The 16th Annual Winter Forum on Real Estate Opportunity & Private Fund Investing 2019 | Information Management Network (IMN) | 16 January 2019 | Montage Laguna Beach, 30801 S Coast Hwy, Laguna Beach, CA 92651, USA

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?

2019 Speakers

Joshua Perttula
Managing Partner, Abington Emerson Investments LLC

Moses Kagan
Managing Partner, Adaptive Realty, Inc.

Ted Fentin
Managing Director, AECOM Capital

Warren Wachsberger
Managing Director, AECOM Capital

Richard Brace
Director of Research, AEW Capital Management

A representative from Allen Matkins

Christopher Winnen
Managing Principal, Real Estate Equity, Allstate Investments

Kenny Moon
Director - Investments, Almanac Realty Investors

Christopher Kelly
Managing Director, Amherst Capital

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

Allan Sternberg
Vice President, Angelo, Gordon & Co, L.P.

Chae Hong
Partner, Aon Hewitt

Jay Glaubach
Managing Director, Real Estate, Ares Management

A representative from Baceline Investments

Stephanie Landsberg
Vice President, Bank of America Merrill Lynch

Tom Nowak
Managing Director, Bank of America Merrill Lynch

Louis Yorey, Senior Managing Director, BBG, Inc

A representative from BDO

Barry Chase
Managing Principal & CEO, Belay Investment Group

Joshua Widoff
Managing Director, Chief Legal Officer, Black Creek Group

Glenn Mueller
Real Estate Investment Strategist, Managing Director, Black Creek Group

Eric Samek
Co-Founder, Brasa Capital Management

Jonathan Slager
Co-CEO, Bridge Investment Group Partners

Chris Czarnecki
Chief Executive Officer & President, Broadstone

Ian Weiskopf
Co-Head of US Real Estate Practice and Partner, Bryan Cave Leighton Paisner

Dan Rosenbloom
Co-Head Investments, Cadre

Spencer Schlee
VP, Canyon Partners Real Estate LLC

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

Thomas Whitesell
Managing Director, Construction Real Estate, CapitalSource

Devin Duffy
Director, Castlelake

Kim Hourihan
Senior Managing Director, CBRE Global Investors

Jeffrey Reder
Senior Vice President, Private Real Estate, CenterSquare Investment Management

Doug Faron
Vice President, Investments, CIM Group

Sondra Wenger
1st Vice President, Investments, CIM Group

Bryan Cavalier
Managing Director & West Coast Head, Real Estate Finance, CIT Bank, N.A.

Ben Darwin
Principal, CliftonLarsonAllen LLP

Dominic Zamora
Principal, CliftonLarsonAllen LLP

Luke Pope
Principal, CliftonLarsonAllen LLP

A representative from CohnReznick LLP

Billy Meyer
Columbia Pacific Advisors

Mo Shaikh
Director of Strategy ConsenSys & Co-founder/CEO of Meridio, ConsenSys Inc.

TBA
Senior Executive, Cortland Capital Market Services

Devin Poehlman
CrowdStreet

Sean Dalfen
President & CIO, Dalfen America Corp.

Nathaniel Marrs
Partner, DLA Piper

Allen Ashley
Partner, DLA Piper

Richard A. Silfen
Partner, Duane Morris LLP

Lisa Knee
Partner, EisnerAmper LLP

Todd Hankin
Partner, EisnerAmper, LLP

A representative from Everest Healthcare Properties

Chris Fraley, President, Evolve

A representative from Fairway America, LLC

A representative from Fairway America, LLC

Richard Kulick
CIO Multifamily housing, Gamma Real Estate

Jonathan Romick
General Counsel and Chief Compliance Officer, GEM Realty Capital, Inc.

Jonathan Lee
Principal, George Smith Partners

Gary Mozer
CEO, George Smith Partners

Bryan Shaffer
Principal, George Smith Partners

Michael Szczurek
Partner, Gibson, Dunn & Crutcher LLP

Drew Flowers
Partner, Gibson, Dunn & Crutcher, LLP

Aron Youngerwood
General Counsel, Global Logistic Properties

Ryan Kaplan
VP, Real Estate Investment Group, Goldman Sachs & Co.

