About The Conference:

iGlobal Forum is pleased to present the upcoming Real Estate Joint Ventures Dealmakers Meeting, taking place on Wednesday, June 6th, 2018 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.

Real Estate Joint Ventures Dealmakers Meeting

Key topics that will be covered:

  • Workshop A: How to Structure and Negotiate a Joint Venture Real Estate Deal: 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: An A to Z Analysis of Sources of JV Equity: This workshop will explore the range of equity providers and the most appropriate options for joint ventures. It will drill down into the opportunities and challenges for each group.         
  • Workshop C: Best Practice Approaches to Joint Venture Exit Strategies: While joint ventures offer flexibility in terms of allowing multiple partners to work together on a given project or in a particular business, challenges arise when one or more parties may want to leave the company at the end of the venture. This session will guide you through the lowest risk approaches to designing and executing your exit strategy.

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

Michael Bernstein

Michael Bernstein

Principal- Acquisitions & Asset Management

ARTEMIS REAL ESTATE PARTNERS

Mr. Bernstein is a Principal and sits on the firm's Investment Committee. Mr. Bernstein is responsible for developing and implementing acquisition and asset management activities of Artemis. Mr. Bernstein is based in New York City.

Prior to joining Artemis, Bernstein worked for seven years at Brickman, where he most recently was a Managing Director overseeing the firm’s acquisition efforts throughout the U.S. He has significant experience investing in office properties.

Previously, Bernstein was a Senior Investment Manager at Hines responsible for investing separate account capital throughout the east coast. Prior to joining Hines, he worked for CIBC World Markets where he was responsible for underwriting, originating, and structuring fixed and floating rate mortgages. Bernstein started his career at Arthur Andersen where he focused on performing due diligence for CMBS loans.

He is a Certified Public Accountant and holds a B.S. in Accounting from Binghamton University.

G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

3 SISTERS SUSTAINABLE MANAGEMENT

G. Benjamin Bingham CFP™ is the author of Making Money Matter…Impact Investing to Change the World. He is also the founder of 3Sisters Sustainable Management (www.3sistersinvest.com ), an RIA with its own family of proprietary impact investment strategies and pipeline. i His writing and his work with Impact Investing draws on broad experience as an artist, bio-dynamic farmer, Waldorf teacher and co-founder of three social enterprises: 1) From 28-34 a farm based campus for young people who wanted a college experience without intellectual academics; 2) from 43-46 a biological healthcare company and 3) from 46-present a workflow technology firm focused on personalizing healthcare. He became an investment advisor to his network of socially minded investors at Legg Mason in 2001 and an independent money manager since 2007. His intent is to help investors understand what they own and transition to investments that match their real values

Rob Bolandian

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

Mr. Bolandian has 25 years of investment management experience across a broad range of asset classes, including private equity, hedge funds, long/short equity, real estate, fixed income and mergers and acquisitions. Rob helped structure and build a de novo multi-billion dollar family office in order to deploy capital on behalf of a single family. He held several C-Level positions and his responsibilities included developing investment initiatives targeting growth, capital preservation and/or income maximization, depending on the individual family member's risk/return profile. Rob also helped oversee and manage direct principal investments in the Transportation, Energy and Financial sectors.

Prior to the single family office, Mr. Bolandian was a Senior Executive Vice President at MBNA, a $35 billion mono line credit card institution. Mr. Bolandian reported to the Chairman, and provided him with personalized analytics on the financial services industry, macroeconomic environment and competitive landscape. Mr. Bolandian worked on the company's Merger & Acquisitions deal team and was responsible for executing on company acquisitions. Rob was also a member of the Senior Operating Committee, which was formed to continually implement best practices across the organization.

Rob also has experience trading and managing equity portfolios, S&P futures portfolios, fixed income and merger arbitrage portfolios. Mr. Bolandian's stock picking was based on deep bottoms-up fundamental research. His portfolios are built to reflect a blend of deep value and GARP and were geared for absolute return.

Mr. Bolandian has his Series 79 & 63 licenses and resides in Westport, Connecticut.

