About The Conference:

For the first time, there is more money in real estate than ever before, introducing new challenges to keep up to demand. More foreign capital is flowing into US real estate, bringing the industry to a peak pricing environment and pushing investors into new markets daily. With pricing reaching an all-time high in a deal-drought environment, coupled with global market volatility, investors and developers are skittish in where to put their dry powder, pushing private equity professionals to new, niche areas of real estate that haven’t previously been explored.As the industry emerges from a low interest rate environment, and into a rapidly changing landscape with lower taxes, less regulations, higher rates and higher inflation, what does this mean for private equity real estate? What are the best ways to take advantage of the opportunities in the market today? And what are the risks that investors could encounter along the way? These are some of the thought-provoking questions that will be addressed through a variety of formats at iGlobal Forum’s flagship event 17th Real Estate Private Equity Summit West (February 21-22nd, Los Angeles, CA). Join top-level senior executives in all aspects of real estate private equity looking to build new partnerships, drive returns and find new, affordable investing opportunities in a shifting space. 

17th Real Estate Private Equity Summit West

Key topics that will be covered:

  • The increasing importance of GP and OP partnerships in JV equity deals
  • Demand and demographic shifts and the overall outlook for private equity in real estate
  • Strategies in alternative debt providers and investors acting as lenders to complement equity portfolios in the wake of new banking regulations
  • 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 developer 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

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

Speakers

Kev Zoryan

Kev Zoryan

Managing Director

MORGAN STANLEY REAL ESTATE INVESTING

Kev Zoryan is a Managing Director of Morgan Stanley. He is Head of Western U.S. Investing for Morgan Stanley Real Estate’s various private equity real estate funds. He is responsible for the sourcing, execution and asset management of real estate investments. Kev joined Morgan Stanley in 1997, starting in the Los Angeles office in the private equity investing area of the Firm’s real estate businesses. He has been involved in many of the Morgan Stanley Real Estate investments on the west coast and in Mexico. After returning from business school in 2001, he rejoined the Firm in the Investment Banking Department in Los Angeles as a generalist in Corporate Finance. Kev established the Firm’s Los Angeles real estate investing office in 2005. Prior to Morgan Stanley, Kev was employed by the JE Robert Companies. Kev is actively involved in the California real estate community. He received an MBA from Harvard Business School and a BS from the University of Southern California. Kev is a member of the Executive Council of the USC Lusk Center for Real Estate, the Policy Advisory Board of the Fisher Center at Berkeley, and the Urban Land Institute Los Angeles Advisory Board.

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.

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 sourcing investments, capital raising, and investor relations. She co-manages RMA’s joint venture partner relationships and serves on RMA’s investment committee.
Dani has over 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. Dani is a licensed CPA (inactive), CMA (inactive) and California real estate broker. Dani is a current member of the Entrepreneur’s Organization and 2017 Finance Co-Chair of the EO Los Angeles Chapter and 2007 President, 2009 and 2012 Advisor Board Member of Commercial Real Estate Women (CREW) – Los Angeles Chapter.

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 .

Christopher Hartung

Christopher Hartung

Director, Portfolio Manager

LAZARD ASSET MANAGEMENT

Christopher Hartung is a Portfolio Manager on Lazard's Global Real Estate Securities team, focusing on investment strategy and research. Prior to joining Lazard in 2011, Christopher was Senior Advisor at Grubb & Ellis Alesco Global Advisors, responsible for alternative investment strategies, capital markets, product development and research. Previously, he was a Managing Director at Wells Fargo Securities/Eastdil Secured, responsible for providing investment banking services to both public and private real estate companies, including equity and debt issuance, corporate advisory and mergers & acquisitions activities. Prior to Eastdil, Christopher was a Managing Director and Group Head of Real Estate Equity Research at Banc of America Securities and also worked in Real Estate equity research and strategic planning at JP Morgan. He holds a bachelor's degree from Cornell University. Christopher serves as a director of FelCor Lodging Trust, a public real estate investment trust and is on the Advisory Board for Maier Siebel Baber, one of the West Coast's leading real estate investment managers. He is a full member of the Urban Land Institute, a member of Lambda Alpha International, and has been involved with International Council of Shopping Centers and the National Associate of Real Estate Investment Trusts (NAREIT) as well as having served on the Advisory Board for the Fisher Center for Real Estate at Haas Business School, University of California Berkeley.

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.

Mukang Cho

Mukang Cho

Chief Executive Officer & Principal

MORNING CALM MANAGEMENT

Mukang Cho founded Morning Calm Management and is the firm’s Chief Executive Officer and Managing Principal. He has been involved in all aspects of the firm’s development since inception and is responsible for strategic planning, operations and all investment and capital markets activities. Prior to joining Morning Calm Management, Mr. Cho was Chief Executive Officer and Principal of a privately held real estate investment and management company, a Managing Principal in charge of real estate strategy at Crown Capital Management and its affiliates, and a partner in the real estate practice group of Kirkland & Ellis. He began his career as a corporate attorney at Cravath, Swaine & Moore and then served as a principal of Trifecta, a distress focused middle market investment firm. In his capacities as principal and advisor, Mr. Cho has successfully completed hundreds of transactions with an aggregate value in excess of $100 billion.
Mr. Cho is a member of the President’s Council of The Real Estate Roundtable and the Cornell Real Estate Council. He is also a Vice Chairman of the Medical Peace Foundation, a non-profit organization started by his father, Ambassador Key-Sung Cho, which develops free medical centers around the world. Mr. Cho graduated with a J.D. from Harvard Law School and a B.A. From Cornell University (with distinction).
Morning Calm Management is a vertically integrated real estate investment and management firm with a focus on special situation investing. Through its affiliates, the firm owns and manages more than 5 million square feet of commercial real estate throughout the United States on behalf of private and institutional capital.

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.

Dennis Irvin

Dennis Irvin

Founding Partner

BRIGHTSTONE CAPITAL PARTNERS

Dennis Irvin has an extensive 30-year background in commercial real estate investment management, investment banking and advisory services for both public and private clients. Prior to founding Brightstone with Vanke, Mr. Irvin was the President and CEO of Rockefeller Group Investment Management. Prior to The Rockefeller Group, Mr. Irvin served in leadership and advisory roles with CIT Group, Cushman & Wakefield, J.P Morgan Securities and LaSalle Partners. Mr. Irvin received a B.A. in Economics and Public Policy from the University of Chicago.

Jimmy Yung

Jimmy Yung

Managing Director

BLACKSTONE

Jimmy Yung is a Managing Director in Blackstone Real Estate Debt Strategies based in Los Angeles and oversees West Coast debt investments. Before joining Blackstone, Mr. Yung was Head of Originations and member of the Investment Committee for TPG Real Estate Finance Trust. Previously, he was Head of Originations for Deutsche Bank’s US Commercial Real Estate Special Situations business focused on principal high yield finance and distressed debt acquisitions. Mr. Yung received a BA from Georgetown University.

Stephen Chase

Stephen Chase

Managing Director

PCCP

Stephen Chase joined PCCP in April 2014 and is responsible for raising investment capital for the firm. Prior to joining PCCP, Mr. Chase was a Director in the Private Fund Advisory Group at Lazard Freres & Co. While at Lazard he was responsible for sourcing institutional capital for private equity real estate funds, and over the course of six years helped to raise approximately $8 billion for over 10 different funds. Capital was sourced from a range of investors including public pension funds, endowments, foundations, and corporate pension plans. Prior to Lazard Mr. Chase was at CIBC World Markets where he worked on the institutional equities desk. Mr. Chase graduated from Yale University, where he received his bachelor’s degree in History.

