EisnerAmper: Real Estate Private Equity Summit West 2016

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EisnerAmper: Real Estate Private Equity Summit West 2016

Wednesday, April 27, 2016 - 8:00am to 4:00pm

Overview


For 25% Off Registration, Use Promotional Code: MP-25KOSS

The 2nd annual EisnerAmper Real Estate Private Equity Summit West brings together equity partners and operating partners to create an in-person marketplace for real estate investing, capital raising and deal making. The curated sessions address the major issues affecting the real estate private equity market today, and the networking allows capital sources and sponsors to meet and source deals and investment capital.

Over 400 real estate investors and operators are expected to participate at the second annual conference on April 27, 2016. This year’s event focuses on critical issues negatively impacting deal flow today, as well as specialty asset opportunities and foreign capital sources, at the start of what appears to be a global economic slowdown.

New to this year’s conference: We are including a new person-to-person event app for capital sources and capital users to connect at the conference for meetings. You’ll be able to view attendees in advance of the event and reach out to set meetings at or around the conference.

For more informationEisnerAmper: Real Estate Private Equity Summit West 2015

Speakers

Organizer / Producer

Sponsors

Contacts

RegistrationScott Milliken Call (646) 862-9912
SponsorshipEsteban DiazCall (646) 701-7982

Agenda

Wednesday, April 27, 2016

8:00 am – Registration & Networking Breakfast


9:00 am – Opening Remarks
Presented by:

Charles Weinstein, Chief Executive Officer, EisnerAmper


9:40 am – Hightower Presentation
The Second Wave: How a New Breed of Innovation will Reshape the CRE Industry Over the Next 5 Years

It's been almost 20 years since technology first emerged as a force in Commercial Real Estate. Borne out of that era were Costar, Loopnet, Yardi, MRI, and Argus which formed the technological bedrock of our industry. The average age of these companies is 28 years and they have remained largely unchanged since. Consequently, our technology platforms have stagnated as the rest of the world has moved on.

But now a second wave of innovation is poised to fundamentally shift our day to day work experience in CRE. This change is being driven by a confluence of new technologies and a powerful demographic trends including mobile, cloud, and more beautiful, intuitive user experience. In this talk Jameson will share his vision for the technologies driving these trends, which areas of our industry will be impacted most dramatically, and how landlords and brokers can get ahead of the curve, rather than being left behind.
Presented by:

Brandon Weber, Founder & CEO, Hightower


9:50 am – General Session
Making Smart Decision: What is "Smart Money" Telling Us About the Market?

Today most successful real estate fund managers are those that are able to stay focused and make smart decisions. They focus on fundamentals and keep one eye on international events and the impact they may have on their local investments. Learn from this panel of leading investors as they shed light on how to best approach this volatile market and answers key questions such as:

  • What are the potential game changers in today's marketplace?
  • What kind of returns do investors expect in this market and how should you achieve them?
  • Where are the best opportunities today?
  • What are some of the biggest trends influencing the market today?
  • How have these market trends impacted the dynamic between GPs and LPs?
  • When will the current global instability in China, Eastern Europe and the Middle East start impacting the amount of funds flowing into U.S. real estate deals?

10:30 am – Networking Break


11:00 am
Concurrent Session – A

Welcome to Private Equity 2.0: The Rise of Private Equity Lending and Credit Services

  • What impact is Dodd-Frank having on current deals? Should you expect the regulations to dampen the recent recovery in the CMBS markets?
  • Given the rise in interest rates, how has the lending outlook changed?
  • What percentage of the equity should you typically see from the sponsor versus the limited partners?
  • Who finds that there is plenty of money and not enough good deals or vice versa?

Concurrent Session – B

Deal Structure Masterclass: How to Make Foreign Investment Work for You?

  • What sort of demand should you be seeing from various foreign institutional investors in the U.S.?
  • What are the major concerns foreign investors generally have when it comes to U.S. real estate investment?
  • Do foreign investors prefer "on market" or "off market" deals, which are the most competitive, where is the best value, how do should you value the difference?
  • Do foreign investors still see the U.S. as a desirable market compared to other markets and why? If so, then is the appetite solely for gateway cities or moving to secondary cities?
  • How will FDI affect future pricing?

11:50 am
Concurrent Session – A

Deal or No Deal: The State of the Value Add Market

Few areas of the real estate investment market have been active over the last few years. While some see deals drying up others see opportunities abound. This panel takes a look at the value added fund market, strategies are for achieving the best yield and the outlook for the sector in the coming year.

