About The Conference:

iGlobal Forum is pleased to announce the upcoming 15th Global Real Estate Private Equity Summit: West, taking place in Los Angeles on September 14th and 15th. As the global markets continue to be unpredictable, between the Chinese economy and the potential instability in Europe with the Brexit vote, the focus on the full range US real estate across asset classes has become exceedingly important. The real estate markets are continuously brimming with new competitors, from new domestic players to international investors funneling capital into US real estate, driving prices to an all-time high. New technologies for investors and developers alike are changing the face of real estate investing, and both demographic demands and a push outside of primary markets are forcing the creation of new repositories for existing dry powder. 2017 will be the start of a major shift in the real estate environment, and understanding these industry changes will be key to staying ahead of your competition. At this summit, you will meet and network with 200+ senior-level representatives from private equity firms, pension plans, endowments, foundations, family offices, insurance companies, investment banks, distressed debt firms, asset managers, owners, and developers.

Join us for our Keynote Interview with

Bert J. Crouch

Bert J. Crouch

Managing Director, Portfolio Manager – Structured Investments

INVESCO REAL ESTATE

Key topics that will be covered:

  • A renewed look at the capital markets and global market volatility impacting high pricing
  • New niche opportunities and sectors investors are looking to in diversification efforts
  • Understanding the LP and operator perspective, and the evolution of partnerships in 2017
  • Strategies for conquering fundraising challenges and the contrary issue of dry powder
  • The recent influx of foreign capital into US real estate, and what to expect next year
  • Demand and demographic shifts in real estate caused by technology innovations
  • Strategies in alternative debt providers and investors acting as lenders to complement equity portfolios in the wake of new banking regulations
  • The increasing importance of GP and OP partnerships in JV equity deals

Network with leading:

  • Real Estate Private Equity Firms
  • Pension Plans
  • Endowments and Foundations
  • Family Offices
  • Insurance Companies
  • Investment Banks
  • Distressed Debt Firms
  • Real Estate Asset Managers
  • Owners and Developers
  • Law Firms and Accounting Firms

Speakers

Keynote Speaker

Bert J. Crouch

Bert J. Crouch

Managing Director, Portfolio Manager – Structured Investments

INVESCO REAL ESTATE

Mr. Crouch joined Invesco Real Estate in 2009 to lead the formation and growth of its Structured Investments platform. In his current role as Portfolio Manager, Mr. Crouch is primarily focused on the strategic, transactional, and fundraising sides of both opportunistic and structured credit investments/originations related to commercial and multifamily real estate across the U.S. and Europe.

Specifically, he is the named Portfolio Manager for Invesco Mortgage Recovery Funds I & II along with the structured credit portfolio of Invesco Mortgage Capital. Additionally, Mr. Crouch is a member of the firm’s Investment Committee and Investment Strategy Group.

Before joining Invesco, Mr. Crouch served as the Director of Acquisitions for Presidio Investments, a wholly-owned subsidiary of Hunt Realty Investments, where he was responsible for leading the execution of Presidio’s investment strategy focused on the acquisition of secondary commercial mortgages and investments in public real estate securities. Prior to Presidio, Mr. Crouch worked in the New York office of Wells Fargo’s Real Estate Merchant Banking Group originating and acquiring highly structured commercial mortgage products to round out his 15 years of experience. 

Mr. Crouch holds a B.B.A. in finance with honors from the McCombs School of Business at the University of Texas at Austin. He has also completed Wells Fargo’s Credit Management Training Program in San Francisco.

Matthew S. Romney

Matthew S. Romney

Managing Director

SUNDANCE BAY

Mr. Romney is a Managing Director of Sundance Bay, a privately held real estate investment firm headquartered in San Diego. He previously served as Senior Vice President of Capital Markets at Excel Trust, a publicly traded real estate investment trust (REIT). Prior to that, Mr. Romney held various marketing and management positions in Seattle and Boston for Microsoft, Lavastorm and Polaroid. Mr. Romney received a Master's Degree in Business Administration from Harvard Business School and a Bachelor of Arts in Political Science from Brigham Young University. He serves on the Board of Directors for the Sabin Children’s Foundation, Integrated Oncology Network and Dupuytren Foundation (Advisory). He and his wife, Laurie, are the proud parents of 4 children.

Kevin Miller

Kevin Miller

Co-President & CEO

THOROFARE CAPITAL

Kevin, a founding member of Thorofare Capital, leads origination and oversees all aspects of the Partnership. Under his leadership, the Partnership’s predecessor funds successfully originated and serviced over $800 million of loans. He offers experience in several capacities required for successful real estate investment banking, including the performance of market and financial feasibility analysis and working with borrowers, appraisers and title insurers to streamline the funding process.

Kevin is an active member of the Urban Land Institute and the Men’s Guild of the Children’s Hospital of Los Angeles. Additionally, he sits on the Board of Directors for the University of Southern California’s Marshall Partners.

Kevin graduated from the University of Southern California’s School of Letters Arts & Sciences’ Economics Program and is a frequent guest lecturer at USC.

Michael Fleischer

Michael Fleischer

Senior Vice President

RELATED FUND MANAGEMENT

Mr. Fleischer is a Senior Vice President in the Los Angeles office of Related Fund Management where he focuses on Related’s debt investment strategy, including transaction origination, structuring, asset management and portfolio finance. Mr. Fleischer’s experience includes more than eight years as a principal investor/lender with Canyon Capital Realty Advisors and Links Capital Partners and more than eight years as outside legal counsel with the law firms Sullivan & Cromwell and Gibson, Dunn & Crutcher. He received an MBA from Columbia Business School and JD from Columbia Law School, and received a BA in economics from Columbia College. Mr. Fleischer also studied economics at Cambridge University.

Dani Evanson

Dani Evanson

Managing Director

RMA, INC.

Dani Evanson is a Principal and Managing Director of RMA. Together with executive management, Dani leads the firm’s strategic direction. Dani is responsible for capital raising, fund management and accounting, and investor relations. She co-manages RMA’s joint venture partner relationships and serves on RMA’s investment committee.

Dani has 20 years of experience in real estate with a background in acquisitions, dispositions and portfolio management. Prior to joining RMA, Dani was a Real Estate Director at a Los Angeles based family office. In that role, she had primary responsibility for investing and managing a $500 million real estate portfolio consisting of investments in commercial properties, investment funds, joint ventures and real estate operating companies. The portfolio included mixed-use, industrial, office, residential and retail assets. In addition, Dani served on the advisory board for two real estate investment funds.

Matthew Ahrens

Matthew Ahrens

SVP, Acquisitions

RISING REALTY PARTNERS

Matthew Ahrens leads Rising's acquisitions activities, including sourcing, underwriting, financing, and closing transactions. Since joining Rising, Matthew has closed more than 3 million square feet of opportunistic investments in Southern California with a total capitalization of more than $600 million.

Prior to joining Rising, Matthew worked for Principal Real Estate Investors, the real estate investment subsidiary of the The Principal Financial Group. While at Principal, Matthew was involved in the securitization of more than 200 commercial real estate loans with a total loan balance of more than $1 billion. In a subsequent role, Matthew provided investment credit analysis on a $7 billion portfolio of commercial mortgage backed securities.

Matthew has Bachelor of Science degrees in Finance and Accounting from Iowa State University, and a Master's Degree in Real Estate Development from the University of Southern California. Matthew is an active member of NAIOP and the Pension Real Estate Association.

Howard Kozloff

Howard Kozloff

Managing Partner

AGORA PARTNERS

Howard Kozloff is the Founder and Managing Partner of Agora Partners, a real estate development and investment company in Southern California. Agora Partners also includes a national advisory practice providing investment strategy for municipalities, banks, investment funds and family offices. Founded in 2006, Agora's primary focus is on identifying and creating value-add opportunities in emerging urban environments across scales and asset types.

Prior to Agora, Howard oversaw asset management strategies for projects ranging from mixed-use infill sites to resort villages as Director of Development Strategies at Hart Howerton. At The Martin Group and, before that, at Macerich, he managed urban infill and retail development opportunities. Howard was also Project Manager at BRV Corp., focusing on urban neighborhood revitalization through public-private partnerships.

Howard holds a Master of Urban Planning from Harvard University, a Master of Science in Real Estate Development from Columbia University and a Bachelor of Arts in Urban Studies and Design of the Environment from the University of Pennsylvania. Howard is actively involved in the Urban Land Institute (ULI) and is the co-founder of the ULI Real Estate Entrepreneur Program. A published author and frequent speaker, Howard has also served as adjunct faculty at the University of Pennsylvania, Columbia University and the University of Southern California.

 

David Lynn

David Lynn

Chief Executive Officer

EVEREST INVESTMENT PROPERTY

David Lynn, Ph.D., is the Founder and Chief Executive Officer of Everest Medical Core Properties, building on his extensive experience as a real estate investor and strategist. Dr. Lynn has over 25 years experience in national and international markets, investing and managing tens of billions of dollars in commercial real estate portfolios.Dr. Lynn has extensive familiarity with medical office building real estate with more than 40 deals totaling $750 million in gross asset value.

Before founding Everest Medical Core Properties, he founded and led Everest Investment Property, served as Executive Vice President, Chief Investment Officer and Head of Portfolio Management at Cole Real Estate Investments, Inc., as a Partner and Managing Director at ING Clarion Partners and as a Senior Manager at AIG Global RE, Avalon Bay Communities and the Target Corporation.

As a preeminent thought leader in the commercial real estate industry, Dr. Lynn speaks frequently at national industry events and media interviews. He has written several books on commercial real estate investing. He earned his Ph.D. and MS in Financial Economics at the London School of Economics, a Master of Business Administration (MBA) from the Sloan School of Management, MIT, an MA at Cornell University and a BA from the University of California at Berkeley.

Dr. Lynn is a Counselor of Real Estate (CRE), a Certified Portfolio and Investment Manager (CPIM), a Chartered Management Analyst (CMA) and an ISO 9000 Certified Auditor.

Carl Muhlstein

Carl Muhlstein

Managing Director

JLL

Active in Los Angeles commercial real estate for more than 30 years, Carl Muhlstein is a Regional Director for JLL in Downtown Los Angeles. Carl’s background includes all forms of tenant, landlord, and investment related assignments with a special emphasis on the entertainment industry, creative office and workplace strategies. Carl has served in senior positions with Cushman & Wakefield, Cushman Realty Corporation, Insignia/ESG Capital Advisors and Tishman Speyer Properties.

A graduate of Cal State Northridge, Carl is a Los Angeles native. He has served board and advisory roles for five Mayoral administrations, ULI, and LACRA. He served as a public board member of the American Institute of Architects of Greater Los Angeles and chair of the BOMA Political Action Committee. He chairs the Citizen Oversight Committee for the Los Angeles Prop F Fire Facilities Bond and is an adviser in AIA’s effort to develop a Center for Architecture in Los Angeles. Carl is a past recipient of the IBD’s Caliber Award for Broker of the Year, a recipient of the JLL 2013 Broker Culture Award and was JLL’s top producer in Southern California in 2014. Carl’s enthusiasm for the industry is well demonstrated on Twitter @CarlMuhlstein.

Sandeep Pathak

Sandeep Pathak

Managing Director

ACKMAN ZIFF REAL ESTATE GROUP

Sandeep Pathak is a Managing Director in the Los Angeles office of Ackman Ziff, focused on investment banking and capital advisory for clients. His responsibilities include generating equity and debt opportunities, nationally. He has sourced and executed more than $12.0 billion of real estate debt and equity transactions in his career.

Prior to Ackman-Ziff, Sandeep worked for the Abu Dhabi Investment Authority (ADIA) and ING Clarion Partners where he focused on principal investing activitiesand capital-formation. Through these roles, he has advised various institutional capital providers including foreign sovereigns, pension funds, and endowments.

Previously, Sandeep worked inlending for Goldman Sachs and RBS Greenwich Capital, where he was actively involved in real estate originations, execution, and securitization. , Sandeep also worked in consulting with Lend Lease / Rosen Consulting Group. Sandeep earned his Bachelor’s degree from the University of California, Los Angeles (UCLA) and an MBA from Columbia University.

Jerry Dunn

Jerry Dunn

Principal & CEO

A10 CAPITAL

Jerry Dunn is chief executive officer of A10 Capital, which he co-founded in 2007. During his career, which has spanned more than 20 years, Jerry has developed extensive experience starting and scaling nationwide commercial lending businesses. Jerry was CEO and co-founder of AFG, a full-service commercial lending business specializing in equipment finance, which was acquired by PNC Bank. Prior to AFG, Jerry was involved in the startup of Commercial Lending Corporation (CLC), a commercial lending business specializing in financing franchise businesses and commercial real estate which was acquired by AMRESCO. Jerry attended Colorado State University on a full athletic scholarship and graduated summa cum laude with a degree in business administration, with concentrations in finance and accounting. Jerry is also a certified public accountant.

Eliot Bencuya

Eliot Bencuya

Partner & Co-Founder

TRYPERION PARTNERS

Mr. Bencuya is a Partner and Co-Founder of Tryperion Partners. His primary responsibilities include sourcing and executing new investments, procuring asset financing and directing the firm’s investment strategy. Mr. Bencuya has extensive experience identifying, underwriting, and executing value-add real estate investments. Prior to forming Tryperion, he was a Vice President of Acquisitions for Canyon Capital Realty Advisors and the Canyon-Johnson Urban Funds, where he was responsible for originating, underwriting, structuring and executing transactions in the Pacific Northwest, Northern California and Midwest regions. Mr. Bencuya also held positions at Sovereign Investment Company (a subsidiary of the Marcus and Millichap Company) and the investment banking division of Merrill Lynch & Co. He holds a Bachelor of Arts degree in Economics and International Studies from Yale University, and a Masters of Business Administration degree from the Haas School of Business at the University of California, Berkeley.

Bob Champion

Bob Champion

Founder & CEO

CHAMPION REAL ESTATE COMPANY

Bob Champion is the founder and President of Champion Real Estate Company. Bob oversees the Company’s division heads and guides the development of the Company’s overall investment strategy.