Mike Bednarski

Mike Bednarski

Founding Partner

BROOME CAPITAL

Mike is the second generation principal of a family-owned real estate investment and property management company, a vertically integrated company that has been in operation for over 30 years. Mike has extensive experience overseeing the operations and acquisitions facets of the business, as well as raising institutional capital to execute the various opportunistic strategies.

Mike is a graduate of the University of Florida having received a Bachelor’s degree in Construction Management and a Master’s in Business Management. Mike is a licensed commercial and residential Building Contractor with the State of Florida and also holds a Florida Real Estate Broker’s License. He has also achieved a Master’s of Real Estate Development from Columbia University.

Chapin Hunt

Chapin Hunt

Managing Director

LOANCORE CAPITAL LLC

Mr. Hunt joined LoanCore in February of 2011 and is the Head of Originations for the West Coast of Jefferies LoanCore LLC. Prior to joining LoanCore, Mr. Hunt worked in the Debt Capital Markets Group from 2009 to 2011 advising, restructuring and placing debt products for CBRE. From 2003 to 2008, he was a Managing Director responsible for West Coast origination including new issue CMBS and balance sheet lending at RBS Greenwich Capital. Mr. Hunt worked at Credit Suisse from 1995 to 2002, in New York and Los Angeles RBS responsible for structuring and analytics and later moved into a production role. Prior to joining Credit Suisse, Mr. Hunt began his career as a broker in the investment sales and debt placement firm at Sonnenblick-Goldman in New York. Mr. Hunt graduated from U.C. Berkeley with a Bachelor of Arts degree in Political Science. He received both a Master of Business Administration degree from Monterey Institute of International Studies.

David Feinberg

David Feinberg

Director of Acquisitions and Dispositions

SACK PROPERTIES

David Feinberg is currently the firm’s Director of Acquisitions and Dispositions. He joined Sack Properties in 2017, and is responsible for all acquisition and disposition activities. Prior to Sack Properties, David was a Vice President of Acquisitions with Sares Regis, with primary acquisition responsibility for value-add multifamily properties in the Bay Area and Pacific Northwest. He closed on $333M in apartment transactions while at Sares Regis. Before joining Sares, Feinberg served as vice president of acquisitions at RREEF. He was responsible for identifying, negotiating, underwriting and closing purchases, both direct and joint venture, of more than $300 million in properties for RREEF clients. Prior to RREEF, Feinberg was Vice President with Sterling Education Properties, where he was responsible for more than $60 million in student housing acquisitions. Prior to Sterling Education Properties, Feinberg was with Archstone Smith, where he was in the acquisitions group covering the Pacific Northwest first and later the East Coast through the Boston office. Mr. Feinberg received a Bachelors of Arts from the University of Puget Sound and a Masters in Business Administration from Northwestern University – Kellogg. He lives in Belvedere, CA with his wife of 18 years, Anne, and his two kids, Morgan 13 and Jackson 11. is currently the firm’s Director of Acquisitions and Dispositions. He joined Sack Properties in 2017, and is responsible for all acquisition and disposition activities. Prior to Sack Properties, David was a Vice President of Acquisitions with Sares Regis, with primary acquisition responsibility for value-add multifamily properties in the Bay Area and Pacific Northwest. He closed on $333M in apartment transactions while at Sares Regis. Before joining Sares, Feinberg served as vice president of acquisitions at RREEF. He was responsible for identifying, negotiating, underwriting and closing purchases, both direct and joint venture, of more than $300 million in properties for RREEF clients. Prior to RREEF, Feinberg was Vice President with Sterling Education Properties, where he was responsible for more than $60 million in student housing acquisitions. Prior to Sterling Education Properties, Feinberg was with Archstone Smith, where he was in the acquisitions group covering the Pacific Northwest first and later the East Coast through the Boston office. Mr. Feinberg received a Bachelors of Arts from the University of Puget Sound and a Masters in Business Administration from Northwestern University – Kellogg. He lives in Belvedere, CA with his wife of 18 years, Anne, and his two kids, Morgan 13 and Jackson 11.

Ash Baraghoush

Ash Baraghoush

Director Acquisitions

HANOVER FINANCIAL

Mr. Baraghoush serves as a Director Acquisitions at Hanover Financial, LLC. He is responsible for identifying and evaluating joint venture equity opportunities for value-add and development multifamily projects. Mr. Baraghoush previously spent four years with Ares Management originating and structuring senior mortgages, mezzanine, preferred equity and common equity for multifamily real estate transactions. Prior to Ares, Mr. Baraghoush worked at QVT Mount Auburn Capital and at Hanover Financial Company. Mr. Baraghoush began his career at Bank of America in its Global Corporate Investment Banking division.
Mr. Baraghoush holds a Bachelor of Arts in Economics, with a minor in Accounting, from UCLA.

David Madrid

David Madrid

Managing Director

MDRD GROUP

David Madrid is the Managing Director and founder of Madrid Group, a San Francisco-based real estate investment firm. David has 10 years of experience working on all sides of industry, including design, investment, and construction across the entire risk-return spectrum in multiple product types and geographies. He has participated in over 3 million square feet with an aggregate value more than $1 billion.

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.

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. 

Brendan MacDonald

Brendan MacDonald

Partner

STEPSTONE GROUP

Prior to StepStone, Mr. MacDonald was a founding partner of Clairvue Capital Partners, a real estate investment manager that integrated with StepStone to establish StepStone Real Estate. At Clairvue, he was an investment committee member and focused on sourcing, underwriting and managing investments in the U.S., Europe and Latin America. Before Clairvue, he was a director at Liquid Realty Partners, an investment manager focused on real estate private equity secondaries and held an acquisitions role at Babcock and Brown. Earlier in his career he completed GE Capital’s Financial Management Program and was part of GE’s Global Sponsor Finance business.

Mr. MacDonald received an MBA from Harvard Business School and a BS from Indiana 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

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 and advisory firm specializing in real estate, hospitality, VC, M&A and media & entertainment. Prior to founding Arcis, Al was a partner of PricewaterhouseCoopers ("PwC”), one of the world's largest accounting, tax and advisory firms. He worked in PwC’s China/HK offices as well as New York City office. Over the past 20 plus years, Al has led extensive work in business and operational strategy, as well as restructuring and business improvement across the financial services, investment management, real estate, business services, and technology industries in the US, China/HK and broadly in Asia Pacific. Al has spent 14 years in China, over two 7-year stints. As a result, Al has gained front line experience and deep knowledge of China's economic, regulatory, and social developments, as well as its cross-border investment flows. Al is a member of the National Committee on the US-China Relations (www.NCUSCR.org). Al received a BE degree from Tsinghua University (清华大学)in Beijing, China on an international cultural exchange scholarship. Afterwards, he received an MS degree from Case Western Reserve University in Cleveland, OH. He has also completed leadership development programs at Yale and INSEAD. In addition to English, he is fluent in Mandarin Chinese and Urdu/Hindi.

Parker Champion

Parker Champion

Vice President & Partner

CHAMPION REAL ESTATE COMPANY

Parker Champion runs day-to-day operations at Champion Real Estate Company and heads Champion’s high yield and value-add cash flow investment activities. Parker has been with the Company since 2011 and has overseen the acquisition and disposition of over $400 million of existing multifamily, retail, and mixed-used assets. Prior to his current position, Parker worked for Wilson Commercial Real Estate, the predecessor entity of Wilson Retail Group. Representing both Landlords and Tenants, Parker was responsible for leasing over 500,000 sq. feet of retail space, further assisting in the creation of approximately $250 million in value. Parker holds a California Real Estate Broker's license, a Bachelor of Science in Policy, Planning and Development from the University of Southern California and a Masters in Real Estate Development from the University of Southern California. Parker is an active member of the University of Southern California Los Angeles alumni network, the National Multifamily Housing Council (NMHC), the Urban Land Institute (ULI), and the International Council of Shopping Centers (ICSC).

