Private Equity Real Estate Forum 2019

Napa Valley Marriott Hotel & Spa, Napa, CA
October 22, 2019

63 days left

In 2019, private equity real estate is a multi-trillion-dollar global fund industry and the reason commercial real estate is today considered a capital market instrument—the so-called “fourth asset class,” on a par with cash, fixed income and equity.

Even for finance, private equity real estate is a complicated, capital intensive and relationship oriented business. Our forum, Private Equity Real Estate, will explore both the role of private equity real estate—as well as the emergence of private real estate debt—as a Wall Street power. Like the asset class itself, the people participating onstage and in the audience are vibrant and outward-looking. Join us on October 22 in Napa Valley, California, and prove us right.

To request the full 2019 agenda and participant list

Current as of August 16, 2019


Exhibit Set-Up/Registration/Information Desk Opens

All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges.


Continental Breakfast

Sponsored by
Wilkinson Family of Companies


Economic Analysis and Market Outlook

In 2018, commercial real estate is a bona-fide capital market instrument. Find out how the asset class is navigating a polarizing political climate, de-regulation and global macroeconomic upheaval.


Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO)


Gwen Collins, Managing General Partner, Alpha Governance Partners LLC

Anne Brensley, JD, CEO, BFT-Capital

John Troughton, Vice President, Brokerage, Kennedy Wilson


Where Are We In The Cycle?

  • Understanding the cycles
  • Where is there still value? How to invest when prices/values are back to pre-2008 levels.
  • How will rising interest rates affect values and timing?

Matthew May, President, May Realty Advisors


Shawn Quinn, Vice President, Wilshire Private Markets

Drew Dolan, Fund Co-Manager and President, Titan Fund Management


 Tax and Regulation: Constructing a Tax Efficient Strategies

  • Looking at new tax regulation
  • How do Conservation Easements come into play?
  • Tax Considerations for International exposure
  • Opportunity Zones

DJ Van Keuren, VP of Family Office Capital, Hayman Family Office (SFO)


Mike Fields, COO, The Strategic Group of Companies

Bill Rohrer, Partner, Duane Morris LLP

Drew Butler, Managing Principal, Butler Global Partners


Networking Refreshment Break


Private Debt and Real Estate Lending

Debt is the darling of institutional real estate investing, raising $6.2 billion the first half of 2018. But are investor and regional bias localizing capital to America?


Doug Watler, Board Member & Trustee, Deerfield Beach Fire Pension


Douglas Lyons, Managing Principal, Pearlmark Real Estate

Garret Bjorkman, VP of Portfolio Oversight, CIM Group

Austin Head-Jones, Manager Research Consultant - Investment Manager Research, RVK, Inc.


Beyond Business, Building Stronger Communities Together

Lonnie Gienger, CEO, Wilkinson Family of Companies


Opportunity Zones: Tax Incentives & Empowering Communities

Jide Famuagun, Chief Executive Officer, Alpha Capital Partners


Networking Luncheon


Manager Selection and Portfolio Diversification

As competition, cost—and investor demand—continue, choosing core, core-plus, opportunistic or value-added is a matter of both greater need and individual style.


Lily Cavanagh, Treasurer, Redford Township Police & Firemens Retirement System


Kurt Vroman, Board Trustee/Secretary, Deltona Firefighters Pension Plan

Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Conn)

Carol Pepper, CEO & Founder, Pepper International LLC (MFO)

Matt Smock, Principal, Zenith Development


Investing in Retail


Christopher Nolte, President, Marcus investments (SFO)


Tim Blair, Partner, Shannon Waltchack, LLC

David Rabin, Head of Private Real Estate, CenterSquare Investment Management LLC


A GP How-to on the Emerging Secondary Market

In 2008, financial distress motivated selling. Today, the secondary private equity real estate is a $60 billion market and strategic weapon for improved exposure, including direct investing in a single asset.


Mark Flaherty, Board Member, Mt Lebanon Pension Board


Coe Schlicher, Fund Manager and CFO, Titan Fund Management

Robert Lee, Principal, The Beverly Park Group (MFO)


Networking Refreshment Break

Sponsored by
Alpha Capital Partners


Direct vs. Co-Investment vs Commingled Funds: Evaluating the correct structure for the deal flow and value.


Ron Diamond, CEO, Diamond Wealth Strategies


Marty Dirks, Trustee, Federated Retirement System for the City of San José

Alan Bear, Managing Director, Capital Markets, Veritas Investments


LP Investment Roundtable

Led by a group LP Investment real estate professionals, our interactive roundtable session will discuss how to gain exposure and co-investment deal access.

  • What types of real estate strategies are the most compelling right now?
  • Are private equity opportunities more attractive than debt opportunities?
  • Are alternative property types more attractive from a risk/return perspective?
  • How do investor gain exposure to private equity real estate?
  • How do investor gain co-investment deal access?

Robert Grden, Executive Director, Wayne County Employees Retirement System


David McConico, Chairman, City of Aurora (CO) General Employees' Retirement Board

Dan Farrell, Chairman & CEO, Privos Capital (MFO)

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)


Networking Cocktail Reception

Napa Valley Marriott Hotel & Spa
Napa Valley Marriott Hotel & Spa, Solano Avenue, Napa, CA, USA

Rooms Rates
Single $299
Double/Double $299
Rates are subject to applicable state and local taxes (currently 15.24%) in effect at the time of check in.

• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.

Registration Pricing

Early Bird Rate II
(expires 9/31/19)
Standard Rate
Managers/Service Providers $1895 $2195
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access* ---- *Complimentary

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to third parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898
  • Private equity real estate performance—including core, core-plus, opportunistic and value-added
  • Deal flow by commercial property type, i.e., industrial, multifamily, office space, retail
  • Sourcing debt, leaseback and private equity capital for commercial real estate investment and development
  • The rise of private real estate debt
  • Fundraising and deal structuring
  • The impact of ‘Trumponomics’ on commercial real estate investment
  • A retrospective on the 2008 real estate bubble and Global Financial Crisis
  • Accounting Firm
  • Corporate pension
  • Direct Lenders
  • Endowment and foundation
  • Family Office
  • Fee-only investment advisor
  • Fund of funds
  • Insurance Firm
  • Law firm
  • Non-discretionary investment consultant
  • Opportunity Zone investor
  • Opportunity Zone manager
  • Private Debt/Credit manager
  • Private Equity Firm
  • Private Equity Investor
  • Private equity real estate manager
  • Private placement agent
  • Private REIT
  • Public pension
  • Real estate Developer
  • Real estate Investor
  • Real Estate fund manager
  • Software vendor specializing in commercial real estate
  • Sovereign wealth fund
  • Taft Hartley
  • Venture capital