7th Real Estate Mezzanine Financing Summit

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About The Conference

iGlobal Forum is pleased to announce the upcoming 7th Real Estate Mezzanine Financing Summit, taking place in New York on May 11th, to be run in conjunction with the Commercial Real Estate Debt Investment Summit. As regulatory requirements on the banking industry develop further and the lending demand goes unfulfilled, opportunities for mezz lenders in both commercial and residential real estate are on the rise. These expanding opportunities are attracting alternative competition in specialty lenders and online platforms to the space, so to combat the rising costs of mezz and competitors vying for deals, lenders are looking further into secondary, tertiary, and value-add assets. The 7th Real Estate Mezzanine Financing Summit will provide a forum to discuss how to find a balance between the cost of debt and the expected return for the upcoming year even on the advent of a potential downturn market, and provide networking opportunities with over 150 senior level executives leading the mezzanine financing industry. 

Key Topics Covered

  • Keynote interview on the real estate cycle and an evaluation of the capital stack
  • Understanding the borrower and mezzanine loan originator relationship
  • Update on new regulatory developments, and the impact banking regulations are having on mezzanine lending
  • The investor perspective citing where to find returns and the impact of the denominator effect
  • Finding returns in unexpected places: discussing available opportunities in small deals and tertiary markets vs. opportunities in primary geographies and assets
  • New mezzanine players, and alternatives to help you diversify your portfolio
  • Taking a domestic portfolio international – worldwide opportunities in public and private debt
  • Debate among economists on the macroeconomic environment, and an exclusive look at the future of the lending industry

Network With Leading

  • Mezzanine lenders
  • Senior lenders
  • Private equity firms
  • Hedge funds
  • Mortgage REITs
  • Real Estate Owners / Developers
  • Pension Funds& Endowments
  • Investment Banks
  • Law firms
  • Accounting firms
8:00 am - REGISTRATION & NETWORKING BREAKFAST

Registration to this conference will also grant you dual-access to the panel sessions at the CRE Debt Investing Summit: Private, Public & Preferred, which will be running concurrently (excludes workshops).

9:00 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
9:15 am - KEYNOTE INTERVIEW: THE REAL ESTATE CYCLE, AND RESPONSES TO THE DOWNTURN
  • Geographies and sectors that have proven the best returns so far in 2016
  • Discussing market volatility and an overview of the current state of the capital stack
  • Opportunities short-term mezz loans provide in the current market
  • Strategies to prepare for the next downturn, and responding to increased competition in a crowded marketplace
  • Retaining risk while facing turmoil and volatility in surrounding debt markets
Bruce Batkin

Bruce Batkin

CEO & Co-Founder

TERRA CAPITAL PARTNERS

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Allen Dickey

Interviewed By:

Allen Dickey

Shareholder

POLSINELLI

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10:00 am - THE RELATIONSHIP BETWEEN THE MEZZANINE BORROWER AND ORIGINATOR
  • Strategies for finding mutually agreeable terms
  • Challenges in capital raising for originations with market volatility and current cash liquidity, and continuing to find returns
  • Benefits for a borrower to make the move into mezz financing
  • Asset classes and development types in market demand proving to provide the best returns for both borrowers and originators
    • Focus on challenges and opportunities in construction
Mark Witt

Mark Witt

Managing Director

PEARLMARK

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Warren de Haan

Warren de Haan

Managing Partner

ACORE CAPITAL

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David Streicher, CFA

David Streicher, CFA

Partner

ROCKWOOD CAPITAL

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Andy Charles

Moderator:

Andy Charles

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

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10:45 am - MORNING NETWORKING BREAK

*One on One Structured Networking Session. Alongside the networking break, the event will be running a series of pre-arranged concise and focused meetings, where originators, investors, and borrowers will connect and evaluate the potential for mutual business endeavors. (Pre-registration is required to attend this session.)

