Montage Laguna Beach
Montage Laguna Beach, 30801 S Coast Hwy, Laguna Beach, CA 92651, USA

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Event Date Wed Jan 19 PST - Fri Jan 21 PST (in about 2 months)
In your timezone (EST): Wed Jan 19 11:00am - Fri Jan 21 8:00pm
Location Montage Laguna Beach
30801 S Coast Hwy, Laguna Beach, CA 92651, USA
Region Americas

Significant shifts are happening in commercial real estate (CRE).

With the protracted cycle the CRE industry is in uncharted territory.

Is this is a fundamental shift? Does early/mid/late-cycle investing need to be re-evaluated?

With geo-political risk, tax reform and other critical industry disruptors that are causing or have the potential to cause major change across asset classes, where are we headed?

How in turn does this impact deal flow, valuations, large fund dominance in fundraising, the availability and cost of capital, etc., etc., etc.?

As some investment opportunities recede, what others are rising to take their place? What are the innovative investment strategies that early adopters are already reaping the rewards from?

Tacking these fundamental issues, IMN is excited to once again host the largest event of its kind on the West Coast: 19th Annual Winter Forum On Real Estate Opportunity & Private Fund Investing, January 19-21, 2022, The Montage Resort & Spa, Laguna Beach, CA.

Attracting 1000+ registrants each year this three-day event is renowned for its history of delivering critical market information, strategic insights and unmatched networking opportunities.

Join us in January for the industry insights and connections that could make or break your year.


2022 Speakers

John Gottfried
CFO, Acadia Realty Trust

Warren de Haan
Managing Partner, Head of Originations, ACORE Capital

Joshua Katzin
CIO, AECOM Capital

Marc Davidson
Managing Director & Portfolio Manager, AEW Capital Management

Tony Natsis
Partner, Allen Matkins

Jared Hutter
Managing Principal & Co-Founder, Aptitude Development

Neville Rhone Jr
Managing Partner, Arc Capital Partners

Jay Glaubach
Managing Director, Ares Management

Andy Stewart
Managing Partner, Argosy Real Estate Partners

David Butler
Managing Partner, Argosy Real Estate Partners

Ferdi Roberts
CEO, Asset Class

Wesley Wilson
CFO, Avanath

Jason Muller
Founder & CEO, Beach City Capital

Matt Bear
Founder, Bear Real Estate Advisors

Dennis Grzeskowiak
Principal & Co-Founder, Bellwether Asset Management

Jonathan Epstein
Managing Director, BentallGreenOak

Adam O’Farrell
COO, Bridge Investment Group

Isela Rosales
Managing Director, ESG & Sustainability, Bridge Investment Group

Dan Katz
Managing Director, Head of Originations, BrightSpire Capital

Heather Boelens
Partner, Bryan Cave Leighton Paisner

Simon Goldstein
Principal, Buckingham Advisors

Dina Treyger
SVP Asset Management, C-III Capital Partners

Dan Rosenbloom
Managing Director, Head of Investments, Cadre

Robin Potts
Co-Head of Real Estate Investments, Director of Acquisitions, Canyon Real Estate Partners