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Wealth Adviser
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Property Funds World
Private Equity Wire
Peer2Peer Finance News
Agenda for February 22, 2018
8:00 am
CHAIRPERSON’S WELCOME AND OPENING REMARKS
9:15 am
KEYNOTE INTERVIEW: EMERGING MARKETS REAL ESTATE INVESTING
  • There is between $10-11 trillion government debt around the world with negative yields. Where are the opportunities? 
  • Which regions and products will see the greatest capital inflow, and which products are LPs staying away from? 
  • With the Brexit vote and recent major currency fluctuations, has that dynamic changed?
  • With global geo-political shifts and recent major currency fluctuations, has that dynamic changed? Where are the best international real estate investment opportunities today and how a US investor should access those opportunities?
10:00 am
OVERALL OUTLOOK FOR PRIVATE EQUITY REAL ESTATE
  • CMBS issuance is on pace to post its lowest level since 2012, when market activity reached just $48.4 billion.
  • Find out the best opportunities that exist in 2017 and beyond and what do changing demographic trends foreshadow? 
  • Are real estate investors more concerned about the economic cycle, level of asset pricing or the interest rate environment? 
  • Are there better opportunities in gateway or secondary markets? 
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.

Chapin Hunt

Chapin Hunt

Managing Director

LOANCORE CAPITAL LLC

Mr. Hunt joined LoanCore in February of 2011 and is the Head of Originations for the West Coast of Jefferies LoanCore LLC. Prior to joining LoanCore, Mr. Hunt worked in the Debt Capital Markets Group from 2009 to 2011 advising, restructuring and placing debt products for CBRE. From 2003 to 2008, he was a Managing Director responsible for West Coast origination including new issue CMBS and balance sheet lending at RBS Greenwich Capital. Mr. Hunt worked at Credit Suisse from 1995 to 2002, in New York and Los Angeles RBS responsible for structuring and analytics and later moved into a production role. Prior to joining Credit Suisse, Mr. Hunt began his career as a broker in the investment sales and debt placement firm at Sonnenblick-Goldman in New York. Mr. Hunt graduated from U.C. Berkeley with a Bachelor of Arts degree in Political Science. He received both a Master of Business Administration degree from Monterey Institute of International Studies.

Christopher Hartung

Christopher Hartung

Director, Portfolio Manager

LAZARD ASSET MANAGEMENT

Christopher Hartung is a Portfolio Manager on Lazard's Global Real Estate Securities team, focusing on investment strategy and research. Prior to joining Lazard in 2011, Christopher was Senior Advisor at Grubb & Ellis Alesco Global Advisors, responsible for alternative investment strategies, capital markets, product development and research. Previously, he was a Managing Director at Wells Fargo Securities/Eastdil Secured, responsible for providing investment banking services to both public and private real estate companies, including equity and debt issuance, corporate advisory and mergers & acquisitions activities. Prior to Eastdil, Christopher was a Managing Director and Group Head of Real Estate Equity Research at Banc of America Securities and also worked in Real Estate equity research and strategic planning at JP Morgan. He holds a bachelor's degree from Cornell University. Christopher serves as a director of FelCor Lodging Trust, a public real estate investment trust and is on the Advisory Board for Maier Siebel Baber, one of the West Coast's leading real estate investment managers. He is a full member of the Urban Land Institute, a member of Lambda Alpha International, and has been involved with International Council of Shopping Centers and the National Associate of Real Estate Investment Trusts (NAREIT) as well as having served on the Advisory Board for the Fisher Center for Real Estate at Haas Business School, University of California Berkeley.

Jimmy Yung

Jimmy Yung

Managing Director

BLACKSTONE

Jimmy Yung is a Managing Director in Blackstone Real Estate Debt Strategies based in Los Angeles and oversees West Coast debt investments. Before joining Blackstone, Mr. Yung was Head of Originations and member of the Investment Committee for TPG Real Estate Finance Trust. Previously, he was Head of Originations for Deutsche Bank’s US Commercial Real Estate Special Situations business focused on principal high yield finance and distressed debt acquisitions. Mr. Yung received a BA from Georgetown University.

10:45 am
MORNING NETWORKING BREAK
11:30 am
INSTITUTIONAL INVESTOR INTEREST: AN LP WISH LIST
  • Some organizations have moved to a risk-centric allocation model, some now allocate to strategies rather than assets, and there are others that focus on liability matching. How does real estate investing fit in?
  • Finding a needle in the haystack: how to find the good deals?
  • Have cap rates compressed as much as they can go?
  • For those institutions that don’t have hundreds of billions in size, how do you deliver a meaningful allocation to Private Equity Real Estate?
David Feinberg

David Feinberg

Director of Acquisitions and Dispositions

SACK PROPERTIES

David Feinberg is currently the firm’s Director of Acquisitions and Dispositions. He joined Sack Properties in 2017, and is responsible for all acquisition and disposition activities. Prior to Sack Properties, David was a Vice President of Acquisitions with Sares Regis, with primary acquisition responsibility for value-add multifamily properties in the Bay Area and Pacific Northwest. He closed on $333M in apartment transactions while at Sares Regis. Before joining Sares, Feinberg served as vice president of acquisitions at RREEF. He was responsible for identifying, negotiating, underwriting and closing purchases, both direct and joint venture, of more than $300 million in properties for RREEF clients. Prior to RREEF, Feinberg was Vice President with Sterling Education Properties, where he was responsible for more than $60 million in student housing acquisitions. Prior to Sterling Education Properties, Feinberg was with Archstone Smith, where he was in the acquisitions group covering the Pacific Northwest first and later the East Coast through the Boston office. Mr. Feinberg received a Bachelors of Arts from the University of Puget Sound and a Masters in Business Administration from Northwestern University – Kellogg. He lives in Belvedere, CA with his wife of 18 years, Anne, and his two kids, Morgan 13 and Jackson 11. is currently the firm’s Director of Acquisitions and Dispositions. He joined Sack Properties in 2017, and is responsible for all acquisition and disposition activities. Prior to Sack Properties, David was a Vice President of Acquisitions with Sares Regis, with primary acquisition responsibility for value-add multifamily properties in the Bay Area and Pacific Northwest. He closed on $333M in apartment transactions while at Sares Regis. Before joining Sares, Feinberg served as vice president of acquisitions at RREEF. He was responsible for identifying, negotiating, underwriting and closing purchases, both direct and joint venture, of more than $300 million in properties for RREEF clients. Prior to RREEF, Feinberg was Vice President with Sterling Education Properties, where he was responsible for more than $60 million in student housing acquisitions. Prior to Sterling Education Properties, Feinberg was with Archstone Smith, where he was in the acquisitions group covering the Pacific Northwest first and later the East Coast through the Boston office. Mr. Feinberg received a Bachelors of Arts from the University of Puget Sound and a Masters in Business Administration from Northwestern University – Kellogg. He lives in Belvedere, CA with his wife of 18 years, Anne, and his two kids, Morgan 13 and Jackson 11.

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. 

Ash Baraghoush

Ash Baraghoush

Director Acquisitions

HANOVER FINANCIAL

Mr. Baraghoush serves as a Director Acquisitions at Hanover Financial, LLC. He is responsible for identifying and evaluating joint venture equity opportunities for value-add and development multifamily projects. Mr. Baraghoush previously spent four years with Ares Management originating and structuring senior mortgages, mezzanine, preferred equity and common equity for multifamily real estate transactions. Prior to Ares, Mr. Baraghoush worked at QVT Mount Auburn Capital and at Hanover Financial Company. Mr. Baraghoush began his career at Bank of America in its Global Corporate Investment Banking division.
Mr. Baraghoush holds a Bachelor of Arts in Economics, with a minor in Accounting, from UCLA.

