Real Estate Investment Summit 2017

Boca Raton Resort & Club, Boca Raton, FL
April 25, 2017 - April 27, 2017

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Network with the industry’s leading experts as they analyze the opportunities and challenges in the real estate market! Our 2016 event was a great success, with some of the top industry leaders in attendance. Opal Group’s 2017 Real Estate Investors Conference will focus on the latest developments in the marketplace. It will analyze the opportunities and challenges in the real estate market; examine best practices and explore new deal making strategies.

Opal Group’s annual Real Estate Investors Summit promises to be 2017’s leading conference and exposition for real estate professionals, hedge fund managers, private investors, family offices, pension funds and other institutional investors. It will provide various networking opportunities along with an educational platform.

The event will kick off with a large networking function at the U.S. Open Polo Championship.

113th U.S. Open
International Polo Club Palm Beach

Come and enjoy the U.S. Open Polo Championship, considered to be the most prestigious polo tournament in the world, fabulous cuisine entertainment, fashion, and world-class celebrities featured at International Polo Club Palm Beach. Its is the exciting culmination of the 16-week, high-goal winter polo season that attracts polo enthusiasts from over 20 countries and 49 states.

CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

Current as of April 26, 2017

3:00pm

Registration / Exhibit Hall Opens

3:15pm

Chairman’s Welcoming Remarks

Ricky Novak, General Counsel; Real Estate & Tax Advisor, The Strategic Group of Companies

3:45pm

State of the Economy: Market Update and Forecast

  • Taking the Pulse of Today’s Economy and Looking Ahead into 2018
  • Increased Fed Interest Rate: How will this affect projects in the long term? Short term?
  • What are the Fed’s priorities under a Trump administration? How will this impact the real estate sector? How has your business been impacted so far? How will immigration and labor be impacted?
  • How do we invest in a changing landscape? What sort of long term thinking needs to be employed?
  • What are the real estate trends that investors need to be aware of? Are Wall Street and Main Street still out of tune? Has the GICs expansion helped flows into real estate?
  • One year after Brexit—how are international economies influencing the US real estate market?
  • What is the black swan on the horizon?
  • Assault on the post-crash regulatory state-What will be the impact on real estate?
  • Is there more debt out there?
  • Comparisons with Previous Cycles
Moderator

Jack McCabe, CEO, McCabe Research & Consulting

Panelist

Ezra Katz, Chairman & CEO, Aztec Group, Inc. & Founder, Mayan Properties, LLC

Panelist

Ralph Vince, President & CEO, Vince Blue Chip Prime Fund

Panelist

Art Cooper, COO, Cooper Family Office (SFO)

Panelist

Gregory Brothers, Vice President and Chief Financial Officer, South Texas College of Law Houston

4:45pm

The Silver Tsunami … Timing The Wave

Robb Chapin, Chief Executive Officer, Bridge Investment Group LLC (“Bridge”)

5:15pm

Lessons from the Trenches

Gerald Guterman, Founder, Guterman Partners LLC

5:45pm - 6:45pm

Networking Cocktail Reception

7:30am

Exhibit Hall Open

8:00am

Registration Opens

8:15am

Continental Breakfast

 

9:00am

Opening Remarks

9:15am

Investing In Single & Multi-Family Real Estate

  • Taking a deep dive into the various opportunities and permutations that Multi-Family housing has to offer.
  • Understanding the different target audiences. How demographics impacts projects. How the needs and demands of local communities drive projects. Building to suit different demands—can demands be anticipated and created?
  • What are the trends in multi-family? How much is that driven by generational shifts and economic realities? Is everything driven by Boomers and Millennials? Are Multi-Family developments purely driven by existing demand and demographics—or can projects be forward looking?
  • Where is the market hot for multi-families? What is the inventory like? Can multi-families created better price equality? Where is the market sagging? Are multi-families setting themselves up for failure or for permanence?
Moderator

John Agenbroad, Chairman, Inter-Local Pension Fund

Panelist

Stacey Alcorn, CEO, Laer Realty Partners

Panelist

Lew Goodkin, President, Goodkin Consulting Group

Panelist

Andrew Miller, Principal, Novel Property Ventures

10:00am

Investment Styles and Strategies for your Real Estate Portfolio

  • Evaluating real estate as an investment opportunity. Why real estate? How has the real estate landscape changed over the past 5 years?
  • How to balance your real estate portfolio. Is there a golden ratio? Core v niche/building a model. Concentrated v diverse. Opportunistic investing—pitfalls and profits.
  • How to tweak your established portfolio. Being responsive to market trends. Acting on limited time horizons.
  • Top investment opportunities/hot sectors
  • Co Investment requirements and structure
Moderator

