About The Conference:

iGlobal Forum and EisnerAmper are pleased to present the Global Leaders in Real Estate Summit: West to be held on April 26, 2018 in San Francisco. The Summit will provide deal-sourcing and thought leadership on a global scale in an exclusive upscale setting connecting 200+ of the 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 and panel discussions in an invitation-only setting.

Global Leaders in Real Estate Summit: West

Key topics that will be covered:

  • How will the new tax bill affect real estate investors?  
  • What opportunities will a massive, federal government infrastructure bill bring?
  • As baby boomers look to move into retirement homes, where are the millenials moving?
  • How high can real estate pricing in Silicon Valley go?
  • Has Asian investment in the U.S. real estate market seen a peak, or is it only just getting started?
  • Where will the next round of real estate financing come from? Who are the new key players?
  • What are the latest trends in the mixed-use, office and hospitality sectors?
  • How are WeWork, Amazon and the growth of tech companies affecting the future of the real estate markets?

Network with leading:

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

Speakers

Keynote Speaker

Senator Scott Wiener

Senator Scott Wiener

District 11

CALIFORNIA STATE SENATE

 

Elected in November 2016, Senator Scott Wiener represents District 11 in the California State Senate. District 11 includes all of San Francisco, Broadmoor, Colma, and Daly City, as well as portions of South San Francisco.

In the Senate, Senator Wiener works hard to make housing more affordable by confronting California’s severe housing shortage;to invest in our transportation systems, including improving and expanding our public transportation systems; to increase access to healthcare, including reproductive healthcare; to support working families, including expanding paid family leave, childcare, and quality public education; to support California's nightlife culture and economy; to meaningfully address climate change and the impacts of drought by expanding clean energy and modernizing our water system; to reform the criminal justice system and reduce gun violence; to reduce California’s alarmingly high poverty rate; and to safeguard and expand the rights of all communities, including immigrants and the LGBT community.
During his first year in the Senate, Senator Wiener passed 11 bills that were signed into law, including a landmark bill to streamline housing approvals in cities not meeting their housing goals. The bill, Senate Bill 35, was central to a broad housing package that will make it easier to build housing and generate billions in new funding for affordable housing.

Senator Wiener serves as Chair of the Senate Human Services Committee, where he is working to expand California’s social safety net, including leading an effort to stem California’s high rates of food insecurity and youth homelessness. He also serves on the Transportation and Housing Committee, the Energy, Utilities and Communications Committee, the Appropriations Committee, and the Public Safety Committee.

Before his election to the Senate, Senator Wiener served as a member of the San Francisco Board of Supervisors, where he authored a number of first-in-the-nation laws, including mandating fully paid parental leave for working parents, requiring water recycling and solar power in new developments, and banning public spending in states with anti-LGBT hate laws. A regular transit rider, Senator Wiener authored and passed a ballot measure to tie public transportation fundingand pedestrian/bike improvements to population growth, resulting in a significant fundingincrease for San Francisco’s light-rail and bus systems as well as its bike network. His work on housing included legislation to streamline the approval of affordable housing, allow for the construction of new in-law units, and increase protections for tenants.

Senator Wiener has represented San Francisco on a number of regional bodies including the Metropolitan Transportation Commission, the Golden Gate Bridge, Highway and Transportation District, and the San Francisco Bay Restoration Authority. He served as Chair of the San Francisco County Transportation Authority.
Before being elected to the Board of Supervisors, Senator Wiener served as a Deputy City Attorney in the San Francisco City Attorney's Office, where he represented San Francisco in court (ranging from trial courts to the United States Supreme Court) and supervised a team of trial attorneys. He served as Chairman of the San Francisco Democratic Party. A leader in San Francisco’s LGBT community, Senator Wiener co-chaired the Alice B. Toklas LGBT Democratic Club, BALIF (the Bay Area’s LGBT bar association), and the San Francisco LGBT Community Center, as well as serving on the national board of directors of the Human Rights Campaign.
Wiener received a bachelor’s degree from Duke University and a law degree from Harvard Law School. He spent a year in Chile on a Fulbright Scholarship doing historical research. Wiener has lived in San Francisco’s Castro neighborhood for over 20 years.

 

Clair Brown

Clair Brown

Professor of Economics

UNIVERSITY OF CALIFORNIA, BERKELEY

Dr. Clair Brown is Professor of Economics and Director of the Center for Work, Technology, and Society at the University of California, Berkeley. Prof Brown is a past Director of the Institute of Industrial Relations (IRLE) at UCB. Clair has published research on many aspects of how economies function, including high-tech industries, development engineering, the standard of living, wage determination, poverty, and unemployment. Her books include American Standards of Living, 1919-1988, and Chips and Change: How crisis reshapes the semiconductor industry. Clair’s contributions to the field of Labor Economics were recognized by the Labor and Employment Relations Association, who awarded her their Lifetime Achievement Award in 2010. Clair’s economic approach and life as an economist is published in Eminent Economists II – Their Life and Work Philosophies (Cambridge University Press, 2013).

In 2013 at UC Berkeley, Clair helped create a new program called Development Engineering, for graduate students in engineering and economics to develop their multidisciplinary skills for designing, building, and evaluating new technologies to help developing regions.

In 2011, Clair began teaching an undergraduate seminar on Buddhist Economics at UC Berkeley. Buddhist economics integrates global sustainability and shared prosperity to provide a holistic model of economic behavior and well-being. Her book Buddhist Economics: An enlightened approach to the dismal science (Bloomsbury Press, 2017) grew out of the course. One aspect of this work is the development of a measure of economic performance based on the quality of life, and to estimate it for state of California. This index integrates measurements of inequality and environmental degradation as well as value of nonmarket activities and consumption to provide an inclusive measurement of sustainable economic performance to guide policy.

You can listen to Clair’s presentation to the Commonwealth Club on Creating Quality of Life in a Sustainable Global Economy, May 12, 2016: http://www.commonwealthclub.org/events/archive/podcast/creating-quality-life-sustainable-global-economy
Book trailer (2 min): https://youtu.be/88RX5A2iezs
Blogs, podcasts, reviews at http://buddhisteconomics.net/

Kenneth McCarthy

Kenneth McCarthy

Principal Economist

CUSHMAN & WAKEFIELD

Ken McCarthy has been with Cushman & Wakefield since August 2006. As Principal Economist, he works with the Chief Economist on C&W’s U.S. economic position and presents it to the public. As the Applied Research Lead, Ken is responsible for preparing cutting edge research about the outlook for commercial real estate in the Americas.

Before becoming Principal Economist with Cushman & Wakefield, Ken served as Chief Economist of The Center for Innovative Entrepreneurship. Prior to this role he was the Chief Economist for vFinance, Inc. where he oversaw all of the company’s economic analysis and research. He’s headed the Economic Intelligence Company (EIC) that provided economic analysis and advice to Fortune 500 firms and also served as Vice President of Rinfret Associates, Inc. for 14 years.

Richard T.G. Price

Richard T.G. Price

CEO - Asia Pacific

CBRE GLOBAL INVESTORS

Richard Price is Chief Executive Officer – Asia Pacific of CBRE Global Investors and is responsible for the Firm’s business activities in the region, encompassing over $6.5 billion of investments on behalf of the firm’s Global, Institutional Investor clients. Mr. Price chairs the Asia Pacific Regional Management Board and Investment Committee. He is also a member of the Firm’s Global Executive Committee and Global Investment Committee. In his role Mr. Price is responsible for the management and growth of the firm’s relationships with institutional investors in the Asia Pacific region.

Mr. Price joined ING Real Estate Investment Management (acquired by CBRE in 2011) in 1996 and was appointed to his current role in July 2008 having spent the previous four years as a Managing Director of ING Clarion, based in New York. He began his real estate career in 1993 and has lived and worked in Asia, Europe and the United States. Mr. Price serves as a Trustee, Foundation Governor and member of the Global Board of the Urban Land Institute as well as a member of the ULI Asia Pacific Executive Committee. He is a member of the Executive Board of ANREV and past Board Member of AFIRE.
Mr. Price is a member of the Board of Wonder Work, a New York based charity dedicated to providing life changing surgeries to disadvantaged children around the world and a Non-Executive Director of Chaoray, a Hong Kong based China data center investment and operating business.

Mr. Price earned a Joint Honors degree from the University of Leeds in the UK and speaks fluent Mandarin Chinese.

Yat-Pang Au

Yat-Pang Au

CEO & Founder

VERITAS INVESTMENTS

A San Francisco Bay Area native with nearly two decades of real estate investment and management experience, Mr. Au has led Veritas Investments since founding the company in 2007. He is responsible for the operations of the company and its subsidiaries. Prior to founding Veritas, he was CEO of AEC Alarms and held executive positions at several technology firms.

Christopher Flick

Christopher Flick

Executive Vice President, Portfolio Manager

PIMCO

Mr. Flick is an executive vice president in the portfolio management group in the Newport Beach office, focusing on commercial real estate investments. Prior to joining PIMCO in 2011, he structured real estate transactions throughout the U.S. as a vice president for acquisitions/originations and portfolio management at Lowe Enterprises. Christopher holds an MBA and an undergraduate degree from the University of California, Berkeley.

Jim Ratner

Jim Ratner

Managing Director

STOCKBRIDGE REAL ESTATE FUNDS

Jim Ratner focuses on acquisitions, portfolio management and firm administration. Mr. Ratner has 21 years of real estate industry experience. From 2003 to 2005, he was Senior Vice President (later Executive Vice President) and Chief Financial Officer at American Financial Realty Trust, a publicly-traded REIT focused on properties leased to banks and other financial institutions. From 1991 through 2003, Mr. Ratner served in various positions at PaineWebber and its predecessor, including as a Managing Director in PaineWebber’s Real Estate Investment Banking Group. In this role, he was instrumental in the formation of Stockbridge’s first commingled opportunity fund. Mr. Ratner has a B.A. and a B.S.E. from the University of Pennsylvania’s College of Arts and Sciences and Wharton School, respectively, and a J.D. and M.B.A. from the University of Michigan. He is registered as a non-practicing attorney in the State of New York.

David Madrid

David Madrid

Principal

HIGHMORE

David Madrid is a Principal at Highmore, where he focuses on the firm’s real estate activities. He is primarily responsible for developing relationships with real estate operators, structuring investments and overseeing the management of the firm’s real estate strategies.

Prior to joining Highmore, David was the Founder and Managing Director of Madrid Group, a real estate investment firm that worked with family offices and ultra-high net worth individuals pursuing opportunistic investment strategies to build a long-term portfolio of high-quality, generational real estate assets. He focused on investments across the entire risk-adjusted return spectrum in multiple product types and geographies where reposition, development, and renovation created value over the investment term.

David has participated in over $1 billion of real estate opportunities comprising more than 3 million square feet. David has been a frequent industry panelist and has spoken at institutional real estate, family office, private wealth and private equity executive conferences. In addition, David serves as an advisor for a privately held company that provides global corporate workplace and real estate solutions to some of the largest corporations in the world.

Earlier in his career, David worked for mid-cap companies launching real estate focused business units to drive top-line and bottom-line results, increase brand goodwill and expand market share. Prior thereto, he practiced architecture with several award-winning firms.

David earned an M.Arch from the University of Pennsylvania with a Certificate in Real Estate Design and Development and a B.S. in Architecture from the University of Nevada Las Vegas.

 

Tim Albinson

Tim Albinson

Co-founder & Managing Partner

EMERGENT CAPITAL PARTNERS

Justin Guichard

Justin Guichard

Managing Director

OAKTREE CAPITAL

Mr. Guichard is a managing director at Oaktree, which he joined in 2007. Mr. Guichard focuses on real estate-related transactions across the capital structure, and co-leads the Structured Finance team. His responsibilities include investing capital out of Oaktree’s Real Estate Debt, Real Estate Opportunities and Global Credit Strategies. Prior to Oaktree, Mr. Guichard worked for Barrow Street Capital which, he joined in 2005. Mr. Guichard began his career in Merrill Lynch & Co.’s Real Estate Investment Banking group. Mr. Guichard received a B.A. degree from University of California, Los Angeles, where he was an Alumni Scholar, and an M.B.A. from MIT’s Sloan School of Management.

Ash Baraghoush

Ash Baraghoush

Director Acquisitions

HANOVER FINANCIAL

Mr. Baraghoush serves as a Director Acquisitions at Hanover Financial, LLC. He is responsible for identifying and evaluating joint venture equity opportunities for value-add and development multifamily projects. Mr. Baraghoush previously spent four years with Ares Management originating and structuring senior mortgages, mezzanine, preferred equity and common equity for multifamily real estate transactions. Prior to Ares, Mr. Baraghoush worked at QVT Mount Auburn Capital and at Hanover Financial Company. Mr. Baraghoush began his career at Bank of America in its Global Corporate Investment Banking division.
Mr. Baraghoush holds a Bachelor of Arts in Economics, with a minor in Accounting, from UCLA.

Sean Burton

Sean Burton

CEO

CITYVIEW

Sean Burton has over 15 years of experience in real estate and equity investments and has been with CityView since 2003. Burton manages CityView’s platform and operations and chairs the investment committees for CityView’s two Blackstone funds and its Los Angeles Urban Fund. Prior to joining CityView, Burton was vice president of corporate business development and strategy at Warner Bros. Before that, Burton was an attorney in the real estate and corporate groups of O’Melveny & Myers, LLP and served in the White House during the Clinton Administration. He is a graduate of University of California, Irvine and New York University School of Law.

Jay Weinstein

Jay Weinstein

Managing Partner, Markets & Segments

EISNERAMPER

Jay Weinstein is the Managing Partner of Markets and Segments with responsibility for executing business strategies for existing markets and segments, and identifying emerging opportunities. He is also Partner-in-Charge of the firm’s New Jersey office. With over 25 years of experience, Jay possesses significant expertise in the real estate and technology sectors, and in serving closely held businesses.

Previously, Jay was the Partner-in-Charge of the firm’s Philadelphia office. He maintains ties to the Philadelphia area, serving his long-time client base and staying involved in local organizations.

Jay is a member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants. He serves on the Board of Directors of the Newark Art Museum and the Free Library of Philadelphia Foundation. In addition, he is a member of the Board of Trustees of Albert Einstein Healthcare Network and is the Treasurer of Federation Housing, Inc. Jay serves on the Executive Committee of the Temple University Accounting Circle. He is a former Chairperson of the March for Babies for the Middlesex County, NJ chapter of the March of Dimes.

Dean Allara

Dean Allara

Vice Chairman

BRIDGE INVESTMENT GROUP

Dean Allara serves as Vice Chairman of Bridge Investment Group and head of the Capital Markets Group. He has 29 years of experience in the real estate investment process including analyzing, raising capital, acquiring, financing, developing, managing, improving and selling properties. Mr. Allara is responsible for capital raising, investment analysis, and investor relations. Allara is directly responsible for investing in over US$2 billion dollars in real estate assets. Property types include multifamily and single family residential, commercial, seniors housing, resort golf properties, hotel, and retail properties. Allara has been with Bridge Investment Group since March 2009, where he is involved in raising capital from high net worth individuals, family office and institutional partners in addition to responsibilities related to ownership, investment analysis, development, asset management, investor relations, and legal & tax issues. Allara is also responsible for real property development including permits and zoning, master planning, debt financing, insurance, construction management, home owners’ association management, marketing and residential sales. Previous experience includes a ten-year career with Trace Digital, a leading global supplier of software manufacturing equipment, where he rose from a Regional Sales Manager to President and CEO. Mr. Allara earned his Bachelor of Science degree in Business Administration from the St. Mary’s College in 1984, which included one year at Loyola University of Rome, Italy. He also earned his Master of Business Administration from Santa Clara University in 1986 with a semester at the Tokyo University studying Business Law.