Diana Brummer
Partner, Goodwin

Jim Sullivan
President, Advisory & Consulting, Green Street Advisors

Eric Rowen
Shareholder, Greenberg Traurig, LLP

Michael Baum
Shareholder, Greenberg Traurig, LLP

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

Robert Ivanhoe
Chairman, Global Real Estate Practice, Greenberg Traurig, LLP

Jonathan Epstein
Partner & Head - West Coast, GreenOak US

Andrew Yoon
Partner & COO, GreenOak US

Peter Ciganik
Managing Director, GTIS Partners

Jon-Paul Momsen
VP & Senior Managing Director, Harbert Management Corporation

Josh Stein
CEO, Harbor

Steven Lear
Partner, Holland & Knight

Brian Good
CEO, iBorrow

Ron Rossi
VP, Business Development, IMS CRE

George Pandaleon
President, Inland Institutional Capital Partners

Edward Ratinoff
Managing Principal, James Investment Partners

Jay Rollins
President, JCR Capital

Brandon Sedloff
Managing Director, Juniper Square

A representative from Katten Muchin Rosenman LLP

A representative from Katten Muchin Rosenman LLP

A representative from Katten Muchin Rosenman LLP

Alvin Katz
Partner, Katten Muchin Rosenman LLP

Robert Durand
EVP - Finance, KBS

Adam Simon
Principal, KKR

A representative from KPMG LLP

A representative from KPMG LLP

Gregg Christiansen
VP, Lasalle Investment Management

Nadia Sager
Partner, Latham & Watkins LLP

Hilary A Shalla
Partner, Latham & Watkins LLP

Brad Creel
Director of Real Estate Investments, Lockheed Martin Investment Management

Thomas Wiese
Senior Managing Director, Lombard International

Alexa Mizrahi
Director, Loan Origination, Lone Oak Fund, LLC

Justin Smith
Managing Director, Long Wharf Capital

Bradford Howe
Co-CEO, Lowe Enterprises Investors, LLC

A representative from Luxe

Bradley Ross
Vice President, Madison Realty Capital

Maxwell Peek
CEO & Managing Principal, Magnolia Capital

Daniel Vitulli
National Partner, Real Estate Group, Marcum LLP

Paul Foye
Managing Director, US Real Estate Practice Leader, Marsh & McLennan Companies

Nancy Little
Partner, McGuireWoods LLP

Marie Murphy
Managing Partner, MJD Capital Partners

Kevork Zoryan
Managing Director, Morgan Stanley

Mukang Cho
CEO & Principal, Morning Calm Management

Shane Shelley
Partner, Morrison & Foerster LLP

A representative from Morrison & Foerster LLP

Doug Buurma
Partner, Moss Adams LLP

A representative from Net Lease Capital Advisors

Kevin Shannon
Co Head of US Capital Markets, NKF Capital Markets

David Milestone
Vice Chairman, NKF Capital Markets

Jim Hibbert
Managing Director, Noble Street Advisors

Jared Lazarus
Managing Director, Oaktree Capital Management

Ambrose Fisher
Managing Director, Oaktree Capital Management, LP

John O'Connor
SVP & Head of Acquisitions, O'Connor Capital Partners

Joshua Kirkham
Co-Head of North American Real Estate, Oz Real Estate

A representative from Paul Hastings LLP

Jason Danley
COO, Peak Capital Partners

Damon Austin
SVP, Capital Deployment, Prologis California Inc.

Daniel Guggenheim
Partner, Pircher, Nichols & Meeks

David Packer
Partner, Pircher, Nichols & Meeks

Jeffrey Stoke
Partner, Procopio, Cory, Hargreaves & Savitch LLP

Alison E. George
Partner, Ropes & Gray LLP

Daniel Stanco
Partner, Ropes & Gray LLP

Troy Merkel
Partner, RSM US LLP

Jason Barnett
Vice Chairman, General Counsel & Founding Managing Partner, RXR Realty

Lisa Trapp
General Partner, Senior Vice-President, Sequoia

Nicholas Rotello
Founder, Seven Two Partners

Timothy S. Blair
Partner, Shannon Waltchack

Daniel Pallone
VP of REIT and Loan Services, SS&C

A representative from Ten-X

Mathew Feldman
Managing Director, The Carlyle Group

Brian Bailey
Subject Matter Expert, CRE, The Federal Reserve Bank of Atlanta

Gary Block
Partner & Chief Investment Officer, The Meridian Group

Marc Perrin
Managing Partner, The Roxborough Group, LLC

Brad Markoff
Partner, Thompson Coburn, LLP

Mark Levinson
Partner-RE, Corp., Fin, SEC, Thompson Coburn, LLP

Frederick Cooper
SVP, Finance, Int. Dev. & IR, Toll Brothers, Inc

Rodgers Harshbarger
Director, Private Investments, UNC Management Company

A representative from View, Inc.

