CRE2019 - The Changing Face of CRE: What Disrupting Forces Should You Expect?

You are here

CRE2019 - The Changing Face of CRE: What Disrupting Forces Should You Expect?

Tuesday, January 8, 2019 - 8:00am to 6:30pm


Join SPIRE Chairman Emeritus and Stanford Real Estate Hall of Fame Inductee Samuel K. Freshman for a day to learn about disrupting forces in the world of commercial real estate.

What to Expect in the Coming Year

Prepare Now for the Next Inevitable CRE Recession • We are Due for an Economic Turn Down.   When Will it Happen?  (Don’t Ask) • How A.I. Will Play an Increasing Role in CRE • What Skills Are Necessary in Today’s Market and About Educational Opportunities to Keep Learning?  • Finding the Next Reno – What to Buy and Where are the Under the Radar Markets • Continuing Inflation and its Effect on Real Estate Returns • HUD – Attractive Multi-Family Financing Option • The Trend Toward Equity vs Debt and Why • Bitcoin and CRE – What Will it Disrupt? • Opportunity Zones, Affordable Housing, and Other Government Created Opportunities for High Returns • Updates on Casualty and Liability Insurance That Will Save You Money? • Syndication and Trust – What States are Best for Tax Protection and Privacy • Fix and Flip vs Buy and Hold • Raising Equity vs Debt.  Is There a Good Time to Switch from Debt to Equity? • MHP, Nursing Homes, RV Parks, Government Programs and How to Survive Current Low Cap Rates • California CRE Icons Panel – How They Made It and Their Outlook for the Coming Year • Superior Networking as Usual!

For more information: The Changing Face of CRE: What Disrupting Forces Should You Expect?


Organizer / Producer



January 8, 2019

07:30a – 08:30a

Registration / Coffee / Networking

08:30a – 08:45a

Welcome Sam Freshman and Mark Wittcoff – Standard Management

08:45 – 08:50a

CRE and City Hall Elizabeth Tulasi – Los Angeles Business Federation (BizFed)

08:55a – 10:00a

Executive Education: Keep Learning! East Meets West: Harvard & Stanford Opine on CRE and Where It’s Going Sam Freshman moderator: Jeff Birdwell – Sares Regis Group of Northern California David Kleiman – D2 Realty Services Dean Huntington Lambert – Harvard University Dr. Peter Marber – Aperture Investors LLC Teo Nicolais – Nicolais, LLC

10:05a – 10:15a

Can Banking Cultures be Healed? Restoring Faith in Our Banking Institutions Mike Selfridge – First Republic Bank

10:15a – 10:30a


10:35a – 11:35a

Top Bankers & Their Crystal Ball: What We See Coming Moderators: Sam Freshman, Standard Management and George Koo, Clearmark Partners David Farnsworth – Citizens Bank Steven Mattus – Deutsche Bank First Choice Bank – First Republic Bank – Keith Webster Goldman Sachs – Nano Banc – Northern Trust – U.S. Trust – Wells Fargo – Marc Doss

11:40a – 12:00p

Security Tokens and CRE Aubrey Chernick – Security Token Academy

12:05p – 01:30p

Lunch & Keynote Presentation Huntington D. Lambert – Dean, Division of Continuing Education and University Extension Harvard University

01:30p – 01:45p


01:45p – 02:30p

Predictions from the ICONS (they have seen & done it all!) Moderator: Sam Freshman, Standard Management Fred Hameetman – The American Group Michael Koss – Koss Real Estate Investments Alan Levy – Tishman International Companies Brian Shirken – Columbus Pacific Scott Wallace – Wallace Theaters Management Corporation

02:35p – 03:00p

Rising Interest Rates Killing Your Bottom Line? Look At HUD Scott Thurman – Greystone

03:05p – 03:30p

Changing Drivers of Commercial Real Estate Demand **Multi-Family is King – But Where are the Deals? Moderator: William Schumann, Standard Management Gary Banner – TRU Development Teo Nicolais – Nicolais, LLC George Raitu – National Association of REALTORS®

03:30p – 03:45p Networking

03:45p – 04:20p

A.I. & CRE Moderator: Samson Lov, RealConnex Bryan Copley – CityBldr Alexander Radosevic – Canon Business Properties

04:25p – 05:10p

Opportunity Zones, Donor Advised Funds, Risk Management for CRE Investors Moderator: Linda Koffman, Gipson Hoffman & Pancione Greg Econn – Venbrook Ann Olson – LGSH, LLP Jacqueline Valouch – Deutsche Bank Wealth Management