Jeff Brown

Jeff Brown

Director

BLACKROCK REAL ASSETS

Jeff Brown, Director, is a member of the Investment Management team within BlackRock's Real Estate Equity Group. Mr. Brown is responsible for all aspects of the Firm's transaction activity throughout the Western United States including acquisitions and dispositions of investments on behalf of various accounts of the Firm.

Mr. Brown has 13 years of real estate experience and his service with the firm dates back to 2004, including his years with State Street Research (SSR) Realty, which merged with BlackRock in 2005. During his career, Mr. Brown has worked on the acquisition of 86 investments with a combined value of over $4.2 billion. He has worked on direct property acquisitions as well as joint ventures across office, retail, industrial, multi-family, and single family product types with core, value-add, and opportunistic investment strategies. In addition, he has closed 21 dispositions with a combined sale price of over $1.5 billion.

Mr. Brown is a member of the International Council of Shopping Centers. He earned a BS degree in business administration with an emphasis in finance from the University of Colorado, Boulder in 2004.

Matt Haley

Matt Haley

Executive Vice President

MILLER GLOBAL PROPERTIES

Matt is an Executive Vice President overseeing equity investments in the Mid-Atlantic and Texas markets for Miller Global’s discretionary fund series. Previously Matt was a Managing Principal at Pearlmark Real Estate Partners, with responsibility for equity investment and portfolio management activities. During his tenure at Pearlmark, Matt was involved in over $8 billion in real estate transactions across the U.S. Prior to joining Pearlmark, Matt held senior positions at LaSalle Partners, JMB Realty Corporation and KPMG Peat Marwick. Matt earned his BS from the University of Dayton and a MBA from the University of Chicago. He is a member of the Urban Land Institute (ULI) and National Association of Real Estate Investment Trusts (NAREIT).

Heinz Blennemann

Heinz Blennemann

Principal

BLENNEMANN FAMILY INVESTMENTS

As principal at his family office, Blennemann Family Investments, Heinz is a global investor in private equity, private debt, real estate, and technology, with a passion for networking with others. He serves on the Advisory Faculty at the Campden Institute for Private Investors (an educational family office network) and on the Emerging Manager Sub-Committee at the Institutional Limited Partners Association (a network of LP's in private equity). Heinz began his career in technology, building a technology team at Juniper Networks and teaching engineering at Stanford University as a consulting professor.

Sujan Patel

Sujan Patel

Managing Director and Co-Head of US Investment Management

COLONY NORTHSTAR

Mr. Patel is based in New York and is responsible for overseeing the sourcing, structuring and execution of Colony NorthStar’s opportunistic equity, debt and strategic investments across all asset types and geographies. Prior to the formation of Colony NorthStar in January 2017, Mr. Patel was Managing Director and Co-Head of
Investments at NorthStar Asset Management Group (NorthStar) where he was directly involved in or oversaw $21Bn+ of closed transactions. Prior to joining NorthStar in 2007, Mr. Patel was with Thayer Lodging Group, a lodging dedicated private equity firm, focusing on all aspects of sourcing, acquiring, financing and disposing of over $2Bn of hotel investments. Mr. Patel began his career at Morgan Stanley in their investment banking division based in New York. Mr. Patel received a BA in Engineering Sciences modified with Economics from Dartmouth College. He serves on the Advisory Board of the NYU Schack Institute of Real Estate and is a member of the Board of Advisors of the Graaskamp Center for Real Estate at the Wisconsin School of Business. Mr. Patel sits on the Major Decision Committee of Island Hospitality Management and on the Board of SteelWave, a San Francisco Bay Area-based full-service commercial real estate management and operating company. In addition, Mr. Patel is involved in several real estate industry organizations including being a Member of the ULI Global Exchange Council and is a frequent speaker at industry conferences and seminars. Mr. Patel was named by the Commercial Observer in March 2014 as a member of its “Power 100” list honoring top commercial real estate professionals.

Todd Hankin

Todd Hankin

Partner

EISNERAMPER

Todd S. Hankin is the Partner-in-Charge of the Audit and Assurance Practice in California. Todd sees clients challenged by today’s complex regulatory environment and accounting and financial reporting requirements. Drawing on more than 20 years of experience, his contribution to helping clients includes bringing a fresh perspective and creative approach to problem-solving that includes challenging assumptions and making timely observations and recommendations. Todd specializes in financial services, working closely with clients including hedge, private equity and real estate funds, registered investment advisors and commercial and consumer finance and leasing companies.


Throughout Todd’s career, he has benefited from strong mentors and role models and is passionate about helping to develop the next generation of leaders. He shares his knowledge and experiences within the firm and the industry through professional development programs and participation as a speaker, moderator and panelist at key conferences and events.

Prior to joining the firm, Todd implemented accounting policies for capital markets transactions involving unique derivatives structures at a major national bank. He began his career with the Financial Services Group of a large international accounting firm, where he focused on auditing banks and savings and loans.

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.

Louis A. Harrison

Louis A. Harrison

Partner

BELVERON PARTNERS

Mr. Harrison oversees sourcing opportunities, joint ventures, acquisitions, and directs marketing and communications. Louis is an integral part of Belveron’s transactional activities; from purchasing assets to fundraising over $300M of discretionary equity in the past three years.

Belveron Partners, LLC is a privately held real estate investment firm with a focus on preserving affordable and workforce housing across the United States. Founded in 2006 by Paul Odland, Belveron has invested in more than 250 properties in 32 states, representing more than 25,000 affordable homes. Our capital investments have provided meaningful liquidity to thousands of limited and general partners in concert with our preservationist goals. Our double-bottom-lined investment process has yielded positive results for our investors and communities we serve.

Michael Morris

Michael Morris

Director

EISNERAMPER LLP

Michael Morris is a Director of Business Development, specializing in accounting, tax, and consulting services across a broad range of industries including financial services, real estate, and family offices. Mike is a seasoned executive with more than 30 years of experience in investment and development strategies; markets and competitive trends analysis and planning; acquisition, divestiture and joint venture analysis and planning; domestic and international business negotiations; management leadership and mentoring; and relationship management and team building. He formerly served in leadership positions for a number of private equity and investment bank entities, as well as helping FedEx build its platform for 22 years.

 

Frank Liu

Frank Liu

Senior Director

CANYON PARTNERS REAL ESTATE LLC

Frank Liu, Senior Director of Canyon Partners Real Estate LLC, is responsible for originating, underwriting, structuring and executing debt and equity investments in the Northeast and Northwest regions. Mr. Liu joined Canyon in 2011 and has over 18 years of real estate experience in acquisitions, finance and asset management that span across a range of platforms and product types. Prior to joining Canyon, Mr. Liu was a Vice President at O&S Holdings, LLC, a privately held retail developer based in Los Angeles, where he was responsible for the company’s financing and restructuring activities. Mr. Liu has also previously held positions at Federal Realty Investment Trust, Lowe Enterprises and The JBG Companies. Mr. Liu is a graduate of Georgetown University (B.A. Economics and Government) and The Fuqua School of Business at Duke University (M.B.A.).

Robert Schweizer

Robert Schweizer

CIO

VIRTUS REAL ESTATE CAPITAL

Robert Schweizer, Chief Investment Officer, is responsible for leading the Virtus Acquisitions and Asset Management teams in overseeing underwriting, due diligence, closing and ultimately property level operations to assure fund objectives are met. Prior to joining Virtus, Mr. Schweizer served as Chief Executive Officer of MPC Properties, a joint venture between Bank of America/ Merrill Lynch and MPC Holdings, which became one of the largest real estate development companies in Southeastern Europe. From 1999 to September 2010, he worked at Merrill Lynch, where he became Director of the Global Principal Investments Group in London, England in 2002 and was head of all Merrill Lynch real estate investments in Central Europe, Spain and Scandinavia. He began his finance career in New York as an analyst at JP Morgan Chase Securities and then CIBC World Markets. Mr. Schweizer received a B.B.A. in Finance from Boston College, where he played on the university soccer team.

 

Albert Pura

Albert Pura

Senior Director – Investment Group

ARA | AMERICAN REALTY ADVISORS

Albert Pura is ARA’s Senior Director, Investment Group, responsible for sourcing new core and high yield investment opportunities in the San Francisco Bay Area and Pacific Northwest regions.

Mr. Pura has been an ARA team member for 11 years. In his former position as an Operational Portfolio Manager, Mr. Pura was involved with the development and implementation of the overall portfolio management strategy, including acquisition and disposition activity for ARA’s largest commingled fund. Prior to joining ARA, Mr. Pura was a Vice President of RREEF, where he co-managed a private REIT overseeing fund operations, as well as management of industrial assets in select markets in the Western United States. Before that, Mr. Pura was a Market Research Analyst for Julien J. Studley.

Mr. Pura has over 20 years of real estate experience and earned a B.A. degree from the University of California, San Diego.

Clark B. Briner

Clark B. Briner

Founder & Principal

REVERE CAPITAL

Clark B. Briner is the Founder and the Principal of Revere Capital. Mr. Briner started his real estate career in 1997 when he made his first multifamily real estate investment. He then joined MacFarlan Capital Partners, an institutional private equity real estate firm, where he was a Director. After years in private equity, Mr. Briner moved to New York City as a senior investment banker at Deutsche Bank, where he served on the private equity real estate team, as well as the new business underwriting committee. Over his years in investment banking, he has participated in traditional public market capitalizations and executions, real estate mergers and acquisitions and workout and restructuring assignments. During his real estate career, Mr. Briner has had significant institutional experience on both the principal investment and investment banking side. Mr. Briner has also served as an owner, lender, operator, sponsor and equity partner.
Prior to Mr. Briner’s real estate career, he served in several political positions on both the state and federal level. Mr. Briner holds a BS with honors from Texas Tech and an MBA in Finance from the Cox School of Business at Southern Methodist University.

Jeff Butler

Jeff Butler

Speaker

AUTHOR & TEDx SPEAKER ON MILLENNIAL'S

Jeff Butler is a speaker, author and passionate millennial who helps organizations improve their relationships with millennial employees. You may have see on him on Forbes, USA Weekly, or on the TED stage. A native Californian and raised in Silicon Valley, he graduated from UC Berkeley with a degree in Computer Science. During his time in college, he was training for the Olympics under 3 time Olympian Tore Gustafsson, but left that pursuit because software engineering paid more. Unlike other experts on millennials, Jeff has been in the trenches of what it means to be a millennial and what it takes to retain and keep them engaged. With Jeff ‘s versatile background, he has addressed companies like Amazon and Google as well as thousands of professionals across the North America.

Jesse Gundersheim

Jesse Gundersheim

Market Economist- San Francisco

COSTAR GROUP INC.

Jesse Gundersheim is a market economist for CoStar Group, the leading provider of commercial real estate information, analytics and online marketplaces. Jesse provides client advisory services and maintains market reports for CoStar’s Market Analytics, the most powerful solution designed to help owners, investors, property managers, and lenders minimize risk and maximize returns. Jesse regularly speaks at industry events to discuss his findings, and has been quoted in the San Francisco Chronicle, San Francisco Business Times, Bloomberg, and BisNow.
Jesse was raised in Marin County and studied finance at the University of Arizona in Tucson. He immediately jumped into real estate analysis following college, and has led market research departments at the brokerage firms of Grubb & Ellis, Studley, and DTZ. Jesse has also worked for private apartment investors, providing due diligence and pro-forma analysis. Jesse enjoys hiking in the North Bay in his free time, and has traveled to nearly 50 countries.

Alexander J. Pugh

Alexander J. Pugh

Partner

LUBIN OLSON

Alexander J. Pugh is a Partner in Lubin Olson's Real Estate, Business, Finance and Workouts, and Construction Law Practice Groups.

Mr. Pugh represents clients in a wide range of real estate and business transactions, including debt and equity financing, real estate acquisitions and sales, real estate construction and development, commercial and industrial leasing and ground leases, workouts, mortgage loan repurchase transactions, and UCC and mortgage foreclosures. He represents private equity funds, hedge funds, corporate and individual developers and owners of office, multi-family, retail, hotel, industrial, recreational and high end residential real estate, mortgage and mezzanine lenders, and other public and privately-held companies investing in or using real estate. Mr. Pugh also has particular expertise in matters relating to California broker licensing.

Before joining Lubin Olson, Mr. Pugh practiced in the real estate and finance group at Gibson, Dunn & Crutcher LLP in San Francisco. Mr. Pugh lives with his wife, son and daughter in San Francisco.

Mr. Pugh was honored by Thompson Reuters as a Northern California Super Lawyer “Rising Star” in 2016 and 2017.

Adam Weissburg

Adam Weissburg

Chair of Capital Markets

COX CASTLE NICHOLSON

Adam is the Chair of the Capital Markets Team. Since joining the firm in 1993, he has represented borrowers and lenders in all facets of real estate finance. His lending clientele ranges from local banks to some of the larger banking institutions in the United States, along with insurance companies and private lenders. On the borrower side, Adam represents local developers, institutional owners of real estate, and public and private REITs. The spectrum of real estate products on which he has worked includes raw land, retail, office, multi-family, hotel and timeshare, and simple and complex, fee and ground leased premises.

Adam prides himself on having a team of lawyers that can handle large and smaller loans. Staffing efficiencies allow him and his team to represent both lenders and borrowers in loans ranging as low as a few million dollars, while still having the resources and experience to handle loans that routinely exceed $100 million. Although a resident in Los Angeles and having handled a multitude of California transactions, he acts as lead counsel on transactions throughout the United States.

Miles Imwalle

Miles Imwalle

Chair of Environment & Energy Group

MORRISON FOERSTER

Miles Imwalle is a partner in the Environment and Energy Group. His practice focuses on all aspects of the land development process, including land use entitlements, compliance issues, and litigation. Mr. Imwalle advises clients on the development of commercial, residential, mixed-use, and renewable energy projects throughout California, and in the land use aspects of financing real estate acquisitions and developments, including zoning, land use, permitting, and environmental matters. He frequently assists clients with preparing environmental review documents required under the California Environmental Quality Act (CEQA) and the National Environmental Policy Act, as well as defending clients' environmental review documents in both administrative and judicial proceedings.

Mr. Imwalle's practice also focuses on evolving legislation related to climate change, such as AB 32 (The Global Warming Solutions Act) and SB 375, and addressing climate change under CEQA. In the climate change arena, his focus is on the impact of such legislation on land use decision-making and strategies for minimizing legal risks related to climate change.

Mr. Imwalle maintains an active environmental practice, counseling clients on environmental risks that arise during the sale of a business or transfer of property, particularly risks associated with potential liability under federal and state statutes such as CERCLA, RCRA, the Clean Water Act, and California's Porter-Cologne Water Quality Control Act. Mr. Imwalle conducts and coordinates environmental due diligence assessments, including the retention and supervision of environmental consultants, and advises on strategies for addressing and allocating liability risks for contaminated properties, including drafting and negotiating applicable representations and warranties and contract language. He also assists with resolution of issues identified in the course of due diligence.

Mr. Imwalle is on the editorial board for Trends, the newsletter for the Environment, Energy and Resources section of the American Bar Association.

Mr. Imwalle is recommended by Legal 500 US (2014–2016) in the areas of land use and zoning; environment: litigation and transactional/regulatory; and alternative/renewable energy. SuperLawyers has also recognized him as a “Rising Star” in land use and zoning (2009–2013). In 2012, The Recorder named Mr. Imwalle among its 50 “Fast Track” lawyers, a list that recognizes California attorneys whose early accomplishments indicate they will be tomorrow’s top lawyers and leaders.

Mr. Imwalle graduated with honors from Dartmouth College. He earned his J.D. from New York University School of Law where he served as an articles editor for the New York University Environmental Law Journal.

Jim Wunderman

Jim Wunderman

President & CEO

BAY AREA COUNCIL

Jim Wunderman is President and CEO of the Bay Area Council, a CEO-led public policy organization focused on making the San Francisco Bay Area and Silicon Valley the most globally competitive and economically productive region in the world. Since becoming President and CEO in April 2004, Jim has honed the Bay Area Council’s regionalist approach to advocacy in the key areas that impact the Bay Area’s economy and competitiveness, including: Business Climate, Education, Infrastructure, Healthcare, Transportation, Renewable Energy, Sustainability, Land Use, and Cyber security. The organization has received consistent acclaim for providing business leadership on these and other issues.