Parker Champion

Parker Champion

Vice President & Partner

CHAMPION REAL ESTATE COMPANY

Parker Champion runs day-to-day operations at Champion Real Estate Company and heads Champion’s high yield and value-add cash flow investment activities. Parker has been with the Company since 2011 and has overseen the acquisition and disposition of over $400 million of existing multifamily, retail, and mixed-used assets. Prior to his current position, Parker worked for Wilson Commercial Real Estate, the predecessor entity of Wilson Retail Group. Representing both Landlords and Tenants, Parker was responsible for leasing over 500,000 sq. feet of retail space, further assisting in the creation of approximately $250 million in value. Parker holds a California Real Estate Broker's license, a Bachelor of Science in Policy, Planning and Development from the University of Southern California and a Masters in Real Estate Development from the University of Southern California. Parker is an active member of the University of Southern California Los Angeles alumni network, the National Multifamily Housing Council (NMHC), the Urban Land Institute (ULI), and the International Council of Shopping Centers (ICSC).

12:15 pm
PRIVATE EQUITY ASSET ALLOCATION
  • Which asset classes are attracting the most foreign capital?
  • What metrics are GPs seeing as most valuable today, when comparing different asset classes?
  • Which asset classes are generating the best risk-adjusted returns? 
  • What trends are shaping the private equity real estate industry?
Mukang Cho

Mukang Cho

Chief Executive Officer & Principal

MORNING CALM MANAGEMENT

Mukang Cho founded Morning Calm Management and is the firm’s Chief Executive Officer and Managing Principal. He has been involved in all aspects of the firm’s development since inception and is responsible for strategic planning, operations and all investment and capital markets activities. Prior to joining Morning Calm Management, Mr. Cho was Chief Executive Officer and Principal of a privately held real estate investment and management company, a Managing Principal in charge of real estate strategy at Crown Capital Management and its affiliates, and a partner in the real estate practice group of Kirkland & Ellis. He began his career as a corporate attorney at Cravath, Swaine & Moore and then served as a principal of Trifecta, a distress focused middle market investment firm. In his capacities as principal and advisor, Mr. Cho has successfully completed hundreds of transactions with an aggregate value in excess of $100 billion.
Mr. Cho is a member of the President’s Council of The Real Estate Roundtable and the Cornell Real Estate Council. He is also a Vice Chairman of the Medical Peace Foundation, a non-profit organization started by his father, Ambassador Key-Sung Cho, which develops free medical centers around the world. Mr. Cho graduated with a J.D. from Harvard Law School and a B.A. From Cornell University (with distinction).
Morning Calm Management is a vertically integrated real estate investment and management firm with a focus on special situation investing. Through its affiliates, the firm owns and manages more than 5 million square feet of commercial real estate throughout the United States on behalf of private and institutional capital.

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.

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 and advisory firm specializing in real estate, hospitality, VC, M&A and media & entertainment. Prior to founding Arcis, Al was a partner of PricewaterhouseCoopers ("PwC”), one of the world's largest accounting, tax and advisory firms. He worked in PwC’s China/HK offices as well as New York City office. Over the past 20 plus years, Al has led extensive work in business and operational strategy, as well as restructuring and business improvement across the financial services, investment management, real estate, business services, and technology industries in the US, China/HK and broadly in Asia Pacific. Al has spent 14 years in China, over two 7-year stints. As a result, Al has gained front line experience and deep knowledge of China's economic, regulatory, and social developments, as well as its cross-border investment flows. Al is a member of the National Committee on the US-China Relations (www.NCUSCR.org). Al received a BE degree from Tsinghua University (清华大学)in Beijing, China on an international cultural exchange scholarship. Afterwards, he received an MS degree from Case Western Reserve University in Cleveland, OH. He has also completed leadership development programs at Yale and INSEAD. In addition to English, he is fluent in Mandarin Chinese and Urdu/Hindi.

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

Roundtable 1

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

3:00 pm
AFTERNOON NETWORKING BREAK
3:15 pm
BEST PRACTICES: NAVIGATING NEW REGULATION, STRUCTURAL CONSIDERATIONS & FORMATION/OPERATIONS
  • Discuss the latest structural considerations and fund formations/operations challenges and how to overcome those. 
  • Find out if large institutional investors are doing more to engage public companies on governance issues.
  • Will we really enter an inflationary environment, induced by fiscal spending, tax cuts and deregulation? 
Stephen Chase

Stephen Chase

Managing Director

PCCP

Stephen Chase joined PCCP in April 2014 and is responsible for raising investment capital for the firm. Prior to joining PCCP, Mr. Chase was a Director in the Private Fund Advisory Group at Lazard Freres & Co. While at Lazard he was responsible for sourcing institutional capital for private equity real estate funds, and over the course of six years helped to raise approximately $8 billion for over 10 different funds. Capital was sourced from a range of investors including public pension funds, endowments, foundations, and corporate pension plans. Prior to Lazard Mr. Chase was at CIBC World Markets where he worked on the institutional equities desk. Mr. Chase graduated from Yale University, where he received his bachelor’s degree in History.

Dennis Irvin

Dennis Irvin

Founding Partner

BRIGHTSTONE CAPITAL PARTNERS

Dennis Irvin has an extensive 30-year background in commercial real estate investment management, investment banking and advisory services for both public and private clients. Prior to founding Brightstone with Vanke, Mr. Irvin was the President and CEO of Rockefeller Group Investment Management. Prior to The Rockefeller Group, Mr. Irvin served in leadership and advisory roles with CIT Group, Cushman & Wakefield, J.P Morgan Securities and LaSalle Partners. Mr. Irvin received a B.A. in Economics and Public Policy from the University of Chicago.

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

3:50 pm
EXAMINING THE ROLE OF REAL ESTATE IN A DIVERSIFIED INSTITUTIONAL PORTFOLIO
  • Some organizations have moved to a risk-centric allocation model, some now allocate to strategies rather than assets, and there are others that focus on liability matching.
  • The investment styles, which are best suited to today’s real estate environment
  • Industries that are growing, consolidating, and where are they concentrated?
  • Are there opportunities in senior housing, student housing, medical buildings and hotels?
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.

Kev Zoryan

Kev Zoryan

Managing Director

MORGAN STANLEY REAL ESTATE INVESTING

Kev Zoryan is a Managing Director of Morgan Stanley. He is Head of Western U.S. Investing for Morgan Stanley Real Estate’s various private equity real estate funds. He is responsible for the sourcing, execution and asset management of real estate investments. Kev joined Morgan Stanley in 1997, starting in the Los Angeles office in the private equity investing area of the Firm’s real estate businesses. He has been involved in many of the Morgan Stanley Real Estate investments on the west coast and in Mexico. After returning from business school in 2001, he rejoined the Firm in the Investment Banking Department in Los Angeles as a generalist in Corporate Finance. Kev established the Firm’s Los Angeles real estate investing office in 2005. Prior to Morgan Stanley, Kev was employed by the JE Robert Companies. Kev is actively involved in the California real estate community. He received an MBA from Harvard Business School and a BS from the University of Southern California. Kev is a member of the Executive Council of the USC Lusk Center for Real Estate, the Policy Advisory Board of the Fisher Center at Berkeley, and the Urban Land Institute Los Angeles Advisory Board.