Robert Grden, Executive Director, Wayne County Employees' Retirement System

Panelist

Rob Woomer, Principal & Executive Vice President, Peachtree Hotel Group

Panelist

Ben Gerig, CIO, Northlight Capital Partners, LLC

Panelist

Jose Goldner, Partner, Briggs Capital

Panelist

David Goldwasser, Principal, FIA Capital Partners, LLC

11:00am

Networking Refreshment Break

Sponsored by:

Peachtree Hotel Group

11:15am

Gaining Access to and Evaluating Financing and Capital Sources

  • How can a manager find funding for their projects? Best sources of capital? What sort of incentives do you need to offer investors?
  • Successful Marketing Strategies: How can you articulate the opportunity? How do you cut through the noise and clutter of competition?
  • Getting Family Offices Involved—is it easy, or difficult? What do family offices want?
  • How do you structure your funding deals?
  • Debt vs. Equity: Perks, kickers and sweeteners. Which alternative sources of funding do you prefer?
  • Examining Deal Terms of Different Lenders
  • Leverage on Income Producing Assets
  • Israeli Bonds…Too expensive?
  • Crowdfunding Update…Has its time arrived?
  • Private vs. Traditional Lender
  • Evaluating Ground Leases Emergence
  • Short vs. Long-Term Deals
  • Senior vs. Mezz vs. Bridge Structures
  • Construction vs. Upgrading vs. Acquisition Loans
Moderator

David Eyzenberg, Founder & Managing Partner, Eyzenberg & Company

Panelist

Alfred C. Trivilino, Senior Vice President, Related Fund Management

Panelist

Tomer Eblagon, Managing Director, Rosario Capital

Panelist

David Swentor, President of Real Estate, globalX

Panelist

Tim Brennan, Business Development, The Phillips Family Office & VP Fund Management, PECO Real Estate Partners

12:00pm

The Latest Regulatory & Tax issues

  • How might the current administration impact real estate?
  • Keeping up-to-date with cross border regulatory reform and international investor issues
  • Are tax incentives going away?
  • Registering with the SEC and the compliance infrastructure necessary
  • What tax issues are impacting real estate investing and development today through the eyes of the family office?
  • What 1031 strategies should you be considering?
Moderator

Ricky Novak, General Counsel; Real Estate & Tax Advisor, The Strategic Group of Companies

Panelist

Bill Briggs, CPA, Partner, Citrin Cooperman

Panelist

Timothy Pollock, Partner, Morris, Manning & Martin, LLP

Panelist

Trace McCreary, President, Varden Capital Properties

Todd Walter, Managing Director, RockBridge Capital

12:45pm

Luncheon

2:00pm

Private Equity in Real Estate Opportunities

  • Secondaries Volume Update
  • Bridge/Mezz Deal Structures
  • Timing challenges
  • Dispositions – What is selling?
  • Portfolio vs. Entity Sales, Mergers & Acquisitions
  • Intra-Fund Family Sales
  • Payment Waterfalls Upon Exit
  • Rolling your Customer Base into the Next Fund
  • The IPO Market for Fund Managers and Funds
Moderator

David Dlugolenski, Director - Private Equity, The Strategic Group of Companies (MFO)

Panelist

Ronald C Muzii Jr., Managing Director, Canyon Partners Real Estate LLC

Panelist

Melissa Rose, Managing Director, Ackman-Ziff Real Estate Group LLC

Panelist

Clifford Mendelson, Managing Partner, Metropolis Capital Finance / The GoldStar Group (SFO)

2:45pm

Deal Making & Structuring of Deal Flow

  • Gaining access to deal flow. How do you find your leads? Do you seek out leads or do you let them come to you? How do you rate for quality?
  • Handling inflow—how do you filter? How do you say no thanks?
  • Establishing Investment Criteria—do you have a formal model or is it a case by case model? What is the process? What is your buy or deny criteria?
  • How are Managers Using Structure to Effectively Attract Capital
  • Interval Funds
  • Hybrid Discretion
  • Internal Partnership Structures
  • Applying Open-Ended Liquidity Principals to Closed-End Funds
  • Seed Funds and their Structure
  • Evaluating the Current Market for Carry Structures
  • Sweetening the deal for early investors
Moderator

DJ Van Keuren, Director – Family Office Capital, Hayman Family Office (SFO)

