Monarch Beach Resort
Monarch Beach Resort , 1 Monarch Beach Resort Dana Point, CA 92629, USA

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Event Date Mon Apr 29 PDT - Tue Apr 30 PDT (over 2 years ago)
In your timezone (EST): Mon Apr 29 11:00am - Tue Apr 30 8:00pm
Location Monarch Beach Resort
1 Monarch Beach Resort Dana Point, CA 92629, USA
Region Americas

As the economy and the real estate investment climate has improved, family offices and private wealth managers are increasing their allocation and interest in investing in real estate. Be it direct investments, using private equity managers or the public markets there is a plethora of investment options that need to be considered and this deep dive into real estate by the IMN conference will meet all of your education and networking needs.

We look forward to hosting this event once again and providing the platform for attendees to connect with the investors who are actively engaged in this private real estate investment.


2019 Speakers

Rod Astarabadi
President , Pacific Castle

Joshua Aven
CEO, Founder, Aven Financial Group

Sean Baird
Director, Colliers

Todd Bancroft
President & CEO, Draper and Kramer

Gregory Banner
President, Asset Preservation Strategies, Inc.

Victor Bekhet
Investment Manager, Shenouda Capital Management

Stuart Bernstein
Partner, Capridge Partners

Alex Bhathal
Founder, Raj Capital Management

Richard Blumenreich
Principal, Kpmg LLP

Kenneth Brown
Managing Partner, Lionchase Holdings, Inc.

Matt Campbell
Principal, Forge Partners

Nitin Chexal
Director-real Estate, Nimes Real Estate

Victor Chiang
Founder, Tiberius Family Office

Wally Clark
VP, Jg Construction

Lynne Connolly
CEO, Emerald Wealth Management, Inc.

David Daneshforooz
Managing Director, Kirin Capital

Anthony Delorenzo
Executive Vice President, Cbre

Natalie Do
Vice President, Senior Relationship Manager, Torrey Pines Bank

Louis Dubin
Managing Partner, Redbrick Lmd, LLC

Rodney Emrani
President, Emrani & Associates

Mike Farley
Principal, Tower 16 Capital Partners

Andrew Fenton
Head of Investment Banking and Advisory, Colliers

Bryant Ferber
Managing Director, Azure Partners

Scott Fifer
Founder & CEO, Go Campaign

Eric Fingleson
First Vice President - Wealth Management, Ubs

Michael Fitzpatrick
Executive Vice President & Cfo, Baker Tilly Capital, LLC

Thomas Gayer
Private Wealth Advisor, Janney Montgomery Scott

Heath Goldman
President/CEO, Icon Wealth & Legacy Partners

Gene Guarino
President, Residential Assisted Living Academy

Alan Harden
Family Member, Harlow Family Office

Erik Hayden
President, Urban Catalyst

Jim Hayes
Cfo, Draper and Kramer

Jared Hutter
Principal & Co-founder, Aptitude Development

Cynthia Jaggi
Co-founder & Partner, Living Economy Holdings

Adrienne Jubb
Vice President, Development, Marriott International

Michael Kalt
Principal, Partners Path Capital

Afshin Kateb
Cfo, Nimes Real Estate

Patrick Kennedy
Owner, Panoramic Interests

Kip Kolson
President, Family Wealth Leadership

Steve Kwong
Vice President, Senior Financial Advisor, Merrill Lynch

Todd Laurie
EVP-investments/partner, Baceline Investments LLC

Robert Lazaroff
Vice President, Michelson Realty Company

Christian Lena
Principal, Vivaldi Asset Management

David Luo
Executive Director, Cherng Family Office

John Lustgarten
Cio, Summit Equity Investments

Dan Magder
Managing Director, Center Creek Capital

Henry Manoucheri
Chairman & CEO, Universe Holdings

David Meulmester
Partner, Tax, Kpmg LLP

Doug Michie
Financial Advisor, Ventura Coast Wealth Management

Milka Micic
Executive Director, J.p.morgan Private Bank

Sheryl Morehead
VP-capital Markets, Sunstone Properties Trust

Benjamin Nazarian
Managing Partner, Omninet Capital, LLC

Randy Norton
Managing Partner, Green Mesa Capital, LLC

Patrick O'meara
Managing Principal, Taylor Street

Andrew Oshay
Principal, Oshay Family Office

Neel Patel
President, Om Pacific Capital

Sanat Patel
Managing Partner, Avana Capital

Jonathan Pharris
President, Caprock Partners

Michael Polley
President, 1st Commercial Realty Group

Joshua Pukini
Managing Partner, AB Capital

Josh Roach
Chief Investment Officer, Lloyd Capital Partners & Phi Group Investments

Benoit Rochard
Vice President, CFH Investment Partners

Jay Rogers
Executive Director, Bergendahl Holdings

Jay Rollins
President, JCR Capital

Dan Rosenbloom
Co-head Investments, Cadre

Jake Sharp
CEO, Jake Sharp Group

James Solomon
Principal & CIO, Ravinia Capital Group

Scott Sorensen
Managing Principal, Wilshire Capital Partners

Neil Soskin
Owner, Neil Soskin Commercial Real Estate Services

Larry Steinberg
Financial Quarterback, Financial Architects

Richard Takach
Chairman & CEO, Vesta Hospitality, LLC

Mark Tronstein
Managing Director, Real Estate, Andell, Inc.

Dj Van Keuren
VP, Hayman Family Office

Jeffrey Verdon
Managing Partner, Jeffrey M. Verdon Law Group, LLP

Jamie Weiner
Co-founder, Inheriting Wisdom

Jonathan Wintner
President & CEO, Winstar Properties

Dominic Zamora
Principal, Cliftonlarsonallen LLP

Sponsors & Partners

2019 Sponsors


• 1st Commercial Property Management
• AB Capital
• AL Family
• Aptitude
• AVANA Capital
• Azure Partners
• Baker Tilly Capital
• Cadre
• CapRock
• Center Creek
• Colliers International
• Draper and Kramer
• JCR Capital
• Jeffrey M. Verdon Law Group
• JG Construction
• Kirin Capital
• Neil Soskin
• Panoramic Interests
• Parkview Financial
• Redbrick LMD
• Sunstone Properties Trust
• Taylor Street
• The Michelson Organization
• Universe Holdings
• Vesta Hospitality
• Wilshire Capital
• Winstar Properties

• Best Attorneys Online
• Debtwire ABS
• Hedge Fund Alert
• InstitutionalAssetManager
• Institutional Real Estate
• Institutional Real Estate, Inc. (IREI)
• Mergermarket
• Property Funds World
• Real Assets Adviser
• Real Estate Alert
• Scotsman Guide
• Wealthadviser