Jim has led the Bay Area Council’s efforts to promote the Bay Area’s global leadership, including hosting the Asia-Pacific Economic Conference in 2011, opening two offices in China (Shanghai and Hangzhou) and being selected in 2013 by Governor Jerry Brown to open the State of California’s official trade office in China.

Jim has played an instrumental role in securing federal, state and regional funding for major transportation projects completed or under construction. He has worked to support education improvement at all levels, with a particular focus on the use of data systems to inform decision making, as well as the early educational needs of young children. Under his leadership, the Bay Area Council has continued to play a key role in efforts to achieve consensus-based solutions to California’s water challenges, and is leading the region’s business community in the effort to make sure the economy is a primary driver of regional planning and sustainability efforts.

With Jim at the helm, the Bay Area Council has continued its tradition of working in partnerships to bridge the divides between economic, environmental and social equity interests. The Bay Area Council-led “Bay Area Family of Funds” raised over $200 million to direct investments into business and projects with double and trip bottom lines. The Bay Area Council worked constructively to provide important input to AB32, California’s landmark Global Warming Solutions Act of 2006, and SB375, another innovative state law designed to create sustainable communities through integrated regional land use and transportation planning to reduce vehicle trips and greenhouse gases. Following passage of the law, Jim was appointed by California Air Resources Board Chair Mary Nichols to the committee that developed the implementation standards that were adopted and now govern the regional “Sustainable Community Strategies.”

In 2009, in response to continuing evidence of dysfunction in California state government, Jim proposed holding a Constitutional Convention, which received major attention at the state, national and international levels, and was featured in media outlets including CNN, the Economist, and the New York Times. The idea was endorsed by several newspapers including the San Francisco Chronicle, San Jose Mercury News, and Los Angeles Times, and set the stage for discussions on how best to make California’s government workable, contributing to several state initiatives aimed at improving California’s government effectiveness.

Jim proposed holding a World Expo at Moffett Field in Silicon Valley, joining former Governor Arnold Schwarzenegger in September 2010 in an announcement making California’s interest in the bid process official. Governor Jerry Brown has subsequently reinforced the state’s interest. A report by the Bay Area Council Economic Institute showed that such an event, similar to the one recently held in Shanghai, could bring $5.6 billion in economic activity to the Bay Area. Jim also drove the Bay Area Council’s efforts to support and deliver the America’s Cup to San Francisco Bay in 2013. And Jim served on the Host/Organizing Committee that succeeded in bringing Super Bowl L to the Bay Area in 2016.

During Jim’s tenure, the Bay Area Council’s membership has expanded significantly, as has the engagement of major business leaders throughout the region in the organization’s public policy agenda. The Bay Area Council holds major policy forums and focused discussions on key issues, organizes meetings with international leaders on trade and related matters, and regularly introduces business leaders to government officials, including elected representatives and agency heads at all levels. He has built strong working relationships with the Bay Area’s regional agencies including BART, the Metropolitan Transportation Commission (MTC), the Association of Bay Area Governments (ABAG), the Bay Area Air Quality Management District (BAAQMD) and the Bay Conservation and Development Commission (BCDC). He also has established strong, cooperative ties with other regional business and economy focused groups in California, the United States, and internationally.

Prior to his work at the Bay Area Council, Jim’s career from 1984 to 2004 was split between both the private and public sectors. He served as Chief of Staff to San Francisco Mayor Frank M. Jordan from 1992-95, responsible for overseeing all departmental and budgetary functions, and management of the Mayor’s Office. In an earlier City Hall stint he served as Special Assistant to Mayor Dianne Feinstein, from 1983-1987, with his duties including oversight of the city’s utility, the Public Utilities Commission, and the Department of Public Works. From 1988 through 1991, he served as Vice President and General Manager of two major waste collection, disposal and recycling firms in the Bay Area under its parent, Recology, Inc (formerly Norcal Waste Systems). From 1997-2004 he served as Senior Vice President for External Affairs at Providian Financial Corporation, a publicly traded, Fortune 500 company headquartered in San Francisco with major operations in Oakland, Pleasanton and Fairfield, CA. Reporting to the General Counsel, Jim’s responsibilities included the management of communications (internal and external), federal and state government affairs, community relations, and philanthropy.

During his career, Jim has served on numerous boards and commissions. Key among them, he served as Chairman of the San Francisco Chamber of Commerce, Treasurer of the California Child Care Resource and Referral Network, and as a member of the California Pacific Medical Center Board. He currently serves as Chair of the California Preschool Business Advisory Council and on the boards of the East Bay Zoological Society (Oakland Zoo), Bridge Housing Corporation, Fisher Center for Real Estate & Urban Economics, Sierra Energy, and TMG Partners.

Jim is a Visiting Professor at the UC Davis Graduate School of Management, teaching a course in Executive Leadership. He is a graduate of San Francisco State University, majoring in political science, and received an Associate’s Degree in Business Administration from Kingsborough College, City University of New York. Jim resides in Contra Costa County with his wife, Kristina. He has four children.

Martha Ryan

Martha Ryan

Founder and Executive Director

HOMELESS PRENATAL PROGRAM

Martha Ryan’s journey to creating the Homeless Prenatal Program (HPP) began in Africa. After a 10-year stint as an ICU nurse at San Francisco General Hospital, Ryan returned to Africa, where she had been a teacher for the Peace Corps years before. In Somalia and the Sudan, Ryan worked in refugee camps where she created a Community Health Outreach Program, a program she would later replicate at HPP. In 1989, Ryan founded HPP to provide free prenatal care to at-risk pregnant women. In that first year, HPP provided prenatal care to 72 women. Twenty-nine years later, HPP has a staff of 80 (half former clients) that serves 4,000 families annually.

Ryan holds an M.P.H., Maternal and Child Health, from the University of California, Berkeley and a B.A. in Modern Languages from the University of San Francisco. She has received numerous honors for her work including an honorary doctorate from University of San Francisco, a CNN Hero Award, a James Irvine Foundation Leadership Award, the Robert Wood Johnson Foundation’s Community Health Leadership Award and the San Francisco Foundation’s Community Leadership Award.

 

Jenny Liu

Jenny Liu

Partner

PILLSBURY

Jenny Liu is a partner in the firm's Corporate and China practices. She splits her time between the firm's San Francisco, Shanghai and Beijing offices.

Jenny advises growing companies on their operations in the United States and China in various industries, including internet and telecom, software, energy, education, medical devices, and consumer services. She also represents private and public companies, financial institutions, private equity firms and venture funds in commercial and corporate transactions, including equity financings, loan and credit agreements, cross-border mergers and acquisitions, and the formation and structuring of direct investments in the United States and China.

Laura Foote Clark

Laura Foote Clark

Executive Director

YIMBY ACTION

YIMBY Action empowers community stakeholders to advocate for subsidized affordable and market rate housing, with the ultimate goal of bringing down the cost of housing in San Francisco and the Bay Area. We believe many of our current policies have far reaching unintended negative consequences, often falling most heavily on San Francisco’s vulnerable populations. Low density zoning increases homelessness and displacement while driving up the cost of living for everyone.

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Agenda for April 26, 2018
8:00 am
REGISTRATION & NETWORKING BREAKFAST
9:00 am
CHAIRPERSON’S WELCOME AND OPENING REMARKS
Jay Weinstein

Jay Weinstein

Managing Partner, Markets & Segments

EISNERAMPER

Jay Weinstein is the Managing Partner of Markets and Segments with responsibility for executing business strategies for existing markets and segments, and identifying emerging opportunities. He is also Partner-in-Charge of the firm’s New Jersey office. With over 25 years of experience, Jay possesses significant expertise in the real estate and technology sectors, and in serving closely held businesses.

Previously, Jay was the Partner-in-Charge of the firm’s Philadelphia office. He maintains ties to the Philadelphia area, serving his long-time client base and staying involved in local organizations.

Jay is a member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants. He serves on the Board of Directors of the Newark Art Museum and the Free Library of Philadelphia Foundation. In addition, he is a member of the Board of Trustees of Albert Einstein Healthcare Network and is the Treasurer of Federation Housing, Inc. Jay serves on the Executive Committee of the Temple University Accounting Circle. He is a former Chairperson of the March for Babies for the Middlesex County, NJ chapter of the March of Dimes.

9:15 am
KEYNOTE INTERVIEW: NATIONAL VS. CALIFORNIA-CENTRIC ECONOMIC OUTLOOK

• What inning are we in? Why this will be the longest expansion in history?
• Exploring short-term and long-term economic drivers
• The new construction tsunami: will it overwhelm the markets?
• Retail and Industrial, revolution, evolution or something in between?
• How are tech companies affecting the real estate market, and how is real estate market affecting tech companies in SF Bay Area?
• As California leads the country in creating a clean energy economy, how will the real estate market be affected? How will climate change affect property values and growth over the next thirty years?

Clair Brown

Clair Brown

Professor of Economics

UNIVERSITY OF CALIFORNIA, BERKELEY

Dr. Clair Brown is Professor of Economics and Director of the Center for Work, Technology, and Society at the University of California, Berkeley. Prof Brown is a past Director of the Institute of Industrial Relations (IRLE) at UCB. Clair has published research on many aspects of how economies function, including high-tech industries, development engineering, the standard of living, wage determination, poverty, and unemployment. Her books include American Standards of Living, 1919-1988, and Chips and Change: How crisis reshapes the semiconductor industry. Clair’s contributions to the field of Labor Economics were recognized by the Labor and Employment Relations Association, who awarded her their Lifetime Achievement Award in 2010. Clair’s economic approach and life as an economist is published in Eminent Economists II – Their Life and Work Philosophies (Cambridge University Press, 2013).

In 2013 at UC Berkeley, Clair helped create a new program called Development Engineering, for graduate students in engineering and economics to develop their multidisciplinary skills for designing, building, and evaluating new technologies to help developing regions.

In 2011, Clair began teaching an undergraduate seminar on Buddhist Economics at UC Berkeley. Buddhist economics integrates global sustainability and shared prosperity to provide a holistic model of economic behavior and well-being. Her book Buddhist Economics: An enlightened approach to the dismal science (Bloomsbury Press, 2017) grew out of the course. One aspect of this work is the development of a measure of economic performance based on the quality of life, and to estimate it for state of California. This index integrates measurements of inequality and environmental degradation as well as value of nonmarket activities and consumption to provide an inclusive measurement of sustainable economic performance to guide policy.

You can listen to Clair’s presentation to the Commonwealth Club on Creating Quality of Life in a Sustainable Global Economy, May 12, 2016: http://www.commonwealthclub.org/events/archive/podcast/creating-quality-life-sustainable-global-economy
Book trailer (2 min): https://youtu.be/88RX5A2iezs
Blogs, podcasts, reviews at http://buddhisteconomics.net/

Kenneth McCarthy

Kenneth McCarthy

Principal Economist

CUSHMAN & WAKEFIELD

Ken McCarthy has been with Cushman & Wakefield since August 2006. As Principal Economist, he works with the Chief Economist on C&W’s U.S. economic position and presents it to the public. As the Applied Research Lead, Ken is responsible for preparing cutting edge research about the outlook for commercial real estate in the Americas.

Before becoming Principal Economist with Cushman & Wakefield, Ken served as Chief Economist of The Center for Innovative Entrepreneurship. Prior to this role he was the Chief Economist for vFinance, Inc. where he oversaw all of the company’s economic analysis and research. He’s headed the Economic Intelligence Company (EIC) that provided economic analysis and advice to Fortune 500 firms and also served as Vice President of Rinfret Associates, Inc. for 14 years.

Todd Hankin

Moderator:

Todd Hankin

Partner

EISNERAMPER

Todd S. Hankin is the Partner-in-Charge of the Audit and Assurance Practice in California. Todd sees clients challenged by today’s complex regulatory environment and accounting and financial reporting requirements. Drawing on more than 20 years of experience, his contribution to helping clients includes bringing a fresh perspective and creative approach to problem-solving that includes challenging assumptions and making timely observations and recommendations. Todd specializes in financial services, working closely with clients including hedge, private equity and real estate funds, registered investment advisors and commercial and consumer finance and leasing companies.


Throughout Todd’s career, he has benefited from strong mentors and role models and is passionate about helping to develop the next generation of leaders. He shares his knowledge and experiences within the firm and the industry through professional development programs and participation as a speaker, moderator and panelist at key conferences and events.

Prior to joining the firm, Todd implemented accounting policies for capital markets transactions involving unique derivatives structures at a major national bank. He began his career with the Financial Services Group of a large international accounting firm, where he focused on auditing banks and savings and loans.

9:45 am
REAL ESTATE OUTLOOK & TRENDS IN 2018 AND BEYOND: WHAT WILL THE ADMINISTRATION POLICIES BRING TO THE SECTOR?

It has been ten years since the mortgage crisis: how far have we come? Panelists will give a broad overview of the transformation of the real estate market and what investors and industry leaders can expect to see in 2018. They will touch on growth trends and how economic tailwind will affect larger structural shifts in real estate.

  • Where will the next big returns come from? Where are the best opportunities on the West Coast, U.S. and globally?
  • Where is the institutional investment going? 
  • How does the new tax bill affect real estate investors? How could loop holes in new tax bill benefit commercial real estate developers?
  • Will the elimination or reduction of the inheritance tax increase investment?
  • How will a massive infrastructure bill affect the U.S. real estate market?
  • How will the elimination of the federal tax credit for the rehabilitation of historic properties impact development and investment?
  • As baby boomers retire and face issues of aging, will there be increased need for senior living and retirement homes and communities? Are we only at the beginning of the trend?
Justin Guichard

Justin Guichard

Managing Director

OAKTREE CAPITAL

Mr. Guichard is a managing director at Oaktree, which he joined in 2007. Mr. Guichard focuses on real estate-related transactions across the capital structure, and co-leads the Structured Finance team. His responsibilities include investing capital out of Oaktree’s Real Estate Debt, Real Estate Opportunities and Global Credit Strategies. Prior to Oaktree, Mr. Guichard worked for Barrow Street Capital which, he joined in 2005. Mr. Guichard began his career in Merrill Lynch & Co.’s Real Estate Investment Banking group. Mr. Guichard received a B.A. degree from University of California, Los Angeles, where he was an Alumni Scholar, and an M.B.A. from MIT’s Sloan School of Management.

Christopher Flick

Christopher Flick

Executive Vice President, Portfolio Manager

PIMCO

Mr. Flick is an executive vice president in the portfolio management group in the Newport Beach office, focusing on commercial real estate investments. Prior to joining PIMCO in 2011, he structured real estate transactions throughout the U.S. as a vice president for acquisitions/originations and portfolio management at Lowe Enterprises. Christopher holds an MBA and an undergraduate degree from the University of California, Berkeley.

Frank Liu

Frank Liu

Senior Director

CANYON PARTNERS REAL ESTATE LLC

Frank Liu, Senior Director of Canyon Partners Real Estate LLC, is responsible for originating, underwriting, structuring and executing debt and equity investments in the Northeast and Northwest regions. Mr. Liu joined Canyon in 2011 and has over 18 years of real estate experience in acquisitions, finance and asset management that span across a range of platforms and product types. Prior to joining Canyon, Mr. Liu was a Vice President at O&S Holdings, LLC, a privately held retail developer based in Los Angeles, where he was responsible for the company’s financing and restructuring activities. Mr. Liu has also previously held positions at Federal Realty Investment Trust, Lowe Enterprises and The JBG Companies. Mr. Liu is a graduate of Georgetown University (B.A. Economics and Government) and The Fuqua School of Business at Duke University (M.B.A.).

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.

