Marcus & Millichap/IPA: Multifamily Forum New England 2018

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Marcus & Millichap/IPA: Multifamily Forum New England 2018

Thursday, December 13, 2018 (All day)


The Marcus & Millichap / IPA Multifamily Forum: New England  hosts between 300 and 450 of New England’s most prominent developers, investors, owners and operators came together to discuss what has become one of the hottest real estate markets in the country. This event discusses the urban and suburban rental, condo and mixed-use market across New England and what supply versus demand balance means for multifamily investors, owners and operators.

The Marcus & Millichap / IPA Multifamily Forums across the U.S. bring together over 6,000 multifamily owners, investors, managers and developers to create an in-person marketplace for learning, discovery, networking and deal making. The sessions address the major issues affecting the apartment and condo markets today, and the networking allows multi-housing principals to meet, talk and source deals and investment capital.

For more information: Marcus & Millichap/IPA: Multifamily Forum New England 2018


Organizer / Producer



OrganizerJohn WardCall (646) 755-3164
RegistrationClaudia GutwirthCall (646) 862-6125
SponsorshipAmber CollinsCall (646) 783-3937


Thursday, December 13, 2018

7:30 AM – Networking Area

Breakfast & 1-to-1 Meetings

8:15 AM – General Session

Welcome Remarks

8:20 AM – General Session

Multifamily State of Market: National vs. New England Markets

John Sebree will present the current state of the market, comparing and contrasting trends across New England with key investment markets across the country. In addition, to hard-hitting statistics, John will reveal the results of the proprietary multifamily owner survey that will show you what your peers are thinking with regard to their planned investment and divestment activity in the coming year.

9:00 AM – General Session

The Big Question: A Developers Forecast On New England

Moderated by: Tim Thompson, Sales Manager, Marcus & Millichap


  • Tinchuck Agnes Ng, Managing Director & Co-Head of Investments, Cottonwood Group
  • Jonathan Davis, Founder, Chief Executive Officer and Chief Investment Officer, The Davis Companies
  • Brian Golden, Director, The Boston Planning & Development Agency
  • Sue Hawkes, Managing Director, The Collaborative Companies
  • Sandi Silk, SVP/Development Partner, Jefferson Apartment Group

9:50 AM – General Session

Morning Keynote: A Fireside Chat

Special Guest: Chuck Leitner, CEO, Berkshire Group
Interviewed by: John Sebree, FVP & National Director, Multifamily, Marcus & Millichap

10:20 AM – Networking Area

Break & 1-to-1 Meetings

10:50 AM – General Session

The Good, the Bad, and the ‘Ugly?’: Equity & Debt Capital Sources Discuss an Uncertain Future

Moderated by: Richard Katzenstein, Senior Vice President- National Director, Marcus & Millichap


  • Maureen Joyce, Director, AEW Capital Management
  • Robert Maulden, Managing Director Investments Real Estate, John Hancock
  • Young Park, President, Berkeley Investment
  • Tom Hamill, Senior Regional Director Underwriting and Credit, Freddie Mac
  • Brian Salyards, Principal, PGIM Real Estate Finance
  • Brian Dove, National Real Estate Practice Leader, USI

11:40 AM – General Session

Bringing Out the Best: Innovations in Property Management and Tenant Retention


  • Lynn Bora, Senior Vice President Operations Support Services, Winn Residential
  • Rob Weintraub, CEO, Premier Capital Partners
  • Noam Kleinman, Head of Boston, Akelius Real Estate Management
  • Charles Schoenau, Managing Director, Insurent
  • Cyrus Claffey, CEO, Butterfly MX
  • Mark Smukler, Co-Founder and CEO, Bixby

12:20 PM – Networking Area

Lunch & 1-to-1 Meetings

12:30 PM – Lunch Workshop

New Trump Administration Updates: Opportunity Zones, Energy & Specialty Tax Incentives

The presentation is designed to provide New Trump Administration Updates to Federal, State and Local Energy & Specialty Tax Incentives and provide clarity to the design, qualification and certification process to maximize results and cost savings on Purchases, Renovations, Improvements and New Construction projects. During this presentation, you will be able to understand how to capture and best utilize Cost Segregation, Energy Tax Credits (like 179D for commercial buildings and 45L tax credits for residential and multi-family projects) on a local and national scale.

