16th Real Estate Private Equity Summit

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About The Conference

iGlobal Forum is pleased to present the 16th Real Estate Private Equity Summit to be held on March 15-16, 2017 in New York City. After a long stretch characterized by ultra-low interest rates, slow growth, minimal inflation, cheap oil, and little policy progress due to a conflicted Congress, we are now doing a dramatic 180 degree turn to a lower tax, less regulation, pro-growth environment, with higher rates and higher inflation—a normalization of sorts. Confidence is coming back and the economic engines are revving up once again. So how will this all play out, what does it mean for private equity real estate, and most importantly, how should you position yourself for profitability in the year ahead? These are just some of provocative issues we’ll address through a variety of formats at the 16th Global Real Estate Private Equity Summit.  Join us for this flagship event attracting senior-level executives and network with leading real estate private equity firms, owners, developers, pension plans, endowments, foundations, insurance companies, investment banks, mezzanine lenders, private debt firms, hedge funds and asset managers.

Key Topics Covered

  • Global Headwinds, Tailwinds & Crosscurrents, and how they Impact CRE
  • Taking the Pulse of Private Equity Real Estate for 2017 and Beyond
  • Attracting Institutional Investor Interest: An LP Wish List
  • Cashing in on CRE Credit & Debt Strategies
  • Real Estate Co-Investing: Best & Next Practices
  • Markets, Sectors & Strategies for the Next Leg of the Cycle
  • Next-Generation Fundraising for the Middle Market
  • Spotlight on the Global Stage and the Cross-Border Flow of Capital into Real Estate
  • Post-Election Strategies in Private Real Estate for the New Trump Era
  • Emerging Markets Real Estate Investing: New Opportunities in BRIC & Beyond
  • GP-OP Joint Ventures: Partnering for Profitability
  • Tapping Into the Trump-Induced Infrastructure Boom

Network With Leading

  • Real Estate Private Equity Firms
  • Real Estate Owners & Developers
  • Pension Plans & Insurance Companies 
  • Endowments & Foundations
  • Mezzanine & Private Debt Providers 
  • Investment Banks & Senior Lenders
  • Hedge Funds & Asset Managers
8:00 am - REGISTRATION & NETWORKING BREAKFAST
9:00 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
9:15 am - KEYNOTE INTERVIEW: GLOBAL HEADWINDS, TAILWINDS & CROSSCURRENTS AND HOW THEY IMPACT COMMERCIAL REAL ESTATE

In this candid and compelling keynote interview, we’ll feature one of real estate’s leading rainmakers, who will address the burning questions weighing on everyone’s minds: where are we in the real estate cycle, how long will it last, and what CRE opportunities look attractive in this expensive environment? Additional topics to be discussed may include geopolitical and macroeconomic concerns, interest & mortgage rate pressures, strong dollar, weak oil, increasing institutional allocations to real estate, accumulation of dry powder, cap rate compression, the perceived late point in the cycle, and how all of the above will impact your strategy for the year ahead.

Recognized as one of the most successful entrepreneurs in the nation, R. Donahue Peebles is Founder, Chairman and CEO of The Peebles Corporation, one of the country’s few national privately held real estate investment and development companies with a multi-billion dollar portfolio of projects in New York, Washington D.C., Philadelphia, Boston, Miami and Miami Beach. In addition to his role as CEO of The Peebles Corporation, Mr. Peebles is a top-selling author (The Peebles Principles and The Peebles Path to Real Estate Wealth), a regular guest on CNN, CNBC and FOX, and a highly sought-after speaker who has addressed educational, business and professional audiences across the United States. Mr. Peebles is an avid supporter of mentoring to expose youth to the value of entrepreneurship, as well as an active political supporter and fundraiser for local, state and federal campaigns of both major parties. He currently serves on the Board of Directors of YMCA of Greater New York as well as Miami-Dade County Mayor Gimenez’s Business Roundtable. He has served on the National Finance Committee of former President Barack Obama, and is the former Chairman of the Congressional Black Caucus Foundation as well as the Board of Greater Miami Convention and Visitors Bureau.