10:30 am
A LOOK AT ASIA: INBOUND & OUTBOUND INVESTMENT TO THE U.S. MARKET

Asian buyers are increasingly impacting residential and commercial real estate markets globally. In 2007 China's commercial property outflow was less than $1 billion. Now it exceeds $20 billion annually. China also became the largest cross-border real estate investor overtaking the United States. U.S. investors are also continuously looking for profitable opportunities in Asia. How would the symbiotic relationship between Asia and the U.S. continue to evolve?

  • Opportunities for PERE investment in Emerging Asia
  • The search for yield: Cash flow-driven investment strategies in Asia
  • Where will most of the foreign investment in real estate come from going forward?
  • If Congress changes the EB-5 program, how will it affect the real estate market?
  • Are long waits for visas and the Chinese government's tightened restrictions on moving money out of the country stymieing these types of real estate investment? Or will a declining yuan, volatile domestic financial assets and competitive local property markets increase Chinese overseas purchases?
  • Individuals and corporations in China still have an estimated $200 billion to invest abroad. Which US markets will it go to: Los Angeles, Miami, New York City, San Francisco, Seattle, Toronto, Vancouver? Will Chinese investors continue to invest in US properties at such a high pace?
Richard T.G. Price

Richard T.G. Price

CEO - Asia Pacific

CBRE GLOBAL INVESTORS

Richard Price is Chief Executive Officer – Asia Pacific of CBRE Global Investors and is responsible for the Firm’s business activities in the region, encompassing over $6.5 billion of investments on behalf of the firm’s Global, Institutional Investor clients. Mr. Price chairs the Asia Pacific Regional Management Board and Investment Committee. He is also a member of the Firm’s Global Executive Committee and Global Investment Committee. In his role Mr. Price is responsible for the management and growth of the firm’s relationships with institutional investors in the Asia Pacific region.

Mr. Price joined ING Real Estate Investment Management (acquired by CBRE in 2011) in 1996 and was appointed to his current role in July 2008 having spent the previous four years as a Managing Director of ING Clarion, based in New York. He began his real estate career in 1993 and has lived and worked in Asia, Europe and the United States. Mr. Price serves as a Trustee, Foundation Governor and member of the Global Board of the Urban Land Institute as well as a member of the ULI Asia Pacific Executive Committee. He is a member of the Executive Board of ANREV and past Board Member of AFIRE.
Mr. Price is a member of the Board of Wonder Work, a New York based charity dedicated to providing life changing surgeries to disadvantaged children around the world and a Non-Executive Director of Chaoray, a Hong Kong based China data center investment and operating business.

Mr. Price earned a Joint Honors degree from the University of Leeds in the UK and speaks fluent Mandarin Chinese.

Tim Albinson

Tim Albinson

Co-founder & Managing Partner

EMERGENT CAPITAL PARTNERS

Jenny Liu

Moderator:

Jenny Liu

Partner

PILLSBURY

Jenny Liu is a partner in the firm's Corporate and China practices. She splits her time between the firm's San Francisco, Shanghai and Beijing offices.

Jenny advises growing companies on their operations in the United States and China in various industries, including internet and telecom, software, energy, education, medical devices, and consumer services. She also represents private and public companies, financial institutions, private equity firms and venture funds in commercial and corporate transactions, including equity financings, loan and credit agreements, cross-border mergers and acquisitions, and the formation and structuring of direct investments in the United States and China.

11:00 am
MORNING NETWORKING BREAK
11:20 am
WHERE ARE THE ALLOCATIONS GOING AND HOW ARE GPs & LPs CONSTRUCTING DIVERSIFIED REAL ESTATE PORTFOLIOS?

Institutional investors are continuing to raise their target allocations to real estate, while some are still significantly underinvested against their targets.

  • How are institutional investors assessing their portfolios for 2018? Will 2018 see a growth in this sector in terms of portfolio investment?
  • Are institutional investors increasing their target allocations? By how much?
  • Which regions and property types are catching their eye?
  • Which particular sectors and subsectors will see increased and decreased investment? 
  • What types of returns are they looking for and getting? 
  • How will a stock market correction affect real estate allocation in institutional portfolios?
Heinz Blennemann

Heinz Blennemann

Principal

BLENNEMANN FAMILY INVESTMENTS

As principal at his family office, Blennemann Family Investments, Heinz is a global investor in private equity, private debt, real estate, and technology, with a passion for networking with others. He serves on the Advisory Faculty at the Campden Institute for Private Investors (an educational family office network) and on the Emerging Manager Sub-Committee at the Institutional Limited Partners Association (a network of LP's in private equity). Heinz began his career in technology, building a technology team at Juniper Networks and teaching engineering at Stanford University as a consulting professor.

David Madrid

David Madrid

Principal

HIGHMORE

David Madrid is a Principal at Highmore, where he focuses on the firm’s real estate activities. He is primarily responsible for developing relationships with real estate operators, structuring investments and overseeing the management of the firm’s real estate strategies.

Prior to joining Highmore, David was the Founder and Managing Director of Madrid Group, a real estate investment firm that worked with family offices and ultra-high net worth individuals pursuing opportunistic investment strategies to build a long-term portfolio of high-quality, generational real estate assets. He focused on investments across the entire risk-adjusted return spectrum in multiple product types and geographies where reposition, development, and renovation created value over the investment term.

David has participated in over $1 billion of real estate opportunities comprising more than 3 million square feet. David has been a frequent industry panelist and has spoken at institutional real estate, family office, private wealth and private equity executive conferences. In addition, David serves as an advisor for a privately held company that provides global corporate workplace and real estate solutions to some of the largest corporations in the world.

Earlier in his career, David worked for mid-cap companies launching real estate focused business units to drive top-line and bottom-line results, increase brand goodwill and expand market share. Prior thereto, he practiced architecture with several award-winning firms.

David earned an M.Arch from the University of Pennsylvania with a Certificate in Real Estate Design and Development and a B.S. in Architecture from the University of Nevada Las Vegas.

 

Robert Schweizer

Robert Schweizer

CIO

VIRTUS REAL ESTATE CAPITAL

Robert Schweizer, Chief Investment Officer, is responsible for leading the Virtus Acquisitions and Asset Management teams in overseeing underwriting, due diligence, closing and ultimately property level operations to assure fund objectives are met. Prior to joining Virtus, Mr. Schweizer served as Chief Executive Officer of MPC Properties, a joint venture between Bank of America/ Merrill Lynch and MPC Holdings, which became one of the largest real estate development companies in Southeastern Europe. From 1999 to September 2010, he worked at Merrill Lynch, where he became Director of the Global Principal Investments Group in London, England in 2002 and was head of all Merrill Lynch real estate investments in Central Europe, Spain and Scandinavia. He began his finance career in New York as an analyst at JP Morgan Chase Securities and then CIBC World Markets. Mr. Schweizer received a B.B.A. in Finance from Boston College, where he played on the university soccer team.

 

Alexander J. Pugh

Moderator:

Alexander J. Pugh

Partner

LUBIN OLSON

Alexander J. Pugh is a Partner in Lubin Olson's Real Estate, Business, Finance and Workouts, and Construction Law Practice Groups.

Mr. Pugh represents clients in a wide range of real estate and business transactions, including debt and equity financing, real estate acquisitions and sales, real estate construction and development, commercial and industrial leasing and ground leases, workouts, mortgage loan repurchase transactions, and UCC and mortgage foreclosures. He represents private equity funds, hedge funds, corporate and individual developers and owners of office, multi-family, retail, hotel, industrial, recreational and high end residential real estate, mortgage and mezzanine lenders, and other public and privately-held companies investing in or using real estate. Mr. Pugh also has particular expertise in matters relating to California broker licensing.

Before joining Lubin Olson, Mr. Pugh practiced in the real estate and finance group at Gibson, Dunn & Crutcher LLP in San Francisco. Mr. Pugh lives with his wife, son and daughter in San Francisco.

Mr. Pugh was honored by Thompson Reuters as a Northern California Super Lawyer “Rising Star” in 2016 and 2017.

11:50 am
NETWORKING LUNCHEON

Luncheon Address from Martha Ryan, Founder and Executive Director, Homeless Prenatal Program & Michael Morris, Director, EisnerAmper

12:45 pm
WEST COAST REAL ESTATE DEVELOPMENT SPOTLIGHT

This panel will look at development opportunities available in the US with a focus on the West Coast. Silicon Valley, in particular, commands some of the highest priced real estate in the country. Will it continue to attract investment or is the area becoming saturated, pushing companies to look for lower priced office and facility space elsewhere?

  • Will Seattle, Austin, LA, San Jose and Oakland be the markets to watch in 2018? 
  • How much more growth can Silicon Valley handle? When will that market hit its heights? Google, Amazon, Facebook: As they continue to expand their campuses, where will the next big tech boom be? 
  • Is a labor shortage affecting the cost of development?
  • Will fear of wildfires and earthquakes dampen the California market?
Senator Scott Wiener

Senator Scott Wiener

District 11

CALIFORNIA STATE SENATE

 

Elected in November 2016, Senator Scott Wiener represents District 11 in the California State Senate. District 11 includes all of San Francisco, Broadmoor, Colma, and Daly City, as well as portions of South San Francisco.

In the Senate, Senator Wiener works hard to make housing more affordable by confronting California’s severe housing shortage;to invest in our transportation systems, including improving and expanding our public transportation systems; to increase access to healthcare, including reproductive healthcare; to support working families, including expanding paid family leave, childcare, and quality public education; to support California's nightlife culture and economy; to meaningfully address climate change and the impacts of drought by expanding clean energy and modernizing our water system; to reform the criminal justice system and reduce gun violence; to reduce California’s alarmingly high poverty rate; and to safeguard and expand the rights of all communities, including immigrants and the LGBT community.
During his first year in the Senate, Senator Wiener passed 11 bills that were signed into law, including a landmark bill to streamline housing approvals in cities not meeting their housing goals. The bill, Senate Bill 35, was central to a broad housing package that will make it easier to build housing and generate billions in new funding for affordable housing.

Senator Wiener serves as Chair of the Senate Human Services Committee, where he is working to expand California’s social safety net, including leading an effort to stem California’s high rates of food insecurity and youth homelessness. He also serves on the Transportation and Housing Committee, the Energy, Utilities and Communications Committee, the Appropriations Committee, and the Public Safety Committee.

Before his election to the Senate, Senator Wiener served as a member of the San Francisco Board of Supervisors, where he authored a number of first-in-the-nation laws, including mandating fully paid parental leave for working parents, requiring water recycling and solar power in new developments, and banning public spending in states with anti-LGBT hate laws. A regular transit rider, Senator Wiener authored and passed a ballot measure to tie public transportation fundingand pedestrian/bike improvements to population growth, resulting in a significant fundingincrease for San Francisco’s light-rail and bus systems as well as its bike network. His work on housing included legislation to streamline the approval of affordable housing, allow for the construction of new in-law units, and increase protections for tenants.

Senator Wiener has represented San Francisco on a number of regional bodies including the Metropolitan Transportation Commission, the Golden Gate Bridge, Highway and Transportation District, and the San Francisco Bay Restoration Authority. He served as Chair of the San Francisco County Transportation Authority.
Before being elected to the Board of Supervisors, Senator Wiener served as a Deputy City Attorney in the San Francisco City Attorney's Office, where he represented San Francisco in court (ranging from trial courts to the United States Supreme Court) and supervised a team of trial attorneys. He served as Chairman of the San Francisco Democratic Party. A leader in San Francisco’s LGBT community, Senator Wiener co-chaired the Alice B. Toklas LGBT Democratic Club, BALIF (the Bay Area’s LGBT bar association), and the San Francisco LGBT Community Center, as well as serving on the national board of directors of the Human Rights Campaign.
Wiener received a bachelor’s degree from Duke University and a law degree from Harvard Law School. He spent a year in Chile on a Fulbright Scholarship doing historical research. Wiener has lived in San Francisco’s Castro neighborhood for over 20 years.

 

Jim Wunderman

Jim Wunderman

President & CEO

BAY AREA COUNCIL

Jim Wunderman is President and CEO of the Bay Area Council, a CEO-led public policy organization focused on making the San Francisco Bay Area and Silicon Valley the most globally competitive and economically productive region in the world. Since becoming President and CEO in April 2004, Jim has honed the Bay Area Council’s regionalist approach to advocacy in the key areas that impact the Bay Area’s economy and competitiveness, including: Business Climate, Education, Infrastructure, Healthcare, Transportation, Renewable Energy, Sustainability, Land Use, and Cyber security. The organization has received consistent acclaim for providing business leadership on these and other issues.

Jim has led the Bay Area Council’s efforts to promote the Bay Area’s global leadership, including hosting the Asia-Pacific Economic Conference in 2011, opening two offices in China (Shanghai and Hangzhou) and being selected in 2013 by Governor Jerry Brown to open the State of California’s official trade office in China.

Jim has played an instrumental role in securing federal, state and regional funding for major transportation projects completed or under construction. He has worked to support education improvement at all levels, with a particular focus on the use of data systems to inform decision making, as well as the early educational needs of young children. Under his leadership, the Bay Area Council has continued to play a key role in efforts to achieve consensus-based solutions to California’s water challenges, and is leading the region’s business community in the effort to make sure the economy is a primary driver of regional planning and sustainability efforts.

With Jim at the helm, the Bay Area Council has continued its tradition of working in partnerships to bridge the divides between economic, environmental and social equity interests. The Bay Area Council-led “Bay Area Family of Funds” raised over $200 million to direct investments into business and projects with double and trip bottom lines. The Bay Area Council worked constructively to provide important input to AB32, California’s landmark Global Warming Solutions Act of 2006, and SB375, another innovative state law designed to create sustainable communities through integrated regional land use and transportation planning to reduce vehicle trips and greenhouse gases. Following passage of the law, Jim was appointed by California Air Resources Board Chair Mary Nichols to the committee that developed the implementation standards that were adopted and now govern the regional “Sustainable Community Strategies.”

In 2009, in response to continuing evidence of dysfunction in California state government, Jim proposed holding a Constitutional Convention, which received major attention at the state, national and international levels, and was featured in media outlets including CNN, the Economist, and the New York Times. The idea was endorsed by several newspapers including the San Francisco Chronicle, San Jose Mercury News, and Los Angeles Times, and set the stage for discussions on how best to make California’s government workable, contributing to several state initiatives aimed at improving California’s government effectiveness.

Jim proposed holding a World Expo at Moffett Field in Silicon Valley, joining former Governor Arnold Schwarzenegger in September 2010 in an announcement making California’s interest in the bid process official. Governor Jerry Brown has subsequently reinforced the state’s interest. A report by the Bay Area Council Economic Institute showed that such an event, similar to the one recently held in Shanghai, could bring $5.6 billion in economic activity to the Bay Area. Jim also drove the Bay Area Council’s efforts to support and deliver the America’s Cup to San Francisco Bay in 2013. And Jim served on the Host/Organizing Committee that succeeded in bringing Super Bowl L to the Bay Area in 2016.

During Jim’s tenure, the Bay Area Council’s membership has expanded significantly, as has the engagement of major business leaders throughout the region in the organization’s public policy agenda. The Bay Area Council holds major policy forums and focused discussions on key issues, organizes meetings with international leaders on trade and related matters, and regularly introduces business leaders to government officials, including elected representatives and agency heads at all levels. He has built strong working relationships with the Bay Area’s regional agencies including BART, the Metropolitan Transportation Commission (MTC), the Association of Bay Area Governments (ABAG), the Bay Area Air Quality Management District (BAAQMD) and the Bay Conservation and Development Commission (BCDC). He also has established strong, cooperative ties with other regional business and economy focused groups in California, the United States, and internationally.

