iGlobal Forum: 13th Global Real Estate Private Equity Summit 2015

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iGlobal Forum: 13th Global Real Estate Private Equity Summit 2015

Tuesday, October 20, 2015 - 9:30am to Wednesday, October 21, 2015 - 4:30pm

Overview

iGlobal Forum is pleased to announce our 13th Real Estate Private Equity Summit - the leading deal-sourcing event for investors and dealmakers operating in the real estate space. For those who invest in U.S. real estate now, there is still ample opportunity for return; but the inflow of overseas capital and shortage of inventory mean that buyers need to creatively source opportunities in new markets and asset classes. At the Summit, you will discuss how best to navigate a market full of capital and uncover the most profitable investment opportunities. You will network with senior-level representatives from the leading private equity firms, LPs, investment banks, distressed debt firms, asset managers, consultants, owners and developers who are active in this space. We are pleased to introduce our exclusive Deal Spotlight sessions, which reveal step by step how recent deals were successfully executed, how challenges were overcome, and what influence competition had on investment decisions and bidding. In addition, the event’s Structured Networking sessions will enable you to connect, 1-to-1, with the market participants you most want to meet, and evaluate the potential for mutual business endeavors. Plus, the Interactive Workshops will address how you can find high risk-adjusted returns in the secondary markets, know the performance outlooks for core vs. opportunistic assets, and attract more investment capital to your real estate fund.

For More Information: iGlobal Forum: 13th Global Real Estate Private Equity Summit 2015

Speakers

Organizer / Producer

Sponsors

Contacts

OrganizeriGlobal ForumCall (212) 752-7760

Agenda

Tuesday, October 20, 2015


9:30 AM - 11:30 AM

Pre-Summit Workshop A

Core vs. Opportunistic Real Estate Investments

A lot of investment capital today is taking a strong position about being invested in either core, value-add or opportunistic assets. It is vital that investors identify where the best long-term market opportunities lie, and which strategies fit into their portfolios. During this interactive session you will discuss:

  • Where capital is flowing – core, value-add, opportunistic
  • The evolving risk/return profiles of each investment style
  • How to access recurring income and opportunistic returns from a risk-adjusted return perspective
  • The level and type of risk you need to realize opportunistic returns, and how realistic this is in today’s investing environment
  • Whether current cap rates make core assets the best place to be, or if core is overpriced

12:30 PM - 2:30 PM

Pre-Summit Workshop B

Providing Capital For Middle Market Real Estate Jobs

Underwriting transactions of sub-$30 million is a challenge in the current CRE market. This workshop will give you an opportunity to discuss:

  • What the risk/return profile looks like in the middle market, and how it is evolving
  • How aggressive you can be with your capital stack, given the high level of available capital
  • How to determine the best investment strategy: build and hold vs. build and sell

3:00 PM - 5:00 PM

Pre-Summit Workshop C

Finding Yield in the Secondary Markets

This session will provide an open forum to discuss the opportunity for realizing high risk-adjusted returns in the secondary markets. The session will address:

  • Where to go and why – detailed performance outlooks for the key U.S. secondary markets
  • The property types that offer the best potential for long-term investment in the secondary markets
  • Limiting your downside when investing in non-core cities
  • Successful exit strategies – ensuring you find a buyer at the time you are ready to sell

Wednesday, October 21, 2015


7:45 AM

Registration & Networking Breakfast


8:30 AM

Chairperson's Welcome and Opening Remarks


8:45 AM

Keynote Interview: Successfully Navigating a Market Full of Capital

  • Insights into future real estate allocations - preferred regions, product segments and strategies
  • Examining LPs’ preference for accessing the real estate market directly, or through secondaries and JVs
  • The criteria used to select fund managers
  • Views on mid-market firms and first-time funds

9:30 AM

Managing the Influx of Foreign Capital

  • Why global capital is flowing into the U.S., where it is coming from, how it is changing the investment landscape, and how long the phenomenon will last
  • Where overseas investors are playing on the risk-return spectrum
  • How foreign capital is influencing pricing, and the assets and geographies that U.S. investors are looking at
  • How sources of foreign capital are coming into the U.S. (investing indirectly vs. working with partners vs. investing with funds)
  • Strategies to win deals and find good risk-adjusted returns in an increasingly competitive market