Brendan MacDonald

Brendan MacDonald

Partner

STEPSTONE GROUP

Prior to StepStone, Mr. MacDonald was a founding partner of Clairvue Capital Partners, a real estate investment manager that integrated with StepStone to establish StepStone Real Estate. At Clairvue, he was an investment committee member and focused on sourcing, underwriting and managing investments in the U.S., Europe and Latin America. Before Clairvue, he was a director at Liquid Realty Partners, an investment manager focused on real estate private equity secondaries and held an acquisitions role at Babcock and Brown. Earlier in his career he completed GE Capital’s Financial Management Program and was part of GE’s Global Sponsor Finance business.

Mr. MacDonald received an MBA from Harvard Business School and a BS from Indiana University

4:30 pm
SPEED NETWORKING COCKTAIL RECEPTION

Join us for a series of speed networking! Real estate investors & owners/operators will meet exclusively to evaluate the potential for mutual business endeavors. A full list of participating attendees will be provided and participants will connect in a free-flowing networking environment to meet with pertinent contacts. These sessions will run concurrently with our cocktail hour to offer additional unstructured networking time with any investors or operators you may have not yet met.

PRE-SUMMIT WORKSHOP A:

BEST PRACTICES FOR JOINT VENTURE REAL ESTATE INVESTING

Wednesday February 21, 2018

9:30 am to 11:30 am

The model of real estate private equity firms doing joint ventures with developers and project sponsors is a time-honored tradition. Private equity firms rely on sponsors, with their deep knowledge of markets and sectors, to help populate their funds with deals. Likewise, sponsors count on private equity firms and other financial partners to fund their projects and help bring them to life. The popularity of real estate joint ventures is on the upswing due to a surplus of capital and a shortage of good deals. But today’s JVs are different—they’ve been shaped by painful lessons learned during the financial crisis, when many projects were either put on hold or abandoned. This workshop will give you greater insight into critical success factors for joint ventures in the current economic and real estate climate.

  • Find out if Joint Venture real estate investing is right for your portfolio?
  • Hear case studies of successful JV deals.
  • Explore the steps to the right partnership. 
  • Insight into JV Deals from all angles, from equity providers, operating partners, LPs, lenders and attorneys.

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 sourcing investments, capital raising, and investor relations. She co-manages RMA’s joint venture partner relationships and serves on RMA’s investment committee.
Dani has over 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. Dani is a licensed CPA (inactive), CMA (inactive) and California real estate broker. Dani is a current member of the Entrepreneur’s Organization and 2017 Finance Co-Chair of the EO Los Angeles Chapter and 2007 President, 2009 and 2012 Advisor Board Member of Commercial Real Estate Women (CREW) – Los Angeles Chapter.

Ash Baraghoush Ash Baraghoush
Director Acquisitions
HANOVER FINANCIAL

Mr. Baraghoush serves as a Director Acquisitions at Hanover Financial, LLC. He is responsible for identifying and evaluating joint venture equity opportunities for value-add and development multifamily projects. Mr. Baraghoush previously spent four years with Ares Management originating and structuring senior mortgages, mezzanine, preferred equity and common equity for multifamily real estate transactions. Prior to Ares, Mr. Baraghoush worked at QVT Mount Auburn Capital and at Hanover Financial Company. Mr. Baraghoush began his career at Bank of America in its Global Corporate Investment Banking division.
Mr. Baraghoush holds a Bachelor of Arts in Economics, with a minor in Accounting, from UCLA.

PRE-SUMMIT WORKSHOP B:

KEY STRATEGIC CONSIDERATIONS FOR LEVERAGING DIRECT INVESTING OPPORTUNITIES

Wednesday February 21, 2018

1:00 pm to 3:00 pm

Direct investments have become increasingly popular on all sides of the investing table with fewer fees, greater transparency, and the opportunity to work on larger deals through partnerships. As this trend develops, available opportunities and fund structures are evolving to meet this newfound demand. Understanding the impact direct investing has had on the available portfolio opportunities and the trends and developments over the next few years is crucial for success. This workshop will provide you with a comprehensive overview of the fundamentals, the associated challenges and the required steps for effectively implementing a direct investing strategy for continued success in a growing industry.

  • Hear the risk and reward factors in Direct Investing.
  • Discover how to find the right opportunities in this space. 
  • Determining when and where direct investing makes the most sense.
  • Learning how to find the true value and negotiating fees and terms

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.

PRE-SUMMIT WORKSHOP C:

FINDING YIELD IN MIDDLE MARKET INVESTING

Wednesday February 21, 2018

3:15 pm to 5:00 pm

Intense competition, steep valuation-to-EBITDA multiples for investment targets, and pressure to deploy funds and generate adequate returns make it difficult to find attractive investment opportunities. With an overabundance of capital chasing too few large cap deals, many investors have turned their attention to the larger middle market in hopes of identifying attractive new opportunities to deploy capital. The middle market is a hot segment for investors of all sizes and types for it offers superior prospects for differentiated, value-added investing. This workshop will provide an in-depth look at the risk/return profile of the middle market, navigating increased competition and determining the best investment strategy in this burgeoning market.

  • Understanding how the middle market is evolving and the risks and rewards of investing in it
  • What asset types in the middle market offer the best investment opportunity?
  • What lending opportunities are available and who are the lenders?
  • How do middle market prices correlate to primary markets?
  • Sound financial strategies for middle market investing

Stephen Chase Stephen Chase
Managing Director
PCCP

Stephen Chase joined PCCP in April 2014 and is responsible for raising investment capital for the firm. Prior to joining PCCP, Mr. Chase was a Director in the Private Fund Advisory Group at Lazard Freres & Co. While at Lazard he was responsible for sourcing institutional capital for private equity real estate funds, and over the course of six years helped to raise approximately $8 billion for over 10 different funds. Capital was sourced from a range of investors including public pension funds, endowments, foundations, and corporate pension plans. Prior to Lazard Mr. Chase was at CIBC World Markets where he worked on the institutional equities desk. Mr. Chase graduated from Yale University, where he received his bachelor’s degree in History.

David Madrid David Madrid
Managing Director
MDRD GROUP

David Madrid is the Managing Director and founder of Madrid Group, a San Francisco-based real estate investment firm. David has 10 years of experience working on all sides of industry, including design, investment, and construction across the entire risk-return spectrum in multiple product types and geographies. He has participated in over 3 million square feet with an aggregate value more than $1 billion.

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.

LUNCHEON WORKSHOP:

FUNDAMENTAL FACTORS IN GP SELECTION IN TODAY'S WORLD

Thursday February 22, 2018

1:15 pm to 2:15 pm

  • How are investors sourcing and screening managers for real estate investment vehicles? 
  • What criteria are investors using for current due diligence procedures and parameters? 
  • How are the recent changes to regulations, specifically California Government Code Section 7514.7, effecting GP selection decisions? 
  • How do investors monitor manager activity and compliance with agreements? 
  • When sourcing for emerging managers, what criteria do LPs look for in making decisions? 
  • Finding the right partner for the right deal, what to look for?

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 .

Mike Bednarski Mike Bednarski
Founding Partner
BROOME CAPITAL

Mike is the second generation principal of a family-owned real estate investment and property management company, a vertically integrated company that has been in operation for over 30 years. Mike has extensive experience overseeing the operations and acquisitions facets of the business, as well as raising institutional capital to execute the various opportunistic strategies.

Mike is a graduate of the University of Florida having received a Bachelor’s degree in Construction Management and a Master’s in Business Management. Mike is a licensed commercial and residential Building Contractor with the State of Florida and also holds a Florida Real Estate Broker’s License. He has also achieved a Master’s of Real Estate Development from Columbia University.

