8th Annual Real Estate Family Office and Private Wealth Management Forum 2023 | Information Management Network (IMN) | 1 June 2023 | Waldorf Astoria Monarch Beach, 1 Monarch Beach Resort N, Dana Point, CA 92629, USA

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.

2023 Speakers

Tony Natsis
Chair. Global Real Estate Group, Allen Matkins

Mark Tronstein
Managing Director, Real Estate, Andell Holdings

Larry Steinberg
CIO, Financial Architcts

Jay Rogers
President, Alpha Strategies Investment Consulting

Ben Phillips
Chief Investment Strategist, Savoie Capital

Ronald Diamond
Chairman & CEO, Diamond Wealth

Paul Wendee
Managing Director, Paul M. Wendee

William Haddad
Managing Director, Partners Path

Bill Kay
Managing Director of Capital Markets, Ashcroft Capital

Will Nelson
Columbia Pacific Advisors

Adam Etessami
VP of Acquisitions, Gorjian Acquisitions

Kyle Mcdonough
Principal, Tower Capital

Henry Manoucheri
Chairman & CEO, Universe Holdings

Katie Goldberg
Head of Marketing, HouseCanary

Maura Schafer
CMO, RDC-S111

Carey Smith
Senior Counsel, Arnold & Porter

Jevon Perra
Director of Growth, JCAP Financial Group

Jonathan Martin
Principal & Co Founder, Anfield Hotel Advisors

Matt Lawson
CMO, Juniper Square

Christopher Gorelik
COO, Township Capital

Kali Holstein
Client Operations Specialist, Wipfli LLP

Alex Bhathal
Founder & Managing Director, RAJ Capital

Emily Pollard
EVP, Capital Markets, bkm Capital Partners

Marie Hsing

Mark Putney
Founding Managing Member and Principal, MNM Partners, LLC

Desiree Patno
CEO, NAWRB

Lukas Cesena
Director of Sustainability, Raider Hill Advisors

Heath Goldman
President/CEO, Icon Wealth

Brett Brown
Managing member, Dorado Peak Capital

Grace Winters
Partner, Manatt

Cory Bultinck
Partner, Wipfli LLP

Matthew Gorelik
CEO, Township Capital

Brad Shain
Fund Manager, Columbia Pacific Advisors

Robb Bollhoffer
Managing Principal, 29th Street Capital

Dylan Kremer
Co-Chief Investment Officer, Camden Capital

David Nielsen
Managing Principal, Kensington Stern

DJ Van Keuren
Managing Member, Evergreen

John Carrick
Managing Principal, Integrated Capital Management

Robert Eakin
CEO, JCAP Financial Group

Frank Roessler
Founder, Ashcroft Capital

Ryan Baughman
Co-Founder & Partner, Sundance Bay

Bob Lisauskas
AIA, Principal, RDC

Adam Miller
Principal, Balboa Retail Partners

Kathy Reed
Senior Vice President, Farmers and Merchants Bank

Najla Kayyem
EVP, Marketing, Pacific Retail Capital Partners

Greg Friedman
Managing Principal & CEO, Peachtree Hotel Group

Scott Word
Principal, Industrial Investments, Rising Realty Partners

Brian Malliet
Founder & CEO, bkm Capital Partners

Dustin Volz
Vice Chairman, Co-Head of Texas Industrial Capital Markets, Newmark

George Maravilla
Senior Vice President, Tower Capital

Jeff Hutchinson
Head of B2R & Portfolio Acquisitions, Institutional, MYND

Kip Kolson
President, Family Wealth Leadership

Sahil Nandwani
Managing Director, Calafia Group

David Luo
Director, Cherng Family Office

Thomas Sutter
SVP, Financial Advisor, The Los Angeles Group at Morgan Stanley

Jeff Curran
SVP Development, 29th Street Capital

Kyle Goetz
Senior Tax Manager, Wipfli LLP

Ira Perlmuter
Founder, IJP Family Partners

Irwin Boris
Senior Advisor, Heritage Capital Group

Sean O'Toole
CEO, 1776 Wealth

Neal Rubin
Managing Director, Rochdale Offshore Investment Management

Jeffrey Berkman
Founding Partner, Falcon Rappaport & Berkman LLP

Jeffrey Verdon
Partner, Falcon Rappaport & Berkman

Kenneth J. Falcon, Esq.
Managing Partner, Falcon Rappaport & Berkman

Kyle M. Lawrence, Esq.
Partner, Falcon Rappaport & Berkman

Griffin Quick
Vice President, Sundance Bay

Daniel Siegel
President, Stonehill

Salman Khan
CEO, Stabilis Capital Management

Kip Hamilton
Executive Managing Director, Real Estate Funds, SDS Capital Group

Peter Powers
Principal Member & VP of Acquisitions and Asset Management, MPI Family Office

Devang Shah
Managing Director of Acquisitions, Cityview

Cameron Croy
Director, Walker & Dunlop

Umang Mistry
Principal/Head of Investor Relations, Wealth Hospitality Group

Jennifer Halvas
Managing Director of Investor Relations, Cityview

Trevor Wilson
Managing Director, Ridge Capital Investors, LLC

Rick Courtney
Managing Partner, Essential Realty Partners

David Cohen
Partner, Katten Muchin Rosenman LLP

Caleb Roope
President & CEO, The Pacific Companies

Summer Haltli
Principal-Co Founder & Portfolio Manager, FCP Housing Preservation

Todd Woodhead
SVP, Capital Markets, Walton Global

Parnia Pandkhou
Partner, Armanino LLP

Casey Hursh
Director, Investor Relations, Rising Realty Partners

Stephen Bailey
Vice Chairman-Industrial Capital Markets, Newmark

2023 Sponsors

PLATINUM SPONSORS:
• 29th Street Capital
• Wealth Hospitality

GOLD SPONSOR:
• Falcon Rappaport & Berkman

SILVER SPONSORS:
• Armanino
• Sundance Bay
• Wipfli

BRONZE SPONSORS:
• Allen Matkins
• Anfield Hotel Advisors
• Arnold & Porter
• Ashcroft Capital
• BKM Capital Partners
• City View
• Columbia Pacific Advisors
• Essential Realty Partners
• FCP
• Gorjian Acquisitions
• House Canary
• IV
• JCAP Private Lending
• Katten
• Manatt
• MNM Partners
• Mynd
• NewMark
• Peachtree Group
• RDC
• Ridge Capital Investors
• Rising
• SDS Capital Group
• Stabilis
• Tower Capital
• Township Capital
• Universe Holdings
• Walker & Dunlop
• Walton
• Yardi