10:10 AM

Morning Networking Break


11:10 AM

How LPs Are Accessing the Real Estate Market

  • Slicing and dicing real estate assets to achieve your investment objectives
  • Why institutional investors are increasingly accessing the real estate market directly and through secondaries and JVs
  • The regions, product segments and strategies that LPs are increasing their allocations to
  • What criteria LPs are using to select fund managers
  • How LPs view mid-market firms and first-time funds

11:50 AM

Impact of the Capital Markets on Real Estate Transactions

  • Which U.S. sources liquidity is coming from
  • Which markets and property types capital is flowing into
  • Are portfolio managers pulling back from overpriced assets, or pushing forward to take advantage of low interest rates?
  • The effect of Basel III on CMBS lending and bank lending
  • The scope of flexible and innovative financing options for CRE borrowers, from non-bank lenders

12:30 PM 

Networking Break


1:45 PM

Roundtable Discussions

Rountable 1: Finding Yield in Alternative Real Estate Asset Classes

Roundtable 2: Broadening Your Opportunity Set in the Secondary Markets


2:15 PM

Afternoon Networking Break


3:00 PM

Deal Spotlight

  • How competition in the market influenced investment decisions, bidding, etc.
  • The type of financing that was used
  • How the deal was structured
  • The industry drivers and trends that motivated the deal
  • How challenges were addressed and resolved

3:30 PM

Deal Spotlight: Acquiring and Leasing 1640 Broadway in the Heart of Times Square

  • How being on a panel with the president of the Swig Company led to a JV to acquire 1460 Broadway
  • Securing financing designed as a non-recourse loan with a construction component to renovate the building
  • Appointing a world-class architect to reposition the property
  • Signing a 19-year lease with WeWork to occupy 180,000 square feet of the office space, on the same day Skadden Arps vacated
  • Convincing Foot Locker, whose lease was expiring four blocks north, to sign a 15-year 36,000-square foot lease for all the retail space
  • How we are adding value through development of state-of-the-art LED signs

4:00 PM

Deal Spotlight: Eleven Times Square

  • Start to finish overview of the deal
  • How the deal was sourced
  • What hurdles arose, and how these were navigated
  • Executing the deal