05:15p – 05:25p

Emerging Markets Dr. Peter Marber – Aperture Investors LLC

05:25p – 05:30p

Thank You & Wrap Up Sam Freshman and Mark Wittcoff – Standard Management

05:30p – 06:30p

Meet the Speakers Reception (no host)

Sam Freshman Board Chairman Standard Management Company
Mr. Freshman founded Standard in 1961 and has been responsible for the acquisition, development and management of approximately $500 million of real property in 11 states and more than 25 cities. Earlier in his career, Mr. Freshman founded and was the managing partner of the law firm of Freshman, Marantz, Orlanski, Cooper & Klein, which merged with K&L Gates. Mr. Freshman is an expert on real estate investment and syndication and has served as Adjunct Professor of Real Estate at the USC Marshall School of Business, as well as an expert witness in over fifty cases. He has also been the author of numerous articles on real estate matters. Mr. Freshman received a Bachelor of Arts in pre-legal curriculum and his law degree from Stanford University. View Profile
Huntington D. Lambert Dean, Division of Continuing Education and University Extension Harvard University
Mark Wittcoff Managing Director, Investor Relations Standard Management Company
Mark Wittcoff is the Managing Director of Investor Relations at the Standard Management Company. View Profile
Bryan Copley CEO/Co-Founder CityBldr
Real estate entrepreneur. Passionate about building real solutions to difficult problems with talented, conscientious teammates. View Profile
Dr. Peter Marber Aperture Investors LLC
Since 1987, Peter Marber has professionally invested billions of dollars for many of the world's largest corporations and financial groups. View Profile
Scott Thurman Senior Managing Director/Chief Underwriter Greystone
Scott Thurman is the Senior Managing Director and Chief Underwriter at Greystone. View Profile
Scott C. Wallace Chairman and Chief Executive Officer Wallace Theaters Management Corporation
Michael Koss Founder Koss Real Estate Investments
Michael Koss established Koss Real Estate Investments in 1971, specializing in the development and acquisition of commercial property. His portfolio encompasses shopping center investments in six states, including the world-renowned Malibu Country Mart, an upscale retail village located in the heart of Malibu, CA. View Profile
Teo Philippe Nicolais President Nicolais, LLC
Alexander Radosevic Founder and President Canon Business Properties
Alexander Radosevic is the Founder and President of Canon Business Properties. View Profile
George Ratiu Director of Quantitative & Commercial Research National Association of REALTORS
George Ratiu is Director of Quantitative & Commercial Research with the National Association of REALTORS in Washington, D.C. He manages a research portfolio focused on macroeconomic trends, commercial real estate, and global investments. He discusses real estate research in major media outlets and provides economic and industry insights in publications and keynote presentations across the U.S. He produces NAR's Commercial Real Estate Outlook-a quarterly forecast of core property sector fundamentals. He also directs national projects focused on regional market performance and financing-CCIM's Quarterly Market Trends, SIOR's Market Index, and the REALTORS Commercial Market Survey.
Brian A. Shirken Co-Founder and Principal Columbus Pacific
Mr. Shirken has over twenty years of real estate, finance and investment experience and deep-rooted relationships with developers, investors and financial institutions. He has led the acquisition of properties with total value in excess of $300 million and has directed the acquisition of mezzanine loans and preferred equity positions totaling more than $200 million. He has also restructured over $120 million of debt. View Profile
Fred Hameetman Chairman The American Group
Fred Hameetman is the Chairman of The American Group. View Profile
Gregory W. Econn Co-President & Managing Director Venbrook Insurance Services
Greg Econn is Co-President & Managing Director at Venbrook Insurance Services. He is a recognized leader in the real estate and construction insurance worlds and specializes in providing highly innovative products and services to property owners, developers and contractors. Greg began his career as an insurance broker in the 1970s while completing his Bachelor of Arts degree in Economics at the University of Southern California. He continued his post-graduate studies at Lloyd’s of London under the direction of Cambridge University. View Profile
Marc Doss Regional Chief Investment Officer Wells Fargo Private Bank
Jacqueline Valouch Director, Head of Philanthropy Deutsche Bank Wealth Management
Gary Banner Sr. Market Analyst TRU Development
