 he worked in community-based affordable housing and economic development in the South Bronx and Brooklyn, New York.

He holds an A.B. from Brown University, a Master of Public Policy in finance and international development from Harvard University’s Kennedy School of Government and an Advanced Professional Certificate in Finance from New York University’s Graduate School of Business Administration.

Jeffrey Carswell

Jeffrey Carswell

Partner, Capital Markets

THE SHIDLER GROUP

Mr. Carswell is a Partner of The Shidler Group, a financier in the field of real estate investing debt and equity capital into properties and creating and capitalizing new real estate-related companies. Mr. Carswell focuses on the financing of new acquisitions and the development of joint venture relationships with capital and operational partners. As such, Mr. Carswell has employed his in-depth knowledge of securitized markets and structured finance solutions to lead the structuring and funding of debt instruments totaling in excess of $2 billion.

Mr. Carswell joined the Shidler Group in 2011 as Director of Capital Markets of Alliance Partners, one of The Shidler Group’s affiliated companies, where he led the acquisition and financing of office and industrial assets valued at $750 million. Mr. Carswell also led the formation of the Shidler Group's joint venture hospitality platform that acquired over 3,700 keys in the span of 24 months.

Prior to joining the Shidler Group, Mr. Carswell was the founder and CEO of Oak River Capital LLC, a boutique investment-banking firm focused on capital raising and restructuring advisory services.

Mr. Carswell holds a Bachelor of Arts degree in psychology from Villanova University and is a frequent speaker at industry events.

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 investing firm that seeks to create long-term value for its investors and clients. Formed in 2010, GreenOak Real Estate is a highly focused global platform with an experienced and cohesive senior team that possesses a long and successful track record investing in and managing real estate. The firm has offices in New York, Los Angeles, London, Madrid, Tokyo and Seoul with dedicated teams that possess local knowledge, experience and extensive networks in each market. Since inception, GreenOak has raised approximately $6 billion of equity to invest in targeted strategies and assets and acquired approximately $9bn of real estate assets globally. Sonny was previously the Global Co-Head of Morgan Stanley’s Real Estate Investing business and President of the Morgan Stanley Real Estate Funds until early 2009. At its peak, the MSREI platform had approximately $100 billion of AUM in 33 countries. From 1997 through 2006, Sonny and his team led the formation of Morgan Stanley’s property business in Asia and built the leading real estate platform in the region. Sonny was recently named by PERE as one of the 100 most influential people in private real estate from the past decade. Sonny is a graduate of Georgetown University with a degree in Business Administration and is a member of the Georgetown’s Board of Regents. He also serves on the board of several organizations including: The Spence School, Teaching Matters, The Starfish Foundation, Room to Read, AHRC New York City Foundation, Jorge Posada Foundation, and the Asia Society. He is a member of the Young Presidents Organization and an Adjunct Professor at Columbia University in the Master’s of Real Estate Program.

Sonny is married and resides in New York City with his wife and two children.

Cynthia Foster

Cynthia Foster

President, National Office Services

COLLIERS INTERNATIONAL NY LLC

Cynthia is President of National Office Brokerage for Colliers, the world’s third largest publicly traded (“CIGI” on NASDAQ) real estate services company. She leads the firm’s U.S. National Office Services platform and advises office tenants on strategic real estate matters. She takes a leadership role in managing and developing key client relationships throughout the U.S. on behalf of Colliers.

Cynthia has a long history of success in commercial real estate and has more than 25 years of experience. She has executed some of the world’s most notable real estate transactions, completing more than 9 million square feet of transactions and $12 billion in sales and restructurings. Prior to joining Colliers, she served on the Global Leadership Team and the Office of the President at Cushman & Wakefield (C&W). She joined C&W in 2001 with the firm's acquisition of Cushman Realty. Prior to that, she was part of Lazard’s real estate investment banking group.

Cynthia has industry specific leadership roles. She is on the President’s Council of the Real Estate Roundtable, and is Chairperson and member of the Board of Trustees for ULI, and was the 2012-2015 chairperson of its CRC Blue Council. In addition, she is on the Board of InPoint Commercial Real Estate Income, a private REIT.

In addition to her work in the commercial real estate industry, Cynthia is also active in philanthropic leadership. She is on the Board of Trustees, the Executive Committee and Chairperson of Planning 2025 for Hospital for Special Surgery (HSS), where her work led to being honored by the United Hospital Fund as Trustee of the Year in 2016 for leadership and service. She is on the Board of Trustees for the Museum of the City of New York, and has been honored by non-profits for her active philanthropy including the Hudson Valley Hospital, Campaign for the Westchester Children's Museum, and The Northside Center for Child Development.

Cynthia is recognized widely for her real estate industry achievements. In 2015 and 2008, Cynthia was named one of Real Estate Forum's "Most Influential Women in Real Estate." In addition, she has been honored as one of the “Top Women in Real Estate” by Sokol Media.

David Gilbert

David Gilbert

Chief Executive Officer & Chief Investment Officer

CLARION PARTNERS

David Gilbert is an equity owner and the Chief Executive and Investment Officer of Clarion Partners. He is a member of the Firm’s Executive Board and Operating Committee, as well as Chairman of the Investment Committee. David is also responsible for oversight of Clarion Partners’ Investment Research Group. He joined Clarion in 2007 and began working in the real estate industry in 1983. David is on the Board of Directors of the Pension Real Estate Association and on the Board of Trustees for the Urban Land Institute.

Meir Cohen

Meir Cohen

CEO

COHEN EQUITIES

Throughout his career Meir Cohen has proven himself to be exceptionally adept at identifying and capitalizing on opportunistic investments that focus on overlooked potential. Born in Israel, Mr. Cohen began his real estate career in New York City in 1984 with only a few hundred dollars. In his first few years Mr. Cohen completed over forty transactions and developed a complementary parking business throughout Greater New York City. In 1992, Mr. Cohen and his partner created C&K Properties, a real estate investment firm that has owned and operated over six million square feet of commercial property interests. Mr. Cohen founded Cohen Equities in the wake of the financial crisis as a new vehicle to focus on acquiring distressed real estate assets. Since its inception in 2011, Cohen Equities has acquired over fifty properties culminating in over four million square feet of office and retail assets throughout the United States. Under Mr. Cohen’s leadership, the firm continues to aggressively expand its national value-add platform.

Mr. Cohen lives in Manhattan with his wife and four children and is active in various philanthropic and civic causes.

Philip Clark

Philip Clark

Head of Property Investment

KAMES CAPITAL

Phil joined Kames Capital (part of AEGON Asset Management, one of the largest global financial services companies) in 2007 and established its property investment business. He is a member of the Kames Strategic Executive Committee and leads the Property Investment team for which he has overall responsibility for strategy, business and investment management. Phil also chairs the Kames Property Investment Committees and sits on Kames all asset investment committee. The Kames Property Investment business was voted Property Fund Manager of the year in 2017 by the UK Professional Pensions industry, having also won the award in 201

Known as one of the UK’s most experienced real estate investors, he has previously held the positions as the Chairman of the Education Strategy Group of the Investment Property Forum (the UK’s leading property industry body), before being appointed as the Chairman of the IPF Board, and was a Visiting Lecturer on the Masters Real Estate Programmes at City University. Phil also established what the United Nations describe as the world’s first sustainable property investment fund.

He is a current member of the Bank of England Commercial Property Forum and current Co-Chair of the Property Industry Alliance Debt Group, which represents the UK real estate industry on UK real estate debt matters. He is an advisory board member of both the City University Real Estate Advisory Board, and the Global Real Estate Sustainability Benchmarking body (GRESB) and a member of the Royal Institution of Chartered Surveyors Commercial Property Forum.

Phil is a Member of the Royal Institute of Chartered Surveyors, an FCA Authorised Person and has a Bsc from Surrey University and an MA from City University, Cass Business School.

Phil is a Trustee of the University of London, sits on its Board of Trustees, is Chair of its Estates Strategy Committee and also sits on its Investment committee.

Mark J. Gordon

Mark J. Gordon

Managing Partner

INTRINSIC HOTEL CAPITAL

Mark has over 28 years of experience in the real estate industry and is widely regarded as an expert in the hotel industry. During his career, he has been involved in many aspects of the hospitality business including development, acquisitions, renovation, operator selection, design, asset management, financing, sales, advisory and business management.

Mark recently created Intrinsic Hotel Capital, a value add investment platform designed to acquire existing hotels on a national basis that have in place cash flow but are under performing. The acquisition strategy is to enhance performance through a combination of operational and physical improvements and aggressive asset management.

Mark previously spent 6 years as Managing Partner of Tribeca Associates where he oversaw $1.5 billion of acquisitions and development in Manhattan. Some of his most notable projects include;

The Baccarat Hotel and Residences where the hotel was sold in 2015 for the highest price per key ever achieved in the United States at $2.1m per key and the residences are now 99% sold out.

The Marriott Residence Inn World Trade Center, an adaptive reuse of an office building into a 243 key hotel with 20,000 square feet of destination retail.The hotel was ultimately sold for the highest price/key ever achieved for a select service hotel in Lower Manhattan at $630,000 per key.

The Moxy Downtown Hotel, a mixed use 33-story hotel/retail tower which is currently under construction. Mark continues to oversee the development of this project.

Prior to his development focus, Mark enjoyed a 20 year career as one of the top advisors to the hotel industry and had the good fortune of working on many of the industries’ most complex projects, including working with Donald Trump on the adaptive reuse of NY’s Hotel Delmonico into a luxury residential tower now known as Trump Park Avenue, creating a joint venture between Loews Hotels and Universal Studios to develop five hotels on the grounds of the Universal Studios Resort in Orlando, recapitalizing Ian Schrager Hotels, the corporate restructuring of Denihan Hospitality, the landmark sales of the Essex House, Park Central Hotel, St Francis Hotel and billions of other landmark hotel sales, financings and advisory transactions throughout the country. Mark was Managing Partner and Head of the Hospitality Group of Sonnenblick-Goldman, a national real estate investment banking firm, from 1994 to 2010. In 2000, Mark became a partner in the firm and oversaw its management, growth and ultimate sale to Cushman & Wakefield in 2007, resulting in the creation of Cushman & Wakefield Sonnenblick-Goldman. Upon selling the company, Mark became Head of Cushman & Wakefield’s National Hospitality Practice.

From 1989 to 1994, Mark was a Vice President of Williams Real Estate and was responsible for office building management and leasing in New York.

Mark has won numerous awards for his accomplishments in the real estate industry including Crain’s “40 under 40”, Americas Lodging Investment Summits “Deal of the Year” and Commercial Property News “Stars to Watch” and is a frequent speaker at hotel and real estate industry events.

Mark holds a Master’s Degree in Real Estate Finance from New York University and a BS in Finance from Ithaca College.

Phillip Summers

Phillip Summers

Managing Director

LAZARD

Phillip Summers is a Managing Director in the Real Estate Investment Banking Group at Lazard. He specializes in mergers and acquisitions, independent director/ special committee assignments, restructuring transactions and other strategic advisory assignments across all major asset classes.

Since joining Lazard in June 2003, Phillip’s clients for strategic mandates have included many leading public and private real estate owners, companies and families, including: Starwood Hotels, Extended Stay, Simon Property Group, MSR Resorts/GIC, Eagle Hospitality, Sodexo, Pyramid, First Industrial, Accor, Cole Credit Property Trust III, Equity One, Urban Edge, Cedar Realty Trust, Bizzi & Partners, Goldman Sachs/Whitehall, Town & Country Trust, Orient Express/Belmond, Pfizer, Lazard Frères Real Estate Investors/InTown Suites and Canada Pension Plan/Trizec.

Phillip is a member of various industry organizations, including the Urban Land Institute and International Council of Shopping Centers, among others.

Princeton University, AB in Economics with a certificate in Political Economy

Tinchuck A. Ng

Tinchuck A. Ng

International Chair, Real Estate Board

COTTONWOOD MANAGEMENT

Tinchuck Ng, is a global citizen and International Chair of Cottonwood Management LLC, an asset management and development company, based in Los Angeles with offices in Los Angeles and Boston.

Born and raised in Hong Kong and educated at Harvard and MIT, Tinchuck has successfully managed over USD 1.7 billion of cross-border capital and completed over 100 real estate transactions totaling over USD 2.3 billion in the US, Germany, Sweden and China on behalf of investors from over eight jurisdictions globally to-date.

Together with the real estate team at Cottonwood Management, Tinchuck is currently leading over USD 1 billion in mixed-use developments including EchelonSeaport in the Boston Seaport, Fifth Avenue in Manhattan,plus the firm’s other real estate activities.

Tinchuck is an experienced panelist and moderator most recently presenting in February 2017 at the 92nd Street Y City of Tomorrow Real Estate, Architecture & Design Conference, Private Equity Real Estate Asia Summit in March 2017, and at the MIT World Forum International Real Estate Conference in May 2016. She is a regular speaker at PEI and PERE conferences and theDLAPiper Global Real Estate Summit.

Ben Djiounas

Ben Djiounas

Executive Director

J.P. MORGAN SECURITIES LLC

Ben Djiounas has been a member of J.P. Morgan’s Public Finance Infrastructure Group since 2004, working with infrastructure clients on financing and advisory assignments. Ongoing assignments range across infrastructure asset classes, including social infrastructure, water, surface transportation and aviation. Prior to joining J.P. Morgan, Mr. Djiounas was a M&A specialist in the transportation sector. Mr. Djiounas graduated from Babson College with honors and is a CFA charter holder.

Russell Flicker

Russell Flicker

Co-Founder & Managing Partner

AWH PARTNERS

Russell Flicker is Co-Founder and Managing Partner of AWH Partners. Mr. Flicker has experience working on complex transactions for some of the largest, most successful investors, operators and developers in the world. Prior to founding AWH Partners, Mr. Flicker served as Ian Schrager Company’s Chief Investment Officer. Prior to Ian Schrager Company, Mr. Flicker managed Blackstone Real Estate Advisors’ hospitality development, redevelopment and repositioning team. Before Blackstone, Mr. Flicker was an Executive Vice President at The Trump Organization where he oversaw the development team in all aspects of underwriting, acquisitions, finance, design and construction. Mr. Flicker received his JD from Duke University School of Law and his BA in Business Administration from Olin School of Business at Washington University of St. Louis.

Denise Shull

Denise Shull

Decision Coach & Performance Architect

THE RETHINK GROUP

Denise K. Shull MA, Decision Coach and Performance Architect, leverages her extensive research and training in psychological science to solve the challenges of mental mistakes, confidence crises and slumps in professional athletes and Wall Street money managers. Denise is known for her radical approach to emotion and her uncanny effectiveness in coaching, training and assessing for the X-factor of human performance.

A former trader and trading desk manager, Shull’s Wall Street career began in 1994 with traders from the Chicago Board Options Exchange. She traded equites at two of the early proprietary trading firms before running two equities desks. Switching to futures, Shull joined the Chicago Board of Trade and traded commodities for her family fund, Rossiter Capital. In 2004, she also began translating neuroeconomics -- the new science of the brain and risk -- into investing and trading profits at banks, hedge funds and proprietary trading firms.

Her 2012 book, Market Mind Games, has been described as the “best of its genre” and a “Rosetta Stone of trading psychology”. Five years after publication it continues to garner 5-star reviews on Amazon while Shull continues to apply the work to hedge funds in the equities, commodities and foreign-exchange spaces and has worked with a wide range of AUM levels. Heads of bank desks at Citi, DB and HSBC have also depended on Denise for wise counsel.

In 2015, she was invited by Andrew Ross Sorkin to consult on Showtime’s drama BILLIONS and in 2016, Bloomberg’s Tradebook delivered the trader brain exercise (TBX) game based on her work. Shull also signed her first Olympic athlete – Pro Snowboard Cross Racer Lindsey Jacobellis – in 2016 and began work with a professional golfer in 2017.

An engaging speaker, Shull has received rave reviews for her keynotes at MIT’s Sloan Fellows program, WBR’s Equities and Fixed Income Leaders’ Summits, LiquidNet, Battle of the Quants, 100 Women in Hedge Funds Behavioral Finance Series and many other conferences.
The WSJ, FT, Bloomberg Markets, New York Observer and New York Times’ Dealbook have each profiled Shull’s work. In 2017, Business Insider covered Denise’s work extensively and in the years prior, she was also covered in Fortune, The Guardian, Toronto’s Globe and Mail and Risk Professional magazine. CNBC’s Squawk Box has featured Shull in both the US and Asia. She has also appeared on NRR’s MarketPlace, Bloomberg TV, Cavuto, PBS, The Discovery Channel and CNBC’s Halftime Report.

Shull graduated from Harvard Kennedy’s executive program in “Investment Decisions and Behavioral Finance” in 2009. She also holds a Master of Arts from The University of Chicago. Her thesis research, “The Neurobiology of the Theory of Freud’s Repetition Compulsion” was first published in 2003 in the Annals of Modern Psychoanalysis and was cited in 2013 as one of the first papers ever written in the emerging field of neuro-psychoanalysis. She had additional graduate-level training in modern psychoanalysis from The Mid-Manhattan Institute of Psychoanalysis and has been mentored by Dr. Charles Bershatsky, an exceptionally skilled and gifted psychoanalyst.

Shull resides in NYC but remains a lifelong fan of the Cleveland Browns and a relatively fast downhill skier.

John L. Habib

John L. Habib

Managing Partner

MENA BRIDGE ADVISORS LIMITED

Mr. Habib, a native New Yorker, is a commercial law and litigation attorney who has represented U.S., Middle Eastern and Asian corporate clients and entrepreneurs for almost 3 decades.

He is the founding Managing Partner of MENA Bridge Advisors Limited (MBA), a general practice legal consulting firm established in the United Arab Emirates in 2008. MBA specializes in counseling clients on U.S. and foreign laws, regulations and decrees impacting commercial transactions, litigation and arbitration matters. Mr. Habib also advises clients on market entry/market expansion strategic plans for the UAE, Gulf region and broader Middle East/North Africa (MENA) markets. Representative clients of MBA include Fortune 100 firms, private family-owned holding companies, joint venture SMEs, and IT accelerator programs with MENA regional offices.

In addition to practicing in private law firms throughout his career, Mr. Habib has held General Counsel and executive management positions in the U.S. and overseas, including the following:

  • General Counsel for manufacturing and distribution companies, supervising all U.S. and foreign legal and regulatory issues impacting business operations and real estate investments;
  • Business Unit President responsible for all domestic and international manufacturing, distribution, marketing, sales and acquisition and alliance initiatives; and,
  • Board of Directors member, Board Committee Chairman and Board Secretary for trade associations and governmental advisory agencies, including the AmCham Abu Dhabi, Abu Dhabi Council for Economic Development, AmCham MENA, U.S. Chamber of Commerce International Policy Committee , and Gulf Bond and Sukuk Association.

Mr. Habib has been admitted to practice law in New York, the District of Columbia, Maryland and Arizona. He obtained his law degree from Emory University School of Law, where he served as Editor-in-Chief of the Emory International Law Review, and his Bachelor's Degree in International Affairs and Political Science from Colgate University. He is married to Ms. Tanya Chuck-Habib, a UK-trained lawyer admitted to practice law in New York, and they divide their time between Manhattan and U.A.E. offices. (John.Habib@MENABridgeAdvisors.com)

 

David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

David Eyzenberg is President of Eyzenberg& Company, a NYC-based real estate investment bank with core competencies in arranging debt, preferred equity and mezzanine loans, and joint venture equity for existing, transitional and to-be-built projects. Additionally, Mr. Eyzenberg is a partner at Anika Equities, a private equity vehicle focused on the creation and acquisition of ground leases. Complementing his professional endeavors, Mr. Eyzenberg teaches graduate real estate finance studies in the New York University Schack Institute’s Masters of Science in Real Estate and NYU Stern MBA programs.

Mr. Eyzenberg previously was a principal and U.S. lead for the real estate capital raising practice of Avison Young. He co-founded and oversaw a group that during his tenure expanded throughout multiple offices and consummated well over $1B of financing transactions.

Prior to Avison Young Mr. Eyzenberg was a 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. Prior to running Prodigious Capital Group, Mr. Eyzenberg was associated with several boutique real estate investment banks. Mr. Eyzenberg began his real estate career on the buy side working for Merrill Lynch, Ramius Capital Group and Greenstreet Partners.

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 and also sits on the department's advisory committee. Mr. Eyzenberg is an active member of ULI, ICSC, RELA and MBA, and is a frequent speaker at industry events.

Paul Homsy

Paul Homsy

Partner

EATON & VAN WINKLE LLP

Paul Homsy has more than 30 years of experience in the Middle East (in the Arabian Gulf countries in particular) and additional experience in cross-border transactions.

Mr. Homsy practiced law in Riyadh, Saudi Arabia for five years as the managing partner of Sidley & Austin’s former office there. He has advised on billions of dollars of transactions involving acquisitions, joint ventures, technology transfer agreements, and conventional and Sharia compliant financings.

He also has a wealth of practical business experience and relationships among the sovereign wealth funds, ultra high net worth investors, banks, and investment companies of the Arabian Gulf to assist clients in developing and growing their businesses in that region.

Kenneth Weissenberg

Kenneth Weissenberg

Partner

EISNERAMPER LLP

Kenneth Weissenberg is a Tax Partner and Partner-in-Charge of the Real Estate Services Group. His extensive experience encompasses all aspects of the real estate industry, ranging from developing tax saving strategies for owning and operating property to structuring and negotiating complex sales, acquisitions, and financing transactions. Ken has been involved in over $50 billion of real estate transactions over the last 30 years.
Providing expert insight from both the legal and business perspectives, Ken consults with a variety of public and private REITs on tax planning and compliance issues ,including REIT formations, property contributions, and mergers and acquisitions. He serves a diverse client base that includes privately held and publicly traded real estate companies as well as prominent hotel and hospitality entities and world-renowned restaurants. Ken has also served as an expert witness and arbitrator in a number of complex litigations involving real estate issues. He represents the owners of some of the most well-known properties in New York City.

For more than 20 years, Ken has also been a leader in developing tax and advisory services for same-sex couples and families. He serves as the National Leader of the LGBT and Alternative Family Services Group. He assists with tax issues facing high net worth individuals, trust and estate planning and the impact of tax laws effecting both LGBT couples and the businesses where they work.

Additionally, Ken is a frequent writer and speaker on topics for various professional groups and news organizations.

Harry Dublinsky

Harry Dublinsky

Managing Director

EISNERAMPER LLP

Harry Dublinsky is a Managing Director in the Real Estate and Construction Services Group with over two decades in business advisory and accounting. Harry has been extensively involved in many high-profile and complex transactions; advising clients, providing due diligence, and crafting creative solutions for transactions ranging from the launch of start-up companies to a $6 billion REIT transaction.

Harry has advised and provided assurance services to many leading enterprises including real estate organizations, technology firms, and startup companies.

As an avid networker, Harry has developed strong, working relationships with key industry leaders, public officials, global companies, investment banks, entrepreneurs, family offices, and high net worth individuals, often bringing together his client base at private forums to present new investment opportunities.

Harry routinely gathers the brightest business minds to participate at various business events, ranging from intimate roundtables to co-founding the marquee EisnerAmper Real Estate Private Equity Summit which draws more than 500 attendees.

In recognition of his achievements, Harry was elected to The Counselors of Real Estate (CRE), an exclusive nationwide organization of real estate advisors. He is a past chairman of the Real Estate Committee of The New York State Society of CPAs. Over the course of his career, Harry spent six years at Big 4 firms and more than seven years in private industry.