  • Is the reward worth the risk?
  • What asset classes have the highest upside?
  • Who are the buyers and what are they looking for in a secondary interest?

Concurrent Session – B

The Full Spectrum: A Specialty Asset Round Table

The niche investments of data centers, self storage, parking and alternative multi-family real estate asset classes have been overlooked by large institutional investors and lenders over the years. This panel will discuss the diligent management use of technology and understanding the market for these specialty assets and the great potential for positive investment yields.

  • How are pension funds; family offices and insurance companies going about asset allocation?
  • What real estate fund strategies/methods allocators are currently Investors using or moving towards?
  • What fees, returns, transparency and levels of reporting are allocators currently looking for?

12:40 pm – Network Lunch & Exhibits


1:00 pm – Lunch Workshop
Maximize ROI & Increase Cap Rates: Specialty Tax Credits & Energy Incentives
Presented by:

Michael D'Onofrio, Managing Director, Engineered Tax Services


1:50 pm – General Session
20/20 Vision: How are Investors Planning an Uncertain Future?

Given the uncertainty in what part of the cycle we are in, investors are shifting to safer strategies. How will leading fund managers make the case for LPs to continue investing with them? Where are the opportunities? Found out key insight from this leading panel of Investors as they will help guide you through these uncharted waters.

  • What asset allocation strategy can provide a bulletproof portfolio?
  • What secondary markets have room to grow?
  • How are they planning to defer risk in tomorrow's market?
  • Total return vs. Cash flow – can we have both?
  • How are investors factoring the anticipation into their investment strategy now?

2:35 pm – General Session
Afternoon Keynote
Presented by:

Luis Belmonte, Partner, Seven Hills Properties


3:00 pm – Attendee Reception


 