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 comprising over 7.3 million square feet. Prior to founding Auerbach Funds and the Auerbach Opportunity Fund I, Peter was the Chief Investment Officer of ALTO Real Estate Funds. During his tenure, ALTO Fund II purchased 36 assets with a value of over $540 million. Prior, Peter worked in real estate acquisitions for Wexford Capital, a $4 billion private equity and hedge fund, whose portfolio consisted of over $1 billion in property value during Peter’s tenure. Peter was the Head of Acquisitions for Property Resources Corporation, a New York multi-family owner-operator, and was Head of Financial Analysis for Grubb & Ellis in New York.

Peter started his career in the investment banking and asset management divisions of Merrill Lynch and Credit Suisse. He was formerly an adjunct professor at New York University and currently sits on the board of United Cerebral Palsy of New York. Peter holds a BS in Finance from Lehigh University where he graduated as Senior Class President.

 

Diego Hodara

Diego Hodara

Founder & CEO

TITANIUM REALTY GROUP LLC

DIEGO HODARA is the founder and CEO of Titanium Realty Group, a real estate investment and development company focused on mix-use and residential real estate assets in the metropolitan area of New York. He is also a partner at W Designe Inc. a construction and mill-work company.

Diego has more than eighteen years of experience in all aspects of the real estate development process, from market research, acquisition, strategic development, financing, design, construction and property management. In addition to holding several multi-unit rental buildings, he is currently developing in stages more than 350 units in Jersey City representing a total development cost of 100 million dollars. During the process, Diego has paid off several acquisitions and construction loans.

Prior to founding Titanium Realty Group, Diego was involved as a senior manager in several large scale developments including ground-up projects not only in the NYC but also in Latin America such as Sheraton Hotel in Montevideo Uruguay, a 25 story building with post-tension concrete slab system. He also worked for Miriam Development, a family company in NYC, managing more than 200 workers and the construction of more than 150 ground up 3 to 4 story townhouses, which includes close to 500,000 SF, throughout Brooklyn, Bronx and part of Manhattan. Recently, Diego has raised several millions of dollars from Latin America investing in real estate development currently all focused in Jersey City.

 

Hugh Macdonnell

Hugh Macdonnell

Managing Director

CLARION PARTNERS

Hugh Macdonnell, equity owner and Managing Director, is the Head of Client Capital Management for Clarion Partners. He is a member of the Firm's Executive Board, Investment Committee and Operating Committee. He is responsible for the Firm’s client relationships and capital raising, both domestic and international. Hugh joined Clarion Partners in 2011 and began working in the industry in 1991.

 

Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

Kurt Carlton is the CTO of Sherman Bridge Lending, a finance company designed to fulfill the needs of borrowers who invest in “value-add” single-family homes. His ground floor understanding of this expanding niche real estate market has aided in the development of a successful loan product that blends an acquisition loan with distinctive add-on financing for property repairs. Kurt has also been heavily involved in distressed SFR markets as a co-founder of New Western Acquisitions, having purchased and resold thousands of properties the company is considered the 2nd fastest growing middle-market company in Texas according to the Dallas Business Journal.

Company Summary: Sherman Bridge Lending began offering loans for value-add single-family residential real estate in 2009 with products designed exclusively for real estate investors. Due to the relative simplicity of the lending process and a lack of deeply experienced operators in the SFR investment niche Sherman Bridge Lending has seen unprecedented growth since conception. www.ShermanBridge.com.

Andy Charles

Andy Charles

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

Paul Doocy

Paul Doocy

Co-Head of Real Estate

HQ CAPITAL

Travis Feehan

Travis Feehan

Principal

NORMANDY REAL ESTATE PARTNERS

Sponsors

Media Partners

REIDIN.com
Albourne Village
Debtwire
Blau Journal
DuniaFintech
Financial Poise
SmartMoneyMatch
BarclayHedge
Peer2Peer Finance News
CM Alert
RE Alert
Preqin
Family Office Networks
The FinTech Professionals Association
Family Office Magazine
Forbes Real Estate Investor

WORKSHOP A:

HOW TO STRUCTURE AND NEGOTIATE A JOINT VENTURE REAL ESTATE DEAL

Wednesday June 6, 2018

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:

  • Advantages of a well-structured JV: flexibility, capital allocation and shareholder value creation for both REITs and corporations
  • Opportunities for domestic and international institutional real estate buyers
  • Developing a blueprint for a joint venture with multiple stakeholders versus a single investor or specialty business
  • Decision making and profit distributions, leadership, management and governance
  • Examining the nuts and bolts of a real estate joint venture: from acquisition to ownership, financing, development across all real estate asset classes 
  • Partner selection – defining criteria and aligning strategies and objectives
  • Identifying and allocating obligations, risks and responsibilities across stakeholders
  • Advice in aligning the joint venture with your corporate infrastructure
  • Best practices in due diligence, tax structuring and corporate governance
  • Resolution management and effective exit strategies

Diego Hodara Diego Hodara
Founder & CEO
TITANIUM REALTY GROUP LLC

DIEGO HODARA is the founder and CEO of Titanium Realty Group, a real estate investment and development company focused on mix-use and residential real estate assets in the metropolitan area of New York. He is also a partner at W Designe Inc. a construction and mill-work company.

Diego has more than eighteen years of experience in all aspects of the real estate development process, from market research, acquisition, strategic development, financing, design, construction and property management. In addition to holding several multi-unit rental buildings, he is currently developing in stages more than 350 units in Jersey City representing a total development cost of 100 million dollars. During the process, Diego has paid off several acquisitions and construction loans.

Prior to founding Titanium Realty Group, Diego was involved as a senior manager in several large scale developments including ground-up projects not only in the NYC but also in Latin America such as Sheraton Hotel in Montevideo Uruguay, a 25 story building with post-tension concrete slab system. He also worked for Miriam Development, a family company in NYC, managing more than 200 workers and the construction of more than 150 ground up 3 to 4 story townhouses, which includes close to 500,000 SF, throughout Brooklyn, Bronx and part of Manhattan. Recently, Diego has raised several millions of dollars from Latin America investing in real estate development currently all focused in Jersey City.

 

Kurt Carlton Kurt Carlton
CTO
SHERMAN BRIDGE LENDING

Kurt Carlton is the CTO of Sherman Bridge Lending, a finance company designed to fulfill the needs of borrowers who invest in “value-add” single-family homes. His ground floor understanding of this expanding niche real estate market has aided in the development of a successful loan product that blends an acquisition loan with distinctive add-on financing for property repairs. Kurt has also been heavily involved in distressed SFR markets as a co-founder of New Western Acquisitions, having purchased and resold thousands of properties the company is considered the 2nd fastest growing middle-market company in Texas according to the Dallas Business Journal.

Company Summary: Sherman Bridge Lending began offering loans for value-add single-family residential real estate in 2009 with products designed exclusively for real estate investors. Due to the relative simplicity of the lending process and a lack of deeply experienced operators in the SFR investment niche Sherman Bridge Lending has seen unprecedented growth since conception. www.ShermanBridge.com.

Andy Charles Andy Charles
Partner
KRAMER LEVIN NAFTALIS & FRANKEL LLP

WORKSHOP B:

AN A TO Z ANALYSIS OF SOURCES OF JV EQUITY

Wednesday June 6, 2018

12:30 pm to 2:30 pm

This workshop will explore the range of equity providers and the most appropriate options for joint ventures. It will drill down into the opportunities and challenges for each group. It will also look at:

  • Identifying different types of equity providers; Insurance Companies, Pension Funds, Endowments, Sovereign Wealth Funds, REITs, Family Offices, Merchant Banks, Real Estate Funds, Private Equity Funds, Hedge Funds. Crowdfunding Platforms, EB-5, Regional Centers, Corporate Trade
  • Focus and appetite of the different groups
  • Special considerations to take into account for structuring per each group
  • Difference in promote, preference and risk for different groups
  • Outlook for capital flows from each source of equity

Rob Bolandian Rob Bolandian
Partner, Global Head of Investment Banking
CAMBRIDGE WILKINSON

Mr. Bolandian has 25 years of investment management experience across a broad range of asset classes, including private equity, hedge funds, long/short equity, real estate, fixed income and mergers and acquisitions. Rob helped structure and build a de novo multi-billion dollar family office in order to deploy capital on behalf of a single family. He held several C-Level positions and his responsibilities included developing investment initiatives targeting growth, capital preservation and/or income maximization, depending on the individual family member's risk/return profile. Rob also helped oversee and manage direct principal investments in the Transportation, Energy and Financial sectors.