Nelson F. Migdal

Nelson F. Migdal

Shareholder

GREENBERG TRAURIG

Nelson F. Migdal is Co-Chair of the Hospitality Practice. He focuses his practice on the acquisition and disposition of hotels, hotel operations and management, franchising, licensing and branding, development and finance, large mixed-use projects, hotel management agreements, licensing agreements, commercial real estate acquisition and sale, and commercial leasing.

He has prepared and reviewed management and franchise agreements, purchase and sale agreements, multiple building covenants, and other documents related to the acquisition, financing, development, leasing, management and disposition of hotels, resorts and other real and personal property.

Concentrations

  • Hospitality and resorts
  • Hotel management and operations
  • Real estate acquisition, development and leasing
Charles Weinstein

Charles Weinstein

Chief Executive Officer

EISNERAMPER LLP

Charles Weinstein is the Chief Executive Officer of EisnerAmper LLP and a member of the firm’s Executive Committee. With over 35 years of experience in the field of public accounting, Charly has held leadership positions throughout his entire career. Prior to the formation of EisnerAmper LLP, Charly was Managing Partner of Eisner LLP. The combination of Eisner LLP and Amper, Politziner & Mattia, which Charly oversaw, was recognized as “Deal of the Year” by the Association for Corporate Growth. Charly directed the merger of San Francisco-based accounting firm Harb, Levy & Weiland into EisnerAmper and has been instrumental in leading both merger-related and organic growth ever since.

In addition to his leadership position at EisnerAmper, Charly holds a number of corporate, industry and charitable positions. He helped to found and form EisnerAmper Global, an international network of independent member firms created to address the specialized needs of the financial services industry. Charly is an active member of the American Institute of Certified Public Accountants (AICPA), where he served on the Board of Directors and was Chair of the Major Firms Group. He is past-chairman of its Professional Liability Insurance Program and served on the Nominating Committee. He is an active member of the New York State Society of Certified Public Accountants (NYSSCPA). For what is now the 6th year in a row, Charly has been selected for the National Association of Corporate Directors’ “NACD Directorship 100,” a grouping of the most influential people in corporate governance and the boardroom. Charly was previously named Accountant of the Year by the Association for Corporate Growth.

Charly serves on the Boards of Directors of the Legal Aid Society of New York City, where he is Chair of the Audit Committee and The Partnership for New York City. He is the author of Establishing a Financial Framework For Your Company, is a frequent speaker before professional audiences and has lectured at universities on the topic of ethics in public accounting. He served on the faculty for The Learning Annex, where he taught a course on accounting.

Charly is a cum laude graduate of the State University of New York at Binghamton, where he received his B.S. in Accounting.

Christopher Loiacono

Christopher Loiacono

Partner

EISNERAMPER LLP

Christopher Loiacono is the Managing Partner of Services, responsible for the growth and quality of the firm’s service offerings. He is also a Tax Partner and a leader in the Tax Services Group. Chris is experienced in working with publicly and privately held clients, including family groups and high net-worth individuals.

Chris provides tax planning for companies and senior management in many industries, including manufacturing and distribution, software and technology, retail, financial services, media and entertainment, and service businesses. He also serves LBO funds, venture capital funds, hedge funds, securities broker-dealers, and investment advisors.

Chris is a frequent guest on television business programs and has been quoted in many top business media outlets. He has been with the firm for more than 20 years.

Peter M. Baumgaertner

Peter M. Baumgaertner

Partner

PILLSBURY WINTHROP SHAW PITTMAN LLP

Peter Baumgaertner, Pillsbury's New York Corporate team leader and head of the Latin America practice, handles multibillion-dollar matters for clients worldwide. Recognized by Latinvex among "Latin America's Top 100 Lawyers," Peter has spearheaded precedent-setting capital markets, project financing, restructuring, public-private partnership and lending transactions for a global clientele. He represents and counsels U.S. and international governmental units, equity sponsors, corporate borrowers, public utilities, institutional investors, investment bankers, credit enhancement providers, lenders, administrative agents and indenture trustees. Before joining Pillsbury, Peter was a partner at Dewey & LeBoeuf LLP in New York and was the resident U.S. partner in Dewey & LeBoeuf's Johannesburg, South Africa, office from 2008 – 2009.

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. 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.

Andrew G. Scandalios

Andrew G. Scandalios

Senior Managing Director

HFF LP

Mr. Scandalios is a Senior Managing Director and Co-Head of the New York office of HFF with 27 years of experience in the real estate investment banking business as a manager, advisor and transactional agent. Mr. Scandalios is primarily responsible for institutional-grade transactions in the Northeast.

Mr. Scandalios has been involved in real estate asset sales for major corporate, institutional and entrepreneurial owners totaling more than $22 billion. He has extensive experience transacting on all property types. Prior to joining HFF, Mr. Scandalios was a Senior Vice President at Rockwood Realty and an acquisition/dispositions officer at UBS Realty Advisors.

Jeffrey Berman

Jeffrey Berman

Managing Director

BLACKROCK

Jeffrey Berman, CFA, Managing Director, leads illiquid strategy development for BlackRock Alternative Specialists (BAS) in the US and Canada which includes BlackRock's real assets, private equity, and opportunistic platforms. BlackRock Alternative Specialists is focused on building and delivering the firm's global alternative investment platform to clients including public and private pension plans, insurance companies, foundations, endowments and industry consultants.

Mr. Berman has spent 11+ years at BlackRock including in the Financial Institutions Group. Mr. Berman was a director in business development and investor relations at Ahab Capital Management, Inc., a specialty credit investment firm and vice president in the client group at Drake Management, LLC, a global macro investment firm.
Mr. Berman earned a Bachelor of Business Administration degree, with high distinction, from the Stephen M. Ross School of Business at the University of Michigan and a Juris Doctor degree, magna cum laude, from Brooklyn Law School, where he was a Prince Scholar.

Sally Michael

Sally Michael

Partner

SAUL EWING ARNSTEIN & LEHR LLP

Sally Michael is the Managing Partner of the Boston Office of Saul Ewing Arnstein & Lehr LLP, and she is a member of the Real Estate Department. Sally has extensive experience representing owners and developers of real property on acquisitions, dispositions, financings, development, and leasing of all classes of commercial property. Sally also represents borrowers and lenders on restructurings and workouts of distressed debt. Sally is the lead counsel on many portfolio transactions and multi-state matters. In addition, she has significant experience in recapitalizations and joint venture equity transactions. Sally’ s practice is national in scope with a particular focus on the Northeast. Sally is a graduate of Suffolk University Law School and Brandeis University. She serves on the Board of Trustees and is a member of the Endowment Investment Committee for The Boston Home, which is a long term care facility located in Dorchester, Massachusetts.

Jeffrey Moerdler

Jeffrey Moerdler

Member

MINTZ, LEVIN, COHN, FERRIS, GLOVSKY AND POPEO, P.C.

Jeff is the head of the Real Estate and Communications practices in New York. With experience including almost 30 years as a general commercial real estate attorney, he has worked with many large national companies — particularly in the high-tech, telecommunications, financial services, health care, supermarket, and oil and gas sectors — as well as numerous smaller local clients.

His real estate practice is both national and local and includes representation of landlords and tenants in all types of leases; counseling owners and developers in the acquisition, sale, development, and renovation of property; advising lenders and borrowers in commercial loans; and the representation of all parties in real
estate litigation. He is actively involved in settling real estate, partnership and inter-family disputes.

During the past 30 years, he has developed a unique specialty practice in the intersection of real estate with communications, technology, and energy issues. He has extensive experience representing landlords, tenants, and communications service providers in the leasing, purchase, sale, and financing of data centers, switch facilities, colocation facilities, radio and television broadcast antennas, distributed and in-building antenna systems, rooftop antennas, and fiber-optic transactions as well as the wiring of buildings for broadband communications access. Jeff has also negotiated thousands of data center leases, master services agreements and colocation agreements, rooftop and cellular antenna leases, inside wiring agreements, and antenna tower leases throughout the country — covering over 500 million square feet.

He has also devoted a considerable portion of his practice to power and energy issues related to real estate and other technology matters, including large solar and wind installations and bulk power purchases. Jeff is also a member of the firm's Not for Profit Practice, Sports Law Practice and Israel Practice.

Jeff counsels developers, regional centers, senior lenders, and institutions on the strategic use of EB-5 capital in large-scale real estate transactions. Jeff has served as counsel to several EB-5 issuers and regional centers, with a specific focus on the real estate law aspects of transactions. Jeff also advises clients in the EB-5 space on all aspects of deploying capital into projects and has experience as well in negotiating intercreditor agreements on behalf of senior lenders and EB-5 regional centers.

A frequent speaker on real estate, data center and telecom topics around the country, Jeff has also written a column called Leasing on the Level, covering leasing topics in Real Estate Weekly. He is a member of the board of advisors and regular contributor to Commercial Lease Law Insider, Commercial Tenant’s Lease Insider, and Communications Environmental and Land Use Law Report. In addition, he frequently contributes to Mortgage and Real Estate Executives Report and is regularly quoted in the New York Times, the Wall Street Journal, Commercial Property News, Real Estate Weekly, and other publications.

In the past, he has served in numerous governmental positions, including as a Commissioner of the Port Authority of New York and New Jersey (including serving as the lead board member of many large public private partnerships and real estate transactions), a member of the New York State Banking Board, a member of the New York State Financial Control Board, a member of the Departmental Disciplinary Committee of the Appellate Division of the First Department of the New York State Supreme Court, Assistant to the First Deputy Mayor of the City of New York and assistant to the Deputy Borough President of the Borough of Manhattan. From 1981 to 1982, he served as a law clerk to the Honorable Charles L. Brieant, US District Judge, and later Chief Judge, for the Southern District of New York.

Jeff is also an emergency medical technician on his local volunteer ambulance and coordinator of his local chapter.

Lawrence Selevan

Lawrence Selevan

Chief Executive Officer

CHESTERFIELD FARING LTD.

Eleni D. Janis

Eleni D. Janis

Vice President, Partnerships and Business Development

NEW YORK CITY ECONOMIC DEVELOPMENT CORPORATION

Matthrew Strotton

Matthrew Strotton

Global Director, GRE Capital

QIC

Sondra Wenger

Sondra Wenger

Managing Director, Investments

CIM

Joel Breitkopf

Joel Breitkopf

Principal

ALCHEMY PROPERTIES

Jason  M. Ellis

Jason M. Ellis

Senior Company Counsel

STAPLES, INC.

Jason M. Ellis has practiced real estate and corporate law for over 15 years and currently serves as Senior Company Counsel forStaples, Inc. At Staples, Jasonoversees the legal support for Staples’ M&A activity, and its real estate, environmental, construction and facilities departments. Most recently Jason has focused on the divestitures of Staples’ foreign operations as well as the transaction to take Staples private. Prior to Staples, Jasonconcentrated on the financing, due diligence, and structuring of real estate transactions for institutional real estate owners and operators. Jason earned a B.A. degree from Bates College in Lewiston, ME, and a law degree from Suffolk University Law School. Jasoncurrently resides in Wellesley, Massachusetts.

Sponsors

Media Partners

RE Alert
BarclayHedge
Financial Poise
Wealth Adviser
ETF Express
Property Funds World
Private Equity Wire
Hedge Connection
Hedgeweek
REIDIN.com
Preqin
MediaShares
Family Office Networks
Albourne Village
National Real Estate Investor
Agenda for September 28, 2017
8:00 am
REGISTRATION & NETWORKING BREAKFAST
9:00 am
CHAIRPERSON’S WELCOME AND OPENING REMARKS
Charles Weinstein

Charles Weinstein

Chief Executive Officer

EISNERAMPER LLP

Charles Weinstein is the Chief Executive Officer of EisnerAmper LLP and a member of the firm’s Executive Committee. With over 35 years of experience in the field of public accounting, Charly has held leadership positions throughout his entire career. Prior to the formation of EisnerAmper LLP, Charly was Managing Partner of Eisner LLP. The combination of Eisner LLP and Amper, Politziner & Mattia, which Charly oversaw, was recognized as “Deal of the Year” by the Association for Corporate Growth. Charly directed the merger of San Francisco-based accounting firm Harb, Levy & Weiland into EisnerAmper and has been instrumental in leading both merger-related and organic growth ever since.

In addition to his leadership position at EisnerAmper, Charly holds a number of corporate, industry and charitable positions. He helped to found and form EisnerAmper Global, an international network of independent member firms created to address the specialized needs of the financial services industry. Charly is an active member of the American Institute of Certified Public Accountants (AICPA), where he served on the Board of Directors and was Chair of the Major Firms Group. He is past-chairman of its Professional Liability Insurance Program and served on the Nominating Committee. He is an active member of the New York State Society of Certified Public Accountants (NYSSCPA). For what is now the 6th year in a row, Charly has been selected for the National Association of Corporate Directors’ “NACD Directorship 100,” a grouping of the most influential people in corporate governance and the boardroom. Charly was previously named Accountant of the Year by the Association for Corporate Growth.

Charly serves on the Boards of Directors of the Legal Aid Society of New York City, where he is Chair of the Audit Committee and The Partnership for New York City. He is the author of Establishing a Financial Framework For Your Company, is a frequent speaker before professional audiences and has lectured at universities on the topic of ethics in public accounting. He served on the faculty for The Learning Annex, where he taught a course on accounting.

Charly is a cum laude graduate of the State University of New York at Binghamton, where he received his B.S. in Accounting.

9:15 am
THE CHANGING FACE OF REAL ESTATE AND OUTLOOK FOR 2018
  • Analysis of the discerning investors finding lucrative opportunities in the US, and the sectors providing those returns
  • Rapid changes in user demands, technology, and consumer behavior and how they are disrupting the real estate market
  • Finding well-priced buildings in the top-end market while in a low cap rate environment
  • The perspective of successful international institutional investors that have overcome the challenge in determining where growth will be and which areas have already reached their peak
  • The potential impact of tax reform on real estate values
  • Solving the massive concern of transportation infrastructure in high-dense cities, and managing the concern that the frothy rental market has finally reached its peak
David Weinreb

David Weinreb

CEO

THE HOWARD HUGHES CORPORATION

David R. Weinreb is the Chief Executive Officer and a Member of the Board of Directors of The Howard Hughes Corporation. Known for his passion, tenacity and entrepreneurial spirit, Mr. Weinreb has directed the company's efforts since its emergence in 2010, building a portfolio of some of the most sought-after real estate in the country. His vision, leadership and acumen led him to be honored as the 2013 Ernst and Young Entrepreneur Of The Year® Award in Real Estate for the region. In 2012, he was named as one of the Top 200 CEOs in the U.S. by ExecRank, and in 2015, he was listed in the 2015 Commercial Observer Power 100 as one of 100 most powerful people in New York City real estate.

A real estate industry veteran for over 30 years, Mr. Weinreb spent 17 years as Chairman and CEO of TPMC Realty Corporation, a company he built into a multi-faceted investment firm prior to joining The Howard Hughes Corporation. Located in Dallas, TX, TPMC, whose tenant roster included many Fortune 500 companies, specialized in the acquisition and repositioning of underperforming real estate and real estate related assets across the United States. In addition to development, ownership and management of real estate, the firm's activities included mezzanine financing and private equity investing.

Mr. Weinreb attended New York University and began his real estate career in the 1980s in New York City. He is a member of the International Council of Shopping Centers and the Urban Land Institute. He also serves on the Advisory Council of the Lusk Center for Real Estate at the University of Southern California. His philanthropic interests are both local and national.

Nelson Mills

Nelson Mills

President & CEO

COLUMBIA PROPERTY TRUST, INC.

As President, Chief Executive Officer, and Director of Columbia Property Trust, Nelson Mills is responsible for the company's overall strategy, capital transactions, operations, and the performance of its portfolio of investments. Mr. Mills served as an Independent Director on the Columbia Property Trust Board since 2007 before being named President and Chief Executive Officer in 2010. In this position, he led the company in the establishment of an internal management team, a substantial repositioning of the portfolio, enhanced and expanded access to more efficient capital resources, and the development of a comprehensive strategic plan and growth strategy for the future.

Mr. Mills has 29 years of experience in the real estate investment and financial services industries. Prior to joining Columbia Property Trust in 2010, he served for five years as the President and Chief Operating Officer of Williams Realty Advisors, LLC, manager and advisor to a series of real estate investment funds serving both institutional and individual investors. In this role, he was responsible for the firm's investment and financial strategy and oversaw the design, formation, investment, and operations of several substantial funds, across multiple asset classes.

Previously, Mr. Mills served as Chief Financial Officer with Lend Lease Real Estate Investments (US), Inc., one of the world's largest institutional investment managers specializing in the acquisition and management of commercial real estate. He began his career in the financial industry as a partner with KPMG LLP, specializing in tax and transaction advisory services for the real estate industry. He received a B.S. in Business Administration from the University of Tennessee, and an M.B.A. from the University of Georgia.

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 investing firm that seeks to create long-term value for its investors and clients. Formed in 2010, GreenOak Real Estate is a highly focused global platform with an experienced and cohesive senior team that possesses a long and successful track record investing in and managing real estate. The firm has offices in New York, Los Angeles, London, Madrid, Tokyo and Seoul with dedicated teams that possess local knowledge, experience and extensive networks in each market. Since inception, GreenOak has raised approximately $6 billion of equity to invest in targeted strategies and assets and acquired approximately $9bn of real estate assets globally. Sonny was previously the Global Co-Head of Morgan Stanley’s Real Estate Investing business and President of the Morgan Stanley Real Estate Funds until early 2009. At its peak, the MSREI platform had approximately $100 billion of AUM in 33 countries. From 1997 through 2006, Sonny and his team led the formation of Morgan Stanley’s property business in Asia and built the leading real estate platform in the region. Sonny was recently named by PERE as one of the 100 most influential people in private real estate from the past decade. Sonny is a graduate of Georgetown University with a degree in Business Administration and is a member of the Georgetown’s Board of Regents. He also serves on the board of several organizations including: The Spence School, Teaching Matters, The Starfish Foundation, Room to Read, AHRC New York City Foundation, Jorge Posada Foundation, and the Asia Society. He is a member of the Young Presidents Organization and an Adjunct Professor at Columbia University in the Master’s of Real Estate Program.

Sonny is married and resides in New York City with his wife and two children.

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 Strategies (MRECS). Mr. Sotoloff previously served as Managing Director and Head of U.S. Originations of Blackstone Real Estate Debt Strategies (BREDS) fund series and was a founding member of the Advisor. Over the past 7 years Mr. Sotoloff helped to build Blackstone Real Estate Debt Strategies into a $10Bn (equity capital) platform. Mr. Sotoloff oversaw structured finance acquisitions including both origination and legacy loan portfolio investment activities on behalf of the BREDS series fund and developed and executed the key strategies of the program including: legacy loans, legacy CMBS and new originations plus sourced several large, successful equity deals for Blackstone Real Estate Partners Equity program. Mr. Sotoloff served as a member of the Investment Committee for Blackstone Mortgage Trust (NYSE: BXMT), the Review Committee for the Blackstone Tactical Opportunities Fund and served on the Board of Directors of Landmark Apartment Trust. Mr. Sotoloff led the development of BREDS’ key, multi-faceted strategies including: CMBS securities, CMBS JV, legacy loans -- $4Bn+ face purchased in 173 credits and over 90 discrete investment deals since inception and contributed to the successful launch of Blackstone Mortgage Trust. Prior to joining Blackstone, Mr. Sotoloff was a Principal at Tribeca Associates, where he 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 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. 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.

Joseph J. Sitt

Joseph J. Sitt

President & CEO

THOR EQUITIES

Joseph J. Sitt is President & CEO of Thor Equities, a global leader in urban real estate development, leasing and management of commercial, residential, retail, hotel and mixed-use assets. Founded in 1986 by Mr. Sitt, the company owns prime property in the United States, Europe and Latin America, with portfolio transactions and a development pipeline in excess of $10 billion and totaling more than 20 million square feet.

Mr. Sitt is also CEO of Thor Retail Advisors, a premier leasing agent and exclusive representative of global retailers in their search for prime locations; Chairman of Thor Urbana, which develops and acquires retail, office and mixed-use properties in Mexico City and other large Mexican cities; and Chairman and Managing Principal of Thor Urban Property Funds, an investment vehicle serving pension funds, investment banks, top-tier college endowments and foundations.

He was awarded the 2014 Ernst and Young Entrepreneur of the Year award, and has been named by political magazine City & State as one of the Most Powerful People in New York. Harvard professor Michael Porter and the Initiative for a Competitive Inner City (ICIC) have also honored him for his commitment to fostering healthy competitive business conditions and new opportunities in inner city neighborhoods.

He has served on the board of the Real Estate Roundtable in Washington, D.C., the Department of Real Estate at Baruch College, and is a member of the Partnership for New York City. Mr. Sitt also serves on the board of the Bedford Stuyvesant Corporation, founded by Robert F. Kennedy and Jacob Javits. He is a managing director of the Venetian Heritage Museum, and Chairman of the Sephardic Heritage Museum.

Mr. Sitt is Chairman and Founder of Global Gateway Alliance, a non-profit organization established to address the major challenges facing the New York-New Jersey region’s aging airport system and related infrastructure.

He has served on the boards of the Downtown Brooklyn Council economic development advocacy group, REBNY’s Board of Governors, and as Chairman of the Brooklyn Fulton Street Business Improvement District. He has spent much of his career focusing on youth development and education, serving on the Boards of Brooklyn’s Flatbush High School and TAB High School, leading a teen program and acting as an ongoing mentor and guidance counselor to wayward Brooklyn youth.

Mr. Sitt founded women’s clothing retailer Ashley Stewart, expanding the company to 380 stores in over 100 cities. Its phenomenal growth prompted many national retailers to take notice of opportunities in the urban marketplace. A key to his success at Ashley Stewart was identifying and leveraging the best real estate opportunities for its stores. In 2000, he decided to divest his interest in Ashley Stewart and focus exclusively on Thor Equities. Mr. Sitt is a graduate of New York University's Stern School of Business.

 

Jay A. Neveloff

Moderator:

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.

10:00 am
MASTERS OF THE GAME

An interview with select luminaries on their strategies in finding real returns in a complex real estate market, playing to win, creating value and sustaining your position as an industry leader.

Larry A. Silverstein

Larry A. Silverstein

Chairman

SILVERSTEIN PROPERTIES, INC.

Larry A. Silverstein is the Chairman of Silverstein Properties, Inc., a Manhattan-based real estate development and investment firm that has developed, owned and managed 40 million square feet of office, residential, hotel and retail space. The firm currently has $10 billion worth of development activity underway and has been recognized as one of the “Best Places to Work in New York City” by Crain’s New York Business for the past eight years.

In July 2001, Mr. Silverstein completed the largest real estate transaction in New York history when he signed a 99-year lease on the 10.6 million square feet World Trade Center for $3.25 billion, only to see it destroyed in terrorist attacks six weeks later on September 11, 2001. He has spent the last 14 years rebuilding the office component of the World Trade Center site, a $20 billion project that will consume the balance of his working life.

In May 2006, Silverstein Properties opened 7 World Trade Center, the first office tower to be rebuilt at the site, and the first LEED-certified office building in New York City. The 52-story, 1.7 million square foot office tower is fully leased to an eclectic group of tenants. In November 2013, the company opened 4 World Trade Center, a 72-story 2.3 million square foot building designed by Fumihiko Maki. The company is developing two other office towers on the WTC site – 2 and 3 World Trade Center (that were designed by Bjarke Ingels and Richard Rogers).

Silverstein Properties is currently developing a Four Seasons hotel and private residences designed by Robert A. M. Stern in Lower Manhattan which, at 82-stories, will be one of the tallest residential towers in New York. The company recently completed and opened the largest Four Seasons resort in the world at the Walt Disney World Resort in Orlando, Florida.