Panelist

Jon Haahr, Founder & Senior Managing Principal, Silver Portal Capital, LLC

Panelist

Bryan Mick, President, Mick|Law P.C. LLO

Panelist

Ethan Penner, Founder & Managing Partner, Mosaic Real Estate Investors, LLC

Panelist

John R Benitez, J.D., Founder, Benitez Investments, LLC

3:45pm

Growth, Challenges and Opportunities in Commercial Real Estate: Office, Retail, Industrial

  • Commercial outlook: As the economy continues to improve, consumer-spending trends have been strong, and jobs numbers have been strong—how will that translate into the commercial real estate market?
  • What are the emerging and established trends?
  • Wither retail—or is Amazon unstoppable? Dining—is fast casual king?
  • Where are the opportunities? Medical facilities? Suburban offices? Renovated downtowns?
  • Are all challenges macro driven or are there more specific considerations to consider? Is commercial captive to broader trends? How can commercial developers protect against these broad trends?
  • Alternative Opportunities in Commercial Real Estate
  • How are you Taking Troubled Properties and Transforming them to Profitable Opportunistic Success Stories?
Moderator

Dean Crombie, Trustee, New Hampshire Municipal Retirement System

Panelist

Mukang Cho, Chief Executive Officer and Principal, Morning Calm Management

Panelist

Howard Stern, Principal and Founder, Stern & Associates LLC

Panelist

Russell Deakin, Managing Partner, Director of Investments, Aceana Group

4:30pm

GP/LP Co-Investment Funds

  • How are you capitalizing your co-investment funds?
  • Point of Negotiation
  • How do you approach fund LPs regarding co-investments? Do you look for co-investment partners or do they look for you?
  • Have you been involved in more co-investment deals lately?
  • Defining exactly what is meant by priority co-investment rights
  • Liquidity and Exit Options
  • Discretion and Alignment
  • Comparing vs. Separate Accounts
Moderator

Robert E. Lee, MBA, CCIM, Advisory Board Member, Harlow Family Office - SIG Equity Partners

Panelist

Jeff Tegethoff, President, Pearl Real Estate Companies

Panelist

Katherine Zamsky, Managing Director, Besyata Investment Group (SFO)

Panelist

James R. Solomon, Principal and Chief Investment Officer, Ravinia Capital Group (SFO)

5:15pm

Asset Allocation: Finding a Unified Model for Family Offices

Unlike institutional portfolios, there appears to be little uniformity within the family office space. In this panel, we explore whether or not that is a positive thing and what steps would need to be taken to create a more standardized model.

  • Why would a family office want to follow an established asset allocation model? What are the pros and cons? Much of the family office space is driven by the character of the founders—would some of this x-factor ineffability be lost in a more homogenized model?
  • What would be the best model? Is the Swenson Model the most applicable? Or should FO’s be more like VC incubators?
  • How would a uniform allocation model affect the real estate sector?
Moderator

Howard Cooper, CEO, Cooper Family Office (SFO)

Panelist

David Robb, Managing Director, Frontier Group (SFO)

Panelist

Thomas J. Haug, Founder & Managing Member, Aspen Tree, LLC

Panelist

Brian DeLucia, Managing Partner, Arrivato LLC (SFO)

6:00pm - 7:00pm

Networking Cocktail Reception

7:30am

Private Closed Door Roundtables: FOR INVESTORS ONLY

Moderator

Barry Gurland, Principal, DB Family Offices Services LLC (MFO)

8:00am

Continental Breakfast

Sponsored by:

TerraCap Management, LLC

8:30am

Opening Remarks

8:45am

Convergence of Investment Styles in an Evolving Market Place

Steven Hagenbuckle, Founder, Managing Partner, TerraCap Management, LLC

Kevin Bergman, Managing Member, Olympus Ventures, LLC (SFO)

9:15am

The Do’s and Don’ts of Student Housing

Patrick Nelson, Principal, Nelson Brothers

9:45am

New Funds & Emerging Managers

  • Defining emerging manager and how to graduate to the next level
  • Taking advantage of your experience
  • Legal, regulatory and compliance considerations
  • Governance, transparency & fees
  • Accounting & reporting
  • Back office options
  • Bringing to the market
  • Reporting
  • Risk management issues
  • Seed funds
  • Consultant/LP relationship
Moderator

Abigail Laufer, CIO, Ferguson Family Office (SFO)

Panelist

Brad Gates, President/COO, Veritas Family Partners (SFO)

