9th Annual Real Estate Family Office & Private Wealth Management Forum 2024 - West | Information Management Network (IMN) | 13 June 2024 | Waldorf Astoria Monarch Beach, 1 Monarch Beach Resort N, Dana Point, CA 92629, USA

With the average family office now allocating about 25% of their portfolio to real estate direct investments, IMN’s forum is well-timed for the industry to discuss the opportunities in this asset class. The discourse around strategic transfer of family wealth has grown substantially in recent years, underscoring the increasing importance and relevance of such conversations in navigating the evolving landscape of wealth management.

If you are using direct investments, private equity managers or the public markets, there is a plethora of investment opportunities and allocations that can be considered. This deep dive into family office real estate investments will meet all of your educational and networking needs.

Who Should Attend
• Asset Managers
• Debt & Equity Financiers
• Family Business-Owners
• Family Foundations and Endowments
• Family Offices
• Investment Consultants
• Investment Infrastructure Providers
• Legal
• Placement Agents
• Private Banks
• Private Equity
• Private Investment Offices
• Private & Public Real Estate Funds
• Private & Non-Traded REITs
• Real Estate Investment Managers
• Tax Services Including 1031 Investment Advisors
• Wealth Advisors

2024 Speakers

Josh Aven
Founder, Aven Financial Group

Jordan Bem
Principal, Arizona Investissements

Alex Bhathal
Managing Partner, RAJ Capital

Ryan Carlson
Head of Capital Markets, Hawkins

Austin Carlson
Managing Director, JPI

John Chaffetz
Principal, Timberlane Partners

Dennis Cisterna
Co-founder & Chief Investment Officer, Sentinel Net Lease

Russ Colvin
CEO, President, and Chief Investment Officer, YourSpace America

Jade Dai
Partner, GL Capital

Marshall Davidson
Chief Investment Officer, SVN | J. Beard Real Estate

Anthony DeLorenzo
Vice Chairman/Managing Director, CBRE

Greg Friedman
CEO, Peachtree Group

Cameron Ghassemi
SVP, Acquisitions, Shopoff Realty Investments

Jesse Gundersheim
Sr. Director, Market Analytics, CoStar Group

Peter Habib
CEO, MPI Family Office

Liz Habib
Principal, MPI Family Office

William Haddad
Managing Director, Partners Path

Sherif Hassan
VP of Market Expansion, Re-Leased

Andrew Hinton
CEO, GL Capital

Jared Hollinger
CEO & Managing Partner, Sower Investment Partners

Jared Houser
Executive Vice President, Pedcor Investments LLC

Spencer Kallick
Partner, Allen Matkins

Jeffrey Karsh
Founder & Managing Director, Tryperion Holdings

Tyler Kent
Principal & Managing Director, Opwest Partners

Kip Kolson
President, Family Wealth Leadership

Cedrik Lachance
EVP Director of Research, Green Street

Robert Lang
Head of Commercial Real Estate, RAJ Capital

William Lappas
Managing Principal, Woodbridge Family Office

Rachel Mavrothalasitis
Principal, Reach&Root Partners and the Multifamily Impact Council

David Meltzer
Founder, David Meltzer Enterprises (DME)

Don Miller
Former CEO, Piedmont Office Realty Trust

Anthony Nanula
CIO, Sinatra & Co. Real Estate

David Nielsen
Principal, Kensington Stern Family Office

Robert O'Leary
VP of Development, Choice Hotels

Keith Oltchick
Chief Development Officer, Remington Hospitality

Patrick O'Meara
Founder, CEO, Patrick Ventures Family Office

Jenn Patrino
President, Tierview Capital

Mark Rapparport
President, Butterfly

Michelle Rodriguez
Partner, Wright, Finlay & Zak

Jay Rogers
President, Alpha Strategies Investment Consulting

David Russell
COO, Acribus Capital

Mathew Salter
VP & Head of Investor Relations, Riaz Capital

Andrew Schuurs
Vice President, Russell Square

Stephen Siri
Co-Managing Principal, The Martin Group

Larry Steinberg
CIO, Financial Architects

Ryan Sudeck
CEO, Sage Investment Group

Matthew Thrasher
President, Iridius Capital

Christina Trapp
Partner, Wipfli LLP

Mark Tronstein
Managing Director, Real Estate, Andell Holdings

Brett Turner
Senior Managing Director, Acquisitions & Dispositions, BKM Capital Partners

DJ Van Keuren
Co-Managing Member, Evergreen

Brian Waldman
CIO, Peachtree Group

Johnney Zhang
CEO, Primior Asset Management

Nicholas Carr
Senior Vice President, Merrill Lynch Wealth Management

Stephen Zsigray
Senior Vice President - Corporate Finance & Strategy, Ashford Inc.

Connie M. Love
President & CEO, John Henry Oil

2024 Sponsors

GOLD:
• Tryperion Holdings

SILVER:
• Green Street
• John Henry Oil Corporation
• SVN J.Beard Real Estate

BRONZE:
• Allen Matkins
• Ashford
• BKM
• Butterfly
• CBRE
• Choice Hotels
• CoStar
• Cox Castle
• GL Capital
• Iridius Capital
• JPI
• Lafferty Communities
• Martin
• Opwest
• Peacetree Group
• Pedcor Companies
• Primior Asset Management
• Range Summit Capital
• Re-Leased
• Remington
• Riaz Capital
• Russell Square
• Sage
• Sage Investment Group
• Sentinel Net Lease
• Shopoff Realty Investments
• Sinatra & Co.
• Sower
• Synergy Incorporated
• Taylor Street
• Tierview
• Timberlane
• Wipfli
• Wright Finlay & Zak
• Your Space America