Luis Belmonte Partner Seven Hills Properties
Luis A. Belmonte is a partner in Seven Hills Properties and was formerly Executive Vice President of AMB Property Corporation (NYSE: AMB). At AMB, he was responsible for more than $1 billion in global development and redevelopment activities and directed the asset management operations for 50 msf of the firs U.S. portfolio. Before joining AMB, Mr. Belmonte spent 16 years with Lincoln Property Company as partner in charge of industrial development in Northern California, building more than 18 msf of buildings valued in excess of $750 million. His early career included apartment redevelopment work in San Francisco for D.H. Overmyer Company and service as a junior officer in the U.S. Navy during the Vietnam War. Mr. Belmonte has a B.A. in Political Science from the University of Santa Clara and did graduate studies in Political Science at UC Berkeley and the University of Chicago. He is a member of the Urban Land Institute, past president of the San Francisco Chapter of NAIOP and holds a California Real Estate Brokes license. Mr. Belmonte is a nationally recognized workout consultant, expert witness and a sought-after speaker in the real estate industry. View Profile
Yat-Pang Au CEO & Founder Veritas
Yat-Pang Au is the Founder and Chief Executive Officer of Veritas Investments Inc., one of the largest owner operators of apartments in San Francisco with several thousands of units and over $1 billion in assets under management. Prior to founding Veritas in 2007, Mr. Au served as the Chief Executive Officer of AEC Alarms and held various executive positions at technology and services firms. He also has been a longtime private investor in apartment and retail properties located throughout the San Francisco Bay Area. Mr. Au is committed to transforming San Francisco's housing stock and revitalizing neighborhoods by providing innovative amenities and building eco friendly, vibrant communities. Veritas is a vertically?integrated multifamily investment manager and provides a full?range of operational, management and leasing services through its wholly?owned affiliates Green Tree Property Management and Rent SF Now. View Profile
Stephen Alpart Managing Director Pine River Capital Management
Pine River Capital Management is a global alternative asset management firm founded in 2002, with more than 450 employees globally. The firm invests across three actively managed platforms: hedge funds, separate accounts and publicly listed investment vehicles. Pine River’s Commercial Real Estate Group was established in December 2014 to build out a premier commercial real estate debt and equity investment platform. A wholly owned subsidiary of Pine River is the external manager of Two Harbors Investment Corp., a publicly-traded real estate investment trust. The Commercial Real Estate Group will initially assist Two Harbors in investing its initial allocation of $500 million in equity capital, targeting first mortgage loans, mezzanine loans, b-notes and preferred equity, with typical loan amounts ranging from $10 to $100 million and loan terms of generally 3 to 10 years.
Michael Morris Director EisnerAmper LLP
Michael Morris is a Director of Business Development, specializing in accounting, tax, and consulting services across a broad range of industries including financial services, real estate, and family offices. Mike is a seasoned executive with more than 30 years of experience in investment and development strategies; markets and competitive trends analysis and planning; acquisition, divestiture and joint venture analysis and planning; domestic and international business negotiations; management leadership and mentoring; and relationship management and team building. He formerly served in leadership positions for a number of private equity and investment bank entities, as well as helping FedEx build its platform for 22 years. Michael attended the University of Wisconsin-Stout. He is a member of the Urban Land Institute (ULI), Business Forum International (BFI), and National Association of Industrial and Office Properties (NAIOP); and a former board member of the Real Estate Investment Advisory Council (REIAC) and the Dixie Children’s Fund of Marin County, California. View Profile
Paul Nieto Senior VP Signature Development Group
As Senior Vice President of Development, Paul Nieto is responsible for multiple activities including land acquisition, concept design, entitlements, and debt and equity financing. He further oversees the implementation of individual projects. Paul has extensive experience in multi-family development, master-planned communities, land planning, civil engineering, and finance. Paul’s successful projects are located throughout the Bay Area and Southern California. Prior to joining SDG, Paul was President of Avant Housing, an urban multi-family developer in the Bay Area, where he led the development of 665 units in San Francisco. Previously, Paul served as President/CEO of the Eastlake Development Company, responsible for a 3,200-acre master-planned community in San Diego County. The EastLake project consists of over 9,000 single and multi-family homes, a 200-acre business park, six schools, and 100 acres of neighborhood, lifestyle and big box retail centers. Concurrently, Paul served as the head of Boswell Properties, overseeing the 957-acre Interlocken Business Park in Boulder County, Colorado. Paul began his career with Union Bank in Beverly Hills where he oversaw Los Angeles construction project financing and statewide participating mortgages. Paul serves on the Executive Committee and Board of Directors of the Building Industry Association of the Bay Area and chairs its Urban Policy Committee. He is involved in the Urban Land Institute and Lambda Alpha Society. He has been involved on the boards of numerous charities. Paul is a graduate of UCLA in Economics and received his MBA from USC. View Profile