PRE-SUMMIT WORKSHOP A:

BEST PRACTICES FOR JOINT VENTURE REAL ESTATE INVESTING

Wednesday February 21, 2018

9:30 am to 11:30 am

The model of real estate private equity firms doing joint ventures with developers and project sponsors is a time-honored tradition. Private equity firms rely on sponsors, with their deep knowledge of markets and sectors, to help populate their funds with deals. Likewise, sponsors count on private equity firms and other financial partners to fund their projects and help bring them to life. The popularity of real estate joint ventures is on the upswing due to a surplus of capital and a shortage of good deals. But today’s JVs are different—they’ve been shaped by painful lessons learned during the financial crisis, when many projects were either put on hold or abandoned. This workshop will give you greater insight into critical success factors for joint ventures in the current economic and real estate climate.

  • Find out if Joint Venture real estate investing is right for your portfolio?
  • Hear case studies of successful JV deals.
  • Explore the steps to the right partnership. 
  • Insight into JV Deals from all angles, from equity providers, operating partners, LPs, lenders and attorneys.

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 sourcing investments, capital raising, and investor relations. She co-manages RMA’s joint venture partner relationships and serves on RMA’s investment committee.
Dani has over 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. Dani is a licensed CPA (inactive), CMA (inactive) and California real estate broker. Dani is a current member of the Entrepreneur’s Organization and 2017 Finance Co-Chair of the EO Los Angeles Chapter and 2007 President, 2009 and 2012 Advisor Board Member of Commercial Real Estate Women (CREW) – Los Angeles Chapter.

Ash Baraghoush Ash Baraghoush
Director Acquisitions
HANOVER FINANCIAL

Mr. Baraghoush serves as a Director Acquisitions at Hanover Financial, LLC. He is responsible for identifying and evaluating joint venture equity opportunities for value-add and development multifamily projects. Mr. Baraghoush previously spent four years with Ares Management originating and structuring senior mortgages, mezzanine, preferred equity and common equity for multifamily real estate transactions. Prior to Ares, Mr. Baraghoush worked at QVT Mount Auburn Capital and at Hanover Financial Company. Mr. Baraghoush began his career at Bank of America in its Global Corporate Investment Banking division.
Mr. Baraghoush holds a Bachelor of Arts in Economics, with a minor in Accounting, from UCLA.

PRE-SUMMIT WORKSHOP B:

KEY STRATEGIC CONSIDERATIONS FOR LEVERAGING DIRECT INVESTING OPPORTUNITIES

Wednesday February 21, 2018

1:00 pm to 3:00 pm

Direct investments have become increasingly popular on all sides of the investing table with fewer fees, greater transparency, and the opportunity to work on larger deals through partnerships. As this trend develops, available opportunities and fund structures are evolving to meet this newfound demand. Understanding the impact direct investing has had on the available portfolio opportunities and the trends and developments over the next few years is crucial for success. This workshop will provide you with a comprehensive overview of the fundamentals, the associated challenges and the required steps for effectively implementing a direct investing strategy for continued success in a growing industry.

  • Hear the risk and reward factors in Direct Investing.
  • Discover how to find the right opportunities in this space. 
  • Determining when and where direct investing makes the most sense.
  • Learning how to find the true value and negotiating fees and terms

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.

PRE-SUMMIT WORKSHOP C:

FINDING YIELD IN MIDDLE MARKET INVESTING

Wednesday February 21, 2018

3:15 pm to 5:00 pm

Intense competition, steep valuation-to-EBITDA multiples for investment targets, and pressure to deploy funds and generate adequate returns make it difficult to find attractive investment opportunities. With an overabundance of capital chasing too few large cap deals, many investors have turned their attention to the larger middle market in hopes of identifying attractive new opportunities to deploy capital. The middle market is a hot segment for investors of all sizes and types for it offers superior prospects for differentiated, value-added investing. This workshop will provide an in-depth look at the risk/return profile of the middle market, navigating increased competition and determining the best investment strategy in this burgeoning market.

  • Understanding how the middle market is evolving and the risks and rewards of investing in it
  • What asset types in the middle market offer the best investment opportunity?
  • What lending opportunities are available and who are the lenders?
  • How do middle market prices correlate to primary markets?
  • Sound financial strategies for middle market investing

Stephen Chase Stephen Chase
Managing Director
PCCP

Stephen Chase joined PCCP in April 2014 and is responsible for raising investment capital for the firm. Prior to joining PCCP, Mr. Chase was a Director in the Private Fund Advisory Group at Lazard Freres & Co. While at Lazard he was responsible for sourcing institutional capital for private equity real estate funds, and over the course of six years helped to raise approximately $8 billion for over 10 different funds. Capital was sourced from a range of investors including public pension funds, endowments, foundations, and corporate pension plans. Prior to Lazard Mr. Chase was at CIBC World Markets where he worked on the institutional equities desk. Mr. Chase graduated from Yale University, where he received his bachelor’s degree in History.

David Madrid David Madrid
Managing Director
MDRD GROUP

David Madrid is the Managing Director and founder of Madrid Group, a San Francisco-based real estate investment firm. David has 10 years of experience working on all sides of industry, including design, investment, and construction across the entire risk-return spectrum in multiple product types and geographies. He has participated in over 3 million square feet with an aggregate value more than $1 billion.

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.

LUNCHEON WORKSHOP:

FUNDAMENTAL FACTORS IN GP SELECTION IN TODAY'S WORLD

Thursday February 22, 2018

1:15 pm to 2:15 pm

  • How are investors sourcing and screening managers for real estate investment vehicles? 
  • What criteria are investors using for current due diligence procedures and parameters? 
  • How are the recent changes to regulations, specifically California Government Code Section 7514.7, effecting GP selection decisions? 
  • How do investors monitor manager activity and compliance with agreements? 
  • When sourcing for emerging managers, what criteria do LPs look for in making decisions? 
  • Finding the right partner for the right deal, what to look for?

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 .

Mike Bednarski Mike Bednarski
Founding Partner
BROOME CAPITAL

Mike is the second generation principal of a family-owned real estate investment and property management company, a vertically integrated company that has been in operation for over 30 years. Mike has extensive experience overseeing the operations and acquisitions facets of the business, as well as raising institutional capital to execute the various opportunistic strategies.

Mike is a graduate of the University of Florida having received a Bachelor’s degree in Construction Management and a Master’s in Business Management. Mike is a licensed commercial and residential Building Contractor with the State of Florida and also holds a Florida Real Estate Broker’s License. He has also achieved a Master’s of Real Estate Development from Columbia University.

Speakers

Kev Zoryan

Kev Zoryan

Managing Director

MORGAN STANLEY REAL ESTATE INVESTING

Kev Zoryan is a Managing Director of Morgan Stanley. He is Head of Western U.S. Investing for Morgan Stanley Real Estate’s various private equity real estate funds. He is responsible for the sourcing, execution and asset management of real estate investments. Kev joined Morgan Stanley in 1997, starting in the Los Angeles office in the private equity investing area of the Firm’s real estate businesses. He has been involved in many of the Morgan Stanley Real Estate investments on the west coast and in Mexico. After returning from business school in 2001, he rejoined the Firm in the Investment Banking Department in Los Angeles as a generalist in Corporate Finance. Kev established the Firm’s Los Angeles real estate investing office in 2005. Prior to Morgan Stanley, Kev was employed by the JE Robert Companies. Kev is actively involved in the California real estate community. He received an MBA from Harvard Business School and a BS from the University of Southern California. Kev is a member of the Executive Council of the USC Lusk Center for Real Estate, the Policy Advisory Board of the Fisher Center at Berkeley, and the Urban Land Institute Los Angeles Advisory Board.

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.