Prior to his work at the Bay Area Council, Jim’s career from 1984 to 2004 was split between both the private and public sectors. He served as Chief of Staff to San Francisco Mayor Frank M. Jordan from 1992-95, responsible for overseeing all departmental and budgetary functions, and management of the Mayor’s Office. In an earlier City Hall stint he served as Special Assistant to Mayor Dianne Feinstein, from 1983-1987, with his duties including oversight of the city’s utility, the Public Utilities Commission, and the Department of Public Works. From 1988 through 1991, he served as Vice President and General Manager of two major waste collection, disposal and recycling firms in the Bay Area under its parent, Recology, Inc (formerly Norcal Waste Systems). From 1997-2004 he served as Senior Vice President for External Affairs at Providian Financial Corporation, a publicly traded, Fortune 500 company headquartered in San Francisco with major operations in Oakland, Pleasanton and Fairfield, CA. Reporting to the General Counsel, Jim’s responsibilities included the management of communications (internal and external), federal and state government affairs, community relations, and philanthropy.

During his career, Jim has served on numerous boards and commissions. Key among them, he served as Chairman of the San Francisco Chamber of Commerce, Treasurer of the California Child Care Resource and Referral Network, and as a member of the California Pacific Medical Center Board. He currently serves as Chair of the California Preschool Business Advisory Council and on the boards of the East Bay Zoological Society (Oakland Zoo), Bridge Housing Corporation, Fisher Center for Real Estate & Urban Economics, Sierra Energy, and TMG Partners.

Jim is a Visiting Professor at the UC Davis Graduate School of Management, teaching a course in Executive Leadership. He is a graduate of San Francisco State University, majoring in political science, and received an Associate’s Degree in Business Administration from Kingsborough College, City University of New York. Jim resides in Contra Costa County with his wife, Kristina. He has four children.

Laura Foote Clark

Laura Foote Clark

Executive Director

YIMBY ACTION

YIMBY Action empowers community stakeholders to advocate for subsidized affordable and market rate housing, with the ultimate goal of bringing down the cost of housing in San Francisco and the Bay Area. We believe many of our current policies have far reaching unintended negative consequences, often falling most heavily on San Francisco’s vulnerable populations. Low density zoning increases homelessness and displacement while driving up the cost of living for everyone.

Miles Imwalle

Moderator:

Miles Imwalle

Chair of Environment & Energy Group

MORRISON FOERSTER

Miles Imwalle is a partner in the Environment and Energy Group. His practice focuses on all aspects of the land development process, including land use entitlements, compliance issues, and litigation. Mr. Imwalle advises clients on the development of commercial, residential, mixed-use, and renewable energy projects throughout California, and in the land use aspects of financing real estate acquisitions and developments, including zoning, land use, permitting, and environmental matters. He frequently assists clients with preparing environmental review documents required under the California Environmental Quality Act (CEQA) and the National Environmental Policy Act, as well as defending clients' environmental review documents in both administrative and judicial proceedings.

Mr. Imwalle's practice also focuses on evolving legislation related to climate change, such as AB 32 (The Global Warming Solutions Act) and SB 375, and addressing climate change under CEQA. In the climate change arena, his focus is on the impact of such legislation on land use decision-making and strategies for minimizing legal risks related to climate change.

Mr. Imwalle maintains an active environmental practice, counseling clients on environmental risks that arise during the sale of a business or transfer of property, particularly risks associated with potential liability under federal and state statutes such as CERCLA, RCRA, the Clean Water Act, and California's Porter-Cologne Water Quality Control Act. Mr. Imwalle conducts and coordinates environmental due diligence assessments, including the retention and supervision of environmental consultants, and advises on strategies for addressing and allocating liability risks for contaminated properties, including drafting and negotiating applicable representations and warranties and contract language. He also assists with resolution of issues identified in the course of due diligence.

Mr. Imwalle is on the editorial board for Trends, the newsletter for the Environment, Energy and Resources section of the American Bar Association.

Mr. Imwalle is recommended by Legal 500 US (2014–2016) in the areas of land use and zoning; environment: litigation and transactional/regulatory; and alternative/renewable energy. SuperLawyers has also recognized him as a “Rising Star” in land use and zoning (2009–2013). In 2012, The Recorder named Mr. Imwalle among its 50 “Fast Track” lawyers, a list that recognizes California attorneys whose early accomplishments indicate they will be tomorrow’s top lawyers and leaders.

Mr. Imwalle graduated with honors from Dartmouth College. He earned his J.D. from New York University School of Law where he served as an articles editor for the New York University Environmental Law Journal.

1:30 pm
ROUNDTABLE DISCUSSIONS

Roundtable discussions allow participants to share ideas and debate about the topics in a smaller, more intimate environment. Participants will have an opportunity to engage with industry leaders as well as their peers. Discussions will focus on the biggest challenges facing the real estate markets and outlooks for future growth. Participants will gain access to potential new partners for future business opportunities. Choose between one of the following sessions:

Roundtable 1

RESIDENTIAL REAL ESTATE

  • Discussion will focus on opportunities for investment in condominiums, co-ops, and the overall residential housing market.
  • The growth of private equity investment in rental properties
  • Single family-vs-multifamily housing opportunities? What are the latest trends?
  • Which are the fastest growing markets?
  • How many luxury buildings can the metro areas handle? When will the glut happen?
  • With an expanding affordable-housing shortage in the country, could this be a growing area for investment?
Dean Allara

Dean Allara

Vice Chairman

BRIDGE INVESTMENT GROUP

Dean Allara serves as Vice Chairman of Bridge Investment Group and head of the Capital Markets Group. He has 29 years of experience in the real estate investment process including analyzing, raising capital, acquiring, financing, developing, managing, improving and selling properties. Mr. Allara is responsible for capital raising, investment analysis, and investor relations. Allara is directly responsible for investing in over US$2 billion dollars in real estate assets. Property types include multifamily and single family residential, commercial, seniors housing, resort golf properties, hotel, and retail properties. Allara has been with Bridge Investment Group since March 2009, where he is involved in raising capital from high net worth individuals, family office and institutional partners in addition to responsibilities related to ownership, investment analysis, development, asset management, investor relations, and legal & tax issues. Allara is also responsible for real property development including permits and zoning, master planning, debt financing, insurance, construction management, home owners’ association management, marketing and residential sales. Previous experience includes a ten-year career with Trace Digital, a leading global supplier of software manufacturing equipment, where he rose from a Regional Sales Manager to President and CEO. Mr. Allara earned his Bachelor of Science degree in Business Administration from the St. Mary’s College in 1984, which included one year at Loyola University of Rome, Italy. He also earned his Master of Business Administration from Santa Clara University in 1986 with a semester at the Tokyo University studying Business Law.

Louis A. Harrison

Louis A. Harrison

Partner

BELVERON PARTNERS

Mr. Harrison oversees sourcing opportunities, joint ventures, acquisitions, and directs marketing and communications. Louis is an integral part of Belveron’s transactional activities; from purchasing assets to fundraising over $300M of discretionary equity in the past three years.

Belveron Partners, LLC is a privately held real estate investment firm with a focus on preserving affordable and workforce housing across the United States. Founded in 2006 by Paul Odland, Belveron has invested in more than 250 properties in 32 states, representing more than 25,000 affordable homes. Our capital investments have provided meaningful liquidity to thousands of limited and general partners in concert with our preservationist goals. Our double-bottom-lined investment process has yielded positive results for our investors and communities we serve.

Roundtable 2

OFFICE

  • Are office spaces undergoing a transformation as millennials look for workspaces that feel more comfortable and modern? What will the new office space sector offer? 
  • How will telecommuting affect need for office space?
  • Will the trend of more office spaces moving to suburbs continue? 
  • The growth of the sharing economy has helped WeWork, a co-working space company, hit valuations of over $20 million. Is it overvalued, or are there more opportunities in the shared economy sector? 
Matt Haley

Matt Haley

Executive Vice President

MILLER GLOBAL PROPERTIES

Matt is an Executive Vice President overseeing equity investments in the Mid-Atlantic and Texas markets for Miller Global’s discretionary fund series. Previously Matt was a Managing Principal at Pearlmark Real Estate Partners, with responsibility for equity investment and portfolio management activities. During his tenure at Pearlmark, Matt was involved in over $8 billion in real estate transactions across the U.S. Prior to joining Pearlmark, Matt held senior positions at LaSalle Partners, JMB Realty Corporation and KPMG Peat Marwick. Matt earned his BS from the University of Dayton and a MBA from the University of Chicago. He is a member of the Urban Land Institute (ULI) and National Association of Real Estate Investment Trusts (NAREIT).

Jesse Gundersheim

Jesse Gundersheim

Market Economist- San Francisco

COSTAR GROUP INC.

Jesse Gundersheim is a market economist for CoStar Group, the leading provider of commercial real estate information, analytics and online marketplaces. Jesse provides client advisory services and maintains market reports for CoStar’s Market Analytics, the most powerful solution designed to help owners, investors, property managers, and lenders minimize risk and maximize returns. Jesse regularly speaks at industry events to discuss his findings, and has been quoted in the San Francisco Chronicle, San Francisco Business Times, Bloomberg, and BisNow.
Jesse was raised in Marin County and studied finance at the University of Arizona in Tucson. He immediately jumped into real estate analysis following college, and has led market research departments at the brokerage firms of Grubb & Ellis, Studley, and DTZ. Jesse has also worked for private apartment investors, providing due diligence and pro-forma analysis. Jesse enjoys hiking in the North Bay in his free time, and has traveled to nearly 50 countries.

Roundtable 3

TRENDS IN ALTERNATIVE PROPERTY TYPES

  • Now that the word is out and many investors are flocking into alternative property types for their higher resilience and returns, is it too late to invest now that valuations have increased significantly?
  • What are the most common mistakes made by investors in alternative property types? (or similar, What are the biggest risks?)
  • Are these property types truly recession resilient?
  • What are the alternative property types of tomorrow?
  • What are the different ways of gaining exposure to alternative property types?
Robert Schweizer

Robert Schweizer

CIO

VIRTUS REAL ESTATE CAPITAL

Robert Schweizer, Chief Investment Officer, is responsible for leading the Virtus Acquisitions and Asset Management teams in overseeing underwriting, due diligence, closing and ultimately property level operations to assure fund objectives are met. Prior to joining Virtus, Mr. Schweizer served as Chief Executive Officer of MPC Properties, a joint venture between Bank of America/ Merrill Lynch and MPC Holdings, which became one of the largest real estate development companies in Southeastern Europe. From 1999 to September 2010, he worked at Merrill Lynch, where he became Director of the Global Principal Investments Group in London, England in 2002 and was head of all Merrill Lynch real estate investments in Central Europe, Spain and Scandinavia. He began his finance career in New York as an analyst at JP Morgan Chase Securities and then CIBC World Markets. Mr. Schweizer received a B.B.A. in Finance from Boston College, where he played on the university soccer team.

 

2:15 pm
THE FUTURE OF REAL ESTATE FINANCING

Dodd-Frank regulations have put more restrictions on bank lending to reduce risk. This ushered in a wave of non-bank lenders: CMBS, debt funds, mortgage REITs, online lenders and traditional equity investors are now becoming more significant players in the lending business. What does the new landscape of real estate financing look like?

  • If the Fed raises interest rates, what will this do to pricing?
  • What type of loans are investors seeking and why?
  • Are commercial and residential mortgage backed securities (CMBS /RMBS) having a come back?
  • How is increased transparency in the commercial real estate industry impacting financing?
  • If the new administration pulls Dodd/Frank regulations even further back, what impact will it have on RE financing? On banks? On other types of lenders?
  • The recent expansion of the collateralized loan obligations (CLOs) market 
  • is providing a significant new source of funding for bridge lenders. Will that market continue to grow in 2018?
Ash Baraghoush

Ash Baraghoush

Director Acquisitions

HANOVER FINANCIAL

Mr. Baraghoush serves as a Director Acquisitions at Hanover Financial, LLC. He is responsible for identifying and evaluating joint venture equity opportunities for value-add and development multifamily projects. Mr. Baraghoush previously spent four years with Ares Management originating and structuring senior mortgages, mezzanine, preferred equity and common equity for multifamily real estate transactions. Prior to Ares, Mr. Baraghoush worked at QVT Mount Auburn Capital and at Hanover Financial Company. Mr. Baraghoush began his career at Bank of America in its Global Corporate Investment Banking division.
Mr. Baraghoush holds a Bachelor of Arts in Economics, with a minor in Accounting, from UCLA.

Sujan Patel

Sujan Patel

Managing Director and Co-Head of US Investment Management

COLONY NORTHSTAR

Mr. Patel is based in New York and is responsible for overseeing the sourcing, structuring and execution of Colony NorthStar’s opportunistic equity, debt and strategic investments across all asset types and geographies. Prior to the formation of Colony NorthStar in January 2017, Mr. Patel was Managing Director and Co-Head of
Investments at NorthStar Asset Management Group (NorthStar) where he was directly involved in or oversaw $21Bn+ of closed transactions. Prior to joining NorthStar in 2007, Mr. Patel was with Thayer Lodging Group, a lodging dedicated private equity firm, focusing on all aspects of sourcing, acquiring, financing and disposing of over $2Bn of hotel investments. Mr. Patel began his career at Morgan Stanley in their investment banking division based in New York. Mr. Patel received a BA in Engineering Sciences modified with Economics from Dartmouth College. He serves on the Advisory Board of the NYU Schack Institute of Real Estate and is a member of the Board of Advisors of the Graaskamp Center for Real Estate at the Wisconsin School of Business. Mr. Patel sits on the Major Decision Committee of Island Hospitality Management and on the Board of SteelWave, a San Francisco Bay Area-based full-service commercial real estate management and operating company. In addition, Mr. Patel is involved in several real estate industry organizations including being a Member of the ULI Global Exchange Council and is a frequent speaker at industry conferences and seminars. Mr. Patel was named by the Commercial Observer in March 2014 as a member of its “Power 100” list honoring top commercial real estate professionals.

Clark B. Briner

Clark B. Briner

Founder & Principal

REVERE CAPITAL

Clark B. Briner is the Founder and the Principal of Revere Capital. Mr. Briner started his real estate career in 1997 when he made his first multifamily real estate investment. He then joined MacFarlan Capital Partners, an institutional private equity real estate firm, where he was a Director. After years in private equity, Mr. Briner moved to New York City as a senior investment banker at Deutsche Bank, where he served on the private equity real estate team, as well as the new business underwriting committee. Over his years in investment banking, he has participated in traditional public market capitalizations and executions, real estate mergers and acquisitions and workout and restructuring assignments. During his real estate career, Mr. Briner has had significant institutional experience on both the principal investment and investment banking side. Mr. Briner has also served as an owner, lender, operator, sponsor and equity partner.
Prior to Mr. Briner’s real estate career, he served in several political positions on both the state and federal level. Mr. Briner holds a BS with honors from Texas Tech and an MBA in Finance from the Cox School of Business at Southern Methodist University.

Adam Weissburg

Moderator:

Adam Weissburg

Chair of Capital Markets

COX CASTLE NICHOLSON

Adam is the Chair of the Capital Markets Team. Since joining the firm in 1993, he has represented borrowers and lenders in all facets of real estate finance. His lending clientele ranges from local banks to some of the larger banking institutions in the United States, along with insurance companies and private lenders. On the borrower side, Adam represents local developers, institutional owners of real estate, and public and private REITs. The spectrum of real estate products on which he has worked includes raw land, retail, office, multi-family, hotel and timeshare, and simple and complex, fee and ground leased premises.

Adam prides himself on having a team of lawyers that can handle large and smaller loans. Staffing efficiencies allow him and his team to represent both lenders and borrowers in loans ranging as low as a few million dollars, while still having the resources and experience to handle loans that routinely exceed $100 million. Although a resident in Los Angeles and having handled a multitude of California transactions, he acts as lead counsel on transactions throughout the United States.

2:45 pm
URBANIZATION & MILLENNIAL CULTURE SHIFTING REAL ESTATE INVESTMENT STRATEGIES

Cultural values and advancements in technologies have had major implications for real estate investment strategies. Even as margins tighten, opportunities are changing daily, forcing new market adaptations. So where and how are investors finding returns in this evolving environment?