Roger Snell Chief Investment Officer Veritas
Roger Snell is the Chief Investment Officer of Veritas Investments Inc., one of the largest owner-operators of apartments in San Francisco, with several thousands of units and approximately $1 billion in assets under management. Mr. Snell has over 25 years of experience in real estate investment, capital markets and portfolio management experience encompassing $4.5 Billion of apartments, commercial properties and hotels. Mr. Snell has executed transactions across all property types with a multitude of private, institutional and foreign investors and lenders. As CEO and President, he led the turnaround of two REITS: the Peregrine Real Estate Trust and Perini Investment Properties.
Kenneth Weissenberg Partner EisnerAmper LLP
Kenneth Weissenberg is a Corporate Tax Partner and a leader in the Real Estate Services Group. He has extensive experience in all aspects of the real estate industry, providing clients with services ranging from developing tax saving strategies for owning and operating property to structuring and negotiating complex sales, acquisitions, and financing transactions. Ken has been involved in over $50 billion of real estate transactions over the last 30 years including some of the largest deals in the City of New York. Ken has consulted with a variety of public and private REITs on tax planning and compliance issues including REIT formations, property contributions, and mergers and acquisitions. Ken is well versed in complex issues facing real estate owners and developers from both the legal and business perspectives. He has worked with some of the largest privately held real estate organizations in New York, as well as with publicly traded real estate companies. Ken has also worked as an advisor to numerous prominent hotel and hospitality clients and world renowned restaurants. He represents the owners of some of the most well-known properties in New York City. Additionally, Ken is a frequent speaker on real estate topics before various professional groups. He is also a member of the American Bar Association (ABA) and New York City Bar Association. Ken holds a J.D. from the Benjamin N. Cardozo School of Law at Yeshiva University and an LL.M. in Taxation from New York University School of Law. View Profile
Kathy Williams Partner EisnerAmper LLP
Kathleen Williams is a Partner in the Family Office Services Practice. Kathy has more than thirty years of experience in providing wealth preservation services to high net worth individuals and family groups, and the investments and businesses they control. These clients have the majority of their assets invested in securities, venture capital and real estate, and more limited investments in operating companies. Kathy is actively involved in business, investment and real estate planning as well as in delivering efficient planning and compliance services in audit, accounting and income taxation. Financial consulting and estate planning is an increasingly important part of services provided to clients, and Kathy is known for seeing the big picture and working with clients and their other advisors to develop and implement appropriate goals and strategies. Previously, Kathy had been a Partner in a large international accounting firm. She began her career in accounting with several years of experience in the construction industry. View Profile
Mark Carlson Managing Director Stockbridge Capital
Mark Carlson leads the acquisition team for the Western half of the United States. Mr. Carlson has 29 years of experience in real estate acquisition, disposition, leasing and management involving all major property types. Prior to joining Stockbridge, he served as a Partner and Managing Director of RREEF, where he managed the firm's San Francisco-based acquisitions group and was a member of its North America Investment Committee. Beginning in 2003, Mr. Carlson assumed direct responsibility for the acquisition of RREEF's office, industrial and retail investments in Southern California, and closed over $3 billion in transactions during the succeeding four years. Mr. Carlson joined RREEF in 1994 in the Property Management Department. From 1996 to 2000, he oversaw the Dispositions Department, which closed over 400 transactions with a total cost of $6 billion. From 2000 through 2002, he was part of the Portfolio Management Department, responsible for developing and implementing investment strategies for specific clients. Previously, Mr. Carlson served as a principal of Equity Resource Group, a company that he formed in 1988 which developed investment partnerships for the purchase and management of commercial and residential properties. Mr. Carlson received a degree in Business Administration with a real estate emphasis from the University of California at Berkeley. He is a certified Commercial Investment Manager (CCIM) and a member of both the Institute of Real Estate Management (IREM) and the Urban Land Institute (ULI). In 1987 and 1988, he represented the United States playing rugby for the U.S. National Team. View Profile
Oliver Chang Managing Director Sylvan Road Capital
Oliver Chang is a co-founder and managing director of Sylvan Road Capital, an asset management firm focused on the buy-to-rent market. Oliver is a thought leader on the topic of institutional investments in distressed single-family housing, having served both investors and government agencies. His housing research is often cited in the media at outlets including CNBC, NPR, Reuters, Bloomberg, the Wall Street Journal and the Washington Post. Before co-founding Sylvan Road, Oliver served as Morgan Stanley's Head of US Housing Strategy and is best known for correctly predicting the trajectory of home prices since 2007. He focused on all aspects of the housing market including home price dynamics, supply and foreclosure issues, demand and mortgage credit concerns, and the relationship between home prices and mortgage performance. Prior to this, Oliver served as a mortgage credit analyst and a home price derivatives trader. Oliver received a BS in Operations Research and Industrial Engineering from Cornell University and an MBA from Columbia Business School.