Bob has a Master's of Real Estate Development from the University of Southern California where he also taught real estate investment, development, and urban planning for 16 years. He is a nationally recognized expert in shopping centers, vertical retailing, public-private partnerships and mixed-use development with retail, residential, office and entertainment components.

In addition, Bob has taught at UCLA, ICSC University, and the CRA University. He has been a featured speaker on multiple occasions at the annual conferences of ULI, ICSC and CRA and for Apartment Finance, Realshare, and Real Estate Trends. Bob has completed over $1 billion in real estate investments and developments.

Joaquin de Monet

Joaquin de Monet

Founder & Managing Partner

PALISADES CAPITAL REALTY ADVISORS

Joaquin de Monet is a leader in the commercial real estate industry with expertise in global real estate advisory and investment management services. He has led teams of high-performance real professionals worldwide, and has a successful track record for executing large equity and debt transactions in the United States and Latin America, and for building, operating and managing multi-billion dollar real estate businesses and portfolios.

In 2013, de Monet founded and serves as managing principal of Palisades Capital Realty Advisors, LLC, a boutique commercial real estate advisory firm that brings customized real estate investment solutions to private capital (high net-worth and family office) for US and Latin American investors.

De Monet is actively involved in both community and industry endeavors. He has been recognized with the City of Hope’s highest honor, the Spirit of Life award, and founded Arden in the Community, a volunteer program that has generated more than 20,000 service hours to local communities. He has been recognized by Real Estate Forum as one of Southern California’s Real Estate Icons and a National Icon for the office property class. He serves on the Leadership Board of the Lusk Center for Real Estate at the University of Southern California (USC) and on the Executive Committee of City of Hope’s Los Angeles Real Estate Council. De Monet also was an inaugural member of GE Capital Real Estate's Executive Council, serving from 2008 through 2013. He is a graduate of USC.

Matthew Gorelik

Matthew Gorelik

Founder, Chairman & CEO

TOWNSHIP CAPITAL

Matthew Gorelik is the Chief Executive Officer of Township Capital, a private equity and mortgage banking firm based in Los Angeles. The company focuses on executing general partnership (GP) co-investments from discretionary private funds alongside best-in-class real estate operators, institutional investment partners, and family offices. The firm serves in a capital advisory role in all transactions in which it invests by arranging the most advantageous debt financing solutions available in the marketplace.

Prior to forming Township Capital, Matthew spent more than 20 years in the private banking business building multi-generational relationships with many of the country’s most sophisticated and active real estate owners and operators. He has personally sourced, negotiated, and placed north of $5 billion in structured capital over his career.

Matthew currently serves as an ambassador at Children’s Hospital Los Angeles as well as on the board of the Greater Los Angeles Epilepsy Foundation.

Sam Alison

Sam Alison

Regional Director

STAN JOHNSON COMPANY

As Regional Director for Stan Johnson Company, Sam Alison leads the West Region’s ten-broker group, providing best-in-class advisory and brokerage services to clients in the acquisition and disposition of their net-leased properties nationwide. Currently Team Alison has over $108M of net-leased properties listed.
As an investment sales broker, Alison has sold over 15 million square feet of properties and over $3 billion in total consideration. Prior to joining Stan Johnson Company, Alison advised clients and brokered the sale of investment properties at CBRE, managed and sold a real estate portfolio at Weyerhaeuser Corporation, leased and developed retail centers at Trammell Crow Company, and designed and built gas stations and C-stores for Exxon Mobil Corporation.

Louis A. Harrison

Louis A. Harrison

Partner

BELVERON PARTNERS

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

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

Forrest Jinks

Forrest Jinks

Managing Partner

ALTUS EQUITY GROUP, LP

Forrest Jinks is the Managing Partner of Altus Equity Group, LP. Forrest has more than 21 years of diverse real estate experience and has served as the lead investor in over $100M in real estate transactions. He currently oversees a portfolio of assets valued at over $50M, including over 600 residential units, 35,000 sq.ft. of office/retail space and several development projects.

Forrest is actively involved in the community and currently serves as a Board Member for Habitat for Humanity and a Member of the Screening Committee of the North Bay Angels. He resides in Santa Rosa, CA with his wife and two young children.

Jonathan Epstein

Jonathan Epstein

Partner, Head of West Coast

GREENOAK REAL ESTATE

Jonathan Epstein is a Partner of GreenOak Real Estate Advisors LP. Mr. Epstein leads the firm’s investment efforts in the Western U.S. and is responsible for the firm’s investment strategy, sourcing, structuring and asset management for the Western region. Mr. Epstein has 27 years of experience in a broad range of real estate activities, including principal investing , finance and Investment Banking. During his career Mr. Epstein has been responsible for the acquisition, development, financing and management of over $50 billion of commercial real estate assets and companies, representing all asset classes, in the United States, Asia and Europe.

Mr. Epstein is a current member of Urban Land Institute (ULI), International Council of Shopping Centers (ICSC ) and the Pension Real Estate Association (PREA) and is a past member of the Policy Advisory Board of the Fisher School of Real Estate at the University of California, Berkeley, and past Vice Chairman of ULI in Japan. Mr. Epstein is a Professional Advisory Board Member of the Rett Syndrome Research Trust.

Mr. Epstein is a graduate of the School of Management at Boston University .

Tom Orradre

Tom Orradre

Managing Partner

ISLES RANCH PARTNERS

As Managing Partner, Tom co-manages the firm and leads its alternative investment activities in the Pacific and Southwest regions of the United States.

Prior to Isles Ranch, Tom was a Senior Director at Mountain Real Estate Capital, where he was responsible for deal origination throughout the western United States. Prior to that, he was primarily responsible for the disposition of GMAC’s California residential construction loan portfolio through Cerberus Real Estate Capital Management and its affiliates. Tom began his career at Pacific Investment Management Company (PIMCO) and also spent over 4 years in the investment banking industry focused on mergers and acquisitions of private middle market companies.

Tom received his BBA at the University of San Diego and earned his MBA from the University of Southern California’s Marshall School of Business. He is a CFA Charterholder and member of the Urban Land Institute. Tom is based in Newport Beach with his wife and two children.

David Madrid

David Madrid

Managing Director

MDRD GROUP

David Madrid is the Managing Director and founder of Madrid Group, a real estate investment and development company based in San Francisco. David has 10 years of experience in design, investment, finance, and construction delivering over $300m of office, multi-family, and single-family assets. In addition, he has been responsible for the execution and delivery of over 3m sqft. of commercial real estate. David holds a Masters in Architecture from the University of Pennsylvania’s School of Design with a concentration in Real Estate Design and Development from the Wharton School.

Jonathan Lotter

Jonathan Lotter

Managing Partner

APPIAN CAPITAL

As managing partner and founder of Appian Capital, Mr. Lotter is primarily responsible for developing relationships with operating partners,overseeing the management of our investment strategies and expanding the company’s capital base.
With over 20 years of investment and real estate transaction experience, Mr. Lotter has directed the investment in over $850 million of realestate comprising 2.3 million square feet of commercial property and 3,000+ residential units. Mr. Lotter began his career in institutionalcapital management at Franklin Templeton and Barclays Global Investors (now BlackRock) before founding Appian Capital in January 2000.
Mr. Lotter earned his B.A. degree in Political Science from the University of California, Berkeley.
Mr. Lotter frequently speaks at industry conferences and is an active member of various industry organizations.

Alexander Fraser

Alexander Fraser

Managing Director

GI PARTNERS

Mr. Fraser is a Managing Director of GI Partners. His investing efforts are focused in the data center, real estate and healthcare sectors. He currently serves on the board of MRI Software and Plum Healthcare and he oversees the investment activities of TechCore and DataCore, core managed accounts focused on technology-advantaged real estate. Mr. Fraser previously served on the boards of Sunset Gower Studios, The Telx Group, FlatIron Crossing, STAG Industrial (NYSE: STAG), AdvoServ, and Waypoint Homes. Before GI Partners, Mr. Fraser worked as a Vice President in JP Morgan's Real Estate, Gaming and Lodging Investment Banking Group in New York and London, where he advised REITs, REOCs and real estate opportunity funds on capital market and M&A transactions, as well as strategic initiatives. Previously, he worked as a sell-side equity analyst for Thomas Weisel Partners, LLC. Mr. Fraser received his B.A. from Colgate University, where he graduated magna cum laude and Phi Beta Kappa, and his M.B.A. from The Darden School of Business at the University of Virginia, where he was a Shermet Award recipient. He currently serves as a Trustee of the Bay Area Discovery Museum and the Mark Day School.

Steve Fried

Steve Fried

Principal

MESA WEST CAPITAL

Steve Fried is a Principal and co-head of west coast originations at Mesa West Capital, overseeing loan origination in Southern California, the Southwestern US, and Texas. Since joining the firm Steve has financed over $2 billion in commercial real estate transactions across all major property types. Prior to joining Mesa West Capital, Steve was an auditor for Deloitte & Touche’s financial services group in New York. While at Deloitte & Touche, Steve earned his CPA and managed and implemented financial audits for private equity funds including Morgan Stanley’s real estate funds, The Blackstone Group’s mezzanine funds and JC Flowers & Co and Rockefeller & Co funds. Steve received a BS in accounting from Yeshiva University in New York and an MBA from UCLA’s Anderson School of Management.

Nathan Whigham

Nathan Whigham

Director of Business Development

CLEANFUND

Nathan is responsible for business development in Southern California, focusing on the commercial real estate market. Over his career he’s gained experience in sales and business development in the real estate, renewable energy and energy efficiency industries. Most recently Nathan was Director of Business Development at Nebo Capital, a commercial real estate mortgage brokerage firm, where he placed all types of debt and equity for real estate developers and property owners in highly structured transactions across all product types. He has also been a Senior Project Developer for Borrego Solar where he developed over $30M of solar projects in CA, NJ and Canada including a 3.5MW project with the Air Force. Nathan began his career as a Sales Engineer at Trane, a commercial HVAC equipment manufacturer and energy services company. He holds an MBA from Marshall at USC and a BS in Systems Engineering from the University of Arizona.

Scott Lyle

Scott Lyle

Chief Operating Officer

PALISADES CAPITAL REALTY ADVISORS

Scott Lyle has more than 20 years of experience driving successful returns and innovation in commercial real estate investments in major markets throughout the U.S. Well known for both his operational expertise and his track record as a strategic leader, Scott provides executive oversight for all aspects of Palisades’ company and portfolio operations including property management, asset management, leasing, construction and sustainability practices for Palisades’ growing portfolio of core plus and value-add assets in suburban office markets across the western region. His primary focus is in optimizing investor returns through a variety of proprietary operational best practices developed over years of successful portfolio optimization.

Formerly the COO at Arden Realty/GE Capital, Scott oversaw Arden’s operations during its transition from a Southern California-based office REIT into a national landlord, expansion into eight major markets and execution of more than $6 billion in real estate transactions.

Daniel Carter

Daniel Carter

CEO & Founder

WINDMILL INVESTMENTS, LLC

Mr. Carter has been a real estate investor and an entrepreneur since 1983. He owns and/or manages nearly 2000 residential and commercial units with a market value of $150M. Mr. Carter graduated from Oregon State University in 1983 with a degree in Computer Science. From 1983 to 1988, he worked for Microsoft in various engineering and management rolesat its Seattle headquarters. While at Microsoft he also helped establish and support Microsoft’s European offices. In 1989, Daniel co-founded International Software Products (iSP), a software translation and localization company, where he served as CEO from 1989 to 2001. In 2004,he oversaw the acquisition ofiSP by Transperfect, one of the leading worldwide translation companies. Mr. Carterhas numerous published articles and regular speaking engagements at industry conferences and events. 

Eric Kraft

Eric Kraft

Director

CCRE

Related Companies, L.P, Los Angeles, CA (1.5 years)

  • Related Fund Management – Senior Vice President, Head of West Coast
  • $1.0B high-yield debt fund focused on opportunistic mezzanine debt, senior debt and equity investments across all asset classes.

New Pacific Realty Corp., Beverly Hills, CA (5 years)

  • Principal
  • Opportunistic real estate investment and development company targeting direct equity and debt investments in real estate assets, portfolios, joint ventures and operating companies.

Lehman Brothers Inc., Los Angeles, CA (8 years)

  • Vice President – Principal Transactions Group
  • Discretionary balance sheet and fund capital for opportunistic equity and mezzanine investments. 

Dillon Read Venture Capital (2 years)

  • Analyst
  • Private equity / venture capital arm of Dillon, Read & Co. focused on later-stage operating company equity investments. 

University of Pennsylvania – Wharton School

Andrew T. Kirsh

Andrew T. Kirsh

Founding Partner

SKLAR KIRSH LLP

Andrew Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firm’s Real Estate practice. Andrew is an experienced commercial real estate transactional attorney, whose clientele includes a broad spectrum of national, regional and local investors, funds, developers, operators, syndicators, private equity providers and lenders. Andrew’s practice involves all aspects of the real estate industry, including acquisitions, equity investments, syndications, development, leasing, and financing.
Andrew began his career as a real estate attorney in the Los Angeles office of the global firm, Latham & Watkins, and subsequently assisted with the opening of the Los Angeles office of Goodwin Procter.

Andrew has been recognized by Real Estate Forum in 2011 and 2012 as “Top 40 Under 40″ in the real estate industry nationally, and as a “Southern California Super Lawyer” by Law & Politics and Los Angeles magazine (2013-2016). He has also been recognized as Los Angeles Business Journal Top 40 Real Estate Lawyer July 2013. Andrew is a frequent speaker at real estate industry conferences.

Andrew is active in the Los Angeles community and serves as a member of the Young Presidents Organization – Malibu Chapter, Jewish Federation’s Real Estate Cabinet, City of Hope and American Jewish University Moriah Society. 

Jim Hibbert

Jim Hibbert

CEO & Managing Director

NOBLE STREET ADVISORS

Jim is CEO and Managing Director of Noble Street Advisors (NSA), which provides real estate organizations with the skills and technology needed to produce institutional quality accounting and reporting. Jim manages a team of CPAs and engineers in in serving clients of all sizes including Canyon Capital, KeyBank Real Estate Capital, LNR Property Corporation, Platinum Equity, and the Related Group.