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 sourcing investments, capital raising, and investor relations. She co-manages RMA’s joint venture partner relationships and serves on RMA’s investment committee.
Dani has over 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. Dani is a licensed CPA (inactive), CMA (inactive) and California real estate broker. Dani is a current member of the Entrepreneur’s Organization and 2017 Finance Co-Chair of the EO Los Angeles Chapter and 2007 President, 2009 and 2012 Advisor Board Member of Commercial Real Estate Women (CREW) – Los Angeles Chapter.

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 .

Christopher Hartung

Christopher Hartung

Director, Portfolio Manager

LAZARD ASSET MANAGEMENT

Christopher Hartung is a Portfolio Manager on Lazard's Global Real Estate Securities team, focusing on investment strategy and research. Prior to joining Lazard in 2011, Christopher was Senior Advisor at Grubb & Ellis Alesco Global Advisors, responsible for alternative investment strategies, capital markets, product development and research. Previously, he was a Managing Director at Wells Fargo Securities/Eastdil Secured, responsible for providing investment banking services to both public and private real estate companies, including equity and debt issuance, corporate advisory and mergers & acquisitions activities. Prior to Eastdil, Christopher was a Managing Director and Group Head of Real Estate Equity Research at Banc of America Securities and also worked in Real Estate equity research and strategic planning at JP Morgan. He holds a bachelor's degree from Cornell University. Christopher serves as a director of FelCor Lodging Trust, a public real estate investment trust and is on the Advisory Board for Maier Siebel Baber, one of the West Coast's leading real estate investment managers. He is a full member of the Urban Land Institute, a member of Lambda Alpha International, and has been involved with International Council of Shopping Centers and the National Associate of Real Estate Investment Trusts (NAREIT) as well as having served on the Advisory Board for the Fisher Center for Real Estate at Haas Business School, University of California Berkeley.

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.

Mukang Cho

Mukang Cho

Chief Executive Officer & Principal

MORNING CALM MANAGEMENT

Mukang Cho founded Morning Calm Management and is the firm’s Chief Executive Officer and Managing Principal. He has been involved in all aspects of the firm’s development since inception and is responsible for strategic planning, operations and all investment and capital markets activities. Prior to joining Morning Calm Management, Mr. Cho was Chief Executive Officer and Principal of a privately held real estate investment and management company, a Managing Principal in charge of real estate strategy at Crown Capital Management and its affiliates, and a partner in the real estate practice group of Kirkland & Ellis. He began his career as a corporate attorney at Cravath, Swaine & Moore and then served as a principal of Trifecta, a distress focused middle market investment firm. In his capacities as principal and advisor, Mr. Cho has successfully completed hundreds of transactions with an aggregate value in excess of $100 billion.
Mr. Cho is a member of the President’s Council of The Real Estate Roundtable and the Cornell Real Estate Council. He is also a Vice Chairman of the Medical Peace Foundation, a non-profit organization started by his father, Ambassador Key-Sung Cho, which develops free medical centers around the world. Mr. Cho graduated with a J.D. from Harvard Law School and a B.A. From Cornell University (with distinction).
Morning Calm Management is a vertically integrated real estate investment and management firm with a focus on special situation investing. Through its affiliates, the firm owns and manages more than 5 million square feet of commercial real estate throughout the United States on behalf of private and institutional capital.

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.

Dennis Irvin

Dennis Irvin

Founding Partner

BRIGHTSTONE CAPITAL PARTNERS

Dennis Irvin has an extensive 30-year background in commercial real estate investment management, investment banking and advisory services for both public and private clients. Prior to founding Brightstone with Vanke, Mr. Irvin was the President and CEO of Rockefeller Group Investment Management. Prior to The Rockefeller Group, Mr. Irvin served in leadership and advisory roles with CIT Group, Cushman & Wakefield, J.P Morgan Securities and LaSalle Partners. Mr. Irvin received a B.A. in Economics and Public Policy from the University of Chicago.

Jimmy Yung

Jimmy Yung

Managing Director

BLACKSTONE

Jimmy Yung is a Managing Director in Blackstone Real Estate Debt Strategies based in Los Angeles and oversees West Coast debt investments. Before joining Blackstone, Mr. Yung was Head of Originations and member of the Investment Committee for TPG Real Estate Finance Trust. Previously, he was Head of Originations for Deutsche Bank’s US Commercial Real Estate Special Situations business focused on principal high yield finance and distressed debt acquisitions. Mr. Yung received a BA from Georgetown University.

Stephen Chase

Stephen Chase

Managing Director

PCCP

Stephen Chase joined PCCP in April 2014 and is responsible for raising investment capital for the firm. Prior to joining PCCP, Mr. Chase was a Director in the Private Fund Advisory Group at Lazard Freres & Co. While at Lazard he was responsible for sourcing institutional capital for private equity real estate funds, and over the course of six years helped to raise approximately $8 billion for over 10 different funds. Capital was sourced from a range of investors including public pension funds, endowments, foundations, and corporate pension plans. Prior to Lazard Mr. Chase was at CIBC World Markets where he worked on the institutional equities desk. Mr. Chase graduated from Yale University, where he received his bachelor’s degree in History.

Mike Bednarski

Mike Bednarski

Founding Partner

BROOME CAPITAL

Mike is the second generation principal of a family-owned real estate investment and property management company, a vertically integrated company that has been in operation for over 30 years. Mike has extensive experience overseeing the operations and acquisitions facets of the business, as well as raising institutional capital to execute the various opportunistic strategies.

Mike is a graduate of the University of Florida having received a Bachelor’s degree in Construction Management and a Master’s in Business Management. Mike is a licensed commercial and residential Building Contractor with the State of Florida and also holds a Florida Real Estate Broker’s License. He has also achieved a Master’s of Real Estate Development from Columbia University.

Chapin Hunt

Chapin Hunt

Managing Director

LOANCORE CAPITAL LLC

Mr. Hunt joined LoanCore in February of 2011 and is the Head of Originations for the West Coast of Jefferies LoanCore LLC. Prior to joining LoanCore, Mr. Hunt worked in the Debt Capital Markets Group from 2009 to 2011 advising, restructuring and placing debt products for CBRE. From 2003 to 2008, he was a Managing Director responsible for West Coast origination including new issue CMBS and balance sheet lending at RBS Greenwich Capital. Mr. Hunt worked at Credit Suisse from 1995 to 2002, in New York and Los Angeles RBS responsible for structuring and analytics and later moved into a production role. Prior to joining Credit Suisse, Mr. Hunt began his career as a broker in the investment sales and debt placement firm at Sonnenblick-Goldman in New York. Mr. Hunt graduated from U.C. Berkeley with a Bachelor of Arts degree in Political Science. He received both a Master of Business Administration degree from Monterey Institute of International Studies.

