PERE CFO/COO Forum New York | Private Equity International | 22 May 2018 | Convene, 730 3rd Ave, New York, NY 10017, USA

The PERE CFO/COO Forum is where senior level executives from private real estate funds gather each year to discuss the evolving role of finance, compliance and operations.

CFOs, COOs, SVPs/VPs, Directors and Controllers have a unique opportunity to share best practices and debate about the latest regulatory, legislative and tax changes that will directly impact private real estate funds under the Trump administration. Against this dynamic backdrop, the contemporary CFO and COO must also navigate a competitive environment for capital, increased competition for deals, investor pressure to lower fees, and cost effective strategies to scale the business for growth. By attending the Forum, you will:
Meet with private real estate senior level executives in one place over 1.5 days
Gain the latest industry intelligence in a face to face setting
Learn more about SEC hot button issues and what to expect in an exam
Engage with your peers about best practices within finance, compliance and operations
Interact with expert thought-leadership on what’s driving the current market and what’s expected ahead

2018 Speakers:

Daniel Abramoff
Director of Tax, PGIM Real Estate

Alex Abrams
Director, StepStone Global

James Allen
Managing Director and Fund Chief Financial Officer, Starwood Capital Group

Neal Armstrong
Director, AIS Group Manager-Fund Accounting, BNY Mellon

Andy Birch
Director Product Marketing, MRI Software

David Blatt
CEO, CapStack Partners

Amy Boyle
Managing Director, Chief Financial Officer & Chief Compliance Officer, GTIS Partners

Chad Briggs
CFO, Bridge Investment Group

Nilesh Bubna
Founding Partner, Chief Financial Officer and Portfolio Manager, Longpoint Realty Partners

Eva Carman
Partner & Co-Chief of Securities and Futures Enforcement, Ropes & Gray

John Caruso
Managing Director, Head of Finance – Americas, TH Real Estate

Jennifer Cattier
General Counsel & Chief Compliance Officer, Almanac Realty Investors, LLC

Dr. Sam Chandan
Larry & Klara Silverstein Chair, Academic Dean for the NYU SPS Schack Institute

Deb Cloutier
Founder and President, RE Tech Advisors Inc.

Cheryl Dallos
Director of Human Resources, Northwood Investors

Dene Dobensky
Real Estate Tax Partner, KPMG

Maryellen Dolan
Director, Portfolio & Asset Management, National Real Estate Advisors

Eric Duchon
Global Head of Sustainability, LaSalle Investment Management

Kurt Edwards
Director, Real Estate & Private Markets – Research & Strategy, UBS

Marc Filipkowski
Senior Account Executive,, Investment Management Yardi Systems

Alan Flanagan
Global Head of Private Equity & Real Estate Fund Services, BNY Mellon

Sally Ann Flood
Audit Partner, Deloitte & Touche LLP

Sunny Handa
Partner, Blake, Cassels & Graydon

Adam Handwerker
Managing Director, Hodes Weill & Associates

Omar Hassan
Principal, CFO, Cloverlay Partners

Yehuda Hecht
Managing Director, Chief Financial Officer, Madison International Realty

Todd Henderson
Chairman of the Board of Directors, RREEF Property Trust Head of Real Estate Americas, Deutsche Asset & Wealth Management

Karen Holdridge
General Counsel, Boston Properties

Peter Hommeyer
President, Hunter Street Partners

Shally Hu
Head of Acquisitions, ARON Asset Management

Zoe Hughes
Partner, Concept Journalism

Barry Johnson
Managing Director, State Street Global Services

Patrick Kassan
Managing Director & CCO, Blackstone Real Estate

Miki Kamijyo
Chief Compliance Officer/Legal Counsel, GreenOak Real Estate

John Killian
Managing Director, Clarion Partners

Jim Landau
Director, MetLife Real Estate

Evelyn Lee
Senior Editor, Americas, PERE

Wesley LePatner
Sr. Managing Director Real Estate — New York, Blackstone

Danielle Lombardo
Vice President, Lockton Companies

Cristiano Machado
SVP, CFO Real Estate Private Equity Funds, Brookfield’s Property Group

Jeff Maier
Managing Director, Private Equity Finance, First Republic Bank

Isobel Markham
Editor, Private Equity International

Michael Morrell
Manager, Real Estate, NYS Teachers’ Retirement System

Michael Pappacena
Managing Director, ACA Compliance Group

Lee Phegley Jr.
Chief Financial Officer, Invesco Real Estate

Dror Poleg
Founder, Rethinking Real Estate

Chris Pyke
Research Officer, U.S. Green Building Council, former COO, GRESB

Lori Sabet
Managing Director-Partner and Chief Human Resources Officer, The Carlyle Group