In 2008 the Federal Reserve Board invited Jim to Washington D.C. to share his perspective on the financial crisis. Shortly thereafter the Department of the Treasury invited Jim to speak. Jim graduated cum laude from University of the Pacific with a Bachelor of Science degree in Business Administration.

Fred Pierce

Fred Pierce

President & CEO

PIERCE EDUCATION PROPERTIES

Malcolm Davies

Malcolm Davies

Managing Director

HFF

Mr. Davies is a Managing Director in the Los Angeles office of HFF with nearly 20 years of experience as a developer and a capital advisor. As a member of HFF’s debt and equity placement group, he focuses on transactions for multiple property types in Southern California and the West Coast. Throughout the course of his career, Mr. Davies has been involved in nearly $1.5 billion of debt and equity transactions.
Mr. Davies joined the firm in June 2016. He joins HFF from George Smith Partners where he was a partner in charge of running the Structured Finance Group, which specializes in structuring complex capital solutions for developers. Mr. Davies an active member of several industry organizations, including ULI, NAIOP, ICSC. Philanthropically, he is involved with Building Hope for the Los Angeles Real Estate & Construction Industries Council, and is a cofounder of the PEERS Organization, which stands for Philanthropy, Entrepreneurism, Environment, Relationships & Social Endeavors. Mr. Davies is a graduate of the University of Arizona’s Regional Development Bachelor’s Program.

Sponsors

Media Partners

DebtWire
Financial Poise
The Land Report
The News Funnel
Savvy Investor
Wealth Adviser
IREI
MDRD Group
EquityStake
Family Office Networks
REIDIN.com
Albourne Village
BarclayHedge
Bloomberg BRIEF
Hedge Connection
Hedgeweek
Preqin
Private Equity Wire
Property Funds World
MediaShares
Agenda for September 15, 2016
8:00 am
REGISTRATION & NETWORKING BREAKFAST
9:00 am
CHAIRPERSON’S WELCOME AND OPENING REMARKS
Andrew T. Kirsh

Andrew T. Kirsh

Founding Partner

SKLAR KIRSH LLP

Andrew Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firm’s Real Estate practice. Andrew is an experienced commercial real estate transactional attorney, whose clientele includes a broad spectrum of national, regional and local investors, funds, developers, operators, syndicators, private equity providers and lenders. Andrew’s practice involves all aspects of the real estate industry, including acquisitions, equity investments, syndications, development, leasing, and financing.
Andrew began his career as a real estate attorney in the Los Angeles office of the global firm, Latham & Watkins, and subsequently assisted with the opening of the Los Angeles office of Goodwin Procter.

Andrew has been recognized by Real Estate Forum in 2011 and 2012 as “Top 40 Under 40″ in the real estate industry nationally, and as a “Southern California Super Lawyer” by Law & Politics and Los Angeles magazine (2013-2016). He has also been recognized as Los Angeles Business Journal Top 40 Real Estate Lawyer July 2013. Andrew is a frequent speaker at real estate industry conferences.

Andrew is active in the Los Angeles community and serves as a member of the Young Presidents Organization – Malibu Chapter, Jewish Federation’s Real Estate Cabinet, City of Hope and American Jewish University Moriah Society. 

9:15 am
KEYNOTE INTERVIEW: A GLOBAL MARKET OUTLOOK ON THE EVE OF A SECULAR SHIFT IN REAL ESTATE
  • Understanding the macroeconomic environment in the US impacting real estate opportunities
  • A look at investor interest: hesitation in international investment stemming worldwide geopolitical concerns, and global market weakness
  • Discuss the untested market trend of private equity firms acting as the sponsor or the LP in new deals: with their shortened investment horizon, can this withstand a downturn?
  • Expectations for market strength in 2017, and a look at the potential cycle peak
  • Covering the consequences of uncertainty in both the Chinese and UK economies
  • Exploration into the shift to private debt over bank debt complementing private equity in fund structures
  • Potential declines in the CMBS market, and how the markets will respond
Bert J. Crouch

Bert J. Crouch

Managing Director, Portfolio Manager – Structured Investments

INVESCO REAL ESTATE

Mr. Crouch joined Invesco Real Estate in 2009 to lead the formation and growth of its Structured Investments platform. In his current role as Portfolio Manager, Mr. Crouch is primarily focused on the strategic, transactional, and fundraising sides of both opportunistic and structured credit investments/originations related to commercial and multifamily real estate across the U.S. and Europe.

Specifically, he is the named Portfolio Manager for Invesco Mortgage Recovery Funds I & II along with the structured credit portfolio of Invesco Mortgage Capital. Additionally, Mr. Crouch is a member of the firm’s Investment Committee and Investment Strategy Group.

Before joining Invesco, Mr. Crouch served as the Director of Acquisitions for Presidio Investments, a wholly-owned subsidiary of Hunt Realty Investments, where he was responsible for leading the execution of Presidio’s investment strategy focused on the acquisition of secondary commercial mortgages and investments in public real estate securities. Prior to Presidio, Mr. Crouch worked in the New York office of Wells Fargo’s Real Estate Merchant Banking Group originating and acquiring highly structured commercial mortgage products to round out his 15 years of experience. 

Mr. Crouch holds a B.B.A. in finance with honors from the McCombs School of Business at the University of Texas at Austin. He has also completed Wells Fargo’s Credit Management Training Program in San Francisco.

Andrew T. Kirsh

Interviewed by:

Andrew T. Kirsh

Founding Partner

SKLAR KIRSH LLP

Andrew Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firm’s Real Estate practice. Andrew is an experienced commercial real estate transactional attorney, whose clientele includes a broad spectrum of national, regional and local investors, funds, developers, operators, syndicators, private equity providers and lenders. Andrew’s practice involves all aspects of the real estate industry, including acquisitions, equity investments, syndications, development, leasing, and financing.
Andrew began his career as a real estate attorney in the Los Angeles office of the global firm, Latham & Watkins, and subsequently assisted with the opening of the Los Angeles office of Goodwin Procter.

Andrew has been recognized by Real Estate Forum in 2011 and 2012 as “Top 40 Under 40″ in the real estate industry nationally, and as a “Southern California Super Lawyer” by Law & Politics and Los Angeles magazine (2013-2016). He has also been recognized as Los Angeles Business Journal Top 40 Real Estate Lawyer July 2013. Andrew is a frequent speaker at real estate industry conferences.

Andrew is active in the Los Angeles community and serves as a member of the Young Presidents Organization – Malibu Chapter, Jewish Federation’s Real Estate Cabinet, City of Hope and American Jewish University Moriah Society. 

10:00 am
SECTOR TRENDS & DEMOGRAPHICS IMPACTING CAPITAL MARKETS
  • A look at current cap rates: expectations on the continuation of low rates and mirrored yields
  • Preparing for a downturn by shortening the real estate investment cycle
  • Exploring the impact the expansion of technology has had on the office space revolution in the sharing economy and the “creative office”
  • Geographies where investors are finding newfound returns 
  • Discuss niche sectors and value-add opportunities providing yield in a crowded space – focus on: specialty assets and warehouse and industrial investments responding to ecommerce
  • The viability of construction and ground-up projects vs. acquisitions
  • Complementing equity portfolios with debt investments – focus on alternative and subordinated debt in bridge lending, mezzanine, and B-notes
  • Finding the right pricing structure in rental rates for multifamily housing in urban centers
  • Trends in transportation: a push back into the suburbs vs. urbanization
Sam Alison

Sam Alison

Regional Director

STAN JOHNSON COMPANY

As Regional Director for Stan Johnson Company, Sam Alison leads the West Region’s ten-broker group, providing best-in-class advisory and brokerage services to clients in the acquisition and disposition of their net-leased properties nationwide. Currently Team Alison has over $108M of net-leased properties listed.
As an investment sales broker, Alison has sold over 15 million square feet of properties and over $3 billion in total consideration. Prior to joining Stan Johnson Company, Alison advised clients and brokered the sale of investment properties at CBRE, managed and sold a real estate portfolio at Weyerhaeuser Corporation, leased and developed retail centers at Trammell Crow Company, and designed and built gas stations and C-stores for Exxon Mobil Corporation.

Jonathan Epstein

Jonathan Epstein

Partner, Head of West Coast

GREENOAK REAL ESTATE

Jonathan Epstein is a Partner of GreenOak Real Estate Advisors LP. Mr. Epstein leads the firm’s investment efforts in the Western U.S. and is responsible for the firm’s investment strategy, sourcing, structuring and asset management for the Western region. Mr. Epstein has 27 years of experience in a broad range of real estate activities, including principal investing , finance and Investment Banking. During his career Mr. Epstein has been responsible for the acquisition, development, financing and management of over $50 billion of commercial real estate assets and companies, representing all asset classes, in the United States, Asia and Europe.

Mr. Epstein is a current member of Urban Land Institute (ULI), International Council of Shopping Centers (ICSC ) and the Pension Real Estate Association (PREA) and is a past member of the Policy Advisory Board of the Fisher School of Real Estate at the University of California, Berkeley, and past Vice Chairman of ULI in Japan. Mr. Epstein is a Professional Advisory Board Member of the Rett Syndrome Research Trust.

Mr. Epstein is a graduate of the School of Management at Boston University .

Nathan Whigham

Nathan Whigham

Director of Business Development

CLEANFUND

Nathan is responsible for business development in Southern California, focusing on the commercial real estate market. Over his career he’s gained experience in sales and business development in the real estate, renewable energy and energy efficiency industries. Most recently Nathan was Director of Business Development at Nebo Capital, a commercial real estate mortgage brokerage firm, where he placed all types of debt and equity for real estate developers and property owners in highly structured transactions across all product types. He has also been a Senior Project Developer for Borrego Solar where he developed over $30M of solar projects in CA, NJ and Canada including a 3.5MW project with the Air Force. Nathan began his career as a Sales Engineer at Trane, a commercial HVAC equipment manufacturer and energy services company. He holds an MBA from Marshall at USC and a BS in Systems Engineering from the University of Arizona.

David Lynn

Moderator:

David Lynn

Chief Executive Officer

EVEREST INVESTMENT PROPERTY

David Lynn, Ph.D., is the Founder and Chief Executive Officer of Everest Medical Core Properties, building on his extensive experience as a real estate investor and strategist. Dr. Lynn has over 25 years experience in national and international markets, investing and managing tens of billions of dollars in commercial real estate portfolios.Dr. Lynn has extensive familiarity with medical office building real estate with more than 40 deals totaling $750 million in gross asset value.

Before founding Everest Medical Core Properties, he founded and led Everest Investment Property, served as Executive Vice President, Chief Investment Officer and Head of Portfolio Management at Cole Real Estate Investments, Inc., as a Partner and Managing Director at ING Clarion Partners and as a Senior Manager at AIG Global RE, Avalon Bay Communities and the Target Corporation.

As a preeminent thought leader in the commercial real estate industry, Dr. Lynn speaks frequently at national industry events and media interviews. He has written several books on commercial real estate investing. He earned his Ph.D. and MS in Financial Economics at the London School of Economics, a Master of Business Administration (MBA) from the Sloan School of Management, MIT, an MA at Cornell University and a BA from the University of California at Berkeley.

Dr. Lynn is a Counselor of Real Estate (CRE), a Certified Portfolio and Investment Manager (CPIM), a Chartered Management Analyst (CMA) and an ISO 9000 Certified Auditor.

10:45 am
MORNING NETWORKING BREAK

* 1-on-1 Networking Session. Alongside the networking break, we will be running a series of concise meetings, where real estate investors, asset managers, and operators will connect and evaluate the potential for mutual business endeavors. (Pre-registration is required to attend this session.)

11:30 am
LP EXPECTATIONS, TARGETS AND RISK AND RETURN APPETITES FOR 2017
  • Discuss LP expectations on yield and asset classes providing returns for 2017
  • Understanding what LPs are looking for, who they are partnering with, and how they are building these relationships
  • Learn the evolution of an operator working with LPs and reaching the institutional investor capital
  • Breaking down the variable terms and conditions across capital sources and understanding each of their nuances
  • Looking at opportunities with GP and LP co-investments
  • Investment trends in existing debt and securities
  • Niche areas where investors are looking outside of the traditional asset classes for diversification and higher yield returns
    • Focus on: senior housing, student housing, self-storage, data centers, etc. 
  • Responding to current marketplace expectations and investment criteria and structure LPs are looking for
Dani Evanson

Dani Evanson

Managing Director

RMA, INC.

Dani Evanson is a Principal and Managing Director of RMA. Together with executive management, Dani leads the firm’s strategic direction. Dani is responsible for capital raising, fund management and accounting, and investor relations. She co-manages RMA’s joint venture partner relationships and serves on RMA’s investment committee.

Dani has 20 years of experience in real estate with a background in acquisitions, dispositions and portfolio management. Prior to joining RMA, Dani was a Real Estate Director at a Los Angeles based family office. In that role, she had primary responsibility for investing and managing a $500 million real estate portfolio consisting of investments in commercial properties, investment funds, joint ventures and real estate operating companies. The portfolio included mixed-use, industrial, office, residential and retail assets. In addition, Dani served on the advisory board for two real estate investment funds.

Matthew Gorelik

Matthew Gorelik

Founder, Chairman & CEO

TOWNSHIP CAPITAL

Matthew Gorelik is the Chief Executive Officer of Township Capital, a private equity and mortgage banking firm based in Los Angeles. The company focuses on executing general partnership (GP) co-investments from discretionary private funds alongside best-in-class real estate operators, institutional investment partners, and family offices. The firm serves in a capital advisory role in all transactions in which it invests by arranging the most advantageous debt financing solutions available in the marketplace.

Prior to forming Township Capital, Matthew spent more than 20 years in the private banking business building multi-generational relationships with many of the country’s most sophisticated and active real estate owners and operators. He has personally sourced, negotiated, and placed north of $5 billion in structured capital over his career.

Matthew currently serves as an ambassador at Children’s Hospital Los Angeles as well as on the board of the Greater Los Angeles Epilepsy Foundation.