4:30 PM

Chairperson's Summary & Networking Reception

David Gilbert President & Chief Investment Officer Clarion Partners
David Gilbert is the President and Chief Investment Officer of Clarion Partners as well as its Head of Acquisitions. He is a member of the firm’s Executive Board and Operating Committee, as well as Chairman of the Investment Committee. David is also responsible for oversight of Clarion Partners’ Investment Research Group. He joined Clarion in 2007 and began working in the real estate industry in 1983. David is a member and past board member of the Pension Real Estate Association and the Urban Land Institute. He currently serves on the Board of Directors of Spirit Realty Capital, a $7 billion public REIT focused on net lease investing.
Kent Swig President Swig Equities
Kent Swig is a President of Swig Equities, LLC, an investment and development company dealing with the purchase and development of real estate in New York City and California. Since 2001, Swig Equities has purchased and/or is in the process of developing more than $3 billion of properties, including holdings in Downtown Manhattan’s Financial District (FiDi). This neighborhood comprises the following office buildings: 110 William Street; 80 Broad Street; 90 Broad Street; 44 Wall Street; 48 Wall Street; 5 Hanover Square; 770 Lexington Avenue among others. Swig Equities residential investments include The Sheffield, 322 West 57th Street, a 58-story mixed-use building consisting of 582 residential units, 109,000 square feet of commercial office, 8,840 square feet of retail, and a 372-car parking garage; 58 apartments within the 198 unit residential building located at 401 East 89th Street and others.
Mark H Wilsmann Managing Director Real Estate Investments Met Life
Mark Wilsmann is Managing Director and Head of Equity Investments for MetLife Real Estate Investors. Named to this role in 2012 in conjunction with MetLife’s launch of its institutional investment management business, Wilsmann is responsible for leading MetLife’s $18 billion direct property investment platform, including overseeing portfolio management, acquisitions and asset management activities across eight domestic and two international regional offices, actively participating in investor outreach activities, and chairing the real estate investment committee. His team recently established MetLife’s new flagship open-ended fund, the MetLife Core Property Fund, as well as core/core-plus managed accounts geared toward public and private pension funds, sovereign wealth funds, and insurance companies. Between 2003 and 2012, Wilsmann led MetLife’s commercial mortgage lending business, directing product design, pricing, and origination activities and chairing the investment commitee. Under his leadership, MetLife became recognized as the top life company portfolio lender, generating annual volume of $8-$11 billion. Over his 24-year career with MetLife, Wilsmann held roles in asset management, acquisitions, loan production, portfolio management, field operations, and mergers’ integration. He served on the board of directors of the Mortgage Bankers Association and the leadership of the Commercial Mortgage Board of Governors of the MBA. He is a member of the Urban Land Institute, where he is active in ULI council leadership, and is a member of the Pension Real Estate Association, the Commercial Real Estate Finance Council, and the Capital Markets Committee of the Real Estate Roundtable. Wilsmann holds a BA and MBA from Wake Forest University. View Profile
Lauren Hochfelder Silverman CO-HEAD U.S ACQUISITIONS Morgan Stanley
Lauren Hochfelder Silverman is a Managing Director of Morgan Stanley and Co-Head of U.S. Acquisitions for Morgan Stanley Real Estate Investing. Lauren joined Morgan Stanley Real Estate in 2000 and has focused primarily on investing in the Americas since then. She has sourced, underwritten, structured, executed and overseen principal investments across all real estate asset classes, return parameters and capital structures. She has also been involved in a number of corporate M&A transactions involving both public and private companies. Lauren has been involved in the investment by MSREI in over $3 billion of commercial and residential properties in New York City. Since 2010, she has led a team that has invested ~$250 million of opportunistic real estate equity capital in the East Coast of the U.S. Lauren graduated magna cum laude and with distinction from Yale University with a B.A. in Ethics, Politics & Economics. View Profile
Leslie Himmel Managing Partner Himmel + Meringoff Properties