11:30 am - DEVELOPMENTS IMPACTING THE MEZZANINE ENVIRONMENT- DOCUMENTATION AND DEAL STRUCTURING
  • How companies are responding to changing regulations
  • Exploring the impact Dodd Frank is having on the banks, and how mezzanine lenders are responding
  • The relationship between the senior lender and the mezzanine lender, and how this is affecting available opportunities on both sides
  • Strategies for your HVCRE in a downturn market
  • Exploring due diligence and deal structuring – what to expect for the rest of 2016
  • How Basel III is changing the landscape in mezzanine lending
Alan H. Pollack

Alan H. Pollack

Chairman

PROVIDENCE MANAGEMENT COMPANY, LLC

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Roger Yoo

Roger Yoo

Vice President

PINE RIVER CAPITAL MANAGEMENT

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Gary M. Zimmerman

Moderator:

Gary M. Zimmerman

Chief Underwriting Counsel, UCCPlus Division

FIDELITY NATIONAL TITLE GROUP

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12:15 pm - UNDERSTANDING THE INVESTOR PERSPECTIVE: RELATIVE VALUE OPPORTUNITIES
  • Exploring opportunities in mezz vs. CMBS and whole loans
  • The outlook for corporate bonds, and how this will impact the mezz environment
  • Considering the value of mezz loans in conjunction with ownership options as we approach a market downshift
  • Discussing the denominator effect and the impact it has had on both capital raising and the affordability of value-add opportunities vs. primary
  • Exploring who is here to stay: sovereign wealth funds and life companies, and their use of credit lines impacting the cost of capital relative to pricing
  • The use of leverage in debt funds as opposed to selling off an AP
  • Weighing the appeal between floating and fixed rates – finding returns while both sides suffer
Daniel Jacobson

Daniel Jacobson

Vice President, Direct Investment Group, Structured Investments

AEW CAPITAL MANAGEMENT

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Stephen Alpart

Stephen Alpart

Managing Director

PINE RIVER CAPITAL MANAGEMENT

View More

Julio Siberio

Julio Siberio

Vice President & Portfolio Manager

PIMCO

View More

Tal Bar-Or

Moderator:

Tal Bar-Or

Senior Managing Director

MERIDIAN CAPITAL GROUP

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

These sessions will provide you with a unique opportunity to discuss the most pertinent business trends in the mezzanine lending industry with your peers. These sessions are designed to open the floor to share your own expertise on the most relevant topics to you, and give you a chance to directly interact with experts leading the sector. Choose between one of the following sessions:

Roundtable 1

BUILDING OUT SMALL LOANS AND VALUE-ADD OPPORTUNITIES VS. PRIMARY MARKETS AND TRADITIONAL SECTORS

  • Appeal and affordability in small deals and secondary and tertiary markets – exploring opportunities that might be under the radar of traditional mezz and private equity lenders
  • Discuss acquisitions, redevelopments, and recapitalizations across markets
  • Challenges in negotiating transactions and dealing with competition in primary vs. secondary and tertiary markets
  • Successfully building out your portfolio with a mix of primary and secondary deals
  • Underwriting challenges given current uncertain capital market exits 
  • Deal structuring: mezzanine vs. preferred equity 
Mark Fogel

Mark Fogel

President & Chief Executive Officer

ACRES CAPITAL

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Glen Stein

Glen Stein

Partner

PENSAM FUNDING

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Roundtable 2

EXPLORING OPPORTUNITIES & SETBACKS ACROSS ASSET CLASSES

  • Continuing to find opportunity in hospitality: is there too much supply, or too much market overhang while investors are trying to sell at high yields?
  • Brick-and-mortar vs. internet sales affecting the retail sector – is the challenge worth the risk?
  • Geopolitical concerns influencing the office sector – the impact of oil and gas in China
  • Uncertainty in the multifamily sector, and the power of demographics
Brett Mufson

Brett Mufson

Head of Acquisitions

THE WITKOFF GROUP

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Tim Doherty

Tim Doherty

Executive Vice President

ISTAR

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3:00 pm - AFTERNOON NETWORKING BREAK
3:15 pm - ALTERNATIVE CAPITAL SOURCES JOINING THE MEZZANINE SPACE
  • Discuss the major shift in current lending trends, how this cycle varies from previous years, and what to expect for 2017
  • Using new alternatives in conjunction with mezzanine financing
  • Preferred equity and B Notes stepping in during the wake of new regulations, and how they compare to mezzanine
  • Discuss opportunities as the market revolves between cash and synthetic
  • Exploring how new competitors and niche lenders are entering a difficult and crowded space
  • Specialty lending companies originating new mezzanine loans, and the impact on the market
  • Online marketplace lending as a new competitor
John Randall

John Randall

Managing Director

PCCP LLC

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Jamie Henderson

Jamie Henderson

Chief Investment Officer, Alternative Investments

CORNERSTONE REAL ESTATE ADVISERS

View More

Jimmy Yung

Jimmy Yung

Managing Director

BLACKSTONE

View More

Ari Hirt

Moderator:

Ari Hirt

Managing Director, Debt and Equity Finance Group

MISSION CAPITAL ADVISORS

View More

4:00 pm - DEBATE ON THE MACROECONOMIC ENVIRONMENT, AND THE FUTURE OF THE REAL ESTATE LENDING MARKET
  • Bear vs. Bull: What is really happening with the economy? Economists debate the macroeconomic environment, and how these changes will impact debt opportunities
  • Preparing for an upswing or a downshift? 
  • Market research outlining debt opportunities in the public, private, and preferred sectors over the next 5 years
  • Strategies for how originators, borrowers, and investors will have to respond to changes in the lending market
  • Vital details for continued success in debt investment, and what to expect from your portfolio
Michael Pento

Michael Pento

President

PENTO PORTFOLIO STRATEGIES

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Sam Chandan

Sam Chandan

Founder & Chief Economist

CHANDAN ECONOMICS

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4:30 pm - CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

Keynote Speakers

Bruce Batkin

Bruce Batkin

CEO & Co-Founder

TERRA CAPITAL PARTNERS

Bruce Batkin co-founded and is Chief Executive Officer of Terra Capital Partners. Mr. Batkin has over 35 years’

View More

Speakers

Mark Witt

Mark Witt

Managing Director

PEARLMARK

Mark K. Witt, 57, is a Managing Director of Pearlmark. Mr. Witt is responsible for mezzanine loan origination and

View More

Mark Fogel

Mark Fogel

President & Chief Executive Officer

ACRES CAPITAL

Mark Fogel founded ACRES Capital in 2012 and leads the executive management team as the President and Chief

View More

John Randall

John Randall

Managing Director

PCCP LLC

John W. Randall is a Senior Vice President of PCCP, LLC.  Mr. Randall joined PCCP in December 2009 and focuses on

View More

Warren de Haan

Warren de Haan

Managing Partner

ACORE CAPITAL

Warren de Haan is one of the four managing partners of ACORE Capital.Hehas more than 20 years’ experience in the

View More

Jamie Henderson

Jamie Henderson

Chief Investment Officer, Alternative Investments

CORNERSTONE REAL ESTATE ADVISERS

Mr. Henderson heads Cornerstone's Alternative Investments Group where he has responsibility for a global platform

View More

Tim Doherty

Tim Doherty

Executive Vice President

ISTAR

Mr. Doherty is currently an Executive Vice President at iStar where he is responsible for transaction origination

View More

Alan H. Pollack

Alan H. Pollack

Chairman

PROVIDENCE MANAGEMENT COMPANY, LLC

Alan H. Pollack is a Managing Director and a founder of Providence Management Company, LLC (“PMC”), a Chicago

View More

Daniel Jacobson

Daniel Jacobson

Vice President, Direct Investment Group, Structured Investments

AEW CAPITAL MANAGEMENT

View More

Stephen Alpart

Stephen Alpart

Managing Director

PINE RIVER CAPITAL MANAGEMENT

Stephen Alpart is a Managing Director with Pine River Capital Management, where he is a founding member of the

View More

Brett Mufson

Brett Mufson

Head of Acquisitions

THE WITKOFF GROUP

Brett Mufson is responsible for oversight of the firm’s acquisitions team as well as the sourcing, structuring,

View More

Tom Rugg

Tom Rugg

Managing Director

DEUTSCHE BANK

Tom Rugg joined Deutsche Bank in July 2011 and serves as a Managing Director in the Commercial Real Estate Group,

View More

Andrew White

Andrew White

Vice President

GOLDMAN SACHS & CO.

View More

Roger Yoo

Roger Yoo

Vice President

PINE RIVER CAPITAL MANAGEMENT

Roger Yoo is a Vice President with Pine River Capital Management, where he is a member of the Commercial Real

View More

Michael Pento

Michael Pento

President

PENTO PORTFOLIO STRATEGIES

Michael Pento is the President and Founder of Pento Portfolio Strategies (PPS). PPS is a Registered Investment

View More

Julio Siberio

Julio Siberio

Vice President & Portfolio Manager

PIMCO

Mr. Siberio is a vice president and portfolio manager in the Newport Beach office, focusing on commercial real

View More

Tal Bar-Or

Tal Bar-Or

Senior Managing Director

MERIDIAN CAPITAL GROUP

View More

Glen Stein

Glen Stein

Partner

PENSAM FUNDING

Glen enjoys over 20 years of lending and structured finance experience. He began his career in New York, first as