Panelist

David Goldwasser, Principal, FIA Capital Partners, LLC

Panelist

Thomas McDevitt, Founder and Managing Partner, Edgewood Capital

Panelist

Michael Dombai, Director, Cortland Capital Market Services

10:45am

Technology and Online Real Estate Game

  • How has the world of online real estate investing changed in the last few years and what direction is heading in? Are IPOs to be expected?
  • What is the growth trajectory for online platforms as a whole? How will crowdfunding change and develop? As rates rise—what sort of yields will on-line platforms need to offer? Will the GICS expansion impact this space too?
  • How will the sectors growth impact the end beneficiaries? Will projects get more ambitious? Will they become more powerful?
  • What is the continued role of family offices in this space? Will they get crowded out as institutions become more interested?
Moderator

S. Michael Sury, Chairman, INDORUS Holdings LLP (SFO)

Panelist

Jean-Louis Guinchard, Senior Managing Principal, Silver Portal Capital LLC

Panelist

Elizabeth Braman, RealtyMogul.com

11:30am

Investing in the Cannabis Industry: The New Alternative Real Estate Play

  • Private vs. Public?
  • Ancillary non-regulated businesses vs. Regulated “touching the plant” business investments?
  • Importance for cannabis to be part of your investment portfolio
  • What are additional diligence items and risks important for investing in this business category?
  • Should I invest in a fund or into specific companies as a direct investment?
  • What are the ranges of opportunities both domestically and internationally?
Moderator

Andrew Hodges, Managing Member, Value Investment Professionals (MFO)

Panelist

Scott Greiper, President, Viridian Capital Advisors

Panelist

Stephen Braun, Senior Vice President, J.I. Kislak Inc. (SFO)

Panelist

Chris Leavy, Co-Chairman, MedMen

Panelist

Bill Brothers, President, Arizona Facilities Supply

12:15pm

Adaptive Reuse in Real Estate: How Art Can Change a Community

Speaker

David Lombardi, Broker/Principal, Lombardi Properties

Interviewed by

James L. Fried, President, Sandstone Realty Advisers

12:45pm

LP / Investor Wrap Up

  • What are your bogeys? Have you been hitting them? Have you changed them recently? How has the real estate side performed?
  • Are you more interested in multi-asset or single-asset funds?
  • Are you over- or under-allocated to real estate? Are you staying that way?
  • Are you looking towards non-US real estate investments
Moderator

Guy Pinkman, Trustee, City of Lincoln Police and Fire Pension

Panelist

Piyush Bhardwaj, Managing Partner, CoInvestment Partners (SFO)

Panelist

Sidney Wigfall, Managing Director/ Consultant-Counsel, SCA Compliance & Consulting Group

Panelist

Henry Wilson, Trustee, Wayne County Employees' Retirement System

1:30pm

Conference Concludes

1star
Boca Raton Resort & Club
Boca Raton Resort & Club, East Camino Real, Boca Raton, FL, United States
888-543-1277

Room Rate $329
*Prices exclude taxes. Rates are exclusive of 13% tax and a one time $8 porterage fee.
  • Rooms are available only to those participants who are registered conference attendees.
  • The name on the form will be the name of the guest room.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • Rooms will not be guaranteed without a credit card.

Registration Pricing

Standard Rate
Asset Managers $2,495
Service Providers $2,895
Institutional End-Investors*** Complimentary*

Asset Managers include all types of Fund managers

*** These include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

*All complimentary passes are subject to Opal Group's final approval. Eligibility will be verified. Complimentary passes are available for qualified family offices & other institutional investors such as pensions, foundations and endowments. Those providing any service to the real estate community including providing financing, brokerage, advisory, insurance, custody and administration, accounting, legal and other professional services are among those not eligible for the complimentary rate.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • Market Update and Forecast
  • Financing and Capital Sources
  • New Investment Strategies
  • 1031 Exchange
  • Opportunistic Deals & Emerging Funds
  • Deal Structuring
  • Opportunities in Distressed Assets
  • Tax Efficient Investing
  • Single Family Residential
  • Multifamily Investing
  • Crowd Funding
  • Real Assets
  • Retail & Net Lease
  • Co-Investing with Family Offices Alternative Investments
  • Institutional Investors
  • Pensions
  • Taft Hartley
  • Family Offices
  • Endowments
  • Consultants
  • Attorneys
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Real Estate Developers
  • Real Estate Fund Managers
  • Infrastructure Funds
  • Investment Banks
  • Mortgage Lenders
  • Venture Capitalists
  • Private Equity
  • Insurance Companies
  • Industry Service Providers

Managers/Service Providers vs. Investors

    Institutional & Private Wealth Investors