R. Donahue Peebles

R. Donahue Peebles

Chairman & CEO

THE PEEBLES CORPORATION

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Joe Mantone

Interviewed By:

Joe Mantone

Senior Editor

S&P GLOBAL MARKET INTELLIGENCE

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10:00 am - TAKING THE PULSE OF PRIVATE EQUITY REAL ESTATE FOR 2017 AND BEYOND

After a banner year for private equity fundraising in 2016, with real estate valuations climbing into the clouds, CRE and PERE professionals are wondering what’s next. With interest rates rising and too much money chasing too few deals, has the CRE market topped out? We’ll attempt to answer that question in this session, along with the following:

  • Gaining clarity on Trump’s proposed regulatory, tax and trade policies
  • Rollback of Wall Street reform laws—Dodd-Frank, Volcker Rule, Basel III and Glass-Steagall—and how that will impact commercial real estate
  • Increasing use of leverage and debt: is this the end of the era of ultra-low interest rates and inflation?
  • Preparing for a rising rate scenario: shortening the investment cycle, investing in cash-flowing properties, shifting from debt and high-yield to equity
  • Update on bank lending practices and how rising rates and relaxed regulation may reverse their previously cautious stance
  • Determining if property prices have topped out or have further to run…and if you should keep buying in this expensive environment
  • Rebuilding our crumbling infrastructure—opportunities and incentives to invest in the impending infrastructure boom
Tim Wang

Tim Wang

Director and Head of Investment Research

CLARION PARTNERS

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Leslie Wohlman Himmel

Leslie Wohlman Himmel

Co-Managing Partner

HIMMEL + MERINGOFF PROPERTIES

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Matthew S. Romney

Matthew S. Romney

Managing Director

SUNDANCE BAY

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Sujan Patel

Sujan Patel

Chief Financial Officer & Co-Head of Investments

COLONY NORTHSTAR

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Jay A. Neveloff

Moderator:

Jay A. Neveloff

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

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10:45 am - MORNING NETWORKING BREAK

1-on-1 Structured Networking Session. Alongside the networking break, we will be running a series of pre-arranged concise and focused meetings, where attendees will connect and evaluate the potential for mutual business endeavors. (Pre-registration is required if you wish to attend this session.)

11:30 am - ATTRACTING INSTITUTIONAL INVESTOR INTEREST: AN LP WISH LIST
  • Percentage of LP portfolios currently invested in real estate, and planned allocations going forward
  • Deals that appeal to discerning LPs: tuning into what’s on LP radars for the coming year
  • GP Scorecard: evaluating progress in making blind pool funds more palatable to LPs
  • Terms & conditions that LPs can live with, and those that are dealbreakers
  • Why LPs continue to like alternative structures such as co-investing and separate accounts
  • Gauging LP investment preferences across markets, sectors, and strategies 
  • Calibrating LP interest in private equity real estate vs. REITs, income-generation vs. value appreciation, CRE credit & debt, add-ons vs. new-to-market funds
  • Tackling top CIO challenges head-on: meeting hurdle rates and target returns, preparing for a rising rate environment, finding good deals in a pricey market
  • Impact of proposed Trump policies on LP investment strategies
Marc Weidner

Marc Weidner

Managing Director, Franklin Real Asset Advisors

FRANKLIN TEMPLETON INSTITUTIONAL, LLC

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David Tepperman

David Tepperman

Managing Director

EVERCORE

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Mark Wilsmann

Mark Wilsmann

Managing Director & Head of Real Estate Equity Strategies

METLIFE REAL ESTATE INVESTORS

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Alisa Mall

Alisa Mall

Director of Investments, Real Assets

CARNEGIE CORPORATION OF NEW YORK

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Leopold Peavy

Moderator:

Leopold Peavy

Head of Investor Products

PREQIN

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12:15 pm - CASHING IN ON CRE CREDIT & DEBT STRATEGIES
  • How alternative lenders—private equity firms, specialty finance companies, hedge funds, hard money lenders—are filling the void left by commercial banks 
  • Exploring the expanding universe of private debt and credit strategies including mezzanine loans, preferred equity, whole loans, bridge loans, B-notes and other subordinated debt
  • Tapping into the trend toward whole loans and balance-sheet lending vs. securitization 
  • Comparing mezzanine debt to preferred equity, and determining when each is most appropriate
  • ‘Topping-up’ vs. launching a new-to-market debt fund—why it might make sense in the current environment
  • Gearing up for renewed competition from banks if & when interest rates start rising and Dodd-Frank lending restrictions are lifted
  • Opportunities for alternative lenders in construction and HVCRE lending as banks pull back from riskier loans
  • Impact of the new risk retention rules on CMBS financing and private equity deal flow
Matt Salem

Matt Salem

Co-Head of Real Estate Credit

KKR

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Michael Eglit

Michael Eglit

Managing Director

BLACKSTONE

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Spencer Garfield

Spencer Garfield

Managing Director, Credit & Real Estate Department

FORTRESS INVESTMENT GROUP LLC

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John Randall

John Randall

Managing Director

PCCP LLC

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Dan Hartman

Dan Hartman

Managing Director

TERRA CAPITAL PARTNERS

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John Lippmann

Moderator:

John Lippmann

Senior Director

NEW YORK LIFE REAL ESTATE INVESTORS

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

Choose your topic for an interactive discussion with fellow attendees and speakers on the most pressing issues facing private equity real estate today. Network in small, more intimate groups and participate in lively topical conversation. These sessions provide an excellent opportunity to meet your industry peers in a unique setting.

