About The Conference:

iGlobal Forum is pleased to present the upcoming Best Practices for Real Estate Capital Investment: Fundraising, EB-5 and Real Estate Joint Ventures seminar series on October 31st, 2017 in New York City. There are several financing models for real estate private equity firms to explore with developers or project sponsors – whether it be structured fundraising, a real estate join venture or EB-5 financing. The popularity of real estate joint ventures is on the upswing due to a surplus of capital and a shortage of good deals. But caution is being exercised when it comes to both fundraising and joint venture partnering with all parties taking particular care when structuring deals. From an EB-5 perspective, there are considerable opportunities for real estate developers, private equity firms, REITs, investors or service providers to gain from the increasing EB-5 trend. U.S. real estate continues to burgeon due foreign investment as a result of the EB-5 Immigrant Investor program. iGlobal Forum’s Best Practices for Real Estate Capital Investment: Fundraising, EB-5 and Real Estate Joint Ventures seminar series will give you greater insight into critical success factors for fundraising, joint ventures and EB-5 partnering in the current economic and real estate climate. These workshops provide an intimate format that is conducive to learning, sharing experiences, and sourcing 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.

Best Practices for Real Estate Capital Investment: Fundraising, EB-5, and Real Estate Joint Ventures

Key topics that will be covered:

  • Workshop A: Fundraising- Attracting Investment Capital: Learn how to navigate the fundraising landscape and select the most effective fundraising model for your business. The session will also take a deep dive into real estate fund models & provide valuable insight into the borrower’s perspective on sourcing finance – opportunities, challenges and lessons learned.
  • Workshop B: Raising EB-5 Capital for Real Estate 101: This detailed session will provide comprehensive insight into the EB-5 Immigrant Investor program in the context of a real estate project. You’ll hear from a diverse panel of EB-5 experts, who will debrief you on this relatively new layer of the capital stack, the position and potential of your project and a step-be-step guide to what you need to do to meet the required criteria.
  • Workshop C: 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.

Network with leading:

  • Real estate developers & private equity firms
  • Real estate investors & REITs
  • Senior & mezzanine lenders
  • Real Estate Developers & Project Sponsors
  • Real Estate Owners & Operators
  • Institutional Investors & Family Offices
  • Asset Managers 
  • Attorneys & Accountants
  • EB-5 investors & broker/dealers
  • EB-5 service providers

Speakers

Peter J. Auerbach

Peter J. Auerbach

Chief Investment Officer & Co-Founder

NCP ENTERPRISE FUNDS

Peter Auerbach brings 14 years of investment experience to Northstar and throughout his career has personally overseen the acquisition of over $800 Million of real estate assets comprising over 6,000,000 SF. Most recently, Peter was 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 was a Director 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. 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 asset management and investment banking divisions of Merrill Lynch and Credit Suisse. He is currently an adjunct professor at New York University and 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 and delivered the key note address at his graduation.

 

David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

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

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

Prior to Avison Young Mr. Eyzenberg was a managing director and head of commercial real estate for NewOak Capital, a New York-based financial advisory firm. There, Mr. Eyzenberg completed multiple property financing and CMBS/CRE CDO valuation assignments. His tenure at NewOak began in 2011 after its acquisition of the investment banking practice of Eyzenberg’s Prodigious Capital Group, where Mr. Eyzenberg served as president since 2005. Prior to running Prodigious Capital Group, Mr. Eyzenberg was associated with several boutique real estate investment banks. Mr. Eyzenberg began his real estate career on the buy side working for Merrill Lynch, Ramius Capital Group and Greenstreet Partners.

Mr. Eyzenberg is a graduate of New York University, where he received a Bachelor's Degree and a Master's Degree in real estate finance and investment. He serves as president of the NYU Schack Real Estate Institute alumni board and also sits on the department's advisory committee. Mr. Eyzenberg is an active member of ULI, ICSC, RELA and MBA, and is a frequent speaker at industry events.

Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

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

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

Phil Cohen

Phil Cohen

Founder & President

STRATEGIC ELEMENT INC.

Phil Cohen is the founder and president of Strategic Element. Phil has a long history of developing businesses, business concepts and products, dating back to 1993. With a career that began in the manufacturing sector, and grew to include new developments in technology, Phil has progressively built up experience in the area of new business development with a focus on transforming ideas into viable business models for large public corporations, start-ups and everything in between.