Prior to the single family office, Mr. Bolandian was a Senior Executive Vice President at MBNA, a $35 billion mono line credit card institution. Mr. Bolandian reported to the Chairman, and provided him with personalized analytics on the financial services industry, macroeconomic environment and competitive landscape. Mr. Bolandian worked on the company's Merger & Acquisitions deal team and was responsible for executing on company acquisitions. Rob was also a member of the Senior Operating Committee, which was formed to continually implement best practices across the organization.

Rob also has experience trading and managing equity portfolios, S&P futures portfolios, fixed income and merger arbitrage portfolios. Mr. Bolandian's stock picking was based on deep bottoms-up fundamental research. His portfolios are built to reflect a blend of deep value and GARP and were geared for absolute return.

Mr. Bolandian has his Series 79 & 63 licenses and resides in Westport, Connecticut.

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 comprising over 7.3 million square feet. Prior to founding Auerbach Funds and the Auerbach Opportunity Fund I, Peter was the Chief Investment Officer of ALTO Real Estate Funds. During his tenure, ALTO Fund II purchased 36 assets with a value of over $540 million. Prior, Peter worked in real estate acquisitions for Wexford Capital, a $4 billion private equity and hedge fund, whose portfolio consisted of over $1 billion in property value during Peter’s tenure. Peter was the Head of Acquisitions for Property Resources Corporation, a New York multi-family owner-operator, and was Head of Financial Analysis for Grubb & Ellis in New York.

Peter started his career in the investment banking and asset management divisions of Merrill Lynch and Credit Suisse. He was formerly an adjunct professor at New York University and currently sits on the board of United Cerebral Palsy of New York. Peter holds a BS in Finance from Lehigh University where he graduated as Senior Class President.

 

G. Benjamin Bingham G. Benjamin Bingham
CEO & Founder
3 SISTERS SUSTAINABLE MANAGEMENT

G. Benjamin Bingham CFP™ is the author of Making Money Matter…Impact Investing to Change the World. He is also the founder of 3Sisters Sustainable Management (www.3sistersinvest.com ), an RIA with its own family of proprietary impact investment strategies and pipeline. i His writing and his work with Impact Investing draws on broad experience as an artist, bio-dynamic farmer, Waldorf teacher and co-founder of three social enterprises: 1) From 28-34 a farm based campus for young people who wanted a college experience without intellectual academics; 2) from 43-46 a biological healthcare company and 3) from 46-present a workflow technology firm focused on personalizing healthcare. He became an investment advisor to his network of socially minded investors at Legg Mason in 2001 and an independent money manager since 2007. His intent is to help investors understand what they own and transition to investments that match their real values

Paul Doocy Paul Doocy
Co-Head of Real Estate
HQ CAPITAL

WORKSHOP C:

BEST PRACTICE APPROACHES TO JOINT VENTURE EXIT STRATEGIES

Wednesday June 6, 2018

2:45 pm to 4:45 pm

While joint ventures offer flexibility in terms of allowing multiple partners to work together on a given project or in a particular business, challenges arise when one or more parties may want to leave the company at the end of the venture. The exit strategy you choose depends on company growth, the partners' financial situations and current industry conditions. This session will guide you through the lowest risk approaches to designing and executing your exit strategy.

  • Designing your exit strategy
  • The pitfalls and limitations of buy/sell agreements – examining more effective strategies
  • A guide to forced sales
  • An overview and analysis of lender issues
  • Impasse and deadlock – assessing your option
  • Exiting a real estate fund
  • Transfer restrictions

Hugh Macdonnell Hugh Macdonnell
Managing Director
CLARION PARTNERS

Hugh Macdonnell, equity owner and Managing Director, is the Head of Client Capital Management for Clarion Partners. He is a member of the Firm's Executive Board, Investment Committee and Operating Committee. He is responsible for the Firm’s client relationships and capital raising, both domestic and international. Hugh joined Clarion Partners in 2011 and began working in the industry in 1991.

 

Michael Bernstein Michael Bernstein
Principal- Acquisitions & Asset Management
ARTEMIS REAL ESTATE PARTNERS

Mr. Bernstein is a Principal and sits on the firm's Investment Committee. Mr. Bernstein is responsible for developing and implementing acquisition and asset management activities of Artemis. Mr. Bernstein is based in New York City.