Roundtable 1

MARKETS, SECTORS & STRATEGIES FOR THE NEXT LEG OF THE CYCLE

  • Discuss current market conditions with the objective of identifying where we are in the cycle for different property type
  • What are the biggest challenges and risks facing the market at this stage in the cycle including interest rate increases, political uncertainty, supply and e-commerce
  • E-commerce as the big disrupter and its impact on retail and industrial properties. What will warehouses and shopping centers look like 5-10 years from now?
  • What product types and locations provide the best investment opportunities for the next leg of the cycle?
David Moret

David Moret

President

HIGHLINE REAL ESTATE CAPITAL

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Sean Dalfen

Sean Dalfen

President and CIO

DALFEN AMERICA CORPORATION

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Roundtable 2

NEXT-GENERATION FUNDRAISING STRATEGIES FOR THE MIDDLE MARKET

  • Current competitive conditions in the middle market fundraising landscape
  • Next-generation capital raises—new strategies that are gaining traction, how they’re being executed, and why they’re successful
  • Tailoring offerings to suit LP needs and attract more institutional capital
  • Forming joint venture equity partnerships and finding the right JV partners
  • Riding the wave of foreign capital flowing into U.S. real estate
  • Raising capital from retail investors—viability of real estate crowdfunding as a fundraising tool
  • Considering the recent trend of feeder funds and bundled high-net-worth capital as a source of investment dollars
David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

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Peter J. Auerbach

Peter J. Auerbach

Founder & CEO

AUERBACH FUNDS

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3:00 pm - SPOTLIGHT ON THE GLOBAL STAGE AND THE CROSS-BORDER FLOW OF CAPITAL INTO REAL ESTATE
  • Latest facts & figures on foreign capital flowing into U.S. real estate and U.S. capital flowing out to foreign real estate
  • Why European, Middle Eastern, Chinese and Korean investors continue piling into U.S. real estate despite shrinking margins 
  • How FIRPTA and the PATH Act have attracted additional foreign capital into U.S. real estate, and how that could change under Trump
  • Future of EB-5 and other immigration & employment-based foreign investment programs under Trump 
  • Foretelling the fate of trade policy including the TPP and NAFTA under the Trump regime
  • Why U.S. investors are looking overseas for fresh opportunities in a pricey U.S. market
  • Scanning the globe for CRE investment opportunities in Europe, Latin America, Asia, Australia and the Middle East
  • Clarifying your global CRE strategy: risks & rewards of debt vs. equity, performing vs. distressed, traditional vs. niche asset classes
  • Key criteria in evaluating specific global markets including barriers to market entry, regulation & compliance issues, LP appetite, valuations, cost considerations, local operator expertise, ease of exit
  • How protracted low oil prices have affected the cross-border flow of capital flow between the U.S. and oil-producing countries
  • Brexit-related buying opportunities in Europe: more hype than reality?
Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

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John Caulfield

John Caulfield

Chief of Mission, U.S. Interests Section, Cuba (ret)

U.S. DEPARTMENT OF STATE

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Kamil Homsi

Kamil Homsi

President

GLOBAL REALTY CAPITAL

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Afzal Tarar

Afzal Tarar

Chairman & Managing Partner

ARCIS CAPITAL PARTNERS

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Kenneth A. Munkacy

Kenneth A. Munkacy

Senior Managing Director

GID INTERNATIONAL GROUP

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Scott M. Kelley

Moderator:

Scott M. Kelley

Founder & CEO

AETOS CAPITAL REAL ESTATE

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3:50 pm - POST-ELECTION STRATEGIES IN PRIVATE REAL ESTATE FOR THE NEW TRUMP ERA

This session will tie together everything that we’ve discussed today, and help you formulate a game plan for the next phase of the real estate cycle. We’ll focus on how Trump’s positions and potential actions will affect real estate and your business. Issues to be discussed include:

  • Financial Regulation – Dodd Frank, Basel III, and their impact on lending
  • Tax – carried interest changes impact on values or operating strategies
  • Economic policies – infrastructure, strong dollar and the trade deficit
  • Development Regulation – HUD, EPA
  • Foreign capital – EB-5, FIRPTA, continued inflows
  • Immigration – Housing, labor
  • How is your strategy changing in response to the proposed Trump policies? 
  • Open discussion on the most promising opportunities and pain points for PERE in 2017 and beyond…audience participation is highly encouraged!
David Lynn

David Lynn

Founder & President

EVEREST HEALTHCARE PROPERTIES

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Russell Appel

Russell Appel

Founding Principal

THE PRAEDIUM GROUP

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Wendy Craft

Wendy Craft

Chief Operating Officer

FAVARA, LLC

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James R. Solomon

James R. Solomon

Managing Principal

RAVINIA CAPITAL GROUP

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David Eyzenberg

Moderator:

David Eyzenberg

President

EYZENBERG & COMPANY

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

Keynote Speakers

R. Donahue Peebles

R. Donahue Peebles

Chairman & CEO

THE PEEBLES CORPORATION

Recognized as one of the most successful entrepreneurs in the nation, R. Donahue Peebles is Founder, Chairman and

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Speakers

Michael Eglit

Michael Eglit

Managing Director

BLACKSTONE

Michael Eglitis a Managing Director in Blackstone’s Real Estate Debt Strategies (“BREDS”) group and is based

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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

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Matt Salem

Matt Salem

Co-Head of Real Estate Credit

KKR

Matt Salem (New York) joined KKR in 2015 and is Co-Head of Real Estate Credit. Prior to joining KKR, Mr. Salem was

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Russell Appel

Russell Appel

Founding Principal

THE PRAEDIUM GROUP

A founder of The Praedium Group and its President, Mr. Appel has been building the Company since 1991 and has

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Mark Wilsmann

Mark Wilsmann

Managing Director & Head of Real Estate Equity Strategies

METLIFE REAL ESTATE INVESTORS

Mark Wilsmann is Managing Director and Head of Equity Investments for MetLife Real Estate Investors. Named to this

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John Lippmann

John Lippmann

Senior Director

NEW YORK LIFE REAL ESTATE INVESTORS

Mr. Lippmann oversees special servicing and production of highly structured real estate loans, including

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Kamil Homsi

Kamil Homsi

President

GLOBAL REALTY CAPITAL

Kamil Homsi, is President at Global Realty Capital LLC, a Dubai single family office's focusing on global

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John Randall

John Randall

Managing Director

PCCP LLC

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

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John Caulfield

John Caulfield

Chief of Mission, U.S. Interests Section, Cuba (ret)

U.S. DEPARTMENT OF STATE

John Caulfield is the former Senior U.S. Diplomat in Peru, Venezuela, and most recently the Chief of the U.S.

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David Lynn

David Lynn

Founder & President

EVEREST HEALTHCARE PROPERTIES

David Lynn, Ph.D., is the Founder and Chief Executive Officer of Everest Medical Core Properties, building on his

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David Moret

David Moret

President

HIGHLINE REAL ESTATE CAPITAL

David Moret is the President and founder of Highline Real Estate Capital (“Highline”) which is a Florida

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James R. Worms

James R. Worms

Chairman & Chief Executive Officer

PALADIN REALTY

James R. Worms is Chairman and Chief Executive Officer of Paladin Realty Partners, LLC, an institutional real

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Tim Wang

Tim Wang

Director and Head of Investment Research

CLARION PARTNERS

Tim Wang is a Director and the Head of Investment Research at Clarion Partners, a leading U.S. real estate

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Leslie Wohlman Himmel

Leslie Wohlman Himmel

Co-Managing Partner

HIMMEL + MERINGOFF PROPERTIES

Leslie Wohlman Himmel is founder and co-managing partner of Himmel + Meringoff Properties, a leading

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Michael Bernstein

Michael Bernstein

Principal- Acquisitions & Asset Management

ARTEMIS REAL ESTATE PARTNERS

Mr. Bernstein is a Principal and sits on the firm's Investment Committee. Mr. Bernstein is responsible for

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Wendy Craft

Wendy Craft

Chief Operating Officer

FAVARA, LLC

Wendy currently holds the position of Chief Operating Officer of Favara, LLC, a family office focused on real

