Real Estate Joint Ventures Dealmakers Meeting

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About The Conference

iGlobal Forum is pleased to present the upcoming Real Estate Joint Ventures Dealmakers Meeting, taking place on Wednesday, June 14, 2017 in New York City. The model of real estate private equity firms doing joint ventures with developers and project sponsors is a time-honored tradition. Private equity firms rely on sponsors, with their deep knowledge of markets and sectors, to help populate their funds with deals. Likewise, sponsors count on private equity firms and other financial partners to fund their projects and help bring them to life. The popularity of real estate joint ventures is on the upswing due to a surplus of capital and a shortage of good deals. But today’s JVs are different—they’ve been shaped by painful lessons learned during the financial crisis, when many projects were either put on hold or abandoned. iGlobal Forum’s Real Estate Joint Ventures Dealmakers Meeting will give you greater insight into critical success factors for joint ventures in the current economic and real estate climate. These workshops provide an intimate format that is conducive to learning, sharing experiences, and finding potential business partners. You will meet and network directly with senior-level representatives from real estate private equity firms, developers and project sponsors, real estate owners & operators, senior & mezzanine lenders, institutional investors and family offices, asset managers and allocators, attorneys and accountants.

Key Topics Covered

  • Workshop A: Anatomy of a Real Estate Joint Venture: Size, Structure & Strategy: Joint ventures between project sponsors and financial partners are proving to be the differentiating factor between success and failure in an increasingly pricey and competitive CRE market. This workshop will introduce you to the fundamentals of real estate JVs, highlighting how they have changed since the financial crisis.
  • Workshop B: Joint Venture Direct Investment vs. Investment Funds: Joint ventures offer a great potential for reward and are a strategic way for investors to innovate, enter new markets, and accelerate growth. Finding the right real estate investment can be difficult and costly, which is why joint venture partnerships may ease the complexity. For those investors that seek more understanding of direct investment partnership or transactions, this workshop and case-study will outline a focused approach of direct investment.
  • Workshop C: Navigating the Joint Venture Landscape Through Family Office Investing: Experienced practitioners from top Family Offices will share how they are standardizing their approach to joint ventures by aligning best practices and dedicating appropriate resources. This workshop and case study will outline the framework for a successful Family Office joint venture.

Network With Leading

  • Real Estate Private Equity Firms
  • Real Estate Developers & Project Sponsors
  • Real Estate Owners & Operators
  • Senior & Mezzanine Lenders
  • Institutional Investors & Family Offices
  • Asset Managers 
  • Attorneys & Accountants

Speakers

James R. Solomon

James R. Solomon

Managing Principal

RAVINIA CAPITAL GROUP

Mr. Solomon, managing partner of Chicago-based Ravinia Capital Group LLC (www.raviniagroup.com) is a 25 year real

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David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

David Eyzenberg is President of Eyzenberg& Company, a NYC-based real estate investment bank with core

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Peter J. Auerbach

Peter J. Auerbach

Founder & CEO

AUERBACH FUNDS

Peter Auerbach, Founder, and CEO, has personally overseen the acquisition of over $950 million of real estate

View More

Alexandra K. Levin

Alexandra K. Levin

Director, Municipal Securities Division

CITI

Alexandra Levin manages Citi Community Capital’s Strategic Investments platform, which is responsible for all

View More

Bohdy Hedgcock

Bohdy Hedgcock

Senior Vice President

CLARION PARTNERS

Bohdy Hedgcock is a Senior Vice President and Assistant Portfolio Manager for the Clarion Ventures funds, a series

View More

Gregory Rush

Gregory Rush

Managing Member

RUSH CAPITAL PARTNERS

Gregory Rush established Rush Capital Partners (“RCP”) in September of 2015 to focus on distressed, value-add

View More

Jeffrey Carswell

Jeffrey Carswell

Partner, Capital Markets

THE SHIDLER GROUP

Mr. Carswell is a Partner of The Shidler Group, a financier in the field of real estate investing debt and equity

View More

Paul Kang

Paul Kang

President/CIO

ALTACAP

Paul began his 25 year investment and merger advisory career at Goldman Sachs in New York. He also served as CEO

View More

Marcia Nelson

Marcia Nelson

Managing Director

ALBERLEEN GROUP

Marcia Nelson is Managing Director of Alberleen Family Office Solutions and is responsible for client marketing