Mr. Silverstein owns and manages many successful and high-profile commercial and residential properties in New York City, including 120 Broadway, 120 Wall Street, 529 Fifth Avenue and 1177 Avenue of the Americas. Mr. Silverstein recently completed and opened Silver Towers, two 60-story residential towers at 600 West 42nd Street, the companion to 1River Place, a 40-story, 921-unit tower which opened in 2000. The square block development houses over 2,200 families.

Mr. Silverstein is a member of the New York Bar and a Governor of the Real Estate Board of New York, having served as its Chairman. He has served as Chairman of the Realty Foundation of New York.
A 1952 graduate of New York University, Mr. Silverstein served as Vice Chairman of the NYU Board of Trustees, where he continues to serve as member of the Board of Trustees of the New York University Langone Medical Center. He is the Founder and Chairman emeritus of the advisory board of the NYU Real Estate Institute. As a Professor of Real Estate, his “Silverstein Workshop” became one of the most attended and informative educational sources for learning real estate development and investment analysis.

Mr. Silverstein donates his time and resources to support many philanthropic endeavors. He has served as Chairman of the Board of UJA-Federation. He is a founding trustee of the Museum of Jewish Heritage in New York and has served as treasurer of National Jewish Health in Denver.

Mr. Silverstein contributes his time and resources to organizations that are dedicated to education and medical research, meeting humanitarian needs and supporting the arts. Mr. Silverstein currently serves as a board member of the New York Philharmonic. He is a classical music enthusiast, a passionate yachtsman and a dedicated New Yorker. Larry and Klara Silverstein have been married for fifty nine years and have three children and one son-in-law, three of whom are executives at Silverstein Properties, and they also have eight grandchildren.

William L. Mack

William L. Mack

Chairman of the Board of Directors

MACK-CALI REALTY CORPORTATION

Mr. William Mack is the Chairman of the real estate investment firm, the Mack Real Estate Group. Founded by Mr. Mack and his two sons, Richard and Stephen, the Mack Real Estate Group specializes in domestic and international real estate development opportunities and the property management of the company’s commercial assets and is a primary lender for commercial real estate mortgage debt. Prior to launching the Mack Real Estate Group, Mr. Mack was the Founder and Chairman of AREA Property Partners (formerly Apollo Real Estate Advisors). The AREA Funds collectively invested in more than $60 billion of diversified real estate ventures in 25 countries throughout the world. The investments include office and retail facilities, hotels, multi-family residential housing, mortgage securities, housing companies, land investments, and public and private real estate operating companies. Mr. Mack is also Chairman of the Board of Directors of Mack-Cali Realty Corporation, a publicly traded REIT that owns and operates a portfolio of Class A office and office/flex buildings located in the northeast United States. He is President and CEO of the Mack Organization, a national owner, investor and developer of warehouse and retail facilities.

Mr. Mack is the Chair Emeritus of the Board of Overseers of the Wharton School, where he received the Dean’s Medal, the school’s highest honor, a former Vice Chair of the University of Pennsylvania’s Board of Trustees, and a former Vice Chair of the Wharton Real Estate Center Advisory Board.

Mr. Mack is the Chairman of the Board of the Solomon R. Guggenheim Foundation (worldwide museums). He is the Vice Chairman of Northwell Health (formerly North Shore-Long Island Jewish Health System) where he serves on its Executive Committee, and serves as a Trustee and Member of the Executive Committee of Lenox Hill Hospital. He is also a Director of the Palm Beach Civic Association.

Mr. Mack is a Director of Florida Community Bank anda Director of Hudson’s Bay Company. He is a past Director of Retail Opportunity Investments Corporation; Wyndham International, Inc.; the Bear Stearns Companies, Inc.; Vail Resorts, Inc.; and the Empire State Development Corporation. Mr. Mack is a former Member of the Regional Advisory Board of JP Morgan Chase. Mr. Mack is a past Chairman of the Long Island Power Authority, the Jacob K. Javits Convention Center Development Corporation of New York, and the New York Convention Center Operating Corporation.

Mr. Mack attended Brooklyn Technical High School, the University of Pennsylvania and Wharton School of Business and Finance, and the School of Business of New York University.

Francis Greenburger

Francis Greenburger

Chairman & CEO

TIME EQUITIES INC.

"We believe that to succeed in real estate one needs to have a long-term view, be flexible, opportunistic and able to maintain a balanced portfolio in diverse markets." As the Founder and guiding force behind Time Equities, Inc., Francis Greenburger has earned a reputation for outstanding integrity and an uncanny ability to foresee changing directions and create value in a variety of real estate markets. Francis lives with his wife, Isabelle and is a devoted father to his four children. He is an active board member in and supporter of, various arts, education and community organizations, as well as the owner of Sanford J. Greenburger Associates, Inc., a full-service literary agency based in Manhattan. He spends his free moments in search of the perfect backhand or skiing (carefully) down the slopes.

Christopher Loiacono

Moderator:

Christopher Loiacono

Partner

EISNERAMPER LLP

Christopher Loiacono is the Managing Partner of Services, responsible for the growth and quality of the firm’s service offerings. He is also a Tax Partner and a leader in the Tax Services Group. Chris is experienced in working with publicly and privately held clients, including family groups and high net-worth individuals.

Chris provides tax planning for companies and senior management in many industries, including manufacturing and distribution, software and technology, retail, financial services, media and entertainment, and service businesses. He also serves LBO funds, venture capital funds, hedge funds, securities broker-dealers, and investment advisors.

Chris is a frequent guest on television business programs and has been quoted in many top business media outlets. He has been with the firm for more than 20 years.

10:30 am
MORNING NETWORKING BREAK

*1-on-1 Structured Networking Session: Alongside the networking break, we will be running a series of pre-arranged concise and focused meetings, where attendees will connect and evaluate the potential for mutual business endeavors. (Pre-registration is required if you wish to attend this session.)

11:00 am
KEYNOTE: CONVERSATION WITH FORMER GOVERNOR PATERSON

Former New York Governor David A. Paterson and Former New York Port Authority Commissioner and first responder Jeffrey Moerdler will discuss how security issues affect real estate ownership, investment, lending and operations.   At the macro level they will discuss security concerns as a result of major terrorist incidents around the world and issues related to iconic properties and transportation and entertainment venues.  At the micro level they will discuss security concerns for individual property owners and operators and how to protect your property.

David A. Paterson

David A. Paterson

-

FORMER GOVERNOR OF NEW YORK

David Alexander Paterson became the 55th Governor of the State of New York on March 17, 2008.  In his first address as Governor, he spoke about the challenges facing New York and his plans to build a better and brighter future for all citizens.  He was ahead of the national curve in predicting and acting on the state’s fiscal downturn.
During Governor Paterson’s 2008 inaugural address, he foretold of an impending national fiscal crisis and collapse.  This forecast compelled New York’s Legislature to convene for a special session in August 2008.  As a result of this session, the state reduced its deficit by $2 billion and mitigated further devastating financial upheaval, allowing it to maintain its credit rating for the duration of his term.  He enacted legislation attaching severe criminal penalties to predatory lending and reduced New York’s fiscal deficit by nearly $40 billion.  One of his greatest achievements was establishing a new budget process that has yielded on-time budgets since he left office.
David embodies a rare combination of skills, including a unique understanding of marketplace drivers and surrounding events.  He earned his B.A in History from Columbia University and his J.D. from Hofstra Law School.

Prior to becoming New York State’s 55th governor in March 2008, David began his political career when he was elected to represent Harlem in 1985 at the age of 31, making him the third youngest state senator in New York’s history.  In 2002, he was elected as Minority Leader of the New York State Senate, becoming the first African-American and blind legislative leader in the state’s history.  Among his many other accomplishments and distinctions, he was honored to address the 2004 Democratic National Convention.

In 2014, David was appointed as Chairman of the New York State Democratic Party and served on the Board of the Metropolitan Transportation Authority.  He was previously an adjunct professor of government at New York University and later joined the faculty at Touro College.  He currently chairs the Board of the Achilles Track Club.   David has also hosted popular drive-time talk radio shows on WOR-AM and WNYM-AM in New York City and is a highly sought-after speaker, frequently appearing as a guest commentator on nationally broadcast news-related programs.  

Jeffrey Moerdler

Jeffrey Moerdler

Member

MINTZ, LEVIN, COHN, FERRIS, GLOVSKY AND POPEO, P.C.

Jeff is the head of the Real Estate and Communications practices in New York. With experience including almost 30 years as a general commercial real estate attorney, he has worked with many large national companies — particularly in the high-tech, telecommunications, financial services, health care, supermarket, and oil and gas sectors — as well as numerous smaller local clients.

His real estate practice is both national and local and includes representation of landlords and tenants in all types of leases; counseling owners and developers in the acquisition, sale, development, and renovation of property; advising lenders and borrowers in commercial loans; and the representation of all parties in real
estate litigation. He is actively involved in settling real estate, partnership and inter-family disputes.

During the past 30 years, he has developed a unique specialty practice in the intersection of real estate with communications, technology, and energy issues. He has extensive experience representing landlords, tenants, and communications service providers in the leasing, purchase, sale, and financing of data centers, switch facilities, colocation facilities, radio and television broadcast antennas, distributed and in-building antenna systems, rooftop antennas, and fiber-optic transactions as well as the wiring of buildings for broadband communications access. Jeff has also negotiated thousands of data center leases, master services agreements and colocation agreements, rooftop and cellular antenna leases, inside wiring agreements, and antenna tower leases throughout the country — covering over 500 million square feet.

He has also devoted a considerable portion of his practice to power and energy issues related to real estate and other technology matters, including large solar and wind installations and bulk power purchases. Jeff is also a member of the firm's Not for Profit Practice, Sports Law Practice and Israel Practice.

Jeff counsels developers, regional centers, senior lenders, and institutions on the strategic use of EB-5 capital in large-scale real estate transactions. Jeff has served as counsel to several EB-5 issuers and regional centers, with a specific focus on the real estate law aspects of transactions. Jeff also advises clients in the EB-5 space on all aspects of deploying capital into projects and has experience as well in negotiating intercreditor agreements on behalf of senior lenders and EB-5 regional centers.

A frequent speaker on real estate, data center and telecom topics around the country, Jeff has also written a column called Leasing on the Level, covering leasing topics in Real Estate Weekly. He is a member of the board of advisors and regular contributor to Commercial Lease Law Insider, Commercial Tenant’s Lease Insider, and Communications Environmental and Land Use Law Report. In addition, he frequently contributes to Mortgage and Real Estate Executives Report and is regularly quoted in the New York Times, the Wall Street Journal, Commercial Property News, Real Estate Weekly, and other publications.

In the past, he has served in numerous governmental positions, including as a Commissioner of the Port Authority of New York and New Jersey (including serving as the lead board member of many large public private partnerships and real estate transactions), a member of the New York State Banking Board, a member of the New York State Financial Control Board, a member of the Departmental Disciplinary Committee of the Appellate Division of the First Department of the New York State Supreme Court, Assistant to the First Deputy Mayor of the City of New York and assistant to the Deputy Borough President of the Borough of Manhattan. From 1981 to 1982, he served as a law clerk to the Honorable Charles L. Brieant, US District Judge, and later Chief Judge, for the Southern District of New York.

Jeff is also an emergency medical technician on his local volunteer ambulance and coordinator of his local chapter.

11:30 am
REPOSITIONING RETAIL: INNOVATIONS IN BRICK-AND-MORTAR AND THE DISTRIBUTION CHAIN
  • Exploring the current state of retail and brick-and-mortar and opportunities in retail centers
  • Effectively achieving the same-day delivery promise with in-city space limitations and the associated rise in consumer engagement and sales
  • Finding profitability in multistory facilities once unusable
  • Investing across the logistics chain: prospects in industrial warehouses, unused retail space, “last-mile” distribution points, and final delivery to consumers 
  • The new symbiotic relationship between now unused brick-and-mortar retail space and local distribution space for e-commerce delivery
  • The divide among retail investors: those who see growth, and reactionary investors jumping out with the current shift
Sandeep Mathrani

Sandeep Mathrani

CEO

GGP, INC.

As a leader in the real estate industry with more than 20 years of experience, Sandeep Mathrani is the chief executive officer and director of General Growth Properties (GGP), the second largest retail real estate owner in the United States. Prior to joining GGP in 2010, Mathrani was president of retail for Vornado Realty Trust, where he oversaw the U.S. retail real estate. For eight years, Mathrani held the position of executive vice president at Forest City Ratner, where he was responsible for their retail development and leasing in the New York City metropolitan area. He serves on the board of trustees for the International Council of Shopping Centers (ICSC), executive board of NAREIT and was recently introduced as a new member to the board of directors of Host Hotels & Resorts, Inc. He holds a master of engineering, master of management science and bachelor of engineering from Stevens Institute of Technology in Hoboken, N.J.

Andrea Olshan

Andrea Olshan

CEO

OLSHAN PROPERTIES

Andrea Olshan serves as Chief Executive Officer of Olshan Properties and is responsible for the strategic direction of the company, its investment activity and capital partnerships. Through her membership in the Investment Committee, Ms. Olshan evaluates new investment opportunities and represents the Company in its third-party investments.

Prior to the position of Chief Executive Officer of Olshan Properties, Ms. Olshan served as the Chief Operating Officer and was responsible for the day-to-day functions of the Olshan Properties operating divisions: leasing, property management, asset management, development and construction. Her strategic accomplishments included consistent double digit revenue and net asset value growth. During her tenure at Olshan Properties, the company has developed or acquired 7 million square feet of income-producing real estate including retail, residential, hotel and office assets.

In addition to her real estate career, Ms. Olshan is actively involved in numerous civic and social service organizations. She serves on the Steering Committee of the Council of Conservators at the New York Public Library, as class Co-Chair for the Harvard College Fund, is President of the Graduate Board of the Hasty Pudding Club -- Institute of 1770, and serves as Trustee of the Horace Mann School. Ms. Olshan also serves as board member of the 92Y and co-chairs their Emerging Leadership Committee.
Ms. Olshan graduated Magna Cum Laude from Harvard and received her MBA from Columbia Business School.

Jason  M. Ellis

Jason M. Ellis

Senior Company Counsel

STAPLES, INC.

Jason M. Ellis has practiced real estate and corporate law for over 15 years and currently serves as Senior Company Counsel forStaples, Inc. At Staples, Jasonoversees the legal support for Staples’ M&A activity, and its real estate, environmental, construction and facilities departments. Most recently Jason has focused on the divestitures of Staples’ foreign operations as well as the transaction to take Staples private. Prior to Staples, Jasonconcentrated on the financing, due diligence, and structuring of real estate transactions for institutional real estate owners and operators. Jason earned a B.A. degree from Bates College in Lewiston, ME, and a law degree from Suffolk University Law School. Jasoncurrently resides in Wellesley, Massachusetts.

Sally Michael

Moderator:

Sally Michael

Partner

SAUL EWING ARNSTEIN & LEHR LLP

Sally Michael is the Managing Partner of the Boston Office of Saul Ewing Arnstein & Lehr LLP, and she is a member of the Real Estate Department. Sally has extensive experience representing owners and developers of real property on acquisitions, dispositions, financings, development, and leasing of all classes of commercial property. Sally also represents borrowers and lenders on restructurings and workouts of distressed debt. Sally is the lead counsel on many portfolio transactions and multi-state matters. In addition, she has significant experience in recapitalizations and joint venture equity transactions. Sally’ s practice is national in scope with a particular focus on the Northeast. Sally is a graduate of Suffolk University Law School and Brandeis University. She serves on the Board of Trustees and is a member of the Endowment Investment Committee for The Boston Home, which is a long term care facility located in Dorchester, Massachusetts.

12:15 pm
INVESTMENT IN PUBLIC INFRASTRUCTURE: CAPITALIZING ON IMMEDIATE AND FOLLOW-ON VALUE OF PUBLIC ASSET MANAGEMENT
  • What is a P3? Pros and cons of P3s as a solution for public asset investment and management
  • Infrastructure’s key role in an area’s growth and the structure of public-private partnerships in delivering both fiscal and social returns for institutional investors and developers/sponsors
  • Advantages of investment structures incorporating both public debt and private equity
  • Direct returns from investment in a community’s roads, bridges, and public transportation
  • The challenge with public service buildings: investing in schools without an immediate return
Jennifer Gandin

Jennifer Gandin

Principal, Investments

CIM

Jennifer Gandin is Principal, Investments of CIM Group, and is actively involved in CIM Group’s Infrastructure Investing Platform. Ms. Gandin has sourced and executed transactions in CIM’s renewable energy, water and utilities, waste, urban transportation and social infrastructure verticals, and oversees these investments. She serves on CIM’s Investment and Asset Management Committees and serves on the boards of SkyPower Global and the Southern California Water Banking Authority.

Ms. Gandin received a B.S. in Business Administration from University of California, Berkeley and an M.B.A. from Columbia Business School.

Ben Djiounas

Ben Djiounas

Executive Director

J.P. MORGAN SECURITIES LLC

Ben Djiounas has been a member of J.P. Morgan’s Public Finance Infrastructure Group since 2004, working with infrastructure clients on financing and advisory assignments. Ongoing assignments range across infrastructure asset classes, including social infrastructure, water, surface transportation and aviation. Prior to joining J.P. Morgan, Mr. Djiounas was a M&A specialist in the transportation sector. Mr. Djiounas graduated from Babson College with honors and is a CFA charter holder.

Eleni D. Janis

Eleni D. Janis

Vice President, Partnerships and Business Development

NEW YORK CITY ECONOMIC DEVELOPMENT CORPORATION

Peter M. Baumgaertner

Moderator:

Peter M. Baumgaertner

Partner

PILLSBURY WINTHROP SHAW PITTMAN LLP

Peter Baumgaertner, Pillsbury's New York Corporate team leader and head of the Latin America practice, handles multibillion-dollar matters for clients worldwide. Recognized by Latinvex among "Latin America's Top 100 Lawyers," Peter has spearheaded precedent-setting capital markets, project financing, restructuring, public-private partnership and lending transactions for a global clientele. He represents and counsels U.S. and international governmental units, equity sponsors, corporate borrowers, public utilities, institutional investors, investment bankers, credit enhancement providers, lenders, administrative agents and indenture trustees. Before joining Pillsbury, Peter was a partner at Dewey & LeBoeuf LLP in New York and was the resident U.S. partner in Dewey & LeBoeuf's Johannesburg, South Africa, office from 2008 – 2009.

1:00 pm
NETWORKING LUNCHEON
2:15 pm
ROUNDTABLE DISCUSSIONS

In these interactive discussions, you will actively debate the most pertinent trends in global real estate with the leaders in attendance. These sessions will provide you the opportunity to share your own expertise on the biggest challenges emerging in real estate today, and leave with new contacts for future business opportunities with both those deeply entrenched in local markets, and those seeking the right place to deploy capital. Choose between one of the following sessions:

Roundtable 1

  • RESIDENTIAL MARKET EVOLUTION: CONDOS, RENTAL PROPERTIES, AND THE FUTURE OF HOME OWNERSHIP
  • Looking to the underfunded class of condos outside of primary markets
  • The versatility in condo investments: reaching both the buyer and renter markets in any part of the real estate cycle by providing ownership quality in rental units
  • Evaluate rapidly evolving markets across the country and their expected returns as the top areas for rental property development
  • The future of single family rentals vs. ownership and an analysis of the housing market
  • Reaching the suburban core of the market, and achieving growth in the surrounding areas of a metropolitan center
Frederick N. Cooper

Frederick N. Cooper

Senior Vice President - Finance, International Development & Investor Relations

TOLL BROTHERS, INC.

Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relations Departments. As the firm’s in-house investment bank, his team is responsible for Toll’s capital markets and investor relations activities as well as its partnering relationships with major U.S. and international financial and development institutions. Since formation, his team has raised over $15 billion from U.S., European and Asian banks, the public capital markets and institutional partners. In addition to capital raising, the group advises on complex project structuring, joint ventures, corporate mergers and acquisitions and major property acquisitions.

Fred has been financial point for Toll’s expansion into the urban high-rise condo business through Toll Brothers City Living, which has grown into an operation of over 40 buildings and 5,000 units, and into the rental apartment business through Toll Brothers Apartment Living,which now controls $3 billion in assets in a pipeline of completed and in-development projects totaling over 12,000 units. Fred has also overseen Toll Brothers’ exploration of international development opportunities in Asian, Latin American, and Middle Eastern markets.

From 1989 to 1993, Fred was Director of Corporate Finance and Planning at DKM Properties Corp., the real estate arm of the Dyson-Kissner-Moran Corporation, one of the nation’slargest private companies. From 1984 to 1989, he was Senior Vice President and a member of the Executive Committee of the Financial Services Corporation, New York City’s economic development bank. From 1980 to 1983 he worked in community-based affordable housing and economic development in the South Bronx and Brooklyn, New York.

He holds an A.B. from Brown University, a Master of Public Policy in finance and international development from Harvard University’s Kennedy School of Government and an Advanced Professional Certificate in Finance from New York University’s Graduate School of Business Administration.

Roland Du Luart

Roland Du Luart

Managing Partner, Head of US

LFPI

Holding a MBA and a BA from the University of Chicago Roland worked at the M&A Department of Lazard New York, then Lazard Paris. In 2004, he joined UBS Real Estate Group where he was Executive Director and gained experience in sourcing, supervising due diligence, structuring and negotiating transactions for a total amount of more than $20 billion for listed and unlisted real estate companies, private equity funds, hedge funds, family offices, retirement funds and sovereign funds. In 2013, he joined the LFPI team as Managing Partner in charge of the US activity.

Roundtable 2

EQUITY STRUCTURES PROVIDING SOUGHT-AFTER RETURNS IN 2018

  • Structures providing the best returns for large investments – focus on: the move toward preferred equity and more stable income vs. riskier investments targeting value appreciation
  • Analysis of the markets benefiting from the “risk-off” investment approach
  • The makeup of REITs portfolios today, and how this is expected to evolve
  • Tracking the makeup of REITs as it relates to the current economic climate
  • Expectations for REITs in the coming years, and whether acquisitions are necessary as a function of portfolio value in a low cap rate environment

 

Paul Fried

Paul Fried

Executive Managing Director and Head of Equity Capital Markets

GREYSTONE & CO., INC.

Paul M. Fried, Executive Managing Director and Head of Equity Capital Markets, is responsible for leading Greystone’s equity capital placement services. Paul and his team provide advice on structuring creative equity solutions and source institutional equity capital on behalf of real estate owners and developers across all commercial property types.

Paul joins Greystone Bassuk from L&L Holding, where he was a Managing Director and head of Equity and Debt Capital Markets. He brings broad experience in raising capital for real estate projects and advising clients on capital strategies. With experience spanning over two decades and numerous economic cycles, he provides clients with a unique perspective on successfully managing the equity capital markets. At L&L, alone, his assignments encompassed over $4 billion in strategic acquisition, equity recapitalization and development projects, for projects such as the development of 425 Park Avenue in Manhattan.

Paul has extensive experience working with owners and investors across the country on all product types, putting together entire capital stacks. Previously, he was a Director at Deutsche Banc Mortgage Capital and a member of the Investment Committee, and co-founder and Chief Operating Officer of mezzanine lender Allegiance Capital. Regarding his work with clients and their equity needs, he credits his years with Milbank, Tweed, Hadley & McCloy for providing both the legal and financial fundamentals of equity and debt transactions and a deep exposure to the dynamics of capital market transactions and the approach to fashioning client solutions and guiding clients.

Paul has a JD from Rutgers (Newark), where he was an Editor of the Law Review, and a BA from Rutgers College (New Brunswick; History) where he was a Henry Rutgers Scholar. He is a Council Member of the Urban Land Institute.