Prior to joining Artemis, Bernstein worked for seven years at Brickman, where he most recently was a Managing Director overseeing the firm’s acquisition efforts throughout the U.S. He has significant experience investing in office properties.

Previously, Bernstein was a Senior Investment Manager at Hines responsible for investing separate account capital throughout the east coast. Prior to joining Hines, he worked for CIBC World Markets where he was responsible for underwriting, originating, and structuring fixed and floating rate mortgages. Bernstein started his career at Arthur Andersen where he focused on performing due diligence for CMBS loans.

He is a Certified Public Accountant and holds a B.S. in Accounting from Binghamton University.

Travis Feehan Travis Feehan
Principal
NORMANDY REAL ESTATE PARTNERS

Speakers

Michael Bernstein

Michael Bernstein

Principal- Acquisitions & Asset Management

ARTEMIS REAL ESTATE PARTNERS

Mr. Bernstein is a Principal and sits on the firm's Investment Committee. Mr. Bernstein is responsible for developing and implementing acquisition and asset management activities of Artemis. Mr. Bernstein is based in New York City.

Prior to joining Artemis, Bernstein worked for seven years at Brickman, where he most recently was a Managing Director overseeing the firm’s acquisition efforts throughout the U.S. He has significant experience investing in office properties.

Previously, Bernstein was a Senior Investment Manager at Hines responsible for investing separate account capital throughout the east coast. Prior to joining Hines, he worked for CIBC World Markets where he was responsible for underwriting, originating, and structuring fixed and floating rate mortgages. Bernstein started his career at Arthur Andersen where he focused on performing due diligence for CMBS loans.

He is a Certified Public Accountant and holds a B.S. in Accounting from Binghamton University.

G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

3 SISTERS SUSTAINABLE MANAGEMENT

G. Benjamin Bingham CFP™ is the author of Making Money Matter…Impact Investing to Change the World. He is also the founder of 3Sisters Sustainable Management (www.3sistersinvest.com ), an RIA with its own family of proprietary impact investment strategies and pipeline. i His writing and his work with Impact Investing draws on broad experience as an artist, bio-dynamic farmer, Waldorf teacher and co-founder of three social enterprises: 1) From 28-34 a farm based campus for young people who wanted a college experience without intellectual academics; 2) from 43-46 a biological healthcare company and 3) from 46-present a workflow technology firm focused on personalizing healthcare. He became an investment advisor to his network of socially minded investors at Legg Mason in 2001 and an independent money manager since 2007. His intent is to help investors understand what they own and transition to investments that match their real values

Rob Bolandian

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

Mr. Bolandian has 25 years of investment management experience across a broad range of asset classes, including private equity, hedge funds, long/short equity, real estate, fixed income and mergers and acquisitions. Rob helped structure and build a de novo multi-billion dollar family office in order to deploy capital on behalf of a single family. He held several C-Level positions and his responsibilities included developing investment initiatives targeting growth, capital preservation and/or income maximization, depending on the individual family member's risk/return profile. Rob also helped oversee and manage direct principal investments in the Transportation, Energy and Financial sectors.

Prior to the single family office, Mr. Bolandian was a Senior Executive Vice President at MBNA, a $35 billion mono line credit card institution. Mr. Bolandian reported to the Chairman, and provided him with personalized analytics on the financial services industry, macroeconomic environment and competitive landscape. Mr. Bolandian worked on the company's Merger & Acquisitions deal team and was responsible for executing on company acquisitions. Rob was also a member of the Senior Operating Committee, which was formed to continually implement best practices across the organization.

Rob also has experience trading and managing equity portfolios, S&P futures portfolios, fixed income and merger arbitrage portfolios. Mr. Bolandian's stock picking was based on deep bottoms-up fundamental research. His portfolios are built to reflect a blend of deep value and GARP and were geared for absolute return.

Mr. Bolandian has his Series 79 & 63 licenses and resides in Westport, Connecticut.

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 comprising over 7.3 million square feet. Prior to founding Auerbach Funds and the Auerbach Opportunity Fund I, Peter was the Chief Investment Officer of ALTO Real Estate Funds. During his tenure, ALTO Fund II purchased 36 assets with a value of over $540 million. Prior, Peter worked in real estate acquisitions for Wexford Capital, a $4 billion private equity and hedge fund, whose portfolio consisted of over $1 billion in property value during Peter’s tenure. Peter was the Head of Acquisitions for Property Resources Corporation, a New York multi-family owner-operator, and was Head of Financial Analysis for Grubb & Ellis in New York.