Recognized as one of the most prominent women in New York City's real estate industry, Leslie Wohlman Himmel has been Co-Managing Partner of Himmel + Meringoff Properties since she formed the company with Stephen Meringoff in 1985. Since that time, she has become one of New York's most active Owners having accumulated a substantial portfolio of commercial real estate holdings valued in excess of $500 Million. Focused on the acquisition and financing of properties that are suitable for strategic repositioning, she specializes in identifying, evaluating, negotiating and closing opportunistic purchases. Over the course of her three-decade career, she has been instrumental in the acquisition and financing of over 45 commercial properties in transactions well in excess of $1.5 Billion. In 2011 Ms. Himmel received REBNY's Mendik Lifetime Leadership in Real Estate Award for exceptional accomplishment and dedication to leadership in New York real estate. A member of REBNY's Board of Governors since 2001, she continues to serve as Assistant Treasurer of the Executive Committee and co-chairs REBNY's Economic Development committee which she founded in 1992. Ms. Himmel was elected to the Boards of the Harvard Business School Alumni Club of New York, the Trustees Council of Penn Women (University of Pennsylvania), and the Wharton School Zell Lurie Real Estate Center, and is a member of the World Presidents' Organization Big Apple Chapter. She is a member of the Harvard Business School Real Estate Alumni Association and the Urban Land Institute (Urban Development/Mixed Use Council). She is also a supporter of the Metropolitan Museum of Art's Real Estate Council and Lincoln Center's Real Estate and Construction Council. She has made significant contributions to both the Harvard Business School and the Wharton School in support of the next generation of women leaders. She graduated Phi Beta Kappa and Summa Cum Laude from the University of Pennsylvania and earned an MBA with high honors from the Harvard Business School. View Profile
Matt Holberton Senior Manager AXA Real Estate
Matthew R. Holberton, is a senior manager at AXA Real Estate. Mr. Holberton joined AXA Real Estate in September 2014 and is responsible for marketing, capital raising and investor relations in the U.S. Prior to joining AXA Real Estate, Matt was with Ares Management LLC, which acquired AREA Property Partners in 2013. During his 15 years of experience within the real estate industry, Matt has also held the position of Chief Operating Officer at St. Charles Town Company, a U.S. based development and property management firm, and Managing Director at Black Creek Capital, a real estate private equity firm operating in the U.S. and Mexico. Mr. Holberton earned his Master’s in Business Administration from Columbia Business School and his Bachelor’s degree in Economics from Bucknell University.
Claiborne Johnston Managing Director Invesco Real Estate
Mr. Johnston is a Senior Director and Client Portfolio Manager with Invesco Real Estate, a global real estate investment manager with approximately $52 billion in assets under management. Mr. Johnston is responsible for real estate investment activities, portfolio management, business development and client coverage globally. Mr. Johnston is a member of the firm’s structured investment group operating committee and the management committee’s for the firm’s US core and value add strategies. Prior to joining Invesco Real Estate, Mr. Johnston was a Managing Director at Morgan Stanley where he was responsible for the coverage of real estate private equity sponsors, private capital formation and the coverage of global capital sources for a variety of real estate investment banking and investment management activities. Mr. Johnston has a Master of Business Administration degree from Columbia University and graduated with a Bachelor of Arts in Political Science from James Madison University. He is actively involved in a number of real estate associations including Pension Real Estate Association, Institute for Fiduciary Education and the Urban Land Institute.
Jason Eisenberg Senior Principal Apollo Global Management, LLC
Jason Eisenberg is a Principal in the Real Estate Private Equity Group of Apollo Global Management, LLC. Mr. Eisenberg is primarily responsible for sourcing, structuring and execution of U.S. acquisitions across multiple property types. Prior to joining Apollo in 2009, Mr. Eisenberg was a Vice President at Lehman Brothers Real Estate Partners where he participated in the acquisition and financing of numerous single property investments as well as several corporate and portfolio transactions on behalf of the firm’s real estate opportunity funds. Previously, Mr. Eisenberg was in the Private Equity Group of J.P. Morgan Partners and he began his career in the Financial Institutions Investment Banking Group at Merrill Lynch. Mr. Eisenberg holds an M.B.A from Harvard Business School and a B.A. from Duke University. View Profile
Billy Butcher Director - Real Estate KKR
Billy Butcher (New York) joined KKR in 2004 and is a member of the real estate team. Prior to helping to establish the firm's dedicated real estate business, Mr. Butcher worked in the Firm's corporate private equity business, including moving to Tokyo in 2006 and 2007 to assist in developing KKR's pan-Asian operations. Prior to joining KKR, he was at Goldman, Sachs & Co. in its technology, media and telecommunications investment banking group, where he was involved in a number of merger, acquisition, and financing transactions. He holds an A.B., summa cum laude, from Princeton University, and an M.B.A. from the Stanford University Graduate School of Business, where he was the Henry Ford II Scholar and an Arjay Miller Scholar.
Joanna Mulford Managing Director Prudential Real Estate Investors