Jeffrey Carswell

Jeffrey Carswell

Partner, Capital Markets

THE SHIDLER GROUP

Mr. Carswell is a Partner of The Shidler Group, a financier in the field of real estate investing debt and equity capital into properties and creating and capitalizing new real estate-related companies. Mr. Carswell focuses on the financing of new acquisitions and the development of joint venture relationships with capital and operational partners. As such, Mr. Carswell has employed his in-depth knowledge of securitized markets and structured finance solutions to lead the structuring and funding of debt instruments totaling in excess of $2 billion.

Mr. Carswell joined the Shidler Group in 2011 as Director of Capital Markets of Alliance Partners, one of The Shidler Group’s affiliated companies, where he led the acquisition and financing of office and industrial assets valued at $750 million. Mr. Carswell also led the formation of the Shidler Group's joint venture hospitality platform that acquired over 3,700 keys in the span of 24 months.

Prior to joining the Shidler Group, Mr. Carswell was the founder and CEO of Oak River Capital LLC, a boutique investment-banking firm focused on capital raising and restructuring advisory services.

Mr. Carswell holds a Bachelor of Arts degree in psychology from Villanova University and is a frequent speaker at industry events.

Roundtable 3

THE FUTURE PERFORMANCE OF CORE REAL ESTATE

  • Discussion of building a diversified real estate equity portfolio, and the role of core, value add and opportunistic strategies
  • Expectations on the long-term income growth in the real estate market and cap rate compression coming to a close
  • Analysis of strategic sub-sectors across apartments, industrials, offices and retail
Jeffrey Berman

Jeffrey Berman

Managing Director

BLACKROCK

Jeffrey Berman, CFA, Managing Director, leads illiquid strategy development for BlackRock Alternative Specialists (BAS) in the US and Canada which includes BlackRock's real assets, private equity, and opportunistic platforms. BlackRock Alternative Specialists is focused on building and delivering the firm's global alternative investment platform to clients including public and private pension plans, insurance companies, foundations, endowments and industry consultants.

Mr. Berman has spent 11+ years at BlackRock including in the Financial Institutions Group. Mr. Berman was a director in business development and investor relations at Ahab Capital Management, Inc., a specialty credit investment firm and vice president in the client group at Drake Management, LLC, a global macro investment firm.
Mr. Berman earned a Bachelor of Business Administration degree, with high distinction, from the Stephen M. Ross School of Business at the University of Michigan and a Juris Doctor degree, magna cum laude, from Brooklyn Law School, where he was a Prince Scholar.

3:00 pm
FIRESIDE CHAT WITH BILL RUDIN
Bill Rudin

Bill Rudin

CEO

RUDIN MANAGEMENT COMPANY

As CEO and Co-Chairman of Rudin Management Company, William C. Rudin oversees the Rudin real estate portfolio in New York City. Bill currently serves as Chairman of the Battery, and is a Board Member of the Partnership for New York City, the Mayor’s Fund to Advance New York City, the Metropolitan Museum of Art, New York University, the Alliance for Downtown New York, the Economic Club of New York and the Alfred E. Smith Memorial Foundation. He is Chairman of The Real Estate Roundtable; and is the Chairman-elect of the Real Estate Board of New York (REBNY). Following Hurricane Sandy in 2012, Bill was appointed President of NY State Governor Cuomo’s Empire State Relief Fund; and was appointed by the Governor to serve on the Pataki-McCall New York State Tax Relief Commission. He is a member of The Council on Foreign Relations and The New York City Marathon Committee.

Kenneth Weissenberg

Moderator:

Kenneth Weissenberg

Partner

EISNERAMPER LLP

Kenneth Weissenberg is a Tax Partner and Partner-in-Charge of the Real Estate Services Group. His extensive experience encompasses all aspects of the real estate industry, ranging from developing tax saving strategies for owning and operating property to structuring and negotiating complex sales, acquisitions, and financing transactions. Ken has been involved in over $50 billion of real estate transactions over the last 30 years.
Providing expert insight from both the legal and business perspectives, Ken consults with a variety of public and private REITs on tax planning and compliance issues ,including REIT formations, property contributions, and mergers and acquisitions. He serves a diverse client base that includes privately held and publicly traded real estate companies as well as prominent hotel and hospitality entities and world-renowned restaurants. Ken has also served as an expert witness and arbitrator in a number of complex litigations involving real estate issues. He represents the owners of some of the most well-known properties in New York City.

For more than 20 years, Ken has also been a leader in developing tax and advisory services for same-sex couples and families. He serves as the National Leader of the LGBT and Alternative Family Services Group. He assists with tax issues facing high net worth individuals, trust and estate planning and the impact of tax laws effecting both LGBT couples and the businesses where they work.

Additionally, Ken is a frequent writer and speaker on topics for various professional groups and news organizations.

3:30 pm
UNCOVERING RETURNS IN A CHANGING HOSPITALITY SECTOR
  • Volatility in hotel assets – how some investors are still finding returns
  • Particularly strong markets providing higher than anticipated yields – tracking urban economies to prevent an oversupply and continue the revenue stream
  • Brand growth to attract new customers as a strategy to invest in future growth instead of existing hotel acquisitions
  • The issue of technology, and the impact room sharing has on nationwide revenues
  • Discussion on if there is an oversupply of hotels in the market now, and suggested solutions
  • Managing the high operating costs of hotels in the event of a downturn
  • Analysis of merger activity across the hospitality sector and unlocking new value
Nolan Hecht

Nolan Hecht

Managing Director

SQUARE MILE CAPITAL MANAGEMENT

Nolan oversees hotel investments and hotel asset management at Square Mile. In this role, Nolan assists in originating, structuring, underwriting and closing investments, assists with all ongoing asset management duties related to hospitality investments, including managing brand and franchise relationships and overseeing capital markets transactions, including refinancings and dispositions and leads hospitality workout and special servicing activities. Nolan is an active member of the ULI Hospitality Development Council and a frequent speaker at major hospitality conferences. Prior to joining Square Mile in 2010, Nolan was a Vice President at AIG Global Real Estate, overseeing worldwide hospitality investments and asset management. Nolan is a graduate of the Cornell University School of Hotel Administration, where he concentrated in real estate finance.

Mark J. Gordon

Mark J. Gordon

Managing Partner

INTRINSIC HOTEL CAPITAL

Mark has over 28 years of experience in the real estate industry and is widely regarded as an expert in the hotel industry. During his career, he has been involved in many aspects of the hospitality business including development, acquisitions, renovation, operator selection, design, asset management, financing, sales, advisory and business management.

Mark recently created Intrinsic Hotel Capital, a value add investment platform designed to acquire existing hotels on a national basis that have in place cash flow but are under performing. The acquisition strategy is to enhance performance through a combination of operational and physical improvements and aggressive asset management.

Mark previously spent 6 years as Managing Partner of Tribeca Associates where he oversaw $1.5 billion of acquisitions and development in Manhattan. Some of his most notable projects include;

The Baccarat Hotel and Residences where the hotel was sold in 2015 for the highest price per key ever achieved in the United States at $2.1m per key and the residences are now 99% sold out.

The Marriott Residence Inn World Trade Center, an adaptive reuse of an office building into a 243 key hotel with 20,000 square feet of destination retail.The hotel was ultimately sold for the highest price/key ever achieved for a select service hotel in Lower Manhattan at $630,000 per key.

The Moxy Downtown Hotel, a mixed use 33-story hotel/retail tower which is currently under construction. Mark continues to oversee the development of this project.

Prior to his development focus, Mark enjoyed a 20 year career as one of the top advisors to the hotel industry and had the good fortune of working on many of the industries’ most complex projects, including working with Donald Trump on the adaptive reuse of NY’s Hotel Delmonico into a luxury residential tower now known as Trump Park Avenue, creating a joint venture between Loews Hotels and Universal Studios to develop five hotels on the grounds of the Universal Studios Resort in Orlando, recapitalizing Ian Schrager Hotels, the corporate restructuring of Denihan Hospitality, the landmark sales of the Essex House, Park Central Hotel, St Francis Hotel and billions of other landmark hotel sales, financings and advisory transactions throughout the country. Mark was Managing Partner and Head of the Hospitality Group of Sonnenblick-Goldman, a national real estate investment banking firm, from 1994 to 2010. In 2000, Mark became a partner in the firm and oversaw its management, growth and ultimate sale to Cushman & Wakefield in 2007, resulting in the creation of Cushman & Wakefield Sonnenblick-Goldman. Upon selling the company, Mark became Head of Cushman & Wakefield’s National Hospitality Practice.

From 1989 to 1994, Mark was a Vice President of Williams Real Estate and was responsible for office building management and leasing in New York.

Mark has won numerous awards for his accomplishments in the real estate industry including Crain’s “40 under 40”, Americas Lodging Investment Summits “Deal of the Year” and Commercial Property News “Stars to Watch” and is a frequent speaker at hotel and real estate industry events.

Mark holds a Master’s Degree in Real Estate Finance from New York University and a BS in Finance from Ithaca College.

Phillip Summers

Phillip Summers

Managing Director

LAZARD

Phillip Summers is a Managing Director in the Real Estate Investment Banking Group at Lazard. He specializes in mergers and acquisitions, independent director/ special committee assignments, restructuring transactions and other strategic advisory assignments across all major asset classes.

Since joining Lazard in June 2003, Phillip’s clients for strategic mandates have included many leading public and private real estate owners, companies and families, including: Starwood Hotels, Extended Stay, Simon Property Group, MSR Resorts/GIC, Eagle Hospitality, Sodexo, Pyramid, First Industrial, Accor, Cole Credit Property Trust III, Equity One, Urban Edge, Cedar Realty Trust, Bizzi & Partners, Goldman Sachs/Whitehall, Town & Country Trust, Orient Express/Belmond, Pfizer, Lazard Frères Real Estate Investors/InTown Suites and Canada Pension Plan/Trizec.

Phillip is a member of various industry organizations, including the Urban Land Institute and International Council of Shopping Centers, among others.

Princeton University, AB in Economics with a certificate in Political Economy

Russell Flicker

Russell Flicker

Co-Founder & Managing Partner

AWH PARTNERS

Russell Flicker is Co-Founder and Managing Partner of AWH Partners. Mr. Flicker has experience working on complex transactions for some of the largest, most successful investors, operators and developers in the world. Prior to founding AWH Partners, Mr. Flicker served as Ian Schrager Company’s Chief Investment Officer. Prior to Ian Schrager Company, Mr. Flicker managed Blackstone Real Estate Advisors’ hospitality development, redevelopment and repositioning team. Before Blackstone, Mr. Flicker was an Executive Vice President at The Trump Organization where he oversaw the development team in all aspects of underwriting, acquisitions, finance, design and construction. Mr. Flicker received his JD from Duke University School of Law and his BA in Business Administration from Olin School of Business at Washington University of St. Louis.

Nelson F. Migdal

Moderator:

Nelson F. Migdal

Shareholder

GREENBERG TRAURIG

Nelson F. Migdal is Co-Chair of the Hospitality Practice. He focuses his practice on the acquisition and disposition of hotels, hotel operations and management, franchising, licensing and branding, development and finance, large mixed-use projects, hotel management agreements, licensing agreements, commercial real estate acquisition and sale, and commercial leasing.

He has prepared and reviewed management and franchise agreements, purchase and sale agreements, multiple building covenants, and other documents related to the acquisition, financing, development, leasing, management and disposition of hotels, resorts and other real and personal property.

Concentrations

  • Hospitality and resorts
  • Hotel management and operations
  • Real estate acquisition, development and leasing
4:00 pm
OPPORTUNITIES IN OFFICE PROPERTIES: ANALYZING JOB DATA TO FIND THE RIGHT MARKET
  • Exploration of the prospects in office properties in various markets
  • Forecasts for a rebound, and tracing these expectations through job growth and economic development in an area
  • Cost-effective markets for office properties – urban center vs. suburban office space, and the correlation of value for those near public transit
  • Office property sales volume and pricing for investors buying and selling
  • Most interested institutional capital, and a discussion on if this trend will continue
  • Preparing for a potential downturn in the market
Norman Sturner

Norman Sturner

Founder & CEO

MHP REAL ESTATE SERVICES

Norman Sturner is a founding Principal of MHP Real Estate Services and serves as President and Chief Executive Officer of the firm.

Mr. Sturner has engaged in all aspects of the New York real estate market, including project acquisition, management and brokerage. He is responsible for the firm’s acquisition and disposition activities and has acquired and sold more than 150 properties with an aggregate value of more than 12 Billion dollars.

Recently, Mr. Sturner was honored for the sixth year in a row by The Commercial Observer as one of the 100 most powerful people in New York Real Estate.

Norman Sturner is an approved Receiver by The New York State Office of Court Administration (OCA).

Mr. Sturner is a Board Member of: Real Estate Board of New York, Grand Central Partnership, New York Realty Foundation, Jewish Braille Institute and Association for a Better New York.

 

Michael Maturo

Michael Maturo

President

RXR REALTY

Michael Maturo is a founding Managing Partner and serves as President of RXR Realty LLC (“RXR”), a multi-billion dollar private real estate company which was formed subsequent to the sale of Reckson Associates Realty Corp (“Reckson”)(NYSE:RA) to SL Green, one of the largest public Real Estate management buyouts in REIT history. In this capacity, he develops, implements and oversees RXR’s corporate strategy and investment fund and asset management businesses as well as all capital markets activities. Mr. Maturo is a member of RXR’s Investment Committee and its Board of Directors. He is also a Principal and member of the Investment Committee of RXR Real Estate Opportunity Fund, LLC, RXR Real Estate Value Add Fund LLC and RXR Emerging Markets Fund LLC and RXR Real Estate Value Added Fund III, LLC.

Prior to the Reckson/SL Green merger, Mr. Maturo served as President and a member of the Board of Directors at Reckson. Mr. Maturo was also Chairman of the Investment Committee and had oversight responsibility over the company’s allocation of capital. Mr. Maturo worked in tandem with the Company’s CEO in developing and implementing Reckson’s corporate and operating strategies. Mr. Maturo was at Reckson from 1995 until January 2007 and during his tenure completed over $30 billion in capital markets transactions.

In addition, Mr. Maturo serves on a number of outside Boards and Committees including First Vice Chairman of the Board of Directors of the Long Island Association (LIA), as well as a Member of its Executive Committee and Chairman of its Economic Development Committee, Chairman of the Board of Directors of the Catholic Foundation of Long Island, Member of the Cold Spring Harbor Laboratory Advisory Board, Member of the Board of Trustees of the Diocese of Rockville Centre Pension Plan and Member of the Real Estate Roundtable. Mr. Maturo was appointed by Governor Cuomo in December 2012 to the Board of Trustees of the Long Island Power Authority (LIPA) where he served as Chairman of the Personnel and Compensation Committee and member of the Finance and Audit Committee and the Operations Transition Committee. Mr. Maturo completed his tenure on the LIPA board in January 2014.

David Gilbert

David Gilbert

Chief Executive Officer & Chief Investment Officer

CLARION PARTNERS

David Gilbert is an equity owner and the Chief Executive and Investment Officer of Clarion Partners. He is a member of the Firm’s Executive Board and Operating Committee, as well as Chairman of the Investment Committee. David is also responsible for oversight of Clarion Partners’ Investment Research Group. He joined Clarion in 2007 and began working in the real estate industry in 1983. David is on the Board of Directors of the Pension Real Estate Association and on the Board of Trustees for the Urban Land Institute.

Meir Cohen

Meir Cohen

CEO

COHEN EQUITIES

Throughout his career Meir Cohen has proven himself to be exceptionally adept at identifying and capitalizing on opportunistic investments that focus on overlooked potential. Born in Israel, Mr. Cohen began his real estate career in New York City in 1984 with only a few hundred dollars. In his first few years Mr. Cohen completed over forty transactions and developed a complementary parking business throughout Greater New York City. In 1992, Mr. Cohen and his partner created C&K Properties, a real estate investment firm that has owned and operated over six million square feet of commercial property interests. Mr. Cohen founded Cohen Equities in the wake of the financial crisis as a new vehicle to focus on acquiring distressed real estate assets. Since its inception in 2011, Cohen Equities has acquired over fifty properties culminating in over four million square feet of office and retail assets throughout the United States. Under Mr. Cohen’s leadership, the firm continues to aggressively expand its national value-add platform.

Mr. Cohen lives in Manhattan with his wife and four children and is active in various philanthropic and civic causes.

Cynthia Foster

Cynthia Foster

President, National Office Services

COLLIERS INTERNATIONAL NY LLC

Cynthia is President of National Office Brokerage for Colliers, the world’s third largest publicly traded (“CIGI” on NASDAQ) real estate services company. She leads the firm’s U.S. National Office Services platform and advises office tenants on strategic real estate matters. She takes a leadership role in managing and developing key client relationships throughout the U.S. on behalf of Colliers.

Cynthia has a long history of success in commercial real estate and has more than 25 years of experience. She has executed some of the world’s most notable real estate transactions, completing more than 9 million square feet of transactions and $12 billion in sales and restructurings. Prior to joining Colliers, she served on the Global Leadership Team and the Office of the President at Cushman & Wakefield (C&W). She joined C&W in 2001 with the firm's acquisition of Cushman Realty. Prior to that, she was part of Lazard’s real estate investment banking group.

Cynthia has industry specific leadership roles. She is on the President’s Council of the Real Estate Roundtable, and is Chairperson and member of the Board of Trustees for ULI, and was the 2012-2015 chairperson of its CRC Blue Council. In addition, she is on the Board of InPoint Commercial Real Estate Income, a private REIT.

In addition to her work in the commercial real estate industry, Cynthia is also active in philanthropic leadership. She is on the Board of Trustees, the Executive Committee and Chairperson of Planning 2025 for Hospital for Special Surgery (HSS), where her work led to being honored by the United Hospital Fund as Trustee of the Year in 2016 for leadership and service. She is on the Board of Trustees for the Museum of the City of New York, and has been honored by non-profits for her active philanthropy including the Hudson Valley Hospital, Campaign for the Westchester Children's Museum, and The Northside Center for Child Development.

Cynthia is recognized widely for her real estate industry achievements. In 2015 and 2008, Cynthia was named one of Real Estate Forum's "Most Influential Women in Real Estate." In addition, she has been honored as one of the “Top Women in Real Estate” by Sokol Media.

Andrew G. Scandalios

Moderator:

Andrew G. Scandalios

Senior Managing Director

HFF LP

Mr. Scandalios is a Senior Managing Director and Co-Head of the New York office of HFF with 27 years of experience in the real estate investment banking business as a manager, advisor and transactional agent. Mr. Scandalios is primarily responsible for institutional-grade transactions in the Northeast.

Mr. Scandalios has been involved in real estate asset sales for major corporate, institutional and entrepreneurial owners totaling more than $22 billion. He has extensive experience transacting on all property types. Prior to joining HFF, Mr. Scandalios was a Senior Vice President at Rockwood Realty and an acquisition/dispositions officer at UBS Realty Advisors.

4:30 pm
RESHAPING GLOBAL REAL ESTATE OPPORTUNITIES
  • Exploration of the current real estate market both in the US and globally
  • Discussion on expectations for returns in 2018 across sectors and markets, and the impact the Trump Administration has had on where the opportunities lie
  • Analysis of the changing population demographics worldwide, and the impact this has on which assets are providing the most promising returns
  • Evaluation of the influence technology has on the global real estate business and asset values
  • Opportunities in mid-cap investments in the US market
  • The effect of current trade negotiations on real estate values
  • Fresh growth in the APAC region and the associated property value rise
  • Exploring opportunities in the EU and the UK in the midst of Brexit
  • Growing international institutional level competition for assets and the associated impact on property values
Bruce Cohen

Bruce Cohen

Chief Executive Officer

WRIGHTWOOD FINANCIAL

As Chief Executive Officer of Wrightwood Financial, Bruce is responsible for leading all aspects of the company’s operations. Prior to forming Wrightwood Financial, Bruce was a Senior Partner in the real estate group of Ares Management, a leading global alternative asset management company. He also served as President and COO of Ares Commercial Real Estate where he oversaw more than $1 billion of investment activity. Bruce joined Ares in 2011 upon completing the sale of Wrightwood Capital’s operating platform to Ares. During his tenure, he retained oversight of the Wrightwood Capital portfolio, as well as its third party funds, and continues in this capacity in his role at Wrightwood Financial. From its inception in 2004 until 2011, Wrightwood Capital was responsible for more than $4 billion of investment activity.
Bruce earned an M.B.A. from the University of Chicago Booth School of Business and a B.A. from Tufts University. He currently serves on the boards of Wrightwood Capital, Erdman, a preeminent design-build firm focused on healthcare, and Cortland Partners a multi-family real estate investment and management firm. He is also a member of the real estate advisory boards of Northwestern University’s Kellogg School of Management and The University of Chicago Booth School of Business, as well as the Board of College Possible, an organization focused on making college education possible for low income students.

Philip Clark

Philip Clark

Head of Property Investment

KAMES CAPITAL

Phil joined Kames Capital (part of AEGON Asset Management, one of the largest global financial services companies) in 2007 and established its property investment business. He is a member of the Kames Strategic Executive Committee and leads the Property Investment team for which he has overall responsibility for strategy, business and investment management. Phil also chairs the Kames Property Investment Committees and sits on Kames all asset investment committee. The Kames Property Investment business was voted Property Fund Manager of the year in 2017 by the UK Professional Pensions industry, having also won the award in 201

Known as one of the UK’s most experienced real estate investors, he has previously held the positions as the Chairman of the Education Strategy Group of the Investment Property Forum (the UK’s leading property industry body), before being appointed as the Chairman of the IPF Board, and was a Visiting Lecturer on the Masters Real Estate Programmes at City University. Phil also established what the United Nations describe as the world’s first sustainable property investment fund.

He is a current member of the Bank of England Commercial Property Forum and current Co-Chair of the Property Industry Alliance Debt Group, which represents the UK real estate industry on UK real estate debt matters. He is an advisory board member of both the City University Real Estate Advisory Board, and the Global Real Estate Sustainability Benchmarking body (GRESB) and a member of the Royal Institution of Chartered Surveyors Commercial Property Forum.

Phil is a Member of the Royal Institute of Chartered Surveyors, an FCA Authorised Person and has a Bsc from Surrey University and an MA from City University, Cass Business School.

Phil is a Trustee of the University of London, sits on its Board of Trustees, is Chair of its Estates Strategy Committee and also sits on its Investment committee.

Adam S. Metz

Adam S. Metz

Head of International Real Estate

THE CARLYLE GROUP

Adam S. Metz is a Managing Director and Head of International Real Estate at The Carlyle Group. Carlyle manages ten real estate funds and related investment vehicles that invest in a range of real estate assets in Asia, Europe and the United States. He is based in Washington, DC.

Most recently, he was Senior Advisor to TPG Capital’s Real Estate Group, an opportunistic investor in real estate platforms. The Group invested over $2 billion of equity capital since its formation in 2009.

Prior to joining TPG in April 2011, Mr. Metz was the Chief Executive Officer of General Growth Properties, Inc. from November 2008 until December 2010. Mr. Metz led GGP through the largest bankruptcy and restructuring in REIT history. During his tenure as CEO, the total return (including stock price appreciation and dividend reinvestment) was 906%. Before joining GGP, Mr. Metz was co-founding partner of Polaris Capital LLC, which was formed in 2002 and was in the business of owning retail real estate assets throughout the United States. Polaris partnered with the Blackstone Group in the shopping center assets it owned.

From November 2000 through May 2002, Mr. Metz was Executive Vice President and Chief Investment Officer of Rodamco, North America. Rodamco owned over $6 billion in real estate assets, primarily dominant regional malls. Rodamco was a public company listed on the Amsterdam Stock Exchange. In May of 2002, Rodamco N.A. was sold to a consortium of regional shopping mall companies made up of The Rouse Company (subsequently acquired by General Growth Properties), Simon Property Group and Westfield.