Andrew Gindy
Principal, Walton Street Capital LLC

Perry Pinto
Principal, Walton Street Capital, LLC

Kevin Prince
Director, West Bay Capital

A representative from Yardi Systems Inc.

2018 Speakers:

Robert Ivanhoe
Chairman, Global Real Estate Practice, Greenberg Traurig, Llp

Robert Kline
Managing Director, Jll

Mark Jacobs
Managing Director, Real Estate Opportunities, Oaktree Capital Mgmt Llc

Lorne Polger
Senior Managing Director, Pathfinder Partners, Llc

Peter Muoio
Chief Economist, Ten-x

Ronald Kaplan
National Lead, Commercial Real Estate Practice, Cohnreznick Llp

Warren De Haan
Managing Partner, Acore Capital

Benjamin Young
Head Of Us Real Estate Equity, Black Rock

Jim Sullivan
President, Advisory & Consulting, Green Street Advisors

Daniel Schapiro
Partner, H/2 Capital Partners

Kevin Shannon
President, West Coast Capital Markets, Newmark Knight Frank

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

Barry Chase
Managing Principal & Ceo, Belay Investment Group

Jonathan Romick
Managing Director, General Counsel & Cco, Gem Realty Capital, Inc.

Peter Fish
Managing Director, Lnvestment Banking, Raymond James

Steve Jasa
Cfo-investment Management Group, The Wolff Company

Michelle Wells
Evp Of Investor Relations, Waterton

Alain R’bibo
Partner, Allen Matkins

Jason Schreiber
Principal, Investments, Cim Group

Sean Dalfen
President & Cio, Dalfen America Corp.

Bert Crouch
Managing Director, Invesco Real Estate

Sam Caven
Vp, Acquisitions, Starwood Capital Group

Scott Stafford
Co-founder & Principal, Strada Investment Group

Hilary A Shalla
Partner, Latham & Watkins Llp

Allan Sternberg
Director, Angelo, Gordon & Co.

Jay Glaubach
Managing Director, Real Estate, Ares Management

Bradford Howe
Co-ceo, Lowe Enterprises Investors, Llc

Kevork Zoryan
Managing Director, Morgan Stanley

Evan Ptalis
Svp, Commercial Division, Ten-x

2019 Sponsors & Partners

PLANTINUM:
• GreenbergTraurig

GOLD:
• CLA
• CohnReznick
• DLA PIPER
• GEORGE SMITH PARTNERS
• Junuper Square
• Katten
• Newmark Knight Frank
• ten-x

SILVER:
• Baceline Investment
• Bank of America Merill Lynch
• EISNER AMPER
• FAIRWAY AMERICA
• GIBSON DUNN
• HARBOR
• KMPG
• LATHAM
• MORRISON|FOERSTER
• MOSSADAMS
• Net Lease Capital Advisor
• Picher, Nichols & Meek LLP
• ROPES & GRAY
• THOMPSON COBURN LLP
• YARDI

BRONZE:
• ABINGTON EMERSON
• ACORE CAPITAL
• Adaptive Reality
• Allen Matkins
• Ambherast
• BBG
• BDO
• BROADSTONE
• BCP
• CapitalSource
• CastleLake
• CIT Bank
• Columbia Pacific Advisor
• CONSEYS
• Cortland
• CS CROWDSTREET
• Dalfen
• DuaneMorris
• EVEREST
• GAMMA REAL ESTATE
• GOODWIN
• Green Street Advisors
• iBorrow
• IMS
• JRC CAPITAL
• LMFCE
• LOMBARD INTERNATIONAL
• LONE OAK FUND
• Madison Reality Capital
• MARCUM
• MARSH
• McGUIREWOODS
• MMM
• NOBLE STREET ADVISORS
• PAUL HASTING
• PROCOPIO
• RSM
• Shannon Waltchack
• SS&C
• TMX
• view
• Westbay Capital

MEDIA PARTNERS:
• COMMERCIAL OBSERVER
• institutionalassetmanager
• Institutional Real State
• Real State Alert
• Scotsman Guide
• wealthadviser