Gary Banner is the Senior Market Analyst at TRU Development. View Profile
Steven Mattus Managing Director, Head, Global Products & Solutions-Americas Deutsche Bank Wealth Management
Linda Koffman Gipson Hoffman & Pancione
Linda S. Koffman concentrates her practice in real estate leasing, acquisitions, dispositions, secured financing and the restructuring, workout and foreclosure of troubled real estate projects. View Profile
Samson Lov President RealConnex
Samson joined as President in August 2018 as part of the company's successful acquisition of Koss REsource, a leading online commercial real estate resource. Samson leads the primary business units of Lending, Events, and Data Partnerships. Prior to joining RealConnex, Samson co-founded Koss REsource with Michael Koss. In his duties as CTO and COO, Samson architected Koss REsource's software, and continues to be responsible for the long-term planning as well as the day to day operation of the company. As of 2018, Koss REsource tracks over $100 Billion of available CRE debt, provides information on more than 4,500 professional real estate networking events, processes and places more than $5 billion worth of commercial loan requests annually, and is one of the commercial real estate industry’s most trusted online resource for financing and networking opportunities. Samson has lectured at executive real estate education programs, and he speaks regularly at industry events about how the commercial real estate finance community is using technology to beat their competitors, win more deals, and stay competitive in today's digital paradigm. In his free time, Samson loves cycling, skiing, and building furniture and electronic projects in his workshop. Samson lives in Los Angeles with his partner of 15 years and their two daughters. View Profile
Ann Olson CPA, Partner LGSH, LLP
Ann Olson, CPA and partner, decided on an accounting career early in her college years. Ann has always been passionate about helping her friends and clients work through financial matters, so accounting has been the perfect career choice. View Profile
David Farnsworth EVP, Chief Credit Officer Citizens Business Bank
David Farnsworth is the Executive Vice President and Chief Credit Officer for Citizens Business Bank. He started his banking career over 30 years ago and has been employed in credit management and line positions since 1984. Mr. Farnsworth began his employment with Key Bank and over a sixteen-year period, progressed to Senior Vice President and Regional Credit Risk Manager. Thereafter, he held senior credit management positions with US Bank and AmSouth Bank. Most recently he was Executive Vice President, Global Risk Management and National CRE Risk Executive at BBVA Compass in Denver, Colorado. View Profile
Elizabeth Tulasi Chief Operating Officer LA County Business Federation
Elizabeth Tulasi is the COO of LA County Business Federation. View Profile
David Kleiman President & Co-Founder D2 Realty Services
David Kleiman is a real estate developer and educator based in Palo Alto, California. He is the President and Co-Founder of D2 Realty Services, Inc., a national real estate development firm engaged in commercial development in California and Illinois. View Profile
Jeff Birdwell President, Commercial Development Division Sares Regis Group of Northern California
Mr. Birdwell joined Sares Regis Group in 1994 and manages the Northern California Commercial Division, overseeing Office, R&D, Industrial, and Retail developments. Prior to moving to Northern California, Jeff was employed with our affiliate Sares Regis Group in Irvine, California for seven years, responsible for development activity in the Los Angeles/Ventura County Regional office. View Profile
Darell Krasnoff Founding Member Bel Air Investment Advisors LLC
Darell is a founding member of Bel Air Investment Advisors LLC. Prior to starting Bel Air, Darell was a Managing Director of Goldman, Sachs & Co., overseeing Private Client Services for the Los Angeles office, where he started his investment career in 1981 and is regularly sourced for expert commentary on publications such as The Wall Street Journal, Bloomberg Businessweek, CNBC, FOX Business, and The Associated Press. View Profile
George Koo CEO/Chief Investment Officer Clearmark Partners