Mr. Metz held numerous positions with Urban Shopping Centers, Inc., a NYSE listed REIT including President, Chief Financial Officer and Director of Acquisitions. Urban was in the business of owning, acquiring, managing, leasing, developing and redeveloping super-regional and regional malls. Urban was purchased by Rodamco in November 2000 in a friendly transaction. From the IPO in 1993 until 2000, when the Company was sold, the total return (includes stock price appreciation and dividend reinvestment) was 238%.

Mr. Metz was a Vice President in the Capital Markets group of JMB Realty, where he was employed from 1987 to 1993. From 1983 to 1987, he worked in the Commercial Real Estate Lending Group at The First National Bank of Chicago as a Corporate Lending Officer.

Mr. Metz is currently a member of Real Estate Roundtable, ICSC and ULI. He also serves on the advisory boards of the real estate programs at both Cornell University and Northwestern University.

Mr. Metz received his Masters of Management degree from Northwestern University and his Bachelor’s degree from Cornell University.

 

Tinchuck A. Ng

Tinchuck A. Ng

International Chair, Real Estate Board

COTTONWOOD MANAGEMENT

Tinchuck Ng, is a global citizen and International Chair of Cottonwood Management LLC, an asset management and development company, based in Los Angeles with offices in Los Angeles and Boston.

Born and raised in Hong Kong and educated at Harvard and MIT, Tinchuck has successfully managed over USD 1.7 billion of cross-border capital and completed over 100 real estate transactions totaling over USD 2.3 billion in the US, Germany, Sweden and China on behalf of investors from over eight jurisdictions globally to-date.

Together with the real estate team at Cottonwood Management, Tinchuck is currently leading over USD 1 billion in mixed-use developments including EchelonSeaport in the Boston Seaport, Fifth Avenue in Manhattan,plus the firm’s other real estate activities.

Tinchuck is an experienced panelist and moderator most recently presenting in February 2017 at the 92nd Street Y City of Tomorrow Real Estate, Architecture & Design Conference, Private Equity Real Estate Asia Summit in March 2017, and at the MIT World Forum International Real Estate Conference in May 2016. She is a regular speaker at PEI and PERE conferences and theDLAPiper Global Real Estate Summit.

Matthrew Strotton

Matthrew Strotton

Global Director, GRE Capital

QIC

Lawrence Selevan

Moderator:

Lawrence Selevan

Chief Executive Officer

CHESTERFIELD FARING LTD.

5:00 pm
CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION
6:30 pm
PRIVATE DINNER: BY INVITATION ONLY

Hosted by EisnerAmper & Bryan Cave

How does the psychology of emotion inform high-level real estate investing? In this engaging conversation, David Gilbert will interview Denise Shull of The ReThink Group – known as the “real-life Wendy Rhoades from BILLIONS” -  on her radical approach to evaluating risk. Ms. Shull, author of Market Mind Games, is a performance coach who helps investors, portfolio managers, and Olympic athletes rethink the value of emotion in their decision-making. Drawing on Mr. Gilbert's industry experience and Ms. Shull’s insights from the world of cutting-edge psychological research, this discussion will dig deep, deconstructing confidence, intuition, and conviction in uncertain markets.

Denise Shull

Denise Shull

Decision Coach & Performance Architect

THE RETHINK GROUP

Denise K. Shull MA, Decision Coach and Performance Architect, leverages her extensive research and training in psychological science to solve the challenges of mental mistakes, confidence crises and slumps in professional athletes and Wall Street money managers. Denise is known for her radical approach to emotion and her uncanny effectiveness in coaching, training and assessing for the X-factor of human performance.

A former trader and trading desk manager, Shull’s Wall Street career began in 1994 with traders from the Chicago Board Options Exchange. She traded equites at two of the early proprietary trading firms before running two equities desks. Switching to futures, Shull joined the Chicago Board of Trade and traded commodities for her family fund, Rossiter Capital. In 2004, she also began translating neuroeconomics -- the new science of the brain and risk -- into investing and trading profits at banks, hedge funds and proprietary trading firms.

Her 2012 book, Market Mind Games, has been described as the “best of its genre” and a “Rosetta Stone of trading psychology”. Five years after publication it continues to garner 5-star reviews on Amazon while Shull continues to apply the work to hedge funds in the equities, commodities and foreign-exchange spaces and has worked with a wide range of AUM levels. Heads of bank desks at Citi, DB and HSBC have also depended on Denise for wise counsel.

In 2015, she was invited by Andrew Ross Sorkin to consult on Showtime’s drama BILLIONS and in 2016, Bloomberg’s Tradebook delivered the trader brain exercise (TBX) game based on her work. Shull also signed her first Olympic athlete – Pro Snowboard Cross Racer Lindsey Jacobellis – in 2016 and began work with a professional golfer in 2017.

An engaging speaker, Shull has received rave reviews for her keynotes at MIT’s Sloan Fellows program, WBR’s Equities and Fixed Income Leaders’ Summits, LiquidNet, Battle of the Quants, 100 Women in Hedge Funds Behavioral Finance Series and many other conferences.
The WSJ, FT, Bloomberg Markets, New York Observer and New York Times’ Dealbook have each profiled Shull’s work. In 2017, Business Insider covered Denise’s work extensively and in the years prior, she was also covered in Fortune, The Guardian, Toronto’s Globe and Mail and Risk Professional magazine. CNBC’s Squawk Box has featured Shull in both the US and Asia. She has also appeared on NRR’s MarketPlace, Bloomberg TV, Cavuto, PBS, The Discovery Channel and CNBC’s Halftime Report.

Shull graduated from Harvard Kennedy’s executive program in “Investment Decisions and Behavioral Finance” in 2009. She also holds a Master of Arts from The University of Chicago. Her thesis research, “The Neurobiology of the Theory of Freud’s Repetition Compulsion” was first published in 2003 in the Annals of Modern Psychoanalysis and was cited in 2013 as one of the first papers ever written in the emerging field of neuro-psychoanalysis. She had additional graduate-level training in modern psychoanalysis from The Mid-Manhattan Institute of Psychoanalysis and has been mentored by Dr. Charles Bershatsky, an exceptionally skilled and gifted psychoanalyst.

Shull resides in NYC but remains a lifelong fan of the Cleveland Browns and a relatively fast downhill skier.

David Gilbert

David Gilbert

Chief Executive Officer & Chief Investment Officer

CLARION PARTNERS

David Gilbert is an equity owner and the Chief Executive and Investment Officer of Clarion Partners. He is a member of the Firm’s Executive Board and Operating Committee, as well as Chairman of the Investment Committee. David is also responsible for oversight of Clarion Partners’ Investment Research Group. He joined Clarion in 2007 and began working in the real estate industry in 1983. David is on the Board of Directors of the Pension Real Estate Association and on the Board of Trustees for the Urban Land Institute.

NETWORKING SESSIONS:

SPEED NETWORKING BREAKFAST

Wednesday September 27, 2017

10:00 am to 10:30 am

Join us for a series of speed networking! Real estate owners, investors & developers will meet exclusively to evaluate the potential for mutual business endeavors . We will provide you with information on all of the other participants to allow you to choose the most relevant and focused meetings and connect in a free-flowing networking environment. This part of the program is a unique and focused way to help you establish relevant new contacts and generate fresh business opportunities.

PRE-SUMMIT WORKSHOP A:

UNDERSTANDING THE INVESTOR PERSPECTIVE: IDEAL INVESTMENT TYPES, MARKETS & STRATEGIES

Wednesday September 27, 2017

10:45 am to 12:45 pm

This workshop is designed to give asset managers and developers an inside look into the mind of investors. Here we will explore which geographies and asset classes are most attractive to investors within and outside of the US and expectations on returns and fee structures.

  • How investors are choosing their investment sector, partner, and regional center
  • Geographies and asset classes international investors have focused on over the last year, and what to expect for positive returns in 2018
  • Opportunities across investment types and structures – focus on: separate accounts, direct investments, closed-end vs. open-end funds
  • Underwriting criteria investors use for choosing their investment: total return vs. income
  • Discover if there is a potential shift from class A to class B properties, and if the focus will move from commercial to residential real estate
  • Potential opportunities in niche sectors and the new interest in student housing vs. luxury housing
  • Understanding which countries are investing in the US and expectations on returns – comparing the needs of Chinese investors vs. the recent influx from Latin America
  • Cultural differences in each of these areas affecting business relationships inside of the US
  • The potential for volatility in US commercial real estate in 2017 and pricing expectations

You will leave this session with a new understanding for what US and overseas investors are looking for, investment types and strategies available, and invaluable contacts for potential future business endeavors as we bring together all sides of the investment process.

Remy Raisner Remy Raisner
Founder
PROTEUS CAPITAL MANAGEMENT

RémyRaisner is the Founder and CEO of Proteus Capital Management and oversees all parts of the company’s business. Mr. Raisner brings domestic and international experience to real estate investments and has executed assignments in the United States and throughout Latin America (Mexico, Brazil, and Argentina). After working as an Equities Trader on the proprietary desk at RBC Capital Markets in New York, Mr. Raisner joined Knightsbridge Partners, a real estate Private Equity firm, where he focused on Latin American acquisitions and was based in Buenos Aires. Most notably, he worked on the acquisition of 2,000 acres in the West Argentinean province of Mendoza, to be developed into a wine vineyard, luxury hotel, golf course, and polo field.

Prior to his career in finance, Mr. Raisner played professional basketball in France. Mr. Raisner holds a Bachelor’s Degree from Fairleigh Dickinson University and a MBA from Columbia Business School, where he received Dean’s List honors. He is a native speaker of French, speaks Spanish and basic Portuguese.

Sondra Wenger Sondra Wenger
Managing Director, Investments
CIM

PRE-SUMMIT WORKSHOP B:

FINDING YIELD IN NON-CORE REAL ESTATE ASSETS AND ANCILLARY STRATEGIES

Wednesday September 27, 2017

2:00 pm to 4:00 pm

As returns stall in primary markets and core assets with prices for acquisitions at all-time highs, both domestic and international investors are moving toward opportunities in niche areas to find yield. This workshop will discuss opportunities providing the best returns in areas outside of the traditional sectors, their growth prospects, and what institutional investors expect in these areas in the current economic climate. You will leave with new contacts and strategies for finding success in each of these sectors.

  • Analyze opportunities in several emerging niche property sectors: MOBs, self-storage, student housing, senior living, data storage, single-family housing, manufactured housing, etc. 
  • Secondary/Tertiary“story” markets with growth prospects of their own providing unexpected returns
  • Playing the capital stack in search of yield; deploying passive capital as bridge, mezzanine loans & preferred equity
  • Engineering yield through ground leases

David Eyzenberg David Eyzenberg
President
EYZENBERG & COMPANY

David Eyzenberg is President of Eyzenberg& Company, a NYC-based real estate investment bank with core competencies in arranging debt, preferred equity and mezzanine loans, and joint venture equity for existing, transitional and to-be-built projects. Additionally, Mr. Eyzenberg is a partner at Anika Equities, a private equity vehicle focused on the creation and acquisition of ground leases. Complementing his professional endeavors, Mr. Eyzenberg teaches graduate real estate finance studies in the New York University Schack Institute’s Masters of Science in Real Estate and NYU Stern MBA programs.

Mr. Eyzenberg previously was a principal and U.S. lead for the real estate capital raising practice of Avison Young. He co-founded and oversaw a group that during his tenure expanded throughout multiple offices and consummated well over $1B of financing transactions.

Prior to Avison Young Mr. Eyzenberg was a 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. Prior to running Prodigious Capital Group, Mr. Eyzenberg was associated with several boutique real estate investment banks. Mr. Eyzenberg began his real estate career on the buy side working for Merrill Lynch, Ramius Capital Group and Greenstreet Partners.

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 and also sits on the department's advisory committee. Mr. Eyzenberg is an active member of ULI, ICSC, RELA and MBA, and is a frequent speaker at industry events.

Joel Breitkopf Joel Breitkopf
Principal
ALCHEMY PROPERTIES

LUNCHEON WORKSHOP:

US-SAUDI CROSS-CULTURAL RELATIONS AND FUTURE BUSINESS DEVELOPMENT

Thursday September 28, 2017

1:00 pm to 2:00 pm

This workshop will give an overview of the historic foundation for the deep-seated relationship between the US and Saudi Arabia as well as the overarching connections to the surrounding Gulf States, and common business interests keeping ties strong. Existing business connections on an institutional level in these countries have paved the way for robust continued growth, making an understanding of these cross-cultural relationships imperative. You will leave this workshop with an insightful view of current relations, and new international opportunities for you to develop.

  • The historic binational alliance serving as the foundation for cross-cultural relations between the US and Saudi Arabia
  • Analysis of common interests in oil across the Gulf States: OPEC, oil markets, pricing, and the US shale revolution
  • Existing US business interests in oil across the Arabian Gulf
  • Current Arab investments in the US real estate market, and interests for continued growth
  • Developments in Saudi foreign relations and a new generation of leadership
  • Discussion of the deep ties between countries, and the continued growth with active involvement of institutional level investment on both sides

Paul Homsy Paul Homsy
Partner
EATON & VAN WINKLE LLP

Paul Homsy has more than 30 years of experience in the Middle East (in the Arabian Gulf countries in particular) and additional experience in cross-border transactions.

Mr. Homsy practiced law in Riyadh, Saudi Arabia for five years as the managing partner of Sidley & Austin’s former office there. He has advised on billions of dollars of transactions involving acquisitions, joint ventures, technology transfer agreements, and conventional and Sharia compliant financings.

He also has a wealth of practical business experience and relationships among the sovereign wealth funds, ultra high net worth investors, banks, and investment companies of the Arabian Gulf to assist clients in developing and growing their businesses in that region.

John L. Habib John L. Habib
Managing Partner
MENA BRIDGE ADVISORS LIMITED

Mr. Habib, a native New Yorker, is a commercial law and litigation attorney who has represented U.S., Middle Eastern and Asian corporate clients and entrepreneurs for almost 3 decades.

He is the founding Managing Partner of MENA Bridge Advisors Limited (MBA), a general practice legal consulting firm established in the United Arab Emirates in 2008. MBA specializes in counseling clients on U.S. and foreign laws, regulations and decrees impacting commercial transactions, litigation and arbitration matters. Mr. Habib also advises clients on market entry/market expansion strategic plans for the UAE, Gulf region and broader Middle East/North Africa (MENA) markets. Representative clients of MBA include Fortune 100 firms, private family-owned holding companies, joint venture SMEs, and IT accelerator programs with MENA regional offices.

In addition to practicing in private law firms throughout his career, Mr. Habib has held General Counsel and executive management positions in the U.S. and overseas, including the following:

  • General Counsel for manufacturing and distribution companies, supervising all U.S. and foreign legal and regulatory issues impacting business operations and real estate investments;
  • Business Unit President responsible for all domestic and international manufacturing, distribution, marketing, sales and acquisition and alliance initiatives; and,
  • Board of Directors member, Board Committee Chairman and Board Secretary for trade associations and governmental advisory agencies, including the AmCham Abu Dhabi, Abu Dhabi Council for Economic Development, AmCham MENA, U.S. Chamber of Commerce International Policy Committee , and Gulf Bond and Sukuk Association.

Mr. Habib has been admitted to practice law in New York, the District of Columbia, Maryland and Arizona. He obtained his law degree from Emory University School of Law, where he served as Editor-in-Chief of the Emory International Law Review, and his Bachelor's Degree in International Affairs and Political Science from Colgate University. He is married to Ms. Tanya Chuck-Habib, a UK-trained lawyer admitted to practice law in New York, and they divide their time between Manhattan and U.A.E. offices. (John.Habib@MENABridgeAdvisors.com)

 

NETWORKING SESSIONS:

SPEED NETWORKING BREAKFAST

Wednesday September 27, 2017

10:00 am to 10:30 am

Join us for a series of speed networking! Real estate owners, investors & developers will meet exclusively to evaluate the potential for mutual business endeavors . We will provide you with information on all of the other participants to allow you to choose the most relevant and focused meetings and connect in a free-flowing networking environment. This part of the program is a unique and focused way to help you establish relevant new contacts and generate fresh business opportunities.

PRE-SUMMIT WORKSHOP A:

UNDERSTANDING THE INVESTOR PERSPECTIVE: IDEAL INVESTMENT TYPES, MARKETS & STRATEGIES

Wednesday September 27, 2017

10:45 am to 12:45 pm

This workshop is designed to give asset managers and developers an inside look into the mind of investors. Here we will explore which geographies and asset classes are most attractive to investors within and outside of the US and expectations on returns and fee structures.

  • How investors are choosing their investment sector, partner, and regional center
  • Geographies and asset classes international investors have focused on over the last year, and what to expect for positive returns in 2018
  • Opportunities across investment types and structures – focus on: separate accounts, direct investments, closed-end vs. open-end funds
  • Underwriting criteria investors use for choosing their investment: total return vs. income
  • Discover if there is a potential shift from class A to class B properties, and if the focus will move from commercial to residential real estate
  • Potential opportunities in niche sectors and the new interest in student housing vs. luxury housing
  • Understanding which countries are investing in the US and expectations on returns – comparing the needs of Chinese investors vs. the recent influx from Latin America
  • Cultural differences in each of these areas affecting business relationships inside of the US
  • The potential for volatility in US commercial real estate in 2017 and pricing expectations

You will leave this session with a new understanding for what US and overseas investors are looking for, investment types and strategies available, and invaluable contacts for potential future business endeavors as we bring together all sides of the investment process.

Remy Raisner Remy Raisner
Founder
PROTEUS CAPITAL MANAGEMENT

RémyRaisner is the Founder and CEO of Proteus Capital Management and oversees all parts of the company’s business. Mr. Raisner brings domestic and international experience to real estate investments and has executed assignments in the United States and throughout Latin America (Mexico, Brazil, and Argentina). After working as an Equities Trader on the proprietary desk at RBC Capital Markets in New York, Mr. Raisner joined Knightsbridge Partners, a real estate Private Equity firm, where he focused on Latin American acquisitions and was based in Buenos Aires. Most notably, he worked on the acquisition of 2,000 acres in the West Argentinean province of Mendoza, to be developed into a wine vineyard, luxury hotel, golf course, and polo field.

Prior to his career in finance, Mr. Raisner played professional basketball in France. Mr. Raisner holds a Bachelor’s Degree from Fairleigh Dickinson University and a MBA from Columbia Business School, where he received Dean’s List honors. He is a native speaker of French, speaks Spanish and basic Portuguese.

Sondra Wenger Sondra Wenger
Managing Director, Investments
CIM

PRE-SUMMIT WORKSHOP B:

FINDING YIELD IN NON-CORE REAL ESTATE ASSETS AND ANCILLARY STRATEGIES

Wednesday September 27, 2017

2:00 pm to 4:00 pm

As returns stall in primary markets and core assets with prices for acquisitions at all-time highs, both domestic and international investors are moving toward opportunities in niche areas to find yield. This workshop will discuss opportunities providing the best returns in areas outside of the traditional sectors, their growth prospects, and what institutional investors expect in these areas in the current economic climate. You will leave with new contacts and strategies for finding success in each of these sectors.

  • Analyze opportunities in several emerging niche property sectors: MOBs, self-storage, student housing, senior living, data storage, single-family housing, manufactured housing, etc. 
  • Secondary/Tertiary“story” markets with growth prospects of their own providing unexpected returns
  • Playing the capital stack in search of yield; deploying passive capital as bridge, mezzanine loans & preferred equity
  • Engineering yield through ground leases

David Eyzenberg David Eyzenberg
President
EYZENBERG & COMPANY

David Eyzenberg is President of Eyzenberg& Company, a NYC-based real estate investment bank with core competencies in arranging debt, preferred equity and mezzanine loans, and joint venture equity for existing, transitional and to-be-built projects. Additionally, Mr. Eyzenberg is a partner at Anika Equities, a private equity vehicle focused on the creation and acquisition of ground leases. Complementing his professional endeavors, Mr. Eyzenberg teaches graduate real estate finance studies in the New York University Schack Institute’s Masters of Science in Real Estate and NYU Stern MBA programs.

Mr. Eyzenberg previously was a principal and U.S. lead for the real estate capital raising practice of Avison Young. He co-founded and oversaw a group that during his tenure expanded throughout multiple offices and consummated well over $1B of financing transactions.

Prior to Avison Young Mr. Eyzenberg was a 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. Prior to running Prodigious Capital Group, Mr. Eyzenberg was associated with several boutique real estate investment banks. Mr. Eyzenberg began his real estate career on the buy side working for Merrill Lynch, Ramius Capital Group and Greenstreet Partners.

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 and also sits on the department's advisory committee. Mr. Eyzenberg is an active member of ULI, ICSC, RELA and MBA, and is a frequent speaker at industry events.

Joel Breitkopf Joel Breitkopf
Principal
ALCHEMY PROPERTIES

LUNCHEON WORKSHOP:

US-SAUDI CROSS-CULTURAL RELATIONS AND FUTURE BUSINESS DEVELOPMENT

Thursday September 28, 2017

1:00 pm to 2:00 pm

This workshop will give an overview of the historic foundation for the deep-seated relationship between the US and Saudi Arabia as well as the overarching connections to the surrounding Gulf States, and common business interests keeping ties strong. Existing business connections on an institutional level in these countries have paved the way for robust continued growth, making an understanding of these cross-cultural relationships imperative. You will leave this workshop with an insightful view of current relations, and new international opportunities for you to develop.

  • The historic binational alliance serving as the foundation for cross-cultural relations between the US and Saudi Arabia
  • Analysis of common interests in oil across the Gulf States: OPEC, oil markets, pricing, and the US shale revolution
  • Existing US business interests in oil across the Arabian Gulf
  • Current Arab investments in the US real estate market, and interests for continued growth
  • Developments in Saudi foreign relations and a new generation of leadership
  • Discussion of the deep ties between countries, and the continued growth with active involvement of institutional level investment on both sides

Paul Homsy Paul Homsy
Partner
EATON & VAN WINKLE LLP

Paul Homsy has more than 30 years of experience in the Middle East (in the Arabian Gulf countries in particular) and additional experience in cross-border transactions.

Mr. Homsy practiced law in Riyadh, Saudi Arabia for five years as the managing partner of Sidley & Austin’s former office there. He has advised on billions of dollars of transactions involving acquisitions, joint ventures, technology transfer agreements, and conventional and Sharia compliant financings.

He also has a wealth of practical business experience and relationships among the sovereign wealth funds, ultra high net worth investors, banks, and investment companies of the Arabian Gulf to assist clients in developing and growing their businesses in that region.

John L. Habib John L. Habib
Managing Partner
MENA BRIDGE ADVISORS LIMITED

Mr. Habib, a native New Yorker, is a commercial law and litigation attorney who has represented U.S., Middle Eastern and Asian corporate clients and entrepreneurs for almost 3 decades.

He is the founding Managing Partner of MENA Bridge Advisors Limited (MBA), a general practice legal consulting firm established in the United Arab Emirates in 2008. MBA specializes in counseling clients on U.S. and foreign laws, regulations and decrees impacting commercial transactions, litigation and arbitration matters. Mr. Habib also advises clients on market entry/market expansion strategic plans for the UAE, Gulf region and broader Middle East/North Africa (MENA) markets. Representative clients of MBA include Fortune 100 firms, private family-owned holding companies, joint venture SMEs, and IT accelerator programs with MENA regional offices.