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Dan Hartman

Dan Hartman

Managing Director

TERRA CAPITAL PARTNERS

Dan Hartman has over 25 years of commercial real estate experience investing throughout the capital stack. At

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Leopold Peavy

Leopold Peavy

Head of Investor Products

PREQIN

Leopold Peavy joined Preqin in 2012 and is now Head of Investor Products. He is responsible for the commercial

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Joe Mantone

Joe Mantone

Senior Editor

S&P GLOBAL MARKET INTELLIGENCE

Joe Mantone is a senior editor with S&P Global Market Intelligence. Joe covers financial services and tracks

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Spencer Garfield

Spencer Garfield

Managing Director, Credit & Real Estate Department

FORTRESS INVESTMENT GROUP LLC

Spencer Garfield is a Managing Director at Fortress Investment Group LLC in the Credit and Real Estate business.

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Marc Weidner

Marc Weidner

Managing Director, Franklin Real Asset Advisors

FRANKLIN TEMPLETON INSTITUTIONAL, LLC

Marc Weidner joined Franklin Templeton in early 2002 and is a member of the Global Investment Committee of

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Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

Mr. Raisner is the Founder and CEO of Proteus Capital Management, a private real estate investment firm

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Sujan Patel

Sujan Patel

Chief Financial Officer & Co-Head of Investments

COLONY NORTHSTAR

Mr. Patel is based in New York and is responsible for overseeing the sourcing, structuring and execution of Colony

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Scott M. Kelley

Scott M. Kelley

Founder & CEO

AETOS CAPITAL REAL ESTATE

Mr. Kelley is the founder and CEO of Aetos Capital Real Estate, LP (“ACRE”) and has led each of the ACA funds.

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David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

David Eyzenberg is president of Eyzenberg & Company, a NYC-based investment bank delivering best-in-class

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Kenneth A. Munkacy

Kenneth A. Munkacy

Senior Managing Director

GID INTERNATIONAL GROUP

Mr. Munkacy is a Senior Vice President of GID Investment Advisers LLC and is Senior Managing Director of GID

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Michael Palmieri

Michael Palmieri

President & Founder

P3POINT

Michael Palmieri leads p3point's consulting focus to help government and private sector clients develop

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James R. Solomon

James R. Solomon

Managing Principal

RAVINIA CAPITAL GROUP

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

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Samara Barend

Samara Barend

Senior Vice President - P3 Advisory Leader

AECOM

Ms. Barend is an international thought leader on public-private partnerships. With over a decade of experience

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Peter J. Auerbach

Peter J. Auerbach

Founder & CEO

AUERBACH FUNDS

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

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David Tepperman

David Tepperman

Managing Director

EVERCORE

David Tepperman has been active in the real estate and finance industry for over 20 years. Currently he is

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Sean Dalfen

Sean Dalfen

President and CIO

DALFEN AMERICA CORPORATION

Sean Dalfen is the President of Dalfen America Corp (DAC) and its Canadian arm Dalfen’s Ltd. Based out of the

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Ruth McMorrow

Ruth McMorrow

Executive Vice President

PARSONS CORPORATION

Ruth McMorrow is Executive Vice President,Parsons Enterprises, the long-term strategic investment arm of Parsons

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Afzal Tarar

Afzal Tarar

Chairman & Managing Partner

ARCIS CAPITAL PARTNERS

Afzal (“Al”, 高达飞) is the founding chairman and managing partner of Arcis Capital Partners, a PE

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Jay A. Neveloff

Jay A. Neveloff

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

Mr. Neveloff represents clients in all aspects of transactional real estate as well as complex restructurings. 

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Alisa Mall

Alisa Mall

Director of Investments, Real Assets

CARNEGIE CORPORATION OF NEW YORK

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PRE-SUMMIT WORKSHOP A:

EMERGING MARKETS REAL ESTATE INVESTING: NEW OPPORTUNITIES IN BRIC & BEYOND

Wednesday March 15, 2017 | 9:30 am to 11:30 am

With U.S. real estate prices at record highs, and good deals increasingly hard to find, some astute investors are turning to emerging markets as an attractive alternative. In this workshop, you’ll get the latest update on:

  • LP appetite for emerging markets real estate—current & projected allocations for 2017 and beyond
  • Impact of Brexit and Trumponomics on real estate investing in emerging markets countries—predicting the likely winners and losers
  • Back to the BRICs: update on real estate opportunities in Brazil, Russia, India & China, along with preferred sectors & strategies
  • Beyond BRIC: exploring opportunities in Africa, Vietnam, Colombia, Philippines, and the Middle East
  • Critical country criteria to consider--GDP growth, political stability, demographics, income levels, financial market maturity, business and legal climates
  • Partnering with the right local operators and making sure your interests are aligned
  • Alternative ways to access real estate in emerging markets: public vs. private, equity vs. debt, co-investments & separate accounts vs. commingled funds 
  • Mitigating the risks of investing in emerging markets including geopolitical, economic, tax and currency considerations 

This workshop provides an excellent opportunity to meet and network with others interested in or already investing in emerging markets real estate. You’ll leave this session armed with the knowledge you need to expand into emerging markets as an additional source of diversification for your real estate portfolio.