Jonathan Lotter

Jonathan Lotter

Managing Partner

APPIAN CAPITAL

As managing partner and founder of Appian Capital, Mr. Lotter is primarily responsible for developing relationships with operating partners,overseeing the management of our investment strategies and expanding the company’s capital base.
With over 20 years of investment and real estate transaction experience, Mr. Lotter has directed the investment in over $850 million of realestate comprising 2.3 million square feet of commercial property and 3,000+ residential units. Mr. Lotter began his career in institutionalcapital management at Franklin Templeton and Barclays Global Investors (now BlackRock) before founding Appian Capital in January 2000.
Mr. Lotter earned his B.A. degree in Political Science from the University of California, Berkeley.
Mr. Lotter frequently speaks at industry conferences and is an active member of various industry organizations.

Fred Pierce

Fred Pierce

President & CEO

PIERCE EDUCATION PROPERTIES

Malcolm Davies

Moderator:

Malcolm Davies

Managing Director

HFF

Mr. Davies is a Managing Director in the Los Angeles office of HFF with nearly 20 years of experience as a developer and a capital advisor. As a member of HFF’s debt and equity placement group, he focuses on transactions for multiple property types in Southern California and the West Coast. Throughout the course of his career, Mr. Davies has been involved in nearly $1.5 billion of debt and equity transactions.
Mr. Davies joined the firm in June 2016. He joins HFF from George Smith Partners where he was a partner in charge of running the Structured Finance Group, which specializes in structuring complex capital solutions for developers. Mr. Davies an active member of several industry organizations, including ULI, NAIOP, ICSC. Philanthropically, he is involved with Building Hope for the Los Angeles Real Estate & Construction Industries Council, and is a cofounder of the PEERS Organization, which stands for Philanthropy, Entrepreneurism, Environment, Relationships & Social Endeavors. Mr. Davies is a graduate of the University of Arizona’s Regional Development Bachelor’s Program.

12:15 pm
THE OPERATOR PERSPECTIVE: RELATIONSHIPS, TARGET MARKETS AND FUNDRAISING
  • Sector focus for new developments and acquisitions
  • Understanding the relationship between the operator and the investor
  • Discuss where operators are focusing efforts now: debt vs. equity, and challenges in construction lending vs. acquisitions
  • Anticipating market needs in geographies and niche sectors and classes
  • Developing partnerships with investors, and working out agreeable terms
  • Breaking down the potential opportunities and challenges in mixed-use real estate
  • Prospects in creating unique and tailored spaces for a premium
Matthew S. Romney

Matthew S. Romney

Managing Director

SUNDANCE BAY

Mr. Romney is a Managing Director of Sundance Bay, a privately held real estate investment firm headquartered in San Diego. He previously served as Senior Vice President of Capital Markets at Excel Trust, a publicly traded real estate investment trust (REIT). Prior to that, Mr. Romney held various marketing and management positions in Seattle and Boston for Microsoft, Lavastorm and Polaroid. Mr. Romney received a Master's Degree in Business Administration from Harvard Business School and a Bachelor of Arts in Political Science from Brigham Young University. He serves on the Board of Directors for the Sabin Children’s Foundation, Integrated Oncology Network and Dupuytren Foundation (Advisory). He and his wife, Laurie, are the proud parents of 4 children.

Matthew Ahrens

Matthew Ahrens

SVP, Acquisitions

RISING REALTY PARTNERS

Matthew Ahrens leads Rising's acquisitions activities, including sourcing, underwriting, financing, and closing transactions. Since joining Rising, Matthew has closed more than 3 million square feet of opportunistic investments in Southern California with a total capitalization of more than $600 million.

Prior to joining Rising, Matthew worked for Principal Real Estate Investors, the real estate investment subsidiary of the The Principal Financial Group. While at Principal, Matthew was involved in the securitization of more than 200 commercial real estate loans with a total loan balance of more than $1 billion. In a subsequent role, Matthew provided investment credit analysis on a $7 billion portfolio of commercial mortgage backed securities.

Matthew has Bachelor of Science degrees in Finance and Accounting from Iowa State University, and a Master's Degree in Real Estate Development from the University of Southern California. Matthew is an active member of NAIOP and the Pension Real Estate Association.

Tom Orradre

Tom Orradre

Managing Partner

ISLES RANCH PARTNERS

As Managing Partner, Tom co-manages the firm and leads its alternative investment activities in the Pacific and Southwest regions of the United States.

Prior to Isles Ranch, Tom was a Senior Director at Mountain Real Estate Capital, where he was responsible for deal origination throughout the western United States. Prior to that, he was primarily responsible for the disposition of GMAC’s California residential construction loan portfolio through Cerberus Real Estate Capital Management and its affiliates. Tom began his career at Pacific Investment Management Company (PIMCO) and also spent over 4 years in the investment banking industry focused on mergers and acquisitions of private middle market companies.

Tom received his BBA at the University of San Diego and earned his MBA from the University of Southern California’s Marshall School of Business. He is a CFA Charterholder and member of the Urban Land Institute. Tom is based in Newport Beach with his wife and two children.

David Madrid

David Madrid

Managing Director

MDRD GROUP

David Madrid is the Managing Director and founder of Madrid Group, a real estate investment and development company based in San Francisco. David has 10 years of experience in design, investment, finance, and construction delivering over $300m of office, multi-family, and single-family assets. In addition, he has been responsible for the execution and delivery of over 3m sqft. of commercial real estate. David holds a Masters in Architecture from the University of Pennsylvania’s School of Design with a concentration in Real Estate Design and Development from the Wharton School.

Jim Hibbert

Jim Hibbert

CEO & Managing Director

NOBLE STREET ADVISORS

Jim is CEO and Managing Director of Noble Street Advisors (NSA), which provides real estate organizations with the skills and technology needed to produce institutional quality accounting and reporting. Jim manages a team of CPAs and engineers in in serving clients of all sizes including Canyon Capital, KeyBank Real Estate Capital, LNR Property Corporation, Platinum Equity, and the Related Group.

In 2008 the Federal Reserve Board invited Jim to Washington D.C. to share his perspective on the financial crisis. Shortly thereafter the Department of the Treasury invited Jim to speak. Jim graduated cum laude from University of the Pacific with a Bachelor of Science degree in Business Administration.

Andrew T. Kirsh

Moderator:

Andrew T. Kirsh

Founding Partner

SKLAR KIRSH LLP

Andrew Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firm’s Real Estate practice. Andrew is an experienced commercial real estate transactional attorney, whose clientele includes a broad spectrum of national, regional and local investors, funds, developers, operators, syndicators, private equity providers and lenders. Andrew’s practice involves all aspects of the real estate industry, including acquisitions, equity investments, syndications, development, leasing, and financing.
Andrew began his career as a real estate attorney in the Los Angeles office of the global firm, Latham & Watkins, and subsequently assisted with the opening of the Los Angeles office of Goodwin Procter.

Andrew has been recognized by Real Estate Forum in 2011 and 2012 as “Top 40 Under 40″ in the real estate industry nationally, and as a “Southern California Super Lawyer” by Law & Politics and Los Angeles magazine (2013-2016). He has also been recognized as Los Angeles Business Journal Top 40 Real Estate Lawyer July 2013. Andrew is a frequent speaker at real estate industry conferences.

Andrew is active in the Los Angeles community and serves as a member of the Young Presidents Organization – Malibu Chapter, Jewish Federation’s Real Estate Cabinet, City of Hope and American Jewish University Moriah Society. 

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 real estate private equity industry with your peers. These sessions are designed to allow you to share your expertise with a small, intimate group of attendees, and directly interact with experts leading the sector. Choose between one of the following topics:

Roundtable 1

NEXT GENERATION FUNDRAISING STRATEGIES AND PARTNERSHIPS

  • The importance of finding the right partner, and working out mutually beneficial deal structures
  • Finding the right capital, and enough of it, for a ground-up development or a new acquisition
  • Types of capital professionals are targeting now, and how to secure it
  • Discover which new fundraising strategies are getting traction, and how to utilize them for your own project
  • Challenges, benefits, and compliance requirements for online fundraising
  • Understanding different types of crowdfunding, and potential opportunities on a per-project basis
Forrest Jinks

Forrest Jinks

Managing Partner

ALTUS EQUITY GROUP, LP

Forrest Jinks is the Managing Partner of Altus Equity Group, LP. Forrest has more than 21 years of diverse real estate experience and has served as the lead investor in over $100M in real estate transactions. He currently oversees a portfolio of assets valued at over $50M, including over 600 residential units, 35,000 sq.ft. of office/retail space and several development projects.

Forrest is actively involved in the community and currently serves as a Board Member for Habitat for Humanity and a Member of the Screening Committee of the North Bay Angels. He resides in Santa Rosa, CA with his wife and two young children.

Alexander Fraser

Alexander Fraser

Managing Director

GI PARTNERS

Mr. Fraser is a Managing Director of GI Partners. His investing efforts are focused in the data center, real estate and healthcare sectors. He currently serves on the board of MRI Software and Plum Healthcare and he oversees the investment activities of TechCore and DataCore, core managed accounts focused on technology-advantaged real estate. Mr. Fraser previously served on the boards of Sunset Gower Studios, The Telx Group, FlatIron Crossing, STAG Industrial (NYSE: STAG), AdvoServ, and Waypoint Homes. Before GI Partners, Mr. Fraser worked as a Vice President in JP Morgan's Real Estate, Gaming and Lodging Investment Banking Group in New York and London, where he advised REITs, REOCs and real estate opportunity funds on capital market and M&A transactions, as well as strategic initiatives. Previously, he worked as a sell-side equity analyst for Thomas Weisel Partners, LLC. Mr. Fraser received his B.A. from Colgate University, where he graduated magna cum laude and Phi Beta Kappa, and his M.B.A. from The Darden School of Business at the University of Virginia, where he was a Shermet Award recipient. He currently serves as a Trustee of the Bay Area Discovery Museum and the Mark Day School.

Roundtable 2

INVESTMENT TRANSACTION TRENDS AND THE PROBLEM WITH DRY POWDER

  • The prospect of investors acting as loan originators, and understanding the new challenges associated with this new role
  • Challenges with HVCRE loans, and retaining that additional 15% risk
  • The future of blind pool funds, and what to do with the recent issue of dry powder
  • Opportunities in club deals brought on by institutional investors
  • All-time high valuations, and the availability of affordable opportunities
  • Quick turnarounds in the increased selling market – preparing for a downturn during in this peak pricing market
Steve Fried

Steve Fried

Principal

MESA WEST CAPITAL

Steve Fried is a Principal and co-head of west coast originations at Mesa West Capital, overseeing loan origination in Southern California, the Southwestern US, and Texas. Since joining the firm Steve has financed over $2 billion in commercial real estate transactions across all major property types. Prior to joining Mesa West Capital, Steve was an auditor for Deloitte & Touche’s financial services group in New York. While at Deloitte & Touche, Steve earned his CPA and managed and implemented financial audits for private equity funds including Morgan Stanley’s real estate funds, The Blackstone Group’s mezzanine funds and JC Flowers & Co and Rockefeller & Co funds. Steve received a BS in accounting from Yeshiva University in New York and an MBA from UCLA’s Anderson School of Management.

3:00 pm
AFTERNOON NETWORKING BREAK
3:20 pm
UTILIZING FOREIGN CAPITAL FOR U.S. REAL ESTATE
  • Understanding the challenges with regulatory and compliance issues: the easing of FIRPTA, and potential opportunities with EB-5
  • Tax hurdles for foreign investment in US REITs and funds
  • Asset class targets and sectors foreign investors are seeking in the US, and how to accommodate
  • What to expect in 2017 from these investors, and which countries provide the majority of capital
  • Potentially unstable global economies driving investment in US real estate
  • The investor response to rising property costs
Joaquin de Monet

Joaquin de Monet

Founder & Managing Partner

PALISADES CAPITAL REALTY ADVISORS

Joaquin de Monet is a leader in the commercial real estate industry with expertise in global real estate advisory and investment management services. He has led teams of high-performance real professionals worldwide, and has a successful track record for executing large equity and debt transactions in the United States and Latin America, and for building, operating and managing multi-billion dollar real estate businesses and portfolios.

In 2013, de Monet founded and serves as managing principal of Palisades Capital Realty Advisors, LLC, a boutique commercial real estate advisory firm that brings customized real estate investment solutions to private capital (high net-worth and family office) for US and Latin American investors.

De Monet is actively involved in both community and industry endeavors. He has been recognized with the City of Hope’s highest honor, the Spirit of Life award, and founded Arden in the Community, a volunteer program that has generated more than 20,000 service hours to local communities. He has been recognized by Real Estate Forum as one of Southern California’s Real Estate Icons and a National Icon for the office property class. He serves on the Leadership Board of the Lusk Center for Real Estate at the University of Southern California (USC) and on the Executive Committee of City of Hope’s Los Angeles Real Estate Council. De Monet also was an inaugural member of GE Capital Real Estate's Executive Council, serving from 2008 through 2013. He is a graduate of USC.

Sandeep Pathak

Sandeep Pathak

Managing Director

ACKMAN ZIFF REAL ESTATE GROUP

Sandeep Pathak is a Managing Director in the Los Angeles office of Ackman Ziff, focused on investment banking and capital advisory for clients. His responsibilities include generating equity and debt opportunities, nationally. He has sourced and executed more than $12.0 billion of real estate debt and equity transactions in his career.

Prior to Ackman-Ziff, Sandeep worked for the Abu Dhabi Investment Authority (ADIA) and ING Clarion Partners where he focused on principal investing activitiesand capital-formation. Through these roles, he has advised various institutional capital providers including foreign sovereigns, pension funds, and endowments.

Previously, Sandeep worked inlending for Goldman Sachs and RBS Greenwich Capital, where he was actively involved in real estate originations, execution, and securitization. , Sandeep also worked in consulting with Lend Lease / Rosen Consulting Group. Sandeep earned his Bachelor’s degree from the University of California, Los Angeles (UCLA) and an MBA from Columbia University.

Daniel Carter

Daniel Carter

CEO & Founder

WINDMILL INVESTMENTS, LLC

Mr. Carter has been a real estate investor and an entrepreneur since 1983. He owns and/or manages nearly 2000 residential and commercial units with a market value of $150M. Mr. Carter graduated from Oregon State University in 1983 with a degree in Computer Science. From 1983 to 1988, he worked for Microsoft in various engineering and management rolesat its Seattle headquarters. While at Microsoft he also helped establish and support Microsoft’s European offices. In 1989, Daniel co-founded International Software Products (iSP), a software translation and localization company, where he served as CEO from 1989 to 2001. In 2004,he oversaw the acquisition ofiSP by Transperfect, one of the leading worldwide translation companies. Mr. Carterhas numerous published articles and regular speaking engagements at industry conferences and events. 