In addition to practicing in private law firms throughout his career, Mr. Habib has held General Counsel and executive management positions in the U.S. and overseas, including the following:

  • General Counsel for manufacturing and distribution companies, supervising all U.S. and foreign legal and regulatory issues impacting business operations and real estate investments;
  • Business Unit President responsible for all domestic and international manufacturing, distribution, marketing, sales and acquisition and alliance initiatives; and,
  • Board of Directors member, Board Committee Chairman and Board Secretary for trade associations and governmental advisory agencies, including the AmCham Abu Dhabi, Abu Dhabi Council for Economic Development, AmCham MENA, U.S. Chamber of Commerce International Policy Committee , and Gulf Bond and Sukuk Association.

Mr. Habib has been admitted to practice law in New York, the District of Columbia, Maryland and Arizona. He obtained his law degree from Emory University School of Law, where he served as Editor-in-Chief of the Emory International Law Review, and his Bachelor's Degree in International Affairs and Political Science from Colgate University. He is married to Ms. Tanya Chuck-Habib, a UK-trained lawyer admitted to practice law in New York, and they divide their time between Manhattan and U.A.E. offices. (John.Habib@MENABridgeAdvisors.com)

 

Speakers

David A. Paterson

David A. Paterson

-

FORMER GOVERNOR OF NEW YORK

David Alexander Paterson became the 55th Governor of the State of New York on March 17, 2008.  In his first address as Governor, he spoke about the challenges facing New York and his plans to build a better and brighter future for all citizens.  He was ahead of the national curve in predicting and acting on the state’s fiscal downturn.
During Governor Paterson’s 2008 inaugural address, he foretold of an impending national fiscal crisis and collapse.  This forecast compelled New York’s Legislature to convene for a special session in August 2008.  As a result of this session, the state reduced its deficit by $2 billion and mitigated further devastating financial upheaval, allowing it to maintain its credit rating for the duration of his term.  He enacted legislation attaching severe criminal penalties to predatory lending and reduced New York’s fiscal deficit by nearly $40 billion.  One of his greatest achievements was establishing a new budget process that has yielded on-time budgets since he left office.
David embodies a rare combination of skills, including a unique understanding of marketplace drivers and surrounding events.  He earned his B.A in History from Columbia University and his J.D. from Hofstra Law School.

Prior to becoming New York State’s 55th governor in March 2008, David began his political career when he was elected to represent Harlem in 1985 at the age of 31, making him the third youngest state senator in New York’s history.  In 2002, he was elected as Minority Leader of the New York State Senate, becoming the first African-American and blind legislative leader in the state’s history.  Among his many other accomplishments and distinctions, he was honored to address the 2004 Democratic National Convention.

In 2014, David was appointed as Chairman of the New York State Democratic Party and served on the Board of the Metropolitan Transportation Authority.  He was previously an adjunct professor of government at New York University and later joined the faculty at Touro College.  He currently chairs the Board of the Achilles Track Club.   David has also hosted popular drive-time talk radio shows on WOR-AM and WNYM-AM in New York City and is a highly sought-after speaker, frequently appearing as a guest commentator on nationally broadcast news-related programs.  

Larry A. Silverstein

Larry A. Silverstein

Chairman

SILVERSTEIN PROPERTIES, INC.

Larry A. Silverstein is the Chairman of Silverstein Properties, Inc., a Manhattan-based real estate development and investment firm that has developed, owned and managed 40 million square feet of office, residential, hotel and retail space. The firm currently has $10 billion worth of development activity underway and has been recognized as one of the “Best Places to Work in New York City” by Crain’s New York Business for the past eight years.

In July 2001, Mr. Silverstein completed the largest real estate transaction in New York history when he signed a 99-year lease on the 10.6 million square feet World Trade Center for $3.25 billion, only to see it destroyed in terrorist attacks six weeks later on September 11, 2001. He has spent the last 14 years rebuilding the office component of the World Trade Center site, a $20 billion project that will consume the balance of his working life.

In May 2006, Silverstein Properties opened 7 World Trade Center, the first office tower to be rebuilt at the site, and the first LEED-certified office building in New York City. The 52-story, 1.7 million square foot office tower is fully leased to an eclectic group of tenants. In November 2013, the company opened 4 World Trade Center, a 72-story 2.3 million square foot building designed by Fumihiko Maki. The company is developing two other office towers on the WTC site – 2 and 3 World Trade Center (that were designed by Bjarke Ingels and Richard Rogers).

Silverstein Properties is currently developing a Four Seasons hotel and private residences designed by Robert A. M. Stern in Lower Manhattan which, at 82-stories, will be one of the tallest residential towers in New York. The company recently completed and opened the largest Four Seasons resort in the world at the Walt Disney World Resort in Orlando, Florida.

Mr. Silverstein owns and manages many successful and high-profile commercial and residential properties in New York City, including 120 Broadway, 120 Wall Street, 529 Fifth Avenue and 1177 Avenue of the Americas. Mr. Silverstein recently completed and opened Silver Towers, two 60-story residential towers at 600 West 42nd Street, the companion to 1River Place, a 40-story, 921-unit tower which opened in 2000. The square block development houses over 2,200 families.

Mr. Silverstein is a member of the New York Bar and a Governor of the Real Estate Board of New York, having served as its Chairman. He has served as Chairman of the Realty Foundation of New York.
A 1952 graduate of New York University, Mr. Silverstein served as Vice Chairman of the NYU Board of Trustees, where he continues to serve as member of the Board of Trustees of the New York University Langone Medical Center. He is the Founder and Chairman emeritus of the advisory board of the NYU Real Estate Institute. As a Professor of Real Estate, his “Silverstein Workshop” became one of the most attended and informative educational sources for learning real estate development and investment analysis.

Mr. Silverstein donates his time and resources to support many philanthropic endeavors. He has served as Chairman of the Board of UJA-Federation. He is a founding trustee of the Museum of Jewish Heritage in New York and has served as treasurer of National Jewish Health in Denver.

Mr. Silverstein contributes his time and resources to organizations that are dedicated to education and medical research, meeting humanitarian needs and supporting the arts. Mr. Silverstein currently serves as a board member of the New York Philharmonic. He is a classical music enthusiast, a passionate yachtsman and a dedicated New Yorker. Larry and Klara Silverstein have been married for fifty nine years and have three children and one son-in-law, three of whom are executives at Silverstein Properties, and they also have eight grandchildren.

Francis Greenburger

Francis Greenburger

Chairman & CEO

TIME EQUITIES INC.

"We believe that to succeed in real estate one needs to have a long-term view, be flexible, opportunistic and able to maintain a balanced portfolio in diverse markets." As the Founder and guiding force behind Time Equities, Inc., Francis Greenburger has earned a reputation for outstanding integrity and an uncanny ability to foresee changing directions and create value in a variety of real estate markets. Francis lives with his wife, Isabelle and is a devoted father to his four children. He is an active board member in and supporter of, various arts, education and community organizations, as well as the owner of Sanford J. Greenburger Associates, Inc., a full-service literary agency based in Manhattan. He spends his free moments in search of the perfect backhand or skiing (carefully) down the slopes.

William L. Mack

William L. Mack

Chairman of the Board of Directors

MACK-CALI REALTY CORPORTATION

Mr. William Mack is the Chairman of the real estate investment firm, the Mack Real Estate Group. Founded by Mr. Mack and his two sons, Richard and Stephen, the Mack Real Estate Group specializes in domestic and international real estate development opportunities and the property management of the company’s commercial assets and is a primary lender for commercial real estate mortgage debt. Prior to launching the Mack Real Estate Group, Mr. Mack was the Founder and Chairman of AREA Property Partners (formerly Apollo Real Estate Advisors). The AREA Funds collectively invested in more than $60 billion of diversified real estate ventures in 25 countries throughout the world. The investments include office and retail facilities, hotels, multi-family residential housing, mortgage securities, housing companies, land investments, and public and private real estate operating companies. Mr. Mack is also Chairman of the Board of Directors of Mack-Cali Realty Corporation, a publicly traded REIT that owns and operates a portfolio of Class A office and office/flex buildings located in the northeast United States. He is President and CEO of the Mack Organization, a national owner, investor and developer of warehouse and retail facilities.

Mr. Mack is the Chair Emeritus of the Board of Overseers of the Wharton School, where he received the Dean’s Medal, the school’s highest honor, a former Vice Chair of the University of Pennsylvania’s Board of Trustees, and a former Vice Chair of the Wharton Real Estate Center Advisory Board.

Mr. Mack is the Chairman of the Board of the Solomon R. Guggenheim Foundation (worldwide museums). He is the Vice Chairman of Northwell Health (formerly North Shore-Long Island Jewish Health System) where he serves on its Executive Committee, and serves as a Trustee and Member of the Executive Committee of Lenox Hill Hospital. He is also a Director of the Palm Beach Civic Association.

Mr. Mack is a Director of Florida Community Bank anda Director of Hudson’s Bay Company. He is a past Director of Retail Opportunity Investments Corporation; Wyndham International, Inc.; the Bear Stearns Companies, Inc.; Vail Resorts, Inc.; and the Empire State Development Corporation. Mr. Mack is a former Member of the Regional Advisory Board of JP Morgan Chase. Mr. Mack is a past Chairman of the Long Island Power Authority, the Jacob K. Javits Convention Center Development Corporation of New York, and the New York Convention Center Operating Corporation.

Mr. Mack attended Brooklyn Technical High School, the University of Pennsylvania and Wharton School of Business and Finance, and the School of Business of New York University.

David Weinreb

David Weinreb

CEO

THE HOWARD HUGHES CORPORATION

David R. Weinreb is the Chief Executive Officer and a Member of the Board of Directors of The Howard Hughes Corporation. Known for his passion, tenacity and entrepreneurial spirit, Mr. Weinreb has directed the company's efforts since its emergence in 2010, building a portfolio of some of the most sought-after real estate in the country. His vision, leadership and acumen led him to be honored as the 2013 Ernst and Young Entrepreneur Of The Year® Award in Real Estate for the region. In 2012, he was named as one of the Top 200 CEOs in the U.S. by ExecRank, and in 2015, he was listed in the 2015 Commercial Observer Power 100 as one of 100 most powerful people in New York City real estate.

A real estate industry veteran for over 30 years, Mr. Weinreb spent 17 years as Chairman and CEO of TPMC Realty Corporation, a company he built into a multi-faceted investment firm prior to joining The Howard Hughes Corporation. Located in Dallas, TX, TPMC, whose tenant roster included many Fortune 500 companies, specialized in the acquisition and repositioning of underperforming real estate and real estate related assets across the United States. In addition to development, ownership and management of real estate, the firm's activities included mezzanine financing and private equity investing.

Mr. Weinreb attended New York University and began his real estate career in the 1980s in New York City. He is a member of the International Council of Shopping Centers and the Urban Land Institute. He also serves on the Advisory Council of the Lusk Center for Real Estate at the University of Southern California. His philanthropic interests are both local and national.

Joseph J. Sitt

Joseph J. Sitt

President & CEO

THOR EQUITIES

Joseph J. Sitt is President & CEO of Thor Equities, a global leader in urban real estate development, leasing and management of commercial, residential, retail, hotel and mixed-use assets. Founded in 1986 by Mr. Sitt, the company owns prime property in the United States, Europe and Latin America, with portfolio transactions and a development pipeline in excess of $10 billion and totaling more than 20 million square feet.

Mr. Sitt is also CEO of Thor Retail Advisors, a premier leasing agent and exclusive representative of global retailers in their search for prime locations; Chairman of Thor Urbana, which develops and acquires retail, office and mixed-use properties in Mexico City and other large Mexican cities; and Chairman and Managing Principal of Thor Urban Property Funds, an investment vehicle serving pension funds, investment banks, top-tier college endowments and foundations.

He was awarded the 2014 Ernst and Young Entrepreneur of the Year award, and has been named by political magazine City & State as one of the Most Powerful People in New York. Harvard professor Michael Porter and the Initiative for a Competitive Inner City (ICIC) have also honored him for his commitment to fostering healthy competitive business conditions and new opportunities in inner city neighborhoods.

He has served on the board of the Real Estate Roundtable in Washington, D.C., the Department of Real Estate at Baruch College, and is a member of the Partnership for New York City. Mr. Sitt also serves on the board of the Bedford Stuyvesant Corporation, founded by Robert F. Kennedy and Jacob Javits. He is a managing director of the Venetian Heritage Museum, and Chairman of the Sephardic Heritage Museum.

Mr. Sitt is Chairman and Founder of Global Gateway Alliance, a non-profit organization established to address the major challenges facing the New York-New Jersey region’s aging airport system and related infrastructure.

He has served on the boards of the Downtown Brooklyn Council economic development advocacy group, REBNY’s Board of Governors, and as Chairman of the Brooklyn Fulton Street Business Improvement District. He has spent much of his career focusing on youth development and education, serving on the Boards of Brooklyn’s Flatbush High School and TAB High School, leading a teen program and acting as an ongoing mentor and guidance counselor to wayward Brooklyn youth.

Mr. Sitt founded women’s clothing retailer Ashley Stewart, expanding the company to 380 stores in over 100 cities. Its phenomenal growth prompted many national retailers to take notice of opportunities in the urban marketplace. A key to his success at Ashley Stewart was identifying and leveraging the best real estate opportunities for its stores. In 2000, he decided to divest his interest in Ashley Stewart and focus exclusively on Thor Equities. Mr. Sitt is a graduate of New York University's Stern School of Business.

 

Andrea Olshan

Andrea Olshan

CEO

OLSHAN PROPERTIES

Andrea Olshan serves as Chief Executive Officer of Olshan Properties and is responsible for the strategic direction of the company, its investment activity and capital partnerships. Through her membership in the Investment Committee, Ms. Olshan evaluates new investment opportunities and represents the Company in its third-party investments.

Prior to the position of Chief Executive Officer of Olshan Properties, Ms. Olshan served as the Chief Operating Officer and was responsible for the day-to-day functions of the Olshan Properties operating divisions: leasing, property management, asset management, development and construction. Her strategic accomplishments included consistent double digit revenue and net asset value growth. During her tenure at Olshan Properties, the company has developed or acquired 7 million square feet of income-producing real estate including retail, residential, hotel and office assets.

In addition to her real estate career, Ms. Olshan is actively involved in numerous civic and social service organizations. She serves on the Steering Committee of the Council of Conservators at the New York Public Library, as class Co-Chair for the Harvard College Fund, is President of the Graduate Board of the Hasty Pudding Club -- Institute of 1770, and serves as Trustee of the Horace Mann School. Ms. Olshan also serves as board member of the 92Y and co-chairs their Emerging Leadership Committee.
Ms. Olshan graduated Magna Cum Laude from Harvard and received her MBA from Columbia Business School.

Bruce Cohen

Bruce Cohen

Chief Executive Officer

WRIGHTWOOD FINANCIAL

As Chief Executive Officer of Wrightwood Financial, Bruce is responsible for leading all aspects of the company’s operations. Prior to forming Wrightwood Financial, Bruce was a Senior Partner in the real estate group of Ares Management, a leading global alternative asset management company. He also served as President and COO of Ares Commercial Real Estate where he oversaw more than $1 billion of investment activity. Bruce joined Ares in 2011 upon completing the sale of Wrightwood Capital’s operating platform to Ares. During his tenure, he retained oversight of the Wrightwood Capital portfolio, as well as its third party funds, and continues in this capacity in his role at Wrightwood Financial. From its inception in 2004 until 2011, Wrightwood Capital was responsible for more than $4 billion of investment activity.
Bruce earned an M.B.A. from the University of Chicago Booth School of Business and a B.A. from Tufts University. He currently serves on the boards of Wrightwood Capital, Erdman, a preeminent design-build firm focused on healthcare, and Cortland Partners a multi-family real estate investment and management firm. He is also a member of the real estate advisory boards of Northwestern University’s Kellogg School of Management and The University of Chicago Booth School of Business, as well as the Board of College Possible, an organization focused on making college education possible for low income students.

Sandeep Mathrani

Sandeep Mathrani

CEO

GGP, INC.

As a leader in the real estate industry with more than 20 years of experience, Sandeep Mathrani is the chief executive officer and director of General Growth Properties (GGP), the second largest retail real estate owner in the United States. Prior to joining GGP in 2010, Mathrani was president of retail for Vornado Realty Trust, where he oversaw the U.S. retail real estate. For eight years, Mathrani held the position of executive vice president at Forest City Ratner, where he was responsible for their retail development and leasing in the New York City metropolitan area. He serves on the board of trustees for the International Council of Shopping Centers (ICSC), executive board of NAREIT and was recently introduced as a new member to the board of directors of Host Hotels & Resorts, Inc. He holds a master of engineering, master of management science and bachelor of engineering from Stevens Institute of Technology in Hoboken, N.J.

Bill Rudin

Bill Rudin

CEO

RUDIN MANAGEMENT COMPANY

As CEO and Co-Chairman of Rudin Management Company, William C. Rudin oversees the Rudin real estate portfolio in New York City. Bill currently serves as Chairman of the Battery, and is a Board Member of the Partnership for New York City, the Mayor’s Fund to Advance New York City, the Metropolitan Museum of Art, New York University, the Alliance for Downtown New York, the Economic Club of New York and the Alfred E. Smith Memorial Foundation. He is Chairman of The Real Estate Roundtable; and is the Chairman-elect of the Real Estate Board of New York (REBNY). Following Hurricane Sandy in 2012, Bill was appointed President of NY State Governor Cuomo’s Empire State Relief Fund; and was appointed by the Governor to serve on the Pataki-McCall New York State Tax Relief Commission. He is a member of The Council on Foreign Relations and The New York City Marathon Committee.

Norman Sturner

Norman Sturner

Founder & CEO

MHP REAL ESTATE SERVICES

Norman Sturner is a founding Principal of MHP Real Estate Services and serves as President and Chief Executive Officer of the firm.

Mr. Sturner has engaged in all aspects of the New York real estate market, including project acquisition, management and brokerage. He is responsible for the firm’s acquisition and disposition activities and has acquired and sold more than 150 properties with an aggregate value of more than 12 Billion dollars.

Recently, Mr. Sturner was honored for the sixth year in a row by The Commercial Observer as one of the 100 most powerful people in New York Real Estate.

Norman Sturner is an approved Receiver by The New York State Office of Court Administration (OCA).

Mr. Sturner is a Board Member of: Real Estate Board of New York, Grand Central Partnership, New York Realty Foundation, Jewish Braille Institute and Association for a Better New York.

 

Paul Fried

Paul Fried

Executive Managing Director and Head of Equity Capital Markets

GREYSTONE & CO., INC.

Paul M. Fried, Executive Managing Director and Head of Equity Capital Markets, is responsible for leading Greystone’s equity capital placement services. Paul and his team provide advice on structuring creative equity solutions and source institutional equity capital on behalf of real estate owners and developers across all commercial property types.

Paul joins Greystone Bassuk from L&L Holding, where he was a Managing Director and head of Equity and Debt Capital Markets. He brings broad experience in raising capital for real estate projects and advising clients on capital strategies. With experience spanning over two decades and numerous economic cycles, he provides clients with a unique perspective on successfully managing the equity capital markets. At L&L, alone, his assignments encompassed over $4 billion in strategic acquisition, equity recapitalization and development projects, for projects such as the development of 425 Park Avenue in Manhattan.

Paul has extensive experience working with owners and investors across the country on all product types, putting together entire capital stacks. Previously, he was a Director at Deutsche Banc Mortgage Capital and a member of the Investment Committee, and co-founder and Chief Operating Officer of mezzanine lender Allegiance Capital. Regarding his work with clients and their equity needs, he credits his years with Milbank, Tweed, Hadley & McCloy for providing both the legal and financial fundamentals of equity and debt transactions and a deep exposure to the dynamics of capital market transactions and the approach to fashioning client solutions and guiding clients.

Paul has a JD from Rutgers (Newark), where he was an Editor of the Law Review, and a BA from Rutgers College (New Brunswick; History) where he was a Henry Rutgers Scholar. He is a Council Member of the Urban Land Institute.

Adam S. Metz

Adam S. Metz

Head of International Real Estate

THE CARLYLE GROUP

Adam S. Metz is a Managing Director and Head of International Real Estate at The Carlyle Group. Carlyle manages ten real estate funds and related investment vehicles that invest in a range of real estate assets in Asia, Europe and the United States. He is based in Washington, DC.

Most recently, he was Senior Advisor to TPG Capital’s Real Estate Group, an opportunistic investor in real estate platforms. The Group invested over $2 billion of equity capital since its formation in 2009.

Prior to joining TPG in April 2011, Mr. Metz was the Chief Executive Officer of General Growth Properties, Inc. from November 2008 until December 2010. Mr. Metz led GGP through the largest bankruptcy and restructuring in REIT history. During his tenure as CEO, the total return (including stock price appreciation and dividend reinvestment) was 906%. Before joining GGP, Mr. Metz was co-founding partner of Polaris Capital LLC, which was formed in 2002 and was in the business of owning retail real estate assets throughout the United States. Polaris partnered with the Blackstone Group in the shopping center assets it owned.

From November 2000 through May 2002, Mr. Metz was Executive Vice President and Chief Investment Officer of Rodamco, North America. Rodamco owned over $6 billion in real estate assets, primarily dominant regional malls. Rodamco was a public company listed on the Amsterdam Stock Exchange. In May of 2002, Rodamco N.A. was sold to a consortium of regional shopping mall companies made up of The Rouse Company (subsequently acquired by General Growth Properties), Simon Property Group and Westfield.

Mr. Metz held numerous positions with Urban Shopping Centers, Inc., a NYSE listed REIT including President, Chief Financial Officer and Director of Acquisitions. Urban was in the business of owning, acquiring, managing, leasing, developing and redeveloping super-regional and regional malls. Urban was purchased by Rodamco in November 2000 in a friendly transaction. From the IPO in 1993 until 2000, when the Company was sold, the total return (includes stock price appreciation and dividend reinvestment) was 238%.

Mr. Metz was a Vice President in the Capital Markets group of JMB Realty, where he was employed from 1987 to 1993. From 1983 to 1987, he worked in the Commercial Real Estate Lending Group at The First National Bank of Chicago as a Corporate Lending Officer.

Mr. Metz is currently a member of Real Estate Roundtable, ICSC and ULI. He also serves on the advisory boards of the real estate programs at both Cornell University and Northwestern University.

Mr. Metz received his Masters of Management degree from Northwestern University and his Bachelor’s degree from Cornell University.

 

Nelson Mills

Nelson Mills

President & CEO

COLUMBIA PROPERTY TRUST, INC.

As President, Chief Executive Officer, and Director of Columbia Property Trust, Nelson Mills is responsible for the company's overall strategy, capital transactions, operations, and the performance of its portfolio of investments. Mr. Mills served as an Independent Director on the Columbia Property Trust Board since 2007 before being named President and Chief Executive Officer in 2010. In this position, he led the company in the establishment of an internal management team, a substantial repositioning of the portfolio, enhanced and expanded access to more efficient capital resources, and the development of a comprehensive strategic plan and growth strategy for the future.

Mr. Mills has 29 years of experience in the real estate investment and financial services industries. Prior to joining Columbia Property Trust in 2010, he served for five years as the President and Chief Operating Officer of Williams Realty Advisors, LLC, manager and advisor to a series of real estate investment funds serving both institutional and individual investors. In this role, he was responsible for the firm's investment and financial strategy and oversaw the design, formation, investment, and operations of several substantial funds, across multiple asset classes.

Previously, Mr. Mills served as Chief Financial Officer with Lend Lease Real Estate Investments (US), Inc., one of the world's largest institutional investment managers specializing in the acquisition and management of commercial real estate. He began his career in the financial industry as a partner with KPMG LLP, specializing in tax and transaction advisory services for the real estate industry. He received a B.S. in Business Administration from the University of Tennessee, and an M.B.A. from the University of Georgia.