Joanna Mulford is a managing director at Prudential Real Estate Investors and the portfolio manager & chief financial officer for PREI’s flagship U.S. core equity real estate fund. She is involved in all aspects of managing the fund including portfolio strategy, making investment decisions and management of the team. As chief financial officer, she has primary responsibility for developing and executing the fund’s capital strategy and oversight of financial operations and tax structuring. Previously, Joanna was responsible for PREI’s U.S. real estate investment sales. During her tenure at PREI, Joanna has also served as the portfolio manager of several closed-end funds, including a value-add strategy, and helped launch PREI’s debt investment platform. She was also responsible for the asset management of a portfolio of commercial real estate investments across property types. Before joining PREI, Joanna was a member of Prudential Financial’s Private Equity group, and prior to this, was a member of the Comptrollers unit of the Prudential Asset Management Company.
Spencer Garfield Managing Director Fortress Investment Group LLC
Spencer Garfield is a Managing Director at Fortress Investment Group LLC in the Credit and Real Estate business. Mr. Garfield is responsible for real estate debt originations and acquisitions, equity investing and forming strategic relationships with real estate related companies. Prior to joining Fortress, Mr. Garfield spent 12 years with Hudson Realty Capital LLC as a Managing Director responsible for loan originations, equity investments, business development and building and maintaining real estate industry relations. Mr. Garfield received his B.S. from the University of Colorado, his Masters Degree in Real Estate Finance and Investment from New York University and was an adjunct professor at NYU in the Masters in Real Estate Program for three years. Mr. Garfield has received extensive recognition for his contributions to the commercial real estate and finance community.
Marc L. Davidson Managing Director and Portfolio Manager AEW Partners Funds
Marc L. Davidson is a Managing Director of AEW and Portfolio Manager for the AEW Partners Funds, overseeing portfolios with an aggregate value of approximately $1.2 billion. He is responsible for evaluating and negotiating new investment opportunities and for managing the execution of the business plan for each investment asset. Mr. Davidson is also a member of AEWs Investment Committee and Risk Management Committee. The AEW Partners Funds are a series of real estate opportunity funds targeted toward investors who seek to achieve high risk-adjusted returns. Mr. Davidson joined AEW in 1995 and has 29 years of experience in real estate consulting, property management and development. Prior to joining AEW, he worked for five years at Coopers & Lybrand as a Senior Manager in the real estate and reorganization groups, where his areas of expertise included financial and feasibility analysis, systems and internal control development, deal structuring, investment analyses and evaluation. For the previous ten years, he served as a Financial Officer at Winthrop Management, The Linpro Company and Charter Development. One of the nations leading real estate investment advisors, AEW and its affiliates manage over $30 billion of capital invested in over $45 billion of property and securities in North America, Europe and Asia (as of December 31, 2010). On behalf of a wide range of institutional investors, AEW actively manages portfolios across the public and private markets and across the risk/return spectrum. View Profile
John Randall Senior Vice President PCCP, LLC
John W. Randall joined PCCP in December 2009 and focuses on East Coast debt and equity originations particularly in the Mid-Atlantic area. Prior to PCCP, Mr. Randall spent six years and invested over $1 billion in real estate debt and preferred equity positions within the Real Estate Private Equity group of Lehman Brothers. Prior to Lehman Brothers, Mr. Randall was a Vice President with Deutsche Bank, originating and underwriting mezzanine investments for the DB Real Estate Mezzanine Investment Funds. Mr. Randall’s experience also includes work at Daiwa Securities originating and structuring conduit loans for their CMBS group. Mr. Randall started his career with Arthur Andersen and Jones Lang Wootton where he valued over $1 billion of real estate in the U.S. and Latin America. Mr. Randall has over 14 years of real estate experience and holds a B.A. in Economics from Bowdoin College, magna cum laude, and an M.B.A. from the Wharton School of the University of Pennsylvania. View Profile
Sean Bannon Managing Director, Head of U.S. Real Estate Zurich NA