View More

WORKSHOP A:

ANATOMY OF A REAL ESTATE JOINT VENTURE: SIZE, STRUCTURE & STRATEGY

Wednesday June 14, 2017 | 9:30 am to 11:30 am

Joint ventures between project sponsors and financial partners are proving to be the differentiating factor between success and failure in an increasingly pricey and competitive CRE market. This workshop will introduce you to the fundamentals of real estate JVs, highlighting how they have changed since the financial crisis. It will also bring the joint venture conversation to life by simulating a JV rollout, utilizing role-playing in a case study exercise to discuss:

  • Prevailing real estate JV models in use today and how the structure has evolved post-recession
  • Partnering criteria: roles and responsibilities, timeframe, size, structure, strategy, asset class, dollar amount and geography
  • Underwriting your JV deal: validating assumptions, valuation methodology, hold periods, exit strategies
  • Transaction due diligence: information gathering, designing a process, transaction execution
  • Structuring your JV deal: equity splits, fees, cash flow waterfalls, control rights, operational controls, dispute resolution and exit strategy
  • Alignment of interests: partnership agreements, financing requirements (equity/debt), guarantees, ongoing funding requirements, tax considerations
  • Understanding how JVs between project sponsors and private equity firms differ from deals between sponsors and institutional investors
  • Role-playing various scenarios: project is behind schedule or over budget, capital calls, loan restructuring, guarantees are called

This workshop is designed for those new to real estate JVs, or needing a refresher on how these partnerships have changed in recent years. Attendance is limited to allow for optimal interaction and enable deeper connections with the speakers as well as your peers.

David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

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Peter J. Auerbach

Peter J. Auerbach

Founder & CEO

AUERBACH FUNDS

View More

Bohdy Hedgcock

Bohdy Hedgcock

Senior Vice President

CLARION PARTNERS

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WORKSHOP B:

JOINT VENTURE DIRECT INVESTMENT VS. INVESTMENT FUNDS

Wednesday June 14, 2017 | 12:30 pm to 2:30 pm

Joint ventures offer a great potential for reward and are a strategic way for investors to innovate, enter new markets, and accelerate growth. However, some investors prefer direct investment joint-venture versus investment in real estate funds, given their professional criteria and cash flow needs. Finding the right real estate investment can be difficult and costly, which is why joint venture partnerships may ease the complexity. For those investors that seek more understanding of direct investment partnership or transactions, this workshop and case-study will outline a focused approach of direct investment, discussing:

  • Direct Investment versus Fund Investment: what do investors look for and why are their criteria different? 
  • Advantages and disadvantages offered by direct investment versus fund investment
  • Pros and cons: how do you source direct investment and why should you partner in a joint venture? 
  • Sponsorship and financial partners: finding partners for real estate investing joint ventures 
  • Pooling of capital for joint venture investing: points to consider, formulation, structuring, alignment of interests
  • Relationship versus transaction investment: joint venture objectives in the real estate relationship and understanding what everyone brings to the table
  • Structuring your JV deal: equity splits, fees, cash flow waterfalls, control rights, operational controls, dispute resolution and exit strategy
  • Alignment of interests: partnership agreements, financing requirements (equity/debt), guarantees, ongoing funding requirements, tax considerations
  • Best practices from real life case studies and decision-making role play

This workshop will give you deeper insight into what makes direct investment successful as a joint venture or independent investment, and provide an environment to develop connections. You’ll have the opportunity to meet with your peers, and leave with new contacts in the industry looking to develop partnerships.

Alexandra K. Levin

Alexandra K. Levin

Director, Municipal Securities Division

CITI

View More

Jeffrey Carswell

Jeffrey Carswell

Partner, Capital Markets

THE SHIDLER GROUP

View More

Gregory Rush

Gregory Rush

Managing Member

RUSH CAPITAL PARTNERS

View More

WORKSHOP C:

NAVIGATING THE JOINT VENTURE LANDSCAPE THROUGH FAMILY OFFICE INVESTING

Wednesday June 14, 2017 | 2:45 pm to 4:45 pm

Much has been recently written about the growth of family offices and their impact on real estate investment. They have been building their professional staffs to focus more on direct real estate investment, partnering with real estate sponsors/developers and also funds in sidecar investments. What makes their capital and relationship so attractive? How are they motivated by real estate transactions? Why is this occurring now in the real estate cycle? Experienced practitioners from top Family Offices will share how they are standardizing their approach to joint ventures by aligning best practices and dedicating appropriate resources. This workshop and case study will outline the framework for a successful Family Office joint venture and discuss the following:

  • Family Offices: what are they, how do they differ, and how do they work? 
  • What you need to consider when partnering with a Family Office and what they bring to the table
  • Trend or fad? The role of the family office going forward for real estate
  • Finding, attracting and partnering with Family Offices: their expectations vs. other join venture partner expectations
  • Investment objectives of Family Offices: What are their relationship and financial goals? When does their investment make sense?
  • How to successfully close deals with private capital versus institutional capital
  • Structuring your JV deal: equity splits, fees, cash flow waterfalls, control rights, operational controls, dispute resolution and exit strategy
  • Alignment of interests: partnership agreements, financing requirements (equity/debt), guarantees, ongoing funding requirements, tax considerations
  • How do Family Offices evaluate transactions? Is there a system in place?
  • How does a developer/sponsor benefit? Advantages/disadvantages to Family Office investment

This workshop will bring together Family Offices seeking deals with developers and sponsors seeking capital. The intimate format provides the optimal platform for interested parties to come together for learning, networking, and developing relationships.

James R. Solomon

James R. Solomon

Managing Principal

RAVINIA CAPITAL GROUP

View More

Paul Kang

Paul Kang

President/CIO

ALTACAP

View More

Marcia Nelson

Marcia Nelson

Managing Director

ALBERLEEN GROUP

View More

Media Partners

  • Register by

    Individual Workshop

    Full Workshop Pass

  • May 15, 2017

    $249

    $599

  • May 25, 2017

    $299

    $699

  • June 5, 2017

    $349

    $799

  • June 14, 2017

    $399

    $899

Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
The Plaza The Plaza

The Plaza

770 Fifth Avenue

New York, NY

 

(212) 759-3000

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

 

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

 

To make a reservation under the event room block, please contact the reservation department directly at 1-866-940-9361 and mention iGlobal Forum. Guests are also welcome to secure accommodations via our booking linkPlease note that the deadline for all reservations is June 9th, 2017.

Guests are welcome to secure accommodations at the neighboring Park Lane Hotel, located just down the block from The Plaza. To book a reservation via telephone at The Park Lane, please call 866-831-7211 & request that your reservations agent apply the iGlobal Forum Corporate Rate, or visit our personalized weblink for a 15% discount.

James R. Solomon

James R. Solomon

Managing Principal

RAVINIA CAPITAL GROUP

Mr. Solomon, managing partner of Chicago-based Ravinia Capital Group LLC (www.raviniagroup.com) is a 25 year real

View More

David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

David Eyzenberg is President of Eyzenberg& Company, a NYC-based real estate investment bank with core competencies

View More

Peter J. Auerbach

Peter J. Auerbach

Founder & CEO

AUERBACH FUNDS

Peter Auerbach, Founder, and CEO, has personally overseen the acquisition of over $950 million of real estate assets

View More

Alexandra K. Levin

Alexandra K. Levin

Director, Municipal Securities Division

CITI

Alexandra Levin manages Citi Community Capital’s Strategic Investments platform, which is responsible for all non-tax

View More

Bohdy Hedgcock

Bohdy Hedgcock

Senior Vice President

CLARION PARTNERS

Bohdy Hedgcock is a Senior Vice President and Assistant Portfolio Manager for the Clarion Ventures funds, a series of

View More

Gregory Rush

Gregory Rush

Managing Member

RUSH CAPITAL PARTNERS

Gregory Rush established Rush Capital Partners (“RCP”) in September of 2015 to focus on distressed, value-add and

View More

Jeffrey Carswell

Jeffrey Carswell

Partner, Capital Markets

THE SHIDLER GROUP

Mr. Carswell is a Partner of The Shidler Group, a financier in the field of real estate investing debt and equity

View More

Paul Kang

Paul Kang

President/CIO

ALTACAP

Paul began his 25 year investment and merger advisory career at Goldman Sachs in New York. He also served as CEO of

View More

Marcia Nelson

Marcia Nelson

Managing Director

ALBERLEEN GROUP

Marcia Nelson is Managing Director of Alberleen Family Office Solutions and is responsible for client marketing and

View More

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