  • Current state of the real estate cycle and expectations on where we’re headed
  • Millennial moves to urban centers resulting in stronger real estate value
  • Hubs of talent in technology and engineering directly reflecting market value and city growth
  • How will cities evolve under the influence of millennial cultural demands? Which asset classes will thrive in a future centered on niche business models and technology?
  • Is current pricing sustainable in urban centers, or are we on the edge of a downturn?
  • How are interest rate adjustments, the new tax law, and economic shifts from increased consumer confidence affecting investment strategies and rates of return?
  • Best diversification strategies with current sky high pricing from strong millennial and baby boomer demand paired with weak supply
Jeff Brown

Jeff Brown

Director

BLACKROCK REAL ASSETS

Jeff Brown, Director, is a member of the Investment Management team within BlackRock's Real Estate Equity Group. Mr. Brown is responsible for all aspects of the Firm's transaction activity throughout the Western United States including acquisitions and dispositions of investments on behalf of various accounts of the Firm.

Mr. Brown has 13 years of real estate experience and his service with the firm dates back to 2004, including his years with State Street Research (SSR) Realty, which merged with BlackRock in 2005. During his career, Mr. Brown has worked on the acquisition of 86 investments with a combined value of over $4.2 billion. He has worked on direct property acquisitions as well as joint ventures across office, retail, industrial, multi-family, and single family product types with core, value-add, and opportunistic investment strategies. In addition, he has closed 21 dispositions with a combined sale price of over $1.5 billion.

Mr. Brown is a member of the International Council of Shopping Centers. He earned a BS degree in business administration with an emphasis in finance from the University of Colorado, Boulder in 2004.

Sean Burton

Sean Burton

CEO

CITYVIEW

Sean Burton has over 15 years of experience in real estate and equity investments and has been with CityView since 2003. Burton manages CityView’s platform and operations and chairs the investment committees for CityView’s two Blackstone funds and its Los Angeles Urban Fund. Prior to joining CityView, Burton was vice president of corporate business development and strategy at Warner Bros. Before that, Burton was an attorney in the real estate and corporate groups of O’Melveny & Myers, LLP and served in the White House during the Clinton Administration. He is a graduate of University of California, Irvine and New York University School of Law.

Yat-Pang Au

Yat-Pang Au

CEO & Founder

VERITAS INVESTMENTS

A San Francisco Bay Area native with nearly two decades of real estate investment and management experience, Mr. Au has led Veritas Investments since founding the company in 2007. He is responsible for the operations of the company and its subsidiaries. Prior to founding Veritas, he was CEO of AEC Alarms and held executive positions at several technology firms.

Albert Pura

Albert Pura

Senior Director – Investment Group

ARA | AMERICAN REALTY ADVISORS

Albert Pura is ARA’s Senior Director, Investment Group, responsible for sourcing new core and high yield investment opportunities in the San Francisco Bay Area and Pacific Northwest regions.

Mr. Pura has been an ARA team member for 11 years. In his former position as an Operational Portfolio Manager, Mr. Pura was involved with the development and implementation of the overall portfolio management strategy, including acquisition and disposition activity for ARA’s largest commingled fund. Prior to joining ARA, Mr. Pura was a Vice President of RREEF, where he co-managed a private REIT overseeing fund operations, as well as management of industrial assets in select markets in the Western United States. Before that, Mr. Pura was a Market Research Analyst for Julien J. Studley.

Mr. Pura has over 20 years of real estate experience and earned a B.A. degree from the University of California, San Diego.

Jeff Butler

Moderator:

Jeff Butler

Speaker

AUTHOR & TEDx SPEAKER ON MILLENNIAL'S

Jeff Butler is a speaker, author and passionate millennial who helps organizations improve their relationships with millennial employees. You may have see on him on Forbes, USA Weekly, or on the TED stage. A native Californian and raised in Silicon Valley, he graduated from UC Berkeley with a degree in Computer Science. During his time in college, he was training for the Olympics under 3 time Olympian Tore Gustafsson, but left that pursuit because software engineering paid more. Unlike other experts on millennials, Jeff has been in the trenches of what it means to be a millennial and what it takes to retain and keep them engaged. With Jeff ‘s versatile background, he has addressed companies like Amazon and Google as well as thousands of professionals across the North America.

3:15 pm
CHAIRMAN'S REMARKS AND NETWORKING RECEPTION
Michael Morris

Michael Morris

Director

EISNERAMPER LLP

Michael Morris is a Director of Business Development, specializing in accounting, tax, and consulting services across a broad range of industries including financial services, real estate, and family offices. Mike is a seasoned executive with more than 30 years of experience in investment and development strategies; markets and competitive trends analysis and planning; acquisition, divestiture and joint venture analysis and planning; domestic and international business negotiations; management leadership and mentoring; and relationship management and team building. He formerly served in leadership positions for a number of private equity and investment bank entities, as well as helping FedEx build its platform for 22 years.

 

Speakers

Keynote Speaker

Senator Scott Wiener

Senator Scott Wiener

District 11

CALIFORNIA STATE SENATE

 

Elected in November 2016, Senator Scott Wiener represents District 11 in the California State Senate. District 11 includes all of San Francisco, Broadmoor, Colma, and Daly City, as well as portions of South San Francisco.

In the Senate, Senator Wiener works hard to make housing more affordable by confronting California’s severe housing shortage;to invest in our transportation systems, including improving and expanding our public transportation systems; to increase access to healthcare, including reproductive healthcare; to support working families, including expanding paid family leave, childcare, and quality public education; to support California's nightlife culture and economy; to meaningfully address climate change and the impacts of drought by expanding clean energy and modernizing our water system; to reform the criminal justice system and reduce gun violence; to reduce California’s alarmingly high poverty rate; and to safeguard and expand the rights of all communities, including immigrants and the LGBT community.
During his first year in the Senate, Senator Wiener passed 11 bills that were signed into law, including a landmark bill to streamline housing approvals in cities not meeting their housing goals. The bill, Senate Bill 35, was central to a broad housing package that will make it easier to build housing and generate billions in new funding for affordable housing.

Senator Wiener serves as Chair of the Senate Human Services Committee, where he is working to expand California’s social safety net, including leading an effort to stem California’s high rates of food insecurity and youth homelessness. He also serves on the Transportation and Housing Committee, the Energy, Utilities and Communications Committee, the Appropriations Committee, and the Public Safety Committee.

Before his election to the Senate, Senator Wiener served as a member of the San Francisco Board of Supervisors, where he authored a number of first-in-the-nation laws, including mandating fully paid parental leave for working parents, requiring water recycling and solar power in new developments, and banning public spending in states with anti-LGBT hate laws. A regular transit rider, Senator Wiener authored and passed a ballot measure to tie public transportation fundingand pedestrian/bike improvements to population growth, resulting in a significant fundingincrease for San Francisco’s light-rail and bus systems as well as its bike network. His work on housing included legislation to streamline the approval of affordable housing, allow for the construction of new in-law units, and increase protections for tenants.

Senator Wiener has represented San Francisco on a number of regional bodies including the Metropolitan Transportation Commission, the Golden Gate Bridge, Highway and Transportation District, and the San Francisco Bay Restoration Authority. He served as Chair of the San Francisco County Transportation Authority.
Before being elected to the Board of Supervisors, Senator Wiener served as a Deputy City Attorney in the San Francisco City Attorney's Office, where he represented San Francisco in court (ranging from trial courts to the United States Supreme Court) and supervised a team of trial attorneys. He served as Chairman of the San Francisco Democratic Party. A leader in San Francisco’s LGBT community, Senator Wiener co-chaired the Alice B. Toklas LGBT Democratic Club, BALIF (the Bay Area’s LGBT bar association), and the San Francisco LGBT Community Center, as well as serving on the national board of directors of the Human Rights Campaign.
Wiener received a bachelor’s degree from Duke University and a law degree from Harvard Law School. He spent a year in Chile on a Fulbright Scholarship doing historical research. Wiener has lived in San Francisco’s Castro neighborhood for over 20 years.

 

Clair Brown

Clair Brown

Professor of Economics

UNIVERSITY OF CALIFORNIA, BERKELEY

Dr. Clair Brown is Professor of Economics and Director of the Center for Work, Technology, and Society at the University of California, Berkeley. Prof Brown is a past Director of the Institute of Industrial Relations (IRLE) at UCB. Clair has published research on many aspects of how economies function, including high-tech industries, development engineering, the standard of living, wage determination, poverty, and unemployment. Her books include American Standards of Living, 1919-1988, and Chips and Change: How crisis reshapes the semiconductor industry. Clair’s contributions to the field of Labor Economics were recognized by the Labor and Employment Relations Association, who awarded her their Lifetime Achievement Award in 2010. Clair’s economic approach and life as an economist is published in Eminent Economists II – Their Life and Work Philosophies (Cambridge University Press, 2013).

In 2013 at UC Berkeley, Clair helped create a new program called Development Engineering, for graduate students in engineering and economics to develop their multidisciplinary skills for designing, building, and evaluating new technologies to help developing regions.

In 2011, Clair began teaching an undergraduate seminar on Buddhist Economics at UC Berkeley. Buddhist economics integrates global sustainability and shared prosperity to provide a holistic model of economic behavior and well-being. Her book Buddhist Economics: An enlightened approach to the dismal science (Bloomsbury Press, 2017) grew out of the course. One aspect of this work is the development of a measure of economic performance based on the quality of life, and to estimate it for state of California. This index integrates measurements of inequality and environmental degradation as well as value of nonmarket activities and consumption to provide an inclusive measurement of sustainable economic performance to guide policy.

You can listen to Clair’s presentation to the Commonwealth Club on Creating Quality of Life in a Sustainable Global Economy, May 12, 2016: http://www.commonwealthclub.org/events/archive/podcast/creating-quality-life-sustainable-global-economy
Book trailer (2 min): https://youtu.be/88RX5A2iezs
Blogs, podcasts, reviews at http://buddhisteconomics.net/

Kenneth McCarthy

Kenneth McCarthy

Principal Economist

CUSHMAN & WAKEFIELD

Ken McCarthy has been with Cushman & Wakefield since August 2006. As Principal Economist, he works with the Chief Economist on C&W’s U.S. economic position and presents it to the public. As the Applied Research Lead, Ken is responsible for preparing cutting edge research about the outlook for commercial real estate in the Americas.

Before becoming Principal Economist with Cushman & Wakefield, Ken served as Chief Economist of The Center for Innovative Entrepreneurship. Prior to this role he was the Chief Economist for vFinance, Inc. where he oversaw all of the company’s economic analysis and research. He’s headed the Economic Intelligence Company (EIC) that provided economic analysis and advice to Fortune 500 firms and also served as Vice President of Rinfret Associates, Inc. for 14 years.

Richard T.G. Price

Richard T.G. Price

CEO - Asia Pacific

CBRE GLOBAL INVESTORS

Richard Price is Chief Executive Officer – Asia Pacific of CBRE Global Investors and is responsible for the Firm’s business activities in the region, encompassing over $6.5 billion of investments on behalf of the firm’s Global, Institutional Investor clients. Mr. Price chairs the Asia Pacific Regional Management Board and Investment Committee. He is also a member of the Firm’s Global Executive Committee and Global Investment Committee. In his role Mr. Price is responsible for the management and growth of the firm’s relationships with institutional investors in the Asia Pacific region.

Mr. Price joined ING Real Estate Investment Management (acquired by CBRE in 2011) in 1996 and was appointed to his current role in July 2008 having spent the previous four years as a Managing Director of ING Clarion, based in New York. He began his real estate career in 1993 and has lived and worked in Asia, Europe and the United States. Mr. Price serves as a Trustee, Foundation Governor and member of the Global Board of the Urban Land Institute as well as a member of the ULI Asia Pacific Executive Committee. He is a member of the Executive Board of ANREV and past Board Member of AFIRE.
Mr. Price is a member of the Board of Wonder Work, a New York based charity dedicated to providing life changing surgeries to disadvantaged children around the world and a Non-Executive Director of Chaoray, a Hong Kong based China data center investment and operating business.

Mr. Price earned a Joint Honors degree from the University of Leeds in the UK and speaks fluent Mandarin Chinese.

Yat-Pang Au

Yat-Pang Au

CEO & Founder

VERITAS INVESTMENTS

A San Francisco Bay Area native with nearly two decades of real estate investment and management experience, Mr. Au has led Veritas Investments since founding the company in 2007. He is responsible for the operations of the company and its subsidiaries. Prior to founding Veritas, he was CEO of AEC Alarms and held executive positions at several technology firms.

Christopher Flick

Christopher Flick

Executive Vice President, Portfolio Manager

PIMCO

Mr. Flick is an executive vice president in the portfolio management group in the Newport Beach office, focusing on commercial real estate investments. Prior to joining PIMCO in 2011, he structured real estate transactions throughout the U.S. as a vice president for acquisitions/originations and portfolio management at Lowe Enterprises. Christopher holds an MBA and an undergraduate degree from the University of California, Berkeley.

Jim Ratner

Jim Ratner

Managing Director

STOCKBRIDGE REAL ESTATE FUNDS

Jim Ratner focuses on acquisitions, portfolio management and firm administration. Mr. Ratner has 21 years of real estate industry experience. From 2003 to 2005, he was Senior Vice President (later Executive Vice President) and Chief Financial Officer at American Financial Realty Trust, a publicly-traded REIT focused on properties leased to banks and other financial institutions. From 1991 through 2003, Mr. Ratner served in various positions at PaineWebber and its predecessor, including as a Managing Director in PaineWebber’s Real Estate Investment Banking Group. In this role, he was instrumental in the formation of Stockbridge’s first commingled opportunity fund. Mr. Ratner has a B.A. and a B.S.E. from the University of Pennsylvania’s College of Arts and Sciences and Wharton School, respectively, and a J.D. and M.B.A. from the University of Michigan. He is registered as a non-practicing attorney in the State of New York.

David Madrid

David Madrid

Principal

HIGHMORE

David Madrid is a Principal at Highmore, where he focuses on the firm’s real estate activities. He is primarily responsible for developing relationships with real estate operators, structuring investments and overseeing the management of the firm’s real estate strategies.

Prior to joining Highmore, David was the Founder and Managing Director of Madrid Group, a real estate investment firm that worked with family offices and ultra-high net worth individuals pursuing opportunistic investment strategies to build a long-term portfolio of high-quality, generational real estate assets. He focused on investments across the entire risk-adjusted return spectrum in multiple product types and geographies where reposition, development, and renovation created value over the investment term.

David has participated in over $1 billion of real estate opportunities comprising more than 3 million square feet. David has been a frequent industry panelist and has spoken at institutional real estate, family office, private wealth and private equity executive conferences. In addition, David serves as an advisor for a privately held company that provides global corporate workplace and real estate solutions to some of the largest corporations in the world.

Earlier in his career, David worked for mid-cap companies launching real estate focused business units to drive top-line and bottom-line results, increase brand goodwill and expand market share. Prior thereto, he practiced architecture with several award-winning firms.

David earned an M.Arch from the University of Pennsylvania with a Certificate in Real Estate Design and Development and a B.S. in Architecture from the University of Nevada Las Vegas.

 

Tim Albinson

Tim Albinson

Co-founder & Managing Partner

EMERGENT CAPITAL PARTNERS

Justin Guichard

Justin Guichard

Managing Director

OAKTREE CAPITAL

Mr. Guichard is a managing director at Oaktree, which he joined in 2007. Mr. Guichard focuses on real estate-related transactions across the capital structure, and co-leads the Structured Finance team. His responsibilities include investing capital out of Oaktree’s Real Estate Debt, Real Estate Opportunities and Global Credit Strategies. Prior to Oaktree, Mr. Guichard worked for Barrow Street Capital which, he joined in 2005. Mr. Guichard began his career in Merrill Lynch & Co.’s Real Estate Investment Banking group. Mr. Guichard received a B.A. degree from University of California, Los Angeles, where he was an Alumni Scholar, and an M.B.A. from MIT’s Sloan School of Management.