Beyond the development of business concepts, models and plans, Phil has taken a hands-on role in the launch of several businesses and business initiatives. In so doing, he has faced firsthand the realities and challenges encountered by new businesses. This experience has provided him with the insight and real-life exposure necessary to develop business concepts that work.

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 closed-end opportunistic investment vehicles. Bohdy shares responsibility for all facets of Fund management, including acquisitions, dispositions, asset management and investor communications. Previously, he worked with the firm’s Investment Research Group, where he was involved in the underwriting of more than $2.0 billion in acquisitions, including several of the early investments in CDV III. Bohdy joined Clarion Partners in 2007 and began working in the real estate industry in 2001. He is a full member of the Urban Land Institute.

Abteen Vaziri

Abteen Vaziri

Director, EB-5

GREYSTONE

AbteenVaziri is a Director at Greystone EB-5 Holdings, where he helps to raise EB-5 funds for projects across the US. Prior to Greystone, Mr. Vaziri was the COO of the North Texas EB-5 Regional Center for four years. While there, he funded the largest EB-5 raise completed in the state of Texas in the redevelopment of the historic Statler Hilton Hotel & Residences in downtown Dallas. The Statler project was a $162 million project, with $85 million through EB-5.

Mr. Vaziri has also structured Mezzanine financing for a $12 million low-income senior housing project in south Dallas, which was completed in 2012 with 100% occupancy, and a multifamily project in Farmers Branch with several successful I-526 petitions.

Mr. Vaziri graduated from UTD with a BS in Computer Science and received his MBA in Finance from SMU’s Cox School of Business. He serves on the Membership Committee of IIUSA, a non-profit which advocates for EB-5 business in the United States, as well as on the Board of Directors for Ashford Hospitality Prime, Inc.

Harry Almquist

Harry Almquist

Founder & Managing Partner

VALYRIAN CAPITAL

Mr. Almquist is founder & managing partner of Valyrian Capital, an opportunistic, multi-strategy real estate private equity fund platform headquartered in New York. He has extensive experience in real estate & structured finance and has monetized over $65 billion in non-performing or distressed real estate & financial assets. At Valyrian, Mr. Almquist also launched the first EB-5 Redeployment Fund Vehicle & the Valyrian Fund Incubator, which is currently developing a fully disintermediated MWOB fund-of-fund product for Tax-Exempt investors.
​​​​​​​​
Prior to founding Valyrian, Mr. Almquist worked at a JV between Fortress Investment Group & CW Capital, where he spearheaded asset & property management, as well as building the entire analytics platform for a portfolio of more than 13,000 NYC rent-stabilized apartments, including Stuyvesant Town Peter Cooper Village. He began his career on the Securitized Product origination, advisory & principal finance desk at Barclays Capital in New York, where he focused on distressed mortgage portfolios and special situations. While at Barclays, Mr. Almquist advised US governmental agencies, foreign sovereign entities and major financial institutions in the valuation & disposition (and in certain instances, acquisition) of distressed mortgage portfolios. He also aided in the development of multiple new or emerging asset classes, including the Single-Family Residential (“REO-to-Rental”), Residential Servicer Advance (MSR) & the Freddie Mac STACR synthetic credit risk-transfer securitization programs.

Harry wrote his BA thesis on Glass-Steagall reform, and graduated from the University of Chicago with honors.

Media Partners

Hedgeweek
Private Equity Wire
Property Funds World
ETF Express
Wealth Adviser
RE Alert
REIDIN.com
Family Office Networks
Financial Poise

WORKSHOP A:

FUNDRAISING- ATTRACTING INVESTMENT CAPITAL

Tuesday October 31, 2017

9:30 am to 11:30 am

Attend this workshop and learn how to navigate the fundraising landscape. You will be equipped with the tools to select the most effective fundraising model for your business. The session will also take a deep dive into real estate fund models, selecting who to work with and how much debt to take on. You will also gain invaluable insight into the borrower’s perspective on sourcing finance opportunities, challenges and lessons learned. Issues to be addressed include:

  • An 18 month forecast of the regulatory landscape - interest rate predictions, protecting against potential uncertainty 
  • Investor-based fundraising – what are the options? Equity, loans and convertible debt
  • How to position yourself to attract investment capital
  • Best practice approaches to raising capital from multiple sources - 
  • The benefits of raising capital from multiple sources
  • the attractiveness of diversification for investors
  • Assessing the variety of real estate funds – open-ended, closed-ended, accessible funds and fund capital structure
  • Understanding tax consequences of your fundraising decisions
  • An overview of the real estate crowdfunding industry: strategies to minimise risk, ensure credibility and effectiveness
  • The benefits of a crowdfunding platform in translating theory into delivery
  • Assessing the JOBS Act: how has it broadened the scope of commercial real estate investing and created new opportunities for market entrants?