Sean Bannon has over 22 years of experience in the commercial real estate investment industry in the United States. He has held various positions leading, managing and executing real estate businesses for units with which he has worked. He is currently responsible for Zurich’s US Real Estate businesses, and is based in New York, where he serves as a voting member on the Investment Committee of Zurich Alternative Asset Management, LLC, the firm’s alternative investment platform dedicated to Hedge Fund, Private Equity and US Real Estate investment. Mr. Bannon joined Zurich in 1997 to help launch the firm’s US direct acquisition platform using various forms of insurance and reinsurance products. From 1997 to 2003 Mr. Bannon acquired nearly $2 billion of office, retail and industrial assets throughout the US, focusing primarily on credit tenanted assets. In 2004 he helped launch the US real estate private equity fund of funds program. From 2004 to 2009, Mr. Bannon invested nearly $1 billion in over 40 real estate private equity funds. In 2010 and 2011, Mr. Bannon, in addition to working out of several legacy real estate matters, authored the firm’s new core direct real estate investment strategy, which focuses on office, multifamily, retail and industrial asset types in thirteen major US real estate markets. Mr. Bannon currently runs that acquisition strategy, which has now invested over $500 million of new capital in the past 24 months, along with the disposition of non-core assets and all workout and restructuring activity. Current real estate AUM exceeds $2.2 billion. Prior to joining Zurich, Mr Bannon was with Lehman Brothers, where he worked out and restructured real estate limited partnerships syndicated by that firm. Before joining Lehman Brothers, Mr. Bannon was with the Real Estate Services Group of Arthur Andersen, and was responsible for providing audit and consulting services to several real estate investment firms. Mr. Bannon holds a BS in Accounting and Computer Information Systems from Fairfield University, where he graduated with honors. He also holds a Masters of Business Administration degree from Columbia University, where he graduated with honors. Mr. Bannon is a Certified Public Accountant in the State of New York. View Profile
Adam Munder Principal & CMO Sterling Organization
Mr. Munder is a Principal and serves as Chief Marketing Officer for Sterling Organization and its related companies. Mr. Munder's responsibilities include sourcing and aligning equity partners for appropriate investment opportunities and raising institutional capital for Sterling's closed-end discretionary funds. Additionally, he oversees investor relation matters for the company as they relate to both Sterling’s funds and both long-standing and newer investment partners. Prior to joining Sterling, Mr. Munder served as the Managing Director of Rednum Capital Partners where he managed a portfolio of retail, office and multifamily assets. Prior to his work at Rednum Capital Partners, Mr. Munder was an Institutional Product Specialist at Johnson and Johnson and served as the Institutional Sales Director at Lee Munder Capital Group. Mr. Munder holds a B.A. from Boston College and an M.S. in Real Estate Development from New York University.
Michael Ridloff Director of Investments Vanke Holdings
Michael is the Director of Investment for Vanke Holdings USA LLC. Prior to joining Vanke, Michael worked on the acquisitions teams of Lane Capital Partners and Madison Capital originating, analyzing and executing core plus, value add and opportunistic real estate investments, distressed loan acquisitions and commercial joint ventures in major US markets across all property types. Previously, Michael served as an acquisitions officer at DTZ Real Estate Investors and a loan originator at Eurohypo AG after beginning his career on Wall Street at Bear, Stearns & Co. and BlackRock, Inc. Michael holds an M.B.A. from Columbia Business School and a BS in Economics from the Wharton School.
Tim Wang Director Clarion Partners
Tim Wang, equity owner and Director, is the Head of Investment Research at Clarion Partners. Tim leads the group in supporting the development of firm-wide and business unit-specific investment strategy, and advising on portfolio strategy utilizing proprietary analytics and econometric forecasting. Additionally, he is responsible for macroeconomic analysis, market forecasting, and research support for capital raising and client services. He joined the firm in 2006 and is a member of Clarion Partners’ Investment Committee. Tim has published numerous real estate research articles and co-authored five real estate strategy books, including Active Private Equity Real Estate Strategy (2009), Guide to U.S. Real Estate Investing (2009), Emerging Market Real Estate Investment: Investing in China, India, and Brazil (2010), Inside the Real Estate Fund Investor (2011), and Real Estate Mathematics (2011). He is a frequent guest speaker at real estate investment conferences. He is a member of the Urban Land Institute and currently serves on the PREA Research Committee, the NCREIF Research Committee, and the Real Estate Research Institute Advisory Board. View Profile
Russell Appel Founding Principal Praedium Group, LLC