View More

Sam Chandan

Sam Chandan

Founder & Chief Economist

CHANDAN ECONOMICS

Professor Sam Chandan is Founder and Chief Economist of Chandan Economics, Associate Dean and Clinical Professor

View More

David Streicher, CFA

David Streicher, CFA

Partner

ROCKWOOD CAPITAL

Mr. Streicher has overall responsibility for all of Rockwood's debt capital markets activities and structured

View More

Ari Hirt

Ari Hirt

Managing Director, Debt and Equity Finance Group

MISSION CAPITAL ADVISORS

Ari Hirt is a Managing Director in The Debt & Equity Finance Group at Mission where he oversees the firm's

View More

Gary M. Zimmerman

Gary M. Zimmerman

Chief Underwriting Counsel, UCCPlus Division

FIDELITY NATIONAL TITLE GROUP

Gary M. Zimmerman, is a Senior Vice President and the Chief Underwriting Counsel for Fidelity National

View More

Andy Charles

Andy Charles

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

Andrew Charles has extensive experience in all aspects of commercial real estate law, including partnerships and

View More

Allen Dickey

Allen Dickey

Shareholder

POLSINELLI

Allen Dickey approaches each real estate transaction with an eye toward anticipating risk and avoiding the

View More

Jimmy Yung

Jimmy Yung

Managing Director

BLACKSTONE

Jimmy Yung is a Managing Director in Blackstone Real Estate Debt Strategies based in Los Angeles and oversees West

View More

LUNCHEON WORKSHOP

EXPLORING REAL ESTATE PRIVATE DEBT

Wednesday May 11, 2016 | 1:15 pm to 2:15 pm

Real estate debt investment is an attractive asset class for lenders, investors, and developers alike. In this workshop, you will network and have an active discussion with workshop participants on the following topics:

  • Current state of the credit markets
  • Expectations for the second half of 2016
  • Investment opportunities throughout the CMBS capital stack
  • Bridge, construction, and NPLs
  • Mezzanine investment and the real estate high yield market
  • Comparison of investment opportunities across property types and markets
  • How real estate debt markets will fare given current market conditions, regulatory pressure, and risk retention

You will leave this workshop with a better understanding of real estate debt as a whole and strategies for incorporating into your own portfolio. This unique setting provides a collaborative, networking environment while providing opportunities to discuss the current market environment and broad range of real estate debt investment opportunities.

Tom Rugg

Tom Rugg

Managing Director

DEUTSCHE BANK

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Andrew White

Andrew White

Vice President

GOLDMAN SACHS & CO.

View More

Sponsors

Media Partners

  • Register by

    Conference Only

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    Conference & Workshop

    One-on-One Networking Pass

  • March 31, 2016

    $999

    $249

    $1,099

    $199

  • April 15, 2016

    $1,099

    $299

    $1,299

    $199

  • April 30, 2016

    $1,149

    $349

    $1,399

    $199

  • May 11, 2016

    $1,299

    $399

    $1,499

    $199

Terms and Conditions - Payment Policy

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

iGlobal Forum Cancellation, Postponement and Substitution Policy

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

Discounts

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

Princeton Club of New York

15 West 43rd Street

New York , NY

 

212.596.1210

http://www.princetonclub.com/

 

Located in the heart of midtown, the Princeton Club is only steps away from some of the most iconic New York City landmarks, including Grand Central Station, Bryant Park, and Times Square.

 

To make a reservation at the Princeton Club of New York, guests may call 212-596-1200 and mention iGlobal Forum. Please note that the deadline for all accommodations at The Princeton Club is Friday, May 6th.

Guests may also secure accommodations at the nearby Royalton New York by visiting the booking link here. Please note that the deadline for all accommodations at the Royalton is Wednesday, May 4th.