Ash Baraghoush

Ash Baraghoush

Director Acquisitions

HANOVER FINANCIAL

Mr. Baraghoush serves as a Director Acquisitions at Hanover Financial, LLC. He is responsible for identifying and evaluating joint venture equity opportunities for value-add and development multifamily projects. Mr. Baraghoush previously spent four years with Ares Management originating and structuring senior mortgages, mezzanine, preferred equity and common equity for multifamily real estate transactions. Prior to Ares, Mr. Baraghoush worked at QVT Mount Auburn Capital and at Hanover Financial Company. Mr. Baraghoush began his career at Bank of America in its Global Corporate Investment Banking division.
Mr. Baraghoush holds a Bachelor of Arts in Economics, with a minor in Accounting, from UCLA.

Sean Burton

Sean Burton

CEO

CITYVIEW

Sean Burton has over 15 years of experience in real estate and equity investments and has been with CityView since 2003. Burton manages CityView’s platform and operations and chairs the investment committees for CityView’s two Blackstone funds and its Los Angeles Urban Fund. Prior to joining CityView, Burton was vice president of corporate business development and strategy at Warner Bros. Before that, Burton was an attorney in the real estate and corporate groups of O’Melveny & Myers, LLP and served in the White House during the Clinton Administration. He is a graduate of University of California, Irvine and New York University School of Law.

Jay Weinstein

Jay Weinstein

Managing Partner, Markets & Segments

EISNERAMPER

Jay Weinstein is the Managing Partner of Markets and Segments with responsibility for executing business strategies for existing markets and segments, and identifying emerging opportunities. He is also Partner-in-Charge of the firm’s New Jersey office. With over 25 years of experience, Jay possesses significant expertise in the real estate and technology sectors, and in serving closely held businesses.

Previously, Jay was the Partner-in-Charge of the firm’s Philadelphia office. He maintains ties to the Philadelphia area, serving his long-time client base and staying involved in local organizations.

Jay is a member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants. He serves on the Board of Directors of the Newark Art Museum and the Free Library of Philadelphia Foundation. In addition, he is a member of the Board of Trustees of Albert Einstein Healthcare Network and is the Treasurer of Federation Housing, Inc. Jay serves on the Executive Committee of the Temple University Accounting Circle. He is a former Chairperson of the March for Babies for the Middlesex County, NJ chapter of the March of Dimes.

Dean Allara

Dean Allara

Vice Chairman

BRIDGE INVESTMENT GROUP

Dean Allara serves as Vice Chairman of Bridge Investment Group and head of the Capital Markets Group. He has 29 years of experience in the real estate investment process including analyzing, raising capital, acquiring, financing, developing, managing, improving and selling properties. Mr. Allara is responsible for capital raising, investment analysis, and investor relations. Allara is directly responsible for investing in over US$2 billion dollars in real estate assets. Property types include multifamily and single family residential, commercial, seniors housing, resort golf properties, hotel, and retail properties. Allara has been with Bridge Investment Group since March 2009, where he is involved in raising capital from high net worth individuals, family office and institutional partners in addition to responsibilities related to ownership, investment analysis, development, asset management, investor relations, and legal & tax issues. Allara is also responsible for real property development including permits and zoning, master planning, debt financing, insurance, construction management, home owners’ association management, marketing and residential sales. Previous experience includes a ten-year career with Trace Digital, a leading global supplier of software manufacturing equipment, where he rose from a Regional Sales Manager to President and CEO. Mr. Allara earned his Bachelor of Science degree in Business Administration from the St. Mary’s College in 1984, which included one year at Loyola University of Rome, Italy. He also earned his Master of Business Administration from Santa Clara University in 1986 with a semester at the Tokyo University studying Business Law.

Jeff Brown

Jeff Brown

Director

BLACKROCK REAL ASSETS

Jeff Brown, Director, is a member of the Investment Management team within BlackRock's Real Estate Equity Group. Mr. Brown is responsible for all aspects of the Firm's transaction activity throughout the Western United States including acquisitions and dispositions of investments on behalf of various accounts of the Firm.

Mr. Brown has 13 years of real estate experience and his service with the firm dates back to 2004, including his years with State Street Research (SSR) Realty, which merged with BlackRock in 2005. During his career, Mr. Brown has worked on the acquisition of 86 investments with a combined value of over $4.2 billion. He has worked on direct property acquisitions as well as joint ventures across office, retail, industrial, multi-family, and single family product types with core, value-add, and opportunistic investment strategies. In addition, he has closed 21 dispositions with a combined sale price of over $1.5 billion.

Mr. Brown is a member of the International Council of Shopping Centers. He earned a BS degree in business administration with an emphasis in finance from the University of Colorado, Boulder in 2004.

Matt Haley

Matt Haley

Executive Vice President

MILLER GLOBAL PROPERTIES

Matt is an Executive Vice President overseeing equity investments in the Mid-Atlantic and Texas markets for Miller Global’s discretionary fund series. Previously Matt was a Managing Principal at Pearlmark Real Estate Partners, with responsibility for equity investment and portfolio management activities. During his tenure at Pearlmark, Matt was involved in over $8 billion in real estate transactions across the U.S. Prior to joining Pearlmark, Matt held senior positions at LaSalle Partners, JMB Realty Corporation and KPMG Peat Marwick. Matt earned his BS from the University of Dayton and a MBA from the University of Chicago. He is a member of the Urban Land Institute (ULI) and National Association of Real Estate Investment Trusts (NAREIT).

Heinz Blennemann

Heinz Blennemann

Principal

BLENNEMANN FAMILY INVESTMENTS

As principal at his family office, Blennemann Family Investments, Heinz is a global investor in private equity, private debt, real estate, and technology, with a passion for networking with others. He serves on the Advisory Faculty at the Campden Institute for Private Investors (an educational family office network) and on the Emerging Manager Sub-Committee at the Institutional Limited Partners Association (a network of LP's in private equity). Heinz began his career in technology, building a technology team at Juniper Networks and teaching engineering at Stanford University as a consulting professor.

Sujan Patel

Sujan Patel

Managing Director and Co-Head of US Investment Management

COLONY NORTHSTAR

Mr. Patel is based in New York and is responsible for overseeing the sourcing, structuring and execution of Colony NorthStar’s opportunistic equity, debt and strategic investments across all asset types and geographies. Prior to the formation of Colony NorthStar in January 2017, Mr. Patel was Managing Director and Co-Head of
Investments at NorthStar Asset Management Group (NorthStar) where he was directly involved in or oversaw $21Bn+ of closed transactions. Prior to joining NorthStar in 2007, Mr. Patel was with Thayer Lodging Group, a lodging dedicated private equity firm, focusing on all aspects of sourcing, acquiring, financing and disposing of over $2Bn of hotel investments. Mr. Patel began his career at Morgan Stanley in their investment banking division based in New York. Mr. Patel received a BA in Engineering Sciences modified with Economics from Dartmouth College. He serves on the Advisory Board of the NYU Schack Institute of Real Estate and is a member of the Board of Advisors of the Graaskamp Center for Real Estate at the Wisconsin School of Business. Mr. Patel sits on the Major Decision Committee of Island Hospitality Management and on the Board of SteelWave, a San Francisco Bay Area-based full-service commercial real estate management and operating company. In addition, Mr. Patel is involved in several real estate industry organizations including being a Member of the ULI Global Exchange Council and is a frequent speaker at industry conferences and seminars. Mr. Patel was named by the Commercial Observer in March 2014 as a member of its “Power 100” list honoring top commercial real estate professionals.

Todd Hankin

Todd Hankin

Partner

EISNERAMPER

Todd S. Hankin is the Partner-in-Charge of the Audit and Assurance Practice in California. Todd sees clients challenged by today’s complex regulatory environment and accounting and financial reporting requirements. Drawing on more than 20 years of experience, his contribution to helping clients includes bringing a fresh perspective and creative approach to problem-solving that includes challenging assumptions and making timely observations and recommendations. Todd specializes in financial services, working closely with clients including hedge, private equity and real estate funds, registered investment advisors and commercial and consumer finance and leasing companies.


Throughout Todd’s career, he has benefited from strong mentors and role models and is passionate about helping to develop the next generation of leaders. He shares his knowledge and experiences within the firm and the industry through professional development programs and participation as a speaker, moderator and panelist at key conferences and events.

Prior to joining the firm, Todd implemented accounting policies for capital markets transactions involving unique derivatives structures at a major national bank. He began his career with the Financial Services Group of a large international accounting firm, where he focused on auditing banks and savings and loans.

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.

Louis A. Harrison

Louis A. Harrison

Partner

BELVERON PARTNERS

Mr. Harrison oversees sourcing opportunities, joint ventures, acquisitions, and directs marketing and communications. Louis is an integral part of Belveron’s transactional activities; from purchasing assets to fundraising over $300M of discretionary equity in the past three years.

Belveron Partners, LLC is a privately held real estate investment firm with a focus on preserving affordable and workforce housing across the United States. Founded in 2006 by Paul Odland, Belveron has invested in more than 250 properties in 32 states, representing more than 25,000 affordable homes. Our capital investments have provided meaningful liquidity to thousands of limited and general partners in concert with our preservationist goals. Our double-bottom-lined investment process has yielded positive results for our investors and communities we serve.

Michael Morris

Michael Morris

Director

EISNERAMPER LLP

Michael Morris is a Director of Business Development, specializing in accounting, tax, and consulting services across a broad range of industries including financial services, real estate, and family offices. Mike is a seasoned executive with more than 30 years of experience in investment and development strategies; markets and competitive trends analysis and planning; acquisition, divestiture and joint venture analysis and planning; domestic and international business negotiations; management leadership and mentoring; and relationship management and team building. He formerly served in leadership positions for a number of private equity and investment bank entities, as well as helping FedEx build its platform for 22 years.

 

Frank Liu

Frank Liu

Senior Director

CANYON PARTNERS REAL ESTATE LLC

Frank Liu, Senior Director of Canyon Partners Real Estate LLC, is responsible for originating, underwriting, structuring and executing debt and equity investments in the Northeast and Northwest regions. Mr. Liu joined Canyon in 2011 and has over 18 years of real estate experience in acquisitions, finance and asset management that span across a range of platforms and product types. Prior to joining Canyon, Mr. Liu was a Vice President at O&S Holdings, LLC, a privately held retail developer based in Los Angeles, where he was responsible for the company’s financing and restructuring activities. Mr. Liu has also previously held positions at Federal Realty Investment Trust, Lowe Enterprises and The JBG Companies. Mr. Liu is a graduate of Georgetown University (B.A. Economics and Government) and The Fuqua School of Business at Duke University (M.B.A.).

Robert Schweizer

Robert Schweizer

CIO

VIRTUS REAL ESTATE CAPITAL

Robert Schweizer, Chief Investment Officer, is responsible for leading the Virtus Acquisitions and Asset Management teams in overseeing underwriting, due diligence, closing and ultimately property level operations to assure fund objectives are met. Prior to joining Virtus, Mr. Schweizer served as Chief Executive Officer of MPC Properties, a joint venture between Bank of America/ Merrill Lynch and MPC Holdings, which became one of the largest real estate development companies in Southeastern Europe. From 1999 to September 2010, he worked at Merrill Lynch, where he became Director of the Global Principal Investments Group in London, England in 2002 and was head of all Merrill Lynch real estate investments in Central Europe, Spain and Scandinavia. He began his finance career in New York as an analyst at JP Morgan Chase Securities and then CIBC World Markets. Mr. Schweizer received a B.B.A. in Finance from Boston College, where he played on the university soccer team.

 

Albert Pura

Albert Pura

Senior Director – Investment Group

ARA | AMERICAN REALTY ADVISORS

Albert Pura is ARA’s Senior Director, Investment Group, responsible for sourcing new core and high yield investment opportunities in the San Francisco Bay Area and Pacific Northwest regions.

Mr. Pura has been an ARA team member for 11 years. In his former position as an Operational Portfolio Manager, Mr. Pura was involved with the development and implementation of the overall portfolio management strategy, including acquisition and disposition activity for ARA’s largest commingled fund. Prior to joining ARA, Mr. Pura was a Vice President of RREEF, where he co-managed a private REIT overseeing fund operations, as well as management of industrial assets in select markets in the Western United States. Before that, Mr. Pura was a Market Research Analyst for Julien J. Studley.

Mr. Pura has over 20 years of real estate experience and earned a B.A. degree from the University of California, San Diego.

Clark B. Briner

Clark B. Briner

Founder & Principal

REVERE CAPITAL

Clark B. Briner is the Founder and the Principal of Revere Capital. Mr. Briner started his real estate career in 1997 when he made his first multifamily real estate investment. He then joined MacFarlan Capital Partners, an institutional private equity real estate firm, where he was a Director. After years in private equity, Mr. Briner moved to New York City as a senior investment banker at Deutsche Bank, where he served on the private equity real estate team, as well as the new business underwriting committee. Over his years in investment banking, he has participated in traditional public market capitalizations and executions, real estate mergers and acquisitions and workout and restructuring assignments. During his real estate career, Mr. Briner has had significant institutional experience on both the principal investment and investment banking side. Mr. Briner has also served as an owner, lender, operator, sponsor and equity partner.
Prior to Mr. Briner’s real estate career, he served in several political positions on both the state and federal level. Mr. Briner holds a BS with honors from Texas Tech and an MBA in Finance from the Cox School of Business at Southern Methodist University.

Jeff Butler

Jeff Butler

Speaker

AUTHOR & TEDx SPEAKER ON MILLENNIAL'S

Jeff Butler is a speaker, author and passionate millennial who helps organizations improve their relationships with millennial employees. You may have see on him on Forbes, USA Weekly, or on the TED stage. A native Californian and raised in Silicon Valley, he graduated from UC Berkeley with a degree in Computer Science. During his time in college, he was training for the Olympics under 3 time Olympian Tore Gustafsson, but left that pursuit because software engineering paid more. Unlike other experts on millennials, Jeff has been in the trenches of what it means to be a millennial and what it takes to retain and keep them engaged. With Jeff ‘s versatile background, he has addressed companies like Amazon and Google as well as thousands of professionals across the North America.

Jesse Gundersheim

Jesse Gundersheim

Market Economist- San Francisco

COSTAR GROUP INC.

Jesse Gundersheim is a market economist for CoStar Group, the leading provider of commercial real estate information, analytics and online marketplaces. Jesse provides client advisory services and maintains market reports for CoStar’s Market Analytics, the most powerful solution designed to help owners, investors, property managers, and lenders minimize risk and maximize returns. Jesse regularly speaks at industry events to discuss his findings, and has been quoted in the San Francisco Chronicle, San Francisco Business Times, Bloomberg, and BisNow.
Jesse was raised in Marin County and studied finance at the University of Arizona in Tucson. He immediately jumped into real estate analysis following college, and has led market research departments at the brokerage firms of Grubb & Ellis, Studley, and DTZ. Jesse has also worked for private apartment investors, providing due diligence and pro-forma analysis. Jesse enjoys hiking in the North Bay in his free time, and has traveled to nearly 50 countries.

Alexander J. Pugh

Alexander J. Pugh

Partner

LUBIN OLSON

Alexander J. Pugh is a Partner in Lubin Olson's Real Estate, Business, Finance and Workouts, and Construction Law Practice Groups.

Mr. Pugh represents clients in a wide range of real estate and business transactions, including debt and equity financing, real estate acquisitions and sales, real estate construction and development, commercial and industrial leasing and ground leases, workouts, mortgage loan repurchase transactions, and UCC and mortgage foreclosures. He represents private equity funds, hedge funds, corporate and individual developers and owners of office, multi-family, retail, hotel, industrial, recreational and high end residential real estate, mortgage and mezzanine lenders, and other public and privately-held companies investing in or using real estate. Mr. Pugh also has particular expertise in matters relating to California broker licensing.