A founder of The Praedium Group, Mr. Appel has been building the Company since 1991 and has overseen all aspects of The Praedium Group's activities, including its strategy and its investment policy. In addition to his responsibilities with The Praedium Group, Mr. Appel ran CSFB's Commercial Mortgage Finance business from 1991 to 1994, where he became a Managing Director. At CSFB, Mr. Appel supervised the execution of commercial and multifamily asset securitization and sale advisory assignments totaling in excess of $13 billion. Prior to joining CSFB in 1991 and his association with The Praedium Group, Mr. Appel was a Vice President in the Real Estate Department of Goldman Sachs & Co. for five years. At Goldman Sachs, he was involved in real estate-related sales, financings, mergers and acquisitions and capital markets transactions totaling in excess of $3 billion. Mr. Appel holds a B.S. in Economics (magna cum laude) and an M.B.A. (with distinction) from the Wharton School of the University of Pennsylvania. Mr. Appel served as Chairman of the Board of Directors of the Pension Real Estate Association between 2008 and 2010, and he has previously held the positions of Vice Chairman, Treasurer and Board Member. View Profile
Dan Hartman Managing Director Terra Capital Partners
Dan Hartman has over 25 years of commercial real estate experience investing throughout the capital stack. At Terra Capital Partners, Mr. Hartman is a Managing Director responsible for transaction origination. His most recent previous positions were at Ares Management, a successor to Wrightwood Capital, a position he held for nine years investing debt and equity. He has also held positions at GE Capital Corp, Daimler Chrysler Capital Services, ORIX USA and Chase Manhattan Bank. Mr. Hartman is a graduate of Cornell University, Fordham Graduate School of Business and New York University Real Estate Institute.
Jay Neveloff Partner Kramer Levin Naftalis & Frankel LLP
Mr. Neveloff’s practice concentrates in real estate and other commercial transactions. Mr. Neveloff represents numerous nationally recognized parties in the development, operation and financing of real estate projects,institutional and private equity funds and other investors in the acquisition and sale of property (including portfolios of properties), and joint ventures involving a broad variety of assets, as well as majorinternational funds and financial institutions, in commercial lending transactions, loan restructurings and workouts. Mr. Neveloff has represented developers of numerous super luxury and mixed-use, commercial, retail and residential projects, including CIM in 432 Park Avenue, The Witkoff Group in 150 Charles Street and 10 Madison Square West, and Related-Apollo in Time Warner Center, as well as numerous regional and local shopping centers, and other commercial projects throughout the country. Mr. Neveloff has also represented Donald Trump and The Trump Organization for more than 25 years in innumerable real estate matters. Mr. Neveloff has represented Starwood Hotels in the sale of several hotels including the Sheraton Manhattan as well as the retail portion of the St. Regis Hotel in Manhattan; CIM in the acquisition of numerous properties, including 200 Lafayette Street, 2 Rector Street and 5 Hanover Square; Saint Vincent Catholic Medical Centers in the sale of the main hospital campus; New York Life Insurance Company in the sale of Manhattan House, a residential complex comprising an entire block on the upper east side of Manhattan; the Ponte family in numerous lower Manhattan transactions, the owners of Starrett City, the largest federally subsidized housing complex in the United States, in a major capital transaction; and the owners in the sale of a major casino hotel in Las Vegas, Nevada. Mr. Neveloff regularly assists clients actively involved in numerous hotel transactions, including the acquisition and development of hotels, and loan restructurings relating to numerous hotels. Mr. Neveloff recently led a multi-disciplinary team in representing Del Monte Pacific in the $1.68 billion acquisition of Del Monte Foods. Mr. Neveloff received his J.D. from New York University School of Law and his B.A. from Brooklyn College and was elected as a member of the American Law Institute, American College of Real Estate Lawyers (of which he is a member of the Board of Governors) and American College of Mortgage Attorneys. Mr. Neveloff has received numerous honors, including being recognized as one of The Best Lawyers in America for 2006-2014, and as one of the “Top 100 Lawyers in New York” by Super Lawyers in 2006-2012. Mr. Neveloff is also listed in Chambers USA — America’s Leading Lawyers for 2003-2014 (and is ranked in tier 1) and The International Who’s Who of Business Lawyers for 2005-2012. He was chosen as Top Deal Maker for 2008 and 2009 by Real Estate Weekly. He was recognized by Legal 500 US as a leading lawyer from 2008 to 2014. He was named in 2007-2011 to Lawdragon’s Leading Dealmakers in America list, receiving a five dragon rating, the highest rating available, and is listed in the Guide to the World’s Leading Real Estate Lawyers as one of the world’s top 10 leading real estate lawyers. He was recently chosen by the New York Post as one of New York City’s “Top Movers and Shakers,” one of only four top New York real estate lawyers who help their clients complete billion dollar deals. View Profile
David Eyzenberg Principal - Real Estate Investment Banking Avison Young