James R. Worms

James R. Worms

Chairman & Chief Executive Officer

PALADIN REALTY

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Scott M. Kelley

Scott M. Kelley

Founder & CEO

AETOS CAPITAL REAL ESTATE

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PRE-SUMMIT WORKSHOP B:

GP-OP JOINT VENTURES: PARTNERING FOR PROFITABILITY

Wednesday March 15, 2017 | 12:30 pm to 2:30 pm

Joint ventures are the time-honored way of accessing real estate deal flow and have become increasingly popular since the financial crisis. In this workshop, we’ll cover:

  • Insights into what General Partners and Operating Partners look for in JVs, and keys to their successful execution
  • Finding proprietary deals and premium operating partners: where to look and what to look for
  • Viewing JV deals from all sides, including equity providers, operating partners, LPs, lenders and attorneys
  • Comparing common JV business models in use and determining what makes sense for your deal
  • Structuring your JV deal: control provisions, capital contributions, preferred returns, waterfalls, tax considerations, cost overruns, dispute resolution and exits
  • Critical success factors for successful joint ventures including case studies on real-world JVs

This workshop will give you deeper insight into what makes for a successful GP-OP joint venture, and provide an intimate space to build connections. You’ll have the opportunity to meet with your peers, and leave with new contacts in the industry looking to develop JV relationships.

Michael Bernstein

Michael Bernstein

Principal- Acquisitions & Asset Management

ARTEMIS REAL ESTATE PARTNERS

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James R. Solomon

James R. Solomon

Managing Principal

RAVINIA CAPITAL GROUP

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PRE-SUMMIT WORKSHOP C:

TAPPING INTO THE TRUMP-INDUCED INFRASTRUCTURE BOOM

Wednesday March 15, 2017 | 2:45 pm to 4:45 pm

With the new President pledging to spend $1 trillion over ten years on infrastructure projects backed by bi-partisan Congressional support, private opportunities for developing and financing this infrastructure buildout will open up. In this workshop, we’ll examine:

  • Types of projects and under consideration and steps for gaining access to these opportunities 
  • Private sector finance and investment opportunities emerging from this infrastructure upsurge, including tax credits and other incentives
  • Specific attributes that infrastructure investors consider when selecting GPs and funds, including availability of co-investments and separate accounts
  • Defining the optimal infra fund structure and terms, along with risk and return parameters
  • The role of public-private partnerships in facilitating and financing this infrastructure buildout
  • Key tenets of a robust private-public partnership framework and risk-sharing structure
  • How you can participate in this massive historic effort to rebuild our crumbling infrastructure

You will leave this session with a clearer view of infrastructure opportunities opening up, and how you can get involved. 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.

Michael Palmieri

Michael Palmieri

President & Founder

P3POINT

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Samara Barend

Samara Barend

Senior Vice President - P3 Advisory Leader

AECOM

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Ruth McMorrow

Ruth McMorrow

Executive Vice President

PARSONS CORPORATION

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LUNCHEON WORKSHOP:

REAL ESTATE CO-INVESTING: BEST & NEXT PRACTICES

Thursday March 16, 2017 | 1:15 pm to 2:15 pm

Co-investing is gaining traction in real estate circles, as LPs push for greater transparency and lower fees, and GPs aim to increase dealflow size and scale. This workshop will provide you with a roadmap for implementing a successful co-investing strategy, including:

  • Drivers of growth in real estate co-investing, and expected levels of activity going forward
  • Determining when and where co-investing makes the most sense, and sourcing the best deals
  • Alternative strategies & structures, resources & skills needed for co-investing success, and how it changes the LP-GP relationship dynamic
  • Doing valuations and due diligence on co-investment opportunities and negotiating fees and terms
  • Comparing the risk/return profile of co-investing to other alternative investments
  • Finding and originating fresh opportunities through GP expertise and relationships with deal sponsors
  • How co-investments work in the real world—key success factors and pitfalls to avoid
  • Examples of successful and not-so-successful co-investment deals, and understanding the difference

You will leave this session prepared for the co-investing challenges you’re likely to encounter and the solutions needed for success, while networking directly with others looking for co-investing opportunities in the real estate space.