Scott Lyle

Moderator:

Scott Lyle

Chief Operating Officer

PALISADES CAPITAL REALTY ADVISORS

Scott Lyle has more than 20 years of experience driving successful returns and innovation in commercial real estate investments in major markets throughout the U.S. Well known for both his operational expertise and his track record as a strategic leader, Scott provides executive oversight for all aspects of Palisades’ company and portfolio operations including property management, asset management, leasing, construction and sustainability practices for Palisades’ growing portfolio of core plus and value-add assets in suburban office markets across the western region. His primary focus is in optimizing investor returns through a variety of proprietary operational best practices developed over years of successful portfolio optimization.

Formerly the COO at Arden Realty/GE Capital, Scott oversaw Arden’s operations during its transition from a Southern California-based office REIT into a national landlord, expansion into eight major markets and execution of more than $6 billion in real estate transactions.

4:00 pm
BEST PRACTICES OPEN FORUM: ANALYZING THE NEGOTIATION FRAMEWORK

This session will examine the negotiation process, due diligence, and funding strategies in a recent transaction. This will be structured as an interactive case study, and provide a forum to explain and examine the intricate processes involved while opening the floor for discussion. It will provide a tangible example of the concepts covered today, and give you insight on how to apply these strategies from this successful transaction to your own.

  • Sourcing the deal
  • Navigating the challenges in negotiation and due diligence
  • Executing and finalizing the transaction
  • Open forum discussion on the tangible representation of future transactions
Bob Champion

Bob Champion

Founder & CEO

CHAMPION REAL ESTATE COMPANY

Bob Champion is the founder and President of Champion Real Estate Company. Bob oversees the Company’s division heads and guides the development of the Company’s overall investment strategy.

Bob has a Master's of Real Estate Development from the University of Southern California where he also taught real estate investment, development, and urban planning for 16 years. He is a nationally recognized expert in shopping centers, vertical retailing, public-private partnerships and mixed-use development with retail, residential, office and entertainment components.

In addition, Bob has taught at UCLA, ICSC University, and the CRA University. He has been a featured speaker on multiple occasions at the annual conferences of ULI, ICSC and CRA and for Apartment Finance, Realshare, and Real Estate Trends. Bob has completed over $1 billion in real estate investments and developments.

4:30 pm
CLOSING SUMMARY & NETWORKING RECEPTION

PRE-SUMMIT WORKSHOP A:

THE EVOLUTION OF JV EQUITY, AND THE VALUE IN THE MIDDLE MARKET

Wednesday September 14, 2016

9:30 am to 11:30 am

This workshop will cover opportunities in JV equity deals for the upcoming year, and which markets will provide the best opportunities outside of primary and traditional sectors. You will leave this workshop with a greater understanding of:

  • The changing process of deal structuring in JV equity deals
  • Finding where JV equity partnerships are the most successful, and how these have changed over the last year
  • Sectors and geographies to focus on in finding affordable deals
  • Value-add and core plus opportunities helping to diversify your portfolio
  • Strategies for making your extended due diligence worth the investment
  • Opportunities and strategies in emerging sectors outside of the traditional model
  • The investor response to working through dry powder for the first time in years
  • How developers are responding to the problem, and the cities that are benefiting from new investment trends in secondary markets

You will have the opportunity to meet with your peers, and leave with new contacts in the industry looking to develop relationships. This workshop will give you a deeper insight into new opportunities to look for in 2017, and provide an intimate space to build connections.

Eliot Bencuya Eliot Bencuya
Partner & Co-Founder
TRYPERION PARTNERS

Mr. Bencuya is a Partner and Co-Founder of Tryperion Partners. His primary responsibilities include sourcing and executing new investments, procuring asset financing and directing the firm’s investment strategy. Mr. Bencuya has extensive experience identifying, underwriting, and executing value-add real estate investments. Prior to forming Tryperion, he was a Vice President of Acquisitions for Canyon Capital Realty Advisors and the Canyon-Johnson Urban Funds, where he was responsible for originating, underwriting, structuring and executing transactions in the Pacific Northwest, Northern California and Midwest regions. Mr. Bencuya also held positions at Sovereign Investment Company (a subsidiary of the Marcus and Millichap Company) and the investment banking division of Merrill Lynch & Co. He holds a Bachelor of Arts degree in Economics and International Studies from Yale University, and a Masters of Business Administration degree from the Haas School of Business at the University of California, Berkeley.

Louis A. Harrison Louis A. Harrison
Partner
BELVERON PARTNERS

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

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

PRE-SUMMIT WORKSHOP B:

COMPLEMENTING DEBT WITH EQUITY: STRATEGIES IN CONSTRUCTION LENDING AND CMBS

Wednesday September 14, 2016

12:30 pm to 2:30 pm

This workshop will unpack the trend of private equity firms now acting as loan originators, and provide an exploratory look into how to apply these strategies and deal with the associated challenges within your own firm. Here we will discuss:

  • Opportunities and challenges associated with construction lending for 2017
  • Looking at the current rate of developments, and if this trend will continue
  • Discuss the potential risk retention on new HVCRE loans, and what to do with the additional 15% retained
  • Exploring CMBS structures, and how to implement them in your own portfolio
  • Understanding the full risk assessment and required due diligence for these debt strategies, and how it varies from the traditional equity model

You will leave this session with a newfound understanding for how to complement your equity portfolio with new construction and CMBS strategies not previously employed by private equity firms, and a new set of peer contacts to get yourself ahead in this burgeoning sector.

Michael Fleischer Michael Fleischer
Senior Vice President
RELATED FUND MANAGEMENT

Mr. Fleischer is a Senior Vice President in the Los Angeles office of Related Fund Management where he focuses on Related’s debt investment strategy, including transaction origination, structuring, asset management and portfolio finance. Mr. Fleischer’s experience includes more than eight years as a principal investor/lender with Canyon Capital Realty Advisors and Links Capital Partners and more than eight years as outside legal counsel with the law firms Sullivan & Cromwell and Gibson, Dunn & Crutcher. He received an MBA from Columbia Business School and JD from Columbia Law School, and received a BA in economics from Columbia College. Mr. Fleischer also studied economics at Cambridge University.

Eric Kraft Eric Kraft
Director
CCRE

Related Companies, L.P, Los Angeles, CA (1.5 years)

  • Related Fund Management – Senior Vice President, Head of West Coast
  • $1.0B high-yield debt fund focused on opportunistic mezzanine debt, senior debt and equity investments across all asset classes.

New Pacific Realty Corp., Beverly Hills, CA (5 years)

  • Principal
  • Opportunistic real estate investment and development company targeting direct equity and debt investments in real estate assets, portfolios, joint ventures and operating companies.

Lehman Brothers Inc., Los Angeles, CA (8 years)

  • Vice President – Principal Transactions Group
  • Discretionary balance sheet and fund capital for opportunistic equity and mezzanine investments. 

Dillon Read Venture Capital (2 years)

  • Analyst
  • Private equity / venture capital arm of Dillon, Read & Co. focused on later-stage operating company equity investments. 

University of Pennsylvania – Wharton School

PRE-SUMMIT WORKSHOP C:

THE TECH SECTOR: INNOVATIONS SHIFTING REAL ESTATE DEMANDS AND FUNCTIONS

Wednesday September 14, 2016

3:00 pm to 5:00 pm

This workshop will give you insight into the explosion of the tech industry and how to respond to the associated real estate demands. Demographics are impacting the availability of opportunities, so here we will discuss:

  • The consistently growing tech company base on the west coast, and responding to the expanding office space demands
  • Looking at the future of real estate trends, and what 2017 will bring in new developments
  • Trends in creative office repositionings, and what companies are looking for now
  • Office space absorption impacting the markets
  • The movement of offices, people, and tenants to downtown and urban areas

You will leave this session with a much better understanding of the current real estate market as it relates to recent developments in the tech industry, and clear strategies in how to respond to demographic needs with new, pertinent contacts with experts in the industry.

Howard Kozloff Howard Kozloff
Managing Partner
AGORA PARTNERS

Howard Kozloff is the Founder and Managing Partner of Agora Partners, a real estate development and investment company in Southern California. Agora Partners also includes a national advisory practice providing investment strategy for municipalities, banks, investment funds and family offices. Founded in 2006, Agora's primary focus is on identifying and creating value-add opportunities in emerging urban environments across scales and asset types.

Prior to Agora, Howard oversaw asset management strategies for projects ranging from mixed-use infill sites to resort villages as Director of Development Strategies at Hart Howerton. At The Martin Group and, before that, at Macerich, he managed urban infill and retail development opportunities. Howard was also Project Manager at BRV Corp., focusing on urban neighborhood revitalization through public-private partnerships.

Howard holds a Master of Urban Planning from Harvard University, a Master of Science in Real Estate Development from Columbia University and a Bachelor of Arts in Urban Studies and Design of the Environment from the University of Pennsylvania. Howard is actively involved in the Urban Land Institute (ULI) and is the co-founder of the ULI Real Estate Entrepreneur Program. A published author and frequent speaker, Howard has also served as adjunct faculty at the University of Pennsylvania, Columbia University and the University of Southern California.

 

Carl Muhlstein Carl Muhlstein
Managing Director
JLL

Active in Los Angeles commercial real estate for more than 30 years, Carl Muhlstein is a Regional Director for JLL in Downtown Los Angeles. Carl’s background includes all forms of tenant, landlord, and investment related assignments with a special emphasis on the entertainment industry, creative office and workplace strategies. Carl has served in senior positions with Cushman & Wakefield, Cushman Realty Corporation, Insignia/ESG Capital Advisors and Tishman Speyer Properties.

A graduate of Cal State Northridge, Carl is a Los Angeles native. He has served board and advisory roles for five Mayoral administrations, ULI, and LACRA. He served as a public board member of the American Institute of Architects of Greater Los Angeles and chair of the BOMA Political Action Committee. He chairs the Citizen Oversight Committee for the Los Angeles Prop F Fire Facilities Bond and is an adviser in AIA’s effort to develop a Center for Architecture in Los Angeles. Carl is a past recipient of the IBD’s Caliber Award for Broker of the Year, a recipient of the JLL 2013 Broker Culture Award and was JLL’s top producer in Southern California in 2014. Carl’s enthusiasm for the industry is well demonstrated on Twitter @CarlMuhlstein.

LUNCHEON WORKSHOP:

OPPORTUNITIES IN LOAN ORIGINATION: UNDERSTANDING THE RANGE OF DEBT STRUCTURES

Thursday September 15, 2016

1:15 pm to 2:15 pm

This workshop will focus on the full range of available debt structures, and unpack the opportunities available that will allow investors to complement their current equity portfolio. Here we will cover:

  • An overview of available debt structures and their associated risks: combining senior, mezz, B notes, and other forms of subordinated debt, and how to price it
  • Alternative lenders providing credit services, and opportunities within the lending sphere 
  • The replacement of private debt funds to traditional lending with the hole left by banks: responding to unmet lending demands
  • Understanding the restrictions on large banks that are opening up opportunities for non-bank lenders, and what still needs to be done to meet compliance requirements
  • The role of balance sheet lenders with private equity firms in the debt space

You will leave this session with a much better understanding of available debt structures, and the risks and opportunities available to you. The intimate format will provide you with new contacts looking to enter into the sector with you, and potential business opportunities to diversify your portfolio.

Kevin Miller Kevin Miller
Co-President & CEO
THOROFARE CAPITAL

Kevin, a founding member of Thorofare Capital, leads origination and oversees all aspects of the Partnership. Under his leadership, the Partnership’s predecessor funds successfully originated and serviced over $800 million of loans. He offers experience in several capacities required for successful real estate investment banking, including the performance of market and financial feasibility analysis and working with borrowers, appraisers and title insurers to streamline the funding process.

Kevin is an active member of the Urban Land Institute and the Men’s Guild of the Children’s Hospital of Los Angeles. Additionally, he sits on the Board of Directors for the University of Southern California’s Marshall Partners.

Kevin graduated from the University of Southern California’s School of Letters Arts & Sciences’ Economics Program and is a frequent guest lecturer at USC.

Jerry Dunn Jerry Dunn
Principal & CEO
A10 CAPITAL

Jerry Dunn is chief executive officer of A10 Capital, which he co-founded in 2007. During his career, which has spanned more than 20 years, Jerry has developed extensive experience starting and scaling nationwide commercial lending businesses. Jerry was CEO and co-founder of AFG, a full-service commercial lending business specializing in equipment finance, which was acquired by PNC Bank. Prior to AFG, Jerry was involved in the startup of Commercial Lending Corporation (CLC), a commercial lending business specializing in financing franchise businesses and commercial real estate which was acquired by AMRESCO. Jerry attended Colorado State University on a full athletic scholarship and graduated summa cum laude with a degree in business administration, with concentrations in finance and accounting. Jerry is also a certified public accountant.

PRE-SUMMIT WORKSHOP A:

THE EVOLUTION OF JV EQUITY, AND THE VALUE IN THE MIDDLE MARKET

Wednesday September 14, 2016

9:30 am to 11:30 am

This workshop will cover opportunities in JV equity deals for the upcoming year, and which markets will provide the best opportunities outside of primary and traditional sectors. You will leave this workshop with a greater understanding of:

  • The changing process of deal structuring in JV equity deals
  • Finding where JV equity partnerships are the most successful, and how these have changed over the last year
  • Sectors and geographies to focus on in finding affordable deals
  • Value-add and core plus opportunities helping to diversify your portfolio
  • Strategies for making your extended due diligence worth the investment
  • Opportunities and strategies in emerging sectors outside of the traditional model
  • The investor response to working through dry powder for the first time in years
  • How developers are responding to the problem, and the cities that are benefiting from new investment trends in secondary markets

You will have the opportunity to meet with your peers, and leave with new contacts in the industry looking to develop relationships. This workshop will give you a deeper insight into new opportunities to look for in 2017, and provide an intimate space to build connections.