Remy Raisner Remy Raisner
Founder
PROTEUS CAPITAL MANAGEMENT

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

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

Harry Almquist Harry Almquist
Founder & Managing Partner
VALYRIAN CAPITAL

Mr. Almquist is founder & managing partner of Valyrian Capital, an opportunistic, multi-strategy real estate private equity fund platform headquartered in New York. He has extensive experience in real estate & structured finance and has monetized over $65 billion in non-performing or distressed real estate & financial assets. At Valyrian, Mr. Almquist also launched the first EB-5 Redeployment Fund Vehicle & the Valyrian Fund Incubator, which is currently developing a fully disintermediated MWOB fund-of-fund product for Tax-Exempt investors.
​​​​​​​​
Prior to founding Valyrian, Mr. Almquist worked at a JV between Fortress Investment Group & CW Capital, where he spearheaded asset & property management, as well as building the entire analytics platform for a portfolio of more than 13,000 NYC rent-stabilized apartments, including Stuyvesant Town Peter Cooper Village. He began his career on the Securitized Product origination, advisory & principal finance desk at Barclays Capital in New York, where he focused on distressed mortgage portfolios and special situations. While at Barclays, Mr. Almquist advised US governmental agencies, foreign sovereign entities and major financial institutions in the valuation & disposition (and in certain instances, acquisition) of distressed mortgage portfolios. He also aided in the development of multiple new or emerging asset classes, including the Single-Family Residential (“REO-to-Rental”), Residential Servicer Advance (MSR) & the Freddie Mac STACR synthetic credit risk-transfer securitization programs.

Harry wrote his BA thesis on Glass-Steagall reform, and graduated from the University of Chicago with honors.

WORKSHOP B:

RAISING EB-5 CAPITAL FOR REAL ESTATE 101

Tuesday October 31, 2017

12:30 pm to 2:30 pm

This detailed workshop will provide comprehensive insight into the EB-5 Immigrant Investor program in the context of a real estate project. You’ll hear from a diverse panel of EB-5 experts, who will debrief you on this relatively new layer of the capital stack, the position and potential of your project and a step-be-step guide to what you need to do to meet the required criteria.

  • EB-5 capital at a glance – the benefits and pitfalls; what you need to know 
  • Designing an EB-5 project framework - planning, capital security, terms of loan, terms of engagement and investment returns
  • A step-by-step guide to the EB-5 capital process – key stakeholders, project requirements, legal obligations
  • Strategies to raise capital for an EB-5 project – what are investors looking for?
  • Legal considerations and strategies to maintain compliance
  • The future of the EB-5 program under the new administration 

Phil Cohen Phil Cohen
Founder & President
STRATEGIC ELEMENT INC.

Phil Cohen is the founder and president of Strategic Element. Phil has a long history of developing businesses, business concepts and products, dating back to 1993. With a career that began in the manufacturing sector, and grew to include new developments in technology, Phil has progressively built up experience in the area of new business development with a focus on transforming ideas into viable business models for large public corporations, start-ups and everything in between.

Beyond the development of business concepts, models and plans, Phil has taken a hands-on role in the launch of several businesses and business initiatives. In so doing, he has faced firsthand the realities and challenges encountered by new businesses. This experience has provided him with the insight and real-life exposure necessary to develop business concepts that work.

Abteen Vaziri Abteen Vaziri
Director, EB-5
GREYSTONE

AbteenVaziri is a Director at Greystone EB-5 Holdings, where he helps to raise EB-5 funds for projects across the US. Prior to Greystone, Mr. Vaziri was the COO of the North Texas EB-5 Regional Center for four years. While there, he funded the largest EB-5 raise completed in the state of Texas in the redevelopment of the historic Statler Hilton Hotel & Residences in downtown Dallas. The Statler project was a $162 million project, with $85 million through EB-5.

Mr. Vaziri has also structured Mezzanine financing for a $12 million low-income senior housing project in south Dallas, which was completed in 2012 with 100% occupancy, and a multifamily project in Farmers Branch with several successful I-526 petitions.