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 Strategies (MRECS). Mr. Sotoloff previously served as Managing Director and Head of U.S. Originations of Blackstone Real Estate Debt Strategies (BREDS) fund series and was a founding member of the Advisor. Over the past 7 years Mr. Sotoloff helped to build Blackstone Real Estate Debt Strategies into a $10Bn (equity capital) platform. Mr. Sotoloff oversaw structured finance acquisitions including both origination and legacy loan portfolio investment activities on behalf of the BREDS series fund and developed and executed the key strategies of the program including: legacy loans, legacy CMBS and new originations plus sourced several large, successful equity deals for Blackstone Real Estate Partners Equity program. Mr. Sotoloff served as a member of the Investment Committee for Blackstone Mortgage Trust (NYSE: BXMT), the Review Committee for the Blackstone Tactical Opportunities Fund and served on the Board of Directors of Landmark Apartment Trust. Mr. Sotoloff led the development of BREDS’ key, multi-faceted strategies including: CMBS securities, CMBS JV, legacy loans -- $4Bn+ face purchased in 173 credits and over 90 discrete investment deals since inception and contributed to the successful launch of Blackstone Mortgage Trust. Prior to joining Blackstone, Mr. Sotoloff was a Principal at Tribeca Associates, where he 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 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. 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.

Nolan Hecht

Nolan Hecht

Managing Director

SQUARE MILE CAPITAL MANAGEMENT

Nolan oversees hotel investments and hotel asset management at Square Mile. In this role, Nolan assists in originating, structuring, underwriting and closing investments, assists with all ongoing asset management duties related to hospitality investments, including managing brand and franchise relationships and overseeing capital markets transactions, including refinancings and dispositions and leads hospitality workout and special servicing activities. Nolan is an active member of the ULI Hospitality Development Council and a frequent speaker at major hospitality conferences. Prior to joining Square Mile in 2010, Nolan was a Vice President at AIG Global Real Estate, overseeing worldwide hospitality investments and asset management. Nolan is a graduate of the Cornell University School of Hotel Administration, where he concentrated in real estate finance.

Jennifer Gandin

Jennifer Gandin

Principal, Investments

CIM

Jennifer Gandin is Principal, Investments of CIM Group, and is actively involved in CIM Group’s Infrastructure Investing Platform. Ms. Gandin has sourced and executed transactions in CIM’s renewable energy, water and utilities, waste, urban transportation and social infrastructure verticals, and oversees these investments. She serves on CIM’s Investment and Asset Management Committees and serves on the boards of SkyPower Global and the Southern California Water Banking Authority.

Ms. Gandin received a B.S. in Business Administration from University of California, Berkeley and an M.B.A. from Columbia Business School.

Roland Du Luart

Roland Du Luart

Managing Partner, Head of US

LFPI

Holding a MBA and a BA from the University of Chicago Roland worked at the M&A Department of Lazard New York, then Lazard Paris. In 2004, he joined UBS Real Estate Group where he was Executive Director and gained experience in sourcing, supervising due diligence, structuring and negotiating transactions for a total amount of more than $20 billion for listed and unlisted real estate companies, private equity funds, hedge funds, family offices, retirement funds and sovereign funds. In 2013, he joined the LFPI team as Managing Partner in charge of the US activity.

Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

RémyRaisner is the Founder and CEO of Proteus Capital Management and oversees all parts of the company’s business. Mr. Raisner brings domestic and international experience to real estate investments and has executed assignments in the United States and throughout Latin America (Mexico, Brazil, and Argentina). After working as an Equities Trader on the proprietary desk at RBC Capital Markets in New York, Mr. Raisner joined Knightsbridge Partners, a real estate Private Equity firm, where he focused on Latin American acquisitions and was based in Buenos Aires. Most notably, he worked on the acquisition of 2,000 acres in the West Argentinean province of Mendoza, to be developed into a wine vineyard, luxury hotel, golf course, and polo field.

Prior to his career in finance, Mr. Raisner played professional basketball in France. Mr. Raisner holds a Bachelor’s Degree from Fairleigh Dickinson University and a MBA from Columbia Business School, where he received Dean’s List honors. He is a native speaker of French, speaks Spanish and basic Portuguese.

Michael Maturo

Michael Maturo

President

RXR REALTY

Michael Maturo is a founding Managing Partner and serves as President of RXR Realty LLC (“RXR”), a multi-billion dollar private real estate company which was formed subsequent to the sale of Reckson Associates Realty Corp (“Reckson”)(NYSE:RA) to SL Green, one of the largest public Real Estate management buyouts in REIT history. In this capacity, he develops, implements and oversees RXR’s corporate strategy and investment fund and asset management businesses as well as all capital markets activities. Mr. Maturo is a member of RXR’s Investment Committee and its Board of Directors. He is also a Principal and member of the Investment Committee of RXR Real Estate Opportunity Fund, LLC, RXR Real Estate Value Add Fund LLC and RXR Emerging Markets Fund LLC and RXR Real Estate Value Added Fund III, LLC.

Prior to the Reckson/SL Green merger, Mr. Maturo served as President and a member of the Board of Directors at Reckson. Mr. Maturo was also Chairman of the Investment Committee and had oversight responsibility over the company’s allocation of capital. Mr. Maturo worked in tandem with the Company’s CEO in developing and implementing Reckson’s corporate and operating strategies. Mr. Maturo was at Reckson from 1995 until January 2007 and during his tenure completed over $30 billion in capital markets transactions.

In addition, Mr. Maturo serves on a number of outside Boards and Committees including First Vice Chairman of the Board of Directors of the Long Island Association (LIA), as well as a Member of its Executive Committee and Chairman of its Economic Development Committee, Chairman of the Board of Directors of the Catholic Foundation of Long Island, Member of the Cold Spring Harbor Laboratory Advisory Board, Member of the Board of Trustees of the Diocese of Rockville Centre Pension Plan and Member of the Real Estate Roundtable. Mr. Maturo was appointed by Governor Cuomo in December 2012 to the Board of Trustees of the Long Island Power Authority (LIPA) where he served as Chairman of the Personnel and Compensation Committee and member of the Finance and Audit Committee and the Operations Transition Committee. Mr. Maturo completed his tenure on the LIPA board in January 2014.

Frederick N. Cooper

Frederick N. Cooper

Senior Vice President - Finance, International Development & Investor Relations

TOLL BROTHERS, INC.

Fred Cooper joined Toll Brothers in 1993 to establish its Finance and Investor Relations Departments. As the firm’s in-house investment bank, his team is responsible for Toll’s capital markets and investor relations activities as well as its partnering relationships with major U.S. and international financial and development institutions. Since formation, his team has raised over $15 billion from U.S., European and Asian banks, the public capital markets and institutional partners. In addition to capital raising, the group advises on complex project structuring, joint ventures, corporate mergers and acquisitions and major property acquisitions.

Fred has been financial point for Toll’s expansion into the urban high-rise condo business through Toll Brothers City Living, which has grown into an operation of over 40 buildings and 5,000 units, and into the rental apartment business through Toll Brothers Apartment Living,which now controls $3 billion in assets in a pipeline of completed and in-development projects totaling over 12,000 units. Fred has also overseen Toll Brothers’ exploration of international development opportunities in Asian, Latin American, and Middle Eastern markets.

From 1989 to 1993, Fred was Director of Corporate Finance and Planning at DKM Properties Corp., the real estate arm of the Dyson-Kissner-Moran Corporation, one of the nation’slargest private companies. From 1984 to 1989, he was Senior Vice President and a member of the Executive Committee of the Financial Services Corporation, New York City’s economic development bank. From 1980 to 1983 he worked in community-based affordable housing and economic development in the South Bronx and Brooklyn, New York.

He holds an A.B. from Brown University, a Master of Public Policy in finance and international development from Harvard University’s Kennedy School of Government and an Advanced Professional Certificate in Finance from New York University’s Graduate School of Business Administration.

Jeffrey Carswell

Jeffrey Carswell

Partner, Capital Markets

THE SHIDLER GROUP

Mr. Carswell is a Partner of The Shidler Group, a financier in the field of real estate investing debt and equity capital into properties and creating and capitalizing new real estate-related companies. Mr. Carswell focuses on the financing of new acquisitions and the development of joint venture relationships with capital and operational partners. As such, Mr. Carswell has employed his in-depth knowledge of securitized markets and structured finance solutions to lead the structuring and funding of debt instruments totaling in excess of $2 billion.

Mr. Carswell joined the Shidler Group in 2011 as Director of Capital Markets of Alliance Partners, one of The Shidler Group’s affiliated companies, where he led the acquisition and financing of office and industrial assets valued at $750 million. Mr. Carswell also led the formation of the Shidler Group's joint venture hospitality platform that acquired over 3,700 keys in the span of 24 months.

Prior to joining the Shidler Group, Mr. Carswell was the founder and CEO of Oak River Capital LLC, a boutique investment-banking firm focused on capital raising and restructuring advisory services.

Mr. Carswell holds a Bachelor of Arts degree in psychology from Villanova University and is a frequent speaker at industry events.

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 investing firm that seeks to create long-term value for its investors and clients. Formed in 2010, GreenOak Real Estate is a highly focused global platform with an experienced and cohesive senior team that possesses a long and successful track record investing in and managing real estate. The firm has offices in New York, Los Angeles, London, Madrid, Tokyo and Seoul with dedicated teams that possess local knowledge, experience and extensive networks in each market. Since inception, GreenOak has raised approximately $6 billion of equity to invest in targeted strategies and assets and acquired approximately $9bn of real estate assets globally. Sonny was previously the Global Co-Head of Morgan Stanley’s Real Estate Investing business and President of the Morgan Stanley Real Estate Funds until early 2009. At its peak, the MSREI platform had approximately $100 billion of AUM in 33 countries. From 1997 through 2006, Sonny and his team led the formation of Morgan Stanley’s property business in Asia and built the leading real estate platform in the region. Sonny was recently named by PERE as one of the 100 most influential people in private real estate from the past decade. Sonny is a graduate of Georgetown University with a degree in Business Administration and is a member of the Georgetown’s Board of Regents. He also serves on the board of several organizations including: The Spence School, Teaching Matters, The Starfish Foundation, Room to Read, AHRC New York City Foundation, Jorge Posada Foundation, and the Asia Society. He is a member of the Young Presidents Organization and an Adjunct Professor at Columbia University in the Master’s of Real Estate Program.

Sonny is married and resides in New York City with his wife and two children.

Cynthia Foster

Cynthia Foster

President, National Office Services

COLLIERS INTERNATIONAL NY LLC

Cynthia is President of National Office Brokerage for Colliers, the world’s third largest publicly traded (“CIGI” on NASDAQ) real estate services company. She leads the firm’s U.S. National Office Services platform and advises office tenants on strategic real estate matters. She takes a leadership role in managing and developing key client relationships throughout the U.S. on behalf of Colliers.

Cynthia has a long history of success in commercial real estate and has more than 25 years of experience. She has executed some of the world’s most notable real estate transactions, completing more than 9 million square feet of transactions and $12 billion in sales and restructurings. Prior to joining Colliers, she served on the Global Leadership Team and the Office of the President at Cushman & Wakefield (C&W). She joined C&W in 2001 with the firm's acquisition of Cushman Realty. Prior to that, she was part of Lazard’s real estate investment banking group.

Cynthia has industry specific leadership roles. She is on the President’s Council of the Real Estate Roundtable, and is Chairperson and member of the Board of Trustees for ULI, and was the 2012-2015 chairperson of its CRC Blue Council. In addition, she is on the Board of InPoint Commercial Real Estate Income, a private REIT.

In addition to her work in the commercial real estate industry, Cynthia is also active in philanthropic leadership. She is on the Board of Trustees, the Executive Committee and Chairperson of Planning 2025 for Hospital for Special Surgery (HSS), where her work led to being honored by the United Hospital Fund as Trustee of the Year in 2016 for leadership and service. She is on the Board of Trustees for the Museum of the City of New York, and has been honored by non-profits for her active philanthropy including the Hudson Valley Hospital, Campaign for the Westchester Children's Museum, and The Northside Center for Child Development.

Cynthia is recognized widely for her real estate industry achievements. In 2015 and 2008, Cynthia was named one of Real Estate Forum's "Most Influential Women in Real Estate." In addition, she has been honored as one of the “Top Women in Real Estate” by Sokol Media.

David Gilbert

David Gilbert

Chief Executive Officer & Chief Investment Officer

CLARION PARTNERS

David Gilbert is an equity owner and the Chief Executive and Investment Officer of Clarion Partners. He is a member of the Firm’s Executive Board and Operating Committee, as well as Chairman of the Investment Committee. David is also responsible for oversight of Clarion Partners’ Investment Research Group. He joined Clarion in 2007 and began working in the real estate industry in 1983. David is on the Board of Directors of the Pension Real Estate Association and on the Board of Trustees for the Urban Land Institute.

Meir Cohen

Meir Cohen

CEO

COHEN EQUITIES

Throughout his career Meir Cohen has proven himself to be exceptionally adept at identifying and capitalizing on opportunistic investments that focus on overlooked potential. Born in Israel, Mr. Cohen began his real estate career in New York City in 1984 with only a few hundred dollars. In his first few years Mr. Cohen completed over forty transactions and developed a complementary parking business throughout Greater New York City. In 1992, Mr. Cohen and his partner created C&K Properties, a real estate investment firm that has owned and operated over six million square feet of commercial property interests. Mr. Cohen founded Cohen Equities in the wake of the financial crisis as a new vehicle to focus on acquiring distressed real estate assets. Since its inception in 2011, Cohen Equities has acquired over fifty properties culminating in over four million square feet of office and retail assets throughout the United States. Under Mr. Cohen’s leadership, the firm continues to aggressively expand its national value-add platform.

Mr. Cohen lives in Manhattan with his wife and four children and is active in various philanthropic and civic causes.

Philip Clark

Philip Clark

Head of Property Investment

KAMES CAPITAL

Phil joined Kames Capital (part of AEGON Asset Management, one of the largest global financial services companies) in 2007 and established its property investment business. He is a member of the Kames Strategic Executive Committee and leads the Property Investment team for which he has overall responsibility for strategy, business and investment management. Phil also chairs the Kames Property Investment Committees and sits on Kames all asset investment committee. The Kames Property Investment business was voted Property Fund Manager of the year in 2017 by the UK Professional Pensions industry, having also won the award in 201

Known as one of the UK’s most experienced real estate investors, he has previously held the positions as the Chairman of the Education Strategy Group of the Investment Property Forum (the UK’s leading property industry body), before being appointed as the Chairman of the IPF Board, and was a Visiting Lecturer on the Masters Real Estate Programmes at City University. Phil also established what the United Nations describe as the world’s first sustainable property investment fund.

He is a current member of the Bank of England Commercial Property Forum and current Co-Chair of the Property Industry Alliance Debt Group, which represents the UK real estate industry on UK real estate debt matters. He is an advisory board member of both the City University Real Estate Advisory Board, and the Global Real Estate Sustainability Benchmarking body (GRESB) and a member of the Royal Institution of Chartered Surveyors Commercial Property Forum.

Phil is a Member of the Royal Institute of Chartered Surveyors, an FCA Authorised Person and has a Bsc from Surrey University and an MA from City University, Cass Business School.

Phil is a Trustee of the University of London, sits on its Board of Trustees, is Chair of its Estates Strategy Committee and also sits on its Investment committee.

Mark J. Gordon

Mark J. Gordon

Managing Partner

INTRINSIC HOTEL CAPITAL

Mark has over 28 years of experience in the real estate industry and is widely regarded as an expert in the hotel industry. During his career, he has been involved in many aspects of the hospitality business including development, acquisitions, renovation, operator selection, design, asset management, financing, sales, advisory and business management.

Mark recently created Intrinsic Hotel Capital, a value add investment platform designed to acquire existing hotels on a national basis that have in place cash flow but are under performing. The acquisition strategy is to enhance performance through a combination of operational and physical improvements and aggressive asset management.

Mark previously spent 6 years as Managing Partner of Tribeca Associates where he oversaw $1.5 billion of acquisitions and development in Manhattan. Some of his most notable projects include;

The Baccarat Hotel and Residences where the hotel was sold in 2015 for the highest price per key ever achieved in the United States at $2.1m per key and the residences are now 99% sold out.

The Marriott Residence Inn World Trade Center, an adaptive reuse of an office building into a 243 key hotel with 20,000 square feet of destination retail.The hotel was ultimately sold for the highest price/key ever achieved for a select service hotel in Lower Manhattan at $630,000 per key.

The Moxy Downtown Hotel, a mixed use 33-story hotel/retail tower which is currently under construction. Mark continues to oversee the development of this project.

Prior to his development focus, Mark enjoyed a 20 year career as one of the top advisors to the hotel industry and had the good fortune of working on many of the industries’ most complex projects, including working with Donald Trump on the adaptive reuse of NY’s Hotel Delmonico into a luxury residential tower now known as Trump Park Avenue, creating a joint venture between Loews Hotels and Universal Studios to develop five hotels on the grounds of the Universal Studios Resort in Orlando, recapitalizing Ian Schrager Hotels, the corporate restructuring of Denihan Hospitality, the landmark sales of the Essex House, Park Central Hotel, St Francis Hotel and billions of other landmark hotel sales, financings and advisory transactions throughout the country. Mark was Managing Partner and Head of the Hospitality Group of Sonnenblick-Goldman, a national real estate investment banking firm, from 1994 to 2010. In 2000, Mark became a partner in the firm and oversaw its management, growth and ultimate sale to Cushman & Wakefield in 2007, resulting in the creation of Cushman & Wakefield Sonnenblick-Goldman. Upon selling the company, Mark became Head of Cushman & Wakefield’s National Hospitality Practice.

From 1989 to 1994, Mark was a Vice President of Williams Real Estate and was responsible for office building management and leasing in New York.

Mark has won numerous awards for his accomplishments in the real estate industry including Crain’s “40 under 40”, Americas Lodging Investment Summits “Deal of the Year” and Commercial Property News “Stars to Watch” and is a frequent speaker at hotel and real estate industry events.

Mark holds a Master’s Degree in Real Estate Finance from New York University and a BS in Finance from Ithaca College.

Phillip Summers

Phillip Summers

Managing Director

LAZARD

Phillip Summers is a Managing Director in the Real Estate Investment Banking Group at Lazard. He specializes in mergers and acquisitions, independent director/ special committee assignments, restructuring transactions and other strategic advisory assignments across all major asset classes.

Since joining Lazard in June 2003, Phillip’s clients for strategic mandates have included many leading public and private real estate owners, companies and families, including: Starwood Hotels, Extended Stay, Simon Property Group, MSR Resorts/GIC, Eagle Hospitality, Sodexo, Pyramid, First Industrial, Accor, Cole Credit Property Trust III, Equity One, Urban Edge, Cedar Realty Trust, Bizzi & Partners, Goldman Sachs/Whitehall, Town & Country Trust, Orient Express/Belmond, Pfizer, Lazard Frères Real Estate Investors/InTown Suites and Canada Pension Plan/Trizec.

Phillip is a member of various industry organizations, including the Urban Land Institute and International Council of Shopping Centers, among others.

Princeton University, AB in Economics with a certificate in Political Economy

Tinchuck A. Ng

Tinchuck A. Ng

International Chair, Real Estate Board

COTTONWOOD MANAGEMENT

Tinchuck Ng, is a global citizen and International Chair of Cottonwood Management LLC, an asset management and development company, based in Los Angeles with offices in Los Angeles and Boston.

Born and raised in Hong Kong and educated at Harvard and MIT, Tinchuck has successfully managed over USD 1.7 billion of cross-border capital and completed over 100 real estate transactions totaling over USD 2.3 billion in the US, Germany, Sweden and China on behalf of investors from over eight jurisdictions globally to-date.

Together with the real estate team at Cottonwood Management, Tinchuck is currently leading over USD 1 billion in mixed-use developments including EchelonSeaport in the Boston Seaport, Fifth Avenue in Manhattan,plus the firm’s other real estate activities.

Tinchuck is an experienced panelist and moderator most recently presenting in February 2017 at the 92nd Street Y City of Tomorrow Real Estate, Architecture & Design Conference, Private Equity Real Estate Asia Summit in March 2017, and at the MIT World Forum International Real Estate Conference in May 2016. She is a regular speaker at PEI and PERE conferences and theDLAPiper Global Real Estate Summit.

Ben Djiounas

Ben Djiounas

Executive Director

J.P. MORGAN SECURITIES LLC

Ben Djiounas has been a member of J.P. Morgan’s Public Finance Infrastructure Group since 2004, working with infrastructure clients on financing and advisory assignments. Ongoing assignments range across infrastructure asset classes, including social infrastructure, water, surface transportation and aviation. Prior to joining J.P. Morgan, Mr. Djiounas was a M&A specialist in the transportation sector. Mr. Djiounas graduated from Babson College with honors and is a CFA charter holder.

Russell Flicker

Russell Flicker

Co-Founder & Managing Partner

AWH PARTNERS

Russell Flicker is Co-Founder and Managing Partner of AWH Partners. Mr. Flicker has experience working on complex transactions for some of the largest, most successful investors, operators and developers in the world. Prior to founding AWH Partners, Mr. Flicker served as Ian Schrager Company’s Chief Investment Officer. Prior to Ian Schrager Company, Mr. Flicker managed Blackstone Real Estate Advisors’ hospitality development, redevelopment and repositioning team. Before Blackstone, Mr. Flicker was an Executive Vice President at The Trump Organization where he oversaw the development team in all aspects of underwriting, acquisitions, finance, design and construction. Mr. Flicker received his JD from Duke University School of Law and his BA in Business Administration from Olin School of Business at Washington University of St. Louis.

Denise Shull

Denise Shull

Decision Coach & Performance Architect

THE RETHINK GROUP

Denise K. Shull MA, Decision Coach and Performance Architect, leverages her extensive research and training in psychological science to solve the challenges of mental mistakes, confidence crises and slumps in professional athletes and Wall Street money managers. Denise is known for her radical approach to emotion and her uncanny effectiveness in coaching, training and assessing for the X-factor of human performance.

A former trader and trading desk manager, Shull’s Wall Street career began in 1994 with traders from the Chicago Board Options Exchange. She traded equites at two of the early proprietary trading firms before running two equities desks. Switching to futures, Shull joined the Chicago Board of Trade and traded commodities for her family fund, Rossiter Capital. In 2004, she also began translating neuroeconomics -- the new science of the brain and risk -- into investing and trading profits at banks, hedge funds and proprietary trading firms.

Her 2012 book, Market Mind Games, has been described as the “best of its genre” and a “Rosetta Stone of trading psychology”. Five years after publication it continues to garner 5-star reviews on Amazon while Shull continues to apply the work to hedge funds in the equities, commodities and foreign-exchange spaces and has worked with a wide range of AUM levels. Heads of bank desks at Citi, DB and HSBC have also depended on Denise for wise counsel.

In 2015, she was invited by Andrew Ross Sorkin to consult on Showtime’s drama BILLIONS and in 2016, Bloomberg’s Tradebook delivered the trader brain exercise (TBX) game based on her work. Shull also signed her first Olympic athlete – Pro Snowboard Cross Racer Lindsey Jacobellis – in 2016 and began work with a professional golfer in 2017.

An engaging speaker, Shull has received rave reviews for her keynotes at MIT’s Sloan Fellows program, WBR’s Equities and Fixed Income Leaders’ Summits, LiquidNet, Battle of the Quants, 100 Women in Hedge Funds Behavioral Finance Series and many other conferences.
The WSJ, FT, Bloomberg Markets, New York Observer and New York Times’ Dealbook have each profiled Shull’s work. In 2017, Business Insider covered Denise’s work extensively and in the years prior, she was also covered in Fortune, The Guardian, Toronto’s Globe and Mail and Risk Professional magazine. CNBC’s Squawk Box has featured Shull in both the US and Asia. She has also appeared on NRR’s MarketPlace, Bloomberg TV, Cavuto, PBS, The Discovery Channel and CNBC’s Halftime Report.