Eliot Bencuya Eliot Bencuya
Partner & Co-Founder
TRYPERION PARTNERS

Mr. Bencuya is a Partner and Co-Founder of Tryperion Partners. His primary responsibilities include sourcing and executing new investments, procuring asset financing and directing the firm’s investment strategy. Mr. Bencuya has extensive experience identifying, underwriting, and executing value-add real estate investments. Prior to forming Tryperion, he was a Vice President of Acquisitions for Canyon Capital Realty Advisors and the Canyon-Johnson Urban Funds, where he was responsible for originating, underwriting, structuring and executing transactions in the Pacific Northwest, Northern California and Midwest regions. Mr. Bencuya also held positions at Sovereign Investment Company (a subsidiary of the Marcus and Millichap Company) and the investment banking division of Merrill Lynch & Co. He holds a Bachelor of Arts degree in Economics and International Studies from Yale University, and a Masters of Business Administration degree from the Haas School of Business at the University of California, Berkeley.

Louis A. Harrison Louis A. Harrison
Partner
BELVERON PARTNERS

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

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

PRE-SUMMIT WORKSHOP B:

COMPLEMENTING DEBT WITH EQUITY: STRATEGIES IN CONSTRUCTION LENDING AND CMBS

Wednesday September 14, 2016

12:30 pm to 2:30 pm

This workshop will unpack the trend of private equity firms now acting as loan originators, and provide an exploratory look into how to apply these strategies and deal with the associated challenges within your own firm. Here we will discuss:

  • Opportunities and challenges associated with construction lending for 2017
  • Looking at the current rate of developments, and if this trend will continue
  • Discuss the potential risk retention on new HVCRE loans, and what to do with the additional 15% retained
  • Exploring CMBS structures, and how to implement them in your own portfolio
  • Understanding the full risk assessment and required due diligence for these debt strategies, and how it varies from the traditional equity model

You will leave this session with a newfound understanding for how to complement your equity portfolio with new construction and CMBS strategies not previously employed by private equity firms, and a new set of peer contacts to get yourself ahead in this burgeoning sector.

Michael Fleischer Michael Fleischer
Senior Vice President
RELATED FUND MANAGEMENT

Mr. Fleischer is a Senior Vice President in the Los Angeles office of Related Fund Management where he focuses on Related’s debt investment strategy, including transaction origination, structuring, asset management and portfolio finance. Mr. Fleischer’s experience includes more than eight years as a principal investor/lender with Canyon Capital Realty Advisors and Links Capital Partners and more than eight years as outside legal counsel with the law firms Sullivan & Cromwell and Gibson, Dunn & Crutcher. He received an MBA from Columbia Business School and JD from Columbia Law School, and received a BA in economics from Columbia College. Mr. Fleischer also studied economics at Cambridge University.

Eric Kraft Eric Kraft
Director
CCRE

Related Companies, L.P, Los Angeles, CA (1.5 years)

  • Related Fund Management – Senior Vice President, Head of West Coast
  • $1.0B high-yield debt fund focused on opportunistic mezzanine debt, senior debt and equity investments across all asset classes.

New Pacific Realty Corp., Beverly Hills, CA (5 years)

  • Principal
  • Opportunistic real estate investment and development company targeting direct equity and debt investments in real estate assets, portfolios, joint ventures and operating companies.

Lehman Brothers Inc., Los Angeles, CA (8 years)

  • Vice President – Principal Transactions Group
  • Discretionary balance sheet and fund capital for opportunistic equity and mezzanine investments. 

Dillon Read Venture Capital (2 years)

  • Analyst
  • Private equity / venture capital arm of Dillon, Read & Co. focused on later-stage operating company equity investments. 

University of Pennsylvania – Wharton School

PRE-SUMMIT WORKSHOP C:

THE TECH SECTOR: INNOVATIONS SHIFTING REAL ESTATE DEMANDS AND FUNCTIONS

Wednesday September 14, 2016

3:00 pm to 5:00 pm

This workshop will give you insight into the explosion of the tech industry and how to respond to the associated real estate demands. Demographics are impacting the availability of opportunities, so here we will discuss:

  • The consistently growing tech company base on the west coast, and responding to the expanding office space demands
  • Looking at the future of real estate trends, and what 2017 will bring in new developments
  • Trends in creative office repositionings, and what companies are looking for now
  • Office space absorption impacting the markets
  • The movement of offices, people, and tenants to downtown and urban areas

You will leave this session with a much better understanding of the current real estate market as it relates to recent developments in the tech industry, and clear strategies in how to respond to demographic needs with new, pertinent contacts with experts in the industry.

Howard Kozloff Howard Kozloff
Managing Partner
AGORA PARTNERS

Howard Kozloff is the Founder and Managing Partner of Agora Partners, a real estate development and investment company in Southern California. Agora Partners also includes a national advisory practice providing investment strategy for municipalities, banks, investment funds and family offices. Founded in 2006, Agora's primary focus is on identifying and creating value-add opportunities in emerging urban environments across scales and asset types.

Prior to Agora, Howard oversaw asset management strategies for projects ranging from mixed-use infill sites to resort villages as Director of Development Strategies at Hart Howerton. At The Martin Group and, before that, at Macerich, he managed urban infill and retail development opportunities. Howard was also Project Manager at BRV Corp., focusing on urban neighborhood revitalization through public-private partnerships.

Howard holds a Master of Urban Planning from Harvard University, a Master of Science in Real Estate Development from Columbia University and a Bachelor of Arts in Urban Studies and Design of the Environment from the University of Pennsylvania. Howard is actively involved in the Urban Land Institute (ULI) and is the co-founder of the ULI Real Estate Entrepreneur Program. A published author and frequent speaker, Howard has also served as adjunct faculty at the University of Pennsylvania, Columbia University and the University of Southern California.

 

Carl Muhlstein Carl Muhlstein
Managing Director
JLL

Active in Los Angeles commercial real estate for more than 30 years, Carl Muhlstein is a Regional Director for JLL in Downtown Los Angeles. Carl’s background includes all forms of tenant, landlord, and investment related assignments with a special emphasis on the entertainment industry, creative office and workplace strategies. Carl has served in senior positions with Cushman & Wakefield, Cushman Realty Corporation, Insignia/ESG Capital Advisors and Tishman Speyer Properties.

A graduate of Cal State Northridge, Carl is a Los Angeles native. He has served board and advisory roles for five Mayoral administrations, ULI, and LACRA. He served as a public board member of the American Institute of Architects of Greater Los Angeles and chair of the BOMA Political Action Committee. He chairs the Citizen Oversight Committee for the Los Angeles Prop F Fire Facilities Bond and is an adviser in AIA’s effort to develop a Center for Architecture in Los Angeles. Carl is a past recipient of the IBD’s Caliber Award for Broker of the Year, a recipient of the JLL 2013 Broker Culture Award and was JLL’s top producer in Southern California in 2014. Carl’s enthusiasm for the industry is well demonstrated on Twitter @CarlMuhlstein.

LUNCHEON WORKSHOP:

OPPORTUNITIES IN LOAN ORIGINATION: UNDERSTANDING THE RANGE OF DEBT STRUCTURES

Thursday September 15, 2016

1:15 pm to 2:15 pm

This workshop will focus on the full range of available debt structures, and unpack the opportunities available that will allow investors to complement their current equity portfolio. Here we will cover:

  • An overview of available debt structures and their associated risks: combining senior, mezz, B notes, and other forms of subordinated debt, and how to price it
  • Alternative lenders providing credit services, and opportunities within the lending sphere 
  • The replacement of private debt funds to traditional lending with the hole left by banks: responding to unmet lending demands
  • Understanding the restrictions on large banks that are opening up opportunities for non-bank lenders, and what still needs to be done to meet compliance requirements
  • The role of balance sheet lenders with private equity firms in the debt space

You will leave this session with a much better understanding of available debt structures, and the risks and opportunities available to you. The intimate format will provide you with new contacts looking to enter into the sector with you, and potential business opportunities to diversify your portfolio.

Kevin Miller Kevin Miller
Co-President & CEO
THOROFARE CAPITAL

Kevin, a founding member of Thorofare Capital, leads origination and oversees all aspects of the Partnership. Under his leadership, the Partnership’s predecessor funds successfully originated and serviced over $800 million of loans. He offers experience in several capacities required for successful real estate investment banking, including the performance of market and financial feasibility analysis and working with borrowers, appraisers and title insurers to streamline the funding process.

Kevin is an active member of the Urban Land Institute and the Men’s Guild of the Children’s Hospital of Los Angeles. Additionally, he sits on the Board of Directors for the University of Southern California’s Marshall Partners.

Kevin graduated from the University of Southern California’s School of Letters Arts & Sciences’ Economics Program and is a frequent guest lecturer at USC.

Jerry Dunn Jerry Dunn
Principal & CEO
A10 CAPITAL

Jerry Dunn is chief executive officer of A10 Capital, which he co-founded in 2007. During his career, which has spanned more than 20 years, Jerry has developed extensive experience starting and scaling nationwide commercial lending businesses. Jerry was CEO and co-founder of AFG, a full-service commercial lending business specializing in equipment finance, which was acquired by PNC Bank. Prior to AFG, Jerry was involved in the startup of Commercial Lending Corporation (CLC), a commercial lending business specializing in financing franchise businesses and commercial real estate which was acquired by AMRESCO. Jerry attended Colorado State University on a full athletic scholarship and graduated summa cum laude with a degree in business administration, with concentrations in finance and accounting. Jerry is also a certified public accountant.

Speakers

Keynote Speaker

Bert J. Crouch

Bert J. Crouch

Managing Director, Portfolio Manager – Structured Investments

INVESCO REAL ESTATE

Mr. Crouch joined Invesco Real Estate in 2009 to lead the formation and growth of its Structured Investments platform. In his current role as Portfolio Manager, Mr. Crouch is primarily focused on the strategic, transactional, and fundraising sides of both opportunistic and structured credit investments/originations related to commercial and multifamily real estate across the U.S. and Europe.

Specifically, he is the named Portfolio Manager for Invesco Mortgage Recovery Funds I & II along with the structured credit portfolio of Invesco Mortgage Capital. Additionally, Mr. Crouch is a member of the firm’s Investment Committee and Investment Strategy Group.

Before joining Invesco, Mr. Crouch served as the Director of Acquisitions for Presidio Investments, a wholly-owned subsidiary of Hunt Realty Investments, where he was responsible for leading the execution of Presidio’s investment strategy focused on the acquisition of secondary commercial mortgages and investments in public real estate securities. Prior to Presidio, Mr. Crouch worked in the New York office of Wells Fargo’s Real Estate Merchant Banking Group originating and acquiring highly structured commercial mortgage products to round out his 15 years of experience. 

Mr. Crouch holds a B.B.A. in finance with honors from the McCombs School of Business at the University of Texas at Austin. He has also completed Wells Fargo’s Credit Management Training Program in San Francisco.

Matthew S. Romney

Matthew S. Romney

Managing Director

SUNDANCE BAY

Mr. Romney is a Managing Director of Sundance Bay, a privately held real estate investment firm headquartered in San Diego. He previously served as Senior Vice President of Capital Markets at Excel Trust, a publicly traded real estate investment trust (REIT). Prior to that, Mr. Romney held various marketing and management positions in Seattle and Boston for Microsoft, Lavastorm and Polaroid. Mr. Romney received a Master's Degree in Business Administration from Harvard Business School and a Bachelor of Arts in Political Science from Brigham Young University. He serves on the Board of Directors for the Sabin Children’s Foundation, Integrated Oncology Network and Dupuytren Foundation (Advisory). He and his wife, Laurie, are the proud parents of 4 children.

Kevin Miller

Kevin Miller

Co-President & CEO

THOROFARE CAPITAL

Kevin, a founding member of Thorofare Capital, leads origination and oversees all aspects of the Partnership. Under his leadership, the Partnership’s predecessor funds successfully originated and serviced over $800 million of loans. He offers experience in several capacities required for successful real estate investment banking, including the performance of market and financial feasibility analysis and working with borrowers, appraisers and title insurers to streamline the funding process.

Kevin is an active member of the Urban Land Institute and the Men’s Guild of the Children’s Hospital of Los Angeles. Additionally, he sits on the Board of Directors for the University of Southern California’s Marshall Partners.

Kevin graduated from the University of Southern California’s School of Letters Arts & Sciences’ Economics Program and is a frequent guest lecturer at USC.

Michael Fleischer

Michael Fleischer

Senior Vice President

RELATED FUND MANAGEMENT

Mr. Fleischer is a Senior Vice President in the Los Angeles office of Related Fund Management where he focuses on Related’s debt investment strategy, including transaction origination, structuring, asset management and portfolio finance. Mr. Fleischer’s experience includes more than eight years as a principal investor/lender with Canyon Capital Realty Advisors and Links Capital Partners and more than eight years as outside legal counsel with the law firms Sullivan & Cromwell and Gibson, Dunn & Crutcher. He received an MBA from Columbia Business School and JD from Columbia Law School, and received a BA in economics from Columbia College. Mr. Fleischer also studied economics at Cambridge University.

Dani Evanson

Dani Evanson

Managing Director

RMA, INC.

Dani Evanson is a Principal and Managing Director of RMA. Together with executive management, Dani leads the firm’s strategic direction. Dani is responsible for capital raising, fund management and accounting, and investor relations. She co-manages RMA’s joint venture partner relationships and serves on RMA’s investment committee.

Dani has 20 years of experience in real estate with a background in acquisitions, dispositions and portfolio management. Prior to joining RMA, Dani was a Real Estate Director at a Los Angeles based family office. In that role, she had primary responsibility for investing and managing a $500 million real estate portfolio consisting of investments in commercial properties, investment funds, joint ventures and real estate operating companies. The portfolio included mixed-use, industrial, office, residential and retail assets. In addition, Dani served on the advisory board for two real estate investment funds.

Matthew Ahrens

Matthew Ahrens

SVP, Acquisitions

RISING REALTY PARTNERS

Matthew Ahrens leads Rising's acquisitions activities, including sourcing, underwriting, financing, and closing transactions. Since joining Rising, Matthew has closed more than 3 million square feet of opportunistic investments in Southern California with a total capitalization of more than $600 million.