Peter started his career in the investment banking and asset management divisions of Merrill Lynch and Credit Suisse. He was formerly an adjunct professor at New York University and currently sits on the board of United Cerebral Palsy of New York. Peter holds a BS in Finance from Lehigh University where he graduated as Senior Class President.

 

Diego Hodara

Diego Hodara

Founder & CEO

TITANIUM REALTY GROUP LLC

DIEGO HODARA is the founder and CEO of Titanium Realty Group, a real estate investment and development company focused on mix-use and residential real estate assets in the metropolitan area of New York. He is also a partner at W Designe Inc. a construction and mill-work company.

Diego has more than eighteen years of experience in all aspects of the real estate development process, from market research, acquisition, strategic development, financing, design, construction and property management. In addition to holding several multi-unit rental buildings, he is currently developing in stages more than 350 units in Jersey City representing a total development cost of 100 million dollars. During the process, Diego has paid off several acquisitions and construction loans.

Prior to founding Titanium Realty Group, Diego was involved as a senior manager in several large scale developments including ground-up projects not only in the NYC but also in Latin America such as Sheraton Hotel in Montevideo Uruguay, a 25 story building with post-tension concrete slab system. He also worked for Miriam Development, a family company in NYC, managing more than 200 workers and the construction of more than 150 ground up 3 to 4 story townhouses, which includes close to 500,000 SF, throughout Brooklyn, Bronx and part of Manhattan. Recently, Diego has raised several millions of dollars from Latin America investing in real estate development currently all focused in Jersey City.

 

Hugh Macdonnell

Hugh Macdonnell

Managing Director

CLARION PARTNERS

Hugh Macdonnell, equity owner and Managing Director, is the Head of Client Capital Management for Clarion Partners. He is a member of the Firm's Executive Board, Investment Committee and Operating Committee. He is responsible for the Firm’s client relationships and capital raising, both domestic and international. Hugh joined Clarion Partners in 2011 and began working in the industry in 1991.

 

Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

Kurt Carlton is the CTO of Sherman Bridge Lending, a finance company designed to fulfill the needs of borrowers who invest in “value-add” single-family homes. His ground floor understanding of this expanding niche real estate market has aided in the development of a successful loan product that blends an acquisition loan with distinctive add-on financing for property repairs. Kurt has also been heavily involved in distressed SFR markets as a co-founder of New Western Acquisitions, having purchased and resold thousands of properties the company is considered the 2nd fastest growing middle-market company in Texas according to the Dallas Business Journal.

Company Summary: Sherman Bridge Lending began offering loans for value-add single-family residential real estate in 2009 with products designed exclusively for real estate investors. Due to the relative simplicity of the lending process and a lack of deeply experienced operators in the SFR investment niche Sherman Bridge Lending has seen unprecedented growth since conception. www.ShermanBridge.com.

Andy Charles

Andy Charles

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

Paul Doocy

Paul Doocy

Co-Head of Real Estate

HQ CAPITAL

Travis Feehan

Travis Feehan

Principal

NORMANDY REAL ESTATE PARTNERS

Sponsors

Media Partners

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.

Albourne Village

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

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.

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.

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.

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.

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.)

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.

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.


CM Alert

Commercial Mortgage Alert: Every week, Commercial Mortgage Alert delivers money-making leads to professionals in real estate finance and securitization. The newsletter tips you off to the latest developments in the global CMBS market and the rest of the real estate debt arena. See for yourself by signing up for a three-week FREE trial subscription to Commercial Mortgage Alert. To start your no-risk trial, call 201-659-1700 or visit www.CMAlert.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.

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

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.

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.

New York, NY New York, NY

New York, NY

New York, NY

 

 

We are pleased to be hosting the upcoming Summit in New York.  Venue details will be announced shortly.

 

Guests are welcome to secure accommodations at the Park Lane Hotel, located in the vicinity of the event. 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.

 

  • Register by
    Individual Workshop
    Full Workshop Pass
  • March 31, 2018
    $249
    $599
  • April 30, 2018
    $299
    $699
  • May 15, 2018
    $349
    $799
  • June 6, 2018
    $399
    $899
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