Mr. Vaziri graduated from UTD with a BS in Computer Science and received his MBA in Finance from SMU’s Cox School of Business. He serves on the Membership Committee of IIUSA, a non-profit which advocates for EB-5 business in the United States, as well as on the Board of Directors for Ashford Hospitality Prime, Inc.

WORKSHOP C:

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

Tuesday October 31, 2017

3:00 pm to 5:00 pm

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. 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. This highly interactive workshop will focus on:

  • What the advantages/disadvantages of direct deals vs JV’s
  • Difference in capital deployment strategy: club, separate account, programmatic, one offs
  • What makes a good operating/capital partner
  • Discussion on Fees: acquisition/disposition, asset/property management
  • Co-invest and structure to create an alignment of interest
  • Parri Passu vs Senior/Subordinate vs Preferred Equity structures
  • Different promote and hurdle structures: institutional vs private
  • Guarantees as credit support
  • The importance of due diligence, tax structuring and effective corporate governance
  • Exit strategies: duration and what to do if it all goes wrong? 

Peter J. Auerbach Peter J. Auerbach
Chief Investment Officer & Co-Founder
NCP ENTERPRISE FUNDS

Peter Auerbach brings 14 years of investment experience to Northstar and throughout his career has personally overseen the acquisition of over $800 Million of real estate assets comprising over 6,000,000 SF. Most recently, Peter was 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 was a Director 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. 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 asset management and investment banking divisions of Merrill Lynch and Credit Suisse. He is currently an adjunct professor at New York University and 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 and delivered the key note address at his graduation.

 

David Eyzenberg David Eyzenberg
President
EYZENBERG & COMPANY

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

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

Prior to Avison Young Mr. Eyzenberg was a managing director and head of commercial real estate for NewOak Capital, a New York-based financial advisory firm. There, Mr. Eyzenberg completed multiple property financing and CMBS/CRE CDO valuation assignments. His tenure at NewOak began in 2011 after its acquisition of the investment banking practice of Eyzenberg’s Prodigious Capital Group, where Mr. Eyzenberg served as president since 2005. Prior to running Prodigious Capital Group, Mr. Eyzenberg was associated with several boutique real estate investment banks. Mr. Eyzenberg began his real estate career on the buy side working for Merrill Lynch, Ramius Capital Group and Greenstreet Partners.

Mr. Eyzenberg is a graduate of New York University, where he received a Bachelor's Degree and a Master's Degree in real estate finance and investment. He serves as president of the NYU Schack Real Estate Institute alumni board and also sits on the department's advisory committee. Mr. Eyzenberg is an active member of ULI, ICSC, RELA and MBA, and is a frequent speaker at industry events.

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 closed-end opportunistic investment vehicles. Bohdy shares responsibility for all facets of Fund management, including acquisitions, dispositions, asset management and investor communications. Previously, he worked with the firm’s Investment Research Group, where he was involved in the underwriting of more than $2.0 billion in acquisitions, including several of the early investments in CDV III. Bohdy joined Clarion Partners in 2007 and began working in the real estate industry in 2001. He is a full member of the Urban Land Institute.

Speakers

Peter J. Auerbach

Peter J. Auerbach

Chief Investment Officer & Co-Founder

NCP ENTERPRISE FUNDS

Peter Auerbach brings 14 years of investment experience to Northstar and throughout his career has personally overseen the acquisition of over $800 Million of real estate assets comprising over 6,000,000 SF. Most recently, Peter was 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 was a Director 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. 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 asset management and investment banking divisions of Merrill Lynch and Credit Suisse. He is currently an adjunct professor at New York University and 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 and delivered the key note address at his graduation.

 

David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

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

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

Prior to Avison Young Mr. Eyzenberg was a managing director and head of commercial real estate for NewOak Capital, a New York-based financial advisory firm. There, Mr. Eyzenberg completed multiple property financing and CMBS/CRE CDO valuation assignments. His tenure at NewOak began in 2011 after its acquisition of the investment banking practice of Eyzenberg’s Prodigious Capital Group, where Mr. Eyzenberg served as president since 2005. Prior to running Prodigious Capital Group, Mr. Eyzenberg was associated with several boutique real estate investment banks. Mr. Eyzenberg began his real estate career on the buy side working for Merrill Lynch, Ramius Capital Group and Greenstreet Partners.