Prior to joining Rising, Matthew worked for Principal Real Estate Investors, the real estate investment subsidiary of the The Principal Financial Group. While at Principal, Matthew was involved in the securitization of more than 200 commercial real estate loans with a total loan balance of more than $1 billion. In a subsequent role, Matthew provided investment credit analysis on a $7 billion portfolio of commercial mortgage backed securities.

Matthew has Bachelor of Science degrees in Finance and Accounting from Iowa State University, and a Master's Degree in Real Estate Development from the University of Southern California. Matthew is an active member of NAIOP and the Pension Real Estate Association.

Howard Kozloff

Howard Kozloff

Managing Partner

AGORA PARTNERS

Howard Kozloff is the Founder and Managing Partner of Agora Partners, a real estate development and investment company in Southern California. Agora Partners also includes a national advisory practice providing investment strategy for municipalities, banks, investment funds and family offices. Founded in 2006, Agora's primary focus is on identifying and creating value-add opportunities in emerging urban environments across scales and asset types.

Prior to Agora, Howard oversaw asset management strategies for projects ranging from mixed-use infill sites to resort villages as Director of Development Strategies at Hart Howerton. At The Martin Group and, before that, at Macerich, he managed urban infill and retail development opportunities. Howard was also Project Manager at BRV Corp., focusing on urban neighborhood revitalization through public-private partnerships.

Howard holds a Master of Urban Planning from Harvard University, a Master of Science in Real Estate Development from Columbia University and a Bachelor of Arts in Urban Studies and Design of the Environment from the University of Pennsylvania. Howard is actively involved in the Urban Land Institute (ULI) and is the co-founder of the ULI Real Estate Entrepreneur Program. A published author and frequent speaker, Howard has also served as adjunct faculty at the University of Pennsylvania, Columbia University and the University of Southern California.

 

David Lynn

David Lynn

Chief Executive Officer

EVEREST INVESTMENT PROPERTY

David Lynn, Ph.D., is the Founder and Chief Executive Officer of Everest Medical Core Properties, building on his extensive experience as a real estate investor and strategist. Dr. Lynn has over 25 years experience in national and international markets, investing and managing tens of billions of dollars in commercial real estate portfolios.Dr. Lynn has extensive familiarity with medical office building real estate with more than 40 deals totaling $750 million in gross asset value.

Before founding Everest Medical Core Properties, he founded and led Everest Investment Property, served as Executive Vice President, Chief Investment Officer and Head of Portfolio Management at Cole Real Estate Investments, Inc., as a Partner and Managing Director at ING Clarion Partners and as a Senior Manager at AIG Global RE, Avalon Bay Communities and the Target Corporation.

As a preeminent thought leader in the commercial real estate industry, Dr. Lynn speaks frequently at national industry events and media interviews. He has written several books on commercial real estate investing. He earned his Ph.D. and MS in Financial Economics at the London School of Economics, a Master of Business Administration (MBA) from the Sloan School of Management, MIT, an MA at Cornell University and a BA from the University of California at Berkeley.

Dr. Lynn is a Counselor of Real Estate (CRE), a Certified Portfolio and Investment Manager (CPIM), a Chartered Management Analyst (CMA) and an ISO 9000 Certified Auditor.

Carl Muhlstein

Carl Muhlstein

Managing Director

JLL

Active in Los Angeles commercial real estate for more than 30 years, Carl Muhlstein is a Regional Director for JLL in Downtown Los Angeles. Carl’s background includes all forms of tenant, landlord, and investment related assignments with a special emphasis on the entertainment industry, creative office and workplace strategies. Carl has served in senior positions with Cushman & Wakefield, Cushman Realty Corporation, Insignia/ESG Capital Advisors and Tishman Speyer Properties.

A graduate of Cal State Northridge, Carl is a Los Angeles native. He has served board and advisory roles for five Mayoral administrations, ULI, and LACRA. He served as a public board member of the American Institute of Architects of Greater Los Angeles and chair of the BOMA Political Action Committee. He chairs the Citizen Oversight Committee for the Los Angeles Prop F Fire Facilities Bond and is an adviser in AIA’s effort to develop a Center for Architecture in Los Angeles. Carl is a past recipient of the IBD’s Caliber Award for Broker of the Year, a recipient of the JLL 2013 Broker Culture Award and was JLL’s top producer in Southern California in 2014. Carl’s enthusiasm for the industry is well demonstrated on Twitter @CarlMuhlstein.

Sandeep Pathak

Sandeep Pathak

Managing Director

ACKMAN ZIFF REAL ESTATE GROUP

Sandeep Pathak is a Managing Director in the Los Angeles office of Ackman Ziff, focused on investment banking and capital advisory for clients. His responsibilities include generating equity and debt opportunities, nationally. He has sourced and executed more than $12.0 billion of real estate debt and equity transactions in his career.

Prior to Ackman-Ziff, Sandeep worked for the Abu Dhabi Investment Authority (ADIA) and ING Clarion Partners where he focused on principal investing activitiesand capital-formation. Through these roles, he has advised various institutional capital providers including foreign sovereigns, pension funds, and endowments.

Previously, Sandeep worked inlending for Goldman Sachs and RBS Greenwich Capital, where he was actively involved in real estate originations, execution, and securitization. , Sandeep also worked in consulting with Lend Lease / Rosen Consulting Group. Sandeep earned his Bachelor’s degree from the University of California, Los Angeles (UCLA) and an MBA from Columbia University.

Jerry Dunn

Jerry Dunn

Principal & CEO

A10 CAPITAL

Jerry Dunn is chief executive officer of A10 Capital, which he co-founded in 2007. During his career, which has spanned more than 20 years, Jerry has developed extensive experience starting and scaling nationwide commercial lending businesses. Jerry was CEO and co-founder of AFG, a full-service commercial lending business specializing in equipment finance, which was acquired by PNC Bank. Prior to AFG, Jerry was involved in the startup of Commercial Lending Corporation (CLC), a commercial lending business specializing in financing franchise businesses and commercial real estate which was acquired by AMRESCO. Jerry attended Colorado State University on a full athletic scholarship and graduated summa cum laude with a degree in business administration, with concentrations in finance and accounting. Jerry is also a certified public accountant.

Eliot Bencuya

Eliot Bencuya

Partner & Co-Founder

TRYPERION PARTNERS

Mr. Bencuya is a Partner and Co-Founder of Tryperion Partners. His primary responsibilities include sourcing and executing new investments, procuring asset financing and directing the firm’s investment strategy. Mr. Bencuya has extensive experience identifying, underwriting, and executing value-add real estate investments. Prior to forming Tryperion, he was a Vice President of Acquisitions for Canyon Capital Realty Advisors and the Canyon-Johnson Urban Funds, where he was responsible for originating, underwriting, structuring and executing transactions in the Pacific Northwest, Northern California and Midwest regions. Mr. Bencuya also held positions at Sovereign Investment Company (a subsidiary of the Marcus and Millichap Company) and the investment banking division of Merrill Lynch & Co. He holds a Bachelor of Arts degree in Economics and International Studies from Yale University, and a Masters of Business Administration degree from the Haas School of Business at the University of California, Berkeley.

Bob Champion

Bob Champion

Founder & CEO

CHAMPION REAL ESTATE COMPANY

Bob Champion is the founder and President of Champion Real Estate Company. Bob oversees the Company’s division heads and guides the development of the Company’s overall investment strategy.

Bob has a Master's of Real Estate Development from the University of Southern California where he also taught real estate investment, development, and urban planning for 16 years. He is a nationally recognized expert in shopping centers, vertical retailing, public-private partnerships and mixed-use development with retail, residential, office and entertainment components.

In addition, Bob has taught at UCLA, ICSC University, and the CRA University. He has been a featured speaker on multiple occasions at the annual conferences of ULI, ICSC and CRA and for Apartment Finance, Realshare, and Real Estate Trends. Bob has completed over $1 billion in real estate investments and developments.

Joaquin de Monet

Joaquin de Monet

Founder & Managing Partner

PALISADES CAPITAL REALTY ADVISORS

Joaquin de Monet is a leader in the commercial real estate industry with expertise in global real estate advisory and investment management services. He has led teams of high-performance real professionals worldwide, and has a successful track record for executing large equity and debt transactions in the United States and Latin America, and for building, operating and managing multi-billion dollar real estate businesses and portfolios.

In 2013, de Monet founded and serves as managing principal of Palisades Capital Realty Advisors, LLC, a boutique commercial real estate advisory firm that brings customized real estate investment solutions to private capital (high net-worth and family office) for US and Latin American investors.

De Monet is actively involved in both community and industry endeavors. He has been recognized with the City of Hope’s highest honor, the Spirit of Life award, and founded Arden in the Community, a volunteer program that has generated more than 20,000 service hours to local communities. He has been recognized by Real Estate Forum as one of Southern California’s Real Estate Icons and a National Icon for the office property class. He serves on the Leadership Board of the Lusk Center for Real Estate at the University of Southern California (USC) and on the Executive Committee of City of Hope’s Los Angeles Real Estate Council. De Monet also was an inaugural member of GE Capital Real Estate's Executive Council, serving from 2008 through 2013. He is a graduate of USC.

Matthew Gorelik

Matthew Gorelik

Founder, Chairman & CEO

TOWNSHIP CAPITAL

Matthew Gorelik is the Chief Executive Officer of Township Capital, a private equity and mortgage banking firm based in Los Angeles. The company focuses on executing general partnership (GP) co-investments from discretionary private funds alongside best-in-class real estate operators, institutional investment partners, and family offices. The firm serves in a capital advisory role in all transactions in which it invests by arranging the most advantageous debt financing solutions available in the marketplace.

Prior to forming Township Capital, Matthew spent more than 20 years in the private banking business building multi-generational relationships with many of the country’s most sophisticated and active real estate owners and operators. He has personally sourced, negotiated, and placed north of $5 billion in structured capital over his career.

Matthew currently serves as an ambassador at Children’s Hospital Los Angeles as well as on the board of the Greater Los Angeles Epilepsy Foundation.

Sam Alison

Sam Alison

Regional Director

STAN JOHNSON COMPANY

As Regional Director for Stan Johnson Company, Sam Alison leads the West Region’s ten-broker group, providing best-in-class advisory and brokerage services to clients in the acquisition and disposition of their net-leased properties nationwide. Currently Team Alison has over $108M of net-leased properties listed.
As an investment sales broker, Alison has sold over 15 million square feet of properties and over $3 billion in total consideration. Prior to joining Stan Johnson Company, Alison advised clients and brokered the sale of investment properties at CBRE, managed and sold a real estate portfolio at Weyerhaeuser Corporation, leased and developed retail centers at Trammell Crow Company, and designed and built gas stations and C-stores for Exxon Mobil Corporation.

Louis A. Harrison

Louis A. Harrison

Partner

BELVERON PARTNERS

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

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

Forrest Jinks

Forrest Jinks

Managing Partner

ALTUS EQUITY GROUP, LP

Forrest Jinks is the Managing Partner of Altus Equity Group, LP. Forrest has more than 21 years of diverse real estate experience and has served as the lead investor in over $100M in real estate transactions. He currently oversees a portfolio of assets valued at over $50M, including over 600 residential units, 35,000 sq.ft. of office/retail space and several development projects.

Forrest is actively involved in the community and currently serves as a Board Member for Habitat for Humanity and a Member of the Screening Committee of the North Bay Angels. He resides in Santa Rosa, CA with his wife and two young children.

Jonathan Epstein

Jonathan Epstein

Partner, Head of West Coast

GREENOAK REAL ESTATE

Jonathan Epstein is a Partner of GreenOak Real Estate Advisors LP. Mr. Epstein leads the firm’s investment efforts in the Western U.S. and is responsible for the firm’s investment strategy, sourcing, structuring and asset management for the Western region. Mr. Epstein has 27 years of experience in a broad range of real estate activities, including principal investing , finance and Investment Banking. During his career Mr. Epstein has been responsible for the acquisition, development, financing and management of over $50 billion of commercial real estate assets and companies, representing all asset classes, in the United States, Asia and Europe.

Mr. Epstein is a current member of Urban Land Institute (ULI), International Council of Shopping Centers (ICSC ) and the Pension Real Estate Association (PREA) and is a past member of the Policy Advisory Board of the Fisher School of Real Estate at the University of California, Berkeley, and past Vice Chairman of ULI in Japan. Mr. Epstein is a Professional Advisory Board Member of the Rett Syndrome Research Trust.

Mr. Epstein is a graduate of the School of Management at Boston University .

Tom Orradre

Tom Orradre

Managing Partner

ISLES RANCH PARTNERS

As Managing Partner, Tom co-manages the firm and leads its alternative investment activities in the Pacific and Southwest regions of the United States.

Prior to Isles Ranch, Tom was a Senior Director at Mountain Real Estate Capital, where he was responsible for deal origination throughout the western United States. Prior to that, he was primarily responsible for the disposition of GMAC’s California residential construction loan portfolio through Cerberus Real Estate Capital Management and its affiliates. Tom began his career at Pacific Investment Management Company (PIMCO) and also spent over 4 years in the investment banking industry focused on mergers and acquisitions of private middle market companies.

Tom received his BBA at the University of San Diego and earned his MBA from the University of Southern California’s Marshall School of Business. He is a CFA Charterholder and member of the Urban Land Institute. Tom is based in Newport Beach with his wife and two children.

David Madrid

David Madrid

Managing Director

MDRD GROUP

David Madrid is the Managing Director and founder of Madrid Group, a real estate investment and development company based in San Francisco. David has 10 years of experience in design, investment, finance, and construction delivering over $300m of office, multi-family, and single-family assets. In addition, he has been responsible for the execution and delivery of over 3m sqft. of commercial real estate. David holds a Masters in Architecture from the University of Pennsylvania’s School of Design with a concentration in Real Estate Design and Development from the Wharton School.