David Lynn

David Lynn

Founder & President

EVEREST HEALTHCARE PROPERTIES

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James R. Solomon

James R. Solomon

Managing Principal

RAVINIA CAPITAL GROUP

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Sponsors

Media Partners

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  • January 25, 2017

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  • February 10, 2017

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    $299

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  • February 28, 2017

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  • March 15, 2017

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Terms and Conditions - Payment Policy

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

iGlobal Forum Cancellation, Postponement and Substitution Policy

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

Discounts

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

The Pierre Hotel

2 East 61st Street

New York, NY

 

(212) 838-8000

http://www.tajhotels.com/luxury/grand-palaces-and-iconic-hotels/the-pierre-new-york/overview.html

 

The restored 1930s Georgian-style building features old-world charm and modern-day amenities and services.  Perfectly situated across the street from Central Park, the 41-story Pierre is steps away from the renowned shopping on Fifth and Madison Avenues, museums and cultural centers, and the businesses of Midtown Manhattan.

 

To make a reservation under the event room block, please call (212) 838-8000 and mention iGlobal Forum's 16th Real Estate Private Equity Summit.

Please note that the deadline for accommodations is March 3rd, 2017.

R. Donahue Peebles

R. Donahue Peebles

Chairman & CEO

THE PEEBLES CORPORATION

Recognized as one of the most successful entrepreneurs in the nation, R. Donahue Peebles is Founder, Chairman and CEO

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Michael Eglit

Michael Eglit

Managing Director

BLACKSTONE

Michael Eglitis a Managing Director in Blackstone’s Real Estate Debt Strategies (“BREDS”) group and is based in

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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

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Matt Salem

Matt Salem

Co-Head of Real Estate Credit

KKR

Matt Salem (New York) joined KKR in 2015 and is Co-Head of Real Estate Credit. Prior to joining KKR, Mr. Salem was a

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Russell Appel

Russell Appel

Founding Principal

THE PRAEDIUM GROUP

A founder of The Praedium Group and its President, Mr. Appel has been building the Company since 1991 and has overseen

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Mark Wilsmann

Mark Wilsmann

Managing Director & Head of Real Estate Equity Strategies

METLIFE REAL ESTATE INVESTORS

Mark Wilsmann is Managing Director and Head of Equity Investments for MetLife Real Estate Investors. Named to this role

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John Lippmann

John Lippmann

Senior Director

NEW YORK LIFE REAL ESTATE INVESTORS

Mr. Lippmann oversees special servicing and production of highly structured real estate loans, including construction,

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Kamil Homsi

Kamil Homsi

President

GLOBAL REALTY CAPITAL

Kamil Homsi, is President at Global Realty Capital LLC, a Dubai single family office's focusing on global acquisition

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John Randall

John Randall

Managing Director

PCCP LLC

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

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John Caulfield

John Caulfield

Chief of Mission, U.S. Interests Section, Cuba (ret)

U.S. DEPARTMENT OF STATE

John Caulfield is the former Senior U.S. Diplomat in Peru, Venezuela, and most recently the Chief of the U.S. Interests

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David Lynn

David Lynn

Founder & President

EVEREST HEALTHCARE PROPERTIES

David Lynn, Ph.D., is the Founder and Chief Executive Officer of Everest Medical Core Properties, building on his

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David Moret

David Moret

President

HIGHLINE REAL ESTATE CAPITAL

David Moret is the President and founder of Highline Real Estate Capital (“Highline”) which is a Florida based,

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James R. Worms

James R. Worms

Chairman & Chief Executive Officer

PALADIN REALTY

James R. Worms is Chairman and Chief Executive Officer of Paladin Realty Partners, LLC, an institutional real estate

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Tim Wang

Tim Wang

Director and Head of Investment Research

CLARION PARTNERS

Tim Wang is a Director and the Head of Investment Research at Clarion Partners, a leading U.S. real estate investment

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Leslie Wohlman Himmel

Leslie Wohlman Himmel

Co-Managing Partner

HIMMEL + MERINGOFF PROPERTIES

Leslie Wohlman Himmel is founder and co-managing partner of Himmel + Meringoff Properties, a leading owner/operator of