David Feinberg

David Feinberg

Director of Acquisitions and Dispositions

SACK PROPERTIES

David Feinberg is currently the firm’s Director of Acquisitions and Dispositions. He joined Sack Properties in 2017, and is responsible for all acquisition and disposition activities. Prior to Sack Properties, David was a Vice President of Acquisitions with Sares Regis, with primary acquisition responsibility for value-add multifamily properties in the Bay Area and Pacific Northwest. He closed on $333M in apartment transactions while at Sares Regis. Before joining Sares, Feinberg served as vice president of acquisitions at RREEF. He was responsible for identifying, negotiating, underwriting and closing purchases, both direct and joint venture, of more than $300 million in properties for RREEF clients. Prior to RREEF, Feinberg was Vice President with Sterling Education Properties, where he was responsible for more than $60 million in student housing acquisitions. Prior to Sterling Education Properties, Feinberg was with Archstone Smith, where he was in the acquisitions group covering the Pacific Northwest first and later the East Coast through the Boston office. Mr. Feinberg received a Bachelors of Arts from the University of Puget Sound and a Masters in Business Administration from Northwestern University – Kellogg. He lives in Belvedere, CA with his wife of 18 years, Anne, and his two kids, Morgan 13 and Jackson 11. is currently the firm’s Director of Acquisitions and Dispositions. He joined Sack Properties in 2017, and is responsible for all acquisition and disposition activities. Prior to Sack Properties, David was a Vice President of Acquisitions with Sares Regis, with primary acquisition responsibility for value-add multifamily properties in the Bay Area and Pacific Northwest. He closed on $333M in apartment transactions while at Sares Regis. Before joining Sares, Feinberg served as vice president of acquisitions at RREEF. He was responsible for identifying, negotiating, underwriting and closing purchases, both direct and joint venture, of more than $300 million in properties for RREEF clients. Prior to RREEF, Feinberg was Vice President with Sterling Education Properties, where he was responsible for more than $60 million in student housing acquisitions. Prior to Sterling Education Properties, Feinberg was with Archstone Smith, where he was in the acquisitions group covering the Pacific Northwest first and later the East Coast through the Boston office. Mr. Feinberg received a Bachelors of Arts from the University of Puget Sound and a Masters in Business Administration from Northwestern University – Kellogg. He lives in Belvedere, CA with his wife of 18 years, Anne, and his two kids, Morgan 13 and Jackson 11.

Ash Baraghoush

Ash Baraghoush

Director Acquisitions

HANOVER FINANCIAL

Mr. Baraghoush serves as a Director Acquisitions at Hanover Financial, LLC. He is responsible for identifying and evaluating joint venture equity opportunities for value-add and development multifamily projects. Mr. Baraghoush previously spent four years with Ares Management originating and structuring senior mortgages, mezzanine, preferred equity and common equity for multifamily real estate transactions. Prior to Ares, Mr. Baraghoush worked at QVT Mount Auburn Capital and at Hanover Financial Company. Mr. Baraghoush began his career at Bank of America in its Global Corporate Investment Banking division.
Mr. Baraghoush holds a Bachelor of Arts in Economics, with a minor in Accounting, from UCLA.

David Madrid

David Madrid

Managing Director

MDRD GROUP

David Madrid is the Managing Director and founder of Madrid Group, a San Francisco-based real estate investment firm. David has 10 years of experience working on all sides of industry, including design, investment, and construction across the entire risk-return spectrum in multiple product types and geographies. He has participated in over 3 million square feet with an aggregate value more than $1 billion.

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.

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. 

Brendan MacDonald

Brendan MacDonald

Partner

STEPSTONE GROUP

Prior to StepStone, Mr. MacDonald was a founding partner of Clairvue Capital Partners, a real estate investment manager that integrated with StepStone to establish StepStone Real Estate. At Clairvue, he was an investment committee member and focused on sourcing, underwriting and managing investments in the U.S., Europe and Latin America. Before Clairvue, he was a director at Liquid Realty Partners, an investment manager focused on real estate private equity secondaries and held an acquisitions role at Babcock and Brown. Earlier in his career he completed GE Capital’s Financial Management Program and was part of GE’s Global Sponsor Finance business.

Mr. MacDonald received an MBA from Harvard Business School and a BS from Indiana 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

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 and advisory firm specializing in real estate, hospitality, VC, M&A and media & entertainment. Prior to founding Arcis, Al was a partner of PricewaterhouseCoopers ("PwC”), one of the world's largest accounting, tax and advisory firms. He worked in PwC’s China/HK offices as well as New York City office. Over the past 20 plus years, Al has led extensive work in business and operational strategy, as well as restructuring and business improvement across the financial services, investment management, real estate, business services, and technology industries in the US, China/HK and broadly in Asia Pacific. Al has spent 14 years in China, over two 7-year stints. As a result, Al has gained front line experience and deep knowledge of China's economic, regulatory, and social developments, as well as its cross-border investment flows. Al is a member of the National Committee on the US-China Relations (www.NCUSCR.org). Al received a BE degree from Tsinghua University (清华大学)in Beijing, China on an international cultural exchange scholarship. Afterwards, he received an MS degree from Case Western Reserve University in Cleveland, OH. He has also completed leadership development programs at Yale and INSEAD. In addition to English, he is fluent in Mandarin Chinese and Urdu/Hindi.

Parker Champion

Parker Champion

Vice President & Partner

CHAMPION REAL ESTATE COMPANY

Parker Champion runs day-to-day operations at Champion Real Estate Company and heads Champion’s high yield and value-add cash flow investment activities. Parker has been with the Company since 2011 and has overseen the acquisition and disposition of over $400 million of existing multifamily, retail, and mixed-used assets. Prior to his current position, Parker worked for Wilson Commercial Real Estate, the predecessor entity of Wilson Retail Group. Representing both Landlords and Tenants, Parker was responsible for leasing over 500,000 sq. feet of retail space, further assisting in the creation of approximately $250 million in value. Parker holds a California Real Estate Broker's license, a Bachelor of Science in Policy, Planning and Development from the University of Southern California and a Masters in Real Estate Development from the University of Southern California. Parker is an active member of the University of Southern California Los Angeles alumni network, the National Multifamily Housing Council (NMHC), the Urban Land Institute (ULI), and the International Council of Shopping Centers (ICSC).

Media Partners

Hedgeweek

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

BarclayHedge

BarclayHedge is a leading independent, research based provider of information services to the alternative investment industry. Founded in 1985, no other firm has been in the alternative investment database business for as long as we have. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 33,500+ alternative investment vehicles. BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third party analysis packages. Barclay’s 17 hedge fund indices, 8 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.

Albourne Village

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

Debtwire

Debtwire, an Acuris company, is the leading provider of expert news, data and analysis on global leveraged credit. Our end-to-end coverage goes behind the scenes from primary issuance to the first sign of stress through restructuring and beyond. With global breadth and local depth, Debtwire's award-winning editorial, research and legal analyst teams produce original content that helps subscribers make more informed decisions. Subscribers trust Debtwire - the pioneer in the market - for comprehensive coverage across geographies, companies and asset classes.

Family Office Networks

Family Office Networks is a unique collection of different Family Offices located throughout the world that is able to bring the financial industry and financial professionals to various single family and multi-family office locations. We are able to offer a diverse list of financial management services to millions of wealthy individuals and their families. For more information, please visit www.familyofficenetworks.com.

Financial Poise

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

RE Alert

Real Estate Alert guarantees your edge in the commercial-property market by tipping you off to wheelings and dealings you’re not supposed to know about. Every week, the newsletter gives you an inside look at the secret moves of key dealmakers -- and helps you spot new risks and opportunities. See for yourself by signing up for a three-week FREE trial subscription to Real Estate Alert. To start your no-risk trial, call 201-659-1700 or visit www.REAlert.com.

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.

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

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.

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.

ETF Express

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

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

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.

Peer2Peer Finance News

Peer2Peer Finance News (P2PFN) is the first online and print monthly magazine dedicated purely to the UK’s fast-growing peer-to-peer finance industry. With dedicated personal finance, SME and industry news sections, it is a portal for anyone interested in peer-to-peer finance, whether they are working within the industry itself, an investor, or a borrower. The emphasis is on high-quality, timely, exclusively-sourced content that provides insightful analysis into the sector. For UK residents we are extending a complimentary subscription to our monthly print magazine. To subscribe please send an email to info@p2pfinancenews.co.uk. For all other countries please send an email toinfo@p2pfinancenews.co.uk, and we will advise you on applicable shipping fees.


Los Angeles, CA Los Angeles, CA

Los Angeles, CA

Los Angeles, CA

 

 

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

 

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