Marc Davidson Managing Director AEW
Marc Davidson is a Managing Director at AEW and the Portfolio Manager for the AEW Partners Funds, a series of opportunistic (real estate) private equity funds sponsored by AEW. In this capacity he is responsible for overseeing the Fund's resources, strategic direction, investment strategy and portfolio management. Mr. Davidson joined AEW in 1995, became Portfolio Manager for the AEW Partners Funds in 1999 and was appointed head of the AEW Partners Group in 2004. Mr. Davidson is also a member of AEW's Management Committee, Investment Committee and Risk Management Committee. He has over 34 years of experience in real estate portfolio and asset management, investment acquisition and structuring, property management and development, including extensive experience working with national developers and large institutional property owners. Prior to joining AEW, Mr. Davidson worked at Coopers & Lybrand as a Senior Manager in the Real Estate and Reorganization Groups, where his areas of expertise included financial analysis and planning, forecasting, development of internal management controls, deal structuring, and investment analysis. Prior to that he served as a commercial real estate controller at several real estate development and management companies, including Winthrop Management, The Linpro Company and Charter Development Company. Mr. Davidson is a graduate of Bentley College (B.S.). View Profile
Michael D'Onofrio Managing Director Engineered Tax Services
Michael has a strong background in the energy industry. Prior to joining Engineered Tax Services as a Director focused on Green Energy Tax Benefits for clients, Michael was a Partner at Treasure Coast Capital Partners, specializing in renewable energy and real estate development and he was also the founder & COO at NewGen Technologies And ReFuel America. Michael is committed to educating the accounting, financial advisor, building designer and real estate investor communities on engineered accounting services and the related tax benefits of these services. He is a regular public speaker on a national level regarding cost segregation studies, green construction and the emerging energy tax programs. View Profile
Michael Eglit Principal Blackstone
Michael Eglit is a Principal of Blackstone Real Estate Debt Strategies Group. Since joining Blackstone, Mr. Eglit has handled evaluation of real estate debt investments in several property types. Before joining Blackstone in 2010, Mr. Eglit worked for Wrightwood Capital, where he worked on the origination, underwriting, and asset management of structured senior debt, mezzanine debt, preferred equity and JV equity commercial real estate investments. View Profile
Jay Eisner Partner LEM Capital
Mr. Eisner is a founding Partner of LEM Capital and, together with Mr. Miller, leads the management of the firm. He has been involved in real estate acquisition, finance, management and development for almost 30 years. Prior to LEM, he was the President and Chief Operating Officer of a publicly-traded commercial mortgage REIT and the Chief Financial Officer of three real estate investment and finance companies. He began his career with Touche, Ross and Company where he was a Certified Public Accountant and Supervisor. View Profile
Melinda Ellis Evers Managing Principal Ellis Partners
Melinda Ellis Evers is a co-founder of Ellis Partners in 1993 and co-manages the operation of the firm. She serves as Portfolio Manager of the firm with oversight responsibility for the firm's asset management and financial teams. Melinda began her career in mortgage brokerage and spent seven years in acquisitions and portfolio management with Grubb & Ellis Realty Advisers. Melinda is a past President of the Bay Area Mortgage Association and past Board Member of the Foundation for San Francisco's Architectural Heritage. She is currently active with ULI and the Lambda Alpha Land Economics Honor Society. She is a graduate of the University of California at Berkeley and the Stanford Graduate School of Business. View Profile
Matt Field Chief Investment Officer TMG Partner
Matt Field, Chief Investment Officer, has 30 years of commercial real estate experience, including development, finance, leasing and project management. Mr. Field has been with TMG Partners since 1993 and is responsible for managing acquisitions and dispositions, while supporting the firm's development activities with lead responsibility for the real estate portfolio. Mr. Field also chairs this Investment Committee. View Profile
Michael Fleischer Senior Vice President Related Fund Management
Mr. Fleischer is a Senior Vice President in the Los Angeles office of Related Fund Management where he focuses on Related's debt investment strategy, including transaction origination, structuring, asset management and portfolio finance. Mr. Fleischer's experience includes more than eight years as a principal investor/lender with Canyon Capital Realty Advisors and Links Capital Partners and more than eight years as outside legal counsel with the law firms Sullivan & Cromwell and Gibson, Dunn & Crutcher. He received an MBA from Columbia Business School a JD from Columbia Law School, and a BA in economics from Columbia College. Mr. Fleischer also studied economics at Cambridge University.
Alexander Fraser Managing Director GI Partners