George founded Clearmark Partners, a SEC Registered Investment Adviser, in 2009 to take advantage of the investment opportunities arising from the Great Financial Crisis. Prior to founding Clearmark, George spent four years as the CFO, Director of Investment Banking, and Head of Research at Dahlman Rose (Cowen) where he was integrally involved in the company’s start-up. Before joining Dahlman, he spent two years as the CEO of a technology service company, which was a bank foreclosure and successful turnaround situation. Prior to that, he spent seven years at Burnham Securities (Drexel, Burnham & Lambert) and Oppenheimer in various roles including investment banker, co-portfolio manager of an equities portfolio, and research analyst covering special situations. George started his investments career in 1985 with Chase Manhattan (JP Morgan Chase). During his seven year tenure, he rose to portfolio manager overseeing a $3 billion portfolio in mortgage-backed securities that achieved consistent returns of over 10% per year. View Profile
Anthony D. Scotti Director, Private Banker Deutsche Bank Wealth Management
Cheryl Paller Managing Director U.S. Trust
William Schumann Acquisitions Analyst Standard Management
Alan Levy Chairman Tishman International Companies
Alan D. Levy is Chairman of Tishman International Companies, headquartered in Los Angeles, with offices in London, Sofia, and Vienna. Tishman has developed, built and managed more than 40 million square feet of commercial real estate assets through its many offices in the United States. Tishman's joint venture partners have included many of the world's prestigious financial institutions. Since 1985, Tishman's European headquarters based in London has developed and managed over 4 million square feet of commercial property in the UK and Ireland. In addition, the firm was involved in the development of shopping centers for a major European retailer in the Czech Republic. In 2004, Tishman commenced operations in South Eastern Europe and is currently developing the premier mixed-use development in Bulgaria - Sofia Airport Center- a 350 million Euro project offering 1.8 million square feet of offices and logistics space. View Profile
Eric Bright Managing Director Bel Air Investment Advisors LLC
Eric joined Bel Air Investment Advisors LLC in 2004 and is responsible for providing investment advice to individuals, families, and foundations. Eric specializes in investment manager evaluation and complex asset allocation modeling for multi-generational estates. View Profile
Michael Cohen Vice President, Advisory Services CoStar Group, Inc.
Michael Cohen serves as Vice President, Advisory Services with CoStar Group. With views on markets in the United States, Canada and Europe, CoStar's Advisory Services supports clients with independent expertise in real estate market analysis, real estate portfolio analysis, capital market conditions, investor communications and the design of actionable real estate investment strategies. Under Mr. Cohen's leadership, Advisory Services provides a range of bespoke research services to a client list that represents a "Who's Who" of global real estate market participants including commercial banks, insurance companies, Wall Street firms, government agencies, pension funds, investment advisors, real estate investment trusts, and private investors. Mr. Cohen regularly speaks to industry organizations, is often quoted in the national press, and has appeared on both CNBC and Bloomberg Television. Professional associations include the Pension Real Estate Association (PREA), National Multifamily Housing Council (NMHC) and National Apartment Association (NAA). View Profile
Philip Cohen President Mansfield Equities
Mr. Philip Cohen serves as President of Mansfield Equities Inc. View Profile
Paul Donaldson Executive Vice President Nano Banc
I am am an exceptionally well-connected, industry-wise and prolific banker with a penchant for designing imaginative financial solutions that best fit the requirements of deserving high net worth clients. To better serve this segment, I joined Nano Banc, an innovator in banking, as Executive Vice President. Rather than relying on a traditional formulaic approach to deliver products and services, we engage in a fiscally responsible white glove human approach and leverage technology. Nano Banc looks at the big picture of a client's tangible and intangible assets, along with their access to resources, and considers the caliber of the client's reputation, character, integrity, talents, vision, and achievements, as well as their ability to get things done. This is visionary personal banking at its best. I have always been, and continue to be, inspired by entrepreneurial and highly successful individuals as they endeavor to realize their goals and ambitions. To financially empower my clients to go forward with their projects, I structure financial solutions that exceed expectations and forge trust. View Profile
Henry Elder Co-Founder Digital Asset Advisors
Mr. Elder is the Co-Founder of Digital Asset Advisors. He has arranged and underwritten over $1 billion of investments across the real estate and technology sectors. He has also been investing in and advising blockchain startups since 2017. View Profile