Jonathan Lotter

Jonathan Lotter

Managing Partner

APPIAN CAPITAL

As managing partner and founder of Appian Capital, Mr. Lotter is primarily responsible for developing relationships with operating partners,overseeing the management of our investment strategies and expanding the company’s capital base.
With over 20 years of investment and real estate transaction experience, Mr. Lotter has directed the investment in over $850 million of realestate comprising 2.3 million square feet of commercial property and 3,000+ residential units. Mr. Lotter began his career in institutionalcapital management at Franklin Templeton and Barclays Global Investors (now BlackRock) before founding Appian Capital in January 2000.
Mr. Lotter earned his B.A. degree in Political Science from the University of California, Berkeley.
Mr. Lotter frequently speaks at industry conferences and is an active member of various industry organizations.

Alexander Fraser

Alexander Fraser

Managing Director

GI PARTNERS

Mr. Fraser is a Managing Director of GI Partners. His investing efforts are focused in the data center, real estate and healthcare sectors. He currently serves on the board of MRI Software and Plum Healthcare and he oversees the investment activities of TechCore and DataCore, core managed accounts focused on technology-advantaged real estate. Mr. Fraser previously served on the boards of Sunset Gower Studios, The Telx Group, FlatIron Crossing, STAG Industrial (NYSE: STAG), AdvoServ, and Waypoint Homes. Before GI Partners, Mr. Fraser worked as a Vice President in JP Morgan's Real Estate, Gaming and Lodging Investment Banking Group in New York and London, where he advised REITs, REOCs and real estate opportunity funds on capital market and M&A transactions, as well as strategic initiatives. Previously, he worked as a sell-side equity analyst for Thomas Weisel Partners, LLC. Mr. Fraser received his B.A. from Colgate University, where he graduated magna cum laude and Phi Beta Kappa, and his M.B.A. from The Darden School of Business at the University of Virginia, where he was a Shermet Award recipient. He currently serves as a Trustee of the Bay Area Discovery Museum and the Mark Day School.

Steve Fried

Steve Fried

Principal

MESA WEST CAPITAL

Steve Fried is a Principal and co-head of west coast originations at Mesa West Capital, overseeing loan origination in Southern California, the Southwestern US, and Texas. Since joining the firm Steve has financed over $2 billion in commercial real estate transactions across all major property types. Prior to joining Mesa West Capital, Steve was an auditor for Deloitte & Touche’s financial services group in New York. While at Deloitte & Touche, Steve earned his CPA and managed and implemented financial audits for private equity funds including Morgan Stanley’s real estate funds, The Blackstone Group’s mezzanine funds and JC Flowers & Co and Rockefeller & Co funds. Steve received a BS in accounting from Yeshiva University in New York and an MBA from UCLA’s Anderson School of Management.

Nathan Whigham

Nathan Whigham

Director of Business Development

CLEANFUND

Nathan is responsible for business development in Southern California, focusing on the commercial real estate market. Over his career he’s gained experience in sales and business development in the real estate, renewable energy and energy efficiency industries. Most recently Nathan was Director of Business Development at Nebo Capital, a commercial real estate mortgage brokerage firm, where he placed all types of debt and equity for real estate developers and property owners in highly structured transactions across all product types. He has also been a Senior Project Developer for Borrego Solar where he developed over $30M of solar projects in CA, NJ and Canada including a 3.5MW project with the Air Force. Nathan began his career as a Sales Engineer at Trane, a commercial HVAC equipment manufacturer and energy services company. He holds an MBA from Marshall at USC and a BS in Systems Engineering from the University of Arizona.

Scott Lyle

Scott Lyle

Chief Operating Officer

PALISADES CAPITAL REALTY ADVISORS

Scott Lyle has more than 20 years of experience driving successful returns and innovation in commercial real estate investments in major markets throughout the U.S. Well known for both his operational expertise and his track record as a strategic leader, Scott provides executive oversight for all aspects of Palisades’ company and portfolio operations including property management, asset management, leasing, construction and sustainability practices for Palisades’ growing portfolio of core plus and value-add assets in suburban office markets across the western region. His primary focus is in optimizing investor returns through a variety of proprietary operational best practices developed over years of successful portfolio optimization.

Formerly the COO at Arden Realty/GE Capital, Scott oversaw Arden’s operations during its transition from a Southern California-based office REIT into a national landlord, expansion into eight major markets and execution of more than $6 billion in real estate transactions.

Daniel Carter

Daniel Carter

CEO & Founder

WINDMILL INVESTMENTS, LLC

Mr. Carter has been a real estate investor and an entrepreneur since 1983. He owns and/or manages nearly 2000 residential and commercial units with a market value of $150M. Mr. Carter graduated from Oregon State University in 1983 with a degree in Computer Science. From 1983 to 1988, he worked for Microsoft in various engineering and management rolesat its Seattle headquarters. While at Microsoft he also helped establish and support Microsoft’s European offices. In 1989, Daniel co-founded International Software Products (iSP), a software translation and localization company, where he served as CEO from 1989 to 2001. In 2004,he oversaw the acquisition ofiSP by Transperfect, one of the leading worldwide translation companies. Mr. Carterhas numerous published articles and regular speaking engagements at industry conferences and events. 

Eric Kraft

Eric Kraft

Director

CCRE

Related Companies, L.P, Los Angeles, CA (1.5 years)

  • Related Fund Management – Senior Vice President, Head of West Coast
  • $1.0B high-yield debt fund focused on opportunistic mezzanine debt, senior debt and equity investments across all asset classes.

New Pacific Realty Corp., Beverly Hills, CA (5 years)

  • Principal
  • Opportunistic real estate investment and development company targeting direct equity and debt investments in real estate assets, portfolios, joint ventures and operating companies.

Lehman Brothers Inc., Los Angeles, CA (8 years)

  • Vice President – Principal Transactions Group
  • Discretionary balance sheet and fund capital for opportunistic equity and mezzanine investments. 

Dillon Read Venture Capital (2 years)

  • Analyst
  • Private equity / venture capital arm of Dillon, Read & Co. focused on later-stage operating company equity investments. 

University of Pennsylvania – Wharton School

Andrew T. Kirsh

Andrew T. Kirsh

Founding Partner

SKLAR KIRSH LLP

Andrew Kirsh is a founding partner of Sklar Kirsh LLP and is the Chair of the firm’s Real Estate practice. Andrew is an experienced commercial real estate transactional attorney, whose clientele includes a broad spectrum of national, regional and local investors, funds, developers, operators, syndicators, private equity providers and lenders. Andrew’s practice involves all aspects of the real estate industry, including acquisitions, equity investments, syndications, development, leasing, and financing.
Andrew began his career as a real estate attorney in the Los Angeles office of the global firm, Latham & Watkins, and subsequently assisted with the opening of the Los Angeles office of Goodwin Procter.

Andrew has been recognized by Real Estate Forum in 2011 and 2012 as “Top 40 Under 40″ in the real estate industry nationally, and as a “Southern California Super Lawyer” by Law & Politics and Los Angeles magazine (2013-2016). He has also been recognized as Los Angeles Business Journal Top 40 Real Estate Lawyer July 2013. Andrew is a frequent speaker at real estate industry conferences.

Andrew is active in the Los Angeles community and serves as a member of the Young Presidents Organization – Malibu Chapter, Jewish Federation’s Real Estate Cabinet, City of Hope and American Jewish University Moriah Society. 

Jim Hibbert

Jim Hibbert

CEO & Managing Director

NOBLE STREET ADVISORS

Jim is CEO and Managing Director of Noble Street Advisors (NSA), which provides real estate organizations with the skills and technology needed to produce institutional quality accounting and reporting. Jim manages a team of CPAs and engineers in in serving clients of all sizes including Canyon Capital, KeyBank Real Estate Capital, LNR Property Corporation, Platinum Equity, and the Related Group.

In 2008 the Federal Reserve Board invited Jim to Washington D.C. to share his perspective on the financial crisis. Shortly thereafter the Department of the Treasury invited Jim to speak. Jim graduated cum laude from University of the Pacific with a Bachelor of Science degree in Business Administration.

Fred Pierce

Fred Pierce

President & CEO

PIERCE EDUCATION PROPERTIES

Malcolm Davies

Malcolm Davies

Managing Director

HFF

Mr. Davies is a Managing Director in the Los Angeles office of HFF with nearly 20 years of experience as a developer and a capital advisor. As a member of HFF’s debt and equity placement group, he focuses on transactions for multiple property types in Southern California and the West Coast. Throughout the course of his career, Mr. Davies has been involved in nearly $1.5 billion of debt and equity transactions.
Mr. Davies joined the firm in June 2016. He joins HFF from George Smith Partners where he was a partner in charge of running the Structured Finance Group, which specializes in structuring complex capital solutions for developers. Mr. Davies an active member of several industry organizations, including ULI, NAIOP, ICSC. Philanthropically, he is involved with Building Hope for the Los Angeles Real Estate & Construction Industries Council, and is a cofounder of the PEERS Organization, which stands for Philanthropy, Entrepreneurism, Environment, Relationships & Social Endeavors. Mr. Davies is a graduate of the University of Arizona’s Regional Development Bachelor’s Program.

Sponsors

Media Partners

DebtWire

Debtwire is the leading source for market-moving news and analysis on actionable restructuring, distressed, high-yield and primary market situations. This proprietary content often gets behind the scenes to alert readers on happenings such as creditor group formations, company-side advisor mandates, restructuring proposals, trading activity, deal origination and the earnings of privately-held companies. Moreover, Debtwire’s group of reporters, devoted strictly to covering in-court situations, keeps readers up-to-speed on the latest events in court relating to restructurings and securities litigation. Debtwire Dockets technology also provides a streamlined alternative to PACER for retrieving court filings. The work of our journalists is complemented by the opinionated pieces from the lawyers on Debtwire’s legal analyst team, which provides guidance on what will shape restructuring situations that are both ongoing and coming down the pipeline. The credit analyst team publishes a host of issuer specific reports on high-yield, distressed and bankrupt companies, complete with cash flow analysis, projections and waterfall scenarios. For more information, please visit: www.debtwire.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.

The Land Report

The Land Report magazine provides news, information, and insight into America’s land for existing and potential landowners. The Land Report profiles passionate landowners, identifies investment opportunities, explains ways to improve and conserve land, provides legislation updates, and highlights outdoor gear and equipment. For more informations, please visit www.landreport.com.

The News Funnel

Founded in 2011, The News Funnel has become the largest real estate news aggregator and content platform in the industry.

For real estate professionals, The News Funnel saves time by eliminating the need to search for relevant news. We gather trade news and information from thousands of trusted media sources and real estate companies and distribute it to professionals in a free customized news feed.

For real estate companies, The News Funnel offers an unparalleled news distribution platform that enables them to reach their target audiences for free. Companies on The News Funnel have the ability to upload and distribute their press releases, videos, blogs, events and market research reports directly to News Funnel subscribers and to dozens of 3rd party sites via our free content syndication network. For more information, please visit www.thenewsfunnel.com.

Savvy Investor

Savvy Investor www.savvyinvestor.net is a new professional network for institutional investors, curating the best investment research from around the web. Visit the site today to network with investment professionals, to browse the top white papers on commercial real estate or search our library of over 10,000 reports and papers.

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.

IREI

Institutional Real Estate Americas is a monthly publication covering the $4.8 trillion institutional real estate market. Written for the plan sponsor community, it gives pension fund advisers, consultants and others serving this industry inside information on investment patterns, trends and strategies. To subscribe, visit our website at www.irei.com/ire-amtrial or contact us at circulation@irei.com.

MDRD Group

Madrid Group is a fully-integrated real estate company with capabilities in investment, finance, asset management and construction. Based in San Francisco, the company focuses on opportunistic development meeting market's unmet needs that have strong returns in settings with moderate risk while bridging the gap between capital and on the ground operational expertise for high-net- worth individuals and family offices.

EquityStake

EquityStake is an exclusive hub for the SoCal commercial real estate community, where principals build lucrative relationships with equity partners. For more information, please visit www.equitystake.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.

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.

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 25,000 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.

Bloomberg BRIEF

Published either daily or weekly (depending on the title), the 19 Bloomberg BRIEF newsletters pull together the reporting, insight and analysis of senior editorial staff and dedicated economists to help you stay informed and ready for your daily business needs. They offer cutting-edge access to proprietary Bloomberg data and breaking stories that move markets. For more information or a free trial visit www.bloombergbriefs.com

Hedge Connection

Hedge Connection has been helping managers and investors through web-based research, events and advisory work since 2005. Hedge Connection is the first and only internet- based platform that offers hedge funds direct access to a membership of opt-in qualified active hedge fund allocators. Investor members join for free and gain access to detailed information on hedge fund members. All members receive invitations to member`s only events and partner discounts. Learn more and Join the Club at www.hedgeconnection.com

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.

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

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

MediaShares

MediaShares and its subsidiary, QwikShares, offer innovative CrowdFinance solutions for raising capital on the Internet. Recent SEC rules make it possible for early-stage companies to get the capital they need from their fans, customers and affinity groups using both Regulation D, 506C, and Regulation A+. MediaShares assists our client companies in marketing their offerings online and introducing them to a syndicate of FINRA brokers, helping them to get the capital they need to grow. For more information, please visit www.mediashares.com.

Sofitel Los Angeles at Beverly Hills Sofitel Los Angeles at Beverly Hills

Sofitel Los Angeles at Beverly Hills

8555 Beverly Blvd

Los Angeles, CA

 

310- 278-5444

http://www.sofitel-los-angeles.com/en

 

The Sofitel Los Angeles at Beverly Hills is a stunning hotel in LA offering elegant luxury accommodations and dramatic decor. Ideally situated on the corner of La Cienega and Beverly Boulevard opposite the Beverly Shopping Center, this West Hollywood hotel is conveniently located near Rodeo Drive, Melrose Avenue and Sunset Boulevard.

 

To secure accommodations, please call the Reservation Department at (800)-521-7772 and mention the iGlobal Forum Room Block.


Please note that the deadline for all reservations is Friday, September 2nd, 2016.

  • Register by
    Conference Only
    Individual Workshop
    Full Conference & Workshop Pass
    One-on-One Networking Pass
  • June 15, 2016
    $999
    $249
    $1,895
    $199
  • July 15, 2016
    $1,099
    $299
    $1,995
    $199
  • August 15, 2016
    $1,199
    $349
    $2,195
    $199
  • September 14, 2016
    $1,299
    $399
    $2,495
    $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