David Eyzenberg is a Principal in the New York office, where he raises capital and provides investment advisory and consulting services to Avison Young’s CRE clients worldwide. Mr. Eyzenberg’s focus in on entity and asset recapitalizations, financing debt and property acquisitions, as well as advising Canadian and domestic institutions on deploying capital into structured ground lease opportunities. Complementing his professional endeavors, Mr. Eyzenberg teaches graduate real estate finance studies in New York University’s Masters of Science in Real Estate program. Mr. Eyzenberg previously served as Managing Director and head of commercial real estate for NewOak Capital, a New York-based financial advisory firm. There, Mr. Eyzenberg completed multiple property financing and CMBS/CRE CDO valuation assignments. His tenure at Newoak began in 2011 after its acquisition of the investment banking practice of Eyzenberg’s Prodigious Capital Group, where Mr. Eyzenberg served as President since 2005. There he led the firm in consummating over $350M in financing and advisory assignment. These included single asset, portfolio, and entity level financings, as well as joint venture and structured financing, debt, equity, and hybrid products, and CMBS. Prior to running Prodigious Capital Group, Mr. Eyzenberg led the New York office of Madison Capital Group, where he originated and executed real estate investment banking transactions involving equity and structured debt. While at Madison, Mr. Eyzenberg's team successfully delivered over $300 million of new multifamily development project financing in the South Florida and Las Vegas markets. Mr. Eyzenberg also served as Director at Wall Street Realty Capital, a New York based spin-off of Cantor Fitzgerald, where he consummated over $350 million in private merger and acquisition and equity/mezzanine placement assignments. That followed his time at investment management firm Ramius Capital Group where he sourced, evaluated and structured over $1.8 billion of debt and equity transactions nationwide encompassing all property sectors. Mr. Eyzenberg began his career as a member of Merrill Lynch's Real Estate Planning and Transactions Group. During his tenure he provided financial analysis support for domestic and international land acquisition, sale/leaseback transactions, leasing and office renovation/purchase efforts. View Profile
Jeff Adler Vice President, Matrix Products Yardi Matrix
Jeffrey Adler is vice president, Yardi® Matrix, with data provided by Pierce-Eislen, which offers the industry’s most comprehensive apartment market intelligence for properties 50 units or larger. Adler also is the publisher of industry market intelligence and content providers Multi-Housing News and Commercial Property Executive. Yardi Matrix is a U.S. multifamily asset support toolset for originating and underwriting investment transactions. Matrix also provides market and institutional research leveraging underlying property-level detail of 80 U.S. markets, 57,000 properties and more than 11 million units. Matrix will cover 100 markets by 2Q15. From 2002-2009 Adler was chief property operations officer at AIMCO, overseeing luxury, value-add, student, military, senior, office/retail mixed use, and affordable housing properties valued at $4 billion. He co-developed and co-founded AIMCO’s portfolio investment and capital markets strategies, and was a regular speaker and contributor to industry conferences and publications. In 2009 Adler formed a consulting firm and acted as CEO/COO for several sponsor and investor platforms in the student, military, senior, single-family and rental housing industries in the U.S. and Canada. He developed and executed investment strategy, asset management, private market equity and debt capital funding, and debt renegotiation transactions. From 1990 to 2000 Mr. Adler was a vice president at Progressive Insurance, developing the Progressive consumer brand, establishing the corporate marketing department, and driving a ten-fold increase in revenues. Adler began his career at Kidder, Peabody and Oppenheimer & Co. and Strategic Planning Associates, Inc, Adler grew up in the New York City area and holds a B.A. from Yale University (’84) and an MBA from the Wharton School of the University of Pennsylvania (’88). He and his wife Melissa live in Denver with their two children.
Peggy Tseung Managing Partner Broom Capital
Peggy has over 15 years of corporate finance and investing experience. Prior to co-founding Broome Capital with Mike Bednarski, she was a research analyst with a multi-billion hedge fund in NYC, specializing in equity investments. Peggy started her career as an investment banking analyst at JPMorgan Chase. She has extensive underwriting, financing, buyout, workout and public market experiences. She is responsible for overseeing corporate management, finance and accounting and capital raising. Peggy holds a BS with Finance concentration and a MBA with Real Estate concentration from Wharton School of Business at University of Pennsylvania.
Christian Goebel Executive Vice President GLI Real Estate Partners
Teresa Zien COO Colony Capital
Bryan Thornton Partner PCCP, LC
Robert Flanigan Vice President Hamilton Lane
Adam Metz Head of Int'l Real Estate The Carlyle Group
Chris Oka Director Angelo Gordon
Vik Uppal Managing Director Mount Kellett Capital Management
Gregory Rush Partner Dune Real Estate Partners

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New York Marriott East Side
525 Lexington Ave
New York, NY 10017
United States
 

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