Shull graduated from Harvard Kennedy’s executive program in “Investment Decisions and Behavioral Finance” in 2009. She also holds a Master of Arts from The University of Chicago. Her thesis research, “The Neurobiology of the Theory of Freud’s Repetition Compulsion” was first published in 2003 in the Annals of Modern Psychoanalysis and was cited in 2013 as one of the first papers ever written in the emerging field of neuro-psychoanalysis. She had additional graduate-level training in modern psychoanalysis from The Mid-Manhattan Institute of Psychoanalysis and has been mentored by Dr. Charles Bershatsky, an exceptionally skilled and gifted psychoanalyst.

Shull resides in NYC but remains a lifelong fan of the Cleveland Browns and a relatively fast downhill skier.

John L. Habib

John L. Habib

Managing Partner

MENA BRIDGE ADVISORS LIMITED

Mr. Habib, a native New Yorker, is a commercial law and litigation attorney who has represented U.S., Middle Eastern and Asian corporate clients and entrepreneurs for almost 3 decades.

He is the founding Managing Partner of MENA Bridge Advisors Limited (MBA), a general practice legal consulting firm established in the United Arab Emirates in 2008. MBA specializes in counseling clients on U.S. and foreign laws, regulations and decrees impacting commercial transactions, litigation and arbitration matters. Mr. Habib also advises clients on market entry/market expansion strategic plans for the UAE, Gulf region and broader Middle East/North Africa (MENA) markets. Representative clients of MBA include Fortune 100 firms, private family-owned holding companies, joint venture SMEs, and IT accelerator programs with MENA regional offices.

In addition to practicing in private law firms throughout his career, Mr. Habib has held General Counsel and executive management positions in the U.S. and overseas, including the following:

  • General Counsel for manufacturing and distribution companies, supervising all U.S. and foreign legal and regulatory issues impacting business operations and real estate investments;
  • Business Unit President responsible for all domestic and international manufacturing, distribution, marketing, sales and acquisition and alliance initiatives; and,
  • Board of Directors member, Board Committee Chairman and Board Secretary for trade associations and governmental advisory agencies, including the AmCham Abu Dhabi, Abu Dhabi Council for Economic Development, AmCham MENA, U.S. Chamber of Commerce International Policy Committee , and Gulf Bond and Sukuk Association.

Mr. Habib has been admitted to practice law in New York, the District of Columbia, Maryland and Arizona. He obtained his law degree from Emory University School of Law, where he served as Editor-in-Chief of the Emory International Law Review, and his Bachelor's Degree in International Affairs and Political Science from Colgate University. He is married to Ms. Tanya Chuck-Habib, a UK-trained lawyer admitted to practice law in New York, and they divide their time between Manhattan and U.A.E. offices. (John.Habib@MENABridgeAdvisors.com)

 

David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

David Eyzenberg is President of Eyzenberg& Company, a NYC-based real estate investment bank with core competencies in arranging debt, preferred equity and mezzanine loans, and joint venture equity for existing, transitional and to-be-built projects. Additionally, Mr. Eyzenberg is a partner at Anika Equities, a private equity vehicle focused on the creation and acquisition of ground leases. Complementing his professional endeavors, Mr. Eyzenberg teaches graduate real estate finance studies in the New York University Schack Institute’s Masters of Science in Real Estate and NYU Stern MBA programs.

Mr. Eyzenberg previously was a principal and U.S. lead for the real estate capital raising practice of Avison Young. He co-founded and oversaw a group that during his tenure expanded throughout multiple offices and consummated well over $1B of financing transactions.

Prior to Avison Young Mr. Eyzenberg was a 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. Prior to running Prodigious Capital Group, Mr. Eyzenberg was associated with several boutique real estate investment banks. Mr. Eyzenberg began his real estate career on the buy side working for Merrill Lynch, Ramius Capital Group and Greenstreet Partners.

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 and also sits on the department's advisory committee. Mr. Eyzenberg is an active member of ULI, ICSC, RELA and MBA, and is a frequent speaker at industry events.

Paul Homsy

Paul Homsy

Partner

EATON & VAN WINKLE LLP

Paul Homsy has more than 30 years of experience in the Middle East (in the Arabian Gulf countries in particular) and additional experience in cross-border transactions.

Mr. Homsy practiced law in Riyadh, Saudi Arabia for five years as the managing partner of Sidley & Austin’s former office there. He has advised on billions of dollars of transactions involving acquisitions, joint ventures, technology transfer agreements, and conventional and Sharia compliant financings.

He also has a wealth of practical business experience and relationships among the sovereign wealth funds, ultra high net worth investors, banks, and investment companies of the Arabian Gulf to assist clients in developing and growing their businesses in that region.

Kenneth Weissenberg

Kenneth Weissenberg

Partner

EISNERAMPER LLP

Kenneth Weissenberg is a Tax Partner and Partner-in-Charge of the Real Estate Services Group. His extensive experience encompasses all aspects of the real estate industry, ranging from developing tax saving strategies for owning and operating property to structuring and negotiating complex sales, acquisitions, and financing transactions. Ken has been involved in over $50 billion of real estate transactions over the last 30 years.
Providing expert insight from both the legal and business perspectives, Ken consults with a variety of public and private REITs on tax planning and compliance issues ,including REIT formations, property contributions, and mergers and acquisitions. He serves a diverse client base that includes privately held and publicly traded real estate companies as well as prominent hotel and hospitality entities and world-renowned restaurants. Ken has also served as an expert witness and arbitrator in a number of complex litigations involving real estate issues. He represents the owners of some of the most well-known properties in New York City.

For more than 20 years, Ken has also been a leader in developing tax and advisory services for same-sex couples and families. He serves as the National Leader of the LGBT and Alternative Family Services Group. He assists with tax issues facing high net worth individuals, trust and estate planning and the impact of tax laws effecting both LGBT couples and the businesses where they work.

Additionally, Ken is a frequent writer and speaker on topics for various professional groups and news organizations.

Harry Dublinsky

Harry Dublinsky

Managing Director

EISNERAMPER LLP

Harry Dublinsky is a Managing Director in the Real Estate and Construction Services Group with over two decades in business advisory and accounting. Harry has been extensively involved in many high-profile and complex transactions; advising clients, providing due diligence, and crafting creative solutions for transactions ranging from the launch of start-up companies to a $6 billion REIT transaction.

Harry has advised and provided assurance services to many leading enterprises including real estate organizations, technology firms, and startup companies.

As an avid networker, Harry has developed strong, working relationships with key industry leaders, public officials, global companies, investment banks, entrepreneurs, family offices, and high net worth individuals, often bringing together his client base at private forums to present new investment opportunities.

Harry routinely gathers the brightest business minds to participate at various business events, ranging from intimate roundtables to co-founding the marquee EisnerAmper Real Estate Private Equity Summit which draws more than 500 attendees.

In recognition of his achievements, Harry was elected to The Counselors of Real Estate (CRE), an exclusive nationwide organization of real estate advisors. He is a past chairman of the Real Estate Committee of The New York State Society of CPAs. Over the course of his career, Harry spent six years at Big 4 firms and more than seven years in private industry.

Nelson F. Migdal

Nelson F. Migdal

Shareholder

GREENBERG TRAURIG

Nelson F. Migdal is Co-Chair of the Hospitality Practice. He focuses his practice on the acquisition and disposition of hotels, hotel operations and management, franchising, licensing and branding, development and finance, large mixed-use projects, hotel management agreements, licensing agreements, commercial real estate acquisition and sale, and commercial leasing.

He has prepared and reviewed management and franchise agreements, purchase and sale agreements, multiple building covenants, and other documents related to the acquisition, financing, development, leasing, management and disposition of hotels, resorts and other real and personal property.

Concentrations

  • Hospitality and resorts
  • Hotel management and operations
  • Real estate acquisition, development and leasing
Charles Weinstein

Charles Weinstein

Chief Executive Officer

EISNERAMPER LLP

Charles Weinstein is the Chief Executive Officer of EisnerAmper LLP and a member of the firm’s Executive Committee. With over 35 years of experience in the field of public accounting, Charly has held leadership positions throughout his entire career. Prior to the formation of EisnerAmper LLP, Charly was Managing Partner of Eisner LLP. The combination of Eisner LLP and Amper, Politziner & Mattia, which Charly oversaw, was recognized as “Deal of the Year” by the Association for Corporate Growth. Charly directed the merger of San Francisco-based accounting firm Harb, Levy & Weiland into EisnerAmper and has been instrumental in leading both merger-related and organic growth ever since.

In addition to his leadership position at EisnerAmper, Charly holds a number of corporate, industry and charitable positions. He helped to found and form EisnerAmper Global, an international network of independent member firms created to address the specialized needs of the financial services industry. Charly is an active member of the American Institute of Certified Public Accountants (AICPA), where he served on the Board of Directors and was Chair of the Major Firms Group. He is past-chairman of its Professional Liability Insurance Program and served on the Nominating Committee. He is an active member of the New York State Society of Certified Public Accountants (NYSSCPA). For what is now the 6th year in a row, Charly has been selected for the National Association of Corporate Directors’ “NACD Directorship 100,” a grouping of the most influential people in corporate governance and the boardroom. Charly was previously named Accountant of the Year by the Association for Corporate Growth.

Charly serves on the Boards of Directors of the Legal Aid Society of New York City, where he is Chair of the Audit Committee and The Partnership for New York City. He is the author of Establishing a Financial Framework For Your Company, is a frequent speaker before professional audiences and has lectured at universities on the topic of ethics in public accounting. He served on the faculty for The Learning Annex, where he taught a course on accounting.

Charly is a cum laude graduate of the State University of New York at Binghamton, where he received his B.S. in Accounting.

Christopher Loiacono

Christopher Loiacono

Partner

EISNERAMPER LLP

Christopher Loiacono is the Managing Partner of Services, responsible for the growth and quality of the firm’s service offerings. He is also a Tax Partner and a leader in the Tax Services Group. Chris is experienced in working with publicly and privately held clients, including family groups and high net-worth individuals.

Chris provides tax planning for companies and senior management in many industries, including manufacturing and distribution, software and technology, retail, financial services, media and entertainment, and service businesses. He also serves LBO funds, venture capital funds, hedge funds, securities broker-dealers, and investment advisors.

Chris is a frequent guest on television business programs and has been quoted in many top business media outlets. He has been with the firm for more than 20 years.

Peter M. Baumgaertner

Peter M. Baumgaertner

Partner

PILLSBURY WINTHROP SHAW PITTMAN LLP

Peter Baumgaertner, Pillsbury's New York Corporate team leader and head of the Latin America practice, handles multibillion-dollar matters for clients worldwide. Recognized by Latinvex among "Latin America's Top 100 Lawyers," Peter has spearheaded precedent-setting capital markets, project financing, restructuring, public-private partnership and lending transactions for a global clientele. He represents and counsels U.S. and international governmental units, equity sponsors, corporate borrowers, public utilities, institutional investors, investment bankers, credit enhancement providers, lenders, administrative agents and indenture trustees. Before joining Pillsbury, Peter was a partner at Dewey & LeBoeuf LLP in New York and was the resident U.S. partner in Dewey & LeBoeuf's Johannesburg, South Africa, office from 2008 – 2009.

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. 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.

Andrew G. Scandalios

Andrew G. Scandalios

Senior Managing Director

HFF LP

Mr. Scandalios is a Senior Managing Director and Co-Head of the New York office of HFF with 27 years of experience in the real estate investment banking business as a manager, advisor and transactional agent. Mr. Scandalios is primarily responsible for institutional-grade transactions in the Northeast.

Mr. Scandalios has been involved in real estate asset sales for major corporate, institutional and entrepreneurial owners totaling more than $22 billion. He has extensive experience transacting on all property types. Prior to joining HFF, Mr. Scandalios was a Senior Vice President at Rockwood Realty and an acquisition/dispositions officer at UBS Realty Advisors.

Jeffrey Berman

Jeffrey Berman

Managing Director

BLACKROCK

Jeffrey Berman, CFA, Managing Director, leads illiquid strategy development for BlackRock Alternative Specialists (BAS) in the US and Canada which includes BlackRock's real assets, private equity, and opportunistic platforms. BlackRock Alternative Specialists is focused on building and delivering the firm's global alternative investment platform to clients including public and private pension plans, insurance companies, foundations, endowments and industry consultants.

Mr. Berman has spent 11+ years at BlackRock including in the Financial Institutions Group. Mr. Berman was a director in business development and investor relations at Ahab Capital Management, Inc., a specialty credit investment firm and vice president in the client group at Drake Management, LLC, a global macro investment firm.
Mr. Berman earned a Bachelor of Business Administration degree, with high distinction, from the Stephen M. Ross School of Business at the University of Michigan and a Juris Doctor degree, magna cum laude, from Brooklyn Law School, where he was a Prince Scholar.

Sally Michael

Sally Michael

Partner

SAUL EWING ARNSTEIN & LEHR LLP

Sally Michael is the Managing Partner of the Boston Office of Saul Ewing Arnstein & Lehr LLP, and she is a member of the Real Estate Department. Sally has extensive experience representing owners and developers of real property on acquisitions, dispositions, financings, development, and leasing of all classes of commercial property. Sally also represents borrowers and lenders on restructurings and workouts of distressed debt. Sally is the lead counsel on many portfolio transactions and multi-state matters. In addition, she has significant experience in recapitalizations and joint venture equity transactions. Sally’ s practice is national in scope with a particular focus on the Northeast. Sally is a graduate of Suffolk University Law School and Brandeis University. She serves on the Board of Trustees and is a member of the Endowment Investment Committee for The Boston Home, which is a long term care facility located in Dorchester, Massachusetts.

Jeffrey Moerdler

Jeffrey Moerdler

Member

MINTZ, LEVIN, COHN, FERRIS, GLOVSKY AND POPEO, P.C.

Jeff is the head of the Real Estate and Communications practices in New York. With experience including almost 30 years as a general commercial real estate attorney, he has worked with many large national companies — particularly in the high-tech, telecommunications, financial services, health care, supermarket, and oil and gas sectors — as well as numerous smaller local clients.

His real estate practice is both national and local and includes representation of landlords and tenants in all types of leases; counseling owners and developers in the acquisition, sale, development, and renovation of property; advising lenders and borrowers in commercial loans; and the representation of all parties in real
estate litigation. He is actively involved in settling real estate, partnership and inter-family disputes.

During the past 30 years, he has developed a unique specialty practice in the intersection of real estate with communications, technology, and energy issues. He has extensive experience representing landlords, tenants, and communications service providers in the leasing, purchase, sale, and financing of data centers, switch facilities, colocation facilities, radio and television broadcast antennas, distributed and in-building antenna systems, rooftop antennas, and fiber-optic transactions as well as the wiring of buildings for broadband communications access. Jeff has also negotiated thousands of data center leases, master services agreements and colocation agreements, rooftop and cellular antenna leases, inside wiring agreements, and antenna tower leases throughout the country — covering over 500 million square feet.

He has also devoted a considerable portion of his practice to power and energy issues related to real estate and other technology matters, including large solar and wind installations and bulk power purchases. Jeff is also a member of the firm's Not for Profit Practice, Sports Law Practice and Israel Practice.

Jeff counsels developers, regional centers, senior lenders, and institutions on the strategic use of EB-5 capital in large-scale real estate transactions. Jeff has served as counsel to several EB-5 issuers and regional centers, with a specific focus on the real estate law aspects of transactions. Jeff also advises clients in the EB-5 space on all aspects of deploying capital into projects and has experience as well in negotiating intercreditor agreements on behalf of senior lenders and EB-5 regional centers.

A frequent speaker on real estate, data center and telecom topics around the country, Jeff has also written a column called Leasing on the Level, covering leasing topics in Real Estate Weekly. He is a member of the board of advisors and regular contributor to Commercial Lease Law Insider, Commercial Tenant’s Lease Insider, and Communications Environmental and Land Use Law Report. In addition, he frequently contributes to Mortgage and Real Estate Executives Report and is regularly quoted in the New York Times, the Wall Street Journal, Commercial Property News, Real Estate Weekly, and other publications.

In the past, he has served in numerous governmental positions, including as a Commissioner of the Port Authority of New York and New Jersey (including serving as the lead board member of many large public private partnerships and real estate transactions), a member of the New York State Banking Board, a member of the New York State Financial Control Board, a member of the Departmental Disciplinary Committee of the Appellate Division of the First Department of the New York State Supreme Court, Assistant to the First Deputy Mayor of the City of New York and assistant to the Deputy Borough President of the Borough of Manhattan. From 1981 to 1982, he served as a law clerk to the Honorable Charles L. Brieant, US District Judge, and later Chief Judge, for the Southern District of New York.

Jeff is also an emergency medical technician on his local volunteer ambulance and coordinator of his local chapter.

Lawrence Selevan

Lawrence Selevan

Chief Executive Officer

CHESTERFIELD FARING LTD.

Eleni D. Janis

Eleni D. Janis

Vice President, Partnerships and Business Development

NEW YORK CITY ECONOMIC DEVELOPMENT CORPORATION

Matthrew Strotton

Matthrew Strotton

Global Director, GRE Capital

QIC

Sondra Wenger

Sondra Wenger

Managing Director, Investments

CIM

Joel Breitkopf

Joel Breitkopf

Principal

ALCHEMY PROPERTIES

Jason  M. Ellis

Jason M. Ellis

Senior Company Counsel

STAPLES, INC.

Jason M. Ellis has practiced real estate and corporate law for over 15 years and currently serves as Senior Company Counsel forStaples, Inc. At Staples, Jasonoversees the legal support for Staples’ M&A activity, and its real estate, environmental, construction and facilities departments. Most recently Jason has focused on the divestitures of Staples’ foreign operations as well as the transaction to take Staples private. Prior to Staples, Jasonconcentrated on the financing, due diligence, and structuring of real estate transactions for institutional real estate owners and operators. Jason earned a B.A. degree from Bates College in Lewiston, ME, and a law degree from Suffolk University Law School. Jasoncurrently resides in Wellesley, Massachusetts.

Sponsors

Media Partners

RE Alert

Real Estate Alert guarantees your edge in the commercial-property market by tipping you off to wheelings and dealings you’re not supposed to know about. Every week, the newsletter gives you an inside look at the secret moves of key dealmakers -- and helps you spot new risks and opportunities. See for yourself by signing up for a three-week FREE trial subscription to Real Estate Alert. To start your no-risk trial, call 201-659-1700 or visit www.REAlert.com.

BarclayHedge

BarclayHedge is a leading independent, research based provider of information services to the alternative investment industry. Founded in 1985, no other firm has been in the alternative investment database business for as long as we have. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 33,500+ alternative investment vehicles. BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third party analysis packages. Barclay’s 17 hedge fund indices, 8 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.

Financial Poise

Financial Poise provides unbiased news, continuing education, and intelligence to private business owners, executives, investors, and their trusted advisors. To learn more about Financial Poise, please visit www.financialpoise.com.

Wealth Adviser

Wealthadviser offers investment fund  news and information, research and fund data for wealth advisers and private banks working in the advisory industry around the world.  Wealthadviser offers a daily newsletter service and a full web site with fund data designed to help wealth advisers. For more information, please visit www.wealthadviser.co.

ETF Express

ETF Express is the ETF’s industry’s  leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles.  ETF Express produces a free daily newsletter covering essential news and features within the exchange traded funds industry and a series of special reports. Click here to access www.etfexpress.com

Property Funds World

Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews.  Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series.  Click here to access  www.propertyfundsworld.com

Private Equity Wire

Private Equity Wire  is the private equity industry’s  leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles.  Private Eq uity WIre produces a free daily newsletter covering essential news and features within the private equity industry and a series of special reports. Click here to access  www.privateequitywire.co.uk.

Hedge Connection

Hedge Connection has been helping managers and investors through web-based research, events and advisory work since 2005. Hedge Connection is the first and only internet- based platform that offers hedge funds direct access to a membership of opt-in qualified active hedge fund allocators. Investor members join for free and gain access to detailed information on hedge fund members. All members receive invitations to member`s only events and partner discounts. Learn more and Join the Club at www.hedgeconnection.com

Hedgeweek

Hedgeweek is the hedge fund industry’s leading portal on news and topical features including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews.  Hedgeweek produces a free weekly and a daily newsletter covering essential news and features within the Hedge Fund industry.  Click here to access  www.hedgeweek.com.

REIDIN.com

REIDIN is the leading real estate information company focusing on emerging markets. REIDIN helps real estate professionals access hard to get real estate data and information in a timely and cost effective basis by providing them intelligent and user-friendly information solutions. REIDIN Data & Research and Technology Teams together with a global network of Information Partners endeavors to provide high-end real estate analysis and research support. Among REIDIN’s clients are Real Estate Developer, Banks, Mortgage and Insurance Companies, Agents/Brokers, Appraisal Firms, Consultancies and Government Agencies. More information available at: www.reidin.com.

Preqin

Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 250 staff based in New York, London, Singapore, San Francisco and Hong Kong serving over 12,500 customers in 94 countries. 

Preqin has the most comprehensive and extensive information available on the private equity, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms. Leading alternative assets professionals from around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press. More information available at: www.preqin.com

MediaShares

MediaShares and its subsidiary, QwikShares, offer innovative CrowdFinance solutions for raising capital on the Internet. Recent SEC rules make it possible for early-stage companies to get the capital they need from their fans, customers and affinity groups using both Regulation D, 506C, and Regulation A+. MediaShares assists our client companies in marketing their offerings online and introducing them to a syndicate of FINRA brokers, helping them to get the capital they need to grow. For more information, please visit www.mediashares.com.

Family Office Networks

Family Office Networks is a unique collection of different Family Offices located throughout the world that is able to bring the financial industry and financial professionals to various single family and multi-family office locations. We are able to offer a diverse list of financial management services to millions of wealthy individuals and their families. For more information, please visit www.familyofficenetworks.com.

Albourne Village

Albourne Village is a free and independent website for the alternative investment industry, with over 100,000 users. This virtual community features a pub and library where residents exchange news, views and IP, a job centre, conference centre, business centre, and school. The Village is also home to a vast number of established industry contacts.

National Real Estate Investor

National Real Estate is the leading authority on trends in the commercial real estate market. We provide top-level executives within-depth research on topics that pertain to all industry sectors. Our award-winning staff is committed to providing content that helps commercial real estate professionals perform their jobs more efficiently. More information available at: www.nreionline.com.

Lotte New York Palace Lotte New York Palace

Lotte New York Palace

455 Madison Avenue at 50th Street

New York, NY

 

212.888.7000

https://www.lottenypalace.com/

 

We are pleased to be hosting the upcoming Summit at the Palace Hotel in New York. Lotte New York Palace, an iconic New York City property, is a historic Madison Avenue gem and now Midtown’s premier modern hotel. 

 

Guests are welcome to secure accommodations at the Palace Hotel under iGlobal Forum’s sleeping room block.  To book a reservation, visit our online link or contact Lauren Viola at lauren@iglobalforum.com for assistance. Please note that the deadline for all reservations is September 7th, 2017.

  • Register by
    Conference Only
    Individual Workshop
    Full Conference & Workshop Pass
    One-on-One Networking Pass
  • August 15, 2017
    $999
    $249
    $1,895
    $199
  • September 1, 2017
    $1,199
    $299
    $1,995
    $199
  • September 15, 2017
    $1,299
    $349
    $2,295
    $199
  • September 28, 2017
    $1,399
    $399
    $2,495
    $199

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