Before joining Lubin Olson, Mr. Pugh practiced in the real estate and finance group at Gibson, Dunn & Crutcher LLP in San Francisco. Mr. Pugh lives with his wife, son and daughter in San Francisco.

Mr. Pugh was honored by Thompson Reuters as a Northern California Super Lawyer “Rising Star” in 2016 and 2017.

Adam Weissburg

Adam Weissburg

Chair of Capital Markets

COX CASTLE NICHOLSON

Adam is the Chair of the Capital Markets Team. Since joining the firm in 1993, he has represented borrowers and lenders in all facets of real estate finance. His lending clientele ranges from local banks to some of the larger banking institutions in the United States, along with insurance companies and private lenders. On the borrower side, Adam represents local developers, institutional owners of real estate, and public and private REITs. The spectrum of real estate products on which he has worked includes raw land, retail, office, multi-family, hotel and timeshare, and simple and complex, fee and ground leased premises.

Adam prides himself on having a team of lawyers that can handle large and smaller loans. Staffing efficiencies allow him and his team to represent both lenders and borrowers in loans ranging as low as a few million dollars, while still having the resources and experience to handle loans that routinely exceed $100 million. Although a resident in Los Angeles and having handled a multitude of California transactions, he acts as lead counsel on transactions throughout the United States.

Miles Imwalle

Miles Imwalle

Chair of Environment & Energy Group

MORRISON FOERSTER

Miles Imwalle is a partner in the Environment and Energy Group. His practice focuses on all aspects of the land development process, including land use entitlements, compliance issues, and litigation. Mr. Imwalle advises clients on the development of commercial, residential, mixed-use, and renewable energy projects throughout California, and in the land use aspects of financing real estate acquisitions and developments, including zoning, land use, permitting, and environmental matters. He frequently assists clients with preparing environmental review documents required under the California Environmental Quality Act (CEQA) and the National Environmental Policy Act, as well as defending clients' environmental review documents in both administrative and judicial proceedings.

Mr. Imwalle's practice also focuses on evolving legislation related to climate change, such as AB 32 (The Global Warming Solutions Act) and SB 375, and addressing climate change under CEQA. In the climate change arena, his focus is on the impact of such legislation on land use decision-making and strategies for minimizing legal risks related to climate change.

Mr. Imwalle maintains an active environmental practice, counseling clients on environmental risks that arise during the sale of a business or transfer of property, particularly risks associated with potential liability under federal and state statutes such as CERCLA, RCRA, the Clean Water Act, and California's Porter-Cologne Water Quality Control Act. Mr. Imwalle conducts and coordinates environmental due diligence assessments, including the retention and supervision of environmental consultants, and advises on strategies for addressing and allocating liability risks for contaminated properties, including drafting and negotiating applicable representations and warranties and contract language. He also assists with resolution of issues identified in the course of due diligence.

Mr. Imwalle is on the editorial board for Trends, the newsletter for the Environment, Energy and Resources section of the American Bar Association.

Mr. Imwalle is recommended by Legal 500 US (2014–2016) in the areas of land use and zoning; environment: litigation and transactional/regulatory; and alternative/renewable energy. SuperLawyers has also recognized him as a “Rising Star” in land use and zoning (2009–2013). In 2012, The Recorder named Mr. Imwalle among its 50 “Fast Track” lawyers, a list that recognizes California attorneys whose early accomplishments indicate they will be tomorrow’s top lawyers and leaders.

Mr. Imwalle graduated with honors from Dartmouth College. He earned his J.D. from New York University School of Law where he served as an articles editor for the New York University Environmental Law Journal.

Jim Wunderman

Jim Wunderman

President & CEO

BAY AREA COUNCIL

Jim Wunderman is President and CEO of the Bay Area Council, a CEO-led public policy organization focused on making the San Francisco Bay Area and Silicon Valley the most globally competitive and economically productive region in the world. Since becoming President and CEO in April 2004, Jim has honed the Bay Area Council’s regionalist approach to advocacy in the key areas that impact the Bay Area’s economy and competitiveness, including: Business Climate, Education, Infrastructure, Healthcare, Transportation, Renewable Energy, Sustainability, Land Use, and Cyber security. The organization has received consistent acclaim for providing business leadership on these and other issues.

Jim has led the Bay Area Council’s efforts to promote the Bay Area’s global leadership, including hosting the Asia-Pacific Economic Conference in 2011, opening two offices in China (Shanghai and Hangzhou) and being selected in 2013 by Governor Jerry Brown to open the State of California’s official trade office in China.

Jim has played an instrumental role in securing federal, state and regional funding for major transportation projects completed or under construction. He has worked to support education improvement at all levels, with a particular focus on the use of data systems to inform decision making, as well as the early educational needs of young children. Under his leadership, the Bay Area Council has continued to play a key role in efforts to achieve consensus-based solutions to California’s water challenges, and is leading the region’s business community in the effort to make sure the economy is a primary driver of regional planning and sustainability efforts.

With Jim at the helm, the Bay Area Council has continued its tradition of working in partnerships to bridge the divides between economic, environmental and social equity interests. The Bay Area Council-led “Bay Area Family of Funds” raised over $200 million to direct investments into business and projects with double and trip bottom lines. The Bay Area Council worked constructively to provide important input to AB32, California’s landmark Global Warming Solutions Act of 2006, and SB375, another innovative state law designed to create sustainable communities through integrated regional land use and transportation planning to reduce vehicle trips and greenhouse gases. Following passage of the law, Jim was appointed by California Air Resources Board Chair Mary Nichols to the committee that developed the implementation standards that were adopted and now govern the regional “Sustainable Community Strategies.”

In 2009, in response to continuing evidence of dysfunction in California state government, Jim proposed holding a Constitutional Convention, which received major attention at the state, national and international levels, and was featured in media outlets including CNN, the Economist, and the New York Times. The idea was endorsed by several newspapers including the San Francisco Chronicle, San Jose Mercury News, and Los Angeles Times, and set the stage for discussions on how best to make California’s government workable, contributing to several state initiatives aimed at improving California’s government effectiveness.

Jim proposed holding a World Expo at Moffett Field in Silicon Valley, joining former Governor Arnold Schwarzenegger in September 2010 in an announcement making California’s interest in the bid process official. Governor Jerry Brown has subsequently reinforced the state’s interest. A report by the Bay Area Council Economic Institute showed that such an event, similar to the one recently held in Shanghai, could bring $5.6 billion in economic activity to the Bay Area. Jim also drove the Bay Area Council’s efforts to support and deliver the America’s Cup to San Francisco Bay in 2013. And Jim served on the Host/Organizing Committee that succeeded in bringing Super Bowl L to the Bay Area in 2016.

During Jim’s tenure, the Bay Area Council’s membership has expanded significantly, as has the engagement of major business leaders throughout the region in the organization’s public policy agenda. The Bay Area Council holds major policy forums and focused discussions on key issues, organizes meetings with international leaders on trade and related matters, and regularly introduces business leaders to government officials, including elected representatives and agency heads at all levels. He has built strong working relationships with the Bay Area’s regional agencies including BART, the Metropolitan Transportation Commission (MTC), the Association of Bay Area Governments (ABAG), the Bay Area Air Quality Management District (BAAQMD) and the Bay Conservation and Development Commission (BCDC). He also has established strong, cooperative ties with other regional business and economy focused groups in California, the United States, and internationally.

Prior to his work at the Bay Area Council, Jim’s career from 1984 to 2004 was split between both the private and public sectors. He served as Chief of Staff to San Francisco Mayor Frank M. Jordan from 1992-95, responsible for overseeing all departmental and budgetary functions, and management of the Mayor’s Office. In an earlier City Hall stint he served as Special Assistant to Mayor Dianne Feinstein, from 1983-1987, with his duties including oversight of the city’s utility, the Public Utilities Commission, and the Department of Public Works. From 1988 through 1991, he served as Vice President and General Manager of two major waste collection, disposal and recycling firms in the Bay Area under its parent, Recology, Inc (formerly Norcal Waste Systems). From 1997-2004 he served as Senior Vice President for External Affairs at Providian Financial Corporation, a publicly traded, Fortune 500 company headquartered in San Francisco with major operations in Oakland, Pleasanton and Fairfield, CA. Reporting to the General Counsel, Jim’s responsibilities included the management of communications (internal and external), federal and state government affairs, community relations, and philanthropy.

During his career, Jim has served on numerous boards and commissions. Key among them, he served as Chairman of the San Francisco Chamber of Commerce, Treasurer of the California Child Care Resource and Referral Network, and as a member of the California Pacific Medical Center Board. He currently serves as Chair of the California Preschool Business Advisory Council and on the boards of the East Bay Zoological Society (Oakland Zoo), Bridge Housing Corporation, Fisher Center for Real Estate & Urban Economics, Sierra Energy, and TMG Partners.

Jim is a Visiting Professor at the UC Davis Graduate School of Management, teaching a course in Executive Leadership. He is a graduate of San Francisco State University, majoring in political science, and received an Associate’s Degree in Business Administration from Kingsborough College, City University of New York. Jim resides in Contra Costa County with his wife, Kristina. He has four children.

Martha Ryan

Martha Ryan

Founder and Executive Director

HOMELESS PRENATAL PROGRAM

Martha Ryan’s journey to creating the Homeless Prenatal Program (HPP) began in Africa. After a 10-year stint as an ICU nurse at San Francisco General Hospital, Ryan returned to Africa, where she had been a teacher for the Peace Corps years before. In Somalia and the Sudan, Ryan worked in refugee camps where she created a Community Health Outreach Program, a program she would later replicate at HPP. In 1989, Ryan founded HPP to provide free prenatal care to at-risk pregnant women. In that first year, HPP provided prenatal care to 72 women. Twenty-nine years later, HPP has a staff of 80 (half former clients) that serves 4,000 families annually.

Ryan holds an M.P.H., Maternal and Child Health, from the University of California, Berkeley and a B.A. in Modern Languages from the University of San Francisco. She has received numerous honors for her work including an honorary doctorate from University of San Francisco, a CNN Hero Award, a James Irvine Foundation Leadership Award, the Robert Wood Johnson Foundation’s Community Health Leadership Award and the San Francisco Foundation’s Community Leadership Award.

 

Jenny Liu

Jenny Liu

Partner

PILLSBURY

Jenny Liu is a partner in the firm's Corporate and China practices. She splits her time between the firm's San Francisco, Shanghai and Beijing offices.

Jenny advises growing companies on their operations in the United States and China in various industries, including internet and telecom, software, energy, education, medical devices, and consumer services. She also represents private and public companies, financial institutions, private equity firms and venture funds in commercial and corporate transactions, including equity financings, loan and credit agreements, cross-border mergers and acquisitions, and the formation and structuring of direct investments in the United States and China.

Laura Foote Clark

Laura Foote Clark

Executive Director

YIMBY ACTION

YIMBY Action empowers community stakeholders to advocate for subsidized affordable and market rate housing, with the ultimate goal of bringing down the cost of housing in San Francisco and the Bay Area. We believe many of our current policies have far reaching unintended negative consequences, often falling most heavily on San Francisco’s vulnerable populations. Low density zoning increases homelessness and displacement while driving up the cost of living for everyone.

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Media Partners

Debtwire

Debtwire, an Acuris company, is the leading provider of expert news, data and analysis on global leveraged credit. Our end-to-end coverage goes behind the scenes from primary issuance to the first sign of stress through restructuring and beyond. With global breadth and local depth, Debtwire's award-winning editorial, research and legal analyst teams produce original content that helps subscribers make more informed decisions. Subscribers trust Debtwire - the pioneer in the market - for comprehensive coverage across geographies, companies and asset classes.

SmartMoneyMatch

SmartMoneyMatch connects the global investment community. For alignment of interest in the investment field, SmartMoneyMatch.com offers two main functionalities:

1. Investments can be classified (as are products on eBay), and you can specify your supply or demand and give other users the opportunity to search for investments according to given relevant criteria for the investment process. Additionally, you can make a request for proposal (RFP) within the given criteria, and potential suppliers can state which kind of RFP they are willing to respond.

2. Users can mutually connect with one another on the platform. This functionality is similar to that of LinkedIn, focusing on criteria relevant to the investment industry. (At registration, you can choose who will be able to see your information.)

DuniaFintech

DuniaFintech is online media specializing about technology and startup financial technology. Now we are focusing on bringing fintech related news and providing advertising services on technology, property, cryptocurrency, and other ads that allow to appear in the online media DuniaFintech.com.

Blau Journal

Blau Journal is a Global Real Estate News content platform featuring the latest in company news, deals and commentary from Industry Professionals. We publish a variety of content online for our global readers including user submitted content, native content and aggregated news from various industry sources. Our platform is the destination for “All Things Real Estate” both commercial and residential. Our goal is to Provide a “Voice” for Real Estate Industry Professionals.

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.

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.

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.

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.

Financial Poise

Financial Poise has one mission: to provide reliable and plain English business, financial, and legal intelligence and continuing education to investors, private business owners, executives, and their respective trusted advisors. All of our content is created by proven experts in their respective fields, who are invited to our Faculty only after we vet their credentials. Our editorial staff then works with them to make sure that what they produce is easily understandable and digestible. Go to https://www.financialpoise.com/ to learn more about Financial Poise.

The FinTech Professionals Association

The FinTech Professionals Association’s mission is to bring the traditional financial services world together with new and emerging financial technology companies to expand opportunities, share ideas, network and shape the future of the industry.

The FinTech Pro’s are comprised of FinTech entrepreneurs and professionals from across the globe, representing financial institutions as well as new insurgents in areas such as banking, real estate and property tech, lending, AI, online investing, regtech and a host of other industries . Our goal is to create a vibrant online community that aggregates FinTech centric events, news and resources from around the globe while creating a vast network of established and emerging professionals.

Family Office Magazine

Family Office Magazine is a widely distributed and visually stunning magazine that is a premier gateway to the Family Office and HNWI Community. The publication has contributions and articles from some of the most prominent Family Offices, Private Banks and Wealth Management Firms in the World.

Forbes Real Estate Investor

Forbes Real Estate Investor is a premium monthly newsletter focusing on U.S. publicly-traded REITs. The editor, Brad Thomas, is the #1 analyst on Seeking Alpha where his articles generate over 5 million annual pageviews. Thomas has been feautured in Forbes. Kiplinger's, Barron's, Fox Business, and CNN.

Hedge Fund Alert

Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself -- sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at www.HFAlert.com, or call 201-659-1700.

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

Peer2Peer Finance News

Peer2Peer Finance News (P2PFN) is the first online and print monthly magazine dedicated purely to the UK’s fast-growing peer-to-peer finance industry. With dedicated personal finance, SME and industry news sections, it is a portal for anyone interested in peer-to-peer finance, whether they are working within the industry itself, an investor, or a borrower. The emphasis is on high-quality, timely, exclusively-sourced content that provides insightful analysis into the sector. For UK residents we are extending a complimentary subscription to our monthly print magazine. To subscribe please send an email to info@p2pfinancenews.co.uk. For all other countries please send an email toinfo@p2pfinancenews.co.uk, and we will advise you on applicable shipping fees.


Julia Morgan Ballroom Julia Morgan Ballroom

Julia Morgan Ballroom

465 California Street, 15th Floor

San Francisco, CA

 

(415) 966-0367

https://juliamorganballroom.com/

 

We are pleased to be hosting the upcoming Summit at the historic Julia Morgan Ballroom. Strategically positioned amid fine hotels, notable restaurants, cultural attractions and the energy of the City’s financial epicenter, the Ballroom offers guests the best of everything San Francisco has to offer, including excellent walkability, numerous public transportation options and abundant evening parking.

 

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

  • Register by
    Main Conference
  • March 5, 2018
    $799
  • March 15, 2018
    $899
  • April 15, 2018
    $999
  • April 26, 2018
    $1,099
Register Now!

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