Steve Anapoell
Of Counsel, Carlton Fields

Merrick ‘Rick’ Gross
Shareholder, Carlton Fields

Kim Hourihan
Senior Managing Director, CBRE Global Investors

Doug Faron
Managing Director, Investments, CIM Group

Chris Niederpruem
Managing Director, Group Head of RE Finance, CIT Bank

Jim Flaherty
President & CEO,

Tom Wiese
President of Institutional Solutions, Crown Global Insurance Group

Dominic Petrucci
Managing Partner, CT Realty

Sean Dalfen
President & CIO, Dalfen Industrial

Yoni Tuchman
Partner, DLA Piper

Aaron Greeno
Partner, Head of West Coast, Dune Real Estate Partners

Daniel Kaplan
Partner, EA RESIG

DJ Van Keuren
Co-Managing Member, Evergreen Property Partners

Jay Rogers
CEO, Four Thirteen

Michael Klein
Principal & CEO, Freedom Financial Funds

Jonathan Romick
General Counsel & Chief Compliance Officer, GEM Realty Capital

Malcolm Davies
Principal & Managing Director, George Smith Partners

Ed Steffelin
SVP, George Smith Partners

Evan Kinne
SVP, George Smith Partners

Ryan Kaplan
VP, Real Estate Investment Group, Goldman Sachs

Sandy Presant
Chair, Real Estate Fund Practice Group, Greenberg Traurig

Cedrik Lachance
EVP, Director of Research, Green Street Advisors

Tyler Blue
Vice President, Advisory & Consulting, Green Street Advisors

Peter Ciganik
Managing Director, GTIS Partners

Thomas Feldstein
Partner, General Counsel & COO, GTIS Partners

Paul Hughson
Executive Managing Director, Island Capital Group

Alvin Katz
Partner, Katten Muchin Rosenman

Matt Salem
Member, Head of Real Estate Credit, KKR

Leslie Lundin
Managing Partner, LBG Real Estate Companies

Martin Caverly

Abe Schlisselfeld
Managing Partner, Marks Paneth LLP

Paul Foye
US Real Estate Practice Leader, Marsh

Chris Ly
Managing Director, Alternative Investments, McKinney Capital

Casey Gordon
Vice President, MGAC

Daniel Guggenheim
Member, Mintz Levin Cohn Ferris Glovsky & Popeo

Kevork Zoryan
Managing Director, Real Assets, Morgan Stanley

Derek Simmons
Executive Director, Morgan Stanley

Jim Hibbert
CPA, Noble Street Advisors

Daniel Chin
MST, Noble Street Advisors

David Barksdale
Partner, Norton Rose Fullbright

John Caruso
Managing Director – Global Head of Fund Finance, Nuveen Real Estate

Taejo Kim
Managing Director, Oaktree Capital Management

Thomas Whitesell
EVP, Group Head, Real Estate, Pacific Western Bank

Jason Danley
COO, Peak Capital Partners

Rob Sechrist
President, Pelorus Equity Group

Louis Dubin
Managing Partner, Redbrick LMD

Scott Word
Principal, Industrial Investments, Rising Realty Partners

Joshua Kirkham
Co-Head of North American Real Estate, Sculptor Capital Management

Dennis Cisterna
CIO, Sentinel

William Shopoff
President, Shopoff Realty Investments

Heather Turner
CEO, Tamarack Capital Partners

Aaron Weaver
CFO, The Bendetti Company

Marc Perrin
Managing Partner, The Roxborough Group

Amy Tiemann
CEO, TM1 Asset Management

Carlos Valdivia
Vice President, Tokyu Land US Corp.

George Maravilla
SVP, Tower Capital

Rodgers Harshbarger
Senior Director of Investments, UNC Management Company

Mark Strauss
Managing Director, Walker & Dunlop

Andrew Gindy
Principal, Walton Street Capital

Sponsors & Partners

2022 Sponsors and Partner

• Appfolio Investment Management
• Asset Class
• George Smith Patners
• GreenbergTraurig
• Juniper Square
• Yardi

• Cohn Reznick
• CoStar Group
• DLA Piper
• Katten
• Newmark Knight Frank

• Bank of America
• Eisner Amper
• Gibson Dunn
• Green Street Advisors
• Hybridge
• Max Benjamin Partners
• Mintz
• Moss Adams
• Noble Street Advisors
• Pelorus Equity Group
• Shopoff Realty

• Acore Capital
• AGP Capital
• Allen Matkins
• Alter Domus
• Ankura
• Aptitude Development
• Armanino
• Backshop
• Bakertilly
• Bryan Cave Leighton Paisner
• Beach City Capital
• Bear Real Estate Advisors
• Bellwether
• Bright Spire Capital
• Buckingham Advisors
• Caliber Funds
• California Bank
• Compstak
• Contour
• CrowdStreet
• Cown Global Insurance
• Dalfen Industial
• Egan-Jones
• ELAN Multifamily Investments
• Freedom Financial Funds, LLC
• Impex Capital Group
• Invesco
• Marcum Accountants Advisors
• Marcus & Millichap
• Marks Paneth
• Marsh
• MCA Realty
• Norton Rose Fulbright
• Pacific Western Bank
• Peach Tress Hotel Group
• Post Brothers
• Redbrick LMD
• Rising
• Ropes & Gray
• Tower Capital
• Universe Holdings
• Walker & Dunlop
• West Bay Capital
• Western Alliance Bank