Mr. Eyzenberg is a graduate of New York University, where he received a Bachelor's Degree and a Master's Degree in real estate finance and investment. He serves as president of the NYU Schack Real Estate Institute alumni board and also sits on the department's advisory committee. Mr. Eyzenberg is an active member of ULI, ICSC, RELA and MBA, and is a frequent speaker at industry events.

Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

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

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

Phil Cohen

Phil Cohen

Founder & President

STRATEGIC ELEMENT INC.

Phil Cohen is the founder and president of Strategic Element. Phil has a long history of developing businesses, business concepts and products, dating back to 1993. With a career that began in the manufacturing sector, and grew to include new developments in technology, Phil has progressively built up experience in the area of new business development with a focus on transforming ideas into viable business models for large public corporations, start-ups and everything in between.

Beyond the development of business concepts, models and plans, Phil has taken a hands-on role in the launch of several businesses and business initiatives. In so doing, he has faced firsthand the realities and challenges encountered by new businesses. This experience has provided him with the insight and real-life exposure necessary to develop business concepts that work.

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 closed-end opportunistic investment vehicles. Bohdy shares responsibility for all facets of Fund management, including acquisitions, dispositions, asset management and investor communications. Previously, he worked with the firm’s Investment Research Group, where he was involved in the underwriting of more than $2.0 billion in acquisitions, including several of the early investments in CDV III. Bohdy joined Clarion Partners in 2007 and began working in the real estate industry in 2001. He is a full member of the Urban Land Institute.

Abteen Vaziri

Abteen Vaziri

Director, EB-5

GREYSTONE

AbteenVaziri is a Director at Greystone EB-5 Holdings, where he helps to raise EB-5 funds for projects across the US. Prior to Greystone, Mr. Vaziri was the COO of the North Texas EB-5 Regional Center for four years. While there, he funded the largest EB-5 raise completed in the state of Texas in the redevelopment of the historic Statler Hilton Hotel & Residences in downtown Dallas. The Statler project was a $162 million project, with $85 million through EB-5.

Mr. Vaziri has also structured Mezzanine financing for a $12 million low-income senior housing project in south Dallas, which was completed in 2012 with 100% occupancy, and a multifamily project in Farmers Branch with several successful I-526 petitions.

Mr. Vaziri graduated from UTD with a BS in Computer Science and received his MBA in Finance from SMU’s Cox School of Business. He serves on the Membership Committee of IIUSA, a non-profit which advocates for EB-5 business in the United States, as well as on the Board of Directors for Ashford Hospitality Prime, Inc.

Harry Almquist

Harry Almquist

Founder & Managing Partner

VALYRIAN CAPITAL

Mr. Almquist is founder & managing partner of Valyrian Capital, an opportunistic, multi-strategy real estate private equity fund platform headquartered in New York. He has extensive experience in real estate & structured finance and has monetized over $65 billion in non-performing or distressed real estate & financial assets. At Valyrian, Mr. Almquist also launched the first EB-5 Redeployment Fund Vehicle & the Valyrian Fund Incubator, which is currently developing a fully disintermediated MWOB fund-of-fund product for Tax-Exempt investors.
​​​​​​​​
Prior to founding Valyrian, Mr. Almquist worked at a JV between Fortress Investment Group & CW Capital, where he spearheaded asset & property management, as well as building the entire analytics platform for a portfolio of more than 13,000 NYC rent-stabilized apartments, including Stuyvesant Town Peter Cooper Village. He began his career on the Securitized Product origination, advisory & principal finance desk at Barclays Capital in New York, where he focused on distressed mortgage portfolios and special situations. While at Barclays, Mr. Almquist advised US governmental agencies, foreign sovereign entities and major financial institutions in the valuation & disposition (and in certain instances, acquisition) of distressed mortgage portfolios. He also aided in the development of multiple new or emerging asset classes, including the Single-Family Residential (“REO-to-Rental”), Residential Servicer Advance (MSR) & the Freddie Mac STACR synthetic credit risk-transfer securitization programs.

Harry wrote his BA thesis on Glass-Steagall reform, and graduated from the University of Chicago with honors.

Media Partners

Hedgeweek

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

Private Equity Wire

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

Property Funds World

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

ETF Express

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

Wealth Adviser

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

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.

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.

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.

Financial Poise

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

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.

 

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
  • October 9, 2017
    $249
    $599
  • October 15, 2017
    $299
    $699
  • October 23, 2017
    $349
    $799
  • October 29, 2017
    $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