Alexander Fraser is a Managing Director of GI Partners. He has investment responsibilities for, and currently serves on the board of AdvoServ. Mr. Fraser previously served on the boards of Sunset Gower Studios, The Telx Group, Plum Healthcare Group, FlatIron Crossing, STAG Industrial (NYSE: STAG) and Waypoint. Mr. Fraser is a member of the Tech/DataCore investment committee. Before GI Partners, Mr. Fraser worked as a Vice President in JP Morgan's Real Estate Investment Banking Group in New York and London, where he advised REITs, REOCs, and real estate opportunity funds on capital market and M&A transactions, as well as strategic initiatives. Previously, he worked as a sell-side equity analyst for Thomas Weisel Partners.
Matt Lituchy CIO Jay Paul Company
Matt Lituchy joined Jay Paul Company in 2000 as Chief Investment Officer. In this capacity, he oversees acquisitions, dispositions and new business opportunities as well as all capital and financing activities for the company. In his tenure Matt has raised over $3 billion in project financing and acquired in excess of $1 billion of commercial real estate for investment or redevelopment. Matt holds a BA in Government Studies from Connecticut College. View Profile
Paul Niewadomski Partner Lubin Olson & Niewiadomski
Paul J. Niewiadomski is a Partner in Lubin Olson's Real Estate, Business and Finance and Workouts Practice Groups. He represents clients in a broad range of real estate and business transactions. His practice encompasses acquisitions, dispositions, joint ventures, financing, leasing, development and construction.
Paul Rahimian Chief Executive Officer Parkview Financial
Paul Rahimian is a third generation developer and general contractor that has developed over $350MM in commercial and residential projects throughout Southern California, including retail strip centers, condominium projects, apartment buildings, custom homes, office buildings, horizontal land development, and mixed use projects. Paul has also worked in the capacity of a General Contractor, building major governmental projects, including colleges, schools, police departments, jail houses, community centers, and hospitals. As a construction lender, Paul has the vision of a developer and works with the borrower and contractor as a team to help the project be successful. View Profile
Dean Rostovsky Director Clarion Partners
Dean Rostovsky is an equity owner and Director at Clarion Partners as well as an Acquisitions Officer, based in the firm's Los Angeles office. He oversees transaction activity across property types for the Southern California region. Dean has experience in both the private equity and fixed income sectors of the real estate market. He re-joined Clarion Partners in 2006 and began working in the real estate industry in 1993. View Profile
Brandon Weber Founder & CEO Hightower
Brandon Weber is CEO and founder of Hightower, a leasing management platform for the commercial real estate industry. Prior to launching Hightower, Brandon was a First Vice President at CBRE where managed the leasing strategy for over 4 million square feet of institutionally owned office/biotech assets. He began his career in software product development, first as a Program Manager at Microsoft developing Excel, and later at Zillow as a Senior Program Manager. He received two degrees in computer science from Carnegie Mellon and holds five patents in software design.
Charles Weinstein Chief Executive Officer EisnerAmper
Charles Weinstein is the Chief Executive Officer and a member of the Executive Committee of EisnerAmper LLP. Prior to the formation of EisnerAmper LLP, he was Managing Partner of Eisner LLP. The 2010 combination of Eisner LLP and Amper, Politziner & Mattia was recognized asDeal of the Yea by the Association for Corporate Growth. In 2012, Charly directed the merger of San Francisco-based accounting firm Harb, Levy & Weiland into EisnerAmper. Charly has more than 25 years of audit, merger and acquisition, public and private financing and industry consolidation experience. He has served companies in a variety of industries including technology, pharmaceuticals, health sciences, manufacturing, distribution and travel. View Profile
Dani Evanson Principal Managing Director RMA
Dani Evanson is a Principal and Managing Director of RMA. Together with executive management, Dani leads the firm’s strategic direction. Dani is responsible for capital raising, fund management and accounting, and investor relations. She co-manages RMA’s joint venture partner relationships and serves on RMA’s investment committee. View Profile
John Williamson Partner EisnerAmper
John M. Williamson is the Partner-in-Charge of the firs Western Region and a member of the Financial Services Group. With over 35 years of public accounting experience, he has an extensive accounting, auditing and tax background serving clients in the securities area. He specializes in working with investment partnerships, broker-dealers, offshore funds and registered investment advisors, and assists investment partnerships in structuring their limited partnership agreements and offering memoranda. John serves on the firs Executive Committee. View Profile
Justin Pattner Director Real Estate KKR
Justin Pattner (New York) joined KKR in 2011. He is Co-Head of Real Estate Acquisitions in the Americas and is also responsible for KKs real estate investing activities in the Western United States. Prior to joining KKR, Mr. Pattner was at Eton Park Capital Management where he focused on real estate and real estate related opportunities. Prior to Eton Park, he worked with Lehman Brothers Real Estate Private Equity and Lubert Adler Partners where he was involved in sourcing, evaluating, and managing private real estate transactions. He holds a B.A., magna cum laude, from the University of Pennsylvania. Justin is belongs to the Urban Land Institute and is a member of its Hotel Development Council. View Profile
