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.
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.
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?
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
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
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
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.
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
• 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.
Early Bird Rate II
|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.