Sunny Han-Jeon Senior Vice President, Regional Manager First Choice Bank
Sunny Han-Jeon is Senior Vice President, Regional Manager for First Choice Bank. During her banking career, which started in 1988, Sunny has successfully aided businesses develop across diverse industries including real estate, property management, health care, entertainment, law, non-profits and aviation. Well-known in the banking industry, Sunny has created genuine relationships with professionals and never fails to connect individuals both inter- and intra-industry. In 2016, Sunny was named the CEO Circle Award Winner of Community Bank to recognize her successes as the bank's top producer. While regionally based in the Los Angeles County area, Sunny has done business with companies spanning from Las Vegas, Nevada to Austin, Texas. Sunny received her undergraduate degree in English from California State University, Los Angeles and is an active board member of C5LA. View Profile
Peter Heilbron Senior Investment Advisor Northern Trust
Peter Heilbron is a Senior Vice President and Senior Investment Officer in Northern Trust's Private Client Advisory Group. He has over 10 years of portfolio management experience serving private clients and foundations. View Profile
Mariam Kamshad Managing Director Goldman Sachs
Alan Rothenberg Chairman 1st Century Bank N.A.
Mr. Alan I. Rothenberg, J.D. is the Founder and also serves as it's Chairman of 1st Century Bank. Mr. Rothenberg is a General Partner of Sports Business Ventures, LLC. He is the Founder of 1st Century Bancshares, Inc., and served as its Chairman and Chief Executive Officer from January 2008 to July 1, 2016. View Profile
Nesh Sekulic General Manager Hornburg Jaguar & Land Rover
Keith Webster Managing Director & Wealth Manager First Republic Investment Management
Keith Webster is a Managing Director and Wealth Manager at First Republic Investment Management. Prior to joining First Republic in 2015, where he continues a career of twenty-five years in financial services, Mr. Webster was at Credit Suisse as a Director at Credit Suisse Private Bank USA, where he joined in 2008. Prior to Credit Suisse, Mr. Webster was a Senior Vice President at Lehman Brothers Private Investment Management. In addition, Mr. Webster has worked for Morgan Stanley, US Trust Company and Citytrust, all in Senior Advisory roles for families. Mr. Webster serves on the Board of Boys Hope/Girls Hope of Southern California. View Profile
Justin Brown
CoStar Group
Los Angeles, CA
Reg Wilson
EPIC Financial Consulting
Elizabeth Tulasi
LA County Business Federation
Los Angeles, CA
Ben Drillings
Reseda, CA
Richard Zelle
RMZ Associates, LLC
Los Angeles, TX
Gary L. Hammond
Cigary Investment Group LLC
Ypsilanti, MI
Steven Cohen
Biltmoor Group
Los Angeles, CA
Fred Hameetman
The American Group
Los Angeles,
Sunny Han-Jeon
First Choice Bank
Pasadena, CA
Gary Goren
Prosper Properties
Santa Monica, CA
Scott Wallace
Wallace Theaters Management Corporation
David Shalom
Woodland Investment Group, L.P.
Los Angeles, CA
Abel Cuskelly
Abstract Tokenization
Boulder, CO
Paul Pensig
Santa Monica, CA
Mike Blumenkranz
Newport Commercial Capital
Newport Beach, CA
Scott Kapin
Wells Fargo
Los Angeles, CA
Daniel Limon
Citizens Business Bank
Pasadena, CA
Katherine Archer
Deutsche Bank
Los Angeles, CA
Steven Mattus
Deutsche Bank Wealth Management
Noah Skinner
Crown Venture Group
San Francisco, CA
Lewis G. Feldman
Heritage Capital Ventures LLC
Santa Monica, CA, CA
Brenda Freshman
Social Logistics
Los Angeles, CA
Gerald Katell
Katell Properties, LLC
Santa Monica, CA
Abie Kreitenberg
Mansfield Equities
Los Angeles, CA
Anthony D. Scotti
Deutsche Bank Wealth Management
Los Angeles, CA
Tyrone McKillen
Plus Development
Los Angeles, CA
Eric S. Bright
Bel Air Investment Advisors LLC
Los Angeles, CA
Darell Krasnoff
Bel Air Investment Advisors LLC
Los Angeles, CA
William Schumann
Standard Management
Los Angeles, CA
Alexander Radosevic
Canon Business Properties, Inc.
Beverly Hills, CA
Marc Doss
Wells Fargo Private Bank
Andrew Hurley
Plus Development
Los Angeles, CA
Stuart Manning
CoStar Group, Inc.
Los Angeles, CA
Peter Marber
Aperture Investors LLC
New York, NY
Mona Gabriel
Nano Banc
Los Angeles, CA
Tina Phan
Plus Development
Los Angeles, CA
Tony Kuper
Standard Management
Tegan Monique Gaan
Abstract Tokenization
Denver, CO
Jacqueline Valouch
Deutsche Bank Wealth Management
Jeff Johnson
Wells Fargo Real Estate Group
Los Angeles, CA
Masa Sekulic
Citi Private Bank
Los Angeles, CA
Cheryl Paller
U.S. Trust
Los Angeles, CA
David Farnsworth
Citizens Business Bank
Ontario, CA
Scott Thurman
Greystone & Co
George Ratiu
National Association of REALTORS



Organizer / Producer

Waldorf Astoria Beverly Hills
9850 Wilshire Blvd
Beverly Hills, CA 90210
United States

Featured Events