Presented by: Michael D’Onofrio, Managing Director, Engineered Tax Services

1:10 PM – General Session

Creating an Opportunity: Finding Yield Throughout New England


  • Jim Driscoll, Senior Vice President Development, Waypoint Residential
  • Mike Rie, Senior Director Investments, Avalon Bay
  • Adelaide Grady, Senior VP, Pritzker Realty Group
  • Sean Sacks, Managing Director, Hines

1:55 PM – General Session

Afternoon Fireside Keynote Chat

Keynote: Doug Manz, Partner, Director of Development, The HYM Investment Group
Interviewed by: Thomas O’Brien, Founding Partner & Managing Director, HYM Investments

2:25 PM – General Session

Closing Remarks

Presented by: Tim Thompson, Regional Manager, Marcus & Millichap

2:30 PM – Networking Area

Reception & 1-to-1 Meetings

Thomas O'Brien Founding Partner & Managing Director HYM Investments
Doug Manz Partner, Director Development HYM Investments
Chuck Leitner CEO Berkshire Group
Chuck Leitner is the CEO of Berkshire Group. View Profile
Lynn Bora SVP - WinnResidential WinnCompanies
Jonathan Davis Chief Executive Officer Davis Companies
Jonathan Davis is the Chief Executive Officer at Davis Companies. View Profile
Jim Driscoll SVP - Development Waypoint Residential
Brian Golden Director The Boston Planning & Development Agency
Adelaide Grady Senior VP Pritzker Realty
Adelaide Grady is responsible for Pritzker Realty Group's investment activity in the greater Boston market. She came to PRG from the Boston office of Wood Partners, a merchant multifamily developer. There she was a director of development for eight years and responsible for over $500 million of new development activity. From 2004 to 2006 she was a development manager with Leggat McCall Properties, responsible for the repositioning and redevelopment of an industrial portfolio. Prior to transitioning to development, she was a multifamily green building consultant and earned the LEED Accredited Professional designation in 2003. View Profile
Tom Hamill Senior Regional Director Underwriting and Credit Freddie Mac
Maureen Joyce Director AEW Capital Management
Maureen Joyce is the Director of AEW Capital Management. View Profile
Noam Kleinman Head of Boston Akelius Real Estate Management
Noam Kleinman is the Head of Boston at Akelius Real Estate Management. View Profile
Robert Maulden Managing Director John Hancock
Robert Maulden is the Managing Director at John Hancock. View Profile
Tinchuck Agnes Ng Managing Director & Co-Head of Investments Cottonwood Group
Young Park President Berkeley Investment
Mike Rie Senior Director Investments Avalon Bay
An analytic real estate investment professional with 15+ years of acquisitions, dispositions, development, redevelopment, market analysis and valuation experience across a broad range of asset classes and investment types. Currently responsible for regional acquisitions and dispositions for one of the US's largest Apartment REITs. View Profile
Sean Sacks Managing Director Hines
Sean Sacks is a Managing Director at Hines. View Profile
Sandi Silk SVP - Development Jefferson Apartment Group
Sandi Silk is the Senior Vice President of Development at Jefferson Apartment Group. View Profile
Rob Weintraub CEO Premier Capital Partners
Scott Zwilling Principal Spirit Investment Partners
Cyrus Claffey CEO ButterflyMX
Mike 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. View Profile
Brian Dove National Real Estate Practice Leader USI
Sue Hawkes Managing Director The Collaborative Companies
Richard Katzenstein SVP & National Director Marcus & Millichap Capital Corporation
Brian Salyards Principal PGIM Real Estate Finance
Charles Schoenau Managing Director Insurent
John Sebree FVP & National Director - Multifamily Marcus & Millichap
Mark Smukler Co-Founder Bixby
Tim Thompson Regional Manager Marcus & Millichap Boston
Tim Thompson is a Regional Manager at Marcus & Millichap Boston. View Profile

Conference Chair


Organizer / Producer

Boston Marriott Cambridge
50 Broadway
Cambridge, MA 02142
United States