Marc Perrin Managing Partner The Roxborough Group
Mark Levinson Partner Fox Rothschild
Co-chair of the firs Financial Services Industry Practice, Mark is a seasoned corporate attorney with more than three decades of experience representing and guiding clients in a wide range of strategic corporate, securities, real estate and financing transactions, with a particular focus in municipal finance. View Profile
Michael House Founder House Properties
Mike House founded House Properties in 1989, a private real estate investment company established to acquire, reposition, and develop commercial, residential, retail, hotels, Self-Storage and industrial real estate. Mike formulates the compans investment strategies, and oversees the acquisition, development, operations, and disposition of each investment. Throughout his career, Mike has completed real estate transactions in excess of $500 million.
Paul Odland Founder & Managing Partner Belveron Real Estate Partners
As Managing Partner, Mr. Odland provides executive leadership and direction to the firm, ultimately answering to our investors. Paul is involved in all strategic decision-making, including raising equity investment capital, sourcing investment transactions, and making investment decisions. Prior to forming Belveron Partners, he was the President and CEO of Concierge Asset Management, along with previous experience at Bridge Partners. Mr. Odland holds a BBA from the University of Notre Dame, an MBA from UC Berkeley Haas School of Business, and has completed real estate continuing education at Harvard University. He resides in Belvedere, CA with his wife and two children. Paul is also involved in various local community boards, non-profits and charities. View Profile
Robert Brunswick Chief Executive Officer Buchanan Street Partners
Robert S. Brunswick is a Co-Founder and CEO of Buchanan Street Partners, a real estate investment management firm headquartered in Newport Beach, California. In his capacity Robert has directed the entrepreneurial growth of Buchanan Street since its inception and continues to lead its current strategic direction. Buchanan Street Partners focuses on value add investing by providing debt and equity capital to owners and operators of commercial real estate as well as buying direct investment for their own account. View Profile
Sondra Wenger 1st Vice President Investments CIM Group
Sondra Wenger is a 1st Vice President, Investments of CIM Group. CIM Group is a premier full service urban real estate and infrastructure fund manager with approximately $18.7 billion in assets under management. View Profile
Todd Hankin Partner EisnerAmper
Todd S. Hankin is the Partner-in-Charge of the Audit and Assurance Practice in California. Todd sees clients challenged by today's complex regulatory environment and accounting and financial reporting requirements. Drawing on more than 20 years of experience, his contribution to helping clients includes bringing a fresh perspective and creative approach to problem-solving that includes challenging assumptions and making timely observations and recommendations. Todd specializes in financial services, working closely with clients including hedge, private equity and real estate funds, registered investment advisors and commercial and consumer finance and leasing companies. View Profile
Tiffani Schuh Vice President, Private Equity CFH Investment Partners
Tiffani Schuh is the Vice President of Private Equity for CFH Investment Partners, a real estate investment firm backed by a single family office in Austin, Texas. Ms. Schuh has 12 years of experience in finance and investment roles, and also ran her own business providing CFO and fundraising expertise to start-up companies.
Paul Denning CEO & Founder Denning & Company
Prior to founding Denning & Company, Paul was previously a Limited Partner at Montgomery Securities, then a Partner at Robertson, Stephens & Company. He was Managing Director of the Private Equity Market Group at Hambrecht & Quist, then integrated as co-head of the Private Fund Group during the Chase Manhattan acquisition. Paul has been involved in the investment banking industry for over 35 years and served 7 years, pro bono, as a Trustee and Commissioner of the City and County of San Francisco Employees' Retirement System, a $15 billion Public Pension plan. He served in the U.S. Navy as an officer and carrier based aviator from 1966 to 1970.
Riggs Kubiak Chief Executive Officer Honest Buildings
Riggs Kubiak is the CEO and Founder of the New York City based Honest Buildings Network, the leading online commercial real estate marketplace that matches top building professionals with building owners, decision makers and project managers. Architects, engineers, contractors and technology providers can quickly create a custom profile and showcase relevant case studies to a network of tens of thousands of real estate professionals, including owners and other decision-makers who are looking to bid out building projects. Prior to founding Honest Buildings, Riggs worked on acquisition, asset management, and sustainability initiatives at Tishman Speyer, a global real estate developer, owner and operator, with over 70 million square feet under management. View Profile
David Madrid Manager - West AllSteel
David Madrid manages the Western US for Beyond, a unit of Allsteel Inc. Since joining, he has been responsible in the execution and delivery of over 3m sqft. of commercial real estate. In addition, David has 10 years of experience in design, investment, finance, and construction delivering over $300m of office, multi-family and single-family assets.
John Tipton Operating Partner Allen Matkins
