The 7th Annual Real Estate Family Office & Private Welath Management Forum (East) 2022 | Information Management Network (IMN) | 18 October 2022 | Eden Roc Miami Beach, 4525 Collins Avenue Miami Beach, FL 33140 USA

With the average family office now allocating about 15% of their portfolio to real estate direct investments, IMN’s Real Estate Family Office Forum is well-timed for the industry to discuss the opportunities in this asset class.

Whether you use direct investments, private equity managers or the public markets, there is a plethora of investment options that can be considered. This deep dive into real estate by the IMN conference will meet all of your educational and networking needs.

2022 Speakers

Raphael Sidelsky
CIO, W5 Group

Stu Caplan
CIO & Partner, Apex Financial Advisors

Paul Kang
President, ALTA

Daryl Shevin
CFO, 13th Floor Investments

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

Paul Wendee
Partner, Paul Wendee & Associates

William Haddad
Senior Analyst, Partners Path

Jordan Bem
Principal, Arizona Investtissements

Thais Gaspar
Global Alternative Investment Strategist, Brainvest Asset Management

Irwin Boris
Acquisitions & Asset Management, Peykar Capital

Adi Divgi
Managing Director - Strategic Wealth, Legacy Wealth Management LLC

Jeffrey Granoff
CEO, One World Financial Solutions

Matthew Shaffer
Partner, Granite Park Capital

Kamil Homsi
Founder/CEO, GRC Investment Group-Dubai

David Berg
Partner, Infinity Collective

Laura Chen
First Vice President, Morgan Stanley Wealth Management

Rikesh Thakrar
Owner & Principal, Tintern Family Office LLC

Rick Courtney
Managing Partner/CEO, Essential Realty Partners

Ryan Keller
Investor Relations Supervisor, Redwood

Alex Kopicki
CIO, Thomas Park Investments

Jared Hutter
Principal, Aptitude Development

Suresh Srinivasan
Chief Marketing Officer, Roofstock

Chip Cummings
CEO, Northwind Financial

Robert Schwartz
Co-Founder, Principal, Spruce Capital Partners

Duncan Mendelsohn
Managing Principal, Good Seed Capital

Heston Nielson
Principal, Keystone National Group

Jeff Verdon
Attorney, Jeffrey M. Verdon Law Group LLP

John Zalkin
Partner, RKW Residential

Sean Rutherford
Senior Communications & Operations Manager, Inveniam

Soren Godberson
Chief Revenue Officer, EquityMultiple

Thomas Wiese
President of Institutional Solutions, Crown Global Insurance

Kamil Homsi
Founder/CEO, GRC Investment Group

Tom Balcom
Founder, 1650 Wealth Management

DJ Van Keuren
Co-Managing Member, Evergreen

Tom Sullivan
Regional VP, Capital Markets, Bonaventure

Maggie Donlon
Team Lead Coordinator, IMN

Lindsay Muse
Director of Marketing, WhiteHaven Capital

Carter Rise
CEO, Sandpiper Lodging Trust

Kristen Lewis
Managing Director, Marketing, Eisner Advisory Group LLC

Todd Woodhead
Executive Vice President of Capital Markets, Walton Global Holdings

Bridget Lee
CEO, Keppel Capital

Kathleen Larrison
Attorney, Holland & Knight LLP

Rosemarie, Joe McElwee, Ambrose
SVP, Business Development, UC Funds

Jessica Harbin
Vice President of Business Development, Core Companies

Kali Holstein
Client Operations Specialist, Wipfli LLP

Hank Loughran
SVP Capital Markets, Bonaventure

Tony Loos
Head of Field Marketing, Juniper Square

Ira Perlmuter
Managing Director, T5 Equity Partners LLC

Brad Molotsky
Partner, Duane Morris LLP

Dannielle Lewis
Partner, Wipfli LLP

Louis Dubin
Managing Partner, Redbrick LMD

Carter Rise
CEO, Sandpiper Lodging Trust

Afshin Kateb
CFO, Nimes Real Estate

Edward Sarkisyan
Managing Partner, Smart Build LLC

Andrew Collins
CEO, Bungalow

Gary Beasley
CEO & Co-Founder, Roofstock

Mike McMullen
CEO, Prominence Homes

James Solomon
Principal/Co Founder, Ravinia Capital Group

Elena Otero
Partner, Holland & Knight

John Balboni
Partner, Nelson Mullins Riley & Scarborough

Shawn Sweeney
Senior Vice President, TSB Capital Advisors

Sam Grossman
Managing Director of Real Estate Services, Inveniam

Ben Leybovich
Managing Partner, WhiteHaven

Fred Branovan
President, FFC Capital Corporation

Chris Luo
Managing Director/ Founder, Willton Investment Management

Jason Conley
Managing Director/ Founder, Willton Investment Management

Chris Luo
Executive Vice President, Willton Investment Management

Danny Bierman
Tax Senior Manager, EisnerAmper

Kai Hsiao
CEO, Keppel Senior Living and Healthcare

Wai Kit
Head, Keppel Student Housing

Mark Rubin
VP of Development, Keeley Properties

David Peter
Executive Vice President, Walton Global

Lorenzo Sargenti
Founder & Managing Partner, Shape Equity

Stacey Kelly
Head of Marketing, IMN

Ian Djuric
Principal, Djuric Family Office

Alex Leybov
CEO, CREED

Lance Minor
Growth, Juniper Square

Scott Meyer
CFO, PTM Partners

Scott Larson
Principal, Pangea Mortgage Capital

Vincent Munno
Founder & President, Universal Financial Consultants

Yony Noy
CRO, CREED

Dail St. Claire
CEO, St. Claire Consultants

Paul Megler
Executive Vice President, Walton Global

Andrew Collins
Co-Founder & CEO, Bungalow

Dawson Ransome
CIO, Ransome Asset Management, LLC

Jennifer Wong
Vice President, AEW

Peter Habib
CEO, MPI Family Office

Joe Ambrose
SVP Asset Management, UFC

2022 Sponsors and Partners

PLATINUM SPONSOR:
• CREED

GOLD SPONSOR:
• Keeley Properties

SILVER SPONSORS:
• Bonaventure
• CORE Companies
• Keppel Capital
• Redwood
• UFC

BRONZE SPONSORS:
• Ransome Asset Management
• Bungalow
• Crown Global Insurance Group
• Duane Morris
• EisnerAmper
• Essential Realty Partners
• Good Seed Capital
• Holland & Knight
• Inveniam
• Jeffrey M. Verdon Law Group
• Juniper Square
• Keystone National Group
• NORTHWIND
• Nelson Mullins
• Pangea Mortgage Capital
• Redbrick LMD
• Roofstock
• Tier 1 Capital Partners
• Sandpiper Lodging Trust
• Shape Equity Partners
• Smart Build
• Thomas Park Investments
• TSB Capital Advisors
• Walton Global Holdings
• UC Funds
• WHITEHAVEN
• Wipfli
• Yardi

MEDIA PARTNERS:
• Île Maison Magazine
• NxtGen Nexus
• Preqin
• Institutional Real Estate
• REI INK
• AltsDb
• Fried On Business