Yesenia Scheker
Partner, KPMG

Sarah Schwarzschild
Managing Director of Metropolitan, The Carlyle Group

Sally Seebode
Managing Director, State Street

Robert Shaw
Manager-Head of Real Estate Consulting, AltaReturn

Roshi Singh Dandona
Co-head Fund Services, Viteos

Claire Thielke
Chief Operating Officer – Investment Management, Hines

Dr. Anthony Townsend
Founder, Bits and Atoms

Paul Wasserman
Head of Real Estate Asset Management, KKR

Marc Weidner
Managing Director, Franklin Templeton Investments

Suzanne West
Managing Principal, Belay Investment Group

Anastasia Williams
VP Global Sales, PERE

2017 Speakers:

Scott Aleali
Managing Director, Private Equity Finance, First Republic Bank

James Allen
Senior Vice President and Chief Financial Officer of Funds, Starwood Capital Group

Amy Boyle
Managing Director, Chief Financial Officer & Chief Compliance Officer, GTIS Partners

Dave Bragg
Managing Director, Green Street Advisors

Nilesh Bubna
Founding Partner, CFO and Portfolio Manager, Longpoint Realty Partners

Brett Burns
Chief Accounting Officer and Chief Compliance Officer, Mesa West

Eva Carman
Managing Partner, Ropes & Gray

Scott Carpenter
Senior Vice President, Co-Chief Operating Officer, Alternative Investment Solutions

John Caruso
Managing Director, Head of Finance – Americas, TH Real Estate

George Dabney
Managing Director and Chief Financial Officer, Thayer Lodging

Robert Del Monaco
Chief Financial Officer, Torchlight Investors

Ashia Derksen
Senior Vice President, Manager of Portfolio Accounting, Shorenstein Realty Services, LP

Dene Dobensky
Real Estate Tax Partner, KPMG LLP

Barbara Flusk
Co-Chair NCREIF/PREA/INREV Global Initiative - Global Fee and Expense Workgroup, Head of Global Real Estate Fund Services, CITCO

Michael Fortier
Controller, Global Indirect Real Estate, Aviva Investors

Jeff Gardner
Director, Invesco Real Estate

Eric Goldstein
Global Market Leader, Financial Services & Real Estate Futurestep, a Korn Ferry company

Adam Handwerker
Managing Director, Hodes Weill & Associates

Yehuda Hecht
Managing Director, Chief Financial Officer, Madison International Realty

Robert Hellman
Managing Director, Pembrook Capital Management LLC

Kevin Higgins
Real Estate Portfolio Manager, New Jersey Division of Investment

Ryan Hinson
Regulatory Counsel, US Securities and Exchange Commission

Olin Honoré
Managing Director Information Technology, Hamilton Lane

Ian Howells
Chief Marketing Officer, Intacct

Zoe Hughes
Director, Investor Communications Advisory, Shelter Rock Capital Advisors

Kathleen Hurley
Director of Information Technology, Madison International Realty

Andrew Jacobs
Managing Director, Metropolitan Real Estate

Barratt Johnson
Managing Director, State Street Corporation

Michael Keesey
Chief Financial Officer, Sterling Bay

Jordan Kolar
Senior Vice President, Taxation, Brookfield Asset Management

Marybeth Kronenwetter
Director, Reporting Standards, NCREIF

Brian Liikala
Senior Investment Manager, Real Estate and Infrastructure Division, Bureau of Investments, State of Michigan Retirement Systems

Cristiano Machado
SVP, CFO Real Estate Private Equity Funds, Brookfield’s Property Group

Greg MacKinnon
Director of Research, Pension Real Estate Association

Ryan McCormick
Senior Vice President & Counsel, The Real Estate Roundtable

Michael McGillis
Chief Financial Officer, MACK Real Estate Group

Maqbool Mohamed
CFO European Assets

Meghan Morris
Reporter, PERE News

Michael Pappacena
Managing Director, ACA Aponix

Manjul Ramchandani
Managing Director, Greenhill & Co., LLC

Alex Robinson
Co-Founder and CEO, Juniper Square

Robert Serafin
Managing Director and Head Investment Management Operations & Client Services, Metlife

Bryan Smith
Principal and CFO - US Real Estate, The Carlyle Group

Marshall Sprung
Managing Director and Global Head of Compliance, The Blackstone Group

Pat Tully
Managing Director, Chief Financial Officer, Clarion Partners

Judy Turchin
Managing Director and the Global Chief Compliance Officer, Blackstone Real Estate

Chris Ward
Industry Principal, Investment Management, Yardi Systems

Paul Wasserman
Head of Real Estate Asset Management, KKR

Ian Wilkin
CFO and COO, Jaguar Growth Partners

Greg Wilkinson, CFA
Director, Franklin Real Asset Advisors, Franklin Templeton Investments

Julie Wong
Partner, Head of Capital Raising & Investor Relations, GreenOak Real Estate

2018 Sponsors and Partner:

LEAD:
• Bny Mellon

SPONSORS:
• Aca Compliance Group
• State Street
• Altra Return
• KPMG
• Global Reach Local Knowlegde
• Viteos Fund Services
• Ropes & Gray
• Yardi

EXHIBITORS:
• Apex
• Citco

SUPPORTING ASSOCIATION:
• Caia Association

HOST PUBLICATION:
• PERRE

MEDIA PARTNER:
• Private Funds Management