John is the Operating Partner of the Century City office of Allen Matkins, immediate past Chair of the firm's Real Estate Department and one of the top attorneys in California with respect to real estate acquisitions and dispositions, leasing, and asset management. John represents his clients in actively buying, financing, developing, leasing and selling office centers, shopping centers, mixed use projects, hotels and multi-family projects throughout the United States. He also has extensive experience in representing owners, operators, and partners in all types of development, construction, management and operating agreements. View Profile
Kevin Maloy Executive Managing Director Beecher Carlson
Kevin Maloy is an Executive Managing Director of Beecher Carlson. He specializes in providing pre-closing insurance and Employee Benefits solutions, aggregated insurance platforms and transactional risk solutions to large and middle market private equity firms, infrastructure funds, alternative asset managers and corporate clients. Maloy previously lead a North American team for a larger broker and founded and led the national Mergers and Acquisitions Group at Crystal and Company. Maloy has more than 17 years of private equity diligence experience and has led or participated in more than 3,000 diligence transactions. He is a recognized industry leader in providing transactional risk solutions and risk management solutions that bring financial value. Maloy earned his Bachelor of Communications and Media from Fordham University in New York City.
Peter Witham Managing Director & Head- Capital Markets The Greenwich Group
Peter Witham is Managing Director of The Greenwich Group International and Head of Capital Markets with over 15 years of commercial real estate experience in investment sales, equity and debt financing, joint-venture structuring, leasing, management and consulting. He has extensive experience in both the United States and United Kingdom.
Michael Daniels President & CEO De Marillac Academy
Michael Daniels, Ed.D. is in his eighth year as De Marillac Academy's President and CEO. Prior to his appointment as President, Dr. Daniels served as the school's Director of Communications and Major Gifts. Previously, Dr. Daniels was the Director of Campus Ministry and Instructor in Religious Studies at Sacred Heart Cathedral Preparatory. During this time he was also a Resident Minister at the University of San Francisco (USF), and a foundation committee member of the Archdiocesan Catholic Campaign for Human Development. Additionally, Dr. Daniels spent two years as a community organizer along both sides of the U.S.-Mexico border, with the San Diego Interfaith Committee for Worker Justice and Los Ninos International of Tijuana. A former Jesuit Volunteer, he received his B.A. in History and Education from St. Joseph's University in Philadelphia, his M.A. in Theology from USF, and a Doctorate in Education (Ed.D.) from USF. He is also a graduate of the Lasallian Leadership Institute, and completed the Discerning Leadership Program of the Lasallian District of San Francisco in 2009. Dr. Daniels holds 15 years experience in various teaching, leadership and advisory board service in differing educational, religious, cultural, socioeconomic and community settings. Dr. Daniels currently serves on the Board of Directors for the Tenderloin Community Benefit District, the Mission Leadership Council of the California Pacific Medical Center Foundation, the Advisory Board of Saint Paul's School, and the Advisory Board of USF's Institute for Catholic Educational Leadership. He was named the Vincentian Service Award honoree by the faculty and staff of Sacred Heart Cathedral Preparatory in 2005, the 2011 Distinguished Lasallian Educator by the Lasallian District of San Francisco, and the 2013 Ignatius Award honoree by the Alumni Association of Saint Joseph's University. Dr. Daniels and his wife, Brigid, live in Bernal Heights in San Francisco with their three children and their labrador retriever.
Tom Frank EVP- Northern California Regional Manager Whittier Trust
Tom Frank is an Executive Vice President, Northern California Regional Manager in Whittier Trust's San Francisco office. He is responsible for managing complex client relationships, including investments, planning and family dynamics and fiduciary services, as well as all operations, revenues, staff and other elements related to the Northern California region.
Dean Rostovsky Director Clarion Partners
Dean Rostovsky is an equity owner and Director at Clarion Partners as well as an Acquisitions Officer, based in the firm's Los Angeles office. He oversees transaction activity across property types for the Southern California region. Dean has experience in both the private equity and fixed income sectors of the real estate market. He re-joined Clarion Partners in 2006 and began working in the real estate industry in 1993. View Profile
William Cunningham-Corso President Cunningham Development Company
William L. Cunningham-Corso, “Bill”, is the President of Cunningham Development Company, Inc. , a Los Angeles based, family owned real estate development and property management company known for its focus on federal government agency projects and overall value creation. Bill is responsible for the daily management of all areas of CDC pertaining to real estate development and operations. Bill currently manages a portfolio of GSA occupied buildings in California and Texas and is actively involved in development projects in California. View Profile
Dara Friedman Executive Director Morgan Stanley
Jake Lehmkuhl Executive Vice President California Bank & Trust
Kevin Wachter Director – CRE Pine River Capital Management
Jeff Weber Senior Managing Director Eastdil Secured

Conference Chair

Sponsor

Marketing/Media Partner

Official Directory Partner

Organizer / Producer

The Julia Morgan Ballroom
465 California
San Francisco, CA 94104
United States

Over 400 private equity power players attended on April 27. Check out the recap from the event and see pictures here.