 

Bruce Batkin

Bruce Batkin

CEO & Co-Founder

TERRA CAPITAL PARTNERS

Bruce Batkin co-founded and is Chief Executive Officer of Terra Capital Partners. Mr. Batkin has over 35 years’

View More

Mark Witt

Mark Witt

Managing Director

PEARLMARK

Mark K. Witt, 57, is a Managing Director of Pearlmark. Mr. Witt is responsible for mezzanine loan origination and asset

View More

Mark Fogel

Mark Fogel

President & Chief Executive Officer

ACRES CAPITAL

Mark Fogel founded ACRES Capital in 2012 and leads the executive management team as the President and Chief Executive

View More

John Randall

John Randall

Managing Director

PCCP LLC

John W. Randall is a Senior Vice President of PCCP, LLC.  Mr. Randall joined PCCP in December 2009 and focuses on East

View More

Warren de Haan

Warren de Haan

Managing Partner

ACORE CAPITAL

Warren de Haan is one of the four managing partners of ACORE Capital.Hehas more than 20 years’ experience in the CRE

View More

Jamie Henderson

Jamie Henderson

Chief Investment Officer, Alternative Investments

CORNERSTONE REAL ESTATE ADVISERS

Mr. Henderson heads Cornerstone's Alternative Investments Group where he has responsibility for a global platform

View More

Tim Doherty

Tim Doherty

Executive Vice President

ISTAR

Mr. Doherty is currently an Executive Vice President at iStar where he is responsible for transaction origination and

View More

Alan H. Pollack

Alan H. Pollack

Chairman

PROVIDENCE MANAGEMENT COMPANY, LLC

Alan H. Pollack is a Managing Director and a founder of Providence Management Company, LLC (“PMC”), a Chicago based

View More

Daniel Jacobson

Daniel Jacobson

Vice President, Direct Investment Group, Structured Investments

AEW CAPITAL MANAGEMENT

View More

Stephen Alpart

Stephen Alpart

Managing Director

PINE RIVER CAPITAL MANAGEMENT

Stephen Alpart is a Managing Director with Pine River Capital Management, where he is a founding member of the

View More

Brett Mufson

Brett Mufson

Head of Acquisitions

THE WITKOFF GROUP

Brett Mufson is responsible for oversight of the firm’s acquisitions team as well as the sourcing, structuring, and

View More

Tom Rugg

Tom Rugg

Managing Director

DEUTSCHE BANK

Tom Rugg joined Deutsche Bank in July 2011 and serves as a Managing Director in the Commercial Real Estate Group,

View More

Andrew White

Andrew White

Vice President

GOLDMAN SACHS & CO.

View More

Roger Yoo

Roger Yoo

Vice President

PINE RIVER CAPITAL MANAGEMENT

Roger Yoo is a Vice President with Pine River Capital Management, where he is a member of the Commercial Real Estate

View More

Michael Pento

Michael Pento

President

PENTO PORTFOLIO STRATEGIES

Michael Pento is the President and Founder of Pento Portfolio Strategies (PPS). PPS is a Registered Investment Advisory

View More

Julio Siberio

Julio Siberio

Vice President & Portfolio Manager

PIMCO

Mr. Siberio is a vice president and portfolio manager in the Newport Beach office, focusing on commercial real estate

View More

Tal Bar-Or

Tal Bar-Or

Senior Managing Director

MERIDIAN CAPITAL GROUP

View More

Glen Stein

Glen Stein

Partner

PENSAM FUNDING

Glen enjoys over 20 years of lending and structured finance experience. He began his career in New York, first as a

View More

Sam Chandan

Sam Chandan

Founder & Chief Economist

CHANDAN ECONOMICS

Professor Sam Chandan is Founder and Chief Economist of Chandan Economics, Associate Dean and Clinical Professor at New

View More

David Streicher, CFA

David Streicher, CFA

Partner

ROCKWOOD CAPITAL

Mr. Streicher has overall responsibility for all of Rockwood's debt capital markets activities and structured

View More

Ari Hirt

Ari Hirt

Managing Director, Debt and Equity Finance Group

MISSION CAPITAL ADVISORS

Ari Hirt is a Managing Director in The Debt & Equity Finance Group at Mission where he oversees the firm's

View More

Gary M. Zimmerman

Gary M. Zimmerman

Chief Underwriting Counsel, UCCPlus Division

FIDELITY NATIONAL TITLE GROUP

Gary M. Zimmerman, is a Senior Vice President and the Chief Underwriting Counsel for Fidelity National Financial’s

View More

Andy Charles

Andy Charles

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

Andrew Charles has extensive experience in all aspects of commercial real estate law, including partnerships and joint

View More

Allen Dickey

Allen Dickey

Shareholder

POLSINELLI

Allen Dickey approaches each real estate transaction with an eye toward anticipating risk and avoiding the pitfalls

View More

Jimmy Yung

Jimmy Yung

Managing Director

BLACKSTONE

Jimmy Yung is a Managing Director in Blackstone Real Estate Debt Strategies based in Los Angeles and oversees West

View More

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