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Michael Bernstein

Michael Bernstein

Principal- Acquisitions & Asset Management

ARTEMIS REAL ESTATE PARTNERS

Mr. Bernstein is a Principal and sits on the firm's Investment Committee. Mr. Bernstein is responsible for developing

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Wendy Craft

Wendy Craft

Chief Operating Officer

FAVARA, LLC

Wendy currently holds the position of Chief Operating Officer of Favara, LLC, a family office focused on real estate

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Dan Hartman

Dan Hartman

Managing Director

TERRA CAPITAL PARTNERS

Dan Hartman has over 25 years of commercial real estate experience investing throughout the capital stack. At Terra

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Leopold Peavy

Leopold Peavy

Head of Investor Products

PREQIN

Leopold Peavy joined Preqin in 2012 and is now Head of Investor Products. He is responsible for the commercial elements

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Joe Mantone

Joe Mantone

Senior Editor

S&P GLOBAL MARKET INTELLIGENCE

Joe Mantone is a senior editor with S&P Global Market Intelligence. Joe covers financial services and tracks

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Spencer Garfield

Spencer Garfield

Managing Director, Credit & Real Estate Department

FORTRESS INVESTMENT GROUP LLC

Spencer Garfield is a Managing Director at Fortress Investment Group LLC in the Credit and Real Estate business. Mr.

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Marc Weidner

Marc Weidner

Managing Director, Franklin Real Asset Advisors

FRANKLIN TEMPLETON INSTITUTIONAL, LLC

Marc Weidner joined Franklin Templeton in early 2002 and is a member of the Global Investment Committee of Franklin

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Remy Raisner

Remy Raisner

Founder

PROTEUS CAPITAL MANAGEMENT

Mr. Raisner is the Founder and CEO of Proteus Capital Management, a private real estate investment firm headquartered

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Sujan Patel

Sujan Patel

Chief Financial Officer & Co-Head of Investments

COLONY NORTHSTAR

Mr. Patel is based in New York and is responsible for overseeing the sourcing, structuring and execution of Colony

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Scott M. Kelley

Scott M. Kelley

Founder & CEO

AETOS CAPITAL REAL ESTATE

Mr. Kelley is the founder and CEO of Aetos Capital Real Estate, LP (“ACRE”) and has led each of the ACA funds. He

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David Eyzenberg

David Eyzenberg

President

EYZENBERG & COMPANY

David Eyzenberg is president of Eyzenberg & Company, a NYC-based investment bank delivering best-in-class debt,

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Kenneth A. Munkacy

Kenneth A. Munkacy

Senior Managing Director

GID INTERNATIONAL GROUP

Mr. Munkacy is a Senior Vice President of GID Investment Advisers LLC and is Senior Managing Director of GID

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Michael Palmieri

Michael Palmieri

President & Founder

P3POINT

Michael Palmieri leads p3point's consulting focus to help government and private sector clients develop strategies,

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James R. Solomon

James R. Solomon

Managing Principal

RAVINIA CAPITAL GROUP

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

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Samara Barend

Samara Barend

Senior Vice President - P3 Advisory Leader

AECOM

Ms. Barend is an international thought leader on public-private partnerships. With over a decade of experience focused

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Peter J. Auerbach

Peter J. Auerbach

Founder & CEO

AUERBACH FUNDS

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

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David Tepperman

David Tepperman

Managing Director

EVERCORE

David Tepperman has been active in the real estate and finance industry for over 20 years. Currently he is Managing

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Sean Dalfen

Sean Dalfen

President and CIO

DALFEN AMERICA CORPORATION

Sean Dalfen is the President of Dalfen America Corp (DAC) and its Canadian arm Dalfen’s Ltd. Based out of the Dallas

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Ruth McMorrow

Ruth McMorrow

Executive Vice President

PARSONS CORPORATION

Ruth McMorrow is Executive Vice President,Parsons Enterprises, the long-term strategic investment arm of Parsons

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Afzal Tarar

Afzal Tarar

Chairman & Managing Partner

ARCIS CAPITAL PARTNERS

Afzal (“Al”, 高达飞) is the founding chairman and managing partner of Arcis Capital Partners, a PE investment

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Jay A. Neveloff

Jay A. Neveloff

Partner

KRAMER LEVIN NAFTALIS & FRANKEL LLP

Mr. Neveloff represents clients in all aspects of transactional real estate as well as complex restructurings.  Mr.

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Alisa Mall

Alisa Mall

Director of Investments, Real Assets

CARNEGIE CORPORATION OF NEW YORK

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